ROBERT W DEUTSCH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W DEUTSCH FOUNDATION INC (EIN 52-1758252)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349103030
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:22:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10200 GRAND CENTRAL AVE SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521758252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W DEUTSCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4432751144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL DIDRIKSEN | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 4432751144 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NEIL | PersonFirstNm |
| Person Last | DIDRIKSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONIQUE BOOKER | PreparerPersonNm |
| PTIN | P00644231 | PTIN |
| Phone | 4105842218 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $119,760,707 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $205 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,906,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,906,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,477,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,121,756 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $439,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,916,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $334,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $313,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $455,121 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,667 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $448,455 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,525 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,525 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,865 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,865 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $349,938 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $216,542 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $133,396 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $157,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,109 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $58,259 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $159,175 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $46,161 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $70,626 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $20,481 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $50,144 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,765 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,765 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $204,773 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,314 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $127,459 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,744,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $390,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,143,968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,659,806 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,659,806 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,404,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $390,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,803,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,964,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,526,408 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,703,862 | CashBOYAmt |
| Cash EOY | $1,050,635 | CashEOYAmt |
| Cash EOYFMV | $1,050,635 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,906,912 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,906,912 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,906,912 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,600,736 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $42,863 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,684,253 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,557,873 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,536,936 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $85,281,357 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $80,927,593 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,238,314 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,156,098 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $188,787 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,768,734 | LandBOYAmt |
| Land EOY | $3,967,311 | LandEOYAmt |
| Land EOYFMV | $3,999,898 | LandEOYFMVAmt |
| Other Assets BOY | $18,562 | OtherAssetsBOYAmt |
| Other Assets EOY | $28,012 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,012 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $99,363,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,438,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,760,707 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,350 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $2,575 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $35,556 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,925 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,556 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $99,109,755 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $94,133,657 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $250,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $269,123 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,359,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,402,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,363,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,438,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,359,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,964,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,552 | OtherIncreasesAmt |
| Subtotal | $94,402,780 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,402,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| MUTUAL FUNDS 1042862 (LT) | 2020-01-01 | 2020-12-31 | $2,442,043 | -$2,442,043 | -$2,442,043 | |
| MUTUAL FUNDS 1042862 (ST) | 2020-01-01 | 2020-12-31 | $930,754 | $930,754 | $930,754 | |
| MT. VERNON ASSOCIATES 1042997 (LT) | 2020-01-01 | 2020-12-31 | $35,153 | $35,153 | $35,153 | |
| MT. VERNON ASSOCIATES 1042997 (ST) | 2020-01-01 | 2020-12-31 | $2,780 | $2,780 | $2,780 | |
| SCOUT FUND 133065-000 (LT) | 2020-01-01 | 2020-12-31 | $80,380 | $80,380 | $80,380 | |
| SCOUT FUND 133065-000 (ST) | 2020-01-01 | 2020-12-31 | $40,202 | $40,202 | $40,202 | |
| PROPEL BALTIMORE FUND LLC K-1 (LT) | 2020-01-01 | 2020-12-31 | $3,117 | $3,117 | $3,117 | |
| PROPEL BALTIMORE FUND II, LP K-1 (LT) | 2020-01-01 | 2020-12-31 | $29,370 | $29,370 | $29,370 | |
| ARCADIAN K-1 (ST) | 2020-01-01 | 2020-12-31 | $4,249 | -$4,249 | -$4,249 | |
| ARCADIAN K-1 (LT) | 2020-01-01 | 2020-12-31 | $152,622 | -$152,622 | -$152,622 | |
| BROWN VENTURE PARTNERS, LLLP (LT) | 2020-01-01 | 2020-12-31 | $10 | -$10 | -$10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,477,168 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,217 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,217 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,822 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $88,822 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $67,605 | OverpaymentAmt |
| Applied To ES Tax | $67,605 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RWDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4432751144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JANE BROWN | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | PRESIDENT/EXECUTIVE DIRECT | 40.00 | $120,000 | $0 | $0 |
| NEIL DIDRIKSEN | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | CHIEF OPERATING OFFICER/DIRECTOR | 40.00 | $84,000 | $0 | $0 |
| LAUREN MACLURE | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | DIRECTOR | 30.00 | $130,000 | $0 | $0 |
| DAVID DEUTSCH | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SONJA CENDAK | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | 40.00 | $73,800 | $8,856 | $0 |
| JESSICA SOLOMON | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | 40.00 | $73,850 | $3,900 | $0 |
| WILLIAM MCCARTHY | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | 40.00 | $66,667 | $3,333 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $93,869,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $972,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,647,608 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,489,378 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,489,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,447,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,042,037 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,752,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,752,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,217 | TotalTaxAmt |
| Distributable Before Adj | $4,730,885 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,730,885 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,730,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,803,774 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $8,074 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,811,848 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,811,848 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,730,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $86,875 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $375,767 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $318,588 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $559,736 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $517,256 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,858,222 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,811,848 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,730,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,963 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,939,185 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $86,875 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,852,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $375,767 | ExcessFromYear4Amt |
| Excess From Year3 | $318,588 | ExcessFromYear3Amt |
| Excess From Year2 | $559,736 | ExcessFromYear2Amt |
| Excess From Year1 | $517,256 | ExcessFromYear1Amt |
| Excess From Current Year | $80,963 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4432751144 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A REVOLUTIONARY SUMMER | |||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL OPERATING GRANT | $22,000 |
| ADELANTE LATINA | |||||
| 2907 W STRATHMORE AVENUE | BALTIMORE | MD | 21209 | GENERAL OPERATING GRANT | $5,000 |
| ARCH SOCIAL COMMUNITY NETWORK | |||||
| 2426 PENNSYLVANIA AVE | BALTIMORE | MD | 21217 | GENERAL OPERATING GRANT | $25,000 |
| ARTISTU | |||||
| 140 N CHRISTOPHER COLUMBUS BLVD | PHILADELPHIA | PA | 19106 | GENERAL OPERATING GRANT | $20,000 |
| ARTSCENTRIC | |||||
| 2600 N HOWARD ST | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $10,000 |
| BACKYARD BASECAMP | |||||
| 5111 PLAINFIELD AVE | BALTIMORE | MD | 21206 | GENERAL OPERATING GRANT | $1,500 |
| BALTIMORE ACTION LEGAL TEAM (BALT) | |||||
| 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $2,500 |
| BALTIMORE ARTS REALTY CORPORATION (BARCO) | |||||
| 20 W NORTH AVE SUITE 201 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $912,000 |
| BALTIMORE OFFICE OF PROMOTIONS THE ARTS | |||||
| 10 E BALTIMORE STREET | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $20,000 |
| BALTIMORE ROCK OPERA SOCIETY (BROS) | |||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL OPERATING GRANT | $20,000 |
| BALTIMOREANS UNITED IN LEADERSHIP | |||||
| 2439 MARYLAND AVENUE | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $155,000 |
| BARCS | |||||
| 2490 GILES RD BALTIMORE | BALTIMORE | MD | 21225 | GENERAL OPERATING GRANT | $5,000 |
| BLACK FEMME SUPREMACY FILM FESTIVAL | |||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL OPERATING GRANT | $5,000 |
| BLACK WOMEN BUILD BALTIMORE | |||||
| PO BOX 16564 | BALTIMORE | MD | 21217 | GENERAL OPERATING GRANT | $40,000 |
| BLACK YIELD INSTITUTE | |||||
| 1600 W 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | GENERAL OPERATING GRANT | $30,000 |
| BLACK YIELD INSTITUTE | |||||
| 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $40,000 |
| B'MORE ART | |||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL OPERATING GRANT | $203,300 |
| BYKE COLLECTIVE | |||||
| 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $7,500 |
| BYTE BACK | |||||
| 899 NORTH CAPITOL ST NE 850 | WASHINGTON | DC | 20002 | GENERAL OPERATING GRANT | $25,000 |
| CENTRAL BALTIMORE PARTNERSHIP | |||||
| 25 E 20TH STREET SUITE 140 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $15,000 |
| CITYLIT | |||||
| 120 W NORTH AVE SUITE 201 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $27,500 |
| CLLCTIVLY | |||||
| 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $2,000 |
| DANCE AND BMORE | |||||
| 1600 W 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | GENERAL OPERATING GRANT | $15,000 |
| DEWMORE BALTIMORE | |||||
| 2101 E BIDDLE ST SUITE 1100 | BALTIMORE | MD | 21213 | GENERAL OPERATING GRANT | $35,000 |
| DIGITAL HARBOR FOUNDATION | |||||
| 1045 LIGHT ST BALTIMORE | BALTIMORE | MD | 21230 | GENERAL OPERATING GRANT | $50,000 |
| DISABILITY RIGHTS MARYLAND | |||||
| 1500 UNION AVE STE 2000 | BALTIMORE | MD | 21211 | GENERAL OPERATING GRANT | $2,500 |
| ENOCH PRATT LIBRARY | |||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $192,600 |
| FORCE | |||||
| 2101 E BIDDLE ST SUITE 1100 | BALTIMORE | MD | 21213 | GENERAL OPERATING GRANT | $50,000 |
| FRACTURED ATLAS | |||||
| 248 WEST 35TH STREET 10TH FLOO | NEW YORK | NY | 10001 | GENERAL OPERATING GRANT | $3,500 |
| GREENMOUNT WEST COMMUNITY CENTER | |||||
| 1634 GUILFORD AVE | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $25,000 |
| I AM MENTALITY | |||||
| 10 W EAGER ST | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $46,000 |
| IMPACT HUB | |||||
| 10 E NORTH AVE | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $25,000 |
| INGENUITY PROJECT INC | |||||
| 400 WEST COLDSPRING LANE | BALTIMORE | MD | 21209 | GENERAL OPERATING GRANT | $30,000 |
| JOHNS HOPKINS UNIVERSITY - MUSEUMS | |||||
| 3400 CHARLES STREET | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $20,000 |
| JUBILEE ARTS | |||||
| 1947 PENNSYLVANIA AVE | BALTIMORE | MD | 21217 | GENERAL OPERATING GRANT | $7,500 |
| MADQUEEN PRODUCTIONS LLC | |||||
| 424 N EUTAW STREET THIRD FLOOR | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $1,500 |
| MARYLAND ART PLACE | |||||
| 218 WEST SARATOGA STREET | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $1,500 |
| MARYLAND CITIZENS FOR THE ARTS | |||||
| 120 WEST NORTH AVENUE 302 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $5,000 |
| MARYLAND MATTERS | |||||
| PO BOX 11121 | TAKOMA PARK | MD | 20913 | GENERAL OPERATING GRANT | $25,000 |
| MARYLAND MENTOR | |||||
| 800 N CHARLES ST 400 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $50,000 |
| MARYLAND PHILANTHROPY NETWORK | |||||
| 1600 W 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | GENERAL OPERATING GRANT | $10,000 |
| MARYLAND VOLUNTEER LAWYERS FOR THE ARTS | |||||
| 120 WEST NORTH AVENUE SUITE 305A | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $60,000 |
| MEDIA RHYTHM INSTITUTE | |||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL OPERATING GRANT | $55,000 |
| MENTORING MENTORS | |||||
| PO BOX 67021 | BALTIMORE | MD | 21215 | GENERAL OPERATING GRANT | $20,000 |
| MERA KITCHEN COLLECTIVE | |||||
| 1600 W 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | GENERAL OPERATING GRANT | $5,000 |
| MIND ON FIRE | |||||
| 2612 SAINT PAUL ST | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $1,500 |
| NATIONAL DIGITAL INCLUSION ALLIANCE | |||||
| 300 E MAIN STREET | COLUMBUS | OH | 43209 | GENERAL OPERATING GRANT | $15,000 |
| NEWTON SCHOOLS FOUNDATION | |||||
| PO BOX 590020 | NEWTON | MA | 02459 | GENERAL OPERATING GRANT | $10,000 |
| OPEN WORKS | |||||
| 1400 GREENMOUNT AVE | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $490,000 |
| OUR JOYFUL NOISE | |||||
| 2101 E BIDDLE ST SUITE 1100 | BALTIMORE | MD | 21213 | GENERAL OPERATING GRANT | $10,000 |
| OUT FOR JUSTICE | |||||
| 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $2,500 |
| PCS FOR PEOPLE | |||||
| 2492 DOSWELL AVE | ST PAUL | MN | 44108 | GENERAL OPERATING GRANT | $125,000 |
| PROJECT WAVES | |||||
| 1045 LIGHT ST | BALTIMORE | MD | 21230 | GENERAL OPERATING GRANT | $50,000 |
| REBUILD METRO | |||||
| 1129 N CAROLINE STREET | BALTIMORE | MD | 21213 | GENERAL OPERATING GRANT | $100,000 |
| REPORT FOR AMERICA | |||||
| NA | BALTIMORE | MD | 99999 | GENERAL OPERATING GRANT | $30,000 |
| RUBYS ARTIST GRANTS 2019 | |||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $64,163 |
| RUBYS ARTIST GRANTS 2020 | |||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $106,743 |
| RUBYS ARTIST RELIEF FUNDS | |||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $30,000 |
| SCHOOL OF CATHEDRAL | |||||
| 111 AMBERLY WAY | BALTIMORE | MD | 21210 | GENERAL OPERATING GRANT | $7,500 |
| SISTER CITIES GIRLCHOIR | |||||
| PO BOX 15277 | PHILADELPHIA | PA | 19125 | GENERAL OPERATING GRANT | $15,000 |
| SIX POINT PICTURES | |||||
| 218 W SARATOGA ST | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $20,000 |
| ST MICHAEL SPECIAL SCHOOL | |||||
| 1522 CHIPPEWA STREET | NEW ORLEANS | LA | 70130 | GENERAL OPERATING GRANT | $10,000 |
| STEM CHAMPIONS OF BALTIMORE INC | |||||
| 6609 KILMARNOCH DRIVE | CATONSVILLE | MD | 21228 | GENERAL OPERATING GRANT | $10,000 |
| THE ASSOCIATION FOR THE PUBLIC DEFENDER OF MARYLAND | |||||
| 6 ST PAUL STREET 14TH FLOOR | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $2,500 |
| THE CITY NEIGHBORS FOUNDATION | |||||
| 4301 RASPE AVE | BALTIMORE | MD | 21206 | GENERAL OPERATING GRANT | $30,000 |
| THE FUND FOR EDUCATIONAL EXCELLENCE | |||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $5,000 |
| THE UNDERCROFT | |||||
| 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $1,500 |
| THREAD | |||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | GENERAL OPERATING GRANT | $75,000 |
| TURNAROUND TUESDAY | |||||
| 2439 MARYLAND AVENUE | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $50,000 |
| UNITED WORKERS | |||||
| 2640 ST PAUL ST | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $20,000 |
| WOMBWORK PRODUCTIONS | |||||
| 3724 KIMBLE ROAD | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $5,000 |
| YOUNG AUDIENCES | |||||
| 2600 N HOWARD ST 1300 | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $20,000 |
| YOUTH EMPOWERED SOCIETY (SPONSORED BY STRONG CITY BALTIMORE) | |||||
| 2101 E BIDDLE ST SUITE 1100 | BALTIMORE | MD | 21213 | GENERAL OPERATING GRANT | $5,000 |
| YOUTH EMPOWERED SOCIETY (SPONSORED BY MARYLAND PHILANTHROPY NETWORK) | |||||
| 1600 W 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | GENERAL OPERATING GRANT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,659,806 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,906,582 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,477,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $439,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $439,619 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,865 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,865 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE | 2010-09-01 | $4,378 | $4,378 | 200DB | 7.000000000000 | $0 | $0 | |
| COMPUTER EQUIPMENT | 2010-08-23 | $5,511 | $5,511 | 200DB | 5.000000000000 | $0 | $0 | |
| FURNITURE | 2011-06-30 | $10,287 | $10,287 | 200DB | 7.000000000000 | $0 | $0 | |
| OFFICE EQUIPMENT | 2011-06-30 | $4,366 | $4,366 | 200DB | 5.000000000000 | $0 | $0 | |
| FURNITURE | 2018-06-30 | $2,676 | 200DB | 5.000000000000 | $0 | $0 | ||
| FURNITURE - ARTWORK | 2019-01-17 | $24,000 | NC | $0 | $0 | 0.000000000000 | ||
| FURNITURE | 2019-04-09 | $5,511 | $492 | ADS | 7.000000000000 | $787 | $0 | |
| FURNITURE | 2019-04-22 | $8,049 | $719 | ADS | 7.000000000000 | $1,150 | $0 | |
| FURNITURE - ARTWORK | 2019-08-07 | $10,625 | NC | $0 | $0 | 0.000000000000 | ||
| FURNITURE - ARTWORK | 2019-10-23 | $5,000 | NC | $0 | $0 | 0.000000000000 | ||
| FURNITURE | 2019-10-24 | $776 | $14 | ADS | 7.000000000000 | $111 | $0 | |
| FURNITURE | 2019-11-12 | $75,050 | $1,340 | ADS | 7.000000000000 | $10,721 | $0 | |
| FURNITURE | 2019-04-12 | $69,453 | $6,201 | ADS | 7.000000000000 | $9,922 | $0 | |
| 2519 N. CHARLES ST. - LAND | 2019-09-01 | $295,300 | NC | $0 | $0 | 0.000000000000 | ||
| 2519 N. CHARLES ST. - BUILDING | 2019-09-01 | $842,549 | $6,144 | ADS | 40.000000000000 | $21,064 | $0 | |
| 2519 N. CHARLES ST. - IMPROVEMENT | 2019-09-01 | $4,161,932 | $30,347 | ADS | 40.000000000000 | $104,048 | $0 | |
| COMPUTER EQUIPMENT | 2020-03-02 | $3,898 | 200DB | 3.000000000000 | $3,898 | $0 | ||
| COMPUTER EQUIPMENT | 2020-08-03 | $5,075 | 200DB | 3.000000000000 | $5,075 | $0 | ||
| COMPUTER EQUIPMENT | 2020-12-15 | $2,399 | 200DB | 3.000000000000 | $2,399 | $0 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2519 N. CHARLES ST. - LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $295,300 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $295,300 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | AT COST | $21,763,055 | $21,763,055 |
| OTHER INVESTMENTS | AT COST | $18,139,794 | $18,139,794 |
| EQUITIES | AT COST | $41,024,744 | $66,335,465 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE | $4,378 | $4,378 | $0 |
| COMPUTER EQUIPMENT | $5,511 | $5,511 | $0 |
| FURNITURE | $10,287 | $10,287 | $0 |
| OFFICE EQUIPMENT | $4,366 | $4,366 | $0 |
| FURNITURE | $2,676 | $2,676 | $0 |
| FURNITURE - ARTWORK | $24,000 | $0 | $24,000 |
| FURNITURE | $5,511 | $1,279 | $4,232 |
| FURNITURE | $8,049 | $1,869 | $6,180 |
| FURNITURE - ARTWORK | $10,625 | $0 | $10,625 |
| FURNITURE - ARTWORK | $5,000 | $0 | $5,000 |
| FURNITURE | $776 | $125 | $651 |
| FURNITURE | $75,050 | $12,061 | $62,989 |
| FURNITURE | $69,453 | $16,123 | $53,330 |
| 2519 N. CHARLES ST. - BUILDING | $842,549 | $27,208 | $815,341 |
| 2519 N. CHARLES ST. - IMPROVEMENT | $4,161,932 | $134,395 | $4,027,537 |
| COMPUTER EQUIPMENT | $3,898 | $3,898 | $0 |
| COMPUTER EQUIPMENT | $5,075 | $5,075 | $0 |
| COMPUTER EQUIPMENT | $2,399 | $2,399 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,525 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,525 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNEMPLOYMENT BOND | $230 | $230 | $230 |
| SECURITY DEPOSIT | $3,500 | $3,500 | $3,500 |
| 401(K) OVERPAYMENT FROM PAYABLE ACCOUNT | $14,832 | $24,282 | $24,282 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $2,036 | $0 | $2,036 |
| BANK CHARGES | $39 | $0 | $39 |
| DUES & SUBSCRIPTIONS | $9,776 | $0 | $9,776 |
| INSURANCE | $11,640 | $0 | $11,640 |
| LAUNDRY & CLEANING | $16,545 | $4,798 | $11,747 |
| REPAIR & MAINTENANCE | $20,273 | $5,879 | $14,394 |
| OFFICE EXPENSES | $10,909 | $0 | $10,909 |
| PROGRAM EXPENSES | $40,290 | $0 | $40,290 |
| SUPPLIES | $188 | $0 | $188 |
| OTHER EXPENSES | $16,962 | $0 | $16,962 |
| REIMBURSED EXPENSES | $333 | $0 | $333 |
| MEMBERSHIP DUES | $100 | $0 | $100 |
| PAYROLL EXPENSES | $2,673 | $0 | $2,673 |
| PROMOTIONAL | $1,237 | $0 | $1,237 |
| WORKSHOP EXPENSE | $251 | $0 | $251 |
| MEALS & ENTERTAINMENT | $4,884 | $0 | $4,884 |
| EXPENSES FROM K-1S (ROUNDING ADJUSTMENTS) | $66,637 | $66,637 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT INTEREST INCOME | Desc |
| Revenue And Expenses Per Books | $10,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR-YEAR ADJUSTMENTS | Desc |
| Amt | $7,552 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TAXES PAYABLE | $2,575 | $0 |
| SALES TAX PAYABLE - PRIOR YEAR CARRY-FORWARD | $0 | $140 |
| OTHER CURRENT LIABILITIES - PRIOR YEAR CARRY-FORWARD | $0 | $35,416 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $133,396 | $0 | $133,396 |
| INVESTMENT FEES | $216,542 | $216,542 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $157,552 | Amt |
| Net Investment Income | $2,109 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $58,259 | DisbursementsCharitablePrpsAmt |