THE DRESHER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE DRESHER FOUNDATION INC (EIN 52-1610465)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349102229
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T10:48:46-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD 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 | 521610465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DRESHER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRES | BusinessNameControlTxt |
| Phone | 4109319050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 CAMPBELL BOULEVARD NO 110 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSH DRESHER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4109319050 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSH | PersonFirstNm |
| Person Last | DRESHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SIMPSON H GARDYN CPA | PreparerPersonNm |
| PTIN | P01252146 | PTIN |
| Phone | 4103565900 | PhoneNum |
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 | $59,058,423 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $218,600 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $218,600 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $438,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $438,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,749,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,967,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,749,090 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $526,826 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $519,985 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,932,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,926,107 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,302 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,302 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $26,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,224 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,224 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,455 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,455 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $197,642 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $173,349 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,293 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,852 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,852 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,726 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,182 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $13,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,200 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,061 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,917 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $536,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $217,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $312,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,404,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,404,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,940,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $217,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,717,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,992,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,708,208 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $532,404 | CashBOYAmt |
| Cash EOY | $510,491 | CashEOYAmt |
| Cash EOYFMV | $510,491 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $521,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,273,942 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,273,942 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $309,919 | AcctRcvblAmt |
| Acct Rcvbl BOY | $112,339 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $309,919 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $309,919 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $42,111 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $36,567 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $36,567 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,897,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,379,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,136,353 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,990,933 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,610,098 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,389,279 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,625,751 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,594,139 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,401,872 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $46,722,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,715,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,058,423 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $46,722,615 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,715,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,722,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,715,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,722,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,715,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,722,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,992,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,715,054 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,715,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS | P | 2019-01-01 | 2020-12-31 | $14,721,947 | $11,218,699 | $3,503,248 | $3,503,248 |
| CAPITAL GAINS DIVIDENDS | P | $245,842 | $245,842 | $245,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,749,090 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,444 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,444 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,444 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,211 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $133,211 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $518 | EsPenaltyAmt |
| Overpayment | $67,249 | OverpaymentAmt |
| Applied To ES Tax | $67,249 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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.DRESHERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ELEMENTRIX CORP | IndividualWithBooksNm |
| Phone | 4109330384 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 CAMPBELL BLVD 110 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21236 | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| JEANNE D BUTCHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $1,250 | $0 | $0 |
| JAMES T DRESHER JR | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATRICIA K DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | VICE PRESIDENT | 1.00 | $500 | $0 | $0 |
| JEFFREY M DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES R BUTCHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $1,250 | $0 | $0 |
| MICHAEL A MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TREASURER | 1.00 | $0 | $0 | $0 |
| MELANIE ROBINSON | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | PRESIDENT | 1.00 | $3,500 | $0 | $0 |
| JOSH DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $6,250 | $0 | $0 |
| ROBIN PLATTS | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | EXECUTIVE DIRECTOR | 40.00 | $135,000 | $17,087 | $0 |
| VIRGINIA MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| ANTHONY MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| SUSAN ROARTY | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| JOHN DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $2,250 | $0 | $0 |
| MEGAN DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $1,750 | $0 | $0 |
| MARCIE MICHAEL | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | VICE PRESIDENT | 1.00 | $3,750 | $0 | $0 |
| PATRICIA STERLING | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | EXECUTIVE DIRECTOR | 40.00 | $22,302 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $167,477 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,602,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $51,714,392 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,316,603 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,316,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $799,749 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,516,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,625,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,625,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,444 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,444 | TotalTaxAmt |
| Distributable Before Adj | $2,560,399 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,560,399 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,560,399 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,717,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,717,061 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,717,061 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,560,399 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,588,760 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,717,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,588,760 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,301 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,432,098 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADDICTION CONNECTIONS RESOURCE INC | ||||||||||||
| 1804 HARFORD ROAD | FALLSTON | MD | 21047 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $91,000 | ||||||
| ARAMINTA FREEDOM INITIATIVE | ||||||||||||
| PO BOX 22106 | BALTIMORE | MD | 21203 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | ||||||
| ARC OF THE NORTHERN CHESAPEAKE REGION | ||||||||||||
| 4513 PHILADELPHIA ROAD | ABERDEEN | MD | 21001 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $21,000 | ||||||
| ARROW CHILD & FAMILY MINISTRIES OF MARYLAND | ||||||||||||
| 1605 CROMWELL BRIDGE ROAD | BALTIMORE | MD | 21234 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $31,300 | ||||||
| BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA | ||||||||||||
| 701 WYMAN PARK DRIVE | BALTIMORE | MD | 21211 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,500 | ||||||
| BEL AIR DOWNTOWN ALLIANCE | ||||||||||||
| 37 N MAIN STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $43,000 | ||||||
| BEL AIR UNITED METHODIST CHURCH | ||||||||||||
| 21 LINWOOD AVENUE | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,500 | ||||||
| BEST BUDDIES MARYLAND | ||||||||||||
| 101 NORTH HAVEN STREET SUITE 205 | BALTIMORE | MD | 21224 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | ||||||
| BEYOND CAPERNAUM - MT ZION UNITED METHODIST CHURCH | ||||||||||||
| 1643 CHURCHVILLE ROAD | BEL AIR | MD | 21015 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | ||||||
| BOYS & GIRLS CLUBS OF HARFORD AND CECIL COUNTIES | ||||||||||||
| PO BOX 1106 | ABERDEEN | MD | 21001 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | ||||||
| BRANDON THOMAS JONES FOUNDATION INC | ||||||||||||
| 1420 BAYVIEW DRIVE | HAVRE DE GRACE | MD | 21078 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $53,800 | ||||||
| BREATHE 379 INC | ||||||||||||
| 2124 NUTTAL AVENUE | EDGEWOOD | MD | 21040 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | ||||||
| CALVARY BAPTIST CHURCH | ||||||||||||
| 3911 GARRISON BLVD | BALTIMORE | MD | 21215 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | ||||||
| CATHOLIC CHARITIES OF BALTIMORE | ||||||||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | ||||||
| CATHOLIC CHARITIES OF BALTIMORE - ANNA'S HOUSE | ||||||||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $8,200 | ||||||
| CHESAPEAKE BAY TRUST | ||||||||||||
| 108 SEVERN AVENUE | ANNAPOLIS | MD | 21403 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | ||||||
| CHESAPEAKE HEALTH EDUCATION PROGRAM | ||||||||||||
| PERRY POINT VA MEDICA CENTER CAMPUS | PERRY POINT | MD | 21902 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $35,000 | BLDG 82H 1ST FL | |||||
| CIVIC WORKS INC | ||||||||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | ||||||
| COMMUNITY CHRISTIAN CHURCH | ||||||||||||
| 8094 SANDPIPER CIRCLE | NOTTINGHAM | MD | 21236 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | ||||||
| COMMUNITY FOUNDATION OF HARFORD COUNTY | ||||||||||||
| PO BOX 612 124 N MAIN STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | ||||||
| CYSTIC FIBROSIS FOUNDATION - MARYLAND CHAPTER | ||||||||||||
| 10626 YORK ROAD SUITE A | COCKEYSVILLE | MD | 21030 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | ||||||
| DELAWARE BREAST CANCER COALITION INC | ||||||||||||
| 165 COMMERCE WAY SUITE 2 | DOVER | DE | 19904 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | ||||||
| DELMARVA CHRISTIAN HIGH SCHOOL | ||||||||||||
| 21777 SUSSEX PINES ROAD | GEORGETOWN | DE | 19947 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | ||||||
| THE EDGEWOOD COMMUNITY SUPPORT CENTER INC | ||||||||||||
| 1918 PULASKI HIGHWAY | EDGEWOOD | MD | 21040 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | ||||||
| EXPONENT PHILANTHROPY | ||||||||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,200 | ||||||
| FAITH COMMUNITIES & CIVIC AGENCIES UNITED INC | ||||||||||||
| PO BOX 274 | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,800 | ||||||
| FIRST PRESBYTERIAN CHURCH OF BEL AIR | ||||||||||||
| 224 N MAIN STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $12,000 | ||||||
| FOUND IN FAITH MINISTRIES | ||||||||||||
| 610 TOWNE CENTER DRIVE | JOPPATOWNE | MD | 21085 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $35,000 | ||||||
| FRIENDS OF JERUSALEM MILL INC | ||||||||||||
| 2800 JERUSALEM ROAD | KINGSVILLE | MD | 21087 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | ||||||
| THE FUND FOR JOHNS HOPKINS MEDICINE | ||||||||||||
| 750 EAST PRATT STREET 17TH FLOOR | BALTIMORE | MD | 21202 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $250,000 | ||||||
| THE GREATER BEL AIR COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 412 | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | ||||||
| GUIDE DOG FOUNDATION INC | ||||||||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $500 | ||||||
| HABITAT FOR HUMANITY SUSQUEHANNA | ||||||||||||
| 205 S HAYS STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $150,000 | ||||||
| THE HARFORD CENTER INC | ||||||||||||
| 4 N EARLTON ROAD | HAVRE DE GRACE | MD | 21078 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | ||||||
| HARFORD COUNTY 4-H CLUBS INC | ||||||||||||
| PO BOX 70 | FOREST HILL | MD | 21050 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | ||||||
| HARFORD COUNTY EDUCATION FOUNDATION | ||||||||||||
| 260 GATEWAY DRIVE SUITE 21A | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $9,500 | ||||||
| HARFORD DAY SCHOOL | ||||||||||||
| 715 MOORES MILL ROAD | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $17,500 | ||||||
| HARFORD FAMILY HOUSE | ||||||||||||
| 53 E BEL AIR AVENUE SUITE 3 | ABERDEEN | MD | 21001 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $151,000 | ||||||
| THE HARRY K FOUNDATION | ||||||||||||
| 313 S BOARDWALK | REHOBOTH BEACH | DE | 19971 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | ||||||
| HIGH POINT UNIVERSITY | ||||||||||||
| ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,000 | ||||||
| THE HIGHLANDS SCHOOL | ||||||||||||
| 2409 CRESWELL ROAD | BEL AIR | MD | 21015 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $35,500 | ||||||
| HOMECOMING PROJECT INC | ||||||||||||
| PO BOX 1190 | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $81,550 | ||||||
| HOPE TO WALK | ||||||||||||
| 3635 A SOUTH MAIN STREET | BLACKSBURG | VA | 24060 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | ||||||
| HUMANIM INC | ||||||||||||
| 6355 WOODSIDE COURT | COLUMBIA | MD | 21046 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $100,000 | ||||||
| INNER COUNTY OUTREACH | ||||||||||||
| 529 EDMUND STREET | ABERDEEN | MD | 21001 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $70,000 | ||||||
| IT IS WELL INTERNATIONAL INC | ||||||||||||
| 101 S MAIN STREET SUITE 307 | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | ||||||
| JOHN CARROLL SCHOOL | ||||||||||||
| 703 E CHURCHVILLE ROAD | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $120,000 | ||||||
| JOHNS HOPKINS MEDICINE | ||||||||||||
| 601 N CAROLINE STREET 3062 | BALTIMORE | MD | 21287 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | ||||||
| LADEW TOPIARY GARDENS | ||||||||||||
| 3535 JARRETTSVILLE PIKE | MONKTON | MD | 21111 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $32,000 | ||||||
| LASOS INC LINKING ALL SO OTHERS SUCCEED | ||||||||||||
| 31 W COURTLAND STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $35,500 | ||||||
| LOYOLA BLAKEFIELD | ||||||||||||
| 500 CHESTNUT AVENUE | TOWSON | MD | 21204 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | ||||||
| MANN HOUSE INC | ||||||||||||
| 14 WILLIAMS ST | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | ||||||
| MARYLAND CENTER FOR THE ARTS | ||||||||||||
| PO BOX 687 | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | ||||||
| MARYLAND CONSERVATORY OF MUSIC | ||||||||||||
| 1200 E CHURCHVILLE RD | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $6,500 | ||||||
| MARYLAND FCA | ||||||||||||
| 6120 DAY LONG LANE | CLARKSVILLE | MD | 21029 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | ||||||
| MARYLAND SICKLE CELL DISEASE ASSOCIATION | ||||||||||||
| 8775 CENTRE PARK DR | COLUMBIA | MD | 21045 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | ||||||
| THE MARYLAND ZOO IN BALTIMORE | ||||||||||||
| 1 SAFARI PLACE | BALTIMORE | MD | 21217 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | ||||||
| MASON-DIXON COMMUNITY SERVICES INC | ||||||||||||
| 708 HIGHLAND ROAD | STREET | MD | 21154 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $73,320 | ||||||
| MEALS ON WHEELS OF CENTRAL MARYLAND | ||||||||||||
| 515 SOUTH HAVEN STREET | BALTIMORE | MD | 21224 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $52,000 | ||||||
| MEETING GROUND INC | ||||||||||||
| PO BOX 808 | ELKTON | MD | 21922 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $36,000 | ||||||
| MOUNTAIN CHRISTIAN CHURCH - TABITHA'S HOUSE | ||||||||||||
| 1824 MOUNTAIN ROAD | JOPPA | MD | 21085 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $42,000 | ||||||
| MOVEABLE FEAST INC | ||||||||||||
| 901 N MILTON AVENUE | BALTIMORE | MD | 21205 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | ||||||
| NEW COVENANT CHRISTIAN SCHOOL | ||||||||||||
| 128 ST MARYS CHURCH ROAD | ABINGDON | MD | 21009 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $7,000 | ||||||
| OAK ORCHARD BOYS & GIRLS CLUB | ||||||||||||
| 31550 OAK ORCHARD ROAD | MILLSBORO | DE | 19966 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | ||||||
| PATTISON'S DREAM ACADEMY | ||||||||||||
| 2014 BEES FERRY ROAD | CHARLESTON | SC | 29414 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | ||||||
| PRAISING THROUGH RECOVERY | ||||||||||||
| 2309 PERRY AVENUE | EDGEWOOD | MD | 21040 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $51,500 | ||||||
| THE SAMARITAN WOMEN | ||||||||||||
| 602 S CHAPEL GATE LANE | BALTIMORE | MD | 21229 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | ||||||
| SARC | ||||||||||||
| PO BOX 1207 | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $100,000 | ||||||
| SCHOOL MINISTRIES INC | ||||||||||||
| 101 RICE BENT WAY 6 | COLUMBIA | SC | 29229 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | ||||||
| ST CLARE FOOD PANTRY | ||||||||||||
| 714 MYRTH AVENUE | ESSEX | MD | 21221 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | ||||||
| ST IGNATIUS LOYOLA ACADEMY | ||||||||||||
| 300 GITTINGS ST | BALTIMORE | MD | 21230 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | ||||||
| ST JOHN COMMUNITY FOUNDATION | ||||||||||||
| 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | PO BOX 1020 | ST JOHN | VIRGIN ISLANDS | VQ | 831 | |||||
| THE SUCCESS PROJECT INC | ||||||||||||
| 101 STANSBURY CT | HAVRE DE GRACE | MD | 21078 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | ||||||
| THERAPEUTIC ALTERNATIVES OF MARYLAND | ||||||||||||
| 1994 CROMWELL BRIDGE ROAD | BALTIMORE | MD | 21234 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | ||||||
| UPPER CHESAPEAKE HEALTH FOUNDATION | ||||||||||||
| 520 UPPER CHESAPEAKE DRIVE SUITE | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $52,500 | 405 | |||||
| VILLAGE AT LAKEVIEW | ||||||||||||
| 833 FISHERMAN LANE | EDGEWOOD | MD | 21040 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $13,000 | ||||||
| WILSON MINISTRY CENTER | ||||||||||||
| 1024 MAIN ST | DARLINGTON | MD | 21034 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $16,000 | ||||||
| YOUNG LIFE SOUTHERN DELAWARE | ||||||||||||
| 11363 EAGLE RUN | LINCOLN | DE | 19960 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,404,170 | 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 | $218,600 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $438,432 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $519,985 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,749,090 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBIT INCOME FROM PARTNERSHIP | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,841 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,841 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,926,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,932,948 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | UBIT | RelationshipStatementTxt |
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 | $28,910 | Amt |
| Net Investment Income | $14,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,455 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,610,098 | EOYBookValueAmt |
| EOYFMV | $5,389,279 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $9,379,898 | EOYBookValueAmt |
| EOYFMV | $16,136,353 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $29,594,139 | BookValueAmt |
| EOYFMV | $34,401,872 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSE | $7,798 | $3,899 | $3,899 |
| INSURANCE | $4,378 | $0 | $4,378 |
| TELEPHONE | $2,063 | $0 | $2,063 |
| DUES & SUBSCRIPTIONS | $5,592 | $0 | $5,592 |
| WEBSITE | $985 | $0 | $985 |
| BANK FEES | $162 | $162 | $0 |
| NONDEDUCTIBLES FROM PASSTHROUGHS | $5 | $0 | $0 |
| GRANTS MGMT SOFTWARE | $1,000 | $0 | $1,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH K-1S | $519,985 | $519,985 | $519,985 |
| UBIT INCOME FROM PARTNERSHIP | $6,841 | $6,841 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $28,060 | $5,000 | $23,060 |
| PAYROLL PROCESSING | $1,233 | $0 | $1,233 |
| INVESTMENT MANAGEMENT FEE | $168,349 | $168,349 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN & RECLAIMABLE TAXES | $17,182 | $17,182 | $0 |
| EXCISE TAXES | $5,544 | $0 | $0 |