ROBERT W DEUTSCH FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W DEUTSCH FOUNDATION INC (EIN 52-1758252)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-09
- IRS object ID
- 202032539349100803
- Schema version
- 2019v5.1
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-09T11:05:32-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A SEYMOUR | PreparerPersonNm |
| PTIN | P00644232 | PTIN |
| Phone | 4105842218 | PhoneNum |
| Preparation | 2020-08-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.64.121.61 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-09 | IPDt |
| IP Tm | 11:04:14 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C7A34B2BD876ED8976A7808E74DEE3BEB53D907 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,372,824 | 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 |
| Dividends Rev And Expnss | $2,272,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,272,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,326,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,395,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,326,503 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,596 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,596 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,601,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,601,861 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $385,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $358,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $439,084 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,625 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $432,459 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $736 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $736 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,153 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,153 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $217,644 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $152,072 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $65,572 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $271,408 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,455 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $59,087 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $45,257 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $40,641 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,636 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $29,016 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,016 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $380,640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $379,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,828,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,372,069 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,155,762 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,155,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,984,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,527,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,382,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,414,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $502,682 | CashBOYAmt |
| Cash EOY | $1,703,862 | CashEOYAmt |
| Cash EOYFMV | $1,703,862 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,870,527 | 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 | $1,695,930 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $11,677 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $1,684,253 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,695,930 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $92,371,904 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $85,281,357 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,218,026 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,829,532 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,798 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $3,768,734 | LandEOYAmt |
| Land EOYFMV | $3,829,532 | LandEOYFMVAmt |
| Other Assets BOY | $3,730 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,562 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,562 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $101,748,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,363,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,372,824 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,608 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,350 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,575 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,608 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,925 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $101,742,235 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,109,755 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $250,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,742,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,359,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,748,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,363,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,742,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,382,480 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $99,359,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,359,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| MUTUAL FUNDS 1042862 (LT) | P | 2019-01-01 | 2019-12-31 | $663,431 | $663,431 | $663,431 | |
| MUTUAL FUNDS 1042862 (ST) | P | 2019-01-01 | 2019-12-31 | -$46,565 | -$46,565 | $46,565 | |
| MT. VERNON ASSOCIATES 1042997 (LT) | P | 2019-01-01 | 2019-12-31 | $7,583 | $7,583 | $7,583 | |
| SCOUT FUND 133065-000 (ST) | P | 2019-01-01 | 2019-12-31 | $627,421 | $627,421 | $627,421 | |
| ARCADIAN K-1 (ST) | P | 2019-01-01 | 2019-12-31 | -$12,756 | -$12,756 | $12,756 | |
| ARCADIAN K-1 (LT) | P | 2019-01-01 | 2019-12-31 | $93,523 | $93,523 | $93,523 | |
| PROPEL BALTIMORE K-1 (LT) | P | 2019-01-01 | 2019-12-31 | $3,117 | $3,117 | $3,117 | |
| BROWN INVESTMENT LP | P | 2019-01-01 | 2019-12-31 | -$4,150 | -$4,150 | $4,150 | |
| BROWN INVESTMENT LLLP | P | 2019-01-01 | 2019-12-31 | -$5,101 | -$5,101 | $5,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,326,503 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,401,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $102,967,602 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052461 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,333,202 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $101,726,879 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052427 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,054,392 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $94,387,419 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053549 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,907,921 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $100,371,563 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048898 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,544,913 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $105,222,474 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052697 | DistributionYr5Rt |
| Total Distribution | 0.260032 | TotalDistributionRt |
| Average Distribution | 0.052006 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $100,894,396 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,247,114 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34,145 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,281,259 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,527,831 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $34,145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Overpayment | $15,822 | OverpaymentAmt |
| Applied To ES Tax | $15,822 | 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 (3 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 | $150,000 | $0 | $0 |
| NEIL DIDRIKSEN | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | CHIEF OPERATING OFFICER | 40.00 | $140,000 | $0 | $0 |
| LAUREN MACLURE | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | DIRECTOR | 30.00 | $95,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JESSICA SOLOMON | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | 40.00 | $102,376 | $5,744 | $0 |
| SONJA CENDAK | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | 40.00 | $72,000 | $6,480 | $0 |
| WILLIAM MCCARTHY | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | 40.00 | $66,250 | $3,117 | $0 |
| LESLIE HAMMOND | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | 30.00 | $56,250 | $0 | $0 |
| KHADIJA ADELL | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | 40.00 | $52,292 | $300 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARQUETTE ASSOCIATES INC (BALTIMORE OFFICE) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1312 BELLONA AVENUE SUITE 300 | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $77,366 | 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 | $98,813,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,167,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,449,458 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,430,859 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,430,859 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,536,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,894,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,044,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,044,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,145 | TotalTaxAmt |
| Distributable Before Adj | $5,010,575 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,010,575 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,010,575 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,527,831 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,527,831 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $34,145 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,493,686 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,010,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $112,678 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,875 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $375,767 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $318,588 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $559,736 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,453,644 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,527,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,010,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $517,256 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,970,900 | 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 | $112,678 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,858,222 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,875 | ExcessFromYear4Amt |
| Excess From Year3 | $375,767 | ExcessFromYear3Amt |
| Excess From Year2 | $318,588 | ExcessFromYear2Amt |
| Excess From Year1 | $559,736 | ExcessFromYear1Amt |
| Excess From Current Year | $517,256 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ARTS EVERYDAY | ||||||
| 120 W NORTH AVE | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $20,000 | |
| ARTSCENTRIC | ||||||
| 2600 N HOWARD ST | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $10,000 | |
| ASSOCIATED BLACK CHARITIES | ||||||
| 2 HAMILL ROAD - 272 NORTH QUADRANGL | BALTIMORE | MD | 21210 | GENERAL OPERATING GRANT | $5,000 | |
| BALTIMORE ALGEBRA PROJECT | ||||||
| 235 HOLIDAY STREET | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $10,000 | |
| BALTIMORE ARTS REALTY CORPORATION | ||||||
| 1122 KENILWORTH DRIVE SUITE 500 | TOWSON | MD | 21204 | GENERAL OPERATING GRANT | $1,616,459 | |
| BALTIMORE CLAYWORKS | ||||||
| 5707 SMITH AVE | BALTIMORE | MD | 21209 | GENERAL OPERATING GRANT | $9,000 | |
| BALTIMORE UNITED IN LEADERSHIP DEVELOPMENT (BUILD) | ||||||
| 2439 MARYLAND AVE | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $200,000 | |
| BARCO | ||||||
| 2519 NORTH CHARLES STREET SUITE 201 | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $65,000 | |
| BELIEVE IN MUSIC INC | ||||||
| 211 LOMBARD STREET SUITE 162 | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $30,000 | |
| BLACK WOMEN BUILD BALTIMORE | ||||||
| PO BOX 165164 | BALTIMORE | MD | 21217 | GENERAL OPERATING GRANT | $40,000 | |
| CENTER FOR URBAN FAMILIES | ||||||
| 2201 N MONROE STREET | BALTIMORE | MD | 21217 | GENERAL OPERATING GRANT | $3,540 | |
| CENTRAL BALTIMORE PARTNERSHIP | ||||||
| 25 E 20TH ST | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $10,000 | |
| CITY LIT PROJECT | ||||||
| 120 W NORTH AVENUE SUITE 201 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $45,000 | |
| CITY NEIGHBORS FOUNDATION | ||||||
| 4301 RASPE AVE | BALTIMORE | MD | 21206 | GENERAL OPERATING GRANT | $80,319 | |
| CITYLIT PROJECT | ||||||
| 120 W NORTH AVE SUITE 201 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $50,000 | |
| CODE IN THE SCHOOLS | ||||||
| 10 E NORTH AVE | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $60,000 | |
| ENOCH PRATT FREE LIBRARY | ||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $198,120 | |
| ERIC JACKSON | ||||||
| C/O CHERRY HILL DEVELOPMENT | BALTIMORE | MD | 21225 | GENERAL OPERATING GRANT | $2,000 | CORPORATION 806 CHERRY HILL ROAD |
| FRACTURED ATLAS | ||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL OPERATING GRANT | $392,463 | |
| FRINGEARTS | ||||||
| 140 N CHRISTOPHER COLUMBUS BLVD | PHILADELPHIA | PA | 19106 | GENERAL OPERATING GRANT | $25,000 | |
| FUND FOR EDUCATION EXCELLANCE | ||||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $17,500 | |
| FUSION PARTNERS | ||||||
| 1601 GUILFORD AVENUE | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $73,600 | |
| GEORGETOWN UNIV PRISONS AND JUSTICE INITIATIVE | ||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | GENERAL OPERATING GRANT | $885 | |
| GRANT MAKERS IN THE ARTS | ||||||
| 4055 21ST AVE W 100 | SEATTLE | WA | 98199 | GENERAL OPERATING GRANT | $3,200 | |
| JOY BALTIMORE | ||||||
| 2653 MARYLAND AVE 1 | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $2,000 | |
| LIBRARIES WITHOUT BORDERS | ||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | GENERAL OPERATING GRANT | $2,500 | |
| MARYLAND ART PLACE | ||||||
| 218 W SARATOGA ST | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $15,000 | |
| MARYLAND CITIZENS FOR THE ARTS | ||||||
| 120 W NORTH AVE 302 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $5,000 | |
| MARYLAND PHILANTHROPY NETWORK | ||||||
| 1600 W 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | GENERAL OPERATING GRANT | $10,000 | |
| MARYLAND VOLUNTEER LAWYER FOR THE ARTS | ||||||
| 120 W NORTH AVENUE SUITE 305A | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $25,000 | |
| NATIONAL ARTS STRATEGIES | ||||||
| 2000 DUKE ST | ALEXANDRIA | VA | 22314 | GENERAL OPERATING GRANT | $10,000 | |
| NATIONAL DIGITAL INCLUSION ALLIANCES | ||||||
| 3000 E MAIN ST 50 | COLUMBUS | OH | 43209 | GENERAL OPERATING GRANT | $10,000 | |
| NEIGHBORHOOD DESIGN CENTER | ||||||
| 120 W NORTH AVENUE 306 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $40,000 | |
| NEW GREENMOUNT WEST COUMMUNITY ASSOCIATION | ||||||
| 1634 GUILFORD AVENUE LANVALE | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $5,000 | ENTRANCE |
| NEW VENTURE FUND | ||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | GENERAL OPERATING GRANT | $90,000 | |
| NEWTON SCHOOLS FOUNDATION | ||||||
| PO BOX 590020 | NEWTON | MA | 02459 | GENERAL OPERATING GRANT | $10,000 | |
| NORTH AVENUE ARTS LLC | ||||||
| 120 W NORTH AVE 201 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $100,000 | |
| OPEN WORKS | ||||||
| 1400 GREENMOUNT AVENUE | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $470,000 | |
| PC'S FOR PEOPLE | ||||||
| 4220 SHANNON DRIVE SUITE L | BALTIMORE | MD | 21213 | GENERAL OPERATING GRANT | $25,000 | |
| REBUILD METRO | ||||||
| 1129 N CAROLINE ST | BALTIMORE | MD | 21213 | GENERAL OPERATING GRANT | $70,000 | |
| RISING OVEN STANDARDS & EXCELLING | ||||||
| 1822 N FOREST PARK AVE | BALTIMORE | MD | 21207 | GENERAL OPERATING GRANT | $7,000 | |
| STRONG CITY | ||||||
| 3503 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $151,300 | |
| THE PEALE CENTER FOR BALTIMORE | ||||||
| 225 HOLLIDAY ST | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $15,000 | |
| THREAD | ||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | GENERAL OPERATING GRANT | $75,000 | |
| TOUCHING YOUNG LIVES INC | ||||||
| 10 E NORTH AVE | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $2,000 | |
| UNITED WORKERS | ||||||
| 2640 ST PAUL ST | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $20,000 | |
| UNIVERSITY OF BALTIMORE EDUCATION FOUNDATION | ||||||
| 1130 N CHARLES ST | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $1,876 | |
| WILLIAM PINDERHUGHES ELEMENTARY MIDDLE SCHOOL | ||||||
| 1401 W LAFAYETTE AVE | BALTIMORE | MD | 21217 | GENERAL OPERATING GRANT | $1,000 | |
| WOMBWORK PRODUCTIONS | ||||||
| 3123 WALBROOK AVE | BALTIMORE | MD | 21216 | GENERAL OPERATING GRANT | $20,000 | |
| YOUNG ARTS PATRONS | ||||||
| 902 S COOPER ST | MEMPHIS | TN | 38104 | GENERAL OPERATING GRANT | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,155,762 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,272,762 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,945 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,326,503 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TAX REFUND | 01 | $301 |
| 2510 N CHARLES OTHER INCOME | 01 | $200 |
| OTHER INCOME FROM BOY | 01 | $150 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,601,861 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,601,861 | 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 | $19,153 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,153 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 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 | ADS | 7.000000000000 | $492 | $0 | ||
| FURNITURE | 2019-04-22 | $8,049 | ADS | 7.000000000000 | $719 | $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 | ADS | 7.000000000000 | $14 | $0 | ||
| FURNITURE | 2019-11-12 | $75,050 | ADS | 7.000000000000 | $1,340 | $0 | ||
| FURNITURE | 2019-04-12 | $69,453 | ADS | 7.000000000000 | $6,201 | $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 | ADS | 40.000000000000 | $6,144 | $0 | ||
| 2519 N. CHARLES ST. - IMPROVEMENT | 2019-09-01 | $4,161,932 | ADS | 40.000000000000 | $30,347 | $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 | $19,856,472 | $19,856,472 |
| OTHER INVESTMENTS | AT COST | $18,206,431 | $18,206,431 |
| EQUITIES | AT COST | $47,218,454 | $63,155,123 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (15 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 | $492 | $5,019 |
| FURNITURE | $8,049 | $719 | $7,330 |
| FURNITURE - ARTWORK | $10,625 | $0 | $10,625 |
| FURNITURE - ARTWORK | $5,000 | $0 | $5,000 |
| FURNITURE | $776 | $14 | $762 |
| FURNITURE | $75,050 | $1,340 | $73,710 |
| FURNITURE | $69,453 | $6,201 | $63,252 |
| 2519 N. CHARLES ST. - BUILDING | $842,549 | $6,144 | $836,405 |
| 2519 N. CHARLES ST. - IMPROVEMENT | $4,161,932 | $30,347 | $4,131,585 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $736 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $736 | 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 | $0 | $14,832 | $14,832 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $83,588 | $0 | $83,588 |
| BANK CHARGES | $171 | $0 | $171 |
| DUES & SUBSCRIPTIONS | $2,097 | $0 | $2,097 |
| INSURANCE | $57,661 | $0 | $57,661 |
| LAUNDRY & CLEANING | $3,350 | $0 | $3,350 |
| REPAIR & MAINTENANCE | $3,064 | $0 | $2,083 |
| OFFICE EXPENSES | $40,266 | $0 | $40,266 |
| PROGRAM EXPENSES | $161,877 | $0 | $161,877 |
| SUPPLIES | $4,133 | $0 | $4,133 |
| OTHER EXPENSES | $3,878 | $0 | $3,878 |
| REIMBURSED EXPENSES | $1,651 | $0 | $1,651 |
| MEMBERSHIP DUES | $6,357 | $0 | $6,357 |
| PAYROLL EXPENSES | $2,633 | $0 | $2,633 |
| PROMOTIONAL | $45 | $0 | $45 |
| WORKSHOP EXPENSE | $648 | $0 | $648 |
| MEALS & ENTERTAINMENT | $9,222 | $0 | $9,222 |
| EXPENSES FROM K-1S (ROUNDING ADJUSTMENTS) | -$1 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ORDINARY INCOME | $1,945 | $1,945 | $1,945 |
| TAX REFUND | $301 | $301 | $301 |
| 2510 N CHARLES OTHER INCOME | $200 | $200 | $200 |
| OTHER INCOME FROM BOY | $150 | $150 | $150 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,575 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $65,572 | $0 | $65,572 |
| INVESTMENT FEES | $152,072 | $152,072 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $271,408 | Amt |
| Net Investment Income | $2,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $59,087 | DisbursementsCharitablePrpsAmt |