M GOLDSEKER FOUNDATION OF MD: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- M GOLDSEKER FOUNDATION OF MD (EIN 52-0983502)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201923169349100417
- Schema version
- 2018v3.1
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T08:59:14-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260741952 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAINES WILEY & SCHUTZ LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2408 PEPPERMILL DR STE 2H | AddressLine1Txt |
| City | GLEN BURNIE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210613265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520983502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORRIS GOLDSEKER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | OF MARYLAND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 4108375100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 CHURCH LANE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELDON GOLDSEKER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4108375100 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON R SCHUTZ | PreparerPersonNm |
| PTIN | P00389836 | PTIN |
| Phone | 4107608111 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 08:59:14 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AED6ADB400E5460F53F64E7A0AFCAB0D22CCC447 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D0280A0F7BC3FECD0BDDAC7B68987F93B77BE44 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $102,208,546 | 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 |
| Dividends Rev And Expnss | $2,561,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,561,978 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,268,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,327,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,268,549 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,292,588 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,244,883 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,123,115 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,075,410 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $484,957 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,292 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $448,665 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $185,872 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $185,872 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $85,960 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $85,960 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,919 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,919 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $174,059 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $61,877 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $61,877 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,511 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,511 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $24,581 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $24,581 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $377,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $306,153 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70,967 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,468,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $372,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $922,352 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,930,059 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,930,059 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,398,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $372,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,852,411 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,724,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,702,965 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,992 | CashBOYAmt |
| Cash EOY | $161,254 | CashEOYAmt |
| Cash EOYFMV | $161,254 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,158,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,715,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,715,978 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $43,525,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,303,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,701,278 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,395,902 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,395,744 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,294,580 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $21,525,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,971,295 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,335,456 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $97,565 | OtherAssetsBOYAmt |
| Total Assets BOY | $80,813,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,548,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,208,546 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,795 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $1,795 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $80,813,662 | UnrestrictedBOYAmt |
| Unrestricted EOY | $84,546,324 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,813,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $84,546,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,813,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,548,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,813,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,724,200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,462 | OtherIncreasesAmt |
| Subtotal | $84,546,324 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $84,546,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $12,775,159 | $9,058,750 | $3,716,409 | $3,716,409 |
| FROM PASS THROUGH ENTITIES | P | $53,739 | $53,739 | $53,739 | |
| FROM PASS THROUGH ENTITIES | P | $1,498,401 | $1,498,401 | $1,498,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,268,549 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,268,549 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,935,068 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $100,602,109 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049055 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,785,097 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $94,487,214 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050643 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,919,952 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $100,178,429 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049112 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,728,504 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $101,514,574 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046580 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,266,762 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $93,989,942 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045396 | DistributionYr5Rt |
| Total Distribution | 0.240786 | TotalDistributionRt |
| Average Distribution | 0.048157 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $108,051,574 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,203,440 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87,030 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,290,470 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,879,911 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174,059 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $174,059 | SubtotalAmt |
| Tax Based On Investment Income | $174,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $172,265 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $272,265 | TotalPaymentsAndCreditsAmt |
| Overpayment | $98,206 | OverpaymentAmt |
| Applied To ES Tax | $98,206 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GOLDSEKERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SHEILA PURKEY | IndividualWithBooksNm |
| Phone | 4106534100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 CHURCH LANE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SHEILA PURKEY | |||||||||
| 7 CHURCH LANE | 7 CHURCH LANE | BALTIMORE | MD | 21208 | TREASURER | 8.00 | $8,040 | $0 | $0 |
| SHELDON GOLDSEKER | |||||||||
| 7 CHURCH LANE | 7 CHURCH LANE | BALTIMORE | MD | 21208 | CHAIRMAN | 10.00 | $108,876 | $0 | $0 |
| SUSAN KATZENBERG | |||||||||
| 5700 COLEY CT | 5700 COLEY ST | BALTIMORE | MD | 21210 | DIRECTOR | 2.00 | $6,000 | $0 | $0 |
| SHARNA GOLDSEKER | |||||||||
| 324 E 41ST ST APT 1002C | 324 E 41ST ST APT 1002C | NEW YORK | NY | 10017 | DIRECTOR | 2.00 | $8,000 | $0 | $0 |
| DEBORAH GOLDSEKER | |||||||||
| 4314 ROSEDALE AVE | 4314 ROSEDLE AVE | BETHESDA | MD | 20814 | DIRECTOR | 2.00 | $8,000 | $0 | $0 |
| ANA GOLDSEKER | |||||||||
| 7 CHURCH LANE | 7 CHURCH LANE | BALTIMORE | MD | 21208 | DIRECTOR | 2.00 | $8,000 | $0 | $0 |
| MATTHEW GALLAGHER | |||||||||
| 7 CHURCH LANE | 7 CHURCH LANE | BALTIMORE | MD | 21208 | PRESIDENT | 40.00 | $332,041 | $36,000 | $0 |
| SHELLY GOLDSEKER | |||||||||
| 3110 W GOLF COURSE RD | OWINGS MILLS | MD | 21117 | DIRECTOR | 2.00 | $6,000 | $0 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|---|
| LAURIE KINKEL | ||||||||
| 7 CHURCH LANE | 7 CHURCH LANE | BALTIMORE | MD | 21208 | PROGRAM DR. | 40.00 | $113,359 | $7,811 |
| TERESA DEBORD | ||||||||
| 7 CHURCH LANE | 7 CHURCH LANE | BALTIMORE | MD | 21208 | OFFICE MGR | 40.00 | $72,513 | $5,280 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSET STRATEGY CONSULTANTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 NORTH PARK DR SUITE 208 | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ASSET MGMT | ServiceTypeTxt |
| Compensation | $65,000 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES CONTRIBUTIONS AND GRANTS TO OTHER TAX EXEMPT ORGANIZATIONS WHO ARE INVOLVED IN DIRECT CHARITABLE ACTIVITIES - SEE LIST OF RECIPIENTS | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROPEL BALTIMORE FUND LLC | Description1Txt |
| Expenses1 | $27,500 | Expenses1Amt |
| Total | $27,500 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $109,514,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,623 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,363 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,697,029 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $109,697,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,645,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,051,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,402,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,402,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174,059 | TotalTaxAmt |
| Distributable Before Adj | $5,228,520 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,228,520 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,228,520 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,852,411 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $27,500 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,879,911 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,879,911 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,228,520 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,189,510 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,879,911 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,189,510 | AppliedToYear1Amt |
| Applied To Current Year | $690,401 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,538,119 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PROGRAM DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MORRIS GOLDSEKER FDN OF MD | AddressLine1Txt |
| Address Line2 | 1040 PARK AVE SUITE 310 | AddressLine2Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4108375100 | RecipientPhoneNum |
| Recipient Email Address | LAURIE@GOLDSEKERFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICANT MUST BE A NONPROFIT AND CHARITABLE, EDUCATIONAL, OR SCIENTIFIC ORGANIZATION. TO ENSURE ELIGIBILITY, APPLICANTS MUST SUBMIT EVIDENCE OF A TAX EXEMPTION RULING UNDER 501(C)(3) AND 509(A) OF THE INTERNAL REVENUE CODE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION WAS CREATED BY THE WILL OF MORRIS GOLDSEKER EXPRESSLY TO SUPPORT PROGRAMS DIRECTLY BENEFITING THE PEOPLE OF THE BALTIMORE METROPOLITAN AREA. THE ORGANIZATION MUST CARRY ON ITS WORK AND ACTIVITIES PRINCIPALLY IN THE BALTIMORE METROPOLITAN AREA. CURRENT PROGRAM INTERESTS INCLUDE: COMMUNITY AFFAIRS, EDUCATION, HUMAN SERVICES, AND NEIGHBORHOOD DEVELOPMENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| AFYA | |||||||||
| AFYA | 5504 YORK ROAD | 5504 YORK ROAD | BALTIMORE | MD | 21212 | NONE | PC | SUPPORTING GRANT | $50,000 |
| ARCHDIOCESE OF BALTIMORE | |||||||||
| ARCHDIOCESE OF BALTIMORE | 320 CATHEDRAL STREET | 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $50,000 |
| ARTS EVERY DAY | |||||||||
| ARTS EVERY DAY | 1800 N CHARLES ST SUIT | 1800 N CHARLES ST SUIT | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $10,000 |
| ASSOCIATED BLACK CHARITIES | |||||||||
| ASSOCIATED BLACK CHARITIES | 2 HAMILL RD STE 262 NO | 2 HAMILL RD STE 262 NO | BALTIMORE | MD | 21210 | NONE | PC | SUPPORTING GRANT | $50,000 |
| ASSOCIATION OF BALTIMORE AREA GRANT | |||||||||
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | 2 E READ STREET | 2 E READ STREET | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $7,130 |
| BALTIMORE ARTS REALTY CORP | |||||||||
| BALTIMORE ARTS REALTY CORP | 120 W NORTH AVE STE 2 | 120 W NORTH AVE STE 2 | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $50,000 |
| BALTIMORE COMMUNITY FOUNDATION | |||||||||
| BALTIMORE COMMUNITY FOUNDATION | 2 E READ STREET | 2 E READ STREET | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $221,000 |
| BALTIMORE CORPS | |||||||||
| BALTIMORE CORPS | 2200 GWYNNS FALLS PARKWAY | 2200 GWYNNS FALLS PARKWAY | BALTIMORE | MD | 21215 | NONE | PC | SUPPORTING GRANT | $125,000 |
| BALTIMORE HOMECOMING INC | |||||||||
| BALTIMORE HOMECOMING INC | 3700 ODONNELL ST STE | 3700 ODONNELL ST STE | BALTIMORE | MD | 21224 | NONE | PC | SUPPORTING GRANT | $50,000 |
| BALTIMORE JEWISH COUNCIL | |||||||||
| BALTIMORE JEWISH COUNCIL | 5750 PARK HEIGHTS AVE | 5750 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PC | SUPPORTING GRANT | $1,250 |
| BALTIMORE MONTESSORI PUBLIC CHARTER | |||||||||
| BALTIMORE MONTESSORI PUBLIC CHARTER | 1600 GUILFORD AVE | 1600 GUILFORD AVE | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $15,000 |
| BALTIMORE MUSEUM OF ART | |||||||||
| BALTIMORE MUSEUM OF ART | 10 ART MUSEUM DRIVE | 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $7,000 |
| BALTIMOREAN'S UNITED IN LEADERSHIP | |||||||||
| BALTIMOREAN'S UNITED IN LEADERSHIP DEV | 2493 MARYLAND AVE | 2493 MARYLAND AVE | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $50,000 |
| BALTIMORE'S PROMISE COLLABORATIVE | |||||||||
| BALTIMORE'S PROMISE COLLABORATIVE | 1 VILLAGE SQ STE 177 | 1 VILLAGE SQ STE 177 | BALTIMORE | MD | 21210 | NONE | PC | SUPPORTING GRANT | $75,000 |
| BELAIR-EDISON NEIGHBORHOODS INC | |||||||||
| BELAIR-EDISON NEIGHBORHOODS INC | 3545 BELAIR ROAD | 3545 BELAIR ROAD | BALTIMORE | MD | 21213 | NONE | PC | SUPPORTING GRANT | $80,000 |
| BETHEL OUTREACH CENTER INC | |||||||||
| BETHEL OUTREACH CENTER INC | 1429 MCCULLOH STREET | 1429 MCCULLOH STREET | BALTIMORE | MD | 21217 | NONE | PC | SUPPORTING GRANT | $49,900 |
| BIKEMORE INC | |||||||||
| BIKEMORE INC | 2209 MARYLAND AVE | 2209 MARYLAND AVE | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $50,000 |
| BUILD (BALTIMOREANS UNITED IN LEADE | |||||||||
| BUILD (BALTIMOREANS UNITED IN LEADERSHIP DEVELOPME | 2493 MARYLAND AVE | 2493 MARYLAND AVE | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $1,500 |
| CALVIN RODWELL ELEMENTARY SCHOOL | |||||||||
| CALVIN RODWELL ELEMENTARY SCHOOL | 3501 HILLSDALE ROAD | 3501 HILLSDALE ROAD | BALTIMORE | MD | 21207 | NONE | PC | SUPPORTING GRANT | $37,900 |
| CATHOLIC CHARITIES | |||||||||
| CATHOLIC CHARITIES | 320 CATHEDRAL STREET | 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $2,000 |
| CECIL ELEMENTARY SCHOOL | |||||||||
| CECIL ELEMENTARY SCHOOL | 2000 CECIL AVENUE | 2000 CECIL AVENUE | BALTIMORE | MD | 21224 | NONE | PC | SUPPORTING GRANT | $41,400 |
| CENTER STAGE | |||||||||
| CENTER STAGE | 700 N CALVERT STREET | 700 N CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $1,000 |
| CENTRAL BALTIMORE PARTNERSHIP | |||||||||
| CENTRAL BALTIMORE PARTNERSHIP | 22 EAST 20TH STREET | 22 EAST 20TH STREET | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $175,000 |
| CENTRAL MARYLAND TRANSIT ALLIANCE | |||||||||
| CENTRAL MARYLAND TRANSIT ALLIANCE | 2 E READ STREET | 2 E READ STREET | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $45,000 |
| CHANA | |||||||||
| CHANA | 1325 BEDFORD ROAD | 1325 BEDFORD ROAD | PIKESVILLE | MD | 21282 | NONE | PC | SUPPORTING GRANT | $2,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||||
| CHESAPEAKE BAY FOUNDATION | 6 HERNDON AVE | 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | NONE | PC | SUPPORTING GRANT | $52,000 |
| CHILD LIFE DEPT JHH | |||||||||
| CHILD LIFE DEPT JHH | 1800 ORLEANS STREET | 1800 ORLEANS STREET | BALTIMORE | MD | 21287 | NONE | PC | SUPPORTING GRANT | $500 |
| CODE IN THE SCHOOLS | |||||||||
| CODE IN THE SCHOOLS | 10 E NORTH AVE 3RD FLOOR | 10 E NORTH AVE 3RD FLOOR | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $25,000 |
| COMMUNITY LAW CENTER | |||||||||
| COMMUNITY LAW CENTER | 3355 KESWICK ROAD STE 2 | 3355 KESWICK ROAD STE 2 | BALTIMORE | MD | 21211 | NONE | PC | SUPPORTING GRANT | $30,000 |
| COMMUNITY MEDIATION PROGRAM INC | |||||||||
| COMMUNITY MEDIATION PROGRAM INC | 3333 GREENMOUNT AVE | 3333 GREENMOUNT AVE | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $60,000 |
| COMPREHENSIVE HOUSING ASSISTANCE CO | |||||||||
| COMPREHENSIVE HOUSING ASSISTANCE CORP | 5809 PARK HEIGHTS AVE | 5809 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PC | SUPPORTING GRANT | $100,000 |
| CREATIVE ALLIANCE | |||||||||
| CREATIVE ALLIANCE | 3134 EASTERN AVE | 3134 EASTERN AVE | BALTIMORE | MD | 21224 | NONE | PC | SUPPORTING GRANT | $20,000 |
| FRANCIS SCOTT KEY ELEMENTARY SCHOOL | |||||||||
| FRANCIS SCOTT KEY ELEMENTARY SCHOOL | 1425 EAST FORT AVE | 1425 EAST FORT AVE | BALTIMORE | MD | 21230 | NONE | PC | SUPPORTING GRANT | $28,360 |
| FRANCIS SCOTT KEY PTO | |||||||||
| FRANCIS SCOTT KEY PTO | 1425 EAST FORT AVE | 1425 EAST FORT AVE | BALTIMORE | MD | 21230 | NONE | PC | SUPPORTING GRANT | $1,900 |
| FRIENDS OF PATTERSON PARK | |||||||||
| FRIENDS OF PATTERSON PARK | 27 S PATTERSON PARK AVE | 27 S PATTERSON PARK AVE | BALTIMORE | MD | 21231 | NONE | PC | SUPPORTING GRANT | $30,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | |||||||||
| FUND FOR EDUCATIONAL EXCELLENCE | 800 NORTH CHARLES STREET | 800 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $33,380 |
| GATHER BALTIMORE | |||||||||
| GATHER BALTIMORE | 5500 HARFORD RD | 5500 HARFORD RD | BALTIMORE | MD | 21214 | NONE | PC | SUPPORTING GRANT | $2,500 |
| GOVANS ELEMENTARY | |||||||||
| GOVANS ELEMENTARY | 5801 YORK ROAD | 5801 YORK ROAD | BALTIMORE | MD | 21212 | NONE | PC | SUPPORTING GRANT | $37,500 |
| HAMILTON LAURAVILLE MAIN STREET IN | |||||||||
| HAMILTON LAURAVILLE MAIN STREET INC | 5500 HARFORD ROAD STE 2 | 5500 HARFORD ROAD STE 2 | BALTIMORE | MD | 21214 | NONE | PC | SUPPORTING GRANT | -$5,000 |
| HEALTHY NEIGHBORHOODS INC | |||||||||
| HEALTHY NEIGHBORHOODS INC | 2 E READ STREET | 2 E READ STREET | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $75,000 |
| HORIZON DAY CAMP-BALTIMORE | |||||||||
| HORIZON DAY CAMP-BALTIMORE | 8 MARKET PLACE STE 331 | 8 MARKET PLACE STE 331 | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $3,650 |
| HOUSE OF RUTH | |||||||||
| HOUSE OF RUTH | 2201 ARGONNE DRIVE | 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $1,800 |
| IMMIGRATION OUTREACH SERVICE CENTER | |||||||||
| IMMIGRATION OUTREACH SERVICE CENTER | 5401 LOCH RAVEN BLVD | 5401 LOCH RAVEN BLVD | BALTIMORE | MD | 21239 | NONE | PC | SUPPORTING GRANT | $14,000 |
| IMPACT HUB BALTIMORE | |||||||||
| IMPACT HUB BALTIMORE | 10 E NORTH AVENUE | 10 E NORTH AVENUE | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $90,000 |
| IMPROVING EDUCATION | |||||||||
| IMPROVING EDUCATION | 1794 UNION AVENUE | 1794 UNION AVENUE | BALTIMORE | MD | 21211 | NONE | PC | SUPPORTING GRANT | $15,000 |
| INGENUITY PROJECT | |||||||||
| INGENUITY PROJECT | 1400 WEST COLD SPRING LAN | 1400 WEST COLD SPRING LAN | BALTIMORE | MD | 21209 | NONE | PC | SUPPORTING GRANT | $15,000 |
| INNOVATION WORKS | |||||||||
| INNOVATION WORKS | 1400 GREENMOUNT AVE STE | 1400 GREENMOUNT AVE STE | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $50,000 |
| JEWISH COMMUNITY SERVICES | |||||||||
| JEWISH COMMUNITY SERVICES | 5750 PARK HEIGHTS AVE | 5750 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PC | SUPPORTING GRANT | $1,250 |
| JOB OPPORTUNITIES TASK FORCE | |||||||||
| JOB OPPORTUNITIES TASK FORCE | 217 E REDWOOD ST STE 1 | 217 E REDWOOD ST STE 1 | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $12,000 |
| JUBILEE BALTIMORE INC | |||||||||
| JUBILEE BALTIMORE INC | 25 EAST 20TH STREET | 25 EAST 20TH STREET | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $101,000 |
| KIDS IN NEED OF DEFENSE | |||||||||
| KIDS IN NEED OF DEFENSE | 1300 L ST NW STE 1100 | 1300 L ST NW STE 1100 | WASHINGTON | DC | 20005 | NONE | PC | SUPPORTING GRANT | $20,000 |
| LATINO ECONOMIC DEVELOPMENT CENTER | |||||||||
| LATINO ECONOMIC DEVELOPMENT CENTER | 641 S STREET NW | 641 S STREET NW | WASHINGTON | DC | 20001 | NONE | PC | SUPPORTING GRANT | $2,250 |
| LEVELING THE PLAYING FIELD | |||||||||
| LEVELING THE PLAYING FIELD | 1794 UNION AVENUE | 1794 UNION AVENUE | BALTIMORE | MD | 21211 | NONE | PC | SUPPORTING GRANT | $20,000 |
| LIVE BALTIMORE | |||||||||
| LIVE BALTIMORE | 343 N CHARLES ST 1ST FLO | 343 N CHARLES ST 1ST FLO | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $100,500 |
| LOYOLA EARLY LEARNING CENTER | |||||||||
| LOYOLA EARLY LEARNING CENTER | 801 ST PAUL STREET | 801 ST PAUL STREET | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $20,000 |
| LOYOLA UNIVERSITY MARYLAND | |||||||||
| LOYOLA UNIVERSITY MARYLAND | 4501 N CHARLES STREET | 4501 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PC | SUPPORTING GRANT | $35,000 |
| LYRIC FOUNDATION | |||||||||
| LYRIC FOUNDATION | 140 W MT ROYAL AVE | 140 W MT ROYAL AVE | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $1,000 |
| MADE IN BALTIMORE | |||||||||
| MADE IN BALTIMORE | 36 S CHARLES ST STE 21 | 36 S CHARLES ST STE 21 | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $65,000 |
| MARYLAND CITIZENS FOR THE ARTS | |||||||||
| MARYLAND CITIZENS FOR THE ARTS | 120 W NORTH AVE STE 302 | 120 W NORTH AVE STE 302 | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $500 |
| MARYLAND FOOD BANK | |||||||||
| MARYLAND FOOD BANK | 2200 HALETHORPE FARMS ROA | 2200 HALETHORPE FARMS ROA | BALTIMORE | MD | 21227 | NONE | PC | SUPPORTING GRANT | $750 |
| MARYLAND INSTITUTE COLLEGE OF ART | |||||||||
| MARYLAND INSTITUTE COLLEGE OF ART | 1300 MOUNT ROYAL AVE | 1300 MOUNT ROYAL AVE | BALTIMORE | MD | 21217 | NONE | PC | SUPPORTING GRANT | $2,700 |
| MARYLAND REACH OUT RESCUE | |||||||||
| MARYLAND REACH OUT RESCUE | PO BOX 542 | PO BOX 542 | WESTMINSTER | MD | 21158 | NONE | PC | SUPPORTING GRANT | $500 |
| MARYLAND ZOO IN BALTIMORE | |||||||||
| MARYLAND ZOO IN BALTIMORE | 1876 MANSION HOUSE DRIVE | 1876 MANSION HOUSE DRIVE | BALTIMORE | MD | 21217 | NONE | PC | SUPPORTING GRANT | $500 |
| MIDTOWN ACADEMY | |||||||||
| MIDTOWN ACADEMY | 1398 W MOUNT ROYAL AVE | 1398 W MOUNT ROYAL AVE | BALTIMORE | MD | 21217 | NONE | PC | SUPPORTING GRANT | $15,000 |
| MIRIAM LODGE KSB BACKPACKS FOR | |||||||||
| MIRIAM LODGE KSB BACKPACKS FOR KIDS | 7310 PARK HEIGHTS AVE | 7310 PARK HEIGHTS AVE | BALTIMORE | MD | 21208 | NONE | PC | SUPPORTING GRANT | $2,000 |
| MONTGOMERY COLLEGE FOUNDATION | |||||||||
| MONTGOMERY COLLEGE FOUNDATION | 40 WEST GUDE DRIVE STE | 40 WEST GUDE DRIVE STE | ROCKVILLE | MD | 20850 | NONE | PC | SUPPORTING GRANT | $5,000 |
| MORGAN STATE UNIVERSITY FOUNDATION | |||||||||
| MORGAN STATE UNIVERSITY FOUNDATION | 1700 E COLD SPRING LANE | 1700 E COLD SPRING LANE | BALTIMORE | MD | 21251 | NONE | PC | SUPPORTING GRANT | $200,000 |
| NO BOUNDARIES COALITION | |||||||||
| NO BOUNDARIES COALITION | 1526 N FREMONT AVE | 1526 N FREMONT AVE | BALTIMORE | MD | 21217 | NONE | PC | SUPPORTING GRANT | $60,000 |
| NORTHWEST HOSPITAL | |||||||||
| NORTHWEST HOSPITAL | 2401 WEST BELVEDERE AVENU | 2401 WEST BELVEDERE AVENU | BALTIMORE | MD | 21215 | NONE | PC | SUPPORTING GRANT | $7,500 |
| PATTERSON PARK AUDUBON CENTER | |||||||||
| PATTERSON PARK AUDUBON CENTER | 2901 EAST BALTIMORE STREE | 2901 EAST BALTIMORE STREE | BALTIMORE | MD | 21224 | NONE | PC | SUPPORTING GRANT | $20,000 |
| PUMPKIN THEATER | |||||||||
| PUMPKIN THEATER | 6013 EUNICE AVE | 6013 EUNICE AVE | BALTIMORE | MD | 21214 | NONE | PC | SUPPORTING GRANT | $6,000 |
| RONALD MCDONALD HOUSE OF BALTIMORE | |||||||||
| RONALD MCDONALD HOUSE OF BALTIMORE | 625 W LEXINGTON STREET | 625 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $700 |
| SCHOOL COLORS | |||||||||
| SCHOOL COLORS | 800 NORTH CHARLES STREET | 800 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $12,000 |
| SHARE BALTIMORE (NORTH EAST HOUSING | |||||||||
| SHARE BALTIMORE | 4414 FRANKFORD AVE | 4414 FRANKFORD AVE | BALTIMORE | MD | 21206 | NONE | PC | SUPPORTING GRANT | $27,000 |
| SINGLE CARROT THEATER | |||||||||
| SINGLE CARROT THEATER | 2600 N HOWARD STREET | 2600 N HOWARD STREET | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $100 |
| SOUTHEAST COMMUNITY DEVELOPMENT COR | |||||||||
| SOUTHEAST COMMUNITY DEVELOPMENT CORPORATION | 3323 EASTERN AVE | 3323 EASTERN AVE | BALTIMORE | MD | 21224 | NONE | PC | SUPPORTING GRANT | $100,000 |
| SOUTHEAST YOUTH JOBS COLLABORATIVE | |||||||||
| SOUTHEAST YOUTH JOBS COLLABORATIVE | 2911 PULASKI HIGHWAY | 2911 PULASKI HIGHWAY | BALTIMORE | MD | 21224 | NONE | PC | SUPPORTING GRANT | $30,000 |
| SOUTHWEST PARTNERSHIP | |||||||||
| SOUTHWEST PARTNERSHIP | 1138 HOLLINS STREET 2ND | 1138 HOLLINS STREET 2ND | BALTIMORE | MD | 21223 | NONE | PC | SUPPORTING GRANT | $135,000 |
| ST VINCENT DE PAUL OF BALTIMORE | |||||||||
| ST VINCENT DE PAUL OF BALTIMORE | 2305 N CHARLES STREET | 2305 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $4,000 |
| STRONG CITY BALTIMORE | |||||||||
| STRONG CITY BALTIMORE | 3503 N CHARLES STREET | 3503 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $200,000 |
| TAHIRIH JUSTICE CENTER | |||||||||
| TAHIRIH JUSTICE CENTER | 6402 ARLINGTON BLVD | 6402 ARLINGTON BLVD | FALLS CHURCH | VA | 22042 | NONE | PC | SUPPORTING GRANT | $32,000 |
| THE ASSOCIATED JEWISH COMMUNITY FED | |||||||||
| THE ASSOCIATED JEWISH COMMUNITY FEDERATION | 101 W MOUNT ROYAL AVENUE | 101 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $205,850 |
| THE JOHNS HOPKINS UNIVERSITY | |||||||||
| THE JOHNS HOPKINS UNIVERSITY | 3400 N CHARLES STREET | 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $200,000 |
| THE LOADING DOCK | |||||||||
| THE LOADING DOCK | 2 N KRESSON STREET | 2 N KRESSON STREET | BALTIMORE | MD | 21224 | NONE | PC | SUPPORTING GRANT | $60,000 |
| THE PARK SCHOOL | |||||||||
| THE PARK SCHOOL | 2425 OLD COURT ROAD | 2425 OLD COURT ROAD | BALTIMORE | MD | 21208 | NONE | PC | SUPPORTING GRANT | $3,000 |
| THE SIXTH BRANCH | |||||||||
| THE SIXTH BRANCH | 1400 GREENMOUNT AVE STE | 1400 GREENMOUNT AVE STE | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $50,000 |
| THOMAS JEFFERSON ELEMENTARY MIDDLE | |||||||||
| THOMAS JEFFERSON ELEMENTARY MIDDLE SCHOOL | 605 DRYDEN DRIVE | 605 DRYDEN DRIVE | BALTIMORE | MD | 21229 | NONE | PC | SUPPORTING GRANT | $12,000 |
| THREAD | |||||||||
| THREAD | 2401 LIBERTY HEIGHTS AVE | 2401 LIBERTY HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PC | SUPPORTING GRANT | $100,000 |
| UMBFSWCOS | |||||||||
| UMBF/SWCOS | 620 W LEXINGTON STREET | 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $1,000 |
| UNIVERSITY OF BALTIMORE FOUNDATION | |||||||||
| UNIVERSITY OF BALTIMORE FOUNDATION | 1130 N CHARLES STREET | 1130 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $3,000 |
| UNIVERSITY OF MD SWCOS | |||||||||
| UNIVERSITY OF MD SWCOS | 620 W LEXINGTON STREET | 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PC | SUPPORTING GRANT | $25,000 |
| VENTURE FOR AMERICA | |||||||||
| VENTURE FOR AMERICA | 40 W 29TH STREET | 40 W 29TH STREET | NEW YORK | NY | 10001 | NONE | PC | SUPPORTING GRANT | $75,000 |
| VOLUNTEERING UNTAPPED | |||||||||
| VOLUNTEERING UNTAPPED | 10 COOL SPRING COURT | 10 COOL SPRING COURT | LUTHERVILLETIMONIUM | MD | 21093 | NONE | PC | SUPPORTING GRANT | $2,500 |
| WYPR - YOUR PUBLIC RADIO | |||||||||
| WYPR - YOUR PUBLIC RADIO | 2216 N CHARLES STREET | 2216 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $500 |
| YOUNG AUDIENCES OF MARYLAND INC | |||||||||
| YOUNG AUDIENCES OF MARYLAND INC | 2600 N HOWARD STREET | 2600 N HOWARD STREET | BALTIMORE | MD | 21218 | NONE | PC | SUPPORTING GRANT | $20,000 |
| HEALTHY NEIGBORHOODS INC | |||||||||
| HEALTHY NEIGHBORHOODS INC | 2 E READ ST | 2 E READ ST | BALTIMORE | MD | 21202 | NONE | PC | SUPPORTING GRANT | $5,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,930,059 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,561,978 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $47,705 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,244,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,268,549 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $47,705 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,806,861 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,268,549 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,123,115 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & AUDIT | CategoryTxt |
| Amt | $68,919 | Amt |
| Net Investment Income | $30,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,919 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CUSTODIANS | BondNm |
| EOY Book Value | $11,395,744 | EOYBookValueAmt |
| EOYFMV | $11,294,580 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - VAR CUSTODIANS | StockNm |
| EOY Book Value | $45,303,848 | EOYBookValueAmt |
| EOYFMV | $54,701,278 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Book Value | $24,971,295 | BookValueAmt |
| EOYFMV | $33,335,456 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| EXCISE TAX RECEIVABLE | $97,565 |
| REDEMPTIONS RECEIVABLE |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $20,624 | $20,624 | |
| UTILITIES | $4,053 | $4,053 | |
| TELEPHONE | $6,770 | $6,770 | |
| OFFICE EXPENSES | $34,391 | $34,391 | |
| DUES & SUBSCRIPTIONS | $5,129 | $5,129 | |
| INVESTMENT MANAGER FEES | $225,153 | $225,153 | |
| ADVISORY FEES | $81,000 | $81,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FROM VARIOUS PARTNERSHIPS | $1,244,883 | $1,244,883 |
| FROM VARIOUS PARTNERSHIPS | $47,705 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE INCOME | Desc |
| Amt | $8,462 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $174,059 | Amt |