AARON STRAUS AND LILLIE STRAUS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AARON STRAUS AND LILLIE STRAUS FOUNDATION INC (EIN 52-2040073)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201823179349100132
- Schema version
- 2017v2.3
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T09:40:52-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521158459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERTZBACH & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 RED BROOK BLVD SUITE 300 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522040073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AARON STRAUS & LILLIE STRAUS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARO | BusinessNameControlTxt |
| Phone | 4105398308 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 EAST READ STREET NO 100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN RIVITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4105398308 | PhoneNum |
| Signature | 2018-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NINA I SCHERR CPA | PreparerPersonNm |
| PTIN | P00029195 | PTIN |
| Phone | 4103633200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.1.94.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-07 | IPDt |
| IP Tm | 08:55:58 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5F384C19664174571AB6B872BE3D2C225E7C89A2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,071,954 | 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 | $1,524,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,524,878 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,284,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,397,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,284,454 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,298 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,806,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,809,332 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $357,739 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,774 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $321,965 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $35,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $83,745 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,452 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $70,293 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,321 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,264 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,057 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $605,487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $569,487 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $83,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83,053 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,427 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $24,413 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,413 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,672 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,672 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,581 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $297 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,284 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,286,938 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $742,327 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $543,184 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,822,391 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,032,891 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,109,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $742,327 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,576,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,696,705 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,067,005 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,335 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,273 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $23,829 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,815 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,815 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,786,544 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $59,793,136 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,750,178 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,750,178 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,157 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,584 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,132 | LandBOYAmt |
| Land EOY | $2,573 | LandEOYAmt |
| Land EOYFMV | $2,573 | LandEOYFMVAmt |
| Other Assets BOY | $135,343 | OtherAssetsBOYAmt |
| Other Assets EOY | $120,115 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $120,115 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $64,877,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,071,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,071,954 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $57,382 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $57,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $513,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $303,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $570,882 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $360,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $64,306,437 | UnrestrictedBOYAmt |
| Unrestricted EOY | $70,711,954 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,306,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,711,954 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,877,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,071,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,306,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,696,705 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,709,180 | OtherIncreasesAmt |
| Subtotal | $70,712,322 | SubtotalAmt |
| Other Decreases | $368 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $70,711,954 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS LP PASS-THROUGH | P | $312,497 | $312,497 | ||
| ADAGE CAPITAL PARTNERS LP PASS-THROUGH | P | $1,188,073 | $1,188,073 | ||
| HIGHFIELDS CAPITAL IV LP PASS-THROUGH | P | -$259,843 | -$259,843 | ||
| HIGHFIELDS CAPITAL IV LP PASS-THROUGH | P | $387,878 | $387,878 | ||
| PUBLICLY TRADED SECURITIES - SCHWAB #4267 | $143,487 | $143,487 | $1,347,113 | $1,203,626 | |
| PUBLICLY TRADED SECURITIES - SCHWAB #4267 | $1,901,285 | $1,901,285 | $4,179,758 | $2,278,473 | |
| THE SILCHESTER INT'L INVESTORS PASS-THROUGH | P | $72,390 | $72,390 | ||
| THE SILCHESTER INT'L INVESTORS PASS-THROUGH | P | $426,575 | $426,575 | ||
| SILVER CREEK | P | $2,481 | $2,481 | $2,481 | |
| PUBLICLY TRADED SECURITIES - SCHWAB #4729 | -$4,679 | -$4,679 | $595,192 | $599,871 | |
| PUBLICLY TRADED SECURITIES - SCHWAB #4729 | -$132,313 | -$132,313 | $254,783 | $387,096 | |
| SOMERSET | P | -$70 | -$70 | ||
| SOMERSET | P | -$788 | -$788 | ||
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY 457(B) PLAN | $447 | $447 | $12,386 | $11,939 | |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY 457(B) PLAN | -$1,649 | -$1,649 | $6,137 | $7,786 | |
| RYDER COURT INT'L SELECT FUND PASS-THROUGH | P | -$4,311 | -$4,311 | ||
| RYDER COURT INT'L SELECT FUND PASS-THROUGH | P | $65,103 | $65,103 | ||
| PROPEL BALTO FUND - SHORT TERM | P | $4,761 | $4,761 | ||
| PROPEL BALTO FUND - LONG TERM | P | -$44,093 | -$44,093 | ||
| ACADIAN - SHORT TERM | P | $29,539 | $29,539 | ||
| ACADIAN - LONG TERM | P | $185,948 | $185,948 | ||
| GENERATION IM ASIA FUND LP | P | -$11,193 | -$11,193 | ||
| GENERATION IM ASIA FUND LP | P | $22,929 | $22,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,284,454 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,469,013 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,494,260 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053788 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,647,308 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $67,497,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054036 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,671,722 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $68,772,710 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053389 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,373,390 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $64,386,979 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052392 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,217,012 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $60,651,905 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053041 | DistributionYr5Rt |
| Total Distribution | 0.266646 | TotalDistributionRt |
| Average Distribution | 0.053329 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $67,039,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,575,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50,670 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,625,824 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,576,075 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101,340 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $101,340 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $101,340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $37,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $62,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $38,845 | TaxDueAmt |
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.STRAUSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAN RIVITZ | IndividualWithBooksNm |
| Phone | 4105398308 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 EAST READ STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN LEVITON | ||||||||
| 500 WEST BALTIMORE STREET | BALTIMORE | MD | 21201 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JAN C RIVITZ | ||||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | PRESIDENT/TREASURER | 40.00 | $357,739 | $58,251 | $0 |
| TERRY UNDERBERG | ||||||||
| 136 EAST 56TH STREET | NEW YORK | NY | 10022 | SECRETARY | 0.50 | $0 | $0 | $0 |
| STEPHEN H ABRAHAM | ||||||||
| 1758 PARK ROAD NW | WASHINGTON | DC | 200102105 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SAMUEL HIMMELRICH | ||||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 212111934 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LEE E COPLAN | ||||||||
| 750 EAST PRATT STREET | BALTIMORE | MD | 21202 | VICE PRESIDENT | 0.50 | $0 | $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 | CAMBRIDGE ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISER | ServiceTypeTxt |
| Compensation | $104,459 | 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 | $20,169,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,392,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $46,497,842 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,060,489 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,060,489 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,020,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,039,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,351,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,351,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101,340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101,340 | TotalTaxAmt |
| Distributable Before Adj | $3,250,639 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,250,639 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,250,639 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,576,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,576,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,576,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,250,639 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $235,320 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $262,715 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $330,502 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $368,698 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $256,056 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,453,291 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,576,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,250,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $325,436 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,778,727 | 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 | $235,320 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,543,407 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $262,715 | ExcessFromYear4Amt |
| Excess From Year3 | $330,502 | ExcessFromYear3Amt |
| Excess From Year2 | $368,698 | ExcessFromYear2Amt |
| Excess From Year1 | $256,056 | ExcessFromYear1Amt |
| Excess From Current Year | $325,436 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAN RIVITZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 EAST READ STREET SUITE 100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4105398308 | RecipientPhoneNum |
| Form And Info And Materials | COMMON GRANT APPLICATION FORM (ABAG FORM) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED YEAR-ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS TO ENDOWMENTS OR INDIVIDUALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF MARYLAND | ||||||||
| 3600 CLIPPER MILL ROAD SUITE 350 | BALTIMORE | MD | 21211 | N/A | PC | ALL GENERAL SUPPORT | $135,000 | |
| ADVOCATES FOR CHILDREN AND YOUTH | ||||||||
| ONE NORTH CHARLES STREET SUITE 2400 | BALTIMORE | MD | 21201 | N/A | PC | ALL GENERAL SUPPORT | $29,000 | |
| ANACOSTIA WATERSHED SOCIETY | ||||||||
| 4302 BALTIMORE AVE | BLADENSBURG | MD | 20710 | N/A | PC | ALL GENERAL SUPPORT | $100 | |
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | ||||||||
| 2 E READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | N/A | PC | ALL GENERAL SUPPORT | $6,792 | |
| BALTIMORE CHESAPEAKE BAY OUTWARD BOUND | ||||||||
| 1900 EAGLE DRIVE | BALTIMORE | MD | 21207 | N/A | PC | ALL GENERAL SUPPORT | $100 | |
| BALTIMORE CORPS | ||||||||
| 2401 LIBERTY HEIGHTS AVENUE | BALTIMORE | MD | 21215 | N/A | PC | ALL GENERAL SUPPORT | $105,104 | |
| BALTIMORE SCHOOL FOR THE ARTS FOUNDATION | ||||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | N/A | PC | ALL GENERAL SUPPORT | $25,000 | |
| BEHAVIORAL HEALTH SYSTEM BALTIMORE | ||||||||
| ONE NORTH CHARLES STREET TOWER 2 | BALTIMORE | MD | 21201 | N/A | PC | ALL GENERAL SUPPORT | $75,000 | 8TH FLOOR |
| BELIEVE IN MUSIC | ||||||||
| 5718 PIMLICO ROAD SUITE 1B | BALTIMORE | MD | 21209 | N/A | PC | ALL GENERAL SUPPORT | $25,000 | |
| BETH TFILOH CONGREGATION | ||||||||
| 3300 OLD COURT ROAD | BALTIMORE | MD | 21208 | N/A | PC | ALL GENERAL SUPPORT | $4,000 | |
| CENTRAL SYNAGOGUE | ||||||||
| 652 LEXINGTON AVENUE | NEW YORK | NY | 10022 | N/A | PC | ALL GENERAL SUPPORT | $1,500 | |
| CAMP AIRY AND CAMP LOUISE FOUNDATION INC | ||||||||
| 5750 PARK HEIGHTS AVENUE SUITE 306 | BALTIMORE | MD | 21215 | N/A | PC | ALL GENERAL SUPPORT | $914,500 | |
| CENTRAL SCHOLARSHIP | ||||||||
| 6 PARK CENTER COURT SUITE 211 | OWINGS MILLS | MD | 21117 | N/A | PC | ALL GENERAL SUPPORT | $130,000 | |
| JOHNS HOPKINS BAYVIEW MEDICAL CENTER CENTRO SOL | ||||||||
| MASON F LORD BUILDING 5200 EASTERN | BALTIMORE | MD | 21224 | N/A | PC | ALL GENERAL SUPPORT | $168,000 | AVENUE SUITE 4200 |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | PC | ALL GENERAL SUPPORT | $1,000 | |
| CLOSE UP BALTIMORE | ||||||||
| 3503 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | ALL GENERAL SUPPORT | $25,000 | |
| CONGREGATION BET HAVERIM | ||||||||
| PO BOX 29548 | ATLANTA | GA | 30359 | N/A | PC | ALL GENERAL SUPPORT | $2,000 | |
| DEFENDERS OF WILDLIFE | ||||||||
| PO BOX 1553 | MERRIFIELD | VA | 221161553 | N/A | PC | ALL GENERAL SUPPORT | $1,000 | |
| FH FOUNDATION | ||||||||
| 1515 HOPE STREET SUITE 204 | SOUTH PASADENA | CA | 91030 | N/A | PC | ALL GENERAL SUPPORT | $1,000 | |
| FONZ | ||||||||
| PO BOX 37012 MRC 5516 | WASHINGTON | DC | 200137012 | N/A | PC | ALL GENERAL SUPPORT | $250 | |
| FOUNDATION OF THE NATIONAL LIPID ASSOCIATION | ||||||||
| 6816 SOUTHPOINT PARKWAY SUITE 1000 | JACKSONVILLE | FL | 32216 | N/A | PC | ALL GENERAL SUPPORT | $3,000 | |
| FREESTATE JUSTICE | ||||||||
| 231 EAST BALTIMORE STREET SUITE | BALTIMORE | MD | 21202 | N/A | PC | ALL GENERAL SUPPORT | $4,000 | 1100 |
| GIRL SCOUTS OF CENTRAL MARYLAND | ||||||||
| 4806 SETON DRIVE | BALTIMORE | MD | 21215 | N/A | PC | ALL GENERAL SUPPORT | $6,000 | |
| GREEN STREET ACADEMY FOUNDATION | ||||||||
| 125 N HILTON STREET | BALTIMORE | MD | 21229 | N/A | PC | ALL GENERAL SUPPORT | $8,500 | |
| HORACE MANN SCHOOL | ||||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | N/A | PC | ALL GENERAL SUPPORT | $2,500 | |
| IMPACT HUB BALTIMORE | ||||||||
| 10 EAST NORTH AVENUE | BALTIMORE | MD | 21202 | N/A | PC | ALL GENERAL SUPPORT | $50,000 | |
| JOHNS HOPKINS DIVISION OF GENERAL PEDIATRICS & ADOLESCENT MEDICINE | ||||||||
| 200 NORTH WOLFE STREET ROOM 2074 | BALTIMORE | MD | 21287 | N/A | PC | ALL GENERAL SUPPORT | $63,500 | |
| LEAVE NO TRACE | ||||||||
| PO BOX 997 | BOULDER | CO | 80306 | N/A | PC | ALL GENERAL SUPPORT | $200 | |
| LIFEBRIDGE HEALTH | ||||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | N/A | PC | ALL GENERAL SUPPORT | $7,000 | |
| MAGEN YELADIM CHILD SAFETY INSTITUTE | ||||||||
| 4221 WILSHIRE BLVD SUITE 170-4 | LOS ANGELES | CA | 90010 | N/A | PC | ALL GENERAL SUPPORT | $6,000 | |
| MARYLAND FILM FESTIVAL | ||||||||
| PO BOX 13246 | BALTIMORE | MD | 21203 | N/A | PC | ALL GENERAL SUPPORT | $25,000 | |
| MARYLAND HUMANITIES | ||||||||
| 108 WEST CENTRE STREET | BALTIMORE | MD | 21201 | N/A | PC | ALL GENERAL SUPPORT | $1,000 | |
| MULTICULTURAL CAREER INTERN PROGRAM (MCIP) | ||||||||
| 3101 16TH STREET NW | WASHINGTON | DC | 20010 | N/A | PC | ALL GENERAL SUPPORT | $100 | |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||||
| 284 LINCOLN STREET | LANDER | WY | 825202848 | N/A | PC | ALL GENERAL SUPPORT | $250 | |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | ALL GENERAL SUPPORT | $5,000 | |
| NYU CENTER FOR THE PREVENTION OF CARDIOVASCULAR DISEASE | ||||||||
| 530 FIRST AVENUE SKIRBALL 9U | NEW YORK | NY | 10016 | N/A | PC | ALL GENERAL SUPPORT | $3,000 | |
| OPEN SOCIETY INSTITUTE - BALTIMORE | ||||||||
| 201 NORTH CHARLES STREET SUITE 1300 | BALTIMORE | MD | 21201 | N/A | PC | ALL GENERAL SUPPORT | $27,000 | |
| PACT | ||||||||
| 7000 TUDSBURY RD | BALTIMORE | MD | 21244 | N/A | PC | ALL GENERAL SUPPORT | $2,000 | |
| SHAREBABY | ||||||||
| PO BOX 341 | BROOKLANDVILLE | MD | 21022 | N/A | PC | ALL GENERAL SUPPORT | $25,000 | |
| SHRIVER PEACEWORKER PROGRAM UNIVERSITY OF MARYLAND BALTIMORE COUNTY | ||||||||
| 1000 HILLTOP CIRCLE | BALTIMORE | MD | 21250 | N/A | PC | ALL GENERAL SUPPORT | $15,000 | |
| TAHIRIH JUSTICE CENTER | ||||||||
| 201 NORTH CHARLES STREET SUITE 920 | BALTIMORE | MD | 21201 | N/A | PC | ALL GENERAL SUPPORT | $25,000 | |
| TEACH FOR AMERICA - BALTIMORE | ||||||||
| 2601 N HOWARD STREET SUITE 300 | BALTIMORE | MD | 21218 | N/A | PC | ALL GENERAL SUPPORT | $75,000 | |
| THE ASSOCIATED | ||||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | N/A | PC | ALL GENERAL SUPPORT | $514,000 | |
| THE LANDON SCHOOL | ||||||||
| 6101 WILSON LANE | BETHESDA | MD | 20817 | N/A | PC | ALL GENERAL SUPPORT | $750 | |
| THREAD | ||||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | N/A | PC | ALL GENERAL SUPPORT | $25,000 | |
| UMBC FOUNDATION | ||||||||
| 1000 HILLTOP CIRCLE 8TH FLOOR | BALTIMORE | MD | 21250 | N/A | PC | ALL GENERAL SUPPORT | $1,000 | ADMINISTRATION BUILDING |
| WASHINGTON AND LEE UNIVERSITY | ||||||||
| 204 W WASHINGTON ST | LEXINGTON | VA | 24450 | N/A | PC | ALL GENERAL SUPPORT | $500 | |
| WILDERNESS LEADERSHIP & LEARNING INC (WILL) | ||||||||
| 1758 PARK ROAD NW | WASHINGTON | DC | 20010 | N/A | PC | ALL GENERAL SUPPORT | $7,250 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 TWENTY-FOURTH STREET NW PO BOX | WASHINGTON | DC | 200907180 | N/A | PC | ALL GENERAL SUPPORT | $500 | 97180 |
| YOUNG SURVIVORS COALITION | ||||||||
| 80 BROAD STREET SUITE 1700 | NEW YORK | NY | 10004 | N/A | PC | ALL GENERAL SUPPORT | $2,000 | |
| ATLANTA COMMUNITY FOOD BANK | ||||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| CHARM CITY - BIG MOUTH PRODUCTIONS | ||||||||
| 68 JAY STREET SUITE 304 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| VENTURE FOR AMERICA | ||||||||
| 40 WEST 29TH STREET SUITE 301 | NEW YORK | NY | 10001 | N/A | PC | ALL GENERAL SUPPORT | $40,000 | |
| UTAH FILM CENTER | ||||||||
| 50 WEST BROADWAY SUITE 1125 | SALT LAKE CITY | UT | 84101 | N/A | PC | ALL GENERAL SUPPORT | $25,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 021383780 | N/A | PC | ALL GENERAL SUPPORT | $3,000 | |
| THE FAMILY TREE | ||||||||
| 2108 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | ALL GENERAL SUPPORT | $50,000 | |
| STRONG SCHOOLS MARYLAND | ||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | N/A | PC | ALL GENERAL SUPPORT | $20,000 | |
| STOCKS IN THE FUTURE | ||||||||
| 2701 N CHARLES STREET - SUITE 300 | BALTIMORE | MD | 21218 | N/A | PC | ALL GENERAL SUPPORT | $1,000 | |
| LEVELING THE PLAYING FIELD | ||||||||
| 9170 BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | N/A | PC | ALL GENERAL SUPPORT | $30,000 | |
| JEWISH COMMUNITY CENTER OF GREATER BALTIMORE | ||||||||
| 3506 GWYNNBROOK AVENUE | OWINGS MILLS | MD | 21117 | N/A | PC | ALL GENERAL SUPPORT | $1,000 | |
| INTERCULTURAL COUNSELING CONNECTION | ||||||||
| 4500 FRANKFORD A VENUE | BALTIMORE | MD | 21206 | N/A | PC | ALL GENERAL SUPPORT | $20,000 | |
| INSTITUTE FOR ISLAMIC CHRISTIAN AND JEWISH STUDIES | ||||||||
| 956 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | N/A | PC | ALL GENERAL SUPPORT | $2,500 | |
| IMPROVING EDUCATION | ||||||||
| 10 EAST NORTH A VENUE SUITE 5 | BALTIMORE | MD | 21202 | N/A | PC | ALL GENERAL SUPPORT | $68,450 | |
| HOLISTIC LIFE FOUNDATION INC | ||||||||
| 2601 N HOWARD STREET- SUITE 130 | BALTIMORE | MD | 21218 | N/A | PC | ALL GENERAL SUPPORT | $33,045 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | N/A | PC | ALL GENERAL SUPPORT | $25,000 | |
| FOUNDATION FOR CIVIC LEADERSHIP | ||||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | N/A | PC | ALL GENERAL SUPPORT | $50,000 | |
| FAMILY LEAGUE OF BALTIMORE | ||||||||
| 2305 N CHARLES STREET SUITE 200 | BALTIMORE | MD | 21218 | N/A | PC | ALL GENERAL SUPPORT | $40,000 | |
| ENOCH PRATT FREE LIBRARY | ||||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | N/A | PC | ALL GENERAL SUPPORT | $7,500 | |
| DENT EDUCATION | ||||||||
| 2821 E FAIRMONT AVENUE | BALTIMORE | MD | 21224 | N/A | PC | ALL GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,032,891 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE FAMILY TREE | ||||||||
| 2108 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| FAMILY LEAGUE OF BALTIMORE | ||||||||
| 2305 N CHARLES STREET SUITE 200 | BALTIMORE | MD | 21218 | N/A | PC | ALL GENERAL SUPPORT | $40,000 | |
| FOUNDATION FOR CIVIC LEADERSHIP | ||||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | N/A | PC | ALL GENERAL SUPPORT | $50,000 | |
| IMPROVING EDUCATION | ||||||||
| 10 EAST NORTH A VENUE SUITE 5 | BALTIMORE | MD | 21202 | N/A | PC | ALL GENERAL SUPPORT | $50,000 | |
| LEVELING THE PLAYING FIELD | ||||||||
| 9170 BROOKVILLE ROAD | SILVER SPRING | MD | 20910 | N/A | PC | ALL GENERAL SUPPORT | $20,000 | |
| JOHNS HOPKINS BAYVIEW MEDICAL CENTER CENTRO SOL | ||||||||
| MASON F LORD BUILDING 5200 ESTERN | BALTIMORE | MD | 21224 | N/A | PC | ALL GENERAL SUPPORT | $43,000 | AVENUE SUITE 4200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $253,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,524,878 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,284,454 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASS-THROUGH PARTNERSHIP K-1 | 900099 | -$20,664 | ||
| OTHER INCOME | 01 | $17,366 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$20,664 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,826,698 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,806,034 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $26,321 | Amt |
| Net Investment Income | $5,264 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,057 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2001-01-23 | $13,526 | $13,526 | 200DB | 7.000000000000 | $0 | $0 |
| WAITING ROOM FURNITURE | 2001-12-31 | $5,527 | $5,527 | 200DB | 7.000000000000 | $0 | $0 |
| ARTWORK - JAN'S OFFICE | 2001-12-31 | $1,968 | $1,968 | 200DB | 7.000000000000 | $0 | $0 |
| NETWORK WEBSITE | 2004-02-26 | $5,000 | $5,000 | SL | 5.000000000000 | $0 | $0 |
| DESIGN/PRODUCE WEBSITE | 2004-10-11 | $5,000 | $5,000 | SL | 5.000000000000 | $0 | $0 |
| DESK CHAIR | 2000-06-22 | $690 | $690 | 200DB | 7.000000000000 | $0 | $0 |
| VIDEO CONFERENCE EQUIP | 2011-08-02 | $2,500 | $2,500 | SL | 5.000000000000 | $0 | $0 |
| ARTWORK | 2015-04-14 | $1,800 | $349 | 200DB | 7.000000000000 | $157 | $0 |
| LOBBY CHAIRS | 2015-02-19 | $1,762 | $342 | 200DB | 7.000000000000 | $154 | $0 |
| CONFERENCE ROOM CHAIRS | 2015-02-17 | $1,364 | $264 | 200DB | 7.000000000000 | $119 | $0 |
| COMPUTER - ANNE'S | 2016-07-01 | $800 | $80 | 200DB | 5.000000000000 | $128 | $0 |
| MITEL PHONE SYSTEM | 2016-07-01 | $3,042 | $217 | 200DB | 7.000000000000 | $373 | $0 |
| NEW AERON WORK CHAIR | 2017-01-31 | $868 | 200DB | 7.000000000000 | $496 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RECONCILIATION OF WAGES ON FORM 990-PF TO FORM W-3 | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART I LINES 13 & 14 | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990-PF PART I LINE 13 $357,739FORM 990-PF PART I LINE 14 73,500SHARING OF EMPLOYEES WITH UNRELATED ORGANIZATIONS 23,500 ----------TOTAL WAGES ON FORM W-3 BOX 5 $454,739 ========== | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HIGHFIELDS CAPITAL IV LP | FMV | $4,743,219 | $4,743,219 |
| SILVER CREEK III | FMV | $1,281,176 | $1,281,176 |
| ADAGE CAPITAL PARTNERS LP | FMV | $13,560,772 | $13,560,772 |
| RYDER INTERNATIONAL SELECT FUND | FMV | $4,630,308 | $4,630,308 |
| THE SILCHESTER INTERNATIONAL INVEST | FMV | $10,271,852 | $10,271,852 |
| THE WEATHERLOW OFFSHORE FUND | FMV | $6,174,591 | $6,174,591 |
| SOMERSET | FMV | $2,559,500 | $2,559,500 |
| PROPEL BALTIMORE FUND | FMV | $93,245 | $93,245 |
| VANGUARD INTERM TERM BD INDEX ADMIRAL SHR (490,228.541 SHS) | FMV | $5,568,996 | $5,568,996 |
| VANGUARD SHORT TERM BOND INDEX FUND ADMIRAL SHRS (518,939.005 SHS) | FMV | $5,386,587 | $5,386,587 |
| JHANCOCK GLBL ABSOLUTE RETURN STRAT R6 (265,243.641 SHS) | FMV | $2,795,668 | $2,795,668 |
| T ROWE PRICE NEW ERA FUND (78,947.541 SHS) | FMV | $2,881,585 | $2,881,585 |
| ACADIAN EMERGING MKTS | FMV | $3,826,257 | $3,826,257 |
| GENERATION IM ASIA FUND | FMV | $1,713,345 | $1,713,345 |
| BROWN ADVISORY SUSTAINABLE GWTH INSTL (252,425.743 SHS) | FMV | $5,263,077 | $5,263,077 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $13,526 | $13,526 | $0 |
| WAITING ROOM FURNITURE | $5,527 | $5,527 | $0 |
| ARTWORK - JAN'S OFFICE | $1,968 | $1,968 | $0 |
| NETWORK WEBSITE | $5,000 | $5,000 | $0 |
| DESIGN/PRODUCE WEBSITE | $5,000 | $5,000 | $0 |
| VIDEO CONFERENCE EQUIP | $2,500 | $2,500 | $0 |
| ARTWORK | $1,800 | $1,406 | $394 |
| LOBBY CHAIRS | $1,762 | $1,377 | $385 |
| CONFERENCE ROOM CHAIRS | $1,364 | $1,065 | $299 |
| COMPUTER - ANNE'S | $800 | $608 | $192 |
| MITEL PHONE SYSTEM | $3,042 | $2,111 | $931 |
| NEW AERON WORK CHAIR | $868 | $496 | $372 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXECUTIVE COMPENSATION PLAN | $106,193 | $120,115 | $120,115 |
| DISTRIBUTION RECEIVABLE | $25,494 | $0 | $0 |
| HOLDBACK RECEIVEABLE | $3,656 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSE | Desc |
| Amt | $368 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $363 | $0 | $363 |
| COMPUTER EXPENSE | $810 | $0 | $810 |
| DUES AND SUBSCRIPTIONS | $5,163 | $0 | $5,163 |
| INSURANCE | $3,778 | $0 | $3,778 |
| INTERNET EXPENSE | $95 | $0 | $95 |
| MEALS AND ENTERTAINMENT | $6,606 | $0 | $6,606 |
| OFFICE SUPPLIES | $2,353 | $0 | $2,353 |
| PARKING | $4,151 | $0 | $4,151 |
| PAYROLL PROCESSING | $1,483 | $297 | $1,186 |
| POSTAGE | $451 | $0 | $451 |
| MISCELLANEOUS EXPENSE | $251 | $0 | $251 |
| MARYLAND UNEMPLOYMENT INSURANCE EXPENSE | $77 | $0 | $77 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASS-THROUGH PARTNERSHIP K-1 | -$20,664 | $0 | -$20,664 |
| OTHER INCOME | $17,366 | $17,366 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $4,709,180 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR | $104,459 | $104,459 | $0 |
| INVESTMENT EXPENSES | $465,028 | $465,028 | $0 |
| CONSULTING FEES | $36,000 | $0 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $83,053 | Amt |
| Net Investment Income | $83,053 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |