2018-11-13T12:06:06-06:00 2017-12-31 475153865 ROSEN SAPPERSTEIN & FRIEDLANDER LLC 405 YORK ROAD TOWSON MD 21204 990PF 2017-01-01 261300940 THE PLANK FAMILY FOUNDATION INC PLAN 4104546472 PO BOX 907 BROOKLANDVILLE MD 21022 THOMAS GEDDES DIRECTOR 4104546472 2018-11-06 1 RICHARD A FRIEDLANDER CPA P00024186 4105810800 2018-10-29 144.202.233.66 2018-11-06 17:11:37 ES P 377C0A7659B66925972A6D71599A6B353439AF39 377C0A7659B66925972A6D71599A6B353439AF39 2017 2019-02-21 02:37:17Z X 19985017 X X 81328 81328 516788 516788 351308 17381642 351308 949424 949424 37500 3750 0 21635 0 0 49924 0 0 25970 25383 0 19585 3130 0 264 0 9655 200 0 164533 32463 0 17850100 17850100 18014633 32463 17850100 -17065209 916961 1703 39596 39596 306695 125715 125715 36740787 19825131 18364267 15536 15536 264 0 0 1383136 1380039 1455439 38432585 21370481 19985017 70 3174 9149 9150 9219 12324 X 0 0 0 0 38423366 21358157 38423366 21358157 38432585 21370481 38423366 -17065209 0 21358157 0 21358157 EXHIBIT I - PAGE 1 OF 2 P 98262 100664 -2402 -2402 EXHIBIT I - PAGE 2 OF 2 P 602170 603676 -1506 -1506 EXHIBIT I - PAGE 2 OF 2 P 1549577 1541430 8147 8147 EXHIBIT II - PAGE 1 OF 1 P 844974 832983 11991 11991 EXHIBIT III - PAGE 4 OF 5 P 13320000 13130120 189880 189880 EXHIBIT III - PAGE 5 OF 5 P 325000 334426 -9426 -9426 EXHIBIT IV - PAGE 3 OF 15 P 59553 63049 -3496 -3496 EXHIBIT IV - PAGE 15 OF 15 P 490279 423986 66293 66293 CAPITAL GAINS DIVIDENDS P 91827 91827 91827 351308 0 13928229 45229630 0.307945 8896311 47005899 0.189259 8720826 41111797 0.212125 4468257 35132036 0.127185 3929665 21297483 0.184513 1.021027 0.204205 28266982 5772259 9170 5781429 17850100 X 9170 0 9170 0 9170 94468 0 0 94468 X 0 85298 85298 0 0 0 0 0 0 0 0 0 0 1 1 1 MD 1 0 0 0 0 1 N/A AMY LARKIN EXECUTIVE DIRECTOR 4104546472 1030 HULL STREET4TH FLOOR BALTIMORE MD 21230 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 KEVIN A PLANK 1030 HULL STREET 4TH FLOOR BALTIMORE MD 21230 DIRECTOR 1.00 0 0 0 DESIREE JACQUELINE PLANK 1030 HULL STREET 4TH FLOOR BALTIMORE MD 21230 DIRECTOR 1.00 0 0 0 THOMAS J SIPPEL 98 CHURCH STREET ROCKVILLE MD 20850 DIRECTOR 1.00 0 0 0 AMY S LARKIN 1030 HULL STREET 4TH FLOOR BALTIMORE MD 21230 DIRECTOR 20.00 37500 0 0 THOMAS GEDDES 1030 HULL STREET 4TH FLOOR BALTIMORE MD 21230 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 27238274 1459170 0 28697444 0 0 28697444 430462 28266982 1413349 1413349 9170 9170 1404179 0 1404179 0 1404179 17850100 0 17850100 9170 17840930 1404179 0 0 2992213 2899963 7121994 6922694 11760351 31697215 17850100 0 0 0 1404179 16445921 0 0 48143136 0 0 0 0 0 0 2992213 45150923 2899963 7121994 6922694 11760351 16445921 AMY S LARKIN EXECUTIVE DIRECTOR 1030 HULL STREET 4TH FLOOR BALTIMORE MD 21230 4104546472 SUBMITTING A LETTER OF REQUEST. NONE NONE NONE BOOMER ESIASON FOUNDATION PO BOX 28819 NEW YORK NY 100878819 PC FUNDING RESEARCH FOR CYSTIC FIBROSIS 50000 CAL RIPKEN SR FOUNDATION 1427 CLARKVIEW ROAD SUITE 100 BALTIMORE MD 21209 PC FUNDING FOR PATTERSON PARK FIELD AND YOUTH PROGRAMS 50000 CHESTNUT RIDGE VOLUNTEER FIRE COMPANY 12020 GREENSPRING AVENUE OWINGS MILLS MD 21117 PC GENERAL DONATION 5000 GLYNDON VOLUNTEER FIRE COMPANY 4812 BUTLER ROAD GLYNDON MD 21071 PC GENERAL DONATION 5000 GRASSROOTS YOUTH MENTORING FOUNDATION PO BOX 2513 WALDORF MD 206042513 PC STUDENT SUPPORT SERVICES 250000 GREATER BALTIMORE CHAPTER OF THE NATIONAL FOOTBALL FOUNDATION PO BOX 20003 BALTIMORE MD 21284 PC FIELD GOAL SPONSOR 3000 HOLTON ARMS 7303 RIVER ROAD BETHESDA MD 20817 PC GENERAL DONATION 10000 JOHNS HOPKINS UNIVERSITY 5200 EASTERN AVE MFL CENTER TOWER BALTIMORE MD 21224 PC GENERAL DONATION 250000 PARTNERS IN EXCELLENCE 320 CATHEDRAL STREET BALTIMORE MD 21201 PC PLANK SCHOLARS PROGRAM 250000 PLANK FOUNDATION FOR ENTREPRENEURSHIP 1030 HULL STREET 4TH FLOOR BALTIMORE MD 21230 PF CUPIDS CUP 2017 400000 ST JOHNS COLLEGE HIGH SCHOOL 2607 MILITARY ROAD NW WASHINGTON MD 20015 PC ANNUAL PLEDGE 3000000 ST PAUL'S SCHOOL PO BOX 8100 BROOKLANDVILLE MD 21022 PC 2017 ANNUAL DONATION 50000 ST PAUL'S SCHOOL - BRIDGES PO BOX 8100 BROOKLANDVILLE MD 21022 PC 2017 DONATION TO THE BRIDGES PROGRAM 125000 ST PAULS SCHOOL FOR GIRLS 11232 FALLS ROAD LUTHERVILLETIMONIUM MD 21093 PC GENERAL DONATION 40000 THOROUGHBRED AFTERCARE ALLIANCE FOUNDATION INC 821 CORPORATE DRIVE LEXINGTON KY 40503 PC GENERAL DONATION 10000 UNIVERSITY OF MARYLAND DIVISION OF UNIVERSITY RELATIONS COLLEGE PARK MD 20742 PC COLE FIELD HOUSE VISION FUND 10000000 YOUTH LEADERSHIP FOUNDATION INC 5034 WISCONSIN AVENUE SUITE 250 WASHINGTON DC 20016 PC DONATION FOR 2017 JOHNNY HOLIDAY 5000 FIGHT FOR CHILDREN INC 1029 VERMONT AVENUE NW SUITE 300 WASHINGTON DC 20016 PC FIGHT NIGHT DONATION 2000000 COLLEGE BOUND FOUNDATION 300 WATER STREET BALTIMORE MD 21202 PC 2017 CONTRIBUTION 200000 GREATER WASHINGTON PARTNERSHIP 1911 FREEDOM DRIVE SUITE 710 RESTON VA 20190 PC 2017 CONTRIBUTION 250000 ASSOCIATED BLACK CHARITIES 1114 CATHERAL STREET BALTIMORE MD 21201 PC 2017 ANNUAL GALA 25000 MEDSTAR HARBOR HOSPITAL 3001 SOUTH HANOVER STREET BALTIMORE MD 212251402 PC GENERAL CONTRIBUTION 150000 JOHNS HOPKINS CHILDREN'S CENTER 750 E PRATT STREET SUITE 1700 BALTIMORE MD 21202 PC DONATION TO ANNUAL FUND 10000 BALTIMORE CITY FOUNDATION 7 E REDWOOD STREET 9TH FLOOR BALTIMORE MD 21202 PC YOUTHWORKS SUMMER JOB FUNDING 150000 CATHOLIC CHARITIES 1011 FIRST AVENUE 11TH FLOOR NEW YORK NY 10022 PC ANNUAL CYO CLUB OF CHAMPIONS TRIBUTE 10000 EPISCOPAL DIOCESE OF MARYLAND - SUTTON SCHOLARS 4 E UNIVERSITY PARKWAY BALTIMORE MD 21218 PC SUTTON SCHOLARS PROGRAM 25000 BALTIMORE CITY BRANCH OF NAACP 8 W 26TH STREET BALTIMORE MD 21218 PC NAACP NATIONAL CONVENTION 2017 10000 EAST COAST GREENWAY ALLIANCE INC 5826 FAYETTEVILLE ROAD SUITE 210 DURHAM NC 27713 PC EAST COAST GREENWAY ALLIANCE RELAY 5000 SOMEBODY CARES BALTIMORE INC 9510 BURTON AVENUE BALTIMORE MD 21234 PC DAY OF HOPE DONATION 15000 TEAM RUBICON 6171 W CENTURY BLVD SUITE 310 LOS ANGELES CA 90045 PC HURRICANE HARVEY RELIEF EFFORTS 100000 AFRO CHARITIES INCAFRO AMERICAN COMPANY OF BALTIMORE CITY 2519 NORTH CHARLES STREET BALTIMORE MD 21218 PC AFRO 125 GALA SPONSORSHIP 10000 CENTER FOR URBAN FAMILIES 2201 NORTH MONROE STREET BALTIMORE MD 21217 PC 2017 DONATION 250000 CAMPAIGN FOR BLACK MALE ACHIEVEMENT INC 570 LEXINGTON AVENUE 5TH FLOOR NEW YORK NY 10022 PC RUMBLE YOUNG MAN RUBLE DONATION 10000 LINDA FELDERS HOUSE OF ETIQUETTE 1268 E NORTH AVENUE BALTIMORE MD 21202 PC GENERAL DONATION 2500 CHERRY HILL UNITED METHODIST CHURCH PO BOX 19811 BALTIMORE MD 212250311 PC YOUTH RETREAT 2500 CHERRY HILL ELEMENTARYMIDDLE SCHOOL 844 ROUNDVIEW ROAD BALTIMORE MD 21225 PC COMMUNITY PRODUCTION PROGRAM 2500 KERRY KARES FOUNDATION 1204 SHELLBANKS ROAD BALTIMORE MD 21225 PC MENTORING PROGRAM 2500 LETS GO BOYS AND GIRLS 3800 THOMAS POINT ROAD ANNAPOLIS MD 21403 PC STEM PROGRAM 4500 COMMUNITY OUTREACH MINISTRY 2616 RIDGELY STREET BALTIMORE MD 21230 PC FAMILY MATTERS PROGRAM 2500 WESTPORT COMMUNITY ECONOMIC DEVELOPMENT CORPORATION 2218 SIDNEY AVENUE BALTIMORE MD 21230 PC GENERAL DONATION & UNITY DAY 12000 ALLIANCE OF GUARDIAN ANGELS INC 982 EAST 89TH STREET BROOKLYN NY 11236 PC GUARDIAN ANGELS PROGRAM 1250 BALTIMORE CITY FOUNDATION INC 7 E REDWOOD STREET 9TH FLOOR BALTIMORE MD 21202 PC GENERAL DONATION 1250 DRINK AT THE WELL INC 4710 PENNINGTON AVENUE BALTIMORE MD 21226 PC WORKFORCE DEVELOPMENT PROGRAMMING 5000 COMMUNITY OF CURTIS BAY ASSOCIATION INC 1503 ELMTREE STREET BALTIMORE MD 21226 PC GENERAL DONATION 2500 LEARNING TO OVERCOME VARIOUS LIFE EXPERIENCES INC PO BOX 2752 BROOKLYN MD 21225 PC GENERAL DONATION 2500 EMPOWERED CHURCH MINISTRIES 433B E PATAPSCO AVENUE BALTIMORE MD 21225 PC SUPPORT LOCAL CHURCH EVENTS FOR THE COMMUNITY 2500 BAY BROOK ELEMENTARY SCHOOL 4301 10TH STREET BALTIMORE MD 21225 PC SUPPORT RESTORATIVE PRACTICES PROGRAM 4900 FULL GOSPEL OF CHRIST FELLOWSHIP INCGREATER HOPE WORSHIP CENTER 1005 E PATAPSCO AVENUE BALTIMORE MD 21225 PC YOUTH DEVELOPMENT PROGRAM 2500 NF FORWARD 1074 WOODWARD AVENUE DETROIT MI 48226 PC BENEFIT V GALA 48200 KOINONIA BAPTIST CHURCH 5738 BELAIR ROAD BALTIMORE MD 21206 PC GENERAL DONATION 7500 SOUTHERN BAPTIST CHURCH 1701 N CHESTER STREET BALTIMORE MD 21213 PC 2017 EDUCATION & EMPOWERING EVENT 10000 TIPPING POINT COMMUNITY 220 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 PC CALIFORNIA WILDFIRE RELIEF 10000 17850100 0 14 81328 14 516788 18 351308 0 949424 0 949424 0 0 0 0 0 0 0 0 0 1 PLANK FOUNDATION FOR ENTREPRENEURSHIP INC 501(C)(3) COMMON BOARD OF DIRECTORS - 50% OF THE MEMBERS OF EACH BOARD ARE COMMON TO BOTH BOARDS. ACCOUNTING FEES 49924 0 0 FIRE SAFE CABINET 2008-04-25 1500 750 200DB 7.000000000000 0 0 FURNITURE 2010-04-06 4386 2095 200DB 7.000000000000 98 0 FURNITURE 2010-06-15 655 312 200DB 7.000000000000 15 0 FURNITURE 2010-06-15 3289 1571 200DB 7.000000000000 73 0 FILING CABINET 2010-06-10 2656 1269 200DB 7.000000000000 59 0 COMPUTER 2010-07-07 2203 1101 200DB 5.000000000000 0 0 SIGN 2010-07-16 847 404 200DB 7.000000000000 19 0 PLANK FOUNDATION FOR ENTREPRENEURSHIP INC PO BOX 907 BROOKLANDVILLE MD 21022 2017-02-24 400000 TO SUPPORT CUPID'S CUP ENTREPRENEURSHIP COMPETITION - PROMOTING COLLEGESTUDENT ENTREPRENEURSHIP THROUGH A NATIONWIDE COMPETITION. EVENTS HELD AREVALIDATION DAY (SEMI-FINALS) IN BALTIMORE, MARYLAND AND FINAL COMPETITIONIN CHICAGO, ILLINOIS. 360000 NO 06/30/2017 AND 12/31/2017 2017-06-30 NO ERRORS FOUND PLANK FOUNDATION FOR ENTREPRENEURSHIP INC PO BOX 907 BROOKLANDVILLE MD 21022 2017-05-18 100000 TO SUPPORT CUPID'S CUP ENTREPRENEURSHIP COMPETITION - PROMOTING COLLEGESTUDENT ENTREPRENEURSHIP THROUGH A NATIONWIDE COMPETITION. EVENTS HELD AREVALIDATION DAY (SEMI-FINALS) IN BALTIMORE, MARYLAND AND FINAL COMPETITIONIN CHICAGO, ILLINOIS. 40000 NO 06/30/2017 AND 12/31/2017 2017-06-30 NO ERRORS FOUND GS PRIMARY HEDGE FUNDS - PRIMARY ACCOUNT AT COST 211329 945 GOLDMAN SACHS - FIXED INCOME AT COST 12447115 12244291 GOLDMAN SACHS - DOMESTIC EQUITIES AT COST 2389419 2671297 GOLDMAN SACHS - INTERNATIONAL EQUITIES AT COST 1108809 1427743 GOLDMAN SACHS - TACTICAL EXPOSURES AT COST 1381959 1349276 GOLDMAN SACHS - UNDER ARMOUR AT COST 2286500 670715 FIRE SAFE CABINET 1500 1500 0 FURNITURE 4386 4386 0 FURNITURE 655 655 0 FURNITURE 3289 3289 0 FILING CABINET 2656 2656 0 COMPUTER 2203 2203 0 SIGN 847 847 0 THE FOUNDATION HAS NOT ADOPTED A PLAN OF LIQUIDATION, TERMINATION, OR DISSOLUTION. THE FOUNDATION HAD MULTI-YEAR PLEDGES MADE IN PRIOR YEARS TO FULFILL DURING 2017 AND AS A RESULT THE FOUNDATION'S ASSETS DECREASED SUBSTANTIALLY. ADDITIONAL CONTRIBUTIONS ARE PLANNED IN 2018 TO INCREASE THE FOUNDATION'S ASSETS. INVESTMENT PROPERTY- 6315 33RD STREET NW 1363650 1363650 1439050 DEFERRED ASSET - DISALLOWED LOSS 18109 6043 6043 OTHER CURRENT ASSETS 1377 10346 10346 PAYROLL SERVICE FEES 998 200 0 INSURANCE 6736 0 0 ADMINISTRATIVE EXPENSES 1921 0 0 DUE TO KDP INVESTMENTS, LLC 9149 9150 INVESTMENT MANAGEMENT FEES 25383 25383 0 OTHER PROFESSIONAL FEES 587 0 0 PAYROLL TAXES 4575 457 0 FOREIGN TAXES PAID 2673 2673 0 REAL ESTATE TAXES 12337 0 0