BLANKET FORT FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: BLANKET FORT FOUNDATION (EIN 52-2073256)
Tax period: 2016-12-01 to 2017-11-30
Filed: 2018-09-17
IRS object ID: 201812609349100321
Schema version: 2016v3.0
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 Stock Schedule
Investments Other Schedule2
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-09-17T12:38:09-05:00	ReturnTs
Tax Period End	2017-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	475153865	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ROSEN SAPPERSTEIN & FRIEDLANDER LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	405 YORK ROAD	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522073256	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LERNER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LERN	BusinessNameControlTxt
Phone	4106020195	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	405 YORK ROAD	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK LERNER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4106020195	PhoneNum
Signature	2018-08-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID S ROSEN ESQ CPA	PreparerPersonNm
PTIN	P01071493	PTIN
Phone	4105810800	PhoneNum
Preparation	2018-08-09	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	144.202.233.66	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-08-09	IPDt
IP Tm	08:37:12	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	BA12471EDF142F69CB1F46E5B6454E26369CDCC2	AtSubmissionCreationDeviceId
At Submission Filing Device Id	BA12471EDF142F69CB1F46E5B6454E26369CDCC2	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,008,095	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$378	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$378	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$35,058	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$35,058	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$181,562	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,621,479	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$181,562	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$7,189	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$7,189	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$209,809	TotalRevAndExpnssAmt
Total Net Invst Incm	$209,809	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss	$4,395	InterestRevAndExpnssAmt
Interest Net Invst Incm	$4,395	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$609	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$609	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$15,004	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,004	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,214,514	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,214,514	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,229,518	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,004	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,214,514	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,019,709	ExcessRevenueOverExpensesAmt
Net Investment Income	$204,805	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$35,647	CashBOYAmt
Cash EOY	$2,948	CashEOYAmt
Cash EOYFMV	$2,948	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,556,844	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$33,311	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$33,311	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$32,802	CorporateStockBOYAmt
Corporate Stock EOY	$49,286	CorporateStockEOYAmt
Corporate Stock EOYFMV	$49,286	CorporateStockEOYFMVAmt
Other Investments BOY	$4,319,402	OtherInvestmentsBOYAmt
Other Investments EOY	$4,922,550	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,922,550	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$5,944,695	TotalAssetsBOYAmt
Total Assets EOY	$5,008,095	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,008,095	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$5,944,695	CapitalStockBOYAmt
Capital Stock EOY	$5,008,095	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,944,695	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,008,095	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,944,695	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,008,095	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,944,695	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,019,709	ExcessRevenueOverExpensesAmt
Other Increases	$83,109	OtherIncreasesAmt
Subtotal	$5,008,095	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,008,095	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Gross Sales PriceGrossSalesPriceAmt
PASS THRU STCG - LITESPEED PARTNERS	P	$8,353	-$8,353	-$8,353
PASS THRU LTCG - LITESPEED PARTNERS	P	$13,791	-$13,791	-$13,791
LITESPEED PARTNERS LP	P	$2,411,498	$201,473	$201,473	$2,612,971
CULLEN HIGH DIV EQTY FD CL I	P	$447	$6	$6	$453
CULLEN HIGH DIV EQTY FD CL I	P	$5,828	$2,227	$2,227	$8,055

Field	Value	IRS element (for citing)
Capital Gain Net Income	$181,562	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$2,095,087	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$6,608,983	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.317006	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,963,012	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$8,582,498	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.228723	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$2,269,041	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$8,580,408	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.264444	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$2,325,317	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$8,267,620	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.281256	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$2,471,920	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$7,245,600	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.341162	DistributionYr5Rt
Total Distribution	1.432591	TotalDistributionRt
Average Distribution	0.286518	AverageDistributionRt
Net Vl Noncharitable Assets	$5,275,520	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,511,531	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,048	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,513,579	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,214,514	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,096	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,096	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,096	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$5,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$904	OverpaymentAmt
Applied To ES Tax	$904	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MD	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	THE FOUNDATION	IndividualWithBooksNm
Phone	4106020195	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	405 YORK ROAD	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	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 (2 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
TRACI LERNER CO RSF LLC
405 YORK ROAD	TOWSON	MD	21204	TRUSTEE	5.00	$0	$0	$0
MARK LERNER CO RSF LLC
405 YORK ROAD	TOWSON	MD	21204	TRUSTEE	5.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
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	$49,245	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$676,359	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$4,630,254	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,355,858	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,355,858	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$80,338	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,275,520	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$263,776	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$263,776	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,096	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,096	TotalTaxAmt
Distributable Before Adj	$259,680	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$259,680	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$259,680	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,214,514	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,214,514	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,214,514	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$259,680	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$2,111,532	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,918,652	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,861,101	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,537,373	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,764,638	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$9,193,296	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,214,514	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$259,680	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$954,834	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$10,148,130	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	$2,111,532	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$8,036,598	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,918,652	ExcessFromYear4Amt
Excess From Year3	$1,861,101	ExcessFromYear3Amt
Excess From Year2	$1,537,373	ExcessFromYear2Amt
Excess From Year1	$1,764,638	ExcessFromYear1Amt
Excess From Current Year	$954,834	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ALEPH SOCIETY INC
25 WEST 45TH STREET SUITE 1405	NEW YORK	NY	10036	PC	GENERAL NEED	$5,000
ART WITH A HEART INC
3355 KESWICK RD STABLE BUILDING	BALTIMORE	MD	21211	PC	GENERAL NEED	$10,000	SUITE 104
ASSOCIATED JEWISH CHARITIES OF BALTIMORE
101 WEST MOUNT ROYAL AVENUE	BALTIMORE	MD	21201	PC	RELIGIOUS STUDIES	$250
BALTIMORE SYMPHONY ORCHESTRA INC
1212 CATHEDRAL STREET	BALTIMORE	MD	21201	PC	GENERAL NEED	$20,135
BALTIMORE'S PROMISE
VILLAGE OF CROSS KEYS VILLAGE	BALTIMORE	MD	21210	PC	GENERAL NEED	$55,000	SQUARE 1 SUITE 177
BARD COLLEGE
PO BOX 5000	ANNANDALE	NY	12504	PC	EDUCATION	$10,000
BETH EL CONGREGATION
8101 PARK HEIGHTS AVENUE	BALTIMORE	MD	21208	PC	RELIGIOUS STUDIES	$61,000
BETH TFILOH FOUNDATION INC
3300 OLD COURT ROAD	BALTIMORE	MD	21208	PC	RELIGIOUS STUDIES	$180
BETHANY BEACH VOLUNTEER FIRE CO INC
215 HOLLYWOOD STREET	BETHANY BEACH	DE	19930	PC	GENERAL NEED	$100
BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC
575 MADISON AVENUE SUITE 1006	NEW YORK	NY	10022	PC	EDUCATION	$10,000
CHIZUK AMUNO FOUNDATION INC
8100 STEVENSON ROAD	BALTIMORE	MD	21208	PC	RELIGIOUS STUDIES	$36
COLLEGEBOUND FOUDNATION
300 WATER STREET SUITE 300	BALTIMORE	MD	21202	PC	EDUCATION	$1,000
FRIENDS OF CHABAD ON CAMPUS INC
7018 FORSYTH BLVD	SAINT LOUIS	MO	63105	PC	GENERAL NEED	$1,000
ITINERIS INC
2050 ROCKROSE AVENUE	BALTIMORE	MD	21211	PC	GENERAL NEED	$25,000
JEWISH CAMPUS ACTIVITIES BOARD
215 SOUTH 39TH STREET	PHILADELPHIA	PA	19104	PC	EDUCATION	$5,000
JEWISH WOMEN INTERNATIONAL
1129 20TH STREET NW SUITE 801	WASHINGTON	DC	20036	PC	GENERAL NEED	$800
KENNEDY KRIEGER FOUNDATION INC
707 NORTH BROADWAY	BALTIMORE	MD	21205	PC	MEDICAL	$233,583
KEY BISCAYNE COMMUNITY FOUNDATION INC
88 W MCINTYRE ST SUITE 200	KEY BISCAYNE	FL	33149	PC	GENERAL NEED	$180
KIPP BALTIMORE INC
4701 GREENSPRING AVENUE	BALTIMORE	MD	21209	PC	GENERAL NEED	$60,000
MEGUNTICOOK WATERSHED ASSOCIATION
PO BOX 443	CAMDEN	ME	04843	PC	ENVIRONMENT	$1,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUE	NEW YORK	NY	10065	PC	MEDICAL	$250
EDWARD A MYERBERG
3101 FALLSTAFF ROAD	BALTIMORE	MD	21209	PC	GENERAL NEED	$1,000
NATIONAL AQUARIUM
501 EAST PRATT STREET	BALTIMORE	MD	21202	PC	GENERAL NEED	$5,000
OSBORNE ASSOCIATION INC
809 WESTCHESTER AVENUE	BRONX	NY	10455	PC	GENERAL NEED	$10,000
PARK SCHOOL OF BALTIMORE INC
2425 OLD COURT ROAD	BALTIMORE	MD	21208	PC	EDUCATION	$630,000
PIKESVILLE VOLUNTEER FIRE COMPANY
40 E SUDBROOK LANE	PIKESVILLE	MD	21208	PC	GENERAL NEED	$200
THE RYR-1 FOUNDATION
PO BOX 13312	PITTSBURGH	PA	15243	PC	GENERAL NEED	$500
SALANTER AKIBA RIVERDALE ACADEMY
655 WEST 254TH STREET	RIVERDALE	NY	10471	PC	GENERAL NEED	$500
SHALOM TIKVAH INC
2056 MYRTLEWOOD ROAD	BALTIMORE	MD	21209	PC	GENERAL NEED	$10,000
SOLVE MECFS INITIATIVE INC
5455 WILSHIRE BLVD 806	LOS ANGELES	CA	90036	PC	GENERAL NEED	$500
TEACH FOR AMERICA
2601 NHOWARD STREET SUITE 300	BALTIMORE	MD	21218	PC	EDUCATION	$25,000
UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION INC
110 S PACA STREET 9TH FL	BALTIMORE	MD	21201	PC	EDUCATION	$1,800
UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC
1000 HILLTOP CIRCLE	BALTIMORE	MD	21250	PC	EDUCATION	$500
WASHINGTON UNIVERSITY
CAMPUS BOX 1192 ONE BROOKINGS DRIVE	SAINT LOUIS	MO	63130	PC	EDUCATION	$30,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,214,514	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC
575 MADISON AVE STE 1006	NEW YORK	NY	10022	PC	INTEREST-FREE LOANS TO SUPPORT EDUCATION INSTITUTIONS	$20,000
KENNEDY KRIEGER FOUNDATION INC
707 N BROADWAY	BALTIMORE	MD	21205	PC	CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATION	$233,333
BETH EL CONGREGATION
8101 PARK HEIGHTS AVE	BALTIMORE	MD	21208	PC	EDUCATION	$200,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$453,333	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$378	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$35,058	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	523920	BusinessCd
Exclusion	18	ExclusionCd
Exclusion	$181,562	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
OTHER DEDUCTIONS - THRU LITESPEED	$0	14	-$7,988
OTHER INCOME - THRU LITESPEED PARTNERS	$0	14	$799

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$209,809	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$209,809	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$10,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SCHWAB INVESTMENTS	StockNm
EOY Book Value	$49,286	EOYBookValueAmt
EOYFMV	$49,286	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
HIGHFIELDS CAPITAL LTD	AT COST	$3,270,400	$3,270,400
CRP EXEMPT INVESTORS LLC	AT COST	$375,000	$375,000
CRP EXEMPT INVESTORS LLC	AT COST	$160,139	$160,139
N2 PARTNERS	AT COST	$1,117,011	$1,117,011

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OTHER DEDUCTIONS - THRU LITESPEED	-$7,988	-$7,988
OTHER INCOME - THRU LITESPEED PARTNERS	$799	$799

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED APPRECIATION ADJUSTMENT	Desc
Amt	$83,109	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX PAID - PASS THRU LITESPEED	CategoryTxt
Amt	$609	Amt
Net Investment Income	$609	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt