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M GOLDSEKER FOUNDATION OF MD: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
M GOLDSEKER FOUNDATION OF MD (EIN 52-0983502)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-08
IRS object ID
201823129349100802
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-08T11:46:49-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260741952PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STAINES WILEY & SCHUTZ LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12408 PEPPERMILL DR STE 2HAddressLine1Txt
CityGLEN BURNIECityNm
State AbbreviationMDStateAbbreviationCd
ZIP210613265ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520983502EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MORRIS GOLDSEKER FOUNDATIONBusinessNameLine1Txt
Business Name Line2OF MARYLAND INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMORRBusinessNameControlTxt
Phone4108375100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 CHURCH LANEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHELDON GOLDSEKERPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone4108375100PhoneNum
Signature2018-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON R SCHUTZPreparerPersonNm
PTINP00389836PTIN
Phone4107608111PhoneNum
Preparation2018-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-08IPDt
IP Tm10:46:49IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7D6D6337EF233A199007067B3537EBCDE1185D99AtSubmissionCreationDeviceId
At Submission Filing Device Id31B790AA375F2D2E18DF29AB54BFF46998C28841AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$107,275,699FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,472,186DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,472,186DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,506,776NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,551,030GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,506,776CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$229,574OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$313,266OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,208,536TotalRevAndExpnssAmt
Total Net Invst Incm$6,292,228TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$476,731CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$36,292CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$440,439CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$187,016OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$187,016OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$87,225PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$87,225PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$8,201LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$8,201LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$80,261AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$30,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$50,261AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$15,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$59,098TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$60,583OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$60,583OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,787TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$5,787TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$9,616PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$9,616PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$362,203OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$286,154OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$76,049OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,351,721TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$352,446TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$940,177TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,054,289ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,054,289ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,406,010TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$352,446TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,994,466TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$802,526ExcessRevenueOverExpensesAmt
Net Investment Income$5,939,782NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$141,827CashBOYAmt
Cash EOY$109,992CashEOYAmt
Cash EOYFMV$109,992CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,783,214SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,158,735SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,158,901SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$12,258,801USGovernmentObligationsBOYAmt
US Government Obligations EOY$12,395,902USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$12,577,512USGovtObligationsEOYFMVAmt
Corporate Stock BOY$35,809,723CorporateStockBOYAmt
Corporate Stock EOY$43,525,592CorporateStockEOYAmt
Corporate Stock EOYFMV$59,231,374CorporateStockEOYFMVAmt
Other Investments BOY$23,466,202OtherInvestmentsBOYAmt
Other Investments EOY$21,525,876OtherInvestmentsEOYAmt
Other Investments EOYFMV$32,100,355OtherInvestmentsEOYFMVAmt
Other Assets BOY$4,547,143OtherAssetsBOYAmt
Other Assets EOY$97,565OtherAssetsEOYAmt
Other Assets EOYFMV$97,565OtherAssetsEOYFMVAmt
Total Assets BOY$80,006,910TotalAssetsBOYAmt
Total Assets EOY$80,813,662TotalAssetsEOYAmt
Total Assets EOYFMV$107,275,699TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$80,006,910UnrestrictedBOYAmt
Unrestricted EOY$80,813,662UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$80,006,910TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$80,813,662TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,006,910TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$80,813,662TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$80,006,910TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$802,526ExcessRevenueOverExpensesAmt
Other Increases$7,020OtherIncreasesAmt
Subtotal$80,816,456SubtotalAmt
Other Decreases$2,794OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$80,813,662TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$19,718,539$18,044,254$1,674,285$1,674,285
FROM PASS THROUGH ENTITIESP$195,372$195,372$195,372
FROM PASS THROUGH ENTITIESP$1,637,119$1,637,119$1,637,119
FieldValueIRS element (for citing)
Capital Gain Net Income$3,506,776CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$195,372NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,785,097AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$94,487,214NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050643DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,919,952AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$100,178,429NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049112DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,728,504AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$101,514,574NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046580DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,266,762AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$93,989,942NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045396DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,175,778AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$87,358,514NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047800DistributionYr5Rt
Total Distribution0.239531TotalDistributionRt
Average Distribution0.047906AverageDistributionRt
Net Vl Noncharitable Assets$100,602,109NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,819,445AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$59,398NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,878,843AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,994,466QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$59,398InvestmentIncomeExciseTaxAmt
Subtotal$59,398SubtotalAmt
Tax Based On Investment Income$59,398TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$156,663EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$75,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$231,663TotalPaymentsAndCreditsAmt
Overpayment$172,265OverpaymentAmt
Applied To ES Tax$172,265AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.GOLDSEKERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSHEILA PURKEYIndividualWithBooksNm
Phone4106534100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 CHURCH LANEAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHEILA PURKEY
7 CHURCH LANE7 CHURCH LANEBALTIMOREMD21208TREASURER8.00$8,820$0$0
SHELDON GOLDSEKER
7 CHURCH LANE7 CHURCH LANEBALTIMOREMD21208CHAIRMAN10.00$108,875$0$0
SUSAN KATZENBERG
5700 COLEY CT5700 COLEY STBALTIMOREMD21210DIRECTOR2.00$8,000$0$0
ANA GOLDSEKER
7 CHURCH LANE7 CHURCH LANEBALTIMOREMD21208DIRECTOR2.00$8,000$0$0
MATTHEW GALLAGHER
7 CHURCH LANE7 CHURCH LANEBALTIMOREMD21208PRESIDENT40.00$321,036$28,025$0
SHELLY GOLDSEKER
3110 W GOLF COURSE RDOWINGS MILLSMD21117DIRECTOR2.00$6,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmt
LAURIE KINKEL
7 CHURCH LANE7 CHURCH LANEBALTIMOREMD21208PROGRAM DR.40.00$111,586$7,868
TERESA DEBORD
7 CHURCH LANE7 CHURCH LANEBALTIMOREMD21208OFFICE MGR40.00$75,430$5,247

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
STAINES WILEY & SCHUTZ LLC
2408 PEPPERMILL DR SUITE 2HGLEN BURNIEMD21061ACCOUNTING$52,352
ASSET STRATEGY CONSULTANTS
6 NORTH PARK DR SUITE 208HUNT VALLEYMD21030ASSET MGMT$50,750

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION PROVIDES CONTRIBUTIONS AND GRANTS TO OTHER TAX EXEMPT ORGANIZATIONS WHO ARE INVOLVED IN DIRECT CHARITABLE ACTIVITIES - SEE LIST OF RECIPIENTSDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$101,906,548AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$125,910AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$101,663FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$102,134,121TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$102,134,121AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,532,012CashDeemedCharitableAmt
Net Vl Noncharitable Assets$100,602,109NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,030,105MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,030,105MinimumInvestmentReturnAmt
Tax Based On Investment Income$59,398TaxBasedOnInvestmentIncomeAmt
Total Tax$59,398TotalTaxAmt
Distributable Before Adj$4,970,707DistributableBeforeAdjAmt
Distributable Before Ded$4,970,707DistributableBeforeDedAmt
Distributable As Adjusted$4,970,707DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,994,466ExpensesAndContributionsAmt
Qualifying Distributions$4,994,466QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$59,398PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,935,068AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,970,707DistributableAsAdjustedAmt
Undistributed Income PY$4,213,269UndistributedIncomePYAmt
Qualifying Distributions$4,994,466QualifyingDistributionsAmt
Applied To Year1$4,213,269AppliedToYear1Amt
Applied To Current Year$781,197AppliedToCurrentYearAmt
Undistributed Income CY$4,189,510UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPROGRAM DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1MORRIS GOLDSEKER FDN OF MDAddressLine1Txt
Address Line21040 PARK AVE SUITE 310AddressLine2Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4108375100RecipientPhoneNum
Recipient Email AddressLAURIE@GOLDSEKERFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsTHE 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 DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsTHE 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 (93 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATED BLACK CHARITIES
ASSOCIATED BLACK CHARITIES2 HAMILL ROAD SUITE 2622 HAMILL ROAD SUITE 262BALTIMOREMD21210NONEPCSUPPORTING GRANT$50,000
ASSOCIATION OF BALTIMORE AREA GRANT
ASSOCIATION OF BALTIMORE AREA GRANTMAKERS2 EAST READ STREET2 EAST READ STREETBALTIMOREMD21202NONEPCSUPPORTING GRANT$6,797
BALTIMORE ARTS REALTY CORP
BALTIMORE ARTS REALTY CORP120 W NORTH AVENUE SUIT120 W NORTH AVENUE SUITBALTIMOREMD21201NONEPCSUPPORTING GRANT$85,000
BALTIMORE CHILD FIRST AUTHORITY IN
BALTIMORE CHILD FIRST AUTHORITY INC3904 HICKORY AVE SUITE 23904 HICKORY AVE SUITE 2BALTIMOREMD21211NONEPCSUPPORTING GRANT$15,000
BALTIMORE COMMUNITY FOUNDATION
BALTIMORE COMMUNITY FOUNDATION2 EAST READ STREET2 EAST READ STREETBALTIMOREMD21202NONEPCSUPPORTING GRANT$221,000
BALTIMORE CORPS
BALTIMORE CORPS2000 GWYNNS FALLS PARKWAY2000 GWYNNS FALLS PARKWAYBALTIMOREMD21215NONEPCSUPPORTING GRANT$100,000
BALTIMORE JEWISH COUNCIL
BALTIMORE JEWISH COUNCIL5750 PARK HEIGHTS AVE5750 PARK HEIGHTS AVEBALTIMOREMD21215NONEPCSUPPORTING GRANT$1,250
BALTIMORE LEADERSHIP SCHOOL FOR WO
BALTIMORE LEADERSHIP SCHOOL FOR WOMEN128 W FRANKLIN STREET128 W FRANKLIN STREETBALTIMOREMD21201NONEPCSUPPORTING GRANT$50,000
BALTIMORE MUSEUM OF ART
BALTIMORE MUSEUM OF ART10 ART MUSEUM DRIVE10 ART MUSEUM DRIVEBALTIMOREMD21218NONEPCSUPPORTING GRANT$6,000
BALTIMORE UNDER GROUND SCIENCE SPAC
BALTIMORE UNDER GROUND SCIENCE SPACE101 N HAVEN STREET SUITE101 N HAVEN STREET SUITEBALTIMOREMD21224NONEPCSUPPORTING GRANT$8,800
BALTIMORE WOMEN'S GIVING CIRCLE
BALTIMORE WOMEN'S GIVING CIRCLE2 EAST READ STREET2 EAST READ STREETBALTIMOREMD21202NONEPCSUPPORTING GRANT$10,000
BALTIMOREAN'S UNITED IN LEADERSHIP
BALTIMOREAN'S UNITED IN LEADERSHIP DEV2439 MARYLAND AVENUE2439 MARYLAND AVENUEBALTIMOREMD21218NONEPCSUPPORTING GRANT$50,000
BALTIMORE'S PROMISE COLLABORATIVE
BALTIMORE'S PROMISE COLLABORATIVE1 VILLAGE SQUARE SUITE 11 VILLAGE SQUARE SUITE 1BALTIMOREMD21210NONEPCSUPPORTING GRANT$100,000
BANNER NEIGHBORHOODS COMMUNITY CORP
BANNER NEIGHBORHOODS COMMUNITY CORP2911 PULASKI HIGHWAY2911 PULASKI HIGHWAYBALTIMOREMD21224NONEPCSUPPORTING GRANT$30,000
BELAIR-EDISON NEIGHBORHOODS INC
BELAIR-EDISON NEIGHBORHOODS INC3545 BELAIR ROAD3545 BELAIR ROADBALTIMOREMD21213NONEPCSUPPORTING GRANT$85,000
BIKEMORE INC
BIKEMORE INC2209 MARYLAND AVE2209 MARYLAND AVEBALTIMOREMD21218NONEPCSUPPORTING GRANT$60,000
BON SECOURS HEALTH SYSTEMS FOUNDATI
BON SECOURS HEALTH SYSTEMS FOUNDATION26 N FULTON AVE26 N FULTON AVEBALTIMOREMD21223NONEPCSUPPORTING GRANT$2,000
BROMO TOWER ARTS AND &ENTERTAINMENT
BROMO TOWER ARTS AND &ENTERTAINMENT218 W SARATOGA STREET 2N218 W SARATOGA STREET 2NBALTIMOREMD21201NONEPCSUPPORTING GRANT$50,000
CASA OF MARYLAND
CASA OF MARYLAND113 S BORADWAY113 S BORADWAYBALTIMOREMD21231NONEPCSUPPORTING GRANT$1,500
CATHOLIC CHARITIES
CATHOLIC CHARITIES320 CATHEDRAL STREET320 CATHEDRAL STREETBALTIMOREMD21201NONEPCSUPPORTING GRANT$2,075
CENTER STAGE
CENTER STAGE700 NORTH CALVERT STREET700 NORTH CALVERT STREETBALTIMOREMD21202NONEPCSUPPORTING GRANT$1,500
CENTRAL BALTIMORE PARTNERSHIP
CENTRAL BALTIMORE PARTNERSHIP25 EAST 20TH STREET SUIT25 EAST 20TH STREET SUITBALTIMOREMD21218NONEPCSUPPORTING GRANT$150,000
CENTRAL MARYLAND TRANSIT ALLIANCE
CENTRAL MARYLAND TRANSIT ALLIANCE2 EAST READ STREET2 EAST READ STREETBALTIMOREMD21202NONEPCSUPPORTING GRANT$45,000
CHANA
CHANA1498 REISTERSTOWN ROAD S1498 REISTERSTOWN ROAD SBALTIMOREMD21208NONEPCSUPPORTING GRANT$2,000
CHILD LIFE DEPT JHH
CHILD LIFE DEPT JHH1800 ORLEANS STREET1800 ORLEANS STREETBALTIMOREMD21287NONEPCSUPPORTING GRANT$1,000
COMMUNITY LAW CENTER
COMMUNITY LAW CENTER3355 KESWICK ROAD SUITE3355 KESWICK ROAD SUITEBALTIMOREMD21211NONEPCSUPPORTING GRANT$30,000
COMMUNITY LAW IN ACTION INC
COMMUNITY LAW IN ACTION INC520 W FAYETTE STREET520 W FAYETTE STREETBALTIMOREMD21201NONEPCSUPPORTING GRANT$125
COMPREHENSIVE HOUSING ASSISTANCE CO
COMPREHENSIVE HOUSING ASSISTANCE CORP5809 PARK HEIGHTS AVE5809 PARK HEIGHTS AVEBALTIMOREMD21215NONEPCSUPPORTING GRANT$100,000
CREATIVE ALLIANCE
CREATIVE ALLIANCE3134 EASTERB AVENUE3134 EASTERB AVENUEBALTIMOREMD21224NONEPCSUPPORTING GRANT$35,000
DOWNTOWN BALTIMORE FAMILY ALLIANCE
DOWNTOWN BALTIMORE FAMILY ALLIANCE1025 S POTAMAC STREET1025 S POTAMAC STREETBALTIMOREMD21224NONEPCSUPPORTING GRANT$15,000
ECDC-ENTERPRISE DEVELOPMENT GROUP
ECDC-ENTERPRISE DEVELOPMENT GROUP901 S HIGHLAND STREET901 S HIGHLAND STREETARLINGTONVA22204NONEPCSUPPORTING GRANT$40,000
ELIJAH CUMMINGS YOUTH PROGRAM IN IS
ELIJAH CUMMINGS YOUTH PROGRAM IN ISRAEL5750 PARK HEIGHTS AVENUE5750 PARK HEIGHTS AVENUEBALTIMOREMD21215NONEPCSUPPORTING GRANT$1,000
FRANCIS SCOTT KEY ELEMENTARY SCHOOL
FRANCIS SCOTT KEY ELEMENTARY SCHOOL1425 EAST FORT AVENUE1425 EAST FORT AVENUEBALTIMOREMD21230NONEPCSUPPORTING GRANT$2,000
FRIENDS OF PATTERSON PARK
FRIENDS OF PATTERSON PARK27 S PATTERSON PARK AVE27 S PATTERSON PARK AVEBALTIMOREMD21231NONEPCSUPPORTING GRANT$30,000
FRIENDS SCHOOL
FRIENDS SCHOOL5114 N CHARLES STREET5114 N CHARLES STREETBALTIMOREMD21210NONEPCSUPPORTING GRANT$1,000
FUND FOR EDUCATIONAL EXCELLENCE
FUND FOR EDUCATIONAL EXCELLENCE800 N CHARLES STREET STE800 N CHARLES STREET STEBALTIMOREMD21201NONEPCSUPPORTING GRANT$17,245
GARRETT HEIGHTS ELEMENTARY MIDDLE S
GARRETT HEIGHTS ELEMENTARY MIDDLE SCHOOL2800 AILSA AVE2800 AILSA AVEBALTIMOREMD21214NONEPCSUPPORTING GRANT$35,000
GOVANS ELEMENTARY
GOVANS ELEMENTARY5801 YORK ROAD5801 YORK ROADBALTIMOREMD21212NONEPCSUPPORTING GRANT$30,000
GREATER BAYBROOK ALLIANCE
GREATER BAYBROOK ALLIANCEC/O 5303 N CHARLES STREETC/O 5303 N CHARLES STREETBALTIMOREMD21218NONEPCSUPPORTING GRANT$25,000
HAMILTON LAURAVILLE MAIN STREET IN
HAMILTON LAURAVILLE MAIN STREET INC5500 HARFORD ROAD SUITE5500 HARFORD ROAD SUITEBALTIMOREMD21214NONEPCSUPPORTING GRANT$5,000
HEALTH CARE FOR THE HOMELESS
HEALTH CARE FOR THE HOMELESS421 FALLSWAY421 FALLSWAYBALTIMOREMD21202NONEPCSUPPORTING GRANT$20,000
HEALTHY NEIGHBORHOODS INC
HEALTHY NEIGHBORHOODS INC2 EAST READ STREET2 EAST READ STREETBALTIMOREMD21202NONEPCSUPPORTING GRANT$102,047
HISTORIC EAST BALTIMORE COMMUNITY A
HISTORIC EAST BALTIMORE COMMUNITY ACTION COALITION1212 N WOLFE STREET1212 N WOLFE STREETBALTIMOREMD21213NONEPCSUPPORTING GRANT$75,000
HOLISTIC LIFE FOUNDATION
HOLISTIC LIFE FOUNDATION2601 N HOWARD STREET STE2601 N HOWARD STREET STEBALTIMOREMD21218NONEPCSUPPORTING GRANT$30,000
HORIZON DAY CAMP-BALTIMORE
HORIZON DAY CAMP-BALTIMORE8 MARKET PLACE SUITE 8038 MARKET PLACE SUITE 803BALTIMOREMD21202NONEPCSUPPORTING GRANT$2,000
HOUSE OF RUTH
HOUSE OF RUTH2201 ARGONNE DRIVE2201 ARGONNE DRIVEBALTIMOREMD21218NONEPCSUPPORTING GRANT$4,000
IMPACT HUB BALTIMORE
IMPACT HUB BALTIMORE10 E NORTH AVENUE10 E NORTH AVENUEBALTIMOREMD21202NONEPCSUPPORTING GRANT$100,000
INGENUITY PROJECT
INGENUITY PROJECT1400 W COLD SPRING LANE N1400 W COLD SPRING LANE NBALTIMOREMD21209NONEPCSUPPORTING GRANT$30,000
JEWISH COMMUNITY SERVICES
JEWISH COMMUNITY SERVICES5750 PARK HEIGHTS AVENUE5750 PARK HEIGHTS AVENUEBALTIMOREMD21215NONEPCSUPPORTING GRANT$1,250
JUBILEE BALTIMOREINC
JUBILEE BALTIMOREINC25 EAST 20TH STREET25 EAST 20TH STREETBALTIMOREMD21218NONEPCSUPPORTING GRANT$100,000
KIDS IN NEED OF DEFENSE
KIDS IN NEED OF DEFENSE1300 L STREET NW STE 111300 L STREET NW STE 11WASHINGTONDC20005NONEPCSUPPORTING GRANT$20,000
LATINO ECONOMIC DEVELOPMENT CENTER
LATINO ECONOMIC DEVELOPMENT CENTER641 S STREET NW641 S STREET NWWASHINGTONDC20001NONEPCSUPPORTING GRANT$16,750
LIFEBRIDGE HEALTHSINAI HOSPITAL
LIFEBRIDGE HEALTH/SINAI HOSPITAL2401 W BELVEDERE AVE2401 W BELVEDERE AVEBALTIMOREMD21215NONEPCSUPPORTING GRANT$30,000
LIVE BALTIMORE
LIVE BALTIMORE343 N CHARLES STREET343 N CHARLES STREETBALTIMOREMD21201NONEPCSUPPORTING GRANT$100,500
LOYOLA EARLY LEARNING CENTER
LOYOLA EARLY LEARNING CENTER801 ST PAUL STREET801 ST PAUL STREETBALTIMOREMD21202NONEPCSUPPORTING GRANT$40,000
LOYOLA EARLY LEARNING CENTER
LOYOLA EARLY LEARNING CENTER801 ST PAUL STREET801 ST PAUL STREETBALTIMOREMD21202NONEPCSUPPORTING GRANT$20,000
LYRIC FOUNDATION
LYRIC FOUNDATION140 W MT ROYAL140 W MT ROYALBALTIMOREMD21201NONEPCSUPPORTING GRANT$800
MARYLAND ALLIANCE FOR PUBLIC CHARTE
MARYLAND ALLIANCE FOR PUBLIC CHARTERPO BOX 41582PO BOX 41582BALTIMOREMD21203NONEPCSUPPORTING GRANT$30,000
MARYLAND ASSOCIATION OF NONPROFIT O
MARYLAND ASSOCIATION OF NONPROFIT ORGANIZ1500 UNION AVE SUITE 2501500 UNION AVE SUITE 250BALTIMOREMD21211NONEPCSUPPORTING GRANT$5,000
MARYLAND CENTER FOR ECONOMIC DEVELO
MARYLAND CENTER FOR ECONOMIC DEVELOPMENT1800 N CHARLES STREET ST1800 N CHARLES STREET STBALTIMOREMD21202NONEPCSUPPORTING GRANT$10,000
MARYLAND CITIZENS FOR THE ARTS
MARYLAND CITIZENS FOR THE ARTS120 W NORTH AVE SUITE 30120 W NORTH AVE SUITE 30BALTIMOREMD21201NONEPCSUPPORTING GRANT$500
MARYLAND CONSUMER RIGHTS COALITION
MARYLAND CONSUMER RIGHTS COALITION2209 MARYLAND AVE2209 MARYLAND AVEBALTIMOREMD21218NONEPCSUPPORTING GRANT$20,000
MARYLAND FARMERS MARKET ASSN
MARYLAND FARMERS MARKET ASSN2005 HUNTWOOD RIVE2005 HUNTWOOD RIVEGAMBRILLSMD21054NONEPCSUPPORTING GRANT$15,000
MARYLAND FOOD BANK
MARYLAND FOOD BANK2200 HALETHORPE FARMS ROA2200 HALETHORPE FARMS ROABALTIMOREMD21227NONEPCSUPPORTING GRANT$750
MARYLAND INSTITUTE COLLEGE OF ART
MARYLAND INSTITUTE COLLEGE OF ART1300 MT ROYAL AVE1300 MT ROYAL AVEBALTIMOREMD21217NONEPCSUPPORTING GRANT$12,500
MARYLAND REACH OUT RESCUE
MARYLAND REACH OUT RESCUEPO BOX 542PO BOX 542WESTMINSTERMD21158NONEPCSUPPORTING GRANT$500
MARYLAND ZOO IN BALTIMORE
MARYLAND ZOO IN BALTIMORE1876 MANSION HOUSE DRIVE1876 MANSION HOUSE DRIVEBALTIMOREMD21217NONEPCSUPPORTING GRANT$500
MONTGOMERY COLLEGE FOUNDATION
MONTGOMERY COLLEGE FOUNDATION9221 CORPORATE BOULEVARD9221 CORPORATE BOULEVARDROCKVILLEMD20850NONEPCSUPPORTING GRANT$5,000
MORGAN STATE UNIVERSITY FOUNDATION
MORGAN STATE UNIVERSITY FOUNDATION1700 E COLD SPRING LANE1700 E COLD SPRING LANEBALTIMOREMD21251NONEPCSUPPORTING GRANT$200,000
NO BOUNDARIES COALITION
NO BOUNDARIES COALITION1808 PENNSYLVANIA AVE1808 PENNSYLVANIA AVEBALTIMOREMD21217NONEPCSUPPORTING GRANT$60,000
NORTHWEST HOSPITAL
NORTHWEST HOSPITAL2401 BELVEDERE AVE2401 BELVEDERE AVEBALTIMOREMD21215NONEPCSUPPORTING GRANT$7,000
PATTERSON PARK AUDUBON CENTER
PATTERSON PARK AUDUBON CENTER2901 E BALTIMORE STREET2901 E BALTIMORE STREETBALTIMOREMD21224NONEPCSUPPORTING GRANT$20,000
PATTERSON PARK PUBLIC CHARTER SCHOO
PATTERSON PARK PUBLIC CHARTER SCHOOL27 N LAKEWOOD AVE27 N LAKEWOOD AVEBALTIMOREMD21224NONEPCSUPPORTING GRANT$20,000
PIGTOWN MAIN STREET
PIGTOWN MAIN STREET763 WASHINGTON BLVD763 WASHINGTON BLVDBALTIMOREMD21230NONEPCSUPPORTING GRANT$17,500
PUMPKIN THEATER
PUMPKIN THEATER2905 WALNUT AVE2905 WALNUT AVEOWINGS MILLSMD21117NONEPCSUPPORTING GRANT$7,000
RONALD MCDONALD HOUSE OF BALTIMORE
RONALD MCDONALD HOUSE OF BALTIMORE635 W LEXINGTON STREET635 W LEXINGTON STREETBALTIMOREMD21201NONEPCSUPPORTING GRANT$700
SHAREBABY
SHAREBABY1793 UNION AVE1793 UNION AVEBALTIMOREMD21211NONEPCSUPPORTING GRANT$100,000
SOUTHEAST COMMUNITY DEVELOPMENT COR
SOUTHEAST COMMUNITY DEVELOPMENT CORP3323 EASTERN AVE3323 EASTERN AVEBALTIMOREMD21224NONEPCSUPPORTING GRANT$100,000
SOUTHEAST YOUTH JOBS COLLABORATIVE
SOUTHEAST YOUTH JOBS COLLABORATIVE2911 PULASKI HIGHWAY2911 PULASKI HIGHWAYBALTIMOREMD21224NONEPCSUPPORTING GRANT$48,000
SOUTHWEST PARTNERSHIP
SOUTHWEST PARTNERSHIP1138 HOLLINS STREET1138 HOLLINS STREETBALTIMOREMD21223NONEPCSUPPORTING GRANT$135,000
STRONG CITY BALTIMORE
STRONG CITY BALTIMORE3503 N CHARLES STREET3503 N CHARLES STREETBALTIMOREMD21218NONEPCSUPPORTING GRANT$200,000
TAHIRIH JUSTICE CENTER
TAHIRIH JUSTICE CENTER6402 ARLINGTON BLVD STE6402 ARLINGTON BLVD STEFALLS CHURCHVA22042NONEPCSUPPORTING GRANT$1,500
THE ASSOCIATED JEWISH COMMUNITY FED
THE ASSOCIATED JEWISH COMMUNITY FEDERATIO101 W MT ROYAL AVE101 W MT ROYAL AVEBALTIMOREMD21201NONEPCSUPPORTING GRANT$205,700
THE JOHNS HOPKINS UNIVERSITY
THE JOHNS HOPKINS UNIVERSITY3400 N CHARLES STREET3400 N CHARLES STREETBALTIMOREMD21218NONEPCSUPPORTING GRANT$200,000
THE PARK SCHOOL
THE PARK SCHOOL2425 OLD COURT ROAD2425 OLD COURT ROADBALTIMOREMD21208NONEPCSUPPORTING GRANT$7,000
THE SIXTH BRANCH
THE SIXTH BRANCH2400 BOSTON STREET2400 BOSTON STREETBALTIMOREMD21224NONEPCSUPPORTING GRANT$50,000
THREAD
THREAD2401 LIBERTY HEIGHTS AVE2401 LIBERTY HEIGHTS AVEBALTIMOREMD21215NONEPCSUPPORTING GRANT$128,500
TRF DEVELOPMENT PARTNERS
TRF DEVELOPMENT PARTNERS1129 N CAROLINE STREET1129 N CAROLINE STREETBALTIMOREMD21213NONEPCSUPPORTING GRANT$100,000
UNIVERSITY OF BALTIMORE FOUNDATION
UNIVERSITY OF BALTIMORE FOUNDATION INC1304 ST PAUL STREET1304 ST PAUL STREETBALTIMOREMD21202NONEPCSUPPORTING GRANT$3,000
UNIVERSITY OF MD SWCOS
UNIVERSITY OF MD SWCOS620 W LEXINGTON STREET620 W LEXINGTON STREETBALTIMOREMD21201NONEPCSUPPORTING GRANT$25,000
VENTURE FOR AMERICA
VENTURE FOR AMERICA40 WEST 29TH STREET40 WEST 29TH STREETNEW YORKNY10001NONEPCSUPPORTING GRANT$75,000
WE CHARITY
WE CHARITY6500 MAIN STREET6500 MAIN STREETWILLIAMSVILLENY14221NONEPCSUPPORTING GRANT$50,000
WYPR - YOUR PUBLIC RADIO
WYPR - YOUR PUBLIC RADIO2216 NORTH CHARLES STREET2216 NORTH CHARLES STREETBALTIMOREMD21216NONEPCSUPPORTING GRANT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,054,289TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,472,186ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900003BusinessCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,506,776ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
FROM VARIOUS PARTNERSHIP900003-$83,6921
FROM VARIOUS PARTNERSHIPS14$313,266

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$83,692UnrelatedBusinessTaxblIncmAmt
Exclusion$6,292,228ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,208,536TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & AUDITCategoryTxt
Amt$80,261Amt
Net Investment Income$30,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$50,261DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK - VAR CUSTODIANSStockNm
EOY Book Value$43,525,592EOYBookValueAmt
EOYFMV$59,231,374EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$12,395,902USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$12,577,512USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemALTERNATIVE INVESTMENTSCategoryOrItemTxt
Book Value$21,525,876BookValueAmt
EOYFMV$32,100,355EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$8,201LegalFeesAmt
Disbursements Charitable Prps$8,201DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXCISE TAX RECEIVABLE$106,663$97,565$97,565
REDEMPTIONS RECEIVABLE$4,440,480

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSESDesc
Amt$2,794Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INSURANCE$20,900$20,900
UTILITIES$3,180$3,180
TELEPHONE$8,451$8,451
OFFICE EXPENSES$36,592$36,592
DUES & SUBSCRIPTIONS$6,926$6,926
INVESTMENT MANAGER FEES$219,404$219,404
ADVISORY FEES$66,750$66,750

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FROM VARIOUS PARTNERSHIP-$83,692
FROM VARIOUS PARTNERSHIPS$313,266$313,266

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX EXEMPT INCOMEDesc
Amt$7,020Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING - GRANTS (B&R)CategoryTxt
Amt$15,000Amt
Disbursements Charitable Prps$15,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$59,098Amt