CAPLAN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CAPLAN FAMILY FOUNDATION INC (EIN 52-2005222)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543159349102349
- Schema version
- 2024v5.2
- 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 Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T16:52:25-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522005222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPLAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPL | BusinessNameControlTxt |
| Phone | 4437967435 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11433 CRONRIDGE DR | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 211172294 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK M CAPLAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4437967435 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2025-10-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,725,693 | 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 |
| Dividends Rev And Expnss | $32,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,855 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $137,375 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $137,375 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $137,375 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $38,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,349 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $208,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $208,579 | 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 | $6,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,380 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,380 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $556 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,646 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,446 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,424 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,424 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,032 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,382 | CashBOYAmt |
| Cash EOY | $42,143 | CashEOYAmt |
| Cash EOYFMV | $42,143 | CashEOYFMVAmt |
| Corporate Stock BOY | $877,743 | CorporateStockBOYAmt |
| Corporate Stock EOY | $897,863 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,359,568 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $381,041 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $397,460 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,316,115 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,539 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,867 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,867 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,279,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,345,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,725,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,279,705 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,345,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,279,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,279,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,345,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,279,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,628 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,345,333 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $50,000 | $30,795 | $19,205 | $19,205 | |
| SALE OF GROUND RENT | $1,200 | $672 | $528 | $528 | P |
| CAPITAL GAINS DIVIDENDS | $18,616 | $18,616 | $18,616 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,349 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,725 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,725 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,725 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,123 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,123 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $26 | EsPenaltyAmt |
| Overpayment | $372 | OverpaymentAmt |
| Applied To ES Tax | $372 | 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 | MARK CAPLAN | IndividualWithBooksNm |
| Phone | 4437967435 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11433 CRONRIDGE DRIVE | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE R CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | PRESIDENT/SECRETARY, JOINED 05/1997 | 0.20 | $0 | $0 | $0 |
| MARK M CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | VICE PRES/TREASURER, JOINED 05/1997 | 0.00 | $0 | $0 | $0 |
| CATHERINE CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | DIRECTOR, JOINED 05/1997 | 0.00 | $0 | $0 | $0 |
| JONATHAN CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | DIRECTOR, JOINED 05/1997 | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. (SEE LIST ATTACHED) | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,322,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,323,982 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,687,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,687,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,632,226 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,725 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,725 | TotalTaxAmt |
| Distributable Before Adj | $178,886 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,886 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,886 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,004 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,004 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,886 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $69,643 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,446 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $97,089 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,004 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $50,882 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $50,882 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,207 | 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 | $18,761 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,446 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK CAPLAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11433 CRONRIDGE DRIVE | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4437967373 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 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 | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $7,500 | |
| ALS ASSOCIATION | ||||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $250 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $2,000 | |
| ARTISTS' SPACE | ||||||||
| 11 CORTLANDT ALLEY | NEW YORK | NY | 10013 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $12,000 | |
| ASSOCIATED BLACK CHARITIES | ||||||||
| 2 HAMILL ROAD 272 NORTH QUADRANGLE | BALTIMORE | MD | 21210 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,000 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||||
| 808 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $10,000 | |
| BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $2,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $20,000 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,000 | |
| BETH AM | ||||||||
| 2501 EUTOW PLACE | BALTIMORE | MD | 21217 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $7,524 | |
| CHELSEA MUSIC FESTIVAL | ||||||||
| PO BOX 20435 | NEW YORK CITY | NY | 10025 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $300 | |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 2201 P STREET NW | WASHINGTON | DC | 20037 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| COLUMBIA GREENE HOSPITAL FOUNDATION | ||||||||
| 71 PROSPECT AVENUE | HUDSON | NY | 12534 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $200 | |
| DEMOCRACY NOW | ||||||||
| 207 W 25TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $2,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $600 | |
| ENOCH PRATT FREE LIBRARY | ||||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,000 | |
| FILM FORUM | ||||||||
| 209 W HOUSTON STREET | NEW YORK | NY | 10014 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $250 | |
| FILM SOCIETY OF LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,000 | |
| FOLK ART MUSEUM | ||||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $250 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $600 | |
| FOUNDATION FIGHTING BLINDNESS | ||||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | 100 |
| FRIENDS OF RAWLINGS CONSERVATORY | ||||||||
| PO BOX 5668 | BALTIMORE | MD | 21210 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $100 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $2,750 | |
| ICJS | ||||||||
| 956 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $250 | |
| IMMIGRATION EQUALITY | ||||||||
| 40 EXCHANGE PLACE SUITE 1705 | NEW YORK | NY | 10005 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,000 | |
| IRISH REPERTORY THEATER | ||||||||
| 132 WEST 22ND STREET | NEW YORK | NY | 10011 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| JAPAN SOCIETY | ||||||||
| 333 EAST 47TH STREET | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| JEWISH MUSEUM OF MARYLAND | ||||||||
| 15 LLOYD STREET | BALTIMORE | MD | 21202 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $750 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $950 | |
| LITTLE RED SCHOOL HOUSE INC | ||||||||
| 40 CHARLTON STREET | NEW YORK | NY | 10014 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| MADISON SQUARE PARK CONSERVANCY | ||||||||
| 11 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| MARYLAND CITIZENS FOR THE ARTS FOUNDATION | ||||||||
| 120 W NORTH AVENUE SUITE 302 | BALTIMORE | MD | 21201 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| MARYLAND HUMANITIES | ||||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| MIDDLE GRADES PARTNERSHIP | ||||||||
| 1500 UNION AVENUE SUITE 1320 | BALTIMORE | MD | 21211 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $2,500 | |
| MILLENNIUM FILM WORKSHOP | ||||||||
| 167 WILSON AVE | BROOKLYN | NY | 11237 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $4,000 | |
| MONTEFIORE MEDICAL CENTER | ||||||||
| 3325 BAINBRIDGE | BRONX | NY | 10467 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| MORGAN LIBRARY | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $250 | |
| MT VERNON PLACE CONSERVANCY | ||||||||
| P O BOX 2394 | BALTIMORE | MD | 21203 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $5,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $100 | |
| PHILLIPS COLLECTION | ||||||||
| 1600 21ST ST STREET NW | WASHINGTON | DC | 20009 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,000 | |
| PINE RIDGE GIRLS' SCHOOL | ||||||||
| 5300 MEMORIAL DRIVE SUITE 475 | HOUSTON | TX | 77007 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| PROFESSIONAL CHILDREN'S SCHOOL | ||||||||
| 132 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,000 | |
| PUBLIC THEATRE | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| PURCHASE COLLEGE | ||||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $100 | |
| RAINFOREST TRUST | ||||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $750 | |
| ROLAND PARK COUNTRY SCHOOL | ||||||||
| 5204 ROLAND AVENUE | BALTIMORE | MD | 12210 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $2,000 | |
| SHARE OUR STRENGTH | ||||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| SHRIVER HALL CONCERT SERIES | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,000 | |
| SIGNATURE THEATER | ||||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $100 | |
| SQUASHWISE | ||||||||
| 2801 SISSON STREET | BALTIMORE | MD | 21211 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,500 | |
| ST IGNATIUS LOYOLA ACADEMY | ||||||||
| 300 EAST GITTINGS STREET | BALTIMORE | MD | 21201 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $2,500 | |
| STUDIO MUSEUM HARLEM | ||||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $1,500 | |
| THE WALTERS ART MUSEUM | ||||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $2,000 | |
| THIRD STREET MUSIC SCHOOL | ||||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 10003 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $500 | |
| TIMES UP | ||||||||
| PO BOX 550 | NEW YORK | NY | 10009 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $100 | |
| TORAH INSTITUTE | ||||||||
| 35 ROSEWOOD LANE | OWINGS MILLS | MD | 21117 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $100 | |
| UNITED WAY OF CENTRAL MARYLAND | ||||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 21230 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $15,000 | |
| VOLUNTEER LAWYER FOR THE ARTS | ||||||||
| 1 EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION. | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,424 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,855 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $137,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $208,579 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,579 | 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 | $6,760 | Amt |
| Net Investment Income | $3,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,380 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX FUND | $78,043 | $291,788 |
| VANGUARD INTERNATIONAL VALUE | $116,118 | $121,368 |
| VANGUARD ADMIRAL SHRS INTER-TERM | $47,049 | $44,100 |
| VANGUARD HIGH-YIELD CORP FUND | $80,953 | $76,312 |
| VANGUARD WELLINGTON ADM/INV SHARES | $164,488 | $180,525 |
| VANGUARD MID-CAP INDEX FUND | $57,291 | $160,543 |
| ST BOND INDEX ADM | $97,316 | $94,622 |
| SMALL CAP GR INDEX ADM | $33,560 | $106,354 |
| CORE BOND FUND ADMIRAL | $65,674 | $59,584 |
| DEVEL MARKETS INDEX ADMIRAL | $63,054 | $69,424 |
| SMALL CAP VALUE INDEX ADM | $63,526 | $98,967 |
| GROWTH INDEX ADM | $30,791 | $55,981 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TENANCY IN COMMON JEFFERSON HOUSE APTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $397,460 | BookValueAmt |
| EOYFMV | $2,316,115 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROUND RENTS | Desc |
| BOY Book Value | $8,539 | BOYBookValueAmt |
| EOY Book Value | $7,867 | EOYBookValueAmt |
| EOYFMV | $7,867 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $1,200 | $0 | $1,200 |
| BANK CHARGES | $1,446 | $1,446 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $7,165 | Amt |
| Net Investment Income | $7,165 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $556 | $556 | $0 |
| EXCISE TAX | $2,400 | $0 | $0 |