BLANKET FORT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BLANKET FORT FOUNDATION (EIN 52-2073256)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349102409
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T13:15:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522073256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLANKET FORT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAN | 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 | TRACI LERNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4106020195 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S ROSEN ESQ CPA | PreparerPersonNm |
| PTIN | P01071493 | PTIN |
| Phone | 4105810800 | PhoneNum |
| Preparation | 2025-11-13 | 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 | $23,112,220 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,016,796 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $481 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $481 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$72,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,365,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,056,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,528 | 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 | $12,931 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $368 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $295,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $295,645 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $308,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $295,645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,085,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,085,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,394,584 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $295,645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,085,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,662,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,672 | CashBOYAmt |
| Cash EOY | $14,774 | CashEOYAmt |
| Cash EOYFMV | $14,774 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,657,160 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,113,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,113,409 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,485,738 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,980,775 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,980,775 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,229 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,262 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,262 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,216,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,112,220 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,112,220 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,216,799 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,112,220 | 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 | $17,216,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,112,220 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,216,799 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,112,220 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,216,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,662,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,233,310 | OtherIncreasesAmt |
| Subtotal | $23,112,220 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,112,220 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| GOTHEM GREEN FUND II | P | $43,342 | -$43,342 | -$43,342 | |
| SPT LLC | P | $37 | $37 | $37 | |
| RIVERPARK VENTURES III, LP | P | $403,501 | $403,501 | $403,501 | |
| RIVERPARK VENTURES III, LP | P | $8,944 | $8,944 | $8,944 | |
| BOXGROUP FOUR LP | P | $30,298 | -$30,298 | -$30,298 | |
| BOXGROUP FIVE LP | P | $20,015 | -$20,015 | -$20,015 | |
| BOXGROUP STRIVE LP | P | $460 | -$460 | -$460 | |
| JP MORGAN | P | $2,069,667 | $169,001 | $169,001 | $2,238,668 |
| JP MORGAN | P | $492,451 | -$165,678 | -$165,678 | $326,773 |
| JP MORGAN | P | $782,388 | -$394,319 | -$394,319 | $388,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$72,629 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,229 | 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 | $3,229 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,229 | OverpaymentAmt |
| Applied To ES Tax | $3,229 | 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 | WWW.BLANKETFORTFOUNDATION.ORG | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
| SARA 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 | $6,796,050 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $849,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,980,775 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,625,948 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,625,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $294,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,331,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $966,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $966,578 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $966,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $966,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $966,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,085,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,085,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $966,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $80,343 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $346,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $553,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $981,015 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,085,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $966,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,119,062 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,100,077 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,100,077 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,343 | ExcessFromYear4Amt |
| Excess From Year2 | $346,692 | ExcessFromYear2Amt |
| Excess From Year1 | $553,980 | ExcessFromYear1Amt |
| Excess From Current Year | $1,119,062 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TRACI LERNER CO RSF LLC | ContributingManagerNm |
| Contributing Manager | MARK LERNER CO RSF LLC | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADAS YOSHURON SYNAGOGUE | |||||||
| PO BOX 1250 | ROCKLAND | ME | 04841 | PC | GENERAL NEED | $10,000 | |
| AHAVAS YISRAEL CHARITY | |||||||
| 115 SUDBROOK LN SUITE E | PIKESVILLE | MD | 21208 | PC | GENERAL NEED | $2,000 | |
| ART WITH A HEART | |||||||
| 3000 FALLS ROAD MILL NO1 | BALTIMORE | MD | 21211 | PC | GENERAL NEED | $180 | |
| AZIZA PEACE | |||||||
| 901 N MILTON AVE SUITE 240 | BALTIMORE | MD | 21205 | PC | GENERAL NEED | $30,000 | |
| BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSEUM DR | BALTIMORE | MD | 21218 | PC | GENERAL NEED | $23,500 | |
| BETH EL CONGREGATION | |||||||
| 8101 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21208 | PC | GENERAL NEED | $12,480 | |
| BETHANY BEACH VOLUNTEER FIRE COMPANY | |||||||
| 215 HOLLYWOOD STREET PO BOX 950 | BETHANY BEACH | DE | 19930 | PC | GENERAL NEED | $100 | |
| CAMDEN PUBLIC LIBRARY | |||||||
| 55 MAIN STREET | CAMDEN | ME | 04843 | PC | GENERAL NEED | $2,500 | |
| CENTER FOR MAINE CONTEMPORARY ART | |||||||
| 21 WINTER STREET | ROCKLAND | ME | 048413420 | PC | GENERAL NEED | $1,500 | |
| CHIZUK AMUNO CONGREGATION | |||||||
| 8100 STEVENSON ROAD | BALTIMORE | MD | 21208 | PC | GENERAL NEED | $180 | |
| COLLEGEBOUND FOUNDATION INC | |||||||
| 300 WATER STREET SUITE 300 | BALTIMORE | MD | 21202 | PC | GENERAL NEED | $25,000 | |
| DREAM BIG FOUNDATION INC | |||||||
| PO BOX 19653 | BALTIMORE | MD | 21225 | PC | GENERAL NEED | $25,000 | |
| EDWARD A MYERBERG SENIOR CENTER INC | |||||||
| 3101 FALLSTAFF ROAD | BALTIMORE | MD | 21209 | PC | GENERAL NEED | $500 | |
| FAMILY PLANNING ASSOCIATION OF MAINE INC | |||||||
| PO BOX 587 | AUGUSTA | ME | 04332 | PC | GENERAL NEED | $5,000 | |
| FARNSWORTH ART MUSEUM | |||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | PC | GENERAL NEED | $25,000 | |
| FOOTSTEPS INC | |||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | PC | GENERAL NEED | $20,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | PC | GENERAL NEED | $110,000 | |
| HAROLD GRINSPOON FOUNDATION | |||||||
| 67 HUNT STREET | AGAWAM | MA | 01001 | SO I | GENERAL NEED | $30,000 | |
| HEARTSMILES | |||||||
| PO BOX 11767 | BALTIMORE | MD | 21206 | PC | GENERAL NEED | $60,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL NEED | $2,500 | |
| IMPROVING EDUCATION | |||||||
| 1100 N CHESTER STREET | BALTIMORE | MD | 21213 | PC | GENERAL NEED | $75,000 | |
| ISRAAID GLOBAL HUMANITARIAN ASSISTANCE INC | |||||||
| 9663 SANTA MONICA BLVD BOX 848 | BEVERLY HILLS | CA | 90210 | PC | GENERAL NEED | $40,000 | |
| JEWISH GRANDPARENTS NETWORK | |||||||
| PO BOX 566293 | SANDY SPRINGS | GA | 31156 | PC | GENERAL NEED | $1,800 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 750 EAST PRATT STREET SUITE 1700 | BALTIMORE | MD | 21201 | PC | GENERAL NEED | $50,000 | |
| LIFEBRIDGE HEALTH INC | |||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | SO III FI | GENERAL NEED | $25,000 | |
| MEGUNTICOOK WATERSHED ASSOCIATION | |||||||
| PO BOX 443 | CAMDEN | ME | 04843 | PC | GENERAL NEED | $1,000 | |
| MT WASHINGTON PEDIATRIC HOSPITAL | |||||||
| 1708 WEST ROGERS AVENUE | BALTIMORE | MD | 21209 | PC | GENERAL NEED | $10,000 | |
| NATIONAL AQUARIUM IN BALTIMORE | |||||||
| 501 EAST PRATT STREET | BALTIMORE | MD | 21202 | PC | GENERAL NEED | $5,000 | |
| NEW ISRAEL FUND | |||||||
| 1320 19TH ST NW | WASHINGTON | DC | 20036 | PC | GENERAL NEED | $50,000 | |
| NEW YORK UNIVERSITY | |||||||
| 7 E 10TH STREET | NEW YORK | NY | 10003 | PC | GENERAL NEED | $51,800 | |
| PEN BAY WALDO HEALTHCARE FOUNDATION | |||||||
| PO BOX 287 | BELFAST | ME | 049150287 | PC | GENERAL NEED | $20,000 | |
| PIKESVILLE VOLUNTEER FIRE COMPANY | |||||||
| 40 EAST SUDBROOK LANE | PIKESVILLE | MD | 212084013 | PC | GENERAL NEED | $200 | |
| PLANNED PARENTHOOD OF MD - DELORES G KELLY HEALTH EQUITY FUND | |||||||
| 330 N HOWARD STREET | BALTIMORE | MD | 21201 | PC | GENERAL NEED | $20,000 | |
| PORT DISCOVERY CHILDREN'S MUSEUM | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | PC | GENERAL NEED | $15,000 | |
| PROJECT KESHER | |||||||
| 2660 BROADWAY SUITE 16 | NEW YORK | NY | 10025 | PC | GENERAL NEED | $25,000 | |
| REBUILD METRO INC | |||||||
| 1129 NORTH CAROLINE STREET | BALTIMORE | MD | 21213 | PC | GENERAL NEED | $50,000 | |
| SHALOM TIKVAH INC | |||||||
| 8218 PUMPKIN HILL COURT | BALTIMORE | MD | 21208 | PC | GENERAL NEED | $500 | |
| SHAREBABY INC | |||||||
| 1792 UNION AVE | BALTIMORE | MD | 21211 | PC | GENERAL NEED | $15,000 | |
| SLINGSHOT FUND INC | |||||||
| 25 BROADWAY 9TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL NEED | $15,000 | |
| SOCIAL GOOD FUND INC (JEWTINA Y CO) | |||||||
| 12651 SAN PABLO AVENUE UNIT 5473 | RICHMOND | CA | 948054021 | PC | GENERAL NEED | $43,000 | |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL NEED | $5,000 | |
| THE ASSOCIATED | |||||||
| 101 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 212015708 | PC | GENERAL NEED | $180,000 | |
| THE MARYLAND ZOO IN BALTIMORE | |||||||
| 1876 MANSION HOUSE DRIVE | BALTIMORE | MD | 21217 | PC | GENERAL NEED | $60,000 | |
| UMBC FOUNDATION | |||||||
| 1000 HILLTOP CIRCLE | BALTIMORE | MD | 21250 | PC | GENERAL NEED | $30,000 | |
| WE WILL ALL RISE | |||||||
| PO BOX 24617 | BALTIMORE | MD | 21214 | PC | GENERAL NEED | $35,000 | |
| WEEKEND BACKPACKS FOR HOMELESS KIDS | |||||||
| PO BOX 21486 | BALTIMORE | MD | 21282 | PC | GENERAL NEED | $25,000 | |
| KIPP BALTIMORE INC | |||||||
| 2000 EDGEWOOD STREET | BALTIMORE | MD | 21216 | PC | GENERAL NEED | $60,000 | |
| CONGREGATION BETH YESHURUN | |||||||
| 4525 BEECHNUT STREET | HOUSTON | TX | 77096 | PC | GENERAL NEED | $180 | |
| LIVING CLASSROOMS FOUNDATION | |||||||
| 1417 THAMES STREET | BALTIMORE | MD | 21231 | PC | GENERAL NEED | $180 | |
| BACKYARD BASECAMP INC | |||||||
| 5111 PLAINFIELD AVENUE | BALTIMORE | MD | 21206 | PC | GENERAL NEED | $15,000 | |
| THE CENTRAL BALTIMORE PARTNERSHIP INC | |||||||
| 25 E 20TH ST | BALTIMORE | MD | 21218 | PC | GENERAL NEED | $10,000 | |
| CITY NEIGHBORS FOUNDATION INC | |||||||
| 5609 SEFTON AVE | BALTIMORE | MD | 21214 | PC | GENERAL NEED | $25,000 | |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||||
| 40 HARRISON STREET APT 18C | NEW YORK | NY | 10013 | PC | GENERAL NEED | $15,000 | |
| PARKS AND PEOPLE | |||||||
| 2100 LIBERTY HEIGHTS AVE | BALTIMORE | MD | 21217 | PC | GENERAL NEED | $180 | |
| CHANGE SUMMER INC | |||||||
| 119 WEST 72ND STREET STE 187 | NEW YORK | NY | 10023 | PC | GENERAL NEED | $30,000 | |
| SPRINGBOARD COLLABORATIVE | |||||||
| 1500 JOHN F KENNEDY BOULEVARD STE | PHILADELPHIA | PA | 19102 | PC | GENERAL NEED | $20,000 | 1160 |
| LIBERTY GRACE CHURCH OF GOD GRACE FOUNDATION | |||||||
| 3400 COPLEY ROAD | BALTIMORE | MD | 21215 | PC | GENERAL NEED | $15,000 | |
| 1000 FRIENDS OF PIKESVILLE INC | |||||||
| PO BOX 212 | STEVENSON | MD | 21153 | PC | GENERAL NEED | $500 | |
| FORWARD VISIONS INC | |||||||
| 120 COCKEYSVILLE ROAD 204 | HUNT VALLEY | MD | 21030 | PC | GENERAL NEED | $500 | |
| HIGHLAND PROJECT INC | |||||||
| 71 W 85TH STREET APT 1A | NEW YORK | NY | 10024 | PC | GENERAL NEED | $10,000 | |
| CHERRY HILL STRONG INC | |||||||
| 606 CHERRY HILL ROAD | BALTIMORE | MD | 21225 | PC | GENERAL NEED | $25,000 | |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | |||||||
| 220 N ARCH STREET | BALTIMORE | MD | 21201 | PC | GENERAL NEED | $180 | |
| EQUINE ASSISTED GROWTH & LEARNING ASSOC | |||||||
| 37 SOUTH STATE STREET SUITE 1400 | SALT LAKE CITY | UT | 84111 | PC | GENERAL NEED | $180 | |
| RYR-1 FOUNDATION | |||||||
| PO BOX 13312 | PITTSBURGH | PA | 15243 | PC | GENERAL NEED | $1,800 | |
| ALICE G GADD CHARITABLE FOUNDATION | |||||||
| 71 HIGH ST | BELFAST | ME | 04915 | PC | GENERAL NEED | $1,000 | |
| BEYOND TYPE1 | |||||||
| 400 CONCAR DRIVE | SAN MATEO | CA | 94402 | PC | GENERAL NEED | $26,200 | |
| LEWY BODY DEMENTIA ASSOCIATION | |||||||
| 912 KILLIAN HILL ROAD SW | LILBURN | GA | 30047 | PC | GENERAL NEED | $25,000 | |
| TOUCHED BY TYPE 1 | |||||||
| 195 S WESTMONTE DR STE 1128 | ALAMONTE SPRINGS | FL | 32714 | PC | GENERAL NEED | $20,000 | |
| THE VENETOULIS INSTITUTE FOR LOCAL JOURNALISM | |||||||
| 621 E PRATT STREET STE 401 | BALTIMORE | MD | 21202 | PC | GENERAL NEED | $50,000 | |
| FRANCISCAN CENTER INC | |||||||
| 101 W 23RD STREET | BALTIMORE | MD | 21218 | PC | GENERAL NEED | $30,000 | |
| UEMPOWER OF MD | |||||||
| 760 RICHIE HWY | SEVERNA PARK | MD | 21146 | PC | GENERAL NEED | $40,000 | |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | |||||||
| 263 WEST 86TH STREET | NEW YORK | NY | 10024 | PC | GENERAL NEED | $5,000 | |
| TASTE WISE KIDS INC | |||||||
| PO BOX 5381 | BALTIMORE | MD | 21209 | PC | GENERAL NEED | $5,000 | |
| THREAD INC | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | PC | GENERAL NEED | $300,000 | |
| WILLIAM J WATKINS SR EDUCATIONAL INSTITUTE | |||||||
| PO BOX 25069 | BALTIMORE | MD | 21229 | PC | GENERAL NEED | $10,000 | |
| HOMEWORTHY | |||||||
| PO BOX 1696 | ROCKLAND | ME | 04841 | PC | GENERAL NEED | $60,000 | |
| MID-COAST HEALTH NET INC | |||||||
| 22 WHITE STREET | ROCKLAND | ME | 04841 | PC | GENERAL NEED | $1,000 | |
| UNIVERSITY OF MARYLAND FOUNDATION INC | |||||||
| 3300 METZEROTT ROAD | ADELPHI | MD | 20783 | PC | GENERAL NEED | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,085,640 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $481 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,047 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$72,629 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,899 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,899 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| TRACI AND MARK LERNER | |||||||
| 1 | 3606 ANTON FARMS ROAD | BALTIMORE | MD | 21208 | $3,000,000 | Yes (X) | |
| TRACI AND MARK LERNER | |||||||
| 2 | 3606 ANTON FARMS ROAD | BALTIMORE | MD | 21208 | $4,006,796 | Yes (X) | |
| SARA E LERNER | |||||||
| 3 | 150 W 12TH STREET | NEW YORK | NY | 10011 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 15,000 SHARES OF NVIDIA AND 15,000 SHARES OF VERTIV | NoncashPropertyDesc |
| Fair Market Value | $4,006,796 | FairMarketValueAmt |
| Received | 2024-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,931 | 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 | JP MORGAN - EQUITIES | StockNm |
| EOY Book Value | $11,113,409 | EOYBookValueAmt |
| EOYFMV | $11,113,409 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIVERPARK VENTURES III, LP | FMV | $2,301,126 | $2,301,126 |
| BOXGROUP FOUR, LP | FMV | $2,119,312 | $2,119,312 |
| BOXGROUP MORE, LP | FMV | $1,602,824 | $1,602,824 |
| GOTHAM GREEN FUND II, LP | FMV | $2,345,123 | $2,345,123 |
| BOXGROUP FIVE, LP | FMV | $1,241,247 | $1,241,247 |
| BOXGROUP STRIVE LP | FMV | $1,876,182 | $1,876,182 |
| BOXGROUP SIX, LP | FMV | $215,902 | $215,902 |
| BOXGROUP PICKS, LP | FMV | $279,059 | $279,059 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID TAXES | $2,229 | $2,229 | $2,229 |
| ACCRUED DIVIDENDS RECEIVABLE | $0 | $1,033 | $1,033 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOXGROUP FIVE, LP | $26,649 | $26,649 | $0 |
| BOXGROUP FOUR, LP | $21,666 | $21,666 | $0 |
| BOXGROUP MORE, LP | $18,993 | $18,993 | $0 |
| BOXGROUP STRIVE, LP | $32,853 | $32,853 | $0 |
| MEMBERSHIP DUES | $8,160 | $8,160 | $0 |
| RIVERPARK VENTURES III, LP | $47,451 | $47,451 | $0 |
| GOTHAM GREEN FUND II (Q), LP | $110,869 | $110,869 | $0 |
| BOXGROUP SIX LP | $17,492 | $17,492 | $0 |
| BOXGROUP PICKS LP | $8,723 | $8,723 | $0 |
| SUPPLIES | $2,789 | $2,789 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,233,310 | Amt |