THE DRESHER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE DRESHER FOUNDATION INC (EIN 52-1610465)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105334
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:21:10-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 | 521610465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DRESHER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRES | BusinessNameControlTxt |
| Phone | 4109319050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3465 BOX HILL CORP CENTER DR 400 | AddressLine1Txt |
| City | ABINGDON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES DRESHER JR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4109319050 | PhoneNum |
| Signature | 2025-10-29 | 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 | SIMPSON H GARDYN CPA | PreparerPersonNm |
| PTIN | P01252146 | PTIN |
| Phone | 4103565900 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,001,201 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,412,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,412,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,572,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,993,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,571,185 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,027,517 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,027,517 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,012,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,011,069 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $166,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $29,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $29,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,718 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,718 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,552 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,552 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,487 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,488 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $160,530 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,465 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,065 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $239,797 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $175,014 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,600 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,600 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $721 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $721 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,479 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $254 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,225 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $712,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $350,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $297,769 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,743,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,743,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,456,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $350,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,041,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,555,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,660,849 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,435 | CashBOYAmt |
| Cash EOY | $92,559 | CashEOYAmt |
| Cash EOYFMV | $92,559 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $792,882 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,014,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,014,296 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $191,545 | AcctRcvblAmt |
| Acct Rcvbl BOY | $295,066 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $191,545 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $191,545 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $35,212 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $7,553,175 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,630,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,980,198 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,704,229 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,676,451 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,492,828 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $35,946,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,361,421 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,229,775 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,384,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,966,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,001,201 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,274 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,274 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,384,999 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $49,940,397 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,384,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,940,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,384,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,966,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,384,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,555,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,940,989 | SubtotalAmt |
| Other Decreases | $592 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,940,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GOLDMAN SACHS AND PASSTHROUGHS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $7,993,034 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,421,849 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,571,185 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,571,185 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,571,185 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,156 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,156 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,138 | EsPenaltyAmt |
| Tax Due | $10,768 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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.DRESHERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ELEMENTRIX CORP | IndividualWithBooksNm |
| Phone | 4109330384 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 CAMPBELL BLVD 110 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21236 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| JEANNE D BUTCHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $3,875 | $0 | $0 |
| JAMES DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATRICIA DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES R BUTCHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $4,900 | $0 | $0 |
| MICHAEL MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TREASURER | 1.00 | $0 | $0 | $0 |
| MELANIE M ROBINSON | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | PRESIDENT | 1.00 | $7,000 | $0 | $0 |
| JOSHUA M DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| VIRGINIA MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $625 | $0 | $0 |
| ANTHONY MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN B ROARTY | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| JOHN W DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MEGAN DRESHER LITSEY | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARCIE D MICHAEL | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | VICE PRESIDENT | 1.00 | $3,500 | $0 | $0 |
| PATRICIA G STERLING | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | EXECUTIVE DIRECTOR | 40.00 | $140,000 | $4,738 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $134,097 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,290,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $64,261,597 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,552,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,552,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $983,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,568,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,228,441 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,228,441 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,786 | TotalTaxAmt |
| Distributable Before Adj | $3,163,655 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,163,655 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,163,655 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,041,019 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,041,019 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,163,655 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,891,158 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,041,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,891,158 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,013,794 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADDICTION CONNECTIONS RESOURCE INC | |||||||||||
| 1804 HARFORD ROAD | FALLSTON | MD | 21047 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $100,000 | |||||
| APBD RESEARCH FOUNDATION | |||||||||||
| 2257 E 63RD STREET | BROOKLYN | NY | 11234 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |||||
| ARC OF THE NORTHERN CHESAPEAKE REGION | |||||||||||
| 4513 PHILADELPHIA ROAD | ABERDEEN | MD | 21001 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |||||
| ARROW CHILD & FAMILY MINISTRIES OF MARYLAND | |||||||||||
| PO BOX 650998 | DALLAS | TX | 75265 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $7,000 | |||||
| BACH IN BALTIMORE | |||||||||||
| 3400 NORMAN AVE SUITE 3 | BALTIMORE | MD | 21213 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $6,250 | |||||
| BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA | |||||||||||
| 701 WYMAN PARK DRIVE | BALTIMORE | MD | 21211 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |||||
| BAR FOUNDATION OF HARFORD COUNTY | |||||||||||
| 17 W COURTLAND STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $7,000 | |||||
| BEL AIR UNITED METHODIST CHURCH | |||||||||||
| 21 LINWOOD AVENUE | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $8,000 | |||||
| CAMP POSSIBILITIES FOUNDATION | |||||||||||
| PO BOX 182 | PORT DEPOSIT | MD | 21904 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |||||
| CATHOLIC CHARITIES OF BALTIMORE | |||||||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $63,000 | |||||
| CHAR HOPE FOUNDATION | |||||||||||
| PO BOX 181 | STREET | MD | 21154 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |||||
| CHESAPEAKE BAY FOUNDATION | |||||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| CHESAPEAKE BAY TRUST | |||||||||||
| 108 SEVERN AVENUE | ANNAPOLIS | MD | 21403 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |||||
| COMMUNITY CHRISTIAN CHURCH | |||||||||||
| 8009 CORPORATE DRIVE SUITE C | NOTTINGHAM | MD | 21236 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |||||
| COMMUNITY FOUNDATION OF HARFORD COUNTY | |||||||||||
| PO BOX 612 | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,147,000 | |||||
| CORDREY CHARITIES INC | |||||||||||
| 30366 CORDREY ROAD | MILLSBORO | DE | 19966 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| DELAWARE BREAST CANCER COALITION INC | |||||||||||
| 100 WEST 10TH STREET 209 | WILMINGTON | DE | 19801 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |||||
| THE ED LALLY FOUNDATION | |||||||||||
| 102 POWELL AVENUE | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |||||
| THE EPICENTER - EDGEWOOD COMMUNITY SUPPORT CENTER | |||||||||||
| 1918 PULASKI HIGHWAY | EDGEWOOD | MD | 21040 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $95,000 | |||||
| EXTREME FAMILY OUTREACH MINISTRIES | |||||||||||
| 1906 A PULASKI HIGHWAY | EDGEWOOD | MD | 21040 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |||||
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||||
| 32609 LONG IRON WAY | LONG NECK | DE | 19966 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | |||||
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||||
| 7 PROSPECT MILL ROAD | BEL AIR | MD | 21015 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |||||
| FIRST FRUITS FARM | |||||||||||
| 20431 MIDDLETOWN ROAD | FREELAND | MD | 21053 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $60,000 | |||||
| FOUND IN FAITH MINISTRIES | |||||||||||
| 1050 HARDESS DRIVE UNIT B | ABERDEEN | MD | 21001 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |||||
| FUEL FUND OF MARYLAND INC | |||||||||||
| 57 W TIMONIUM ROAD SUITE 208 | TIMONIUM | MD | 21093 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| GIFFT HILL SCHOOL | |||||||||||
| 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | 5000 ESTATE ENIGHED PMD 356 | ST JOHN | 00830 | VQ | |||||
| GRACE MEMORIAL EPISCOPAL CHURCH | |||||||||||
| 1022 MAIN STREET | DARLINGTON | MD | 21034 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |||||
| GUIDE DOG FOUNDATION FOR THE BLIND INC | |||||||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| HABITAT FOR HUMANITY SUSQUEHANNA | |||||||||||
| 205 S HAYS STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $75,000 | |||||
| HARFORD COUNTY 4-H CLUBS INC | |||||||||||
| 6 CHERRY HILL ROAD | STREET | MD | 21154 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |||||
| HARFORD COUNTY SHERIFF'S FOUNDATION | |||||||||||
| 45 S MAIN STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | |||||
| HARFORD DAY SCHOOL | |||||||||||
| 715 MOORES MILL ROAD | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |||||
| HARFORD FAMILY HOUSE | |||||||||||
| 53 E BEL AIR AVENUE SUITE 3 | ABERDEEN | MD | 21001 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $200,000 | |||||
| HARFORD UNITED CHARITIES | |||||||||||
| 25 W COURTLAND STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |||||
| HISTORICAL SOCIETY OF HARFORD COUNTY | |||||||||||
| 143 N MAIN STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $33,000 | |||||
| HOMECOMING PROJECT INC | |||||||||||
| PO BOX 1190 | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |||||
| HOPE ACADEMY | |||||||||||
| 1808 EDISON HIGHWAY | BALTIMORE | MD | 21213 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $7,000 | |||||
| HOPE CENTER OF MARYLAND | |||||||||||
| 2843 CHURCHVILLE ROAD | CHURCHVILLE | MD | 21028 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |||||
| HOPE TO WALK | |||||||||||
| 125 N MAIN STREET SUITE 500-188 | BLACKSBURG | VA | 24060 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |||||
| HORIZON DAY CAMP | |||||||||||
| 8 MARKET PLACE 331 | BALTIMORE | MD | 21202 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |||||
| INDIAN LAKE CHRISTIAN CAMP | |||||||||||
| 3915 RIVER ROAD | DARLINGTON | MD | 21034 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |||||
| JOEY POTTER MISSIONS INC | |||||||||||
| 4825 CALASANS AVENUE | ST CLOUD | FL | 34771 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| LAILA'S GIFT | |||||||||||
| 1040 HARDEES DRIVE SUITE F | ABERDEEN | MD | 21001 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |||||
| LASOS INC LINKING ALL SO OTHERS SUCCEED | |||||||||||
| 33 W COURTLAND STREET | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $13,000 | |||||
| LOVE INC OF MID DELMARVA INC | |||||||||||
| PO BOX 1242 | SEAFORD | DE | 19973 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |||||
| LOYOLA BLAKEFIELD | |||||||||||
| 500 CHESTNUT AVENUE | TOWSON | MD | 21204 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |||||
| MANN HOUSE INC | |||||||||||
| 14 WILLIAMS ST | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |||||
| MARINE TOYS FOR TOTS FOUNDATION | |||||||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |||||
| MARYLAND FOOD BANK | |||||||||||
| 2200 HALETHORPE ROAD | BALTIMORE | MD | 21227 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |||||
| MASON-DIXON COMMUNITY SERVICES INC | |||||||||||
| PO BOX 34 | STREET | MD | 21154 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $76,000 | |||||
| MD SCOTTISH RITE CHARITABLE FOUNDATION | |||||||||||
| 3800 N CHARLES STREET | BALTIMORE | MD | 21218 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| MEALS ON WHEELS OF CENTRAL MD INC | |||||||||||
| 515 S HAVEN STREET | BALTIMORE | MD | 21224 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |||||
| MID-SHORE COMMUNITY FOUNDATION | |||||||||||
| 102 E DOVER STREET | EASTON | MD | 21601 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,000 | |||||
| NAMI - MARYLAND | |||||||||||
| 10632 LITTLE PATUXENT PKWY STE 454 | COLUMBIA | MD | 21044 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| NEW COVENANT CHRISTIAN SCHOOL | |||||||||||
| 128 ST MARYS CHURCH ROAD | ABINGDON | MD | 21009 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |||||
| NEW COVENANT PRESBYTERIAN CHURCH | |||||||||||
| 128 ST MARYS CHURCH ROAD | ABINGDON | MD | 21009 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,000 | |||||
| NORTH CAROLINA COMMUNITY FOUNDATION | |||||||||||
| 3737 GLENWOOD AVE SUITE 460 | RALEIGH | NC | 27612 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |||||
| PATHFINDERS FOR AUTISM | |||||||||||
| 235 SCHILLING CIRCLE SUITE 103 | HUNT VALLEY | MD | 21031 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |||||
| PRESBYTERIAN HOME OF MD INC | |||||||||||
| PO BOX 159 | FOREST HILL | MD | 21050 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |||||
| ROLAND PARK COUNTRY SCHOOL | |||||||||||
| 5204 ROLAND AVENUE | BALTIMORE | MD | 21210 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,500 | |||||
| SAMARITAN'S PURSE | |||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |||||
| SANDY SPRINGS FRIENDS SCHOOL | |||||||||||
| 16923 NORWOOD ROAD | SANDY SPRING | MD | 20860 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| SARC | |||||||||||
| PO BOX 1207 | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $42,000 | |||||
| THE SHARING TABLE | |||||||||||
| PO BOX 1174 | EDGEWOOD | MD | 21040 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |||||
| SHEPHERD'S OFFICE | |||||||||||
| 408 N BEDFORD STREET | GEORGETOWN | MD | 19947 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| SPRINGBOARD COMMUNITY SERVICES | |||||||||||
| 4623 FALLS ROAD | BALTIMORE | MD | 21209 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |||||
| SODEL YOUNG LIFE | |||||||||||
| 11363 EAGLE RUN | LINCOLN | DE | 19960 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| ST JOSEPH'S UNIVERSITY | |||||||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |||||
| THE SUCCESS PROJECT | |||||||||||
| 101 STANSBURY COURT | HAVRE DE GRACE | MD | 21078 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |||||
| UMBC FOUNDATION | |||||||||||
| 1000 HILLTOP CIRCLE ADMIN 714 | BALTIMORE | MD | 21250 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $100,000 | |||||
| UPPER CHESAPEAKE HEALTH FOUNDATION | |||||||||||
| 520 UPPER CHESAPEAKE DRIVE SUITE | BEL AIR | MD | 21014 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $65,000 | 405 | ||||
| VILLAGE AT LAKEVIEW | |||||||||||
| 833 FISHERMAN LANE | EDGEWOOD | MD | 21040 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |||||
| YOUTH FOR CHRIST - METRO MARYLAND | |||||||||||
| 8900 BELAIR ROAD | BALTIMORE | MD | 21236 | 501(C)(3) | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,743,250 | 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 | $1,412,367 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,027,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $943 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,571,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $943 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,011,069 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,012,012 | 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 | CategoryTxt |
| Amt | $40,975 | Amt |
| Net Investment Income | $20,487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,488 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PASSTHROUGH K-1 UBIT | AssetDesc |
| Acquired | 2023-01 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2024-12 | SoldDt |
| Gross Sales Price | $943 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $943 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,676,451 | EOYBookValueAmt |
| EOYFMV | $3,492,828 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,630,399 | EOYBookValueAmt |
| EOYFMV | $15,980,198 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $36,361,421 | BookValueAmt |
| EOYFMV | $46,229,775 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $8,552 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,552 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $592 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSE | $14,449 | $0 | $14,449 |
| INSURANCE | $6,146 | $0 | $6,146 |
| TELEPHONE | $1,183 | $0 | $1,183 |
| DUES & SUBSCRIPTIONS | $7,936 | $0 | $7,936 |
| WEBSITE | $3,511 | $0 | $3,511 |
| BANK FEES | $254 | $254 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH K-1S | Desc |
| Revenue And Expenses Per Books | $1,027,517 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,027,517 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,027,517 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $26,274 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL | $4,540 | $0 | $4,540 |
| PAYROLL PROCESSING | $1,525 | $0 | $1,525 |
| INVESTMENT MANAGEMENT | $154,465 | $154,465 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN & RECLAIMABLE TAXES | $175,014 | $175,014 | $0 |
| EXCISE TAXES | $64,783 | $0 | $0 |