ROBERT W DEUTSCH FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W DEUTSCH FOUNDATION INC (EIN 52-1758252)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349105866
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:43:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10200 GRAND CENTRAL AVE 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 | 521758252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W DEUTSCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4432751144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL DIDRIKSEN | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 4432751144 | PhoneNum |
| Signature | 2025-11-17 | 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 | MONIQUE BOOKER | PreparerPersonNm |
| PTIN | P00644231 | PTIN |
| Phone | 4105842218 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $137,667,815 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $393,323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $393,323 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,792,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,792,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,176,850 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,404,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,176,850 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $110,845 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $110,845 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,473,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,473,146 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $204,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $189,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $889,819 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $889,819 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $243,832 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,880 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $86,952 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $161,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,099 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $159,937 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,672 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $149,159 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $105,903 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,718 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,718 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $644,512 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,550 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $606,962 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,311,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $209,929 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,043,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,104,581 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,104,581 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,416,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $209,929 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,148,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,056,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,263,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,695 | CashBOYAmt |
| Cash EOY | $358,313 | CashEOYAmt |
| Cash EOYFMV | $358,313 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,309,167 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $324,587 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,014,162 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $984,580 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,536,936 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $124,183,273 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $131,568,136 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $131,770,435 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,440,760 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $794,679 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,696,006 | LandBOYAmt |
| Land EOY | $2,646,081 | LandEOYAmt |
| Land EOYFMV | $3,998,401 | LandEOYFMVAmt |
| Other Assets BOY | $3,730 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,730 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,730 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $128,072,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,560,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,667,815 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,422 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $271 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,052 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,918 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,189 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $126,809,392 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $134,295,651 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,260,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,260,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $128,069,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,555,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,072,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $135,560,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $128,069,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,056,816 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,429,443 | OtherIncreasesAmt |
| Subtotal | $135,555,651 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $135,555,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| MUTUAL FUNDS 1042862 (LT) | $12,018,043 | $12,018,043 | $12,018,043 | |
| MUTUAL FUNDS 1042862 (ST) | $94,662 | $94,662 | $94,662 | |
| MT. VERNON ASSOCIATES 1042997 (LT) | $59,026 | $59,026 | $59,026 | |
| MT. VERNON ASSOCIATES 1042997 (ST) | $5,076 | $5,076 | $5,076 | |
| SCOUT FUND 133065-000 (LT) | $0 | $0 | ||
| SCOUT FUND 133065-000 (ST) | $0 | $0 | ||
| AMCP PAYMENTS AIV, LP (ST) | $0 | $0 | ||
| AMCP PAYMENTS AIV, LP (LT) | $0 | $0 | ||
| NB REAL ESTATE SECONDARY OPPORTUNITIES FUND, LP (LT) | $32,925 | $32,925 | $32,925 | |
| NB STRATEGIC CO-INVESTMENT PARTNERS II LP (LT) | -$49,218 | -$49,218 | $49,218 | |
| INVESCO US INCOME FUND, L.P. | $0 | $0 | ||
| PROPEL FUND BALTIMORE II LLC (LT) | $43 | $43 | $43 | |
| GAIN LOSS ON ASSET DISPOSAL | $0 | $0 | ||
| OTHER LOSS | -$2,178,725 | -$2,178,725 | $2,178,725 | |
| AMCP CLOUD AIV, LP (LT) | $7 | $7 | $7 | |
| ARCADIAN K-1 | $130,404 | $130,404 | $130,404 | |
| NB REAL ESTATE SECONDARY OPPORTUNITIES FUND, LP (LT) | $43 | $43 | $43 | |
| NB STRATEGIC CAPITAL LP (ST) | $2,580 | $2,580 | $2,580 | |
| NB STRATEGIC CAPITAL LP (ST) | $23,347 | $23,347 | $23,347 | |
| NB STRATEGIC CO-INVESTMENT PARTNERS III LP (LT) | $38,637 | $38,637 | $38,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,176,850 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $184,359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $184,359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $184,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,959 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $62,209 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6,713 | EsPenaltyAmt |
| Tax Due | $128,863 | 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 |
| 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RWDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4432751144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21218 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JANE BROWN | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | PRESIDENT/EXECUTIVE DIRECT | 10.00 | $120,000 | $0 | $0 |
| NEIL DIDRIKSEN | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | TREASURER | 10.00 | $84,000 | $0 | $0 |
| DAVID BRAMBLE | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID DEUTSCH | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETE HAMMAN | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TANYA TERRELL | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAUREN KELLY-WASHINGTON | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | COO | 40.00 | $129,167 | $0 | $0 |
| JANE BROWN | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | PRESIDENT | 40.00 | $120,000 | $0 | $0 |
| TERREL WILLIAMS | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | PROGRAM MANAGER FOR | 40.00 | $115,200 | $0 | $0 |
| MARI BETH MOULTON | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | DIRECTOR - WRIGHT FA | 40.00 | $109,541 | $0 | $0 |
| ALEX EBSTEIN | ||||||||
| 2519 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | SENIOR PROGRAM MANAG | 40.00 | $91,067 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $127,623,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,053,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,299,781 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $135,976,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $135,976,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,039,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $133,936,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,696,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,696,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $184,359 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,508 | IncomeTaxAmt |
| Total Tax | $188,867 | TotalTaxAmt |
| Distributable Before Adj | $6,507,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,507,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,507,979 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,148,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,148,472 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,507,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $234,082 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,963 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $660,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $975,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,148,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,507,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $640,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,615,834 | 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 | $234,082 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,381,752 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,963 | ExcessFromYear4Amt |
| Excess From Year1 | $660,296 | ExcessFromYear1Amt |
| Excess From Current Year | $640,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4432751144 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 4MYCITY | |||||
| 1133 WILSO DRIVE BALTIMORE MD 21223 | BALTIMORE | MD | 21223 | GENERAL OPERATING GRANT | $10,000 |
| ACRES4CHANGE | |||||
| 3737 STONE BARN DR | FREDERICK | MD | 21704 | GENERAL OPERATING GRANT | $10,000 |
| ADELANTE LATINA | |||||
| 2907 WSTRATHMORE AVE | BALTIMORE | MD | 21209 | GENERAL OPERATING GRANT | $7,500 |
| ALLIANCE FOR A JUST SOCIETY | |||||
| 3518 S EDMUNDS STREET | SEATTLE | WA | 98118 | GENERAL OPERATING GRANT | $27,500 |
| ARTS FOR LEARNING MARYLAND | |||||
| 21 E NORTH AVE 1ST FLOOR | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $50,000 |
| ARTSCENTRIC | |||||
| 44 MARYLAND AVE 1021 | ROCKVILLE | MD | 20850 | GENERAL OPERATING GRANT | $20,000 |
| ASYLEE WOMEN ENTERPRISE | |||||
| 4500 FRANKFORD AVE | BALTIMORE | MD | 21206 | GENERAL OPERATING GRANT | $4,000 |
| AZIZA PE&CE | |||||
| 901 N MILTON AVE SUITE 240 | BALTIMORE | MD | 21205 | GENERAL OPERATING GRANT | $20,000 |
| B4 YOUTH THEATRE | |||||
| 722 CLOVER VALLEY CT | EDGEWOOD | MD | 21040 | GENERAL OPERATING GRANT | $5,500 |
| BACKYARD BASECAMP | |||||
| 5111 PLAINFIELD AVE | BALTIMORE | MD | 21206 | GENERAL OPERATING GRANT | $3,500 |
| BALTIMORE ARTS REALTY CORPORATION | |||||
| 2519 N CHARLES ST | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $638,000 |
| BALTIMORE CLAY POTS | |||||
| 1635 W PRATT STREET | BALTIMORE | MD | 21223 | GENERAL OPERATING GRANT | $2,500 |
| BALTIMORE CLAYWORKS | |||||
| 5707 SMITH AVE | BALTIMORE | MD | 21209 | GENERAL OPERATING GRANT | $5,000 |
| BALTIMORE FILMMAKERS COLLECTIVE | |||||
| 3206 N HILTON STREET | BALTIMORE | MD | 21216 | GENERAL OPERATING GRANT | $21,600 |
| BALTIMORE ROCK OPERA SOCIETY | |||||
| 3304 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $20,000 |
| BALTIMORE UNITED IN LEADERSHIP DEVELOPMENT (BUILD) | |||||
| 2439 MARYLAND AVENUE | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $150,000 |
| BIKEMORE INC | |||||
| 2209 MARYLAND AVENUE | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $10,000 |
| CHARM CITY FRINGE | |||||
| 521 SOUTH LEHIGH STREET | BALTIMORE | MD | 21224 | GENERAL OPERATING GRANT | $10,000 |
| CHESAPEAKE SHAKESPEARE COMPANY | |||||
| 7 S CALVERT STREET | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $10,000 |
| CINEMATOGRAPHY FOR ACTORS | |||||
| 920 HILLHURST AVE 1196 | LOS ANGELES | CA | 90027 | GENERAL OPERATING GRANT | $52,500 |
| CITY NEIGHBORS FOUNDATION | |||||
| 5609 SEFTON AVENUE | BALTIMORE | MD | 21214 | GENERAL OPERATING GRANT | $75,000 |
| CITYLIT PROJECT | |||||
| 120 W NORTH AVENUE SUITE 201 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $50,000 |
| COLLEGE BOUND FOUNDATION | |||||
| 2507 N HOWARD ST SUITE 200 | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $60,000 |
| COMMUNITY INITIATIVES | |||||
| PO BOX 45515 | SAN FRANCISCO | CA | 94145 | GENERAL OPERATING GRANT | $1,100 |
| COMMUNITY LAW IN ACTION | |||||
| 4709 HARFORD RD | BALTIMORE | MD | 21214 | GENERAL OPERATING GRANT | $2,500 |
| CONTEMPORARY ARTS | |||||
| 7221 CROYDON ROAD | BALTIMORE | MD | 21207 | GENERAL OPERATING GRANT | $4,000 |
| FARM ALLIANCE OF BALTIMORE | |||||
| 2801 SISSON ST SUITE 202 | BALTIMORE | MD | 21211 | GENERAL OPERATING GRANT | $2,000 |
| FILM FORUM | |||||
| 209 WEST HOUSTON STREET | NEW YORK | NY | 10014 | GENERAL OPERATING GRANT | $21,000 |
| FOUNDATION FOR BALTIMORE COUNTY PUBLIC LIBRARY | |||||
| 320 YORK ROAD | BALTIMORE | MD | 21204 | GENERAL OPERATING GRANT | $5,000 |
| FRACTURED ATLAS | |||||
| PO BOX 55 | HARTSDALE | NY | 10530 | GENERAL OPERATING GRANT | $541,512 |
| FREESTATE JUSTICE | |||||
| 2601 N HOWARD STREET SUITE 120 | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $2,500 |
| FRINGEARTS | |||||
| 140 N COLUMBUS BLVD | PHILADELPHIA | PA | 19106 | GENERAL OPERATING GRANT | $20,000 |
| FROM THE HEART PRODUCTIONS | |||||
| 1455 MANDALAY BEACH RD | OXNARD | CA | 93035 | GENERAL OPERATING GRANT | $26,250 |
| FUSION PARTNERSHIPS | |||||
| 1601 GUILFORD AVE 2 SOUTH | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $66,000 |
| GOUCHER COLLEGE | |||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | GENERAL OPERATING GRANT | $10,000 |
| HIGH ZERO FOUNDATION | |||||
| 425 E 31ST ST | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $5,000 |
| I AM MENTALITY | |||||
| PO BOX 25042 | BALTIMORE | MD | 21229 | GENERAL OPERATING GRANT | $40,000 |
| IDEAS GENERATION | |||||
| 850 PACIFIC STREET APT 1308 | STAMFORD | CT | 06902 | GENERAL OPERATING GRANT | $2,500 |
| INNOVATION WORKS | |||||
| 1400 GREENMOUNT AVENUE SUITE B01 | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $10,000 |
| INSERIES | |||||
| 1835 14TH ST NW | WASHINGTON | DC | 20009 | GENERAL OPERATING GRANT | $20,000 |
| JACOB'S PILLOW | |||||
| 358 GEORGE CARTER RD | BECKET | MA | 01223 | GENERAL OPERATING GRANT | $75,000 |
| JUBILEE ARTS | |||||
| PO BOX 12764 | BALTIMORE | MD | 21217 | GENERAL OPERATING GRANT | $50,000 |
| JUBILEE BALTIMORE | |||||
| 25 E 29TH STREET | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $5,400 |
| LE MONDO | |||||
| 406 N HOWARD STREET | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $20,000 |
| LORELEI ENSEMBLE | |||||
| PO BOX 380530 | CAMBRIDGE | MA | 02138 | GENERAL OPERATING GRANT | $10,000 |
| MAKE STUDIO | |||||
| 3326 KESWICK RD | BALTIMORE | MD | 21211 | GENERAL OPERATING GRANT | $10,000 |
| MARYLAND ART PLACE | |||||
| 218 WEST SARATOGA STREET | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $59,400 |
| MARYLAND CENTER FOR HISTORY AND CULTURE | |||||
| 610 PARK AVE | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $10,000 |
| MARYLAND CITIZENS FOR THE ARTS | |||||
| 120 W NORTH AVE SUITE 302 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $10,000 |
| MARYLAND PHILANTHROPY NETWORK | |||||
| 1600 W 41 ST SUITE 700 | BALTIMORE | MD | 21211 | GENERAL OPERATING GRANT | $90,250 |
| MARYLAND VOLUNTEER LAWYERS FOR THE ARTS | |||||
| 1505 EUTAW PI SUITE 205 | BALTIMORE | MD | 21217 | GENERAL OPERATING GRANT | $50,000 |
| MEMORIAL EPISCOPAL CHURCH | |||||
| 1407 BOLTON STREET | BALTIMORE | MD | 21217 | GENERAL OPERATING GRANT | $5,000 |
| NEWTON SCHOOL FOUNDATION INC | |||||
| PO BOX 590020 | NEWTON | MA | 02459 | GENERAL OPERATING GRANT | $10,000 |
| NORTH EAST HOUSING INITIATIVE | |||||
| 5307 BELAIR ROAD | BALTIMORE | MD | 21206 | GENERAL OPERATING GRANT | $10,000 |
| NOSREME | |||||
| 805 N WASHINGTON STREET | BALTIMORE | MD | 21205 | GENERAL OPERATING GRANT | $3,500 |
| OPEN WORKS | |||||
| 1400 GREENMOUNT AVE | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $210,000 |
| RAILS TO TRAILS CONSERVANCY | |||||
| 10 E NORTH AVENUE SUITE 5 | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $20,000 |
| REBUILD JOHNSTON SQUARE NEIGHBORHOOD ORGANIZATION | |||||
| 700 EAST CHASE STREET | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $5,000 |
| REBUILD METRO | |||||
| 1129 NORTH CAROLINE STREET | BALTIMORE | MD | 21213 | GENERAL OPERATING GRANT | $403,000 |
| REQUITY FOUNDATION | |||||
| 20 S MADEIRA ST | BALTIMORE | MD | 21231 | GENERAL OPERATING GRANT | $50,000 |
| ST JAMES DEVELOPMENT CORPORATION INC | |||||
| 1020 W LAFAYETTE AVE | BALTIMORE | MD | 21217 | GENERAL OPERATING GRANT | $31,700 |
| ST MICHAEL SPECIAL SCHOOL | |||||
| 1522 CHIPPEWA STREET | NEW ORLEANS | LA | 70130 | GENERAL OPERATING GRANT | $10,000 |
| STATES NEWSROOM | |||||
| 50 F ST NW STE 460 | WASHINGTON | DC | 20001 | GENERAL OPERATING GRANT | $60,000 |
| STATION NORTH TOOL LIBRARY | |||||
| 417 E OLIVER STREET | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $25,000 |
| THE 6TH BRANCH | |||||
| 1400 GREENMOUNT AVE F04 | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $50,000 |
| THE BALTIMORE BANNER | |||||
| 621 EAST PRATT ST SUITE 401 | BALTIMORE | MD | 21202 | GENERAL OPERATING GRANT | $150,000 |
| THE BEORG INC | |||||
| 145 W OSTEND ST SUITE 600 | BALTIMORE | MD | 21230 | GENERAL OPERATING GRANT | $20,000 |
| THE CENTRAL BALTIMORE PARTNERSHIP INC | |||||
| 25 E 20TH STREET | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $100,000 |
| THE CHILL STATION | |||||
| 1100 WICOMICO STREET SUITE 415 | BALTIMORE | MD | 21230 | GENERAL OPERATING GRANT | $40,000 |
| THE CLIFTON HOUSE | |||||
| 5871 KELVIN AVENUE | WOODLAND HILLS | CA | 91367 | GENERAL OPERATING GRANT | $50,000 |
| THE COMPOUND | |||||
| 2239 KIRK AVE | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $20,000 |
| THE FUND FOR EDUCATIONAL EXCELLENCE | |||||
| 800 N CHARLES ST SUITE 400 | BALTIMORE | MD | 21201 | GENERAL OPERATING GRANT | $37,400 |
| THE PEALE CENTER FOR BALTIMORE | |||||
| PO BOX 1742 | BALTIMORE | MD | 21203 | GENERAL OPERATING GRANT | $30,000 |
| THREAD INC | |||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | GENERAL OPERATING GRANT | $2,500 |
| WE ARE CASA | |||||
| 8151 15TH AVENUE | LANGLEY PARK | MD | 20783 | GENERAL OPERATING GRANT | $50,000 |
| WIDE ANGLE MEDIA | |||||
| 2507 N HOWARD STREET SUITE 100 | BALTIMORE | MD | 21218 | GENERAL OPERATING GRANT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,845,112 | 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 | $393,323 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,792,128 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,845 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,176,850 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,473,146 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,473,146 | 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 |
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 | $131,568,136 | BookValueAmt |
| EOYFMV | $131,770,435 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONCURRENT ASSET | Desc |
| BOY Book Value | $3,730 | BOYBookValueAmt |
| EOY Book Value | $3,730 | EOYBookValueAmt |
| EOYFMV | $3,730 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $175 | $0 | $175 |
| DUES & SUBSCRIPTIONS | $14,272 | $0 | $14,272 |
| INSURANCE | $23,503 | $0 | $23,503 |
| REPAIR & MAINTENANCE | $129,482 | $37,550 | $91,932 |
| OFFICE EXPENSES | $48,257 | $0 | $48,257 |
| PROGRAM EXPENSES | $142,465 | $0 | $142,465 |
| OTHER EXPENSES | $1,285 | $0 | $1,285 |
| MEMBERSHIP DUES | $17,870 | $0 | $17,870 |
| PAYROLL EXPENSES | $3,967 | $0 | $3,967 |
| MEALS & ENTERTAINMENT | $7,884 | $0 | $7,884 |
| EMPLOYEE BENEFITS | $108,223 | $0 | $108,223 |
| PROGRAMMATIC CONSULTANTS | $39,516 | $0 | $39,516 |
| BOOK PROJECT | $26,450 | $0 | $26,450 |
| CHARITABLE CONTRIBUTIONS | $81,163 | $0 | $81,163 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME | Desc |
| Revenue And Expenses Per Books | $110,845 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $110,845 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $110,845 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,429,443 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| BOY Book Value | $2,052 | BOYBookValueAmt |
| EOY Book Value | $4,918 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $243,832 | Amt |
| Net Investment Income | $156,880 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $86,952 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $161,037 | Amt |
| Net Investment Income | $1,099 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $159,937 | DisbursementsCharitablePrpsAmt |