ROBERT W DEUTSCH FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W DEUTSCH FOUNDATION INC (EIN 52-1758252)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201303169349100225
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T08:37:46-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521003788 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATZ ABOSCH | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9690 DEERECO RD STE 500 | AddressLine1 |
| City | TIMONIUM | City |
| State | MD | State |
| ZIP Code | 21093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521758252 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W DEUTSCH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 4432751144 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE NO 201 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT DEUTSCH | Name |
| Title | PRESIDENT | Title |
| Phone | 4432751144 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J AGETSTEIN CPA PFS | Name |
| PTIN | P00087380 | PTIN |
| Phone | 4108286432 | Phone |
| Date Prepared | 2013-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 96575541 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 13000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3064 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3064 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1161352 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1161352 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 521864 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 203545462 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 521864 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 62210 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 62210 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 14748490 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1748490 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 225000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 45000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 180000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 175166 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 35033 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 140133 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 7638 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1910 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 5728 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9525 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2381 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7144 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 439630 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 325020 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 114611 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 48682 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 17753 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 23987 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 5740 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 42834 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 10709 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 32125 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 28287 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 7072 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 21215 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 49448 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 9889 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 39559 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1031950 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 454767 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 564502 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3709965 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3709965 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4741915 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 454767 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4274467 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 10006575 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1293723 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 110031 | CashEOY |
| Cash EOYFMV | 110031 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 69032914 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 28306979 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 28306979 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 849155 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1567235 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1587663 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 11959252 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 41098607 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 43655583 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1346488 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 11663461 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 11906578 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 319629 | InvestmentsOtherBOY |
| Investments Other EOY | 10763007 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 10993081 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 24542 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 12646 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 17636 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 11896 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 11896 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 3730 | OtherAssetsBOY |
| Other Assets EOY | 3730 | OtherAssetsEOY |
| Other Assets EOYFMV | 3730 | OtherAssetsEOYFMV |
| Total Assets BOY | 83528804 | TotalAssetsBOY |
| Total Assets EOY | 93524946 | TotalAssetsEOY |
| Total Assets EOYFMV | 96575541 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 83528804 | UnrestrictedBOY |
| Unrestricted EOY | 93524946 | UnrestrictedEOY |
| Total Net Assets BOY | 83528804 | TotalNetAssetsBOY |
| Total Net Assets EOY | 93524946 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 83528804 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 93524946 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 83528804 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 10006575 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 93535379 | Subtotal |
| Other Decreases | 10433 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 93524946 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - M&T INVESTMENTS | P | 202669219 | 202413385 | 255834 | 255834 |
| PUBLICLY TRADED SECURITIES - US BANK | P | 522938 | 472222 | 50716 | 50716 |
| TORTOISE CAPITAL K-1'S | P | 1705 | 1705 | 1705 | |
| BROWN ADVISORY K-1'S | P | 10401 | -10401 | -10401 | |
| ACADIAN EMERGING MARKETS EQUITY II FUND, LLC | P | 127590 | -127590 | -127590 | |
| PICTET EMERGING LOCAL CURRENCY | P | 250 | 250 | 250 | |
| THE GRESHAM A+ FUND, L.L.C. | P | 172 | 172 | 172 | |
| CAPITAL GAINS DIVIDENDS | P | 351178 | 351178 | 351178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 521864 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2575877 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 49999132 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051518 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 496928 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12658020 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039258 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 503246 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8789884 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057253 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 453680 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8917916 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050873 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 490736 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9765124 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050254 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249156 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049831 | AverageDistributionRatio |
| Net Noncharitable Assets | 90965505 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4532902 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12937 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4545839 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4274467 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 25874 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 25874 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 25874 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 12108 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 12000 | TaxPaidWithExtension |
| Total Credits And Payments | 24108 | TotalCreditsAndPayments |
| Tax Due | 1766 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BROWN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4432751144 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE SUITE 201 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JANE BROWN | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | PRESIDENT/EXECUTIVE DIRECT | 40.00 | 125000 | 0 | 0 |
| NEIL DIDRIKSEN | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | CHIEF OPERATING OFFICER | 40.00 | 100000 | 0 | 0 |
| MAC MACLURE | ||||||||
| 5521 RESEARCH PARK DRIVE | BALTIMORE | MD | 21228 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DAVID DEUTSCH | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | DIRECTOR | 1.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACKIE TYSON | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE SUITE 201 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 52000 | Compensation |
| Employee Benefits | 0 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 1 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 46989494 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 45361273 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 92350767 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 92350767 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1385262 | CashDeemedCharitable |
| Net Noncharitable Assets | 90965505 | NetNoncharitableAssets |
| Minimum Investment Return | 4548275 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4548275 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 25874 | TaxBasedOnInvestmentIncome |
| Total Tax | 25874 | TotalTax |
| Distributable Amount Before Adj | 4522401 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4522401 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4522401 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4274467 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4274467 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4274467 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4522401 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 284569 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4274467 | QualifyingDistributions |
| Applied To Year1 | 284569 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3989898 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 532503 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JANE BROWN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE SUITE 201 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4432751144 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AS220 | |||||||
| 115 EMPIRE STREET | PROVIDENCE | RI | 02903 | NONE | 501(C)(3) | GENERAL PURPOSES | $5,000 |
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | |||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | GENERAL PURPOSES | $5,750 |
| BALTIMORE ARTS REALTY CORPORATION | |||||||
| 1122 KENILWORTH DRIVE NO 201 | TOWSON | MD | 21204 | NONE | 501(C)(3) | GENERAL PURPOSES | $665,000 |
| BALTIMORE COLLEGE TOWN NETWORK | |||||||
| PO BOX 11049 | BALTIMORE | MD | 21212 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 |
| BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSES | $80,000 |
| BALTIMORE OPEN THEATRE | |||||||
| 1315 NORTHVIEW ROAD | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSES | $100,000 |
| BALTIMORE UNITED IN LEADERSHIP DEVELOPMENT (BUILD) | |||||||
| 2439 MARYLAND AVENUE | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSES | $80,000 |
| BALTIMORE URBAN DEBATE LEAGUE | |||||||
| 2601 N HAWARD STREET SUITE 150 | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSES | $10,000 |
| CENTRAL BALTIMORE PARTNERSHIP | |||||||
| 1800 NORTH CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $100,000 |
| CREATIVE ALLIANCE | |||||||
| 3134 EASTERN AVENUE | BALTIMORE | MD | 21224 | NONE | 501(C)(3) | GENERAL PURPOSES | $110,000 |
| CREATIVE CAPITAL FOUNDATION | |||||||
| 65 BLEECKER STREET 7TH FLOOR | NEW YORK | NY | 10012 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| FOUNDATION FOR NATIONAL PROGRESS | |||||||
| 222 SUTTER STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 |
| FRACTURED ATLAS | |||||||
| 248 W 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL PURPOSES | $56,500 |
| FUSION PARTNERSHIPS | |||||||
| 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | GENERAL PURPOSES | $75,000 |
| GREATER BALTIMORE CULTURAL ALLIANCE | |||||||
| 1800 NORTH CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $67,000 |
| GREEN MEDIA TOOLSHED | |||||||
| 1915 I STREET NORTHWEST SUITE 700 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL PURPOSES | $383,665 |
| HOMELESS PERSON REPRESENTATION PROJECT | |||||||
| 201 N CHARLES STREET SUITE 1104 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $35,000 |
| INCENTIVE MENTORING PROGRAM | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| JACOBS CENTER FOR NEIGHBORHOOD INNOVATION | |||||||
| 404 EUCLID AVENUE | SAN DIEGO | CA | 92114 | NONE | 501(C)(3) | GENERAL PURPOSES | $5,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 100 N CHARLES STREET SUITE 316 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $5,000 |
| JUST VISION INC | |||||||
| 1616 P STREET NW SUITE 340 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| MARYLAND BUDGET & TAX POLICY INSTITUTE | |||||||
| 1500 UNION AVENUE | BALTIMORE | MD | 21211 | NONE | 501(C)(3) | GENERAL PURPOSES | $8,000 |
| MARYLAND HUMANITIES COUNCIL | |||||||
| 108 WEST CENTRE STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $20,000 |
| MARYLAND INSTITUTE COLLEGE OF ART | |||||||
| 1300 MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | 501(C)(3) | GENERAL PURPOSES | $79,800 |
| MUSE 360 | |||||||
| 1523 ROUNDHILL ROAD | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| MY SISTERS CIRCLE | |||||||
| PO BOX 84 | TIMONIUM | MD | 21094 | NONE | 501(C)(3) | GENERAL PURPOSES | $8,000 |
| NEW ORGANIZING INSTITUTE | |||||||
| 1133 19TH STREET NW SUITE 850 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| OUTPOST JOURNAL | |||||||
| 460 HARRIS AVENUE UNIT 104 | PROVIDENCE | RI | 02909 | NONE | 501(C)(3) | GENERAL PURPOSES | $2,000 |
| PEOPLES HOMESTEADING GROUP | |||||||
| 410 E NORTH AVENUE | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | GENERAL PURPOSES | $15,000 |
| PROTEUS FUND | |||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | 501(C)(3) | GENERAL PURPOSES | $100,000 |
| PUBLIC LEARNING MEDIA LABORATORY | |||||||
| 64 HAMPSHIRE STREET | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | GENERAL PURPOSES | $75,000 |
| STATION NORTH ARTS AND ENTERTAINMENT | |||||||
| 1800 NORTH CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $65,000 |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||
| UC SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | 501(C)(3) | GENERAL PURPOSES | $250,000 |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | |||||||
| 620 W LEXINGTON STREET 2ND FLOOR | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $261,750 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 2119 MAIN ADMINISTRATION BLDG | COLLEGE PARK | MD | 20742 | NONE | 501(C)(3) | GENERAL PURPOSES | $520,000 |
| UNIVERSITY OF MARYLAND SCHOOL OF SOCIAL WORK | |||||||
| 525 WEST REDWOOD STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $2,500 |
| WITNESS | |||||||
| 80 HANSON PLACE 5TH FLOOR | BROOKLYN | NY | 11217 | NONE | 501(C)(3) | GRANT FOR CAMERAS EVERYWHERE | $120,000 |
| YOUNG AUDIENCES OF MARYLAND | |||||||
| 2601 N HOWARD STREET SUITE 320 | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3709965 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,064 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,161,352 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $62,210 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $521,864 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,748,490 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1748490 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RWD TECHNOLOGIES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5521 RESEARCH PARK DRIVE | AddressLine1 |
| City | CATONSVILLE | City |
| State | MD | State |
| ZIP Code | 21228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 13000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $9,525 | Amount |
| Net Investment Income | 2381 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7144 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (4 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| FURNITURE | 2010-09-01 | 4378 | 1697 | 200DB | 7.000000000000 | 766 | 0 |
| COMPUTER EQUIPMENT | 2010-08-23 | 5511 | 2866 | 200DB | 5.000000000000 | 1058 | 0 |
| FURNITURE | 2011-06-30 | 10287 | 1470 | 200DB | 7.000000000000 | 2519 | 0 |
| OFFICE EQUIPMENT | 2011-06-30 | 4366 | 873 | 200DB | 5.000000000000 | 1397 | 0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 11663461 | EOYBookValue |
| EOYFMV | 11906578 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 41098607 | EOYBookValue |
| EOYFMV | 43655583 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1491480 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1509384 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 75755 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 78279 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 10763007 | BookValue |
| EOYFMV | 10993081 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (4 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| FURNITURE | 4378 | 2463 | 1915 |
| COMPUTER EQUIPMENT | 5511 | 3924 | 1587 |
| FURNITURE | 10287 | 3989 | 6298 |
| OFFICE EQUIPMENT | 4366 | 2270 | 2096 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $7,638 | Amount |
| Net Investment Income | 1910 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5728 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| UNEMPLOYMENT BOND | 230 | 230 | 230 |
| SECURITY DEPOSIT | 3500 | 3500 | 3500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS | Description |
| Amount | $10,433 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSE | 12322 | 2464 | 9858 |
| PAYROLL EXPENSES | 1804 | 361 | 1443 |
| INSURANCE | 29791 | 5958 | 23833 |
| IT EXPENSE | 5531 | 1106 | 4425 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | K-1 INVESTMENT INCOME | Description |
| Revenue And Expenses Per Books | 62210 | RevenueAndExpensesPerBooks |
| Net Investment Income | 62210 | NetInvestmentIncome |
| Adjusted Net Income | 62210 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | $286,815 | 286816 | 0 |
| CONSULTING FEES | $152,815 | 38204 | 114611 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $29,983 | 5996 | 23987 |
| FOREIGN TAXES | $11,757 | 11757 | 0 |
| EXCISE TAX | $6,942 | 0 | 0 |