LOCKHART VAUGHAN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LOCKHART VAUGHAN FOUNDATION INC (EIN 52-1693184)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349103361
- Schema version
- 2025v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T14:09:22-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521693184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCKHART VAUGHAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCK | BusinessNameControlTxt |
| Phone | 4108379400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WEST 41ST STREET 700 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE RAWSON POWELL | PersonNm |
| Person Title | SECRETARY/TREASURER/ED | PersonTitleTxt |
| Phone | 4108379400 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $50,264,130 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,602,628 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,172,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,172,495 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,493,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,888,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,574,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,708 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$429 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,294,278 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,746,840 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $92,452 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $92,452 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $74,216 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $74,216 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,961 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,961 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $680 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $680 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,255 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,255 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $112,319 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,319 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $77,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,293 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,357 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,811 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $411,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $269,668 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,711,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,711,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,122,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,980,868 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,172,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,670,909 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,821 | CashBOYAmt |
| Cash EOY | $164,423 | CashEOYAmt |
| Cash EOYFMV | $164,423 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $583,241 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,581,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,581,111 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,388,889 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,398,399 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,422,966 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $34,358,643 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,482,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,095,630 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,451,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,626,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,264,130 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $37,451,594 | CapitalStockBOYAmt |
| Capital Stock EOY | $38,626,311 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,451,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,626,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,451,594 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,626,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,451,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,172,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,641 | OtherIncreasesAmt |
| Subtotal | $38,626,311 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,626,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM | $10,457,515 | $8,313,658 | $2,143,857 | $2,143,857 | |
| CAPITAL GAINS DIVIDENDS | $430,917 | $430,917 | $430,917 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,574,774 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,026 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,026 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,026 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,760 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $371 | EsPenaltyAmt |
| Tax Due | $13,637 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KATE RAWSON POWELL | IndividualWithBooksNm |
| Phone | 4108379400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WEST 41ST STREET 700 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21211 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN BAKER POWELL | ||||||||
| 1600 WEST 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIA B SCHNUPP | ||||||||
| 1600 WEST 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BENJAMIN M BAKER III | ||||||||
| 1600 WEST 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | TRUSTEE | 1.50 | $0 | $0 | $0 |
| JULIA P O'BRIEN | ||||||||
| 1600 WEST 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRENTNALL M POWELL | ||||||||
| 1600 WEST 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | TRUSTEE | 1.50 | $0 | $0 | $0 |
| KEVIN A SCHNUPP | ||||||||
| 1600 WEST 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | TRUSTEE | 1.50 | $0 | $0 | $0 |
| DAVID B POWELL | ||||||||
| 1600 WEST 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | PRESIDENT/TRUSTEE | 2.00 | $0 | $0 | $0 |
| KATE RAWSON POWELL | ||||||||
| 1600 WEST 41ST STREET SUITE 700 | BALTIMORE | MD | 21211 | SECRETARY/TREASURER/ED | 24.00 | $92,452 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHEL ROBBINS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WEST 41ST STREET SUITE 700 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $74,216 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HWA FINANCIAL GROUP (CHARLES SCHWAB) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3448 ELLICOTT CENTER DRIVE STE 101 | AddressLine1Txt |
| City | ELLICOTT CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGER | ServiceTypeTxt |
| Compensation | $62,319 | 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 | $46,472,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $430,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $304,177 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,207,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,207,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $708,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,499,425 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,324,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,324,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,026 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,026 | TotalTaxAmt |
| Distributable Before Adj | $2,273,945 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,273,945 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,273,945 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,980,868 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,980,868 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,273,945 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $82,340 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $181,981 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $190,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,044 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $914,563 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,404,203 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,980,868 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,273,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $706,923 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,111,126 | 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 | $82,340 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,028,786 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $181,981 | ExcessFromYear4Amt |
| Excess From Year3 | $190,275 | ExcessFromYear3Amt |
| Excess From Year2 | $35,044 | ExcessFromYear2Amt |
| Excess From Year1 | $914,563 | ExcessFromYear1Amt |
| Excess From Current Year | $706,923 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATE RAWSON POWELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WEST 41ST STREET SUITE 700 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4108379400 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE GO TO OUR WEBSITE, LOCKHARTV.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE GO TO OUR WEBSITE, LOCKHARTV.ORG. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE GO TO OUR WEBSITE, LOCKHARTV.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 29TH STREET COMMUNITY CENTER | |||||||
| 300 E 29TH STREET | BALTIMORE | MD | 21218 | PC | EDUCATION: SUPPORT SUMMER AND AFTER-SCHOOL PROGRAMS | $20,000 | |
| ARCHDIOCESE OF BALTIMORE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | EDUCATION: PROMOTE SCHOOL CHOICE FOR BALTIMORE STUDENTS AND PARENTS | $60,000 | |
| ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE | |||||||
| 190 W OSTEND STREET | BALTIMORE | MD | 21230 | PC | EDUCATION: BALTIMORE CHILDREN WILL HAVE ACCESS TO A QUALITY PUBLIC EDUCATION IN PRE-K -8TH GRADE | $15,000 | |
| ARTS EVERY DAY | |||||||
| 1505 EUTAW PLACE SUITE 204 | BALTIMORE | MD | 21217 | PC | EDUCATION: BALTIMORE CHILDREN WILL HAVE ACCESS TO A QUALITY PUBLIC EDUCATION IN PRE-K - 8TH GRADE | $20,000 | |
| ARTS FOR LEARNING MARYLAND | |||||||
| 21 E NORTH AVENUE | BALTIMORE | MD | 21202 | PC | EDUCATION: SUMMER ARTS FOR LEARNING ACADEMY | $15,000 | |
| AUDUBON MID-ATLANTIC | |||||||
| 2901 E BALTIMORE STREET | BALTIMORE | MD | 21224 | PC | ENVIRONMENT: COMMUNITY-CENTERED FOREST RESTORATION IN TWO BALTIMORE CITY PARKS | $50,000 | |
| BALTIMORE BANNER | |||||||
| 621 E PRATT STREET | BALTIMORE | MD | 21202 | PC | ENVIRONMENT: SUPPORT ENVIRONMENTAL JOURNALISM | $30,000 | |
| BALTIMORE CURRICULUM PROJECT | |||||||
| 2707 E FAYETTE STREET | BALTIMORE | MD | 21224 | PC | EDUCATION : WOLFE STREET ACADEMY | $15,000 | |
| BALTIMORE FAMILY ALLIANCE | |||||||
| 1100 WICOMICO STREET | BALTIMORE | MD | 21230 | PC | COMMUNITY DEVELOPMENT: BALTIMORE WILL BE A CITY WITH VIBRANT NEIGHBORHOODS. | $15,000 | |
| BALTIMORE SCHOOL FOR THE ARTS FOUNDATION INC | |||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | EDUCATION: SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER SCHOOL PROGRAMS | $25,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHERDRAL STREET | BALTIMORE | MD | 21201 | PC | EDUCATION: ORCHKIDS. SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER-SCHOOL PROGRAMS | $40,000 | |
| BALTIMORE TREE TRUST INC | |||||||
| PO BOX 50188 | BALTIMORE | MD | 21211 | PC | ENVIRONMENT: SUPPORT GREENING EFFORTS THAT ARE VISIBLE TO THE WIDER COMMUNITY | $30,000 | |
| BLUE WATER BALTIMORE | |||||||
| 1801 EAST OLIVER STREET | BALTIMORE | MD | 21213 | PC | ENVIRONMENT: SUPPORT EFFORTS TO IMPROVE THE CHESAPEAKE BAY AND ITS WATERSHEDS IN BALTIMORE | $50,000 | |
| BRIDGES BALTIMORE INC | |||||||
| PO BOX 27805 | BALTIMORE | MD | 21285 | PC | EDUCATION : SUB SUMMER LEARNING | $40,000 | |
| BUILDING STEPS | |||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 21022 | PC | EDUCATION: SUPPORT PROGRAMS THAT CHALLENGE MOTIVATED STUDENTS IN PUBLIC SCHOOLS | $30,000 | |
| CALVERT SCHOOL INC | |||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | PC | EDUCATION: GENERAL OPERATING | $12,000 | |
| CENTER FOR CLIMATE CHANGE COMMUNICATION | |||||||
| 4000 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | PC | ENVIRONMENT | $50,000 | |
| CENTRAL MARYLAND TRANSPORTATION ALLIANCE | |||||||
| PO BOX 37422 | BALTIMORE | MD | 21297 | PC | COMMUNITY DEVELOPMENT: SUPPORT ORGANIZATIONS THAT HAVE A RECORD OF ATTRACTING FINANCIAL INVESTMENTS FOR NEIGHBORHOOD REVITALIZATION EFFORTS | $25,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | ENVIRONMENT: SUPPORT EFFORTS IN BALTIMORE TO IMPROVE THE CHESAPEAKE BAY AND ITS WATERSHEDS | $50,000 | |
| CHILDREN'S SCHOLARSHIP FUND BALTIMORE | |||||||
| PO BOX 5282 | BALTIMORE | MD | 21224 | PC | EDUCATION: PROMOTE SCHOOL CHOICE FOR BALTIMORE STUDENTS AND PARENTS | $50,000 | |
| CITY TEACHING ALLIANCE | |||||||
| 8 MARKET PLACE SUITE 410 | BALTIMORE | MD | 21202 | PC | EDUCATION: SUPPORT THE RECRUITMENT, TRAINING AND MENTORING OF ABLE INSTRUCTIONAL LEADERS FOR PUBLIC SCHOOLS | $40,000 | |
| CODE IN THE SCHOOLS | |||||||
| 21 E NORTH AVENUE | BALTIMORE | MD | 21202 | PC | EDUCATION: SUPPORT COST-EFFECTIVE AFTER SCHOOL PROGRAMS | $20,000 | |
| COLLEGEBOUND FOUNDATION | |||||||
| 2507 N HOWARD STREET | BALTIMORE | MD | 21218 | PC | EDUCATION: SUPPORT PROGRAMS THAT CHALLENGE MOTIVATED STUDENTS IN BALTIMORES PUBLIC SCHOOLS | $35,000 | |
| COMMUNITY LAW CENTER | |||||||
| 3355 KESWICK ROAD | BALTIMORE | MD | 21211 | PC | COMMUNITY DEVELOPMENT: SUPPORT ORGANIZATIONS THAT PROVIDE TECHNICAL ASSISTANCE AND ENHANCE THE CAPABILITIES OF GROUPS THAT ARE WORKING FOR COMMUNITY DEVELOPMENT IN BALTIMORE. | $40,000 | |
| CONNECTICUT FARMLAND TRUST | |||||||
| 77 BUCKINGHAM STREET | HARTFORD | CT | 06106 | PC | ENVIRONMENT | $12,000 | |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | ENVIRONMENT | $50,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER STREET | BALTIMORE | MD | 21231 | PC | EDUCATION: PROMOTE SCHOOL CHOICE FOR BALTIMORE STUDENTS AND PARENTS | $50,000 | |
| DERRYFIELD SCHOOL | |||||||
| 2108 RIVER ROAD | MANCHESTER | NH | 03104 | PC | EDUCATION: ANNUAL FUND | $4,000 | |
| DESIGN CHALLENGE NETWORK | |||||||
| PO BOX 556 | PORTSMOUTH | NH | 03802 | PC | EDUCATION | $8,000 | |
| DUQUESNE UNIVERSITY | |||||||
| 600 FORBES AVENUE | PITTSBURGH | PA | 15282 | PC | OTHER | $12,000 | |
| EARTHJUSTICE | |||||||
| 180 STEUART ST 194330 | SAN FRANCISCO | CA | 94105 | PC | ENVIRONMENT | $75,000 | |
| EMMANUEL EPISCOPAL CHURCH | |||||||
| 811 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | OTHER | $24,000 | |
| ENOCH PRATT FREE LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | EDUCATION: EMERGENT LITERACY PROGRAM. SUPPORT CHILDHOOD LITERACY IN THE VERY EARLIEST YEARS. | $25,000 | |
| ENOCH PRATT FREE LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | EDUCATION: BRANCH IMPROVEMENT FUND | $35,000 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 98051 | WASHINGTON | DC | 20090 | PC | ENVIRONMENT: ORPHANED OIL WELLS | $75,000 | |
| FRIENDS OF PATTERSON PARK | |||||||
| 27 S PATTERSON PARK AVE | BALTIMORE | MD | 21231 | PC | COMMUNITY DEVELOPMENT: BALTIMORE WILL BE A CITY OF VIBRANT NEIGHBORHOODS | $10,000 | |
| FRIENDS OF THE JONES FALLS | |||||||
| 25 E 20TH STREET | BALTIMORE | MD | 21218 | PC | ENVIRONMENT: SUPPORT EFFORTS IN BALTIMORE TO IMPROVE THE CHESAPEAKE BAY AND ITS WATERSHEDS | $25,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | PC | EDUCATION: TRANSPORTATION PROJECT | $20,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | PC | BALTIMORE CITY PUBLIC SCHHOLS - ENVIRONMENT (SUB CLIMATE CHANGE): GREENING GROUNDS- LEAF BLOWERS | $15,678 | |
| GARWYN OAKS NORTHWEST HOUSING RESOURCE CENTER INC | |||||||
| 2300 GARRISON BLVD | BALTIMORE | MD | 21216 | PC | COMMUNITY DEVELOPMENT: SUPPORT COMMUNITY ORGANIZATIONS THAT HAVE A RECORD OF ATTRACTING FINANCIAL INVESTMENTS FOR THEIR NEIGHBORHOOD REVITALIZATION EFFORTS. | $20,000 | |
| GENERATION180 | |||||||
| PO BOX 483 | CHARLOTTESVILLE | VA | 22902 | PC | ENVIRONMENT: ELECTRIFY OUR SCHOOLS MD | $50,000 | |
| HELPING OPPRESSED PEOPLE EXCEL HOPE BALTIMORE | |||||||
| 811 CATHEDRAL STREET | BALTIMORE | MD | 21201 | PC | OTHER | $25,000 | |
| IMENTOR | |||||||
| 8 MARKET PLACE SUITE 300 | BALTIMORE | MD | 21202 | PC | EDUCATION: SUPPORT COST-EFFECTIVE AFTER SCHOOL PROGRAMS | $25,000 | |
| INGENUITY PROJECT INC | |||||||
| 1400 COLD SPRING LANE | BALTIMORE | MD | 21209 | PC | EDUCATION: SUPPORT PROGRAMS THAT CHALLENGE MOTIVATED STUDENTS IN BALTIMORE'S PUBLIC SCHOOLS. | $35,000 | |
| KIPP BALTIMORE | |||||||
| 2000 EDGEWOOD STREET | BALTIMORE | MD | 21216 | PC | EDUCATION: SUPPORT PROGRAMS THAT CHALLENGE MOTIVATED STUDENTS IN PUBLIC SCHOOLS | $40,000 | |
| LET'S GO BOYS AND GIRLS INC | |||||||
| 2601 N HOWARD STREET | BALTIMORE | MD | 21218 | PC | EDUCATION: SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER-SCHOOL PROGRAMS | $30,000 | |
| LEVELING THE PLAYING FIELD INC | |||||||
| 1140 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | EDUCATION: SUPPORT COST-EFFECTIVE AFTER-SCHOOL PROGRAMS | $25,000 | 1200 |
| LIVING CLASSROOMS FOUNDATION | |||||||
| 1417 THAMES STREET | BALTIMORE | MD | 21231 | PC | EDUCATION: EARLY CHILDHOOD EDUCATION PROGRAM | $25,000 | |
| MARYLAND ALLIANCE OF PUBLIC CHARTER SCHOOLS | |||||||
| 1500 UNION AVENUE | BALTIMORE | MD | 21211 | PC | EDUCATION: PROMOTE SCHOOL CHOICE FOR BALTIMORE STUDENTS AND PARENTS | $30,000 | |
| MARYLAND CLIMATE PARTNERS | |||||||
| 1600 WEST 41ST STREET | BALTIMORE | MD | 21211 | PC | ENVIRONMENT : SUB GENERAL FUND | $50,000 | |
| MARYLAND NONPROFITS | |||||||
| 1500 UNION AVENUE | BALTIMORE | MD | 21211 | PC | COMMUNITY DEVELOPMENT: SUPPORT ORGANIZATIONS THAT PROVIDE TECHNICAL ASSISTANCE AND ENHANCE THE CAPABILITIES OF GROUPS THAT ARE WORKING FOR COMMUNITY DEVELOPMENT IN BALTIMORE. | $15,000 | |
| MIDDLE GRADES PARTNERSHIP | |||||||
| 1500 UNION AVE 1320 | BALTIMORE | MD | 21211 | PC | EDUCATION : SUB SUMMER LEARNING | $45,000 | |
| MODERN CLASSROOMS PROJECT INC | |||||||
| 15 14TH STREET SE | WASHINGTON | DC | 20003 | PC | EDUCATION: SUPPORT THE RECRUITMENT, TRAINING, AND MENTORING OF ABLE INSTRUCTIONAL LEADERS FOR PUBLIC SCHOOLS | $50,000 | |
| MOTHER SETON ACADEMY | |||||||
| 2215 GREENMOUNT AVENUE | BALTIMORE | MD | 21218 | PC | EDUCATION: PROMOTE SCHOOL CHOICE FOR STUDENTS & FAMILIES | $20,000 | |
| NATURE SACRED | |||||||
| 105 ANNAPOLIS STREET SUITE D | ANNAPOLIS | MD | 21401 | PC | ENVIRONMENT: SUPPORT GREENING EFFORTS THAT ARE VISIBLE TO THE WIDER COMMUNITY | $25,000 | |
| NEIGHBORHOOD DESIGN CENTER INC | |||||||
| 120 W NORTH AVENUE | BALTIMORE | MD | 21201 | PC | COMMUNITY DEVELOPMENT: SUPPORT ORGANIZATIONS THAT PROVIDE TECHNICAL ASSISTANCE AND ENHANCE THE CAPABILITIES OF GROUPS THAT ARE WORKING FOR COMMUNITY DEVELOPMENT IN BALTIMORE. | $22,000 | |
| NEXT ONE UP | |||||||
| PO BOX 22503 | BALTIMORE | MD | 21203 | PC | EDUCATION: SUPPORT COST-EFFECTIVE AFTER-SCHOOL PROGRAMS | $25,000 | |
| NO BOUNDARIES COALITION INC | |||||||
| PO BOX 12825 | BALTIMORE | MD | 21217 | PC | COMMUNITY DEVELOPMENT: BALTIMORE WILL BE A CITY OF VIBRANT NEIGHBORHOODS | $20,000 | |
| PARITY BALTIMORE INCORPORATED | |||||||
| 640 N CARROLLTON AVENUE | BALTIMORE | MD | 21217 | PC | EDUCATION: VACANT HOUSING INITIATIVE | $50,000 | |
| PARK SCHOOL OF BALTIMORE INC | |||||||
| 2425 OLD COURT ROAD | BALTIMORE | MD | 21208 | PC | ENVIRONMENT: SOLAR ARRAY | $176,522 | |
| PORT DISCOVERY CHILDREN'S MUSEUM | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | PC | EDUCATION: AT PLAY LEARNING INSTITUTE | $20,000 | |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2445 M STREET NW SUITE 650 | WASHINGTON | DC | 20037 | PC | COMMUNITY DEVELOPMENT: ADVANCEMENT OF CHINQUAPIN RUN PARK TRAIL AND BALTIMORE GREENWAY | $25,000 | |
| RE-BUILD METRO INC | |||||||
| 1129 NORTH CAROLINE STREET | BALTIMORE | MD | 21231 | PC | EDUCATION: VACANT HOUSING INITIATIVE | $50,000 | |
| SAVE THE SOUNDINC | |||||||
| 127 CHURCH STREET 2ND FLOOR | NEW HAVEN | CT | 06510 | PC | ENVIRONMENT | $25,000 | |
| SIERRA CLUB FOUNDATION | |||||||
| PO BOX 270595 | WEST HARTFORD | CT | 06127 | PC | ENVIRONMENT | $35,000 | |
| SPRINGBOARD COLLABORATIVE | |||||||
| 1500 JOHN F KENNEDY BLVD SUITE 1160 | PHILADELPHIA | PA | 19102 | PC | EDUCATION: SUB SUMMER LEARNING: LITERACY INTERVENTION FOR BALTIMORE CITY SCHOOL CHILDREN | $25,000 | |
| ST JAMES DEVELOPMENT CORPORATION INC | |||||||
| 1020 W LAFAYETTE AVE | BALTIMORE | MD | 21217 | PC | ENVIRONMENT: SUPPORT GREENING EFFORTS IN BALTIMORE THAT ARE VISIBLE TO THE WIDER COMMUNITY | $50,000 | |
| ST VINCENT DE PAUL OF BALTIMORE | |||||||
| 2305 N CHARLES STREET | BALTIMORE | MD | 21218 | PC | EDUCATION: SUB SUMMER LEARNING: CAMP ST. VINCENT | $15,000 | |
| STRONG SCHOOLS MARYLAND | |||||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | PC | EDUCATION: BALTIMORE CHILDREN WILL HAVE ACCESS TO A QUALITY PUBLICEDUCATION IN PRE-K - 8TH GRADE | $50,000 | |
| SUCCESS FOR ALL FOUNDATION | |||||||
| 300 E JOPPA ROAD SUITE 500 | TOWSON | MD | 21286 | PC | EDUCATION: LITERACY INTERVENTION FOR BALTIMORE CITY SCHOOL CHILDREN | $35,000 | |
| TEACH FOR AMERICA - BALTIMORE | |||||||
| 2601 N HOWARD STREET | BALTIMORE | MD | 21218 | PC | EDUCATION: SUPPORT THE RECRUITMENT, TRAINING OF ABLE INSTRUCTIONAL LEADERS FOR PUBLIC SCHOOLS | $60,000 | |
| THREAD INC | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | PC | EDUCATION: SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER-SCHOOL PROGRAMS | $75,000 | |
| TNTP INC - BALTIMORE CITY TEACHING RESIDENCY | |||||||
| 500 7TH AVENUE 8TH FLOOR | NEW YORK | NY | 10018 | PC | EDUCATION: SUPPORT THE RECRUITMENT AND TRAINING OF ABLE INSTRUCTIONAL LEADERS FOR PUBLIC SCHOOLS | $40,000 | |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | PC | ENVIRONMENT | $35,000 | |
| UNIVERSITY OF MARYLAND FOUNDATION INC | |||||||
| 1000 HILLTOP ROAD ADMIN 714 | BALTIMORE | MD | 21250 | PC | EDUCATION: SUB SUMMER LEARNING: REACH TOGETHER MATH SUMMER PROGRAM | $25,000 | |
| VILLAGE LEARNING PLACE | |||||||
| 2521 SAINT PAUL STREET | BALTIMORE | MD | 21218 | PC | EDUCATION: SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER-SCHOOL PROGRAMS | $25,000 | |
| WIDE ANGLE YOUTH MEDIA | |||||||
| 2507 N HOWARD STREET | BALTIMORE | MD | 21218 | PC | EDUCATION: SUPPORT COST-EFFECTIVE AFTER-SCHOOL PROGRAMS | $25,000 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 183 OYSTER POND ROAD | WOODS HOLE | MA | 02543 | PC | ENVIRONMENT : GLIDER TRIPS TO GATHER DATA ABOUT ACIDITY OF GULF STREAM | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,711,200 | 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 | $1,172,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,493,447 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| REIMBURSEMENT | 900099 | 01 | $25,737 |
| REWARDS | 900099 | 01 | $400 |
| PARTNERSHIP INCOME REPORTED ON K-1 | 900099 | 14 | -$429 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,691,650 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,691,650 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN & SUSAN POWELL | |||||||
| 1 | 5508 NORMANDY PLACE | BALTIMORE | MD | 21210 | $1,002,081 | Yes (X) | |
| BEN BAKER & SUSAN NORDEN | |||||||
| 2 | 1600 WEST 41ST STREET | BALTIMORE | MD | 21211 | $600,547 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $1,002,081 | 2025-07-09 |
| 2 | PUBLICLY TRADED SECURITIES | $95,547 | 2025-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,510 | Amt |
| Net Investment Income | $8,255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,255 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (36 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN AXLE 6.875% | $40,648 | $39,950 |
| ATI INC 5.875% | $77,899 | $78,000 |
| BANDWIDTH INC | $78,182 | $80,336 |
| BEAZER HOMES USA 5.875% | $81,005 | $78,803 |
| BLACKSTONE MORT 4.375% | $78,547 | $78,271 |
| CEDAR FAIR, LP 5.375% | $44,762 | $44,719 |
| CEDAR FAIR, LP 6.5% | $37,539 | $35,100 |
| CENTENE CORP | $38,225 | $35,775 |
| CROWN AMERICAS L 4.75% | $36,260 | $35,685 |
| DANA INC 5.375% | $82,885 | $78,901 |
| ENACT HOLDINGS 6.25% | $43,989 | $46,033 |
| FUBOTV INC 3.25% | $77,475 | $79,352 |
| GRAND CANYON UN 5.125% | $79,645 | $80,502 |
| GRIFFON CORP 5.75% | $77,397 | $80,000 |
| HECLA MINING CO 7.25% | $26,473 | $26,065 |
| HILTON WORLDWIDE 4.875% | $54,639 | $51,870 |
| MARRIOTT VACATIO 4.75% | $156,126 | $157,973 |
| MGP INGREDIENTS 1.875% | $78,294 | $79,146 |
| ONEMAIN FIN COR 3.5% | $77,789 | $79,000 |
| PEBBLERBOOK HOTE 1.75% | $64,327 | $70,457 |
| PENNYMAC CROP 5.5% | $77,138 | $78,632 |
| REDFINE CORP 0.5% | $78,739 | $81,509 |
| SBA COMMUNICATIONS 3.875% | $64,646 | $71,280 |
| SERVICE CORP | $42,654 | $39,900 |
| SHEA HOMES LIMIT | $78,400 | $78,309 |
| SNAP INC 0%27 | $62,499 | $69,696 |
| SPIRIT AEROSYSTE 3.85% | $77,244 | $79,600 |
| SUMMIT HOTEL PROP 1.5% | $78,110 | $79,009 |
| TEGNA, INC. | $44,009 | $43,505 |
| TELEFLEX INC 4.625% | $83,109 | $79,600 |
| TENET HEALTHCARE 6.125% | $73,475 | $73,091 |
| THE SCOTT MIRAC 5.25% | $79,268 | $78,000 |
| TITAN INTERNTNL 7% | $53,731 | $53,066 |
| TREEHOUSE FOODS, IN 4% | $78,536 | $84,574 |
| V.F. CORP | $77,768 | $80,257 |
| WESTERN DIGITAL 4.75% | $16,967 | $17,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROWN ADVISORY GROUP HOLDINGS, LLC | AT COST | $17,156 | $117,070 |
| CONTINENTAL REALTY VALUE-ADD MULTIFAMILY PARALLEL FUND I, LP | AT COST | $239,727 | $239,727 |
| PIMCO TOTAL RETURN ESG | AT COST | $5,850,022 | $5,944,727 |
| LAZARD INTERNATIONAL QUALITY GR INSTL | AT COST | $2,770,278 | $2,665,048 |
| SEAFARER OVERSEAS GR AND INCOME INSTL | AT COST | $742,355 | $1,090,481 |
| T ROWE PRICE CAP APPR FD COST | AT COST | $6,966,709 | $8,590,074 |
| VANGUARD ESG INTERNATIONAL STOCK | AT COST | $4,291,510 | $4,957,322 |
| VANGUARD ESG US STOCK | AT COST | $13,604,621 | $22,491,181 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $680 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $680 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASSTHROUGH INVESTMENT EXPENSES | $5,357 | $5,357 | $0 |
| INSURANCE | $6,056 | $0 | $6,056 |
| BANK FEES | $1,729 | $0 | $1,729 |
| IT SUPPORT | $3,600 | $0 | $3,600 |
| MEMBERSHIPS & SUBSCRIPTIONS | $7,695 | $0 | $7,695 |
| PAYROLL PROCESSING FEES | $985 | $0 | $985 |
| SOFTWARE | $2,138 | $0 | $2,138 |
| WEBSITE AND SYSTEM SUPPORT | $6,278 | $0 | $4,846 |
| OFFICE EXPENSE | $1,762 | $0 | $1,762 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| REIMBURSEMENT | $25,737 | $25,737 | |
| REWARDS | $400 | $400 | |
| PARTNERSHIP INCOME REPORTED ON K-1 | -$429 | -$429 | -$429 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO BASIS OF PASSTHROUGH INVESTMENTS | $2,412 |
| PRIOR PERIOD ADJUSTMENT | $229 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $62,319 | $62,319 | $0 |
| CONSULTING FEES | $50,000 | $0 | $50,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $63,971 | $0 | $0 |
| PAYROLL TAX | $13,293 | $0 | $13,293 |