ISAAC AND LEAH M POTTS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ISAAC AND LEAH M POTTS FOUNDATION INC (EIN 52-0794606)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349101342
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2026-05-14T09:05:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520794606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISAAC & LEAH MPOTTS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISAA | BusinessNameControlTxt |
| Phone | 4109560974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 CEDAR GROVE ROAD | AddressLine1Txt |
| City | EDGEWATER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH POTTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4109560974 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
| 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 | $1,163,603 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,290 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $395,089 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,290 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $90 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $78,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,787 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,357 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $341 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $341 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,441 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,161 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $77,103 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $67,561 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $108,733 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $562,312 | CorporateStockBOYAmt |
| Corporate Stock EOY | $556,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $749,185 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $210,871 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $208,900 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $198,775 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $69,510 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $69,376 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $69,749 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $950,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $939,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,163,603 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $950,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $939,954 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $950,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $939,954 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $950,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $939,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $950,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $64 | OtherIncreasesAmt |
| Subtotal | $939,954 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $939,954 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MS - ST COVERED SECURITIES 9980 | P | 2025-01-01 | 2025-12-31 | $128,345 | $131,611 | -$3,266 | -$3,266 |
| MS - ST COVERED SECURITIES 9980 - WASH SALES | P | 2025-01-01 | 2025-12-31 | $1,825 | $1,825 | ||
| MS - LT COVERED SECURITIES 9980 | P | 2025-12-31 | $266,732 | $213,528 | $53,204 | $53,204 | |
| MS - LT COVERED SECURITIES 9980 - WASH SALES | P | 2025-12-31 | $527 | $527 | |||
| MS - LT NONCOVERED SECURITIES 9980 | P | 2025-12-31 | $12 | $12 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,290 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $538 | 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 | $538 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $292 | 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 | RUTH POTTS | IndividualWithBooksNm |
| Phone | 4109560974 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 CEDAR GROVE ROAD | AddressLine1Txt |
| City | EDGEWATER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID C SCHER | ||||||||
| 2303 HANWAY ROAD | BALTIMORE | MD | 21209 | TREASURER & TRUSTEE | 1.00 | $0 | $0 | $0 |
| RUTH L POTTS | ||||||||
| 405 CEDAR GROVE ROAD | EDGEWATER | MD | 21037 | PRESIDENT & TRUSTEE | 1.50 | $0 | $0 | $0 |
| JOHANNA POTTS | ||||||||
| 12029 DEVILWOOD DRIVE | POTOMAC | MD | 20854 | TRUSTEE | 0.75 | $0 | $0 | $0 |
| ELIZABETH BORRIS | ||||||||
| 5 DINADEN CIRCLE | PIKESVILLE | MD | 21208 | TRUSTEE | 0.75 | $0 | $0 | $0 |
| AMY KNAPP | ||||||||
| 422 PINKSTER LANE | SLINGERLANDS | NY | 12159 | SECRETARY & TRUSTEE | 0.75 | $0 | $0 | $0 |
| RACHEL BORRIS | ||||||||
| 621 COCKEYS MILL ROAD | REISTERSTOWN | MD | 21136 | VICE PRESIDENT & TRUSTEE | 0.75 | $0 | $0 | $0 |
| ARI P STRAIT | ||||||||
| 3545 ALBEMARLE ST NW | WASHINGTON | DC | 20008 | TRUSTEE | 0.75 | $0 | $0 | $0 |
| JOSHUA BORRIS | ||||||||
| 12 HARROD COURT | REISTERSTOWN | MD | 21135 | TRUSTEE | 0.75 | $0 | $0 | $0 |
| MICHAEL BORRIS | ||||||||
| 2410 SUMMERFIELD DR | FINKSBURG | MD | 21048 | TRUSTEE | 0.75 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,112,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,178,405 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,178,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,160,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $828 | TotalTaxAmt |
| Distributable Before Adj | $57,208 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,208 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,208 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,208 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,891 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,891 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,209 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,999 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUTH POTTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 CEDAR GROVE ROAD | AddressLine1Txt |
| City | EDGEWATER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103272112 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST BY LETTER INCLUDING NON PROFIT STATUS DETERMINATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBERT M POTTS FUND UNIVERSITY OF CHICAGO | ||||||||
| 130 EAST RANDOLPH STREET SUITE 1400 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN FRIENDS - MAGEN DAVID ADOM | ||||||||
| 352 SEVENTH AVE STE 400 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| PO BOX 568 | ETNA | NH | 03750 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ASSOCIATED-JEWISH COMM FEDERATION OF BALTO | ||||||||
| 101 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | PC | GENERAL SUPPORT | $500 | |
| BETH AM SYNAGOGUE | ||||||||
| 2501 EUTAW PLACE | BALTIMORE | MD | 21217 | NONE | PC | GENERAL SUPPORT | $3,600 | |
| CHANA | ||||||||
| 5721 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $750 | |
| CHIZUK AMUNO CONG | ||||||||
| 8100 STEVENSON ROAD | BALTIMORE | MD | 21208 | NONE | PC | GENERAL SUPPORT | $250 | |
| CONGREGATION BET MISHPACHAH | ||||||||
| PO BOX 1410 | WASHINGTON | DC | 20013 | NONE | PC | GENERAL SUPPORT | $500 | |
| CONGREGATION OHAV SHALOM | ||||||||
| 113 NEW KRUMKILL ROAD | ALBANY | NY | 12208 | NONE | PC | GENERAL SUPPORT | $500 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| ENOCH PRATT FREE LIBRARY | ||||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FEEDING AMERICA | ||||||||
| 35 E WACKER DRIVE SUITE 2000 | CHICAGO | IL | 606012200 | NONE | PC | GENERAL SUPPORT | $3,750 | |
| FOOD FOR LANE COUNTY | ||||||||
| 770 BAILEY HILL RD | EUGENE | OR | 97402 | NONE | PC | GENERAL SUPPORT | $750 | |
| FUEL FUND OF MARYLAND | ||||||||
| PO BOX 6226 | BALTIMORE | MD | 21298 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GIVAT HAVIVA EDUCATIONAL FOUNDATION | ||||||||
| 424 W 33RD STREET ROOM 150 | NEW YORK | NY | 100012619 | NONE | PC | GENERAL SUPPORT | $750 | |
| HIAS | ||||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| HOPEWELL CANCER SUPPORT | ||||||||
| PO BOX 755 | BROOKLANDVILLE | MD | 21022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| INSTITUTION FOR ISLAMIC CHRISTIAN JEWISH STUDIES | ||||||||
| 956 DULANEY VALLEY RD | BALTIMORE | MD | 21204 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| JEWISH CEMETERY ASSN OF GREATER BALTIMORE | ||||||||
| 7020 REISTERSTOWN ROAD | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $200 | |
| JEWISH MUSEUM OF MD | ||||||||
| 15 LLOYD STREET | BALTIMORE | MD | 21202 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| KIDS FOR PEACE | ||||||||
| PO BOX 70372 | NEWARK | NJ | 07101 | NONE | PC | GENERAL SUPPORT | $500 | |
| KRIEGER-SCHECHTER DAY SCHOOL AT CHIZUK AMUNO CONGREGATION | ||||||||
| 8100 STEVENSON ROAD | BALTIMORE | MD | 21208 | NONE | PC | GENERAL SUPPORT | $500 | |
| MARYLAND FOOD BANK | ||||||||
| PO BOX 17379 | BALTIMORE | MD | 21297 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| MAZON | ||||||||
| PO BOX 96119 SUITE 100 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| MENTORING MALE TEENS IN THE HOOD | ||||||||
| PO BOX 6756 | COLUMBIA | MD | 21045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NEW ISRAEL FUND | ||||||||
| PO BOX 70658 | PHILADELPHIA | PA | 191760358 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| PACHAMAMA ALLIANCE | ||||||||
| POBOX 29191 | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PEF ISRAEL ENDOWMENT FUND | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 100176745 | NONE | PC | GENERAL SUPPORT | $1,750 | |
| THRESHOLD CHOIR | ||||||||
| PO BOX 8496 | SANTO ROSA | CA | 95407 | NONE | PC | GENERAL SUPPORT | $300 | |
| TOWSON UNIVERSITY HILLEL CENTER FOR STUDENT DIVERSITY | ||||||||
| 8000 YORK ROAD UNIVERSITY UNION | TOWSON | MD | 21252 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| WILLAMETTE ANIMAL GUILD | ||||||||
| 3045 ROYAL AVENUE | EUGENE | OR | 97402 | NONE | PC | GENERAL SUPPORT | $750 | |
| WEEKEND BACKPACK PROGRAM (BALTO CITY) | ||||||||
| PO BOX 21486 | BALTIMORE | MD | 21252 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LISSAN - SAVE A CHILD'S HEART | ||||||||
| PO BOX 2006 | ROCKVILLE | MD | 20847 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL IMMIGRATION LAW CENTER | ||||||||
| PO BOX 743013 | LOS ANGELES | CA | 900743013 | NONE | PC | GENERAL SUPPORT | $5,250 | |
| JEWISH WOMEN INTERNATIONAL | ||||||||
| 1701 RHODE ISLAND AVENUE NW 2ND | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $4,250 | FLOOR |
| COALITION TO STOP VIOLENCE AGAINST NATIVE WOMEN | ||||||||
| 4600 MONTGOMERY BLVD NE STE B202 | ALBUQUERQUE | NM | 97109 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 217050996 | NONE | PC | GENERAL SUPPORT | $3,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,100 | 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 | $25,705 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,290 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,085 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,085 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $208,900 | EOYBookValueAmt |
| EOYFMV | $198,775 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $556,956 | EOYBookValueAmt |
| EOYFMV | $749,185 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $67,561 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $108,733 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONEY FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $69,376 | BookValueAmt |
| EOYFMV | $69,749 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE MEETING EXPENSE | $100 | $0 | $0 |
| POSTAGE AND SHIPPING | $34 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $90 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECONCILED VARIANCE | Desc |
| Amt | $64 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $15,357 | Amt |
| Net Investment Income | $15,357 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $341 | Amt |
| Net Investment Income | $341 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |