-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE MORRIS GOLDSEKER FOUNDATION
OF MARYLAND INC
Number and street (or P.O. box number if mail is not delivered to street address)
7 CHURCH LANE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE
,
MD
21208
A Employer identification number
52-0983502
B
Telephone number (see instructions)
(410) 837-5100
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
120,187,449
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
2,123,554
2,123,554
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
5,904,975
b
Gross sales price for all assets on line 6a
19,065,273
7
Capital gain net income (from Part IV, line 2)
...
5,904,975
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
416,042
272,528
12
Total.
Add lines 1 through 11
........
8,444,571
8,301,057
13
Compensation of officers, directors, trustees, etc.
537,964
36,292
501,672
14
Other employee salaries and wages
......
157,203
157,203
15
Pension plans, employee benefits
.......
95,459
95,459
16a
Legal fees (attach schedule)
.........
7,695
7,695
b
Accounting fees (attach schedule)
.......
77,527
30,000
47,527
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
158,247
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
62,888
62,888
21
Travel, conferences, and meetings
.......
6,559
6,559
22
Printing and publications
..........
24,116
24,116
23
Other expenses (attach schedule)
.......
401,823
322,431
79,392
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,529,481
388,723
982,511
25
Contributions, gifts, grants paid
.......
4,003,412
4,003,412
26
Total expenses and disbursements.
Add lines 24 and 25
5,532,893
388,723
4,985,923
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
2,911,678
b
Net investment income
(if negative, enter -0-)
7,912,334
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
161,254
96,033
96,033
2
Savings and temporary cash investments
.........
2,715,978
8,093,890
8,093,890
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
45,303,848
40,316,675
61,547,528
c
Investments—corporate bonds (attach schedule)
.......
11,395,744
11,775,862
12,191,879
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
24,971,295
27,132,080
38,218,160
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
39,959
39,959
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
84,548,119
87,454,499
120,187,449
17
Accounts payable and accrued expenses
..........
1,795
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
1,795
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
84,546,324
87,454,499
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
84,546,324
87,454,499
30
Total liabilities and net assets/fund balances
(see instructions)
.
84,548,119
87,454,499
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
84,546,324
2
Enter amount from Part I, line 27a
.....................
2
2,911,678
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
87,458,002
5
Decreases not included in line 2 (itemize)
5
3,503
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
87,454,499
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
P
b
FROM PASS THROUGH ENTITIES
P
c
FROM PASS THROUGH ENTITIES
P
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
17,388,312
13,160,298
4,228,014
b
1,454,888
1,454,888
c
222,073
222,073
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
4,228,014
b
1,454,888
c
222,073
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
5,904,975
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
222,073
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
4,879,911
108,051,574
0.045163
2017
4,935,068
100,602,109
0.049055
2016
4,785,097
94,487,214
0.050643
2015
4,919,952
100,178,429
0.049112
2014
4,728,504
101,514,574
0.046580
2
Total
of line 1, column (d)
.....................
2
0.240553
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.048111
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
108,094,239
5
Multiply line 4 by line 3
......................
5
5,200,522
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
79,123
7
Add lines 5 and 6
........................
7
5,279,645
8
Enter qualifying distributions from Part XII, line 4
,.............
8
5,174,802
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
158,247
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
158,247
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
158,247
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
198,206
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
125,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
323,206
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
263
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
164,696
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
164,696
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.GOLDSEKERFOUNDATION.ORG
14
The books are in care of
SHEILA PURKEY
Telephone no.
(410) 653-4100
Located at
7 CHURCH LANE
BALTIMORE
MD
ZIP+4
21208
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
SHEILA PURKEY
TREASURER
8.00
8,520
0
0
7 CHURCH LANE
7 CHURCH LANE
BALTIMORE
,
MD
21208
SHELDON GOLDSEKER
CHAIRMAN
10.00
108,876
0
0
7 CHURCH LANE
7 CHURCH LANE
BALTIMORE
,
MD
21208
SUSAN KATZENBERG
DIRECTOR
2.00
8,000
0
0
5700 COLEY CT
5700 COLEY ST
BALTIMORE
,
MD
21210
SHARNA GOLDSEKER
DIRECTOR
2.00
8,000
0
0
324 E 41ST ST APT 1002C
324 E 41ST ST APT 1002C
NEW YORK
,
NY
10017
DEBORAH GOLDSEKER
DIRECTOR
2.00
8,000
0
0
4314 ROSEDALE AVE
4314 ROSEDLE AVE
BETHESDA
,
MD
20814
ANA GOLDSEKER
DIRECTOR
2.00
8,000
0
0
7 CHURCH LANE
7 CHURCH LANE
BALTIMORE
,
MD
21208
MATTHEW GALLAGHER
PRESIDENT
40.00
355,568
0
0
7 CHURCH LANE
7 CHURCH LANE
BALTIMORE
,
MD
21208
SHELLY GOLDSEKER
DIRECTOR
2.00
8,000
0
0
3110 W GOLF COURSE RD
OWINGS MILLS
,
MD
21117
KATHERINE ESSEX
PROGRAM DIRE
40.00
25,000
0
0
7 CHURCH LANE
BALTIMORE
,
MD
21208
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
LAURIE KINKEL
PROGRAM DR.
40.00
79,636
7 CHURCH LANE
7 CHURCH LANE
BALTIMORE
,
MD
21208
TERESA DEBORD
OFFICE MGR
40.00
77,567
7 CHURCH LANE
7 CHURCH LANE
BALTIMORE
,
MD
21208
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
ASSET STRATEGY CONSULTANTS
ASSET MGMT
65,000
6 NORTH PARK DR SUITE 208
HUNT VALLEY
,
MD
21030
STAINES WILEY & SCHUTZ LLC
ACCOUNTING
51,530
2408 PEPPERMILL DR SUITE 2H
GLEN BURNIE
,
MD
21061
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
JACOBS WELL
100,000
2
PROPEL BALTIMORE FUND LLC
88,879
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
188,879
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
109,592,618
b
Average of monthly cash balances
.......................
1b
128,643
c
Fair market value of all other assets (see instructions)
................
1c
19,083
d
Total
(add lines 1a, b, and c)
.........................
1d
109,740,344
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
109,740,344
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,646,105
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
108,094,239
6
Minimum investment return.
Enter 5% of line 5
..................
6
5,404,712
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
5,404,712
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
158,247
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
158,247
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,246,465
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
5,246,465
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
5,246,465
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
4,985,923
b
Program-related investments—total from Part IX-B
..................
1b
188,879
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
5,174,802
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
5,174,802
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
5,246,465
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
4,538,119
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
5,174,802
a
Applied to 2018, but not more than line 2a
4,538,119
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
636,683
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
4,609,782
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PROGRAM DIRECTOR
MORRIS GOLDSEKER FDN OF MD
1040 PARK AVE SUITE 310
BALTIMORE
,
MD
21201
(410) 837-5100
KATE@GOLDSEKERFOUNDATION.ORG
b
The form in which applications should be submitted and information and materials they should include:
THE APPLICANT MUST BE A NONPROFIT AND CHARITABLE, EDUCATIONAL, OR SCIENTIFIC ORGANIZATION. TO ENSURE ELIGIBILITY, APPLICANTS MUST SUBMIT EVIDENCE OF A TAX EXEMPTION RULING UNDER 501(C)(3) AND 509(A) OF THE INTERNAL REVENUE CODE. FOR MORE INFORMATION, VISIT OUT WEBSITE WWW.GOLDSEKERFOUNDATION.ORG.
c
Any submission deadlines:
NO
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION WAS CREATED BY THE WILL OF MORRIS GOLDSEKER EXPRESSLY TO SUPPORT PROGRAMS DIRECTLY BENEFITING THE PEOPLE OF THE BALTIMORE METROPOLITAN AREA. THE ORGANIZATION MUST CARRY ON ITS WORK AND ACTIVITIES PRINCIPALLY IN THE BALTIMORE METROPOLITAN AREA. CURRENT PROGRAM INTERESTS INCLUDE: COMMUNITY DEVELOPMENT, EDUCATION, NONPROFIT CAPACITY BUILDING, AND MISSION/PROGRAM RELATED INVESTMENTS.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AFYA
5504 YORK ROAD
AFYA-5504 YORK ROAD
BALTIMORE
,
MD
21212
NONE
PC
SUPPORTING GRANT
20,000
ASSOCIATED CATHOLIC CHARITIES
320 CATHEDRAL STREET
ASSOCIATED CATHOLIC CHARI
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
2,000
ASSOCIATION OF BALTIMORE AREA GRANT
1800 N CHARLES ST SUIT
ASSOCIATION OF BALTIMORE
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
7,130
BALTIMORE COMMUNITY FOUNDATION
11 E MOUNT ROYAL AVENUE
BALTIMORE COMMUNITY FOUND
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
152,500
BALTIMORE COMMUNITY FOUNDATION
11 E MOUNT ROYAL AVENUE
BALTIMORE COMMUNITY FOUND
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
40,000
BALTIMORE COMMUNITY FOUNDATION
11 E MOUNT ROYAL AVENUE
BALTIMORE COMMUNITY FOUND
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
1,000
BALTIMORE COMMUNITY LENDING
875 HOLLINS ST 301
BALTIMORE COMMUNITY LENDI
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
20,000
BALTIMORE CORPS
2200 GWYNNS FALLS PARKWAY
BALTIMORE CORPS-2200 GWYN
BALTIMORE
,
MD
21215
NONE
PC
SUPPORTING GRANT
125,000
BALTIMORE JEWISH COUNCIL
5750 PARK HEIGHTS AVE
BALTIMORE JEWISH COUNCIL-
BALTIMORE
,
MD
21215
NONE
PC
SUPPORTING GRANT
1,250
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRIVE
BALTIMORE MUSEUM OF ART-1
BALTIMOE
,
MD
21218
NONE
PC
SUPPORTING GRANT
7,000
BALTIMORE PUBLIC MARKETS CORPORATIO
400 WEST LEXINGTON STREET
BALTIMORE PUBLIC MARKETS
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
28,000
BALTIMOREAN'S UNITED IN LEADERSHIP
2439 MARYLAND AVE
BALTIMOREANS UNITED IN L
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
50,000
BALTIMORE'S PROMISE COLLABORATIVE
1 VILLAGE SQ STE 177
BALTIMORES PROMISE COLLA
BALTIMORE
,
MD
21210
NONE
PC
SUPPORTING GRANT
75,000
BANNER NEIGHBORHOODS COMMUNITY CORP
2911 PULASKI HIGHWAY
BANNER NEIGHBORHOODS COMM
BALTIMORE
,
MD
21224
NONE
PC
SUPPORTING GRANT
35,000
BANNER NEIGHBORHOODS COMMUNITY CORP
2911 PULASKI HIGHWAY
BANNER NEIGHBORHOODS COMM
BALTIMORE
,
MD
21224
NONE
PC
SUPPORTING GRANT
20,000
BARD HIGH SCHOOL EARLY COLLEGE
PO BOX 5000
BARD HIGH SCHOOL EARLY CO
ANNANDALE ON HUDSON
,
NY
12504
NONE
PC
SUPPORTING GRANT
35,000
BATLIMORE HEBREW CONGREGATION
7401 PARK HEIGHTS AVE
BATLIMORE HEBREW CONGREGA
BALTIMORE
,
MD
21208
NONE
PC
SUPPORTING GRANT
500
BELAIR-EDISON NEIGHBORHOODS INC
3545 BELAIR ROAD
BELAIR-EDISON NEIGHBORHOO
BALTIMORE
,
MD
21213
NONE
PC
SUPPORTING GRANT
80,000
BIKEMORE INC
2209 MARYLAND AVE
BIKEMORE INC-2209 MARYL
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
50,000
BLUE WATER BALTIMORE
2631 SISSON ST
BLUE WATER BALTIMORE-2631
BALTIMORE
,
MD
21211
NONE
PC
SUPPORTING GRANT
16,500
CALVIN RODWELL ELEMENTARY SCHOOL
3501 HILLSDALE ROAD
CALVIN RODWELL ELEMENTARY
BALTIMORE
,
MD
21207
NONE
PC
SUPPORTING GRANT
40,000
CECIL ELEMENTARY SCHOOL
2000 CECIL AVENUE
CECIL ELEMENTARY SCHOOL-2
BALTIMORE
,
MD
21224
NONE
PC
SUPPORTING GRANT
42,120
CENTER STAGE
700 N CALVERT STREET
CENTER STAGE-700 N CALVE
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
1,000
CENTRAL BALTIMORE PARTNERSHIP
22 EAST 20TH STREET
CENTRAL BALTIMORE PARTNER
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
135,000
CENTRAL MARYLAND TRANSPORTATION AL
11 E MOUNT ROYAL AVENUE
CENTRAL MARYLAND TRANSPOR
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
40,000
CHANA
1325 BEDFORD ROAD PO BOX
CHANA-1325 BEDFORD ROAD
BALTIMORE
,
MD
21282
NONE
PC
SUPPORTING GRANT
2,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVE
CHESAPEAKE BAY FOUNDATION
ANNAPOLIS
,
MD
21403
NONE
PC
SUPPORTING GRANT
3,000
CHILD LIFE DEPT JHH
1800 ORLEANS STREET
CHILD LIFE DEPT JHH-1800
BALTIMORE
,
MD
21287
NONE
PC
SUPPORTING GRANT
1,000
CIVIL JUSTICE INC
520 W FAYETTE ST 410
CIVIL JUSTICE INC-520 W
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
25,000
COMMUNITY LAW CENTER
3355 KESWICK ROAD STE 2
COMMUNITY LAW CENTER-3355
BALTIMORE
,
MD
21211
NONE
PC
SUPPORTING GRANT
30,000
COMPREHENSIVE HOUSING ASSISTANCE CO
5809 PARK HEIGHTS AVE
COMPREHENSIVE HOUSING ASS
BALTIMORE
,
MD
21215
NONE
PC
SUPPORTING GRANT
85,000
CREATIVE ALLIANCE
3134 EASTERN AVE
CREATIVE ALLIANCE-3134 EA
BALTIMORE
,
MD
21224
NONE
PC
SUPPORTING GRANT
20,000
DANCE HAPPENS INC
2557 MCCULLOH ST
DANCE HAPPENS INC-2557
BALTIMORE
,
MD
21217
NONE
PC
SUPPORTING GRANT
1,750
FAMILY LEAGUE OF BALTIMORE
2305 N CHARLES ST
FAMILY LEAGUE OF BALTIMOR
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
15,000
FRIENDS OF PATTERSON PARK
27 S PATTERSON PARK AVE
FRIENDS OF PATTERSON PARK
BALTIMORE
,
MD
21231
NONE
PC
SUPPORTING GRANT
30,000
FRIENDS SCHOOL
5114 N CHARLES ST
FRIENDS SCHOOL-5114 N CHA
BALTIMORE
,
MD
21210
NONE
PC
SUPPORTING GRANT
3,000
FUND FOR EDUCATIONAL EXCELLENCE
800 NORTH CHARLES STREET
FUND FOR EDUCATIONAL EXCE
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
20,000
FUND FOR EDUCATIONAL EXCELLENCE
800 NORTH CHARLES STREET
FUND FOR EDUCATIONAL EXCE
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
25,000
FUND FOR EDUCATIONAL EXCELLENCE
800 NORTH CHARLES STREET
FUND FOR EDUCATIONAL EXCE
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
8,100
FUSION PARTNRSHIPS INC
1601 GUILFORD AVE 2 SOUTH
FUSION PARTNRSHIPS INC-
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
3,000
FUSION PARTNRSHIPS INC
1601 GUILFORD AVE 2 SOUTH
FUSION PARTNRSHIPS INC-
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
515
GARRETT HEIGHTS ELEMENTARY MIDDLE S
2800 AILSA AVE
GARRETT HEIGHTS ELEMENTAR
BALTIMORE
,
MD
21214
NONE
PC
SUPPORTING GRANT
33,400
GATHER BALTIMORE
5500 HARFORD RD
GATHER BALTIMORE-5500 HAR
BALTIMORE
,
MD
21214
NONE
PC
SUPPORTING GRANT
1,750
GOVANS ECUMENICAL DEVELOPMENT CORP
1010 E 33RD STREET
GOVANS ECUMENICAL DEVELOP
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
15,000
GOVANS ELEMENTARY
5801 YORK ROAD
GOVANS ELEMENTARY-5801 YO
BALTIMORE
,
MD
21212
NONE
PC
SUPPORTING GRANT
45,000
GREATER BAYBROOK ALLIANCE
3430 2ND ST STE 300
GREATER BAYBROOK ALLIANCE
BALTIMORE
,
MD
21225
NONE
PC
SUPPORTING GRANT
30,000
GREENMOUNT SCHOOL
501 W 30TH ST
GREENMOUNT SCHOOL-501 W 3
BALTIMORE
,
MD
21211
NONE
PC
SUPPORTING GRANT
19,265
GREENMOUNT WEST COMMUNITY CENTER
1634 GUILFORD AVENUE
GREENMOUNT WEST COMMUNITY
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
15,000
HEALTHY NEIGHBORHOODS INC
11 E MOUNT ROYAL AVENUE
HEALTHY NEIGHBORHOODS IN
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
75,000
HOUSE OF RUTH
2201 ARGONNE DRIVE
HOUSE OF RUTH-2201 ARGONN
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
1,800
HOUSE OF RUTH
2201 ARGONNE DRIVE
HOUSE OF RUTH-2201 ARGONN
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
2,000
HOUSING UPGRADES TO BENEFIT SENIORS
2701 ST LO DRIVE
HOUSING UPGRADES TO BENEF
BALTIMORE
,
MD
21213
NONE
PC
SUPPORTING GRANT
18,000
IMPACT HUB BALTIMORE
10 E NORTH AVE
IMPACT HUB BALTIMORE-10 E
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
110,000
INNOVATION WORKS
1400 GREENMOUNT AVE STE
INNOVATION WORKS-1400 GRE
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
50,000
INTERSECTION OF CHANGE
PO BOX 12764 1947 PENN
INTERSECTION OF CHANGE-P
BALTIMORE
,
MD
21217
NONE
PC
SUPPORTING GRANT
3,000
JEWISH COMMUNITY SERVICES
5750 PARK HEIGHTS AVE
JEWISH COMMUNITY SERVICES
BALTIMORE
,
MD
21215
NONE
PC
SUPPORTING GRANT
1,250
JUBILEE BALTIMOREINC
25 EAST 20TH STREET
JUBILEE BALTIMOREINC-25
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
100,000
KENNETH L GREIF SCHOLARSHIP FUND
2425 OLD COURT RD
KENNETH L GREIF SCHOLARS
BALTIMORE
,
MD
21208
NONE
PC
SUPPORTING GRANT
1,000
LATINO ECONOMIC DEVELOPMENT CENTER
641 S STREET NW
LATINO ECONOMIC DEVELOPME
WASHINGTON
,
DC
20001
NONE
PC
SUPPORTING GRANT
25,000
LATINO ECONOMIC DEVELOPMENT CENTER
641 S STREET NW
LATINO ECONOMIC DEVELOPME
WASHINGTON
,
DC
20001
NONE
PC
SUPPORTING GRANT
1,250
LEMONDO
406 N HOWARD ST
LEMONDO-406 N HOWARD ST
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
15,000
LEVELING THE PLAYING FIELD
1794 UNION AVENUE
LEVELING THE PLAYING FIEL
BALTIMORE
,
MD
21211
NONE
PC
SUPPORTING GRANT
20,000
LIBERTY ELEMENTARY SCHOOL
3901 MAINE AVE
LIBERTY ELEMENTARY SCHOOL
BALTIMORE
,
MD
21207
NONE
PC
SUPPORTING GRANT
4,000
LIFEBRIDGE HEALTHSINAI HOSPITAL
2401 WEST BELVEDERE AVENU
LIFEBRIDGE HEALTH/SINAI H
BALTIMORE
,
MD
21215
NONE
PC
SUPPORTING GRANT
5,000
LILLIE MAY CARROLL JACKSON CHARTER
900 WOODBOURNE AVE
LILLIE MAY CARROLL JACKSO
BALTIMORE
,
MD
21212
NONE
PC
SUPPORTING GRANT
14,650
LIVE BALTIMORE
343 N CHARLES ST 1ST FLO
LIVE BALTIMORE-343 N CHAR
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
100,000
LIVE BALTIMORE
343 N CHARLES ST 1ST FLO
LIVE BALTIMORE-343 N CHAR
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
1,000
LOYOLA EARLY LEARNING CENTER
801 ST PAUL STREET
LOYOLA EARLY LEARNING CEN
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
40,000
MADE IN BALTIMORE
36 S CHARLES ST STE 21
MADE IN BALTIMORE-36 S CH
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
65,000
MARIPOSA CHILD SUCCESS PROGRAMS
400 EAST PRATT STREET 8TH
MARIPOSA CHILD SUCCESS PR
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
20,000
MARYLAND ALLIANCE FOR PUBLIC CHARTE
1500 UNION AVE SUITE 133
MARYLAND ALLIANCE FOR PUB
BALTIMORE
,
MD
21211
NONE
PC
SUPPORTING GRANT
30,000
MARYLAND CITIZENS FOR THE ARTS
120 W NORTH AVE STE 302
MARYLAND CITIZENS FOR THE
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
500
MARYLAND FOOD BANK
2200 HALETHORPE FARMS ROA
MARYLAND FOOD BANK-2200 H
BALTIMORE
,
MD
21227
NONE
PC
SUPPORTING GRANT
750
MARYLAND REACH OUT RESCUE
PO BOX 542
MARYLAND REACH OUT RESCUE
WESTMINSTER
,
MD
21158
NONE
PC
SUPPORTING GRANT
500
MARYLAND ZOO IN BALTIMORE
1876 MANSION HOUSE DRIVE
MARYLAND ZOO IN BALTIMORE
BALTIMORE
,
MD
21217
NONE
PC
SUPPORTING GRANT
500
MODELL PERFORMING ARTS AT THE LYRIC
140 W MT ROYAL AVE
MODELL PERFORMING ARTS AT
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
1,000
MONTGOMERY COLLEGE FOUNDATION
40 WEST GUDE DRIVE STE
MONTGOMERY COLLEGE FOUNDA
ROCKVILLE
,
MD
20850
NONE
PC
SUPPORTING GRANT
5,000
MORGAN STATE UNIVERSITY FOUNDATION
1700 E COLD SPRING LANE
MORGAN STATE UNIVERSITY F
BALTIMORE
,
MD
21251
NONE
PC
SUPPORTING GRANT
200,000
MY SISTER'S CIRCLE
PO BOX 84
MY SISTERS CIRCLE-PO BOX
TIMONIUM
,
MD
21094
NONE
PC
SUPPORTING GRANT
12,500
NO BOUNDARIES COALITION
1526 N FREMONT AVE
NO BOUNDARIES COALITION-1
BALTIMORE
,
MD
21217
NONE
PC
SUPPORTING GRANT
60,000
NORTHWEST HOSPITAL
2401 WEST BELVEDERE AVENU
NORTHWEST HOSPITAL-2401 W
BALTIMORE
,
MD
21215
NONE
PC
SUPPORTING GRANT
2,000
OPEN WORKS
1400 GREENMOUNT AVE
OPEN WORKS-1400 GREENMOUN
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
10,000
PARKS & PEOPLE FOUNDATION
2100 LIBERTY HEIGHTS AVE
PARKS PEOPLE FOUNDATION
BALTIMORE
,
MD
21217
NONE
PC
SUPPORTING GRANT
5,000
PARKS & PEOPLE FOUNDATION
2100 LIBERTY HEIGHTS AVE
PARKS PEOPLE FOUNDATION
BALTIMORE
,
MD
21217
NONE
PC
SUPPORTING GRANT
500
PATTERSON PARK AUDUBON CENTER
2901 EAST BALTIMORE STREE
PATTERSON PARK AUDUBON CE
BALTIMORE
,
MD
21224
NONE
PC
SUPPORTING GRANT
20,000
PATTERSON PARK PUBLIC CHARTER SCHOO
27 N LAKEWOOD AVE
PATTERSON PARK PUBLIC CHA
BALTIMORE
,
MD
21224
NONE
PC
SUPPORTING GRANT
50,000
PATTERSON PARK PUBLIC CHARTER SCHOO
27 N LAKEWOOD AVE
PATTERSON PARK PUBLIC CHA
BALTIMORE
,
MD
21224
NONE
PC
SUPPORTING GRANT
51,800
PATTERSON PARK PUBLIC CHARTER SCHOO
27 N LAKEWOOD AVE
PATTERSON PARK PUBLIC CHA
BALTIMORE
,
MD
21224
NONE
PC
SUPPORTING GRANT
500
PRO BONO COUNSELING PROJECT INC
110 WEST RD STE 202
PRO BONO COUNSELING PROJE
TOWSON
,
MD
21204
NONE
PC
SUPPORTING GRANT
15,000
PROJECT SAFE HAVEN SUMMER CAMP
5738 BELAIR RD
PROJECT SAFE HAVEN SUMMER
BALTIMORE
,
MD
21206
NONE
PC
SUPPORTING GRANT
20,000
PUMPKIN THEATER
6013 EUNICE AVE
PUMPKIN THEATER-6013 EUNI
BALTIMORE
,
MD
21214
NONE
PC
SUPPORTING GRANT
1,000
PUMPKIN THEATER
6013 EUNICE AVE
PUMPKIN THEATER-6013 EUNI
BALTIMORE
,
MD
21214
NONE
PC
SUPPORTING GRANT
3,000
PUMPKIN THEATER
6013 EUNICE AVE
PUMPKIN THEATER-6013 EUNI
BALTIMORE
,
MD
21214
NONE
PC
SUPPORTING GRANT
1,000
RAILS-TO-TRAILS CONSERVANCY
2121 WARD COURT NW 5TH FL
RAILS-TO-TRAILS CONSERVAN
WASHINGTON
,
DC
20037
NONE
PC
SUPPORTING GRANT
50,000
REBUILD METRO
1129 N CAROLINE ST
REBUILD METRO-1129 N CARO
BALTIMORE
,
MD
21213
NONE
PC
SUPPORTING GRANT
60,000
ROBERTA'S HOUSE
2501 SAINT PAUL ST
ROBERTAS HOUSE-2501 SAIN
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
500
RONALD MCDONALD HOUSE OF BALTIMORE
625 W LEXINGTON STREET
RONALD MCDONALD HOUSE OF
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
700
SCHOOL CENTERED NEIGHBORHOOD (MARYL
1600 W 41ST STREET SUITE
SCHOOL CENTERED NEIGHBORH
BALTIMORE
,
MD
21211
NONE
PC
SUPPORTING GRANT
25,000
SHAREBABY
1792 UNION AVE
SHAREBABY-1792 UNION AVE
BALTIMORE
,
MD
21211
NONE
PC
SUPPORTING GRANT
50,000
SOUTHEAST COMMUNITY DEVELOPMENT COR
3323 EASTERN AVE 200
SOUTHEAST COMMUNITY DEVEL
BALTIMORE
,
MD
21224
NONE
PC
SUPPORTING GRANT
100,000
SOUTHEAST COMMUNITY DEVELOPMENT COR
3323 EASTERN AVE 200
SOUTHEAST COMMUNITY DEVEL
BALTIMORE
,
MD
21224
NONE
PC
SUPPORTING GRANT
20,000
SOUTHWEST PARTNERSHIP
1317 W BALTIMORE STREET
SOUTHWEST PARTNERSHIP-131
BALTIMORE
,
MD
21223
NONE
PC
SUPPORTING GRANT
135,000
ST FRANCIS NEIGHBORHOOD CENTER
2405 LINDEN AVE
ST FRANCIS NEIGHBORHOOD
BALTIMORE
,
MD
21217
NONE
PC
SUPPORTING GRANT
25,000
STRONG CITY BALTIMORE
2101 E BIDDLE STREET SUI
STRONG CITY BALTIMORE-210
BALTIMORE
,
MD
21213
NONE
PC
SUPPORTING GRANT
200,000
TAHIRIH JUSTICE CENTER
6402 ARLINGTON BLVD
TAHIRIH JUSTICE CENTER-64
FALLS CHURCH
,
VA
22042
NONE
PC
SUPPORTING GRANT
30,000
THE ASSOCIATED JEWISH COMMUNITY FED
101 W MOUNT ROYAL AVENUE
THE ASSOCIATED JEWISH COM
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
200,000
THE ASSOCIATED JEWISH COMMUNITY FED
101 W MOUNT ROYAL AVENUE
THE ASSOCIATED JEWISH COM
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
1,485
THE ASSOCIATED JEWISH COMMUNITY FED
101 W MOUNT ROYAL AVENUE
THE ASSOCIATED JEWISH COM
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
500
THE ASSOCIATED JEWISH COMMUNITY FED
101 W MOUNT ROYAL AVENUE
THE ASSOCIATED JEWISH COM
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
1,000
THE JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREET
THE JOHNS HOPKINS UNIVERS
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
200,000
THE PARK SCHOOL
2425 OLD COURT ROAD
THE PARK SCHOOL-2425 OLD
BALTIMORE
,
MD
21208
NONE
PC
SUPPORTING GRANT
2,500
THE SIXTH BRANCH
1400 GREENMOUNT AVE F03
THE SIXTH BRANCH-1400 GRE
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
50,000
THREAD
2401 LIBERTY HEIGHTS AVE
THREAD-2401 LIBERTY HEIGH
BALTIMORE
,
MD
21215
NONE
PC
SUPPORTING GRANT
100,000
UNITED WORKERS
2640 SAINT PAUL ST
UNITED WORKERS-2640 SAINT
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
500
UNIVERSITY OF BALTIMORE EDUCATIONAL
1130 N CHARLES STREET
UNIVERSITY OF BALTIMORE E
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
3,500
UNIVERSITY OF MARYLAND BALTIMORE FO
620 W LEXINGTON STREET
UNIVERSITY OF MARYLAND BA
BALTIMORE
,
MD
21201
NONE
PC
SUPPORTING GRANT
25,000
VENTURE FOR AMERICA
40 W 29TH STREET
VENTURE FOR AMERICA-40 W
NEW YORK
,
NY
10001
NONE
PC
SUPPORTING GRANT
75,000
VENTURE FOR AMERICA
40 W 29TH STREET
VENTURE FOR AMERICA-40 W
NEW YORK
,
NY
10001
NONE
PC
SUPPORTING GRANT
25,000
WEEKEND BACKPACKS FOR HOMELESS KIDS
PO BOX 21486
WEEKEND BACKPACKS FOR HOM
BALTIMORE
,
MD
21282
NONE
PC
SUPPORTING GRANT
1,000
WYPR - YOUR PUBLIC RADIO
2216 N CHARLES STREET
WYPR - YOUR PUBLIC RADIO-
BALTIMORE
,
MD
21218
NONE
PC
SUPPORTING GRANT
1,000
HEALTHY NEIGHBORHOODS INC
11 E MOUNT ROYAL AVENUE
HEALTHY NEIGHBORHOODS IN
BALTIMORE
,
MD
21202
NONE
PC
SUPPORTING GRANT
1,447
Total
.................................
3a
4,003,412
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
2,123,554
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
900003
143,514
14
272,528
8
Gain or (loss) from sales of assets other than
inventory
............
14
5,904,975
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
143,514
8,301,057
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
8,444,571
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description