Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ALLEGIS GROUP FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)7301 PARKWAY DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HANOVER, MD21076
A Employer identification number

31-1608900
B Telephone number (see instructions)

(410) 579-3000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$20,853,824J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 367,912 367,912  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -18,353
b Gross sales price for all assets on line 6a 4,300,000
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment 428 428  
12 Total. Add lines 1 through 11........ 4,349,987 368,340  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,500 3,250   3,250
c Other professional fees (attach schedule).... Click to see attachment 882 882   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 31,491 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,873 4,132   3,250
25 Contributions, gifts, grants paid....... 6,286,552 6,286,552
26 Total expenses and disbursements. Add lines 24 and 25 6,325,425 4,132   6,289,802
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,975,438
b Net investment income (if negative, enter -0-) 364,208
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 823,770 139,283 139,283
2 Savings and temporary cash investments......... 5 52,156 52,156
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 20,053,455 Click to see attachment20,662,377 20,662,377
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5 Click to see attachment8 Click to see attachment8
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,877,235 20,853,824 20,853,824
Liabilities 17 Accounts payable and accrued expenses..........    
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 bullet) Click to see attachment517,176 Click to see attachment198,558
23 Total liabilities (add lines 17 through 22)......... 517,176 198,558
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 20,360,059 20,655,266
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 20,360,059 20,655,266
30 Total liabilities and net assets/fund balances (see instructions). 20,877,235 20,853,824
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
20,360,059
2
Enter amount from Part I, line 27a .....................
2
-1,975,438
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,271,645
4
Add lines 1, 2, and 3 ..........................
4
20,656,266
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,655,266
Form 990-PF (2020)
Form 990-PF (2020)
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 CAPITAL GAINS     2020-12-31
b
c
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 4,300,000   4,318,353 -18,353
b
c
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       -18,353
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -18,353
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,062
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 5,062
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,062
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 85
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,853
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet9,853 RefundedBullet 11 0
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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bulletMD
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletNICHOLE BIRCH Telephone no.bullet (410) 540-7720

    Located atbullet7301 PARKWAY DRIVEHANOVERMD ZIP+4bullet21076
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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 2020?.............
    1c
     
    No
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
    No
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    PAUL J BOWIE PRESIDENT/DIRECTOR
    0.00     		0 0 0
    7301 PARKWAY DRIVE
    HANOVER,MD21076
    CELESTE P SLIFER VICE PRESIDENT
    0.00     		0 0 0
    7301 PARKWAY DRIVE
    HANOVER,MD21076
    RICHARD D MOORE SECRETARY
    0.00     		0 0 0
    7301 PARKWAY DRIVE
    HANOVER,MD21076
    BRITTANY BRAMHALL TREASURER
    0.00     		0 0 0
    7301 PARKWAY DRIVE
    HANOVER,MD21076
    ANDREW H HILGER DIRECTOR
    0.00     		0 0 0
    7301 PARKWAY DRIVE
    HANOVER,MD21076
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 N/A 0
    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 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    17,599,258
    b
    Average of monthly cash balances.......................
    1b
    484,142
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,083,400
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    18,083,400
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    271,251
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,812,149
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    890,607
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    890,607
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,062
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,062
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    885,545
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    70,637
    5
    Add lines 3 and 4............................
    5
    956,182
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    956,182
    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
    6,289,802
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    6,289,802
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,289,802
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 956,182
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 671,369
    b From 2016...... 555,788
    c From 2017...... 1,503,924
    d From 2018...... 2,250,791
    e From 2019...... 4,355,223
    fTotal of lines 3a through e........ 9,337,095
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 6,289,802
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 956,182
    e Remaining amount distributed out of corpus 5,333,620
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 14,670,715
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		671,369
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		13,999,346
    10 Analysis of line 9:
    a Excess from 2016.... 555,788
    b Excess from 2017.... 1,503,924
    c Excess from 2018.... 2,250,791
    d Excess from 2019.... 4,355,223
    e Excess from 2020.... 5,333,620
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NICHOLE BIRCH
    7301 PARKWAY DRIVE
    HANOVER,MD21076
    (410) 540-7720
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION FOCUSES ON SUPPORTING ORGANIZATIONS ADVANCING EDUCATION, STRENGTHENING THE WORKFORCE, AND ENGAGING EMPLOYEES THROUGH VOLUNTEERISM. THE FOUNDATION HAS NO RESTRICTIONS OR LIMITATIONS ON AWARDS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    21ST CENTURY LEADERS INC
    126 NEW STREET SUITE A
    DECATUR,GA30030     		NONE PC GENERAL USE 20,000
    445 FOUNDATION
    2025 HILL ST
    LEBANON,PA17046     		NONE PC GENERAL USE 1,000
    A TWIST OF FATE ATS CORP
    10805 E 99TH PL N
    OWASSO,OK74055     		NONE PC GENERAL USE 1,000
    ALEXS LEMONADE STAND FOUNDATION
    111 PRESIDENTIAL BLVD NO 203
    BALA CYNWYD,PA19004     		NONE PC GENERAL USE 1,000
    ALS ASSOCIATION OF GEORGIA
    3795 MANOR HOUSE DR
    MARIETTA,GA30062     		NONE PC GENERAL USE 3,000
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE 17TH FL
    CHICAGO,IL60601     		NONE PC GENERAL USE 4,000
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS STREET NW SUITE 400
    ATLANTA,GA30303     		NONE PC GENERAL USE 9,000
    AMERICAN DIABETES ASSOCIATION
    2451 CRYSTAL DRIVE SUITE 900
    ARLINGTON,VA22202     		NONE PC GENERAL USE 325
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		NONE PC GENERAL USE 6,312
    AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS & BRANCHES
    2025 E STREET NW
    WASHINGTON,DC20006     		NONE PC GENERAL USE 54,200
    ARIZONA HUMANE SOCIETY
    1521 W DOBBINS RD
    PHOENIX,AZ85041     		NONE PC GENERAL USE 500
    ASK CHILDHOOD CANCER FOUNDATION
    5211 WEST BROAD STREET SUITE 250
    RICHMOND,VA23230     		NONE PC GENERAL USE 1,000
    ASSOCIATION OF COMMUNITY EMPLOYMENT
    30-30 NORTHERN BLVD STE B100
    LONG ISLAND CITY,NY11101     		NONE PC GENERAL USE 5,000
    AUTISM SPEAKS INC
    7 TIMES SQUARE
    NEW YORK,NY10036     		NONE PC GENERAL USE 3,000
    BACK ON MY FEET
    100 SOUTH BROAD STREET SUITE 2136
    PHILADELPHIA,PA19110     		NONE PC GENERAL USE 61,250
    BAILEY EDUCATIONAL FOUNDATION
    10502 N 110TH E AVE RM 321
    OWASSO,OK74055     		NONE PC GENERAL USE 3,000
    BALTIMORE JEWELRY CENTER INC
    10 E NORTH AVENUE SUITE 130
    BALTIMORE,MD21202     		NONE PC GENERAL USE 3,000
    BALTIMORE URBAN DEBATE LEAGUE
    2521 ST PAUL STREET
    BALTIMORE,MD21218     		NONE PC GENERAL USE 5,000
    BARBARA ANN KARMANOS CANCER INSTITUTE
    4100 JOHN R
    DETROIT,MI48201     		NONE PC GENERAL USE 5,000
    BEAT THE STREETS CHICAGO
    2189 WEST BOWLER ST
    CHICAGO,IL60612     		NONE PC GENERAL USE 2,500
    BEST CHRISTMAS EVER
    PO BOX 439
    CLOQUET,MN55720     		NONE PC GENERAL USE 6,000
    BIG BROTHERS & BIG SISTERS OF THE BAY AREA
    65 BATTERY STREET 2ND FLOOR
    SAN FRANCISCO,CA94111     		NONE PC GENERAL USE 1,000
    BIVONA CHILD ADVOCACY CENTER
    ONE MOUNT HOPE AVENUE
    ROCHESTER,NY14620     		NONE PC GENERAL USE 900
    BLAIR EARLY CHILDHOOD CENTER
    6751 W 63 ST
    CHICAGO,IL60038     		NONE PC GENERAL USE 3,000
    BLUEPRINTS
    150 WEST BEAU STREET SUITE 304
    WASHINGTON,PA15301     		NONE PC GENERAL USE 5,000
    BLUERIBBON COALITION INC
    4555 BURLEY DRIVE
    POCATELLO,ID83202     		NONE PC GENERAL USE 5,000
    BOSTON BRUINS CHARITABLE FOUNDATION INC
    100 LEGENDS WAY
    BOSTON,MA02114     		NONE PC GENERAL USE 1,000
    BOSTON COLLEGE FOR CORPORATE CITIZENSHIP
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		NONE PC GENERAL USE 6,000
    BOULDER COUNTY ARTS ALLIANCE INC
    2590 WALNUT ST
    BOULDER,CO80302     		NONE PC GENERAL USE 5,500
    BOYS HOPE GIRLS HOPE
    12120 BRIDGETON SQUARE DRIVE
    BRIDGETON,MO63044     		NONE PC GENERAL USE 7,750
    BREAST CANCER RESEARCH FOUNDATION
    28 WEST 44TH STREET SUITE 609
    NEW YORK,NY10036     		NONE PC GENERAL USE 1,489
    BREATH OF GOD
    141 S CLINTON ST
    BALTIMORE,MD21224     		NONE PC GENERAL USE 1,000
    BRENDA HOUSE OF PROMISING FUTURES INC
    3905 ROKEBY RD
    BALTIMORE,MD21229     		NONE PC GENERAL USE 1,000
    BRIDGING THE GAP
    2517 HIGHWAY 35 BUILDING J SUITE
    201
    MANASQUAN,NJ08736     		NONE PC GENERAL USE 500
    BUSINESS VOLUNTEERS MARYLAND
    1201 S SHARP ST SUITE 302
    BALTIMORE,MD21230     		NONE PC GENERAL USE 37,200
    CALGARY WOMEN'S EMERGENCY SHELTER
    SUITE 500 - 1509 CENTER STREET SW
    CALGARY,ABT2G 2E6
    CA     		NONE PC GENERAL USE 690
    CAMP RISE ABOVE INC
    PO BOX 31295
    CHARLESTON,SC29417     		NONE PC GENERAL USE 2,155
    CAPITAL REGION MINORITY SUPPLIER DEVELOPMENT COUNCIL
    10750 COLUMBIA PIKE
    SILVER SPRING,MD20901     		NONE PC GENERAL USE 5,500
    CASEY CARES
    3918 VERO RD
    BALTIMORE,MD21227     		NONE PC GENERAL USE 28,000
    CATCH A LIFT FUND
    2066 YORK ROAD 205A
    LUTHERVILLETIMONIUM,MD21093     		NONE PC GENERAL USE 1,000
    CATHOLIC CHARITIES
    320 CATHEDRAL STREET
    BALTIMORE,MD21201     		NONE PC GENERAL USE 10,000
    CATONSVILLE MENS CIVIC ASSOCIATION INC
    1002 FREDERICK RD
    CATONSVILLE,MD21228     		NONE PC GENERAL USE 1,500
    CENTER FOR CHILD PROTECTION
    714 G ST SE 3
    WASHINGTON,DC20003     		NONE PC GENERAL USE 2,000
    CENTER FOR SUBSTANCE ABUSE PREVENTION & RESEARCH FUND
    1800 GRANT STREET SUITE 725
    DENVER,CO80203     		NONE PC GENERAL USE 2,500
    CHARM CITY YOUTH LACROSSE LEAGUE INC
    1500 UNION AVE
    BALTIMORE,MD21211     		NONE PC GENERAL USE 4,500
    CHESAPEAKE BAY FOUNDATION INC
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403     		NONE PC GENERAL USE 12,500
    CHILD FIRST AUTHORITY INC
    3904 HICKORY AVE SUITE 200
    BALTIMORE,MD21211     		NONE PC GENERAL USE 1,500
    CHILDREN'S SCHOLARSHIP FUND BALTIMORE
    1000 ST PAUL ST
    BALTIMORE,MD21202     		NONE PC GENERAL USE 25,000
    CHRISTIAN ROBERTS FOUNDATION
    3308 KILKENNY STREET
    SILVER SPRING,MD20904     		NONE PC GENERAL USE 400
    CITY HARVEST INC
    6 EAST 32ND STREET 5TH FL
    NEW YORK,NY10016     		NONE PC GENERAL USE 1,000
    COCKTAILS AND CHEMO FOUNDATION
    1357 ASHVILLE DRIVE
    WESTFIELD,IN46074     		NONE PC GENERAL USE 1,545
    COMMUNITY FOUNDATION OF GREATER FORT WAYNE
    555 E WAYNE STREET
    FORT WAYNE,IN46802     		NONE PC GENERAL USE 3,000
    CORNER ADVOCACY SERVICE
    1000 E 80TH STREET
    BLOOMINGTON,MN55420     		NONE PC GENERAL USE 2,500
    CREATING IT FUTURES FOUNDATION INC
    3500 LACEY RD STE 100
    DOWNERS GROVE,IL60515     		NONE PC GENERAL USE 250,000
    CRISTO REY JESUIT HIGH SCHOOL
    420 S CHESTER
    BALTIMORE,MD21231     		NONE PC GENERAL USE 60,000
    CROSSROADS COMMUNITY MINISTRIES
    420 COURTLAND STREET NE
    ATLANTA,GA30308     		NONE PC GENERAL USE 2,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON RD SUITE 200
    BETHESDA,MD20814     		NONE PC GENERAL USE 5,000
    DANNY DID FOUNDATION
    PO BOX 46576
    CHICAGO,IL60646     		NONE PC GENERAL USE 1,000
    DIRECT RELIEF
    6100 WALLACE BECKNELL ROAD
    SANTA BARBARA,CA93117     		NONE PC GENERAL USE 250,000
    DOWNTOWN BALTIMORE CHILD CARE INC
    237 ARCH STREET
    BALTIMORE,MD21201     		NONE PC GENERAL USE 1,000
    EMOTIONAL HEALTH ASSOCIATION
    6666 GREEN VALLEY CIRCLE
    CULVER CITY,CA90230     		NONE PC GENERAL USE 1,260
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		NONE PC GENERAL USE 100,000
    FAMILY GATEWAY INC
    711 SOUTH ST PAUL STREET
    DALLAS,TX75201     		NONE PC GENERAL USE 500
    FOOD LIFELINE
    815 S 96TH ST
    SEATTLE,WA98108     		NONE PC GENERAL USE 2,000
    FOR THE GIRLS INC
    514 HILLSBORO DRIVE
    SILVER SPRING,MD20902     		NONE PC GENERAL USE 5,000
    FORT MEADE ALLIANCE FOUNDATION
    7467 RIDGE ROAD SUITE 220
    HANOVER,MD21076     		NONE PC GENERAL USE 22,500
    FRESH START WOMEN'S FOUNDATION
    1130 E MCDOWELL ROAD
    PHOENIX,AZ85006     		NONE PC GENERAL USE 1,500
    FRIENDS OF ANNE ARUNDEL COUNTY COUNTY ANIMAL CARE & CONTROL INC
    PO BOX 45
    MILLERSVILLE,MD21108     		NONE PC GENERAL USE 75
    FRIENDS OF DOWN SYNDROME
    5200 MITCHELLDALE ST STE D4
    HOUSTON,TX77092     		NONE PC GENERAL USE 1,630
    FRIENDS OF THE WORLD FOOD PROGRAM INC
    1725 I STREET NW NO 510
    WASHINGTON,DC20006     		NONE PC GENERAL USE 270,000
    FUND FOR EDUCATIONAL EXCELLENCE
    800 NORTH CHARLES STREET STE 400
    BALTIMORE,MD21201     		NONE PC GENERAL USE 1,525
    GARY SINISE CHARITABLE FOUNDATION
    2049 CENTURY PARK E STE 3800
    LOS ANGELES,CA90067     		NONE PC GENERAL USE 175,000
    GEORGE JACKSON ACADEMY
    104 SAINT MARKS PLACE
    NEW YORK,NY10025     		NONE PC GENERAL USE 2,000
    GIVING BACK - LINDAS LEGACY LTD
    302 BALSAM DRIVE
    SEVERNA PARK,MD21146     		NONE PC GENERAL USE 5,000
    GRAND CANYON UNIVERSITY FOUNDATION
    3300 W CAMELBACK RD BLDG 26
    PHOENIX,AZ85017     		NONE PC GENERAL USE 5,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632     		NONE PC GENERAL USE 2,500
    GREATER JACKSONVILLE AREA USO
    13 YORKTOWN AVE
    JACKSONVILLE,FL32212     		NONE PC GENERAL USE 25,000
    GREATER WASHINGTON COMMUNITY FOUNDATION
    1325 G STREET NW SUITE 480
    WASHINGTON,DC20005     		NONE PC GENERAL USE 15,000
    HABITAT FOR HUMANITY - NORTH CENTRAL GEORGIA INC
    814 MIMOSA BLVD BUILDING C
    ROSEWELL,GA30075     		NONE PC GENERAL USE 37,500
    HABITAT FOR HUMANITY OF JACKSONVILLE INC
    2404 HUBBARD STREET
    JACKSONVILLE,FL32206     		NONE PC GENERAL USE 5,000
    HABITAT FOR HUMANITY OF THE CHESAPEAKE INC
    3741 COMMERCE DRIVE NO 309
    BALTIMORE,MD21227     		NONE PC GENERAL USE 185,000
    HEALTHCARE FOR THE HOMELESS INC
    421 FALLS WAY
    BALTIMORE,MD21202     		NONE PC GENERAL USE 5,000
    HOPE INC HELPING OTHER PEOPLE BE EMPOWERED
    3357 MONTHEATH PASS
    DULUTH,GA30096     		NONE PC GENERAL USE 12,500
    HOPELINK
    8990 154TH AVENUE NE
    REDMOND,WA98052     		NONE PC GENERAL USE 2,000
    HOPEWELL CANCER SUPPORT
    PO BOX 755
    BROOKLANDVILLE,MD21022     		NONE PC GENERAL USE 10,000
    HORIZON DAY CAMP
    8 MARKET PLACE SUITE 331
    BALTIMORE,MD21202     		NONE PC GENERAL USE 1,000
    HOSPICE OF THE VALLEY
    1510 EAST FLOWER STREET
    PHOENIX,AZ85014     		NONE PC GENERAL USE 303
    IAN SUPRA MEMORIAL FOUNDATION
    5361 PENWAY DR
    ORLANDO,FL32814     		NONE PC GENERAL USE 3,000
    ILLINOIS LEGAL AID ONLINE
    120 S LASALLE ST SUITE 900
    CHICAGO,IL60603     		NONE PC GENERAL USE 250
    INTERNATIONAL CENTER FOR THE DISABLED INC
    123 WILLIAM STREET 5TH FLOOR
    NEW YORK,NY10038     		NONE PC GENERAL USE 10,000
    INVER GROVE HEIGHTS SCHOOLS
    2990 80TH STREET E
    INVER GROVE HEIGHTS,MN55076     		NONE PC GENERAL USE 480
    JDRF INTERNATIONAL
    26 BROADWAY 15TH FL
    NEW YORK,NY10004     		NONE PC GENERAL USE 5,000
    JOY INTERNATIONAL INC
    PO BOX 571
    CONIFER,CO80433     		NONE PC GENERAL USE 3,000
    JUNIOR ACHIEVEMENT OF ARIZONA INC
    636 W SOUTHERN AVENUE
    TEMPE,AZ85282     		NONE PC GENERAL USE 25,000
    JUNIOR ACHIEVEMENT OF CANADA
    161 BAY STREET 27TH FLOOR
    TORONTO,ONM5J 2S1
    CA     		NONE PC GENERAL USE 5,000
    JUNIOR ACHIEVEMENT OF CENTRAL MD
    10711 RED RUN BOULEVARD NO 110
    OWINGS MILLS,MD21117     		NONE PC GENERAL USE 365,000
    JUNIOR ACHIEVEMENT OF GEORGIA INC
    275 NORTHSIDE DR NW
    ATLANTA,GA30314     		NONE PC GENERAL USE 7,500
    JUNIOR ACHIEVEMENT OF NEW YORK INC
    420 LEXINGTON AVENUE NO 205
    NEW YORK,NY10170     		NONE PC GENERAL USE 2,500
    JUNIOR ACHIEVEMENT USA
    1 EDUCATION WAY
    COLORADO SPRINGS,CO80906     		NONE PC GENERAL USE 30,000
    KAIZEN EDUCATION FOUNDATION
    7878 N 16TH STREET SUITE 150
    PHOENIX,AZ85020     		NONE PC GENERAL USE 1,000
    KALI'S CURE FOR PARALYSIS
    5475 BLUE HERON DR
    ALMA,MI48801     		NONE PC GENERAL USE 25,000
    LAMBDA LEGAL
    120 WALL STREET 19TH FLOOR
    NEW YORK,NY10005     		NONE PC GENERAL USE 5,000
    LANE THOMAS FOUNDATION
    10832 OLD MILL ROAD SUITE 5
    OMAHA,NE68154     		NONE PC GENERAL USE 800
    LIFEMOVES
    181 CONSTITUTION DRIVE
    MENLO PARK,CA94025     		NONE PC GENERAL USE 500
    LIVING CLASSROOMS FOUNDATION
    802 S CAROLINE ST
    BALTIMORE,MD21231     		NONE PC GENERAL USE 5,000
    LONG ISLAND CARES INC
    10 DAVIDS DRIVE
    HAPPUAGE,NY11788     		NONE PC GENERAL USE 702
    LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER FOUNDATION
    2000 MEDICAL PARKWAY BELCHER
    PAVILION SUITE 604
    ANNAPOLIS,MD21401     		NONE PC GENERAL USE 2,000
    MAKE A WISH FOUNDATION OF AMERICA
    4742 N 24TH STREET NO 400
    PHOENIX,AZ85016     		NONE PC GENERAL USE 3,240
    MAKE A WISH FOUNDATION OF THE MID-ATLANTIC
    5272 RIVER RD
    BETHESDA,MD20816     		NONE PC GENERAL USE 10,000
    MAKE STUDIO ART PROGRAM INC
    3326 KESWICK ROAD
    BALTIMORE,MD21211     		NONE PC GENERAL USE 2,500
    MARGARET'S VILLAGE
    7315 S YALE AVE
    CHICAGO,IL60621     		NONE PC GENERAL USE 3,000
    MARTIN W RICHARD CHARITABLE FOUNDATION INC
    39 CARRUTH ST
    DORCHESTER,MA02124     		NONE PC GENERAL USE 1,000
    MARYLAND FOOD BANK
    2200 HALETHORPE FARMS ROAD
    BALTIMORE,MD21227     		NONE PC GENERAL USE 23,000
    MARYLAND NEW DIRECTIONS
    2700 N CHARLES STREET
    BALTIMORE,MD21227     		NONE PC GENERAL USE 5,000
    MARYLAND THERAPEUTIC RIDING INC
    1141 SUNRISE BEACH ROAD
    CROWNSVILLE,MD21032     		NONE PC GENERAL USE 3,500
    MEDICAL CLOWN PROJECT INC
    5716 SKYVIEW PL
    EL SOBRANTE,CA94803     		NONE PC GENERAL USE 737
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE PC GENERAL USE 3,500
    MINNESOTA FREEDOM FUND
    PO BOX 6398
    MINNEAPOLIS,MN55406     		NONE PC GENERAL USE 1,275
    MIRACLE LEAGUE OF LOUISVILLE
    800 LILY CREEK ROAD 102
    LOUISVILLE,KY40243     		NONE PC GENERAL USE 1,000
    MISSION STADIUMS FOR MULTIPLE SCLEROSIS
    PO BOX 511
    ARNOLD,MD21012     		NONE PC GENERAL USE 305
    MISSIONFIT INC
    2720 SISSION STREET
    BALTIMORE,MD21211     		NONE PC GENERAL USE 2,500
    MOTOR CITY PRIDE
    440 BURROUGHS ST STE 650
    DETROIT,MI48202     		NONE PC GENERAL USE 5,000
    MOVEABLE FEAST INC
    901 N MILTON AVE
    BALTIMORE,MD21205     		NONE PC GENERAL USE 1,000
    MOVEMBER FOUNDATION
    PO BOX 1595
    CULVER CITY,CA90232     		NONE PC GENERAL USE 15,155
    NAMI MARYLAND INC
    10630 LITTLE PATUXENT PKWY NO 475
    COLUMBIA,MD21044     		NONE PC GENERAL USE 3,000
    NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
    4805 MOUNT HOPE DRIVE
    BALTIMORE,MD21215     		NONE PC GENERAL USE 650
    NATIONAL BRAIN TUMOR SOCIETY
    55 CHAPEL STREET SUITE 200
    NEWTON,MA02458     		NONE PC GENERAL USE 2,500
    NATIONAL CRIMINAL DEFENSE COLLEGE INC
    343 ORANGE STREET
    MACON,GA31201     		NONE PC GENERAL USE 3,000
    NATIONAL KIDNEY FOUNDATION
    30 EAST 33RD STREET
    NEW YORK,NY10016     		NONE PC GENERAL USE 660
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 3RD AVE FL 3
    NEW YORK,NY10017     		NONE PC GENERAL USE 5,037
    NATIONAL SALES NETWORK
    3575 PIEDMONT RD NE
    ATLANTA,GA30305     		NONE PC GENERAL USE 7,980
    NAZARETH COMMUNITY
    1197 SEYMOUR AVE
    MONTREAL,QBH3H 2A4
    CA     		NONE PC GENERAL USE 1,000
    NEIGHBORS IN NEED
    9907 N 118TH E AVE
    OWASSO,OK74055     		NONE PC GENERAL USE 3,000
    NORTH METRO MIRACLE LEAGUE INC
    2145 JEP WHEELER RD
    WOODSTOCK,GA30188     		NONE PC GENERAL USE 30,000
    NORTHERN NEVADA CHILDREN'S CANCER FOUNDATION
    3550 BARRON WAY 9A
    RENO,NV89511     		NONE PC GENERAL USE 470
    ONE LOVE FOUNDATION
    119 PONDFIELD ROAD PO BOX 368
    BRONXVILLE,NY10708     		NONE PC GENERAL USE 2,000
    OPERATION AWARE OF OKLAHOMA INC
    5800 E SKELLY DR STE 707
    TULSA,OK74135     		NONE PC GENERAL USE 2,000
    PANCREATIC CANCER ACTION NETWORK INC
    1500 ROSECRANS AVE SUITE 200
    MANHATTAN BEACH,CA90266     		NONE PC GENERAL USE 325
    PAT TILLMAN FOUNDATION
    217 N JEFFERSON STREET SUITE 602
    CHICAGO,IL60661     		NONE PC GENERAL USE 180,600
    PATHFINDERS INC
    303 INTERNATIONAL CIRCLE 110
    COCKEYSVILLE,MD21030     		NONE PC GENERAL USE 10,000
    PCS FOR PEOPLE
    1481 MARSHALL AVENUE
    ST PAUL,MN55104     		NONE PC GENERAL USE 25,000
    PELOTONIA
    364 W LANE AVE
    COLUMBUS,OH43201     		NONE PC GENERAL USE 895
    PER SCHOLAS INC
    804 E 138TH ST FL 2
    BRONX,NY10454     		NONE PC GENERAL USE 2,977,000
    PHILANTHROPY TANK
    120 SOUTH OLIVE AVE NO 300
    WEST PALM BEACH,FL33401     		NONE PC GENERAL USE 25,000
    PHOENIX - TALENT SCHOOLS
    401 WEST 4TH ST
    PHOENIX,OR97535     		NONE PC GENERAL USE 1,395
    PLAYERS PHILANTHROPY FUND
    1122 KENILWORTH DRIVE NO 502
    TOWSON,MD21204     		NONE PC GENERAL USE 8,000
    PORTLAND FIRE FIGHTERS CHARITABLE FUND INC
    4530 SE 67TH AVE
    PORTLAND,OR97206     		NONE PC GENERAL USE 1,145
    RESPIRATORY HEALTH ASSOCIATION
    1440 WEST WASHINGTON BOULEVARD
    CHICAGO,IL60607     		NONE PC GENERAL USE 950
    ROLE MODEL MOVEMENT INC
    47 W POLK ST SUITE 260
    CHICAGO,IL60605     		NONE PC GENERAL USE 2,500
    ROOTS OF DEVELOPMENT INC
    1366 C STREET NE
    WASHINGTON,DC20002     		NONE PC GENERAL USE 2,500
    SHARE OUR STRENGTH
    1030 15TH STREET NW 1100W
    WASHINGTON,DC20005     		NONE PC GENERAL USE 1,120
    SOCIETY OF HISPANIC PROFESSIONAL ENGINEERS
    13181 CROSSROADS PARKWAY NORTH
    CITY OF INDUSTRY,CA91746     		NONE PC GENERAL USE 42,500
    SPECIAL OLYMPICS FLORIDA INC
    1915 DON WICKHAM DR
    CLERMONT,FL34711     		NONE PC GENERAL USE 10,000
    SPECIAL OLYMPICS OF MD
    3701 COMMERCE DR SUITE 103
    BALTIMORE,MD21227     		NONE PC GENERAL USE 275,000
    SPECIAL OLYMPICS OREGON INC
    419 NE 10TH AVE
    PORTLAND,OR97232     		NONE PC GENERAL USE 3,000
    SPECIAL OLYMPICS INC
    1133 19TH STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL USE 6,000
    ST BALDRICK'S FOUNDATION
    1333 SOUTH MAYFLOWER AVE SUITE 400
    MONROVIA,CA91016     		NONE PC GENERAL USE 10,000
    ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		NONE PC GENERAL USE 12,405
    ST MARY'S SEMINARY & UNIVERSITY
    5400 ROLAND AVENUE
    BALTIMORE,MD21210     		NONE PC GENERAL USE 2,500
    STUDENTS 2 SCIENCE INC
    42 LINBERGER DR
    BRIDGEWATER,NJ08807     		NONE PC GENERAL USE 2,500
    SUSAN G KOMEN BREAST CANCER FOUNDATION INC
    5005 LBJ FREEWAY SUITE 526
    DALLAS,TX75244     		NONE PC GENERAL USE 403
    TEACH FOR AMERICA
    2601 N HOWARD STREET SUITE 300
    BALTIMORE,MD21218     		NONE PC GENERAL USE 25,000
    TEACHBEYOND INC
    932 MAPLE AVE
    DOWNERS GROVE,IL60515     		NONE PC GENERAL USE 1,000
    THE ANTI-CRUELTY SOCIETY
    157 W GRAND AVE
    CHICAGO,IL60654     		NONE PC GENERAL USE 548
    THE BALTIMORE CHILDREN'S MUSEUM INC
    35 MARKET PLACE
    BALTIMORE,MD21202     		NONE PC GENERAL USE 10,000
    THE BLUE RIBBON PROJECT
    45 COMMUNITY PLACE
    CROWNSVILLE,MD21032     		NONE PC GENERAL USE 2,500
    THE CHEYNEY FOUNDATION
    108 SOUTH FRONT STREET
    PHILADELPHIA,PA19106     		NONE PC GENERAL USE 72
    THE DREAM BIG FOUNDATION
    50 BELTON ROAD
    BABYLON,NY11702     		NONE PC GENERAL USE 701
    THE FIRST TEE OF CHICAGO FOUNDATION
    111 E WACKER DR STE 2800
    CHICAGO,IL60601     		NONE PC GENERAL USE 10,000
    THE FOUNDATION FIGHTING BLINDNESS INC
    7168 COLUMBIA GATEWAY DRIVE NO 100
    COLUMBIA,MD21046     		NONE PC GENERAL USE 1,000
    THE GLOBAL FOUNDATION FOR PEROXISOMAL DISORDERS
    5147 S HARVARD AVE SUITE 181
    TULSA,OK74135     		NONE PC GENERAL USE 900
    THE LEUKEMIA & LYMPHOMA SOCIETY INC
    1311 MAMARONECK AVENUE SUITE 310
    WHITE PLAINS,NY10605     		NONE PC GENERAL USE 19,906
    THE LILABEAN FOUNDATION
    105 ROCKDALE DR
    SILVER SPRING,MD20901     		NONE PC GENERAL USE 5,000
    THE MISSISSAUGA FOOD BANK
    3121 UNIVERSAL DR
    MISSISSAUGA,ONL4X 2E2
    CA     		NONE PC GENERAL USE 1,010
    THE RUN THE RACE CLUB
    874 HELENHURST CT
    WESTERVILLE,OH43081     		NONE PC GENERAL USE 1,500
    THE ULMAN FOUNDATION
    1215 EAST FORT AVENUE SUITE 104
    BALTIMORE,MD21230     		NONE PC GENERAL USE 302
    THOMAS WALLINS FIGHT AGAINST MCADD
    14333 RED GAUNTLET ST
    WAVERLY,NE68462     		NONE PC GENERAL USE 1,300
    THURGOOD MARSHALL COLLEGE FUND
    901 F STREET NW NO 300
    WASHINGTON,DC20004     		NONE PC GENERAL USE 65,000
    TOGETHER FOR LUNCH
    8795 BROWN RD
    GREENWOOD,MI48006     		NONE PC GENERAL USE 172
    TOGETHER WE RISE
    560 W LAMBERT ROAD
    BREA,CA92821     		NONE PC GENERAL USE 12,135
    TUFTS MEDICAL CENTER PARENT INC
    800 WASHINGTON STREET
    BOSTON,MA02111     		NONE PC GENERAL USE 261
    TULSA ASSOCIATION OF HEALTH UNDERWRITERS INC
    7122 S SHERIDAN BOX 453 NO 2
    TULSA,OK74133     		NONE PC GENERAL USE 1,500
    TULSA COMMUNITY FOUNDATION
    7030 S YALE AVE STE 600
    TULSA,OK74136     		NONE PC GENERAL USE 7,500
    UNITED WAY WORLDWIDE
    701 NORTH FAIRFAX STREET
    ALEXANDRIA,VA22314     		NONE PC GENERAL USE 1,984
    UNIVERSITY DISTRICT SERVICE LEAGUE
    5017 ROOSEVELT WAY NE
    SEATTLE,WA98105     		NONE PC GENERAL USE 523
    UPRISING CHILD INC
    825 CHESSE FACTORY RD
    HONEOYE,NY14472     		NONE PC GENERAL USE 3,500
    WE ARE BRAVE TOGETHER
    6040 GROVEOAK PLACE
    RANCHO PALOS VERDES,CA90275     		NONE PC GENERAL USE 250
    WHITNEYSTRONG
    1355 BARDSTOWN ROAD 242
    LOUISVILLE,KY40205     		NONE PC GENERAL USE 5,000
    WOODS COMMUNITY CENTER
    623 BALTIMORE ANNAPOLIS BLVD
    SEVERNA PARK,MD21146     		NONE PC GENERAL USE 5,000
    WORLD VISION INC
    PO BOX 9716
    FEDERAL WAY,WA98063     		NONE PC GENERAL USE 3,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256     		NONE PC GENERAL USE 3,000
    WREATHS ACROSS AMERICA
    4 POINT STREET
    COLUMBIA FALLS,ME04623     		NONE PC GENERAL USE 1,000
    YEAR UP INC
    45 MILK STREET 9TH FLOOR
    BOSTON,MA02110     		NONE PC GENERAL USE 10,000
    YMCA OF ANNAPOLIS & ANNE ARUNDEL COUNTY
    1517 RITCHIE HWY STE 201
    ARNOLD,MD21012     		NONE PC GENERAL USE 2,500
    YMCA OF CENTRAL MARYLAND INC
    303 W CHESAPEAKE AVE
    BALTIMORE,MD21204     		NONE PC GENERAL USE 1,000
    YOUNG LIFE
    420 N CASCADE AVENUE
    COLORADO SPRINGS,CO80903     		NONE PC GENERAL USE 2,500
    Total .................................bullet 3a 6,286,552
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 367,912  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     18 428  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -18,353  
    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).. 0 349,987 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    349,987
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ALLEGIS GROUP FOUNDATION INC
     
    Employer identification number

    31-1608900
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ALLEGIS GROUP FOUNDATION INC
          		Employer identification number
    31-1608900
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ALLEGIS GROUP HOLDINGS INC
     
    7301 PARKWAY DRIVE
     
    HANOVER, MD21076

    		$ 4,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ALLEGIS GROUP FOUNDATION INC
          		Employer identification number

    31-1608900
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ALLEGIS GROUP FOUNDATION INC
          		Employer identification number

    31-1608900
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,500 3,250   3,250

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD 20,662,377 20,662,377

    TY 2020 OtherAssetsSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME 5 8 8


    TY 2020 OtherDecreasesSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Description Amount
    PRIOR PERIOD ADJUSTMENT 1,000


    TY 2020 OtherIncomeSchedule2
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    US TRUST - CLASS ACTION SETTLEMENT 428 428 428


    TY 2020 OtherIncreasesSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Description Amount
    UNREALIZED GAIN/LOSS ON INVESTMENTS 2,201,008
    VOIDED CHECKS 70,637


    TY 2020 OtherLiabilitiesSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Description Beginning of Year - Book Value End of Year - Book Value
    UNCLEARED CHECKS 517,176 198,558


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK SERVICES CHARGES 882 882   0


    TY 2020 TaxesSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 31,491 0   0