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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$19,390,758
J 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) 2,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 358,423 358,423  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,396,626
b Gross sales price for all assets on line 6a 5,566,741
7 Capital gain net income (from Part IV, line 2)... 1,396,626
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)....... 626 626  
12 Total. Add lines 1 through 11........ 3,755,675 1,755,675  
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)....... 6,500 3,250   3,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 22,414 7,414   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 315 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,229 10,664   3,250
25 Contributions, gifts, grants paid....... 6,896,303 6,896,303
26 Total expenses and disbursements. Add lines 24 and 25 6,925,532 10,664   6,899,553
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,169,857
b Net investment income (if negative, enter -0-) 1,745,011
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 139,283 339,452 339,452
2 Savings and temporary cash investments......... 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)....... 20,662,377 Click to see attachment19,051,306 19,051,306
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 attachment8 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,853,824 19,390,758 19,390,758
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 attachment198,558 Click to see attachment432,724
23 Total liabilities (add lines 17 through 22)......... 198,558 432,724
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........... 20,655,266 18,958,034
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)..... 20,655,266 18,958,034
30 Total liabilities and net assets/fund balances (see instructions). 20,853,824 19,390,758
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
20,655,266
2
Enter amount from Part I, line 27a .....................
2
-3,169,857
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,472,625
4
Add lines 1, 2, and 3 ..........................
4
18,958,034
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,958,034
Form 990-PF (2021)
Form 990-PF (2021)
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     2021-12-31
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 5,566,741   4,170,115 1,396,626
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       1,396,626
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 1,396,626
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 24,256
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 24,256
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 9,853
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,853
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 103
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 30,494
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet30,494 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
    No
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    20,639,856
    b
    Average of monthly cash balances.......................
    1b
    529,342
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,169,198
    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
    21,169,198
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    317,538
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    20,851,660
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,042,583
    Part X
    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 IX, line 6..................
    1
    1,042,583
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    24,256
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24,256
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,018,327
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    6,222
    5
    Add lines 3 and 4............................
    5
    1,024,549
    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 XII, line 1 ...
    7
    1,024,549
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,024,549
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 555,788
    b From 2017...... 1,503,924
    c From 2018...... 2,250,791
    d From 2019...... 4,355,223
    e From 2020...... 5,333,620
    f Total of lines 3a through e ........ 13,999,346
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,899,553
    a Applied to 2020, 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 2021 distributable amount..... 1,024,549
    e Remaining amount distributed out of corpus 5,875,004
    5 Excess distributions carryover applied to 2021. 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 19,874,350
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    555,788
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    19,318,562
    10 Analysis of line 9:
    a Excess from 2017.... 1,503,924
    b Excess from 2018.... 2,250,791
    c Excess from 2019.... 4,355,223
    d Excess from 2020.... 5,333,620
    e Excess from 2021.... 5,875,004
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 45,000
    ADOPT A BOXER RESCUE
    18 HILLCREST DRIVE
    DICKSON CITY,PA18447
    NONE PC GENERAL USE 2,500
    ALABAMA INSTITUTE FOR DEAF AND BLIND FOUNDATION INC
    PO BOX 698
    TALLADEGA,AL35161
    NONE PC GENERAL USE 3,395
    ALLEGHENY COLLEGE
    520 NORTH MAIN STREET
    MEADVILLE,PA16335
    NONE PC GENERAL USE 200
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE 17TH FL
    CHICAGO,IL60601
    NONE PC GENERAL USE 11,090
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS STREET NW SUITE 400
    ATLANTA,GA30303
    NONE PC GENERAL USE 20,318
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231
    NONE PC GENERAL USE 39,000
    AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS & BRANCHES
    2025 E STREET NW
    WASHINGTON,DC20006
    NONE PC GENERAL USE 39,743
    ANNE ARUNDEL MEDICAL CENTER FOUNDATION
    2001 MEDICAL PKWY
    ANNAPOLIS,MD21404
    NONE PC GENERAL USE 7,500
    ASIAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND
    99 HUDSON STREET 12 FL
    NEW YORK,NY10013
    NONE PC GENERAL USE 1,500
    ASIAN AMERICANS ADVANCING JUSTICE - AAJC INC
    1620 L STREET NW SUITE 1050
    WASHINGTON,DC20036
    NONE PC GENERAL USE 1,500
    BACK ON MY FEET
    100 SOUTH BROAD STREET SUITE 2136
    PHILADELPHIA,PA19110
    NONE PC GENERAL USE 40,500
    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 500
    BALTIMORE URBAN LEAGUE
    512 ORCHARD STREET
    BALTIMORE,MD21201
    NONE PC GENERAL USE 25,000
    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 BUDDIES INTERNATIONAL INC
    100 SE 2ND ST STE 2200
    MIAMI,FL33131
    NONE PC GENERAL USE 760
    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 405
    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 1,000
    BOLD IDEA INC
    PO BOX 140904
    DALLAS,TX75214
    NONE PC GENERAL USE 2,500
    BOOMERS INC
    7 SULLIVAN DR
    SEVERNA PARK,MD21146
    NONE PC GENERAL USE 7,500
    BOSTON CELTICS SHAMROCK FOUNDATION INC
    226 CAUSEWAY ST 4TH FLOOR
    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
    BOYS HOPE GIRLS HOPE
    12120 BRIDGETON SQUARE DRIVE
    BRIDGETON,MO63044
    NONE PC GENERAL USE 52,500
    BUILDING BRIDGES
    3475 DOROTHEA CT
    TROY,MI48084
    NONE PC GENERAL USE 528
    BUSINESS VOLUNTEERS MARYLAND
    1201 S SHARP ST SUITE 302
    BALTIMORE,MD21230
    NONE PC GENERAL USE 37,000
    CALGARY FOOD BANK
    5000 11 ST SE
    CALGARY   T2H 2Y5
    CA
    NONE PC GENERAL USE 3,000
    CARE FOR FRIENDS
    530 W FULLERTON PKWY
    CHICAGO,IL60614
    NONE PC GENERAL USE 745
    CARROLL HOSPICE INC
    292 STONER AVENUE
    WESTMINSTER,MD21157
    NONE PC GENERAL USE 1,000
    CASEY CARES
    3918 VERO RD
    BALTIMORE,MD21227
    NONE PC GENERAL USE 21,000
    CATCH A LIFT FUND
    2066 YORK ROAD 205A
    LUTHERVILLETIMONIUM,MD21093
    NONE PC GENERAL USE 1,000
    CATONSVILLE MENS CIVIC ASSOCIATION INC
    1002 FREDERICK RD
    CATONSVILLE,MD21228
    NONE PC GENERAL USE 2,500
    CENTER FOR NONPROFITS AT ST MARY
    1200 W WALNUT
    ROGERS,AR72756
    NONE PC GENERAL USE 1,200
    CHILD INNER-SENSE EDUCATION ARTS & RECREATION
    4525 N COLORADO STREET
    PHILADELPHIA,PA19140
    NONE PC GENERAL USE 2,944
    CHILDREN OF VINH SON ORPHANAGE INC
    351 E CURLING DR
    BOISE,ID83702
    NONE PC GENERAL USE 3,000
    CHILDREN'S CANCER ASSOCIATION
    1200 NORTHWEST NAITO PARKWAY SUITE
    140
    PORTLAND,OR97209
    NONE PC GENERAL USE 6,000
    CHILDREN'S HOSPITAL CORPORATION
    300 LONGWOOD AVENUE
    BOSTON,MA02115
    NONE PC GENERAL USE 1,000
    CHILDREN'S HOSPITAL FOUNDATION
    111 MICHIGAN AVENUE NW
    WASHINGTON,DC20010
    NONE PC GENERAL USE 1,492
    CHILDREN'S SCHOLARSHIP FUND BALTIMORE
    1000 ST PAUL ST
    BALTIMORE,MD21202
    NONE PC GENERAL USE 25,000
    CONNECTICUT FOODSHARE
    2 RESEARCH PARKWAY
    WALLINGFORD,CT06492
    NONE PC GENERAL USE 1,020
    CONNECTIVE INC
    127 EAST 22ND STREET
    NEW YORK,NY10010
    NONE PC GENERAL USE 80,000
    COURAGE MKE
    1544 S 6TH ST
    MILKWAUKEE,WI53204
    NONE PC GENERAL USE 846
    CREATING IT FUTURES FOUNDATION INC
    3500 LACEY RD STE 100
    DOWNERS GROVE,IL60515
    NONE PC GENERAL USE 275,000
    CRIME STOPPERS OF MICHIGAN
    18000 W NINE MILE RD
    SOUTHFIELD,MI48075
    NONE PC GENERAL USE 2,000
    CRISTO REY JESUIT HIGH SCHOOL
    420 S CHESTER
    BALTIMORE,MD21231
    NONE PC GENERAL USE 60,000
    CURESEARCH FOR CHILDREN'S CANCER
    4800 HAMPDEN LANE PMB 64 NO 200
    BETHESDA,MD20814
    NONE PC GENERAL USE 1,000
    CURESPG50
    6 TOPHAM RD
    TORONTO   M4B 3K2
    CA
    NONE PC GENERAL USE 2,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON RD SUITE 200
    BETHESDA,MD20814
    NONE PC GENERAL USE 5,500
    DANA-FARBER CANCER INSTITUTE
    450 BROOKLINE AVENUE BP418
    BOSTON,MA02215
    NONE PC GENERAL USE 3,000
    DAVE GALLUP FOUNDATION INC
    314 MADISON AVE
    FORT ATKINSON,WI53538
    NONE PC GENERAL USE 290
    DIRECT RELIEF
    6100 WALLACE BECKNELL ROAD
    SANTA BARBARA,CA93117
    NONE PC GENERAL USE 110,000
    DOWN SYNDROME ASSOC OF PITTSBURGH
    139 E MAIN STREET 830
    CARNEGIE,PA15106
    NONE PC GENERAL USE 3,000
    DOWNTOWN BALTIMORE CHILD CARE INC
    237 ARCH STREET
    BALTIMORE,MD21201
    NONE PC GENERAL USE 1,000
    DRESS FOR SUCCESS MICHIGAN INC
    5361 MCAULEY DR
    YPSILANTI,MI48197
    NONE PC GENERAL USE 265
    ELIZA HOPE FOUNDATION
    4924 KEMPS LAKE DR
    VIRGINIA BEACH,VA23462
    NONE PC GENERAL USE 1,000
    ENA FOUNDATION
    508 NECTAR CT
    ODENTON,MD21113
    NONE PC GENERAL USE 1,850
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104
    NONE PC GENERAL USE 100,000
    FINGER LAKES SPCA OF CENTRAL NEW YORK
    41 YORK ST
    AUBURN,NY13021
    NONE PC GENERAL USE 500
    FRIENDS OF THE WORLD FOOD PROGRAM INC
    1725 I STREET NW NO 510
    WASHINGTON,DC20006
    NONE PC GENERAL USE 25,000
    GARY SINISE CHARITABLE FOUNDATION
    2049 CENTURY PARK E STE 3800
    LOS ANGELES,CA90067
    NONE PC GENERAL USE 175,000
    GIRLSTART
    1400 WEST ANDERSON LANE
    AUSTIN,TX78757
    NONE PC GENERAL USE 30,000
    GIVING BACK - LINDAS LEGACY LTD
    302 BALSAM DRIVE
    SEVERNA PARK,MD21146
    NONE PC GENERAL USE 2,500
    GOODWILL INDUSTRIES OF CENTRAL ILLINOIS
    2319 E WAR MEMORIAL D
    PEORIA,IL61614
    NONE PC GENERAL USE 1,536
    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 580
    HABITAT FOR HUMANITY - NORTH CENTRAL GEORGIA INC
    814 MIMOSA BLVD BUILDING C
    ROSEWELL,GA30075
    NONE PC GENERAL USE 20,000
    HABITAT FOR HUMANITY OF THE CHESAPEAKE INC
    3741 COMMERCE DRIVE NO 309
    BALTIMORE,MD21227
    NONE PC GENERAL USE 136,000
    HAPPY HELPERS FOR THE HOMELESS INC
    10 BROOKFIELD ROAD
    PASADENA,MD21122
    NONE PC GENERAL USE 2,500
    HELPING HAND HOME FOR CHILDREN INC
    3804 AVENUE B
    AUSTIN,TX78751
    NONE PC GENERAL USE 500
    HIDING PLACE INC
    1607 CROMWELL BRIDGE RD
    BALTIMORE,MD21234
    NONE PC GENERAL USE 5,000
    HIGHER ACHIEVEMENT
    1500 UNION AVE 2600
    BALTIMORE,MD21202
    NONE PC GENERAL USE 3,000
    HOMESTRETCH INC
    303 SOUTH MAPLE AVENUE NO 400
    FALLS CHURCH,VA22046
    NONE PC GENERAL USE 10,000
    HOPE INC HELPING OTHER PEOPLE BE EMPOWERED
    3357 MONTHEATH PASS
    DULUTH,GA30096
    NONE PC GENERAL USE 34,500
    HOPEWELL CANCER SUPPORT
    PO BOX 755
    BROOKLANDVILLE,MD21022
    NONE PC GENERAL USE 5,000
    HOUSE OF RUTH MARYLAND INC
    2201 ARGONNE DRIVE
    BALTIMORE,MD21218
    NONE PC GENERAL USE 1,160
    IAN SUPRA MEMORIAL FOUNDATION
    5361 PENWAY DR
    ORLANDO,FL32814
    NONE PC GENERAL USE 3,000
    INJURED MARINE SEMPER FI FUND
    BOX 555193
    CAMP PENDLETON,CA92055
    NONE PC GENERAL USE 1,526
    IRIDESCENT
    532 WEST 22ND STREET
    LOS ANGELES,CA90007
    NONE PC GENERAL USE 50,000
    JACK AND JILL OF AMERICA FOUNDATION INC
    1930 17TH STREET NW
    WASHINGTON,DC20009
    NONE PC GENERAL USE 45,000
    JDRF INTERNATIONAL
    26 BROADWAY 15TH FL
    NEW YORK,NY10004
    NONE PC GENERAL USE 10,500
    JEAN & JOAN FUND
    18585 COASTAL HWY STE 10-151
    REHOBOTH BEACH,DE19971
    NONE PC GENERAL USE 1,500
    JOHN L SCOTT FOUNDATION
    11040 MAIN STREET SUITE 280
    BELLEVUE,WA98004
    NONE PC GENERAL USE 1,800
    JUNIOR ACHIEVEMENT OF ARIZONA INC
    636 W SOUTHERN AVENUE
    TEMPE,AZ85282
    NONE PC GENERAL USE 25,000
    JUNIOR ACHIEVEMENT OF CENTRAL MD
    10711 RED RUN BOULEVARD NO 110
    OWINGS MILLS,MD21117
    NONE PC GENERAL USE 57,500
    JUNIOR ACHIEVEMENT USA
    1 EDUCATION WAY
    COLORADO SPRINGS,CO80906
    NONE PC GENERAL USE 95,000
    KIDPOWER OF COLORADO INC
    10 BOULDER CRESCENT SUITE 100
    COLORADO SPRINGS,CO80903
    NONE PC GENERAL USE 311
    KIDS COALITION AGAINST HUNGER
    PO BOX 930794
    WIXOM,MI48393
    NONE PC GENERAL USE 3,500
    LAKE FORK CLASSIC INC
    1707 DUKE DR
    RICHARDSON,TX75081
    NONE PC GENERAL USE 3,000
    LANE THOMAS FOUNDATION
    10832 OLD MILL ROAD SUITE 5
    OMAHA,NE68154
    NONE PC GENERAL USE 5,000
    LEGACY OF HOPE FOUNDATION
    1427 OGILVIE ROAD SUITE 4B
    GLOUCESTER   K1J 8M7
    UK
    NONE PC GENERAL USE 3,000
    LEIOMYOSARCOMA SUPPORT & DIRECT RESEARCH FOUNDATION
    PO BOX 52697
    TULSA,OK74152
    NONE PC GENERAL USE 10,000
    LITTLE FLOWERS EARLY CHILDHOOD AND DEVELOPMENT CEN
    1526 N FREMONT AVE
    BALTIMORE,MD21217
    NONE PC GENERAL USE 1,500
    LIVING CLASSROOMS FOUNDATION
    802 S CAROLINE ST
    BALTIMORE,MD21231
    NONE PC GENERAL USE 92,000
    MAKE A WISH FOUNDATION OF AMERICA
    4742 N 24TH STREET NO 400
    PHOENIX,AZ85016
    NONE PC GENERAL USE 11,500
    MARCH OF DIMES FOUNDATION
    1275 MAMARONEK AVENUE
    WHITE PLAINS,NY10605
    NONE PC GENERAL USE 1,000
    MARYLAND FOOD BANK
    2200 HALETHORPE FARMS ROAD
    BALTIMORE,MD21227
    NONE PC GENERAL USE 3,050
    MARYLAND NEW DIRECTIONS
    2700 N CHARLES STREET
    BALTIMORE,MD21227
    NONE PC GENERAL USE 10,000
    MENTAL HEALTH AMERICA INC
    500 MONTGOMERY STREET NO 280
    ALEXANDRIA,VA22314
    NONE PC GENERAL USE 25,000
    METAVIVOR RESEARCH AND SUPPORT INC
    1783 FOREST DRIVE
    ANNAPOLIS,MD21401
    NONE PC GENERAL USE 5,000
    MICHIGAN ROUNDTABLE FOR DIVERSITY AND INCLUSION
    3031 W GRAND BLVD STE 535
    DETROIT,MI48202
    NONE PC GENERAL USE 15,000
    MINNESOTA MILITARY FAMILY FOUNDATION
    620 MENDELSSOHN AVE NORTH
    GOLDEN VALLEY,MN55427
    NONE PC GENERAL USE 5,000
    MK LEVEL PLAYING FIELD INSTITUTE
    2148 BROADWAY
    OAKLAND,CA94612
    NONE PC GENERAL USE 30,000
    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 15,500
    MT WASHINGTON PEDIATRIC HOSPITAL INC
    1708 W ROGERS AVENUE
    BALTIMORE,MD21209
    NONE PC GENERAL USE 2,500
    NAMI MARYLAND INC
    10630 LITTLE PATUXENT PKWY NO 475
    COLUMBIA,MD21044
    NONE PC GENERAL USE 3,500
    NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
    4805 MOUNT HOPE DRIVE
    BALTIMORE,MD21215
    NONE PC GENERAL USE 4,000
    NATIONAL BREAST CANCER COALITION
    1010 VERMONT AVENUE NW NO 900
    WASHINGTON,DC20005
    NONE PC GENERAL USE 1,230
    NATIONAL BREAST CANCER FOUNDATION INC
    7460 WARREN PKWY STE 150
    FRISCO,TX75034
    NONE PC GENERAL USE 179
    NATIONAL COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION
    100 W HARRISON NORTH TOWER NO 5
    SEATTLE,WA98119
    NONE PC GENERAL USE 2,210
    NATIONAL MARROW DONOR PROGRAM
    500 N 5TH ST
    MINNEAPOLIS,MN55401
    NONE PC GENERAL USE 1,345
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 3RD AVE FL 3
    NEW YORK,NY10017
    NONE PC GENERAL USE 6,975
    NATIONAL SALES NETWORK
    3575 PIEDMONT RD NE
    ATLANTA,GA30305
    NONE PC GENERAL USE 8,000
    NATIONAL URBAN LEAGUE INC
    80 PINE STREET 9TH FLOOR
    NEW YORK,NY10005
    NONE PC GENERAL USE 6,000
    NATIONWIDE CHILDREN'S HOSPITAL INC
    700 CHILDRENS DRIVE
    COLUMBUS,OH43205
    NONE PC GENERAL USE 1,000
    NAZARETH COMMUNITY
    1197 SEYMOUR AVE
    MONTREAL   H3H 2A4
    CA
    NONE PC GENERAL USE 3,000
    NEGRO LEAGUES BASEBALL MUSEUM INC
    1616 EAST 18TH STREET
    KANSAS CITY,MO64108
    NONE PC GENERAL USE 2,000
    NEIGHBORS IN NEED
    9907 N 118TH E AVE
    OWASSO,OK74055
    NONE PC GENERAL USE 2,000
    NEW YORK ASIAN WOMEN'S CENTER INC
    32 BROADWAY 10TH FLOOR
    NEW YORK,NY10004
    NONE PC GENERAL USE 700
    NEXT ONE UP FOUNDATION INC
    PO BOX 22503
    BALTIMORE,MD21203
    NONE PC GENERAL USE 7,500
    NORTH METRO MIRACLE LEAGUE INC
    2145 JEP WHEELER RD
    WOODSTOCK,GA30188
    NONE PC GENERAL USE 15,000
    NORTON HEALTHCARE FOUNDATION INC
    224 E BROADWAY 5TH FLOOR
    LOUISVILLE,KY40202
    NONE PC GENERAL USE 725
    ONE LOVE FOUNDATION
    119 PONDFIELD ROAD PO BOX 368
    BRONXVILLE,NY10708
    NONE PC GENERAL USE 8,500
    OPERATION GRATITUDE INC
    POST OFFICE BOX 260257
    ENCINO,CA91426
    NONE PC GENERAL USE 9,000
    OPERATION WARM INC
    PO BOX 822431
    PHILADELPHIA,PA19182
    NONE PC GENERAL USE 2,456
    PACKAGES FROM HOME
    5643 N 52ND AVE
    GLENDALE,AZ85301
    NONE PC GENERAL USE 378
    PALESTINE CHILDREN'S RELIEF FUND
    PO BOX 1926
    KENT,OH44240
    NONE PC GENERAL USE 3,000
    PANCREATIC CANCER ACTION NETWORK INC
    1500 ROSECRANS AVE SUITE 200
    MANHATTAN BEACH,CA90266
    NONE PC GENERAL USE 3,000
    PARTNERSHIP AND INSPIRATION FOR ENGINEERING EDUCATION AND ENTREPRENEURSHIP
    3233 MURRAY RD
    FINKSBURG,MD21048
    NONE PC GENERAL USE 3,000
    PAT TILLMAN FOUNDATION
    217 N JEFFERSON STREET SUITE 602
    CHICAGO,IL60661
    NONE PC GENERAL USE 84,400
    PCS FOR PEOPLE
    1481 MARSHALL AVENUE
    ST PAUL,MN55104
    NONE PC GENERAL USE 25,000
    PEDAL THE CAUSE
    7700 FORSYTH BLVD SUITE 1210
    CLAYTON,MO63105
    NONE PC GENERAL USE 1,000
    PELOTONIA
    364 W LANE AVE
    COLUMBUS,OH43201
    NONE PC GENERAL USE 2,000
    PENN STATE HEALTH
    500 UNIVERSITY DR
    HERSHEY,PA17033
    NONE PC GENERAL USE 500
    PER SCHOLAS INC
    804 E 138TH ST FL 2
    BRONX,NY10454
    NONE PC GENERAL USE 2,378,000
    PEYTON'S SMILE
    7730 CATCHFLY LN
    DE FOREST,WI53532
    NONE PC GENERAL USE 3,500
    PLAYERS PHILANTHROPY FUND
    1122 KENILWORTH DRIVE NO 502
    TOWSON,MD21204
    NONE PC GENERAL USE 4,500
    PRINCESS MARGARET CANCER CENTRE
    610 UNIVERSITY AVE
    TORONTO   M5G 2C1
    CA
    NONE PC GENERAL USE 3,000
    PROJECT COMEBACK
    583 ADAMS ST
    HOLLISTON,MA01746
    NONE PC GENERAL USE 3,000
    PURE HEART FOUNDATION
    13560 E MCNICHOLS
    EASTPOINTE,MI48021
    NONE PC GENERAL USE 10,000
    RECREATION DEEDS FOR SPECIAL NEEDS INC
    PO BOX 1081
    EDGEWATER,MD21037
    NONE PC GENERAL USE 2,000
    ROLE MODEL MOVEMENT INC
    47 W POLK ST SUITE 260
    CHICAGO,IL60605
    NONE PC GENERAL USE 680
    SAE FOUNDATION
    400 COMMONWEALTH
    WARRENDALE,PA15096
    NONE PC GENERAL USE 27,000
    SECOND HARVEST FOOD BANK
    700 EDWARDS AVE
    NEW ORLEANS,LA70123
    NONE PC GENERAL USE 2,500
    SKILLSUSA FOUNDATION INC
    14001 SKILLSUSA WAY
    LEESBURG,VA20176
    NONE PC GENERAL USE 1,149,000
    SOCIETY OF HISPANIC PROFESSIONAL ENGINEERS
    13181 CROSSROADS PARKWAY NORTH
    CITY OF INDUSTRY,CA91746
    NONE PC GENERAL USE 42,500
    SOS CHILDREN'S VILLAGES FLORIDA INC
    3681 NW 59TH PLACE
    COCONUT CREEK,FL33073
    NONE PC GENERAL USE 1,000
    SOUTHERN POVERTY LAW CENTER INC
    PO BOX 548
    MONTGOMERY,AL36104
    NONE PC GENERAL USE 2,000
    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 275,502
    SPECIAL OLYMPICS OREGON INC
    419 NE 10TH AVE
    PORTLAND,OR97232
    NONE PC GENERAL USE 3,000
    SPECIAL OLYMPICS WASHINGTON
    2815 2ND AVE SUITE 370
    SEATTLE,WA98121
    NONE PC GENERAL USE 3,000
    SPONSORS FOR EDUCATIONAL OPPORTUNITY INC
    55 EXCHANGE PLACE
    NEW YORK,NY10005
    NONE PC GENERAL USE 50,000
    SQUARE ROOT ACADEMY
    2417 21ST STREET
    SACRAMENTO,CA95816
    NONE PC GENERAL USE 5,000
    ST JOHN'S WELL CHILD AND FAMILY CENTER
    808 W 58TH STREET
    LOS ANGELES,CA90037
    NONE PC GENERAL USE 5,000
    ST MARY'S FOOD BANK ALLIANCE
    2831 N 31ST AVE
    PHOENIX,AZ85009
    NONE PC GENERAL USE 200
    ST MARYS SERVICES
    510 N PLUM GROVE ROAD
    PALATINE,IL60067
    NONE PC GENERAL USE 1,000
    ST BALDRICK'S FOUNDATION
    1333 SOUTH MAYFLOWER AVE SUITE 400
    MONROVIA,CA91016
    NONE PC GENERAL USE 13,000
    ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    NONE PC GENERAL USE 12,179
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BOULEVARD
    STATEN ISLAND,NY10306
    NONE PC GENERAL USE 3,000
    STOP SOLDIER SUICIDE INC
    PO BOX 110605
    DURHAM,NC27707
    NONE PC GENERAL USE 1,000
    TAHIRIH JUSTICE CENTER
    6402 ARLINGTON BOULEVARD NO 300
    FALLS CHURCH,VA22042
    NONE PC GENERAL USE 3,000
    TEACH FOR AMERICA
    2601 N HOWARD STREET SUITE 300
    BALTIMORE,MD21218
    NONE PC GENERAL USE 20,000
    THE ALS ASSOCIATION ARIZONA CHAPTER
    360 E CORONADO RD 140
    PHOENIX,AZ85004
    NONE PC GENERAL USE 3,000
    THE BALTIMORE CHILDREN'S MUSEUM INC
    35 MARKET PLACE
    BALTIMORE,MD21202
    NONE PC GENERAL USE 3,000
    THE CAJUN NAVY RELIEF INC
    935 GRAVIER STREET
    NEW ORLEANS,LA70112
    NONE PC GENERAL USE 2,500
    THE CHARTWELL FOUNDATION
    1 CHARTWELL DR
    SEVERNA PARK,MD21146
    NONE PC GENERAL USE 1,000
    THE CONSCIOUS KID
    9226 REGENTS RD
    LA JOLLA,CA92037
    NONE PC GENERAL USE 25,000
    THE DIVERSITY ATTORNEY PIPELINE PROGRAM NFP
    180 N STETSON AVE
    CHICAGO,IL60601
    NONE PC GENERAL USE 2,000
    THE DONNA FOUNDATION INC
    11762 MARCO BEACH DR NO 6
    JACKSONVILLE,FL32224
    NONE PC GENERAL USE 315
    THE EMPOWERMENT PLAN
    7640 KERCHEVAL AVENUE
    DETROIT,MI48214
    NONE PC GENERAL USE 1,513
    THE FIRST TEE OF CHICAGO FOUNDATION
    111 E WACKER DR STE 2800
    CHICAGO,IL60601
    NONE PC GENERAL USE 10,000
    THE GLOBAL FOUNDATION FOR PEROXISOMAL DISORDERS
    5147 S HARVARD AVE SUITE 181
    TULSA,OK74135
    NONE PC GENERAL USE 1,500
    THE HELPING UP MISSION INC
    1029 E BALTIMORE STREET
    BALTIMORE,MD21202
    NONE PC GENERAL USE 500
    THE HOLE IN THE WALL GANG FUND
    555 LONG WHARF DRIVE
    NEW HAVEN,CT06511
    NONE PC GENERAL USE 5,000
    THE INTERNATIONAL RHINO FOUNDATION
    201 MAIN STREET SUITE 2600
    FORT WORTH,TX76102
    NONE PC GENERAL USE 500
    THE LEUKEMIA & LYMPHOMA SOCIETY INC
    1311 MAMARONECK AVENUE SUITE 310
    WHITE PLAINS,NY10605
    NONE PC GENERAL USE 15,108
    THE LILABEAN FOUNDATION
    105 ROCKDALE DR
    SILVER SPRING,MD20901
    NONE PC GENERAL USE 20,000
    THE NEW YORK URBAN LEAGUE INC
    204 WEST 136TH STREET
    NEW YORK,NY10030
    NONE PC GENERAL USE 10,000
    THE RUN THE RACE CLUB
    874 HELENHURST CT
    WESTERVILLE,OH43081
    NONE PC GENERAL USE 1,500
    THE SOCIETY OF ASIAN SCIENTISTS AND ENGINEERS
    PO BOX 11179
    DENVER,CO80211
    NONE PC GENERAL USE 28,000
    THE TREVOR PROJECT
    PO BOX 69232
    WEST HOLLYWOOD,CA90069
    NONE PC GENERAL USE 2,365
    THE V FOUNDATION
    14600 WESTON PARKWAY
    CARY,NC27513
    NONE PC GENERAL USE 385
    THERE WITH CARE
    2825 WILDERNESS PLACE
    BOULDER,CO80301
    NONE PC GENERAL USE 1,500
    THOMAS WALLINS FIGHT AGAINST MCADD
    14333 RED GAUNTLET ST
    WAVERLY,NE68462
    NONE PC GENERAL USE 1,112
    THURGOOD MARSHALL COLLEGE FUND
    901 F STREET NW NO 300
    WASHINGTON,DC20004
    NONE PC GENERAL USE 250,000
    TIME OUT YOUTH
    3800 MONROE RD
    CHARLOTTE,NC28205
    NONE PC GENERAL USE 5,000
    TOGETHER WE RISE
    560 W LAMBERT ROAD
    BREA,CA92821
    NONE PC GENERAL USE 7,726
    TRAILS FOR YOUTH ORG
    6109 FOX HILL ST
    SPRINGFIELD,VA22150
    NONE PC GENERAL USE 3,000
    TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND INC
    20 W 20TH ST STE 705
    NEW YORK,NY10011
    NONE PC GENERAL USE 490
    TREVOR BARTON MEMORIAL FOUNDATION
    475 HUNTINGDON DRIVE
    LONDON   N6C 4H9
    UK
    NONE PC GENERAL USE 1,586
    TULSA COMMUNITY FOUNDATION
    7030 S YALE AVE STE 600
    TULSA,OK74136
    NONE PC GENERAL USE 2,500
    TURNOUT INC
    PO BOX 11137
    OAKLAND,CA94611
    NONE PC GENERAL USE 1,015
    UMB CURE SCHOLARS PROGRAM
    620 WEST LEXINGTON ST
    BALTIMORE,MD21201
    NONE PC GENERAL USE 1,000
    UNCUFFED MINISTRIES
    5400 LOCH RAVEN BLVD
    BALTIMORE,MD21239
    NONE PC GENERAL USE 1,000
    UNITED CHARITABLE
    8201 GREENSBORO DRIVE
    TYSONS,VA22102
    NONE PC GENERAL USE 2,000
    UNITED NATIONS FOUNDATION
    1750 PENNSYLVANIA AVENUE NW SUITE
    300
    WASHINGTON,DC20006
    NONE PC GENERAL USE 2,500
    UNITED STATES CONFERENCE OF CATHOLIC BISHOPS
    3211 4TH STREET NE
    WASHINGTON,DC20017
    NONE PC GENERAL USE 2,000
    UNITED STATES FUND FOR UNICEF
    125 MAIDEN LANE 10TH FLOOR
    NEW YORK,NY10038
    NONE PC GENERAL USE 213
    UNITED WAY OF CENTRAL MARYLAND
    1800 WASHINGTON BLVD 340
    BALTIMORE,MD21230
    NONE PC GENERAL USE 24,000
    UNIVERSITY DISTRICT SERVICE LEAGUE
    5017 ROOSEVELT WAY NE
    SEATTLE,WA98105
    NONE PC GENERAL USE 262
    UNIVERSITY OF COLORADO FOUNDATION
    1800 GRANT STREET SUITE 725
    DENVER,CO80203
    NONE PC GENERAL USE 2,000
    UNIVERSITY OF TEXAS FOUNDATION
    9011 MOUNTAIN RIDGE DR SUITE 150
    AUSTIN,TX78759
    NONE PC GENERAL USE 1,000
    UPRISING CHILD INC
    825 CHESSE FACTORY RD
    HONEOYE,NY14472
    NONE PC GENERAL USE 3,000
    URBAN LEAGUE OF DETROIT AND SOUTHEASTERN MICHIGAN
    208 MACK AVENUE
    DETROIT,MI48201
    NONE PC GENERAL USE 10,000
    URBAN LEAGUE OF GREATER ATLANTA
    229 PEACHTREE ST STE 300
    ATLANTA,GA30303
    NONE PC GENERAL USE 10,000
    URBAN LEAGUE OF LONG ISLAND INC
    100 TERMINAL DRIVE
    PLAINVIEW,NY11803
    NONE PC GENERAL USE 10,000
    URBAN LEAGUE OF PORTLAND
    10 N RUSSELL ST
    PORTLAND,OR97227
    NONE PC GENERAL USE 10,000
    URBAN LEAGUE OF THE GREATER SAN FRANCISCO BAY AREA
    90 ATHOL AVE
    OAKLAND,CA94606
    NONE PC GENERAL USE 10,000
    VETS2INDUSTRY FOUNDATION INC
    77 PROVIDENT PL
    DOUGLASVILLE,GA30134
    NONE PC GENERAL USE 5,000
    WASHINGTON HEADS OF OFFICE LEADERSHIP COUNCIL
    555 13TH STREET NW
    WASHINGTON,DC20004
    NONE PC GENERAL USE 2,500
    WAYNE STATE UNIVERSITY FOUNDATION
    5700 CASS AVENUE AAB NO 4900
    DETROIT,MI48202
    NONE PC GENERAL USE 25,000
    WESLEY HOUSE INC
    4141 E DICKENSON PL
    DENVER,CO80222
    NONE PC GENERAL USE 3,000
    WESTSIDE COMMUNITY CENTER INC
    1100 W FRANKLIN ST
    ANDERSON,SC29624
    NONE PC GENERAL USE 3,000
    WHITNEYSTRONG
    1355 BARDSTOWN ROAD 242
    LOUISVILLE,KY40205
    NONE PC GENERAL USE 5,000
    WOODY WILLIAMS FOUNDATION
    12123 SHELBYVILLE RD STE 100
    LOUISVILLE,KY40243
    NONE PC GENERAL USE 1,000
    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 1,000
    WREATHS ACROSS AMERICA
    4 POINT STREET
    COLUMBIA FALLS,ME04623
    NONE PC GENERAL USE 25,000
    YOUNG LIFE
    420 N CASCADE AVENUE
    COLORADO SPRINGS,CO80903
    NONE PC GENERAL USE 5,000
    Total .................................bullet 3a 6,896,303
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,396,626  
    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 1,755,675 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,755,675
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 N/A
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    $ 2,000,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 2021 InvestmentsCorpStockSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD 19,051,306 19,051,306

    TY 2021 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 8 0 0


    TY 2021 OtherExpensesSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 315 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BANK OF AMERICA CLASS ACTION PROCEEDS 626 626 626


    TY 2021 OtherIncreasesSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Description Amount
    UNREALIZED GAIN/LOSS ON INVESTMENTS 1,466,403
    VOIDED CHECKS 6,222


    TY 2021 OtherLiabilitiesSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Description Beginning of Year - Book Value End of Year - Book Value
    UNCLEARED CHECKS 198,558 432,724


    TY 2021 TaxesSchedule
    Name:
    ALLEGIS GROUP FOUNDATION INC
    EIN:
    31-1608900
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 15,000 0   0
    FOREIGN TAXES 7,414 7,414   0