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
CHARLES F AND MARGARET MH OBRECHT
FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)3600 ODONNELL STREET 960
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21224
A Employer identification number

52-1827208
B Telephone number (see instructions)

(410) 327-4040
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$3,049,972
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) 6,088
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 41,827 40,607 41,827
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 127,978
b Gross sales price for all assets on line 6a 136,266
7 Capital gain net income (from Part IV, line 2)... 127,978
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).......      
12 Total. Add lines 1 through 11........ 175,893 168,585 41,827
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,250 0 0 3,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 544 25 0 544
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4 0 0 4
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,798 25 0 3,798
25 Contributions, gifts, grants paid....... 161,025 161,025
26 Total expenses and disbursements. Add lines 24 and 25 164,823 25 0 164,823
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,070
b Net investment income (if negative, enter -0-) 168,560
c Adjusted net income (if negative, enter -0-)... 41,827
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............. 47,594 19,356 19,356
2 Savings and temporary cash investments.........      
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)....... 910,454 Click to see attachment952,761 3,030,616
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 958,048 972,117 3,049,972
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 958,048 972,117
30 Total liabilities and net assets/fund balances (see instructions). 958,048 972,117
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
958,048
2
Enter amount from Part I, line 27a .....................
2
11,070
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,999
4
Add lines 1, 2, and 3 ..........................
4
972,117
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
972,117
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 VANGUARD #0924 P 2000-04-13 2021-09-17
b VANGUARD #0924 P   2021-08-02
c VANGUARD #0924 P 2020-12-16 2021-12-17
d CAPITAL GAINS DIVIDENDS P    
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 86,754   1,414 85,340
b 64     64
c 6,874   6,874 0
d 42,574     42,574
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       85,340
b       64
c       0
d       42,574
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 2 127,978
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 0
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 2,343
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 2,343
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 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 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 12
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,355
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletWELLS OBRECHT Telephone no.bullet (410) 327-4040

    Located atbullet3600 ODONNELL STREET STE 960BALTIMOREMD ZIP+4bullet21224
    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
     
     
    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
    CHARLES F OBRECHT PRESIDENT (AS NEEDED)
    0.00
    0 0 0
    3600 ODONNELL STREET SUITE 960
    BALTIMORE,MD21224
    MARGARET MH OBRECHT SECRETARY/TREASURER
    0.00
    0 0 0
    3600 ODONNELL STREET SUITE 960
    BALTIMORE,MD21224
    DW WELLS OBRECHT VICE PRESIDENT (AS NEEDED)
    0.00
    0 0 0
    3600 ODONNELL STREET SUITE 960
    BALTIMORE,MD21224
    MARY G BABB VICE PRESIDENT (AS NEEDED)
    0.00
    0 0 0
    3600 ODONNELL STREET SUITE 960
    BALTIMORE,MD21224
    BOB BABB VICE PRESIDENT (AS NEEDED)
    0.00
    0 0 0
    3600 ODONNELL STREET SUITE 960
    BALTIMORE,MD21224
    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  
    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  
    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
    2,832,525
    b
    Average of monthly cash balances.......................
    1b
    70,472
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,902,997
    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
    2,902,997
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    43,545
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,859,452
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    142,973
    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
    142,973
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,343
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,343
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    140,630
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    140,630
    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
    140,630
    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 7 140,630
    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......  
    b From 2017...... 4,441
    c From 2018......  
    d From 2019...... 633
    e From 2020......  
    f Total of lines 3a through e ........ 5,074
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 164,823
    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..... 140,630
    e Remaining amount distributed out of corpus 24,193
    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 29,267
    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) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    29,267
    10 Analysis of line 9:
    a Excess from 2017.... 4,441
    b Excess from 2018....  
    c Excess from 2019.... 633
    d Excess from 2020....  
    e Excess from 2021.... 24,193
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ALZEIMERS ASSOCIATION
    BALTIMORE
    BALTIMORE,MD21202
    NONE   GENERAL OPERATING SUPPORT 1,000
    BALTIMORE SCHOOL FOR THE ARTS
    712 CATHEDRAL ST
    BALTIMORE,MD21201
    NONE   GENERAL OPERATING SUPPORT 200
    BARNSTORMERS THEATER
    104 MAIN ST
    TAMWORTH,NH03886
    NONE   GENERAL OPERATING SUPPORT 400
    BENEDICTINE SISTERS
    2229 W JOPPA RD
    BALTIMORE,MD21093
    NONE   GENERAL OPERATING SUPPORT 75
    BLUE WATER
    2631 SISSON STREET
    BALTIMORE,MD21211
    NONE   GENERAL OPERATING SUPPORT 300
    BROWN MEMORIAL CHURCH
    BALTIMORE
    BALTIMORE,MD21202
    NONE   GENERAL OPERATING SUPPORT 31,500
    BROWN MEMORIAL CHURCH TUTORING
    BALTIMORE
    BALTIMORE,MD21202
    NONE   GENERAL OPERATING SUPPORT 4,250
    BRYN MAWR SCHOOL
    109 W MELROSE AVE
    BALTIMORE,MD21210
    NONE   GENERAL OPERATING SUPPORT 7,500
    CASA
    305 W CHESAPEAKE AVE
    TOWSON,MD21204
    NONE   GENERAL OPERATING SUPPORT 300
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVE
    ANNAPOLIS,MD21403
    NONE   GENERAL OPERATING SUPPORT 500
    CHOCORUA CHAPEL ASSOCIATION
    PO BOX 356
    HOLDERNESS,NH03245
    NONE   GENERAL OPERATING SUPPORT 300
    CMTA
    BOX 105
    GLENOLDEN,PA19036
    NONE   GENERAL OPERATING SUPPORT 500
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FLOOR
    NEW YORK,NY10006
    NONE   GENERAL OPERATING SUPPORT 850
    ECUMENICAL INSTITUTE
    5400 ROLAND AVE
    BALTIMORE,MD21210
    NONE   GENERAL OPERATING SUPPORT 500
    FALLSTON ANIMAL RESCUE
    2725 FALLSTON RD
    FALLSTON,MD21047
    NONE   GENERAL OPERATING SUPPORT 300
    FARAJA FUND FOUNDATION
    8919 PARK RD SUITE 249
    CHARLOTTE,NC28210
    NONE   GENERAL OPERATING SUPPORT 250
    FRIENDS OF THE ORPHANS
    134 NORTH LA SALLE ST SUITE 500
    CHICAGO,IL60602
    NONE   GENERAL OPERATING SUPPORT 2,000
    GILBERT SANDLER FUND
    BALTIMORE
    BALTIMORE,MD21202
    NONE   GENERAL OPERATING SUPPORT 400
    GILMAN SCHOOL DEVELOPMENT OFFICE
    5407 ROLAND AVE
    BALTIMORE,MD21210
    NONE   GENERAL OPERATING SUPPORT 1,500
    GOUCHER COLLEGE
    1021 DULANEY VALLEY RD
    BALTIMORE,MD21204
    NONE   GENERAL OPERATING SUPPORT 3,000
    HAND IN HAND
    PO BOX 80102
    PORTLAND,OR87280
    NONE   GENERAL OPERATING SUPPORT 2,500
    HEAVEN ON EARTH NOW
    BALTIMORE
    BALTIMORE,MD21202
    NONE   GENERAL OPERATING SUPPORT 250
    HELPING UP MISSION
    1029 E BALTIMORE ST
    BALTIMORE,MD21202
    NONE   GENERAL OPERATING SUPPORT 500
    HOLOCAUST MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024
    NONE   GENERAL OPERATING SUPPORT 4,250
    HOUSE OF RUTH
    5 THOMAS CIR NW 4
    WASHINGTON,DC20005
    NONE   GENERAL OPERATING SUPPORT 500
    ICJS
    956 DULANEY VALLEY RD
    TOWSON,MD21204
    NONE   GENERAL OPERATING SUPPORT 33,500
    INTERNATIONAL RESCUE COMMUNITY
    8719 COLESVILLE RD 3RD FLOOR
    SILVER SPRING,MD20910
    NONE   GENERAL OPERATING SUPPORT 500
    IVY FOUNDATION
    43 PROSPECT AVE
    PRINCETON,NJ08540
    NONE   GENERAL OPERATING SUPPORT 350
    J STREET
    PO BOX 66073
    WASHINGTON,DC20035
    NONE   GENERAL OPERATING SUPPORT 350
    JEMICY SCHOOL
    11202 GARRISON FOREST RD
    OWNINGS MILLS,MD21117
    NONE   GENERAL OPERATING SUPPORT 500
    JOHNS HOPKINS CHILDREN'S CENTER
    1800 ORLEANS ST
    BALTIMORE,MD21287
    NONE   GENERAL OPERATING SUPPORT 1,000
    KIDS IN NEED OF DEFENSE
    1201 L ST NW
    WASHINGTON,DC20005
    NONE   GENERAL OPERATING SUPPORT 500
    LAKE REGION CONSERVATION TRUST
    156 DANE RD
    CENTER HARBOR,NH03226
    NONE   GENERAL OPERATING SUPPORT 2,750
    LOVE IN THE TRENCHES
    PO BOX 550
    BROOKLANDVILLE,MD21022
    NONE   GENERAL OPERATING SUPPORT 500
    MARYLAND FOOD BANK
    2200 HALETHORPE FARMS RD
    BALTIMORE,MD21227
    NONE   GENERAL OPERATING SUPPORT 3,000
    MARYLAND PUBLIC TELEVISION
    11767 OWNINGS MILLS BLVD
    OWNINGS MILLS,MD21117
    NONE   GENERAL OPERATING SUPPORT 750
    MEALS ON WHEELS OF CENTRAL MD
    515 S HAVEN STREET
    BALTIMORE,MD21224
    NONE   GENERAL OPERATING SUPPORT 1,500
    NATIONAL ASSOC CATH CHAPL
    4915 S HOWELL AVENUE STE 501
    MILWAUKEE,WI53207
    NONE   GENERAL OPERATING SUPPORT 200
    NOLAN ROBINSON FOUNDATION
    BALTIMORE
    BALTIMORE,MD21202
    NONE   GENERAL OPERATING SUPPORT 1,000
    OXFAM
    1101 17TH ST NW 1300
    WASHINGTON,DC20036
    NONE   GENERAL OPERATING SUPPORT 500
    PARKS AND PEOPLE FOUNDATION
    2100 LIBERTY HEIGHTS AVE
    BALTIMORE,MD21217
    NONE   GENERAL OPERATING SUPPORT 550
    PAUL'S PLACE
    BALTIMORE
    BALTIMORE,MD21202
    NONE   GENERAL OPERATING SUPPORT 700
    PLANNED PARENTHOOD
    1110 VERMONT AVE NW
    WASHINGTON,DC20005
    NONE   GENERAL OPERATING SUPPORT 1,200
    PRINCETON UNIVERSITY
    PRINCETON UNIVERSITY
    PRINCETON,NJ08544
    NONE   GENERAL OPERATING SUPPORT 1,000
    ROLAND PARK COMMUNITY ASSOCIATION
    5115 ROLAND AVE
    BALTIMORE,MD21210
    NONE   GENERAL OPERATING SUPPORT 500
    ROLAND PARK ELEMENTARY SCHOOL
    5207 ROLAND AVE
    BALTIMORE,MD21210
    NONE   GENERAL OPERATING SUPPORT 300
    SAMARITAN COMMUNITY
    1401 BOLTON ST
    BALTIMORE,MD21217
    NONE   GENERAL OPERATING SUPPORT 1,000
    SISTER'S ACADEMY
    139 1ST AVE
    BALTIMORE,MD21227
    NONE   GENERAL OPERATING SUPPORT 1,500
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
    NONE   GENERAL OPERATING SUPPORT 300
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    4600 FAIRFAX DR 900
    ARLINGTON,VA22203
    NONE   GENERAL OPERATING SUPPORT 250
    ST MARY'S SEMINARY
    5400 ROLAND AVE
    BALTIMORE,MD21210
    NONE   GENERAL OPERATING SUPPORT 4,500
    ST TIMOTHY'S SCHOOL
    8400 GREENSPRING AVENUE
    STEVENSON,MD21153
    NONE   GENERAL OPERATING SUPPORT 250
    TEACH FOR AMERICA
    1805 7TH STREET NW
    WASHINGTON,DC20001
    NONE   GENERAL OPERATING SUPPORT 250
    TURNAROUND TUESDAY
    1601 E PRESTON STREET
    BALTIMORE,MD21213
    NONE   GENERAL OPERATING SUPPORT 1,500
    WALTERS ART MUSEUM
    600 N CHARLES ST
    BALTIMORE,MD21201
    NONE   GENERAL OPERATING SUPPORT 500
    WBJC
    6776 REISTERSTOWN RD
    BALTIMORE,MD21215
    NONE   GENERAL OPERATING SUPPORT 300
    WELL FOR THE JOURNEY
    BALTIMORE
    BALTIMORE,MD21202
    NONE   GENERAL OPERATING SUPPORT 500
    WILLIAM SACCO FOUNDATION
    PO BOX 550
    BROOKLANDVILLE,MD21022
    NONE   GENERAL OPERATING SUPPORT 250
    WILMER EYE INSTITUTE
    BETHESDA CROSSING WEST TOWER 7315
    WISCONSIN AVE 610
    BETHESDA,MD20814
    NONE   GENERAL OPERATING SUPPORT 300
    WYPR
    2216 N CHARLES ST
    BALTIMORE,MD21218
    NONE   GENERAL OPERATING SUPPORT 2,000
    YOUNG VICTORIAN THEATER
    5204 ROLAND AVENUE
    BALTIMORE,MD21210
    NONE   GENERAL OPERATING SUPPORT 2,500
    AMERICAN RED CROSS
    8550 ARLINGTON BLVD
    FAIRFAX,VA22031
    NONE   GENERAL OPERATING SUPPORT 1,450
    ARC BALTIMORE
    7215 YORK ROAD
    BALTIMORE,MD21212
    NONE   GENERAL OPERATING SUPPORT 250
    BALTIMORE COMMUNITY FOUNDATION
    11 E MOUNT ROYAL AVE
    BALTIMORE,MD21202
    NONE   GENERAL OPERATING SUPPORT 500
    BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST
    808 N CHARLES ST
    BALTIMORE,MD21201
    NONE   GENERAL OPERATING SUPPORT 1,500
    BALTIMORE URBAN BASEBALL ASSOCIATION
    1205 S CAREY ST
    BALTIMORE,MD21230
    NONE   GENERAL OPERATING SUPPORT 500
    BALTO LEADERSHIP SCHOOL FOR YOUNG WOMEN
    128 W FRANKLIN ST
    BALTIMORE,MD21201
    NONE   GENERAL OPERATING SUPPORT 1,000
    CARE
    PO BOX 7039
    MERRIFIELD,VA22116
    NONE   GENERAL OPERATING SUPPORT 200
    CENTER FOR CARBON REMOVAL
    1140 3RD ST NE
    WASHINGTON,DC20002
    NONE   GENERAL OPERATING SUPPORT 500
    CENTRAL SUSQUEHANNA FOUNDATION
    725 W FRONT ST
    BERWICK,PA18603
    NONE   GENERAL OPERATING FUND 1,000
    CHRISTIAN CENTURY
    104 S MICHIGAN AVENUE SUITE 1100
    CHICAGO,IL60603
    NONE   GENERAL OPERATING SUPPORT 400
    CLEAN AIR TASK FORCE
    114 STATE STREET 6TH FLOOR
    BOSTON,MA02109
    NONE   GENERAL OPERATION SUPPORT 500
    COLONIAL WILLIAMSBURG
    101 VISITOR CENTER DRIVE
    WILLIAMSBURG,VA23185
    NONE   GENERAL OPERATION SUPPORT 200
    COMMUNITY CHURCH OF SANDWICH
    12 CHURCH STREET CENTER
    SANDWICH,NH03227
    NONE   GENERAL OPERATION SUPPORT 200
    FRIENDS OF MOULTONBOROUGH LIBRARY
    4 HOLLAND ST
    MOULTONBOROUGH,NH03254
    NONE   GENERAL OPERATION SUPPORT 250
    FRIENDS OF SMITHSONIAN
    PO BOX 37012 SI BUILDING ROOM 153
    MRC 010
    WASHINGTON,DC20013
    NONE   GENERAL OPERATION SUPPORT 200
    FUSION PARTNERSHIPS INC
    1601 GUILFORD AVE 2 SOUTH
    BALTIMORE,MD21202
    NONE   GENERAL OPERATION SUPPORT 600
    HENDERSON HOPKINS
    2100 ASHLAND AVE
    BALTIMORE,MD21205
    NONE   GENERAL OPERATION SUPPORT 500
    INST ISLAMIC CHRISTIAN JEWISH STUDIES
    956 DULANEY VALLEY RD
    TOWSON,MD21204
    NONE   GENERAL OPERATION SUPPORT 5,000
    LAKE REGION FOOD PANTRY
    977 WHITTIER HWY
    MOULTONBOROUGH,NH03254
    NONE   GENERAL OPERATION SUPPORT 250
    MCDONOGH SCHOOL
    8600 MCDONOGH RD
    OWINGS MILLS,MD21117
    NONE   GENERAL OPERATION SUPPORT 250
    NATIONAL CATHOLIC CENTER
    600 REED RD SUITE 102
    BROOMMALL,PA19008
    NONE   GENERAL OPERATION SUPPORT 400
    NATIONAL INSTITUTE OF MENTAL HEALTH
    6001 EXECUTIVE BOULEVARD ROOM 6200
    MSC 9663
    BETHESDA,MD20892
    NONE   GENERAL OPERATION SUPPORT 250
    OUR DAILY BREAD CATHOLIC CHARITIES
    725 FALLSWAY
    BALTIMORE,MD21202
    NONE   GENERAL OPERATION SUPPORT 500
    PRESBYTERY OF BALTIMORE
    5400 LOCH RAVEN BLVD
    BALTIMORE,MD21239
    NONE   GENERAL OPERATION SUPPORT 1,000
    PRESERVATION MARYLAND
    3600 CLIPPER MILL ROAD 248
    BALTIMORE,MD21211
    NONE   GENERAL OPERATION SUPPORT 500
    READ AHEAD
    50 BROAD ST 1720
    NEW YORK,NY10004
    NONE   GENERAL OPERATION SUPPORT 250
    SALVATION ARMY
    1114 N CALVERT ST 36
    BALTIMORE,MD21202
    NONE   GENERAL OPERATION SUPPORT 200
    SAVE THE CHILDREN
    501 KINGS HWY E SUITE 400
    FAIRFIELD,CT06825
    NONE   GENERAL OPERATION SUPPORT 300
    SEED SCHOOL OF MD
    200 FONT HILL AVE
    BALTIMORE,MD21223
    NONE   GENERAL OPERATION SUPPORT 500
    SPRINGBOARD COMMUNITY SERVICES
    4623 FALLS RD
    BALTIMORE,MD21209
    NONE   GENERAL OPERATION SUPPORT 3,250
    ST KIZITO FOUNDATION
    25187 CHASE DR
    NORTH OLMSTED,OH44070
    NONE   GENERAL OPERATION SUPPORT 200
    ST VINCENT DE PAUL
    2305 N CHARLES ST
    BALTIMORE,MD21218
    NONE   GENERAL OPERATION SUPPORT 1,000
    TOO YOUNG TO WED
    1112 MAIN STREET FIRST FLOOR
    PEEKSKILL,NY10566
    NONE   GENERAL OPERATION SUPPORT 500
    UMBF INC
    220 ARCH ST 13TH FLOOR
    BALTIMORE,MD21201
    NONE   GENERAL OPERATION SUPPORT 1,000
    UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038
    NONE   GENERAL OPERATION SUPPORT 5,000
    UNITED SOUTH END SETTLEMENTS
    48 RUTLAND ST
    BOSTON,MA02118
    NONE   GENERAL OPERATION SUPPORT 250
    Total .................................bullet 3a 161,025
    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 ............
        18 127,978  
    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) .. 0 169,805 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    169,805
    (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.)
    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
    CHARLES F AND MARGARET MH OBRECHT
    FAMILY FOUNDATION INC
    Employer identification number

    52-1827208
    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
    CHARLES F AND MARGARET MH OBRECHT
    FAMILY FOUNDATION INC
    Employer identification number
    52-1827208
    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
    CHARLES F OBRECHT
    3600 ODONNELL STREET SUITE 960
     
    BALTIMORE, MD21224

    $ 6,088


    (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
    CHARLES F AND MARGARET MH OBRECHT
    FAMILY FOUNDATION INC
    Employer identification number

    52-1827208
    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
    1
    20 SHARES OF AMAZON STOCK $ 1,088 2021-07-26
    (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
    CHARLES F AND MARGARET MH OBRECHT
    FAMILY FOUNDATION INC
    Employer identification number

    52-1827208
    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:
    CHARLES F AND MARGARET MH OBRECHT
     
    FAMILY FOUNDATION INC
    EIN:
    52-1827208
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WEYRICH, CRONIN & SORRA 3,250 0 0 3,250

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CHARLES F AND MARGARET MH OBRECHT
     
    FAMILY FOUNDATION INC
    EIN:
    52-1827208
    Name of Stock End of Year Book Value End of Year Fair Market Value
    T ROWE PRICE 330,105 499,371
    VANGUARD 622,656 2,531,245

    TY 2021 OtherExpensesSchedule
    Name:
    CHARLES F AND MARGARET MH OBRECHT
     
    FAMILY FOUNDATION INC
    EIN:
    52-1827208
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 4 0 0 4


    TY 2021 OtherIncreasesSchedule
    Name:
    CHARLES F AND MARGARET MH OBRECHT
     
    FAMILY FOUNDATION INC
    EIN:
    52-1827208
    Description Amount
    PRIOR PERIOD ADJUSTMENT - INVESTMENT COST BASIS 2,999


    TY 2021 SubstantialContributorsSch
    Name:
    CHARLES F AND MARGARET MH OBRECHT
     
    FAMILY FOUNDATION INC
    EIN:
    52-1827208
    Name Address
    CHARLES OBRECHT 9475 DEERECO ROAD SUITE 400
    TIMONIUM,MD21093


    TY 2021 TaxesSchedule
    Name:
    CHARLES F AND MARGARET MH OBRECHT
     
    FAMILY FOUNDATION INC
    EIN:
    52-1827208
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UNITED STATES TREASURY 519 0 0 519
    FOREIGN TAXES PAID 25 25 0 25