Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE MARION I & HENRY J KNOTT
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)3904 HICKORY AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21211
A Employer identification number

52-1517876
B Telephone number (see instructions)

(410) 235-7068
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$60,371,555J 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 Check right arrow.............
3 Interest on savings and temporary cash investments 2,754 2,754  
4 Dividends and interest from securities... 158,673 158,673  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 809,475
b Gross sales price for all assets on line 6a 2,471,724
7 Capital gain net income (from Part IV, line 2)... 809,475
8 Net short-term capital gain.........  
9 Income modifications........... 43,000
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-254,230 1,258,473 0
12 Total. Add lines 1 through 11........ 716,672 2,229,375 43,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 136,950 13,695 0 123,255
14 Other employee salaries and wages...... 195,052 18,393 0 176,659
15 Pension plans, employee benefits....... 63,285 4,513 0 58,772
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,185 593 0 592
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,220 25,480 0 12,740
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
303,806 297,578 0 6,228
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
51,360 2,585 0 22,981
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
12,713 1,229 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 19,023 0 0 19,023
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
131,040 9,648 0 131,872
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 952,634 373,714 0 552,122
25 Contributions, gifts, grants paid....... 2,891,973 3,194,149
26 Total expenses and disbursements. Add lines 24 and 25 3,844,607 373,714 0 3,746,271
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,127,935
b Net investment income (if negative, enter -0-) 1,855,661
c Adjusted net income (if negative, enter -0-)... 43,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 162,236 99,735 99,735
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow60,644
Less: allowance for doubtful accounts right arrow   102,341 60,644 60,644
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow85,000
Less: allowance for doubtful accounts right arrow0 25,000 85,000 85,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,728 4,688 4,688
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 72,336,964 Click to see attachment
List of Attached Documents:
// Content
59,727,634 		59,727,634
14 Land, buildings, and equipment: basis right arrow737,613
Less: accumulated depreciation (attach schedule) right arrow343,759 406,567 Click to see attachment
List of Attached Documents:
// Content
393,854 		393,854
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 73,035,836 60,371,555 60,371,555
Liabilities 17 Accounts payable and accrued expenses..........   10,480
18 Grants payable................. 517,176 215,000
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 517,176 225,480
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 72,518,660 60,146,075
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 72,518,660 60,146,075
30 Total liabilities and net assets/fund balances (see instructions). 73,035,836 60,371,555
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
72,518,660
2
Enter amount from Part I, line 27a .....................
2
-3,127,935
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
43,000
4
Add lines 1, 2, and 3 ..........................
4
69,433,725
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,287,650
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
60,146,075
Form 990-PF (2022)
Form 990-PF (2022)
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 USB#8826 CASH AND EQUIVALENTS P   2022-12-22
b USB#8826 CASH AND EQUIVALENTS P   2022-12-27
c USB#8826 CASH AND EQUIVALENTS P   2022-12-29
d USB#8826 BLACKROCK EVENT DRIVEN EQUITY FUND P   2022-12-21
e USB#8826 BLACKROCK EVENT DRIVEN EQUITY FUND P   2022-12-21
USB#8827 FIRST AM TREAS OB FD CL Z P   2022-12-15
USB#8827 FIRST AM TREAS OB FD CL Z P   2022-12-22
USB#8827 FIRST AM TREAS OB FD CL Z P   2022-12-27
USB#8827 HIRTLE CALLAGHAN PRIV EQ OFFSHORE FUND X P   2022-12-06
USB#8827 IRONSIDES PARTNERSHIP FUND V LP P   2022-12-22
USB#8827 IRONSIDES PARTNERSHIP FUND V LP P   2022-12-22
USB#8827 LINDSELL TRAIN FLOBAL EQUITY LLC P   2022-12-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2022-12-01
USB#8827 SSGA BLOOMBERG ROLL SELECT COMMODITY P   2022-12-01
USB#8827 SSGA S&P GLOBAL INFRASTRUCTURE P   2022-12-01
USB#8827 SSGA US GOVERNMENT INFLATION-LINKED P   2022-12-01
USB#8827 SSGA US REIT INDEX NI CTF P   2022-12-01
USB#8827 TACONIC OPPORTUNITY OFFSHORE FD LTD P   2022-12-01
GAIN FROM BALTIMORE ORIOLES LIMITED PARTNERSHIP P    
GROUND RENT REDEMPTION - ACCT #6101300 P 1989-11-01 2022-01-18
GROUND RENT REDEMPTION - ACCT #9990048 P 1990-06-30 2022-01-18
GROUND RENT REDEMPTION - ACCT #6204200 P 1989-11-01 2022-01-18
GROUND RENT REDEMPTION - ACCT #9990134 P 1990-06-30 2022-02-02
GROUND RENT REDEMPTION - ACCT #6100900 P 1989-11-01 2022-02-16
GROUND RENT REDEMPTION - ACCT #2165700 P 1989-11-01 2022-02-23
GROUND RENT REDEMPTION - ACCT #2178565 P 1989-11-01 2022-02-23
GROUND RENT REDEMPTION - ACCT #4171630 P 1989-11-01 2022-02-23
GROUND RENT REDEMPTION - ACCT #1075400 P 1989-11-01 2022-02-25
GROUND RENT REDEMPTION - ACCT #5030300 P 1989-11-01 2022-03-01
GROUND RENT REDEMPTION - ACCT #6171457 P 1989-11-01 2022-03-01
GROUND RENT REDEMPTION - ACCT #1212518 P 1989-11-01 2022-03-10
GROUND RENT REDEMPTION - ACCT #1170845 P 1989-11-01 2022-03-15
GROUND RENT REDEMPTION - ACCT #5104800 P 1989-11-01 2022-03-15
GROUND RENT REDEMPTION - ACCT #1169823 P 1989-11-01 2022-03-15
GROUND RENT REDEMPTION - ACCT #5138520 P 1989-11-01 2022-03-23
GROUND RENT REDEMPTION - ACCT #5169950 P 1989-11-01 2022-03-23
GROUND RENT REDEMPTION - ACCT #1010500 P 1989-11-01 2022-04-13
GROUND RENT REDEMPTION - ACCT #2170918 P 1989-11-01 2022-05-03
GROUND RENT REDEMPTION - ACCT #2091000 P 1989-11-01 2022-05-24
GROUND RENT REDEMPTION - ACCT #1169963 P 1989-11-01 2022-06-01
GROUND RENT REDEMPTION - ACCT #6086800 P 1989-11-01 2022-06-08
GROUND RENT REDEMPTION - ACCT #3171342 P 1989-11-01 2022-06-08
GROUND RENT REDEMPTION - ACCT #6049100 P 1989-11-01 2022-06-08
GROUND RENT REDEMPTION - ACCT #5213341 P 1989-11-01 2022-06-08
GROUND RENT REDEMPTION - ACCT #1171648 P 1989-11-01 2022-06-13
GROUND RENT REDEMPTION - ACCT #5030200 P 1989-11-01 2022-06-21
GROUND RENT REDEMPTION - ACCT #6190932 P 1989-11-01 2022-07-14
GROUND RENT REDEMPTION - ACCT #5169612 P 1989-11-01 2022-08-29
GROUND RENT REDEMPTION - ACCT #3171315 P 1989-11-01 2022-08-29
GROUND RENT REDEMPTION - ACCT #4171125 P 1989-11-01 2022-08-29
GROUND RENT REDEMPTION - ACCT #2178563 P 1989-11-01 2022-08-29
GROUND RENT REDEMPTION - ACCT #6171543 P 1989-11-01 2022-08-29
GROUND RENT REDEMPTION - ACCT #6169518 P 1989-11-01 2022-08-29
GROUND RENT REDEMPTION - ACCT #3061700 P 1989-11-01 2022-09-01
GROUND RENT REDEMPTION - ACCT #4209800 P 1989-11-01 2022-09-01
GROUND RENT REDEMPTION - ACCT #6212007 P 1989-11-01 2022-09-13
GROUND RENT REDEMPTION - ACCT #2132800 P 1989-11-01 2022-09-13
GROUND RENT REDEMPTION - ACCT #1212506 P 1989-11-01 2022-09-16
GROUND RENT REDEMPTION - ACCT #6182244 P 1989-11-01 2022-10-04
GROUND RENT REDEMPTION - ACCT #9990139 P 1990-06-30 2022-10-04
GROUND RENT REDEMPTION - ACCT #5169734 P 1989-11-01 2022-10-10
GROUND RENT REDEMPTION - ACCT #3189614 P 1989-11-01 2022-10-26
GROUND RENT REDEMPTION - ACCT #4171041 P 1989-11-01 2022-10-26
GROUND RENT REDEMPTION - ACCT #2169341 P 1989-11-01 2022-10-31
(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 100,000   100,000 0
b 468   468 0
c 15,426   15,426 0
d 788     788
e 10,172     10,172
50,574   50,574 0
42,771   42,771 0
693   693 0
46,079     46,079
145   145 0
34   34 0
1,200   1,196 4
1,282   499 783
230,000   256,202 -26,202
765,000   710,854 54,146
430,000   447,442 -17,442
5,000   4,854 146
200,000     200,000
491,242     491,242
1,000   383 617
1,500   630 870
2,000   765 1,235
1,500   630 870
1,600   612 988
1,500   574 926
3,000   1,147 1,853
1,600   612 988
1,500   574 926
2,000   765 1,235
1,300   497 803
1,400   535 865
1,400   535 865
1,800   688 1,112
1,500   574 926
1,500   574 926
1,600   612 988
1,500   574 926
1,600   612 988
1,500   574 926
1,400   535 865
1,400   535 865
1,600   612 988
1,600   612 988
1,800   688 1,112
1,600   612 988
1,500   574 926
4,000   1,530 2,470
1,800   688 1,112
1,600   612 988
1,600   612 988
3,000   1,147 1,853
1,600   612 988
2,000   765 1,235
1,500   574 926
1,250   478 772
4,000   1,530 2,470
1,500   574 926
2,000   765 1,235
2,500   956 1,544
1,500   630 870
1,600   612 988
3,000   1,147 1,853
1,600   612 988
1,600   612 988
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       0
b       0
c       0
d       788
e       10,172
      0
      0
      0
      46,079
      0
      0
      4
      783
      -26,202
      54,146
      -17,442
      146
      200,000
      491,242
      617
      870
      1,235
      870
      988
      926
      1,853
      988
      926
      1,235
      803
      865
      865
      1,112
      926
      926
      988
      926
      988
      926
      865
      865
      988
      988
      1,112
      988
      926
      2,470
      1,112
      988
      988
      1,853
      988
      1,235
      926
      772
      2,470
      926
      1,235
      1,544
      870
      988
      1,853
      988
      988
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 2 809,475
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 25,794
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 25,794
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 25,794
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 86,438
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 86,438
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 60,644
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow60,644 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMD
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.KNOTTFOUNDATION.ORG
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (410) 235-7068

Located atright arrow3904 HICKORY AVENUEBALTIMOREMD ZIP+4right arrow21211
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
BRIAN MCDONALD MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
BROOKE RODGERS MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
CARROLL MCGILL MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
DAN GALLAGHER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
DAVID GALLAGHER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
DAVID L PORTER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
E B HARRIS MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
EMILY HANSSEN MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
EMMETT VOELKEL SECRETARY
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
ERIN KNOTT MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
ERIN TIELSCH MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
GERALYNN SMYTH MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
JAMIE STODD MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
JOANNA O PORTER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
JOHN H RIEHL TREASURER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
JOHN SMYTH MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
KELLY HARRIS VICE PRESIDENT
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
KELLY MEDINGER EXECUTIVE DIRECTOR
40.00 		136,950 17,879 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
LAUREL PORTER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
LINDSAY GALLAGHER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARION HASHIM MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARION I KNOTT MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARTIN G KNOTT PRESIDENT
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARTIN KNOTT JR MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARTIN PORTER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MEGHAN MCDONALD MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MICHAEL GALLAGHER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
OWEN M KNOTT MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
PATRICK RODGERS MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
PETER R MCGILL MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
TERESA KNOTT MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
THOMAS HARRIS MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MORGAN VOELKEL MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARGIE RIEHL MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
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
KATHLEEN MCCARTHY PROGRAM DIRECTOR
40.00 		97,500 24,069 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
CHRISTINA RICKMAN BUSINESS MANAGER
40.00 		52,552 7,787 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
CAROL HOFFMAN EXECUTIVE MANAGER
40.00 		45,000 13,588 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
PRIME BUCHHOLZ LLC INVESTMENT MGMT 163,922
273 CORPORATE DRIVE SUITE 250
PORTSMOUTH,NH03801
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
65,316,989
b
Average of monthly cash balances.......................
1b
104,710
c
Fair market value of all other assets (see instructions)................
1c
429,908
d
Total (add lines 1a, b, and c).........................
1d
65,851,607
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
65,851,607
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
987,774
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
64,863,833
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,243,192
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
3,243,192
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
25,794
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,794
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,217,398
4
Recoveries of amounts treated as qualifying distributions................
4
43,000
5
Add lines 3 and 4............................
5
3,260,398
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
3,260,398
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
3,746,271
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,746,271
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 3,260,398
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 639,333
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,746,271
a Applied to 2021, but not more than line 2a 639,333
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 2022 distributable amount..... 3,106,938
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 0
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		153,460
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
COLLEEN Q KILDUFF EXECUTIVE DIRECTO
3904 HICKORY AVENUE
BALTIMORE,MD21211
(410) 235-7068
bThe form in which applications should be submitted and information and materials they should include:
N/A
cAny submission deadlines:
FEBRUARY, JUNE, AND OCTOBER OF EACH YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
REQUESTS ARE ACCEPTED FROM ORGANIZATIONS AND PROGRAMS SERVING THE ARCHDIOCESE OF BALTIMORE, INCLUDING BALTIMORE CITY AND THE FOLLOWING MARYLAND COUNTIES: ALLEGANY, ANNE ARUNDEL, BALTIMORE, CARROLL, FREDERICK, GARRETT, HARFORD, HOWARD, AND WASHINGTON. AWARDS ARE MADE IN FIVE PROGRAM AREAS: ARTS & HUMANITIES, CATHOLIC ACTIVITIES, EDUCATION SUCH AS CATHOLIC & PRIVATE SCHOOLS, PRIVATE COLLEGES & UNIVERSITIES, HEALTH CARE, AND HUMAN SERVICES. WITHIN THESE PROGRAM AREAS, WE CURRENTLY FUND THE FOLLOWING PROJECTS: CAPITAL EXPENSES, DEVELOPMENT, NEW AND/OR ONGOING PROGRAMS, OPERATING EXPENSES, AND TECHNOLOGY. NOT FUNDED: UNRESTRICTED GRANTS, REQUESTS THAT WOULD SUB-GRANT AWARDS, ENDOWMENT FUNDS, INDIVIDUALS, MEDICAL RESEARCH, ONE-TIME-ONLY EVENTS, SEMINARS, OR WORKSHOPS, ORGANIZATIONS IN OPERATION FOR LESS THAN ONE YEAR, POLITICAL ACTIVITIES, PRO-CHOICE CAUSE & REPRODUCTIVE HEALTH SERVICES IN DIRECT CONFLICT WITH THE TEACHINGS OF THE CATHOLIC CHURCH, PUBLIC SCHOOL EDUCATION.
Form 990-PF (2022)
Form 990-PF (2022)
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

ADELANTE LATINA

2907 W STRATHMORE AVE
BALTIMORE,MD21209 		NONE NC OPERATIONS 20,000

ANIMAL ALLIES RESCUE FOUNDATION INC

PO BOX 6446
BALTIMORE,MD21230 		NONE NC OPERATIONS 50

ARCHDIOCESE OF BALTIMORE

320 CATHEDRAL ST
BALTIMORE,MD21201 		NONE NC OPERATIONS 228,222

ASSOCIATED CATHOLIC CHARITIES INC

320 CATHEDRAL ST
BALTIMORE,MD21201 		NONE NC OPERATIONS 160,000

ASSOCIATED CHARITIES OF CUMBERLAND

1 FREDERICK ST
CUMBERLAND,MD21502 		NONE NC OPERATIONS 20,000

ATHLETES SERVING ATHLETES

PO BOX 4222
LUTHERVILLE,MD21094 		NONE NC OPERATIONS 259

BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST

808 N CHARLES ST
BALTIMORE,MD21202 		NONE NC OPERATIONS 100

BALTIMORE HUMANE SOCIETY

1601 NICODEMUS RD
REISTERSTOWN,MD21136 		NONE NC OPERATIONS 100

BALTIMORE HUNGER PROJECT

117 OLD PADONIA RD SUITE E SUITE
430
COCKEYSVILLE,MD21030 		NONE NC OPERATIONS 7,500

BALTIMORE LAB SCHOOL

2220 ST PAUL ST
BALTIMORE,MD21218 		NONE NC OPERATIONS 15,000

BALTIMORE OUTREACH SERVICES INC

701 S CHARLES ST
BALTIMORE,MD21230 		NONE NC OPERATIONS 10,000

BALTIMORE SQUASHWISE

3600 CLIPPER MILL RD
BALTIMORE,MD21211 		NONE NC OPERATIONS 83,000

BISHOP WALSH SCHOOL

700 BISHOP WALSH RD
CUMBERLAND,MD21502 		NONE NC OPERATIONS 90,000

BOYS HOPE GIRLS HOPE OF BALTIMORE

3817 FLEETWOOD AVE
BALTIMORE,MD21206 		NONE NC OPERATIONS 50,000

CALVERT HALL COLLEGE HIGH SCHOOL

8102 LASALLE RD
BALTIMORE,MD21286 		NONE NC OPERATIONS 2,450

CALVERT SCHOOL

105 TUSCANY RD
BALTIMORE,MD21210 		NONE NC OPERATIONS 4,500

CASA OF BALTIMORE

8 MARKET PL SUITE 300
BALTIMORE,MD21202 		NONE NC OPERATIONS 9,999

CATHEDRAL OF MARY OUR QUEEN CHURCH

5200 N CHARLES ST
BALTIMORE,MD21210 		NONE NC OPERATIONS 3,800

CHESAPEAKE BAY OUTWARD BOUND SCHOOL

1900 EAGLE DR
BALTIMORE,MD21207 		NONE NC OPERATIONS 50,000

CHESTNUT RIDGE VOL FIRE CO

12020 GREENSPRING AVE
OWINGS MILLS,MD21117 		NONE NC OPERATIONS 100

CHURCH OF THE NATIVITY

20 E RIDGELY RD
LUTHERVILLETIMONIUM,MD21093 		NONE NC OPERATIONS 500

CONVENTION OF THE PROTESTANT EPISCOPAL

4 E UNIVERSITY PKWY
BALTIMORE,MD21218 		NONE NC OPERATIONS 500

CORNERSTONE COMMUNITY HOUSING

1400 E LOMBARD ST
BALTIMORE,MD21231 		NONE NC OPERATIONS 77,715

CRISTO REY JESUIT HIGH SCHOOL

420 SOUTH CHESTER STREET
BALTIMORE,MD21231 		NONE NC OPERATIONS 50,000

FAMILY CRISIS CENTER

PO BOX 3909
BALITMORE,MD21222 		NONE NC OPERATIONS 25,000

FIRST FRUITS FARM INC

20431 MIDDLETOWN RD
FREELAND,MD21053 		NONE NC OPERATIONS 50,000

FRANCISCAN CENTER

101 W 23RD ST SUITE 400
BALTIMORE,MD21218 		NONE NC OPERATIONS 896

GARRISON FOREST SCHOOL

300 GARRISON FOREST RD
OWINGS MILLS,MD21117 		NONE NC OPERATIONS 2,600

GILMAN SCHOOL

5407 ROLAND AVE
BALTIMORE,MD21210 		NONE NC OPERATIONS 5,500

HO HO HO INC DBA SANTA'S HELPERS ANONYMOUS

14411 COOPER RD
PHOENIX,MD21131 		NONE NC OPERATIONS 200

HORIZON DAY CAMP

8 MARKET PL 331
BALTIMORE,MD21202 		NONE NC OPERATIONS 10,000

HOUSE & GARDEN PILGRIMAGE

1783 FOREST DR STE 243
ANNAPOLIS,MD21401 		NONE NC OPERATIONS 1,000

IMMACULATE CONCEPTION PARISH

1512 DRUID HILL AVE
BALTIMORE,MD21217 		NONE NC OPERATIONS 1,150

IMMACULATE HEART OF MARY SCHOOL

8501 LOCH RAVEN BLVD
TOWSON,MD21286 		NONE NC OPERATIONS 89,500

INTERFAITH SERVICE COALITION OF HANCOCK MD INC

116 W HIGH ST
HANCOCK,MD21750 		NONE NC OPERATIONS 5,000

IRVINE NATURE CENTER

11201 GARRISON FOREST RD
OWINGS MILLS,MD21117 		NONE NC OPERATIONS 15,000

JEMICY SCHOOL

11 CELADON RD
OWINGS MILLS,MD21117 		NONE NC OPERATIONS 78,500

JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND

1725 TWIN SPRINGS ROAD
BALTIMORE,MD21227 		NONE NC OPERATIONS 50,000

LET'S GO BOYS AND GIRLS INC

574 RITCHIE HWY SUITE E-193
SEVERNA PARK,MD21146 		NONE NC OPERATIONS 45,000

LIVING CLASSROOMS FOUNDATION

515 M ST SE 222
WASHINGTON,DC20003 		NONE NC OPERATIONS 1,500

LOYOLA BLAKEFIELD

500 CHESTNUT AVE
TOWSON,MD21204 		NONE NC OPERATIONS 7,515

LOYOLA UNIVERSITY MARYLAND

4501 N CHARLES ST
BALTIMORE,MD21210 		NONE NC OPERATIONS 5,000

LUTHERVILLE-TIMONIUM RECREATION COUNCIL

121 E RIDGELY RD
LUTHERVILLE TIMONIUM,MD21093 		NONE NC OPERATIONS 250

MARION HOUSING

949 GORSUCH AVE
BALTIMORE,MD21218 		NONE NC OPERATIONS 91,200

MARYLAND NONPROFITS

1500 UNION AVE 2500
BALTIMORE,MD21211 		NONE NC OPERATIONS 45,000

MARYLAND SPCA

3300 FALLS RD
BALTIMORE,MD21211 		NONE NC OPERATIONS 500

MARYVALE PREPARATORY SCHOOL

11300 FALLS RD
LUTHERVILLE,MD21093 		NONE NC OPERATIONS 200

MERIT HEALTH LEADERSHIP ACADEMY

1 NORTH HAVEN ST SUITE 4
BALTIMORE,MD21224 		NONE NC OPERATIONS 1,760

MISSION OF MERCY

22 SOUTH MARKET ST STE 6D
FREDERICK,MD21701 		NONE NC OPERATIONS 40,000

MONSIGNOR O'DWYER RETREAT HOUSE

15523 YORK RD
SPARKS GLENCOE,MD21152 		NONE NC OPERATIONS 3,250

MOTHER SETON SCHOOL

100 CREAMERY RD
EMMITSBURG,MD21727 		NONE NC OPERATIONS 34,000

MOUNT DE SALES ACADEMY

700 ACADEMY RD
CATONSVILLE,MD21228 		NONE NC OPERATIONS 5,550

MOUNT ST MARY'S UNIVERSITY

16300 OLD EMMITSBURG RD
EMMITSBURG,MD21727 		NONE NC OPERATIONS 60,000

MT WASHINGTON PEDIATRIC HOSPITAL

1708 W ROGERS AVE
BALTIMORE,MD21209 		NONE NC OPERATIONS 25,000

NO MORE STOLEN CHILDHOODS

1925 OLD VALLEY RD
PIKESVILLE,MD21208 		NONE NC OPERATIONS 896

NOTRE DAME OF MARYLAND UNIVERISTY

4701 N CHARLES ST
BALTIMORE,MD21210 		NONE NC OPERATIONS 8,000

NOTRE DAME PREPARATORY SCHOOL

815 HAMPTON LN
TOWSON,MD21286 		NONE NC OPERATIONS 52,500

ONE LOVE FOUNDATION

834 MONROE AVE
HAGERSTOWN,MD21740 		NONE NC OPERATIONS 1,105

OUR LADY OF GRACE PARISH

18310 MIDDLETOWN RD
PARKTON,MD21120 		NONE NC OPERATIONS 1,000

OUR LADY OF HOPEST LUKE SCHOOL

8003 N BOUNDARY RD
DUNDALK,MD21222 		NONE NC OPERATIONS 80,450

OUR LADY OF MOUNT CARMEL

1704 OLD EASTERN AVE
ESSEX,MD21221 		NONE NC OPERATIONS 20,000

PARKS & PEOPLE FOUNDATION

2100 LIBERTY HEIGHTS AVE
BALTIMORE,MD21217 		NONE NC OPERATIONS 45,000

PATHFINDERS FOR AUTISM

235 SCHILING CIR 103
HUNT VALLEY,MD21031 		NONE NC OPERATIONS 31,800

PAUL'S PLACE

1118 WARD STREET
BALTIMORE,MD21230 		NONE NC OPERATIONS 75,125

PORT DISCOVERY CHILDREN'S MUSEUM

35 MARKET PL
BALTIMORE,MD21202 		NONE NC OPERATIONS 4,603

PREGNANCY CENTER NORTH

6805 YORK RD 2
BALTIMORE,MD21212 		NONE NC OPERATIONS 1,000

PROJECT JUMPSTART

4910 PARK HEIGHTS AVENUE
BALTIMORE,MD21215 		NONE NC OPERATIONS 50,000

PROJECT PNEUMA

25 W FAYETTE ST
BALTIMORE,MD21201 		NONE NC OPERATIONS 45,000

RESURRECTION ST PAUL SCHOOL

3155 PAULSKIRK DR
ELLIOT CITY,MD21042 		NONE NC OPERATIONS 85,000

ROLAND PARK COUNTRY SCHOOL

5204 ROLAND AVE
BALTIMORE,MD21210 		NONE NC OPERATIONS 7,397

SARC

PO BOX 1207
BEL AIR,MD21014 		NONE NC OPERATIONS 27,500

SETON SHRINE

339 S SETON AVE
EMMITSBURG,MD21727 		NONE NC OPERATIONS 54,398

SHAREBABY

1792 UNION AVE
BALTIMORE,MD21211 		NONE NC OPERATIONS 500

SHEPHERD'S CLINIC

2800 KIRK AVE
BALTIMORE,MD21218 		NONE NC OPERATIONS 30,000

SISTERS ACADEMY OF BALTIMORE

139 1ST AVE
BALTIMORE,MD21220 		NONE NC OPERATIONS 54,300

SISTERS CIRCLE

1300 E NORTHERN PKWY
BALTIMORE,MD21239 		NONE NC OPERATIONS 50,000

SOCCER WITHOUT BORDERS BALTIMORE

3700 EASTERN AVE
BALTIMORE,MD21224 		NONE NC OPERATIONS 122

ST FRANCIS NEIGHBORHOOD CENTER

2405 LINDEN AVE
BALTIMORE,MD21217 		NONE NC OPERATIONS 30,000

ST MARGARET SCHOOL

205 N HICKORY AVE
BEL AIR,MD21014 		NONE NC OPERATIONS 2,954

ST CASIMIR CATHOLIC SCHOOL

1035 S KENWOOD AVE
BALTIMORE,MD21224 		NONE NC OPERATIONS 4,500

ST IGNATIUS LOYOLA ACADEMY

300 GITTINGS ST
BALTIMORE,MD21230 		NONE NC OPERATIONS 1,000

ST JOHN REGIONAL CATHOLIC SCHOOL

8414 OPOSSUMTOWN PIKE
FREDERICK,MD21702 		NONE NC OPERATIONS 70,000

ST JOHN'S CATHOLIC PREP

3989 BUCKEYSTOWN PIKE
BUCKEYSTOWN,MD21717 		NONE NC OPERATIONS 95,000

ST MICHAEL THE ARCHANGEL CHURCH

10 WILLOW AVE
BALTIMORE,MD21206 		NONE NC OPERATIONS 75,000

ST MICHAEL-ST CLEMENT SCHOOL

10 WILLOW AVE
BALTIMORE,MD21206 		NONE NC OPERATIONS 65,000

ST PAUL THE APOSTLE CATHOLIC CHURCH

3755 ST PAUL STREET
ELLIOT CITY,MD21043 		NONE NC OPERATIONS 24,300

ST PAUL'S SCHOOL FOR GIRLS

11232 FALLS RD
TIMONIUM,MD21093 		NONE NC OPERATIONS 150

ST PAUL'S SCHOOL

11152 FALLS RD
BROOKLANDVILLE,MD21022 		NONE NC OPERATIONS 500

ST URSULA SCHOOL

8900 HARFORD RD
PARKVILLE,MD21234 		NONE NC OPERATIONS 79,250

TAKING THE LEAD INC

21000 SLAB BRIDGE RD
FREELAND,MD21053 		NONE NC OPERATIONS 15,000

THE BALTIMORE BASILICA

409 CATHEDRAL ST
BALTIMORE,MD21201 		NONE NC OPERATIONS 1,200

THE CATHOLIC HIGH SCHOOL OF BALTIMORE

2800 EDISON HWY
BALTIMORE,MD21213 		NONE NC OPERATIONS 110,000

THE FAMILY TREE

2108 NORTH CHARLES ST
BALTIMORE,MD21218 		NONE NC OPERATIONS 1,100

THE FIRST TEE OF GREATER BALTIMORE

303 INTERNATIONAL CIR T119
COCKEYSVILLE,MD21030 		NONE NC OPERATIONS 40,000

THE FUND FOR EDUCATIONAL EXCELLENCE

800 NORTH CHARLES ST SUITE 400
BALTIMORE,MD21201 		NONE NC OPERATIONS 5,750

THE RELIGIOUS COALITION

27 DEGRANGE ST
FREDERICK,MD21701 		NONE NC OPERATIONS 40,000

THE SHRINE OF THE LITTLE FLOWER

2854 BRENDAN AVE
BALTIMORE,MD21213 		NONE NC OPERATIONS 40,000

THE STAR SPANGLED BANNER FLAG HOUSE

844 E PRATT ST
BALTIMORE,MD21202 		NONE NC OPERATIONS 1,500

THREAD

PO BOX 1584
BALTIMORE,MD21203 		NONE NC OPERATIONS 42,500

TRINITY SCHOOL

4985 ILCHESTER RD
ELLICOTT CITY,MD21043 		NONE NC OPERATIONS 70,000

UEMPOWER OF MARYLAND

760 RITCHIE HWY
SEVERNA PARK,MD21146 		NONE NC OPERATIONS 125

UNIVERSITY OF MARYLAND FOUNDATION

4603 CALVERY RD
COLLEGE PARK,MD20740 		NONE NC OPERATIONS 9,500

WEEKEND BACKPACKS FOR HOMELESS KIDS INC

PO BOX 21486
BALTIMORE,MD21282 		NONE NC OPERATIONS 2,258

WOMENS HOUSING

119 EAST 25TH STREET
BALTIMORE,MD21218 		NONE NC OPERATIONS 15,000

YMCA OF CUMBERLAND

601 KELLY RD
CUMBERLAND,MD21502 		NONE NC OPERATIONS 43,000
Total .................................right arrow 3a 3,194,149
bApproved for future payment

FRANCISCAN CENTER
101 W 23RD ST SUITE 400
BALTIMORE,MD21218 		NONE NC OPERATIONS 75,000

MERCY HS
1300 E NORTHERN PKWY
BALTIMORE,MD21218 		NONE NC OPERATIONS 120,000

MISSION OF MERCY
22 SOUTH MARKET ST STE 6D
BALTIMORE,MD21218 		NONE NC OPERATIONS 10,000

ST JOHN REGIONAL CATHOLIC SCHOOL
8414 OPOSSUMTOWN PIKE
BALTIMORE,MD21218 		NONE NC OPERATIONS 10,000
Total ................................. right arrow 3b 215,000
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		    14 2,754  
4 Dividends and interest from securities ....     14 158,673  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 120,509  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 316,932  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS INCOME 		  0 01 21,839 0
bGROUND RENT BRING-BACK   0 01 87,864 0
cINVESTMENT IN ORIOLES 900001 1,301     0
dIN KIND REVENUE 900099     6,800 0
e
12 Subtotal. Add columns (b), (d), and (e) .. 1,301 715,371 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
716,672
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 38,220 25,480 0 12,740

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 DepreciationSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
REMODEL FRONT AREA 2004-08-10 8,369 8,369 200DB 10.000000000000 0 0 0  
BUILDING 2005-01-01 286,760 124,692 SL 39.000000000000 7,353 0 0  
LEASEHOLD IMPROVEMENTS 2005-04-01 7,890 7,890 200DB 10.000000000000 0 0 0  
2 HEAT UNITS 2006-06-01 17,825 7,103 SL 39.000000000000 457 0 0  
REMODEL BATHROOM WINDOWS 2008-04-01 4,850 1,704 SL 39.000000000000 124 0 0  
WINDOWS 2008-09-02 7,148 2,436 SL 39.000000000000 183 0 0  
DOWNSTAIRS REMODELING 2009-09-01 58,529 18,447 SL 39.000000000000 1,501 0 0  
DOWNSTAIRS REMODELING 2009-10-05 545 171 SL 39.000000000000 14 0 0  
DOWNSTAIRS REMODELING 2009-10-05 730 229 SL 39.000000000000 19 0 0  
PAVING PARKING LOT 2010-06-25 5,700 1,687 SL 39.000000000000 146 0 0  
NEW DRY WALL 2010-06-28 1,450 429 SL 39.000000000000 37 0 0  
AWNING 2011-01-03 790 790 SL 7.000000000000 0 0 0  
MASONRY IMPROVEMENTS 2012-12-31 20,000 4,637 SL 39.000000000000 513 0 0  
MASONRY IMPROVEMENTS 2013-03-01 10,500 2,366 SL 39.000000000000 269 0 0  
OFFICE RENOVATIONS 2015-02-26 44,035 7,762 SL 39.000000000000 1,129 0 0  
HOT WATER HEATER 2017-06-01 1,585 185 SL 39.000000000000 41 0 0  
REFRIGERATOR 1994-05-23 560 560 200DB 7.000000000000 0 0 0  
SECURITY SYSTEM 1995-09-15 1,544 1,544 200DB 7.000000000000 0 0 0  
BOOKCASE 6 SHELF WALNUT 1996-12-17 202 202 200DB 7.000000000000 0 0 0  
CALCULATOR 1997-02-18 196 196 200DB 7.000000000000 0 0 0  
FIREPROOF FILE CABINET 1997-07-02 860 860 200DB 7.000000000000 0 0 0  
COMPUTER SOFTWARE 1999-12-06 1,470 1,470 SL 3.000000000000 0 0 0  
SET UP & PROGRAMMING 2000-03-19 4,360 2,093 200DB 5.000000000000 0 0 0  
OFFICE FURNITURE 2000-04-04 1,375 1,375 200DB 7.000000000000 0 0 0  
OFFICE FURNITURE 2000-08-07 366 366 200DB 7.000000000000 0 0 0  
PROJECTOR 2003-01-06 2,300 2,300 200DB 7.000000000000 0 0 0  
FILE CABINET & DESK 2003-04-04 4,400 4,400 200DB 7.000000000000 0 0 0  
LAPTOP 5100 NOTEBOOK 2003-06-01 1,502 1,502 200DB 5.000000000000 0 0 0  
OFFICE FURNITURE 2003-06-01 339 339 200DB 7.000000000000 0 0 0  
CONF ROOM RENOVATION 2003-06-01 23,943 23,943 200DB 10.000000000000 0 0 0  
19" MONITORS 2004-01-22 1,300 1,300 200DB 5.000000000000 0 0 0  
TELEPHONE SYSTEM 2008-03-17 6,283 6,283 200DB 7.000000000000 0 0 0  
WEBSITE 2008-06-15 9,090 9,090 SL 3.000000000000 0 0 0  
DESK & CHAIR 2011-05-02 887 887 200DB 7.000000000000 0 0 0  
NEW SERVER & INSTALLATION 2014-06-24 8,343 8,343 200DB 5.000000000000 0 0 0  
FINN NU END TABLES 2015-02-26 997 901 200DB 7.000000000000 27 0 0  
FINN NU COFFEE TABLE 2015-02-26 593 537 200DB 7.000000000000 16 0 0  
HUDSON SINGLE SEAT 2015-02-26 1,636 1,480 200DB 7.000000000000 45 0 0  
HUDSON TWO SEAT 2015-02-26 1,201 1,085 200DB 7.000000000000 33 0 0  
BRIGADE 600 LATERAL FILE 2015-02-26 1,695 1,533 200DB 7.000000000000 46 0 0  
INVITATION 2110 LEG BASE 2015-02-26 248 224 200DB 7.000000000000 7 0 0  
LAMINATE HOSPITALITY CREDENZA 2015-02-26 1,182 1,069 200DB 7.000000000000 32 0 0  
WIT HIGHBACK CHAIRS 2015-02-26 6,134 5,548 200DB 7.000000000000 167 0 0  
MOTIVATE TABLE 2015-02-26 6,166 5,576 200DB 7.000000000000 169 0 0  
MOTIVATE TABLE 2015-02-26 1,047 946 200DB 7.000000000000 29 0 0  
WIT HIGHBACK 2015-02-26 1,227 1,110 200DB 7.000000000000 33 0 0  
PRESIDE BOAT SHAPE TABLE 2015-02-26 334 302 200DB 7.000000000000 9 0 0  
PRESIDE LAMINATE TABLE 2015-02-26 467 423 200DB 7.000000000000 13 0 0  
INSTALLATION - PRICE MODERN 2015-02-26 1,914 1,731 200DB 7.000000000000 52 0 0  
LAPTOP COMPUTER 2015-04-01 786 786 200DB 5.000000000000 0 0 0  
DESK, CREDENZA, FILE CABINET 2015-04-01 1,795 1,624 200DB 7.000000000000 49 0 0  
GRANT MGT SOFTWARE 2016-04-01 29,000 29,000 200DB 3.000000000000 0 0 0  
DELL OPTIPLEX 3040 SFF 2017-04-01 1,424 1,248 200DB 7.000000000000 50 0 0  
DELL OPTIPLEX 3040 SFF 2017-04-01 1,424 1,248 200DB 7.000000000000 50 0 0  
DELL OPTIPLEX 3040 SFF 2017-04-01 1,424 1,248 200DB 7.000000000000 50 0 0  
DELL OPTIPLEX 3040 SFF 2017-04-01 1,424 1,248 200DB 7.000000000000 50 0 0  
WEBSITE 2014-01-01 6,800 6,800 200DB 7.000000000000 0 0 0  
LAND 2005-01-01 113,240   L   0 0 0  

TY 2022 InvestmentsOtherSchedule2
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ORIOLES FMV 800,000 800,000
MUTUAL FUNDS FMV 23,660,740 23,660,740
HC OFFSHORE FUND XI FMV 435,654 435,654
HC PRIV EQUITY OFFSHORE FMV 3,351 3,351
TACONIC EURO CREDIT FMV 477,683 477,683
GLOBAL EQUITY FUND FMV 2,000,000 2,000,000
KABOUTER INT'L INSIGHT FMV 1,700,000 1,700,000
EMINENCE FUND INTL FMV 1,350,000 1,350,000
POLUNIN DEV FUND FMV 1,033,933 1,033,933
SSGA GLOBAL FMV 677,825 677,825
SSGA U.S. REIT FMV 1,388,328 1,388,328
NUT TREE OFFSHORE FUN FMV 1,350,000 1,350,000
SOUTHPOINT QUALIFIED FMV 1,350,000 1,350,000
TACONIC OPPORTUNITY FMV 1,842,560 1,842,560
VARDE CREDIT PARTNERS FMV 1,550,000 1,550,000
IRONSIDES DIRECT FMV 377,599 377,599
VALUATION ACCOUNT FMV 6,368,637 6,368,637
CASH FMV 176,080 176,080
COMMON FUND FMV 278,387 278,387
IRONSIDE PTR FUND V LP FMV 339,881 339,881
DAVIDSON KEMPER OPP INTL V FMV 652,322 652,322
MADISON DEARBORN VIII-A FMV 551,670 551,670
GRYPHON PARTNERS FMV 607,996 607,996
ACCOLADE PTRS VIII LP FMV 340,800 340,800
TIGER GLBL PART VIX FMV 1,170,000 1,170,000
GREENHOUSE LONG ONLY FMV 3,100,000 3,100,000
BAIN CAP REAL ESTATE II-B FMV 367,701 367,701
TIGER GLBL PART XV FMV 655,000 655,000
LINDSELL TRAIN GLOBAL EQUITY FMV 2,391,613 2,391,613
SSGA BLOOMBERG ROLL SELECT FMV 797,722 797,722
SSGA US GOVERNMENT INFLATI FMV 502,152 502,152
SSGA GLOBAL LARGE MIDCAP NAT FMV 1,430,000 1,430,000

TY 2022 LandEtcSchedule2
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
REMODEL FRONT AREA 8,369 8,369 0  
BUILDING 286,760 132,045 154,715  
LEASEHOLD IMPROVEMENTS 7,890 7,890 0  
2 HEAT UNITS 17,825 7,560 10,265  
REMODEL BATHROOM WINDOWS 4,850 1,828 3,022  
WINDOWS 7,148 2,619 4,529  
DOWNSTAIRS REMODELING 58,529 19,948 38,581  
DOWNSTAIRS REMODELING 545 185 360  
DOWNSTAIRS REMODELING 730 248 482  
PAVING PARKING LOT 5,700 1,833 3,867  
NEW DRY WALL 1,450 466 984  
AWNING 790 790 0  
MASONRY IMPROVEMENTS 20,000 5,150 14,850  
MASONRY IMPROVEMENTS 10,500 2,635 7,865  
OFFICE RENOVATIONS 44,035 8,891 35,144  
HOT WATER HEATER 1,585 226 1,359  
REFRIGERATOR 560 560 0  
SECURITY SYSTEM 1,544 1,544 0  
BOOKCASE 6 SHELF WALNUT 202 202 0  
CALCULATOR 196 196 0  
FIREPROOF FILE CABINET 860 860 0  
COMPUTER SOFTWARE 1,470 1,470 0  
SET UP & PROGRAMMING 4,360 2,093 2,267  
OFFICE FURNITURE 1,375 1,375 0  
OFFICE FURNITURE 366 366 0  
PROJECTOR 2,300 2,300 0  
FILE CABINET & DESK 4,400 4,400 0  
LAPTOP 5100 NOTEBOOK 1,502 1,502 0  
OFFICE FURNITURE 339 339 0  
CONF ROOM RENOVATION 23,943 23,943 0  
19" MONITORS 1,300 1,300 0  
COMPUTER SOFTWARE 9,429 9,429 0  
TELEPHONE SYSTEM 6,283 6,283 0  
WEBSITE 9,090 9,090 0  
DESK & CHAIR 887 887 0  
NEW SERVER & INSTALLATION 8,343 8,343 0  
FINN NU END TABLES 997 928 69  
FINN NU COFFEE TABLE 593 553 40  
HUDSON SINGLE SEAT 1,636 1,525 111  
HUDSON TWO SEAT 1,201 1,118 83  
BRIGADE 600 LATERAL FILE 1,695 1,579 116  
INVITATION 2110 LEG BASE 248 231 17  
LAMINATE HOSPITALITY CREDENZA 1,182 1,101 81  
WIT HIGHBACK CHAIRS 6,134 5,715 419  
MOTIVATE TABLE 6,166 5,745 421  
MOTIVATE TABLE 1,047 975 72  
WIT HIGHBACK 1,227 1,143 84  
PRESIDE BOAT SHAPE TABLE 334 311 23  
PRESIDE LAMINATE TABLE 467 436 31  
INSTALLATION - PRICE MODERN 1,914 1,783 131  
LAPTOP COMPUTER 786 786 0  
DESK, CREDENZA, FILE CABINET 1,795 1,673 122  
GRANT MGT SOFTWARE 29,000 29,000 0  
DELL OPTIPLEX 3040 SFF 1,424 1,298 126  
DELL OPTIPLEX 3040 SFF 1,424 1,298 126  
DELL OPTIPLEX 3040 SFF 1,424 1,298 126  
DELL OPTIPLEX 3040 SFF 1,424 1,298 126  
WEBSITE 6,800 6,800 0  
LAND 113,240 0 113,240  


TY 2022 LegalFeesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,185 593 0 592


TY 2022 OtherDecreasesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Description Amount
UNREALIZED GAIN/LOSS ON SECURITIES 9,287,650


TY 2022 OtherExpensesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 31,212 0 0 31,212
PRINTING & STATIONARY 793 77 0 716
BUILDING MAINTENANCE 8,990 869 0 8,121
CLEANING 2,176 210 0 1,966
COPIER & POSTAGE METER 2,610 252 0 2,358
PROPERTY TAX FILING FEE 300 29 0 271
BANK SERVICE CHARGE 323 31 0 292
PAYROLL PROCESSING EXPENSE 1,056 102 0 954
POSTAGE 3,802 367 0 3,435
EDUCATION & TRAINING 4,299 416 0 3,883
TELEPHONE 6,388 617 0 5,771
UTILITIES 6,753 653 0 6,100
COMMUNICATION 8,347 807 0 7,540
OFFICE SUPPLIES 9,044 874 0 18,650
MEMBERSHIP DUES 10,018 968 0 9,050
COMPUTER HARDWARE 13,249 1,281 0 11,968
WEBSITE & SOFTWARE MAINTENANCE 4,802 464 0 4,338
GRANT MANAGEMENT 16,848 1,628 0 15,220
SUBSCRIPTION 30 3 0 27


TY 2022 OtherIncomeSchedule2
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GROUND RENT INCOME 120,509 120,509 0
MISCELLANEOUS INCOME 21,839 21,839 0
GROUND RENT BRING-BACK 87,864 87,864 0
INVESTMENT IN ORIOLES -491,242 1,021,461 0
IN KIND REVENUE 6,800 6,800 0


TY 2022 OtherIncreasesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Description Amount
RETURNED GRANTS 43,000


TY 2022 OtherProfessionalFeesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODY FEES 30,672 30,672 0 0
COMPUTER CONSULTANT 12,456 6,228 0 6,228
INVESTMENT MANAGEMENT FEES 260,678 260,678 0 0


TY 2022 TaxesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 25,440 2,459 0 22,981
EXCISE TAX EXPENSE 25,794 0 0 0
FEDERAL UBIT 126 126 0 0