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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
THE KAHLERT FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 1701 1363 PROGRESS WAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SYKESVILLE, MD21784
A Employer identification number

52-1798711
B Telephone number (see instructions)

(443) 745-6571
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$505,915,402
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 430,869 430,869  
4 Dividends and interest from securities... 1,172,781 1,172,781  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,258,646
b Gross sales price for all assets on line 6a 51,051,152
7 Capital gain net income (from Part IV, line 2)... 19,258,646
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)....... 2,626 2,626  
12 Total. Add lines 1 through 11........ 20,864,922 20,864,922  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 569,095 0   569,095
14 Other employee salaries and wages...... 111,763 0   111,763
15 Pension plans, employee benefits....... 97,104 0   97,104
16a Legal fees (attach schedule)......... 3,530 3,530   0
b Accounting fees (attach schedule)....... 23,500 23,500   0
c Other professional fees (attach schedule).... 223,088 216,363   6,725
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 257,059 3,025   0
19 Depreciation (attach schedule) and depletion... 1,526 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 75,493 0   75,493
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 42,899 1,387   41,512
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,405,057 247,805   901,692
25 Contributions, gifts, grants paid....... 21,741,943 21,741,943
26 Total expenses and disbursements. Add lines 24 and 25 23,147,000 247,805   22,643,635
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,282,078
b Net investment income (if negative, enter -0-) 20,617,117
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 6,827,285 8,158,206 8,158,206
2 Savings and temporary cash investments......... 5,515,997 5,415,447 5,415,447
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 263,336 309,302 309,302
10a Investments—U.S. and state government obligations (attach schedule) 8,087,858 Click to see attachment
List of Attached Documents:
// Content
2,955,233
2,834,287
b Investments—corporate stock (attach schedule)....... 69,893,211 Click to see attachment
List of Attached Documents:
// Content
70,807,781
487,440,041
c Investments—corporate bonds (attach schedule)....... 1,144,497 Click to see attachment
List of Attached Documents:
// Content
1,813,490
1,751,736
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)..........      
14 Land, buildings, and equipment: basis right arrow8,576
Less: accumulated depreciation (attach schedule) right arrow2,193 6,009 Click to see attachment
List of Attached Documents:
// Content
6,383
6,383
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 91,738,193 89,465,842 505,915,402
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 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 91,738,193 89,465,842
29 Total net assets or fund balances (see instructions)..... 91,738,193 89,465,842
30 Total liabilities and net assets/fund balances (see instructions). 91,738,193 89,465,842
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
91,738,193
2
Enter amount from Part I, line 27a .....................
2
-2,282,078
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,727
4
Add lines 1, 2, and 3 ..........................
4
89,465,842
5
Decreases not included in line 2 (itemize) right arrow
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
89,465,842
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P   2024-06-30
b PUBLICLY TRADED SECURITIES P   2024-06-30
c PUBLICLY TRADED SECURITIES P   2024-06-30
d PUBLICLY TRADED SECURITIES P   2024-06-30
e EVAPCO INC D   2023-11-13
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17,793,794   17,745,102 48,692
b 1,700,627   1,549,573 151,054
c 7,105,612   6,215,357 890,255
d 4,084,035   4,113,556 -29,521
e 20,000,628   2,168,918 17,831,710
366,456     366,456
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       48,692
b       151,054
c       890,255
d       -29,521
e       17,831,710
      366,456
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 19,258,646
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
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) 1 286,578
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........................... 3 286,578
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- ..... 5 286,578
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 309,302
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.............. 7 309,302
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 22,724
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow22,724 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
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:
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 2023 or the taxable year beginning in 2023? 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
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.THEKAHLERTFOUNDATION.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (443) 745-6571

Located atright arrowP O BOX 1701 1363 PROGRESS WAYSYKESVILLEMD ZIP+4right arrow21784
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
GREG W KAHLERT PRESIDENT
30.00
125,000 24,875 0
P O BOX 1701 1363 PROGRESS WAY
SYKESVILLE,MD21784
ROBERTA S KAHLERT DIRECTOR
1.00
0 0 0
P O BOX 1701 1363 PROGRESS WAY
SYKESVILLE,MD21784
HEATHER K KAHLERT EXECUTIVE VICE PRESIDENT
30.00
221,178 16,260 0
P O BOX 1701 1363 PROGRESS WAY
SYKESVILLE,MD21784
HAROLD W WALSH EXECUTIVE VICE PRESIDENT
1.00
0 0 0
P O BOX 1701 1363 PROGRESS WAY
SYKESVILLE,MD21784
RONALD F TUTRONE MD DIRECTOR
1.00
0 0 0
P O BOX 1701 1363 PROGRESS WAY
SYKESVILLE,MD21784
JAMES D STONE SECRETARY
1.00
0 0 0
P O BOX 1701 1363 PROGRESS WAY
SYKESVILLE,MD21784
SCOTT W KAHLERT DIRECTOR
1.00
0 0 0
P O BOX 1701 1363 PROGRESS WAY
SYKESVILLE,MD21784
ELLEN F MYERS EXECUTIVE DIRECTOR
30.00
222,917 0 0
P O BOX 1701 1363 PROGRESS WAY
SYKESVILLE,MD21784
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
CHELSEY S CURTIS GRANTS MANAGER
30.00
70,640 0 0
P O BOX 1701 1363 PROGRESS WAY
SYKESVILLE,MD21784
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
T ROWE PRICE ASSOCIATES INC INVESTMENT MANAGEMENT AND CUSTODY FEES 128,164
100 E PRATT STREET
BALTIMORE,MD21202
BROWN ADVISORY INCORPORATED INVESTMENT MANAGEMENT AND CUSTODY FEES 88,199
901 S BOND STREET SUITE 400
BALTIMORE,MD21231
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 (2023)
Form 990-PF (2023)
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
445,362,458
b
Average of monthly cash balances.......................
1b
11,444,707
c
Fair market value of all other assets (see instructions)................
1c
197,554
d
Total (add lines 1a, b, and c).........................
1d
457,004,719
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
457,004,719
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,855,071
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
450,149,648
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
22,507,482
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
22,507,482
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
286,578
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
286,578
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
22,220,904
4
Recoveries of amounts treated as qualifying distributions................
4
9,727
5
Add lines 3 and 4............................
5
22,230,631
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
22,230,631
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
22,643,635
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
22,643,635
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 22,230,631
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 226,280
b From 2019...... 316,598
c From 2020......  
d From 2021......  
e From 2022...... 839,315
f Total of lines 3a through e ........ 1,382,193
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 22,643,635
a Applied to 2022, 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 2023 distributable amount..... 22,230,631
e Remaining amount distributed out of corpus 413,004
5 Excess distributions carryover applied to 2023. 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 1,795,197
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
226,280
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
1,568,917
10 Analysis of line 9:
a Excess from 2019.... 316,598
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 839,315
e Excess from 2023.... 413,004
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 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 (2023)
Form 990-PF (2023)
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

5 FOR THE FIGHT FOUNDATION

333 WEST RIVER PARK DRIVE
PROVO,UT84604
  PC 5 FOR THE FIGHT CANCER RESEARCH INTERNSHIP 200,000

ACTIVE SOCIAL COMMUNITIES DBA VOLO KIDS FOUNDATION

1215 EAST FORT AVENUE SUITE 304
BALTIMORE,MD21230
  PC GIRLS IN THE GAME: MORE FEMALE COACHES FOR BALTIMORE KIDS 25,000

ALS ASSOCIATION - DCMDVA CHAPTER

30 WEST GUDE DRIVE SUITE 150
ROCKVILLE,MD20850
  PC ALS ASSOCIATION CERTIFIED TREATMENT CENTER OF EXCELLENCE AT JOHNS HOPKINS AND BALTIMORE LOAN CLOSET 160,000

ALZHEIMER'S ASSOCIATION

225 NORTH MICHIGAN AVENUE FLOOR 17
CHICAGO,IL60601
  PC MAXIMIZE CARE & SUPPORT IN MARYLAND AND IMPROVE EARLY DETECTION FOR ALL COMMUNITIES 200,000

AMERICAN CANCER SOCIETY

405 WILLIAMS COURT SUITE 120
BALTIMORE,MD21220
  PC HOPE LODGE BALTIMORE RELOCATION AND RENOVATION 75,000

AMERICAN CORPORATE PARTNERS

145 EAST 45TH STREET 19A
NEW YORK,NY10017
  PC ACP'S CITIZENS PROGRAM FOR MARYLAND-BASED VETERANS & SPOUSES / BRIDGE PROGRAM FOR WOUNDED VETERANS 125,000

AMERICAN HEART ASSOCIATION

5001 SOUTH MIAMI BOULEVARD SUITE
300
DURHAM,NC27703
  PC HEART HEALTHY KIDS AND LIFESAVERS 100,000

AMERICAN RED CROSS

4700 MOUNT HOPE DRIVE
BALTIMORE,MD21215
  PC RED CROSS YOUTH CLUBS 25,000

ARC OF CARROLL COUNTY INC

180 KRIDERS CHURCH ROAD
WESTMINSTER,MD21158
  PC CAPITAL IMPROVEMENTS - RESIDENTIAL 50,000

ARC OF HOWARD COUNTY

11735 HOMEWOOD ROAD
ELLICOTT CITY,MD21042
  PC SPONSORSHIP: GOLF OUTING 1,551

ASCENSION ST AGNES HOSPITAL FOUNDATION

900 SOUTH CATON AVENUE
BALTIMORE,MD21229
  PC ASCENSION SAINT AGNES HOSPITAL MOBILE HEALTH CLINIC AND FAMILY BIRTHING CENTER RENOVATION 50,000

ASIA ART ARCHIVE IN AMERICA INCORPORATED

23 CRANBERRY STREET
BROOKLYN,NY11201
  PC OPERATING SUPPORT 10,000

BALLET WEST

52 WEST 200 SOUTH
SALT LAKE CITY,UT84101
  PC THE KAHLERT FOUNDATION EDUCATION SCHOLARSHIP 200,000

BALTIMORE AREA COUNCIL BOY SCOUTS OF AMERICA

701 WYMAN PARK DRIVE
BALTIMORE,MD21211
  PC FY 24 SPONSORSHIP 2,500

BALTIMORE MUSEUM OF INDUSTRY

1415 KEY HIGHWAY
BALTIMORE,MD21230
  PC EDUCATIONAL PROGRAMS AT THE BMI 25,000

BALTIMORE SQUASHWISE

2801 SISSON STREET SUITE 100
BALTIMORE,MD21211
  PC SQUASHWISE CENTER FOR YOUTH PARTNERSHIP & PROGRAM RELOCATION 75,000

BIOTECHNICAL INSTITUTE OF MARYLAND

1101 WEST PRATT STREET SUITE 302
BALTIMORE,MD21223
  PC BREAKING BARRIERS IN BIOTECH 50,000

BOYS & GIRLS CLUBS OF CARROLL COUNTY

71 EAST MAIN STREET
WESTMINSTER,MD21157
  PC KAHLERT LEADERSHIP ACADEMY 150,000

BOYS & GIRLS CLUBS OF METRO BALTIMORE

1201 SOUTH SHARP STREET SUITE 302
BALTIMORE,MD21230
  PC BALTIMORE RAVENS BOYS & GIRLS CLUB AT HILTON RECREATION CENTER (CAPITAL & OPERATING SUPPORT) 300,000

BOYS HOPE GIRLS HOPE OF BALTIMORE

3817 FLEETWOOD AVENUE
BALTIMORE,MD21206
  PC GENERAL OPERATING SUPPORT 50,000

BRENDAN CORPORATION

1501 M STREET NW SUITE 340
WASHINGTON,DC20005
  PC BRENDAN SAILING 25,000

BRIDGINGLIFE AKA CARROLL HOSPICE

292 STONER AVENUE
WESTMINSTER,MD21157
  PC EXPANSION OF BRIDGINGLIFE'S INPATIENT FACILITY, DOVE HOUSE 100,000

BRIGHT MINDS FOUNDATION

10910 ROUTE 108
ELLICOTT CITY,MD21042
  PC FY 24 SPONSORSHIP FUNDRAISER AND GOLF OUTING, IMPROVING STUDENT ATTENDANCE AND EDUCATIONAL ENGAGEMENT, AND SPONSORSHIP: BRIGHT FUTURES FUNDRAISER (5/6/2024) AND GOLF CLASSIC (10/16/2024) 42,500

CAL RIPKEN SR FOUNDATION

1427 CLARKVIEW ROAD
BALTIMORE,MD21209
  PC RIPKEN FOUNDATION STEM CENTERS IN CARROLL AND HOWARD COUNTIES AND SPONSORSHIP: GOLF OUTING 506,000

CALVERT SCHOOL

105 TUSCANY ROAD
BALTIMORE,MD21210
  PC OPERATING SUPPORT 5,000

CAMP ATTAWAY

9770 PATUXENT WOODS DRIVE SUITE 303
COLUMBIA,MD21046
  PC 2024 CAMP, PARENT EDUCATION/SUPPORT GROUPS,YR-ROUND CAMPER ACTIVITIES AND GIN & JAZZ SPONSORSHIP 47,500

CAPTAINS FOR CLEAN WATER

P O BOX 1653
FORT MYERS,FL33902
  PC OPERATING SUPPORT 10,000

CARING AND SHARING MINISTRIES INC

P O BOX 384
TANEYTOWN,MD21787
  PC COMMUNITY NEEDS 15,000

CARING CARROLL INC

255 CLIFTON BOULEVARD SUITE 213
WESTMINSTER,MD21157
  PC SPONSORSHIP: GOLF CLASSIC AND CARING CARROLL REGIONAL NON-EMERGENCY MEDICAL TRANSPORTATION PILOT AND GROWTH 52,687

CARROLL COMMUNITY COLLEGE FOUNDATION INC

1601 WASHINGTON ROAD
WESTMINSTER,MD21157
  PC SPONSORSHIP: GALA, CARROLL'S STRATEGIC PRIORITIES, SPECIAL GRANT TO HELP WITH NAMING COSTS, SPONSORSHIP: FAMILY FUN FEST, AND GIFT IN HONOR OF DR. JAMES BALL'S RETIREMENT 632,000

CARROLL COUNTY BUREAU OF AGING & DISABILITIES - VETERAN SERVICES PROGRAM

125 STONER AVENUE
WESTMINSTER,MD21157
  PC VETERAN SERVICES PROGRAM OF CARROLL COUNTY/OLDER ADULT EMERGENCY FUND 100,000

CARROLL COUNTY CHAMBER OF COMMERCE FOUNDATION

9 EAST MAIN STREET SUITE 105
WESTMINSTER,MD21157
  PC SPONSORSHIP: OUTSTANDING TEACHER AWARD 5,000

CARROLL COUNTY CHAMBER OF COMMERCE

9 EAST MAIN STREET SUITE 105
WESTMINSTER,MD21157
  PC SPONSORSHIP: 2024 WOMEN'S CONFERENCE 2,500

CARROLL COUNTY FOOD SUNDAY

P O BOX 2160 10 DISTILLERY DRIVE
WESTMINSTER,MD21157
  PC VEGGIE VOUCHER PROGRAM 2024 27,000

CARROLL COUNTY VETERANS INDEPENDENCE PROJECT

P O BOX 2878
WESTMINSTER,MD21157
  PC CARROLL COUNTY VETERANS INDEPENDENCE PROJECT (CCVIP) AND SPONSORSHIP: GALA 80,000

CARROLL COUNTY YOUTH SERVICE BUREAU INC

59 KATE WAGNER ROAD
WESTMINSTER,MD21157
  PC CCYSB'S BUILDING ADDITION AND MOBILE TREATMENT PROGRAM 200,000

CARROLL HOSPITAL CENTER AUXILIARY

200 MEMORIAL AVENUE
WESTMINSTER,MD21157
  PC FY 2024 CARROL HOSPITAL GALA 5,500

CARROLL HOSPITAL CENTER FOUNDATION INC

200 MEMORIAL AVENUE
WESTMINSTER,MD21157
  PC SIMULATION CENTER AND RADIATION THERAPY TECHNOLOGY 750,000

CARROLL TECHNOLGY AND INNOVATION COUNCIL INC

255 CLIFTON BOULEVARD
WESTMINSTER,MD21157
  PC CYBERSECURITY IN AGRICULTURE LEADERSHIP PROGRAM 30,000

CARRY ON FOUNDATION

125 WEST 500 SOUTH
PROVO,UT84601
  PC CARRY ON FOUNDATION SKATEPARK AND PROGRAM EXPANSION 50,000

CARSON SCHOLARS FUND

215 WASHINGTON AVENUE SUITE 250
TOWSON,MD21204
  PC FY 24 SPONSORSHIP GOLF OUTING AND 2025 CARSON SCHOLAR INITIATIVE: 45 SCHOLARSHIPS, BANQUET SPONSORSHIP AND OPERATIONAL ASSISTANCE 77,500

CASEY CARES FOUNDATION

7100 COLUMBIA GATEWAY DRIVE SUITE
155
COLUMBIA,MD21046
  PC FAMILY FESTIVITIES PROGRAM 20,000

CENTRAL SCHOLARSHIP BUREAU

6 PARK CENTER COURT SUITE 211
OWINGS MILLS,MD21117
  PC CENTRAL SCHOLARSHIP BUREAU SCHOLARSHIP FUND AND CAREER TRAINING GRANT FUND 30,000

CHANGE THE CONVERSATION

1925 OLD VALLEY ROAD SUITE 3
STEVENSON,MD21153
  PC TURN THE TALK 30,000

CHASE BREXTON HEALTH SERVICES INC

1111 NORTH CHARLES STREET
BALTIMORE,MD21201
  PC EXPANDED ACCESS TO NUTRITION ASSISTANCE AND MEDICAL TRANSLATION 50,000

CHESAPEAKE BAY OUTWARD BOUND SCHOOL

1900 EAGLE DRIVE
BALTIMORE,MD21207
  PC CHARTING NEW PATH FOR LEAD INSTRUCTORS AND SPONSORSHIP: 2024 CORNERSTONE AWARDS (NAVIGATOR SPONSOR) 105,000

CHILDREN OF INCARCERATED PARENTS PARTNERSHIP INC

22 SOUTH MARKET STREET SUITE 101A
FREDERICK,MD21701
  PC COIPP: EDUCATIONAL RESOURCE BOX & SUMMER SCHOLARSHIPS FOR KIDS 30,000

CHILDREN'S CANCER FOUNDATION

5570 STERRETT PLACE 204
COLUMBIA,MD21044
  PC 2024 CCF RESEARCH SYMPOSIUM, CCF VIDEO, AND FAMILY HOLIDAY EVENT 50,000

CHILDREN'S INN AT NIH INC

7 WEST DRIVE
BETHESDA,MD20814
  PC RENOVATING "A PLACE LIKE HOME" TO MEET FUTURE PATIENT NEEDS OF THE NATIONAL INSTITUTES OF HEALTH 100,000

CITY TEACHING ALLIANCE

1800 WASHINGTON BOULEVARD SUITE 411
BALTIMORE,MD21230
  PC CITY TEACHING ALLIANCE DIVERSE, EFFECTIVE, INCLUSIVE EDUCATORS FOR BALTIMORE CITY 75,000

CITY YOUTH MATRIX

5710 KENT DRIVE
NEW MARKET,MD21774
  PC CYM FAMILY EMPOWERMENT PROGRAM 20,000

COMMUNITY FOUNDATION OF CARROLL COUNTY

255 CLIFTON BOULEVARD SUITE 313
WESTMINSTER,MD21157
  PC SPONSORSHIP: PHILANTHROPIST OF THE YEAR EVENT 3,093

COMMUNITY FOUNDATION OF HOWARD COUNTY

6680 MARTIN ROAD
COLUMBIA,MD21044
  PC FY 24 SPONSORSHIP, CFHOCO GENERAL OPERATING FUNDS REQUEST,YEARS 3 THRU 5 OF 50TH ANNIVERSARY, AND SPONSORSHIP: SPRING PARTY FUNDRAISER 70,000

COMMUNITY FOUNDATION OF UTAH

1245 BRICKYARD ROAD SUITE 410
SALT LAKE CITY,UT84106
  PC EVENT DONATION 515

COOL KIDS CAMPAIGN FOUNDATION

8422 BELLONA LANE SUITE 102
TOWSON,MD21204
  PC FREE TUTORING AND COLLEGE TRANSITION SUPPORT AND SPONSORSHIP: KEN SINGLETON CELEBRITY CLASSIC (GOLF, EXPOS SPONSOR PACKAGE) 56,218

CRISTO REY JESUIT HIGH SCHOOL

420 SOUTH CHESTER STREET
BALTIMORE,MD21231
  PC CRISTO REY JESUIT HIGH SCHOOL SCHOLARSHIP 75,000

CURES WITHIN REACH

134 NORTH LASALLE 1130
CHICAGO,IL60602
  PC CLINICAL REPURPOSING TO IMPACT VETERANS' UNMET MEDICAL NEEDS: FY2024 100,000

DAILY BREAD BASKET INC

1 HOPI COURT
RANDALLSTOWN,MD21133
  PC OPERATING SUPPORT 5,000

DAYS END FARM HORSE RESCUE

1372 WOODBINE ROAD
WOODBINE,MD21797
  PC BUILDING THE NATIONAL EQUINE WELFARE CENTER (CAPITAL CAMPAIGN) 50,000

DOWNTOWN SAILING CENTER

1425 KEY HIGHWAY
BALTIMORE,MD21230
  PC OPERATING SUPPORT 5,000

DVA AND MORE INC

3790 OLD POST ROAD
SALISBURY,MD21804
  PC SPONSORSHIP: DRUG AND VIOLENCE AWARENESS EXPO 7,500

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BOULEVARD
GLENVIEW,IL60026
  PC OPERATING SUPPORT 10,000

EXPANDING BOUNDARIES INTERNATIONAL

596 SCOTT DRIVE
WESTMINSTER,MD21157
  PC OPERATING SUPPORT 5,000

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036
  PC FY 24 SPONSORSHIP FOR NATIONAL CONFERENCE 10,000

FAMILY TREE

2108 NORTH CHARLES STREET
BALTIMORE,MD21218
  PC KIDS CARE PLUS (KCP) AND FAMILY CONNECTS MARYLAND (FCM) 50,000

FIRST FRUITS FARM INC

20431 MIDDLETOWN ROAD
FREELAND,MD21053
  PC FIRST FRUITS FARM FLAGSHIP FOUNDATION REQUEST - YEAR 2 100,000

FOLDS OF HONOR FOUNDATION

DEPARTMENT 13
TULSA,OK74182
  PC SPONSORSHIP: GOLF OUTING AND FOLDS OF HONOR - MARYLAND EDUCATIONAL SCHOLARSHIP FUND 105,000

FORT MEADE ALLIANCE FOUNDATION

7467 RIDGE ROAD SUITE 200
HANOVER,MD21076
  PC FY 24 GALA SPONSORSHIP AND CAREER TRANSITION PREPARATION (CTP) PROGRAM 56,000

FRANCISCAN CENTER

101 WEST 23RD STREET
BALTIMORE,MD21218
  PC FRANCISCAN CENTER RENAISSANCE/ELEMENTARY SCHOOL HEALTHY MEAL PARTNERSHIP AND SPONSORSHIP: 2ND ANNUAL PLATED EVENT 52,500

FREDERICK COMMUNITY COLLEGE FOUNDATION INC

ANNAPOLIS HALL 200 A-200 7932
OPOSSUMTOWN PIKE
FREDERICK,MD21702
  PC ESTABLISHING A CHILDREN OF INCARCERATED PARENTS PARTNERSHIP (COIPP) SCHOLARSHIP ENDOWMENT FUND 25,000

FREDERICK HEALTH HOSPICE

1 FREDERICK HEALTH WAY
FREDERICK,MD21701
  PC FREDERICK HEALTH HOSPICE VETERAN PROGRAM 50,000

FRIENDS OF DISABLED VETERANS IN CARROLL COUNTY

255 CLIFTON BOULEVARD SUITE 313
WESTMINSTER,MD21157
  PC NEW VAN PROJECT 50,000

FRIENDS OF THE HOWARD COUNTY LIBRARY INC

9411 FREDERICK ROAD
ELLICOTT CITY,MD21042
  PC BOOK OWNERSHIP FOR LANGUAGE AND EARLY LITERACY DEVELOPMENTAL FOUNDATIONS 15,000

FRIENDS OF THE LYRIC INC

59 SW FLAGLER AVENUE
STUART,FL34994
  PC OPERATING SUPPORT 20,000

FULLMER LEGACY FOUNDATION

155 NORTH 400 WEST SUITE 510
SALT LAKE CITY,UT84103
  PC FULLMER LEGACY CENTER 900,000

GBMC INC

6701 NORTH CHARLES STREET SUITE 101
BALTIMORE,MD21204
  PC THE PROMISE PROJECT (HOSPITAL ADDITION AND SANDRA R BERMAN PAVILION) AND SECOND SURGICAL ROBOT FOR GBMC 583,334

GILCHRIST HOSPICE CARE INC

11311 MCCORMICK ROAD SUITE 350
HUNT VALLEY,MD21031
  PC MUSIC THERAPY - THERAPEUTIC JOY AT END OF LIFE 25,000

GIRLS ON THE RUN OF CENTRAL MARYLAND

9150 RUMSEY ROAD SUITE A7
COLUMBIA,MD21045
  PC DISMANTLING FINANCIAL BARRIERS TO ENSURE EVERY GIRL CAN BE UNSTOPPABLE 35,000

GLENWOOD ACADEMY

3060 ROXBURY MILLS ROAD ROUTE 97
SUITE 112
GLENWOOD,MD21738
  PC BIG DREAMS AHEAD FOR GA! 150,000

HALE CENTRE THEATRE

9900 SOUTH MONROE STREET
SANDY,UT84070
  PC HALE CENTRE THEATRE ARTS & EDUCATION BEEHIVE 25,000

HIPPODROME FOUNDATION INC

416 WEST BALTIMORE STREET
BALTIMORE,MD21201
  PC FINISH THE FRANCE-MERRICK PERFORMING ARTS CENTER/KAHLERT ENTRY 125,000

HIRE HEROES USA

1360 UNION HILL ROAD BUILDING 2
SUITE A
ALPHARETTA,GA30004
  PC FREE CAREER SERVICES FOR MARYLAND'S VETERANS, MILITARY SPOUSES, AND ACTIVE DUTY PERSONNEL 75,000

HO HO HO INC DBA SANTA'S HELPERS ANONYMOUS

14411 COOPER ROAD
PHOENIX,MD21131
  PC ELVES HELPING FAMILIES IN NEED AT CHRISTMAS 15,000

HOFFA FOUNDATION

6028 SYKESVILLE ROAD
SYKESVILLE,MD21784
  PC HOFFA PROGRAM SUPPORT 40,000

HOMELESS PERSONS REPRESENTATION PROJECT

201 NORTH CHARLES STREET SUITE 1104
BALTIMORE,MD21201
  PC VETERANS LEGAL ASSISTANCE 20,000

HOOD COLLEGE

401 ROSEMONT AVENUE
FREDERICK,MD21701
  PC HOOD COLLEGE SCIENCE AND TECHNOLOGY CENTER EXPANSION AND NURSING SIMULATION EQUIPMENT 125,000

HOPE FOR HENRY FOUNDATION

2440 WISCONSIN AVENUE NW SUITE 201
WASHINGTON,DC20007
  PC REWARDING PEDIATRIC PATIENTS IN MARYLAND AND ELEVATING THEIR CARE 75,000

HOPE RISING FAMILY RESOURCE CENTER - WESLEY FREEDOM UNITED METHODIST CHURCH

961 JOHNSVILLE ROAD
ELDERSBURG,MD21784
  PC MENTAL HEALTH THERAPY SUPPORT 25,000

HOPECAM INC

12100 SUNSET HILLS ROAD SUITE C-10
RESTON,VA20190
  PC TWENTY YEARS OF HOPE - MARYLAND AND UTAH 20,000

HOPEWELL CANCER SUPPORT INC

P O BOX 755
BROOKLANDVILLE,MD21022
  PC STRENGTHENING HOPEWELL CONTINUES 75,000

HORIZON DAY CAMP

8 MARKET PLACE SUITE 331
BALTIMORE,MD21202
  PC HORIZON DAY CAMP ANNUAL REQUEST - 2024 50,000

HOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION

10901 LITTLE PATUXENT PARKWAY
COLUMBIA,MD21044
  PC MATHEMATICS AND ATHLETICS BUILDING NAMING 400,000

HOWARD COUNTY MEDICAL CENTER

5755 CEDAR LANE
COLUMBIA,MD21044
  PC THE PROMISE OF WOMEN'S HEALTH AT HOWARD COUNTY GENERAL HOSPITAL AND SPONSORSHIP: HEROES IN HEALTH CARE 505,000

HOWARD COUNTY VETERANS FOUNDATION INC

P O BOX 322
LISBON,MD21765
  PC OPERATING SUPPORT 10,000

I J & JEANNE WAGNER JEWISH COMMUNITY CENTER

2 NORTH MEDICAL DRIVE
SALT LAKE CITY,UT84113
  PC SALT LAKE JCC CAPITAL EXPANSION PROJECT 175,000

INTERFAITH HOUSING ALLIANCE

22 SOUTH MARKET STREET SUITE 217
FREDERICK,MD21701
  PC REHABILITATION OF WEINBERG HOUSE 25,000

INTERMOUNTAIN HEALTHCARE FOUNDATION INC

36 SOUTH STATE STREET
SALT LAKE CITY,UT84111
  PC PRIMARY CHILDREN'S HOSPITAL, PEDIATRIC CANCER AND INFUSION CENTER 1,000,000

IRVINE NATURE CENTER

11201 GARRISON FOREST ROAD
OWINGS MILLS,MD21117
  PC YOUTH EDUCATIONAL PROGRAMMING AT IRVINE NATURE CENTER 25,000

IVYMOUNT SCHOOL INC

11614 SEVEN LOCKS ROAD
ROCKVILLE,MD20854
  PC PARTNERING FOR PRODUCTIVE FUTURES 2 30,000

JACARANDA CENTER FOR FAMILY AND YOUTH DEVELOPMENT

9770 PATUXENT WOODS DRIVE SUITE 327
COLUMBIA,MD21046
  PC FAMILY STRENGTHENING AND DEVELOPMENT 10,000

JOHNS HOPKINS MEDICINE

750 EAST PRATT STREET SUITE 1700
BALTIMORE,MD21202
  PC EXPANDING MULTI-LEVEL SCHOOL-BASED PREVENTIVE MENTAL HEALTH INTERVENTIONS IN BALTIMORE CITY 125,000

JOSHUA M FREEMAN FOUNDATION

31255 AMERICANA PARKWAY
SELBYVILLE,DE19975
  PC OPERATING SUPPORT 10,000

JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND

1725 TWIN SPRINGS ROAD
BALTIMORE,MD21227
  PC SPONSORSHIP: 18 UNDER 18 EVENT 2024 AND JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND: JA FINANCE PARK AND ENTREPRENEURSHIP PATHWAYS EXPANSION 102,500

JUNIOR ACHIEVEMENT OF UTAH INC

515 SOUTH 700 EAST SUITE 1F
SALT LAKE CITY,UT84102
  PC OREM JUNIOR ACHIEVEMENT CITY CAPITAL CAMPAIGN PROJECT 200,000

JUST TRYAN IT

P O BOX 34589
BETHESDA,MD20827
  PC JUST TRYAN IT DEEP NEED GRANT FUND 30,000

KIDS WORLD OF SMILES INC

150 EAST MAIN STREET SUITE 100
WESTMINSTER,MD21157
  PC OPERATING SUPPORT 5,000

KIPP BALTIMORE

2000 EDGEWOOD STREET
BALTIMORE,MD21216
  PC KIPP FORWARD ALUMNI SUPPORT 75,000

LEADERSHIP HOWARD COUNTY

6760 ALEXANDER BELL DRIVE SUITE 260
COLUMBIA,MD21046
  PC SPONSORSHIP: LHC'S BIG EVENT 1,545

LEARNING UNDEFEATED INC

9841 WASHINGTONIAN BOULEVARD SUITE
330
GAITHERSBURG,MD20878
  PC 2024-2025 MOBILE STEM LABORATORY PROGRAM 75,000

LET'S GO BOYS AND GIRLS

2801 SISSON STREET
BALTIMORE,MD21211
  PC LETS GO BALTIMORE STEM PROGRAMS 25,000

LEUKEMIA & LYMPHOMA SOCIETY

3601 EISENHOWER AVENUE SUITE 450
ALEXANDRIA,VA22304
  PC VETERANS' DENTAL FINANCIAL ASSISTANCE PROGRAM 50,000

LITERACY COUNCIL OF CARROLL COUNTY INC

255 CLIFTON BOULEVARD SUITE 314
WESTMINSTER,MD21157
  PC SPONSORSHIP: GOLF OUTING AND OPERATIONAL SUPPORT FOR THE LITERACY COUNCIL ACTIVITIES 2024 32,500

LITERACY COUNCIL OF FREDERICK COUNTY INC

110 EAST PATRICK STREET
FREDERICK,MD21701
  PC EXPANDING ESSENTIAL ADULT LITERACY PROGRAMS 10,000

LONG REACH HIGH SCHOOL BOOSTERS CLUB

6101 OLD DOBBIN LANE
COLUMBIA,MD21045
  PC OPERATING SUPPORT 5,000

LOYOLA BLAKEFIELD

500 CHESTNUT AVENUE
TOWSON,MD21204
  PC GRANT FOR NEED-BASED FINANCIAL AID FOR STUDENTS WHO ALSO DEMONSTRATE TALENT IN WRESTLING 15,000

LOYOLA UNIVERSITY MARYLAND

4501 NORTH CHARLES STREET
BALTIMORE,MD21210
  PC LOYOLA UNIV MD: LCC EQUIPMENT UPGRADES, TRAINING FOR SCHOOL COUNSELORS, OR ENGINEERING EQUIPMENT 100,000

MACBETH ACADEMY

961 JOHNSVILLE ROAD
ELDERSBURG,MD21784
  PC CARROLL COUNTY YOUTH EDUCATIONAL (CCYE) 25,000

MAKE-A-WISH MID-ATLANTIC

6555 ROCK SPRING DRIVE SUITE 280
BETHESDA,MD20817
  PC FY23-24 MID-ATLANTIC WISHES: BALTIMORE WISH FUND ANCHOR PARTNER 125,000

MAKE-A-WISH UTAH

771 EAST WINCHESTER
MURRAY,UT84107
  PC NAMING OPPORTUNITY FOR A WISHING PLACE 500,000

MARQUETTE UNIVERSITY SCHOOL OF BUSINESS

P O BOX 1881
MILWAUKEE,WI53201
  PC OPERATING SUPPORT 10,000

MARYLAND ASSOCIATION OF RESOURCES FOR FAMILIES & YOUTH

1500 UNION AVENUE SUITE 2500
BALTIMORE,MD21211
  PC CENTERING YOUTH VOICES 20,000

MARYLAND FOOD BANK INC

2200 HALETHORPE FARMS ROAD
BALTIMORE,MD21227
  PC FY 24 SPONSORSHIP FOR PACK TO GIVE BACK AND FOODWORKS CULINARY TRAINING PROGRAM CAPITAL EXPANSION, COMPUTER LAB 95,000

MARYLAND SCIENCE CENTER

601 LIGHT STREET
BALTIMORE,MD21230
  PC MD SCIENCE CENTER 2024 SPONSORSHIP AND MARYLAND SCIENCE CENTER 50TH ANNIVERSARY CAPITAL CAMPAIGN & ANNUAL FREE ADMISSION 202,500

MARYLAND ZOOLOGICAL SOCIETY INC

1876 MANSION HOUSE DRIVE
BALTIMORE,MD21217
  PC THE MARYLAND ZOO IN BALTIMORE EDUCATION AND EXHIBIT SUPPORT 60,000

MEALS ON WHEELS OF CENTRAL MARYLAND INC

515 SOUTH HAVEN STREET
BALTIMORE,MD21224
  PC MEALS ON WHEELS OF CENTRAL MARYLAND CAPITAL CAMPAIGN AND OPERATING GRANT 150,000

MEDSTAR HEALTH

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
  PC MUSCULOSKELETAL RESEARCH & INNOVATION CENTER GAIT & MOTION ANALYSIS LAB AT MEDSTAR UNION MEMORIAL 250,000

MID ATLANTIC GIGABIT INNOVATION COLLABORATORY INC

P O BOX 517
WESTMINSTER,MD21157
  PC MAGIC CYBERSECURITY PROGRAM SUPPORT & THE WESTMINSTER ARIC PROJECT 30,000

MILDRED MINDELL FOUNDATION INC

9 OLD CREEK ROAD
OWINGS MILLS,MD21117
  PC OPERATING SUPPORT 25,000

MISSION OF MERCY

22 SOUTH MARKET STREET SUITE 6D
FREDERICK,MD21701
  PC SPONSORSHIP: GALA, FORGING FORWARD TOWARD THE FUTURE (A $1,000,000 MEDICAL & PROGRAM SUSTAINABILITY INITIATIVE), AND FORGING FORWARD FOR THE FUTURE - NEW MEDICAL CLINIC VEHICLE CAPITAL EXPENSES 182,500

MONTESSORI SCHOOL OF WESTMINSTER INC

1055 MONTESSORI DRIVE
WESTMINSTER,MD21158
  PC SUPPORTING AT-RISK LEARNERS 35,000

NATIONAL ABILITY CENTER

1000 ABILITY WAY
PARK CITY,UT84060
  PC ADAPTIVE RECREATION PROGRAMMING 100,000

NATIONAL AQUARIUM INC

501 EAST PRATT STREET
BALTIMORE,MD21202
  PC STEM EDUCATION & PUBLIC ENGAGEMENT ON HARBOR WETLAND 50,000

NATURAL REFRIGERATION FOUNDATION

1001 NORTH FAIRFAX STREET SUITE 503
ALEXANDRIA,VA22314
  PC SPONSORSHIP: IIAR GOLF TOURNAMENT AND NATURAL REFRIGERATION FOUNDATION - FOUNDERS SCHOLARSHIPS FOR 2024-2025 NRF FISCAL YEAR 56,500

NAVY SEAL FOUNDATION

1619 D STREET BUILDING 5326
VIRGINIA BEACH,VA23459
  PC NAVY SEAL FOUNDATION WARRIOR FITNESS PROGRAM 100,000

NEXT ONE UP

P O BOX 22503
BALTIMORE,MD21203
  PC SUPPORT FOR NEXT ONE UP'S LONG-TERM MENTORING PROGRAMS FOR YOUNG MEN IN BALTIMORE CITY 50,000

NMAR INC

240 EAST LOUDON VALLEY DRIVE
PURCELLVILLE,VA20132
  PC "RELIGIOUS THOUGHT DURING TIMES OF NATIONAL CRISIS" FILM SERIES (WORKING TITLE) 50,000

NOVA PRINCIPLES FOUNDATION

333 EAST MAIN STREET UNIT 138
LEHI,UT84043
  PC NOVA PRINCIPLES PROGRAM 25,000

NUEVA VIDA INC

7501 OSLER DRIVE SUITE G-15
TOWSON,MD21204
  PC ADDRESSING CANCER DISPARITIES AMONG MEDICALLY UNDER RESOURCED LATINAS 25,000

OHANA OF HOWARD COUNTY INC

11350 TOOKS WAY
COLUMBIA,MD21044
  PC OHANAHC 20,000

OPERATION HOMEFRONT INC

17319 SAN PEDRO AVENUE SUITE 505
SAN ANTONIO,TX78232
  PC TRANSITIONAL HOUSING - APARTMENTS (MARYLAND) 250,000

OPERATION KIDS FOUNDATION

1245 EAST BRICKYARD ROAD SUITE 260
SALT LAKE CITY,UT84106
  PC ORPHAN MYTH DOCUMENTARY, HOOLIGANS TO HEROES CHARITY PROJECTS, AND CREATIVE VISIONS (FEEDING TOMORROW) 200,000

PARTNERSHIP AND INSPIRATION FOR ENGINEERNG EDUCATION AND ENTREPRENEURSHIP

7580 PRINCE ANDREW COURT
MARRIOTTSVILLE,MD21104
  PC ROBOTICS TODAY AND TOMORROW 15,000

PENN-MAR HUMAN SERVICES

310 OLD FREELAND ROAD
FREELAND,MD21053
  PC GALA SPONSORSHIP FY 2024 5,000

PORT DISCOVERY CHILDREN'S MUSEUM

35 MARKET PLACE
BALTIMORE,MD21202
  PC SPECIAL ANNUAL FUND CHALLENGE GRANT AND PORT DISCOVERY: ACCESS PROGRAM FUND + STEAM EXHIBIT 80,000

PREVENT LEGIONNAIRES

110 COUNTRYSIDE DRIVE
HENDERSONVILLE,TN37075
  PC MARYLAND LEGIONNAIRES DISEASE RESEARCH PROJECT 50,000

READING PARTNERS

1500 UNION AVENUE SUITE 2200
BALTIMORE,MD21211
  PC ONE-ON-ONE LITERACY TUTORING FOR BALTIMORE CITY STUDENTS 25,000

RICHCROFT INC

11350 MCCORMICK ROAD EP4 - SUITE
700
HUNT VALLEY,MD21031
  PC RICHCROFT MOBILITY VAN REQUEST 35,000

ROCHESTER INSTITUTE OF TECHNOLOGY

P O BOX 92765
ROCHESTER,NY14692
  PC OPERATING SUPPORT 20,000

ROLAND PARK COUNTRY SCHOOL

5204 ROLAND AVENUE
BALTIMORE,MD21210
  PC THE KAHLERT TUTRONE SCHOLARSHIP 100,000

RONALD MCDONALD HOUSE CHARITIES OF MARYLAND INC

1 AISQUITH STREET
BALTIMORE,MD21202
  PC RMHC MARYLAND ANNUAL OPERATING GRANT 2024 110,000

SALVATION ARMY OF CENTRAL MARYLAND

300 HAHN ROAD
WESTMINSTER,MD21157
  PC BRASS HAT CAFE ON THE GO 25,000

SAMUEL READY SCHOLARSHIPS INC

P O BOX 202
RIDERWOOD,MD21139
  PC SCHOLARSHIP FUNDS FOR ACADEMICALLY PROMISING GIRLS WITH LIMITED RESOURCES IN THE BALTIMORE AREA 30,000

SEMPER FI & AMERICA'S FUND

825 COLLEGE BOULEVARD SUITE 102 PMB
609
OCEANSIDE,CA92057
  PC SERVICE MEMBER & FAMILY SUPPORT FOR MARYLAND SERVICE MEMBERS, VETERANS, AND MILITARY FAMILIES 125,000

SHEPHERD'S CLINIC

2800 KIRK AVENUE
BALTIMORE,MD21218
  PC SHEPHERD'S GENERAL OPERATING SUPPORT 25,000

SINAI HOSPITAL OF BALTIMORE INC

2401 WEST BELVEDERE AVENUE
BALTIMORE,MD21215
  PC SINAI REHABILITATION CENTER & EMERGENCY DEPARTMENT MODERNIZATION AND SINAI REGIONAL MEDICAL CAMPUS 350,000

SLEEP IN HEAVENLY PEACE INC

1560 ELDRIDGE AVENUE
TWIN FALLS,ID83301
  PC NO KID SLEEPS ON THE FLOOR IN OUR TOWN! MD-FREDERICK AND HOWARD COUNTIES 2023 10,000

SPY HOP PRODUCTIONS

208 WEST HARVEY MILK BOULEVARD
SALT LAKE CITY,UT84101
  PC SPY HOP YOUTH MEDIA ARTS CENTER 300,000

ST MARY'S COLLEGE OF MARYLAND FOUNDATION

18952 EAST FISHER ROAD
ST MARYS CITY,MD20686
  PC STONE SCHOLARSHIP FUND 35,000

STEVENSON UNIVERSITY

1525 GREENSPRING VALLEY ROAD
STEVENSON,MD21153
  PC MIDDLE INCOME AND STEM SCHOLARSHIPS 50,000

STUDENT SUPPORT NETWORK

1810-J YORK ROAD 233
LUTHERVILLE,MD21093
  PC ROOMS OF SUPPORT 10,000

SUNDANCE INSTITUTE

1500 KEARNS BOULEVARD SUITE B110
PARK CITY,UT84060
  PC SUNDANCE INSTITUTE'S UTAH COMMUNITY PROGRAMS AND THE SUNDANCE FILM FESTIVAL'S 40TH ANNIVERSARY 50,000

THANKSGIVING POINT

3003 NORTH THANKSGIVING WAY
LEHI,UT84043
  PC NAMING RIGHTS AT CURIOSITY FARMS AND THE SCIENCE AND TECH CENTER 25,000

TOWSON UNIVERSITY FOUNDATION

8000 YORK ROAD
TOWSON,MD21252
  PC YEAR 4 OF 5 - TOWSON UTEACH, ENGLISH LANGUAGE LEARNER (ELL) STUDENT SUCCESS FUND & CHP BUILDING 600,000

TRACY'S KIDS INC

5509 DEVON ROAD
BETHESDA,MD20814
  PC ART THERAPY FOR MILITARY CHILDREN AND FAMILIES DIAGNOSED WITH CANCER AND BLOOD DISORDERS 20,000

TRI COUNTY COUNCIL FOUNDATION

31901 TRI COUNTY WAY
SALISBURY,MD21804
  PC PROJECT OPPORTUNITY 25,000

TYLER ROBINSON FOUNDATION

400 SOUTH 4TH STREET SUITE 500
LAS VEGAS,NV89101
  PC TRF FAMILY GRANTS 100,000

UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC

20 NORTH PINE STREET ROOM S746
BALTIMORE,MD21201
  PC THE KAHLERT CENTER FOR TRANSLATIONAL ADDICTION MEDICINE AND INTRA-OSSEOUS NERVE ANATOMY OF THE SACRO-ILIAC JOINT 1,300,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION

4603 CALVERT ROAD
COLLEGE PARK,MD20740
  PC 2024 MARYLAND REGIONAL KIDWIND CHALLENGE AND RELIEVING STUDENT EXPENSES 50,000

UNIVERSITY OF MARYLAND GLOBAL CAMPUS FOUNDATION

3300 METZEROTT ROAD
ADELPHI,MD20783
  PC PILLARS OF STRENGTH SCHOLARSHIP PROGRAM/VETERANS ASSISTANCE FUND 125,000

UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION INC SHOCK TRAUMA

110 SOUTH PACA STREET 9TH FLOOR
BALTIMORE,MD21201
  PC CISIR; PEER RECOVERY COACH PROGRAM (PRC) 200,000

UNIVERSITY OF MARYLAND ST JOSEPH MEDICAL CENTER

7601 OSLER DRIVE
TOWSON,MD21204
  PC UM SJMC SANDRA R. BERMAN OUTPATIENT CARDIOVASCULAR CENTER RENOVATION PROJECT 50,000

UNIVERSITY OF UTAH

332 SOUTH 1400 EAST SUITE 150
SALT LAKE CITY,UT84112
  PC KAHLERT VILLAGE / KAHLERT INITIATIVE FOR TECHNOLOGY (KIT)*, CRIMSON CLUB SCHOLARSHIP FUND, BOB ALLEN ENDOWED SCHOLARSHIP FUND, THE KAHLERT SCHOOL OF COMPUTING, UNIVERSITY OF UTAH HEALTH - NATIVE AMERICAN RESEARCH INTERNSHIP FILM, UTAH HOUSE IN WASHINGTON D.C. PROPOSED "KAHLERT HALL" EVENT VENUE IN THE CARRIAGE HOUSE, RED BUTTE GARDEN-MUSEUMS FOR ALL, NARI FILM PROJECT 2,875,000

USTAMID-ATLANTIC SECTION INC

620 HERNDON PARKWAY SUITE 290
HERNDON,VA20170
  PC USTA MID-ATLANTIC - GIRLS RULE THE COURT (GRTC) AND TENNIS 101 SERIES 45,000

UTAH CRIMSON COLLECTIVE

111 EAST 300 SOUTH UNIT 900
SALT LAKE CITY,UT84111
  PC EMPOWERING STUDENT-ATHLETES 50,000

UTAH DECA

P O BOX 978
CLEARFIELD,UT84089
  PC UTAH DECA SCHOLARSHIP AND CONFERENCE GRANT 25,000

UTAH FILM CENTER

50 WEST BROADWAY SUITE 1125
SALT LAKE CITY,UT84101
  PC GREAT SALT LAKE AND EDUCATIONAL AND PROFESSIONAL PIPELINE FOR FILMMAKERS 175,000

UTAH GUARD CHARITABLE TRUST

17800 SOUTH CAMP WILLIAMS ROAD
BUILDING 800
BLUFFDALE,UT84065
  PC OPERATION SUPPORT OUR FAMILIES 25,000

UTAH OLYMPIC LEGACY FOUNDATION

P O BOX 980337
PARK CITY,UT84098
  PC HEALTHY COMMUNITIES AND SCHOLARSHIP 25,000

UTAH'S FIRST LADY FOUNDATION DBA SHOW UP UTAH

4492 NORTH CREST RIDGE ROAD
LEHI,UT84043
  PC UTAH'S FIRST LADY FOUNDATION/SHOW UP FOR FOSTER CARE - CARE COMMUNITIES PILOT PROJECT 50,000

VILLAGE IN HOWARD INC

P O BOX 1276
COLUMBIA,MD21045
  PC CAPACITY BUILDING AND EXPANSION OF COMMUNITY OUTREACH 15,000

WESTMINSTER INGLESIDE FOUNDATION

2275 RESEARCH BOULEVARD SUITE 450
ROCKVILLE,MD20850
  PC MEMORY SUPPORT ASSISTED LIVING TECHNOLOGY AND CAPITAL IMPROVEMENTS 50,000

WESTMINSTER RESCUE MISSION

P O BOX 285 658 LUCABAUGH MILL ROAD
WESTMINSTER,MD21158
  PC PATHWAYS TO RECOVERY CENTER: EXPANDING ACCESS TO SERVICES 70,000

WIDE ANGLE YOUTH MEDIA

2601 NORTH HOWARD STREET SUITE 160
BALTIMORE,MD21218
  PC WIDE ANGLE YOUTH MEDIA STUDIOS AT THE SERVICE CENTER CAPITAL CAMPAIGN 50,000

WOMAN TO WOMAN MENTORING INC

22 SOUTH MARKET STREET SUITE 321
FREDERICK,MD21701
  PC FY25 WOMEN IN STEM PROGRAMS FOR WOMEN 18-35 30,000

Y IN CENTRAL MARYLAND

303 WEST CHESAPEAKE AVENUE
BALTIMORE,MD21204
  PC HILL Y FAMILY CENTER RENOVATIONS: BUILDING MEMBERSHIP THROUGH IMPROVED ACCESSIBILITY 150,000

ZACHING AGAINST CANCER FOUNDATION

6700 ALEXANDER BELL DRIVE SUITE 185
COLUMBIA,MD21046
  PC SPONSORSHIP: ZACHING GOLF OUTING AND DIRECT PATIENT OUTREACH PROGRAM 52,500
Total .................................right arrow 3a 21,741,943
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
    14 430,869  
4 Dividends and interest from securities ....     14 1,172,781  
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 .....     14 2,626  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 19,258,646  
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 20,864,922 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
20,864,922
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 23,500 23,500   0

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

TY 2023 DepreciationSchedule
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
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
14-INCH MACBOOK PRO - SPACE GRAY 2023-01-09 2,842 284 SL 5.000000000000 568 0    
16-INCH MACBOOK PRO - SPACE GRAY 2023-01-09 3,834 383 SL 5.000000000000 767 0    
DELL 15.6" LATITUDE 5540 + SAMSUNG 24" MONITOR + LOGITECH MOUSE 2023-12-26 1,605   SL 5.000000000000 161 0    
HP OFFICE JET PRO 9015E 2023-12-26 295   SL 5.000000000000 30 0    

TY 2023 GeneralExplanationAttachment
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Identifier Return Reference Explanation
MISSION STATEMENT FORM 990-PF THE KAHLERT FOUNDATION'S MISSION IS TO PROVIDE GRANTS TO NON-PROFIT ORGANIZATIONS TO IMPROVE THE QUALITY OF LIFE AND WELL-BEING OF THE COMMUNITY IN THE AREAS OF HEALTH CARE, EDUCATION, YOUTH PROGRAMS, VETERAN ORGANIZATIONS, AND HUMAN SERVICES. OUR FOCUS IS THE STATES OF MARYLAND AND UTAH.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 1,813,490 1,751,736

TY 2023 InvestmentsCorpStockSchedule
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 48,945,293 461,870,656
MUTUAL FUNDS 21,862,488 25,569,385

TY 2023 InvestmentsGovtObligationsSch
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
US Government Securities - End of Year Book Value:

2,935,233
US Government Securities - End of Year Fair Market Value:

2,814,927
State & Local Government Securities - End of Year Book Value:


20,000
State & Local Government Securities - End of Year Fair Market Value:


19,360


TY 2023 LandEtcSchedule2
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
14-INCH MACBOOK PRO - SPACE GRAY 2,842 852 1,990 1,990
16-INCH MACBOOK PRO - SPACE GRAY 3,834 1,150 2,684 2,684
DELL 15.6" LATITUDE 5540 + SAMSUNG 24" MONITOR + LOGITECH MOUSE 1,605 161 1,444 1,444
HP OFFICE JET PRO 9015E 295 30 265 265


TY 2023 LegalFeesSchedule
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,530 3,530   0


TY 2023 OtherExpensesSchedule
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MARKETING AND WEBSITE 32,955 0   32,955
MISCELLANEOUS 125 0   125
OFFICE EXPENSE 3,083 0   3,083
TELEPHONE 938 0   938
INSURANCE 4,411 0   4,411
BANK SERVICE CHARGES 1,387 1,387   0


TY 2023 OtherIncomeSchedule2
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 2,626 2,626 2,626


TY 2023 OtherIncreasesSchedule
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Description Amount
RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS 9,727


TY 2023 OtherProfessionalFeesSchedule
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 212,280 212,280   0
CUSTODY FEES 4,083 4,083   0
PROFESSIONAL FEES 6,725 0   6,725


TY 2023 TaxesSchedule
Name:
THE KAHLERT FOUNDATION INC
EIN:
52-1798711
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX ON INVESTMENT INCOME FOR FYE 06/30/2023 254,034 0   0
FOREIGN TAXES WITHHELD ON INVESTMENTS 3,025 3,025   0