2024-11-15T11:12:40-06:00 2023-12-31 475153865 ROSEN SAPPERSTEIN & FRIEDLANDER LLC 405 YORK ROAD TOWSON MD 21204 990PF 2023-01-01 461353961 THE HELEN J SERINI FOUNDATION INC HELE 4106309061 PO BOX 146 REISTERSTOWN MD 21136 PAUL A SERINI PRESIDENT 4102447550 2024-11-15 1 0 GLENN M DAVIS CPA P00035412 4105810800 2024-11-13 2023 2024-10-15 13:58:12Z X 4156663 X X 121542 121542 274025 1288411 274025 395567 395567 0 0 0 168963 0 168963 54448 0 0 11233 11233 0 8988 249 0 127468 -16952 14855 371100 -5470 183818 275240 275240 646340 -5470 459058 -250773 401037 75619 297978 297978 2402709 1915455 3349342 520484 534933 509343 2998812 2748366 4156663 0 0 X 0 327 0 0 2998812 2748039 2998812 2748366 2998812 2748366 2998812 -250773 327 2748366 0 2748366 ARES INDUSTRIAL REIT INC P 2019-05-01 2023-02-28 450000 281674 168326 168326 ARES INDUSTRIAL REIT INC P 2019-12-02 2023-11-30 232811 164630 68181 68181 HINES GLOBAL INCOME TRUST P 2019-11-01 2023-10-31 195546 180090 15456 15456 ALPHABET INC CL C P 2019-05-13 2023-09-15 17290 7057 10233 10233 AT&T INC P 2022-08-18 2023-02-13 53577 51184 2393 2393 WP CAREY INC P 2013-09-25 2023-01-26 84943 80292 4651 4651 WP CAREY INC P 2013-09-25 2023-02-13 47035 44562 2473 2473 WP CAREY INC P 2013-09-30 2023-02-13 207209 204480 2729 2729 TESSAMAE K-1 P 2022-12-31 2023-12-31 417 -417 -417 274025 5574 0 5574 0 5574 7000 0 0 0 7000 X 139 1287 1287 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 WWW.HJSFOUNDATION.ORG THE HELEN J SERINI FOUNDATION INC 4106309061 11620 REISTERSTOWN ROAD 1000 REISTERSTOWN MD 21136 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL A SERINI PO BOX 146 REISTERSTOWN MD 21136 DIRECTOR/PRESIDENT 1.50 0 0 0 SUSAN M SERINI PO BOX 146 REISTERSTOWN MD 21136 DIRECTOR 1.50 0 0 0 KERRY A MCHUGH PO BOX 146 REISTERSTOWN MD 21136 DIRECTOR 18.00 0 0 0 J JAMES SERINI PO BOX 146 REISTERSTOWN MD 21136 DIRECTOR 1.50 0 0 0 P ALEX SERINI PO BOX 146 REISTERSTOWN MD 21136 DIRECTOR 1.50 0 0 0 ROBERT GEIS PO BOX 146 REISTERSTOWN MD 21136 DIRECTOR 1.50 0 0 0 KEVIN MCHUGH PO BOX 146 REISTERSTOWN MD 21136 DIRECTOR 1.50 0 0 0 NONE 0 NONE 0 CONVENINGS & NONPROFIT EDUCATION EVENTS - INCLUSIVE OF THE FREDERICK NONPROFIT SUMMIT, FREDERICK COUNTY PRIORITY PLANNING FOR NONPROFITS,LEADERSHIP FREDERICK COUNTY PRESENTATION, THINK BIG PARTICIPATION WITH MARYLAND NONPROFIT 2224 FUNDER CONVENINGS - INCLUSIVE OF PARTICIPATION IN LEADERSHIP OF EXPONENT PHILANTHROPY AND GROUP LEADERSHIP WITH MARYLAND PHILANTHROPY NETWORK, FREDERICKFUNDERS GROUP + ANNUAL DATA PROJECT, PRESENTATIONS/PANELS WITH PEAK GRANTMAKING,EXPONENT PHILANTHROPY, AND MPN, UNITED PHILANTHROPY FORUM, NCFP 1828 GRANTEE CAPACITY SUPPORT - DIRECT CAPACITY BUILDING OF GRANTEE ORGANIZATIONS, INCLUDING WEBSITE ASSISTANCE, MARKETING, NETWORKING & INTRODUCTIONS ACROSS GRANTEES, LOCAL TRAINING EVENT INFORMATION, AND PARTICIPATION INBANNER NEIGHBORHOOD'S ANNUAL COAT DISTRIBUTION 408 NEXT GENERATION SUPPORT- FACILITATION OF EXPONENT PHILANTHROPY NEXT GEN FELLOWS PROGRAM 3983 0 137507 70825 0 208332 0 0 208332 3125 205207 10260 10260 5574 5574 4686 0 4686 0 4686 459058 0 459058 4686 0 0 244270 240718 332129 334855 350437 1502409 459058 0 0 0 4686 454372 0 0 1956781 0 0 0 0 0 0 244270 1712511 240718 332129 334855 350437 454372 WWWHJSFOUNDATIONORGAPPLY 11620 REISTERSTOWN ROAD 1000 REISTERSTOWN MD 21136 4106309061 ALL APPLICATIONS MUST BE SUBMITTED ONLINE THROUGH THE APPLICATION PORTAL AT WWW.HJSFOUNDATION.ORG/APPLY. BEFORE SUBMITTING AN APPLICATION, ALL APPLICANTS MUST REVIEW THE GRANT GUIDELINES, TYPES OF GRANTS MADE, AND APPLICATION PROCESSES BY VISITING WWW.HJSFOUNDATION.ORG/GRANTS. GRANT APPLICATIONS ARE NOT REVIEWED OR ACCEPTED BY MAIL, EMAIL, OR IN ANY OTHER FORMAT. ALL OTHER INQUIRIES CAN BE SENT TO: THE HELEN J. SERINI FOUNDATION P.O. BOX 146 REISTERSTOWN, MD 21136 INFO@HJSFOUNDATION.ORG THE FOUNDATION ACCEPTS GRANT REQUESTS ONCE A YEAR. PLEASE REFER TO OUR WEBSITE FOR INFORMATION. WE ACCEPT UNSOLICITED LOI SUBMISSIONS FROM ORGANIZATIONS THAT SERVE ANNE ARUNDEL COUNTY, BALTIMORE COUNTY, BALTIMORE CITY, AND FREDERICK COUNTY. WE REQUIRE THAT ALL GRANT APPLICANTS: 1) ARE IN OUR GEOGRAPHIC FOCUS AREA, 2) PROVIDE EVIDENCE OF TAX EXEMPTION UNDER SECTION 501(C)(3), 3) PROVIDE UP-TO-DATE CONTACT DETAILS, AND 4) ADHERE TO THE PRINCIPLES OF THE FOUNDATION'S MISSION STATEMENT. WE OFFER LEADERSHIP DEVELOPMENT GRANTS, AS WELL AS THREE TYPES OF MAJOR GRANTS: GENERAL OPERATING SUPPORT, CAPACITY BUILDING SUPPORT, AND PROJECT/PROGRAM-SPECIFIC GRANTS. GRANTS WILL NOT BE MADE TO INDIVIDUALS, POLITICAL ACTION COMMITTEES OR LOBBYING ORGANIZATIONS, ORGANIZATIONS THAT ARE TAX EXEMPT UNDER IRC 509(A)(3), RELIGIOUS INSTITUTIONS THAT HAVE NOT APPLIED FOR OR RECEIVED 501(C)(3) STATUS, OR ANY ORGANIZATION THAT ENGAGES IN DISCRIMINATORY PRACTICES AGAINST ANY CLASS OF INDIVIDUALS PROTECTED UNDER APPLICABLE FEDERAL OR STATE LAW. ADOPTION EXCHANGE ASSOCIATION 605 GLOBAL WAY SUITE 100 LINTHICUM MD 21090 PC LEADERSHIP DEVELOPMENT SUPPORT FOR FACILITATED GROUP SESSIONS ON GENDER IDENTITY AND DEI TOPICS WITH EXPERT CONSULTANTS TO CONTINUE SHIFT OUR ORGANIZATION FROM BEING AN EXCLUSIVE CLUB TO AN INCLUSIVE ORGANIZATION 5000 ADOPTIONS TOGETHER INC 4061 POWDER MILL ROAD SUITE 320 CALVERTON MD 20705 PC GENERAL OPERATING SUPPORT TO MAINTAIN AND GROW INFANT ADOPTION PLACEMENT COUNSELING AND SUPPORT SERVICES, OLDER CHILD ADOPTION PLACEMENT SERVICES, AND SPECIALIZED THERAPEUTIC SERVICES THAT KEEP FAMILIES FORMED THROUGH ADOPTION STRONG.LEADERSHIP DEVELOPMENT SUPPORT FOR KEY STAFF MEMBERS TO ATTEND THE 2023 ATTACH CONFERENCE, AS WELL AS EXECUTIVE COACHING FOR THE INCOMING AND OUTGOING CEOS DURING A SUCCESSION TRANSITION. 20000 BALTIMORE COMMUNITY TOOLBANK 1224 WICOMICO STREET BALTIMORE MD 21230 PC GENERAL OPERATING SUPPORT FOR THE TOOLBANK'S WORK TO ENHANCE ACCESS TO RESOURCES FOR ORGANIZATIONS AND COMMUNITIES IN THE GREATER BALTIMORE AREA VIA TOOLS, EQUIPMENT AND EXPERTISE. FIRST OF THREE INSTALLMENTS IN A $45,000 TOTAL GRANT AWARD. 15000 BELIEVE BIG 4821 BUTLER ROAD SUITE 1D GLYNDON MD 21136 PC ENERAL OPERATING SUPPORT TO HELP BELIEVE BIG'S WORK BRIDGING THE GAP BETWEEN CONVENTIONAL AND COMPLEMENTARY MEDICINE FOR FIGHTING CANCER. 2000 CASH CAMPAIGN OF MARYLAND INC 575 S CHARLES STREET SUITE 500 BALTIMORE MD 21201 PC GENERAL OPERATING SUPPORT TO INCREASE THE FINANCIAL CAPABILITY OF LOW-TO-MODERATE INCOME INDIVIDUALS AND FAMILIES THROUGH DIRECT SERVICES, PRACTITIONER TRAINING, AND ADVOCACY. FIRST OF THREE INSTALLMENTS. 10000 MENTAL HEALTH ASSOCATION OF FREDERICK COUNTY 226 S JEFFERSON STREET FREDERICK MD 21701 PC GENERAL OPERATING SUPPORT TO ELIMINATE SYSTEMIC BARRIERS BY INSURING THAT A PERSONS INABILITY TO PAY FOR MENTAL HEALTH TREATMENT ISN'T A ROADBLOCK TO RECEIVING CARE, COORDINATING SERVICES WITH OTHER PROVIDERS, AND ADVOCATING FOR POLICY CHANGES.PROGRAM-SPECIFIC SUPPORT FOR THE LAUNCH AND ONGOING PROGRAMMING OF MHA'S NEW CRISIS STABILIZATION CENTER 15000 HEALTHCARE ACCESS MARYLAND 1 N CHARLES STREET SUITE 900 BALTIMORE MD 21201 PC GENERAL OPERATING SUPPORT FOR HEALTHCARE ACCESS MARYLAND'S WORK TO IMPROVE THE HEALTH OF MARYLAND RESIDENTS, ADDRESS THE COMMUNITY'S GREATEST HEALTH NEEDS AND ADVANCE HCAM'S ADVOCACY PRIORITIES. 15000 MARYLAND CENTER ON ECONOMIC POLICY 1800 N CHARLES STREET BALTIMORE MD 21201 PC GENERAL OPERATING SUPPORT TO HELP MARYLAND RESIDENTS ADVANCE INNOVATIVE POLICY ECONOMIC IDEAS 22500 MARYLAND CITIZEN'S HEALTH INITIATIVE EDUCATION FUND 2600 ST PAUL STREET BALTIMORE MD 21218 PC TO PROVIDE GENERAL OPERATING SUPPORT 10000 MARYLAND HUNGER SOLUTIONS AN INITIATIVE OF THE FOOD RESOURCE & ACTION CENT 711 WEST 40TH STREET SUITE 360 BALTIMORE MD 21211 PC GENERAL OPERATING SUPPORT FOR MARYLAND HUNGER SOLUTIONS' WORK IN ANTI-HUNGER ADVOCACY, WORKING TO CREATE HUNGER-FREE COMMUNITIES AND IMPROVE NURTITION, HEALTH, AND ECONOMIC SECURITY ACROSS MARYLAND. FIRST OF THREE INSTALLMENTS. 20000 MARYLAND NEW DIRECTIONS INC 2700 NORTH CHARLES STREET SUITE 200 BALTIMORE MD 21218 PC GENERAL OPERATING SUPPORT TO PARTIALLY SUPPORT ONGOING SERVICE PROVISION WITHIN MARYLAND NEW DIRECTIONS' AWARD WINNING EMPLOYMENT TRAINING PROGRAMS. 7500 MARYLAND PHILANTHROPY NETWORK 1600 WEST 41ST STREET SUITE 700 BALTIMORE MD 21211 PC GENERAL OPERATING SUPPORT FOR MARYLAND PHILANTHROPY NETWORK'S PROGRAMS AND OPERATIONS, SUPPORTING THE ORGANIZATION'S MISSION TO MAXIMIZE THE IMPACT OF GIVING ON COMMUNITY LIFE THROUGH A GROWING NETWORK OF DIVERSE, INFORMED AND EFFECTIVE PHILANTHROPISTS. 5740 MARYLAND PHILANTHROPY NETWORKBALTIMORE DIGITAL EQUITY COALITION 1600 W 41ST STREET 700 BALTIMORE MD 21211 PC GENERAL OPERATING SUPPORT TO ENABLE BALTIMORE DIGITAL EQUITY COALITION TO BRIDGE THE DIGITAL DIVIDE THAT HAS BEEN BROUGHT TO LIGHT BY THE COVID-19 PANDEMIC, BY PROVIDING BALTIMORE RESIDENTS WITH A STABLE INTERNET CONNECTION, DIGITAL DEVICES, TECHNICAL SUPPORT AND TRAINING 15000 MARYLAND PHILANTHROPY NETWORKCOMMUNITY WEATH BUILDERS 1600 W 41ST STREET 700 BALTIMORE MD 21202 PC GENERAL OPERATING SUPPORT TO CONTINUE AND GROW COMMUNITY WEALTH BUILDERS' CORE PROGRAMS, WHICH TAP COMMUNITY WEALTH BUILDING (CWB) STRATEGIES/MODELS TO FOSTER MORE EQUITABLE, SUSTAINABLE, AND RESILIENT NEIGHBORHOOD-BASED ECONOMIES. 20000 MARYLAND VOLUNTEER LAWYER SERVICES INC 201 N CHARLES STREET 1400 BALTIMORE MD 21201 PC GENERAL OPERATING SUPPORT FOR MVLS' WORK TO REMOVE BARRIERS TO HOMEOWNERSHIP AND PREVENT WEALTH EXTRACTION FROM HISTORICALLY BLACK BALTIMORE COMMUNITIES USING THE TOOLS OF LEGAL AID, OUTREACH AND ADVOCACY. 10000 STUDENT SUPPORT NETWORK INC 1740 EAST JOPPA ROAD SUITE 200 BALTIMORE MD 21234 PC GENERAL OPERATING SUPPORT FOR STUDENT SUPPORT NETWORK'S MISSION TO IMPROVE THE LIVES OF BALTIMORE COUNTY STUDENTS VIA FOOD, BASIC NECESSITIES, AND ADVOCACY. 2500 THE BE ORG 636 N GILMOR ST BALTIMORE MD 21217 PC SUPPORT TO EXPAND THE BE.ORG'S PROGRAM OFFERINGS FOR BALTIMORE AREA YOUTH INCLUDING SOCIAL EMOTIONAL LEARNING, STEM, AND COLLEGE AND CAREER READINESS. 5000 UNITED WAY OF FREDERICK COUNTY 629 N MARKET ST FREDERICK MD 21701 PC PROGRAM-SPECIFIC SUPPORT FOR THE RIDE UNITED NETWORK, WHICH PROVIDES ALICE FAMILIES WITH AFFORDABLE, RELIABLE, AND SAFE ACCESS TO COMMUNITY SERVICES AND EMPLOYMENT OPPORTUNITIES. 20000 BANNER NEIGHBORHOODS COMMUNITY 2911 PULASKI HWY BALTIMORE MD 21224 PC GENERAL OPERATING SUPPORT FOR BANNER NEIGHBORHOODS' WORK TO PROMOTE RESIDENT-BASED LEADERSHIP, NEIGHBORHOOD PRIDE AND STABILITY, AND PROVIDE DIRECT SERVICES THAT CONTRIBUTE TO THE OVERALL STABILITY OF PARTS OF EAST AND SOUTHEAST BALTIMORE VIA COMMUNITY ENGAGEMENT, HOME MAINTENANCE & HOUSING UPDATES FOR SENIORS, AND YOUTH PROGRAMMING. 10000 BALTIMORE RACIAL JUSTICE ACTION FISCALLY SPONSORED BY FUSION PARTNERSHIPS 1601 GUILFORD AVE 2 SOUTH BALTIMORE MD 21202 PC GENERAL OPERATING SUPPORT FOR BRJA'S ONGOING WORK WITH ORGANIZATIONS AND THE PUBLIC CONTRIBUTING TO DISMANTLING WHITE SUPREMACY AND ANTI-BLACKNESS AND MOVING TOWARDS RACIAL JUSTICE 10000 FREESTATE JUSTICE 2601 N HOWARD STREET SUITE 120 BALTIMORE MD 21218 GENERAL OPERATING SUPPORT FOR FREESTATE JUSTICE'S WORK TO IMPROVE THE LIVES OF LGBTQ MARYLANDERS THROUGH FREE LEGAL SERVICES, COMMUNITY OUTREACH, AND POLICY ADVOCACY. 15000 LITERACY COUNCIL OF FREDERICK COUNTY EAST PATRICK STREET FREDERICK MD 21701 PC GENERAL OPERATING SUPPORT FOR THE LITERACY COUNCIL'S STAFF TEAM WHICH COORDINATES PROGRAMS (COMMUNITY CLASSES, TUTORING, PARENT LITERACY (IN 4 FCPS TITLE I ELEMENTARY SCHOOLS) AND WORKPLACE LITERACY ENGLISH CLASSES FOR LOW-WAGE EMPLOYEES, AND OUR 125+ VOLUNTEERS. 10000 LANGTON GREEN 3016 ARUNDEL ON THE BAY ROAD ANNAPOLIS MD 21403 PC PROGRAM-SPECIFIC SUPPORT FOR WAGES FOR ADULTS WITH INTELLECTUAL DISABILITIES ON LANGTON GREEN COMMUNITY FARM IN MILLERSVILLE, MD 10000 275240 0 14 121542 18 274025 0 395567 0 395567 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 54448 0 0 DIRECT CHARITABLE ACTIVITIES PART I, LINE 24, COLUMN (D) THIS TOTAL INCLUDES $40,249 IN DIRECT CHARITABLE ACTIVITIES CONDUCTED BY THE FOUNDATION. SEE PART IX-A FOR DETAILS. COMPENSATION OF KERRY MCHUGH PART VIII, LINE 1 KERRY MCHUGH RECEIVES COMPENSATION FOR HER TIME WORKING AS THE FOUNDATION'S CHIEF PROGRAM OFFICER, AS SHE DEVOTES 37.5 HOURS PER WEEK IN THAT CAPACITY TO OVERSEE THE FOUNDATION'S GRANTMAKING AND NONPROFIT CAPACITY BUILDING ACTIVITIES. KERRY ALSO SERVES AS A DIRECTOR AND BOARD SECRETARY, BUT DOES NOT RECEIVE COMPENSATION FOR THE ADDITIONAL 20 HOURS OF TIME PER QUARTER FULFILLING THOSE ROLES. LPL FINANCIAL - EQUITIES AND OPTIONS 311713 1728800 WP CAREY CAREY WATERMARK INVESTORS INC. 28998 28998 FS ENERGY AND POWER FUND 96579 96579 SOCIAL TOASTER INC. 58402 58402 CARTER VALIDUS MISSION 46810 46810 HMS INCOME FUND 163596 163596 PREVINEX LLC CONVERTIBLE DEBT 10000 26800 MAINLINE TECHNOLOGIES 30000 30000 PREVINEX LLC EQUITY 25000 25000 GRIFFIN AMERICAN HEALTHCARE REIT IV INC 100000 100000 BLACK CREEK INDUSTRIAL REIT IV 466348 466348 HINES GLOBAL INCOME TRUST 435009 435009 NUVEEN GLOBAL CITIES REIT INC 143000 143000 K-1 - PIXELLIGENT TECHNOLOGIES, LLC AT COST 15232 0 K-1 - CAREY EUROPEAN STUDENT HOUSING FUND I, LP AT COST 58451 48093 MMG CONVERTIBLE NOTE AT COST 75000 75000 FEDERATED CHARITIES AT COST 74250 74250 2428 N. CALVERT NOTE AT COST 312000 312000 INSURANCE 3061 0 3061 BANK FEES 194 0 194 CONSULTING FEES 11000 0 11000 PIXELLIGENT TECHNOLOGIES, LLC 85769 0 0 TESSEMAE'S LLC 18653 0 0 CAREY EUROPEAN STUDENT HOUSING FUND I 6369 -16952 0 MMG FUSION, LLC 1822 0 0 DUES/MEMBERSHIP 600 0 600 REVENUE NOT RECORDED ON BOOKS 327 INVESTMENT MANAGEMENT FEES 11233 11233 0 FOREIGN TAX PAID 249 249 0 FEDERAL TAX PAID 8739 0 0