2024-05-15T10:09:46-05:00 2023-06-30 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2022-07-01 521795790 GARRETT-JACOBS MANSION ENDOWMENT FUND INC GARR 4105396914 11 WEST MOUNT VERNON PLACE BALTIMORE MD 21201 J AUSTIN BITNER EXECUTIVE DIRECTOR 4105396914 2024-05-14 1 J AUSTIN BITNER 999009999 0 CHRISTOPHER LEHMAN P02033500 4105840060 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z J AUSTIN BITNER 11 WEST MOUNT VERNON PLACE BALTIMORE MD 21201 311899 0 X WWW.GARRETTJACOBSMANSION.ORG X 1992 MD THE MISSION OF THE GARRETT-JACOBS MANSION ENDOWMENT FUND IS TO PRESERVE AND RESTORE THE MANSION AS A NATIONAL HISTORIC LANDMARK AND TO SHARE THE HISTORY, ARCHITECTURAL AND CIVIC LEGACY OF THE MANSION FOR THE BENEFIT AND EDUCATION OF THE PUBLIC. 14 13 0 0 0 0 15704 14895 0 0 -10235 17288 140580 134258 146049 166441 0 0 0 0 0 0 0 0 0 59127 147197 59127 147197 86922 19244 946676 965030 883237 882347 63439 82683 X THE MISSION OF THE GARRETT-JACOBS MANSION ENDOWMENT FUND IS TO PRESERVE AND RESTORE THE MANSION AS A NATIONAL HISTORIC LANDMARK AND TO SHARE THE HISTORY, ARCHITECTURAL AND CIVIC LEGACY OF THE MANSION FOR THE BENEFIT AND EDUCATION OF THE PUBLIC. 0 0 IN 1992, THE GARRETT-JACOBS MANSION ENDOWMENT FUND (GJMEF), A 501(C)(3)ORGANIZATION, WAS FORMED; ITS SOLE MISSION IS TO PRESERVE THE ARCHITECTURAL AND HISTORICAL CHARACTER OF THIS IMPORTANT AND UNIQUE STRUCTURE. THE ONGOING REHABILITATION PRESERVES THE MANSION AS A CHERISHED ARTIFACT FROM ANOTHER AGE AND RETURNS IT TO ITS RIGHTFUL ROLE AS A GATHERING-PLACE FOR SOCIAL, BUSINESS AND CIVIC FUNCTIONS. A "FRIENDS OF THE MANSION" PUBLIC MEMBERSHIP PROGRAM BRINGS ADDITIONAL FINANCIAL SUPPORT TO THE MANSION AND WELCOMES VISITORS TO ENJOY ITS BEAUTY AND PROGRAMS. THE ENGINEERS CLUB AND THE ENDOWMENT FUND WORK COOPERATIVELY TO PRESENT CONCERTS, THEATRICAL PERFORMANCES, SYMPOSIA AND OTHER EDUCATIONAL PROGRAMS TO WHICH THE PUBLIC ARE INVITED. THE ENDOWMENT FUND'S DISTINGUISHED ADVISORY COUNCIL, MADE UP OF MUSEUM PROFESSIONALS, HISTORIANS, ARCHITECTS AND PRESERVATIONISTS, ADVISES THE MANSION ON FULFILLING ITS EDUCATIONAL MISSION, WITH A PARTICULAR FOCUS ON BALTIMORE'S GILDED AGE. WE HAVE ESTABLISHED PARTNERSHIPS AND OTHER COLLABORATIONS WITH CULTURAL RESOURCES AND HISTORIC SITES IN MOUNT VERNON AND THROUGHOUT THE CITY. OUR PROGRAMS HAVE CEMENTED STRONG PARTNERSHIPS WITH THE WALTERS ART MUSEUM, MARYLAND HISTORICAL SOCIETY AND OTHER IMPORTANT INSTITUTIONS. OUR MEMBERSHIP IN THE GREATER BALTIMORE HISTORY ALLIANCE HELPS US BUILD PARTNERSHIPS WITH HISTORIC HOMES AND SMALL HISTORY MUSEUMS THROUGHOUT THE REGION. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 MD X DOUG SUESS 4105124580 849 FAIRMOUNT AVENUE SUITE 100 BALTIMORE MD 21286 2 CORY COLASSARD TRUSTEE 0.00 X 0 0 0 1 JEFFREY CALDWELL PRESIDENT 4.00 X 0 0 0 5 JEFFREY HOSSFELD TRUSTEE 4.00 X 0 0 0 6 JOHN CARROLL WEISS III TRUSTEE 4.00 X 0 0 0 7 ROBERT W CROSBY TRUSTEE 4.00 X 0 0 0 8 HAROLD K (HAL) RESNICK PHD TRUSTEE 4.00 X 0 0 0 1 LISA KEIR TRUSTEE 4.00 X 0 0 0 4 MICHAEL DICK TRUSTEE 4.00 X 0 0 0 3 JUDITH PROFFITT TRUSTEE 4.00 X 0 0 0 5 DAVID H GLEASON FAIA TRUSTEE 4.00 X 0 0 0 7 JAMES A DURKAY TRUSTEE 4.00 X 0 0 0 8 JOHNS W HOPKINS JR TRUSTEE 4.00 X 0 0 0 9 SALLY JOHNSTON TRUSTEE 4.00 X 0 0 0 J BITNER EXECUTIVE DIRECTOR 4.00 40.00 X 0 102156 7200 0 102156 7200 0 0 0 0 0 14895 14895 17288 17288 279716 145458 134258 134258 166441 0 0 151546 11063 11063 22 22 218 218 10339 10339 31253 31253 1002 1002 BAD DEBT EXPENSES 56100 56100 MANSION MAINTAINANCE 20000 20000 WEBSITE 17200 17200 147197 0 147197 0 161645 203743 414628 358527 168580 24200 100000 201823 275560 3000 946676 965030 4595 3705 3500 3500 875142 875142 883237 882347 X 53439 72683 10000 10000 63439 82683 946676 965030 19244 0 X 0 0 0 X 10319 26112 1570 14895 52896 10319 26112 1570 14895 52896 52896 11234 6498 624 -10235 17288 25409 78305 0.67550 0.98010 X 0 X PART X, LINE 2: THE ENDOWMENT, A NOT-FOR-PROFIT ORGANIZATION, IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS RECOGNIZED AS SUCH BY THE INTERNAL REVENUE SERVICE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ENDOWMENT PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR, WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2023, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2020 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ENDOWMENT FILES TAX RETURNS. IT IS THE ENDOWMENT'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. FIREBALL 147925 147925 74905 GOLF OUTING 90000 90000 41982 3 41791 41791 28571 279716 279716 145458 145458 134258 FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS CIRCULATED TO THE BOARD OF TRUSTEES FOR APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ENGINEERING SOCIETY OF BALTIMORE INC 11 WEST MT VERNON PLACE BALTIMORE MD 21201 520305098 TO PROVIDE PERSONAL, PROFESSIONAL & SOCIAL DEVELOPMENT TO ITS MEMBERS. MD 501(C)(7) N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE ENGINEERING SOCIETY OF BALTIMORE INC D 100000 FMV