Civic Intelligence

Patricia and Mark Joseph Shelter Foundation Inc

EIN 52-1738992 • 501(c)3 • Baltimore, MD

Profile

To provide housing, including owning, investing in and operating rental housing projects and all related amenities to benefit homeless persons, the elderly and persons of low or moderate income; to educate the public about housing needs; to provide education and training in housing management and related services; and to operate programs which aid distressed urban areas.

2 Hamill Road 339Baltimore, MD 21210

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.18x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

1.54x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

56th percentile

6.6%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$43,466

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

56th percentile

7.3%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$47,118,575

Up $3,200,102 (+7.3%) from 2023

Liabilities

Down

$8,512,255

Down $399,898 (-4.5%) from 2023

Net Assets

Up

$38,606,320

Up $3,600,000 (+10%) from 2023

Revenue

Up

$5,530,967

Up $1,232,498 (+29%) from 2023

Expenses

Down

$5,167,218

Down $1,811,727 (-26%) from 2023

Net Income

Up

$363,749

Up $3,044,225 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $33,062,095Liabilities 2010: $11,791,701Net Assets 2010: $21,270,3942010Assets 2011: $32,863,907Liabilities 2011: $11,569,421Net Assets 2011: $21,294,4862011Assets 2012: $33,974,638Liabilities 2012: $11,036,629Net Assets 2012: $22,938,0092012Assets 2013: $36,529,657Liabilities 2013: $12,042,928Net Assets 2013: $24,486,7292013Assets 2014: $37,672,083Liabilities 2014: $12,320,211Net Assets 2014: $25,351,8722014Assets 2015: $46,449,772Liabilities 2015: $12,049,979Net Assets 2015: $34,399,7932015Assets 2016: $45,008,397Liabilities 2016: $19,342,587Net Assets 2016: $25,665,8102016Assets 2017: $52,039,122Liabilities 2017: $15,120,045Net Assets 2017: $36,919,0772017Assets 2018: $45,763,578Liabilities 2018: $13,150,197Net Assets 2018: $32,613,3812018Assets 2019: $47,034,723Liabilities 2019: $11,927,175Net Assets 2019: $35,107,5482019Assets 2020: $48,601,554Liabilities 2020: $10,465,870Net Assets 2020: $38,135,6842020Assets 2021: $50,852,875Liabilities 2021: $9,560,386Net Assets 2021: $41,292,4892021Assets 2022: $42,394,224Liabilities 2022: $8,574,301Net Assets 2022: $33,819,9232022Assets 2023: $43,918,473Liabilities 2023: $8,912,153Net Assets 2023: $35,006,3202023Assets 2024: $47,118,575Liabilities 2024: $8,512,255Net Assets 2024: $38,606,3202024

Highlighted filing

2024

Assets$47,118,575
Liabilities$8,512,255
Net Assets$38,606,320

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10M-$20MExpenses 2010: $2,807,9532010Expenses 2011: $3,094,2782011Expenses 2012: $2,991,5332012Revenue 2013: $4,008,128Expenses 2013: $3,339,849Net Income 2013: $668,2792013Revenue 2014: $4,425,156Expenses 2014: $3,486,006Net Income 2014: $939,1502014Revenue 2015: $15,959,646Expenses 2015: $6,038,527Net Income 2015: $9,921,1192015Revenue 2016: $3,478,633Expenses 2016: $13,576,031Net Income 2016: -$10,097,3982016Revenue 2017: $15,274,723Expenses 2017: $7,931,052Net Income 2017: $7,343,6712017Revenue 2018: $4,526,517Expenses 2018: $5,539,192Net Income 2018: -$1,012,6752018Revenue 2019: $4,187,180Expenses 2019: $5,637,133Net Income 2019: -$1,449,9532019Revenue 2020: $3,933,057Expenses 2020: $3,825,066Net Income 2020: $107,9912020Revenue 2021: $6,368,087Expenses 2021: $4,473,434Net Income 2021: $1,894,6532021Revenue 2022: $4,227,120Expenses 2022: $4,881,819Net Income 2022: -$654,6992022Revenue 2023: $4,298,469Expenses 2023: $6,978,945Net Income 2023: -$2,680,4762023Revenue 2024: $5,530,967Expenses 2024: $5,167,218Net Income 2024: $363,7492024

Highlighted filing

2024

Revenue$5,530,967
Expenses$5,167,218
Net Income$363,749

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.1$8.51$38.6$5.53$5.17$0.36
2023Detailed filing. Detailed filing data is available for this year.$43.9$8.91$35.0$4.30$6.98$2.68
2022Detailed filing. Detailed filing data is available for this year.$42.4$8.57$33.8$4.23$4.88$0.65
2021Detailed filing. Detailed filing data is available for this year.$50.9$9.56$41.3$6.37$4.47$1.89
2020Detailed filing. Detailed filing data is available for this year.$48.6$10.5$38.1$3.93$3.83$0.11
2019Detailed filing. Detailed filing data is available for this year.$47.0$11.9$35.1$4.19$5.64$1.45
2018Summary only. Only limited summary data is available for this year.$45.8$13.2$32.6$4.53$5.54$1.01
2017Detailed filing. Detailed filing data is available for this year.$52.0$15.1$36.9$15.3$7.93$7.34
2016Detailed filing. Detailed filing data is available for this year.$45.0$19.3$25.7$3.48$13.6$10.1
2015Detailed filing. Detailed filing data is available for this year.$46.4$12.0$34.4$16.0$6.04$9.92
2014Detailed filing. Detailed filing data is available for this year.$37.7$12.3$25.4$4.43$3.49$0.94
2013Detailed filing. Detailed filing data is available for this year.$36.5$12.0$24.5$4.01$3.34$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$11.0$22.9$2.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$11.6$21.3$3.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$11.8$21.3$2.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 22, 2025
Return Version
2024v5.2
Gross Receipts
$7,922,725
Mission and Program Overview

Mission

To provide housing, including owning, investing in and operating rental housing projects and all related amenities to benefit homeless persons, the elderly and persons of low or moderate income; to educate the public about housing needs; to provide education and training in housing management and related services; and to operate programs which aid distressed urban areas.

To provide affordable housing to persons of low and moderate income and to make grants to nonprofit organizations and agencies that address the needs of children, the elderly and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,308,751$28,961,028▼ $2,347,723
Investments Other Securities$5,255,085$6,169,763▲ $914,678
Savings and Temporary Cash Investments$860,623$4,973,077▲ $4,112,454
Land, Buildings, and Equipment, Net$4,391,603$4,271,097▼ $120,506
Cash and Non-Interest-Bearing Accounts$1,145,220$1,699,983▲ $554,763
Prepaid Expenses and Deferred Charges$193,876$232,783▲ $38,907
Accounts Receivable$18,184$42,075▲ $23,891
Other Notes and Loans Receivable, Net$34,392$34,392→ $0
Total Assets$43,918,473$47,118,575▲ $3,200,102
Other Assets Total$710,739$734,377▲ $23,638
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,340,393$6,030,804▼ $309,589
Grants Payable$2,357,911$2,179,629▼ $178,282
Accounts Payable and Accrued Expenses$108,927$209,272▲ $100,345
Other Liabilities$80,686$81,879▲ $1,193
Deferred Revenue$24,236$10,671▼ $13,565
Total Liabilities$8,912,153$8,512,255▼ $399,898
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,006,320$38,606,320▲ $3,600,000
Total Net Assets Fund Balance$35,006,320$38,606,320▲ $3,600,000
Total Liabilities and Net Assets / Fund Balance$43,918,473$47,118,575▲ $3,200,102

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,512,002$8,256,637$11,768,639
Land$750,000-$750,000
Other Land Buildings$9,095$323,816$332,911
Other Securities$3,499,683--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Tracey R TizardAssistant Secretary$43,466$43,466

Board Members and Trustees

NameTitle
Patricia H JosephChairperson
Mark K JosephPresident/treasurer
Cara S WeimanVice-president
Jessica K JosephVice-president
Jonathan D EisnerDirector
Patricia P BaumDirector
Shale D StillerDirector
Robert C Embry JrSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Enterprise Residential LLCManagement Fee875 HOLLINS ST 202, Baltimore, MD 21201$244,184
Rbc Wealth ManagementAsset Management Fee1906 TOWN CENTER BLVD SUITE 375, Annapolis, MD 21401$117,605
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,934,974
Investment Income
$1,557,833
Other Revenue
$38,160
Change in Net Assets
$363,749

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,411,911
Revenue Not Reported on Financial Statements
$119,056
Revenue Not Reported on Form 990
$3,218,468
Total Revenue per Audited Statements
$8,630,379
Total Revenue per Form 990
$5,530,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,596,880
Other Expenses$2,056,510
Salaries, Compensation, and Employee Benefits$513,828
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,596,880--$2,596,880
Occupancy$537,717$2,166-$539,883
Interest$389,438--$389,438
Other Salaries and Wages$350,614$13,050-$363,664
Depreciation Depletion$295,047--$295,047
Fees for Services Management-$244,184-$244,184
Fees for Services Other$101,410$26,137-$127,547
Fees for Service Investment Mgmnt Fees-$117,605-$117,605
Other Employee Benefits$102,801--$102,801
Fees for Services Accounting-$100,790-$100,790
Current Officers, Directors, Trustees, and Key Employees$41,906$1,560-$43,466
Insurance-$9,783-$9,783
Payroll Taxes$3,897--$3,897
Other Expenses$12,638$1,451-$1,451
Fees for Services Legal-$769-$769
Total Functional Expenses$4,649,723$517,495$0$5,167,218

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,167,218
Expenses per Audited Statements$5,048,162
Total Expenses per Audited Statements$5,030,379
Expenses Not Reported on Financial Statements$119,056
Expenses Not Reported on Form 990$-17,783
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baltimore Symphony OrchestraBaltimore, MD501(c)(3)Gala and Annual Fund$1,085,000
Baltimore Museum of ArtBaltimore, MD501(c)(3)Bma Gala, Annual Fund, Table Sponsor Bma Ball$566,000
Brown UniversityProvidence, RI501(c)(3)Contribution$150,000
Center for Urban FamiliesBaltimore, MD501(c)(3)Matching Grant$100,000
The Associated Jewish Federation of BaltimoreBaltimore, MD501(c)(3)Donation$100,000
Teach for AmericaNew York, NY501(c)(3)Donation$75,000
Baltimore School for the Arts FoundationBaltimore, MD501(c)(3)Bsa Expressions 2024$40,000
J Street Education FundWashington, DC501(c)(3)Donation$30,000
Kipp BaltimoreBaltimore, MD501(c)(3)Donation$30,000
The Seed School of MarylandBaltimore, MD501(c)(3)Donation$30,000
Enoch Pratt Free LibraryBaltimore, MD501(c)(3)Donation$25,000
Johns Hopkins UniversityBaltimore, MD501(c)(3)Donation$25,000
Springboard CollaborativePhiladelphia, PA501(c)(3)Donation$17,000
Maryland Philanthropy NetworkBaltimore, MD501(c)(3)Donation$15,480
Associated Black CharitiesBaltimore, MD501(c)(3)2024 Gala, Giving Tuesday$15,000
Baltimore Chamber OrchestraBaltimore, MD501(c)(3)Contribution$15,000
Baltimore Leadership School for Young WomenBaltimore, MD501(c)(3)Baltimore Leadership School (em)power$15,000
Greater Baltimore CommitteeBaltimore, MD501(c)(4)Annual Meeting$15,000
Higher Achievement BaltimoreWashington, DC501(c)(3)Donation$15,000
Maryland Food BankBaltimore, MD501(c)(3)Donation$15,000
Project Pneuma IncBaltimore, MD501(c)(3)Donation$15,000
The Brotherhoodsister SolNew York, NY501(c)(3)Donation$15,000
Wide Angle Youth MediaBaltimore, MD501(c)(3)Donation$12,500
Adelante LatinaBaltimore, MD501(c)(3)Donation$10,000
American Cancer SocietyAtlanta, GA501(c)(3)Donation$10,000
American Visionary Art MuseumBaltimore, MD501(c)(3)Donation$10,000
Arts Education in Maryland SchoolsBaltimore, MD501(c)(3)Donation$10,000
Collegebound FoundationBaltimore, MD501(c)(3)Donation$10,000
Fund for Educational ExcellenceBaltimore, MD501(c)(3)Donation$10,000
Jeremiah ProjectBaltimore, MD501(c)(3)Donation$10,000
Mentor the National PartnershipBoston, MA501(c)(3)Donation$10,000
St Stephen S and St Agnes School FoundationAlexandria, VA501(c)(3)Donation$10,000
United Way of Central MarylandBaltimore, MD501(c)(3)Donation$10,000
University of Baltimore FoundationBaltimore, MD501(c)(3)Donation$10,000
Wypr (your Public Radio Corporation)Baltimore, MD501(c)(3)Donation$7,500
Arts Every DayBaltimore, MD501(c)(3)Donation$7,000
Live BaltimoreBaltimore, MD501(c)(3)Donation$7,000
Baltimore Community FoundationBaltimore, MD501(c)(3)Bcf Civic Leadership$6,200
Planned ParenthoodBaltimore, MD501(c)(3)Donation$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit Liability$50,201
Accrued Interest Payable$31,678
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Mark joseph, patricia joseph, cara weiman and jessica joseph - family relationship

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent outside accountant of the foundation. Once prepared, the president and chairperson review form 990 before filing with the irs.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy requires any trustee, principal officer, or member of a committee with board delegated powers to disclose any actual or possible conflict of interest on an annual basis. If an actual or potential conflict of interest is disclosed, then the procedures for addressing the conflict of interest are as follows: a. An interested person may make a presentation at the board or committee meeting, but, after such presentation, he/she shall leave the meeting during the discussion of and the vote on the transaction or arrangement that results in the conflict of interest. B. The chairperson of the board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. C. After exercising due diligence, the board or committee shall determine whether the corporation can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. D. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the board or committee shall determine by a majority vote of the disinterested trustees whether the transaction or arrangement is in the corporation's best interest and for its own benefit and whether the transaction is fair and reasonable to the corporation and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. 4. Violations of the conflicts of interest policy a. If the board or committee has reasonable cause to believe that a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. B. If, after hearing the response of the member and making such further investigation as may be warranted in the circumstances, the board or committee determines that the member has in fact failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Part VI, Section C, Line 19

The foundation does not make its governing documents, conflict of interest policy, or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Patricia and Mark Joseph Shelter
EIN
52-1738992
Phone
4109620595
Address
2 HAMILL ROAD 339, BALTIMORE, MD 21210
Doing Business As
Patricia and Mark Joseph Foundation

Signing Officer

Name
Mark K Joseph
Title
President
Phone
4109620595
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark K Joseph
Formed
1988
Legal Domicile
Md
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
7

Preparer

Firm
Rsm US Llp
Address
100 INTERNATIONAL DRIVE SUITE 400, BALTIMORE, MD 21202
Preparer
Julia Flannery
Phone
4102469300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Present value adjustment 17,783.

Financial Statement Notes

PART X, LINE 2:

The foundation is generally exempt from federal and state income taxes under the provisions of section 501(c)(3) of the internal revenue code. However, the foundation is subject to income taxes on unrelated business income as defined by the internal revenue service. During the year ended december 31, 2024, the foundation had no taxable unrelated business income and accordingly, no provision for income taxes was required in the accompanying consolidated financial statements. Management evaluated the foundations tax positions and concluded that the foundation has no uncertain tax positions that require adjustment to the consolidated financial statements. The foundation files income tax returns in the u.s. Federal jurisdiction. Generally, the foundation is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years before 2021.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Present value adjustment -17,783.

Raw XML AppendixShowing 400 of 905 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICIA H JOSEPH
IRS990/Form990PartVIISectionAGrp/PersonNm1JESSICA K JOSEPH
IRS990/Form990PartVIISectionAGrp/PersonNm2CARA S WEIMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT C EMBRY JR
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICIA P BAUM
IRS990/Form990PartVIISectionAGrp/PersonNm5JONATHAN D EISNER
IRS990/Form990PartVIISectionAGrp/PersonNm6SHALE D STILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7TRACEY R TIZARD
IRS990/Form990PartVIISectionAGrp/PersonNm8MARK K JOSEPH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt743466
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT/TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0670377
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt02596880
IRS990/GrantsPayableGrp/BOYAmt02357911
IRS990/GrantsPayableGrp/EOYAmt02179629
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02596880
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02596880
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03062135
IRS990/GrossReceiptsAmt07922725
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09783
IRS990/InsuranceGrp/TotalAmt09783
IRS990/InterestGrp/ProgramServicesAmt0389438
IRS990/InterestGrp/TotalAmt0389438
IRS990/InvestmentIncomeGrp/ExclusionAmt0887456
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0887456
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05255085
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06169763
IRS990/InvestmentsPubTradedSecGrp/BOYAmt031308751
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028961028
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08580453
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04391603
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04271097
IRS990/LandBldgEquipCostOrOtherBssAmt012851550
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02391758
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HOUSING, INCLUDING OWNING, INVESTING IN AND OPERATING RENTAL HOUSING PROJECTS AND ALL RELATED AMENITIES TO BENEFIT HOMELESS PERSONS, THE ELDERLY AND PERSONS OF LOW OR MODERATE INCOME; TO EDUCATE THE PUBLIC ABOUT HOUSING NEEDS; TO PROVIDE EDUCATION AND TRAINING IN HOUSING MANAGEMENT AND RELATED SERVICES; AND TO OPERATE PROGRAMS WHICH AID DISTRESSED URBAN AREAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt06340393
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06030804
IRS990/NetAssetsOrFundBalancesBOYAmt035006320
IRS990/NetAssetsOrFundBalancesEOYAmt038606320
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0670377
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0670377
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03218468
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt035006320
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt038606320
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02166
IRS990/OccupancyGrp/ProgramServicesAmt0537717
IRS990/OccupancyGrp/TotalAmt0539883
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0710739
IRS990/OtherAssetsTotalGrp/EOYAmt0734377
IRS990/OtherChangesInNetAssetsAmt017783
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0102801
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0102801
IRS990/OtherExpensesGrp/Desc0OPERATIONS & MAINTENANC
IRS990/OtherExpensesGrp/Desc1AMORTIZATION
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01451
IRS990/OtherExpensesGrp/ProgramServicesAmt0217375
IRS990/OtherExpensesGrp/ProgramServicesAmt112638
IRS990/OtherExpensesGrp/TotalAmt0217375
IRS990/OtherExpensesGrp/TotalAmt112638
IRS990/OtherExpensesGrp/TotalAmt21451
IRS990/OtherLiabilitiesGrp/BOYAmt080686
IRS990/OtherLiabilitiesGrp/EOYAmt081879
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt038160
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt038160
IRS990/OtherRevenueTotalAmt038160
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013050
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0350614
IRS990/OtherSalariesAndWagesGrp/TotalAmt0363664
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt034392
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt034392
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03897
IRS990/PayrollTaxesGrp/TotalAmt03897
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0193876
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0232783
IRS990/PrincipalOfficerNm0MARK K JOSEPH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03934974
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03934974
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04550380
IRS990/PYInvestmentIncomeAmt01154185
IRS990/PYOtherExpensesAmt01952229
IRS990/PYOtherRevenueAmt022014
IRS990/PYProgramServiceRevenueAmt03122270
IRS990/PYRevenuesLessExpensesAmt0-2680476
IRS990/PYSalariesCompEmpBnftPaidAmt0476336
IRS990/PYTotalExpensesAmt06978945
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04298469
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0363749
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03973134
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0860623
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04973077
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt017000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0860246
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0877246
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2021 AMOUNT: $ 15,901. 2022 AMOUNT: $ 21,347. 2023 AMOUNT: $ 22,014. 2024 AMOUNT: $ 38,160.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0860246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0877246
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0887456
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0973368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0703085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01378743
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0858959
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04801611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03934974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03122270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03156574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03113713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03074098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016401629
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0887456
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0973368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0703085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01378743
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0858959
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04801611
IRS990ScheduleA/InvestmentIncomeCYPct00.21650
IRS990ScheduleA/InvestmentIncomePYPct00.22450
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt038160
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt022014
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt021347
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt015901
IRS990ScheduleA/OtherIncome509Grp/TotalAmt097422
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73950
IRS990ScheduleA/PublicSupportPY509Pct00.72880
IRS990ScheduleA/PublicSupportTotal509Amt016401629
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt017000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0860246
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0877246
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03934974
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03122270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03173574
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03973959
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03074098
IRS990ScheduleA/Total509Grp/TotalAmt017278875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04860590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04117652
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03898006
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05368603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03933057
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022177908
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03512002
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08256637
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt011768639
IRS990ScheduleD/ExpensesNotReportedAmt0-17783
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0119056
IRS990ScheduleD/ExpensesSubtotalAmt05048162
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0119056
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0119056
IRS990ScheduleD/LandGrp/BookValueAmt0750000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0750000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03218468
IRS990ScheduleD/OtherExpensesIncludedAmt0-17783
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09095
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0323816
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0332911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt031678
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt150201
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSIT LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt023217
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12646863
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt23499683
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN PARTNERSHIPS AND RENTAL PROJECT
IRS990ScheduleD/OtherSecuritiesGrp/Desc149071-BROWN ADVISORY SUSTAINABLE GROWTH FUND INVESTOR CLASS
IRS990ScheduleD/OtherSecuritiesGrp/Desc262051-VANGUARD WORLD FD FTSE SOCIAL INDEX FD ADMRL SHS(VFTAX)
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt03218468
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0119056
IRS990ScheduleD/RevenueSubtotalAmt05411911
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED BY THE INTERNAL REVENUE SERVICE. DURING THE YEAR ENDED DECEMBER 31, 2024, THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE FOUNDATIONS TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PRESENT VALUE ADJUSTMENT -17,783.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04271097

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