Civic Intelligence

Ida and Joseph Shapiro Foundation Inc.

990PF • Fiscal year 2023 • EIN 52-6037720

Sep 01, 2022 to Aug 31, 2023 • Filed on Oct 27, 2023

Organization Profile
1829 Reisterstown Rd 430Baltimore, MD 21208

(410) 486-3100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

11th percentile

-64%

Higher net margin than 11% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

31st percentile

-3.4%

Faster asset growth than 31% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-55%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$640,636

Down $22,600 (-3.4%) from 2022

Net Assets

Down

$640,636

Down $22,600 (-3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin11th percentile

Revenue

Down

$36,610

Down $44,293 (-55%) from 2022

Expenses

Up

$59,875

Up $2,105 (+3.6%) from 2022

Net Income

Down

-$23,265

Down $46,398 (-201%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $722,512Liabilities 2010: $0Net Assets 2010: $722,5122010Assets 2012: $682,345Liabilities 2012: $0Net Assets 2012: $682,3452012Assets 2013: $661,481Liabilities 2013: $0Net Assets 2013: $661,4812013Assets 2014: $724,058Liabilities 2014: $0Net Assets 2014: $724,0582014Assets 2015: $727,186Liabilities 2015: $0Net Assets 2015: $727,1862015Assets 2016: $686,363Liabilities 2016: $0Net Assets 2016: $686,3632016Assets 2017: $642,989Liabilities 2017: $0Net Assets 2017: $642,9892017Assets 2018: $641,828Liabilities 2018: $0Net Assets 2018: $641,8282018Assets 2019: $627,284Liabilities 2019: $0Net Assets 2019: $627,2842019Assets 2020: $575,649Liabilities 2020: $0Net Assets 2020: $575,6492020Assets 2021: $602,090Liabilities 2021: $0Net Assets 2021: $602,0902021Assets 2022: $663,236Liabilities 2022: $0Net Assets 2022: $663,2362022Assets 2023: $640,636Liabilities 2023: $0Net Assets 2023: $640,6362023Assets 2024: $671,992Liabilities 2024: $0Net Assets 2024: $671,9922024Assets 2025: $902,770Liabilities 2025: $0Net Assets 2025: $902,7702025

Highlighted filing

2023

Assets$640,636
Liabilities$0
Net Assets$640,636
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2010: $47,0822010Expenses 2012: $46,7742012Expenses 2013: $50,7102013Revenue 2014: $124,070Expenses 2014: $61,493Net Income 2014: $62,5772014Revenue 2015: $64,185Expenses 2015: $61,057Net Income 2015: $3,1282015Revenue 2016: $37,170Expenses 2016: $77,993Net Income 2016: -$40,8232016Revenue 2017: $33,508Expenses 2017: $57,420Net Income 2017: -$23,9122017Revenue 2018: $63,918Expenses 2018: $65,079Net Income 2018: -$1,1612018Revenue 2019: $44,461Expenses 2019: $59,005Net Income 2019: -$14,5442019Revenue 2020: $36,900Expenses 2020: $88,535Net Income 2020: -$51,6352020Revenue 2021: $104,054Expenses 2021: $77,613Net Income 2021: $26,4412021Revenue 2022: $80,903Expenses 2022: $57,770Net Income 2022: $23,1332022Revenue 2023: $36,610Expenses 2023: $59,875Net Income 2023: -$23,2652023Revenue 2024: $118,086Expenses 2024: $75,123Net Income 2024: $42,9632024Revenue 2025: $139,713Expenses 2025: $129,455Net Income 2025: $10,2582025

Highlighted filing

2023

Revenue$36,610
Expenses$59,875
Net Income-$23,265
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Oct 27, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Herbert M BankTrustee-$0--
Penny BankTrustee-$0--
David LehmannTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT-BOSTON, MA, US$25,000
Paid Grant-SUPPORT-BALTIMORE, MD, US$5,000
Paid Grant-SUPPORT-OWINGS MILLS, MD, US$4,500
Paid Grant-SUPPORT-PHOENIX, AZ, US$4,000
Paid Grant-SUPPORT-BALTIMORE, MD, US$3,000
Paid Grant-SUPPORT-PAINESVILLE, OH, US$3,000
Paid Grant-SUPPORT-OWINGS MILLS, MD, US$2,500
Paid Grant-SUPPORT-EDWARDS, CO, US$2,000
Paid Grant-SUPPORT-DECATUR, IL, US$1,000
Filing and Contact Details

Filer

Filer Name
MPH Bank Foundation
EIN
52-6037720
Phone
4104863100
Address
1829 Reisterstown Rd 430, Baltimore, MD 21208

Signing Officer

Name
Herbert M Bank
Title
Trustee
Signed
2023-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Lehmann & Company LLC
Address
106 OLD COURT ROAD STE 202, PIKESVILLE, MD 21208
Preparer
David C Lehmann
Phone
4105835540
Raw XML Appendix312 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.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0181941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1480818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0467464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1886844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0GABELLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1GOLDMAN SACHS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt021868
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt014742
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt036610
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt036610
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt036610
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014742
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt021868
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021868
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021868
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-23265
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0257816
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014742
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt035710
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt014742
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08975
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08975
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt036610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt058975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt059875
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt036610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt036610
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08975
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0226386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0240627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GOLDMAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GABELLI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014742
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt014742
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23265
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0665
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0640636
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0663236
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0640636
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061724
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt061724
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt061724
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt062220
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0496
IRS990PF/DistributableAmountGrp/TotalTaxAmt0496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01670
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0496
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01670
IRS990PF/FMVAssetsEOYAmt01332185
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-26664
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-22123
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-22123
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0689900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0662759
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01354308
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0663236
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0640636
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0663236
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0640636
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01332185
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0663236
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0640636
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0663236
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0640636
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01263344
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010617
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01252727
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018950
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt062220
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01244394
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01263344
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Herbert M Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Penny Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Lehmann
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01829 Reisterstown Rd Ste430
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18 Roland Mews
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2106 Old Court Rd Ste 202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Baltimore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Baltimore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Pikesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd121210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd221208
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt058975
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt058975
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01829 Reisterstown Rd Ste 430
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Baltimore
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021208
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Herbert M Bank
IRS990PF/StatementsRegardingActyGrp/PhoneNum04104863100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AMERICAN HEART ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2GARRISON FOREST SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CHESTNUT RIDGE VOLUNTEER FIRE COMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4JOHNS HOPKINS ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5LAKE ERIE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6MARCH OF DIMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7VAIL MOUNTAIN RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8UNIV OF MA FOUNDATION ENVIRONMENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 42825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 78851
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 GARRISON FOREST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3GREENSPRING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4CHARLES AND 34TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5391 WEST WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 2547
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 1094
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8100 WILLIAM T MORRISSEY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHOENIX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OWINGS MILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DECATUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7EDWARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd802125
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt058975
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt036305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013291
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02749
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt061055
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06615
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058975
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071597
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt074346
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0665
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECONCILIATION DUE TO TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04574
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14401
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GABELLI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1GOLDMAN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04574
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt14401
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0900
TaxesSchedule/TaxesDetail/CategoryTxt0Payment for 2022
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0900
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Herbert M Bank
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MPH Bank Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MPHB
ReturnHeader/Filer/EIN0526037720
ReturnHeader/Filer/PhoneNum04104863100
ReturnHeader/Filer/USAddress/AddressLine1Txt01829 Reisterstown Rd 430
ReturnHeader/Filer/USAddress/CityNm0Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021208
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520859233
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEHMANN & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 OLD COURT ROAD STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PIKESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021208
ReturnHeader/PreparerPersonGrp/PhoneNum04105835540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C LEHMANN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-27T07:31:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Herbert M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bank
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$640,636
Liabilities
$0
Net assets
$640,636
Revenue
$36,610
Expenses
$59,875
Net income
-$23,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$1.40$1.29$0.10
2024Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$1.18$0.75$0.43
2023Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.37$0.60$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.81$0.58$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$1.04$0.78$0.26
2020Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.37$0.89$0.52
2019Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.44$0.59$0.15
2018Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.64$0.65$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.34$0.57$0.24
2016Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.37$0.78$0.41
2015Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.64$0.61$0.03
2014Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$1.24$0.61$0.63
2013Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.51
2012Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.47
2010Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.47