Form 990 for tax year 2023
Filed by GARRETT-JACOBS MANSION ENDOWMENT FUND INC.
Totals
- Total revenue
- $456,030
- Total expenses
- $99,172
- Contributions and grants received
- $259,375
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $27,262
- Other revenue
- $169,393
- Total assets, end of year
- $1,191,788
- Total liabilities, end of year
- $752,247
- Net assets or fund balances, end of year
- $439,541
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $99,172
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$259,375
-
3 · Investment income
total $27,262 · excluded $27,262
-
8a · Fundraising events: gross income
$339,684
-
8b · Fundraising events: direct expenses
$170,291
-
8c · Net income from fundraising events
total $169,393 · excluded $169,393
Functional expenses
Part IX, the statement of functional expenses.
-
11b · Fees: legal
total $4,500 · management and general $4,500
-
11c · Fees: accounting
total $10,600 · management and general $10,600
-
11g · Fees: other
total $1,230 · management and general $1,230
-
12 · Advertising and promotion
total $13,000 · management and general $13,000
-
19 · Conferences, conventions and meetings
total $3,138 · management and general $3,138
-
20 · Interest
total $42,773 · management and general $42,773
-
23 · Insurance
total $1,031 · management and general $1,031
-
24a · Other expenses: MANSION MAINTAINANCE
total $20,000 · management and general $20,000
-
24b · Other expenses: WEBSITE
total $2,900 · management and general $2,900
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $203,743 · end of year $282,629
-
3 · Pledges and grants receivable
beginning of year $358,527 · end of year $358,526
-
4 · Accounts receivable
beginning of year $24,200 · end of year $24,200
-
7 · Other notes and loans receivable
beginning of year $100,000 · end of year $100,000
-
10a · Land, buildings and equipment: cost or other basis
$252,470
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $252,470
-
11 · Investments: publicly traded securities
beginning of year $275,560 · end of year $170,813
-
15 · Other assets
beginning of year $3,000 · end of year $3,150
-
17 · Accounts payable and accrued expenses
beginning of year $3,705 · end of year $3,605
-
19 · Deferred revenue
beginning of year $3,500 · end of year $3,500
-
24 · Unsecured notes and loans payable
beginning of year $875,142 · end of year $745,142
-
27 · Net assets without donor restrictions
beginning of year $72,683 · end of year $439,541
-
28 · Net assets with donor restrictions
beginning of year $10,000 · end of year $0
Mission and programs · 2023
Mission
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.
-
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.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
2 Cory Colassard2 CORY COLASSARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
1 Jeffrey Caldwell1 JEFFREY CALDWELL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
5 Jeffrey Hossfeld5 JEFFREY HOSSFELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
6 John Carroll Weiss III6 JOHN CARROLL WEISS III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
7 Robert W Crosby7 ROBERT W CROSBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
8 Harold K (Hal) Resnick PhD8 HAROLD K (HAL) RESNICK PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
1 Lisa Keir1 LISA KEIR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
4 Michael Dick4 MICHAEL DICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
3 Judith Proffitt3 JUDITH PROFFITT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
5 David H Gleason Faia5 DAVID H GLEASON FAIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
7 James A Durkay7 JAMES A DURKAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
8 Johns W Hopkins Jr8 JOHNS W HOPKINS JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
9 Sally Johnston9 SALLY JOHNSTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
J BitnerJ BITNER
EXECUTIVE DIRECTOR
- Total calculated
- $142,975
- From this org
- $0
- From related orgs
- $140,000
- Other
- $2,975
- Hours/week
- 4 + 40 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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THE ENGINEERING SOCIETY OF BALTIMORE INC
501(C)(7) · TO PROVIDE PERSONAL, PROFESSIONAL & SOCIAL DEVELOPMENT TO ITS MEMBERS. · MD
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541359349311179
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