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Nonprofit · EIN 52-1645633

BALTIMORE EQUITABLE INSURANCE FOUNDATION INC

Tax-exempt · BALTIMORE, MD 21202

Financials

$276K$464K2023$473K$517K2024$1.1M$591K2025
Revenue Expenses · by fiscal year end
Financials of BALTIMORE EQUITABLE INSURANCE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,087,818$591,035$496,783$11,069,178$0$11,069,178
December 31, 2024990-PF$472,876$516,757-$43,881$10,150,336$0$10,150,336
December 31, 2023990-PF$276,407$463,570-$187,163$9,421,912$0$9,421,912
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$300,000
Dividends
$250,491
Net gain from sales of assets
$537,327

Expenses

Grants and similar amounts paid
$555,000
Compensation of officers, directors and key employees
$2,000
Disbursements for charitable purposes
$555,000
Excise tax on investment income
$10,653

Balance sheet and other

Total assets, start of year
$10,150,336
Total assets, end of year
$11,069,178
Total liabilities, end of year
$0
Net assets, end of year
$11,069,178
Fair market value of assets
$11,069,178
Qualifying distributions
$555,000
Net investment income
$787,818

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMASINA L HIERS-JOHNSON
712 RESERVOIR STREET, BALTIMORE, MD 21217
DIRECTOR (FROM 2025)1$2,000
MARY B HARLEE
100 N CHARLES ST SUITE 640, BALTIMORE, MD 21201
PRESIDENT & TREASURER1$0
MARJORIE RODGERS CHESHIRE
1040 PARK AVENUE SUITE 300, BALTIMORE, MD 21201
CHAIRMAN1$0
JULIET A EURICH
1411 WINESPRING LANE, TOWSON, MD 21204
SECRETARY (TO 2025)1$0
SHERYL B GOLDSTEIN
905 DROHOMER PLACE, BALTIMORE, MD 21210
DIRECTOR1$0
DAVID W KINKOPF
218 N CHARLES STREET, BALTIMORE, MD 21201
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
MARY B HARLEE
100 N CHARLES ST SUITE 640, BALTIMORE, MD 21201
PRESIDENT & TREASURER1$0
MARJORIE RODGERS CHESHIRE
1040 PARK AVENUE SUITE 300, BALTIMORE, MD 21201
CHAIRMAN1$0
JULIET A EURICH
1411 WINESPRING LANE, TOWSON, MD 21204
SECRETARY1$0
SHERYL B GOLDSTEIN
905 DROHOMER PLACE, BALTIMORE, MD 21210
DIRECTOR1$0
DAVID W KINKOPF
218 N CHARLES STREET, BALTIMORE, MD 21201
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MARY B HARLEE
100 N CHARLES ST SUITE 640, BALTIMORE, MD 21201
PRESIDENT & TREASURER1$0
MARJORIE RODGERS CHESHIRE
1040 PARK AVENUE SUITE 300, BALTIMORE, MD 21201
CHAIRMAN1$0
JULIET A EURICH
1411 WINESPRING LANE, TOWSON, MD 21204
SECRETARY1$0
SHERYL B GOLDSTEIN
905 DROHOMER PLACE, BALTIMORE, MD 21210
DIRECTOR1$0
DAVID W KINKOPF
218 N CHARLES STREET, BALTIMORE, MD 21201
DIRECTOR1$0

Address and contacts

Address (IRS master file)
509 S EXETER ST STE 420, BALTIMORE, MD 21202-5499
Signed the 990-PF
MARY HARLEE, PRESIDENT & TREASURER
Phone
(410) 727-1794
Return prepared by
JOHNSON LAMBERT LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-1645633
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,069,178
Income (IRS master file)
$2,259,971

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,087,818$591,035$11,069,178XML
990-PFDecember 2024$472,876$516,757$10,150,336XML
990-PFDecember 2023$276,407$463,570$9,421,912XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1645633).

Questions about BALTIMORE EQUITABLE INSURANCE FOUNDATION INC

What is the EIN of BALTIMORE EQUITABLE INSURANCE FOUNDATION INC?
The employer identification number (EIN) of BALTIMORE EQUITABLE INSURANCE FOUNDATION INC is 52-1645633.
Is BALTIMORE EQUITABLE INSURANCE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to BALTIMORE EQUITABLE INSURANCE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BALTIMORE EQUITABLE INSURANCE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BALTIMORE EQUITABLE INSURANCE FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BALTIMORE EQUITABLE INSURANCE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BALTIMORE EQUITABLE INSURANCE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $2,000 (THOMASINA L HIERS-JOHNSON, DIRECTOR (FROM 2025)).
How much revenue does BALTIMORE EQUITABLE INSURANCE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,087,818, expenses of $591,035 and total assets of $11,069,178 at year end.

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