J S Plank And D M Dicarlo Family Foundation Inc

Baltimore, MD
Tax-exempt since Dec. 2007
EIN: 71-1040599

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.07M (2024)

Expenses

$295k (2024)

Total Assets

$1.66M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,072,196

Expenses

$295,467

Net Income

$776,729

Net Assets

$1,657,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,034,732	96.5%
Interest Revenue	$0
Dividends	$46,431	4.3%
Sales of Assets	$0
Other Income	-$8,967

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$290,048	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,657,124
Total Liabilities	$0
Net Assets	$1,657,124

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$340,638

Expenses

$666,795

Net Income

-$326,157

Net Assets

$880,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,000	88.1%
Interest Revenue	$0
Dividends	$52,746	15.5%
Sales of Assets	$0
Other Income	-$12,108

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$644,194	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,215,127
Total Liabilities	$1,334,732
Net Assets	$880,395

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,448,388

Expenses

$925,173

Net Income

$523,215

Net Assets

$1,206,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,183	1.3%
Sales of Assets	$1,453,587	> 100%
Other Income	-$23,382

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$888,345	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,541,284
Total Liabilities	$1,334,732
Net Assets	$1,206,552

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$5,398,664

Expenses

$1,150,735

Net Income

$4,247,929

Net Assets

$683,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,150,000	95.4%
Interest Revenue	$0
Dividends	$22,318	0.4%
Sales of Assets	$225,680	4.2%
Other Income	$666	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$931,020	80.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,007,707
Total Liabilities	$1,324,370
Net Assets	$683,337

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

-$58,629

Expenses

$1,111,768

Net Income

-$1,170,397

Net Assets

$1,298,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,628
Sales of Assets	$0
Other Income	$623

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$823,390	74.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,612,933
Total Liabilities	$1,314,049
Net Assets	$1,298,884

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,985,689

Expenses

$3,356,700

Net Income

-$1,371,011

Net Assets

$2,469,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114,014	5.7%
Sales of Assets	$1,869,128	94.1%
Other Income	$2,547	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,085,520	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,783,266
Total Liabilities	$1,313,985
Net Assets	$2,469,281

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$1,833,874

Expenses

$2,919,646

Net Income

-$1,085,772

Net Assets

$3,840,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$125,771	6.9%
Sales of Assets	$1,703,108	92.9%
Other Income	$4,995	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,735,041	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,214,432
Total Liabilities	$1,374,140
Net Assets	$3,840,292

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$5,112,855

Expenses

$4,131,267

Net Income

$981,588

Net Assets

$4,926,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,179,800	62.2%
Interest Revenue	$0
Dividends	$122,038	2.4%
Sales of Assets	$1,811,209	35.4%
Other Income	-$192

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,814,668	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,541,076
Total Liabilities	$1,615,012
Net Assets	$4,926,064

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$733,628

Expenses

$6,650,532

Net Income

-$5,916,904

Net Assets

$6,894,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,285	2.2%
Interest Revenue	$0
Dividends	$236,138	32.2%
Sales of Assets	$483,294	65.9%
Other Income	-$2,089

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,295,356	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,412,894
Total Liabilities	$1,518,618
Net Assets	$6,894,276

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$4,822,765

Expenses

$2,331,430

Net Income

$2,491,335

Net Assets

$12,811,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,079,368	84.6%
Interest Revenue	$0
Dividends	$343,870	7.1%
Sales of Assets	$399,447	8.3%
Other Income	$80	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,197,447	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,811,180
Total Liabilities	$0
Net Assets	$12,811,180

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$5,298,139

Expenses

$2,263,387

Net Income

$3,034,752

Net Assets

$14,375,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$299,748	5.7%
Sales of Assets	$4,998,391	94.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,143,365	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,392,237
Total Liabilities	$16,912
Net Assets	$14,375,325

Compensation

Key Employees and Officers	Compensation	Other
J Scott Plank (President/Treas)	$0	$0
Dana M Dicarlo (Vice President)	$0	$0
Morris L Garten (Secretary)	$0	$0
David A Goldner (Treasurer)	$0	$0

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990-PF

Filed on Nov. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$3,288,411

Expenses

$1,621,606

Net Income

$1,666,805

Net Assets

$11,340,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$257,818	7.8%
Sales of Assets	$3,030,593	92.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,529,883	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,369,915
Total Liabilities	$29,342
Net Assets	$11,340,573

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$6,649,263

Expenses

$1,504,537

Net Income

$5,144,726

Net Assets

$9,673,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$166,717	2.5%
Sales of Assets	$6,482,546	97.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,428,947	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,720,291
Total Liabilities	$46,523
Net Assets	$9,673,768

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,900,008

Expenses

$804,223

Net Income

$1,095,785

Net Assets

$4,529,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,664	6.9%
Sales of Assets	$1,769,344	93.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$770,649	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,545,558
Total Liabilities	$16,516
Net Assets	$4,529,042

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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J S Plank And D M Dicarlo Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.07M (2024)

Expenses $295k (2024)

Total Assets $1.66M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.07M (2024)

Expenses

$295k (2024)

Total Assets

$1.66M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007