CAMPBELL FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CAMPBELL FOUNDATION INC (EIN 52-0794348)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-18
IRS object ID
202411099349100801
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-18T08:22:05-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260794367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS MID-ATLANTIC INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1705 YORK ROADAddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520794348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMPBELL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMPBusinessNameControlTxt
Phone4105601170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 CANDLELIGHT COURTAddressLine1Txt
CityTIMONIUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA T CAMPBELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4105601170PhoneNum
Signature2024-04-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVIRGINIAPersonFirstNm
Person LastCAMPBELLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOYCE T O'DWYERPreparerPersonNm
PTINP00152111PTIN
Phone4108281961PhoneNum
Preparation2024-04-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,435,302FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$97,483DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,483DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$74,832NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$644,975GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$74,832CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$172,315TotalRevAndExpnssAmt
Total Net Invst Incm$172,315TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,750TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$210,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$210,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$220,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,750TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$210,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$48,435ExcessRevenueOverExpensesAmt
Net Investment Income$161,565NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,841CashBOYAmt
Cash EOY$24,386CashEOYAmt
Cash EOYFMV$24,386CashEOYFMVAmt
Sav And Temp Cash Invst BOY$25,592SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,909SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,909SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$526,641USGovernmentObligationsBOYAmt
US Government Obligations EOY$596,806USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$596,806USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,557,742CorporateStockBOYAmt
Corporate Stock EOY$3,773,361CorporateStockEOYAmt
Corporate Stock EOYFMV$3,773,361CorporateStockEOYFMVAmt
Other Investments BOY$6,237OtherInvestmentsBOYAmt
Other Investments EOY$12,840OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,840OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,126,053TotalAssetsBOYAmt
Total Assets EOY$4,435,302TotalAssetsEOYAmt
Total Assets EOYFMV$4,435,302TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,126,053NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,435,302NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,126,053TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,435,302TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,126,053TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,435,302TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,126,053TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$48,435ExcessRevenueOverExpensesAmt
Other Increases$357,684OtherIncreasesAmt
Subtotal$4,435,302SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,435,302TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UST BILL 0% 10/17/23P2023-07-262023-10-17$25,000$24,696$304$304
UST BILL 0% 10/19/23P2023-04-202023-10-19$40,000$39,029$971$971
USTN 0.375% 10/31/23P2022-04-252023-10-31$150,000$145,221$4,779$4,779
FED NATL MTG 7% 2-1-24P1994-02-012023-12-31$4$4$0$0
VANGUARD S&P 500P2018-02-072023-04-18$174,866$106,206$68,660$68,660
VANGUARD TOTAL STOCKP2022-07-292023-04-18$25,105$24,987$118$118
SCHWAB GOV MONEY FD: SNVXXP2023-12-31$230,000$230,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$74,832CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,246InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,246SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,246TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,519EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,519TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$727TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOYCE T O'DWYERIndividualWithBooksNm
Phone4108281961PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1705 YORK ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL C HAISLIP
1929 BLUE MOUNT RDMONKTONMD21111TREASURER/ DIRECTOR0.50$0$0$0
RICHARD HOOK
153 FRIAR TUCK HILLSHERWOOD FORESTMD21405DIRECTOR0.50$0$0$0
VIRGINIA CAMPBELL
8 CANDLELIGHT COURTTIMONIUMMD21093PRESIDENT/ DIRECTOR0.50$0$0$0
MARCIE MCHALE
1128 22ND AVE EASTSEATTLEWA98112DIRECTOR0.50$0$0$0
J TYLER CAMPBELL
PO BOX 373CHESTERTOWNMD21620DIRECTOR0.50$0$0$0
BRUCE S CAMPBELL III
404 BRIGHTWOOD CLUB DRLUTHERVILLEMD21093DIRECTOR0.50$0$0$0
LIND COLTHARP
1003 BATTS NECK RDSTEVENSVILLEMD21666DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,264,710AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,776AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,317,486TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,317,486AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,762CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,252,724NetVlNoncharitableAssetsAmt
Minimum Investment Return$212,636MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$212,636MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,246TaxBasedOnInvestmentIncomeAmt
Total Tax$2,246TotalTaxAmt
Distributable Before Adj$210,390DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$210,390DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$210,390DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$210,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$210,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$210,390DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$6,276ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,276TotalExcessDistributionCyovAmt
Qualifying Distributions$210,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$210,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$390ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$390ExcessDistributionCyovAppCYAmt
Total Corpus$5,886TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,886ExcessDistriCyovToNextYrAmt
Excess From Year1$5,886ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonVIRGINIA T CAMPBELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1705 YORK ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4105601170RecipientPhoneNum
Form And Info And MaterialsIN WRITING, STATED AS BRIEFLY AS POSSIBLE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsADDRESSED BY FOUNDATION BOARD.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARC OF BALTIMORE
7215 YORK RDBALTIMOREMD21212CAPITAL$12,500
ARC OF BALTIMORE
7215 YORK RDBALTIMOREMD21212UNRESTRICTED$2,500
ARTS FOR LEARNING MARYLAND
2600 N HOWARD ST STE 130BALTIMOREMD21218UNRESTRICTED$2,000
ASSISTANCE CENTER OF TOWSON CHURCHES
120 W PENNSYLVANIA AVETOWSONMD21204UNRESTRICTED$2,500
AUDUBON MARYLAND - DC
2901 E BALTIMORE STBALTIMOREMD21224UNRESTRICTED$2,000
B&O RAILROAD MUSEUM
901 W PRATT STBALTIMOREMD21223UNRESTRICTED$2,000
BALTIMORE ABORTION FUND
822 GUILFORD AVE SUITE 1864BALTIMOREMD21202UNRESTRICTED$2,000
BALTIMORE CHILD ABUSE CENTER
2300 N CHARLES ST 4TH FLOORBALTIMOREMD21218UNRESTRICTED$2,000
BALTIMORE CHORAL ARTS SOCIETY
1316 PARK AVEBALTIMOREMD21217UNRESTRICTED$2,000
BALTIMORE EDUCATION SCHOLARSHIP TRUST
808 N CHARLES ST SUITE 200CBALTIMOREMD21201UNRESTRICTED$4,000
BALTIMORE HUMANE SOCIETY
1601 NICODEMUS RDREISTERSTOWNMD21136UNRESTRICTED$2,000
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRBALTIMOREMD21218UNRESTRICTED$2,000
BALTIMORE MUSEUM OF INDUSTRY
1415 KEY HIGHWAYBALTIMOREMD21230UNRESTRICTED$2,000
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STBALTIMOREMD21201UNRESTRICTED$2,000
BE MORE CARING INC
116 ROESLER RDGLEN BURNIEMD21060UNRESTRICTED$2,000
BIG BROTHERS BIG SISTERS
3600 CLIPPER MILL RD SUITE 250BALTIMOREMD21211UNRESTRICTED$2,000
BLUE WATER BALTIMORE
2631 SISSON STBALTIMOREMD21211UNRESTRICTED$2,000
BOYS HOPE GIRLS HOPE
8005 HARFORD RD SUITE 101BALTIMOREMD21234UNRESTRICTED$2,000
BOYS LATIN SCHOOL OF MARYLAND
822 W LAKE AVEBALTIMOREMD21210STUDENT FINANCIAL AID$1,000
BROWN MEMORIAL TUTORING PROGRAM
1316 PARK AVEBALTIMOREMD21217UNRESTRICTED$2,000
CAROLINE CENTER
12061 SCHOOL STRIDGELYMD21660UNRESTRICTED$2,000
CASA OF BALTIMORE COUNTY
305 W CHESAPEAKE AVE SUITE 206TOWSONMD21204UNRESTRICTED$2,000
CENTER STAGE
100 N CALVERT STBALTIMOREMD21202UNRESTRICTED$2,000
CHADD OF GREATER BALTIMORE
9800 COASTAL HWY UNIT 1001OCEAN CITYMD21842UNRESTRICTED$2,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403UNRESTRICTED$2,000
CHESAPEAKE SHAKESPEARE COMPANY
7 S CALVERT STBALTIMOREMD21202UNRESTRICTED$2,000
CIRCLE PROGRAM
85 MAIN STPLYMOUTHNH03264UNRESTRICTED$2,000
COLLEGE BOUND FOUNDATION
300 WATER ST SUITE 300BALTIMOREMD21202UNRESTRICTED$2,500
COLLINGTON SQUARE NON-PROFIT CORPORATION
1211 N CHESTER STBALTIMOREMD21213UNRESTRICTED$2,000
COMMUNITY ASSISTANCE NETWORK
7900 E BALTIMORE STBALTIMOREMD21224UNRESTRICTED$2,500
CREATIVE ALLIANCE AT THE PATTERSON
3134 EASTERN AVEBALTIMOREMD21224CAPITAL$2,000
DEMATHA HIGH SCHOOL
4313 MADISON STHYATTSVILLEMD20781STUDENT FINANCIAL AID$1,000
DYSLEXIA TUTORING PROGRAM
711 W 40TH ST SUITE 310BALTIMOREMD21211UNRESTRICTED$2,000
ECHO HILL OUTDOOR SCHOOL
13655 BLOOMINGNECK RDWORTONMD21678UNRESTRICTED$2,000
ENOCH PRATT FREE LIBRARY
400 CATHEDRAL STBALTIMOREMD21201UNRESTRICTED$2,500
ENTERPRISE COMMUNITY PARTNERS
11000 BROKEN LAND PKWYCOLUMBIAMD21044UNRESTRICTED$2,000
EVERYMAN THEATRE
1727 N CHARLES STBALTIMOREMD21201UNRESTRICTED$2,000
FARM TO PANTRY
PO BOX 191HEALDSBURGCA95448UNRESTRICTED$3,000
GILMAN SCHOOL
5407 ROLAND AVEBALTIMOREMD21210UNRESTRICTED$2,000
GUIDE DOGS FOR THE BLIND
9770 PATUXENT WOODS DRSAN RAFAELCA94903UNRESTRICTED$2,000
H A S A THE HEARING
5900 METRO DRBALTIMOREMD21215UNRESTRICTED$2,000
HABITAT FOR HUMANITY - SEATTLE
500 NACHES AVE SW STE 200RENTONWA98057UNRESTRICTED$3,000
HAVEN MINISTRIES
PO BOX 44CHESTERMD21619UNRESTRICTED$2,000
HEALTH CARE FOR HOMELESS
421 THE FALLWAYBALTIMOREMD21202UNRESTRICTED$2,500
HEROES HELPING HEROES
4990 MERCANTILE RDNOTTINGHAMMD21236UNRESTRICTED$2,000
HORIZONS OF KENT COUNTY
201 TALBOT BLVDCHESTERTOWNMD21620UNRESTRICTED$2,000
IMAGINE ME
2401 LOBERTY HEIGHTS AVE 1101BALTIMOREMD21215UNRESTRICTED$2,000
INDEPENDENT COLLEGE FUND OF MARYLAND
3225 ELLERSLIE AVE SUITE C160BALTIMOREMD21218UNRESTRICTED$2,500
IRVINE NATURE CENTER
11201 GARRISON FOREST RDOWINGS MILLSMD21117UNRESTRICTED$2,500
JUBILEE BALTIMORE
25 EAST 20TH STBALTIMOREMD21218UNRESTRICTED$2,500
JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND
1725 TWIN SPRINGS RDBALTIMOREMD21227UNRESTRICTED$2,000
KENNEDY KRIEGER INSTITUTE
707 N BROADWAYBALTIMOREMD21205OPERATING GRANT$1,000
KENT SCHOOL
6788 WILKINS LNCEHSTERSTOWNMD21620STUDENT FINANCIAL AID$500
LIVING CLASSROOMS FOUNDATION
802 S CAROLINE STBALTIMOREMD21231UNRESTRICTED$2,500
MARYLAND CENTER FOR HISTORY AND CULTURE
610 PARK AVENUEBALTIMOREMD21201UNRESTRICTED$2,000
MARYLAND COALITION OF FAMILIES
8950 MD-108COLUMBIAMD21045UNRESTRICTED$2,000
MARYLAND FOOD BANK
2200 HALETHORPE FARMSBALTIMOREMD21227UNRESTRICTED$2,500
MARYLAND SCHOOL FOR THE BLIND
3501 TAYLOR AVEBALTIMOREMD21236UNRESTRICTED$4,500
MARYLAND SCIENCE CENTER
3601 LIGHT STBALTIMOREMD21230UNRESTRICTED$2,000
MARYLAND SPCA
3300 FALLS RDBALTIMOREMD21211CAPITAL$2,000
MARYVALE PREPARATORY ACADEMY
4825 W CAMELBACK RDPHOENIXAZ85031STUDENT FINANCIAL AID$1,000
MEALS ON WHEELS
515 S HAVEN STBALTIMOREMD21224UNRESTRICTED$2,000
MIDDLE GRADES PARTNERSHIP
1500 UNION AVE 1320BALTIMOREMD21211UNRESTRICTED$2,000
MOUNT WASHINGTON PEDIATRIC HOSPITAL INC
1708 W ROGERS AVEBALTIMOREMD21209UNRESTRICTED$2,000
NATIONAL AQUARIUM OF BALTIMORE
501 E PRATT STBALTIMOREMD21202CAPITAL$2,000
OFF THE ROPES
5500 CENTRAL AVEBOULDERCO80301UNRESTRICTED$3,000
OREGON RIDGE NATURE CENTER COUNCIL
13555 BEAVER DAM RDCOCKEYSVILLEMD21030UNRESTRICTED$2,000
PARKS & PEOPLE FOUNDATION
800 WYMAN PARK DR SUITE 100BALTIMOREMD21207UNRESTRICTED$2,000
PLANNED PARENTHOOD OF MARYLAND
330 N HOWARD STBALTIMOREMD21201UNRESTRICTED$2,000
PORT DISCOVERY CHILDREN'S MUSEUM
35 MARKET PLBALTIMOREMD21202CAPITAL$2,000
PROSPECT HILL CEMETERY OF TOWSON INC
9720 YORK RDCOCKEYSVILLEMD21030CAPITAL$2,500
PS 230 PTA
1 ALBEMARLE RDBROOKLYNNY11218UNRESTRICTED$2,000
SAMUAL READY SCHOLARSHIPS
PO BOX 202RIDERWOODMD21139UNRESTRICTED$2,000
SHEPPARD & ENOCH PRATT HEALTH SYSTEM
6501 N CHARLES STBALTIMOREMD21204UNRESTRICTED$2,000
SPECIAL OLYMPICS MARYLAND
3701 COMMERCE DR 103BALTIMOREMD21227UNRESTRICTED$2,000
SPIN CAFE
PO BOX 2438 OAKHARBORWA98277UNRESTRICTED$6,000
ST MARY'S SCHOOL
109 DUKE OF GLOUCESTER STANNAPOLISMD21401STUDENT FINANCIAL AID$500
ST PAUL'S SCHOOL FOR GIRLS
11232 FALLS RDBROOKLANDVILLEMD21022STUDENT FINANCIAL AID$1,000
ST VINCENT DE PAUL OF BALTIMORE
2305 N CHARLES STBALTIMOREMD21201UNRESTRICTED$2,000
TALMAR
1994 CROMWELL BRIDGE RSBALTIMOREMD21234UNRESTRICTED$2,000
THE FAMILY TREE
2108 N CHARLES STBALTIMOREMD21218UNRESTRICTED$2,000
THE LYRIC FOUNDATION
110 WEST MOUNT ROYAL AVEBALTIMOREMD21201UNRESTRICTED$2,000
THE MARYLAND ZOO IN BALTIMORE
1876 MANSION HOUSE DRBALTIMOREMD21217UNRESTRICTED$2,500
THE ODYSSEY SCHOOL
3257 BRIDLE RIDGE LNTIMONIUMMD21093STUDENT FINANCIAL AID$500
THE STEWARD SCHOOL
11600 GAYTON RDRICHMONDVA232383423UNRESTRICTED$2,000
US KENNELS INC
926 SNOW HILL RD BUILDING 900SALISBURYMD21804UNRESTRICTED$6,000
WALDORF SCHOOL OF BALTIMORE
4801 TAMARINA ROADBALTIMOREMD21211UNRESTRICTED$2,000
WALTERS ART MUSEUM
600 N CHARLES STBALTIMOREMD21201UNRESTRICTED$2,000
WEATHERVANE THEATRE
PO BOX 127WHITEFIELDNH03598UNRESTRICTED$6,000
Y OF CENTRAL MARYLAND - ORAKAWA FAMILY CT
303 W CHESAPEAKE AVETOWSONMD21204UNRESTRICTED$2,000
YOUTHCARE
2500 NE 54TH STSEATTLEWA98105UNRESTRICTED$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$210,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,483ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$74,832ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$172,315ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$172,315TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$6,250Amt
Net Investment Income$6,250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCHWAB US REIT$122,189$122,189
4414 SHS COPT$113,131$113,131
218 FRT$22,465$22,465
VANGUARD S&P MID CAP 400$377,383$377,383
VANGUARD TOTAL STOCK$399,241$399,241
VANGUARD S&P SMALL CAP 600$409,060$409,060
VANGUARD DIV APPREC ETF$407,426$407,426
VANGUARD HIGH DIVIDEND$414,705$414,705
ISHS CORE US$591,530$591,530
VANGUARD S&P 500$639,038$639,038
ISHS IBOND$277,193$277,193

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$596,806USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$596,806USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSCHWAB GOVT MONEYCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$12,840BookValueAmt
EOYFMV$12,840EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN/LOSS ON SECURITIESDesc
Amt$357,684Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$4,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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