BETA

FEATHER FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FEATHER FOUNDATION INC (EIN 01-0632648)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202431349349101568
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)
Return2024-05-13T09:26:32-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830564535PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRENCH SHEPLEY & STRONG LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111350 MCCORMICK RD EP 3 STE 300AddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21031ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010632648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FEATHER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFEATBusinessNameControlTxt
Phone4108250374PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 816AddressLine1Txt
CityBROOKLANDVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP210220816ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDITH H GARRETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108250374PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDITHPersonFirstNm
Person LastGARRETTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA STRONGPreparerPersonNm
PTINP01011712PTIN
Phone4433918580PhoneNum
Preparation2024-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$4,806,245FMVAssetsEOYAmt
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$38,009DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,009DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$20,088NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$279,780GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,921TotalRevAndExpnssAmt
Total Net Invst Incm$38,009TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,800AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24,410OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,410OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$341TaxesRevAndExpnssAmt
Taxes Net Invst Incm$341TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$792OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$792OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,343TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,751TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,592TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$185,319ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$185,319ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$212,662TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,751TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$187,911TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$194,741ExcessRevenueOverExpensesAmt
Net Investment Income$13,258NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$372,340SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$111,168SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$111,168SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$97,907USGovernmentObligationsBOYAmt
US Government Obligations EOY$389,777USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$399,060USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,968,217CorporateStockBOYAmt
Corporate Stock EOY$1,895,071CorporateStockEOYAmt
Corporate Stock EOYFMV$4,294,457CorporateStockEOYFMVAmt
Other Investments BOY$1,698OtherInvestmentsBOYAmt
Other Investments EOY$1,563OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,560OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,849LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,849LandBldgEquipAccumDeprecAmt
Other Assets BOY$8,725OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,448,887TotalAssetsBOYAmt
Total Assets EOY$2,397,579TotalAssetsEOYAmt
Total Assets EOYFMV$4,806,245TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,448,887RetainedEarningBOYAmt
Retained Earning EOY$2,397,579RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,448,887TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,397,579TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,448,887TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,397,579TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,448,887TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$194,741ExcessRevenueOverExpensesAmt
Other Increases$143,433OtherIncreasesAmt
Subtotal$2,397,579SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,397,579TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$279,780GrossSalesPriceAmt
Cost Or Other Basis$299,868CostOrOtherBasisAmt
Gain Or Loss-$20,088GainOrLossAmt
Gains Minus Excess Or Losses-$20,088GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$20,088CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$184InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$184SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$184TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$680EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$496OverpaymentAmt
Applied To ES Tax$496AppliedToESTaxAmt
Refund$0RefundAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4108250374PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 816AddressLine1Txt
CityBROOKLANDVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP210220816ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDITH H GARRETT
PO BOX 816BROOKLANDVILLEMD21022PRESIDENT/TREASURER2.00$0$0$0
JAMES R GARRETT
PO BOX 816BROOKLANDVILLEMD21022VICE PRESIDENT/SECRETARY1.00$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$4,356,053AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,441AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,442,494TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,442,494AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$66,637CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,375,857NetVlNoncharitableAssetsAmt
Minimum Investment Return$218,793MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$218,793MinimumInvestmentReturnAmt
Tax Based On Investment Income$184TaxBasedOnInvestmentIncomeAmt
Total Tax$184TotalTaxAmt
Distributable Before Adj$218,609DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$218,609DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$218,609DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$187,911ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$187,911QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$218,609DistributableAsAdjustedAmt
Undistributed Income PY$181,967UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$187,911QualifyingDistributionsAmt
Applied To Year1$181,967AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,944AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$212,665UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350ORG
PO BOX 843004BOSTONMA02284PCUNRESTRICTED$350
B&O RAILROAD
901 W PRATT STREETBALTIMOREMD21223PCUNRESTRICTED$350
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRBALTIMOREMD21218PCUNRESTRICTED$2,500
BOOTS FOR BALTIMORE
5603 NORTH CHARLES STREETBALTIMOREMD21210PCUNRESTRICTED$250
CALVERT SCHOOL
105 TUSCANY ROADBALTIMOREMD21210PCUNRESTRICTED$1,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403PCUNRESTRICTED$350
CHESAPEAKE BAY OUTWARD BOUND SCHOOL
1900 EAGLE DRBALTIMOREMD21207PCUNRESTRICTED$14,915
CHURCH OF THE REDEEMER
5603 NORTH CHARLES STREETBALTIMOREMD21210PCUNRESTRICTED$10,223
CYLBURN ABORETUM FRIENDS
4915 GREENSPRING AVEBALTIMOREMD21209PCUNRESTRICTED$1,000
EVERGREEN HOUSE FOUNDATION INC
4545 N CHARLES STBALTIMOREMD21210PCUNRESTRICTED$1,500
EVERGREEN MUSEUM AND LIBRARY
4545 N CHARLES STBALTIMOREMD21210PCUNRESTRICTED$1,000
GILMAN SCHOOL
5407 ROLAND AVENUEBALTIMOREMD21210PCUNRESTRICTED$2,000
HARVARD UNIVERSITY
13 APPIAN WAYCAMBRIDGEMA02138PCUNRESTRICTED$350
HOPEWELL CANCER SUPPORT
10628 FALLS ROADTIMONIUMMD21093PCUNRESTRICTED$1,000
INTERNATIONAL COLLEGE
215 PARK AVENUE SUITE 1710NEW YORKNY10003PCUNRESTRICTED$500
IRVINE NATURE CENTER
11201 GARRISON FOREST ROADOWINGS MILLSMD21117PCUNRESTRICTED$1,000
JOHNS HOPKINS UNIVERSITY
750 EAST PRATTBALTIMOREMD21210PCUNRESTRICTED$5,078
JOHNS HOPKINS UNIVERSITY MUSEUMS & LIBRARY
4545 N CHARLES STBALTIMOREMD21210PCUNRESTRICTED$1,500
MARYLAND CENTER FOR HISTORY AND CULTURE
610 PARK AVEBALTIMOREMD21201PCUNRESTRICTED$500
MISS PORTER'S SCHOOL
60 MAIN STREETFARMINGTONCT06032PCUNRESTRICTED$28,968
NORTH COUNTRY SCHOOL
4382 CASCADE ROADLAKE PLACIDNY12946PCUNRESTRICTED$15,734
OUTWARD BOUND
1133 ROUTE 55 SUITE 10LA GRANGEVILLENY12540PCUNRESTRICTED$500
PRINCETON UNIVERSITY
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PCUNRESTRICTED$2,350
QUEBEC-LABRADOR FOUNDATION
55 SOUTH MAIN STREETIPSWICHMA01938PCUNRESTRICTED$500
ROLAND PARK COUNTRY SCHOOL
5204 ROLAND AVEBALTIMOREMD21210PCUNRESTRICTED$36,302
THE FUND FOR JOHNS HOPKINS MEDICINE
750 EAST PRATTBALTIMOREMD21202PCMARFAN'S RESEARCH$49,699
THE MARFAN FOUNDATION INC
22 MANHASSET AVENUEPORT WASHINGTONNY11050PCUNRESTRICTED$500
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREETBALTIMOREMD21201PCUNRESTRICTED$2,500
WAMU
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016PCWAMU RADIO STATION$350
WBJC
6776 REISTERSTOWN ROADBALTIMOREMD21215PCUNRESTRICTED$350
WHEATON COLLEGE
WHEATON COLLEGENORTONMA02766PCUNRESTRICTED$1,500
WVIA
100 WVIA WAYPITTSTONPA18640PCUNRESTRICTED$350
WYPR
2216 N CHARLES STBALTIMOREMD21218PCUNRESTRICTED$350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$185,319TotalGrantOrContriPdDurYrAmt
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$38,009ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$20,088ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17,921ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,921TotalIncomeProducingActyAmt

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)
CategoryTAX PREPCategoryTxt
Amt$1,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,800DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierOTHER INCREASES TO CHANGES IN FUND BALANCEIdentifierTxt
Form And Line ReferenceFORM 990-PF PART IIIFormAndLineReferenceDesc
Medium ExplanationTHE FOUNDATION CONTRIBUTED SHARES OF COMMON STOCK IN VISA AND AMERICAN TOWER TO VARIOUS CHARITIES THROUGHOUT THE YEAR. THE TOTAL FAIR MARKET VALUE OF THE STOCK GIFTS IS $158,919 AND THE COST BASIS IS $17,940. THE DIFFERENCE BETWEEN FAIR MARKET VALUE AND COST BASIS IS $140,979 AND IS AN ADJUSTMENT TO FUND BALANCE.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMANAGED ACCOUNT DF DENTStockNm
EOY Book Value$1,895,071EOYBookValueAmt
EOYFMV$4,294,457EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$389,777USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$399,060USGovtObligationsEOYFMVAmt
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 ItemFNMA AND GNMACategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,563BookValueAmt
EOYFMV$1,560EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescTRADE PROCEEDS RECEIVABLEDesc
BOY Book Value$8,725BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIES AND EXPENSESDesc
Revenue And Expenses Per Books$792RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$792DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
FMV IN EXCESS OF COST BASIS - STOCK GRANTS TO CHARITIES (SEE ATTACHED)$140,979
EXCISE TAX REFUND$2,454

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$24,410Amt
Net Investment Income$24,410NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$341Amt
Net Investment Income$341NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.