THE RCM&D FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE RCM&D FOUNDATION (EIN 52-2204935)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-08-06
- IRS object ID
- 202402199349100305
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-06T08:13:54-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 NEW YORK AVE NW STE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200015748 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522204935 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RCM&D FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RCM& | BusinessNameControlTxt |
| Phone | 4439212547 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FAIRMOUNT AVENUE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY ANDERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4439212547 | PhoneNum |
| Signature | 2024-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCAS G AMARAL | PreparerPersonNm |
| PTIN | P01241718 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,664,971 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $116,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,261 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,923 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $513,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,923 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $283,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,184 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,419 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $267,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $267,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $127,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,656 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,953,321 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,924,471 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,518,315 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,081,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,071,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,664,971 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,060 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,902 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $854 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,506 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,914 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,408 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,066,118 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,053,719 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,066,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,053,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,081,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,071,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,066,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,053,719 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,053,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS - PUBLICLY TRADED SECURITIES | PropertyDesc |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $513,844 | GrossSalesPriceAmt |
| Cost Or Other Basis | $346,921 | CostOrOtherBasisAmt |
| Gain Or Loss | $166,923 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $166,923 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,923 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,936 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,936 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,936 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $107 | EsPenaltyAmt |
| Tax Due | $4,043 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KIMBERLY ANDERSON | IndividualWithBooksNm |
| Phone | 4439212547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FAIRMOUNT AVENUE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALBERT R COUNSELMAN | ||||||||
| 555 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | CHAIRMAN/PRES./DIR. | 0.00 | $0 | $0 | $0 |
| MARGARET K COUNSELMAN | ||||||||
| 555 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHERINE CAPLE | ||||||||
| 555 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROBERT T CAWLEY | ||||||||
| 555 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,166,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,314,727 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,314,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,235,006 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,936 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,936 | TotalTaxAmt |
| Distributable Before Adj | $257,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $257,814 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $257,814 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $267,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,523 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $8,637 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,475 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $267,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,814 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,486 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,121 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,121 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,523 | ExcessFromYear4Amt |
| Excess From Year2 | $8,637 | ExcessFromYear2Amt |
| Excess From Year1 | $2,475 | ExcessFromYear1Amt |
| Excess From Current Year | $9,486 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RCMD INC - ATTN MR ALBERT R COUNSEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FAIRMOUNT AVE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103397263 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS MUST BE IN WRITING. THE FOLLOWING POINTS AND SUBMISSIONS ARE REQUIRED: 1. A DESCRIPTION OF THE ORGANIZATION AND ITS ROLE IN THE COMMUNITY. 2. A DESCRIPTION OF THE PROGRAM FOR WHICH THE REQUEST IS BEING MADE. 3. PROOF OF TAX EXEMPTION UNDER SECTION 501 (C)(3) OF THE IRS CODE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF BALTIMORE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITIES | SUPPORT THE CATHOLIC RELIGION | $15,000 |
| B&O RAILROAD MUSEUM | |||||||
| 901 W PRATT ST | BALTIMORE | MD | 21223 | NONE | PUBLIC CHARITIES | SUPPORT PEOPLE | $2,500 |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | |||||||
| 808 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITIES | PROVIDE A QUALITY EDUCATION FOR LOW INCOME AFRICAN AMERICAN STUDENTS IN BALTIMORE | $1,000 |
| CATHEDRAL OF MARY OUR QUEEN | |||||||
| 5200 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITIES | SUPPORT THE CAPITAL CAMPAIGN AND MUSIC PROGRAM | $13,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC CHARITIES | PROVIDE EDUCATION TO LOW INCOME STUDENTS | $10,000 |
| DOWNTOWN SAILING CENTER | |||||||
| 1425 KEY HIGHWAY SUITE 110 | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITIES | PROVIDE QUALITY EDUCATION AND LIFE ENRICHING PROGRAMS TO PROMOTE SELF-ESTEEM AND TEAMWORK | $7,500 |
| FIRST FRUITS FARM | |||||||
| 2025 FREELAND RD | FREELAND | MD | 21053 | NONE | PUBLIC CHARITIES | SUPPORT CATHOLIC MISSION AND EDUCATION MINISTRY | $1,000 |
| FRANCISCAN CENTER | |||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITIES | PROVIDE EMERGENCY ASSISTANCE AND SUPPORTIVE OUTREACH FOR THE ECONOMICALLY DISADVANTAGED | $5,000 |
| GILCHRIST HOSPICE | |||||||
| 11311 MCCORMICK ROAD | HUNT VALLEY | MD | 21031 | NONE | PUBLIC CHARITIES | SUPPORT HOSPICE AND VOLUNTEER SERVICES | $5,000 |
| GREATER CHESAPEAKE CHARITABLE FOUNDATION | |||||||
| 1447 YORK ROAD SUITE 801 | LUTHERVILLE | MD | 21093 | NONE | PUBLIC CHARITIES | IMPROVE THE PHYSICAL AND FINANCIAL WELLNESS OF MARYLANDERS | $5,000 |
| HORIZON DAY CAMP | |||||||
| 8 MARKET PL 331 | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITIES | DAY CAMP FOR CHILDREN | $3,500 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITIES | EDUCATIONAL ASSISTANCE | $10,000 |
| KENNEDY KREIGER INSTITUTE | |||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | NONE | PUBLIC CHARITIES | SUPPORT MEDICAL CARE FOR CHILDREN WITH SEVERE DISABILITIES | $15,000 |
| LOYOLA BLAKEFIELD | |||||||
| 500 CHESNUT AVENUE | TOWSON | MD | 21204 | NONE | PUBLIC CHARITIES | SUPPORT THE CAPITAL CAMPAIGN | $10,000 |
| LOYOLA UNIVERSITY OF MARYLAND | |||||||
| 4501 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITIES | SUPPORT THE CAPITAL CAMPAIGN | $5,000 |
| MARTHA'S TABLE | |||||||
| 2375 ELVANS RD SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITIES | SUPPORT PEOPLE | $2,500 |
| MOTHER SETON ACADEMY | |||||||
| 2215 GREENMOUNT AVE | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITIES | SUPPORT CAPITAL CAMPAIGN ANNUAL FUND TO SUPPORT AT-RISK YOUTH | $4,300 |
| MOUNT DE SALES ACADEMY CAPITAL CAMPAIGN | |||||||
| 700 ACADEMY ROAD | BALTIMORE | MD | 21228 | NONE | PUBLIC CHARITIES | FUNDS PROJECTS TO MAINTAIN THE HISTORIC CAMPUS | $5,000 |
| MOUNT ST JOSEPHS HIGH SCHOOL | |||||||
| 4403 FREDERICK ROAD | BALTIMORE | MD | 21229 | NONE | PUBLIC CHARITIES | EDUCATIONAL ASSISTANCE | $10,000 |
| MOUNT WASHINGTON PEDIATRIC HOSPITAL | |||||||
| 1708 W ROGERS AVENUE | BALTIMORE | MD | 21209 | NONE | PUBLIC CHARITIES | IMPROVING THE HEALTH AND WELL-BEING OF ALL SICK OR INJURED CHILDREN | $3,000 |
| NOTRE DAME OF MARYLAND UNIVERSITY | |||||||
| 4701 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITIES | EDUCATIONAL ASSISTANCE | $5,000 |
| OBLATE SISTERS OF PROVIDENCE | |||||||
| 701 GUN ROAD | BALTIMORE | MD | 21227 | NONE | PUBLIC CHARITIES | SUPPORT CATHOLIC MISSION AND EDUCATION MINISTRY | $1,000 |
| ORDER OF MALTA FEDERAL ASSOCIATION | |||||||
| 1730 M STREET SUITE 403 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITIES | SERVICES FOR SICK AND IN NEED | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES OF RICHMOND | |||||||
| 2330 MONUMENT AVE | RICHMOND | VA | 23220 | NONE | PUBLIC CHARITIES | PROVIDE SUPPORT FOR FAMILIES WITH SERIOUSLY ILL CHILDREN | $1,000 |
| SETON HERITAGE MINISTRIES | |||||||
| 339 SOUTH SETON AVENUE | EMMITSBURG | MD | 21727 | NONE | PUBLIC CHARITIES | SUPPORT CATHOLIC HERITAGE AND MUSEUM | $10,000 |
| SHELTERING ARMS FOUNDATION OF VIRGINIA | |||||||
| 6627 WEST BROAD STREET | RICHMOND | VA | 23230 | NONE | PUBLIC CHARITIES | PHYSICAL THERAPY CLINIC | $15,000 |
| ST AGNES FOUNDATION | |||||||
| 900 CATON AVENUE | BALTIMORE | MD | 21229 | NONE | PUBLIC CHARITIES | PROMOTE QUALITY HEALTHCARE | $10,000 |
| ST LUKE INSTITUTE | |||||||
| 8901 NEW HAMPSHIRE AVE | SILVER SPRING | MD | 20903 | NONE | PUBLIC CHARITIES | HEALTHCARE FOR CLERGY | $5,000 |
| THE COMMUNITY SCHOOL INC | |||||||
| 337 WEST 30TH STREET | BALTIMORE | MD | 21211 | NONE | PUBLIC CHARITIES | PROVIDE EDUCATION TO AT-RISK YOUTH | $1,000 |
| THE GBMC FOUNDATION | |||||||
| 6701 N CHARLES STREET | TOWSON | MD | 21204 | NONE | PUBLIC CHARITIES | SUPPORT GBMC MEDICAL CARE AND CAPTIAL CAMPAIGN | $15,000 |
| THE INDEPENDENT COLLEGE FUND OF MARYLAND | |||||||
| 3225 ELLERSLIE AVE C160 | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITIES | PROMOTE MARYLAND'S INDEPENDENT COLLEGES AND UNIVERSITIES | $1,000 |
| THE BALTIMORE BASILICA | |||||||
| 409 CATHERDRAL ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITIES | SUPPORT CATHOLIC HERITAGE AND MUSEUM | $20,000 |
| HORIZON GOODWILL INDUSTRIES | |||||||
| 14515 PENNSYLVANIA AVE | HAGERSTOWN | MD | 21742 | NONE | PUBLIC CHARITIES | PROVIDE SUPPORT TO BALTIMORE COMMUNITIES | $7,500 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1 INVENTA PL 6TH FLOOR | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITIES | IMPROVING THE HEALTH AND WELL-BEING OF ALL SICK OR INJURED CHILDREN | $5,000 |
| GREENMOUNT UNITED METHODIST CHURCH | |||||||
| 2001 HANOVER PIKE | HAMPSTEAD | MD | 21074 | NONE | PUBLIC CHARITIES | SUPPORT RELIGION AND COMMUNITY SERVICE IN NORTHERN CARROLL COUNTY AND SURROUNDING AREA | $5,000 |
| MARYVALE PREPARATORY SCHOOL | |||||||
| 11300 FALLS RD | LUTHERVILLE | MD | 21093 | NONE | PUBLIC CHARITIES | EDUCATIONAL ASSISTANCE | $5,000 |
| JHU - MARY HILDA ENDOWMENT | |||||||
| 700 EAST PRATT STREET SUITE 1700 | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITIES | EDUCATIONAL ASSISTANCE | $5,000 |
| THE BALTIMORE STATION | |||||||
| 140 W WEST ST | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITIES | PROVIDE SUPPORT FOR VETERANS | $5,000 |
| STEVENSON UNIVERSITY CAPITAL CAMPAIGN | |||||||
| 1525 GREENSPRING VALLEY ROAD | STEVENSON | MD | 21153 | NONE | PUBLIC CHARITIES | SUPPORT CAPITAL CAMPAIGN | $2,500 |
| BRANDON TOLSON FOUNDATION | |||||||
| 1443 ROCK SPRING RD | BEL AIR | MD | 21014 | NONE | PUBLIC CHARITIES | SUPPORT FOR THE SUDDEN AND TRAGIC LOSS OF A CHILD | $2,500 |
| UNITED PLANNING ORGANIZATION | |||||||
| 301 RHODE ISLAND AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITIES | PROVIDING SUPPORT FOR SINGLE PARENT EDUCATION | $2,500 |
| BALTIMORE RONALD MCDONALD HOUSE | |||||||
| 1 AISQUITH ST | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITIES | PROVIDE SUPPORT FOR FAMILIES WITH SERIOUSLY ILL CHILDREN | $1,000 |
| ELK HILL FOUNDATION | |||||||
| 1975 ELK HILL ROAD | GOOCHLAND | VA | 23063 | NONE | PUBLIC CHARITIES | PROVIDE BEHAVIORIAL HEALTH AND EDUCATION SERVICES | $1,000 |
| FOUNDATION TO ERADICATE DUCHENNE | |||||||
| PO BOX 2371 | ALEXANDRIA | VA | 22301 | NONE | PUBLIC CHARITIES | DEDICATED TO FINDING TREATMENTS AND CURE FOR DUCHENNE | $1,000 |
| ONE LOVE FOUNDATION | |||||||
| 2328 W JOPPA ROAD SUITE 110 | LUTHERVILLE | MD | 21093 | NONE | PUBLIC CHARITIES | EDUCATE YOUNG PEOPLE ABOUT HEALTHY AND UNHEALTHY RELATIONSHIPS | $1,000 |
| THE HIDING PLACE | |||||||
| 1607 CROMWELL BRIDGE ROAD | BALTIMORE | MD | 21234 | NONE | PUBLIC CHARITIES | ASSIST YOUNG WOMEN FACING DOMESTIC VIOLENCE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $267,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $166,923 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $283,184 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,184 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIRED | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VII-B | FormAndLineReferenceDesc |
| Medium Explanation | QUESTION 1 A(3)EMPLOYEES OF RIGGS, COUNSELMAN, MICHAELS & DOWNES, INC. PROVIDE SERVICES SUCH AS ACCOUNTING, BOOKKEEPING, ADMINISTRATIVE SERVICES TO THE RCM&D FOUNDATION AT NO CHARGE. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN INTERNATIONAL VALUE ADVISOR - COUNSELMAN ACCT BAL | AT COST | $0 | $51,424 |
| BROWN ADVISORY INTERMEDIATE INCOME - COUNSELMAN ACCT BAL. | AT COST | $294,498 | $273,656 |
| BROWN ADVISORY INTERMEDIATE INCOME - FUND ACCT BAL. | AT COST | $870,529 | $810,419 |
| BROWN ADVISORY SM CP FUNDAMENTAL VAL - COUNSELMAN ACCT BAL. | AT COST | $37,119 | $59,998 |
| BROWN ADVISORY SM CP FUNDAMENTAL VAL - FUND ACCT BAL. | AT COST | $115,567 | $200,411 |
| BROWN ADVISORY SUSTAINABLE GROWTH - COUNSELMAN ACCT BAL. | AT COST | $57,869 | $155,137 |
| BROWN ADVISORY SUSTAINABLE GROWTH - FUND ACCT BAL. | AT COST | $182,100 | $493,086 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - COUNSELMAN ACCT BAL. | AT COST | $63,475 | $65,996 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - FUND ACCT BAL. | AT COST | $211,507 | $217,391 |
| ISHARES MSCI ACWI EX US ETF - COUNSELMAN ACCT BAL. | AT COST | $39,422 | $46,663 |
| ISHARES MSCI ACWI EX US ETF - FUND ACCT BAL. | AT COST | $122,948 | $153,336 |
| ISHARES S&P 500 ETF - COUNSELMAN ACCT BAL. | AT COST | $126,024 | $308,604 |
| ISHARES S&P 500 ETF - FUND ACCT BAL. | AT COST | $392,680 | $961,032 |
| BROWN ADVISORY GDMAN LRG CAP - COUNSELMAN ACCT BAL. | AT COST | $102,943 | $153,976 |
| BROWN ADVISORY SM CAP GROWTH - COUNSELMAN ACCT BAL. | AT COST | $77,340 | $94,548 |
| BROWN ADVISORY SM CAP GROWTH - FUND ACCT BAL. | AT COST | $271,208 | $337,092 |
| BROWN ADVISORY GDMAN LRG CAP - FUND ACCT BAL. | AT COST | $324,921 | $488,743 |
| ARTISAN INTERNATIONAL FUND - FUND ACCT BAL. | AT COST | $129,180 | $167,946 |
| LAZARD CL LIST INTRASTR - COUNSELMAN ACCT BAL. | AT COST | $22,067 | $21,478 |
| LAZARD CL LIST INTRASTR - FUND ACCT BAL. | AT COST | $75,177 | $73,154 |
| ISHARES CORE SP SMALL CAP - FUND ACCT BAL. | AT COST | $192,168 | $202,473 |
| ISHARES CORE SP SMALL CAP - COUNSELMAN ACCT BAL. | AT COST | $53,935 | $56,918 |
| ARTISAN HIGH INCOME FUND - FUND ACCT BAL. | AT COST | $85,500 | $87,584 |
| ARTISAN HIGH INCOME FUND - COUNSELMAN ACCT BAL. | AT COST | $36,500 | $37,250 |
| ARTISAN INTERNATIONAL FUND - COUNSELMAN ACCT BAL. | AT COST | $39,794 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES | $6,600 | $0 | $0 | $0 |
| INTEREST EXPENSE | $154 | $0 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $18,110 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $854 | BOYBookValueAmt |
| EOY Book Value | $2,506 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,419 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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