RHONAS PLACE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RHONAS PLACE FOUNDATION (EIN 27-4477606)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349104525
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:51:52-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10200 Grand Central Ave Suite 320 | AddressLine1Txt |
| City | Owings Mills | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274477606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rhona's Place Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JERRY FOCAS | InCareOfNm |
| Business Name Control | RHON | BusinessNameControlTxt |
| Phone | 4103397313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1447 York Road Suite 800 | AddressLine1Txt |
| City | Lutherville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jerry Focas | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4103397313 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian J Ray | PreparerPersonNm |
| PTIN | P01278507 | PTIN |
| Phone | 4103633200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,378,852 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $258,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,759,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,174 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,319 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $270,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,644 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,082 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,562 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,715 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $636 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,079 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,453 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $422 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,031 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,036 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,643 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,643 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,408 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $152,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,672 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $411,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $411,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $564,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,172 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$294,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,135 | CashBOYAmt |
| Cash EOY | $137,567 | CashEOYAmt |
| Cash EOYFMV | $137,567 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $101,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,584 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $116,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $598,349 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $296,258 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $291,289 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,605,668 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,562,615 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,772,371 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,041 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,041 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,041 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,510,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,174,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,378,852 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $46,583 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,083 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $46,583 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,083 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,464,264 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,169,982 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,464,264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,169,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,510,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,174,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,464,264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$294,282 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,169,982 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,169,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | $12,890 | $13,204 | -$314 | -$314 |
| PUBLIC TRADED SECURITIES | P | $5,000 | $5,099 | -$99 | -$99 |
| PUBLIC TRADED SECURITIES | P | $589,504 | $587,804 | $1,700 | $1,700 |
| PUBLIC TRADED SECURITIES | P | $894,954 | $905,186 | -$10,232 | -$10,232 |
| PUBLIC TRADED SECURITIES | P | $46,302 | $46,026 | $276 | $276 |
| PUBLIC TRADED SECURITIES | P | $29,468 | $27,303 | $2,165 | $2,165 |
| PUBLIC TRADED SECURITIES | P | $213,478 | $222,470 | -$8,992 | -$8,992 |
| PUBLIC TRADED SECURITIES | P | $1,506,712 | $1,558,385 | -$51,673 | -$51,673 |
| PUBLIC TRADED SECURITIES | P | $153,785 | $152,739 | $1,046 | $1,046 |
| PUBLIC TRADED SECURITIES | P | $224,144 | $238,703 | -$14,559 | -$14,559 |
| CAPITAL GAIN DIVIDENDS | P | $35,509 | |||
| CAPITAL GAIN DIVIDENDS | P | $35,509 | |||
| CAPITAL GAIN DIVIDENDS | P | $35,509 | |||
| CAPITAL GAIN DIVIDENDS | P | $35,509 | |||
| CAPITAL GAIN DIVIDENDS | P | $35,509 | |||
| CAPITAL GAIN DIVIDENDS | P | $35,509 | |||
| CAPITAL GAIN DIVIDENDS | P | $35,509 | |||
| CAPITAL GAIN DIVIDENDS | P | $35,509 | |||
| CAPITAL GAIN DIVIDENDS | P | $35,509 | |||
| CAPITAL GAIN DIVIDENDS | P | $35,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,174 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,351 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,351 | SubtotalAmt |
| Tax Based On Investment Income | $2,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,513 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $18,513 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,162 | OverpaymentAmt |
| Applied To ES Tax | $16,162 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERRY FOCAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103397313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1447 YORK ROAD | AddressLine1Txt |
| City | Lutherville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY D FOCAS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1447 York Road | AddressLine1Txt |
| Address Line2 | Suite 800 | AddressLine2Txt |
| City | Lutherville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $41,644 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,065,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $247,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $834,466 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,148,063 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,148,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,025,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,351 | TotalTaxAmt |
| Distributable Before Adj | $398,941 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $398,941 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $398,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,172 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $471,172 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $398,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,475 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $471,172 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,475 | AppliedToYear1Amt |
| Applied To Current Year | $398,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,756 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,756 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,756 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $60,756 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Fidelity Investments Char | |||||||
| 200 Seaport Blvd | Boston | MA | 02210 | N/A | PC | FUNDING TO SUPPORT CONTRIBUTIONS TO CONDUIT PUBLIC CHARITIES | $400,000 |
| Ducks Unlimited | |||||||
| PO Box 421825 | Palm Coast | FL | 32142 | PC | Unrestricted Contribution to support ongoing operations | $1,000 | |
| National Multiple Sclerosis Society | |||||||
| PO Box 91891 | Washington | DC | 20090 | PC | Sponsor MS Walk | $1,000 | |
| Project Purple | |||||||
| 115 Main Street Suite 1 | Sdeymour | CT | 06483 | N/A | PC | Hajna Fundraiser | $2,000 |
| Sanskriti Inc | |||||||
| 23234 Roberts Tavern Drive | Clarksburg | MD | 20871 | N/A | PC | Unrestricted Contribution to support ongoing operations | $3,000 |
| Empower4Life | |||||||
| 1406 Wildwood Drive | Fallston | MD | 21047 | N/A | PC | Unrestricted Contribution to support ongoing operations | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $411,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,598 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PASS THROUGH INCOME (LOSS) | 531110 | $0 | |
| OTHER INCOME - REFUNDS | $6,319 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $270,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $270,117 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,453 | Amt |
| Net Investment Income | $422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,031 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHMENT | BondNm |
| EOY Book Value | $296,258 | EOYBookValueAmt |
| EOYFMV | $291,289 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,562,615 | BookValueAmt |
| EOYFMV | $7,772,371 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,715 | LegalFeesAmt |
| Net Investment Income | $636 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,079 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE | Desc |
| BOY Book Value | $5,041 | BOYBookValueAmt |
| EOY Book Value | $5,041 | EOYBookValueAmt |
| EOYFMV | $5,041 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES FROM K-1S | Desc |
| Revenue And Expenses Per Books | $10,408 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,408 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PASSTHROUGH INCOME FROM PARTNERSHIPS | ||
| Other Income - Refunds | $6,319 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES FROM PASS THROUGH | Desc |
| BOY Book Value | $46,583 | BOYBookValueAmt |
| EOY Book Value | $4,083 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $76,036 | Amt |
| Net Investment Income | $76,036 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $3,643 | $3,643 |
| INVESTMENT INCOME EXCISE TAX | $0 | $0 |
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