CONTINO FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONTINO FAMILY FOUNDATION (EIN 86-1116070)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349108753
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T19:59:32-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | 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 | 861116070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONTINO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VENABLE LLP | InCareOfNm |
| Business Name Control | CONT | BusinessNameControlTxt |
| Phone | 4102447414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o PBMares11N Washington St | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francis A Contino | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4102447414 | PhoneNum |
| Signature | 2024-11-12 | 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 | RICHARD RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | 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 | $1,345,454 | 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 |
| Dividends Rev And Expnss | $37,267 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,267 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,994 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,705 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,705 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,448 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,448 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,888 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $290,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $284,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,660 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $594 | AcctRcvblAmt |
| Acct Rcvbl BOY | $962 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $594 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $594 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $222,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $181,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $746,147 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $513,311 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $421,993 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $546,053 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $780,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $657,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,345,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $719,420 | CapitalStockBOYAmt |
| Capital Stock EOY | $719,541 | CapitalStockEOYAmt |
| Retained Earning BOY | $61,057 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$62,337 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $780,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $657,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $780,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $657,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $780,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $121 | OtherIncreasesAmt |
| Subtotal | $657,204 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $657,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PIMCO RETURN FUND CL | P | $1,999 | $2,660 | -$661 | -$661 |
| T ROWE PRICE INTRTD US SM CAP | P | $1,801 | $1,700 | $101 | $101 |
| T ROWE PRICE VALUE | P | $2,289 | $2,106 | $183 | $183 |
| FAIRHOLME FUND | P | $39,172 | $21,711 | $17,461 | $17,461 |
| PIMCO TOTAL RETURN FUND CL | P | $62,940 | $83,741 | -$20,801 | -$20,801 |
| T ROWE PRINCE INTRTD US SM CAP GR EQUI | P | $35,070 | $33,112 | $1,958 | $1,958 |
| T ROWE PRICE VALUE | P | $15,156 | $13,943 | $1,213 | $1,213 |
| T ROWE PRICE VALUE | P | $1,067 | $623 | $444 | $444 |
| MCCORMICK & COMPANY INC | D | $153,433 | $40,212 | $113,221 | $113,221 |
| CAPITAL GAIN DIVIDENDS | P | $16,608 | |||
| CAPITAL GAIN DIVIDENDS | P | $16,608 | |||
| CAPITAL GAIN DIVIDENDS | P | $16,608 | |||
| CAPITAL GAIN DIVIDENDS | P | $16,608 | |||
| CAPITAL GAIN DIVIDENDS | P | $16,608 | |||
| CAPITAL GAIN DIVIDENDS | P | $16,608 | |||
| CAPITAL GAIN DIVIDENDS | P | $16,608 | |||
| CAPITAL GAIN DIVIDENDS | P | $16,608 | |||
| CAPITAL GAIN DIVIDENDS | P | $16,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,727 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,235 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,235 | SubtotalAmt |
| Tax Based On Investment Income | $2,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,497 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,597 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,362 | OverpaymentAmt |
| Applied To ES Tax | $2,362 | 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 | false | 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 | VENABLE LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102447414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 E PRATT ST | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Francis A Contino | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Withum 500 E Pratt Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | $1,617,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $778 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,696,815 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,696,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,671,363 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,235 | TotalTaxAmt |
| Distributable Before Adj | $81,333 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,333 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,333 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $284,205 | 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 | $284,205 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,333 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $115,612 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $200,255 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $158,067 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $163,511 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $168,792 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $806,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $284,205 | QualifyingDistributionsAmt |
| Applied To Current Year | $81,333 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $202,872 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,009,109 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $115,612 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $893,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $200,255 | ExcessFromYear4Amt |
| Excess From Year3 | $158,067 | ExcessFromYear3Amt |
| Excess From Year2 | $163,511 | ExcessFromYear2Amt |
| Excess From Year1 | $168,792 | ExcessFromYear1Amt |
| Excess From Current Year | $202,872 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANCIS A CONTINO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| United Way of Central Maryland | ||||||||||||
| 1800 Washington Blvd Suite 340 | Baltimore | MD | 21230 | NONE | PC | GENERAL SUPPORT | $150,000 | |||||
| Catholic Community of St Francis Xavier | ||||||||||||
| 13717 Cuba Road PO Box 407 | Hunt Valley | MD | 21030 | NONE | PC | General Support | $25,000 | |||||
| Leadline Ministries | ||||||||||||
| PO Box 27731 | Towson | MD | 21285 | NONE | PC | General Support | $3,000 | |||||
| USM Foundation | ||||||||||||
| 13412 Green Hill Court | Highland | MD | 20777 | NONE | PC | General Support | $1,000 | |||||
| Univesity of MD StJoseph Medical Center Fdn | ||||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | NONE | PC | General Support | $30,000 | |||||
| Sanctuary Ministries of London | ||||||||||||
| NONE | PC | General Support | $10,000 | 531 Talbot Street | London | Ontario | CA | N6A 2S5 | ||||
| Archbishop Curley High School | ||||||||||||
| 3701 Sinclair Lane | Baltimore | MD | 21213 | NONE | PC | General Support | $10,000 | |||||
| B & O Railroad Museum | ||||||||||||
| 901 W Pratt Street | Baltimore | MD | 21223 | NONE | PC | General Support | $6,000 | |||||
| St Joan Of Arc School | ||||||||||||
| 230 South Law Street | Aberdeen | MD | 21001 | NONE | PC | General Support | $2,500 | |||||
| Uncuffed Ministries | ||||||||||||
| 5400 Loch Raven Blvd | Baltimore | MD | 21239 | NONE | PC | General Support | $2,000 | |||||
| University of Maryland College Park Foundation | ||||||||||||
| 4603 Calvert Road | College Park | MD | 20740 | NONE | PC | General Support | $10,000 | |||||
| Notre Dame of Maryland University | ||||||||||||
| 4701 North Charles Street | Baltimore | MD | 21210 | NONE | PC | General Support | $15,000 | |||||
| Towson University Foundation | ||||||||||||
| 401 Washington Avenue | Towson | MD | 21252 | NONE | PC | General Support | $5,000 | |||||
| Living Classrooms | ||||||||||||
| 1417 Thames Street | Baltimore | MD | 21231 | NONE | PC | General Support | $1,000 | |||||
| Mercy Hospital Foundation | ||||||||||||
| 500 E Market Street | Iowa City | IA | 52245 | NONE | PC | General Support | $1,000 | |||||
| Notre Dame Preparatory School | ||||||||||||
| 815 Hampton Lane | Towson | MD | 21286 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,500 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| 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 | $129,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $166,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,994 | 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 FEES | CategoryTxt |
| Amt | $5,410 | Amt |
| Net Investment Income | $2,705 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,705 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MCCORMICK NON-VOTING STOCK | $4,065 | $8,210 |
| MCCORMICK VOTING STOCK | $177,892 | $737,937 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AKRE FOCUS FUND RETAIL | AT COST | $36,227 | $94,178 |
| MFS VALUE FUND CLASS I | AT COST | $54,354 | $76,917 |
| FRANKLIN GROWTH | AT COST | $58,909 | $90,650 |
| LORD ABBETT SHORT DURATION INC | AT COST | $45,188 | $42,195 |
| DODGE & COX STOCK CL | AT COST | $72,677 | $81,809 |
| PIMCO INCOME INSTITUTIONAL FUN | AT COST | $85,761 | $81,334 |
| AMERICAN NEW PERSPECTIVE CL F2 | AT COST | $34,585 | $40,179 |
| EDGEWOOD GROWTH FUND INSTL CL | AT COST | $34,292 | $38,791 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $3,448 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,448 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX VARIANCE | Desc |
| Amt | $121 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $30 | Amt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
Comments