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FEATHER FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FEATHER FOUNDATION INC (EIN 01-0632648)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-08
IRS object ID
202331289349101728
Schema version
2022v5.0
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)
Return2023-05-08T12:25:57-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-08SignatureDt
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
Preparation2023-05-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,201,693FMVAssetsEOYAmt
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$24,076DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,076DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,348NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$396,246GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,348CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$75,424TotalRevAndExpnssAmt
Total Net Invst Incm$75,424TotalNetInvstIncmAmt
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$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$29,286OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,196OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,090OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,041TaxesRevAndExpnssAmt
Taxes Net Invst Incm$307TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$84DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$389OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$389OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,503TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,179TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,085ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,085ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$85,585TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,503TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,264TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,161ExcessRevenueOverExpensesAmt
Net Investment Income$47,921NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$356,303SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$372,340SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$372,340SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$97,907USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$98,032USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,082,423CorporateStockBOYAmt
Corporate Stock EOY$1,968,217CorporateStockEOYAmt
Corporate Stock EOYFMV$3,720,892CorporateStockEOYFMVAmt
Other Investments BOY$2,626OtherInvestmentsBOYAmt
Other Investments EOY$1,698OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,704OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,849LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,849LandBldgEquipAccumDeprecAmt
Land BOY$84LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$1,009OtherAssetsBOYAmt
Other Assets EOY$8,725OtherAssetsEOYAmt
Other Assets EOYFMV$8,725OtherAssetsEOYFMVAmt
Total Assets BOY$2,442,445TotalAssetsBOYAmt
Total Assets EOY$2,448,887TotalAssetsEOYAmt
Total Assets EOYFMV$4,201,693TotalAssetsEOYFMVAmt
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$2,442,445RetainedEarningBOYAmt
Retained Earning EOY$2,448,887RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,442,445TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,448,887TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,442,445TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,448,887TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,442,445TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,161ExcessRevenueOverExpensesAmt
Other Increases$16,603OtherIncreasesAmt
Subtotal$2,448,887SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,448,887TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$35,103$48,393-$13,290-$13,290
PUBLICLY TRADED SECURITIESP$361,143$296,505$64,638$64,638
FieldValueIRS element (for citing)
Capital Gain Net Income$51,348CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$666InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$666SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$666TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,134OverpaymentAmt
Applied To ES Tax$680AppliedToESTaxAmt
Refund$2,454RefundAmt

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$4,165,463AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$419,046AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,584,509TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,584,509AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$68,768CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,515,741NetVlNoncharitableAssetsAmt
Minimum Investment Return$225,787MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$225,787MinimumInvestmentReturnAmt
Tax Based On Investment Income$666TaxBasedOnInvestmentIncomeAmt
Total Tax$666TotalTaxAmt
Distributable Before Adj$225,121DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$225,121DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$225,121DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,264ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$55,264QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$225,121DistributableAsAdjustedAmt
Undistributed Income PY$12,110UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$55,264QualifyingDistributionsAmt
Applied To Year1$12,110AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$43,154AppliedToCurrentYearAmt
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$181,967UndistributedIncomeCYAmt
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 (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350ORG
PO BOX 843004BOSTONMA02284PUBLICUNRESTRICTED$350
B&O RAILROAD
901 W PRATT STREETBALTIMOREMD21223PUBLICUNRESTRICTED$300
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRBALTIMOREMD21218PUBLICUNRESTRICTED$2,500
CALVERT SCHOOL
105 TUSCANY ROADBALTIMOREMD21210PUBLICUNRESTRICTED$1,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403PUBLICUNRESTRICTED$300
CHESAPEAKE BAY OUTWARD BOUND SCHOOL
1900 EAGLE DRBALTIMOREMD21207PUBLICUNRESTRICTED$8,394
CHURCH OF THE REDEEMER
5603 NORTH CHARLES STREETBALTIMOREMD21210PUBLICUNRESTRICTED$10,141
CYLBURN ABORETUM FRIENDS
4915 GREENSPRING AVEBALTIMOREMD21209PUBLICUNRESTRICTED$300
EVERGREEN HOUSE FOUNDATION INC
4545 N CHARLES STBALTIMOREMD21210ENDOWMENTUNRESTRICTED$1,500
GILMAN SCHOOL
5407 ROLAND AVENUEBALTIMOREMD21210PUBLICUNRESTRICTED$2,000
HARVARD UNIVERSITY
13 APPIAN WAYCAMBRIDGEMA02138PUBLICUNRESTRICTED$300
INTERNATIONAL COLLEGE
215 PARK AVENUE SUITE 1710NEW YORKNY10003PUBLICUNRESTRICTED$500
IRVINE NATURE CENTER
11201 GARRISON FOREST ROADOWINGS MILLSMD21117PUBLICUNRESTRICTED$1,000
MARYLAND CENTER FOR HISTORY AND CULTURE
610 PARK AVEBALTIMOREMD21201PUBLICUNRESTRICTED$500
MISS PORTER'S SCHOOL
60 MAIN STREETFARMINGTONCT06032PUBLICUNRESTRICTED$1,500
NORTH COUNTRY SCHOOL
4382 CASCADE ROADLAKE PLACIDNY12946PUBLICUNRESTRICTED$500
OUTWARD BOUND
1133 ROUTE 55 SUITE 10LA GRANGEVILLENY12540PUBLICUNRESTRICTED$500
PRINCETON CHARTER FOUNDATION
79 PROSPECT AVEPRINCETONNJ08540PUBLICUNRESTRICTED$5,000
PRINCETON UNIVERSITY
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PUBLICUNRESTRICTED$500
PRINCETON UNIVERSITY
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PUBLICUNRESTRICTED$300
PRINCETON UNIVERSITY
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PUBLICUNRESTRICTED$1,500
QUEBEC-LABRADOR FOUNDATION
55 SOUTH MAIN STREETIPSWICHMA01938PUBLICUNRESTRICTED$500
ROLAND PARK COUNTRY SCHOOL
5204 ROLAND AVEBALTIMOREMD21210PUBLICUNRESTRICTED$6,000
THE MARFAN FOUNDATION INC
22 MANHASSET AVENUEPORT WASHINGTONNY11050PUBLICUNRESTRICTED$500
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREETBALTIMOREMD21201PUBLICUNRESTRICTED$2,500
WAMU
4000 BRANDYWINE STREET NWWASHINGTONDC20016PUBLICUNRESTRICTED$300
WBJC
6776 REISTERSTOWN ROADBALTIMOREMD21215PUBLICUNRESTRICTED$300
WHEATON COLLEGE
WHEATON COLLEGENORTONMA02766PUBLICUNRESTRICTED$1,500
WVIA
100 WVIA WAYPITTSTONPA18640PUBLICUNRESTRICTED$300
WYPR
2216 N CHARLES STBALTIMOREMD21218PUBLICUNRESTRICTED$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,085TotalGrantOrContriPdDurYrAmt
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$24,076ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$51,348ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$75,424ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$75,424TotalIncomeProducingActyAmt

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$1,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,700DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER2012-02-29$1,280$640200DB5.000000000000$0$0
COMPUTER2017-12-05$1,569$1,485200DB5.000000000000$84$0

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 STOCK TO CHESAPEAKE BAY OUTWARD BOUND AND CHURCH OF THE REDEEMER. THE TOTAL FAIR MARKET VALUE OF THE STOCK GIFTS IS $18,085. BELOW IS A SUMMARY OF THE STOCK GIFTED AND COST BASIS.STOCK AND NUMBER OF SHARES COST BASISVISA 39 SHARES (CHESAPEAKE BAY OUTWARD BOUND) $ 688VISA 45 SHARES (CHURCH OF THE REDEEMER) $ 794TOTAL COST BASIS $ 1,482DIFFERENCE BETWEEN FAIR MARKET VALUE AND COST BASIS OF $16,603 IS THE ADJUSTMENT TO FUND BALANCEMediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMANAGED ACCOUNT DF DENTStockNm
EOY Book Value$1,968,217EOYBookValueAmt
EOYFMV$3,720,892EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$97,907USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$98,032USGovtObligationsEOYFMVAmt
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$1,698BookValueAmt
EOYFMV$1,704EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
COMPUTER$1,280$1,280$0$0
COMPUTER$1,569$1,569$0$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$1,009$0$0
TRADE PROCEEDS RECEIVABLE$0$8,725$8,725

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIES AND EXPENSESDesc
Revenue And Expenses Per Books$389RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$389DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST BASIS - STOCK GRANTS TO CHARITIES (SEE ATTACHED)Desc
Amt$16,603Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$27,196$27,196$0
BOOKKEEPING$2,090$0$2,090

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$307$307$0
EXCISE TAX$2,734$0$0

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