THE RCM&D FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE RCM&D FOUNDATION (EIN 52-2204935)
Tax period
2022-04-01 to 2023-03-31
Filed
2023-08-08
IRS object ID
202322209349100502
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)
Return2023-08-08T06:47:04-05:00ReturnTs
Tax Period End2023-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 NEW YORK AVE NW STE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200015748ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522204935EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RCM&D FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRCM&BusinessNameControlTxt
Phone4439212547PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 FAIRMOUNT AVENUEAddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21286ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBERLY ANDERSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4439212547PhoneNum
Signature2023-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKIMBERLYPersonFirstNm
Person LastANDERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUCAS G AMARALPreparerPersonNm
PTINP01241718PTIN
Phone2024141000PhoneNum

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$5,077,058FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$145,371DividendsRevAndExpnssAmt
Dividends Net Invst Incm$145,371DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$59,944NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,576,448GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$85,427TotalRevAndExpnssAmt
Total Net Invst Incm$145,371TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,486TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$23,959OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,208OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,445TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,208TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$254,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$254,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$280,445TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,208TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$254,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$195,018ExcessRevenueOverExpensesAmt
Net Investment Income$127,163NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$245,486SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$127,711SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$127,711SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,039,371OtherInvestmentsBOYAmt
Other Investments EOY$3,953,321OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,949,347OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,284,857TotalAssetsBOYAmt
Total Assets EOY$4,081,032TotalAssetsEOYAmt
Total Assets EOYFMV$5,077,058TotalAssetsEOYFMVAmt
Accounts Payable BOY$18,987AccountsPayableBOYAmt
Accounts Payable EOY$14,060AccountsPayableEOYAmt
Other Liabilities BOY$4,734OtherLiabilitiesBOYAmt
Other Liabilities EOY$854OtherLiabilitiesEOYAmt
Total Liabilities BOY$23,721TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,914TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,261,136NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,066,118NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,261,136TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,066,118TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,284,857TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,081,032TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,261,136TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$195,018ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,066,118SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,066,118TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS - PUBLICLY TRADED SECURITIESPropertyDesc
Sold2022-12-31SoldDt
Gross Sales Price$1,576,448GrossSalesPriceAmt
Cost Or Other Basis$1,636,392CostOrOtherBasisAmt
Gain Or Loss-$59,944GainOrLossAmt
Gains Minus Excess Or Losses-$59,944GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$59,944CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,768InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,768SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,768TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$89EsPenaltyAmt
Tax Due$1,857TaxDueAmt

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
Individual With BooksKIMBERLY ANDERSONIndividualWithBooksNm
Phone4439212547PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1555 FAIRMOUNT AVENUEAddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21286ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALBERT R COUNSELMAN
555 FAIRMOUNT AVENUETOWSONMD21286CHAIRMAN/PRES./DIR.0.00$0$0$0
J KEVIN CARNELL
555 FAIRMOUNT AVENUETOWSONMD21286SECRETARY0.00$0$0$0
MARGARET K COUNSELMAN
555 FAIRMOUNT AVENUETOWSONMD21286DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,994,383AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$148,615AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,142,998TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,142,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,145CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,065,853NetVlNoncharitableAssetsAmt
Minimum Investment Return$253,293MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$253,293MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,768TaxBasedOnInvestmentIncomeAmt
Total Tax$1,768TotalTaxAmt
Distributable Before Adj$251,525DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$251,525DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$251,525DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$254,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$254,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$251,525DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$4,523ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$8,637ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,160TotalExcessDistributionCyovAmt
Qualifying Distributions$254,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$251,525AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,475RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,635TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,635ExcessDistriCyovToNextYrAmt
Excess From Year3$4,523ExcessFromYear3Amt
Excess From Year1$8,637ExcessFromYear1Amt
Excess From Current Year$2,475ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRCMD INC - ATTN MR ALBERT R COUNSELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1555 FAIRMOUNT AVEAddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21286ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4103397263RecipientPhoneNum
Form And Info And MaterialsALL 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 DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHDIOCESE OF BALTIMORE
320 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLIC CHARITIESSUPPORT THE CATHOLIC RELIGION$15,000
BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST
808 NORTH CHARLES STREETBALTIMOREMD21201NONEPUBLIC CHARITIESPROVIDE A QUALITY EDUCATION FOR LOW INCOME AFRICAN AMERICAN STUDENTS IN BALTIMORE$1,000
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLIC CHARITIESPROMOTE APPRECIATION AND PERFORMANCE OF CLASSICAL MUSIC$10,000
CATHEDRAL OF MARY OUR QUEEN
5200 N CHARLES STREETBALTIMOREMD21210NONEPUBLIC CHARITIESSUPPORT THE CAPITAL CAMPAIGN AND MUSIC PROGRAM$20,000
CIVIC WORKS BALTIMORE
2701 SAINT LO DRIVEBALTIMOREMD21213NONEPUBLIC CHARITIESPROVIDE SUPPORT TO BALTIMORE COMMUNITIES$2,500
COMMUNITY ASSISTANCE NETWORK INC
7900 E BALTIMORE STREETBALTIMOREMD21224NONEPUBLIC CHARITIESPROVIDE SUPPORT TO PEOPLE WITH ECONOMIC CHALLENGES$2,500
CRISTO REY JESUIT HIGH SCHOOL
420 S CHESTER STREETBALTIMOREMD21231NONEPUBLIC CHARITIESPROVIDE EDUCATION TO LOW INCOME STUDENTS$5,000
DOWNTOWN SAILING CENTER
1425 KEY HIGHWAY SUITE 110BALTIMOREMD21230NONEPUBLIC CHARITIESPROVIDE QUALITY EDUCATION AND LIFE ENRICHING PROGRAMS TO PROMOTE SELF-ESTEEM AND TEAMWORK$5,000
FRANCISCAN CENTER
101 WEST 23RD STREETBALTIMOREMD21218NONEPUBLIC CHARITIESPROVIDE EMERGENCY ASSISTANCE AND SUPPORTIVE OUTREACH FOR THE ECONOMICALLY DISADVANTAGED$5,000
GILCHRIST HOSPICE
11311 MCCORMICK ROADHUNT VALLEYMD21031NONEPUBLIC CHARITIESSUPPORT HOSPICE AND VOLUNTEER SERVICES$5,000
GREATER CHESAPEAKE CHARITABLE FOUNDATION
1447 YORK ROAD SUITE 801LUTHERVILLEMD21093NONEPUBLIC CHARITIESIMPROVE THE PHYSICAL AND FINANCIAL WELLNESS OF MARYLANDERS$10,000
FIRST FRUITS FARM
2025 FREELAND RDFREELANDMD21053NONEPUBLIC CHARITIESSUPPORT CATHOLIC MISSION AND EDUCATION MINISTRY$2,500
CAMP ROCK
1607 CROMWELL BRIDGE RDBALTIMOREMD21234NONEPUBLIC CHARITIESSUMMER CAMP$1,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218NONEPUBLIC CHARITIESEDUCATIONAL ASSISTANCE$15,000
KENNEDY KREIGER INSTITUTE
707 NORTH BROADWAYBALTIMOREMD21205NONEPUBLIC CHARITIESSUPPORT MEDICAL CARE FOR CHILDREN WITH SEVERE DISABILITIES$15,000
LIFEBRIDGE HEALTH
2401 W CHARLES STREETBALTIMOREMD21215NONEPUBLIC CHARITIESIMPROVE HEALTHCARE OF INDIVIDUALS AND COMMUNITIES$5,000
LOYOLA BLAKEFIELD
500 CHESNUT AVENUETOWSONMD21204NONEPUBLIC CHARITIESSUPPORT THE CAPITAL CAMPAIGN$10,000
LOYOLA UNIVERSITY OF MARYLAND
4501 N CHARLES STREETBALTIMOREMD21210NONEPUBLIC CHARITIESSUPPORT THE CAPITAL CAMPAIGN$10,000
MARYLAND HISTORICAL SOCIETY
201 W MONUMENT STREETBALTIMOREMD21298NONEPUBLIC CHARITIESHISTORICAL PRESERVATION$1,000
MOTHER SETON ACADEMY
2215 GREENMOUNT AVEBALTIMOREMD21218NONEPUBLIC CHARITIESSUPPORT CAPITAL CAMPAIGN ANNUAL FUND TO SUPPORT AT-RISK YOUTH$5,000
MOUNT DE SALES ACADEMY CAPITAL CAMPAIGN
700 ACADEMY ROADBALTIMOREMD21228NONEPUBLIC CHARITIESFUNDS PROJECTS TO MAINTAIN THE HISTORIC CAMPUS$5,000
MOUNT ST JOSEPHS HIGH SCHOOL
4403 FREDERICK ROADBALTIMOREMD21229NONEPUBLIC CHARITIESEDUCATIONAL ASSISTANCE$10,000
MOUNT WASHINGTON PEDIATRIC HOSPITAL
1708 W ROGERS AVENUEBALTIMOREMD21209NONEPUBLIC CHARITIESIMPROVING THE HEALTH AND WELL-BEING OF ALL SICK OR INJURED CHILDREN$6,000
EMPOWER4LIFE
1406 WILDWOOD DRFALLSTONMD21047NONEPUBLIC CHARITIESEDUCATIONAL ASSISTANCE$1,000
NOTRE DAME OF MARYLAND UNIVERSITY
4701 N CHARLES STREETBALTIMOREMD21210NONEPUBLIC CHARITIESEDUCATIONAL ASSISTANCE$10,000
OBLATE SISTERS OF PROVIDENCE
701 GUN ROADBALTIMOREMD21227NONEPUBLIC CHARITIESSUPPORT CATHOLIC MISSION AND EDUCATION MINISTRY$1,000
ORDER OF MALTA FEDERAL ASSOCIATION
1730 M STREET SUITE 403WASHINGTONDC20036NONEPUBLIC CHARITIESSERVICES FOR SICK AND IN NEED$2,500
REBUILDING TOGETHER
5820 YORK ROAD SUITE T300BALTIMOREMD21212NONEPUBLIC CHARITIESREPAIR HOMES AND REVITALIZE COMMUNITIES$2,500
RONALD MCDONALD HOUSE CHARITY
1 AISQUITH STREETBALTIMOREMD21202NONEPUBLIC CHARITIESPROVIDE SUPPORT FOR FAMILIES WITH SERIOUSLY ILL CHILDREN$1,000
SETON HERITAGE MINISTRIES
339 SOUTH SETON AVENUEEMMITSBURGMD21727NONEPUBLIC CHARITIESSUPPORT CATHOLIC HERITAGE AND MUSEUM$10,000
ST AGNES FOUNDATION
900 CATON AVENUEBALTIMOREMD21229NONEPUBLIC CHARITIESPROMOTE QUALITY HEALTHCARE$10,000
ST LUKE INSTITUTE
8901 NEW HAMPSHIRE AVESILVER SPRINGMD20903NONEPUBLIC CHARITIESHEALTHCARE FOR CLERGY$5,000
ST VINCENT DEPAUL SOCIETY
2305 N CHARLES STREETBALTIMOREMD21218NONEPUBLIC CHARITIESHELP THE IMPOVERISHED REACH FULL POTENTIAL$5,000
STEVENSON UNIVERSITY CAPITAL CAMPAIGN
1525 GREENSHPRING VALLEY ROADSTEVENSONMD21153NONEPUBLIC CHARITIESSUPPORT CAPITAL CAMPAIGN$2,500
SHELTERING ARMS FOUNDATION OF VIRGINIA
6627 WEST BROAD STREETRICHMONDVA23230NONEPUBLIC CHARITIESPHYSICAL THERAPY CLINIC$5,000
MARTHA'S TABLE
2375 ELVANS RD SEWASHINGTONDC20020NONEPUBLIC CHARITIESSUPPORT PEOPLE$1,000
THE COMMUNITY SCHOOL INC
337 WEST 30TH STREETBALTIMOREMD21211NONEPUBLIC CHARITIESPROVIDE EDUCATION TO AT-RISK YOUTH$2,500
THE GBMC FOUNDATION
6701 N CHARLES STREETTOWSONMD21204NONEPUBLIC CHARITIESSUPPORT GBMC MEDICAL CARE AND CAPTIAL CAMPAIGN$15,000
THE INDEPENDENT COLLEGE FUND OF MARYLAND
3225 ELLERSLIE AVE C160BALTIMOREMD21218NONEPUBLIC CHARITIESPROMOTE MARYLAND'S INDEPENDENT COLLEGES AND UNIVERSITIES$1,000
THE INSTITUTES
720 PROVIDENCE ROAD SUITE 100MALVERNPA19355NONEPUBLIC CHARITIESPROVIDE INSURANCE EDUCATION$500
BOYS HOPE GIRLS HOPE
3817 FLEETWOOD AVEBALTIMOREMD21206NONEPUBLIC CHARITIESEDUCATIONAL ASSISTANCE$2,500
RONALD MCDONALD HOUSE CHARITIES OF RICHMOND
2330 MONUMENT AVERICHMONDVA23220NONEPUBLIC CHARITIESPROVIDE SUPPORT FOR FAMILIES WITH SERIOUSLY ILL CHILDREN$1,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001NONEPUBLIC CHARITIESSUPPORT PEOPLE$1,000
HORIZON DAY CAMP
8 MARKET PL 331BALTIMOREMD21202NONEPUBLIC CHARITIESDAY CAMP FOR CHILDREN$2,500
THE LOYOLA SCHOOL
801 ST PAUL STBALTIMOREMD21202NONEPUBLIC CHARITIESEDUCATIONAL ASSISTANCE$2,500
B&O RAILROAD MUSEUM
901 W PRATT STBALTIMOREMD21223NONEPUBLIC CHARITIESSUPPORT PEOPLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$254,000TotalGrantOrContriPdDurYrAmt
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$145,371ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$59,944ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$85,427ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,427TotalIncomeProducingActyAmt

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSTATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIREDIdentifierTxt
Form And Line ReferenceFORM 990PF, PART VII-BFormAndLineReferenceDesc
Medium ExplanationQUESTION 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 (22 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARTISAN INTERNATIONAL VALUE ADVISOR - COUNSELMAN ACCT BALAT COST$34,918$40,858
BROWN ADVISORY INTERMEDIATE INCOME - COUNSELMAN ACCT BAL.AT COST$292,255$275,400
BROWN ADVISORY INTERMEDIATE INCOME - FUND ACCT BAL.AT COST$873,418$825,074
BROWN ADVISORY SM CP FUNDAMENTAL VAL - COUNSELMAN ACCT BAL.AT COST$47,002$63,189
BROWN ADVISORY SM CP FUNDAMENTAL VAL - FUND ACCT BAL.AT COST$155,777$217,822
BROWN ADVISORY SUSTAINABLE GROWTH - COUNSELMAN ACCT BAL.AT COST$67,770$130,338
BROWN ADVISORY SUSTAINABLE GROWTH - FUND ACCT BAL.AT COST$231,741$446,709
ISHARES CORE MSCI EMERGING MARKETS ETF - COUNSELMAN ACCT BAL.AT COST$58,912$58,011
ISHARES CORE MSCI EMERGING MARKETS ETF - FUND ACCT BAL.AT COST$201,418$195,843
ISHARES MSCI ACWI EX US ETF - COUNSELMAN ACCT BAL.AT COST$39,420$42,625
ISHARES MSCI ACWI EX US ETF - FUND ACCT BAL.AT COST$122,948$140,067
ISHARES S&P 500 ETF - COUNSELMAN ACCT BAL.AT COST$132,387$253,225
ISHARES S&P 500 ETF - FUND ACCT BAL.AT COST$471,448$899,032
BROWN ADVISORY GDMAN LRG CAP - COUNSELMAN ACCT BAL.AT COST$100,443$127,144
BROWN ADVISORY SM CAP GROWTH - COUNSELMAN ACCT BAL.AT COST$56,340$62,383
BROWN ADVISORY SM CAP GROWTH - FUND ACCT BAL.AT COST$191,208$217,291
BROWN ADVISORY GDMAN LRG CAP - FUND ACCT BAL.AT COST$346,574$439,065
ARTISAN INTERNATIONAL - FUND ACCT BAL.AT COST$106,319$126,570
LAZARD CL LIST INTRASTR - COUNSELMAN ACCT BAL.AT COST$23,669$21,646
LAZARD CL LIST INTRASTR - FUND ACCT BAL.AT COST$91,196$83,241
ISHARES CORE SP SMALL CAP - FUND ACCT BAL.AT COST$240,186$221,153
ISHARES CORE SP SMALL CAP - COUNSELMAN ACCT BAL.AT COST$67,972$62,661

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES$5,751$0$0$0
INVESTMENT MANAGEMENT FEES$18,208$18,208$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX PAYABLEDesc
BOY Book Value$4,734BOYBookValueAmt
EOY Book Value$854EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$2,486Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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