FOUNDATION FOR THE GREATEST GOOD: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR THE GREATEST GOOD (EIN 52-1907725)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-26
- IRS object ID
- 202332999349100913
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-26T12:26:08-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 530197749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALTY INVESTMENT COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8171 MAPLE LAWN BLVD STE 375 | AddressLine1Txt |
| City | FULTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521907725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for the Greatest Good | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2402951612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8171 Maple Lawn Boulevard | AddressLine1Txt |
| City | Fulton | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20759 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christine A Shreve | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2402951612 | PhoneNum |
| Signature | 2023-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Christine | PersonFirstNm |
| Person Last | Shreve | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Mary C Acker | PreparerPersonNm |
| PTIN | P01075409 | PTIN |
| Phone | 2402951612 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,961,832 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,239 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $181,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,477 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$335,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,976,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$943 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$149,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,716 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $26,996 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,869 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,127 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,023 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,023 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,799 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,473 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $326 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,476 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,424,618 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,424,618 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,483,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,451,094 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,632,447 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,374 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $180,976 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,471 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,471 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $965,092 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $965,092 | USGovtObligationsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $11,370,888 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,885,269 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,885,269 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,551,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,961,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,961,832 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,551,864 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,961,832 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,551,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,961,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,551,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,961,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,551,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,632,447 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,208 | OtherIncreasesAmt |
| Subtotal | $3,963,625 | SubtotalAmt |
| Other Decreases | $1,793 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,961,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| See Attached - Morgan Stanley | P | 2021-10-29 | 2022-10-03 | $3,097,159 | $0 | $3,098,077 | -$918 | $0 | $0 | $0 | -$918 |
| See Attached - Morgan Stanley | P | 2020-01-02 | 2022-03-10 | $9,874,821 | $0 | $10,216,053 | -$341,232 | $0 | $0 | $0 | -$341,232 |
| See Attached - Morgan Stanley Box 2a | P | 2020-01-02 | 2022-03-10 | $4,196 | $0 | $0 | $4,196 | $0 | $0 | $0 | $4,196 |
| See Attached - Morgan Stanley Wash Sale | P | 2020-01-02 | 2022-03-10 | $1,793 | $0 | $0 | $1,793 | $0 | $0 | $0 | $1,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$336,161 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$918 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,160 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,160 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,160 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,698 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,698 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$21,698 | OriginalReturnOverpaymentAmt |
| Overpayment | $19,538 | OverpaymentAmt |
| Applied To ES Tax | $19,538 | 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 |
| Individual With Books | Realty Investment Company Inc | IndividualWithBooksNm |
| Phone | 2402951612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8171 Maple Lawn Blvd Ste 375 | AddressLine1Txt |
| City | Fulton | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20759 | 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 | Yes (true) | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Stewart Bainum Jr | ||||||||
| 8171 Maple Lawn BlvdSte 375 | Fulton | MD | 20759 | Trustee | 0.50 | $0 | $0 | $0 |
| Christine A Shreve | ||||||||
| 8171 Maple Lawn BlvdSte 375 | Fulton | MD | 20759 | Trustee | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,657,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $235,815 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,967,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,967,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,803,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $540,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $540,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,160 | TotalTaxAmt |
| Distributable Before Adj | $537,994 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $537,994 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $537,994 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,451,094 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,451,094 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $537,994 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,293,047 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,398,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,407,311 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,464 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,275,819 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,394,641 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,451,094 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $537,994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,913,100 | RemainingDistriFromCorpusAmt |
| Total Corpus | $25,307,741 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,293,047 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,014,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,398,000 | ExcessFromYear4Amt |
| Excess From Year3 | $1,407,311 | ExcessFromYear3Amt |
| Excess From Year2 | $20,464 | ExcessFromYear2Amt |
| Excess From Year1 | $12,275,819 | ExcessFromYear1Amt |
| Excess From Current Year | $6,913,100 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Realty Inv Co contributed 2Stewart | ContributingManagerNm |
| Contributing Manager | Christine Shreve Trustee is Preside | ContributingManagerNm |
| Contributing Manager | Stewart Bainum JrTrustee contribute | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached Sch 3 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11060 Anderson Street | AddressLine1Txt |
| City | Loma Linda | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92350 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501c3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attached | GrantOrContributionPurposeTxt |
| Amt | $7,424,618 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,424,618 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,239 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,477 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$335,784 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tertium Fund | Desc |
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$943 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$943 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$148,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$149,011 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fund for the Common Good | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501c4 | OrganizationTypeDesc |
| Relationship Description | Common Directors, Trustees, Officers. | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Realty Investment Co, Inc. Accounting Services | $16,996 | $1,869 | $15,127 |
| The Soundbite Group Consulting | $10,000 | $10,000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $12,976,176 | GrossSalesPriceAmt |
| Basis | $13,311,960 | BasisAmt |
| Total Net | -$335,784 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Morgan Stanley Mutual Funds | $2,563,181 | $2,563,181 |
| Tertium Fund I, LLC | $322,088 | $322,088 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Wash Sale | Desc |
| Amt | $1,793 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $30,473 | $30,473 | |
| Dues & Subscriptions | $326 | $326 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other K1 Income(loss) | Desc |
| Revenue And Expenses Per Books | -$943 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Unrealized gain on investment | Desc |
| Amt | $44,208 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax Paid | CategoryTxt |
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