THE HELENA FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE HELENA FOUNDATION INC (EIN 52-1522573)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349102914
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T10:06:04-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521522573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELENA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 4103565900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1209 RIVER CRESCENT DR | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES A EARL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4103565900 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | EARL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A LIBERMAN CPA | PreparerPersonNm |
| PTIN | P00087382 | PTIN |
| Phone | 4103565900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,167,614 | 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 |
| Dividends Rev And Expnss | $638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,905 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,905 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $50,543 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,543 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,791,192 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,791,192 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,794,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,791,192 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,743,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,413 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,363 | CashBOYAmt |
| Cash EOY | $190,231 | CashEOYAmt |
| Cash EOYFMV | $190,231 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $407,025 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,570 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,326,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,280,592 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,939,813 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,767,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,508,393 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,167,614 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,767,487 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,508,393 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,767,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,508,393 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,767,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,508,393 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,767,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,743,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,484,685 | OtherIncreasesAmt |
| Subtotal | $2,508,393 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,508,393 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $49,905 | GrossSalesPriceAmt |
| Gain Or Loss | $49,905 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $49,905 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,905 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $659 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $659 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,629 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,629 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,970 | OverpaymentAmt |
| Applied To ES Tax | $1,970 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH LIBERMAN CPA | IndividualWithBooksNm |
| Phone | 4103565900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD STE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 211175590 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES A EARL | ||||||||
| 1209 RIVER CRESCENT DRIVE | ANNAPOLIS | MD | 21401 | PRES,TRES,DIR | 0.50 | $0 | $0 | $0 |
| SYLVIA EARL | ||||||||
| 1209 RIVER CRESCENT DRIVE | ANNAPOLIS | MD | 21401 | VP,SEC,DIR | 0.50 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $66,673,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,897,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,897,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,003,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,894,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,294,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,294,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $659 | TotalTaxAmt |
| Distributable Before Adj | $3,294,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,294,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,294,058 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,791,192 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,791,192 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,294,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,892,509 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,791,192 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,791,192 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $101,317 | Taxable2Amt |
| Undistributed Income CY | $3,294,058 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNAPOLIS GREEN | |||||||
| PO BOX 3423 | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | OPERATING | $2,500 |
| ANNAPOLIS OPERA | |||||||
| 801 CHASE ST SUITE 304 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $62,973 |
| ANNAPOLIS SYMPHONY ORCHESTRA | |||||||
| 801 CHASE ST SUITE 301 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $35,000 |
| ANNE ARUNDEL LIBRARY FOUNDATION | |||||||
| 5 HARRY S TRUMAN PARKWAY | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $15,000 |
| ANNE ARUNDEL MEDICAL CENTER | |||||||
| 2001 MEDICAL PARKWAY SUITE 240 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | CAPITAL | $507,192 |
| ARTS COUNCIL OF ANNE ARUNDEL CNTY | |||||||
| 2666 RIVA ROAD SUITE 150 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $20,000 |
| CHESAPEAKE ARTS CENTER | |||||||
| 194 HAMMONDS LANE | BROOKLYN PARK | MD | 21225 | NONE | PUBLIC CHARITY | OPERATING | $20,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | OPERATING | $205,579 |
| CHESAPEAKE CONSERVACY | |||||||
| 714 GIDDINGS AVENUE | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $203,895 |
| COMMUNITY FOUNDATION OF AA COUNTY | |||||||
| 900 BESTGATE ROAD SUITE 400 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $5,500 |
| CREATING COMMUNITIES | |||||||
| 116 SUNSET DR | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| ENOCH PRATT FREE LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | OPERATING | $204,078 |
| EXPLORATION SCHOOL INC | |||||||
| 932 WASHINGTON STREET | NORWOOD | MA | 02062 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| FOREVER MARYLAND | |||||||
| 2331 ROCK SPRING ROAD | FOREST HILL | MD | 21050 | NONE | PUBLIC CHARITY | OPERATING | $43,658 |
| FOUNDRY GALLERY | |||||||
| 2118 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | OPERATING | $25,000 |
| HAMMOND-HARWOOD HOUSE | |||||||
| 19 MARYLAND AVE | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $25,000 |
| HISTORIC ANNAPOLIS | |||||||
| 42 EAST STREET | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $318,014 |
| LAND TRUST ALLIANCE | |||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CONSRVATION DEFENSE CLEARINGHOUSE | $8,000 |
| MARYLAND FEDERATION OF ART | |||||||
| 18 STAIR CIR | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $15,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| DEPT OF PHYSICS ROOM 4-304 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | CAPITAL | $251,425 |
| SCENIC RIVERS LAND TRUST | |||||||
| PO BOX 2008 | ANNAPOLIS | MD | 21404 | NONE | PUBLIC CHARITY | OPERATING | $144,956 |
| SEVERN RIVER ASSOCIATION | |||||||
| PO BOX 146 | ANNAPOLIS | MD | 21404 | NONE | PUBLIC CHARITY | OPERATING | $25,000 |
| SEVERN RIVERKEEPER PROGRAM | |||||||
| PO BOX 6593 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $5,000 |
| TALENT MACHINE | |||||||
| 703 HARTFORD ROAD | DAVIDSONVILLE | MD | 21035 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| THE EARL FAMILY CHARITABLE FUND | |||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | NONE | PUBLIC CHARITY | OPERATING | $100,757 |
| UNIV OF MD AT BALTIMORE | |||||||
| 220 N ARCH ST - 14TH FL | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | OPERATING, CAPITAL & ENDOWMENT | $84,167 |
| UNIVERSITY OF NEBRASKA | |||||||
| 2285 SOUTH 67TH STREET SUITE 200 | OMAHA | NE | 68106 | NONE | PUBLIC CHARITY | OPERATING & ENDOWMENT | $42,751 |
| WATERSHED STEWARDS ACADEMY | |||||||
| 975 INDIAN LANDING ROAD | MILLERSVILLE | MD | 21108 | NONE | PUBLIC CHARITY | OPERATING | $124,536 |
| WHEELOCK COLLEGE | |||||||
| 200 THE RIVERWAY | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | OPERATING & ENDOWMENT | $261,211 |
| WORLD ARTISTS EXPERIENCES | |||||||
| PO BOX 9753 | ARNOLD | MD | 21012 | NONE | PUBLIC CHARITY | OPERATING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,791,192 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $638 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,905 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,543 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,543 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,070 | Amt |
| Net Investment Income | $3,070 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE | IdentifierTxt |
| Form And Line Reference | ATTACHMENT TO FORM 990-PF, PART I, LINE 25, COLUMN (A) | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION:1. DATE OF DISTRIBUTION: DECEMBER 15, 20222. DESCRIPTION OF PROPERTY: 6,053 SHARES OF BERKSHIRE HATHAWAY CLASS B3. BOOK VALUE OF PROPERTY: $36,469 4. METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE ON APRIL 15, 1992 - THE DATE THE PROPERTY WAS DONATED TO THE FOUNDATION.5. FAIR MARKET VALUE: $2,530,1926. METHOD FOR DETERMINING FAIR MARKET VALUE: HISTORICAL VALUE FROM NEW YORK STOCK EXCHANGE ON DATE OF DONATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY CL B | $38,771 | $1,987,772 |
| BERKSHIRE HATHAWAY INC CL A | $1,211,025 | $62,338,558 |
| SEQUOIA FUND | $1,030,796 | $1,613,483 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAIR MARKET VALUE OF SECURITIES DONATED IN EXCESS OF BOOK VALUE | Desc |
| Amt | $2,484,685 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $60 | Amt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |