CAMPBELL FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CAMPBELL FOUNDATION INC (EIN 52-0794348)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202541339349102979
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T13:51:13-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260794367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS MID-ATLANTIC INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1705 YORK ROADAddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520794348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMPBELL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMPBusinessNameControlTxt
Phone4105601170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 CANDLELIGHT COURTAddressLine1Txt
CityTIMONIUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA T CAMPBELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4105601170PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMIE M KAHLERPreparerPersonNm
PTINP00739177PTIN
Phone4108281961PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,749,815FMVAssetsEOYAmt
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$109,798DividendsRevAndExpnssAmt
Dividends Net Invst Incm$109,798DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,620NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$606,021GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,620CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$129,418TotalRevAndExpnssAmt
Total Net Invst Incm$129,418TotalNetInvstIncmAmt
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
Accounting Fees Rev And Expnss$6,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,450AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,751TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$210OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$210OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,911TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,160TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$232,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$232,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$246,911TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,160TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$232,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$117,493ExcessRevenueOverExpensesAmt
Net Investment Income$118,258NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,386CashBOYAmt
Cash EOY$22,782CashEOYAmt
Cash EOYFMV$22,782CashEOYFMVAmt
Sav And Temp Cash Invst BOY$27,909SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,280SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,280SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$596,806USGovernmentObligationsBOYAmt
US Government Obligations EOY$405,059USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$405,059USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,773,361CorporateStockBOYAmt
Corporate Stock EOY$4,236,215CorporateStockEOYAmt
Corporate Stock EOYFMV$4,236,215CorporateStockEOYFMVAmt
Other Investments BOY$12,840OtherInvestmentsBOYAmt
Other Investments EOY$13,479OtherInvestmentsEOYAmt
Other Investments EOYFMV$13,479OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,435,302TotalAssetsBOYAmt
Total Assets EOY$4,749,815TotalAssetsEOYAmt
Total Assets EOYFMV$4,749,815TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,435,302NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,749,815NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,435,302TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,749,815TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,435,302TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,749,815TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,435,302TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$117,493ExcessRevenueOverExpensesAmt
Other Increases$432,006OtherIncreasesAmt
Subtotal$4,749,815SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,749,815TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
USTN 2% 5/31/24P2017-06-262024-05-31$225,000$225,281-$281-$281
USTN 11/29/24P2024-06-032024-11-29$231,000$225,083$5,917$5,917
FED HOME 3.125% 5/17/24P2022-05-202024-05-17$75,000$75,000$0$0
FED NATL MTG 7% 2-1-24P1994-02-012024-02-26$2-$2-$2
VANGUARD TOTAL STOCKP2022-07-292024-03-01$75,021$61,035$13,986$13,986
FieldValueIRS element (for citing)
Capital Gain Net Income$19,620CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,644InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,644SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,644TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,356OverpaymentAmt
Applied To ES Tax$1,356AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksAMIE M KAHLERIndividualWithBooksNm
Phone4108281961PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1705 YORK ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL C HAISLIP
1929 BLUE MOUNT RDMONKTONMD21111TREASURER/ DIRECTOR0.50$0$0$0
RICHARD HOOK
153 FRIAR TUCK HILLSHERWOOD FORESTMD21405DIRECTOR0.50$0$0$0
VIRGINIA CAMPBELL
8 CANDLELIGHT COURTTIMONIUMMD21093PRESIDENT/ DIRECTOR0.50$0$0$0
MARCIE MCHALE
1128 22ND AVE EASTSEATTLEWA98112DIRECTOR0.50$0$0$0
J TYLER CAMPBELL
PO BOX 373CHESTERTOWNMD21620DIRECTOR0.50$0$0$0
SARAH JANNEY
40 SPARKS FARM ROADSPARKSMD21152DIRECTOR0.50$0$0$0
LIND COLTHARP
1003 BATTS NECK RDSTEVENSVILLEMD21666DIRECTOR0.50$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$4,634,006AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$101,952AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,735,958TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,735,958AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,039CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,664,919NetVlNoncharitableAssetsAmt
Minimum Investment Return$233,246MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$233,246MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,644TaxBasedOnInvestmentIncomeAmt
Total Tax$1,644TotalTaxAmt
Distributable Before Adj$231,602DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$231,602DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$231,602DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$232,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$232,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$231,602DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$5,886ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$5,886TotalExcessDistributionCyovAmt
Qualifying Distributions$232,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$231,602AppliedToCurrentYearAmt
Remaining Distri From Corpus$398RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,284TotalCorpusAmt
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$6,284ExcessDistriCyovToNextYrAmt
Excess From Year2$5,886ExcessFromYear2Amt
Excess From Current Year$398ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonVIRGINIA T CAMPBELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1705 YORK ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4105601170RecipientPhoneNum
Form And Info And MaterialsIN WRITING, STATED AS BRIEFLY AS POSSIBLE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsADDRESSED BY FOUNDATION BOARD.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KENT SCHOOL
6788 WILKINS LNCEHSTERSTOWNMD21620STUDENT FINANCIAL AID$500
ST MARY'S SCHOOL
109 DUKE OF GLOUCESTER STANNAPOLISMD21401STUDENT FINANCIAL AID$500
THE ODYSSEY SCHOOL
3257 BRIDLE RIDGE LNTIMONIUMMD21093STUDENT FINANCIAL AID$500
DEMATHA HIGH SCHOOL
4313 MADISON STHYATTSVILLEMD20781STUDENT FINANCIAL AID$1,000
NATIONAL AQUARIUM OF BALTIMORE
501 E PRATT STBALTIMOREMD21202UNRESTRICTED$2,000
THE FAMILY TREE
2108 N CHARLES STBALTIMOREMD21218UNRESTRICTED$2,000
THE ENOUGH INITIATIVE
5686 CARY DRYPSILANTIMI48197UNRESTRICTED$2,000
ST VINCENT DE PAUL OF BALTIMORE
2305 N CHARLES STBALTIMOREMD21201UNRESTRICTED$2,000
SWANNANOA VALLEY CHRISTIAN MINISTRIES
101 N RIDGEWAY AVEBLACK MOUNTAINNC28711UNRESTRICTED$2,000
TALMAR
1994 CROMWELL BRIDGE RSBALTIMOREMD21234UNRESTRICTED$2,000
Y OF CENTRAL MARYLAND - ORAKAWA FAMILY CT
303 W CHESAPEAKE AVETOWSONMD21204UNRESTRICTED$2,000
MOUNT WASHINGTON PEDIATRIC HOSPITAL INC
1708 W ROGERS AVEBALTIMOREMD21209UNRESTRICTED$2,000
SAMUEL READY SCHOLARSHIPS
PO BOX 202RIDERWOODMD21139UNRESTRICTED$2,000
SPECIAL OLYMPICS MARYLAND
3701 COMMERCE DR 103BALTIMOREMD21227UNRESTRICTED$2,000
OREGON RIDGE NATURE CENTER COUNCIL
13555 BEAVER DAM RDCOCKEYSVILLEMD21030UNRESTRICTED$2,000
PARKS & PEOPLE FOUNDATION
800 WYMAN PARK DR SUITE 100BALTIMOREMD21207UNRESTRICTED$2,000
PLANNED PARENTHOOD OF MARYLAND
330 N HOWARD STBALTIMOREMD21201UNRESTRICTED$2,000
THE STEWARD SCHOOL
11600 GAYTON RDRICHMONDVA232383423UNRESTRICTED$2,000
PORT DISCOVERY CHILDREN'S MUSEUM
35 MARKET PLBALTIMOREMD21202UNRESTRICTED$2,000
SHEPPARD & ENOCH PRATT HEALTH SYSTEM
6501 N CHARLES STBALTIMOREMD21204UNRESTRICTED$2,000
THE HEARING AND SPEECH AGENCY
5900 METRO DRBALTIMOREMD21215UNRESTRICTED$2,000
THE LYRIC FOUNDATION
110 WEST MOUNT ROYAL AVEBALTIMOREMD21201UNRESTRICTED$2,000
PS 230 PTA
1 ALBEMARLE RDBROOKLYNNY11218UNRESTRICTED$2,000
THE MARYLAND SCHOOL FOR THE BLIND
3501 TAYLOR AVEBALTIMOREMD21236UNRESTRICTED$2,000
WALTERS ART MUSEUM
600 N CHARLES STBALTIMOREMD21201UNRESTRICTED$2,000
MIDDLE GRADES PARTNERSHIP
1500 UNION AVE 1320BALTIMOREMD21211UNRESTRICTED$2,000
MANNA FOOD BANK
627 SWANNANOA RIVER RDASHEVILLENC28805UNRESTRICTED$2,000
MARYLAND SPCA
3300 FALLS RDBALTIMOREMD21211UNRESTRICTED$2,000
CIRCLE PROGRAM
85 MAIN STPLYMOUTHNH03264UNRESTRICTED$2,000
MEALS ON WHEELS
515 S HAVEN STBALTIMOREMD21224UNRESTRICTED$2,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403UNRESTRICTED$2,000
CHADD OF GREATER BALTIMORE
9800 COASTAL HWY UNIT 1001OCEAN CITYMD21842UNRESTRICTED$2,000
CENTER STAGE
100 N CALVERT STBALTIMOREMD21202UNRESTRICTED$2,000
CENTER FOR HOPE
5400 PREAKNESS WAYBALTIMOREMD21215UNRESTRICTED$2,000
CATCH A LIFT FUND
2066 YORK ROAD SUITE 205ATIMONIUMMD21093UNRESTRICTED$2,000
CAROLINE CENTER
12061 SCHOOL STRIDGELYMD21660UNRESTRICTED$2,000
CAMP OPPORTUNITY
PO BOX 46BALDWINMD21013UNRESTRICTED$2,000
BROWN MEMORIAL TUTORING PROGRAM
1316 PARK AVEBALTIMOREMD21217UNRESTRICTED$2,000
BROTHER WOLF ANIMAL RESCUE
PO BOX 8195ASHEVILLENC28814UNRESTRICTED$2,000
BOYS HOPE GIRLS HOPE
8005 HARFORD RD SUITE 101BALTIMOREMD21234UNRESTRICTED$2,000
BLUE WATER BALTIMORE
2631 SISSON STBALTIMOREMD21211UNRESTRICTED$2,000
BLACK MOUNTAIN HOME FOR CHILDREN
80 LAKE EDEN ROADBLACK MOUNTAINNC28711UNRESTRICTED$2,000
BIG BROTHERS BIG SISTERS
3600 CLIPPER MILL RD SUITE 250BALTIMOREMD21211UNRESTRICTED$2,000
BE MORE CARING INC
116 ROESLER RDGLEN BURNIEMD21060UNRESTRICTED$2,000
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STBALTIMOREMD21201UNRESTRICTED$2,000
BALTIMORE MUSEUM OF INDUSTRY
1415 KEY HIGHWAYBALTIMOREMD21230UNRESTRICTED$2,000
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRBALTIMOREMD21218UNRESTRICTED$2,000
BALTIMORE HUMANE SOCIETY
1601 NICODEMUS RDREISTERSTOWNMD21136UNRESTRICTED$2,000
BALTIMORE CHORAL ARTS SOCIETY
1316 PARK AVEBALTIMOREMD21217UNRESTRICTED$2,000
BALTIMORE ABORTION FUND
822 GUILFORD AVE SUITE 1864BALTIMOREMD21202UNRESTRICTED$2,000
B&O RAILROAD MUSEUM
901 W PRATT STBALTIMOREMD21223UNRESTRICTED$2,000
AUDUBON MARYLAND - DC
2901 E BALTIMORE STBALTIMOREMD21224UNRESTRICTED$2,000
ARTS FOR LEARNING MARYLAND
2600 N HOWARD ST STE 130BALTIMOREMD21218UNRESTRICTED$2,000
CITY RANCH INC
7613 DOGWOOD ROADWINDSOR MILLMD21244UNRESTRICTED$2,000
COLLINGTON SQUARE NON-PROFIT CORPORATION
1211 N CHESTER STBALTIMOREMD21213UNRESTRICTED$2,000
CHESAPEAKE SHAKESPEARE COMPANY
7 S CALVERT STBALTIMOREMD21202UNRESTRICTED$2,000
CREATIVE ALLIANCE AT THE PATTERSON
3134 EASTERN AVEBALTIMOREMD21224UNRESTRICTED$2,000
MARYLAND SCIENCE CENTER
3601 LIGHT STBALTIMOREMD21230UNRESTRICTED$2,000
MARYLAND COALITION OF FAMILIES
8950 MD-108COLUMBIAMD21045UNRESTRICTED$2,000
MARYLAND CENTER FOR HISTORY AND CULTURE
610 PARK AVENUEBALTIMOREMD21201UNRESTRICTED$2,000
JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND
1725 TWIN SPRINGS RDBALTIMOREMD21227UNRESTRICTED$2,000
IMAGINE ME
25 E CHESTNUT HILL LANEREISTERSTOWNMD21136UNRESTRICTED$2,000
HORIZONS OF KENT COUNTY
201 TALBOT BLVDCHESTERTOWNMD21620UNRESTRICTED$2,000
HEROES HELPING HEROES
4990 MERCANTILE RDNOTTINGHAMMD21236UNRESTRICTED$2,000
HAVEN MINISTRIES
PO BOX 44CHESTERMD21619UNRESTRICTED$2,000
SADDLE UP SCHOLARS
419B CALVARY RDCHURCHVILLEMD21028UNRESTRICTED$2,000
GILMAN SCHOOL
5407 ROLAND AVEBALTIMOREMD21210UNRESTRICTED$2,000
EVERYMAN THEATRE
1727 N CHARLES STBALTIMOREMD21201UNRESTRICTED$2,000
ENTERPRISE COMMUNITY PARTNERS
11000 BROKEN LAND PKWYCOLUMBIAMD21044UNRESTRICTED$2,000
DYSLEXIA TUTORING PROGRAM
711 W 40TH ST SUITE 310BALTIMOREMD21211UNRESTRICTED$2,000
ECHO HILL OUTDOOR SCHOOL
13655 BLOOMINGNECK RDWORTONMD21678UNRESTRICTED$2,000
GUIDE DOGS FOR THE BLIND
PO BOX 151200SAN RAFAELCA94915UNRESTRICTED$2,000
ENOCH PRATT FREE LIBRARY
400 CATHEDRAL STBALTIMOREMD21201UNRESTRICTED$2,500
ARC OF BALTIMORE
7215 YORK RDBALTIMOREMD21212UNRESTRICTED$2,500
COLLEGE BOUND FOUNDATION
300 WATER ST SUITE 300BALTIMOREMD21202UNRESTRICTED$2,500
ASSISTANCE CENTER OF TOWSON CHURCHES
120 W PENNSYLVANIA AVETOWSONMD21204UNRESTRICTED$2,500
MARYLAND SCHOOL FOR THE BLIND
3501 TAYLOR AVEBALTIMOREMD21236UNRESTRICTED$2,500
MARYLAND FOOD BANK
2200 HALETHORPE FARMSBALTIMOREMD21227UNRESTRICTED$2,500
LIVING CLASSROOMS FOUNDATION
802 S CAROLINE STBALTIMOREMD21231UNRESTRICTED$2,500
THE MARYLAND ZOO IN BALTIMORE
1876 MANSION HOUSE DRBALTIMOREMD21217UNRESTRICTED$2,500
IRVINE NATURE CENTER
11201 GARRISON FOREST RDOWINGS MILLSMD21117UNRESTRICTED$2,500
INDEPENDENT COLLEGE FUND OF MARYLAND
3225 ELLERSLIE AVE SUITE C160BALTIMOREMD21218UNRESTRICTED$2,500
COMMUNITY ASSISTANCE NETWORK
7900 E BALTIMORE STBALTIMOREMD21224UNRESTRICTED$2,500
HEALTH CARE FOR HOMELESS
421 THE FALLWAYBALTIMOREMD21202UNRESTRICTED$2,500
PROSPECT HILL CEMETERY OF TOWSON INC
9720 YORK RDCOCKEYSVILLEMD21030UNRESTRICTED$2,500
JUBILEE BALTIMORE
25 EAST 20TH STBALTIMOREMD21218UNRESTRICTED$2,500
WEATHERVANE THEATRE
PO BOX 127WHITEFIELDNH03598UNRESTRICTED$3,000
SEMPER FI & AMERICA'S FUND
825 COLLEGE BLVD SUITE 102OCEANSIDECA92057UNRESTRICTED$3,000
BALTIMORE EDUCATION SCHOLARSHIP TRUST
808 N CHARLES ST SUITE 200CBALTIMOREMD21201UNRESTRICTED$4,000
ONE LOVE FOUNDATION
PO BOX 69589BALTIMOREMD21264UNRESTRICTED$5,000
THE MARYLAND SCHOOL FOR THE BLIND
3501 TAYLOR AVEBALTIMOREMD21236OPERATING GRANT$5,500
CASA OF BALTIMORE COUNTY
305 W CHESAPEAKE AVE SUITE 206TOWSONMD21204UNRESTRICTED$2,000
WALDORF SCHOOL OF BALTIMORE
4801 TAMARINA ROADBALTIMOREMD21211OPERATING GRANT$15,000
PENNSYLVANIA AVENUE BLACK ARTS & ENTERTAINMENT DISTRICT INC
12 W MADISON STBALTIMOREMD21201CAPITAL$15,000
CASA FOR CHILDREN
1401 NE 68TH AVEPORTLANDOR97213UNRESTRICTED$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$232,000TotalGrantOrContriPdDurYrAmt
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$109,798ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,620ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$129,418ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,418TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$6,450Amt
Net Investment Income$6,450NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCHWAB US REIT$124,254$124,254
4414 SHS COPT$136,613$136,613
218 FRT$24,405$24,405
VANGUARD S&P MID CAP 400$423,688$423,688
VANGUARD TOTAL STOCK$401,387$401,387
VANGUARD S&P SMALL CAP 600$437,309$437,309
VANGUARD DIV APPREC ETF$468,230$468,230
VANGUARD HIGH DIVIDEND$473,997$473,997
ISHS CORE US$577,524$577,524
VANGUARD S&P 500$788,279$788,279
ISHS IBOND$279,490$279,490
ISHS IBONDS DEC 2027$101,039$101,039

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$405,059USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$405,059USGovtObligationsEOYFMVAmt
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 ItemSCHWAB GOVT MONEYCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$13,479BookValueAmt
EOYFMV$13,479EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$210RevenueAndExpensesPerBooksAmt
Net Investment Income$210NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN/LOSS ON SECURITIESDesc
Amt$432,006Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$4,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$3,751Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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