THE RCM&D FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE RCM&D FOUNDATION (EIN 52-2204935)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-14
- IRS object ID
- 202230459349100728
- Schema version
- 2020v4.2
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-14T15:00:14-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 NEW YORK AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522204935 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RCM&D FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RCM& | BusinessNameControlTxt |
| Phone | 4103397263 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FAIRMOUNT AVENUE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT R COUNSELMAN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4103397263 | PhoneNum |
| Signature | 2022-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALBERT | PersonFirstNm |
| Person Last | COUNSELMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID MOHEL | PreparerPersonNm |
| PTIN | P01379331 | PTIN |
| Phone | 2024141000 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,649,985 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $76,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $563,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,091 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $192,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,061 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,061 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $318,669 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,607 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,733,919 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,977,012 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,556,378 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,052,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,070,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,649,985 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,558 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,320 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,416 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,834 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,974 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,154 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,046,614 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,063,465 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,046,614 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,063,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,052,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,070,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,046,614 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,063,465 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,063,465 | 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 - PUBLICLY TRADED SECURITIES | PropertyDesc |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $563,490 | GrossSalesPriceAmt |
| Cost Or Other Basis | $548,399 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,091 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,091 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,091 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,280 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,280 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $1,309 | TaxDueAmt |
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 |
| 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BOB CAWLEY | IndividualWithBooksNm |
| Phone | 4103397263 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FAIRMOUNT AVENUE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT R COUNSELMAN | ||||||||
| 555 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | CHAIRMAN/PRES./DIR. | 0.00 | $0 | $0 | $0 |
| J KEVIN CARNELL | ||||||||
| 555 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MARGARET K COUNSELMAN | ||||||||
| 555 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,766,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $188,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,955,154 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,955,154 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,880,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,280 | TotalTaxAmt |
| Distributable Before Adj | $242,761 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $242,761 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $242,761 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $162,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,761 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,573 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,599 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,998 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,518 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $80,761 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $80,761 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,523 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,523 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,523 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RCMD INC - ATTN MR ALBERT R COUNSEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FAIRMOUNT AVE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103397263 | RecipientPhoneNum |
| Form And Info And Materials | ALL 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 Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF BALTIMORE | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITIES | SUPPORT THE CATHOLIC RELIGION | $15,000 |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | |||||||
| 808 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITIES | PROVIDE A QUALITY EDUCATION FOR LOW INCOME AFRICAN AMERICAN STUDENTS IN BALTIMORE | $1,000 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITIES | PROMOTE APPRECIATION AND PERFORMANCE OF CLASSICAL MUSIC | $10,000 |
| CATHEDRAL OF MARY OUR QUEEN | |||||||
| 5200 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITIES | SUPPORT THE CAPITAL CAMPAIGN AND MUSIC PROGRAM | $10,000 |
| DOWNTOWN SAILING CENTER | |||||||
| 1425 KEY HIGHWAY SUITE 110 | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITIES | PROVIDE QUALITY EDUCATION AND LIFE ENRICHING PROGRAMS TO PROMOTE SELF-ESTEEM AND TEAMWORK | $2,500 |
| ELIZABETH SETON HIGH SCHOOL | |||||||
| 5715 EMERSON STREET | BLADENSBURG | MD | 20710 | NONE | PUBLIC CHARITIES | EDUCATE AND EMPOWER YOUNG WOMEN | $1,000 |
| FRANCISCAN CENTER | |||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITIES | PROVIDE EMERGENCY ASSISTANCE AND SUPPORTIVE OUTREACH FOR THE ECONOMICALLY DISADVANTAGED | $10,000 |
| GILCHRIST HOSPICE | |||||||
| 11311 MCCORMICK ROAD | HUNT VALLEY | MD | 21031 | NONE | PUBLIC CHARITIES | SUPPORT HOSPICE AND VOLUNTEER SERVICES | $5,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITIES | EDUCATIONAL ASSISTANCE | $10,000 |
| LOYOLA BLAKEFIELD | |||||||
| 500 CHESNUT AVENUE | TOWSON | MD | 21204 | NONE | PUBLIC CHARITIES | SUPPORT THE CAPITAL CAMPAIGN | $12,500 |
| LOYOLA UNIVERSITY OF MARYLAND | |||||||
| 4501 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITIES | SUPPORT THE CAPITAL CAMPAIGN | $8,000 |
| MARY HILDA COUNSELMAN ENDOWMENT | |||||||
| 700 EAST PRATT STREET SUITE 1700 | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITIES | EDUCATIONAL ASSISTANCE | $5,000 |
| MARYLAND HISTORICAL SOCIETY | |||||||
| 201 W MONUMENT STREET | BALTIMORE | MD | 21298 | NONE | PUBLIC CHARITIES | HISTORICAL PRESERVATION | $1,000 |
| MOTHER SETON ACADEMY | |||||||
| 2215 GREENMOUNT AVE | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITIES | SUPPORT CAPITAL CAMPAIGN ANNUAL FUND TO SUPPORT AT-RISK YOUTH | $2,500 |
| MOUNT DE SALES ACADEMY CAPITAL CAMPAIGN | |||||||
| 700 ACADEMY ROAD | BALTIMORE | MD | 21228 | NONE | PUBLIC CHARITIES | FUNDS PROJECTS TO MAINTAIN THE HISTORIC CAMPUS | $2,500 |
| MOUNT ST JOSEPHS HIGH SCHOOL | |||||||
| 4403 FREDERICK ROAD | BALTIMORE | MD | 21229 | NONE | PUBLIC CHARITIES | EDUCATIONAL ASSISTANCE | $10,000 |
| NOTRE DAME OF MARYLAND UNIVERSITY | |||||||
| 4701 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITIES | EDUCATIONAL ASSISTANCE | $10,000 |
| OBLATE SISTERS OF PROVIDENCE | |||||||
| 701 GUN ROAD | BALTIMORE | MD | 21227 | NONE | PUBLIC CHARITIES | SUPPORT CATHOLIC MISSION AND EDUCATION MINISTRY | $1,000 |
| SETON HERITAGE MINISTRIES | |||||||
| 339 SOUTH SETON AVENUE | EMMITSBURG | MD | 21727 | NONE | PUBLIC CHARITIES | SUPPORT CATHOLIC HERITAGE AND MUSEUM | $2,500 |
| ST AGNES FOUNDATION | |||||||
| 900 CATON AVENUE | BALTIMORE | MD | 21229 | NONE | PUBLIC CHARITIES | PROMOTE QUALITY HEALTHCARE | $10,000 |
| ST LUKE INSTITUTE | |||||||
| 8901 NEW HAMPSHIRE AVE | SILVER SPRING | MD | 20903 | NONE | PUBLIC CHARITIES | HEALTHCARE FOR CLERGY | $2,500 |
| ST VINCENT DEPAUL SOCIETY | |||||||
| 2305 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITIES | HELP THE IMPOVERISHED REACH FULL POTENTIAL | $2,500 |
| STEVENSON UNIVERSITY CAPITAL CAMPAIGN | |||||||
| 1525 GREENSHPRING VALLEY ROAD | STEVENSON | MD | 21153 | NONE | PUBLIC CHARITIES | SUPPORT CAPITAL CAMPAIGN | $2,500 |
| THE COMMUNITY SCHOOL INC | |||||||
| 337 WEST 30TH STREET | BALTIMORE | MD | 21211 | NONE | PUBLIC CHARITIES | PROVIDE EDUCATION TO AT-RISK YOUTH | $1,000 |
| THE GBMC FOUNDATION | |||||||
| 6701 N CHARLES STREET | TOWSON | MD | 21204 | NONE | PUBLIC CHARITIES | SUPPORT GBMC MEDICAL CARE AND CAPTIAL CAMPAIGN | $15,000 |
| THE INDEPENDENT COLLEGE FUND OF MARYLAND | |||||||
| 3225 ELLERSLIE AVE C160 | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITIES | PROMOTE MARYLAND'S INDEPENDENT COLLEGES AND UNIVERSITIES | $1,000 |
| THE INSTITUTES | |||||||
| 720 PROVIDENCE ROAD SUITE 100 | MALVERN | PA | 19355 | NONE | PUBLIC CHARITIES | PROVIDE INSURANCE EDUCATION | $500 |
| THE LEAGUE FOR PEOPLE WITH DISABILITIES | |||||||
| 1111 E COLD SPRING LANE | BALTIMORE | MD | 21239 | NONE | PUBLIC CHARITIES | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES | $2,500 |
| SHELTERING ARMS FOUNDATION OF VIRGINIA | |||||||
| 6627 W BROAD ST | RICHMOND | VA | 23230 | NONE | PUBLIC CHARITIES | PROVIDE SUPPORT TO SHELTERING ARMS PHYSICAL REHABILITATION CENTERS OF CENTRAL VIRGINIA | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,091 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,061 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIGGS COUNSELMAN MICHAELS & DOWNES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FAIRMOUNT AVENUE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212865497 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIRED | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VII-B | FormAndLineReferenceDesc |
| Medium Explanation | QUESTION 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 (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN INTERNATIONAL VALUE ADVISOR - COUNSELMAN ACCT BAL | AT COST | $23,372 | $31,314 |
| ARTISAN INTERNATIONAL VALUE ADVISOR - FUND ACCT BAL. | AT COST | $0 | $81,657 |
| BROWN ADVISORY INTERMEDIATE INCOME - COUNSELMAN ACCT BAL. | AT COST | $245,058 | $251,056 |
| BROWN ADVISORY INTERMEDIATE INCOME - FUND ACCT BAL. | AT COST | $629,952 | $650,212 |
| BROWN ADVISORY SM CP FUNDAMENTAL VAL - COUNSELMAN ACCT BAL. | AT COST | $84,978 | $115,170 |
| BROWN ADVISORY SM CP FUNDAMENTAL VAL - FUND ACCT BAL. | AT COST | $303,771 | $412,497 |
| BROWN ADVISORY STRAT EUR EQ - COUNSELMAN ACCT BAL. | AT COST | $29,648 | $34,091 |
| BROWN ADVISORY STRAT EUR EQU - FUND ACCT BAL. | AT COST | $141,917 | $155,016 |
| BROWN ADVISORY SUSTAINABLE GROWTH - COUNSELMAN ACCT BAL. | AT COST | $75,514 | $142,937 |
| BROWN ADVISORY SUSTAINABLE GROWTH - FUND ACCT BAL. | AT COST | $275,300 | $514,358 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - COUNSELMAN ACCT BAL. | AT COST | $61,697 | $79,099 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - FUND ACCT BAL. | AT COST | $205,194 | $262,074 |
| ISHARES MSCI ACWI EX US ETF - COUNSELMAN ACCT BAL. | AT COST | $32,076 | $40,944 |
| ISHARES MSCI ACWI EX US ETF - FUND ACCT BAL. | AT COST | $114,575 | $150,090 |
| ISHARES S&P 500 ETF - COUNSELMAN ACCT BAL. | AT COST | $160,472 | $295,978 |
| ISHARES S&P 500 ETF - FUND ACCT BAL. | AT COST | $561,826 | $1,014,441 |
| ARTISAN HIGH INCOME ADVISOR - COUNSELMAN ACCT BAL. | AT COST | $14,100 | $14,411 |
| BROWN ADVISORY GDMAN LRG CAP - COUNSELMAN ACCT BAL. | AT COST | $112,208 | $146,042 |
| BROWN ADVISORY SM CAP GROWTH - COUNSELMAN ACCT BAL. | AT COST | $65,918 | $108,313 |
| BROWN ADVISORY SM CAP GROWTH - FUND ACCT BAL. | AT COST | $229,553 | $377,747 |
| BROWN ADVISORY GDMAN LRG CAP - FUND ACCT BAL. | AT COST | $374,594 | $486,873 |
| ARTISAN HIGH INCOME ADVISOR - FUND ACCT BAL. | AT COST | $36,015 | $37,232 |
| ISHARES MSCI ALL COUNTRY ASIA - COUNSELMAN ACCT BAL. | AT COST | $16,650 | $20,200 |
| ISHARES MSCI ALL COUNTRY ASIA - FUND ACCT BAL. | AT COST | $73,972 | $86,730 |
| VANGUARD SHORT TERM BOND - COUNSELMAN ACCT BAL. | AT COST | $12,777 | $12,659 |
| VANGUARD SHORT TERM BOND - FUND ACCT BAL. | AT COST | $35,564 | $35,237 |
| ARTISAN INTERNATIONAL - FUND ACCT BAL. | AT COST | $60,311 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $11,299 | $0 | $0 | $0 |
| FEDERAL EXCISE TAX | $1,911 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $2,416 | BOYBookValueAmt |
| EOY Book Value | $1,834 | EOYBookValueAmt |
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