BETA

FEATHER FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FEATHER FOUNDATION INC (EIN 01-0632648)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-20
IRS object ID
202231409349100108
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-20T12:03:21-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830564535PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRENCH SHEPLEY & STRONG LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111350 MCCORMICK RD EP III STE 300AddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21031ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010632648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FEATHER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFEATBusinessNameControlTxt
Phone4108250374PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 816AddressLine1Txt
CityBROOKLANDVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP210220816ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDITH H GARRETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108250374PhoneNum
Signature2022-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDITHPersonFirstNm
Person LastGARRETTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA STRONGPreparerPersonNm
PTINP01011712PTIN
Phone4433918580PhoneNum
Preparation2022-05-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,730,325FMVAssetsEOYAmt
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$22,065DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,065DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$279,825NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$402,738GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$279,825CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$301,890TotalRevAndExpnssAmt
Total Net Invst Incm$301,890TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$33,153OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,097OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,056OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,430TaxesRevAndExpnssAmt
Taxes Net Invst Incm$280TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$95DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$518OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$518OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,896TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,377TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,274TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$136,555ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$136,555ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$181,451TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,377TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$141,829TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$120,439ExcessRevenueOverExpensesAmt
Net Investment Income$271,513NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$313,356SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$356,303SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$356,303SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,814,173CorporateStockBOYAmt
Corporate Stock EOY$2,082,423CorporateStockEOYAmt
Corporate Stock EOYFMV$5,370,054CorporateStockEOYFMVAmt
Other Investments BOY$3,868OtherInvestmentsBOYAmt
Other Investments EOY$2,626OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,875OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,849LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,765LandBldgEquipAccumDeprecAmt
Land BOY$179LandBOYAmt
Land EOY$84LandEOYAmt
Land EOYFMV$84LandEOYFMVAmt
Other Assets BOY$125,828OtherAssetsBOYAmt
Other Assets EOY$1,009OtherAssetsEOYAmt
Other Assets EOYFMV$1,009OtherAssetsEOYFMVAmt
Total Assets BOY$2,257,404TotalAssetsBOYAmt
Total Assets EOY$2,442,445TotalAssetsEOYAmt
Total Assets EOYFMV$5,730,325TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,257,404RetainedEarningBOYAmt
Retained Earning EOY$2,442,445RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,257,404TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,442,445TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,257,404TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,442,445TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,257,404TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$120,439ExcessRevenueOverExpensesAmt
Other Increases$64,602OtherIncreasesAmt
Subtotal$2,442,445SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,442,445TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$402,560$122,913$279,647$279,647
CAPITAL GAINS DIVIDENDSP$178$178$178
FieldValueIRS element (for citing)
Capital Gain Net Income$279,825CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,774InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,774SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,774TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,840EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,840TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,066OverpaymentAmt
Applied To ES Tax$1,066AppliedToESTaxAmt
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4108250374PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 816AddressLine1Txt
CityBROOKLANDVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP210220816ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDITH H GARRETT
PO BOX 816BROOKLANDVILLEMD21022PRESIDENT/TREASURER2.00$0$0$0
JAMES R GARRETT
PO BOX 816BROOKLANDVILLEMD21022VICE PRESIDENT/SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$5,145,073AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$310,615AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,455,688TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,455,688AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,835CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,373,853NetVlNoncharitableAssetsAmt
Minimum Investment Return$268,693MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$268,693MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,774TaxBasedOnInvestmentIncomeAmt
Total Tax$3,774TotalTaxAmt
Distributable Before Adj$264,919DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$264,919DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$264,919DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$141,829ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$141,829QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$264,919DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$7,505ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$103,475ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$110,980TotalExcessDistributionCyovAmt
Qualifying Distributions$141,829QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$141,829AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$110,980ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$110,980ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$12,110UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350ORG
PO BOX 843004BOSTONMA02284PUBLICUNRESTRICTED$350
B&O RAILROAD
901 W PRATT STREETBALTIMOREMD21223PUBLICUNRESTRICTED$300
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRBALTIMOREMD21218PUBLICUNRESTRICTED$2,500
CALVERT SCHOOL
105 TUSCANY ROADBALTIMOREMD21210PUBLICCALVERT FUND AND INSTITUTE FOR LEADERSHIP & PURPOSE$21,327
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403PUBLICUNRESTRICTED$300
CHESAPEAKE BAY OUTWARD BOUND SCHOOL
1900 EAGLE DRBALTIMOREMD21207PUBLICUNRESTRICTED$3,500
CHURCH OF THE REDEEMER
5603 NORTH CHARLES STREETBALTIMOREMD21210PUBLICUNRESTRICTED$10,561
CYLBURN ABORETUM FRIENDS
4915 GREENSPRING AVEBALTIMOREMD21209PUBLICNATURE EDUCATION CENTER$49,730
EVERGREEN HOUSE FOUNDATION INC
4545 N CHARLES STBALTIMOREMD21210ENDOWMENTUNRESTRICTED$1,500
GILMAN SCHOOL
5407 ROLAND AVENUEBALTIMOREMD21210PUBLICUNRESTRICTED$2,000
HARVARD UNIVERSITY
13 APPIAN WAYCAMBRIDGEMA02138PUBLICUNRESTRICTED$300
INTERNATIONAL COLLEGE
215 PARK AVENUE SUITE 1710NEW YORKNY10003PUBLICTEACHING FELLOWS ENDOWED SCHOLARSHIP FUND$500
IRVINE NATURE CENTER
11201 GARRISON FOREST ROADOWINGS MILLSMD21117PUBLICUNRESTRICTED$1,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STBALTIMOREMD21218PUBLICEVERGREEN MUSEUM AND LIBRARY$1,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STBALTIMOREMD21218PUBLICFUND FOR JOHNS HOPKINS MEDICINE / MARFAN RESEARCH$5,000
LOAVES AND FISHES
648 GRIFFITH ROADCHARLOTTENC28217PUBLICUNRESTRICTED$250
MARYLAND CENTER FOR HISTORY AND CULTURE
610 PARK AVEBALTIMOREMD21201PUBLICUNRESTRICTED$500
MISS PORTER'S SCHOOL
60 MAIN STREETFARMINGTONCT06032PUBLICUNRESTRICTED$1,500
NORTH COUNTRY SCHOOL
4382 CASCADE ROADLAKE PLACIDNY12946PUBLICUNRESTRICTED$300
PARKS AND PEOPLE FOUNDATION
2100 LIBERTY HEIGHTS AVEBALTIMOREMD21217PUBLICUNRESTRICTED$20,137
PARKS AND PEOPLE FOUNDATION
2100 LIBERTY HEIGHTS AVEBALTIMOREMD21217PUBLICSALLY MICHEL ENDOWMENT FUND$5,000
PRINCETON UNIVERSITY
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PUBLICUNRESTRICTED$1,500
PRINCETON UNIVERSITY
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PUBLICPRINCETON UNIVERSITY OUTDOOR ACTION$500
PRINCETON UNIVERSITY
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PUBLICFRIENDS OF THE LIBRARY$300
QUEBEC-LABRADOE FOUNDATION
55 SOUTH MAIN STREETIPSWICHMA01938PUBLICUNRESTRICTED$500
THE MARFAN FOUNDATION INC
22 MANHASSET AVENUEPORT WASHINGTONNY11050PUBLICUNRESTRICTED$1,000
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREETBALTIMOREMD21201PUBLICUNRESTRICTED$2,500
WAMU
4000 BRANDYWINE STREET NWWASHINGTONDC20016PUBLICUNRESTRICTED$300
WBJC
6776 REISTERSTOWN ROADBALTIMOREMD21215PUBLICUNRESTRICTED$300
WHEATON COLLEGE
WHEATON COLLEGENORTONMA02766PUBLICUNRESTRICTED$1,500
WVIA
100 WVIA WAYPITTSTONPA18640PUBLICUNRESTRICTED$300
WYPR
2216 N CHARLES STBALTIMOREMD21218PUBLICUNRESTRICTED$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$136,555TotalGrantOrContriPdDurYrAmt
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$22,065ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$279,825ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$301,890ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$301,890TotalIncomeProducingActyAmt

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)
CategoryTAX PREPCategoryTxt
Amt$1,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,700DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER2012-02-29$1,280$640200DB5.000000000000$0$0
COMPUTER2017-12-05$1,569$1,390200DB5.000000000000$95$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF PART III - OTHER INCREASES TO CHANGES IN FUND BALANCEFormAndLineReferenceDesc
Medium ExplanationTHE FOUNDATION CONTRIBUTED STOCK TO THE CALVERT SCHOOL, CHURCH OF THE REDEEMER, CYLBURN ARBORETUM AND PARKS AND PEOPLE FOUNDATION. THE TOTAL FAIR MARKET VALUE OF THE STOCK GIFTS IS $105,307. BELOW IS A SUMMARY OF THE STOCK GIFTED AND COST BASIS.STOCK AND NUMBER OF SHARES COST BASISQUALYS INC 195 SHARES (CALVERT SCHOOL) $11,158QUALYS INC 97 SHARES (CHURCH OF THE REDEEMER) $ 5,550VISA 177 SHARES (CYLBURN ARBORETUM) $ 3,122VERISK 50 SHARES (CYLBURN ARBORETUM) $ 6,913QUALYS INC 244 SHARES (PARKS AND PEOPLE FOUNDATION) $13,962TOTAL COST BASIS $40,705DIFFERENCE BETWEEN FAIR MARKET VALUE AND COST BASIS OF $64,602 IS THE ADJUSTMENT TO FUND BALANCEMediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMANAGED ACCOUNT DF DENTStockNm
EOY Book Value$2,082,423EOYBookValueAmt
EOYFMV$5,370,054EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFNMA AND GNMACategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,626BookValueAmt
EOYFMV$2,875EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
COMPUTER$1,280$1,280$0
COMPUTER$1,569$1,485$84

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UNSETTLED TRADE RECEIVABLES$125,828$0$0
DIVIDENDS RECEIVABLE$0$1,009$1,009

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIES AND EXPENSESDesc
Revenue And Expenses Per Books$518RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$518DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST BASIS - STOCK GRANTS TO CHARITIES (SEE ATTACHED)Desc
Amt$64,602Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$30,097$30,097$0
BOOKKEEPING$3,056$0$3,056

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$280$280$0
EXCISE TAX$9,150$0$0

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