CONTINO FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CONTINO FAMILY FOUNDATION (EIN 86-1116070)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349101040
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T08:29:56-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMares LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E Pratt Street Suite 525 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861116070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Contino Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONT | BusinessNameControlTxt |
| Phone | 4107719596 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co PBMares 500 E Pratt St 525 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francis A Contino | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4107719596 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Francis | PersonFirstNm |
| Person Last | Contino | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracey A Powell CPA | PreparerPersonNm |
| PTIN | P01515551 | PTIN |
| Phone | 4106596200 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $2,338,791 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $146,474 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $259,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,783 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $329,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,978 | 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 | $5,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,767 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,205 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $269,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $121,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,820 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $665 | AcctRcvblAmt |
| Acct Rcvbl BOY | $741 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $665 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $665 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $222,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $222,170 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,288,291 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $627,047 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $648,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $960,015 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $971,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $961,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,338,791 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $782,301 | CapitalStockBOYAmt |
| Capital Stock EOY | $718,724 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $189,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $242,764 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $971,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $961,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $971,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $961,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $971,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,025,065 | SubtotalAmt |
| Other Decreases | $63,577 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $961,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | D | $60 | $35 | $25 | $25 |
| Publicly Traded Securities | D | $22,871 | $13,378 | $9,493 | $9,493 |
| publicly Traded Securities | D | $3,769 | $1,894 | $1,875 | $1,875 |
| publicly Traded Securities | P | $199,136 | $91,711 | $107,425 | $107,425 |
| Capital Gains Dividends | P | $33,965 | $33,965 | $33,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,783 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,471 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,471 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,330 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,330 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $59 | EsPenaltyAmt |
| Overpayment | $2,800 | OverpaymentAmt |
| Applied To ES Tax | $2,800 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DLA Piper US LLLP | IndividualWithBooksNm |
| Phone | 4105804172 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093600 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francis A Contino | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 Daniels Parkway 29-208 | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,137,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $665 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,196,145 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,196,145 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,163,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,471 | TotalTaxAmt |
| Distributable Before Adj | $105,689 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $105,689 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $105,689 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $269,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $269,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $127,026 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $101,784 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,612 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $200,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $158,067 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $702,744 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $269,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,689 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,511 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $866,255 | 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 | $127,026 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $739,229 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $101,784 | ExcessFromYear4Amt |
| Excess From Year3 | $115,612 | ExcessFromYear3Amt |
| Excess From Year2 | $200,255 | ExcessFromYear2Amt |
| Excess From Year1 | $158,067 | ExcessFromYear1Amt |
| Excess From Current Year | $163,511 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Francis A Contino | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Archbishops Annual Appeal | ||||||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | N/A | PC | General Support | $20,000 | |||
| Calvert Hall College HS | ||||||||||
| 8102 Lasalle Road | Towson | MD | 21286 | N/A | PC | General Support | $40,000 | |||
| Catholic Community of St Francis Xavier | ||||||||||
| 13717 Cuba Road PO Box 407 | Hunt Valley | MD | 21030 | N/A | PC | General Support | $20,000 | |||
| Howard Hospital Foundation | ||||||||||
| 10760 Hickory Ridge Road Suite 206 | Columbia | MD | 21044 | N/A | PC | General Support | $2,500 | |||
| Living Classrooms | ||||||||||
| 1417 Thames Street | Baltimore | MD | 21231 | N/A | PC | General Support | $1,000 | |||
| Morgan Family Foundation | ||||||||||
| 11535 Pebblecreek Dr | Lutherville | MD | 21093 | N/A | PC | General Support | $9,300 | |||
| Saint James Academy | ||||||||||
| 3100 Monkton Road | Monkton | MD | 21111 | N/A | PC | General Support | $10,000 | |||
| Sanctuary Ministries of London | ||||||||||
| N/A | PC | General Support | $5,000 | 531 Talbot Street | Ontario | CA | ||||
| Search Ministries Inc | ||||||||||
| 5038 Dorsey Hall Dr | Ellicott City | MD | 21042 | N/A | PC | General Support | $2,500 | |||
| United Way of Central MD | ||||||||||
| 100 S Charles St | Baltimore | MD | 21201 | N/A | PC | Further allocation for general support to Partners in Excellence, St. Francis Church, Catholic Charities, United Way, Cristo Rey Jesuit HS scholarships for inner city youth | $115,000 | |||
| University of MD | ||||||||||
| 2119 Main Administration | College Park | MD | 20742 | N/A | PC | General Support | $10,000 | |||
| University System of Maryland | ||||||||||
| 3300 Metzerott Road | Adelphi | MD | 20783 | N/A | PC | General Support | $1,000 | |||
| Univesity of Maryland St Joseph Medical Center Foundation | ||||||||||
| 7601 Osler Dr | Towson | MD | 21204 | N/A | PC | General Support | $2,500 | |||
| Wilmer Eye Institute | ||||||||||
| 1800 Orleans St | Baltimore | MD | 21287 | N/A | PC | General Support | $25,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,800 | 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 | $30,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $182,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,978 | 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 | Francis A and Betty Contino | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16940 Timberlakes Dr | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $146,474 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 509.049 Shares of Invesco Developing Markets Stock | $26,700 | 2021-11-22 |
| 1 | 998.915 Shares of Edgewood Growth FUnd Instl CL Stock | $64,250 | 2021-11-22 |
| 1 | 1805.081 Shares of Fairholme Fund MWM-049921-1 Stock | $55,524 | 2021-11-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| McCormick non-voting stock | $44,278 | $1,035,173 |
| McCormick voting stock | $177,892 | $253,118 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Akre Focus Fund Retail | AT COST | $38,964 | $130,765 |
| MFS Value Class A | AT COST | $52,937 | $103,729 |
| Franklin Growth | AT COST | $64,048 | $129,481 |
| TRP Value | AT COST | $18,376 | $28,517 |
| TRP QM US Small Cap | AT COST | $45,967 | $63,519 |
| Fairholme Fund | AT COST | $29,591 | $56,192 |
| Lord Abbett Short Duration Inc | AT COST | $57,721 | $57,851 |
| Dodge & Cox | AT COST | $39,483 | $48,948 |
| PIMCO Total Return Class A | AT COST | $111,834 | $106,657 |
| PIMCO Income Fund Institutional Fund | AT COST | $105,755 | $110,972 |
| American New Perspective C1 F2 | AT COST | $42,673 | $59,451 |
| Edgewood Growth FUnd INSTL CL | AT COST | $41,484 | $63,933 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV adjustment of stock received | Desc |
| Amt | $63,577 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $5,205 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Tax | CategoryTxt |
| Amt | $1,767 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments