The Kirk Family Foundation: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- The Kirk Family Foundation (EIN 52-2358200)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349108481
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:56:23-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 RED BROOK BLVD 300 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522358200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kirk Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 4103632300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 477 | AddressLine1Txt |
| City | Ellicott City | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210410477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donald H Kirk JR | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 4103632300 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Donald H | PersonFirstNm |
| Person Last | Kirk JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eric R Lee | PreparerPersonNm |
| PTIN | P01278639 | PTIN |
| Phone | 4103633200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $844,991 | 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 | $152,216 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $279,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,325,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $596,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $449,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $613,487 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,854 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,854 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,544 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,544 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $263 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $263 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,854 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $341,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $341,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $353,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $604,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,167 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $454,580 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185,761 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $260,253 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $302,693 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $297,401 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $204,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $279,144 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $270,170 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $688,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $784,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $844,991 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $688,980 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $784,765 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $688,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $784,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $688,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $784,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $688,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,785 | ExcessRevenueOverExpensesAmt |
| Subtotal | $784,765 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $784,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $685,882 | $229,511 | $456,371 | $456,371 |
| PUBLICLY TRADED SECURITIES | P | $640,048 | $511,270 | $128,778 | $128,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $596,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,405 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,405 | SubtotalAmt |
| Tax Based On Investment Income | $8,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,695 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,195 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $763 | OverpaymentAmt |
| Applied To ES Tax | $763 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103632300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10227 S DOLFIELD ROAD | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD H KIRK JR | ||||||||
| PO BOX 477 | Ellicott City | MD | 21042 | PRESIDENT & TREASURER | 5.0 | $0 | $0 | $0 |
| Patricia M Kirk | ||||||||
| PO BOX 477 | Ellicott City | MD | 21042 | Vice President & Secretary | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $817,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $866,250 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $866,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $853,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,663 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,663 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,405 | TotalTaxAmt |
| Distributable Before Adj | $34,258 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,258 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,258 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,854 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $344,854 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,258 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $199,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $475,169 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $353,907 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $306,519 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $293,880 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,629,392 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $344,854 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,258 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $310,596 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,939,988 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $199,917 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,740,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $475,169 | ExcessFromYear4Amt |
| Excess From Year3 | $353,907 | ExcessFromYear3Amt |
| Excess From Year2 | $306,519 | ExcessFromYear2Amt |
| Excess From Year1 | $293,880 | ExcessFromYear1Amt |
| Excess From Current Year | $310,596 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD H KIRK JR | ContributingManagerNm |
| Contributing Manager | PATRICIA M KIRK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys and Girls Clubs of Metropolitan Baltimore | |||||||
| 1201 S Sharp St Suite 302 | Baltimore | MD | 21230 | NONE | PC | To provide an experience that assures success is within reach of every young person who enters our doors, with all members on track to graduate from high school with a plan for the future, demonstrating good character and citizenship, and living a healthy lifestyle. | $20,000 |
| JOHNS HOPKINS KIMMEL CANCER | |||||||
| 401 NORTH BROADWAY | BALTIMORE | MD | 21287 | NONE | PC | TO PROVIDE SUPPORT FOR THE KIMMEL CANCER CENTER PEDIATRIC ONCOLOGY RESEARCH | $100,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 401 NORTH BROADWAY | BALTIMORE | MD | 21287 | NONE | PC | TO PROVIDE SUPPORT TO JOHNS HOPKINS UNIVERSITY RESEARCH | $100,000 |
| Cal Ripken Sr Foundation | |||||||
| 1427 Clarkview Road Ste 100 | Baltimore | MD | 21209 | None | PC | we create safe opportunities for youth in need to develop valuable life skills, build character, connect positively with local law enforcement, and learn how to make productive choices for their future. | $25,000 |
| THE FAMILY TREE INC | |||||||
| 2108 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | TO STRENGTHEN FAMILIES AND PREVENT CHILD ABUSE AND NEGLECT IN MARYLAND | $86,000 |
| Mercy Health Foundation | |||||||
| 345 Saint Paul Place | Baltimore | MD | 21202 | NONE | PC | The Mercy Health Foundation was established to manage gifts to Mercy and Stella Maris in support of making a positive impact on the lives of our patients, their families and the greater Baltimore community. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $341,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,337 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $279,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $297,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $297,230 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Donald H Kirk Jr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3745 Dorsey Search Circle | AddressLine1Txt |
| City | Ellicott City | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $152,216 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5 Shares of Alphabet Inc | $12,608 | 2021-06-10 |
| 1 | 319 Shares of EuroPacific Growth | $23,778 | 2021-06-10 |
| 1 | 670 Shares of Harding Lowvner | $48,234 | 2021-06-10 |
| 1 | 1158 Shares of JP Morgan Small Cap | $34,684 | 2021-06-10 |
| 1 | 1088 Shares of JP Morgan Small Cap | $32,912 | 2021-06-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,854 | Amt |
| Disbursements Charitable Prps | $3,854 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $6,242 | $6,137 |
| INTEL CORP | $6,381 | $6,246 |
| VODAFONE GROUP | $6,497 | $6,313 |
| ABBOTT LABS | $6,450 | $6,300 |
| ABBVIE INC | $6,209 | $6,100 |
| BANK AMER CORP | $6,578 | $6,402 |
| CVS HEALTH CORP | $6,449 | $6,305 |
| CATERPILLAR | $8,004 | $7,976 |
| DOWDUPONT | $6,496 | $6,345 |
| HOME DEPOT INC | $8,318 | $8,155 |
| KINDER MORGAN ENERGY | $10,584 | $10,336 |
| LABORATORY CORP | $6,522 | $6,320 |
| VANGUARD SHORT TERM CORP | $27,914 | $27,466 |
| PRUDENTIAL SHORT DURATION | $26,318 | $25,909 |
| PGIM SHORT TERM CORPORATE | $50,362 | $49,654 |
| METROPOLITAN WEST TOTAL RETURN | $21,130 | $20,820 |
| T RORWE PRICE GLOBAL | $46,572 | $45,312 |
| PIMCO INCOME FUND | $45,667 | $45,305 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC COM | $2,424 | $3,402 |
| ALPHABET INC CAP STOCK CLASS C | $7,565 | $8,681 |
| ALTRIA GROUP INC COM - DONATED | $0 | $0 |
| AMAZON cOM inc cOM - donated | $3,538 | $6,669 |
| AMERICAN ELEC PWR INC COM | $0 | $0 |
| APPLE INC COM | $831 | $7,813 |
| CINCINNATI FINL CORP COM - DON | $0 | $0 |
| CINTAS CORP COM | $0 | $0 |
| Cisco Systems Inc | $3,289 | $4,119 |
| CME GROUP INC | $0 | $0 |
| COMCAST CORP CL A | $0 | $0 |
| COSTCO WHOLESALE CORP - D | $6,366 | $9,651 |
| CROWN CASTLE INTL CORP NEW | $2,972 | $4,175 |
| DOMINION ENERGY INC COM - D | $0 | $0 |
| DUKE ENERGY CORP NEW COM NEW | $0 | $0 |
| EDWARDS LIFESCIENCES CORP COM | $0 | $0 |
| ESSEX PPTY TR INC COM | $0 | $0 |
| EVERSOURCE ENERGY COM - D | $0 | $0 |
| FACEBOOK INC CL A - DONATED | $639 | $2,691 |
| FIFTH THIRD BANCIRO COM | $0 | $0 |
| HEALTHCARE TR AMER INC CL A | $0 | $0 |
| HOME DEPOT INC COM - DONATED | $150 | $415 |
| INTEL CORP COM | $0 | $0 |
| INTERNATIONAL PAPER CO COM | $0 | $0 |
| JOHNSON & JOHNSON COM | $4,779 | $5,303 |
| JPMORGAN CHASE & CO COM - D | $2,336 | $4,275 |
| LOCKHEED MARTIN CORP COM | $0 | $0 |
| LTC PPTYS INC COM - DONATED | $0 | $0 |
| MASTERCARD INC CL A | $0 | $0 |
| METLIFE INC COM | $0 | $0 |
| MICROSOFT CORP COM | $1,137 | $7,735 |
| MID AMER APT CMNTS INC COM | $0 | $0 |
| NATIONAL RETAIL PPTYS INC COM | $0 | $0 |
| NETFLIX INC COM - DONATED | $0 | $0 |
| PAYCHEX INC COM - DONATED | $1,963 | $4,368 |
| PHILIP MORRIS INTL INC COM | $0 | $0 |
| PINNACLE WEST CAP CORP COM | $0 | $0 |
| PROCTER & GAMBLE CO COM - D | $3,444 | $4,090 |
| PROLOGIS INC COM | $6,651 | $28,284 |
| QUALCOMM INC | $2,720 | $6,400 |
| STARBUCKS CORP COM - DONATED | $0 | $0 |
| SYSCO CORP COM - DONATED | $0 | $0 |
| THERMO FISHER SCIENTIFIC INC | $0 | $0 |
| UNILEVER PLC SPON ADR NEW | $0 | $0 |
| UNITEDHEALTH GROUP INC COM | $0 | $0 |
| VERIZON COMMUNICATIONS INC COM | $742 | $3,845 |
| VISA INC COM CL A - DONATED | $1,635 | $7,368 |
| XCEL ENERGY INC COM - DONATED | $0 | $0 |
| ZOETIS INC CL A | $0 | $0 |
| BERKSHIRE HATHAWAY | $2,365 | $2,990 |
| COCA COLA COMPANY | $2,776 | $2,961 |
| PFIZER | $1,812 | $3,071 |
| DODGE & COX | $12,060 | $12,162 |
| SCHWAB US DIVIDEND | $22,614 | $23,764 |
| RAYTHEON TECHNOLOGIES | $2,862 | $2,926 |
| BANK OF AMERICA | $1,936 | $2,136 |
| AT&T | $2,747 | $2,435 |
| BRISTOL-MYERS SQUIBB | $3,713 | $3,492 |
| GALLAGHER ARTHUR J & CO | $6,667 | $7,974 |
| NEXERA ENERGY | $2,590 | $3,268 |
| NORTHROP GRUMMAN | $1,499 | $1,935 |
| 3M COMPANY | $2,718 | $2,487 |
| JP MORGAN HEDGED EQUITY | $20,107 | $20,454 |
| DFA US LARGE CAP EQUITY | $15,577 | $15,883 |
| FASTENAL COMPANY | $6,821 | $7,815 |
| PROGRESSIVE CORP | $6,891 | $7,186 |
| MCDONALDS CORPORATION | $4,780 | $5,361 |
| WALT DISNEY CO | $7,157 | $6,350 |
| AON PLC | $2,732 | $3,607 |
| EXPEDIA INC | $2,156 | $2,712 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CITY NATL ROCHDALE FDS FXD INC | AT COST | $0 | $0 |
| CITY NATL ROCHDALE FDS INTER F | AT COST | $0 | $0 |
| FIERA CAP SER TR CAPTL EMERG I | AT COST | $0 | $0 |
| Ishares Core S&P 500 etf | AT COST | $24,448 | $26,234 |
| Ishares TR Russell 2000 etf | AT COST | $29,069 | $32,923 |
| VANGUARD MID CAP VALUE ETF | AT COST | $25,899 | $27,510 |
| DFA LARGE CAP INTL | AT COST | $25,636 | $25,375 |
| TAIWAN SEMICONDUCTOR | AT COST | $8,892 | $9,865 |
| VANGUARD INTERNATIONAL | AT COST | $28,116 | $23,551 |
| VODAFONE GROUP PLC | AT COST | $3,318 | $2,911 |
| T ROWE PRICE EMERGING MARKETS | AT COST | $54,983 | $48,767 |
| DFA INTL SMALL COMPANY | AT COST | $26,622 | $25,200 |
| INVESCO OPPENHEIMER INTERNATIO | AT COST | $27,561 | $25,038 |
| T ROWE PRICE GROWTH STOCK | AT COST | $24,600 | $22,796 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $8,544 | Amt |
| Net Investment Income | $8,544 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $263 | Amt |
| Net Investment Income | $263 | NetInvestmentIncomeAmt |
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