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CONSTANCE AND BROOKS ROBINSON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CONSTANCE AND BROOKS ROBINSON CHARITABLE FOUNDATION INC (EIN 81-0873205)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202101349349102365
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T14:12:33-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521753670PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GEIER FINANCIAL MANAGEMENTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12205 WARWICK WAY SUITE 200AddressLine1Txt
CityMARRIOTTSVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810873205EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CONSTANCE AND BROOKS ROBINSONBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCONSBusinessNameControlTxt
Phone4109029599PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 N GREENWOOD STAddressLine1Txt
CityLAGRANGECityNm
State AbbreviationGAStateAbbreviationCd
ZIP302402604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBROOKS C ROBINSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4109029599PhoneNum
Signature2021-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBROOKSPersonFirstNm
Person LastROBINSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph N GeierPreparerPersonNm
PTINP00133715PTIN
Phone4109978000PhoneNum
Preparation2021-05-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,865,978FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$38,666ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,052InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,052InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,912DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,912DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$166,423NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$631,588GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$166,423CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$228,053TotalRevAndExpnssAmt
Total Net Invst Incm$189,387TotalNetInvstIncmAmt
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$3,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$162TaxesRevAndExpnssAmt
Taxes Net Invst Incm$162TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,920OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,920OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,332TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,332TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$89,998ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$89,998ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,332TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,998TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$117,723ExcessRevenueOverExpensesAmt
Net Investment Income$169,055NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,144CashBOYAmt
Cash EOY$165,148CashEOYAmt
Cash EOYFMV$165,148CashEOYFMVAmt
Corporate Stock BOY$802,544CorporateStockBOYAmt
Corporate Stock EOY$652,845CorporateStockEOYAmt
Corporate Stock EOYFMV$1,186,222CorporateStockEOYFMVAmt
Corporate Bonds BOY$291,036CorporateBondsBOYAmt
Corporate Bonds EOY$321,582CorporateBondsEOYAmt
Corporate Bonds EOYFMV$333,107CorporateBondsEOYFMVAmt
Other Investments BOY$42,874OtherInvestmentsBOYAmt
Other Investments EOY$172,746OtherInvestmentsEOYAmt
Other Investments EOYFMV$181,501OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,194,598TotalAssetsBOYAmt
Total Assets EOY$1,312,321TotalAssetsEOYAmt
Total Assets EOYFMV$1,865,978TotalAssetsEOYFMVAmt
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$1,194,598RetainedEarningBOYAmt
Retained Earning EOY$1,312,321RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,194,598TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,312,321TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,194,598TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,312,321TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,194,598TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$117,723ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,312,321SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,312,321TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SYNOVUS (4375)P$359,233$292,849$66,384$66,384
SYNOVUS (4375)P$271,135$172,316$98,819$98,819
Capital Gains DividendsP$1,220$1,220$1,220
FieldValueIRS element (for citing)
Capital Gain Net Income$166,423CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,350InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,350SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,350TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Tax Due$2,359TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBROOKS D ROBINSONIndividualWithBooksNm
Phone7068802285PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 N GREENWOOD STAddressLine1Txt
CityLAGRANGECityNm
State AbbreviationGAStateAbbreviationCd
ZIP30240ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BROOKS C ROBINSON
200 N GREENWOOD STLAGRANGEGA30240PRESIDENT1.00$0$0$0
CONSTANCE B ROBINSON
200 N GREENWOOD STLAGRANGEGA30240VICE PRESIDENT1.00$0$0$0
BROOKS D ROBINSON
200 N GREENWOOD STLAGRANGEGA30240TREASURER1.00$0$0$0
CHRISTOPER L ROBINSON
200 N GREENWOOD STLAGRANGEGA30240DIRECTOR1.00$0$0$0
MICHAEL P ROBINSON
200 N GREENWOOD STLAGRANGEGA30240DIRECTOR1.00$0$0$0
DIANA A FARLEY
200 N GREENWOOD STLAGRANGEGA30240DIRECTOR1.00$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$1,636,683AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,433AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,748,116TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,748,116AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,222CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,721,894NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,095MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,095MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,350TaxBasedOnInvestmentIncomeAmt
Total Tax$2,350TotalTaxAmt
Distributable Before Adj$83,745DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$83,745DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$83,745DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,998ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$89,998QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$89,998AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$83,745DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$9,044ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,397ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,197ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,638TotalExcessDistributionCyovAmt
Qualifying Distributions$89,998QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$83,745AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,253RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$26,891TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$25,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,891ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,891ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBROOKS C ROBINSONContributingManagerNm
Contributing ManagerCONSTANCE B ROBINSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LAFAYETTE SOCIETY OF PERFORMING ARTS
214 BULL STREETLAGRANGEGA30240NONEPCCHARITABLE$7,998
BOYS AND GIRLS CLUB OF WEST GA
PO BOX 1328LAGRANGEGA30241NONEPCCHARITABLE$5,000
MPT FOUNDATION
11767 OWINGS MILLS BLVDOWINGS MILLSMD21117NONEPCCHARITABLE$10,000
SEMPER FI & AMERICA'S FUND
825 COLLEGE BLVD SUITE 102OCEANSIDECA92057NONEPCCHARITABLE$10,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256NONEPCCHARITABLE$10,000
JOHNS HOPKINS MEDICINE
600 N WOLFE ST CMSC130BALTIMOREMD21287NONEPCCHARITABLE$20,000
CATHOLIC CHARITIES
320 CATHEDRAL STREET 3RD FLOORBALTIMOREMD21201NONEPCCHARITABLE$15,000
CATHEDRAL MARY OUR QUEEN
5200 NORTH CHARLES STREETBALTIMOREMD21210NONEPCCHARITABLE$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$89,998TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,052ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,912ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$166,423ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$189,387ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$189,387TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BALTIMORE ORIOLES FOUNDATION
1333 W CAMDEN STREETBALTIMOREMD21201$25,000Yes (X)
WILLIAM F ROSE REVOCABLE TRUST
2PO BOX 157WAVERLYVA23890$500Yes (X)
ADAM ROMO
3PO BOX 6578THOUSAND OAKSCA91359$110Yes (X)
LESICKO FUNERAL HOME
4271 N 2ND STLIVINGSTONIL62058$556Yes (X)
FRANCIS S SOISTMAN
514925 FINEGAN FARM DRDARNESTOWNMD20874$12,500Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,250Amt
Net Investment Income$3,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM)$58,171$58,239
ISHARES US TREASURY BOND ETF (GOVT)$84,162$92,480
ISHARES 20+ YEAR TREASURY BOND ETF (TLT)$82,674$78,076
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)$21,143$21,595
VANGUARD TOTAL BOND MARKET ETF (BND)$41,073$44,536
VANGUARD INTMDT-TERM TRS ETF (VGIT)$34,359$38,181

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES MSCI EAFE ETF (EFA)$7,959$8,390
ISHARES RUSSELL MID-CAP VALUE ETF (IWS)$31,399$43,632
ISHARES RUSSELL 1000 VALUE ETF (IWD)$232,107$337,723
ISHARES RUSSELL 2000 VALUE ETF (IWN)$59,287$81,026
ISHARES RUSSELL MID-CAP GROWTH ETF (IWP)$67,168$160,647
ISHARES RUSSELL 1000 GROWTH ETF (IWF)$161,074$414,761
SPDR MSCI ACWI EX US ETF (CWI)$8,787$10,231
VANGUARD FTSE EUROPE ETF (VGK)$21,415$27,108
VANGUARD FTSE EMERGING MARKETS ETF (VWO)$31,001$40,589
VANGUARD DIVIDEND APPRECIATION ETF (VIG)$32,648$62,115

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SPDR GOLD SHARES (GLD)AT COST$132,408$137,337
VANGUARD REIT ETF (VNQ)AT COST$40,338$44,164

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSYNOVUS MANAGEMENT FEESDesc
Revenue And Expenses Per Books$16,920RevenueAndExpensesPerBooksAmt
Net Investment Income$16,920NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$162Amt
Net Investment Income$162NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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