CAMPBELL FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CAMPBELL FOUNDATION INC (EIN 52-0794348)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-09
IRS object ID
202101609349101100
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)
Return2021-06-09T10:28:10-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521756896PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STOY MALONE & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1705 YORK ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520794348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMPBELL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMPBusinessNameControlTxt
Phone4105601170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 CANDLELIGHT COURTAddressLine1Txt
CityTIMONIUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21093ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA T CAMPBELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4105601170PhoneNum
Signature2021-06-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVIRGINIAPersonFirstNm
Person LastCAMPBELLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOYCE T O'DWYER CPAPreparerPersonNm
PTINP00152111PTIN
Phone4108281961PhoneNum
Preparation2021-06-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$4,566,406FMVAssetsEOYAmt
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$82,116DividendsRevAndExpnssAmt
Dividends Net Invst Incm$82,116DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$73,378NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$968,411GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,738TotalRevAndExpnssAmt
Total Net Invst Incm$82,116TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,050AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,715OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,715OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,765TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,765TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$210,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$210,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,765TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,765TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$210,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$216,027ExcessRevenueOverExpensesAmt
Net Investment Income$67,351NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,931CashBOYAmt
Cash EOY$16,956CashEOYAmt
Cash EOYFMV$16,956CashEOYFMVAmt
Sav And Temp Cash Invst BOY$42,690SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,935SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,935SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$227,991USGovernmentObligationsBOYAmt
US Government Obligations EOY$238,771USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$238,771USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,958,440CorporateStockBOYAmt
Corporate Stock EOY$4,252,100CorporateStockEOYAmt
Corporate Stock EOYFMV$4,252,100CorporateStockEOYFMVAmt
Other Investments BOY$211,015OtherInvestmentsBOYAmt
Other Investments EOY$31,644OtherInvestmentsEOYAmt
Other Investments EOYFMV$31,644OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,455,067TotalAssetsBOYAmt
Total Assets EOY$4,566,406TotalAssetsEOYAmt
Total Assets EOYFMV$4,566,406TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,455,067NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,566,406NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,455,067TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,566,406TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,455,067TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,566,406TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,455,067TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$216,027ExcessRevenueOverExpensesAmt
Other Increases$327,366OtherIncreasesAmt
Subtotal$4,566,406SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,566,406TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB INTL EQP2018-02-072020-04-20$220,014$243,185-$23,171-$23,171
VANGUARD FTSE EMERGINGP2018-02-072020-04-20$267,839$354,736-$86,897-$86,897
VANGUARD S&P 500P2018-02-072020-01-23$200,119$163,910$36,209$36,209
ISCH IBOND MARP2018-11-012020-04-03$100,427$99,947$480$480
FNMAP1994-02-01$12$11$1$1
SCHWAB GOV MONEY (SNVXX)P2020-12-31$180,000$180,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income-$73,378CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$936InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$936SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$936TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,217EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,217TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,281OverpaymentAmt
Applied To ES Tax$1,281AppliedToESTaxAmt
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
Individual With BooksJOYCE T O'DWYERIndividualWithBooksNm
Phone4108281961PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1705 YORK ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VIRGINIA CAMPBELL
8 CANDLELIGHT COURTTIMONIUMMD21093PRESIDENT0.50$0$0$0
BRUCE S CAMPBELL III
2122 HIGHLAND DRIVEMONKTONMD21111DIRECTOR0.50$0$0$0
TABER CAMPBELL HOOK
153 FRIAR TUCK HILLSHERWOOD FORESTMD21405SECRETARY0.50$0$0$0
CAROL C HAISLIP
1929 BLUE MOUNT RDMONKTONMD21111TREASURER0.50$0$0$0
J TYLER CAMPBELL
PO BOX 373CHESTERTOWNMD21620DIRECTOR0.50$0$0$0
MARCIE MCHALE
1128 22ND AVE EASTSEATTLEWA98112DIRECTOR0.50$0$0$0
LYNN KELZ
1 SOUTHERLY CT 402BALTIMOREMD21286DIRECTOR0.50$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$4,110,374AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$239,364AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,349,738TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,349,738AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,246CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,284,492NetVlNoncharitableAssetsAmt
Minimum Investment Return$214,225MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$214,225MinimumInvestmentReturnAmt
Tax Based On Investment Income$936TaxBasedOnInvestmentIncomeAmt
Total Tax$936TotalTaxAmt
Distributable Before Adj$213,289DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$213,289DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$213,289DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$210,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$210,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$210,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$213,289DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$2,197ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,197TotalExcessDistributionCyovAmt
Qualifying Distributions$210,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$210,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,197ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,197ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,092UndistributedIncomeCYAmt
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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonVIRGINIA T CAMPBELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1705 YORK ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4105601170RecipientPhoneNum
Form And Info And MaterialsIN WRITING, STATED AS BRIEFLY AS POSSIBLE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsADDRESSED BY FOUNDATION BOARD.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALI FORNEY CENTER
224 W 35TH ST 15TH FLOORNEW YORKNY10001UNRESTRICTED$1,000
ASSISTANCE CENTER OF TOWSON CHURCHES
120 W PENNSYLVANIA AVETOWSONMD21204UNRESTRICTED$3,500
AUDUBON MARYLAND - DC
2901 E BALTIMORE STBALTIMOREMD21224UNRESTRICTED$1,500
B&O RAILROAD MUSEUM
901 W PRATT STBALTIMOREMD21223UNRESTRICTED$1,500
BAGLY INC
PO BOX 960814BOSTONMA021960714UNRESTRICTED$1,000
BALTIMORE CHILD ABUSE CENTER
2300 N CHARLES ST 4TH FLOORBALTIMOREMD21218UNRESTRICTED$2,500
BALTIMORE CHORAL ARTS SOCIETY
1316 PARK AVEBALTIMOREMD21217UNRESTRICTED$1,500
BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST
808 N CHARLES ST SUITE 200CBALTIMOREMD21201UNRESTRICTED$4,000
BALTIMORE HUMANE SOCIETY
1601 NICODEMUS RDREISTERSTOWNMD21136UNRESTRICTED$1,500
BALTIMORE MUSEUM OF INDUSTRY
1415 KEY HIGHWAYBALTIMOREMD21230UNRESTRICTED$3,000
BE MORE CARING INC
116 ROESLER RDGLEN BURNIEMD21060UNRESTRICTED$1,500
BIG BROTHERS BIG SISTERS
3600 CLIPPER MILL RD SUITE 250BALTIMOREMD21211UNRESTRICTED$1,500
BOYS HOPE GIRLS HOPE
8005 HARFORD RD SUITE 101BALTIMOREMD21234UNRESTRICTED$1,500
BOYS HOPE GIRLS HOPE
8005 HARFORD RD SUITE 101BALTIMOREMD21234CAPITAL$4,000
BOYS LATIN SCHOOL OF MARYLAND
822 W LAKE AVEBALTIMOREMD21210STUDENT FINANCIAL AID$1,500
BROWN MEMORIAL TUTORING PROGRAM
1316 PARK AVEBALTIMOREMD21217UNRESTRICTED$1,500
CALVERT HALL COLLEGE HIGH SCHOOL
8102 LASALLE RDBALTIMOREMD21286STUDENT FINANCIAL AID$2,000
CALVERT SCHOOL
105 TUSCANY RDBALTIMOREMD21210CAPITAL$10,000
CASA OF BALTIMORE COUNTY
305 W CHESAPEAKE AVE SUITE 206TOWSONMD21204UNRESTRICTED$1,500
CASA FOR CHILDREN OF DC
220 I ST NE 285WASHINGTONDC20002UNRESTRICTED$3,000
CAROLINE CENTER
12061 SCHOOL STRIDGELYMD21660UNRESTRICTED$1,500
CENTER STAGE
100 N CALVERT STBALTIMOREMD21202UNRESTRICTED$1,500
CHADD OF GREATER BALTIMORE
9800 COASTAL HWY UNIT 1001OCEAN CITYMD21842UNRESTRICTED$1,500
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403UNRESTRICTED$1,500
CHESAPEAKE SHAKESPEARE COMPANY
7 S CALVERT STBALTIMOREMD21202UNRESTRICTED$1,500
COLLEGE BOUND FOUNDATION
300 WATER ST SUITE 300BALTIMOREMD21202UNRESTRICTED$2,500
COLLINGTON SQUARE NON-PROFIT CORPORATION
1211 N CHESTER STBALTIMOREMD21213UNRESTRICTED$2,500
COMMUNITY ASSISTANCE NETWORK
7900 E BALTIMORE STBALTIMOREMD21224UNRESTRICTED$3,000
CREATIVE ALLIANCE AT THE PATTERSON
3134 EASTERN AVEBALTIMOREMD21224UNRESTRICTED$1,500
DYSLEXIA TUTORING PROGRAM
711 W 40TH ST SUITE 310BALTIMOREMD21211UNRESTRICTED$1,500
ECHO HILL OUTDOOR SCHOOL
13655 BLOOMINGNECK RDWORTONMD21678UNRESTRICTED$1,500
ENOCH PRATT FREE LIBRARY
400 CATHEDRAL STBALTIMOREMD21201UNRESTRICTED$2,500
EVERYMAN THEATRE
1727 N CHARLES STBALTIMOREMD21201UNRESTRICTED$1,500
FEED THE WAY
PO BOX 3461KIRKLANDWA98083UNRESTRICTED$1,000
GILMAN SCHOOL
5407 ROLAND AVEBALTIMOREMD21210UNRESTRICTED$1,500
GUIDE DOGS FOR THE BLIND
PO BOX 3950SAN RAFAELCA94915UNRESTRICTED$1,000
H A S A THE HEARING
5900 METRO DRBALTIMOREMD21215UNRESTRICTED$1,500
HEALTH CARE FOR HOMELESS
421 THE FALLWAYBALTIMOREMD21202UNRESTRICTED$3,000
HEROES HELPING HEROES
4990 MERCANTILE RDNOTTINGHAMMD21236UNRESTRICTED$1,500
HO'OLA NA PUA
PO BOX 22551HONOLULUHI96823UNRESTRICTED$1,000
HOUSE OF RUTH MARYLAND
2201 ARGONNE DRBALTIMOREMD21218UNRESTRICTED$3,000
HORIZONS OF KENT COUNTY
201 TALBOT BLVDCHESTERTOWNMD21620UNRESTRICTED$1,500
INDEPENDENT COLLEGE FUND OF MARYLAND
3225 ELLERSLIE AVE SUITE C160BALTIMOREMD21218UNRESTRICTED$1,500
IRVINE NATURE CENTER
11201 GARRISON FOREST RDOWINGS MILLSMD21117UNRESTRICTED$2,000
JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND
1725 TWIN SPRINGS RDBALTIMOREMD21227UNRESTRICTED$1,500
LIVING CLASSROOMS FOUNDATION
802 S CAROLINE STBALTIMOREMD21231UNRESTRICTED$2,500
MAKUA LANI CHRITIAN ACADEMY
74-7966 KEALAKAA STKAILUAKONAHI96740UNRESTRICTED$1,000
MARYLAND FOOD BANK
2200 HALETHORPE FARMSBALTIMOREMD21227UNRESTRICTED$3,500
MARYLAND HISTORICAL SOCIETY
201 W MONUMENT STBALTIMOREMD21201UNRESTRICTED$1,500
MARYLAND SCIENCE CENTER
3601 LIGHT STBALTIMOREMD21230UNRESTRICTED$1,500
MARYLAND SCHOOL FOR THE BLIND
3501 TAYLOR AVEBALTIMOREMD21236UNRESTRICTED$2,500
MARYLAND SCHOOL FOR THE BLIND
3501 TAYLOR AVENOTTINGHAMMD21236UNRESTRICTED GRANT$1,000
MARYLAND SPCA
3300 FALLS RDBALTIMOREMD21211UNRESTRICTED$1,500
MARYLAND SPCA
3300 FALLS RDBALTIMOREMD21211CAPITAL$10,000
MARYVALE PREPARATORY ACADEMY
4825 W CAMELBACK RDPHOENIXAZ85031STUDENT FINANCIAL AID$1,000
MCKIM COMMUNITY CENTER - SUMMER CAMP
1120 E BALTIMORE STBALTIMOREMD21202UNRESTRICTED$1,500
MEALS ON WHEELS
515 S HAVEN STBALTIMOREMD21224UNRESTRICTED$2,500
MIDDLE GRADES PARTNERSHIP
1500 UNION AVE 1320BALTIMOREMD21211UNRESTRICTED$1,500
MODELL PEFORMING ARTS CENTER AT THE LYRIC
140 W MT ROYAL AVEBALTIMOREMD21201UNRESTRICTED$1,500
MOUNT WASHINGTON PEDIATRIC HOSPITAL INC
1708 W ROGERS AVEBALTIMOREMD21209UNRESTRICTED$1,500
OREGON RIDGE NATURE CENTER COUNCIL
13555 BEAVER DAM RDCOCKEYSVILLEMD21030UNRESTRICTED$1,500
PARKS & PEOPLE FOUNDATION
800 WYMAN PARK DR SUITE 100BALTIMOREMD21207UNRESTRICTED$1,500
PLANNED PARENTHOOD OF MARYLAND
330 N HOWARD STBALTIMOREMD21201UNRESTRICTED$1,500
PORT DISCOVERY CHILDREN'S MUSEUM
35 MARKET PLBALTIMOREMD21202UNRESTRICTED$1,500
PORT DISCOVERY CHILDREN'S MUSEUM
35 MARKET PLBALTIMOREMD21202CAPITAL$15,000
PROSPECT HILL CEMETERY OF TOWSON INC
9720 YORK RDCOCKEYSVILLEMD21030UNRESTRICTED$2,500
PROSPECT HILL CEMETERY OF TOWSON INC
9720 YORK RDCOCKEYSVILLEMD21030CAPITAL$4,500
SHEPPARD & ENOCH PRATT HEALTH SYSTEM
6501 N CHARLES STBALTIMOREMD21204UNRESTRICTED$1,500
SPECIAL OLYMPICS MARYLAND
3701 COMMERCE DR 103BALTIMOREMD21227UNRESTRICTED$1,500
ST PAUL'S SCHOOL FOR GIRLS
11232 FALLS RDBROOKLANDVILLEMD21022STUDENT FINANCIAL AID$2,000
ST MARY'S SCHOOL
109 DUKE OF GLOUCESTER STANNAPOLISMD21401STUDENT FINANCIAL AID$500
ST VINCENT DE PAUL OF BALTIMORE
2305 N CHARLES STBALTIMOREMD21201UNRESTRICTED$2,500
TAMBOURINE VAULTERS
1 LIBERTY RDPETALUMACA94952UNRESTRICTED GRANT$3,000
THE ARC OF BALTIMORE
7215 YORK RDBALTIMOREMD21212UNRESTRICTED$2,500
THE BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STBALTIMOREMD21201UNRESTRICTED$1,500
THE BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STBALTIMOREMD21201CAPITAL$5,000
THE FAMILY TREE
2108 N CHARLES STBALTIMOREMD21218UNRESTRICTED$2,500
THE MARYLAND ZOO IN BALTIMORE
1876 MANSION HOUSE DRBALTIMOREMD21217UNRESTRICTED$2,500
THE NATIONAL AQUARIUM IN BALTIMORE
PIER 3 501 E PRATT STBALTIMOREMD21202UNRESTRICTED$1,500
THE NATIONAL AQUARIUM IN BALTIMORE
PIER 3 501 E PRATT STBALTIMOREMD21202CAPITAL$10,000
THE STEWARD SCHOOL
11600 GAYTON RDRICHMONDVA232383423UNRESTRICTED$1,000
WALTERS ART MUSEUM
600 N CHARLES STBALTIMOREMD21201UNRESTRICTED$1,500
WEATHERVANE THEATRE
PO BOX 127WHITEFIELDNH03598UNRESTRICTED$3,000
WHITELOCK COMMUNITY FARM
930 WHITELOCK STBALTIMOREMD21217UNRESTRICTED$1,000
YMCA OF CENTRAL MARYLAND
303 W CHESAPEAKE AVETOWSONMD21204UNRESTRICTED$2,500
YOUNG AUDIENCES OF MARYLAND
2601 N HOWARD ST SUITE 320BALTIMOREMD21218UNRESTRICTED$1,500
KENT SCHOOL
6788 WILKINS LNCEHSTERSTOWNMD21620CAPITAL$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$210,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82,116ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$73,378ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,738ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,738TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$3,050Amt
Net Investment Income$3,050NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
4414 SHS COPT$115,117$115,117
218 FRT$18,556$18,556
SCHWAB US REIT$112,011$112,011
ISHS CORE US$1,100,822$1,100,822
ISHS IBOND$348,343$348,343
SCHWAB INTL EQ$407,777$407,777
VANGUARD S&P MID CAP 400$312,344$312,344
VANGUARD S&P SMALL CAP 600$345,942$345,942
VANGUARD S&P 500$1,114,587$1,114,587
VANGUARD DIV APPREC ETF$122,112$122,112
VANGUARD HIGH DIVIDEND$254,489$254,489

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$238,771USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$238,771USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSCHWAB GOVT MONEYCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$31,644BookValueAmt
EOYFMV$31,644EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN ON SECURITIESDesc
Amt$327,366Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$11,715Amt
Net Investment Income$11,715NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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