BETA

CHARLES C BAUM FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHARLES C BAUM FOUNDATION INC (EIN 52-1342909)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-10-15
IRS object ID
202122889349101702
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-15T16:20:35-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520959934PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELLIN & TUCKER CHARTEREDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 EAST PRATT ST SUITE 200AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521342909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES C BAUM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone4107031025PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1457 HOLLY FARMS ROADAddressLine1Txt
CitySEVERNA PARKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21146ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA P BAUMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4107031025PhoneNum
Signature2021-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH MAHERPreparerPersonNm
PTINP00286158PTIN
Phone4107275735PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,873,861FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$318InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$318InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,988DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,988DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$110,099NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$184,564GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$110,099CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$137,405TotalRevAndExpnssAmt
Total Net Invst Incm$137,405TotalNetInvstIncmAmt
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$19,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$115OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$115OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,215TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,215TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$204,090ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$204,090ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$223,305TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,215TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$204,090TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$85,900ExcessRevenueOverExpensesAmt
Net Investment Income$118,190NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$219,192SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$127,030SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$127,030SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$811,645CorporateStockBOYAmt
Corporate Stock EOY$818,807CorporateStockEOYAmt
Corporate Stock EOYFMV$1,746,831CorporateStockEOYFMVAmt
Total Assets BOY$1,030,837TotalAssetsBOYAmt
Total Assets EOY$945,837TotalAssetsEOYAmt
Total Assets EOYFMV$1,873,861TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$178,011CapitalStockBOYAmt
Capital Stock EOY$178,011CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$852,826RetainedEarningBOYAmt
Retained Earning EOY$767,826RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,030,837TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$945,837TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,030,837TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$945,837TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,030,837TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$85,900ExcessRevenueOverExpensesAmt
Other Increases$900OtherIncreasesAmt
Subtotal$945,837SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$945,837TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$168,581$74,465$94,116$94,116
CAPITAL GAINS DIVIDENDSP$15,983$15,983$15,983
FieldValueIRS element (for citing)
Capital Gain Net Income$110,099CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$205,301AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,776,128NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.115589DistributionYr1Rt
Adjusted Qlfy Distri Yr2$158,080AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,863,760NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.084818DistributionYr2Rt
Adjusted Qlfy Distri Yr3$203,122AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,864,918NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.108917DistributionYr3Rt
Adjusted Qlfy Distri Yr4$231,260AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,859,801NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.124347DistributionYr4Rt
Adjusted Qlfy Distri Yr5$51,960AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,072,311NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048456DistributionYr5Rt
Total Distribution0.482127TotalDistributionRt
Average Distribution0.096425AverageDistributionRt
Net Vl Noncharitable Assets$1,742,176NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$167,989AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,182NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$169,171AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$204,090QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,182InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,182SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,182TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,343EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,343TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$4,161OverpaymentAmt
Applied To ES Tax$4,161AppliedToESTaxAmt
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 BooksPATRICIA P BAUMIndividualWithBooksNm
Phone4107031025PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1457 HOLLY FARMS ROADAddressLine1Txt
CitySEVERNA PARKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21146ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICIA B BAUM
457 HOLLY FARMS ROADSEVERNA PARKMD21146PRESIDENT/TREASURER1.00$0$0$0
SYLVIA HOROWITZ
5201 HESPERUS DRIVECOLUMBIAMD21044VICE PRESIDENT/ASST SEC0.50$0$0$0
JOHN E BAUM
4711 HOLLINS FERRY ROADBALTIMOREMD21227VICE PRESIDENT/SEC0.50$0$0$0
KATIE BAUM
2842 WOOSLEY ST APT 3BERKLEYCA94705ASST VICE PRESIDENT0.50$0$0$0
MATTHEW BAUM
34 CHARLCOTE PLBALTIMOREMD21218ASST VICE PRESIDENT0.50$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$1,570,573AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$198,134AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,768,707TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,768,707AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,531CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,742,176NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,109MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,109MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,182TaxBasedOnInvestmentIncomeAmt
Total Tax$1,182TotalTaxAmt
Distributable Before Adj$85,927DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$85,927DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$85,927DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$204,090ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$204,090QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,182PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$202,908AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,927DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$141,150ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$113,132ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$66,732ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$117,931ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$438,945TotalExcessDistributionCyovAmt
Qualifying Distributions$204,090QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$85,927AppliedToCurrentYearAmt
Remaining Distri From Corpus$118,163RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$557,108TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$557,108ExcessDistriCyovToNextYrAmt
Excess From Year4$141,150ExcessFromYear4Amt
Excess From Year3$113,132ExcessFromYear3Amt
Excess From Year2$66,732ExcessFromYear2Amt
Excess From Year1$117,931ExcessFromYear1Amt
Excess From Current Year$118,163ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPATRICIA B BAUMContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPATRICIA B BAUMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1457 HOLLY FARMS ROADAddressLine1Txt
CitySEVERNA PARKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21146ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4107031025RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMS OR MATERIALS REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE ASSOCIATED
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201NONEPUBLICGENERAL$20,000
BALTIMORE COMMUNITY FOUNDATION
PO BOX 37422BALTIMOREMD21908NONEPUBLICGENERAL$10,000
BALTIMORE SCHOOL OF THE ARTS
712 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICGENERAL$125,000
CASE AT DUKE UNIVERSITY
100 FUQUA DRIVE PO BOX 90120DURHAMNC27708NONEPUBLICGENERAL$2,500
CHILDREN'S GUILD ALLIANCE
6802 MCCLEAN BLVDBALTIMOREMD212347260NONEPUBLICGENERAL$500
CHILDREN'S SCHOLARSHIP FUND OF BALTIMORE
1000 ST PAUL STREETBALTIMOREMD21202NONEPUBLICGENERAL$1,000
CRISTO REY JESUIT HIGH SCHOOL
420 SOUTH CHESTER STREETBALTIMOREMD21231NONEPUBLICGENERAL$7,510
GLOBAL IMPACT FUND
1100 N FAIRFAX STREET SUITE 300ALEXANDRAVA22314NONEPUBLICGENERAL$2,080
INNOCENCE PROJECT
40 WORTH STREET SUITE 701NEW YORKNY10013NONEPUBLICGENERAL$1,000
MARYLAND FOOD BANK
2200 HALETHORPE FARMS ROADBALTIMOREMD21227NONEPUBLICGENERAL$1,000
NATIONAL MENTORING PARTNERSHIP
201 SOUTH STREET SUITE 615BOSTONMA02111NONEPUBLICGENERAL$10,000
NATIONAL PUBLIC FINANCE FUND
1 MANHATTANVILLE ROAD SUITE 301PURCHASENY10577NONEPUBLICGENERAL$2,500
PRISON YOGA
SAN QUENTIN STATE PRISONSAN QUENTINCA94964NONEPUBLICGENERAL$1,000
THE SEED SCHOOL OF MARYLAND
200 FONT HILL AVENUEBALTIMOREMD21223NONEPUBLICGENERAL$15,000
YMCA
1517 RITCHIE HIGHWAY SUITE 201ARNOLDMD21012NONEPUBLICGENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$204,090TotalGrantOrContriPdDurYrAmt
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$318ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,988ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$110,099ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$137,405ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$137,405TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$19,100Amt
Net Investment Income$19,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
400 SHARES OF AMGEN$5,079$88,816
600 SHARES OF BERKSHIRE HATHAWAY$36,200$137,346
1100 SHARES OF CITIGROUP INC$134,075$137,675
1000 SHARES OF COCA COLA$723$51,600
800 SHARES OF COLGATE PALMOLIVE$779$68,512
2675.482 SHARES OF EURO PACIFIC GROWTH FUND$117,012$178,924
400 SHARES OF GOPRO, INC$22,489$2,097
4084.187 SHARES OF GROWTH FUND OF AMERICA$162,624$290,974
1000 SHARES OF HANNON ARMSTRONG$15,055$54,660
400 SHARES OF JOHNSON & JOHNSON$4,472$57,872
400 SHARES OF MCDONALD'S$931$86,976
1000 SHARES OF MORGAN GROUP HOLDING$7,505$77
333 SHARES OF PROCTOR & GAMBLE CO$1,149$46,244
400 SHARES OF QUALCOM INC$160$58,868
600 SHARES OF UNITED HEALTH GROUP INC$69,399$201,804
600 SHARES OF WALT DISNEY$67,764$88,806
1000 SHARES OF PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND$101,651$102,010
500 SHARES VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET ETF$71,505$93,350
3 SHARES WABTEC CORP COMMON STOCK$235$220

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK/WIRE FEESDesc
Revenue And Expenses Per Books$115RevenueAndExpensesPerBooksAmt
Net Investment Income$115NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$900Amt

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