The Kirk Family Foundation: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- The Kirk Family Foundation (EIN 52-2358200)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349103113
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T12:13:06-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
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 SUITE 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 | 2020-01-01 | 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) |
|---|---|---|
| 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 | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | 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
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $952,058 | 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 | $200,008 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,375 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $395,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $235,136 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $258,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,399 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,027 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,027 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,141 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,027 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $329,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,589 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,547 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $535,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $711,557 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $198,485 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $204,853 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $210,954 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $775,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $688,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $952,058 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $775,651 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $688,980 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $775,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $688,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $775,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $688,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $775,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $688,980 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $688,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $40,654 | $58,324 | -$17,670 | -$17,670 |
| PUBLICLY TRADED SECURITIES | D | $262,734 | $22,676 | $240,058 | $240,058 |
| PUBLICLY TRADED SECURITIES | P | $92,086 | $79,650 | $12,436 | $12,436 |
| CAPITAL GAINS DIVIDENDS | P | $312 | $312 | $312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $235,136 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,284 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,284 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,284 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $695 | OverpaymentAmt |
| Applied To ES Tax | $695 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | 5.00 | $0 | $0 | $0 |
| PATRICIA M KIRK | ||||||||
| PO BOX 477 | ELLICOTT CITY | MD | 21042 | VICE PRESIDENT & SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $737,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $780,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $780,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $768,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,284 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,284 | TotalTaxAmt |
| Distributable Before Adj | $35,147 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,147 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,147 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $329,027 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $329,027 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $329,027 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,147 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $436,943 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $199,917 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $475,169 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $353,907 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $306,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,772,455 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $329,027 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $293,880 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,066,335 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $436,943 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,629,392 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $199,917 | ExcessFromYear4Amt |
| Excess From Year3 | $475,169 | ExcessFromYear3Amt |
| Excess From Year2 | $353,907 | ExcessFromYear2Amt |
| Excess From Year1 | $306,519 | ExcessFromYear1Amt |
| Excess From Current Year | $293,880 | ExcessFromCurrentYearAmt |
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 | 509(A)(1) | 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 CENTER | |||||||
| 401 NORTH BROADWAY | BALTIMORE | MD | 21287 | NONE | 509(A)(1) | TO PROVIDE SUPPORT FOR THE KIMMEL CANCER CENTER PEDIATRIC ONCOLOGY RESEARCH | $100,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 401 NORTH BROADWAY | BALTIMORE | MD | 21287 | NONE | 509(A)(1) | TO PROVIDE SUPPORT TO JOHNS HOPKINS UNIVERSITY RESEARCH | $100,000 |
| KENNEDY KRIEGER FOUNDATION INC | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | NONE | 509(A)(1) | TO TRANSFORM THE LIVES OF CHILDREN WITH DISORDERS OF THE BRAIN THROUGH GROUNDBREAKING RESEARCH, INNOVATIVE TREATMENTS, AND LIFE-CHANGING EDUCATION | $5,000 |
| THE FAMILY TREE INC | |||||||
| 2108 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | 509(A)(1) | TO STRENGTHEN FAMILIES AND PREVENT CHILD ABUSE AND NEGLECT IN MARYLAND | $86,000 |
| CAL RIPKEN SR FOUNDATION | |||||||
| 1427 CLARKVIEW ROAD STE 100 | BALTIMORE | MD | 21209 | NONE | 509(A)(1) | 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. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,375 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,638 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor 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 | $200,008 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 SHARES OF COSTCO | $37,445 | 2020-12-30 |
| 1 | 120 SHARES OF PROCTOR & GAMBLE CO | $16,532 | 2020-12-30 |
| 1 | 140 SHARES OF STARBUCKS CORP | $14,836 | 2020-12-30 |
| 1 | 340 SHARES OF SYSCO CORP | $24,919 | 2020-12-30 |
| 1 | 82 SHARES OF ISHARES CORE S&P 500 ETF | $30,611 | 2020-12-30 |
| 1 | 208 SHARES OF ISHARES RUSSELL 2000 ETF | $40,853 | 2020-12-30 |
| 1 | 900 SHARES OF LTC PROPERTIES INC REIT | $34,812 | 2020-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,027 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,027 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC COM | $749 | $5,001 |
| ALTRIA GROUP INC COM - DONATED | $12,827 | $7,790 |
| AMAZON COM INC COM - DONATED | $79,614 | $146,562 |
| AMERICAN ELEC PWR INC COM | $3,369 | $6,245 |
| APPLE INC COM | $1,510 | $10,615 |
| CINCINNATI FINL CORP COM - DONATED | $2,659 | $3,058 |
| CINTAS CORP COM | $1,065 | $3,535 |
| CISCO SYSTEMS INC | $2,719 | $2,685 |
| CME GROUP INC | $2,937 | $5,462 |
| COMCAST CORP CL A | $2,698 | $3,144 |
| COSTCO WHOLESALE CORP - DONATED | $37,445 | $41,069 |
| CROWN CASTLE INTL CORP NEW COM | $3,005 | $3,184 |
| DOMINION ENERGY INC COM - DONATED | $5,572 | $5,490 |
| DUKE ENERGY CORP NEW COM NEW | $2,960 | $4,670 |
| EDWARDS LIFESCIENCES CORP COM | $602 | $4,105 |
| ESSEX PPTY TR INC COM | $2,491 | $1,899 |
| EVERSOURCE ENERGY COM - DONATED | $3,174 | $5,018 |
| FACEBOOK INC CL A - DONATED | $1,598 | $5,463 |
| FIFTH THIRD BANCIRO COM | $2,039 | $2,068 |
| HEALTHCARE TR AMER INC CL A NEW | $4,087 | $4,544 |
| HOME DEPOT INC COM - DONATED | $3,010 | $5,312 |
| INTEL CORP COM | $4,630 | $4,733 |
| INTERNATIONAL PAPER CO COM | $2,022 | $1,939 |
| JOHNSON & JOHNSON COM | $1,007 | $1,574 |
| JPMORGAN CHASE & CO COM - DONATED | $4,325 | $6,354 |
| LOCKHEED MARTIN CORP COM | $4,162 | $7,100 |
| LTC PPTYS INC COM - DONATED | $34,812 | $35,019 |
| MASTERCARD INC CL A | $1,155 | $5,354 |
| METLIFE INC COM | $2,037 | $1,972 |
| MICROSOFT CORP COM | $3,954 | $17,794 |
| MID AMER APT CMNTS INC COM | $6,095 | $8,235 |
| NATIONAL RETAIL PPTYS INC COM | $4,621 | $11,867 |
| NETFLIX INC COM - DONATED | $111,037 | $197,366 |
| PAYCHEX INC COM - DONATED | $11,041 | $16,772 |
| PHILIP MORRIS INTL INC COM | $7,367 | $5,381 |
| PINNACLE WEST CAP CORP COM | $2,610 | $2,798 |
| PROCTER & GAMBLE CO COM - DONATED | $16,532 | $16,697 |
| PROLOGIS INC COM | $6,753 | $16,743 |
| QUALCOMM INC | $2,720 | $5,332 |
| STARBUCKS CORP COM - DONATED | $14,836 | $14,977 |
| SYSCO CORP COM - DONATED | $24,919 | $25,248 |
| THERMO FISHER SCIENTIFIC INC COM - DONATED | $1,285 | $4,658 |
| UNILEVER PLC SPON ADR NEW | $2,111 | $2,233 |
| UNITEDHEALTH GROUP INC COM | $2,546 | $7,014 |
| VERIZON COMMUNICATIONS INC COM | $802 | $4,700 |
| VISA INC COM CL A - DONATED | $1,635 | $5,468 |
| XCEL ENERGY INC COM - DONATED | $2,417 | $4,000 |
| ZOETIS INC CL A | $1,019 | $3,310 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CITY NATL ROCHDALE FDS FXD INC OPP FD N | AT COST | $51,328 | $49,058 |
| CITY NATL ROCHDALE FDS INTER FXD INC N | AT COST | $74,686 | $81,388 |
| FIERA CAP SER TR CAPTL EMERG INSTL | AT COST | $7,375 | $8,946 |
| ISHARES CORE S&P 500 ETF | AT COST | $30,611 | $30,782 |
| ISHARES TR RUSSELL 2000 ETF | AT COST | $40,853 | $40,780 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RIM SECURITIES ADVISORY FEES | CategoryTxt |
| Amt | $10,141 | Amt |
| Net Investment Income | $10,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID - RIM SECURITIES | $18 | $18 | $0 |
| FEDERAL EXCISE TAX | $6,131 | $0 | $0 |
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