BETA

FEATHER FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FEATHER FOUNDATION INC (EIN 01-0632648)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-26
IRS object ID
202141169349100729
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)
Return2021-04-26T13:50:06-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830564535PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRENCH SHEPLEY & STRONG LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111350 MCCORMICK RD EP III STE 300AddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21031ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010632648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FEATHER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFEATBusinessNameControlTxt
Phone4108250374PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 816AddressLine1Txt
CityBROOKLANDVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP210220816ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDITH H GARRETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108250374PhoneNum
Signature2021-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDITHPersonFirstNm
Person LastGARRETTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA STRONGPreparerPersonNm
PTINP01011712PTIN
Phone4433918580PhoneNum
Preparation2021-04-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$5,227,653FMVAssetsEOYAmt
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$22,174DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,086DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$354,675NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$823,173GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$354,675CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$376,849TotalRevAndExpnssAmt
Total Net Invst Incm$373,761TotalNetInvstIncmAmt
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$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,899OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$26,317OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,582OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,275TaxesRevAndExpnssAmt
Taxes Net Invst Incm$275TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$120DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$717OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$717OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,711TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,592TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,999TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$315,695ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$315,695ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$349,406TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,592TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$320,694TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,443ExcessRevenueOverExpensesAmt
Net Investment Income$347,169NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$65,389CashBOYAmt
Cash EOY$313,356CashEOYAmt
Cash EOYFMV$313,356CashEOYFMVAmt
Corporate Stock BOY$1,983,997CorporateStockBOYAmt
Corporate Stock EOY$1,814,173CorporateStockEOYAmt
Corporate Stock EOYFMV$4,784,022CorporateStockEOYFMVAmt
Other Investments BOY$4,746OtherInvestmentsBOYAmt
Other Investments EOY$3,868OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,268OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,849LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,670LandBldgEquipAccumDeprecAmt
Land BOY$299LandBOYAmt
Land EOY$179LandEOYAmt
Land EOYFMV$179LandEOYFMVAmt
Other Assets BOY$919OtherAssetsBOYAmt
Other Assets EOY$125,828OtherAssetsEOYAmt
Other Assets EOYFMV$125,828OtherAssetsEOYFMVAmt
Total Assets BOY$2,055,350TotalAssetsBOYAmt
Total Assets EOY$2,257,404TotalAssetsEOYAmt
Total Assets EOYFMV$5,227,653TotalAssetsEOYFMVAmt
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$2,055,350RetainedEarningBOYAmt
Retained Earning EOY$2,257,404RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,055,350TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,257,404TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,055,350TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,257,404TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,055,350TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,443ExcessRevenueOverExpensesAmt
Other Increases$174,611OtherIncreasesAmt
Subtotal$2,257,404SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,257,404TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2020-12-31$186,928$178,220$8,708$8,708
PUBLICLY TRADED SECURITIESP2020-12-31$636,245$290,278$345,967$345,967
FieldValueIRS element (for citing)
Capital Gain Net Income$354,675CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,826InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,826SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,826TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$579EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$579TotalPaymentsAndCreditsAmt
Es Penalty$63EsPenaltyAmt
Tax Due$4,310TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4108250374PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 816AddressLine1Txt
CityBROOKLANDVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP210220816ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDITH H GARRETT
PO BOX 816BROOKLANDVILLEMD21022PRESIDENT/TREASURER2.00$0$0$0
JAMES R GARRETT
PO BOX 816BROOKLANDVILLEMD21022VICE PRESIDENT/SECRETARY1.00$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$4,246,592AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$261,943AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,508,535TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,508,535AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,628CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,440,907NetVlNoncharitableAssetsAmt
Minimum Investment Return$222,045MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$222,045MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,826TaxBasedOnInvestmentIncomeAmt
Total Tax$4,826TotalTaxAmt
Distributable Before Adj$217,219DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$217,219DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$217,219DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$320,694ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$320,694QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$320,694AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$217,219DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$7,505ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,505TotalExcessDistributionCyovAmt
Qualifying Distributions$320,694QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$217,219AppliedToCurrentYearAmt
Remaining Distri From Corpus$103,475RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$110,980TotalCorpusAmt
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$110,980ExcessDistriCyovToNextYrAmt
Excess From Year1$7,505ExcessFromYear1Amt
Excess From Current Year$103,475ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350ORG
PO BOX 843004BOSTONMA02284PUBLICUNRESTRICTED$300
ALEXANDER YOUTH NETWORK
6220 THERMAL RDCHARLOTTENC28211PUBLICUNRESTRICTED$1,500
B&O RAILROAD
901 W PRATT STREETBALTIMOREMD21223PUBLICUNRESTRICTED$300
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRBALTIMOREMD21218PUBLICUNRESTRICTED$2,500
CHURCH OF THE REDEEMER
5603 NORTH CHARLES STREETBALTIMOREMD21210PUBLICBOOTS FOR BALTIMORE$150
CALVERT SCHOOL
105 TUSCANY ROADBALTIMOREMD21210PUBLICCALVERT FUND AND INSTITUTE FOR LEADERSHIP & PURPOSE$6,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403PUBLICUNRESTRICTED$300
CHURCH OF THE REDEEMER
5603 NORTH CHARLES STREETBALTIMOREMD21210PUBLICUNRESTRICTED$10,000
EVERGREEN HOUSE FOUNDATION INC
4545 N CHARLES STBALTIMOREMD21210PUBLICUNRESTRICTED$1,500
FRIENDS OF THE PRINCETON UNIVERSITY
DILLON COURT WEST PRINCETONPRINCETONNJ08544PUBLICUNRESTRICTED$300UNIVERSITY
FUND FOR JOHNS HOPKINS MEDICINE
3400 N CHARLES STBALTIMOREMD21218PUBLICUNRESTRICTED$251,645
GILMAN SCHOOL
5407 ROLAND AVENUEBALTIMOREMD21210PUBLICUNRESTRICTED$1,500
GRACE UNITED METHODIST PRESCHOOL
5407 N CHARLES STBALTIMOREMD21210PUBLICUNRESTRICTED$1,000
HARVARD UNIVERSITY
13 APPIAN WAYCAMBRIDGEMA02138PUBLICUNRESTRICTED$300
INTERNATIONAL COLLEGE
215 PARK AVENUE SUITE 1710NEW YORKNY10003PUBLICTEACHING FELLOWS ENDOWED SCHOLARSHIP FUND$5,000
IRVINE NATURE CENTER
11201 GARRISON FOREST ROADOWINGS MILLSMD21117PUBLICBLUE BIRD HOUSES$1,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STBALTIMOREMD21218PUBLICDR. CHENG HEALTHY COMMUNITY FUND$2,500
MD HISTORICAL SOCIETY
201 WEST MONUMENT STREETBALTIMOREMD21201PUBLICUNRESTRICTED$500
MISS PORTER'S SCHOOL
60 MAIN STREETFARMINGTONCT06032PUBLICUNRESTRICTED$1,500
PARKS AND PEOPLE FOUNDATION
2100 LIBERTY HEIGHTS AVEBALTIMOREMD21217PUBLICUNRESTRICTED$5,500
POMFRET SCHOOL
398 POMFRET STPOMFRET CENTERCT06259PUBLICUNRESTRICTED$1,750
PRINCETON UNIVERSITY
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PUBLICUNRESTRICTED$2,000
QUEBEC-LABRADOE FOUNDATION
55 SOUTH MAIN STREETIPSWICHMA01938PUBLICUNRESTRICTED$500
ROLAND PARK COUNTRY SCHOOL
5204 ROLAND AVEBALTIMOREMD21210PUBLICUNRESTRICTED$4,000
ST PAUL'S SCHOOL
325 PLEASANT STCONCORDNH03301PUBLICUNRESTRICTED$1,750
THE CHURCH OF THE REDEEMER
5603 NORTH CHARLES STREETBALTIMOREMD21210PUBLICUNRESTRICTED$2,500
THE MARFAN FOUNDATION
22 MANHASSET AVENUEPORT WASHINGTONNY11050PUBLICUNRESTRICTED$500
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREETBALTIMOREMD21201PUBLICUNRESTRICTED$2,500
WAMU
4000 BRANDYWINE STREET NWWASHINGTONDC20016PUBLICUNRESTRICTED$300
WHEATON COLLEGE
WHEATON COLLEGENORTONMA02766PUBLICUNRESTRICTED$1,500
WVIA
100 WVIA WAYPITTSTONPA18640PUBLICUNRESTRICTED$300
WYPR
2216 N CHARLES STBALTIMOREMD21218PUBLICUNRESTRICTED$300
CHESAPEAKE BAY OUTWARD BOUND SCHOOL
1900 EAGLE DRBALTIMOREMD21207PUBLICUNRESTRICTED$3,500
JOHNS HOPKINS UNIVERSITY MUSEUMS
3400 N CHARLES STBALTIMOREMD21218PUBLICUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$315,695TotalGrantOrContriPdDurYrAmt
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$22,174ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$354,675ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$376,849ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$376,849TotalIncomeProducingActyAmt

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)
CategoryTAX PREPCategoryTxt
Amt$1,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,700DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER2012-02-29$1,280$640200DB5.000000000000$0$0
COMPUTER2017-12-05$1,569$1,270200DB5.000000000000$120$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierOTHER INCREASES TO CHANGES IN FUND BALANCESIdentifierTxt
Form And Line ReferenceFORM 990-PF PART IIIFormAndLineReferenceDesc
Medium ExplanationFOUNDATION CONTRIBUTED STOCK TO THE FUND FOR JOHNS HOPKINS MEDICINE ON FEBRUARY 14, 2020. THE TOTAL FAIR MARKET VALUE OF THE STOCK GIFTS IS $251,645. BELOW IS A SUMMARY OF THE STOCK GIFTED AND COST BASISSTOCK AND NUMBER OF SHARES COST BASIS AMERICAN TOWER, 100 SHARES $ 4,246BIO-TECHNE CORP, 50 SHARES 7,001BLACKLINE INC, 500 SHARES 14,902BROOKS AUTOMATION, 800 SHARES 21,271COSTAR GROUP, 18 SHARES 1,218ECOLAB INC, 150 SHARES 7,417FASTENAL CO, 300 SHARES 6,436MOODYS CORP, 100 SHARES 7,020ROPER TECHNOLOGIES, 72 SHARES 3,592TYLER TECHNOLOGIES, 50 SHARES 2,343VISA INC, 90 SHARES 1,588TOTAL COST BASIS $ 77,034DIFFERENCE BETWEEN FAIR MARKET VALUE AND COST BASIS OF $174,611 IS THE ADJUSTMENT TO FUND BALANCEMediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMANAGED ACCOUNT DF DENTStockNm
EOY Book Value$1,814,173EOYBookValueAmt
EOYFMV$4,784,022EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFNMA AND GNMACategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,868BookValueAmt
EOYFMV$4,268EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
COMPUTER$1,280$1,280$0
COMPUTER$1,569$1,390$179

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$919$0$0
UNSETTLED TRADE RECEIVABLES$0$125,828$125,828

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIES AND EXPENSESDesc
Revenue And Expenses Per Books$717RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$717DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST BASIS - STOCK GRANT TO CHARITY (SEE ATTACHED)Desc
Amt$174,611Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$26,317$26,317$0
BOOKKEEPING$2,582$0$2,582

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$275$275$0
EXCISE TAX$2,000$0$0

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