CONTINO FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CONTINO FAMILY FOUNDATION (EIN 86-1116070)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349103454
- 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 Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T13:13:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E PRATT STREET SUITE 525 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 | 861116070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Contino Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONT | BusinessNameControlTxt |
| Phone | 4107719596 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co PBMares 500 E Pratt St No 5 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francis A Contino | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4107719596 | 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 | Francis | PersonFirstNm |
| Person Last | Contino | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracey A Powell CPA | PreparerPersonNm |
| PTIN | P01515551 | PTIN |
| Phone | 4106596200 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $2,316,761 | 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 | $220,668 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $28,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $276,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $857,445 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $276,331 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $525,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $304,697 | 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 | $5,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,320 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $4,920 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,920 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $262,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $258,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $299,777 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,941 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,827 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,827 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $741 | AcctRcvblAmt |
| Acct Rcvbl BOY | $31 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $741 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $741 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $222,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $222,170 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,287,598 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $631,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $627,047 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $906,595 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $890,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $971,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,316,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $958,960 | CapitalStockBOYAmt |
| Capital Stock EOY | $782,301 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$68,641 | RetainedEarningBOYAmt |
| Retained Earning EOY | $189,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $890,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $971,785 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $890,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $971,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $890,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $258,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,148,444 | SubtotalAmt |
| Other Decreases | $176,659 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $971,785 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicily Traded Securities | D | $246,102 | $44,985 | $201,117 | $201,117 |
| Publicily Traded Securities | P | $591,262 | $536,129 | $55,133 | $55,133 |
| Capital Gains Dividends | P | $20,081 | $20,081 | $20,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $276,331 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,167 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,167 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | 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 | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,767 | TaxDueAmt |
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 |
| Individual With Books | DLA Piper US LLLP | IndividualWithBooksNm |
| Phone | 4105804172 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093600 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francis A Contino | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 Daniels Parkway 29-208 | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,108,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,669 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $741 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,201,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,201,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,168,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,167 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,167 | TotalTaxAmt |
| Distributable Before Adj | $104,253 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,253 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,253 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $262,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $262,320 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $262,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $267,822 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,026 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $101,784 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $115,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $200,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $812,499 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $262,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $158,067 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $970,566 | 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 | $267,822 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $702,744 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,026 | ExcessFromYear4Amt |
| Excess From Year3 | $101,784 | ExcessFromYear3Amt |
| Excess From Year2 | $115,612 | ExcessFromYear2Amt |
| Excess From Year1 | $200,255 | ExcessFromYear1Amt |
| Excess From Current Year | $158,067 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Francis A Contino | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Archbishops Annual Appeal | |||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | N/A | PC | General Support | $20,000 |
| Calvert Hall College HS | |||||||
| 8102 Lasalle Road | Towson | MD | 21286 | N/A | PC | General Support | $5,000 |
| Carson Scholars Fund | |||||||
| 305 W Chesapeake Ave | Towson | MD | 21204 | N/A | PC | General Support | $2,500 |
| Catholic Community of St Francis Xavier | |||||||
| 13717 Cuba Road PO Box 407 | Hunt Valley | MD | 21030 | N/A | PC | General Support | $15,000 |
| Cristo Rey Jesuit HS | |||||||
| 420 S Chester St | Baltimore | MD | 21231 | N/A | PC | General Support | $5,000 |
| First Tee of Greater Baltimore | |||||||
| 303 International Circle | Cockeysville | MD | 21030 | N/A | PC | General Support | $2,500 |
| Lee Memorial Hospital of Florida | |||||||
| 9981 S Heathpark Dr | Fort Myers | FL | 33908 | N/A | PC | General Support | $5,000 |
| Morgan Family Foundation | |||||||
| 11535 Pebblecreek Dr | Lutherville | MD | 21093 | N/A | PC | General Support | $2,000 |
| Notre Dame of Maryland University | |||||||
| 4701 North Charles Street | Baltimore | MD | 21210 | N/A | PC | General Support | $15,000 |
| Saint James Academy | |||||||
| 3100 Monkton Road | Monkton | MD | 21111 | N/A | PC | General Support | $2,500 |
| Search Ministries Inc | |||||||
| 5038 Dorsey Hall Dr | Ellicott City | MD | 21042 | N/A | PC | General Support | $2,500 |
| St Patrick's Chapel Historical Society Inc | |||||||
| 187 Harrisville Road | Colora | MD | 21917 | N/A | PC | General Support | $2,500 |
| United Way of Central MD | |||||||
| 100 S Charles St | Baltimore | MD | 21201 | N/A | PC | Further allocation for general support to Partners in Excellence, St. Francis Church, Catholic Charities, United Way, Cristo Rey Jesuit HS scholarships for inner city youth | $140,000 |
| University of MD | |||||||
| 2119 Main Administration | College Park | MD | 20742 | N/A | PC | General Support | $10,000 |
| Univesity of Maryland St Joseph Medical Center Foundation | |||||||
| 7601 Osler Dr | Towson | MD | 21204 | N/A | PC | General Support | $2,500 |
| Wilmer Eye Institute | |||||||
| 1800 Orleans St | Baltimore | MD | 21287 | N/A | PC | General Support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,000 | 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 | $28,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $276,331 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $304,697 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $304,697 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Francis A and Betty Contino | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16940 Timberlakes Dr | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $220,668 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 300 shares of Mettler-Toledo International Inc. | NoncashPropertyDesc |
| Fair Market Value | $220,668 | FairMarketValueAmt |
| Received | 2020-05-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $5,320 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,320 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| McCormick non-voting stock | $44,276 | $250,472 |
| McCormick voting stock | $177,894 | $1,037,126 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Akre Focus Fund Retail | AT COST | $46,931 | $158,718 |
| MFS Value Class A | AT COST | $49,580 | $82,720 |
| Franklin Growth | AT COST | $73,663 | $146,680 |
| TRP Value | AT COST | $15,577 | $21,948 |
| TRP QM US Small Cap | AT COST | $38,225 | $57,070 |
| Fairholme Fund | AT COST | $27,286 | $48,412 |
| Lord Abbett Short Duration Inc | AT COST | $56,306 | $57,268 |
| Dodge & Cox | AT COST | $37,944 | $37,158 |
| PIMCO Total Return Class A | AT COST | $140,361 | $138,073 |
| PIMCO Income Fund Institutional Fund | AT COST | $102,510 | $108,159 |
| American New Perspective C1 F2 | AT COST | $38,664 | $50,389 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV adjustment of stock received | $175,683 |
| Purchases adjustment | $976 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $4,920 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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