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CONSTANCE AND BROOKS ROBINSON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CONSTANCE AND BROOKS ROBINSON CHARITABLE FOUNDATION INC (EIN 81-0873205)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202021969349100022
Schema version
2019v5.1
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)
Return2020-07-14T12:40:47-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DRIVE SUITE 1400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810873205EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONSTANCE & BROOKS ROBINSON CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCONSBusinessNameControlTxt
Phone4109029599PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 N GREENWOOD STAddressLine1Txt
CityLAGRANGECityNm
State AbbreviationGAStateAbbreviationCd
ZIP302402604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4109029599PhoneNum
Signature2020-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN BERGERPreparerPersonNm
PTINP00287311PTIN
Phone4102469301PhoneNum
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$1,630,680FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,579ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,809InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,809InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,123DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,123DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,727NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$297,999GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,727CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$110,238TotalRevAndExpnssAmt
Total Net Invst Incm$59,659TotalNetInvstIncmAmt
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$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$223TaxesRevAndExpnssAmt
Taxes Net Invst Incm$223TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,494OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,494OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,717TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,717TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,498ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,498ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,215TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,717TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$81,498TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,023ExcessRevenueOverExpensesAmt
Net Investment Income$40,942NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,162CashBOYAmt
Cash EOY$58,144CashEOYAmt
Cash EOYFMV$58,144CashEOYFMVAmt
Corporate Stock BOY$756,620CorporateStockBOYAmt
Corporate Stock EOY$802,544CorporateStockEOYAmt
Corporate Stock EOYFMV$1,223,570CorporateStockEOYFMVAmt
Corporate Bonds BOY$348,599CorporateBondsBOYAmt
Corporate Bonds EOY$291,036CorporateBondsEOYAmt
Corporate Bonds EOYFMV$298,395CorporateBondsEOYFMVAmt
Other Investments BOY$41,347OtherInvestmentsBOYAmt
Other Investments EOY$42,874OtherInvestmentsEOYAmt
Other Investments EOYFMV$50,571OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,184,728TotalAssetsBOYAmt
Total Assets EOY$1,194,598TotalAssetsEOYAmt
Total Assets EOYFMV$1,630,680TotalAssetsEOYFMVAmt
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$1,184,728RetainedEarningBOYAmt
Retained Earning EOY$1,194,598RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,184,728TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,194,598TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,184,728TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,194,598TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,184,728TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,023ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,194,751SubtotalAmt
Other Decreases$153OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,194,598TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySYNOVUSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$297,999GrossSalesPriceAmt
Cost Or Other Basis$268,272CostOrOtherBasisAmt
Gain Or Loss$29,727GainOrLossAmt
Gains Minus Excess Or Losses$29,727GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$29,727CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$79,528AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,481,421NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053684DistributionYr1Rt
Adjusted Qlfy Distri Yr2$89,846AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,398,507NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.064244DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,306AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,117,417NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041440DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.159368TotalDistributionRt
Average Distribution0.039842AverageDistributionRt
Net Vl Noncharitable Assets$1,534,196NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$61,125AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$409NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$61,534AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$81,498QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$409InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$409SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$409TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$378EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$378TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$31TaxDueAmt

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 BooksBROOKS D ROBINSONIndividualWithBooksNm
Phone7068802285PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 NORTH GREENWOOD STREETAddressLine1Txt
CityLAGRANGECityNm
State AbbreviationGAStateAbbreviationCd
ZIP30240ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BROOKS C ROBINSON
200 N GREENWOOD STREETLAGRANGEGA30240PRESIDENT1.00$0$0$0
CONSTANCE B ROBINSON
200 N GREENWOOD STREETLAGRANGEGA30240VICE PRESIDENT1.00$0$0$0
BROOKS D ROBINSON
200 N GREENWOOD STREETLAGRANGEGA30240TREASURER1.00$0$0$0
CHRISTOPHER L ROBINSON
200 N GREENWOOD STREETLAGRANGEGA30240DIRECTOR1.00$0$0$0
MICHAEL P ROBINSON
200 N GREENWOOD STREETLAGRANGEGA30240DIRECTOR1.00$0$0$0
DIANA A FARLEY
200 N GREENWOOD STREETLAGRANGEGA30240DIRECTOR1.00$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$1,454,457AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$103,102AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,557,559TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,557,559AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,363CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,534,196NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,710MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,710MinimumInvestmentReturnAmt
Tax Based On Investment Income$409TaxBasedOnInvestmentIncomeAmt
Total Tax$409TotalTaxAmt
Distributable Before Adj$76,301DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$76,301DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$76,301DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,498ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$81,498QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$409PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$81,089AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$76,301DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$13,819ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,225ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,397ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,441TotalExcessDistributionCyovAmt
Qualifying Distributions$81,498QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$76,301AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,197RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$45,638TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$25,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,638ExcessDistriCyovToNextYrAmt
Excess From Year2$9,044ExcessFromYear2Amt
Excess From Year1$6,397ExcessFromYear1Amt
Excess From Current Year$5,197ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBROOKS C ROBINSONContributingManagerNm
Contributing ManagerCONSTANCE B ROBINSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUB OF WEST GA
115 E W CANNON STLAGRANGEGA30240NONEPCCHARITABLE$5,000
CATHOLIC CHARITIES OF BALTIMORE
320 CATHEDRAL STREET 3RD FLBALTIMOREMD21201NONEPCCHARITABLE$15,000
JOHNS HOPKINS MEDICINE
600 N WOLFE ST CMSC 130BALTIMOREMD21287NONEPCCHARITABLE$15,000
LAFAYETTE SOCIETY OF PERFORMING ARTS
214 BULL STREETLAGRANGEGA30240NONEPCCHARITABLE$7,998
MARYLAND PUBLIC TELEVISION
PO BOX 13183BALTIMOREMD21203NONEPCCHARITABLE$10,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROADJACKSONVILLEFL32256NONEPCCHARITABLE$15,000
SEMPER FI FUND
825 COLLEGE BLVD SUITE 102 PMB 609OCEANSIDECA92057NONEPCCHARITABLE$11,000
CYSTIC FIBROSIS FOUNDATION
1604 VERMONT AVENUE NWWASHINGTONDC20009NONEPCCHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,498TotalGrantOrContriPdDurYrAmt
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$1,809ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,123ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,727ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$59,659ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,659TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LUPTON'S SPORTS LLC
1433 HAHN RDWESTMINSTERMD21157$5,000Yes (X)
BALTIMORE ORIOLES FOUNDATION
2333 W CAMDEN STREETBALTIMOREMD21201$25,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIRST TR EXCHANGE TRADED FD IV FIRST TR$64,469$64,597
ISHARES TR BARCLAYS 7 10 YR$30,749$30,311
ISHARES TRUST 1-3 YEAR TREASURY BOND ETF$23,255$23,273
VANGUARD BD INDEX FUND INC TOTAL BOND$44,721$46,123
VANGUARD SCOTTSDALE FDS INTER TERM TREAS$37,482$39,540
ISHARES TR US TREAS BD ETF$90,360$94,551

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES RUSSELL MIDCAP GROWTH$73,194$129,693
ISHARES RUSSELL 1000 GROWTH ETF$175,610$328,970
ISHARES RUSSELL 1000 VALUE ETF$189,558$274,325
VANGUARD GROUP DIV APP ETF$35,679$59,837
VANGUARD INTL EQUITY INDEX FDS FTSE$21,415$26,370
VANGUARD INTL EQUITY INDEX FUND INC FTSE$34,883$39,801
VANGUARD WORLD FD MEGA CAP GROWTH ETF$72,187$134,736
ISHARES MSCI EAFE ETF$7,959$7,985
ISHARES RUSSELL MIDCAP VALUE ETF$33,746$45,963
SPDR PORTFOLIO S&P 500 GROWTH ETF$76,068$86,586
VANECK VECTORS ETF TRUST GOLD MINERS ETF$82,245$89,304

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD REAL ESTATE ETFCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$42,874BookValueAmt
EOYFMV$50,571EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO BASISDesc
Amt$153Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSYNOVUS MANAGEMENT FEESDesc
Revenue And Expenses Per Books$15,494RevenueAndExpensesPerBooksAmt
Net Investment Income$15,494NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$223Amt
Net Investment Income$223NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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