J S PLANK AND D M DICARLO FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- J S PLANK AND D M DICARLO FAMILY FOUNDATION INC (EIN 71-1040599)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349102385
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T15:53:09-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520982413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSS MENDELSOHN & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PORTER STREET SUITE 500 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 711040599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JS PLANK & DM DICARLO FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JSPL | BusinessNameControlTxt |
| Phone | 4104546441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 EAST FORT AVENUE NO 900 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT PLANK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4104546441 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A GOLDNER | PreparerPersonNm |
| PTIN | P00519225 | PTIN |
| Phone | 4106855512 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 144.121.150.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 15:53:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E33FA3C6731B899018F216B58CEE34DDFD609A83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,345,033 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $114,014 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,014 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,869,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,708,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,869,128 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,547 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,547 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,985,689 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,985,689 | 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 |
| Other Prof Fees Rev And Expnss | $248,640 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,779 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $890 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $271,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,085,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,085,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,356,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,085,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,371,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,983,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,448 | CashBOYAmt |
| Cash EOY | $952,300 | CashEOYAmt |
| Cash EOYFMV | $952,300 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $409,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $4,666,843 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,825,565 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,387,307 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,141 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,401 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,426 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,214,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,783,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,345,033 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,374,140 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,313,985 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,374,140 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,313,985 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,840,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,469,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,840,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,469,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,214,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,783,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,840,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,371,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,469,281 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,469,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS - 6702 | 2000-01-01 | 2019-12-31 | $1,845,725 | $1,839,424 | $6,301 | $6,301 | |
| GOLDMAN SACHS - 2486 | 2000-01-01 | 2019-12-31 | $1,858,868 | $1,858,868 | $1,858,868 | ||
| CAPITAL GAINS DIVIDENDS | $3,959 | $3,959 | $3,959 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,869,128 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,716,738 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,881,122 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.344715 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,795,364 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,759,852 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.489103 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,288,287 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,348,848 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.471073 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,197,447 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,966,014 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.157342 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,090,454 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,413,601 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.168400 | DistributionYr5Rt |
| Total Distribution | 1.630633 | TotalDistributionRt |
| Average Distribution | 0.326127 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,801,146 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,891,910 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,830 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,911,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,085,520 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,179 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,179 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,349 | OverpaymentAmt |
| Applied To ES Tax | $24,349 | 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 |
| Individual With Books | VICKIE L HILDITCH | IndividualWithBooksNm |
| Phone | 4434781200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 EAST FORT AVENUE NO 900 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| J SCOTT PLANK | ||||||||
| 900 EAST FORT AVENUE STE 900 | BALTIMORE | MD | 21230 | PRESIDENT/TREAS | 0.00 | $0 | $0 | $0 |
| DANA M DICARLO | ||||||||
| 900 EAST FORT AVENUE STE 900 | BALTIMORE | MD | 21230 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MORRIS L GARTEN | ||||||||
| 10096 RED RUN BOULEVARD SUITE 200 | OWINGS MILLS | MD | 21117 | SECRETARY | 0.00 | $0 | $0 | $0 |
| DAVID A GOLDNER | ||||||||
| 1801 PORTER STREET SUITE 500 | BALTIMORE | MD | 21230 | TREASURER | 0.00 | $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 | $5,017,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $871,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,889,488 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,889,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,342 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,801,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,830 | TotalTaxAmt |
| Distributable Before Adj | $270,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $270,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $270,227 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,085,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,085,520 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,830 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,065,690 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,575,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,513,791 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,634,983 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,445,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,359,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,529,637 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,085,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $270,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,815,293 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,344,930 | 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 | $1,575,596 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,769,334 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,513,791 | ExcessFromYear4Amt |
| Excess From Year3 | $5,634,983 | ExcessFromYear3Amt |
| Excess From Year2 | $3,445,979 | ExcessFromYear2Amt |
| Excess From Year1 | $2,359,288 | ExcessFromYear1Amt |
| Excess From Current Year | $2,815,293 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J SCOTT PLANK | ContributingManagerNm |
| Contributing Manager | DANA M DICARLO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN SCHOOL OF BARCELONA | |||||||||||
| 08950 ESPLUGUES DE LLOBREGAT | BARCELONA | SP | NONE | PUBLIC | UNRESTRICTED | $1,195 | |||||
| BALTIMORE CHESAPEAKE BAY OUTWARD BOUND SCHOOL | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $5,000 | 1900 EAGLE DRIVE | BALTIMORE | MD | 21207 | ||||
| BALTIMORE SCHOOL FOR THE ARTS | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $8,150 | 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | ||||
| BOXING FOR BOOKS | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $4,000 | 900 E FORT AVE 4TH FLOOR | BALTIMORE | MD | 21230 | ||||
| BUILDING STEPS FOUNDATION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $50,000 | PO BOX 1393 | BROOKLANDVILLE | MD | 21022 | ||||
| CHILDREN'S CHORUS OF MARYLAND | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $50,807 | 100 E PENNSYLVANIA AVE | TOWSON | MD | 21286 | ||||
| CIRCADIUM | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $801 | 6452 GREENE ST | PHILADELPHIA | PA | 19119 | ||||
| EAGLES MERE AMBULANCE ASSOCAITION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $500 | 49 FERN LANE | EAGLES MERE | PA | 17731 | ||||
| EAGLES MERE ATHLETIC ASSOCIATION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $6,828 | PO BOX 308 | EAGLES MERE | PA | 17731 | ||||
| EAGLES MERE CONSERVANCY | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $3,000 | PO BOX 64 | EAGLES MERE | PA | 17731 | ||||
| EAGLES MERE FRIENDS OF THE ARTS | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $1,000 | 891 LA PORT AVE | EAGLES MERE | PA | 17731 | ||||
| EAGLES MERE FOUNDATION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $1,500 | 487 LAKEWOOD AVE | EAGLES MERE | PA | 17731 | ||||
| EAGLES MERE MUSEUM | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $1,000 | 288 EAGLES MERE AVE | EAGLES MERE | PA | 17731 | ||||
| ENOCH PRATT FREE LIBRARY | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $1,000 | 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | ||||
| EVERYMAN THEATRE BALTIMORE | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $5,000 | 315 W FAYETTE ST | BALTIMORE | MD | 21201 | ||||
| FESTIVAL FRINGE SOCIETY LTD | |||||||||||
| 180 HIGH STREET | EDINBURGH | UK | NONE | PUBLIC | UNRESTRICTED | $10,000 | EH1 1QS | ||||
| FUSION PARTNERSHIP | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $2,500 | 1601 GUILFORD AVENUE 2 SOUTH | BALTIMORE | MD | 21202 | ||||
| HEAVEN ON EARTH NOW INC | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $3,000 | PO BOX 33938 | NORTHGLENN | CO | 80233 | ||||
| HIPPODROME FOUNDATION INC | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $3,600 | 416 WEST BALTIMORE STREET | BALTIMORE | MD | 21201 | ||||
| IFP FISCAL SPONSORSHIP | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $150,000 | 55 WASHINTON STREET SUITE 324 | BROOKLYN | NY | 11201 | ||||
| INDEPENDENT ARTS & MEDIA | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $10,000 | PO BOX 420442 | SAN FRANCISCO | CA | 94142 | ||||
| JAMES MCHENRY ELEMENTARY SCHOOL | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $842 | 31 S SCHROEDER ST | BALTIMORE | MD | 21223 | ||||
| JUNIOR LEAGUE OF BALTIMORE | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $5,000 | 5902 YORK RD | BALTIMORE | MD | 21212 | ||||
| KENNEDY KRIEGER INSTITUTE | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $1,000 | 707 N BROADWAY | BALTIMORE | MD | 21205 | ||||
| LITTLE HILL FOUNDATION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $500 | 61 WARD ROAD | BLAIRSTOWN | NJ | 07825 | ||||
| LIVING CLASSROOM FOUNDATION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $10,000 | 802 S CAROLINE ST | BALTIMORE | MD | 21231 | ||||
| MARIPOSA | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $32,500 | 1500 UNION AVENUE STE 1310 | BALTIMORE | MD | 21211 | ||||
| MCDONOGH SCHOOL | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $28,614 | 8600 MCDONOGH RD | OWINGS MILLS | MD | 21117 | ||||
| METROPOLE FILM BOARD | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $150,000 | 155 WEST 72ND STREET | NEW YORK | NY | 10023 | ||||
| PATRIOTPOINT LLC | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $25,000 | 1742 B STREET NW | WASHINGTON | DC | 20036 | ||||
| PEOPLE ENCOURAGING PEOPLE INC | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $45,000 | 22 S HOWARD STREET | BALTIMORE | MD | 21201 | ||||
| PERRY HALL GIRLS LACROSSE | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $500 | 9033 HONEYGO BOULEVARD | PERRY HALL | MD | 21128 | ||||
| PORT DISCOVERY | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $546,885 | 35 MARKET PLACE | BALTIMORE | MD | 21202 | ||||
| ROBIN HOOD FOUNDATION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $2,000 | 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | ||||
| ROLAND PARK BASEBALL LEAGUE | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $26,095 | 4612 ROLAND AVENUE | BALTIMORE | MD | 21210 | ||||
| RONALD MCDONALD HOUSE CHARITIES OF BALTIMORE | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $57,786 | 635 W LEXINGTON STREET | BALTIMORE | MD | 21201 | ||||
| SANIBEL CONGREGATIONAL UNITED CHURCH OF CHRIST | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $500 | 2050 PERIWINKLE WAY | SANIBEL | FL | 33957 | ||||
| SANIBEL SEA SCHOOL | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $484,740 | PO BOX 1229 | SANIBEL | FL | 33957 | ||||
| SAUSALITO FOUNDATION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $1,000 | PO BOX 567 | SAUSALITO | CA | 94966 | ||||
| SHERWOOD GARDENS | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $6,100 | 4310 UNDERWOOD ROAD | BALTIMORE | MD | 21218 | ||||
| SMARTYSCHOLARS INC | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $5,145 | 318 WYNDHURST AVENUE | BALTIMORE | MD | 21210 | ||||
| SMITH COLLEGE | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $32,192 | 7 COLLEG LN | NORTHAMPTON | MA | 01063 | ||||
| SUNDANCE INSTITUTE | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $30,000 | 5900 WILSHIRE BLVD STE 800 | LOS ANGELES | CA | 90036 | ||||
| SWIM ACROSS AMERICA | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $10,000 | ONE INTERNATIONAL PLACE | BOSTON | MA | 02110 | ||||
| THE WALDORF SCHOOL | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $113,638 | 4801 TAMARIND RD | BALTIMORE | MD | 21209 | ||||
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $3,000 | 4603 CALVERY ROAD | COLLEGE PARK | MD | 20740 | ||||
| VIVA HOUSE BALTIMORE CATHOLIC | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $200 | 26 S MOUNT STREET | BALTIMORE | MD | 21223 | ||||
| WAR HORSE CITIES COMMUNITY DEVELOPMENT CORPORATION INC | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $1,032,398 | 900 E FORT AVENUE STE 900 | BALTIMORE | MD | 21230 | ||||
| YOUR PUBLIC RADIO CORPORATOIN | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $180 | 2216 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | ||||
| ZONTA INTERNATIONAL FOUNDATION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $600 | 1200 HARGER ROAD SUITE 330 | OAK BROOK | IL | 60523 | ||||
| GBMC FOUNDATION | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $105 | 6701 NORTH CHARLES STREET | TOWSON | MD | 21204 | ||||
| THE MARYLAND FILM FESTIVAL | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $450 | PO BOX 13246 | BALTIMORE | MD | 21203 | ||||
| BALTIMORE POLICE WESTERN DISTRICT | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $8,915 | 1034 N MOUNT STREET | BALTIMORE | MD | 21217 | ||||
| EVERFI | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $100,000 | 332 CONGRESS STREET 3RD FLOOR | BOSTON | MA | 02210 | ||||
| WOMEN MAKE MOVIES | |||||||||||
| NONE | PUBLIC | UNRESTRICTED | $5,754 | 115 W 29TH STREET SUITE 1200 | NEW YORK | NY | 10001 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,085,520 | 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 | $114,014 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,869,128 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BREATHE BOOKS K-1 | Desc |
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,985,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,985,689 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS | AT COST | $2,294,076 | $2,855,818 |
| BREATHE BOOKS, LLC | AT COST | $46,675 | $46,675 |
| AQUA SPARK | AT COST | $484,814 | $484,814 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $962 | $1,052 | $1,052 |
| FEDERAL INCOME TAXES RECEIVABLE | $4,179 | $4,349 | $4,374 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $865 | $865 | $0 |
| LICENSES & PERMITS | $25 | $25 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BREATHE BOOKS K-1 | Desc |
| Revenue And Expenses Per Books | $2,547 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,547 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,547 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO WAR HORSE | $1,309,889 | $1,313,985 |
| BANK OVERDRAFT | $64,251 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $26,152 | $0 | $0 |
| MANAGEMENT FEES | $222,488 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $19,830 | $0 | $0 |
| FOREIGN TAXES PAID | $1,779 | $1,779 | $0 |
| PENALTIES | $41 | $0 | $0 |
Comments