BROWN FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BROWN FAMILY FOUNDATION INC (EIN 52-2156982)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-05
IRS object ID
202011269349100221
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)
Return2020-05-05T14:00:39-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522156982EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BROWN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBROWBusinessNameControlTxt
Phone4108954808PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19AddressLine1Txt
CityBUTLERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ DORSEY BROWNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108954808PhoneNum
Signature2020-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA STRONGPreparerPersonNm
PTINP01011712PTIN
Phone4433918580PhoneNum
Preparation2020-05-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.106.236.35IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-05IPDt
IP Tm15:00:31IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id076D26B88E45D9E504E332853642BA19242DE90FAtSubmissionCreationDeviceId
At Submission Filing Device Id4CB5E27FB9CD2BD3E5902253ADB39D2499CCB3AFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,816,394FMVAssetsEOYAmt
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$92,594DividendsRevAndExpnssAmt
Dividends Net Invst Incm$92,594DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$47,025NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,565GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$45,569TotalRevAndExpnssAmt
Total Net Invst Incm$92,594TotalNetInvstIncmAmt
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$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,522OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,522OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25,076TaxesRevAndExpnssAmt
Taxes Net Invst Incm$76TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,123TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,598TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$227,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$227,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$258,123TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,598TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$231,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$212,554ExcessRevenueOverExpensesAmt
Net Investment Income$90,996NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,520,433CashBOYAmt
Cash EOY$926,265CashEOYAmt
Cash EOYFMV$926,265CashEOYFMVAmt
Corporate Stock BOY$1,746,176CorporateStockBOYAmt
Corporate Stock EOY$1,656,168CorporateStockEOYAmt
Corporate Stock EOYFMV$3,413,849CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$447,133OtherInvestmentsEOYAmt
Other Investments EOYFMV$476,280OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,266,609TotalAssetsBOYAmt
Total Assets EOY$3,029,566TotalAssetsEOYAmt
Total Assets EOYFMV$4,816,394TotalAssetsEOYFMVAmt
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$3,266,609RetainedEarningBOYAmt
Retained Earning EOY$3,029,566RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,266,609TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,029,566TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,266,609TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,029,566TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,266,609TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$212,554ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,054,055SubtotalAmt
Other Decreases$24,489OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,029,566TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-03-19AcquiredDt
Sold2019-10-16SoldDt
Gross Sales Price$36,565GrossSalesPriceAmt
Cost Or Other Basis$83,590CostOrOtherBasisAmt
Gain Or Loss-$47,025GainOrLossAmt
Gains Minus Excess Or Losses-$47,025GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$47,025CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$151,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,821,198NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.039647DistributionYr1Rt
Adjusted Qlfy Distri Yr2$159,862AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,968,116NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053860DistributionYr2Rt
Adjusted Qlfy Distri Yr3$139,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,587,189NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053920DistributionYr3Rt
Adjusted Qlfy Distri Yr4$104,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,076,193NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.033808DistributionYr4Rt
Adjusted Qlfy Distri Yr5$110,605AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,551,104NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043356DistributionYr5Rt
Total Distribution0.224591TotalDistributionRt
Average Distribution0.044918AverageDistributionRt
Net Vl Noncharitable Assets$4,438,748NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$199,380AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$910NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$200,290AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$231,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$910InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$910SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$910TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,640EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,640TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,730OverpaymentAmt
Applied To ES Tax$2,500AppliedToESTaxAmt
Refund$4,230RefundAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 BooksJ DORSEY BROWN IIIIndividualWithBooksNm
Phone4103705266PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19AddressLine1Txt
CityBUTLERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21023ZIPCd
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
J DORSEY BROWN III
PO BOX 19BUTLERMD21023DIRECTOR/PRES/TREAS1.00$0$0$0
J DORSEY BROWN IV
1500 LOCUST AVETOWSONMD21204DIRECTOR/VP/SEC1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,070,872AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,435,471AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,506,343TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,506,343AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,595CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,438,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$221,937MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$221,937MinimumInvestmentReturnAmt
Tax Based On Investment Income$910TaxBasedOnInvestmentIncomeAmt
Total Tax$910TotalTaxAmt
Distributable Before Adj$221,027DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$221,027DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$221,027DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$231,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$231,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$910PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$230,615AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$221,027DistributableAsAdjustedAmt
Undistributed Income PY$134,333UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$231,525QualifyingDistributionsAmt
Applied To Year1$134,333AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$97,192AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$123,835UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
B MORE CLUBHOUSE INC
9 EAST FRANKLIN STBALTIMOREMD21202PCCHARITABLE GIVING$15,000
BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC
808 N CHARLES STREETBALTIMOREMD21201PCCHARITABLE GIVING$7,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403PCCHARITABLE GIVING$20,000
CRISTO RAY JESUIT HIGH SCHOOL
420 SOUTH CHESTER STREETBALTIMOREMD21231PCCHARITABLE GIVING$20,000
FIRST FRUITS FARM INC
2025 FREELAND FARM RDFREELANDMD21053PCCHARITABLE GIVING$20,000
FREEDOM GOLF
504 BURR RDBURR RIDGEIL60527PCCHARITABLE GIVING$1,000
GREATER BALTIMORE MEDICAL CENTER
6701 NORTH CHARLES STREETTOWSONMD21204PCCHARITABLE GIVING$1,000
HEALTHY PENINSULA
PO BOX 945BLUE HILLME04614PCCHARITABLE GIVING$10,000
IRVINE NATURAL SCIENCE CENTER INC
11201 GARRISON FOREST RDOWINGS MILLSMD21117PCCHARITABLE GIVING$6,000
JOHN HOPKINS SCHWEIZER PSYCHIATRY
550 NORTH BROADWAY914BALTIMOREMD21205PCCHARITABLE GIVING$4,000
KIEVE-WAVUS EDUCATION INC
PO BOX 169NOBLEBOROME04555PCCHARITABLE GIVING$4,000
KIPP BALTIMORE
2000 EDGEWOOD STBALTIMOREMD21216PCCHARITABLE GIVING$40,000
LADEW TOPIARY GARDENS
335 JARRETTSVILLE PIKEMONKTONMD21111PCCHARITABLE GIVING$9,000
MARYLAND ENVIRONMENTAL TRUST
100 COMMUNITY PL 3RD FLCROWNSVILLEMD21032PCCHARTIABLE GIVING$2,000
MARYLAND PUBLIC TELEVISION - LEADERSHIP SOCIETY
PO BOX 332OWINGS MILLSMD21117PCCHARITABLE GIVING$3,000
MARYLAND SPCA
3300 FALLS RDBALTIMOREMD21211PCCHARITABLE GIVING$6,000
MID-ATLANTIC HORSE RESCUE
PO BOX 407CHESAPEAKE CITYMD21915PCCHARITABLE GIVING$10,000
PENINSULA AMBULANCE CORPS
PO BOX 19BLUE HILLME04614PCCHARITABLE GIVING$1,000
ROSE OF SHARON EQUESTRIAN SCHOOL INC
5630 SHARON DRGLEN ARMMD21057PCCHARITABLE GIVING$5,000
SAINT IGNATIUS LOYOLA ACADEMY
300 EAST GITTINGS STBALTIMOREMD21230PCCHARITABLE GIVING$15,000
ST FRANCIS XAVIER CATHOLIC CHURCH
13717 CUBA RDHUNT VALLEYMD20130PCCHARITABLE GIVING$5,000
TREE OF LIFE
PO BOX 1329BLUE HILLME04614PCCHARITABLE GIVING$10,000
TRINITY WASHINGTON COLLEGE
300 SUMMIT STHARTFORDCT06106PCCHARITABLE GIVING$5,000
VALLEY PLANNING
PO BOX 5402TOWSONMD21285PCCHARITABLE GIVING$6,000
FOREVER MARYLAND FDN
9 NEWPORT DRIVE 200FOREST HILLMD21050PCCHARITABLE GIVING$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$227,000TotalGrantOrContriPdDurYrAmt
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$92,594ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$47,025ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$45,569ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,569TotalIncomeProducingActyAmt

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$4,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,500DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIES WILMINGTON TRUSTStockNm
EOY Book Value$1,656,168EOYBookValueAmt
EOYFMV$3,413,849EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemNGL ENERGY PARTNERS LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$447,133BookValueAmt
EOYFMV$476,280EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNRELATED BUSINESS LOSS FROM PUBLICLY TRADED PARTNERSHIPDesc
Amt$24,489Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEEDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAGENCY FEESCategoryTxt
Amt$1,522Amt
Net Investment Income$1,522NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$25,000$0$0
FOREIGN TAXES$76$76$0

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