R SCOTT ROSENBERGER CHARITABLEFOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- R SCOTT ROSENBERGER CHARITABLEFOUNDATION INC (EIN 20-5925873)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202033109349100303
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T06:43:17-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAZELROD AND ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FAIRMOUNT AVE STE 300 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212861002 | 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 | 205925873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R Scott Rosenberger Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RSCO | BusinessNameControlTxt |
| Phone | 4104041199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 Boston Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R Scott Rosenberger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4104041199 | PhoneNum |
| Signature | 2020-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kira N Brucker | PreparerPersonNm |
| PTIN | P00017941 | PTIN |
| Phone | 4105837662 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.244.87.31 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 06:43:09 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EC6DEFC7E69A1F8F88CCB229B4DA5F9706891B34 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EC6DEFC7E69A1F8F88CCB229B4DA5F9706891B34 | 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 | $169,367 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,629 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $223 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $875 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $875 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $54,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,040 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $223 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,166 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $321 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $321 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $321 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $321 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,719 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $223 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,352 | CashBOYAmt |
| Cash EOY | $23,227 | CashEOYAmt |
| Cash EOYFMV | $23,227 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,440 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $92,812 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,243 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,700 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $124,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $174,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $169,367 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,650 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,650 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $123,664 | RetainedEarningBOYAmt |
| Retained Earning EOY | $173,041 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $173,041 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $124,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $174,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,848 | OtherIncreasesAmt |
| Subtotal | $173,041 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $173,041 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Publicly Traded - Ishares Barclays (Assetmark) | P | 2019-07-12 | 2019-09-13 | $6,094 | $0 | $6,000 | $94 | $0 | $0 | $0 | $94 |
| Publicly Traded - SPDR Portfolio - Assetmark | P | 2019-07-12 | 2019-09-13 | $2,087 | $0 | $1,986 | $101 | $0 | $0 | $0 | $101 |
| Publicly Traded - Ishares Barclays - Assetmark | P | 2019-07-12 | 2019-09-13 | $4,020 | $0 | $3,992 | $28 | $0 | $0 | $0 | $28 |
| Capital Gain distributions & Passthrough | P | 2018-01-01 | 2019-12-31 | $1,406 | $0 | $0 | $1,406 | $0 | $0 | $0 | $1,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,629 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $223 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $91,420 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.139466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $68,413 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051160 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,872 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.399091 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,395 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 1.589717 | TotalDistributionRt |
| Average Distribution | 0.529906 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $147,787 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,313 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $37 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $78,350 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $74 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $74 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $74 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | R Scott Rosenberger | IndividualWithBooksNm |
| Phone | 4104041199 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 Boston Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| R SCOTT ROSENBERGER | ||||||||
| 3500 BOSTON STREET | BALTIMORE | MD | 21224 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| WILLIAM H BILGER III | ||||||||
| 3500 BOSTON STREET | BALTIMORE | MD | 21224 | TREASURER | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $96,528 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,038 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $150,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,251 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $147,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74 | TotalTaxAmt |
| Distributable Before Adj | $7,315 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,315 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,315 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,315 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $262 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,891 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,856 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,179 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,267 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,685 | RemainingDistriFromCorpusAmt |
| Total Corpus | $51,952 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $262 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,690 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,891 | ExcessFromYear4Amt |
| Excess From Year3 | $30,856 | ExcessFromYear3Amt |
| Excess From Year2 | $79 | ExcessFromYear2Amt |
| Excess From Year1 | $8,179 | ExcessFromYear1Amt |
| Excess From Current Year | $2,685 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Young Life | ||||||
| PO Box 520 | Colorado Springs | CO | 80901 | PC | SOCIAL SERVICES | $0 |
| Best Friends | ||||||
| 5001 Angel Canyon Road | Kanab | UT | 847415000 | PC | SOCIAL SERVICES | $0 |
| San Juan County Arts Council | ||||||
| PO Box 3 | Friday Harbor | WA | 98250 | PC | SOCIAL SERVICES | $0 |
| Grace Christian Fellowship | ||||||
| 7325 N Bank Street | Portland | OR | 97203 | PC | SOCIAL SERVICES | $0 |
| Cal Ripken Foundation | ||||||
| 1427 Clarkview Road | Baltimore | MD | 21209 | PC | SOCIAL SERVICES | $0 |
| The Family Tree | ||||||
| 2108 N Charles Street | Baltimore | MD | 21218 | PC | SOCIAL SERVICES | $0 |
| Living Classroom | ||||||
| 802 S Caroline Street | Baltimore | MD | 21231 | PC | SOCIAL SERVICES | $500 |
| Strong City | ||||||
| 3503 N Charles Street | Baltimore | MD | 21218 | PC | SOCIAL SERVICES | $500 |
| Health Leads | ||||||
| 24 School Street | Boston | MA | 02108 | PC | SOCIAL SERVICES | $0 |
| International Rescue | ||||||
| 122 E 42nd Street | New York | NY | 10168 | PC | SOCIAL SERVICES | $0 |
| Great DC Diaper Bank | ||||||
| 1532 A Street NE | Washington | DC | 20002 | PC | SOCIAL SERVICES | $0 |
| National Resources Defense | ||||||
| 40 W 20th Street | New York | NY | 10011 | PC | SOCIAL SERVICES | $0 |
| Child Foundation | ||||||
| 2020 NE 102nd Avenue | Portland | OR | 97220 | PC | SOCIAL SERVICES | $0 |
| Blue Water | ||||||
| 2631 Sisson Street | Baltimore | MD | 21211 | PC | SOCIAL SERVICES | $0 |
| Maryland Food Bank | ||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 21227 | PC | SOCIAL SERVICES | $0 |
| Advocates for Children & Youth | ||||||
| 1 N Charles St Suite 2400 | Baltimore | MD | 21201 | PC | SOCIAL SERVICES | $500 |
| BARCS | ||||||
| 301 Stockholm Street | Baltimore | MD | 21230 | PC | SOCIAL SERVICES | $500 |
| CASA of Baltimore | ||||||
| PO Box 13004 | Baltimore | MD | 21203 | PC | SOCIAL SERVICES | $500 |
| House of Ruth Baltimore | ||||||
| 2201 Argonne Drive | Baltimore | MD | 21218 | PC | SOCIAL SERVICES | $500 |
| Maryland Family Network | ||||||
| 1001 Eastern Avenue 2nd Floor | Baltimore | MD | 21202 | PC | SOCIAL SERVICES | $500 |
| MD Coalition Against Sexual Assaults | ||||||
| PO Box 8782 | Silver Spring | MD | 20907 | PC | SOCIAL SERVICES | $500 |
| Portland Tennis & Education | ||||||
| 7519 N Burlington Ave | Portland | OR | 97203 | PC | SOCIAL SERVICES | $3,500 |
| Reading Partners | ||||||
| 180 Grand Avenue Suite 800 | Oakland | CA | 94612 | PC | SOCIAL SERVICES | $500 |
| Roberta's House | ||||||
| 2510 St Paul Street | Baltimore | MD | 21218 | PC | SOCIAL SERVICES | $500 |
| The Whale Museam | ||||||
| PO Box 945 | Friday Harbor | WA | 98250 | PC | SOCIAL SERVICES | $1,000 |
| Tahsis Salmon Enhancement Society | ||||||
| PO Box 219 | Tahsis BC VOP | WA | 98250 | PC | SOCIAL SERVICES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,629 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Passthrough Income | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $875 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $875 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,165 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,040 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Investment earnings provides support to the Foundation. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | R Scott Rosenberger | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 Boston Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| Assetmark - long term capital gains (see Schedule IV) | Purchased | $12,201 | $11,978 | $223 |
| Long term capital gain distrib (see Schedule IV) | $1,406 | $0 | $1,406 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Asset Mark - Securities | StockNm |
| EOY Book Value | $51,221 | EOYBookValueAmt |
| EOYFMV | $52,440 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investment in Passthrough | CategoryOrItemTxt |
| Book Value | $100,243 | BookValueAmt |
| EOYFMV | $93,700 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Service Fees | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Passthrough Income (Net) | Desc |
| Revenue And Expenses Per Books | $875 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains on Investments | Desc |
| Amt | $6,848 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Assetmark Investment Advisory | CategoryTxt |
| Amt | $321 | Amt |
| Net Investment Income | $321 | NetInvestmentIncomeAmt |
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