THE HELENA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE HELENA FOUNDATION INC (EIN 52-1522573)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202033159349100843
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T10:43:47-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 | 521522573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELENA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 4103565900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1303 EVA GUDE DRIVE | AddressLine1Txt |
| City | CROWNSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES A EARL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4103565900 | PhoneNum |
| Signature | 2020-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A LIBERMAN CPA | PreparerPersonNm |
| PTIN | P00087382 | PTIN |
| Phone | 4103565900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.67.46.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-24 | IPDt |
| IP Tm | 11:15:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 44F26ED54B8B8D88B1165040399A7D4552DF7240 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 08D2E49B6E261105B65CF7B9EA12222FCC1A8E57 | 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 | $54,744,445 | 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 | $1,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $165,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $165,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,807 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,779 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,577,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,577,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,583,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,578,110 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,416,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,607 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,606 | CashBOYAmt |
| Cash EOY | $13,542 | CashEOYAmt |
| Cash EOYFMV | $13,542 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $447,718 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $324,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $324,061 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,499,107 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,437,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,406,842 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,967,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,775,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,744,445 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,967,431 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,775,050 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,967,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,775,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,967,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,775,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,967,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,416,282 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,223,901 | OtherIncreasesAmt |
| Subtotal | $2,775,050 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,775,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $165,703 | GrossSalesPriceAmt |
| Gain Or Loss | $165,703 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $165,703 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $165,703 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,452,186 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $52,858,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046392 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,069,093 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $47,587,418 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043480 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,083,231 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,175,092 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050594 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,032,147 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,808,956 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,805,864 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,630,918 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042360 | DistributionYr5Rt |
| Total Distribution | 0.231432 | TotalDistributionRt |
| Average Distribution | 0.046286 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,874,241 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,401,051 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,646 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,402,697 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,578,110 | 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 | $1,646 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,646 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,754 | OverpaymentAmt |
| Applied To ES Tax | $2,754 | 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 | JOSEPH LIBERMAN CPA | IndividualWithBooksNm |
| Phone | 4103565900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD STE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 211175590 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JAMES A EARL | ||||||||
| PO BOX 625 | CROWNSVILLE | MD | 210320625 | PRES,TRES,DIR | 0.50 | $0 | $0 | $0 |
| SYLVIA EARL | ||||||||
| PO BOX 625 | CROWNSVILLE | MD | 210320625 | VP,SEC,DIR | 0.50 | $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 | $52,416,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $247,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,664,204 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,664,204 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $789,963 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,874,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,593,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,593,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,646 | TotalTaxAmt |
| Distributable Before Adj | $2,592,066 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,592,066 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,592,066 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,578,110 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,578,110 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,646 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,576,464 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,592,066 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,523,436 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,578,110 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,523,436 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,537,392 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNAPOLIS GREEN | |||||||
| PO BOX 3376 | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | OPERATINGOPERATING | $2,000 |
| ANNAPOLIS OPERA | |||||||
| 801 CHASE ST SUITE 304 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $39,612 |
| ANNAPOLIS SYMPHONY ORCHESTRA | |||||||
| 801 CHASE ST SUITE 301 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $25,000 |
| ANNE ARUNDEL LIBRARY FOUNDATION | |||||||
| 5 HARRY S TRUMAN PARKWAY | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $25,000 |
| ANNE ARUNDEL MEDICAL CENTER | |||||||
| 2001 MEDICAL PARKWAY SUITE 240 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | CAPITAL | $371,687 |
| ARTS COUNCIL OF ANNE ARUNDEL CNTY | |||||||
| 2666 RIVA ROAD | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $20,000 |
| BALLET THEATRE OF MARYLAND | |||||||
| 801 CHASE STREET SUITE 304 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $20,000 |
| CHESAPEAKE ARTS CENTER | |||||||
| 194 HAMMONDS LANE | BROOKLYN PARK | MD | 21225 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | OPERATING | $180,885 |
| CHESAPEAKE CONSERVACY | |||||||
| 714 GIDDINGS AVENUE | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $181,775 |
| CHESAPEAKE LEGAL ALLIANCE | |||||||
| 67 FRANKLIN ST | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| COMMUNITY FOUNDATION OF AA COUNTY | |||||||
| 914 BAY RIDGE ROAD | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| COMPASS ROSE THEATRE | |||||||
| PO BOX 21403 | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | OPERATING | $5,000 |
| CREATING COMMUNITIES | |||||||
| 139 JEFFERSON ST | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| EASTERN SHORE LAND CONSERVANCY | |||||||
| PO BOX 169 | QUEENSTOWN | MD | 21658 | NONE | PUBLIC CHARITY | OPERATING | $99,901 |
| ENOCH PRATT FREE LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | OPERATING | $203,449 |
| FOREVER MARYLAND | |||||||
| 2331 ROCK SPRING ROAD | FOREST HILL | MD | 21050 | NONE | PUBLIC CHARITY | OPERATING | $15,000 |
| FOUNDRY GALLERY | |||||||
| 2118 8TH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| HISTORIC ANNAPOLIS | |||||||
| 42 EAST STREET | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $206,787 |
| LAND TRUST ALLIANCE | |||||||
| 1660 L STREET NW SUITE 1100 | WASHINGTON | DC | 200365635 | NONE | PUBLIC CHARITY | CONSRVATION DEFENSE CLEARINGHOUSE | $10,000 |
| LIVE ARTS MARYLAND | |||||||
| 801 CHASE ST | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $8,000 |
| MARYLAND ENVIRONMENTAL TRUST | |||||||
| 100 COMMUNITY PLACE FIRST FLOOR | CROWNSVILLE | MD | 21032 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| DEPT OF PHYSICS ROOM 4-304 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | CAPITAL | $258,204 |
| MD HALL FOR CREATIVE ARTS | |||||||
| 801 CHASE ST | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $5,000 |
| PASADENA THEATRE COMPANY | |||||||
| 101 COLLEGE PARKWAY | ARNOLD | MD | 21012 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| SCENIC RIVERS LAND TRUST | |||||||
| PO BOX 2008 | ANNAPOLIS | MD | 21404 | NONE | PUBLIC CHARITY | OPERATING | $22,000 |
| SEEDS 4 SUCCESS | |||||||
| 921-B CHESAPEAKE AVE | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| SEVERN RIVER ASSOCIATION | |||||||
| PO BOX 146 | ANNAPOLIS | MD | 21404 | NONE | PUBLIC CHARITY | OPERATING | $20,000 |
| SEVERN RIVERKEEPER PROGRAM | |||||||
| 329 RIVERVIEW TRAIL | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $15,000 |
| ST JOHNS COLLEGE | |||||||
| PO BOX 2800 | ANNAPOLIS | MD | 21404 | NONE | PUBLIC CHARITY | OPERATING | $50,518 |
| STAIR | |||||||
| 171 DUKE OF GLOUCESTER STREET | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 660 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | CAPITAL | $236,942 |
| UNIV OF MD AT BALTIMORE | |||||||
| 220 N ARCH ST - 14TH FL | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | OPERATING, CAPITAL & ENDOWMENT | $112,785 |
| UNIV OF MINNESOTA | |||||||
| 116 CHURCH ST SE | MINNEAPOLIS | MN | 55455 | NONE | PUBLIC CHARITY | OPERATING & ENDOWMENT | $40,484 |
| UNIVERSITY OF NEBRASKA | |||||||
| 2285 SOUTH 67TH STREET SUITE 200 | OMAHA | NE | 68106 | NONE | PUBLIC CHARITY | OPERATING & ENDOWMENT | $40,418 |
| WATERSHED STEWARDS ACADEMY | |||||||
| 975 INDIAN LANDING ROAD | MILLERSVILLE | MD | 21108 | NONE | PUBLIC CHARITY | OPERATING | $60,726 |
| WHEELOCK COLLEGE | |||||||
| 200 THE RIVERWAY | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | OPERATING & ENDOWMENT | $201,387 |
| WORLD ARTISTS EXPERIENCES | |||||||
| PO BOX 9753 | ARNOLD | MD | 21012 | NONE | PUBLIC CHARITY | OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,577,560 | 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 | $1,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,807 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $2,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE | IdentifierTxt |
| Form And Line Reference | ATTACHMENT TO FORM 990-PF, PART I, LINE 25, COLUMN (A) | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION:1. DATE OF DISTRIBUTION: DECEMBER 15, 20192. DESCRIPTION OF PROPERTY: 10,234 SHARES OF BERKSHIRE HATHAWAY CLASS B3. BOOK VALUE OF PROPERTY: $61,6604. METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE ON APRIL 15, 1992 - THE DATE THE PROPERTY WAS DONATED TO THE FOUNDATION.5. FAIR MARKET VALUE: $2,307,5626. METHOD FOR DETERMINING FAIR MARKET VALUE: HISTORICAL VALUE FROM NEW YORK STOCK EXCHANGE ON DATE OF DONATION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12936.840 SH SEQUOIA FUND | $1,030,796 | $2,020,581 |
| 165 SH BERKSHIRE HATHAWAY INC CL A | $1,400,813 | $52,167,500 |
| 969 SH BERKSHIRE HATHAWAY CL B | $5,838 | $218,761 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAIR MARKET VALUE OF SECURITIES DONATED IN EXCESS OF BOOK VALUE | Desc |
| Amt | $2,223,901 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,779 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |