The Kirk Family Foundation: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- The Kirk Family Foundation (EIN 52-2358200)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349103383
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:31:12-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521158459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERTZBACH & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 RED BROOK BLVD SUITE 300 | 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 | 522358200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KIRK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 4103632300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 477 | AddressLine1Txt |
| City | ELLICOTT CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210410477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD H KIRK JR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4103632300 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC R LEE | PreparerPersonNm |
| PTIN | P01278639 | PTIN |
| Phone | 4103633200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.163.128.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 12:39:56 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2D07BE464516673DF82058DD6B397B5932D5DBB | 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 | $932,503 | 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 | $356,283 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $606,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $376,172 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $462,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $391,716 | 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 | $3,940 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,940 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,408 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,408 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $331,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $331,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $344,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $383,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,574 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,589 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $494,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $535,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $668,799 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $158,393 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $198,485 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $222,115 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $657,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $775,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $932,503 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $657,064 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $775,651 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $657,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $775,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $657,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $775,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $657,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $775,651 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $775,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $59,302 | $57,249 | $2,053 | $2,053 |
| PUBLICLY TRADED SECURITIES | D | $370,993 | $38,636 | $332,357 | $332,357 |
| PUBLICLY TRADED SECURITIES | P | $176,115 | $134,547 | $41,568 | $41,568 |
| CAPITAL GAINS DIVIDENDS | P | $194 | $194 | $194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $376,172 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $385,951 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $697,798 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.553098 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $512,379 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $830,606 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.616874 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $244,112 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $900,176 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.271183 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $488,051 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,089,676 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.447886 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $304,605 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,146,661 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.265645 | DistributionYr5Rt |
| Total Distribution | 2.154686 | TotalDistributionRt |
| Average Distribution | 0.430937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $645,086 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $277,991 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,833 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $281,824 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $334,940 | 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 | $3,833 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,833 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,703 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,703 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $2,131 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103632300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10227 S DOLFIELD ROAD | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DONALD H KIRK JR | ||||||||
| PO BOX 477 | ELLICOTT CITY | MD | 21042 | PRESIDENT & TREASURER | 5.00 | $0 | $0 | $0 |
| PATRICIA M KIRK | ||||||||
| PO BOX 477 | ELLICOTT CITY | MD | 21042 | VICE PRESIDENT & SECRETARY | 5.00 | $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 | $598,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $654,910 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $654,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $645,086 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,833 | TotalTaxAmt |
| Distributable Before Adj | $28,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,421 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,421 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $334,940 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,833 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $331,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $248,968 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $436,943 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $199,917 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $475,169 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $353,907 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,714,904 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $334,940 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $306,519 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,021,423 | 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 | $248,968 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,772,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $436,943 | ExcessFromYear4Amt |
| Excess From Year3 | $199,917 | ExcessFromYear3Amt |
| Excess From Year2 | $475,169 | ExcessFromYear2Amt |
| Excess From Year1 | $353,907 | ExcessFromYear1Amt |
| Excess From Current Year | $306,519 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD H KIRK JR | ContributingManagerNm |
| Contributing Manager | PATRICIA M KIRK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JOHNS HOPKINS KIMMEL CANCER CENTER | |||||||
| 401 NORTH BROADWAY | BALTIMORE | MD | 21287 | NONE | 509(A)(1) | TO PROVIDE SUPPORT FOR THE KIMMEL CANCER CENTER PEDIATRIC ONCOLOGY RESEARCH | $100,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 401 NORTH BROADWAY | BALTIMORE | MD | 21287 | NONE | 509(A)(1) | TO PROVIDE SUPPORT TO JOHNS HOPKINS UNIVERSITY RESEARCH | $100,000 |
| KENNEDY KRIEGER FOUNDATION INC | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | NONE | 509(A)(1) | TO TRANSFORM THE LIVES OF CHILDREN WITH DISORDERS OF THE BRAIN THROUGH GROUNDBREAKING RESEARCH, INNOVATIVE TREATMENTS, AND LIFE-CHANGING EDUCATION | $5,000 |
| THE FAMILY TREE INC | |||||||
| 2108 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | 509(A)(1) | TO STRENGTHEN FAMILIES AND PREVENT CHILD ABUSE AND NEGLECT IN MARYLAND | $61,000 |
| THE ULMAN CANCER FUND FOR YOUNG ADULTS | |||||||
| 921 EAST FORT AVEUE NO 325 | BALTIMORE | MD | 21230 | NONE | 509(A)(1) | TO ENHANCE LIVES BY SUPPORTING, EDUCATING AND CONNECTING YOUNG ADULTS AND THEIR LOVED ONES AFFECTED BY CANCER | $50,000 |
| MERCY HEALTH FOUNDATION | |||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | NONE | 509(A)(1) | TO EMPOWER AND EQUIP THE MERCY HEALTH NETWORK TO EXTEND OUR HEALING MINISTRY WITH COMPASSOIN AND INNOVATION. | $5,000 |
| BOYS AND GIRLS CLUBS OF METROPOLITAN BALTIMORE | |||||||
| 1201 S SHARP ST SUITE 302 | BALTIMORE | MD | 21230 | NONE | 509(A)(1) | TO PROVIDE AN EXPERIENCE THAT ASSURES SUCCESS IS WITHIN REACH OF EVERY YOUNG PERSON WHO ENTERS OUR DOORS, WITH ALL MEMBERS ON TRACK TO GRADUATE FROM HIGH SCHOOL WITH A PLAN FOR THE FUTURE, DEMONSTRATING GOOD CHARACTER AND CITIZENSHIP, AND LIVING A HEALTHY LIFESTYLE. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $331,000 | 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 | $15,544 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,928 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,472 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,472 | 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 |
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 | DONALD H KIRK JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3745 DORSEY SEARCH CIRCLE | AddressLine1Txt |
| City | ELLICOTT CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $356,283 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 70 SHARES OF AMAZON.COM INC | $123,845 | 2019-12-16 |
| 1 | 620 SHARES OF NETFLIX COM INC COM | $188,610 | 2019-12-16 |
| 1 | 400 SHARES OF PAYPAL HOLDINGS INC COM | $43,828 | 2019-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,940 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,940 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC COM | $749 | $3,298 |
| ALPHABET INC CAP STOCK CLASS A - DONATED | $5,301 | $6,697 |
| ALTRIA GROUP INC COM - DONATED | $12,827 | $9,483 |
| AMERICAN ELEC PWR INC COM | $5,166 | $10,869 |
| APPLE INC COM | $1,510 | $5,873 |
| CINCINNATI FINL CORP COM - DONATED | $2,659 | $3,680 |
| CINTAS CORP COM | $1,065 | $2,691 |
| CME GROUP INC | $2,937 | $6,022 |
| DOMINION ENERGY INC COM - DONATED | $5,572 | $6,046 |
| DUKE ENERGY CORP NEW COM NEW | $7,340 | $13,773 |
| EDWARDS LIFESCIENCES CORP COM | $602 | $3,499 |
| EPR PPTYS COM SH BEN INT - DONATED | $5,252 | $5,298 |
| EVERSOURCE ENERGY COM - DONATED | $10,287 | $15,993 |
| FACEBOOK INC CL A - DONATED | $1,598 | $4,105 |
| HOME DEPOT INC COM - DONATED | $3,058 | $6,551 |
| HONEYWELL INTL INC COM | $4,040 | $7,080 |
| JOHNSON & JOHNSON COM | $1,007 | $1,459 |
| JPMORGAN CHASE & CO COM - DONATED | $9,948 | $16,031 |
| LIBERTY PPTY TR | $7,103 | $15,013 |
| LOCKHEED MARTIN CORP COM | $4,162 | $7,788 |
| MAGNA INTL INC COM - DONATED | $5,131 | $4,936 |
| MASTERCARD INC CL A | $1,155 | $4,479 |
| MICROSOFT CORP COM | $3,954 | $12,616 |
| NATIONAL RETAIL PPTYS INC COM | $6,903 | $15,550 |
| NETFLIX INC COM - DONATED | $188,610 | $200,613 |
| PAYCHEX INC COM - DONATED | $11,041 | $15,311 |
| PHILIP MORRIS INTL INC COM | $3,123 | $5,531 |
| PULTE GROUP INC COM | $747 | $1,358 |
| THERMO FISHER SCIENTIFIC INC COM - DONATED | $5,138 | $12,995 |
| UNITEDHEALTH GROUP INC COM | $3,686 | $8,819 |
| VERIZON COMMUNICATIONS INC COM | $2,496 | $4,912 |
| VISA INC COM CL A - DONATED | $1,635 | $4,698 |
| WELLTOWER INC COM - DONATED | $10,710 | $11,449 |
| XCEL ENERGY INC COM - DONATED | $2,417 | $3,809 |
| ZOETIS INC CL A | $1,019 | $2,647 |
| ARES CAPITAL CORP COM | $4,246 | $5,036 |
| PAYPAL HOLDINGS INC | $43,828 | $43,268 |
| INTEL CORP COM | $4,630 | $5,686 |
| MID AMER APT CMNTS INC COM | $6,095 | $8,571 |
| ONEOK INC NEW COM | $4,252 | $5,675 |
| SONOCO | $4,571 | $5,246 |
| HEALTHCARE TR AMER INC CL A NEW | $4,162 | $4,996 |
| AMAZON COM INC COM | $123,845 | $129,349 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIERA CAP SER TR CAPTL EMERG INSTL | AT COST | $44,717 | $52,520 |
| CITY NATL ROCHDALE FDS FXD INC OPP FD N | AT COST | $47,538 | $47,841 |
| CITY NATL ROCHDALE FDS INTER FXD INC N | AT COST | $91,217 | $94,987 |
| VANGUARD INDEX FDS MCAP GR IDXVIP | AT COST | $6,918 | $13,179 |
| VANGUARD INDEX FDS MCAP VL IDXVIP | AT COST | $8,095 | $13,588 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RIM SECURITIES ADVISORY FEES | CategoryTxt |
| Amt | $8,408 | Amt |
| Net Investment Income | $8,408 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID - RIM SECURITIES | $20 | $20 | $0 |
| FEDERAL EXCISE TAX | $800 | $0 | $0 |
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