Strategy Studio is now furp.org. Same site, same data, new address. Please update your bookmarks (and anything that links to strategystudio.org); old links keep working by sending you here.
CHARLES C BAUM FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES C BAUM FOUNDATION INC (EIN 52-1342909)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-15
- IRS object ID
- 202042899349100929
- Schema version
- 2018v3.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-15T14:07:40-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521342909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES C BAUM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4107031025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 HOLLY FARMS ROAD | AddressLine1Txt |
| City | SEVERNA PARK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA P BAUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4107031025 | PhoneNum |
| Signature | 2020-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH MAHER | PreparerPersonNm |
| PTIN | P00286158 | PTIN |
| Phone | 4107275735 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.246.120.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-02 | IPDt |
| IP Tm | 15:23:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A00DDF3396D4A02D30A30BE94B05410D3C78282 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F2AC47F9156C02DAA2A00B3DD21D77564118F2CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,868,201 | 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 |
| Interest On Sav Rev And Expnss | $2,518 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,518 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $326,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,595 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,524 | 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 | $10,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $206,019 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $206,019 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $206,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,803 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $374,457 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,192 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $786,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $811,645 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,649,009 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,161,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,030,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,868,201 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $178,011 | CapitalStockBOYAmt |
| Capital Stock EOY | $178,011 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $983,378 | RetainedEarningBOYAmt |
| Retained Earning EOY | $852,826 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,161,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,030,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,161,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,030,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,161,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,664 | OtherIncreasesAmt |
| Subtotal | $1,030,837 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,030,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | $37,409 | $35,707 | $1,702 | $1,702 |
| PUBLICALLY TRADED SECURITIES | P | $243,385 | $235,861 | $7,524 | $7,524 |
| CAPITAL GAINS DIVIDENDS | P | $45,369 | $45,369 | $45,369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,080 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,863,760 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084818 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $203,122 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,864,918 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108917 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $231,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,859,801 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.124347 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,960 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,072,311 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048456 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,056 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $920,378 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026137 | DistributionYr5Rt |
| Total Distribution | 0.392675 | TotalDistributionRt |
| Average Distribution | 0.078535 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,776,128 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $139,488 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $718 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $140,206 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $206,019 | 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 | $718 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $718 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $718 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,061 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,061 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,343 | OverpaymentAmt |
| Applied To ES Tax | $5,343 | 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 | PATRICIA P BAUM | IndividualWithBooksNm |
| Phone | 4107031025 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 HOLLY FARMS ROAD | AddressLine1Txt |
| City | SEVERNA PARK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21146 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA B BAUM | ||||||||
| 457 HOLLY FARMS ROAD | SEVERNA PARK | MD | 21146 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| SYLVIA HOROWITZ | ||||||||
| 5201 HESPERUS DRIVE | COLUMBIA | MD | 21044 | VICE PRESIDENT/ASST SEC | 0.50 | $0 | $0 | $0 |
| JOHN E BAUM | ||||||||
| 4711 HOLLINS FERRY ROAD | BALTIMORE | MD | 21227 | VICE PRESIDENT/SEC | 0.50 | $0 | $0 | $0 |
| KATIE BAUM | ||||||||
| 2842 WOOSLEY ST APT 3 | BERKLEY | CA | 94705 | ASST VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| MATTHEW BAUM | ||||||||
| 34 CHARLCOTE PL | BALTIMORE | MD | 21218 | ASST VICE PRESIDENT | 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 | $1,577,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,803,176 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,803,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,776,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $718 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $718 | TotalTaxAmt |
| Distributable Before Adj | $88,088 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,088 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,088 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $206,019 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $206,019 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $718 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $205,301 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,088 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $141,150 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,132 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,732 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $321,014 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $206,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $117,931 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $438,945 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $438,945 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $141,150 | ExcessFromYear3Amt |
| Excess From Year2 | $113,132 | ExcessFromYear2Amt |
| Excess From Year1 | $66,732 | ExcessFromYear1Amt |
| Excess From Current Year | $117,931 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA B BAUM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA B BAUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 HOLLY FARMS ROAD | AddressLine1Txt |
| City | SEVERNA PARK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4107031025 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMS OR MATERIALS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASA OF MARYLAND | |||||||
| 2224 E FAYETTE STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC | GENERAL | $1,000 |
| CHILDREN'S SCHOLARSHIP FUND BALTIMORE | |||||||
| 1000 ST PAUL STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | GENERAL | $1,000 |
| MSPCA - ANGELL | |||||||
| 350 S HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PUBLIC | GENERAL | $1,000 |
| BALTIMORE HUNGER PROJECT | |||||||
| 117 OLD PADONIA ROAD STE E | BALTIMORE | MD | 21030 | NONE | PUBLIC | GENERAL | $1,000 |
| PEACE PLAYERS INTERNATIONAL | |||||||
| 1200 NEW HAPSHRE AVE NW STE 875 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL | $1,000 |
| NORTH VALLEY ANIMAL DISASTER GROUP | |||||||
| PO BOX 441 | CHICO | CA | 95927 | NONE | PUBLIC | GENERAL | $1,000 |
| THREAD | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | PUBLIC | GENERAL | $1,000 |
| NORTH VALLEY CAMP FIRE RELIEF | |||||||
| 240 MAIN STREET STE 260 | CHICO | CA | 95928 | NONE | PUBLIC | GENERAL | $2,000 |
| ORGANIZATION AMERICAN JOURNEYS | |||||||
| 2370 FILBERT STREET 316 | SAN FRANCISCO | CA | 94123 | NONE | PUBLIC | GENERAL | $2,000 |
| HUMANIM | |||||||
| 1701 N GAY STREET | BALTIMORE | MD | 21213 | NONE | PUBLIC | GENERAL | $2,500 |
| CASE AT DUKE UNIVERSITY | |||||||
| 100 FUQUA DRIVE PO BOX 90120 | DURHAM | NC | 27708 | NONE | PUBLIC | GENERAL | $2,500 |
| THE SEED SCHOOL OF MARYLAND | |||||||
| 200 FONT HILL AVE | BALTIMORE | MD | 21223 | NONE | PUBLIC | GENERAL | $3,019 |
| YWCA ANNAPOLIS & ANNE ARUNDEL COUNTY | |||||||
| 1517 RITCHIE HWY STE 201 | ARNOLD | MD | 21012 | NONE | PUBLIC | GENERAL | $3,500 |
| ROSA PARKS MUSEUM TROY UNIVERSITY | |||||||
| 252 MONTGOMERY STREET | MONTGOMERY | AL | 36104 | NONE | PUBLIC | GENERAL | $5,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC | GENERAL | $7,500 |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | GENERAL | $10,000 |
| NATIONAL MENTORING PARTNERSHIP | |||||||
| 201 SOUTH STREET 6TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL | $10,000 |
| ENOCH PRATT FREE LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21209 | NONE | PUBLIC | GENERAL | $20,000 |
| THE ASSOCIATED | |||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | PUBLIC | GENERAL | $25,000 |
| BALTIMORE SCHOOL FOR THE ARTS | |||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | GENERAL | $106,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $206,019 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,518 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,524 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,524 | 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 | $10,600 | Amt |
| Net Investment Income | $10,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SHARES OF ALIBABA GROUP HOLDING LTD | $34,121 | $60,000 |
| 400 SHARES OF AMGEN | $5,079 | $93,888 |
| 600 SHARES OF BERKSHIRE HATHAWAY | $36,200 | $132,180 |
| 1100 SHARES OF CITIGROUP INC | $70,334 | $82,632 |
| 1000 SHARES OF COCA COLA | $723 | $53,400 |
| 800 SHARES OF COLGATE PALMOLIVE | $779 | $54,256 |
| 2675.482 SHARES OF EURO PACIFIC GROWTH FUND | $112,954 | $146,750 |
| 600 SHARES OF EXXON | $29,882 | $40,878 |
| 400 SHARES OF GOPRO, INC | $29,985 | $1,616 |
| 4084.187 SHARES OF GROWTH FUND OF AMERICA SHARES OF GROWTH FUND OF AMERICA | $147,696 | $217,075 |
| 1000 SHARES OF HANNON ARMSTRONG | $16,155 | $29,350 |
| 400 SHARES OF JOHNSON & JOHNSON | $4,472 | $54,996 |
| 5 SHARES OF LICT CORP | $2,965 | $88,620 |
| 400 SHARES OF MCDONALD'S | $931 | $77,792 |
| 1000 SHARES OF MORGAN GROUP HOLDING | $7,505 | $635 |
| 333 SHARES OF PROCTOR & GAMBLE CO | $1,149 | $40,646 |
| 400 SHARES OF QUALCOM INC | $160 | $33,420 |
| 600 SHARES OF UNITED HEALTH GROUP INC | $69,399 | $167,922 |
| 600 SHARES OF WALT DISNEY | $67,764 | $90,948 |
| 1000 SHARES OF PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND | $101,651 | $101,760 |
| 500 SHARES VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET ETF | $71,506 | $80,010 |
| 3 SHARES WABTEC CORP COMMON STOCK | $235 | $235 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK/WIRE FEES | Desc |
| Revenue And Expenses Per Books | $121 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $121 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,664 | Amt |