KAHLERT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KAHLERT FOUNDATION INC (EIN 52-1798711)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-06
- IRS object ID
- 202043119349100134
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T13:15:53-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822567793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERTA F WILSON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 GLENEAGLES COURT SUITE 101 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521798711 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAHLERT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAHL | BusinessNameControlTxt |
| Phone | 4437456571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1701 1363 PROGRESS WAY | AddressLine1Txt |
| City | SYKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21784 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG W KAHLERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4437456571 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERTA WILSON CPA | PreparerPersonNm |
| PTIN | P00280193 | PTIN |
| Phone | 4102188418 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.140.83.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 14:15:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 52A376BC5C6CCA60EBE5CA178C64DF8AEA10EE38 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 52A376BC5C6CCA60EBE5CA178C64DF8AEA10EE38 | 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 | $279,103,204 | 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 | $59,332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59,332 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $570,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $570,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,373,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,203,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,373,098 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $210 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $210 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,003,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,003,319 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $247,512 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $247,512 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $9,404 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $9,404 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $128,089 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $128,089 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $168,584 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,070 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,422 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $16,422 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $447 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $447 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $597,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $174,028 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $256,916 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,820,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,820,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,417,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $174,028 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,077,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,585,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,829,291 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,547,837 | CashBOYAmt |
| Cash EOY | $5,291,865 | CashEOYAmt |
| Cash EOYFMV | $5,291,865 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,549,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,383,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,383,614 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $370,224 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $331,710 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $331,710 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,397,660 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,105,432 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,140,116 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $70,356,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,291,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $267,259,944 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,171,484 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,594,865 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,695,955 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $82,393,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,999,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $279,103,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $82,393,760 | RetainedEarningBOYAmt |
| Retained Earning EOY | $85,999,371 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,393,760 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,999,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,393,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,999,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,393,760 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,585,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,000 | OtherIncreasesAmt |
| Subtotal | $85,999,371 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,999,371 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2020-06-30 | $1,569,884 | $1,542,553 | $27,331 | $27,331 |
| PUBLICLY TRADED SECURITIES | P | 2020-06-30 | $1,476,471 | $1,267,906 | $208,565 | $208,565 |
| PUBLICLY TRADED SECURITIES | P | 2020-06-30 | $6,897,914 | $6,645,763 | $252,151 | $252,151 |
| PUBLICLY TRADED SECURITIES | P | 2020-06-30 | $1,824,756 | $1,686,517 | $138,239 | $138,239 |
| EVAPCO INC | D | 2019-12-02 | $19,999,975 | $4,688,074 | $15,311,901 | $15,311,901 |
| CAPITAL GAINS DIVIDENDS | P | $434,911 | $434,911 | $434,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,373,098 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,113,106 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $253,865,908 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051654 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,799,587 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $249,110,222 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051381 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,703,134 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $226,791,223 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056012 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,763,876 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $212,624,007 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055327 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,918,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $203,039,457 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038997 | DistributionYr5Rt |
| Total Distribution | 0.253371 | TotalDistributionRt |
| Average Distribution | 0.050674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $261,543,079 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,253,434 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $168,293 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,421,727 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,077,166 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $336,586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $336,586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $336,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $361,710 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $361,710 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,124 | OverpaymentAmt |
| Applied To ES Tax | $25,124 | 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 | WWW.THEKAHLERTFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4437456571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1701 1363 PROGRESS WAY | AddressLine1Txt |
| City | SYKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21784 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| GREG W KAHLERT | ||||||||
| P O BOX 1701 1363 PROGRESS WAY | SYKESVILLE | MD | 21784 | PRESIDENT | 30.00 | $125,000 | $0 | $0 |
| ROBERTA S KAHLERT | ||||||||
| P O BOX 1701 1363 PROGRESS WAY | SYKESVILLE | MD | 21784 | VICE PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| HEATHER K KAHLERT | ||||||||
| P O BOX 1701 1363 PROGRESS WAY | SYKESVILLE | MD | 21784 | VICE PRESIDENT | 30.00 | $122,512 | $0 | $0 |
| HAROLD W WALSH | ||||||||
| P O BOX 1701 1363 PROGRESS WAY | SYKESVILLE | MD | 21784 | EXECUTIVE VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RONALD F TUTRONE MD | ||||||||
| P O BOX 1701 1363 PROGRESS WAY | SYKESVILLE | MD | 21784 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES D STONE | ||||||||
| P O BOX 1701 1363 PROGRESS WAY | SYKESVILLE | MD | 21784 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SCOTT W KAHLERT | ||||||||
| P O BOX 1701 1363 PROGRESS WAY | SYKESVILLE | MD | 21784 | VICE PRESIDENT | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| T ROWE PRICE ASSOCIATES INC | |||||
| 100 E PRATT STREET | BALTIMORE | MD | 21202 | INVESTMENT MANAGEMENT AND CUSTODY FEES | $69,947 |
| BROWN ADVISORY INCORPORATED | |||||
| 901 S BOND STREET SUITE 400 | BALTIMORE | MD | 21231 | INVESTMENT MANAGEMENT AND CUSTODY FEES | $58,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $258,141,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,081,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $303,486 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $265,525,969 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $265,525,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,982,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $261,543,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,077,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,077,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $336,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $336,586 | TotalTaxAmt |
| Distributable Before Adj | $12,740,568 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,760,568 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,760,568 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,077,166 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,077,166 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,077,166 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,760,568 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $273,537 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $674,524 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $752,839 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,700,900 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,077,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,760,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $316,598 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,017,498 | 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 | $2,017,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $273,537 | ExcessFromYear3Amt |
| Excess From Year2 | $674,524 | ExcessFromYear2Amt |
| Excess From Year1 | $752,839 | ExcessFromYear1Amt |
| Excess From Current Year | $316,598 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 1850 YORK ROAD SUITE D | TIMONIUM | MD | 21093 | PC | TO ACCELERATE RESEARCH AND MAXIMIZE CARE AND SUPPORT | $100,000 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 N BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | PC | TO SUPPORT DIABETES RESEARCH, DIABETES IS PRIMARY AND IMAGINE CAMP | $100,000 | |
| AMERICAN INSTITUTE OF PHILANTHROPY AKA CHARITYWATCH | |||||||
| P O BOX 578460 | CHICAGO | IL | 60657 | PC | TO SUPPORT CHARITY WATCH 2020 | $1,000 | |
| AMMONIA REFRIGERATION FOUNDATION | |||||||
| 1001 NORTH FAIRFAX STREET | ALEXANDRIA | VA | 22314 | PC | TO SUPPORT ANR COURSE DEVELOPMENT,HOH SPONSORSHIP, AND AZLE TUITION | $39,000 | |
| ARC OF CARROLL COUNTY INC | |||||||
| 180 KRIDERS CHURCH ROAD | WESTMINSTER | MD | 21158 | PC | TO IMPLEMENT A BEST-PRACTICE TRAINING AND CAREER MODEL FOR DIRECT SUPPORT STAFF | $51,000 | |
| ARC OF HOWARD COUNTY INC | |||||||
| 11735 HOMEWOOD ROAD | ELLICOTT CITY | MD | 21042 | PC | TO FUND HVAC SYSTEM REPLACEMENT AND CRITICAL TECHNOLOGY UPGRADES | $60,000 | |
| ARCHBISHOP CURLEY HIGH SCHOOL | |||||||
| 3701 SINCLAIR LANE | BALTIMORE | MD | 21213 | PC | TO SUPPORT PROJECT LEAD THE WAY ENGINEERING PROGRAM | $30,000 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | |||||||
| 3465 BOX HILL CORPORATE CENTER | ABINGDON | MD | 21009 | PC | TO SUPPORT NATIONAL PHILANTHROPY DAY | $3,750 | DRIVE SUITE H |
| BALLET WEST | |||||||
| 52 WEST 200 SOUTH | SALT LAKE CITY | UT | 84101 | PC | TO SUPPORT 2019/20 I CAN DO PROGRAM | $75,000 | |
| BALTIMORE CHESAPEAKE BAY OUTWARD BOUND SCHOOL | |||||||
| 1900 EAGLE DRIVE | BALTIMORE | MD | 21207 | PC | TO SUPPORT OUTWARD BOUND VETERANS PROJECT, CORNERSTONE, AND OUTDOOR EDUCATION PROGRAMS FOR LOW-INCOME YOUTH | $80,000 | |
| BALTIMORE METROPOLITAN COUNCIL INC | |||||||
| 1500 WHETSTONE WAY SUITE 300 | BALTIMORE | MD | 21230 | PC | TO SUPPORT CHESAPEAKE CONNECT | $3,000 | |
| BETTER DAYS 2020 | |||||||
| 5513 WEST 11000 NORTH 515 | HIGHLAND | UT | 84003 | PC | TO SUPPORT UTAH WOMEN'S HISTORY CURRICULUM DEVELOPMENT AND EXPANSION | $100,000 | |
| BIOTECHNICAL INSTITUTE OF MARYLAND | |||||||
| 1101 W PRATT STREET | BALTIMORE | MD | 21223 | PC | TO SUPPORT CREATING SCIENTISTS: INVESTING IN MARYLAND'S WORKFORCE | $50,000 | |
| BLESSINGS IN A BACKPACK | |||||||
| P O BOX 3508 | FREDERICK | MD | 21705 | PC | TO PROVIDE WEEKEND BACKPACKS OF FOOD FOR LOW-INCOME, LOCAL CHILDREN | $60,000 | |
| BOYS & GIRLS CLUB OF WESTMINSTER | |||||||
| 25 UNION STREET | WESTMINSTER | MD | 21157 | PC | TO FUND PHASE 2 GYMNASIUM/AV EQUIPMENT | $70,000 | |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| 336 STUDENT ATHLETE BUILDING | PROVO | UT | 84604 | PC | TO SUPPORT BYU FOOTBALL SCHOLARSHIP AND MENTORING PROGRAM | $25,000 | |
| BRIGHT MINDS FOUNDATION | |||||||
| 10910 ROUTE 108 | ELLICOTT CITY | MD | 21042 | PC | TO PROVIDE COMPUTERS FOR STUDENTS | $40,000 | |
| CALVERT SCHOOL | |||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | PC | TO SUPPORT JOHN L "LUKE" STONE '86 LEADERSHIP SPEAKER SERIES | $125,000 | |
| CAMP ATTAWAY | |||||||
| 9770 PATUXENT WOODS DRIVE SUITE 303 | COLUMBIA | MD | 21046 | PC | TO SUPPORT 2020 ATTAWAY CAMP PROGRAM AND PARENT EDUCATION AND SUPPORT GROUPS | $32,500 | |
| CARING AND SHARING MINISTRIES OF NORTHWEST CARROLL COUNTY | |||||||
| P O BOX 384 | TANEYTOWN | MD | 21787 | PC | TO SUPPORT CARING AND SHARING MINISTRIES 2020 | $25,000 | |
| CARING CARROLL INC | |||||||
| P O BOX 842 | WESTMINSTER | MD | 21158 | PC | TO SUPPORT CARING CARROLL SUSTAINABILITY AND GROWTH | $35,000 | |
| CARROLL COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 1601 WASHINGTON ROAD | WESTMINSTER | MD | 21157 | PC | TO SUPPORT CCC BOOK FAIR AND INVESTING IN A BRILLIANT FUTURE | $252,000 | |
| CARROLL COUNTY BUREAU OF AGING & DISABILITIES - VETERAN SERVICES PROGRAM | |||||||
| 225 NORTH CENTER STREET | WESTMINSTER | MD | 21157 | PC | TO PROVIDE CARROLL COUNTY VETERAN SERVICES GRANT 2020 | $100,000 | |
| CARROLL COUNTY FOOD SUNDAY | |||||||
| P O BOX 2160 | WESTMINSTER | MD | 21158 | PC | TO SUPPORT CC FOOD SUNDAY DINNER | $2,500 | |
| CARROLL COUNTY VETERANS INDEPENDENCE PROJECT | |||||||
| 10 DISTILLERY DRIVE SUITE 200 | WESTMINSTER | MD | 21157 | PC | TO SPONSOR VETS INDEPENDENCE PROJECT | $3,000 | |
| CARROLL HOSPICE INC | |||||||
| 292 STONER AVENUE | WESTMINSTER | MD | 21157 | PC | TO FUND EXPANSION OF CARROLL HOSPICE'S INPATIENT FACILITY, DOVE HOUSE | $100,000 | |
| CARROLL HOSPITAL CENTER FOUNDATION INC | |||||||
| 200 MEMORIAL AVENUE | WESTMINSTER | MD | 21157 | PC | TO FUND CATALYST HD BY C-RAD TECHNOLOGY FOR THE WILLIAM E. KAHLERT REGIONAL CANCER CENTER | $650,000 | |
| CARROLL TECHNOLGY AND INNOVATION COUNCIL INC | |||||||
| 255 CLIFTON BOULEVARD SUITE 215 | WESTMINSTER | MD | 21157 | PC | TO SUPPORT CTC TECHKIDS AND TECHWORKS 2020 | $70,000 | |
| CARSON SCHOLARS FUND | |||||||
| 305 WEST CHESAPEAKE AVENUE | TOWSON | MD | 21204 | PC | TO PROVIDE SUPPORT FOR CARSON SCHOLARS IN 45 SCHOOLS, BANQUET SPONSORSHIP, AND UNRESTRICTED FUNDS | $75,000 | |
| CHABAD LUBAVITCH OF UTAH INC | |||||||
| 1760 SOUTH 1100 EAST | SALT LAKE CITY | UT | 84105 | PC | TO SUPPORT 2019 PROJECT HEART - DEVELOPING THE NEXT GENERATION | $75,000 | |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | PC | TO SUPPORT CHESAPEAKE BAY FOUNDATION OYSTER RESTORATION CAMPAIGN AND ENVIRONMENTAL EDUCATION | $125,000 | |
| CHILDREN'S CANCER FOUNDATION | |||||||
| 5570 STERRETT PLACE SUITE 204 | COLUMBIA | MD | 21044 | PC | TO SUPPORT 2020 CCF RESEARCH SYMPOSIUM, MAGIC CASTLE, CCF VIDEO, AND CHILDREN'S HOLIDAY PARTY | $45,000 | |
| COMMUNITY COLLEGE OF BALTIMORE COUNTY FOUNDATION INC | |||||||
| 7200 SOLLERS POINT ROAD | DUNDALK | MD | 21222 | PC | TO PROVIDE CHALLENGE GRANT TO ESTABLISH THE CAROL EUSTIS CENTER FOR THE SCHOOL OF HEALTH PROFESSIONS AT CCBC | $105,000 | |
| COMMUNITY FOUNDATION OF CARROLL COUNTY INC | |||||||
| 255 CLIFTON BOULEVARD SUITE 313 | WESTMINSTER | MD | 21157 | PC | TO SUPPORT COMMUNITY FOUNDATION OF CARROLL COUNTY 2020, FRIENDS OF DISABLED AMERICAN VETERANS IN CARROLL COUNTY 2020, AND COVID-19 EMERGENCY FUNDING | $110,000 | |
| COMMUNITY FOUNDATION OF FREDERICK COUNTY | |||||||
| 312 EAST CHURCH STREET | FREDERICK | MD | 21701 | PC | TO PROVIDE FOR COVID-19 EMERGENCY FUNDING NEEDS | $25,000 | |
| COMMUNITY FOUNDATION OF HOWARD COUNTY | |||||||
| 10630 LITTLE PATUXENT PARKWAY | COLUMBIA | MD | 21044 | PC | TO PROVIDE FOR COVID-19 RELIEF PROGRAM AND SUPPORT 50TH ANNIVERSARY OPERATING ENDOWMENT COMPAIGN | $55,000 | |
| COOL KIDS CAMPAIGN FOUNDATION | |||||||
| 8422 BELLONA LANE SUITE 102 | TOWSON | MD | 21204 | PC | TO SUPPORT COOL KIDS TUTORING AND MENTORING | $25,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | PC | TO SUPPORT JESUIT SCHOLARSHIP FOR UNDERSERVED YOUTH | $60,000 | |
| DISTINGUISHED YOUNG WOMEN OF MARYLAND | |||||||
| C/O COMMUNITY FOUNDATION OF CARROLL | WESTMINSTER | MD | 21157 | PC | TO SUPPORT SCHOLARSHIP PROGRAM FOR CLASS OF 2020 | $15,000 | COUNTY 255 CLIFTON BLVD SUITE 313 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 NORTH PATRIOT DRIVE | OWASSO | OK | 74055 | PC | TO SUPPORT MARYLAND EDUCATIONAL SCHOLARSHIP FUND | $100,000 | |
| FOREVER YOUNG FOUNDATION | |||||||
| 1424 S STAPLEY DRIVE | MESA | AZ | 85204 | PC | TO SUPPORT UTAH PAY IT FORWARD | $10,000 | |
| FREDERICK HEALTH HOSPICE | |||||||
| 516 TRAIL AVENUE PO BOX 1799 | FREDERICK | MD | 21701 | PC | TO SUPPORT FREDERICK HEALTH HOSPICE VETERAN PROGRAM | $75,000 | |
| FRIENDS OF THE CCSO | |||||||
| 100 N COURT STREET | WESTMINSTER | MD | 21157 | PC | TO SUPPORT CCSO 2020 COMMUNICATIONS PROJECT | $15,000 | |
| FUEL FUND OF MARYLAND | |||||||
| 1800 WASHINGTON BLVD SUITE 410 | BALTIMORE | MD | 21230 | PC | TO PROVIDE EMERGENCY ENERGY ASSISTANCE FOR CRITICAL MEDICAL NEEDS PATIENTS | $20,000 | |
| GBMC HEALTHCARE | |||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | PC | TO SUPPORT ENDOWMENT FOR DR CELANO R & D, UNRESTRICTED SUPPORT, AND PANDEMIC EMERGENCY FUND | $1,010,000 | |
| GIRLS ON THE RUN OF CENTRAL MARYLAND | |||||||
| 9150 RUMSEY ROAD SUITE A7 | COLUMBIA | MD | 21045 | PC | TO SUPPORT PROGRAM GROWTH AND 10TH ANNIVERSARY - 2020 | $38,000 | |
| HABITAT FOR HUMANITY OF CARROLL COUNTY | |||||||
| 255 CLIFTON BOULEVARD SUITE 301 | WESTMINSTER | MD | 21157 | PC | TO SUPPORT CARROLL COUNTY HABITAT FOR HUMANITY RESTORE 2020 | $50,000 | |
| HERO DOGS INC | |||||||
| P O BOX 64 | BROOKEVILLE | MD | 20833 | PC | TO FUND HERO DOGS SUPPORT PROJECT | $20,000 | |
| HIRE HEROES USA | |||||||
| 1360 UNION HILL ROAD SUITE 2A | ALPHARETTA | GA | 30004 | PC | TO PROVIDE FREE CAREER ASSISTANCE TO U S MILITARY MEMBERS, VETERANS, AND MILITARY SPOUSES IN THE MID ATLANTIC | $100,000 | |
| HOPE FOR HENRY FOUNDATION | |||||||
| 2440 WISCONSIN AVENUE NW SUITE 201 | WASHINGTON | DC | 20007 | PC | TO SUPPORT MORE THAN MEDICINE: REIMAGINING HOW HOSPITALS CARE FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES | $40,000 | |
| HOPEWELL CANCER SUPPORT INC | |||||||
| P O BOX 755 | BROOKLANDVILLE | MD | 21022 | PC | TO SUPPORT LAYING THE CORNERSTONE FOR RENEWAL AND PURPOSE | $100,000 | |
| HORIZON DAY CAMP | |||||||
| 8 MARKET PLACE SUITE 331 | BALTIMORE | MD | 21202 | PC | TO SUPPORT HORIZON DAY CAMP 2020 | $100,000 | |
| HOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | |||||||
| 10901 LITTLE PATUXENT PARKWAY | COLUMBIA | MD | 21044 | PC | TO FUND THE KAHLERT FOUNDATION SCHOLARSHIP AND PROGRAM FUND | $150,000 | |
| HOWARD COUNTY CONSERVANCY INC | |||||||
| 10520 OLD FREDERICK ROAD | WOODSTOCK | MD | 21163 | PC | TO FUND ADAPTIVE REUSE OF A HISTORIC BUILDING TO A THREE SEASON CLASSROOM | $40,000 | |
| HOWARD COUNTY GENERAL HOSPITAL | |||||||
| 5755 CEDAR LANE | COLUMBIA | MD | 21044 | PC | TO SUPPORT CAMPUS CONSTRUCTION PROJECT: AN ENHANCED OPPORTUNITY AND HEROES IN HEALTH CARE | $355,000 | |
| INSTITUTE OF NOTRE DAME | |||||||
| 901 AISQUITH STREET | BALTIMORE | MD | 21202 | PC | TO PROVIDE GRANT FOR OPERATING SUPPORT | $100,000 | |
| INTERMOUNTAIN FOUNDATION - UTAH VALLEY | |||||||
| 1034 N 500 W | PROVO | UT | 84604 | PC | TO SUPPORT UTAH VALLEY HOSPITAL 2020 | $600,000 | |
| JDRF | |||||||
| 1400 K STREET NW | WASHINGTON | DC | 20005 | PC | TO SUPPORT 2020 JDRF OUTREACH AND RESEARCH | $75,000 | |
| JOHNS HOPKINS UNIVERSITY DEPARTMENT OF PSYCHIATRY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | PC | TO SUPPORT JOHNS HOPKINS ATS PILOT PROGRAM: USING PEER SUPPORT TO ENHANCE TREATMENT ENROLLMENT AND RETENTION | $50,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | PC | TO FUND THE KAHLERT FAMILY FOUNDATION ENDOWED FELLOWSHIP IN PEDIATRIC PALLIATIVE CARE | $110,000 | |
| JUNIOR ACHIEVEMENT OF UTAH INC | |||||||
| 515 SOUTH 700 EAST SUITE 1F | SALT LAKE CITY | UT | 84102 | PC | TO SUPPORT JUNIOR ACHIEVEMENT BIZTOWN PROGRAM SUPPORT AT JA CITY | $25,000 | |
| KIDS ON THE MOVE INC | |||||||
| 475 WEST 260 NORTH | OREM | UT | 84057 | PC | TO SPONSOR 2020 HEBER HALF RUN FOR AUTISM | $5,000 | |
| LITERACY COUNCIL OF CARROLL COUNTY INC | |||||||
| 255 CLIFTON BLVD 314 | WESTMINSTER | MD | 21157 | PC | TO PROVIDE OPERATIONAL SUPPORT FOR LITERACY COUNCIL ACTIVITIES 2020 | $25,000 | |
| LOVELOUD FOUNDATION | |||||||
| 222 S MAIN STREET 5TH FLOOR | SALT LAKE CITY | UT | 84101 | PC | TO SUPPORT LOVELOUD 2020 FESTIVAL | $15,000 | |
| LOYOLA BLAKEFIELD | |||||||
| 500 CHESTNUT AVENUE | TOWSON | MD | 21204 | PC | TO SUPPORT LOYOLA WRESTLING PROGRAM 2020 | $20,000 | |
| LYRIC THEATER | |||||||
| 59 SW FLAGLER AVENUE | STUART | FL | 34994 | PC | TO PROVIDE GRANT FOR OPERATING SUPPORT | $15,000 | |
| MAKE-A-WISH MID-ATLANTIC | |||||||
| 6555 ROCK SPRING DRIVE NO 280 | BETHESDA | MD | 20816 | PC | TO SUPPORT MID-ATLANTIC WISH GRANTING | $75,000 | |
| MARRIAGE AND RELATIONSHIP EDUCATION CENTER INC | |||||||
| 255 CLIFTON BOULEVARD SUITE 213 | WESTMINSTER | MD | 21157 | PC | TO PROVIDE SPONSORSHIP | $2,000 | |
| MARTIN MEMORIAL HEALTH SYSTEMS INC | |||||||
| P O BOX 9010 | STUART | FL | 34995 | PC | TO PROVIDE GRANT FOR OPERATING SUPPORT | $10,000 | |
| MARYLAND FOOD BANK INC | |||||||
| 2200 HALETHORPE FARMS ROAD SW | BALTIMORE | MD | 21227 | PC | TO SUPPORT 40TH ANNIVERSARY, SCHOOL PANTRY, AND MATCHING GRANT CAMPAIGN | $125,000 | |
| MARYLAND SCIENCE CENTER | |||||||
| 601 LIGHT STREET | BALTIMORE | MD | 21230 | PC | TO SUPPORT FREE ADMISSION PROGRAM FOR CARROLL COUNTY SCHOOL GROUPS | $40,000 | |
| MCDANIEL COLLEGE | |||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 21157 | PC | TO SUPPORT GILL PHYSICAL EDUCATION LEARNING CENTER RENOVATION AND PARVOMEDICS TRUEONE 2400 METABOLIC CART | $125,000 | |
| MEALS ON WHEELS OF CENTRAL MARYLAND INC | |||||||
| 515 S HAVEN STREET | BALTIMORE | MD | 21224 | PC | TO SUPPORT HOME DELIVERED MEAL PROGRAM | $75,000 | |
| MILDRED MINDELL CANCER FOUNDATION INC | |||||||
| 9 OLD CREEK ROAD | OWINGS MILLS | MD | 21117 | PC | TO PROVIDE GRANT FOR OPERATING SUPPORT | $15,000 | |
| MISSION OF MERCY INC | |||||||
| 22 SOUTH MARKET STREET | FREDERICK | MD | 21701 | PC | TO PROVIDE FREE MEDICAL AND DENTAL CARE FOR UNINSURED AND UNDERINSURED PATIENTS | $57,500 | |
| MONTESSORI SCHOOL OF WESTMINSTER INC | |||||||
| 1055 MONTESSORI DRIVE | WESTMINSTER | MD | 21158 | PC | TO PROVIDE TRANSPORTATION/ACCESS | $30,000 | |
| MOUNTAIN WEST MILITIA BOOSTER CLUB | |||||||
| 6499 S CASTLEFORD DRIVE | TAYLORSVILLE | UT | 84129 | PC | TO SUPPORT 2020 MORALE AND QUALITY OF LIFE EVENTS FOR THE MEMBERS AND FAMILIES OF THE UTAH AIR NATIONAL GUARD | $25,000 | |
| NABVETS OF AMERICA INC | |||||||
| P O BOX 11432 | MILWAUKEE | WI | 53211 | PC | TO PROVIDE GRANT FOR OPERATING SUPPORT | $5,000 | |
| NATIONAL AQUARIUM INC | |||||||
| 501 E PRATT STREET | BALTIMORE | MD | 21202 | PC | TO SUPPORT HENRY HALL SUMMER SCHOLARS | $40,000 | |
| NATIONAL MARITIME HERITAGE FOUNDATION INC | |||||||
| 600 WATER STREET SW UNIT 9-16 | WASHINGTON | DC | 20024 | PC | TO SUPPORT YOUTH SCHOLARSHIP PROGRAM AND FLEET ENHANCEMENT | $25,000 | |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET BUILDING 5326 | VIRGINIA BEACH | VA | 23459 | PC | TO PROVIDE TRAGEDY ASSISTANCE AND SURVIVOR SUPPORT | $50,000 | |
| PENN-MAR HUMAN SERVICES | |||||||
| 310 OLD FREELAND ROAD | FREELAND | MD | 21053 | PC | TO SUPPORT CAREER LADDERS PROGRAM FOR DIRECT SUPPORT PROFESSIONALS AT CHANGE INC | $50,000 | |
| PORT DISCOVERY CHILDREN'S MUSEUM | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | PC | TO SUPPORT PLAYING TODAY, LEADING TOMORROW CAPITAL CAMPAIGN | $75,000 | |
| ROAD HOME | |||||||
| 210 SOUTH RIO GRANDE STREET | SALT LAKE CITY | UT | 84101 | PC | TO SUPPORT ROAD HOME PROJECT 2020 | $50,000 | |
| ROCKY MOUNTAIN UNIVERSITY OF HEALTH PROFESSIONS FOUNDATION | |||||||
| 122 EAST 1700 SOUTH | PROVO | UT | 84606 | PC | TO SUPPORT THE COMMUNITY REHABILITATION CLINIC | $125,000 | |
| ROLAND PARK COUNTRY SCHOOL | |||||||
| 5204 ROLAND AVENUE | BALTIMORE | MD | 21210 | PC | TO SUPPORT ANNUAL FUND FOR FINANCIAL ASSISTANCE FOR MULTIPLE SCHOLARS | $30,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF MARYLAND INC | |||||||
| 1 AISQUITH STREET | BALTIMORE | MD | 21202 | PC | TO PROVIDE ANNUAL OPERATING GRANT 2020 AND SHUFFLE SPONSORSHIP | $55,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA INC | |||||||
| 935 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | PC | TO SUPPORT GALA GUARDIAN OF LIGHT AND GUEST ROOM ADDITION | $150,000 | |
| ROOT FOR KIDS | |||||||
| 2044 MESA PALMS DRIVE | ST GEORGE | UT | 84770 | PC | TO SUPPORT NURTURING STRONG BEGINNINGS AND SECRET GARDEN GALA | $30,000 | |
| SALVATION ARMY OF CENTRAL MARYLAND | |||||||
| 814 LIGHT STREET | BALTIMORE | MD | 21230 | PC | TO FUND THE CARROLL COUNTY FAMILY SERVICE CENTER REPAIRS | $25,000 | |
| SAMARITAN'S PURSE | |||||||
| P O BOX 3000 | BOONE | NC | 28607 | PC | TO PROVIDE GRANT FOR OPERATING SUPPORT | $20,000 | |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 PMB 609 | OCEANSIDE | CA | 92057 | PC | TO SUPPORT TRANSITION PROGRAM IN THE MID-ATLANTIC REGION | $80,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | TO PROVIDE INPATIENT BEDS | $50,000 | |
| SILVER OAK ACADEMY | |||||||
| P O BOX 250 | KEYMAR | MD | 21757 | PC | TO FUND TOOLS FOR LIFE E-COMMERCE CENTER AND APPRENTICESHIP PROGRAM | $25,000 | |
| SINAI HOSPITAL OF BALTIMORE INC | |||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | PC | TO FUND REQUEST FOR 3D PRINTER FOR NEUROLOGICAL AND REHAB SERVICES PROGRAM | $175,000 | |
| SISTERS ACADEMY OF BALTIMORE INC | |||||||
| 139 FIRST AVENUE | BALTIMORE | MD | 21227 | PC | TO PROVIDE GRANT FOR OPERATING SUPPORT | $15,000 | |
| SPRINGBOARD COMMUNITY SERVICES | |||||||
| 4623 FALLS ROAD | BALTIMORE | MD | 21209 | PC | TO FUND FAMILY SUPPORT CENTER AT WEST END PLACE | $150,000 | |
| SPY HOP PRODUCTIONS | |||||||
| 669 S WEST TEMPLE SUITE 202 | SALT LAKE CITY | UT | 84101 | PC | TO FUND NEW YOUTH MEDIA ARTS CENTER | $250,000 | |
| SQUASHWISE INC | |||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | PC | TO SUPPORT SQUASHWISE YOUTH DEVELOPMENT PROGRAM | $50,000 | |
| STELLA H OAKS FOUNDATION | |||||||
| 450 SIMMONS WAY SUITE 630 | KAYSVILLE | UT | 84047 | PC | TO PROVIDE SCHOLARSHIPS FOR SINGLE MOTHERS | $100,000 | |
| STEVENSON UNIVERSITY | |||||||
| 1525 GREENSPRING VALLEY ROAD | STEVENSON | MD | 21153 | PC | TO PROVIDE BIOMEDICAL ENGINEERING START-UP FUNDS AND STUDENT SCHOLARSHIPS | $100,000 | |
| SUCCESS IN EDUCATION FOUNDATION | |||||||
| 111 EAST BROADWAY SUITE 900 | SALT LAKE CITY | UT | 84111 | PC | TO SUPPORT CODE TO SUCCESS | $250,000 | |
| TOWSON UNIVERSITY FOUNDATION | |||||||
| 8000 YORK ROAD | TOWSON | MD | 21252 | PC | TO SUPPORT TOWSON UTEACH AND ENGLISH LANGUAGE LEARNER (ELL) STUDENT SUCCESS FUND | $100,000 | |
| TRI COUNTY COUNCIL FOUNDATION | |||||||
| 31901 TRI COUNTY WAY | SALISBURY | MD | 21804 | PC | TO SUPPORT PROJECT OPPORTUNITY | $10,000 | |
| TRIANGLE EDUCATION FOUNDATION | |||||||
| 120 SOUTH CENTER STREET | PLAINFIELD | IN | 46168 | PC | TO FUND KAHLERT FOUNDATION FIRST ROBOTICS INITIATIVE | $50,000 | |
| TYLER ROBINSON FOUNDATION | |||||||
| 400 S 4TH STREET SUITE 500 | LAS VEGAS | NV | 89101 | PC | TO SUPPORT RISE UP GALA | $250,000 | |
| ULMAN CANCER FUND FOR YOUNG ADULTS | |||||||
| 1215 EAST FORT AVENUE SUITE 104 | BALTIMORE | MD | 21230 | PC | TO SUPPORT ULMAN HOUSE | $100,000 | |
| UNIVERSITIES SPACE RESEARCH ASSOCIATION | |||||||
| 7178 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | PC | TO SUPPORT USRA'S STEMACTION CENTER | $25,000 | |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC | |||||||
| 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | TO SUPPORT GLYBURIDE AS A NOVEL NON-ADDICTIVE TREATMENT FOR CHRONIC PAIN AND DEVELOPMENT OF NCGC43 FOR TREATING ALCOHOLISM | $200,000 | |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION INC | |||||||
| 110 SOUTH PACA STREET | BALTIMORE | MD | 21201 | PC | TO SUPPORT CENTER FOR INNOVATION IN CLINICAL AND TRANSLATIONAL SHOCK AND INJURY RESEARCH | $125,000 | |
| UNIVERSITY OF MARYLAND ST JOSEPH MEDICAL CENTER | |||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | PC | TO SUPPORT MIRACLES HAPPEN HERE: THE CAMPAIGN FOR SUSTAINING SURGICAL EXCELLENCE | $125,000 | |
| UNIVERSITY OF UTAH HOSPITAL FOUNDATION | |||||||
| 127 SOUTH 500 EAST SUITE 200 | SALT LAKE CITY | UT | 84102 | PC | TO SUPPORT UNIVERSITY OF UTAH MEDICAL SCHOOL | $500,000 | |
| UNIVERSITY OF UTAH SCHOOL OF BUSINESS | |||||||
| 1655 EAST CAMPUS CENTER DRIVE | SALT LAKE CITY | UT | 84112 | PC | TO SUPPORT UNIVERSITY OF UTAH BUSINESS SCHOOL | $300,000 | |
| UNIVERSITY OF UTAH | |||||||
| 332 SOUTH 1400 EAST SUITE 150 | SALT LAKE CITY | UT | 84112 | PC | TO FUND UNIVERSITY OF UTAH KAHLERT TOWER AND HEALTH CARDIOLOGY/GENOMIC DISCOVERY INNOVATION FILM | $1,200,000 | |
| UROLOGY CARE FOUNDATION | |||||||
| 1000 CORPORATE BOULEVARD | LINTHICUM | MD | 21090 | PC | TO FUND BLADDER CANCER PATIENT EDUCATION VIDEOS | $80,000 | |
| UTAH FILM CENTER | |||||||
| 50 WEST BROADWAY SUITE 1125 | SALT LAKE CITY | UT | 84101 | PC | TO SUPPORT MEDIA EDUCATION AND SUNDANCE GALA | $30,000 | |
| UTAH NONPROFITS ASSOCIATION INC | |||||||
| 231 EAST 400 SOUTH SUITE 345 | SALT LAKE CITY | UT | 84111 | PC | TO SUPPORT UTAH PHILANTHROPY DAY 2020 | $5,000 | |
| UTAH SYMPHONY & OPERA | |||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | PC | TO SUPPORT EDUCATION AND COMMUNITY OUTREACH PROGRAMS | $50,000 | |
| VEHICLES FOR CHANGE | |||||||
| 4111 WASHINGTON BOULEVARD | HALETHORPE | MD | 21227 | PC | TO SUPPORT BUILDING CAPACITY IN MARYLAND | $75,000 | |
| VESTRY OF ST DAVID'S | |||||||
| 4700 ROLAND AVENUE | BALTIMORE | MD | 21210 | PC | TO PROVIDE GRANT FOR OPERATING SUPPORT | $25,000 | |
| WARRIOR RISING | |||||||
| 7731 SOUTH BARCLAY DRIVE SUITE 102 | MIDVALE | UT | 84047 | PC | TO PROVIDE GRANT FOR OPERATING SUPPORT | $150,000 | |
| WESLEY FREEDOM UMCSOUTH CARROLL FOOD PANTRY | |||||||
| 961 JOHNSVILLE ROAD | SYKESVILLE | MD | 21784 | PC | TO SUPPORT SOUTH CARROLL FOOD PANTRY | $25,000 | |
| WESTMINSTER RESCUE MISSION | |||||||
| P O BOX 285 | WESTMINSTER | MD | 21158 | PC | TO PROVIDE ONGOING SUPPORT FOR THE FOOD PROGRAM | $50,000 | |
| WOMAN TO WOMAN MENTORING INC | |||||||
| 792 OPPOSSUMTOWN PIKE ANNAPOLIS | FREDERICK | MD | 21702 | PC | TO FUND OPERATING COSTS, WIS STEM #4 AND PHASE #1 PLAN DEVELOPMENT FOR CARROLL COUNTY WIS STEM PROGRAM | $30,000 | BLDG A-103 |
| YMCA OF CENTRAL MARYLAND INC | |||||||
| 303 WEST CHESAPEAKE AVENUE | BALTIMORE | MD | 21204 | PC | TO SUPPORT INVEST IN BALTIMORE'S FUTURE MISSION EXPANSION CAMPAIGN AND EMERGENCY RESPONSE TO THE COVID-19 PUBLIC HEALTH CRISIS | $375,000 | |
| YOUNIQUE FOUNDATION | |||||||
| 3400 W MAYFLOWER AVE SUITE 500 | LEHI | UT | 84043 | PC | TO SUPPORT THE HAVEN RETREAT | $75,000 | |
| ZACHING AGAINST CANCER FOUNDATION | |||||||
| 6700 ALEXANDER BELL DRIVE SUITE 185 | COLUMBIA | MD | 21046 | PC | TO SUPPORT EXPANSION OF DIRECT PATIENT OUTREACH PROGRAM | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,820,250 | 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 | $59,332 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $570,679 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,373,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,003,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,003,319 | 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 FEES | CategoryTxt |
| Amt | $22,000 | Amt |
| Net Investment Income | $22,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MISSION STATEMENT | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THE KAHLERT FOUNDATION'S MISSION IS TO PROVIDE GRANTS TO NON-PROFIT ORGANIZATIONS TO IMPROVE THE QUALITY OF LIFE AND WELL-BEING OF THE COMMUNITY IN THE AREAS OF HEALTH CARE, YOUTH PROGRAMS, EDUCATION, VETERAN ORGANIZATIONS, AND HUMAN SERVICES. OUR FOCUS IS IN MARYLAND AND UTAH BUT ALSO INCLUDES NORTHERN VIRGINIA, SOUTHERN PENNSYLVANIA, AND WASHINGTON DC. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,594,865 | EOYBookValueAmt |
| EOYFMV | $1,695,955 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $58,661,330 | $250,004,948 |
| MUTUAL FUNDS | $15,630,555 | $17,254,996 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $957,242 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $989,523 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $148,190 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $150,593 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $154 | $154 | $0 |
| MISCELLANEOUS | $18 | $18 | $0 |
| OFFICE EXPENSE | $275 | $275 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $210 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $210 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $210 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS | Desc |
| Amt | $20,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES | $3,928 | $3,928 | $0 |
| INVESTMENT MANAGEMENT FEES | $124,161 | $124,161 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX ON INVESTMENT INCOME FOR FYE 06/30/2019 | $166,514 | $0 | $0 |
| FOREIGN TAXES WITHHELD ON INVESTMENTS | $2,070 | $2,070 | $0 |
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