The Kirk Family Foundation: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- The Kirk Family Foundation (EIN 52-2358200)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201933129349100733
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T14:35:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-01 | 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 | 107.1.94.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-01 | IPDt |
| IP Tm | 12:27:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A76662EE7B519E8E9E8B05A53AFF16AF8519213 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $724,351 | 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 | $233,984 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $356,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,726 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $294,705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,061 | 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 | $1,124 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,124 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,677 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,677 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,410 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $111 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,124 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $387,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,273 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,574 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $441,354 | CorporateStockBOYAmt |
| Corporate Stock EOY | $494,097 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $540,835 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $300,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $158,393 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $178,942 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $777,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $657,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $724,351 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $777,887 | UnrestrictedBOYAmt |
| Unrestricted EOY | $657,064 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $777,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $657,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $777,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $657,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $777,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $672,131 | SubtotalAmt |
| Other Decreases | $15,067 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $657,064 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $136,899 | $96,886 | $40,013 | $40,013 |
| PUBLICLY TRADED SECURITIES | P | $218,696 | $124,199 | $94,497 | $94,497 |
| CAPITAL GAINS DIVIDENDS | P | $1,216 | $1,216 | $1,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,726 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $512,379 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $830,606 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.616874 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $244,112 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $900,176 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.271183 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $488,051 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,089,676 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.447886 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $304,605 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,146,661 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.265645 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $211,861 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,079,901 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.196186 | DistributionYr5Rt |
| Total Distribution | 1.797774 | TotalDistributionRt |
| Average Distribution | 0.359555 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $697,798 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $250,897 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,423 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $252,320 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $387,374 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $953 | OverpaymentAmt |
| Applied To ES Tax | $953 | 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 |
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 | $732,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$24,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $708,424 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $708,424 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $697,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,423 | TotalTaxAmt |
| Distributable Before Adj | $33,467 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,467 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $387,374 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $387,374 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,423 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $385,951 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $158,288 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $248,968 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $436,943 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $199,917 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $475,169 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,519,285 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $387,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $353,907 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,873,192 | 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 | $158,288 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,714,904 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $248,968 | ExcessFromYear4Amt |
| Excess From Year3 | $436,943 | ExcessFromYear3Amt |
| Excess From Year2 | $199,917 | ExcessFromYear2Amt |
| Excess From Year1 | $475,169 | ExcessFromYear1Amt |
| Excess From Current Year | $353,907 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAL RIPKEN SR FOUNDATION | |||||||
| 1427 CLARKVIEW RD SUITE 100 | BALTIMORE | MD | 21209 | NONE | 509(A)(1) | TO HELP DISADVANTAGED YOUTH USING BASEBALL PROGRAMS | $10,000 |
| 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 | $10,000 |
| 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 |
| 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 | $111,000 |
| 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 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 401 NORTH BROADWAY | BALTIMORE | MD | 21287 | NONE | 509(A)(1) | TO PROVIDE SUPPORT TO JOHNS HOPKINS UNIVERSITY RESEARCH | $100,000 |
| CHESAPEAKE BAY AREA CHARITIES | |||||||
| PO BOX 753 | BEL AIR | MD | 21014 | NONE | 509(A)(1) | TO PROVIDE SUPPORT FOR LOCAL CHARITIES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,250 | 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 | $16,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,386 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,721 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,721 | 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 | $233,984 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 380 SHARES OF NETFLIX STOCK | $124,032 | 2018-08-05 |
| 1 | 400 SHARES OF NETFLIX STOCK | $109,952 | 2018-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,124 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,124 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC COM | $2,996 | $9,050 |
| ALPHABET INC CAP STOCK CLASS A - DONATED | $26,505 | $26,124 |
| ALTRIA GROUP INC COM - DONATED | $12,827 | $9,384 |
| AMERICAN ELEC PWR INC COM | $5,166 | $8,595 |
| APPLE INC COM | $3,096 | $6,467 |
| APPLE INC COM - DONATED | $16,036 | $14,828 |
| B&G FOODS INC NEW COM - DONATED | $11,590 | $10,986 |
| CINCINNATI FINL CORP COM - DONATED | $15,192 | $15,484 |
| CINTAS CORP COM | $2,129 | $3,360 |
| CME GROUP INC | $2,937 | $5,644 |
| DOMINION ENERGY INC COM - DONATED | $5,572 | $5,217 |
| DUKE ENERGY CORP NEW COM NEW | $7,340 | $13,031 |
| EDWARDS LIFESCIENCES CORP COM | $1,004 | $3,829 |
| EPR PPTYS COM SH BEN INT - DONATED | $5,252 | $4,802 |
| EVERSOURCE ENERGY COM - DONATED | $10,287 | $12,228 |
| FACEBOOK INC CL A - DONATED | $1,598 | $2,622 |
| HOME DEPOT INC COM - DONATED | $3,058 | $5,155 |
| HONEYWELL INTL INC COM | $4,040 | $5,285 |
| JOHNSON & JOHNSON COM | $1,007 | $1,291 |
| JPMORGAN CHASE & CO COM - DONATED | $9,948 | $11,226 |
| LIBERTY PPTY TR | $7,103 | $10,470 |
| LOCKHEED MARTIN CORP COM | $4,162 | $5,237 |
| MAGNA INTL INC COM - DONATED | $5,131 | $4,091 |
| MASTERCARD INC CL A | $4,856 | $12,262 |
| MICROSOFT CORP COM | $3,954 | $8,126 |
| NATIONAL RETAIL PPTYS INC COM | $6,903 | $14,068 |
| NETFLIX INC COM - DONATED | $233,984 | $208,775 |
| PAYCHEX INC COM - DONATED | $11,041 | $11,727 |
| PHILIP MORRIS INTL INC COM | $3,123 | $4,339 |
| PULTE GROUP INC COM | $1,518 | $1,949 |
| SIX FLAGS ENTMT CORP NEW COM | $4,453 | $5,007 |
| THERMO FISHER SCIENTIFIC INC COM - DONATED | $5,138 | $8,952 |
| UNITEDHEALTH GROUP INC COM | $3,686 | $7,474 |
| VERIZON COMMUNICATIONS INC COM | $5,305 | $9,557 |
| VERIZON COMMUNICATIONS INC COM - DONATED | $17,582 | $18,553 |
| VISA INC COM CL A - DONATED | $4,252 | $8,576 |
| WELLTOWER INC COM - DONATED | $10,710 | $9,717 |
| XCEL ENERGY INC COM - DONATED | $12,087 | $14,781 |
| ZOETIS INC CL A | $1,529 | $2,566 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIERA CAP SER TR CAPTL EMERG INSTL | AT COST | $29,298 | $34,540 |
| CITY NATL ROCHDALE FDS FXD INC OPP FD N | AT COST | $22,203 | $20,995 |
| CITY NATL ROCHDALE FDS INTER FXD INC N | AT COST | $53,578 | $52,565 |
| TWEEDY BROWNE FD INC GLOBAL VALUE | AT COST | $19,319 | $18,350 |
| VANGUARD INDEX FDS MCAP GR IDXVIP | AT COST | $17,957 | $28,486 |
| VANGUARD INDEX FDS MCAP VL IDXVIP | AT COST | $16,038 | $24,006 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FOR STKS & MUT FD SALES PREV BOOKED AT FMV ON DATE OF GIFT | Desc |
| Amt | $15,067 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RIM SECURITIES ADVISORY FEES | CategoryTxt |
| Amt | $9,677 | Amt |
| Net Investment Income | $9,677 | 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 | $111 | $111 | $0 |
| FEDERAL EXCISE TAX | $3,299 | $0 | $0 |
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