JAMES AND JACQUELINE STRADTNER FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND JACQUELINE STRADTNER FOUNDATION INC (EIN 52-2147378)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-12
- IRS object ID
- 201932249349100203
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-12T09:56:52-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522147378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES & JACQUELINE STRADTNER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 4108215021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1219 BOYCE AVENUE | AddressLine1Txt |
| City | RUXTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212043604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES STRADTNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4108215021 | PhoneNum |
| Signature | 2019-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEYER T WOLMAN | PreparerPersonNm |
| PTIN | P00117425 | 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 | 2019-07-08 | IPDt |
| IP Tm | 16:09:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AB7DFB60C93AA1B331567231D7D48371795C5F56 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D02183F405E78DEB1C1AE266A48EC8688CB7DF24 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $308,671 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,556 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,868 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,868 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,243 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,060 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,101 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $202,570 | CorporateStockBOYAmt |
| Corporate Stock EOY | $200,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $295,570 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $208,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $308,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $218,172 | CapitalStockBOYAmt |
| Capital Stock EOY | $218,172 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$9,542 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$4,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $208,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $213,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $208,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $213,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $208,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $213,848 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $213,848 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| 600 SHS GENERAL ELECTRIC | $4,806 | $4,650 | $156 | $156 |
| 50 SHS JOHNSON & JOHNSON | $7,334 | $2,934 | $4,400 | $4,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,556 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,090 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $325,449 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049439 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,287 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $306,888 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049813 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,370 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $305,884 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053517 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $312,967 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049206 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $289,103 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044967 | DistributionYr5Rt |
| Total Distribution | 0.246942 | TotalDistributionRt |
| Average Distribution | 0.049388 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $320,951 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,851 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,983 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,875 | 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 | $132 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $132 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $325 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $150 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $475 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $343 | OverpaymentAmt |
| Applied To ES Tax | $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 | JAMES STRADTNER | IndividualWithBooksNm |
| Phone | 4108215021 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1219 BOYCE AVENUE | AddressLine1Txt |
| City | RUXTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212043604 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES STRADTNER | ||||||||
| 1219 BOYCE AVENUE | RUXTON | MD | 21204 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JACQUELINE STRADTNER | ||||||||
| 1219 BOYCE AVENUE | RUXTON | MD | 21204 | 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 | $312,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $325,839 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $325,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $320,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $132 | TotalTaxAmt |
| Distributable Before Adj | $15,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $132 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,743 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $57 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,336 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,959 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,759 | 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 | $3,759 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57 | ExcessFromYear4Amt |
| Excess From Year3 | $1,336 | ExcessFromYear3Amt |
| Excess From Year2 | $269 | ExcessFromYear2Amt |
| Excess From Year1 | $138 | ExcessFromYear1Amt |
| Excess From Current Year | $1,959 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES STRADTNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARCHBISHOPCARDINALS ANNUAL AND LENTEN APPEAL | ||||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | EXEMPT | UNRESTRICTED | $3,000 | |
| ATHLETES SERVING ATHLETES | ||||||||
| PO BOX 4222 | LUTHERVILLE | MD | 21094 | NONE | EXEMPT | UNRESTRICTED | $250 | |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |
| BOOTS FOR BALTIMORE | ||||||||
| 5603 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | EXEMPT | UNRESTRICTED | $250 | |
| CALVERT SCHOOL | ||||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |
| ENOCH PRATT FREE LIBRARY | ||||||||
| 700 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |
| ERDHEIM-CHESTER DISEASE GLOBAL ALLIANCE | ||||||||
| PO BOX 775 | DERIDDER | LA | 70634 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |
| GBMC SAFE PROGRAM | ||||||||
| 6701 NORTH CHARLES STREET | BALTIMORE | MD | 21204 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |
| HARBOUR SCHOOL | ||||||||
| 11251 DOLFIELD BLVD | OWINGS MILLS | MD | 21117 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |
| IMMACULATE CONCEPTION CHURCH | ||||||||
| 200 WARE AVENUE | TOWSON | MD | 21204 | NONE | EXEMPT | UNRESTRICTED | $2,500 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| PO BOX 1755 | SALISBURY | MD | 21802 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |
| MAKE-A-WISH FOUNDATION OF THE MID-ATLANTIC INC | ||||||||
| 6555 ROCK SPRING DRIVE SUITE 280 | BETHESDA | MD | 20817 | NONE | EXEMPT | UNRESTRICTED | $250 | |
| MARION HOUSE | ||||||||
| 949 GORSUCH AVENUE | BALTIMORE | MD | 21218 | NONE | EXEMPT | UNRESTRICTED | $500 | |
| MARYLAND FOOD BANK | ||||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | NONE | EXEMPT | UNRESTRICTED | $500 | |
| MEALS ON WHEELS | ||||||||
| 515 SOUTH HAVEN STREET | BALTIMORE | MD | 21224 | NONE | EXEMPT | UNRESTRICTED | $500 | |
| MERIT HEALTH LEADERSHIP ACADEMY | ||||||||
| 5200 EASTERN AVENUE MASON F LORD | BALTIMORE | MD | 21224 | NONE | EXEMPT | UNRESTRICTED | $1,000 | CENTER TOWER SUITE 385 |
| PREGNANCY ASSISTANCE CENTER NORTH INC | ||||||||
| PO BOX 7035 | THE WOODLANDS | TX | 77687 | NONE | EXEMPT | UNRESTRICTED | $1,000 | |
| THREE ARTS CLUB OF HOMELAND INC | ||||||||
| 4 WYNDHURST AVE | BALTIMORE | MD | 21210 | NONE | EXEMPT | UNRESTRICTED | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,556 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,868 | 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 | JAMES AND JACQUELINE STRADTNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1219 BOYCE AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT SECURITIES | StockNm |
| EOY Book Value | $200,747 | EOYBookValueAmt |
| EOYFMV | $295,570 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |