CHARLES C BAUM FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES C BAUM FOUNDATION INC (EIN 52-1342909)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-10-09
- IRS object ID
- 201822829349100502
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-09T10:30:51-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521342909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES C BAUM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4107031025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 HOLLY FARMS ROAD | AddressLine1Txt |
| City | SEVERNA PARK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA P BAUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4107031025 | PhoneNum |
| Signature | 2018-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH MAHER | PreparerPersonNm |
| PTIN | P00286158 | PTIN |
| Phone | 4107275735 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,968,096 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $586 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $586 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $447,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,430 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $162,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,909 | 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 |
| Legal Fees Rev And Expnss | $605 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,330 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $204,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $204,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $204,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,784 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $164,740 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $345,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $345,193 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,128,588 | CorporateStockBOYAmt |
| Corporate Stock EOY | $892,416 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,622,903 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,293,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,237,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,968,096 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $178,011 | CapitalStockBOYAmt |
| Capital Stock EOY | $178,011 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,115,317 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,059,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,293,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,237,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,293,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,237,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,293,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,452 | OtherIncreasesAmt |
| Subtotal | $1,237,609 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,237,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 14.101 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FD CL A | 2017-03-27 | 2017-06-09 | $147 | $140 | $7 | $7 | |
| 30.134 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FD CL A | 2016-09-23 | 2017-06-09 | $313 | $286 | $27 | $27 | |
| 29.087 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FD CL A | 2016-12-27 | 2017-06-09 | $303 | $257 | $46 | $46 | |
| 72.358 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FD CL A | 2016-06-16 | 2017-06-09 | $753 | $631 | $122 | $122 | |
| .06 SHS T ROWE PRICE GOVERNMENT MONEY FUND INC | 2017-01-03 | 2017-01-06 | $0 | $0 | |||
| 300 SHS GOPRO INC CL A | 2014-11-25 | 2016-12-14 | $2,588 | $22,489 | -$19,901 | -$19,901 | |
| 1,492.55 SHS T ROWE PRICE GOVERNMENT MONEY FUND INC. | 2015-12-21 | 2017-01-06 | $1,493 | $1,493 | $0 | $0 | |
| 10 SHS CIBL INC. | 1981-04-24 | 2017-02-01 | $13,394 | $214 | $13,180 | $13,180 | |
| 200 SHS MCDONALDS CORP | 1984-05-30 | 2017-02-02 | $24,639 | $466 | $24,173 | $24,173 | |
| 150 SHS UNITEDHEALTH GROUP INC. | 2015-10-24 | 2017-02-02 | $24,051 | $17,350 | $6,701 | $6,701 | |
| 1,000 SHS CHECK POINT SOFTWARE TECHNOLOGIES LTD | 2015-10-24 | 2017-03-06 | $98,998 | $80,467 | $18,531 | $18,531 | |
| 6.184 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CL A | 2015-10-24 | 2017-06-09 | $64 | $57 | $7 | $7 | |
| 8.441 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CL A | 2015-10-24 | 2017-06-09 | $88 | $77 | $11 | $11 | |
| 16.768 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CL A | 2016-03-17 | 2017-06-09 | $174 | $145 | $29 | $29 | |
| 19.758 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CL A | 2015-12-22 | 2017-06-09 | $205 | $166 | $39 | $39 | |
| 36.965 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CL A | 2015-10-24 | 2017-06-09 | $384 | $339 | $45 | $45 | |
| 46.446 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CL A | 2015-10-24 | 2017-06-09 | $483 | $426 | $57 | $57 | |
| 56.982 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CL A | 2015-10-24 | 2017-06-09 | $593 | $523 | $70 | $70 | |
| 7,060.9 SHS AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND CL A | 2015-10-24 | 2017-06-09 | $73,433 | $64,748 | $8,685 | $8,685 | |
| 45.162 SHS EUROPACIFIC GROWTH FUND CL A | 2015-10-24 | 2017-07-20 | $2,434 | $2,199 | $235 | $235 | |
| 49.15 SHS EUROPACIFIC GROWTH FUND CL A | 2015-10-24 | 2017-07-20 | $2,649 | $2,393 | $256 | $256 | |
| 59.219 SHS EUROPACIFIC GROWTH FUND CL A | 2015-10-24 | 2017-07-20 | $3,192 | $2,883 | $309 | $309 | |
| 59.319 SHS EUROPACIFIC GROWTH FUND CL A | 2015-10-24 | 2017-07-20 | $3,197 | $2,888 | $309 | $309 | |
| 73.224 SHS EUROPACIFIC GROWTH FUND CL A | 2015-10-24 | 2017-07-20 | $3,947 | $3,565 | $382 | $382 | |
| 104.741 SHS EUROPACIFIC GROWTH FUND CL A | 2015-10-24 | 2017-07-20 | $5,646 | $5,100 | $546 | $546 | |
| 109.049 SHS EUROPACIFIC GROWTH FUND CL A | 2015-10-24 | 2017-07-20 | $5,878 | $5,310 | $568 | $568 | |
| 163.415 SHS EUROPACIFIC GROWTH FUND CL A | 2015-10-24 | 2017-07-20 | $8,808 | $7,957 | $851 | $851 | |
| 264.365 SHS EUROPACIFIC GROWTH FUND CL A | 2015-10-24 | 2017-07-20 | $14,249 | $12,872 | $1,377 | $1,377 | |
| 1,019.368 SHS GROWTH FUND OF AMERICA (THE) CLASS A | 2015-10-24 | 2017-07-20 | $50,000 | $45,800 | $4,200 | $4,200 | |
| 5 SHS LICT CORPORATION | 1991-04-24 | 2017-07-20 | $48,818 | $2,965 | $45,853 | $45,853 | |
| 200 SHS ALIBABA GROUP HOLDING LTD SPONSORED ADR | 2014-11-25 | 2017-09-08 | $33,751 | $22,747 | $11,004 | $11,004 | |
| 500 SHS UNDER ARMOR INC | 2007-12-28 | 2017-11-07 | $5,894 | $2,701 | $3,193 | $3,193 | |
| CAPITAL GAINS DIVIDENDS | $16,518 | $16,518 | $16,518 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,430 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $231,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,859,801 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.124347 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,960 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,072,311 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048456 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,056 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $920,378 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026137 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,102 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $771,875 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041590 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,299 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $621,564 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087359 | DistributionYr5Rt |
| Total Distribution | 0.327889 | TotalDistributionRt |
| Average Distribution | 0.065578 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,864,918 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $122,298 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,628 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,926 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $204,750 | 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 | $1,628 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,628 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,609 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,609 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,981 | OverpaymentAmt |
| Applied To ES Tax | $6,981 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA P BAUM | IndividualWithBooksNm |
| Phone | 4105736717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 HOLLY FARMS ROAD | AddressLine1Txt |
| City | SEVERNA PARK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA P BAUM | ||||||||
| 457 HOLLY FARMS ROAD | SEVERNA PARK | MD | 21146 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| SYLVIA HOROWITZ | ||||||||
| 5201 HESPERUS DRIVE | COLUMBIA | MD | 21044 | VICE PRESIDENT/ASST SEC | 0.50 | $0 | $0 | $0 |
| JOHN E BAUM | ||||||||
| 4711 HOLLINS FERRY ROAD | BALTIMORE | MD | 21227 | VICE PRESIDENT/SEC | 0.50 | $0 | $0 | $0 |
| KATHERINE J BAUM | ||||||||
| 2842 WOOSLEY ST APT 3 | BERKLEY | CA | 94705 | ASST VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| MATTHEW CBAUM | ||||||||
| 34 CHARLCOTE PL | BALTIMORE | MD | 21218 | ASST VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,636,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $256,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,893,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,893,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,864,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,628 | TotalTaxAmt |
| Distributable Before Adj | $91,618 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,618 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,618 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $204,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $204,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,628 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $203,122 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,076 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $141,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $204,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,618 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,132 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $266,358 | 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 | $12,076 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $254,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $141,150 | ExcessFromYear1Amt |
| Excess From Current Year | $113,132 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA B BAUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 HOLLY FARMS ROAD | AddressLine1Txt |
| City | SEVERNA PARK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4107031025 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMS OR MATERIALS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | GENERAL | $25,000 |
| BALTIMORE SCHOOL FOR THE ARTS | |||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | GENERAL | $110,000 |
| CHESAPEAKE CONSERVANCY | |||||||
| 716 GIDDINGS AVE SUITE 42 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC | GENERAL | $1,000 |
| CHILDREN'S SCHOLARSHIP FUND BALTIMORE | |||||||
| 1000 ST PAUL STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | GENERAL | $500 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC | GENERAL | $7,500 |
| ENOCH PRATT FREE LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | GENERAL | $10,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PUBLIC | GENERAL | $5,000 |
| JOHNS HOPKINS UNIVERSITY AND MEDICINE PROJECT RESTORE DIVISION | |||||||
| 550 N BROADWAY SUITE 731 | BALTIMORE | MD | 21205 | NONE | PUBLIC | GENERAL | $1,000 |
| MENTOR NATIONAL MENTORING PARTNERSHIP | |||||||
| 201 SOUTH STREET 6TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL | $20,000 |
| OPEN SOCIETY INSTITUTE | |||||||
| 201 N CHARLES ST 1300 | BALTIMORE | MD | 21201 | NONE | PUBLIC | GENERAL | $1,250 |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDAR ST | PRINCETON | NJ | 08540 | NONE | PUBLIC | GENERAL | $500 |
| SHAREBABY | |||||||
| PO BOX 341 | BROOKLANDVILLE | MD | 21022 | NONE | PUBLIC | GENERAL | $500 |
| THE ASSOCIATED | |||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | PUBLIC | GENERAL | $10,000 |
| THE SEED SCHOOL OF MARYLAND | |||||||
| 200 FONT HILL AVE | BALTIMORE | MD | 21223 | NONE | PUBLIC | GENERAL | $2,500 |
| TROY UNIVERSITY FOUNDATION ROSA PARKS MUSEUM | |||||||
| 600 UNIVERSITY AVE | TROY | AL | 36082 | NONE | PUBLIC | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $204,750 | 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 | $586 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $120,912 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $162,909 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,909 | 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 | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SHARES OF ALIBABA GROUP HOLDING LTD | $34,121 | $53,124 |
| AMERICAN FUNDS DEVELOPING WORLD | $0 | $0 |
| 400 SHARES OF AMGEN | $5,079 | $70,264 |
| 600 SHARES OF BERKSHIRE HATHAWAY | $36,200 | $115,806 |
| 5,277.954 SHARES OF BLACK ROCK GLOBAL ALLOCATION | $96,151 | $108,093 |
| CHECKPOINT SOFTWARE | $0 | $0 |
| CIBL INC | $0 | $0 |
| 400 SHARES OF CITIGROUP INC | $16,336 | $30,200 |
| 1,000 SHARES OF COCA COLA | $723 | $45,770 |
| 800 SHARES OF COLGATE PALMOLIVE | $779 | $57,960 |
| 1,877.641 SHARES OF COLUMBIA ACORN | $74,872 | $90,671 |
| 2,460.354 SHARES OF EURO PACIFIC GROWTH FUND | $107,503 | $140,609 |
| 800 SHARES OF EXXON | $37,306 | $66,632 |
| 2,700 SHARES OF GENERAL ELECTRIC | $51,156 | $49,383 |
| 400 SHARES OF GOPRO, INC | $29,985 | $3,416 |
| 4,264.165 SHARES OF GROWTH FUND OF AMERICA | $173,723 | $223,485 |
| 1,000 SHARES OF HANNON ARMSTRONG | $17,280 | $23,770 |
| 400 SHARES OF ISHARES MSCI EAFE ETF | $24,776 | $28,044 |
| 400 SHARES OF JOHNSON & JOHNSON | $4,472 | $55,732 |
| 5 SHARES OF LICT CORP | $2,965 | $56,125 |
| 500 SHARES OF MCDONALD'S | $1,164 | $85,985 |
| 1,000 SHARES OF MORGAN GROUP HOLDING | $7,505 | $71 |
| 333 SHARES OF PROCTOR & GAMBLE CO | $1,149 | $29,967 |
| 400 SHARES OF QUALCOM INC | $160 | $26,536 |
| 500 SHARES OF THE HERSHEY COMPANY | $29,220 | $55,465 |
| UNDER ARMOR | $0 | $0 |
| 503 SHARES OF UNDER ARMOUR INC CLASS C COMMON STOCK | $2,628 | $6,001 |
| 600 SHARES OF UNUITED HEALTH GROUP INC | $69,399 | $136,902 |
| 600 SHARES OF WALT DISNEY | $67,764 | $62,892 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $605 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK/WIRE FEES | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $6,452 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $18,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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