CONTINO FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CONTINO FAMILY FOUNDATION (EIN 86-1116070)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201733149349100718
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T10:08:15-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E PRATT STREET SUITE 525 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861116070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Contino Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONT | BusinessNameControlTxt |
| Phone | 4107719596 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o PBMares 500 E Pratt St No 525 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francis A Contino | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4107719596 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ricka E Neuman | PreparerPersonNm |
| PTIN | P00631167 | PTIN |
| Phone | 4106596200 | PhoneNum |
| Preparation | 2017-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.10.80.132 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 15:48:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7EAC0F0A083D54EE046A9C15098E0D70F8B406AF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,506,716 | 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 | $154,388 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,542 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,542 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $232,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,703 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $215,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,254 | 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 | $4,230 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,230 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,119 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,231 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,231 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,023 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,381 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,061 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,061 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,061 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $222,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $222,170 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $627,423 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $586,428 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $651,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $827,851 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $926,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $924,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,506,716 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $926,027 | CapitalStockBOYAmt |
| Capital Stock EOY | $924,623 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $926,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $924,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $926,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $924,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $926,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $937,108 | SubtotalAmt |
| Other Decreases | $12,485 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $924,623 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $201,100 | $190,447 | $10,653 | $10,653 |
| Capital Gains Dividends | P | $31,050 | $31,050 | $31,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,703 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $41,703 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $338,430 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,451,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.233086 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,905 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,361,042 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.119691 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $189,470 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,409,592 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134415 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $218,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,317,461 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.166153 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,529 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,293,165 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.148882 | DistributionYr5Rt |
| Total Distribution | 0.802227 | TotalDistributionRt |
| Average Distribution | 0.160445 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,476,876 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $236,957 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $570 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $237,527 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,730 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,140 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,140 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,205 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,405 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,265 | OverpaymentAmt |
| Applied To ES Tax | $1,265 | 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 | DLA Piper US LLLP | IndividualWithBooksNm |
| Phone | 4105804172 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093600 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francis A Contino | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 Daniels Parkway 29-208 | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,453,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,061 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,499,367 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,499,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,476,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,844 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,844 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,140 | TotalTaxAmt |
| Distributable Before Adj | $72,704 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,704 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,704 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,730 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $199,730 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,730 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,704 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $128,679 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $153,949 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $189,470 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $96,244 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $267,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $836,164 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,730 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,704 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $127,026 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $963,190 | 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 | $128,679 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $834,511 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $153,949 | ExcessFromYear4Amt |
| Excess From Year3 | $189,470 | ExcessFromYear3Amt |
| Excess From Year2 | $96,244 | ExcessFromYear2Amt |
| Excess From Year1 | $267,822 | ExcessFromYear1Amt |
| Excess From Current Year | $127,026 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Francis A Contino | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Calvert Hall College HS | |||||||
| 8102 Lasalle Road | Towson | MD | 21286 | N/A | PC | General Support | $8,500 |
| Catholic Community of St Francis Xavier | |||||||
| 13717 Cuba Road PO Box 407 | Hunt Valley | MD | 21030 | N/A | PC | General Support | $20,000 |
| United Way of Central MD | |||||||
| 100 S Charles St | Baltimore | MD | 21201 | N/A | PC | Further allocation for general support to Partners in Excellence, St. Francis Church, Catholic Charities, United Way, Cristo Rey Jesuit HS scholarships for inner city youth | $135,000 |
| USM Foundation | |||||||
| 3300 Metzerott Road | Adelphi | MD | 20783 | N/A | PC | General Support | $1,000 |
| Women's Education Alliance | |||||||
| 308 W Joppa Road | Towson | MD | 21204 | N/A | PC | Archbishop Borders playground | $10,000 |
| Lee Memorial Hospital of Florida | |||||||
| 9981 S Heathpark Dr | Fort Myers | FL | 33908 | N/A | PC | General Support | $2,500 |
| Archbishops Annual Appeal | |||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | N/A | PC | General Support | $5,000 |
| Global Share Resource Foundation | |||||||
| 340 S US Highway 1 Unit 104 | Jupiter | FL | 33477 | N/A | PC | General Support | $5,000 |
| Catholic Charities | |||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | N/A | PC | General Support | $1,000 |
| Search Ministries Inc | |||||||
| 5038 Dorsey Hall Dr | Ellicott City | MD | 21042 | N/A | PC | General Support | $2,500 |
| Catholic Relief Services | |||||||
| 228 West Lexington Street | Baltimore | MD | 21201 | N/A | PC | General Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,500 | 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 | $19,542 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,254 | 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 (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Francis A and Betty Contino | |||||||
| 1 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $16,062 | Yes (X) | |
| Francis A and Betty Contino | |||||||
| 2 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $7,565 | Yes (X) | |
| Francis A and Betty Contino | |||||||
| 3 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $5,335 | Yes (X) | |
| Francis A and Betty Contino | |||||||
| 4 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $9,130 | Yes (X) | |
| Francis A and Betty Contino | |||||||
| 5 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $19,519 | Yes (X) | |
| Francis A and Betty Contino | |||||||
| 6 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $7,508 | Yes (X) | |
| Francis A and Betty Contino | |||||||
| 7 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $9,427 | Yes (X) | |
| Francis A and Betty Contino | |||||||
| 8 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $13,077 | Yes (X) | |
| Francis A and Betty Contino | |||||||
| 9 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $17,001 | Yes (X) | |
| Francis A and Betty Contino | |||||||
| 10 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $27,230 | Yes (X) | |
| Francis A and Betty Contino | |||||||
| 11 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $22,534 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 892.318 shares Royce Premier Fd Investment Cl | $16,062 | 2016-12-12 |
| 2 | 629.918 shares Royce PA Mutual Fd Svc | $7,565 | 2016-12-12 |
| 3 | 533.510 shares PIMCO Total Return Class D | $5,335 | 2016-12-12 |
| 4 | 280.489 shares Oppenheimer Dev Markets A | $9,130 | 2016-12-12 |
| 5 | 613.032 shares Franklin Mutual Glbl Discovery A | $19,519 | 2016-12-12 |
| 6 | 201.114 shares MFS Value Class A | $7,508 | 2016-12-12 |
| 7 | 373.660 shares AKRE Focus Fund Retail | $9,427 | 2016-12-12 |
| 8 | 399.411 shares Heartland Select Val | $13,077 | 2016-12-12 |
| 9 | 686.894 shares Gabelli Eqty Inc Fd | $17,001 | 2016-12-12 |
| 11 | 928.873 shares Fairholme Fd | $22,534 | 2016-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $4,230 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,230 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| McCormick non-voting stock | $44,277 | $122,262 |
| McCormick voting stock | $177,893 | $505,161 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fidelity Advisor Strategic Income Fd | AT COST | $0 | $0 |
| Templeton Global Fund | AT COST | $0 | $0 |
| Akre Focus Fund Retail | AT COST | $69,976 | $139,466 |
| MFS Value Class A | AT COST | $51,181 | $77,529 |
| Oppenheimer Dev Markets | AT COST | $30,246 | $32,226 |
| Franklin Growth | AT COST | $101,782 | $155,569 |
| TRP Equity Income | AT COST | $56,902 | $57,256 |
| TRP Value | AT COST | $16,821 | $21,937 |
| Gabelli Equity Income Fund | AT COST | $59,351 | $65,569 |
| Royce Pennsylvania Fund Service | AT COST | $34,776 | $32,806 |
| OppenheimerSteelPath | AT COST | $0 | $0 |
| Franklin Mutual Global | AT COST | $45,926 | $52,171 |
| Heartland Select | AT COST | $26,280 | $29,774 |
| Royce Premier Fund | AT COST | $38,457 | $38,580 |
| TRP QM US Small Cap | AT COST | $24,415 | $27,959 |
| Fairholme Fund | AT COST | $72,371 | $75,428 |
| Lord Abbett Short Duration Income Cl A | AT COST | $16,381 | $16,230 |
| PIMCO Total Return Class D | AT COST | $6,146 | $5,351 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV adjustment of stock received | Desc |
| Amt | $12,485 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $4,119 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,119 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Taxes | $112 | $112 | $0 | $0 |
| Income Tax | $600 | $0 | $0 | $0 |
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