The Kirk Family Foundation: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- The Kirk Family Foundation (EIN 52-2358200)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349100343
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T08:39:50-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen W Oliner | PreparerPersonNm |
| PTIN | P00075590 | 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 | 2017-11-13 | IPDt |
| IP Tm | 10:46:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0072772C14B0C59B8D328B359D052ECA2D65AB6E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0072772C14B0C59B8D328B359D052ECA2D65AB6E | 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 | $1,098,064 | 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 | $254,208 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $91,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,350 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $294,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,146 | 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 | $4,519 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,519 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,314 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,314 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,519 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $260,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $244,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,678 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $316,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,964 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $326,590 | CorporateStockBOYAmt |
| Corporate Stock EOY | $563,018 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $721,411 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $272,615 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $295,376 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $322,689 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $916,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $912,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,098,064 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $916,098 | UnrestrictedBOYAmt |
| Unrestricted EOY | $912,358 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $916,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $912,358 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $916,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $912,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $916,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,297 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $950,395 | SubtotalAmt |
| Other Decreases | $38,037 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $912,358 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $14,371 | $13,023 | $1,348 | $1,348 |
| Publicly Traded Securities | P | $51,523 | $35,758 | $15,765 | $15,765 |
| Publicly Traded Securities | D | $24,906 | $10,460 | $14,446 | $14,446 |
| Capital Gains Dividends | P | $791 | $791 | $791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,350 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $488,051 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,089,676 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.447886 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $304,605 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,146,661 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.265645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $211,861 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,079,901 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.196186 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $168,722 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $943,147 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.178893 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,529 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,138,777 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.157651 | DistributionYr5Rt |
| Total Distribution | 1.246261 | TotalDistributionRt |
| Average Distribution | 0.249252 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $900,176 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,371 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $407 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,778 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $244,519 | 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 | $407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,668 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,668 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,261 | OverpaymentAmt |
| Applied To ES Tax | $1,261 | 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 |
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 | $791,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $913,884 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $913,884 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $900,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $407 | TotalTaxAmt |
| Distributable Before Adj | $44,602 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,602 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,602 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $244,519 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $244,519 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $407 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $244,112 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,602 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $122,867 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $122,441 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $158,288 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $248,968 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $436,943 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,089,507 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $244,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,602 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $199,917 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,289,424 | 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 | $122,867 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,166,557 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $122,441 | ExcessFromYear4Amt |
| Excess From Year3 | $158,288 | ExcessFromYear3Amt |
| Excess From Year2 | $248,968 | ExcessFromYear2Amt |
| Excess From Year1 | $436,943 | ExcessFromYear1Amt |
| Excess From Current Year | $199,917 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 |
| CAL RIPKEN SR FOUNDATION | |||||||
| 1427 CLARKVIEW RD SUITE 100 | BALTIMORE | MD | 21209 | NONE | 509(a)(1) | TO HELP DISADVANTAGED YOUTH USING BASEBALL PROGRAMS | $80,000 |
| 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 | $50,000 |
| 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 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,000 | 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 | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,771 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,476 | 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 | $254,208 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly Traded Stock and Mutual Funds (4,136 Total Shares) | NoncashPropertyDesc |
| Fair Market Value | $254,208 | FairMarketValueAmt |
| Received | 2016-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,519 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,519 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (87 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYS INC COM | $2,996 | $4,118 |
| ALPHABET INC CAP STOCK CLASS A | $1,166 | $3,170 |
| ALPHABET INC CAP STOCK CLASS C SHARES | $1,166 | $7,718 |
| ALPHABET INC CAP STOCK CLASS C SHARES - DONATED | $7,851 | $3,087 |
| ALTRIA GROUP INC COM | $3,237 | $10,819 |
| ALTRIA GROUP INC COM - DONATED | $49,282 | $49,363 |
| AMERICAN ELEC PWR INC COM | $9,434 | $13,222 |
| AMERICAN INTL GROUP INC COM NEW | $3,515 | $3,919 |
| AMERICAN WTR WKS CO INC NEW COM | $4,276 | $7,236 |
| APPLE INC COM | $3,096 | $4,749 |
| AT&T INC COM | $7,801 | $12,334 |
| AT&T INC COM - DONATED | $16,498 | $16,502 |
| B&G FOODS INC NEW COM - DONATED | $11,590 | $16,644 |
| BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | $6,703 | $14,057 |
| BROOKFIELD INFRAST PARTNERS LP LP INT UNIT - DONATED | $16,912 | $17,070 |
| CELGENE CORP COM - DONATED | $3,515 | $3,473 |
| CINCINNATI FINL CORP COM | $5,900 | $15,150 |
| CINCINNATI FINL CORP COM - DONATED | $22,788 | $22,725 |
| CINTAS CORP COM | $2,129 | $2,311 |
| CME GROUP INC | $2,937 | $3,461 |
| COLGATE PALMOLIVE CO COM | $3,285 | $3,272 |
| COMCAST CORP NEW CL A - DONATED | $3,430 | $4,143 |
| CONSOLIDATED COMM HLDGS INC COM | $9,646 | $15,305 |
| COSTCO WHSL CORP NEW COM | $2,506 | $4,803 |
| COSTCO WHSL CORP NEW COM - DONATED | $11,271 | $11,208 |
| CVS HEALTH CORPORATION | $0 | $0 |
| DANAHER CORP DEL COM | $1,255 | $1,557 |
| DISNEY WALT CO COM DISNEY | $4,241 | $5,211 |
| DOMINION RES INC VA NEW COM | $4,870 | $10,723 |
| DOMINION RES INC VA NEW COM - DONATED | $25,189 | $25,275 |
| DUKE ENERGY CORP NEW COM NEW | $7,340 | $11,721 |
| ECOLAB INC COM | $1,107 | $1,172 |
| EDWARDS LIFESCIENCES CORP COM | $1,004 | $2,343 |
| EPR PPTYS COM SH BEN INT | $7,436 | $15,789 |
| EPR PPTYS COM SH BEN INT - DONATED | $18,208 | $18,660 |
| EQUIFAX INC COM | $1,308 | $1,182 |
| ESSEX PPTY TR INC COM | $2,152 | $2,325 |
| EVERSOURCE ENERGY COM | $3,696 | $7,567 |
| EVERSOURCE ENERGY COM - DONATED | $33,051 | $33,359 |
| EXXON MOBIL CORP COM | $4,456 | $4,513 |
| FACEBOOK INC CL A - DONATED | $3,195 | $4,602 |
| GILEAD SCIENCES INC COM | $0 | $0 |
| GLAXOSMITHKLINE PLC SPONSORED ADR | $5,720 | $5,391 |
| GRAMERCY PPTY TR COM | $7,081 | $8,262 |
| HEXCEL CORP NEW COM | $0 | $0 |
| HOME DEPOT INC COM - DONATED | $4,077 | $5,363 |
| HONEYWELL INTL INC COM | $4,210 | $4,634 |
| JOHNSON & JOHNSON COM | $1,007 | $1,152 |
| JPMORGAN CHASE & CO COM | $3,381 | $7,766 |
| JPMORGAN CHASE & CO COM - DONATED | $15,570 | $15,532 |
| LIBERTY PPTY TR | $7,103 | $9,875 |
| LOCKHEED MARTIN CORP COM | $8,324 | $9,998 |
| LOWES COS INC COM | $978 | $1,422 |
| LTC PPTYS INC COM | $8,374 | $14,094 |
| MAGNA INTL INC COM | $2,300 | $3,472 |
| MASTERCARD INC CL A | $5,947 | $8,260 |
| MICROSOFT CORP COM | $3,954 | $4,971 |
| NATIONAL RETAIL PPTYS INC COM | $6,903 | $12,818 |
| NXP SEMICONDUCTORS N V COM | $3,222 | $4,901 |
| PAYCHEX INC COM | $5,933 | $11,567 |
| PAYCHEX INC COM - DONATED | $20,856 | $20,699 |
| PEPSICO INC COM | $4,151 | $4,185 |
| PHILIP MORRIS INTL INC COM | $7,208 | $13,724 |
| PRUDENTIAL FINL INC COM | $0 | $0 |
| PULTE GROUP INC COM | $4,138 | $4,044 |
| SCANA CORP NEW COM | $9,704 | $15,389 |
| SCHLUMBERGER LTD COM | $4,314 | $5,037 |
| SIX FLAGS ENTMT CORP NEW COM | $7,916 | $9,594 |
| STARBUCKS CORP COM | $1,607 | $2,776 |
| TEXTRON INC COM | $0 | $0 |
| THERMO FISHER SCIENTIFIC INC COM - DONATED | $6,422 | $7,055 |
| UNITEDHEALTH GROUP INC COM | $3,686 | $4,801 |
| US BANCORP DEL COM NEW | $2,568 | $3,082 |
| VECTOR GROUP LTD COM | $5,563 | $10,324 |
| VECTREN CORP COM | $3,732 | $8,344 |
| VERITIV CORP COM - DONATED | $216 | $215 |
| VERIZON COMMUNICATIONS INC COM | $5,305 | $9,075 |
| VISA INC COM CL A - DONATED | $5,233 | $6,242 |
| W P CAREY INC COM | $5,220 | $5,318 |
| WABTEC CORP COM | $1,107 | $1,660 |
| WAL-MART STORES INC COM | $1,301 | $1,382 |
| WELLS FARGO & CO NEW COM | $0 | $0 |
| WELLTOWER INC COM - DONATED | $10,710 | $9,370 |
| WHITEWAVE FOODS CO COM CL A | $0 | $0 |
| XCEL ENERGY INC COM | $8,491 | $15,466 |
| XCEL ENERGY INC COM - DONATED | $16,519 | $16,687 |
| ZOETIS INC CL A | $1,529 | $1,606 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CITY NATL ROCHDALE FDS EMKTS FD CL N | AT COST | $38,402 | $46,237 |
| CITY NATL ROCHDALE FDS FXD INC OPP FD N | AT COST | $62,746 | $61,639 |
| CITY NATL ROCHDALE FDS INTER FXD INC N | AT COST | $126,792 | $126,720 |
| TWEEDY BROWNE FD INC GLOBAL VALUE | AT COST | $23,539 | $22,392 |
| VANGUARD INDEX FDS MCAP GR IDXVIP | AT COST | $22,103 | $34,211 |
| VANGUARD INDEX FDS MCAP VL IDXVIP | AT COST | $21,794 | $31,490 |
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 | $38,037 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 - BROOKFIELD INFRASTRUCTURE PARTNERS, L.P. | Desc |
| Revenue And Expenses Per Books | $97 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $97 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 - BROOKFIELD INFRASTRUCTURE PARTNERS, L.P. | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RIM SECURITIES ADVISORY FEES | CategoryTxt |
| Amt | $12,314 | Amt |
| Net Investment Income | $12,314 | 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 | $57 | $57 | $0 |
| FEDERAL EXCISE TAX | $3,400 | $0 | $0 |
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