CHARLES C BAUM FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES C BAUM FOUNDATION INC (EIN 52-1342909)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-10-11
- IRS object ID
- 201602859349100600
- Schema version
- 2014v6.0
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-11T08:56:11-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | 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 | 2014-12-01 | 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 | 2016-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNARD K FLEISHMAN | PreparerPersonNm |
| PTIN | P00555823 | PTIN |
| Phone | 4107275735 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,997,796 | 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 | $6,577 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,778 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,013,508 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,035,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,780 | 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 | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,870 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $930,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,157 | CashBOYAmt |
| Cash EOY | $3,870 | CashEOYAmt |
| Cash EOYFMV | $3,870 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $76,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,553 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $380,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,333,985 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,940,373 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $460,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,391,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,997,796 | 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 | $282,762 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,213,397 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $460,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,391,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $460,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,391,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $460,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $930,635 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,391,408 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,391,408 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,056 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $920,378 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026137 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,102 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $771,875 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041590 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,299 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $621,564 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087359 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,076 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $512,278 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023573 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,467 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $455,716 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.196322 | DistributionYr5Rt |
| Total Distribution | 0.374981 | TotalDistributionRt |
| Average Distribution | 0.074996 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,072,311 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,419 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $158 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,577 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,960 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,864 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $7,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,364 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,049 | OverpaymentAmt |
| Applied To ES Tax | $10,049 | 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 (4 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 B BAUM | ||||||||
| 457 HOLLY FARMS ROAD | SEVERNA PARK | MD | 21146 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SYLVIA HOROWITZ | ||||||||
| 5201 HESPERUS DRIVE | COLUMBIA | MD | 21044 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JOHN E BAUM | ||||||||
| 4711 HOLLINS FERRY ROAD | BALTIMORE | MD | 21227 | TREASURER | 0.50 | $0 | $0 | $0 |
| CHARLES C BAUM | ||||||||
| 457 HOLLY FARMS ROAD | SEVERNA PARK | MD | 21146 | PRESIDENT | 1.00 | $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 | $1,084,781 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,088,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,088,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,072,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $315 | TotalTaxAmt |
| Distributable Before Adj | $53,301 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,301 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,301 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,301 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $49,471 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $12,076 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $61,547 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,341 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,341 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,206 | 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 | $48,130 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,076 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $12,076 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA B BAUM | ContributingManagerNm |
| Contributing Manager | CHARLES C BAUM | ContributingManagerNm |
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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF MARYLAND INC | |||||||
| 4413 LIBERTY HEIGHTS AVE | GWYNN OAK | MD | 21207 | NONE | PUBLIC | GENERAL | $200 |
| ALZHEIMERS ASSOCIATION | |||||||
| 1850 YORK ROAD SUITE D | TIMONIUM | MD | 21093 | NONE | PUBLIC | GENERAL | $200 |
| AMERICAN HEART ASSOCIATION | |||||||
| 217 E REDWOOD ST | BALTIMORE | MD | 21201 | NONE | PUBLIC | GENERAL | $100 |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | GENERAL | $9,948 |
| BALTIMORE SCHOOL FOR THE ARTS | |||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | GENERAL | $200 |
| BALTIMORE TREE TRUST | |||||||
| PO BOX 26202 | BALTIMORE | MD | 21210 | NONE | PUBLIC | GENERAL | $300 |
| BETH AM SYNAGOGUE | |||||||
| 2501 EUTAW PL | BALTIMORE | MD | 21217 | NONE | PUBLIC | GENERAL | $3,045 |
| COASTAL HOSPICE AND PALATIVE CARE | |||||||
| PO BOX 1733 | SALISBURY | MD | 21802 | NONE | PUBLIC | GENERAL | $500 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC | GENERAL | $6,250 |
| ENOCH PRATT FREE LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | GENERAL | $5,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 EYE STREET NW | WASHINGTON | DC | 20052 | NONE | PUBLIC | GENERAL | $20,228 |
| INSTITUTE OF NOTRE DAME | |||||||
| 901 AISQUITH STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | GENERAL | $200 |
| JEWISH COMMUNITY CENTER OF GREATER BALTIMORE | |||||||
| 3506 GWYNNBROOK AVE | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | GENERAL | $100 |
| JOHNS HOPKINS UNIVERSITY AND MEDICINE PROJECT RESTORE DIVISION | |||||||
| 550 N BROADWAY SUITE 731 | BALTIMORE | MD | 21205 | NONE | PUBLIC | GENERAL | $1,000 |
| MARYLAND SPCA | |||||||
| 3300 FALLS ROAD | BALTIMORE | MD | 21211 | NONE | PUBLIC | GENERAL | $1,000 |
| MINDING YOUR MIND | |||||||
| 124 SIDLEY AVE | ARDMORE | PA | 19003 | NONE | PUBLIC | GENERAL | $500 |
| MPT FOUNDATION | |||||||
| 11767 OWNINGS MILLS BLVD 2 | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | GENERAL | $1,000 |
| PHI BETA KAPPA SOCIETY | |||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | GENERAL | $39 |
| TEMPLE BETH OR | |||||||
| 2246 NARROW LAND ROAD | MONTGOMERY | AL | 36106 | NONE | PUBLIC | GENERAL | $1,000 |
| THE SEED SCHOOL OF MARYLAND | |||||||
| 200 FONT HILL AVE | BALTIMORE | MD | 21223 | NONE | PUBLIC | GENERAL | $1,000 |
| WILDERNESS LEADERSHIP AND LEARNING | |||||||
| 1758 PARK RD NW | WASHINGTON | DC | 20010 | NONE | PUBLIC | GENERAL | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,960 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,778 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RBC CAPITAL MARKETS SEP DISTRIBUTION | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,013,508 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,029,288 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,029,288 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHARLES C BAUM | |||||||
| 1 | 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | $1,246 | Yes (X) | Yes (X) |
| CHARLES C BAUM | |||||||
| 2 | 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | $5,331 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 535 SHS MCDONALDS CORP | $49,873 | 2014-12-22 |
| 2 | 500 SHS UNDER ARMOUR, INC. | $52,050 | 2015-09-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIBABA GROUP HOLDING LTD | $56,869 | $42,040 |
| AMERICAN FUNDS DEVELOPING WORLD | $65,881 | $63,284 |
| AMGEN | $5,079 | $64,440 |
| BERKSHIRE HATHAWAY | $36,200 | $80,454 |
| BLACK ROCK GLOBAL ALLOCATION | $86,684 | $93,568 |
| CHECKPOINT SOFTWARE | $79,985 | $86,420 |
| CIBL INC | $214 | $13,100 |
| CITIGROUP INC | $16,336 | $21,636 |
| COCA COLA | $723 | $42,620 |
| COLGATE PALMOLIVE | $779 | $52,544 |
| COLUMBIA ACORN | $71,095 | $73,326 |
| CROWN MEDIA | $91,753 | $73,710 |
| EURO PACIFIC GROWTH FUND | $218,564 | $233,441 |
| EXXON | $44,729 | $81,660 |
| FLOWSERVE CORP | $13,007 | $27,744 |
| GENERAL ELECTRIC | $2,690 | $20,958 |
| GOPRO, INC | $52,474 | $14,280 |
| GROWTH FUND OF AMERICA | $189,097 | $209,045 |
| HALIBURTON COMPANY | $38,825 | $39,130 |
| HANNON ARMSTRONG | $17,290 | $17,410 |
| ICTC GROUP | $0 | $3,380 |
| ISHARES MSCI EAFE ETF | $24,754 | $24,280 |
| JOHNSON & JOHNSON | $4,472 | $40,496 |
| KEELEY SMALL CAP VALUE FUND | $3,488 | $19,727 |
| KELLEY MID-CAP | $5,882 | $8,540 |
| LICT CORP | $5,931 | $55,000 |
| MCDONALD'S | $3,108 | $152,404 |
| MORGAN GROUP HOLDING | $7,505 | $200 |
| PROCTOR & GAMBLE CO | $1,149 | $24,922 |
| QUALCOM INC | $160 | $19,516 |
| THE HERSHEY COMPANY | $29,220 | $43,155 |
| UNDER ARMOR | $5,332 | $43,110 |
| UNUITED HEALTH GROUP INC | $87,000 | $85,755 |
| WALT DISNEY | $67,710 | $69,078 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK/WIRE FEES | $20 | $20 | $0 |
| RBC CAPITAL MARKETS SEP DISTRIBUTION ADJ TO REFLECT FMV AT DATE OF DEATH | $49,850 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RBC CAPITAL MARKETS SEP DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $1,013,508 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,013,508 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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