DONNIE WILLIAMS FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DONNIE WILLIAMS FOUNDATION INC (EIN 45-5442255)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201603209349100900
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T08:19:55-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521224986PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKS & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 72AddressLine1Txt
CitySALISBURYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP218030072ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455442255EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONNIE WILLIAMS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONNBusinessNameControlTxt
Phone4107495350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 WILLIAMSPORT CIRCLEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21804ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK L GRANGER CPAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4107495350PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN M STERN CPAPreparerPersonNm
PTINP00000490PTIN
Phone4105465600PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,676,132FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,727,231ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$93,803InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$93,803InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$174,409DividendsRevAndExpnssAmt
Dividends Net Invst Incm$172,389DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$58,532GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$58,532GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$25,305NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$1,884,807NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,779,299GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$177,656OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$177,656OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$19,346,824TotalRevAndExpnssAmt
Total Net Invst Incm$502,380TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$223,635LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$66,806AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,700AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$43,512OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$33,512OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$27,022InterestRevAndExpnssAmt
Interest Net Invst Incm$27,022InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$11,385TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,149TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$14,116OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$14,116OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$135,432OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$135,432OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$521,908TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$227,931TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$541,908TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$227,931TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,804,916ExcessRevenueOverExpensesAmt
Net Investment Income$274,449NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$824,333CashBOYAmt
Sav And Temp Cash Invst EOY$5,127,036SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,127,036SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$198,320AcctRcvblAmt
Acct Rcvbl EOY$198,320AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$198,320AcctRcvblEOYFMVAmt
Mortgage Loans BOY$0MortgageLoansBOYAmt
Mortgage Loans EOY$948,859MortgageLoansEOYAmt
Mortgage Loans EOYFMV$948,859MortgageLoansEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$12,328,034OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,894,917OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,027,000LandBldgEquipCostOrOtherBssAmt
Land BOY$0LandBOYAmt
Land EOY$1,027,000LandEOYAmt
Land EOYFMV$507,000LandEOYFMVAmt
Total Assets BOY$824,333TotalAssetsBOYAmt
Total Assets EOY$19,629,249TotalAssetsEOYAmt
Total Assets EOYFMV$18,676,132TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$824,333RetainedEarningBOYAmt
Retained Earning EOY$19,629,249RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$824,333TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,629,249TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$824,333TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,629,249TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$824,333TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,804,916ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$19,629,249SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,629,249TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
ENVESTNET 11169P$133,866$144,319-$10,453-$10,453
ENVESTNET 11169P$128,451$130,277-$1,826-$1,826
SC ENVESTNET 11177P$156,564$201,251-$44,687-$44,687
SC ENVESTNET 11177P$132,504$144,029-$11,525-$11,525
KEELY 11185P$103,626$109,901-$6,275-$6,275
KEELY 11185P$118,792$150,665-$31,873-$31,873
ABNER HERMAN & BROCKP$27,252$35,352-$8,100-$8,100
JEFFRIESP$155,000$155,001-$1-$1
BHR OFFSHOREP-$171,686-$171,686
Z CAPITAL PARTNERSP$220,119$220,119
BHR OFFSHORE - PASS THRUP$48,108$48,108
BHR OFFSHOREP$2,258,353$2,543,096-$284,743-$284,7432015-12-31
MUDRICKP$3,127,359$4,480,461-$1,353,102-$1,353,1022015-12-31
RBR EUROPEANP$2,435,715$2,666,295-$230,580-$230,5802015-12-31
CAPITAL GAINS DIVIDENDSP$1,817$1,817$1,817
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,884,807CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$318,620NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,726NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$15,036,377NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,744NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,744AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,744InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,744SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,744TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$64EsPenaltyAmt
Tax Due$2,808TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARK L GRANGER CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4107495350PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 WILLIAMSPORT CIRCLEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21804ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK L GRANGER CPA
101 WILLIAMSPORT CIRCLESALISBURYMD21804PRESIDENT/TREASURER2.00$0$0$0
GREGORY W JOHNSON
PO BOX 59HEBRONMD21830VICE PRESIDENT1.00$0$0$0
KIMBERLY C ROEMER CPA
101 WILLIAMSPORT CIRCLESALISBURYMD21804SECRETARY1.00$0$0$0
K KIRK KINNAMON
32077 SPEARIN ROADSALISBURYMD21804DIRECTOR1.00$0$0$0
ALLEN C BROWN
1017 NORTH DELANO AVESALISBURYMD21801DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,774,616AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$644,872AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,845,869FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,265,357TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,265,357AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$228,980CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,036,377NetVlNoncharitableAssetsAmt
Minimum Investment Return$751,819MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$751,819MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,744TaxBasedOnInvestmentIncomeAmt
Total Tax$2,744TotalTaxAmt
Distributable Before Adj$749,075DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$749,075DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$749,075DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,744PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$17,256AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$749,075DistributableAsAdjustedAmt
Undistributed Income PY$15,931UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Total For Prior Years$786TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt
Applied To Year1$15,931AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,069AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$786PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$786PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$745,006UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARK L GRANGER CPARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1101 WILLIAMSPORT CIRCLEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4107495350RecipientPhoneNum
Recipient Email AddressMARK@GRANGERCPA.COMRecipientEmailAddressTxt
Form And Info And MaterialsREQUESTS SHOULD BE SUBMITTED IN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ST MARY'S COUNTY PUBLIC SCHOOLBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line123160 MOAKLEY STREETAddressLine1Txt
CityLEONARDTOWNCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20650ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusGOVRecipientFoundationStatusTxt
Grant Or Contribution PurposeDOWNPAYMENT ON $361,000 GRANT FOR AFTER SCHOOL PROGRAMGrantOrContributionPurposeTxt
Amt$20,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93,803ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$174,409ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$25,305ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$177,656ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$1,884,807ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$1,413,634ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,413,634TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
DONNIE WILLIAMS IRREVOCABLE TRUST
1C/O OBER KALER GRIMES SHRIVER 100 LBALTIMOREMD21202$317,729Yes (X)
DONNIE WILLIAMS IRREVOCABLE TRUST
2C/O OBER KALER GRIMES SHRIVER 100 LBALTIMOREMD21202$20,091,773Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2PUBLICLY TRADED SECURITIES$858,0062016-02-15
2NOTES AND MORTGAGES RECEIVABLE$960,0862016-02-15
2REAL ESTATE$1,027,0002016-02-15
25% INTEREST IN RENTAL PROPERTY$555,0002016-02-15
2ALTERNATIVE INVESTMENTS (HEDGE FUNDS, WARRANTS, REITS, PREFERRED STOCK)$16,691,6812016-02-15

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$66,806Amt
Net Investment Income$6,700NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MANAGED INVESTMENTSAT COST$9,907,319$9,511,261
ALTERNATIVE INVESTMENTSAT COST$1,752,161$1,727,471
OTHER INVESTMENTSAT COST$668,554$656,185

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$223,635LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORTOLIO DEDUCTIONS$130,780$130,780$0
OPERATING EXPENSES$3,685$3,685$0
ADMINISTRATIVE$967$967$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER BROKERAGE INCOME$5,034$5,034$5,034
Z CAPITAL PARTNERS - PORTFOLIO INCOME$3,552$3,552$3,552
BHR OFFSHORE - ORDINARY INCOME-$514-$514-$514
MUDRICK - ORDINARY INCOME$169,584$169,584$169,584

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OUTSIDE CONTRACT SERVICES$10,000$0$0
MANAGEMENT FEES$33,512$33,512$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,009$1,009$0
TAX ON UNDISTRIBUTED INCOME$236$0$0
FOREIGN WITHHOLDING TAXES$1,111$1,111$0
REAL ESTATE TAXES$9,029$9,029$0

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