The Kirk Family Foundation: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- The Kirk Family Foundation (EIN 52-2358200)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-17
- IRS object ID
- 201612919349100401
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-17T07:54:19-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-10-05 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,031,128 | 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 | $250,038 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $52 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $517,141 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,897 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$280 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $391,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,906 | 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 | $3,439 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,439 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,039 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $12 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $967 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $89 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $486,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $486,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $505,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $489,739 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$114,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,778 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,534 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $316,893 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $316,893 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $557,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $326,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $423,659 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $423,991 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $272,615 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $290,576 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,028,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $916,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,031,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,028,144 | UnrestrictedBOYAmt |
| Unrestricted EOY | $916,098 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,028,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $916,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,028,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $916,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,028,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$114,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,148 | OtherIncreasesAmt |
| Subtotal | $916,098 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $916,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM K-1 - ENTERPRISE PRODUCTS PARTNERS L.P. | P | $5 | $5 | $5 | |
| PUBLICLY TRADED SECURITIES | $4,005 | -$282 | -$282 | $4,287 | |
| PUBLICLY TRADED SECURITIES | $305,107 | $36,819 | $36,819 | $268,288 | |
| PUBLICLY TRADED SECURITIES | $206,710 | $122,041 | $122,041 | $84,669 | |
| CAPITAL GAINS DIVIDENDS | P | $1,314 | $1,314 | $1,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,897 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $304,605 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,146,661 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.265645 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $211,861 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,079,901 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.196186 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $168,722 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $943,147 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.178893 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $179,529 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,138,777 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.157651 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $239,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,114,757 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.214890 | DistributionYr5Rt |
| Total Distribution | 1.013265 | TotalDistributionRt |
| Average Distribution | 0.202653 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,089,676 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $220,826 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,688 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $222,514 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $489,739 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,688 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,688 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,688 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $1,692 | OverpaymentAmt |
| Applied To ES Tax | $1,692 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | $1,047,652 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,106,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,106,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,089,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,688 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,688 | TotalTaxAmt |
| Distributable Before Adj | $52,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $489,739 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $489,739 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,688 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $488,051 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $184,014 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $122,867 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $122,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $158,288 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $248,968 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $836,578 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $489,739 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $436,943 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,273,521 | 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 | $184,014 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,089,507 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $122,867 | ExcessFromYear4Amt |
| Excess From Year3 | $122,441 | ExcessFromYear3Amt |
| Excess From Year2 | $158,288 | ExcessFromYear2Amt |
| Excess From Year1 | $248,968 | ExcessFromYear1Amt |
| Excess From Current Year | $436,943 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAL RIPKEN SR FOUNDATION | ||||||||
| 1427 CLARKVIEW RD SUITE 100 | BALTIMORE | MD | 21209 | NONE | 509(A)(1) | TO HELP DISADVANTAGED YOUTH USING BASEBALL PROGRAMS | $105,000 | |
| 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 | |
| KENNEDY KRIEGER INSTITUTE | ||||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | NONE | 509(A)(1) | TO IMPROVE THE LIVES OF KIDS WITH PEDIATRIC DEVELOPMENT | $5,000 | |
| 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 | $185,000 | |
| THE KEVIN SPACEY FOUNDATION AMERICA | ||||||||
| C/O CHAPEL AND YORK 1000 N WEST ST | WILMINGTON | DE | 19801 | NONE | 509(A)(1) | TO PROMOTE AND SUPPORT EDUCATION IN THE DRAMATIC ARTS | $5,000 | STE 1200 |
| PROJECT CURE INC | ||||||||
| 11800 N JAMES H MCGEE BLVD | DAYTON | OH | 45417 | NONE | 509(A)(1) | TO PROVIDE SERVICES TO BOTH OUTPATIENT AND RESIDENTIAL CLIENTS STRESSING A DRUG FREE LIFESTYLE | $500 | |
| 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 | $75,000 | |
| YMCA OF CENTRAL MARYLAND | ||||||||
| 303 WEST CHESAPEAKE AVENUE | BALTIMORE | MD | 21204 | NONE | 509(A)(1) | TO PROMOTE YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY | $10,000 | |
| MARINE CORPS LEAGUE FOUNDATION INC | ||||||||
| PO BOX 3070 | MERRIFIELD | VA | 221163070 | NONE | 509(A)(1) | TO ADMINISTER HUMANITARIAN AID, SCHOLARSHIP AND YOUTH FUND PROGRAMS | $200 | |
| U EMPOWER OF MD | ||||||||
| 760 RITCHIE HIGHWAY | SEVERNA PARK | MD | 21146 | NONE | 509(A)(1) | TO PROVIDE FOOD RESCUE, STREET OUTREACH AND YOUTH EMPOWERMENT. | $600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $486,300 | 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 | $52 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,846 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|
| FROM K-1 - ENTERPRISE PRODUCTS PARTNERS L.P. | -$1,810 |
| ORDINARY GAIN FROM DISPOSAL OF PTP | $1,530 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$280 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $141,855 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,575 | 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 | $250,038 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,439 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,439 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FROM K-1 - ENTERPRISE PRODUCTS PARTNERS L.P. | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Basis | $242 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$242 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ATTACHMENT TO FORM 990-PF PAGE 2 PART II LINE 10B | FormAndLineReferenceDesc |
| Medium Explanation | THE BOOK VALUE OF THE SECURITIES HELD AT THE END OF THE YEAR ARE LISTED AT COST. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CAP STOCK CLASS A | $1,166 | $3,109 |
| ALPHABET INC CAP STOCK CLASS C SHARES | $1,166 | $3,035 |
| ALTRIA GROUP INC COM | $3,233 | $9,313 |
| AMERICAN ELEC PWR INC COM | $9,434 | $12,236 |
| AMERICAN WTR WKS CO INC NEW COM | $4,276 | $5,974 |
| APPLE INC COM | $12,418 | $16,946 |
| AT&T INC COM | $7,801 | $9,979 |
| B&G FOODS INC NEW COM - DONATED | $11,590 | $13,308 |
| BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | $6,703 | $10,615 |
| CELGENE CORP COM | $16,847 | $7,186 |
| CINCINNATI FINL CORP COM | $5,900 | $11,834 |
| COMCAST CORP NEW CL A | $10,740 | $12,979 |
| CONSOLIDATED COMM HLDGS INC COM | $9,646 | $11,942 |
| COSTCO WHSL CORP NEW COM | $2,506 | $4,845 |
| CVS HEALTH CORPORATION | $9,908 | $6,844 |
| DISNEY WALT CO COM DISNEY | $4,241 | $5,254 |
| DOMINION RES INC VA NEW COM | $4,870 | $9,470 |
| DUKE ENERGY CORP NEW COM NEW | $7,340 | $10,780 |
| EDWARDS LIFESCIENCES CORP COM | $3,212 | $6,318 |
| EPR PPTYS COM SH BEN INT | $7,436 | $12,859 |
| EVERSOURCE ENERGY COM | $3,696 | $6,997 |
| EXXON MOBIL CORP COM | $4,456 | $3,898 |
| FACEBOOK INC CL A | $12,636 | $11,513 |
| GILEAD SCIENCES INC COM | $3,753 | $8,095 |
| GLAXOSMITHKLINE PLC SPONSORED ADR | $4,536 | $4,439 |
| GRAMERCY PPTY TR COM | $7,081 | $6,948 |
| HEXCEL CORP NEW COM | $1,926 | $2,323 |
| HOME DEPOT INC COM | $6,913 | $5,290 |
| JPMORGAN CHASE & CO COM | $3,381 | $5,943 |
| LIBERTY PPTY TR | $7,103 | $7,763 |
| LOWES COS INC COM | $3,423 | $5,323 |
| LTC PPTYS INC COM | $8,374 | $12,942 |
| MAGNA INTL INC COM | $2,300 | $3,245 |
| MASTERCARD INC CL A | $5,947 | $7,789 |
| NATIONAL RETAIL PPTYS INC COM | $6,903 | $11,615 |
| PAYCHEX INC COM | $5,933 | $10,049 |
| PHILIP MORRIS INTL INC COM | $7,208 | $13,187 |
| PRUDENTIAL FINL INC COM | $4,355 | $6,513 |
| PULTE GROUP INC COM | $4,138 | $3,920 |
| SCANA CORP NEW COM | $9,704 | $12,703 |
| SCHLUMBERGER LTD COM | $4,314 | $4,185 |
| STARBUCKS CORP COM | $3,214 | $6,003 |
| TEXTRON INC COM | $2,789 | $3,781 |
| THERMO FISHER SCIENTIFIC INC COM | $7,884 | $7,093 |
| VECTOR GROUP LTD COM | $5,569 | $10,214 |
| VECTREN CORP COM | $3,732 | $6,787 |
| VERIZON COMMUNICATIONS INC COM | $5,305 | $7,857 |
| VISA INC COM CL A | $4,419 | $6,204 |
| WABTEC CORP COM | $3,320 | $4,267 |
| WELLS FARGO & CO NEW COM | $4,422 | $7,610 |
| WELLTOWER INC COM | $18,228 | $9,524 |
| WHITEWAVE FOODS CO COM CL A | $704 | $1,167 |
| XCEL ENERGY INC COM | $8,491 | $13,646 |
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 | $38,280 | $45,493 |
| CITY NATL ROCHDALE FDS FXD INC OPP FD N | AT COST | $43,243 | $40,003 |
| CITY NATL ROCHDALE FDS INTER FXD INC N | AT COST | $124,342 | $123,912 |
| TWEEDY BROWNE FD INC GLOBAL VALUE | AT COST | $22,853 | $21,200 |
| VANGUARD INDEX FDS MCAP GR IDXVIP | AT COST | $22,103 | $29,714 |
| VANGUARD INDEX FDS MCAP VL IDXVIP | AT COST | $21,794 | $30,254 |
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 | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FROM K-1 - ENTERPRISE PRODUCTS PARTNERS L.P. | -$1,810 | -$1,810 |
| ORDINARY GAIN FROM DISPOSAL OF PTP | $1,530 | $1,530 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FOR STKS & MUT FD SALES PREV BOOKED AT FMV ON DATE OF GIFT | Desc |
| Amt | $2,148 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RIM SECURITIES ADVISORY FEES | CategoryTxt |
| Amt | $15,039 | Amt |
| Net Investment Income | $15,039 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID - RIM SECURITIES | $89 | $89 | $0 |
| 2014 FEDERAL EXCISE TAX | $853 | $0 | $0 |
| ADDITIONAL 2014 FEDERAL EXCISE TAX | $25 | $0 | $0 |
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