J S PLANK AND D M DICARLO FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
J S PLANK AND D M DICARLO FAMILY FOUNDATION INC (EIN 71-1040599)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-01
IRS object ID
201643069349100404
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)
Return2016-11-01T10:33:40-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520982413PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GROSS MENDELSOHN & ASSOCIATES PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line136 SOUTH CHARLES ST 18TH FLOORAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN711040599EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JS PLANK & DM DICARLO FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJSPLBusinessNameControlTxt
Phone4104546441PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DR NO 21100AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT PLANKPersonNm
Person TitlePRESIDENT/TREASPersonTitleTxt
Phone4104546441PhoneNum
Signature2016-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID A GOLDNERPreparerPersonNm
PTINP00519225PTIN
Phone4106855512PhoneNum
Preparation2016-10-26PreparationDt
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$16,663,413FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,079,368ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$343,870DividendsRevAndExpnssAmt
Dividends Net Invst Incm$343,870DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$399,447NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,645,332GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$399,447CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$80OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$80OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,822,765TotalRevAndExpnssAmt
Total Net Invst Incm$743,397TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$103,283OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$138InterestRevAndExpnssAmt
Interest Net Invst Incm$138InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$20,734TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,074TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,828OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,919OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$133,983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,131TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,197,447ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,197,447ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,331,430TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,131TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,197,447TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,491,335ExcessRevenueOverExpensesAmt
Net Investment Income$732,266NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,476,490CashBOYAmt
Cash EOY$196,910CashEOYAmt
Cash EOYFMV$196,910CashEOYFMVAmt
Other Nts And Loans Rcvbl$909,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$909,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$909,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$909,000OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$10,003,838OtherInvestmentsBOYAmt
Other Investments EOY$11,653,660OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,505,893OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,909OtherAssetsBOYAmt
Other Assets EOY$51,610OtherAssetsEOYAmt
Other Assets EOYFMV$51,610OtherAssetsEOYFMVAmt
Total Assets BOY$14,392,237TotalAssetsBOYAmt
Total Assets EOY$12,811,180TotalAssetsEOYAmt
Total Assets EOYFMV$16,663,413TotalAssetsEOYFMVAmt
Other Liabilities BOY$16,912OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$16,912TotalLiabilitiesBOYAmt
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$14,375,325RetainedEarningBOYAmt
Retained Earning EOY$12,811,180RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,375,325TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,811,180TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,392,237TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,811,180TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,375,325TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,491,335ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,866,660SubtotalAmt
Other Decreases$4,055,480OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,811,180TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
GOLDMAN SACHS A/C 67022015-03-262015-10-12$99,997$109,127-$9,130-$9,130
GOLDMAN SACHS A/C 67022000-01-012015-12-31$2,536,373$2,136,758$399,615$399,615
BREATHE BOOKS, LLC2000-01-012015-12-31$1,616$1,616$1,616P
CAPITAL GAINS DIVIDENDS$7,346$7,346$7,346P
FieldValueIRS element (for citing)
Capital Gain Net Income$399,447CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,090,454AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,413,601NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.168400DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,497,244AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,169,700NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.163282DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,362,471AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,649,049NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.204912DistributionYr3Rt
Adjusted Qlfy Distri Yr4$751,664AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,785,173NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.157082DistributionYr4Rt
Adjusted Qlfy Distri Yr5$542,735AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,576,590NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.151746DistributionYr5Rt
Total Distribution0.845422TotalDistributionRt
Average Distribution0.169084AverageDistributionRt
Net Vl Noncharitable Assets$13,966,014NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,361,430AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,323NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,368,753AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,197,447QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,645InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,645SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,645TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$56,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$56,000TotalPaymentsAndCreditsAmt
Overpayment$41,355OverpaymentAmt
Applied To ES Tax$41,355AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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
Individual With BooksVICKIE L HILDITCHIndividualWithBooksNm
Phone4434781200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DR STE 21100AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J SCOTT PLANK
100 INTERNATIONAL DR STE 21100BALTIMOREMD21202PRESIDENT/TREAS0.00$0$0$0
DANA M DICARLO
100 INTERNATIONAL DR STE 21100BALTIMOREMD21202VICE PRESIDENT0.00$0$0$0
MORRIS L GARTEN
36 S CHARLES ST SUITE 2300BALTIMOREMD21201SECRETARY0.00$0$0$0
DAVID A GOLDNER
36 S CHARLES STREET 18TH FLBALTIMOREMD21201TREASURER0.00$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$13,237,930AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$940,764AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,178,694TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,178,694AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$212,680CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,966,014NetVlNoncharitableAssetsAmt
Minimum Investment Return$698,301MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$698,301MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,645TaxBasedOnInvestmentIncomeAmt
Total Tax$14,645TotalTaxAmt
Distributable Before Adj$683,656DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$683,656DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$683,656DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,197,447ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,197,447QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,197,447AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$683,656DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$366,773ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$550,375ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,162,971ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,104,037ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,575,596ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,759,752TotalExcessDistributionCyovAmt
Qualifying Distributions$2,197,447QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$683,656AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,513,791RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,273,543TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$366,773ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,906,770ExcessDistriCyovToNextYrAmt
Excess From Year4$550,375ExcessFromYear4Amt
Excess From Year3$1,162,971ExcessFromYear3Amt
Excess From Year2$1,104,037ExcessFromYear2Amt
Excess From Year1$1,575,596ExcessFromYear1Amt
Excess From Current Year$1,513,791ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ SCOTT PLANKContributingManagerNm
Contributing ManagerDANA M DICARLOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTS 4 YOUTH
PO BOX 11068BALTIMOREMD21212NONEPUBLICUNRESTRICTED$5,000
ALZHEIMERS ASSOCIATION
1850 YORK RDTIMONIUMMD21093NONEPUBLICUNRESTRICTED$2,000
AMERICAN LUNG ASSOCIATION
1301 PENNSYLVANIA AVE NWWASHINGTONDC20004NONEPUBLICUNRESTRICTED$500
AMERICAN VISIONARY ART MUSEUM
800 KEY HIGHWAYBALTIMOREMD21230NONEPUBLICUNRESTRICTED$1,000
ART OF LIVING
2401 15TH ST NW COLUMBIA HEIGHTSWASHINGTONDC20009NONEPUBLICUNRESTRICTED$1,000
BALTIMORE AREA BOY SCOUTS OF AMERICA
701 WYMAN PARK DRBALTIMOREMD21211NONEPUBLICUNRESTRICTED$2,500
BALTIMORE COMMUNITY FOUNDATION
2 EAST READ STREET 9TH FLOORBALTIMOREMD21202NONEPUBLICUNRESTRICTED$15,000
BALTIMORE POLICE WERSTEN DISTRICT
1034 N MOUNT STBALTIMOREMD21217NONEPUBLICUNRESTRICTED$142,476
BALTIMORE SCHOOL FOR THE ARTS
712 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$51,000
BEST BUDDIES INTERNATIONAL
101 NORTH HAVEN STREET SUTE 205BALTIMOREMD21224NONEPUBLICUNRESTRICTED$2,000
BING BROTHERS BIG SISTER
3600 CLIPPER MILL RD SUTE 250BALTIMOREMD21211NONEPUBLICUNRESTRICTED$8,000
BOLTON STREET SYNAGOGUE
212 W COLD SPRING LANEBALTIMOREMD21210NONEPUBLICUNRESTRICTED$700
BUILDING STEPS FOUNDATION
PO BOX 1393BROOKLANDVILLEMD21022NONEPUBLICUNRESTRICTED$50,030
BUSINESS EXECUTIVE FOR NATIONAL SECURITY
1030 15TH STREET NW SUITE 200WASHINGTONDC20005NONEPUBLICUNRESTRICTED$15,000
CAMP MICHIGANIA
3006 CAMP SHERWOOD RDBOYNE CITYMI49712NONEPUBLICUNRESTRICTED$500
CALVERT SCHOOL
105 TUSCANY RDBALTIMOREMD21210NONEPUBLICUNRESTRICTED$52,938
CASA OF BALTIMORE
4 SOUTH FREDRICK STREETBALTIMOREMD21203NONEPUBLICUNRESTRICTED$1,000
CENTER FOR JEWISH EDUCATION
5708 PARK HEIGHTS AVENUEBALTIMOREMD21215NONEPUBLICUNRESTRICTED$500
CHILDREN'S CHORUS OF MARYLAND
100 E PENNSYLVANIA AVETOWSONMD21286NONEPUBLICUNRESTRICTED$127,574
COMMUNITY HOUSING PARTNERS
448 NE DEPOT STREETCHRISTIANSBURGVA24073NONEPUBLICUNRESTRICTED$3,500
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON RD 2ND FLBETHESDAMD20814NONEPUBLICUNRESTRICTED$1,000
DC CENTRAL KITCHEN
425 2ND ST NWWASHINGTONDC20001NONEPUBLICUNRESTRICTED$2,500
DOWNTOWN SAILING CENTER
1425 KEY HIGHWAY SUITE 110BALTIMOREMD21230NONEPUBLICUNRESTRICTED$5,000
EAGLES MERE AMBULANCE ASSOCAITION
49 FERN LANEEAGLES MEREPA17731NONEPUBLICUNRESTRICTED$500
EAGLES MERE ATHLETIC ASSOCIATION
PO BOX 308EAGLES MEREPA17731NONEPUBLICUNRESTRICTED$16,100
EAGLES MERE CONSERVANCY
PO BOX 64EAGLES MEREPA17731NONEPUBLICUNRESTRICTED$1,000
EAGLES MERE LAPORTE LIONS CLUB
PO BOX 261LAPORTEPA18626NONEPUBLICUNRESTRICTED$200
EAGLES MERE MUSEUM
288 EAGLES MERE AVEEAGLES MEREPA17731NONEPUBLICUNRESTRICTED$500
EAGLES MERE FOUNDATION
487 LAKEWOOD AVEEAGLES MEREPA17731NONEPUBLICUNRESTRICTED$1,000
EAGLES MERE FRIENDS OF THE ARTS
891 LA PORT AVEEAGLES MEREPA17731NONEPUBLICUNRESTRICTED$500
FAITH COMMUNITY BALTIMORE WITH PRIDE
740 N CALVERT STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$258
FAMILY LEAGUE OF BALTIMORE
2305 N CHARLES STREET SUITE 200BALTIMOREMD21218NONEPUBLICUNRESTRICTED$1,000
FIGHT FOR CHILDREN
1726 M STREET NW STE 202WASHINGTONDC20036NONEPUBLICUNRESTRICTED$100,000
FOUNDATION 4 HEROES
23415 THREE NOTCH ROAD SUTE 2045CALIFORNIAMD20619NONEPUBLICUNRESTRICTED$10,000
FRANCIS SCOTT KEY HIGH SCHOOL
3825 BARK HILL RDUNION BRIDGEMD21791NONEPUBLICUNRESTRICTED$436,169
GREENBELT ALLIANCE
312 SUTTER STREET SUTE 510SAN FRANCISCOCA94108NONEPUBLICUNRESTRICTED$2,500
HOUSE OF RUTH BALTIMORE INC
2201 ARGONNE DRIVEBALTIMOREMD21218NONEPUBLICUNRESTRICTED$3,000
LEE FOUNDATION
10039 PULASKI HIGHWAYBALTIMOREMD21220NONEPUBLICUNRESTRICTED$1,284
LIVING CLASSROOM FOUNDATION
802 S CAROLINE STBALTIMOREMD21231NONEPUBLICUNRESTRICTED$13,750
NATIONAL AQUIRIUM IN BALTIMORE
501 E PRATT STBALTIMOREMD21202NONEPUBLICUNRESTRICTED$379,475
PEP (PARENT ENCOURAGEMENT PROGRAM)
10100 CONNECTICUT AVENUEKENSINGTONMD20895NONEPUBLICUNRESTRICTED$50,000
PORT DISCOVERY
35 MARKET PLACEBALTIMOREMD21202NONEPUBLICUNRESTRICTED$42,656
RIVERSIDE NEIGHBORHOOD ASSOCIATION
1100 COVINGTON STBALTIMOREMD21230NONEPUBLICUNRESTRICTED$250
ROLAND PARK BASEBALL LEAGUE
4612 ROLAND AVENUEBALTIMOREMD21210NONEPUBLICUNRESTRICTED$15,295
RONALD MCDONALD HOUSE CHARITIES OF BALTIMORE
635 W LEXINGTON STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$26,000
SANIBEL SEA SCHOOL
PO BOX 1229SANIBELFL33957NONEPUBLICUNRESTRICTED$30,000
SEED SCHOOL OF MARYLAND
200 FONT HILL AVEBALTIMOREMD21223NONEPUBLICUNRESTRICTED$2,019
SMITH COLLEGE
7 COLLEG LNNORTHAMPTONMA01063NONEPUBLICUNRESTRICTED$5,000
STRATFORD GREEN INC
4200 ST PAUL STREET SUITE 100BALTIMOREMD21218NONEPUBLICUNRESTRICTED$8,000
SUNDANCE INSTITUTE
5900 WILSHIRE BLVD STE 800LOS ANGELESCA90036NONEPUBLICUNRESTRICTED$30,000
SWIM ACROSS AMERICA
ONE INTERNATIONAL PLACEBOSTONMA02110NONEPUBLICUNRESTRICTED$5,500
THE AFTER SCHOOL CORP
1440 BROADWAY 1600NEW YORKNY10018NONEPUBLICUNRESTRICTED$15,000
THE JOURNEY HOME
7 E REDWOOD STREET 5TH FLBALTIMOREMD21201NONEPUBLICUNRESTRICTED$2,000
THE WALDORF SCHOOL
4801 TAMARIND RDBALTIMOREMD21209NONEPUBLICUNRESTRICTED$491,273
TOWSON TWON RECREATION
938 YORK RDTOWSONMD21204NONEPUBLICUNRESTRICTED$1,000
UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION
110 S PACA STREET 9TH FLBALTIMOREMD21201NONEPUBLICUNRESTRICTED$10,000
UMAR BOXING
1217 W NORTH AVEBALTIMOREMD21217NONEPUBLICUNRESTRICTED$4,000
WYPR
2216 N CHARLES STBALTIMOREMD21218NONEPUBLICUNRESTRICTED$500
YOUNG AUDIENCE OF MARYLAND
2600 N HOWARD ST SUITE 1300BALTIMOREMD21218NONEPUBLICUNRESTRICTED$500
YOUNG LIFE CARROL COUNTY
55 RIDGE RDWESTMINSTERMD21157NONEPUBLICUNRESTRICTED$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,197,447TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$343,870ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$80ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$399,447ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$743,397ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$743,397TotalIncomeProducingActyAmt

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 ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
J SCOTT PLANK AND DANA DICARLO
1100 INTERNATIONAL DR STE 21100BALTIMOREMD21202$2,119,910Yes (X)
JS DM FAMILY LLC
2100 INTERNATIONAL DR STE 21100BALTIMOREMD21202$1,935,570Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
123,000 SHARES OF UNDER ARMOUR CLASS A STOCK$2,119,9102015-11-25
221,000 SHARES OF UNDER ARMOUR CLASS A STOCK$1,935,5702015-11-25

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHSAT COST$11,028,252$14,880,485
BREATHE BOOKS, LLCAT COST$34,031$34,031
EVERFIAT COST$100,000$100,000
AQUA SPARKAT COST$491,377$491,377

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST AND DIVIDENDS RECEIVABLE$2,909$10,270$10,270
FEDERAL INCOME TAXES RECEIVABLE$0$41,340$41,340

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCESS FMV OF STOCK CONTRIBUTION RECEIVED OVER COST BASISDesc
Amt$4,055,480Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BREATHE BOOKS, LLC DEDUCTION$7$7$0
MISC EXPENSES$823$823$0
TRAVEL$4,880$0$0
PENALTIES$31$2$0
AQUA SPARK, LLC DEDUCTION$3,066$3,066$0
INSURANCE$1,021$1,021$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescAQUA SPARKS, LLCDesc
Revenue And Expenses Per Books$80RevenueAndExpensesPerBooksAmt
Net Investment Income$80NetInvestmentIncomeAmt
Adjusted Net Income$80AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXES PAYABLEDesc
BOY Book Value$16,912BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES$28,380$0$0
MANAGEMENT FEES$74,903$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$14,660$0$0
FOREIGN TAXES PAID$6,074$6,074$0

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