BROWN FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BROWN FAMILY FOUNDATION INC (EIN 52-2156982)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-27
- IRS object ID
- 201611799349100101
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-27T08:27:53-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522156982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 4108954808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19 | AddressLine1Txt |
| City | BUTLER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J DORSEY BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4108954808 | PhoneNum |
| Signature | 2016-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H MARTIN FETSCH | PreparerPersonNm |
| PTIN | P00002584 | PTIN |
| Phone | 4107275735 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,440,245 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $89,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$108,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$18,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,442 | 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 | $2,071 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,109 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,109 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$126,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,333 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $215,713 | CashBOYAmt |
| Cash EOY | $211,079 | CashEOYAmt |
| Cash EOYFMV | $211,079 | CashEOYFMVAmt |
| Corporate Bonds BOY | $2,219,348 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,097,901 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,229,166 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,435,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,308,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,440,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,435,061 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,308,980 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,435,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,308,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,435,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,308,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,435,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$126,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,308,980 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,308,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ENSCO PLC CLA A | 2014-11-05 | 2015-11-02 | $38,078 | $87,831 | -$49,753 | -$49,753 | |
| CALIFORNIA RESOURCES GROUP | 2014-03-19 | 2015-03-30 | $2,740 | $3,020 | -$280 | -$280 | |
| DIAMOND OFFSHORE DRILLING INC | 2010-07-26 | 2015-11-02 | $21,575 | $57,655 | -$36,080 | -$36,080 | |
| PRIOR PERIOD UNREPORTED LOSSES | $22,836 | -$22,836 | -$22,836 | ||||
| CAPITAL GAINS DIVIDENDS | $606 | $606 | $606 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$108,343 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,605 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,551,104 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043356 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,670 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,085,584 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047790 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,778 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,665,358 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053309 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $69,935 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,831,091 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038193 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,243 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,553,469 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011743 | DistributionYr5Rt |
| Total Distribution | 0.194391 | TotalDistributionRt |
| Average Distribution | 0.038878 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,076,193 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $119,596 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $883 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,409 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,409 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,642 | OverpaymentAmt |
| Applied To ES Tax | $8,642 | 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 | J DORSEY BROWN III | IndividualWithBooksNm |
| Phone | 4108954808 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19 | AddressLine1Txt |
| City | BUTLER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21023 | 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 |
|---|---|---|---|---|---|---|---|---|
| J DORSEY BROWN III | ||||||||
| PO BOX 19 | BUTLER | MD | 21023 | DIRECTOR/PRES/TREAS | 1.00 | $0 | $0 | $0 |
| J DORSEY BROWN IV | ||||||||
| 1500 LOCUST AVE | TOWSON | MD | 21204 | DIRECTOR/VP/SEC | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,861,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,123,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,123,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,076,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,767 | TotalTaxAmt |
| Distributable Before Adj | $152,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $152,043 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $152,043 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $152,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,179 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,179 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $143,222 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| B MORE CLUBHOUSE INC | |||||||
| 5 E READ ST | BALTIMORE | MD | 21202 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $12,000 |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC | |||||||
| 808 N CHARLES STREET | BALTIMORE | MD | 21201 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $3,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $10,000 |
| FREEDOM GOLF | |||||||
| 504 BURR RIDGE CLUB | BURR RIDGE | IL | 60527 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $1,000 |
| GREATER BALTIMORE MEDICAL CENTER | |||||||
| 6701 NORTH CHARLES STREET | TOWSON | MD | 21204 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $12,000 |
| HEALTHY PENINSULA | |||||||
| 10 PARKER POINT RD | BLUE HILL | ME | 04614 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $7,000 |
| IRVINE NATURAL SCIENCE CENTER INC | |||||||
| 11201 GARRISON FOREST RD | OWINGS MILLS | MD | 21117 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $4,000 |
| KIEVE-WAVUS EDUCATION INC | |||||||
| PO BOX 169 | NOBLEBORO | ME | 04555 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $4,000 |
| KIPP BALTIMORE | |||||||
| 4701 GREENSPRING AVE ROOM 105 | BALTIMORE | MD | 21209 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $5,000 |
| LADEW TOPIARY GARDENS | |||||||
| 3535 JARRETTSVILLE PIKE | MONKTON | MD | 21111 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $5,000 |
| MARYLAND SPCA OF BALTIMORE CITY INC | |||||||
| 3300 FALLS RD | BALTIMORE | MD | 21211 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $5,000 |
| RETIRED RACE HORSE PROJECT | |||||||
| 440 DODON RD | DAVIDSONVILLE | MD | 21035 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $2,000 |
| SAINT IGNATIUS LOYOLA ACADEMY | |||||||
| 740 N CALVERT ST | BALTIMORE | MD | 21202 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $12,000 |
| ST FRANCIS XAVIER CATHOLIC CHURCH | |||||||
| 1501 E OLIVER STREET | BALTIMORE | MD | 21213 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $3,000 |
| THE JOHNS HOPKINS HOSPITAL | |||||||
| 3910 KESWICK RD SOUTH BLDG 4TH | BALTIMORE | MD | 21211 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $3,000 |
| THE VALLEYS PLANNING COUNCIL | |||||||
| 118 PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $5,000 |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| PO BOX 834 | SARATOGA SPRINGS | NY | 12866 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $3,000 |
| TREE OF LIFE | |||||||
| 125 MICHIGAN AVENUE NORTHEAST | WASHINGTON DC | DC | 20018 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $3,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 701 WYMAN PARK DR | BALTIMORE | MD | 21211 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $1,000 |
| MARYLAND ENVIRONMENTAL TRUST | |||||||
| 100 COMMUNITY PLACE FIRST FLOOR | CROWNSVILLE | MD | 21032 | N/A | OTHER PUBLIC CHARITY | CHARTIABLE GIVING | $1,000 |
| BAGADUCE MUSIC LENDING LIBRARY | |||||||
| 5 MUSIC LIBRARY LANE PO BOX 829 | BLUE HILL | ME | 04614 | N/A | OTHER PUBLIC CHARITY | CHARTIABLE GIVING | $2,000 |
| PENINSULA AMBULANCE CORPS | |||||||
| PO BOX 834 | BLUE HILL | ME | 04614 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$108,343 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$18,901 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$18,901 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,071 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SECURITIES | BondNm |
| EOY Book Value | $2,097,901 | EOYBookValueAmt |
| EOYFMV | $2,229,166 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $1,109 | Amt |
| Net Investment Income | $1,109 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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