The Kirk Family Foundation: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- The Kirk Family Foundation (EIN 52-2358200)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-13
- IRS object ID
- 201502869349100325
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-13T17:46:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-10-02 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,268,107 | 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 | $204,512 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,038 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,918 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $304,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,669 | 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 | $3,253 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,253 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,622 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,622 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $160 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,253 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $302,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $302,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $321,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,453 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,802 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $192,033 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,534 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $449,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $550,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $735,974 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $403,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $430,694 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $485,599 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,045,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,028,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,268,107 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,045,481 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,028,144 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,045,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,028,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,045,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,028,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,045,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,028,743 | SubtotalAmt |
| Other Decreases | $599 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,028,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $59,680 | $58,911 | $769 | $769 | |
| PUBLICLY TRADED SECURITIES | $213,071 | $141,209 | $71,862 | $71,862 | |
| CAPITAL GAINS DIVIDENDS | $1,287 | $1,287 | $1,287 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,918 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $211,861 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,079,901 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.196186 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $168,722 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $943,147 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.178893 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $179,529 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,138,777 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.157651 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $239,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,114,757 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.214890 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $259,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,002,280 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.258536 | DistributionYr5Rt |
| Total Distribution | 1.006156 | TotalDistributionRt |
| Average Distribution | 0.201231 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,146,661 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $230,744 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $231,592 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $305,453 | 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 | $848 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $848 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $848 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $853 | TaxDueAmt |
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 |
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 | $1,066,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,058 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,164,123 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,164,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,146,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $848 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $848 | TotalTaxAmt |
| Distributable Before Adj | $56,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,485 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,453 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,453 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $848 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $304,605 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $209,181 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $184,014 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $122,867 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $122,441 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $158,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $796,791 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,453 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $248,968 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,045,759 | 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 | $209,181 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $836,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $184,014 | ExcessFromYear4Amt |
| Excess From Year3 | $122,867 | ExcessFromYear3Amt |
| Excess From Year2 | $122,441 | ExcessFromYear2Amt |
| Excess From Year1 | $158,288 | ExcessFromYear1Amt |
| Excess From Current Year | $248,968 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAL RIPKEN SR FOUNDATION | |||||||
| 1427 CLARKVIEW RD SUITE 100 | BALTIMORE | MD | 21209 | NONE | 509(A)(1) | TO HELP DISADVANTAGED YOUTH USING BASEBALL PROGRAMS | $85,000 |
| GILCHRIST HOSPICE CARE | |||||||
| 5537 TWIN KNOLLS ROAD SUITE 433 | COLUMBIA | MD | 21045 | NONE | 509(A)(1) | TO PROVIDE THE FINEST IN END OF LIFE CARE | $1,500 |
| 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 | $150,000 |
| KENNEDY KRIEGER INSTITUTE | |||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | NONE | 509(A)(1) | TO IMPROVE THE LIVES OF KIDS WITH PEDIATRIC DEVELOPMENT | $5,000 |
| SHEPPARD PRATT | |||||||
| 6501 N CHARLES STREET | BALTIMORE | MD | 21285 | NONE | 509(A)(1) | TO HELP PROVIDE ESSENTIAL PROGRAMMATIC AND CLINICAL SUPPORT TO PATIENTS | $1,000 |
| THE FAMILY TREE | |||||||
| 2108 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | 509(A)(1) | TO PROVIDE SERVICES TO BREAK THE CYCLE OF ABUSE | $58,700 |
| THE MERCY SOCIETY | |||||||
| 345 ST PAUL PLACE | BALTIMORE | MD | 21202 | NONE | 509(A)(1) | TO SERVE THE POOR AND TO PROVIDE EXCEPTIONAL CARE TO EVERY PATIENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $302,200 | 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 | $29 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,319 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,070 | 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 | $204,512 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCK AND MUTUAL FUNDS (4,367 TOTAL SHARES) | NoncashPropertyDesc |
| Fair Market Value | $204,512 | FairMarketValueAmt |
| Received | 2014-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,253 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,253 | DisbursementsCharitablePrpsAmt |
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 (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 170 SHS VERIZON COMMUNICATIONS INC COM | $5,305 | $7,953 |
| 200 SHS CINCINNATI FINL CORP COM | $5,900 | $10,366 |
| 367 SHS NORTHEAST UTILS COM | $3,696 | $7,332 |
| 680 SHS SPECTRA ENERGY CORP COM | $21,098 | $24,684 |
| 340 SHS UIL HLDG CORP COM | $9,954 | $14,804 |
| 150 SHS PHILIP MORRIS INTL INC COM | $7,208 | $12,218 |
| 161 SHS APPLE INC COM | $12,418 | $17,771 |
| 310 SHS ALTRIA GROUP INC COM | $6,271 | $15,274 |
| 125 SHS TRANSCANADA CORP COM | $3,855 | $6,138 |
| 160 SHS VECTREN CORP COM | $3,732 | $7,397 |
| 570 SHS CONSOLIDATED COMM HLDGS INC COM | $9,646 | $15,863 |
| 220 SHS EPR PPTYS COM SH BEN INT | $7,436 | $12,679 |
| 300 SHS KINDER MORGAN INC DEL COM | $10,766 | $12,693 |
| 380 SHS XCEL ENERGY INC COM | $8,491 | $13,650 |
| 413 SHS VECTOR GROUP LTD COM | $5,576 | $8,801 |
| 323 SHS KRAFT FOODS GROUP INC COM | $14,862 | $20,239 |
| 290 SHS AT&T INC COM | $7,801 | $9,741 |
| 300 SHS CELGENE CORP COM | $25,472 | $33,558 |
| 210 SCANA CORP NEW COM | $9,704 | $12,684 |
| 210 SHS AMERICAN ELEC PWR INC COM | $9,434 | $12,751 |
| 140 SHS DOMINION RES INC VA NEW COM | $4,870 | $10,766 |
| 290 SHS NATIONAL RETAIL PPTYS INC COM | $6,903 | $11,417 |
| 190 SHS PAYCHEX INC COM | $5,933 | $8,772 |
| 250 SHS LIBERTY PPTY TR SH BEN INT | $7,103 | $9,408 |
| 151 SHS DUKE ENERGY CORP NEW COM NEW | $7,340 | $12,615 |
| 420 SHS GOVERNMENT PPTYS INCOME TR COM SHS BEN INT | $9,909 | $9,664 |
| 300 SHS LTC PPTYS INC COM | $8,374 | $12,951 |
| 80 SHS PRUDENTIAL FINL INC COM | $4,355 | $7,237 |
| 440 SHS HEALTH CARE REIT INC COM | $28,547 | $33,295 |
| 140 SHS WELLS FARGO & CO NEW COM | $4,422 | $7,675 |
| 230 SHS SELECT INCOME REIT COM SH BEN INT | $6,376 | $5,614 |
| 80 SHS GILEAD SCIENCES INC COM | $3,753 | $7,541 |
| 60 SHS AMERICAN EXPRESS CO COM | $3,228 | $5,582 |
| 60 SHS SCHLUMBERGER LTD COM | $4,314 | $5,125 |
| 90 SHS JP MORGAN CHASE & CO COM | $3,381 | $5,632 |
| 50 SHS EXXON MOBIL CORP COM | $4,456 | $4,623 |
| 40 SHS UNITED TECHNOLOGIES CORP COM | $3,099 | $4,600 |
| 4 SHS GOOGLE INC CL A | $1,166 | $2,123 |
| 60 SHS WABTEC CORP COM | $3,320 | $5,213 |
| 90 SHA VISA INC COM CL A | $19,885 | $23,598 |
| 110 SHS THERMO FISHER SCIENTIFIC INC COM | $11,206 | $13,782 |
| 30 SHS POLARIS INDS INC COM | $2,847 | $4,537 |
| 100 SHS AMERICAN WTR WKS CO INC NEW COM | $4,276 | $5,330 |
| 230 SHS COMCAST CORP NEW CL A | $10,740 | $13,342 |
| 90 SHS DIRECTV COM - DONATED | $7,692 | $7,803 |
| 140 SHS HOME DEPOT INC COM | $11,434 | $14,696 |
| 50 SHS STARBUCKS CORP COM | $3,214 | $4,103 |
| 90 SHS MYLAN INC COM | $2,581 | $5,073 |
| 10 SHS INTUITIVE SURGICAL INC COM NEW | $3,782 | $5,289 |
| 50 SHS QUALCOMM INC COM | $2,907 | $3,717 |
| 50 SHS STATE STR CORP COM | $2,887 | $3,925 |
| 30 SHS COSTCO WHSL CORP NEW COM | $2,506 | $4,253 |
| 110 QUANTA SVCS INC COM | $3,347 | $3,123 |
| 70 SHS LOWES COS INC COM | $3,423 | $4,816 |
| 170 SHS PULTE GROUP INC COM | $4,138 | $4,721 |
| 40 SHS UNION PAC CORP COM | $2,687 | $4,765 |
| 90 SHS TEXTRON INC COM | $2,789 | $3,790 |
| 40 SHS MAGNA INTL INC COM | $2,300 | $4,348 |
| 60 SHS NATIONAL OILWELL VARCO INC COM | $2,816 | $3,932 |
| 30 SHS ACE LTD SHS | $2,355 | $3,446 |
| 30 SHS OCCIDENTAL PETE CORP DEL COM | $2,798 | $2,418 |
| 80 SHS DEVRY INC DEL COM | $4,508 | $3,798 |
| 20 SHS CUMMINS INC COM | $2,345 | $2,883 |
| 180 SHS FACEBOOK INC CL A - DONATED | $14,378 | $14,044 |
| 50 SHS FACEBOOK INC CL A | $1,244 | $3,901 |
| 130 SHS CITIGROUP INC COM NEW | $5,558 | $7,034 |
| 50 SHS HEXCEL CORP NEW COM | $1,926 | $2,075 |
| 30 SHS VERISK ANALYTICS INC CL A | $1,896 | $1,922 |
| 40 SHS ABBOTT LABS COM | $1,068 | $1,801 |
| 20 SHS AFFILIATED MANAGERS GROUP INC COM | $3,738 | $4,245 |
| 380 SHS B&G FOODS INC NEW COM - DONATED | $11,590 | $11,362 |
| 90 SHS CABOT OIL & GAS CORP COM | $3,573 | $2,665 |
| 12 SHS CALIFORNIA RES CORP COM | $101 | $66 |
| 130 SHS CVS HEALTH CORP COM - DONATED | $12,441 | $12,520 |
| 70 SHS CVS HEALTH CORP COM | $2,956 | $6,742 |
| 50 SHS DISNEY WALT CO DISNEY COM | $4,241 | $4,710 |
| 40 SHS EDWARDS LIFESCIENCES CORP COM | $3,212 | $5,095 |
| 934 SHS ENTERPRISE PRODS PARTNERS L P COM - DONATED | $31,877 | $33,736 |
| 4 SHS GOOGLE INC CL C | $1,169 | $2,106 |
| 80 SHS MASTERCARD INC CL A COM | $5,947 | $6,893 |
| 220 SHS MAXIMUS INC COM - DONATED | $11,730 | $12,065 |
| 3 SHS VERITIV CORP COM | $50 | $156 |
| 140 SHS WHITEWAVE FOODS CO COM | $3,284 | $4,899 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 7,649,088 SHS CITY NATL ROCHDALE FDS INTER FXD INC N | AT COST | $199,453 | $200,705 |
| 2,096,934 SHS CITY ROCHDALE FDS FXD INC OPP FD N | AT COST | $54,884 | $53,954 |
| 662 SHS VANGUARD INDEX FDS MCAP VL IDXVIP | AT COST | $39,607 | $59,203 |
| 568 SHS VANGUARD INDEX FDS MCAP GR IDXVIP | AT COST | $40,724 | $57,714 |
| 1,627,962 SHS CITY NATL ROCHDALE FDS EMKTS FD CL N | AT COST | $50,352 | $63,946 |
| 1,472,855 TWEEDY BROWNE GLOBAL VALUE FUND | AT COST | $38,971 | $38,353 |
| 280 SHS BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | AT COST | $6,703 | $11,724 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FOR STKS & MUT FD SALES PREV BOOKED AT FMV ON DATE OF GIFT | Desc |
| Amt | $599 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH DEDUCTIONS - BROOKFIELD INFRASTRUCTURE PARTNERS, L.P. | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RIM SECURITIES ADVISORY FEES | CategoryTxt |
| Amt | $15,622 | Amt |
| Net Investment Income | $15,622 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID - RIM SECURITIES | CategoryTxt |
| Amt | $160 | Amt |
| Net Investment Income | $160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments