CHARLES C BAUM FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES C BAUM FOUNDATION INC (EIN 52-1342909)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-10-14
- IRS object ID
- 201502879349100600
- Schema version
- 2013v4.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-14T08:14:23-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521342909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES C BAUM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4105669200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4436 2545 WILKENS AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21223 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA P BAUM | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4105669200 | PhoneNum |
| Signature | 2015-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNARD K FLEISHMAN | PreparerPersonNm |
| PTIN | P00555823 | PTIN |
| Phone | 4107275735 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $977,767 | 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 | $19,867 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,781 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $142,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,537 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $159,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,320 | 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 | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,548 | CashBOYAmt |
| Cash EOY | $3,157 | CashEOYAmt |
| Cash EOYFMV | $3,157 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,021 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,798 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $268,710 | CorporateStockBOYAmt |
| Corporate Stock EOY | $380,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $897,812 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $329,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $460,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $977,767 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $178,011 | CapitalStockBOYAmt |
| Capital Stock EOY | $178,011 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $151,268 | RetainedEarningBOYAmt |
| Retained Earning EOY | $282,762 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $329,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $460,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $329,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $460,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $329,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $460,773 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $460,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 300 AMGEN, MINC | 1997-09-03 | 2014-11-25 | $48,652 | $3,809 | $44,843 | $44,843 |
| 400 MCDONALDS | 1984-05-30 | 2014-11-25 | $38,768 | $931 | $37,837 | $37,837 |
| 1000 FACEBOOK | 2013-12-31 | 2013-12-31 | $54,724 | $19,867 | $34,857 | $34,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,537 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,102 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $771,875 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041590 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,299 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $621,564 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087359 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,076 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $512,278 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023573 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,467 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $455,716 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.196322 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,491 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $436,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065333 | DistributionYr5Rt |
| Total Distribution | 0.414177 | TotalDistributionRt |
| Average Distribution | 0.082835 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $920,378 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $76,240 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,393 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,633 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,056 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,750 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,964 | OverpaymentAmt |
| Applied To ES Tax | $1,964 | 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 | CHARLES C BAUM | IndividualWithBooksNm |
| Phone | 4105669200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4436 2545 WILKENS AVE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21223 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES C BAUM | ||||||||
| PO BOX 4436 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SYLVIA HOROWITZ | ||||||||
| PO BOX 4436 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JOHN E BAUM | ||||||||
| PO BOX 4436 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | TREASURER | 0.50 | $0 | $0 | $0 |
| PATRICIA BAUM | ||||||||
| PO BOX 4436 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | VICE PRESIDENT | 0.50 | $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 | $930,138 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $934,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $934,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $920,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,786 | TotalTaxAmt |
| Distributable Before Adj | $43,233 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,233 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,233 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,056 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,056 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,056 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,233 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,469 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,179 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,076 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $80,724 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $19,177 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,177 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,547 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $61,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,471 | ExcessFromYear4Amt |
| Excess From Year2 | $12,076 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES C BAUM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES C BAUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4436 2545 WILKENS AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4105669200 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMS OR MATERIALS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA EPSILON PHI-GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 EYE STREET NW | WASHINGTON | DC | 20052 | N/A | PUBLIC | GENERAL | $550 |
| AMERICAN VISIONARY ART MUSEUM | |||||||
| 800 KEY HIGHWAY | BALTIMORE | MD | 21230 | N/A | PUBLIC | GENERAL | $500 |
| BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSUEM DRIVE | BALTIMORE | MD | 21218 | N/A | PUBLIC | GENERAL | $1,200 |
| BETA THETA PI FOUNDATION | |||||||
| 5134 BONHAM ROAD | OXFORD | OH | 45056 | N/A | PUBLIC | GENERAL | $100 |
| BETH AM | |||||||
| 2501 EUTAW PL | BALTIMORE | MD | 21217 | N/A | PUBLIC | GENERAL | $2,972 |
| CANCER RESEARCH AND TREATMENT FUND | |||||||
| 162 WEST 54TH STREET SUITE 4C | NEW YORK | NY | 10019 | N/A | PUBLIC | GENERAL | $250 |
| CASA BALTIMORE | |||||||
| PO BOX 13004 | BALTIMORE | MD | 21217 | N/A | PUBLIC | GENERAL | $250 |
| CENTRAL ALABAMA COMMUNITY FOUNDATION | |||||||
| 35 SOUTH COURT STREET 2ND FLOOR | MONTGOMERY | AL | 36104 | N/A | PUBLIC | GENERAL | $200 |
| CENTRAL SCHOLARSHIP | |||||||
| 8 PARK CENTER COURT | OWINGS MILLS | MD | 21117 | N/A | PUBLIC | GENERAL | $200 |
| CENTER STAGE | |||||||
| 700 N CALVERT STREET | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL | $800 |
| CHABAD LUBAVITCH | |||||||
| 407 S HIGH STREET | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL | $250 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | N/A | PUBLIC | GENERAL | $6,250 |
| CYCCLE FOR UNITY | |||||||
| 2705 WACO COURT SUITE B | BALTIMORE | MD | 21209 | N/A | PUBLIC | GENERAL | $250 |
| ENOCH PRATT FREE LIBRARY | |||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | N/A | PUBLIC | GENERAL | $500 |
| FIRST BAPTIST CHURCH OF MONTGOMERY CARING CENTER | |||||||
| 305 SOUTH PERRY STREET | MONTGOMERY | AL | 36104 | N/A | PUBLIC | GENERAL | $200 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 EYE STREET NW | WASHINGTON | DC | 20052 | N/A | PUBLIC | GENERAL | $4,535 |
| HARVARD UNIVERSITY HBS FUND FOR LEADERSHIP AND INNOVATION | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | GENERAL | $1,000 |
| INSTITUTE OF NOTRE DAME | |||||||
| 901 AISQUITH STREET | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL | $500 |
| JOHNS HOPKINS CENTER FOR TB RESEARCHDEPARTMENT OF HEALTH | |||||||
| 1500 ORLEANS STREET ROOM 103 | BALTIMORE | MD | 21205 | N/A | PUBLIC | GENERAL | $200 |
| JOHNS HOPKINS UNIVERSITY RESEARCHEDUCATIONAL FUND | |||||||
| 550 N BROADWAY SUITE 701 | BALTIMORE | MD | 21205 | N/A | PUBLIC | GENERAL | $250 |
| JUVENILE DIABETES RESEARCH FUND | |||||||
| 825 HAMMONDS FERRY ROAD SUITE H | LINTHICUM | MD | 21090 | N/A | PUBLIC | GENERAL | $200 |
| MENTOR NATIONAL MENTORING PARTNERSHIP | |||||||
| 201 SOUTH STREET 6TH FLOOR | BOSTON | MA | 02111 | N/A | PUBLIC | GENERAL | $500 |
| PHI BETA KAPPA SOCIETY | |||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC | GENERAL | $39 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 330 N HOWARD STREET | BALTIMORE | MD | 21201 | N/A | PUBLIC | GENERAL | $250 |
| PRINCETON UNIVERSITY CLASS OF '64 | |||||||
| ONE POST OFFICE SQUARE SUITE 2100 | BOSTON | MA | 02109 | N/A | PUBLIC | GENERAL | $100 |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDAR ST | PRINCETON | NJ | 08540 | N/A | PUBLIC | GENERAL | $1,000 |
| THE ASSOCIATED | |||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | N/A | PUBLIC | GENERAL | $360 |
| THE PARK SCHOOL | |||||||
| PO BOX 8200 | BROOKLANDVILLE | MD | 21022 | N/A | PUBLIC | GENERAL | $200 |
| UNIVERSITY COTTAGE CLUB | |||||||
| 51 PROSECT AVE | PRINCETON | NJ | 08540 | N/A | PUBLIC | GENERAL | $100 |
| WEILL CORNELL DIVISION OF GERIARTICS NEW YORP PRESBYTERIAN HOSPITAL | |||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PUBLIC | GENERAL | $200 |
| WILDERNESS LEADERSHIP AND LEARNING | |||||||
| 1758 PARK RD NW | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,056 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,537 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,320 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,320 | 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 | CHARLES C BAUM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 WILKENS AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,867 | 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 | 1000 SHS FACEBOOK, INC | NoncashPropertyDesc |
| Fair Market Value | $54,385 | FairMarketValueAmt |
| Received | 2013-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KEELEY SMALL CAP VALUE FUND | $3,488 | $20,637 |
| KELLEY MID-CAP | $6,178 | $8,992 |
| AMGEN | $5,079 | $66,124 |
| BERKSHIRE HATHAWAY | $36,200 | $89,214 |
| CIBL INC | $214 | $13,500 |
| CITIGROUP INC | $16,336 | $21,588 |
| COCA COLA | $723 | $44,830 |
| COLGATE PALMOLIVE | $779 | $55,672 |
| CROWN MEDIA | $91,753 | $43,940 |
| EXXON | $44,729 | $90,540 |
| FLOWSERVE CORP | $13,007 | $35,322 |
| GENERAL ELECTRIC | $2,690 | $18,543 |
| GOPRO, INC | $52,474 | $54,579 |
| THE HERSHEY COMPANY | $29,220 | $50,140 |
| JOHNSON & JOHNSON | $4,472 | $43,300 |
| LICT CORP | $5,931 | $48,000 |
| MCDONALD'S | $1,862 | $77,448 |
| MORGAN GROUP HOLDING | $7,505 | $350 |
| PROCTOR & GAMBLE CO | $1,149 | $30,113 |
| QUALCOM INC | $160 | $29,160 |
| ALIBABA GROUP HOLDING LTD | $56,869 | $55,820 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK/WIRE FEES | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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