J S PLANK AND D M DICARLO FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- J S PLANK AND D M DICARLO FAMILY FOUNDATION INC (EIN 71-1040599)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201543179349101444
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:31:38-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520982413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSS MENDELSOHN & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 SOUTH CHARLES ST 18TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | 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 | 711040599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JS PLANK & DM DICARLO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JSPL | BusinessNameControlTxt |
| Phone | 4104546441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DR NO 21100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT PLANK | PersonNm |
| Person Title | PRESIDENT/TREAS | PersonTitleTxt |
| Phone | 4104546441 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A GOLDNER | PreparerPersonNm |
| PTIN | P00519225 | PTIN |
| Phone | 4106855512 | PhoneNum |
| Preparation | 2015-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,629,309 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $299,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $299,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,998,391 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,776,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,998,391 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,298,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,298,139 | 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 |
| Other Prof Fees Rev And Expnss | $60,090 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,627 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,715 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $305 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,143,365 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,143,365 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,263,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,143,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,034,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,291,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,056 | CashBOYAmt |
| Cash EOY | $3,476,490 | CashEOYAmt |
| Cash EOYFMV | $3,476,490 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $909,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $909,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $909,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Land Bldg Investments BOY | $900,000 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $10,332,570 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,003,838 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,240,910 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,289 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,909 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,909 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,369,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,392,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,629,309 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $29,342 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,912 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,912 | 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 | $11,340,573 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,375,325 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,340,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,375,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,369,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,392,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,340,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,034,752 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,375,325 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,375,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS A/C 6702 | 2000-01-01 | 2014-06-16 | $1,025,997 | $869,217 | $156,780 | $156,780 | |
| GOLDMAN SACHS A/C 2486 - UA SALES | 2005-08-25 | 2014-10-10 | $4,830,788 | $4,830,788 | $4,830,788 | ||
| 455 PERIWINKLE WAY | 2013-02-15 | 2014-04-29 | $909,000 | $909,000 | $0 | $0 | P |
| CAPITAL GAINS DIVIDENDS | $10,823 | $10,823 | $10,823 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,998,391 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,497,244 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,169,700 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.163282 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,362,471 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,649,049 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.204912 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $751,664 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,785,173 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.157082 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $542,735 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,576,590 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.151746 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $577,947 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,671,095 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.157432 | DistributionYr5Rt |
| Total Distribution | 0.834454 | TotalDistributionRt |
| Average Distribution | 0.166891 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,413,601 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,071,718 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $52,911 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,124,629 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,143,365 | 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 | $52,911 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,911 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $35,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $71,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $29 | EsPenaltyAmt |
| Overpayment | $18,060 | OverpaymentAmt |
| Applied To ES Tax | $18,060 | 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 | VICKIE L HILDITCH | IndividualWithBooksNm |
| Phone | 4434781200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DR STE 21100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 (4 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 SCOTT PLANK | ||||||||
| 100 INTERNATIONAL DR STE 21100 | BALTIMORE | MD | 21202 | PRESIDENT/TREAS | 0.00 | $0 | $0 | $0 |
| DANA M DICARLO | ||||||||
| 100 INTERNATIONAL DR STE 21100 | BALTIMORE | MD | 21202 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MORRIS L GARTEN | ||||||||
| 36 S CHARLES ST SUITE 2300 | BALTIMORE | MD | 21201 | SECRETARY | 0.00 | $0 | $0 | $0 |
| DAVID A GOLDNER | ||||||||
| 36 S CHARLES STREET 18TH FL | BALTIMORE | MD | 21201 | TREASURER | 0.00 | $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 | $11,209,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,393,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,602,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,602,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $189,040 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,413,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $620,680 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $620,680 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,911 | TotalTaxAmt |
| Distributable Before Adj | $567,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $567,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $567,769 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,143,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,143,365 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $52,911 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,090,454 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $567,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $397,330 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $366,773 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $550,375 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,162,971 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,104,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,581,486 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,143,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $567,769 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,575,596 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,157,082 | 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 | $397,330 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,759,752 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $366,773 | ExcessFromYear4Amt |
| Excess From Year3 | $550,375 | ExcessFromYear3Amt |
| Excess From Year2 | $1,162,971 | ExcessFromYear2Amt |
| Excess From Year1 | $1,104,037 | ExcessFromYear1Amt |
| Excess From Current Year | $1,575,596 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J SCOTT PLANK | ContributingManagerNm |
| Contributing Manager | DANA M DICARLO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTS 4 YOUTH | |||||||
| PO BOX 11068 | BALTIMORE | MD | 21212 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 1850 YORK RD | TIMONIUM | MD | 21093 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| AMERICAN COMMUNITIES TRUST | |||||||
| 1040 HULL STREET STE | BALTIMORE | MD | 21230 | NONE | PUBLIC | UNRESTRICTED | $49,000 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 1301 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | NONE | PUBLIC | UNRESTRICTED | $500 |
| ANGELS OF EAST AFRICA | |||||||
| 7368 LINCOLN HIGHWAY | CENTRAL CITY | PA | 15926 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BALTIMORE CHORAL ARTS SOCIETY | |||||||
| 1316 PARK AVENUE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $500 |
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ STREET 9TH FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $129,700 |
| BALTIMORE ORIOLES CHARITABLE FOUNDATION | |||||||
| 333 WEST CAMDEN STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| BALTIMORE SCHOOL FOR THE ARTS | |||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $394,818 |
| BLINKNOW FOUNDATION | |||||||
| PO BOX 453 | MENDHAM | NJ | 07945 | NONE | PUBLIC | UNRESTRICTED | $1,900 |
| BOLTON STREET SYNAGOGUE | |||||||
| 212 W COLD SPRING LANE | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $700 |
| BUILDING STEPS FOUNDATION | |||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 21022 | NONE | PUBLIC | UNRESTRICTED | $53,410 |
| C&O CANAL TRUST | |||||||
| 1850 DUAL HIGHWAY SUITE 100 | HAGERSTOWN | MD | 21740 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CALVERT SCHOOL | |||||||
| 105 TUSCANY RD | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $53,978 |
| CHESAPEAKE SHAKESPEARE COMPANY | |||||||
| 7 SOUTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $52,050 |
| CHILDREN'S CHORUS OF MARYLAND | |||||||
| 100 E PENNSYLVANIA AVE | TOWSON | MD | 21286 | NONE | PUBLIC | UNRESTRICTED | $102,390 |
| CIRCLE OF LIGHT - AMNESTY INTERNATIONAL USA | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $551 |
| DOWNTOWN SAILING CENTER | |||||||
| 1425 KEY HIGHWAY SUITE 110 | BALTIMORE | MD | 21230 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| EAGLES MERE ATHLETIC ASSOCIATION | |||||||
| PO BOX 308 | EAGLES MERE | PA | 17731 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| EAGLES MERE CONSERVANCY | |||||||
| PO BOX 64 | EAGLES MERE | PA | 17731 | NONE | PUBLIC | UNRESTRICTED | $7,555 |
| FAMILY TREE | |||||||
| 2108 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FIGHT FOR CHILDREN | |||||||
| 1726 M STREET NW STE 202 | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED | $100,000 |
| GEORGETOWN PREPARATORY SCHOOL | |||||||
| 10900 ROCKVILLE PIKE NORTH | BETHESDA | MD | 20852 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| HOUSE OF RUTH BALTIMORE INC | |||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| HRMC FOUNDATION | |||||||
| 110 4TH STREET SE 1ST FLOOR STE B-8 | HURON | SD | 57350 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ILLUMINATE THE ARTS | |||||||
| 810 5TH AVENUE SUITE 200 | SAN RAFAEL | CA | 94901 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| ITINERIS FOUNDATION | |||||||
| 2050-A ROCKROSE AVENUE | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $1,250 |
| JOHNS HOPKINS HOSPITAL | |||||||
| 733 N BROADWAY STE G45 | BALTIMORE | MD | 21205 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| KARMA FOR CARA FOUNDATION | |||||||
| 650 SOUTH EXETER ST STE 100 | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| KENNEDY KRIEGER | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | NONE | PUBLIC | UNRESTRICTED | $450 |
| LIVING CLASSROOM FOUNDATION | |||||||
| 802 S CAROLINE ST | BALTIMORE | MD | 21231 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| MARIPOSA | |||||||
| 1500 UNION AVENUE STE 1310 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $15,800 |
| MEDSTAR UNION MEMORIAL HOSPITAL | |||||||
| 201 E UNIVERSITY PARKWAY | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $50,000 |
| MOVEABLE FEAST | |||||||
| 901 N MILTON AVE | BALTIMORE | MD | 21205 | NONE | PUBLIC | UNRESTRICTED | $988 |
| NATIONAL AQUIRIUM IN BALTIMORE | |||||||
| 501 E PRATT ST | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $279,760 |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||
| 1660 L STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| NPR FOUNDATION | |||||||
| DEPT 6054 | WASHINGTON | DC | 20042 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| OPEN SOCIETY INSTITUTE | |||||||
| 201 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PANTHER VALLEY ECUMENICAL CHURCH | |||||||
| 1490 ROUTE 517 | HACKETTSTOWN | NJ | 07840 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| PEP (PARENT ENCOURAGEMENT PROGRAM) | |||||||
| 10100 CONNECTICUT AVENUE | KENSINGTON | MD | 20895 | NONE | PUBLIC | UNRESTRICTED | $45,000 |
| PORT DISCOVERY | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $152,170 |
| RE ALLOCATE INC | |||||||
| 399 WEBSTER ST | SAN FRANCISCO | CA | 94117 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| ROLAND PARK BASEBALL LEAGUE | |||||||
| 4612 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $16,250 |
| SANIBEL SEA SCHOOL | |||||||
| PO BOX 1229 | SANIBEL | FL | 33957 | NONE | PUBLIC | UNRESTRICTED | $81,710 |
| SEACOLOGY | |||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| SEED SCHOOL OF MARYLAND | |||||||
| 200 FONT HILL AVE | BALTIMORE | MD | 21223 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| SMITH COLLEGE | |||||||
| 7 COLLEG LN | NORTHAMPTON | MA | 01063 | NONE | PUBLIC | UNRESTRICTED | $10,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| STAR SPANGLED 200 INC | |||||||
| 401 EAST PRATT STREET 14TH FL | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $70,278 |
| STRATFORD GREEN INC | |||||||
| 4200 ST PAUL STREET SUITE 100 | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $12,420 |
| SUNDANCE INSTITUTE | |||||||
| 5900 WILSHIRE BLVD STE 800 | LOS ANGELES | CA | 90036 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| SWIM ACROSS AMERICA | |||||||
| ONE INTERNATIONAL PLACE | BOSTON | MA | 02110 | NONE | PUBLIC | UNRESTRICTED | $20,500 |
| THE AFTER SCHOOL CORP | |||||||
| 1440 BROADWAY 1600 | NEW YORK | NY | 10018 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| THE ARC | |||||||
| 1825 K STREET NW STE 1200 | WASHINGTON | DC | 20006 | NONE | PUBLIC | UNRESTRICTED | $500 |
| THE BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSEUM DR | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| THE WALDORF SCHOOL | |||||||
| 4801 TAMARIND RD | BALTIMORE | MD | 21209 | NONE | PUBLIC | UNRESTRICTED | $145,341 |
| UNITED STATES LUGE ASSOCIATION | |||||||
| 57 CHURCH ST | LAKE PLACID | NY | 12946 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION | |||||||
| 110 S PACA STREET 9TH FL | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| WALTERS ART MUSEUM | |||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $500 |
| WORLD RELIEF | |||||||
| 7 EAST BALTIMORE STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $896 |
| WYPR | |||||||
| 2216 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,143,365 | 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 | $299,748 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,998,391 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,298,139 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,298,139 | 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 | J SCOTT PLANK DANA DICARLO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DR STE 21100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,968,364 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 78,529 SHARES OF UNDER ARMOUR CLASS A STOCK | NoncashPropertyDesc |
| Fair Market Value | $4,968,364 | FairMarketValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS | AT COST | $9,427,639 | $10,664,711 |
| BREATHE BOOKS, LLC | AT COST | $32,344 | $32,344 |
| EVERFI | AT COST | $50,000 | $50,000 |
| AQUA SPARK | AT COST | $493,855 | $493,855 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST AND DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $5,289 | BOYBookValueAmt |
| EOY Book Value | $2,909 | EOYBookValueAmt |
| EOYFMV | $2,909 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC EXPENSES | $94 | $94 | $0 |
| BANK FEES | $84 | $84 | $0 |
| PENALTIES | $127 | $127 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAXES PAYABLE | Desc |
| BOY Book Value | $29,342 | BOYBookValueAmt |
| EOY Book Value | $16,912 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $60,090 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $52,912 | $0 | $0 |
| FOREIGN TAXES PAID | $6,715 | $6,715 | $0 |
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