BETA

THE ROCHE FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE ROCHE FAMILY FOUNDATION (EIN 06-1801624)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-28
IRS object ID
201413019349100101
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-10-28T08:21:43-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520959934PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELLIN & TUCKER CHARTEREDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 EAST PRATT ST SUITE 200AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21202ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061801624EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROCHE FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlROCHBusinessNameControlTxt
Phone4103770315PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16506 MONTROSE AVENUEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21212ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE ROCHEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4103770315PhoneNum
Signature2014-10-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEYER T WOLMANPreparerPersonNm
PTINP00117425PTIN
Phone4107275735PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,164,118FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$131,517DividendsRevAndExpnssAmt
Dividends Net Invst Incm$131,517DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,131,517TotalRevAndExpnssAmt
Total Net Invst Incm$131,517TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,750OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,024TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$615,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$615,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$622,524TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$615,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,508,993ExcessRevenueOverExpensesAmt
Net Investment Income$131,517NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,418,402SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,927,395SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,927,395SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,563,250CorporateStockBOYAmt
Corporate Stock EOY$4,563,250CorporateStockEOYAmt
Corporate Stock EOYFMV$7,236,723CorporateStockEOYFMVAmt
Total Assets BOY$7,981,652TotalAssetsBOYAmt
Total Assets EOY$9,490,645TotalAssetsEOYAmt
Total Assets EOYFMV$12,164,118TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$7,981,652CapitalStockBOYAmt
Capital Stock EOY$9,490,645CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,981,652TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,490,645TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,981,652TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,490,645TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,981,652TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,508,993ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,490,645SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,490,645TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$384,911AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,856,044NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065729DistributionYr1Rt
Adjusted Qlfy Distri Yr2$262,428AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,722,362NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045860DistributionYr2Rt
Adjusted Qlfy Distri Yr3$257,789AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,421,556NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047549DistributionYr3Rt
Adjusted Qlfy Distri Yr4$320,779AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,499,170NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071297DistributionYr4Rt
Adjusted Qlfy Distri Yr5$149,913AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,316,100NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.028200DistributionYr5Rt
Total Distribution0.258635TotalDistributionRt
Average Distribution0.051727AverageDistributionRt
Net Vl Noncharitable Assets$9,382,677NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$485,338AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,315NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$486,653AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$615,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,315InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,315SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,315TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,814EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$17,814TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$16,499OverpaymentAmt
Applied To ES Tax$16,499AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGEORGE A ROCHEIndividualWithBooksNm
Phone4103770315PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16506 MONTROSE AVENUEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21212ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGEORGE A ROCHEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16506 MONTROSE AVENUEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21212ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,397,777AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,127,783AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,525,560TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,525,560AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$142,883CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,382,677NetVlNoncharitableAssetsAmt
Minimum Investment Return$469,134MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$469,134MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,315TaxBasedOnInvestmentIncomeAmt
Total Tax$1,315TotalTaxAmt
Distributable Before Adj$467,819DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$467,819DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$467,819DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$615,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$615,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,315PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$614,185AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$467,819DistributableAsAdjustedAmt
Undistributed Income PY$79,480UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$615,500QualifyingDistributionsAmt
Applied To Year1$79,480AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$467,819AppliedToCurrentYearAmt
Remaining Distri From Corpus$68,201RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$68,201TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$68,201ExcessDistriCyovToNextYrAmt
Excess From Current Year$68,201ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGEORGE A ROCHEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATION OF BALTIMORE AREA GRANTMAKERS
2 EAST READ STREET 2ND FLOORBALTIMOREMD21202NONEPUBLICUNRESTRICTED$500
BALTIMORE COUNCIL ON FOREIGN AFFAIRS
401 EAST PRATT STREET SUITE 1611BALTIMOREMD21202NONEPUBLICUNRESTRICTED$20,000
CIVIC WORKS
2701 ST LO DRIVEBALTIMOREMD21213NONEPUBLICUNRESTRICTED$50,000
CRISTO REY JESUIT HIGH SCHOOL
420 S CHESTER STREETBALTIMOREMD21231NONEPUBLICUNRESTRICTED$50,000
ENOCH PRATT FREE LIBRARY
400 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICUNRESTRICTED$20,000
FUND FOR EDUCATION EXCELLENCE
800 NORTH CHARLES STREET SUITE 400BALTIMOREMD21201NONEPUBLICUNRESTRICTED$60,000
GEORGETOWN UNIVERSITY
37TH AND O STREETSWASHINGTONDC20057NONEPUBLICRESTRICTED - DESIGNATED FOR WALL STREET ALLIANCE SCHOLARSHIP$250,000
SIGNATURE THEATRE
480 WEST 42ND STREETNEW YORKNY10036NONEPUBLICUNRESTRICTED$15,000
TEACH FOR AMERICA
2601 NORTH HOWARD STREETBALTIMOREMD21218NONEPUBLICUNRESTRICTED$50,000
WALTERS ART MUSEUM
600 NORTH CHARLES STBALTIMOREMD21201NONEPUBLICUNRESTRICTED$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$615,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$131,517ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$131,517ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$131,517TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGEORGE ROCHEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16506 MONTROSE AVEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21212ZIPCode
FieldValueIRS element (for citing)
Total Contributions$2,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock86,388 SHS T ROWE PRICE GROUP,INC.StockNm
EOY Book Value$4,563,250EOYBookValueAmt
EOYFMV$7,236,723EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescASSOCIATION MEMBERSHIP EXPENSESDesc
Revenue And Expenses Per Books$3,750RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBANK FEESCategoryTxt
Amt$24Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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