The Kirk Family Foundation: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- The Kirk Family Foundation (EIN 52-2358200)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201433189349100763
- 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
- 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 | 2014-11-14T12:52:20-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 RED BROOK BLVD SUITE 300 | AddressLine1 |
| City | OWINGS MILLS | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ELLICOTT CITY | City |
| State | MD | State |
| ZIP Code | 210410477 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD H KIRK JR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4103632300 | PhoneNum |
| Signature | 2014-11-13 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,262,157 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $102 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,986 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $303,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,415 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,503 | 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 | $3,422 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,422 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,344 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,344 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $368 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,136 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,422 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $208,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $208,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $226,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $212,072 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,083 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $192,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $192,033 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $351,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $449,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $622,115 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $606,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $403,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $448,009 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,039,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,045,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,262,157 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,039,949 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,045,481 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,039,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,045,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,039,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,045,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,039,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,717 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,048,666 | SubtotalAmt |
| Other Decreases | $3,185 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,045,481 | 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 | $259,580 | $256,384 | $3,196 | $3,196 | |
| PUBLICLY TRADED SECURITIES | $43,199 | $39,503 | $3,696 | $3,696 | |
| CAPITAL GAINS DIVIDENDS | $523 | $523 | $523 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,415 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $168,722 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $943,147 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.178893 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $179,529 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,138,777 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.157651 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $239,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,114,757 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.214890 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $259,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,002,280 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.258536 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $166,911 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,148,449 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.145336 | DistributionYr5Rt |
| Total Distribution | 0.955306 | TotalDistributionRt |
| Average Distribution | 0.191061 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,079,901 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $206,327 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $211 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $206,538 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $212,072 | 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 | $211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $211 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $211 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103632300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3745 DORSEY SEARCH CIRCLE | AddressLine1 |
| City | ELLICOTT CITY | City |
| State | MD | State |
| ZIP Code | 21042 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD H KIRK JR | ||||||||
| 3745 DORSEY SEARCH CIRCLE | ELLICOTT CITY | MD | 21042 | PRESIDENT & TREASURER | 5.00 | $0 | $0 | $0 |
| PATRICIA M KIRK | ||||||||
| 3745 DORSEY SEARCH CIRCLE | 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 | $1,024,884 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,462 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,096,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,096,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,079,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $211 | TotalTaxAmt |
| Distributable Before Adj | $53,784 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,784 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,784 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $212,072 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $212,072 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $211 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $211,861 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $109,755 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $209,181 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $184,014 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $122,867 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $122,441 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $748,258 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $212,072 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $158,288 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $906,546 | 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 | $109,755 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $796,791 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $209,181 | ExcessFromYear4Amt |
| Excess From Year3 | $184,014 | ExcessFromYear3Amt |
| Excess From Year2 | $122,867 | ExcessFromYear2Amt |
| Excess From Year1 | $122,441 | ExcessFromYear1Amt |
| Excess From Current Year | $158,288 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $80,000 |
| 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 | $100,000 |
| 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 | $7,700 |
| TILGHMAN WATERMEN'S MUSEUM | |||||||
| PO BOX 344 | TILGHMAN | MD | 21671 | NONE | 509(A)(1) | TO ASSIST WITH RENOVATIONS | $250 |
| MAGGIE'S LIGHT FOUNDATION | |||||||
| PO BOX 6 | PHOENIX | MD | 21131 | NONE | 509(A)(1) | TO PROVIDE SUPPORT FOR YOUNG PEOPLE WITH DEVELOPMENTAL DISABILITIES AND SPECIAL NEEDS. | $2,000 |
| MARINE CORPS LEAGUE | |||||||
| 120 GLENMORE AVENUE | CATONSVILLE | MD | 21228 | NONE | 509(A)(1) | TO SUPPORT WOUNDED AND INJURED MARINES FROM THE GLOBAL WAR ON TERRORISM | $200 |
| THE Y OF CENTRAL MARYLAND | |||||||
| 303 W CHESAPEAKE AVENUE | BALTIMORE | MD | 21204 | NONE | 509(A)(1) | TO HELP BUILD A NEW FAMILY CENTER | $10,000 |
| CARROLL HOSPICE | |||||||
| 292 STONER AVENUE | WESTMINSTER | MD | 21157 | NONE | 509(A)(1) | TO PROVIDE SUPPORT FOR END OF LIFE CARE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $208,650 | 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 | $102 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,986 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,415 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,503 | 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 | AddressLine1 |
| City | ELLICOTT CITY | City |
| State | MD | State |
| ZIP Code | 21042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,422 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,422 | 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 (94 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 410 SHS VERIZON COMMUNICATIONS INC COM | $12,794 | $20,147 |
| 330 SHS CINCINNATI FINL CORP COM | $9,734 | $17,282 |
| 367 SHS NORTHEAST UTILS COM | $9,902 | $15,557 |
| 380 SHS SPECTRA ENERGY CORP COM | $7,267 | $13,536 |
| 340 SHS UIL HLDG CORP COM | $9,954 | $13,175 |
| 150 SHS PHILIP MORRIS INTL INC COM | $7,208 | $13,070 |
| 23 SHS APPLE INC COM | $12,418 | $12,903 |
| 240 SHS BRISTOL-MYERS SQUIBB CO COM | $6,139 | $12,756 |
| 310 SHS ALTRIA GROUP INC COM | $6,271 | $11,901 |
| 260 SHS ATMOS ENERGY CORP COM | $7,474 | $11,809 |
| 250 SHS TRANSCANADA CORP COM | $7,709 | $11,415 |
| 320 SHS VECTREN CORP COM | $7,465 | $11,360 |
| 570 SHS CONSOLIDATED COMM HLDGS INC COM | $9,646 | $11,189 |
| 220 SHS EPR PPTYS COM SH BEN INT | $7,436 | $10,815 |
| 300 SHS KINDER MORGAN INC DEL COM | $10,766 | $10,800 |
| 270 SHS KAYNE ANDERSON MLP INVT CO COM | $10,799 | $10,760 |
| 670 SHS ASSOCIATED ESTATES RLTY CORP COM | $10,651 | $10,754 |
| 380 SHS XCEL ENERGY INC COM | $8,491 | $10,617 |
| 644 SHS VECTOR GROUP LTD COM | $8,544 | $10,542 |
| 193 SHS KRAFT FOODS GROUP INC COM | $7,054 | $10,405 |
| 290 SHS AT&T INC COM | $7,801 | $10,196 |
| 60 SHS CELGENE CORP COM | $4,482 | $10,138 |
| 280 SHS MONDELEZ INTL INC CL A | $4,892 | $9,884 |
| 210 SCANA CORP NEW COM | $9,704 | $9,855 |
| 210 SHS AMERICAN ELEC PWR INC COM | $9,434 | $9,815 |
| 200 SHS DR PEPPER SNAPPLE GROUP INC COM | $8,776 | $9,744 |
| 140 SHS DOMINION RES INC VA NEW COM | $4,870 | $9,057 |
| 180 SHS INTL PAPER CO COM | $4,016 | $8,825 |
| 290 SHS NATIONAL RETAIL PPTYS INC COM | $6,903 | $8,796 |
| 190 SHS PAYCHEX INC COM | $5,933 | $8,651 |
| 250 SHS LIBERTY PPTY TR SH BEN INT | $7,103 | $8,468 |
| 121 SHS DUKE ENERGY CORP NEW COM NEW | $5,299 | $8,350 |
| 320 SHS GOVERNMENT PPTYS INCOME TR COM SHS BEN INT | $7,387 | $7,952 |
| 150 SHS JOHNSON CTLS INC COM | $4,234 | $7,695 |
| 210 SHS LTC PPTYS INC COM | $5,204 | $7,432 |
| 80 SHS PRUDENTIAL FINL INC COM | $4,355 | $7,378 |
| 80 SHS AMPHENOL CORP NEW CL A | $3,218 | $7,134 |
| 130 SHS HEALTH CARE REIT INC COM | $5,692 | $6,964 |
| 140 SHS WELLS FARGO & CO NEW COM | $4,422 | $6,356 |
| 250 SHS E M C CORP MASS COM | $4,428 | $6,288 |
| 230 SHS SELECT INCOME REIT COM SH BEN INT | $6,376 | $6,150 |
| 80 SHS GILEAD SCIENCES INC COM | $3,753 | $6,008 |
| 60 SHS AMERICAN EXPRESS CO COM | $3,228 | $5,444 |
| 60 SHS SCHLUMBERGER LTD COM | $4,314 | $5,407 |
| 90 SHS JP MORGAN CHASE & CO COM | $3,381 | $5,263 |
| 50 SHS EXXON MOBIL CORP COM | $4,456 | $5,060 |
| 70 SHS CVS CAREMARK CORPORATION COM | $2,956 | $5,010 |
| 60 SHS ACCENTURE PLC IRELAND SHS CLASS A | $3,235 | $4,933 |
| 40 SHS M&T BK CORP COM | $3,651 | $4,657 |
| 40 SHS UNITED TECHNOLOGIES CORP COM | $3,099 | $4,552 |
| 60 SHS UNITEDHEALTH GROUP INC COM | $3,343 | $4,518 |
| 40 SHS CONTINENTAL RESOURCES INC COM | $3,419 | $4,501 |
| 4 SHS GOOGLE INC CL A | $2,335 | $4,483 |
| 60 SHS WABTEC CORP COM | $3,320 | $4,456 |
| 20 SHS VISA INC COM CL A | $1,674 | $4,454 |
| 40 SHS THERMO FISHER SCIENTIFIC INC COM | $2,215 | $4,454 |
| 30 SHS POLARIS INDS INC COM | $2,847 | $4,369 |
| 100 SHS AMERICAN WTR WKS CO INC NEW COM | $4,276 | $4,226 |
| 80 SHS COMCAST CORP NEW CL A | $2,164 | $4,157 |
| 50 SHS CHICAGO BRIDGE & IRON CO N V COM | $2,896 | $4,157 |
| 60 SHS DIRECTV COM | $2,967 | $4,144 |
| 50 SHS HOME DEPOT INC COM | $2,260 | $4,117 |
| 60 SHS COVIDIEN PLC SHS | $2,670 | $4,086 |
| 120 SHS CONAGRA FOODS INC COM | $4,277 | $4,044 |
| 50 SHS STARBUCKS CORP COM | $3,214 | $3,920 |
| 90 SHS MYLAN INC COM | $2,581 | $3,906 |
| 10 SHS INTUITIVE SURGICAL INC COM NEW | $3,782 | $3,841 |
| 50 SHS QUALCOMM INC COM | $2,907 | $3,713 |
| 50 SHS STATE STR CORP COM | $2,887 | $3,670 |
| 30 SHS COSTCO WHSL CORP NEW COM | $2,506 | $3,571 |
| 50 SHS CASEYS GEN STORES INC COM | $2,808 | $3,513 |
| 110 QUANTA SVCS INC COM | $3,347 | $3,472 |
| 70 SHS LOWES COS INC COM | $3,423 | $3,469 |
| 170 SHS PULTE GROUP INC COM | $3,071 | $3,463 |
| 120 SHS HERTZ GLOBAL HOLDINGS INC COM | $3,019 | $3,434 |
| 20 SHS UNION PAC CORP COM | $2,687 | $3,360 |
| 90 SHS TEXTRON INC COM | $2,789 | $3,308 |
| 40 SHS MAGNA INTL INC COM | $2,300 | $3,282 |
| 40 SHS NATIONAL OILWELL VARCO INC COM | $1,587 | $3,181 |
| 30 SHS ACE LTD SHS | $2,355 | $3,106 |
| 30 SHS OCCIDENTAL PETE CORP DEL COM | $2,899 | $2,853 |
| 80 SHS DEVRY INC DEL COM | $4,508 | $2,840 |
| 20 SHS CUMMINS INC COM | $2,345 | $2,819 |
| 50 SHS FACEBOOK INC CL A | $1,244 | $2,732 |
| 30 SHS TRAVELERS COMPANIES INC COM | $1,806 | $2,716 |
| 50 SHS CITIGROUP INC COM NEW | $1,271 | $2,606 |
| 110 SHS CISCO SYS INC COM | $2,896 | $2,467 |
| 40 SHS CAMERON INTERNATIONAL CORP COM | $2,129 | $2,381 |
| 50 SHS HEXCEL CORP NEW COM | $1,926 | $2,235 |
| 20 SHS ALLERGAN INC COM | $1,768 | $2,222 |
| 40 SHS EBAY INC COM | $2,098 | $2,195 |
| 30 SHS VERISK ANALYTICS INC CL A | $1,896 | $1,972 |
| 80 SHS CIENA CORP COM NEW | $1,841 | $1,914 |
| 40 SHS ABBOTT LABS COM | $1,068 | $1,533 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 7,495.557 SHS CITY NATL ROCHDALE FDS INTER FXD INC N | AT COST | $195,426 | $193,685 |
| 2,523.339 SHS CITY ROCHDALE FDS FXD INC OPP FD N | AT COST | $65,345 | $68,786 |
| 662 SHS VANGUARD INDEX FDS MCAP VL IDXVIP | AT COST | $39,607 | $52,814 |
| 568 SHS VANGUARD INDEX FDS MCAP GR IDXVIP | AT COST | $40,724 | $51,262 |
| 1,200.536 SHS CITY NATL ROCHDALE FDS EMKTS FD CL N | AT COST | $35,142 | $43,279 |
| 501.867 SHS FEDERATED EQUITY FDS INTERCONTNTAL A | AT COST | $20,551 | $27,201 |
| 280 SHS BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | AT COST | $6,708 | $10,982 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUST FOR STKS & MUT FD SALES PREV BOOKED AT FMV ON DATE OF GIFT | Description |
| Amount | $3,185 | Amount |
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 | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | 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 | $14,344 | Amt |
| Net Investment Income | $14,344 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID - RIM SECURITIES | $74 | $74 | $0 |
| 2012 FEDERAL EXCISE TAX | $294 | $0 | $0 |
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