THE DRESHER FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE DRESHER FOUNDATION INC (EIN 52-1610465)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349102043
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T14:10:19-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | 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 | 521610465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DRESHER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRES | BusinessNameControlTxt |
| Phone | 4109319050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 CAMPBELL BOULEVARD NO 110 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21236 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSH DRESHER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4109319050 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SIMPSON H GARDYN CPA | PreparerPersonNm |
| PTIN | P01252146 | PTIN |
| Phone | 4103565900 | 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 | $55,497,660 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $77,769 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77,769 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $751,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $751,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,662,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,414,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,662,198 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $298,676 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $298,676 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,789,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,789,983 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $126,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $126,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,081 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,081 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,631 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,279 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,479 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,779 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $257,079 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $248,488 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,591 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,125 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,063 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,062 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,385 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,385 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $299,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $269,025 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,307 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $765,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $551,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $211,484 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,376,696 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,376,696 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,141,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $551,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,588,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,648,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,238,776 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $343,539 | CashBOYAmt |
| Cash EOY | $192,346 | CashEOYAmt |
| Cash EOYFMV | $192,346 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,980,428 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,502,887 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,502,887 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $515,998 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,851 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $515,998 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $515,998 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,750 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $56,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $56,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,011,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,534,004 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,366,406 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,841,412 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,772,468 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,795,234 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,686,879 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,937,943 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,068,789 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $44,878,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,511,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,497,660 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,184 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,184 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $44,863,617 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,511,646 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,863,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,511,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,878,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,511,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,863,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,648,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,511,646 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,511,646 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GLOBAL FUNDAMENTAL SUB-FUND | P | 2013-01-01 | 2013-12-31 | $25,887 | $20,368 | $5,519 | $5,519 |
| GS INTL LSV | P | 2013-01-01 | 2013-12-31 | $713,374 | $713,374 | $713,374 | |
| GS #32654 | P | 2013-01-01 | 2013-12-31 | $2,430,197 | $2,327,030 | $103,167 | $103,167 |
| GS #29292 | P | 2013-01-01 | 2013-12-31 | $134,617 | $125,735 | $8,882 | $8,882 |
| GS #38669 | P | 2013-01-01 | 2013-12-31 | $3,152,220 | $3,214,474 | -$62,254 | -$62,254 |
| GS #15621 | P | 2013-01-01 | 2013-12-31 | $314,839 | $331,774 | -$16,935 | -$16,935 |
| GS #33835 | P | 2013-01-01 | 2013-12-31 | $5,741,190 | $3,531,252 | $2,209,938 | $2,209,938 |
| GS #96648 | P | 2013-01-01 | 2013-12-31 | $822,363 | $290,461 | $531,902 | $531,902 |
| GS #97654 | P | 2013-01-01 | 2013-12-31 | $34,679 | $40,062 | -$5,383 | -$5,383 |
| GS #33308 | P | 2013-01-01 | 2013-12-31 | $1,237,493 | $924,621 | $312,872 | $312,872 |
| GS #25081 | P | 2013-01-01 | 2013-12-31 | $2,298,154 | $1,946,294 | $351,860 | $351,860 |
| PASSTHROUGH ENTITIES | P | 2013-01-01 | 2013-12-31 | $1,407,953 | $1,407,953 | $1,407,953 | |
| CAPITAL GAINS DIVIDENDS | P | $101,303 | $101,303 | $101,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,662,198 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,132,622 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,739,508 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046625 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,411,396 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,166,791 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052232 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,445,619 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,112,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050831 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,168,860 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,463,050 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043848 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,032,914 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $55,609,807 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054539 | DistributionYr5Rt |
| Total Distribution | 0.248075 | TotalDistributionRt |
| Average Distribution | 0.049615 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,695,821 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,564,888 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62,388 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,627,276 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,588,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $124,776 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $124,776 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $124,776 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $75,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $131,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,061 | EsPenaltyAmt |
| Overpayment | $4,163 | OverpaymentAmt |
| Applied To ES Tax | $4,163 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.DRESHERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ELEMENTRIX CORP | IndividualWithBooksNm |
| Phone | 4109330384 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 CAMPBELL BLVD 110 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21236 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA M DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JEANNE D BUTCHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES T DRESHER JR | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATRICIA K DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY M DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANTHONY J MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES R BUTCHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL A MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MELANIE ROBINSON | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSH DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TREASURER | 1.00 | $0 | $0 | $0 |
| SUSAN ROARTY | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARCIE MICHAEL | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBIN PLATTS | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | EXECUTIVE DIRECTOR | 40.00 | $126,000 | $15,081 | $0 |
| VIRGINIA MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEMENTRIX CORP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 CAMPBELL BLVD SUITE 110 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $8,098,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,768,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,615,974 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,483,067 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,483,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $787,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,695,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,584,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,584,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $124,776 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,388 | IncomeTaxAmt |
| Total Tax | $130,164 | TotalTaxAmt |
| Distributable Before Adj | $2,454,627 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,454,627 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,454,627 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,588,180 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,588,180 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,588,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,454,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,981,293 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,588,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,981,293 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $606,887 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,847,740 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGINIA M DRESHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| ABILITIES NETWORK | ||||||
| 401 MARKET STREET SUITE 100 | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| ACTION IN MATURITY | ||||||
| 3900 ROLAND AVENUE | BALTIMORE | MD | 21211 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| ADDICTION CONNECTIONS RESOURCE INC | ||||||
| PO BOX 41 | JARRETTSVILLE | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $35,000 | |
| ADVOCATES FOR SURVIVORS OF TORTURE AND TRAUMA | ||||||
| 431 E BELVEDERE AVENUE | BALTIMORE | MD | 21212 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| THE AL CESKY SCHOLARSHIP FUND INC | ||||||
| PO BOX 571 | BEL AIR | MD | 24014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| AMERICAN RED CROSS CHESAPEAKE REGION | ||||||
| 4800 MT HOPE DRIVE | BALTIMORE | MD | 21215 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| ARC OF THE NORTHERN CHESAPEAKE REGION | ||||||
| 4513 PHILADELPHIA ROAD | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| ARROW CHILD AND FAMILY MINISTRIES | ||||||
| 2929 FM 2920 | SPRING | TX | 77388 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| BALTIMORE CHILD ABUSE CENTER | ||||||
| 2300 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $40,000 | |
| BALTIMORE OUTREACH SERVICES | ||||||
| 701 SOUTH CHARLES STREET | BALTIMORE | MD | 21230 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| BALTIMORE RESCUE MISSION | ||||||
| PO BOX 735 | BALTIMORE | MD | 21203 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| BAND TOGETHER NC | ||||||
| PO BOX 6445 | RALEIGH | NC | 27628 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| BEL AIR INDEPENDENCE DAY COMMITTEE | ||||||
| PO BOX 724 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| BEL AIR UNITED METHODIST CHURCH | ||||||
| 21 LINVVOOD AVENUE | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $7,000 | |
| THE BLACK & GOLD FOUNDATION | ||||||
| PO BOX 743 | ABINGDON | MD | 21009 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| BOYS & GIRLS CLUB OF HARFORD COUNTY | ||||||
| 100 EBEL AIR AVENUE | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |
| CAROLINE FRIESS CENTER INC | ||||||
| 900 SOMERSET STREET | BALTIMORE | MD | 21202 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| CASA OF BALTIMORE COUNTY INC | ||||||
| 305 W CHESAPEAKE AVE SUITE 117 | TOWSON | MD | 21204 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| CATHOLIC CHARITIES OF BALTIMORE - ANNA'S HOUSE | ||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| CENTER FOR THE ARTS INC | ||||||
| 17 TUDOR LANE | BEL AIR | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| CHESAPEAKE CENTER FOR YOUTH DEVELOPMENT | ||||||
| 301 EAST PATAPSCO AVENUE | BALTIMORE | MD | 21225 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| CHESAPEAKE THERAPEUTIC RIDING | ||||||
| PO BOX 475 | ABINGDON | MD | 21009 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| CHRIST OUR KING PRESBYTERIAN CHURCH | ||||||
| 10 LEXINGTON ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| COMMUNITY CHRISTIAN CHURCH | ||||||
| 8094 SANDPIPER CIRCLE | NOTTINGHAM | MD | 21236 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,000 | |
| COMMUNITY COLLEGE OF BALTIMORE COUNTY FOUNDATION | ||||||
| 7200 SOLLERS POINT ROAD | BALTIMORE | MD | 21222 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $35,000 | |
| COMMUNITY FOUNDATION OF HARFORD COUNTY | ||||||
| PO BOX 612 124 N MAIN STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $76,000 | |
| DEER CREEK WATERSHED ASSOCATION INC | ||||||
| PO BOX 111 | DARLINGTON | MD | 21034 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| DELAWARE BREAST CANCER COALITION INC | ||||||
| 165 COMMERCE WAY SUITE 2 | DOVER | DE | 19904 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | |
| DEPARTMENT OF PARKS & RECREATION - HARFORD COUNTY | ||||||
| 702 N TOLLGATE ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| DRUID HEIGHTS CDC | ||||||
| 2140 MCCULLOH STREET | BALTIMORE | MD | 21217 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $40,000 | |
| EUREKA UNITED METHODIST CHURCH | ||||||
| 8832 WISCONSIN AVENUE | EUREKA | WI | 54934 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| FAITH COMMUNITIES & CIVIC AGENCIES UNITED INC | ||||||
| PO BOX 274 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $96,000 | |
| FAMILY CRISIS CENTER OF BALTIMORE COUNTY INC | ||||||
| PO BOX 3909 | BALTIMORE | MD | 21222 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 224 N MAIN STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |
| THE FRANCISCAN CENTER | ||||||
| 101 W 23 STREET | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| FRIENDS MEETING SCHOOL | ||||||
| 3232 GREEN VALLEY ROAD | IJAMSVILLE | MD | 21754 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,500 | |
| FUEL FUND OF MARYLAND | ||||||
| 305 W CHESAPEAKE AVE SUITE 115 | TOWSON | MD | 21204 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| GREATER EXCELLENCE IN EDUCATION FOUNDATION | ||||||
| P O BOX 824 | EDGEWOOD | MD | 21040 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| GUIDE DOG FOUNDATION INC | ||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $500 | |
| HABITAT FOR HUMANITY SUSQUEHANNA | ||||||
| 205 S HAYS STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| HARFORD CHORAL SOCIETY INC | ||||||
| PO BOX 541 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| HARFORD COMMUNITY ACTION AGENCY INC | ||||||
| 1321-B WOODBRIDGE STATION WAY | EDGEWOOD | MD | 21040 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |
| HARFORD COMMUNITY COLLEGE FOUNDATION INC | ||||||
| 401 THOMAS RUN ROAD | BEL AIR | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $121,000 | |
| HARFORD COUNTY DEPT OF COMMUNITY SERVICES - OFFICE ON AGING | ||||||
| 145 NORTH HICKORY AVENUE | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| HARFORD DAY SCHOOL | ||||||
| 715 MOORES MILL ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $105,000 | |
| HARFORD FAMILY HOUSE | ||||||
| 53 E BEL AIR AVENUE SUITE 3 | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $60,000 | |
| HARFORD UNITED CHARITIES INC | ||||||
| 25 WEST COURTLAND STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| THE HARRY K FOUNDATION | ||||||
| 313 S BOARDWALK | REHOBOTH BEACH | DE | 19971 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| HAVRE DE GRACE MARITIME MUSEUM | ||||||
| 100 LAFAYETTE STREET | HAVRE DE GRACE | MD | 21078 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| HEROES HELPING HEROES INC | ||||||
| PO BOX 38652 | BALTIMORE | MD | 21231 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $40,000 | |
| THE HIGHLANDS SCHOOL INC | ||||||
| 2409 CRESWELL ROAD | BEL AIR | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $40,000 | |
| THE HISTORICAL SOCIETY OF HARFORD COUNTY | ||||||
| 143 N MAIN STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| HOME PARTNERSHIP INC | ||||||
| 626 TOWNE CENTER DRIVE SUITE 301 | JOPPATOWNE | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| HOMECOMING PROJECT INC | ||||||
| PO BOX 1190 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |
| THE HUMANE SOCIETY OF HARFORD COUNTY | ||||||
| 2208 CONNOLLY ROAD | FALLSTON | MD | 21047 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| INNER COUNTY OUTREACH | ||||||
| 529 EDMUND STREET | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| JOHN CARROLL SCHOOL | ||||||
| 703 E CHURCHVILLE ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $14,000 | |
| JOHNS HOPKINS HEART & VASCULAR INSTITUTE | ||||||
| 600 NORTH WOLFE STREET BLALOCK 536 | BALTIMORE | MD | 21287 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $150,000 | |
| LASOS INC LINKING ALL SO OTHERS SUCCEED | ||||||
| 31 W COURTLAND STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $60,000 | |
| MARCH OF DIMES | ||||||
| 175 WEST OSTEND STREET SUITE C-2 | BALTIMORE | MD | 21230 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| MARYLAND FOSTER YOUTH RESOURCE CENTER | ||||||
| 2530 N CHARLES STREET SUITE 304 | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| THE MARYLAND FOUNDATION OF DENTISTRY FOR THE HANDICAPPED | ||||||
| 6410 DOBBIN ROAD SUITE F | COLUMBIA | MD | 21045 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| MARYLAND NATIONAL GUARD FOUNDATION INC | ||||||
| 29TH DIVISION STREET ROOM B6 | BALTIMORE | MD | 21201 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| MASON-DIXON COMMUNITY SERVICES | ||||||
| 708 HIGHLAND ROAD P O BOX 34 | STREET | MD | 21154 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |
| MEALS ON WHEELS OF CENTRAL MD INC - HARFORD COUNTY | ||||||
| 515 S HAVEN STREET | BALTIMORE | MD | 21224 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |
| MEDSTAR FRANKLIN SQUARE MEDICAL CENTER FOUNDATION | ||||||
| 9000 FRANKLIN SQUARE DRIVE | BALTIMORE | MD | 21237 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $55,000 | |
| MISSION OF MERCY | ||||||
| 22 S MARKET STREET | FREDERICK | MD | 21701 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $8,000 | |
| MONTGOMERY COLLEGE | ||||||
| 900 HUNGERFORD DRIVE 220 | ROCKVILLE | MD | 20850 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,550 | |
| MOUNTAIN CHRISTIAN CHURCH - TABITHA'S HOUSE | ||||||
| 1824 MOUNTAIN ROAD | JOPPA | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| MOUNTAIN CHRISTIAN SCHOOL | ||||||
| 1824 MOUNTAIN ROAD | JOPPA | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,800 | |
| MY SISTER'S CIRCLE INC | ||||||
| PO BOX 84 | TIMONIUM | MD | 21094 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $45,000 | |
| NEW COVENANT CHRISTIAN SCHOOL | ||||||
| 128 ST MARYS CHURCH ROAD | ABINGDON | MD | 21009 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| NOTRE DAME PREPATORY SCHOOL | ||||||
| 815 HAMPTON LANE | TOWSON | MD | 21286 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,000 | |
| PAUL'S PLACE INC | ||||||
| 1118 WARD STREET | BALTIMORE | MD | 21230 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| PRO BONO COUNSELING PROJECT | ||||||
| 110 WEST ROAD SUITE 202 | BALTIMORE | MD | 21204 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| REHOBOTH BEACH BOYS AND GIRLS CLUB | ||||||
| 19285 HOLLAND GLADE ROAD | REHOBOTH BEACH | DE | 19971 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| THE SAMARITAN WOMEN | ||||||
| PO BOX 9317 | CATONSVILLE | MD | 21228 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| SARC INC | ||||||
| PO BOX 1207 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,500 | |
| THE SHEPHERD'S CLINIC | ||||||
| 2800 KIRK AVENUE | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| ST AMBROSE HOUSING AID CENTER | ||||||
| 321 E 25TH STREET | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $40,000 | |
| ST MARY'S OUTREACH CENTER | ||||||
| 3900 ROLAND AVENUE | BALTIMORE | MD | 21211 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| SUITED TO SUCCEED | ||||||
| 225 EAST REDWOOD STREET SUITE 400 | BALTIMORE | MD | 21202 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| SUSSEX FAMILY YMCA | ||||||
| 20080 CHURCH STREET | REHOBOTH BEACH | DE | 19971 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| THERAPEUTIC ALTERNATIVES OF MARYLAND | ||||||
| 1994 CROMWELL BRIDGE ROAD | BALTIMORE | MD | 21234 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |
| TOWN OF BEL AIR | ||||||
| 39 N HICKORY AVENUE | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $100,000 | |
| TURNAROUND INC | ||||||
| 401 WASHINGTON AVENUE SUITE 300 | TOWSON | MD | 21204 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |
| UPPER CHESAPEAKE HEALTH FOUNDATION | ||||||
| 520 UPPER CHESAPEAKE DRIVE SUITE | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $205,000 | 405 |
| V-LINC | ||||||
| 2301 ARGONNE DRIVE | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| VA - MARYLAND CENTER | ||||||
| PERRY POINT VA MEDICAL CENTER | PERRY POINT | MD | 21902 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| VILLAGE AT LAKEVIEW | ||||||
| 833 FISHERMAN LANE | EDGEWOOD | MD | 21040 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| VILLAGE LEARNING PLACE | ||||||
| 2521 ST PAUL STREET | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| THE WILSON MINISTRY CENTER | ||||||
| 1024 MAIN STREET | DARLINGTON | MD | 21034 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,700 | |
| PASS THROUGH CONTRIBUTIONS | ||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $146 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,376,696 | 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 | $77,769 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $751,340 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $36,918 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $261,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,662,198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $36,918 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,753,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,789,983 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GORFINE, SCHILLER & GARDYN, P.A. | CategoryTxt |
| Amt | $34,910 | Amt |
| Net Investment Income | $23,631 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,279 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $9,772,468 | EOYBookValueAmt |
| EOYFMV | $11,795,234 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $8,534,004 | EOYBookValueAmt |
| EOYFMV | $10,366,406 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $27,937,943 | BookValueAmt |
| EOYFMV | $31,068,789 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSE | $6,923 | $2,971 | $3,952 |
| INVESTMENT MANAGEMENT FEE | $263,400 | $263,400 | $0 |
| INSURANCE | $2,388 | $1,194 | $1,194 |
| TELEPHONE | $2,921 | $1,460 | $1,461 |
| DUES & SUBSCRIPTIONS | $19,746 | $0 | $19,746 |
| NON DEDUCTIBLE EXPENSES | $867 | $0 | $0 |
| WEBSITE | $2,954 | $0 | $2,954 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $12,870 | $12,870 | $12,870 |
| PASSTHROUGH INCOME FROM K-1'S | $248,888 | $248,888 | $248,888 |
| PASSTHROUGH INCOME FROM K-1'S | $36,918 | $36,918 | $36,918 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAXES PAYABLE | Desc |
| BOY Book Value | $15,184 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $1,779 | $0 | $1,779 |
| CONSULTING FEES | $1,700 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $80,657 | $80,657 | $0 |
| PAYROLL TAXES | $8,591 | $0 | $8,591 |
| RECLAIMABLE TAX | $530 | $530 | $0 |
| FOREIGN TAXES PAID THROUGH PASSTHROUGH | $167,301 | $167,301 | $0 |
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