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ROBERT AND JANE MEYERHOFF FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND JANE MEYERHOFF FOUNDATION INC (EIN 52-1176421)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-09-15
IRS object ID
201302599349100765
Schema version
2012v2.1
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)
Timestamp2013-09-15T14:32:47-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521231901EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1
CityOWINGS MILLSCity
StateMDState
ZIP Code21117ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521176421EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROBERT AND JANE MEYERHOFF FOUNDATIONINCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROBENameControl
Phone4106287400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11025 CRANBROOK ROADAddressLine1
CityCOCKEYSVILLECity
StateMDState
ZIP Code21030ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT E MEYERHOFFName
TitlePRESIDENTTitle
Phone4106287400Phone
Date Signed2013-05-08DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDOUGLAS M LEDERMAN CPAName
PTINP00229865PTIN
Phone4103565900Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1114991FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss596InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm596InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss20OtherIncomeRevAndExpnss
Other Income Net Invst Incm20OtherIncomeNetInvstIncm
Total Revenue And Expenses616TotalRevenueAndExpenses
Total Net Investment Income616TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1000TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1000TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps0TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-384ExcessOfRevenueOverExpenses
Net Investment Income616NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1CashBOY
Cash EOY1CashEOY
Cash EOYFMV1CashEOYFMV
Savings And Temp Cash Invst BOY15262SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY15312SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV15312SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY1099970InvestmentsGovtObligBOY
Investments Govt Oblig EOY1099536InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV1099678InvestmentsGovtObligEOYFMV
Total Assets BOY1115233TotalAssetsBOY
Total Assets EOY1114849TotalAssetsEOY
Total Assets EOYFMV1114991TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY1115233RetainedEarningsBOY
Retained Earnings EOY1114849RetainedEarningsEOY
Total Net Assets BOY1115233TotalNetAssetsBOY
Total Net Assets EOY1114849TotalNetAssetsEOY
Total Liabilities Net Assets BOY1115233TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1114849TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1115233TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-384ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1114849Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1114849TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1249996QualifyingDistributionsYear1
Noncharitable Assets Year11345760NoncharitableAssetsYear1
Distribution Ratio Year10.185766DistributionRatioYear1
Qualifying Distributions Year27765QualifyingDistributionsYear2
Noncharitable Assets Year21369427NoncharitableAssetsYear2
Distribution Ratio Year20.005670DistributionRatioYear2
Qualifying Distributions Year3500QualifyingDistributionsYear3
Noncharitable Assets Year31354539NoncharitableAssetsYear3
Distribution Ratio Year30.000369DistributionRatioYear3
Qualifying Distributions Year41000QualifyingDistributionsYear4
Noncharitable Assets Year41313851NoncharitableAssetsYear4
Distribution Ratio Year40.000761DistributionRatioYear4
Qualifying Distributions Year51147QualifyingDistributionsYear5
Noncharitable Assets Year51279809NoncharitableAssetsYear5
Distribution Ratio Year50.000896DistributionRatioYear5
Total Distribution Ratio0.193462TotalDistributionRatio
Average Distribution Ratio0.038692AverageDistributionRatio
Net Noncharitable Assets1097367NetNoncharitableAssets
Adjusted Noncharitable Assets42459AdjustedNoncharitableAssets
One Percent Net Investment Income6OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One42465AdjNonchrtblAssetsAndOnePct
Qualifying Distributions0QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax12InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal12Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income12TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment5502EstTaxPaymentsAndOverpayment
Total Credits And Payments5502TotalCreditsAndPayments
Overpayment5490Overpayment
Amount Credited To Next Year5490AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameROBERT E MEYERHOFFBooksInCareOfPersonName
Books In Care Of Phone Number4106287400BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11025 CRANBROOK ROADAddressLine1
CityCOCKEYSVILLECity
StateMDState
ZIP Code21030ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person1FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT E MEYERHOFF
1025 CRANBROOK ROADCOCKEYSVILLEMD21030PRES., TREAS., DIRECTOR1.00000
NEIL A MEYERHOFF
1025 CRANBROOK ROADCOCKEYSVILLEMD21030VICE PRESIDENT, DIRECTOR1.00000
HERBERT GOLDMAN
233 E REDWOOD STREETBALTIMOREMD21030ASST SECRETRARY, DIRECTOR1.00000
ROSE ELLEN GREENE
1025 CRANBROOK ROADCOCKEYSVILLEMD21030SECRETARY, DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1098805AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances15273AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1114078TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1114078AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable16711CashDeemedCharitable
Net Noncharitable Assets1097367NetNoncharitableAssets
Minimum Investment Return54868MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return54868MinimumInvestmentReturn
Tax Based On Investment Income12TaxBasedOnInvestmentIncome
Total Tax12TotalTax
Distributable Amount Before Adj54856DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded54856DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted54856DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions0ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions0QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions0AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted54856DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year191696ExcessDistriCarryoverYear1
Total Excess Distri Carryover91696TotalExcessDistriCarryover
Qualifying Distributions0QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus54856ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY54856ExcessDistriCyovAppliedCY
Total Corpus36840TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year36840ExcessDistriCyovToNextYear
Excess From Year136840ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerROBERT E MEYERHOFFContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$596ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$20ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$616ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA616TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$1,000Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE TAXPAYER ELECTS UNDER SEC. 52.4942(A)-3(D)(2) TO TREAT THE REMAINING DISTRIBUTION OF $22,580TO BE APPLIED TO THE UNDISTRIBUTED INCOME REMAINING BEFORE 2010Election

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value1099536USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV1099678USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Revenue And Expenses Per Books20RevenueAndExpensesPerBooks
Net Investment Income20NetInvestmentIncome
Adjusted Net Income20AdjustedNetIncome

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