PLANK FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PLANK FAMILY FOUNDATION (EIN 26-1300940)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201311359349102126
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T16:21:25-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521374503 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEN SAPPERSTEIN & FRIEDLANDER CHRTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 RED BROOK BLVD SUITE 200 | AddressLine1 |
| City | OWINGS MILLS | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261300940 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CUPID FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CUPI | NameControl |
| Phone | 4104546472 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 HULL STREET NO 220 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY S LARKIN | Name |
| Title | DIRECTOR | Title |
| Phone | 4104546472 | Phone |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD A FRIEDLANDER CPA | Name |
| PTIN | P00024186 | PTIN |
| Phone | 4105810800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 18175405 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 93505 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 93505 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 307326 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 307326 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6361739 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9472063 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6361739 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6762570 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6762570 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 64583 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 12917 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 17500 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 3500 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5325 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 37897 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 37897 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 336845 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 331522 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1313 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 4024 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 316 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 469262 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 391477 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3993376 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3993376 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4462638 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 391477 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3993376 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2299932 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6371093 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5451 | CashBOY |
| Cash EOY | 248306 | CashEOY |
| Cash EOYFMV | 248306 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 299677 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 92697 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 92697 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 15542254 | InvestmentsOtherBOY |
| Investments Other EOY | 17807624 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 17831331 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 15536 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 12465 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 4384 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 3071 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 3071 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 15851766 | TotalAssetsBOY |
| Total Assets EOY | 18151698 | TotalAssetsEOY |
| Total Assets EOYFMV | 18175405 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 15851766 | RetainedEarningsBOY |
| Retained Earnings EOY | 18151698 | RetainedEarningsEOY |
| Total Net Assets BOY | 15851766 | TotalNetAssetsBOY |
| Total Net Assets EOY | 18151698 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 15851766 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 18151698 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 15851766 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2299932 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 18151698 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 18151698 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SEE EXHIBIT I - PG 3 OF 8 | P | 118447 | 115530 | 2917 | 2917 |
| SEE EXHIBIT I - PG 4 OF 8 | P | 17271 | 18376 | -1105 | -1105 |
| SEE EXHIBIT I - PG 8 OF 8 | P | 78699 | 48146 | 30553 | 30553 |
| SEE EXHIBIT II - PG 2 OF 6 | P | 161899 | 127529 | 34370 | 34370 |
| SEE EXHIBIT II - PG 3 OF 6 | P | 45675 | 48620 | -2945 | -2945 |
| SEE EXHIBIT II - PG 6 OF 6 | P | 247124 | 201885 | 45239 | 45239 |
| SEE EXHIBIT III - PG 1 OF 2 | P | 101293 | 101196 | 97 | 97 |
| SEE EXHIBIT III - PG 2 OF 2 | P | 2617596 | 2449042 | 168554 | 168554 |
| SEE EXHIBIT IV - PG 1 OF 1 | P | 5882260 | 5882260 | 5882260 | |
| SEE EXHIBIT I - PG 3 OF 8 - WASH SALE ADJUSTMENT | P | 70 | 70 | 70 | |
| SEE EXHIBIT I - PG 4 OF 8 - DISALLOWED LOSS | P | 157 | 157 | 157 | |
| CAPITAL GAINS DIVIDENDS | P | 201572 | 201572 | 201572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6361739 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1512809 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 15822903 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.095609 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 959600 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9457042 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.101469 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 839000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8429117 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.099536 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 704500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8322644 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.084649 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1490000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10996743 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.135495 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.516758 | TotalDistributionRatio |
| Average Distribution Ratio | 0.103352 | AverageDistributionRatio |
| Net Noncharitable Assets | 21297483 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2201137 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 63711 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2264848 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3993376 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 63711 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 63711 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 63711 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 142140 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 142140 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 78429 | Overpayment |
| Amount Credited To Next Year | 78429 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | AMY LARKIN EXECUTIVE DIRECTOR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4104546472 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 HULL STREET SUITE 220 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KEVIN A PLANK | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DESIREE JACQUELINE PLANK | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| THOMAS J SIPPEL | ||||||||
| 98 CHURCH ST | ROCKVILLE | MD | 20850 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| AMY S LARKIN | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | DIRECTOR | 20.00 | 64583 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 20732280 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 889530 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 21621810 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 21621810 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 324327 | CashDeemedCharitable |
| Net Noncharitable Assets | 21297483 | NetNoncharitableAssets |
| Minimum Investment Return | 1064874 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1064874 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 63711 | TaxBasedOnInvestmentIncome |
| Total Tax | 63711 | TotalTax |
| Distributable Amount Before Adj | 1001163 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1001163 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1001163 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3993376 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 3993376 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 63711 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3929665 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1001163 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 816315 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 291710 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 422455 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 491921 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 911154 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2933555 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3993376 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1001163 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2992213 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5925768 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 816315 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5109453 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 291710 | ExcessFromYear4 |
| Excess From Year3 | 422455 | ExcessFromYear3 |
| Excess From Year2 | 491921 | ExcessFromYear2 |
| Excess From Year1 | 911154 | ExcessFromYear1 |
| Excess From Current Year | 2992213 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | AMY LARKIN EXECUTIVE DIRECTOR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 HULL STREET SUITE 220 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4104546472 | RecipientPhoneNumber |
| Form And Info And Materials | SUBMITTING A LETTER OF REQUEST. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOOMER ESIASON FOUNDATION | |||||||
| 52 VANDERBILT AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)3 | FUNDING RESEARCH FOR CYSTIC FIBROSIS | $50,000 |
| CAL RIPKEN SR FOUNDATION | |||||||
| 1427 CLARKVIEW ROAD SUITE 100 | BALTIMORE | MD | 21209 | NONE | 501(C)3 | FUNDING FOR PATTERSON PARK FIELD AND YOUTH PROGRAMS | $50,000 |
| CHESTNUT RIDGE VOLUNTEER FIRE DEPT | |||||||
| 12020 GREENSPRING AVENUE | OWINGS MILLS | MD | 21117 | NONE | 501(C)3 | FUNDING FOR FIRE SAFETY PROGRAMS | $5,000 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA INC | |||||||
| 386 PARK AVENUE SOUTH 14TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)3 | FUNDING FOR MEDICAL RESEARCH | $10,000 |
| FIGHT FOR CHILDREN | |||||||
| 1726 M STREET NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | 501(C)3 | ANNUAL GIVING | $46,000 |
| FORK UNION MILITARY ACADEMY | |||||||
| 4744 JAMES MADISON HIGHWAY | FORK UNION | VA | 23055 | NONE | 501(C)3 | FUNDING FOR SCHOLARSHIPS AND ATHLETIC PROGRAMS | $50,000 |
| GLYNDON FIRE DEPARTMENT | |||||||
| 4812 BUTLER ROAD | GLYNDON | MD | 21071 | NONE | 501(C)3 | FUNDING FOR FIRE SAFETY PROGRAMS | $5,000 |
| HOLTON ARMS SCHOOL | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | 501(C)3 | ANNUAL FUND FOR EDUCATION/ATHLETICS | $20,000 |
| MAPLEWOOD ATHLETIC ASSOCIATION | |||||||
| 6110 EXECUTIVE BLVD SUITE 610 | ROCKVILLE | MD | 20852 | NONE | 501(C)3 | FUNDING FOR ATHLETIC PROGRAMS | $36,000 |
| MIAMI PROJECT CURE PARALYSIS | |||||||
| 1095 NORTHWEST 14TH TERRACE | MIAMI | FL | 33136 | NONE | 501(C)3 | FUNDING FOR MEDICAL RESEARCH - IN HONOR OF DARRIN DROZDOV | $5,000 |
| NATIONAL FOOTBALL FOUNDATION | |||||||
| PO BOX 20180 | TOWSON | MD | 21284 | NONE | 501(C)3 | ANNUAL GIVING CAMPAIGN | $3,000 |
| RONALD MCDONALD HOUSE OF BALTIMORE | |||||||
| 635 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | 501(C)3 | ANNUAL GIVING CAMPAIGN FOR SICK CHILDREN | $100,000 |
| ST JOHNS COLLEGE HIGH SCHOOL | |||||||
| 2607 MILITARY ROAD NW | WASHINGTON | DC | 20015 | NONE | 501(C)3 | FUNDING FOR SUMMER CAMP PROGRAM, UNIFORMS FOR ATHLETIC PROGRAM AND NEW STADIUM | $40,000 |
| ST PAULS SCHOOL | |||||||
| 11152 FALLS ROAD PO BOX 8100 | BROOKLANDVILLE | MD | 21022 | NONE | 501(C)3 | FUNDING FOR EDUCATIONAL PROGRAMS | $25,000 |
| THE BALTIMORE SCHOOL OF DESIGN | |||||||
| 1300 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | 501(C)3 | FUNDING FOR EDUCATIONAL PROGRAMS | $10,000 |
| THE LIVING CLASSROOMS | |||||||
| 802 S CAROLINE STREET | BALTIMORE | MD | 212313332 | NONE | 501(C)3 | FUNDING FOR EDUCATIONAL PROGRAMS & SCHOLARSHIPS FOR INNER CITY YOUTH | $50,000 |
| THE MARYLAND ZOO IN BALTIMORE | |||||||
| 1876 MANSION HOUSE DRIVE | BALTIMORE | MD | 21217 | NONE | 501(C)3 | ANNUAL GIVING | $25,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 2119 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | FUNDING FOR FIELD RENOVATIONS | $750,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 2119 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | SWEET 16 FUND/FOOTBALL UNIFORMS | $250,000 |
| YOUTH LEADERSHIP FOUNDATION | |||||||
| 5034 WISCONSIN AVENUE NW SUITE 250 | WASHINGTON | DC | 20016 | NONE | 501(C)3 | FUNDING TO BENEFIT YOUTH PROGRAMS | $5,000 |
| AMERICAN JEWISH COUNCIL | |||||||
| 165 EAST 56 STREET | NEW YORK | NY | 10022 | NONE | 501(C)3 | FUNDING FOR CHARITABLE ACTIVITIES | $50,000 |
| BIG BROTHERS BIG SISTERS OF NEW YORK CITY | |||||||
| 223 EAST 30TH STREET | NEW YORK | NY | 10016 | NONE | 501(C)3 | FUNDING FOR PROGRAMS TO PROVIDE CHILDREN FACING ADVERSITY WITH MENTORING RELATIONSHIPS | $25,000 |
| PORT DISCOVERY | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | 501(C)3 | ANNUAL DONATION | $500 |
| PRIDE OF BALTIMORE | |||||||
| 1801 S CLINTON STREET | BALTIMORE | MD | 21224 | NONE | 501(C)3 | DONATION FOR STAFF | $5,000 |
| ATLANTA HALL MANAGEMENT | |||||||
| 233 PEACHTREE STREET NE | ATLANTA | GA | 30303 | NONE | 501(C)3 | FUNIDNG FOR COLLEGE HALL OF FAME | $200,000 |
| CAVES VALLEY GOLF FOUNDATION | |||||||
| 2910 BLENDON ROAD | OWINGS MILLS | MD | 21117 | NONE | 501(C)3 | FUNDING FOR EDUCATIONAL PROGRAMS FOR CHILDREN AT RISK | $10,000 |
| MISSION 14 | |||||||
| 6225 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | 501(C)3 | FUNDING FOR YOUTH PROGRAMS | $25,000 |
| UNIVERSITY OF MARYLAND BYRD STADIUM | |||||||
| 2119 MAIN ADMINISTRATION BUILDING | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | FUNDING FOR ATHLETIC FIELD RENOVATIONS | $36,610 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | 501(C)3 | FUNDING FOR LUPUS RESEARCH | $150,000 |
| CHURCH OF THE NATIVITY | |||||||
| 20 E RIDGELY ROAD | LUTHERVILLE | MD | 21093 | NONE | 501(C)3 | FUNDING FOR YOUTH PROGRAMS | $25,000 |
| DUNBAR HIGH SCHOOL | |||||||
| 1400 ORLEANS STREET | BALTIMORE | MD | 21231 | NONE | 501(C)3 | FUNDING FOR MAJOR SCHOOL RENOVATIONS AND ATHLETIC PROGRAMS | $1,931,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3993376 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $93,505 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $307,326 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,361,739 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $6,762,570 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6762570 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $7,100 | Amount |
| Net Investment Income | 5325 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (7 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| FIRE SAFE CABINET | 2008-04-25 | 1500 | 516 | 200DB | 7.000000000000 | 67 | 0 |
| FURNITURE | 2010-04-06 | 4386 | 850 | 200DB | 7.000000000000 | 384 | 0 |
| FURNITURE | 2010-06-15 | 655 | 127 | 200DB | 7.000000000000 | 57 | 0 |
| FURNITURE | 2010-06-15 | 3289 | 638 | 200DB | 7.000000000000 | 287 | 0 |
| FILING CABINET | 2010-06-10 | 2656 | 515 | 200DB | 7.000000000000 | 232 | 0 |
| COMPUTER | 2010-07-07 | 2203 | 572 | 200DB | 5.000000000000 | 212 | 0 |
| SIGN | 2010-07-16 | 847 | 164 | 200DB | 7.000000000000 | 74 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (9 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GS PRIMARY HEDGE FUNDS - PRIMARY ACCOUNT | AT COST | 236146 | 30695 |
| GS LSV NON-US EQUITY 030-29396-3 | AT COST | 500000 | 393457 |
| GS VONTOBEL NON-US EQUITY 030-29397-1 | AT COST | 500000 | 500146 |
| GS SOUTHERNSUN SMALL CAP CORE - 030-29399-7 | AT COST | 472566 | 585802 |
| GS SNOW ALL CAP VALUE - 030-29402-9 | AT COST | 759872 | 840416 |
| GS GOV/CORP FIXED INCOME - 030-29407-8 | AT COST | 7414040 | 7553881 |
| GS PRIMARY FIXED INCOME | AT COST | 1975000 | 2080200 |
| GS PRIMARY US EQUITY | AT COST | 4025000 | 3984955 |
| GS PRIMARY NON US EQUITY | AT COST | 1925000 | 1861779 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (7 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| FIRE SAFE CABINET | 1500 | 1333 | 167 | 167 |
| FURNITURE | 4386 | 3427 | 959 | 959 |
| FURNITURE | 655 | 512 | 143 | 143 |
| FURNITURE | 3289 | 2570 | 719 | 719 |
| FILING CABINET | 2656 | 2075 | 581 | 581 |
| COMPUTER | 2203 | 1886 | 317 | 317 |
| SIGN | 847 | 662 | 185 | 185 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL SERVICE FEES | 346 | 69 | 0 |
| INSURANCE | 393 | 0 | 0 |
| OFFICE SUPPLIES | 1235 | 247 | 0 |
| CONSULTING | 2000 | 0 | 0 |
| MISCELLANEOUS | 50 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $37,897 | Amount |
| Net Investment Income | 37897 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL ESTIMATE | $142,140 | 142140 | 0 |
| PAYROLL TAXES | $6,654 | 1331 | 0 |
| FOREIGN TAXES PAID | $3,699 | 3699 | 0 |
| FEDERAL TAXES - PRIOR YEAR BALANCE | $184,352 | 184352 | 0 |
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