JAMES AND JACQUELINE STRADTNER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND JACQUELINE STRADTNER FOUNDATION INC (EIN 52-2147378)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-28
- IRS object ID
- 201311489349100216
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-28T14:00:02-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520959934 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S CHARLES ST SUITE 1300 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | 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 | 522147378 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES & JACQUELINE STRADTNER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 4108215021 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1219 BOYCE AVENUE | AddressLine1 |
| City | RUXTON | City |
| State | MD | State |
| ZIP Code | 212043604 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES STRADTNER | Name |
| Title | PRESIDENT | Title |
| Phone | 4108215021 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEYER T WOLMAN | Name |
| PTIN | P00117425 | PTIN |
| Phone | 4107275735 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 259799 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2750 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 9438 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9438 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 203 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6108 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 203 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 12391 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9641 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2750 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 12000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 12000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 14750 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 12000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2359 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9641 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2678 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6094 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6094 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 213191 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 207416 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 253705 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 215869 | TotalAssetsBOY |
| Total Assets EOY | 213510 | TotalAssetsEOY |
| Total Assets EOYFMV | 259799 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 218172 | CapitalStockBOY |
| Capital Stock EOY | 218172 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -2303 | RetainedEarningsBOY |
| Retained Earnings EOY | -4662 | RetainedEarningsEOY |
| Total Net Assets BOY | 215869 | TotalNetAssetsBOY |
| Total Net Assets EOY | 213510 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 215869 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 213510 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 215869 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2359 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 213510 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 213510 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 25 SHS JOHNSON AND JOHNSON | 2000-03-28 | 2012-02-10 | 1630 | 867 | 763 | 763 | |
| 25 SHS PROCTOR AND GAMBLE | 2000-06-16 | 2012-02-10 | 1592 | 679 | 913 | 913 | |
| 284 SHS COHEN AND STEERS | 2001-09-04 | 2012-02-10 | 2764 | 4359 | -1595 | -1595 | |
| CAPITAL GAINS DIVIDENDS | 122 | 122 | 122 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 203 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 234615 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049016 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 213941 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051416 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 9657 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 186587 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051756 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 14148 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 259839 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054449 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 16863 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 326680 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051619 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.258256 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051651 | AverageDistributionRatio |
| Net Noncharitable Assets | 250515 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 12939 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 96 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 13035 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 12000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 193 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 193 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 193 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 134 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 360 | TaxPaidWithExtension |
| Total Credits And Payments | 494 | TotalCreditsAndPayments |
| Overpayment | 301 | Overpayment |
| Amount Credited To Next Year | 301 | 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 | JAMES STRADTNER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4108215021 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1219 BOYCE AVENUE | AddressLine1 |
| City | RUXTON | City |
| State | MD | State |
| ZIP Code | 212043604 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES STRADTNER | ||||||||
| 1219 BOYCE AVENUE | RUXTON | MD | 21204 | PRESIDENT | 0.50 | 0 | 0 | 0 |
| JACQUELINE STRADTNER | ||||||||
| 1219 BOYCE AVENUE | RUXTON | MD | 21204 | VICE PRESIDENT | 0.50 | 0 | 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 | 247130 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7200 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 254330 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 254330 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3815 | CashDeemedCharitable |
| Net Noncharitable Assets | 250515 | NetNoncharitableAssets |
| Minimum Investment Return | 12526 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12526 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 193 | TaxBasedOnInvestmentIncome |
| Total Tax | 193 | TotalTax |
| Distributable Amount Before Adj | 12333 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 12333 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 12333 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 12000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 12000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 12000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 12333 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 756 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1360 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 514 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 469 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 3099 | TotalExcessDistriCarryover |
| Qualifying Distributions | 12000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 333 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 333 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2766 | 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 | 423 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2343 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1360 | ExcessFromYear4 |
| Excess From Year3 | 514 | ExcessFromYear3 |
| Excess From Year2 | 469 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES STRADTNER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOOTS FOR BALTIMORE | |||||||
| 5603 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | EXEMPT | UNRESTRICTED | $250 |
| CARDINALS LENTEN APPEAL | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | EXEMPT | UNRESTRICTED | $2,500 |
| CATIE CARMAN FOUNDATION | |||||||
| 140 W MOUNT ROYAL AVE | BALTIMORE | MD | 21201 | NONE | EXEMPT | UNRESTRICTED | $500 |
| FRIENDS SCHOOL | |||||||
| 5114 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| GARRISON FORREST SCHOOL | |||||||
| 300 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| HARBOUR SCHOOL | |||||||
| 11251 DOLFIELD BLVD | OWINGS MILLS | MD | 21117 | NONE | EXEMPT | UNRESTRICTED | $3,000 |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 200 WARE AVENUE | TOWSON | MD | 21204 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | NONE | EXEMPT | UNRESTRICTED | $250 |
| OUR DAILY BREAD | |||||||
| 725 FALLSWAY | BALTIMORE | MD | 21202 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| SISTERS ACADEMY | |||||||
| 139 1ST AVENUE | HALETHORPE | MD | 21227 | NONE | EXEMPT | UNRESTRICTED | $500 |
| YORK CATHOLIC SCHOOL | |||||||
| 601 EAST SPRINGETTSBURY AVE | YORK | PA | 17403 | NONE | EXEMPT | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 12000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,438 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $203 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $9,641 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9641 | 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 FEE | Category |
| Amount | $2,750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENT SECURITIES | NameOfStock |
| EOY Book Value | 207416 | EOYBookValue |
| EOYFMV | 253705 | EOYFMV |