CONTINO FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CONTINO FAMILY FOUNDATION (EIN 86-1116070)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-17
- IRS object ID
- 201321379349100502
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-17T09:30:48-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUMAN & ASSOCIATES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 S CHARLES ST STE 402 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212012484 | 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 | 861116070 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Contino Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONT | NameControl |
| Phone | 4107719596 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Neuman 575 S Charles St 402 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Francis A Contino | Name |
| Title | Trustee | Title |
| Date Signed | 2013-05-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ricka E Neuman | Name |
| PTIN | P00631167 | PTIN |
| Phone | 4106596200 | 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1355511 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 103600 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 30851 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 29011 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 21915 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 268933 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 21915 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 156366 | TotalRevenueAndExpenses |
| Total Net Investment Income | 50926 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2900 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 2900 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4721 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4721 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 814 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 114 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 8435 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4835 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2900 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 216000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 216000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 224435 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4835 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 218900 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -68069 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 46091 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 117685 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 116490 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 116490 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 726 | AccountsReceivable |
| Accounts Receivable BOY | 567 | AccountsReceivableBOY |
| Accounts Receivable EOY | 726 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 726 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 218038 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 222169 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 426248 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 816906 | InvestmentsOtherBOY |
| Investments Other EOY | 745742 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 812047 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1153196 | TotalAssetsBOY |
| Total Assets EOY | 1085127 | TotalAssetsEOY |
| Total Assets EOYFMV | 1355511 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1153196 | CapitalStockBOY |
| Capital Stock EOY | 1085127 | CapitalStockEOY |
| Total Net Assets BOY | 1153196 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1085127 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1153196 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1085127 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1153196 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -68069 | ExcessOfRevenueOverExpenses |
| Subtotal | 1085127 | Subtotal |
| Total Net Assets Fund Balances EOY | 1085127 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1805.054 TRP State Tax-free Bond | P | 2010-11-12 | 2012-09-20 | 20000 | 19024 | 976 | 976 |
| 1596.169 PIMCO Real Ret Cl D | P | 2009-12-29 | 2012-09-20 | 20000 | 17514 | 2486 | 2486 |
| 1547.988 MFS Value Class A | P | 2011-01-01 | 2012-09-20 | 40000 | 33490 | 6510 | 6510 |
| 196.696 Franklin Growth Class | P | 2011-03-10 | 2012-09-20 | 10000 | 9027 | 973 | 973 |
| 4241.782 Delaware Diversified Inc | P | 2009-12-29 | 2012-09-20 | 40000 | 39515 | 485 | 485 |
| 1518.855 American Europacific Growth | P | 2011-01-01 | 2012-05-23 | 53751 | 59326 | -5575 | -5575 |
| 1292.825 Akre Focus Fund | P | 2010-08-18 | 2012-09-20 | 20000 | 14573 | 5427 | 5427 |
| 754.717 TRP Value | P | 2011-12-22 | 2012-09-20 | 20000 | 17004 | 2996 | 2996 |
| 1675.042 TRP Strategic Income | P | 2011-12-22 | 2012-09-20 | 20000 | 18995 | 1005 | 1005 |
| 564.334 TRP Equity Income | P | 2011-12-22 | 2012-09-20 | 15000 | 12991 | 2009 | 2009 |
| 141.951 American Europacific Growth | P | 2012-01-01 | 2012-05-23 | 5024 | 5545 | -521 | -521 |
| .147 McCormick & Co | P | 2012-10-22 | 2012-10-31 | 9 | 9 | ||
| .073 McCormick & Co | P | 2012-10-22 | 2012-10-31 | 5 | 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 21915 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 192529 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1293165 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.14888 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 176082 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1305397 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.13489 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 176020 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 808401 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.21774 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 152219 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 574834 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.26481 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 279928 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 386559 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.72415 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.49047 | TotalDistributionRatio |
| Average Distribution Ratio | 0.29809 | AverageDistributionRatio |
| Net Noncharitable Assets | 1317461 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 392726 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 461 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 393187 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 218900 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 922 | InvestmentIncomeExciseTax |
| Subtotal | 922 | Subtotal |
| Tax Based On Investment Income | 922 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 892 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 892 | TotalCreditsAndPayments |
| Tax Due | 30 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DLA Piper US LLLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4105804172 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212093600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Francis A Contino | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16520 Tamiami Trail 138-319 | AddressLine1 |
| City | Fort Myers | City |
| State | FL | State |
| ZIP Code | 339084556 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1293329 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 43469 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 726 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1337524 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1337524 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20063 | CashDeemedCharitable |
| Net Noncharitable Assets | 1317461 | NetNoncharitableAssets |
| Minimum Investment Return | 65873 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 65873 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 922 | TaxBasedOnInvestmentIncome |
| Total Tax | 922 | TotalTax |
| Distributable Amount Before Adj | 64951 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 64951 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 64951 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 218900 | ExpensesAndContributions |
| Qualifying Distributions | 218900 | QualifyingDistributions |
| Adj Qualifying Distributions | 218900 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 64951 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 260818 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 123731 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 135982 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 111384 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 128679 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 760594 | TotalExcessDistriCarryover |
| Qualifying Distributions | 218900 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 64951 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 153949 | RemainingDistriFromCorpus |
| Total Corpus | 914543 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 260818 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 653725 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 123731 | ExcessFromYear4 |
| Excess From Year3 | 135982 | ExcessFromYear3 |
| Excess From Year2 | 111384 | ExcessFromYear2 |
| Excess From Year1 | 128679 | ExcessFromYear1 |
| Excess From Current Year | 153949 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Francis A Contino | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Global Resource Foundation | ||||||||||||
| 561 Keystone Avenue 370 | Reno | NV | 89503 | N/A | 501(c)(3) | General Support | $5,000 | |||||
| Opportunity International CA | ||||||||||||
| N/A | 501(c)(3) | General Support | $5,000 | 295 The West Mall 504 | Toronto | Ontario | CA | M9C 4Z4 | ||||
| USM Foundation | ||||||||||||
| 3300 Metzerott Road | Adelphi | MD | 20783 | N/A | 501(c)(3) | General Support | $1,000 | |||||
| Saint James Academy | ||||||||||||
| 3100 Monkton Road | Monkton | MD | 21111 | N/A | Exempt | General Support | $5,000 | |||||
| Notre Dame of Maryland University | ||||||||||||
| 4701 North Charles Street | Baltimore | MD | 21210 | N/A | Exempt | General Support | $7,500 | |||||
| University of MD College Park Found | ||||||||||||
| 2119 Main Administration | College Park | MD | 20742 | N/A | Public | General Support | $7,500 | |||||
| Embracing our Mission Campaign | ||||||||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | N/A | Public | General Support | $25,000 | |||||
| McCormick Co Inc Fund | ||||||||||||
| 18 Loveton Circle | Sparks | MD | 21152 | N/A | Exempt | General Support | $100,000 | |||||
| Calvert Hall College HS | ||||||||||||
| 8102 Lasalle Road | Towson | MD | 21286 | N/A | Exempt | General support program | $35,000 | |||||
| Catholic Community of St Francis Xa | ||||||||||||
| 13717 Cuba Road PO Box 407 | Hunt Valley | MD | 21030 | N/A | Exempt | Annual giving program | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 216000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $30,851 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $21,915 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,766 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 52766 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Francis A Betty Contino | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16520 Tamiami Trail 138-319 | AddressLine1 |
| City | Fort Myers | City |
| State | FL | State |
| ZIP Code | 339084556 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 103600 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Tax Prep | $1,950 | 0 | 0 | 1950 |
| Bookkeeping & Planning | $950 | 0 | 0 | 950 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| McCormick voting stock | 177892 | 343019 |
| McCormick non-voting stock | 44277 | 83229 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (15 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Royce Pennsylvania Fund Service | AT COST | 15926 | 15429 |
| Gabelli Equity Income Fund | AT COST | 29676 | 32187 |
| TRP Strategic Income | AT COST | 33310 | 34866 |
| TRP Value | AT COST | 23548 | 27483 |
| TRP Equity Income | AT COST | 27826 | 31887 |
| Franklin Growth | AT COST | 62505 | 67961 |
| TRP MD Tax-Free Bond Fund | AT COST | 35086 | 36846 |
| Oppenheimer Dev Markets | AT COST | 57155 | 64686 |
| MFS Value Class A | AT COST | 64649 | 73776 |
| Hussman Stragetic Growth | AT COST | 26094 | 22729 |
| Akre Focus Fund Retail | AT COST | 82180 | 104962 |
| Templeton Global Fund | AT COST | 40959 | 42973 |
| PIMCO Real Return Fd | AT COST | 61046 | 67861 |
| Fidelity Advisor Strategic Income Fd | AT COST | 51092 | 53123 |
| Delaware Diversified Income Fd | AT COST | 134690 | 135278 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | Category |
| Amount | $4,721 | Amount |
| Net Investment Income | 4721 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Foreign Taxes | $114 | 114 |
| 2012 Estimated Payments | $700 |
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