THE DRESHER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE DRESHER FOUNDATION INC (EIN 52-1610465)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201323199349101652
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T13:05:12-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521231901 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1 |
| City | OWINGS MILLS | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521610465 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DRESHER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DRES | NameControl |
| Phone | 4109319050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 CAMPBELL BOULEVARD NO 110 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21236 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSH DRESHER | Name |
| Title | TREASURER | Title |
| Phone | 4109319050 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SIMPSON H GARDYN CPA | Name |
| PTIN | P01252146 | PTIN |
| Phone | 4103565900 | 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 | 50438383 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
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 | 18158 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 18158 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 896096 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 896096 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1858852 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11529579 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1858852 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 335264 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 335264 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3108370 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3108370 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 151000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 151000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 15180 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 15180 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 36281 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 26000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 11281 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3217 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 3217 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 119806 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 55881 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 9203 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 19579 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 9789 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 9790 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3278 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3278 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 315659 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 298050 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 16413 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 664001 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 389720 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 219362 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1913260 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1913260 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2577261 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 389720 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2132622 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 531109 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2718650 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -17522 | CashBOY |
| Cash EOY | 343539 | CashEOY |
| Cash EOYFMV | 343539 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 9104086 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11980428 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11980428 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 8851 | AccountsReceivable |
| Accounts Receivable EOY | 8851 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 8851 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 9734 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 5750 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 5750 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 4989227 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5011942 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6282823 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 11675011 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 6841412 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 8919133 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 18571972 | InvestmentsOtherBOY |
| Investments Other EOY | 20686879 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 22897859 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 44332508 | TotalAssetsBOY |
| Total Assets EOY | 44878801 | TotalAssetsEOY |
| Total Assets EOYFMV | 50438383 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 15184 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15184 | 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 | 44332508 | RetainedEarningsBOY |
| Retained Earnings EOY | 44863617 | RetainedEarningsEOY |
| Total Net Assets BOY | 44332508 | TotalNetAssetsBOY |
| Total Net Assets EOY | 44863617 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 44332508 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 44878801 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 44332508 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 531109 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 44863617 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 44863617 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 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 |
|---|---|---|---|---|---|---|---|
| GLOBAL FUNDAMENTAL SUB-FUND | P | 2011-01-01 | 2012-12-31 | 6097 | 4897 | 1200 | 1200 |
| GLOBAL EQ LONG SHORT | P | 2011-01-01 | 2012-12-31 | 1049752 | 756505 | 293247 | 293247 |
| 32654-CORP FIXED INCOME | P | 2012-01-01 | 2012-12-31 | 1589828 | 1577118 | 12710 | 12710 |
| 32654-CORP FIXED INCOME | P | 2011-01-01 | 2012-12-31 | 3422008 | 3273284 | 148724 | 148724 |
| 21801-PCM CORE | P | 2012-01-01 | 2012-12-31 | 263 | 263 | 263 | |
| 15621-YIELD | P | 2011-01-01 | 2012-12-31 | 388858 | 400000 | -11142 | -11142 |
| 15621-YIELD | P | 2012-01-01 | 2012-12-31 | 17260 | -17260 | -17260 | |
| 15621-YIELD | P | 2011-01-01 | 2012-12-31 | 25890 | -25890 | -25890 | |
| KINDER MORGAN MGMT | P | 2011-01-01 | 2012-12-31 | 99 | 99 | 99 | |
| SANDRIDGE MISS TRUST | P | 2012-01-01 | 2012-12-31 | 59019 | 67922 | -8903 | -8903 |
| SANDRIDGE MISS TRUST | P | 2011-01-01 | 2012-12-31 | 144257 | 133329 | 10928 | 10928 |
| CHESAPEAKE GRANITE WASH | P | 2012-01-01 | 2012-12-31 | 324104 | 273923 | 50181 | 50181 |
| 33308-LCG CONC | P | 2012-01-01 | 2012-12-31 | 57043 | 65210 | -8167 | -8167 |
| 33308-LCG CONC | P | 2011-01-01 | 2012-12-31 | 216893 | 167750 | 49143 | 49143 |
| 33308-LCG CONC | P | 2011-01-01 | 2012-12-31 | 79644 | 83842 | -4198 | -4198 |
| 25081 - LC CONC VALUE | P | 2012-01-01 | 2012-12-31 | 1626589 | 1538710 | 87879 | 87879 |
| 25081 - LC CONC VALUE | P | 2011-01-01 | 2012-12-31 | 96177 | 95714 | 463 | 463 |
| 25081 - LC CONC VALUE | P | 2011-01-01 | 2012-12-31 | 668088 | 602914 | 65174 | 65174 |
| 15621-YIELD | P | 2011-01-01 | 2012-12-31 | 453593 | 465078 | -11485 | -11485 |
| S/T LOSS FROM PASSTHROUGHS | P | 2012-01-01 | 2012-12-31 | 121381 | -121381 | -121381 | |
| L/T GAIN FROM PASSTHROUGHS | P | 2011-01-01 | 2012-12-31 | 1327647 | 1327647 | 1327647 | |
| 1231 GAIN FROM PASSTHROUGHS | P | 2011-01-01 | 2012-12-31 | 19620 | 19620 | 19620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1858852 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2411396 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 46166791 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052232 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2445619 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 48112951 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050831 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2168860 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 49463050 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043848 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3032914 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 55609807 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054539 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3150548 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 59098353 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053310 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.254760 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050952 | AverageDistributionRatio |
| Net Noncharitable Assets | 45739508 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2330519 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 27187 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2357706 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2132622 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 54373 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 54373 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 54373 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 39385 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 39385 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 196 | PenaltyForUnderpayment |
| Tax Due | 15184 | TaxDue |
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 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| 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 | WWW.DRESHERFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | ELEMENTRIX CORP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4109330384 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 CAMPBELL BLVD 110 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign 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 |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA M DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | SECRETARY | 1.00 | 0 | 0 | 0 |
| JEANNE D BUTCHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JAMES T DRESHER JR | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| PATRICIA K DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JEFFREY M DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| ANTHONY J MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JAMES R BUTCHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MICHAEL A MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| MELANIE ROBINSON | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JOSH DRESHER | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TREASURER | 1.00 | 0 | 0 | 0 |
| SUSAN ROARTY | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MARCIE MICHAEL | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| ROBIN PLATTS | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | EXECUTIVE DIRECTOR | 40.00 | 151000 | 15180 | 0 |
| VIRGINIA MEOLI | ||||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEMENTRIX CORP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 CAMPBELL BLVD SUITE 110 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT MANAGEMENT | TypeOfService |
| Compensation | 61445 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 6003833 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10166122 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 30266094 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 46436049 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 46436049 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 696541 | CashDeemedCharitable |
| Net Noncharitable Assets | 45739508 | NetNoncharitableAssets |
| Minimum Investment Return | 2286975 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2286975 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 54373 | TaxBasedOnInvestmentIncome |
| Total Tax | 54373 | TotalTax |
| Distributable Amount Before Adj | 2232602 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2232602 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2232602 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2132622 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2132622 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2132622 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2232602 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1881313 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2132622 | QualifyingDistributions |
| Applied To Year1 | 1881313 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 251309 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 1981293 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGINIA M DRESHER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (100 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| THE AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| AMERICAN RED CROSS CHESAPEAKE REGION | ||||||
| 4800 MT HOPE DRIVE | BALTIMORE | MD | 21215 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| ANGELS OF THE OR INC | ||||||
| PO BOX 425 | HAMPSTEAD | MD | 21074 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| ARC OF THE NORTHERN CHESAPEAKE REGION | ||||||
| 4513 PHILADELPHIA ROAD | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $63,060 | |
| ARROW CHILD AND FAMILY MINISTRIES | ||||||
| 2929 FM 2920 | SPRING | TX | 77388 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| BALTIMORE CITY FOUNDATION | ||||||
| 10 NORTH CALVERT STREET SUITE 915 | BALTIMORE | MD | 21202 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $100,000 | |
| BALTIMORE RESCUE MISSION | ||||||
| PO BOX 735 | BALTIMORE | MD | 21203 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| BEL AIR INDEPENDENCE DAY COMMITTEE | ||||||
| PO BOX 724 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| BEL AIR UNITED METHODIST CHURCH | ||||||
| 21 LINVVOOD AVENUE | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $6,500 | |
| THE BLACK & GOLD FOUNDATION | ||||||
| PO BOX 743 | ABINGDON | MD | 21009 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| BOYS & GIRLS CLUB OF HARFORD COUNTY | ||||||
| 100 EBEL AIR AVENUE | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |
| CAROLINE FRIESS CENTER INC | ||||||
| 900 SOMERSET STREET | BALTIMORE | MD | 21202 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| CASA OF BALTIMORE COUNTY INC | ||||||
| 305 W CHESAPEAKE AVE SUITE 117 | TOWSON | MD | 21204 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| CENTER FOR THE ARTS INC | ||||||
| 17 TUDOR LANE | BEL AIR | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $17,500 | |
| CHESAPEAKE CENTER FOR YOUTH DEVELOPMENT | ||||||
| 301 EAST PATAPSCO AVENUE | BALTIMORE | MD | 21225 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION | ||||||
| 2501 WEST COTA DRIVE | BLOOMINGTON | IN | 47403 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| CHIMES FOUNDATION | ||||||
| 4815 SETON DRIVE | BALTIMORE | MD | 21215 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| COMMUNITY CHRISTIAN CHURCH | ||||||
| 8094 SANDPIPER CIRCLE | NOTTINGHAM | MD | 21236 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| COMMUNITY COLLEGE OF BALTIMORE COUNTY FOUNDATION | ||||||
| 7200 SOLLERS POINT ROAD | BALTIMORE | MD | 21222 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| COMMUNITY FOUNDATION OF HARFORD COUNTY | ||||||
| PO BOX 612 124 N MAIN STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $24,500 | |
| CHARLIE RILEY COMMUNITY SERVICE SCHOLARSHIP FOUNDATION | ||||||
| 602 PORTSMOUTH COURT | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $500 | |
| CREATIVE ALLIANCE AT THE PATTERSON | ||||||
| 3134 EASTERN AVENUE | BALTIMORE | MD | 21224 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| DELAWARE BREAST CANCER COALITION INC | ||||||
| 165 COMMERCE WAY SUITE 2 | DOVER | DE | 19904 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| DEL-MAR-VA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 100 W 10TH STREET SUITE 915 | WILMINGTON | DE | 19801 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| FAITH COMMUNITIES & CIVIC AGENCIES UNITED INC | ||||||
| PO BOX 274 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,200 | |
| FATHER MARTIN'S ASHLEY | ||||||
| 800 TYDINGS LANE | HAVRE DE GRACE | MD | 21078 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $7,500 | |
| THE FRANCISCAN CENTER | ||||||
| 101 W 23 STREET | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| FUEL FUND OF MARYLAND | ||||||
| 305 W CHESAPEAKE AVE SUITE 115 | TOWSON | MD | 21204 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| GEDCO | ||||||
| 1010 EAST 33RD STREET | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| THE GLENN L MARTIN MARYLAND AVIATION MUSEUM | ||||||
| PO BOX 5024 | MIDDLE RIVER | MD | 21220 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |
| GREATER EXCELLENCE IN EDUCATION FOUNDATION | ||||||
| P O BOX 824 | EDGEWOOD | MD | 21040 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $19,000 | |
| GUIDE DOG FOUNDATION INC | ||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 117872976 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| HARFORD BALLET COMPANY | ||||||
| 701 WHITAKER MILL RD | JOPPA | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $500 | |
| HARFORD CHORAL SOCIETY INC | ||||||
| PO BOX 541 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| HARFORD COMMUNITY COLLEGE FOUNDATION INC | ||||||
| 401 THOMAS RUN ROAD | BEL AIR | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $45,000 | |
| HARFORD COUNTY GOVERNMENT | ||||||
| 220 SOUTH MAIN STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| HARFORD COUNTY PUBLIC SCHOOLS | ||||||
| 102 SOUTH HICKORY AVENUE | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| HARFORD COUNTY SHERIFF'S OFFICE FOUNDATION | ||||||
| 45 SOUTH MAIN STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $500 | |
| HARFORD DAY SCHOOL | ||||||
| 715 MOORES MILL ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $7,000 | |
| HARFORD FAMILY HOUSE | ||||||
| 53 E BEL AIR AVENUE SUITE 3 | ABERDEEN | MD | 210013796 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $140,000 | |
| HARFORD GYMNASTICS PARENTS ORGANIZATION | ||||||
| 701 WHITAKER MILL ROAD | JOPPA | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| HARFORD UNITED CHARITIES INC | ||||||
| 25 WEST COURTLAND STREET | BEL AIR | MD | 210143749 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| THE HEARING AND SPEECH AGENCY | ||||||
| 5900 METRO DRIVE | BALTIMORE | MD | 21215 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| HEROES HELPING HEROES INC | ||||||
| PO BOX 38652 | BALTIMORE | MD | 21231 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |
| HIGHER ACHIEVEMENT BALTIMORE | ||||||
| 1500 UNION AVENUE SUITE 2600 | BALTIMORE | MD | 21211 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $500 | |
| THE HISTORICAL SOCIETY OF HARFORD COUNTY | ||||||
| 143 N MAIN STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | |
| HOMESTEAD UNITED PRESBYTERIAN CHURCH | ||||||
| 908 ANN STREET | HOMESTEAD | PA | 15120 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |
| THE HUMANE SOCIETY OF HARFORD COUNTY | ||||||
| 2208 CONNOLLY ROAD | FALLSTON | MD | 21047 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | |
| INNER COUNTY OUTREACH | ||||||
| 529 EDMUND STREET | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| INTERFAITH SERVICE COALITION | ||||||
| 116 WEST HIGH STREET | HANCOCK | MD | 21750 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| JOHN ARCHER SCHOOL | ||||||
| 100 THOMAS RUN ROAD | BEL AIR | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| JOHN CARROLL SCHOOL | ||||||
| 703 E CHURCHVILLE ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $8,000 | |
| JOHNS HOPKINS FUND FOR MEDICINE | ||||||
| 750 EAST PRATT STREET 17TH FLOOR | BALTIMORE | MD | 21202 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| JOHNS HOPKINS HEART & VASCULAR INSTITUTE | ||||||
| 600 NORTH WOLFE STREET BLALOCK 536 | BALTIMORE | MD | 21287 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $150,000 | |
| JOHNS HOPKINS KIMMEL CANCER CENTER ONE CHARLES CENTER | ||||||
| 100 N CHARLES STREET SUITE 234 | BALTIMORE | MD | 21201 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $500 | |
| JOSEPH RICHEY HOSPICE | ||||||
| 838 NORTH EUTAW STREET | BALTIMORE | MD | 212014686 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $12,000 | |
| KENNEDY KRIEGER INSTITUTE | ||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| LADEW TOPIARY GARDENS | ||||||
| 3535 JARRETTSVILLE PIKE | MONKTON | MD | 21111 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |
| LASOS INC LINKING ALL SO OTHERS SUCCEED | ||||||
| 31 W COURTLAND STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $60,000 | |
| LEWES CHURCH OF CHRIST | ||||||
| 15183 COASTAL HIGHWAY | MILTON | DE | 19968 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| MARCH OF DIMES | ||||||
| 175 WEST OSTEND STREET SUITE C-2 | BALTIMORE | MD | 21230 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| MARIAN HOUSE 949 | ||||||
| 949 GORSUCH AVENUE | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $40,000 | |
| MARYLAND CONSERVATORY OF MUSIC | ||||||
| 701 CHURCHVILLE ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $6,500 | |
| MARYLAND FOOD BANK | ||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| MARYLAND FOSTER YOUTH RESOURCE CENTER | ||||||
| 2530 N CHARLES STREET SUITE 304 | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| THE MARYLAND FOUNDATION OF DENTISTRY FOR THE HANDICAPPED | ||||||
| 6410 DOBBIN ROAD SUITE F | COLUMBIA | MD | 21045 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| MASON-DIXON COMMUNITY SERVICES | ||||||
| 708 HIGHLAND ROAD P O BOX 34 | STREET | MD | 21154 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $11,000 | |
| MEALS ON WHEELS OF CENTRAL MD INC - HARFORD COUNTY | ||||||
| 515 S HAVEN STREET | BALTIMORE | MD | 21224 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $22,500 | |
| MISSION OF MERCY | ||||||
| 22 S MARKET STREET | FREDERICK | MD | 21701 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| MISSION TO NORTH AMERICA | ||||||
| 1700 N BROWN ROAD SUITE 101 | LAWRENCEVILLE | GA | 300438143 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $12,500 | |
| MOUNTAIN CHRISTIAN CHURCH - TABITHA'S HOUSE | ||||||
| 1824 MOUNTAIN ROAD | JOPPA | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| MOUNTAIN CHRISTIAN SCHOOL - PTF | ||||||
| 1824 MOUNTAIN ROAD | JOPPA | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| MOUNTAIN CHRISTIAN SCHOOL | ||||||
| 1824 MOUNTAIN ROAD | JOPPA | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $101,000 | |
| MOVEABLE FEAST | ||||||
| PO BOX 2298 | BALTIMORE | MD | 21203 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| NEW COVENANT CHRISTIAN SCHOOL | ||||||
| 128 ST MARYS CHURCH ROAD | ABINGDON | MD | 21009 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| OPERATION SECOND CHANCE INC | ||||||
| PO BOX 461 | CLARKSBURG | MD | 20871 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| PATTISON'S ACADEMY | ||||||
| 2383 HWY 41 SUITE 101 | MT PLEASANT | SC | 29466 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| RADIO READING NETWORK | ||||||
| 3501 TAYLOR AVENUE | BALTIMORE | MD | 21236 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |
| REHOBOTH BEACH BOYS AND GIRLS CLUB | ||||||
| 19285 HOLLAND GLADE ROAD | REHOBOTH BEACH | DE | 19971 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $6,000 | |
| ROB'S BARBERSHOP COMMUNITY FOUNDATION | ||||||
| 2005 TEA ISLAND COURT | ODENTON | MD | 21113 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| THE SALVATION ARMY | ||||||
| 814 LIGHT STREET | BALTIMORE | MD | 21230 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $35,000 | |
| SARC INC | ||||||
| PO BOX 1207 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| THE SHEPHERD'S CLINIC | ||||||
| 2800 KIRK AVENUE | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| SPECIAL OLYMPICS MARYLAND | ||||||
| 3701 COMMERCE DRIVE 103 | BALTIMORE | MD | 21227 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $500 | |
| ST MARY'S OUTREACH CENTER | ||||||
| 3900 ROLAND AVENUE | BALTIMORE | MD | 21211 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| ST VINCENT DE PAUL OF BALTIMORE | ||||||
| 2305 N CHARLES STREET 300 | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $17,300 | |
| STRENGTHENING THE MID ATLANTIC REGION FOR TOMORROW | ||||||
| 865 EASTON ROAD | WARRINGTON | PA | 18976 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,000 | |
| SUSANNA WESLEY HOUSE | ||||||
| 609 PARK AVENUE | BALTIMORE | MD | 21201 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $23,700 | |
| SUSQUEHANNA MUSEUM AT THE LOCK HOUSE | ||||||
| 817 CONESTO STREET | HAVRE DE GRACE | MD | 21078 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |
| SUSSEX FAMILY YMCA | ||||||
| 20080 CHURCH STREET | REHOBOTH BEACH | DE | 19971 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| TALMAR GARDENS | ||||||
| 1994 CROMWELL BRIDGE ROAD | BALTIMORE | MD | 21234 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| THERAPEUTIC ALTERNATIVES OF MARYLAND | ||||||
| 1994 CROMWELL BRIDGE ROAD | BALTIMORE | MD | 21234 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | |
| UNITED MINISTRIES INC | ||||||
| 1400 E LOMBARD STREET | BALTIMORE | MD | 21231 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| UPPER CHESAPEAKE HEALTH FOUNDATION | ||||||
| 520 UPPER CHESAPEAKE DRIVE SUITE | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $205,000 | 405 |
| VILLAGE AT LAKEVIEW | ||||||
| 833 FISHERMAN LANE | EDGEWOOD | MD | 21040 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| THE WILSON MINISTRY CENTER | ||||||
| 1024 MAIN STREET | DARLINGTON | MD | 21034 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| WILLIAM E PROUDFORD SICKLE CELL FUND INC | ||||||
| PO BOX 42411 | BALTIMORE | MD | 212842411 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $500 | |
| YOUNG AUDIENCES OF MARYLAND | ||||||
| 2601 NORTH HOWARD STREET SUITE 320 | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| YOUNG LIFE CAPERNAUM | ||||||
| P O BOX 353 | TIMONIUM | MD | 21094 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $26,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1913260 | 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 | $18,158 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $896,096 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $335,264 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,858,852 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,108,370 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3108370 | 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 | GORFINE, SCHILLER & GARDYN, P.A. | Category |
| Amount | $36,281 | Amount |
| Net Investment Income | 26000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 11281 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 6841412 | EOYBookValue |
| EOYFMV | 8919133 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 5011942 | EOYBookValue |
| EOYFMV | 6282823 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 20686879 | BookValue |
| EOYFMV | 22897859 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSE | 4826 | 2413 | 2413 |
| INVESTMENT MANAGEMENT FEE | 291712 | 291712 | 0 |
| MISCELLANEOUS | 2602 | 1301 | 1301 |
| INSURANCE | 2154 | 1077 | 1077 |
| TELEPHONE | 3094 | 1547 | 1547 |
| DUES & SUBSCRIPTIONS | 10007 | 0 | 10007 |
| NON DEDUCTIBLE EXPENSES | 1000 | 0 | 0 |
| PASSTHROUGH CONTRIBUTIONS | 68 | 0 | 68 |
| PENALTIES | 196 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ROYALTY INCOME | 32980 | 32980 | 32980 |
| PASSTHROUGH INCOME FROM K-1'S | 194889 | 194889 | 194889 |
| OTHER INCOME FROM K-1'S | 107395 | 107395 | 107395 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAXES PAYABLE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 15184 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | Category |
| Amount | $3,217 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3217 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $4,635 | 4635 | 0 |
| PAYROLL TAXES | $9,203 | 0 | 9203 |
| RECLAIMABLE TAX | $18 | 18 | 0 |
| FOREIGN TAXES PAID THROUGH PASSTHROUGH | $51,228 | 51228 | 0 |
| EXCISE TAXES | $54,722 | 0 | 0 |
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