CHARLES C BAUM FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES C BAUM FOUNDATION INC (EIN 52-1342909)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-07-11
- IRS object ID
- 201331929349100308
- Schema version
- 2011v1.5
- 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
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-11T13:33:46-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | 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 | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521342909 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES C BAUM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 4105669200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 WILKENS AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21223 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES BAUM | Name |
| Title | PRESIDENT | Title |
| Phone | 4105669200 | Phone |
| Date Signed | 2013-07-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES H BROWN III | Name |
| PTIN | P00117423 | PTIN |
| Phone | 4107275735 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 702432 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 16846 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12041 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12041 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 28889 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12043 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 58 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 58 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 808 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 58 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 54349 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 54349 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 55157 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 58 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 54349 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -26268 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11985 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2682 | CashBOY |
| Cash EOY | 4445 | CashEOY |
| Cash EOYFMV | 4445 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 59746 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14814 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14814 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 282082 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 298983 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 683173 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 344510 | TotalAssetsBOY |
| Total Assets EOY | 318242 | TotalAssetsEOY |
| Total Assets EOYFMV | 702432 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 178011 | CapitalStockBOY |
| Capital Stock EOY | 178011 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 166499 | RetainedEarningsBOY |
| Retained Earnings EOY | 140231 | RetainedEarningsEOY |
| Total Net Assets BOY | 344510 | TotalNetAssetsBOY |
| Total Net Assets EOY | 318242 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 344510 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 318242 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 344510 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -26268 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 318242 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 318242 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12076 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 512278 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.023573 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 89467 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 455716 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.196322 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 28491 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 436089 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.065333 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13691 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 495873 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.027610 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 33804 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 481169 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.070254 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.383092 | TotalDistributionRatio |
| Average Distribution Ratio | 0.076618 | AverageDistributionRatio |
| Net Noncharitable Assets | 621564 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 47623 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 120 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 47743 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 54349 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 120 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 120 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 120 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 750 | TaxPaidWithExtension |
| Total Credits And Payments | 750 | TotalCreditsAndPayments |
| Overpayment | 630 | Overpayment |
| Amount Credited To Next Year | 630 | 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 | CHARLES C BAUM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4105669200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 WILKENS AVE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHARLES C BAUM | ||||||||
| 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| SYLVIA BEREN | ||||||||
| 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | SECRETARY | 0.50 | 0 | 0 | 0 |
| JOHN E BAUM | ||||||||
| 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | TREASURER | 0.50 | 0 | 0 | 0 |
| PATRICIA BAUM | ||||||||
| 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | 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 | 627277 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3752 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 631029 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 631029 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9465 | CashDeemedCharitable |
| Net Noncharitable Assets | 621564 | NetNoncharitableAssets |
| Minimum Investment Return | 31078 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31078 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 120 | TaxBasedOnInvestmentIncome |
| Total Tax | 120 | TotalTax |
| Distributable Amount Before Adj | 30958 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 30958 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 30958 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 54349 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 54349 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 120 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 54229 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 30958 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 11482 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 7081 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 67179 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 85742 | TotalExcessDistriCarryover |
| Qualifying Distributions | 54349 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 30958 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23391 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 109133 | 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 | 11482 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 97651 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 7081 | ExcessFromYear3 |
| Excess From Year2 | 67179 | ExcessFromYear2 |
| Excess From Current Year | 23391 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES C BAUM | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CHARLES C BAUM | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 WILKINS AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4105669200 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORMS OR MATERIALS REQUIRED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PUBLIC | UNRESTRICTED | $25 |
| BETH AM | |||||||
| 2501 EUTAW PL | BALTIMORE | MD | 21217 | N/A | PUBLIC | UNRESTRICTED | $2,947 |
| CANCER RESEARCH AND TREATMENT CENTER | |||||||
| 162 WEST 54TH STREET | NEW YORK | NY | 10019 | N/A | PUBLIC | UNRESTRICTED | $200 |
| CENTER STAGE | |||||||
| 700 N CALVERT STREET | BALTIMORE | MD | 21202 | N/A | PUBLIC | UNRESTRICTED | $500 |
| CENTRAL ALABAMA COMMUNITY FOUNDATION | |||||||
| 434 N MCDONOUGH ST | MONTGOMERY | AL | 36104 | N/A | PUBLIC | UNRESTRICTED | $500 |
| COASTAL HOSPICE AND PALATIVE CARE | |||||||
| 2604 OLD OCEAN CITY ROAD | SALISBURY | MD | 21802 | N/A | PUBLIC | UNRESTRICTED | $750 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | N/A | PUBLIC | UNRESTRICTED | $6,250 |
| ELIJAH CUMMINS YOUTH PROGRAM | |||||||
| 5750 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | N/A | PUBLIC | UNRESTRICTED | $1,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 EYE STREET NW | WASHINGTON | DC | 20052 | N/A | PUBLIC | UNRESTRICTED | $4,698 |
| GIRLS ON THE RUN RHODE ISLAND | |||||||
| PO BOX 597 | BARRINGTON | RI | 02806 | N/A | PUBLIC | UNRESTRICTED | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | N/A | PUBLIC | UNRESTRICTED | $250 |
| LEARNING INC | |||||||
| 1234 WEST 36TH STREET | BALTIMORE | MD | 21211 | N/A | PUBLIC | UNRESTRICTED | $200 |
| LIGHT HOUSE-HOMELESS PREVENTION SUPPORT CENTER | |||||||
| 206 WEST ST | ANNAPOLIS | MD | 21401 | N/A | PUBLIC | UNRESTRICTED | $2,432 |
| MARYLAND ART PLACE | |||||||
| 8 MARKET PL | BALTIMORE | MD | 21202 | N/A | PUBLIC | UNRESTRICTED | $2,378 |
| PARK SCHOOL | |||||||
| PO BOX 8200 | BROOKLANDVILLE | MD | 21022 | N/A | PUBLIC | UNRESTRICTED | $200 |
| PHI BETTA KAPPA SOCIETY | |||||||
| 1606 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC | UNRESTRICTED | $39 |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDAR ST | PRINCETON | NJ | 08540 | N/A | PUBLIC | UNRESTRICTED | $300 |
| SCALE | |||||||
| 5910 YORK ROAD | BALTIMORE | MD | 21218 | N/A | PUBLIC | UNRESTRICTED | $200 |
| SEED SCHOOL OF MD | |||||||
| 200 FONT HILL AVE | BALTIMORE | MD | 21223 | N/A | PUBLIC | UNRESTRICTED | $200 |
| TEACH FOR AMERICA | |||||||
| 2601 NORTH HOWARD ST SUITE 300 | BALTIMORE | MD | 21218 | N/A | PUBLIC | UNRESTRICTED | $250 |
| THE ASSOCIATED JEWISH CHARITIES | |||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | N/A | PUBLIC | UNRESTRICTED | $28,180 |
| THE KEY SCHOOL | |||||||
| 534 HILLSMERE DR | ANNAPOLIS | MD | 21403 | N/A | PUBLIC | UNRESTRICTED | $1,000 |
| THE WHEELER SCHOOL | |||||||
| 216 HOPE STREET | PROVIDENCE | RI | 02906 | N/A | PUBLIC | UNRESTRICTED | $200 |
| UNIVERSITY COTTAGE CLUB | |||||||
| 51 PROSECT AVE | PRINCETON | NJ | 08540 | N/A | PUBLIC | UNRESTRICTED | $350 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | N/A | PUBLIC | UNRESTRICTED | $200 |
| WILDERNESS LEADERSHIP AND LEARNING | |||||||
| 1758 PARK RD NW | WASHINGTON | DC | 20010 | N/A | PUBLIC | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 54349 | 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 | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,041 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $12,043 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12043 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | CHARLES BAUM | 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | 2690 | X | X |
| 2 | CHARLES BAUM | 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | 1149 | X | X |
| 3 | CHARLES BAUM | 2545 WILKENS AVENUE | BALTIMORE | MD | 21223 | 13007 | X | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 700SHS GENERAL ELECTRIC | 15967 | 2012-10-17 |
| 2 | 333SHS PROCTOR & GAMBLE | 23002 | 2012-10-17 |
| 3 | 200SHS FLOWSERVE | 26348 | 2012-10-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (19 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1000SHS AMGEN | 21637 | 88800 |
| 1000SHS EXXON | 44729 | 88140 |
| 10SHS CIBL INC | 214 | 8413 |
| 10SHS LICT CORP | 5931 | 22230 |
| 1200SHS MCDONALDS CORP | 2794 | 104448 |
| 13000SHS CROWN MEDIA | 91753 | 23790 |
| 200SHS FLOWSERVE CORP | 13007 | 27710 |
| 333SHS PROCTOR & GAMBLE | 1149 | 23253 |
| 4000SHS CITIGROUP INC | 16336 | 13828 |
| 400SHS COLGATE PALMOLIVE | 779 | 43400 |
| 400SHS JOHNSON & JOHNSON | 4472 | 27892 |
| 400SHS QUALCOMM | 160 | 25448 |
| 500SHS COCA COLA | 723 | 37920 |
| 600SHS BERKSHIRE HATHWAY | 36200 | 52848 |
| 700SHS GENERAL ELECTRIC | 2690 | 14791 |
| 800SHS THE HERSHEY COMPANY | 46752 | 58616 |
| KEELEY MID-CAP | 6169 | 6372 |
| KEELEY SMALL CAP VALUE FUND | 3488 | 15084 |
| 1000SHS MORGAN GROUP HOLDING | 0 | 190 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK/WIRE FEES | Description |
| Revenue And Expenses Per Books | 58 | RevenueAndExpensesPerBooks |
| Net Investment Income | 58 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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