The Kirk Family Foundation: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- The Kirk Family Foundation (EIN 52-2358200)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349100314
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T09:08:19-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521158459 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERTZBACH & COMPANY PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 RED BROOK BLVD SUITE 300 | 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 | 522358200 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KIRK FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KIRK | NameControl |
| Phone | 4103632300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 477 | AddressLine1 |
| City | ELLICOTT CITY | City |
| State | MD | State |
| ZIP Code | 210410477 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD H KIRK JR | Name |
| Title | OFFICER | Title |
| Phone | 4103632300 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN W OLINER | Name |
| PTIN | P00075590 | PTIN |
| Phone | 4103633200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 1140351 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 200000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 91 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 91 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 28945 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 28945 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 27605 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 306369 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 27605 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 35 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 35 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 256676 | TotalRevenueAndExpenses |
| Total Net Investment Income | 56676 | 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 | 4060 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4060 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 12818 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12818 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 87 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 87 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16968 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12908 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4060 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 165100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 165100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 182068 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12908 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 169160 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 74608 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 43768 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 216055 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 82467 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 82467 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 307841 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 351305 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 431017 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 438065 | InvestmentsOtherBOY |
| Investments Other EOY | 606177 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 626867 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 961961 | TotalAssetsBOY |
| Total Assets EOY | 1039949 | TotalAssetsEOY |
| Total Assets EOYFMV | 1140351 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 961961 | UnrestrictedBOY |
| Unrestricted EOY | 1039949 | UnrestrictedEOY |
| Total Net Assets BOY | 961961 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1039949 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 961961 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1039949 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 961961 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 74608 | ExcessOfRevenueOverExpenses |
| Other Increases | 3380 | OtherIncreases |
| Subtotal | 1039949 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1039949 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SECURITIES - ROCHDALE INVESTMENT | P | 306168 | 278764 | 27404 | 27404 |
| BROOKFIELD INFRASTRUCTURE PARTNERS, L.P. | P | 16 | 16 | 16 | |
| CAPITAL GAINS DIVIDENDS | P | 185 | 185 | 185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 27605 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 179529 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1138777 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.157651 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 239550 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1114757 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.214890 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 259125 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1002280 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.258536 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 166911 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1148449 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.145336 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 118599 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1196375 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.099132 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.875545 | TotalDistributionRatio |
| Average Distribution Ratio | 0.175109 | AverageDistributionRatio |
| Net Noncharitable Assets | 943147 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 165154 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 438 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 165592 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 169160 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 438 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 438 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 438 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 144 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 144 | TotalCreditsAndPayments |
| Tax Due | 294 | 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 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4103632300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3745 DORSEY SEARCH CIRCLE | AddressLine1 |
| City | ELLICOTT CITY | City |
| State | MD | State |
| ZIP Code | 21042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DONALD H KIRK JR | ||||||||
| 3745 DORSEY SEARCH CIRCLE | ELLICOTT CITY | MD | 21042 | PRESIDENT & TREASURER | 5.00 | 0 | 0 | 0 |
| PATRICIA M KIRK | ||||||||
| 3745 DORSEY SEARCH CIRCLE | ELLICOTT CITY | MD | 21042 | VICE PRESIDENT & SECRETARY | 5.00 | 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 |
| 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 | 823932 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 133578 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 957510 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 957510 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14363 | CashDeemedCharitable |
| Net Noncharitable Assets | 943147 | NetNoncharitableAssets |
| Minimum Investment Return | 47157 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 47157 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 438 | TaxBasedOnInvestmentIncome |
| Total Tax | 438 | TotalTax |
| Distributable Amount Before Adj | 46719 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 46719 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 46719 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 169160 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 169160 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 438 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 168722 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 46719 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 63163 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 109755 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 209181 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 184014 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 122867 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 688980 | TotalExcessDistriCarryover |
| Qualifying Distributions | 169160 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 46719 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 122441 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 811421 | 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 | 63163 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 748258 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 109755 | ExcessFromYear4 |
| Excess From Year3 | 209181 | ExcessFromYear3 |
| Excess From Year2 | 184014 | ExcessFromYear2 |
| Excess From Year1 | 122867 | ExcessFromYear1 |
| Excess From Current Year | 122441 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD H KIRK JR | ContributingManager |
| Contributing Manager | PATRICIA M KIRK | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CAL RIPKEN SR FOUNDATION | |||||||
| 1427 CLARKVIEW RD SUITE 100 | BALTIMORE | MD | 21209 | NONE | 509(A)(1) | TO HELP DISADVANTAGED YOUTH USING BASEBALL PROGRAMS | $15,000 |
| GILCHRIST HOSPICE CARE | |||||||
| 5537 TWIN KNOLLS ROAD SUITE 433 | COLUMBIA | MD | 21045 | NONE | 509(A)(1) | TO PROVIDE THE FINEST IN END OF LIFE CARE | $1,000 |
| JOHNS HOPKINS KIMMEL CANCER CENTER | |||||||
| 401 NORTH BROADWAY | BALTIMORE | MD | 21287 | NONE | 509(A)(1) | TO PROVIDE SUPPORT FOR THE KIMMEL CANCER CENTER PEDIATRIC ONCOLOGY RESEARCH | $102,500 |
| KENNEDY KRIEGER INSTITUTE | |||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | NONE | 509(A)(1) | TO IMPROVE THE LIVES OF KIDS WITH PEDIATRIC DEVELOPMENT | $5,000 |
| THE FAMILY TREE | |||||||
| 2108 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | 509(A)(1) | TO PROVIDE SERVICES TO BREAK THE CYCLE OF ABUSE | $38,000 |
| MERCY MEDICAL CENTER | |||||||
| 345 ST PAUL PLACE | BALTIMORE | MD | 21202 | NONE | 509(A)(1) | TO PROVIDE SUPPORT FOR THE BREAST CANCER CENTER | $2,000 |
| WATERFOWL FESTIVAL | |||||||
| 40 S HARRISON STREET | EASTON | MD | 21601 | NONE | 509(A)(1) | TO SUPPORT WATERFOWL HABITAT AND WILDLIFE CONSERVATION | $350 |
| TILGHMAN WATERMEN'S MUSEUM | |||||||
| PO BOX 344 | TILGHMAN | MD | 21671 | NONE | 509(A)(1) | TO ASSIST WITH RENOVATIONS | $250 |
| SHEPPARD PRATT | |||||||
| 6501 N CHARLES STREET | BALTIMORE | MD | 21285 | NONE | 509(A)(1) | TO SUPPORT THE FORBUSH SCHOOL PROVIDING SPECIAL EDUCATION SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 165100 | 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 | $91 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $28,945 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $35 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $27,605 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $56,676 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 56676 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DONALD H KIRK JR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3745 DORSEY SEARCH CIRCLE | AddressLine1 |
| City | ELLICOTT CITY | City |
| State | MD | State |
| ZIP Code | 21042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 200000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $4,060 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4060 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | ATTACHMENT TO FORM 990-PF PAGE 2 PART II LINE 10B | ReturnReference |
| Explanation | THE BOOK VALUE OF THE SECURITIES HELD AT THE END OF THE YEAR ARE LISTED AT COST. | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (78 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 410 SHS VERIZON COMMUNICATIONS INC COM | 12794 | 17741 |
| 367 SHS NORTHEAST UTILS COM | 9902 | 14342 |
| 330 SHS CINCINNATI FINL CORP COM | 9734 | 12923 |
| 150 SHS PHILIP MORRIS INTL INC COM | 7208 | 12546 |
| 340 SHS UIL HLDG CORP COM | 9954 | 12175 |
| 250 SHS TRANSCANADA CORP COM | 7709 | 11830 |
| 380 SHS SPECTRA ENERGY CORP COM | 7267 | 10404 |
| 220 SHS EPR PPTYS COM SH BEN INT | 7436 | 10144 |
| 290 SHS AT&T INC COM | 7801 | 9776 |
| 310 SHS ALTRIA GROUP INC COM | 6271 | 9746 |
| 320 SHS VECTREN CORP COM | 7465 | 9408 |
| 260 SHS ATMOS ENERGY CORP COM | 7474 | 9131 |
| 570 SHS CONSOLIDATED COMM HLDGS INC COM | 9646 | 9069 |
| 290 SHS NATIONAL RETAIL PPTYS INC COM | 6903 | 9048 |
| 250 SHS LIBERTY PPTY TR SH BEN INT | 7103 | 8948 |
| 200 SHS DR PEPPER SNAPPLE GROUP INC COM | 8776 | 8836 |
| 193 SHS KRAFT FOODS GROUP INC COM | 7054 | 8776 |
| 130 SHS HEALTH CARE REIT INC COM | 5692 | 7968 |
| 240 SHS BRISTOL-MYERS SQUIBB CO COM | 6139 | 7822 |
| 121 SHS DUKE ENERGY CORP NEW COM NEW | 5299 | 7720 |
| 320 SHS GOVERNMENT PPTYS INCOME TR COM SHS BEN INT | 7387 | 7670 |
| 180 SHS FIRSTENERGY CORP COM | 7669 | 7517 |
| 210 SHS LTC PPTYS INC COM | 5204 | 7390 |
| 140 SHS DOMINION RES INC VA NEW COM | 4870 | 7252 |
| 180 SHS INTL PAPER CO COM | 4016 | 7171 |
| 280 SHS MONDELEZ INTL INC CL A | 4892 | 7127 |
| 260 SHS XCEL ENERGY INC COM | 5150 | 6945 |
| 110 SHS ENSCO PLC SHS CLASS A | 4429 | 6521 |
| 250 SHS E M C CORP MASS COM | 4428 | 6325 |
| 423 SHS VECTOR GROUP LTD COM | 5258 | 6290 |
| 190 SHS PAYCHEX INC COM | 5933 | 5909 |
| 80 SHS AMPHENOL CORP NEW CL A | 3218 | 5176 |
| 130 SHS CENTURYLINK INC COM | 4116 | 5086 |
| 140 SHS WELLS FARGO & CO NEW COM | 4422 | 4785 |
| 60 SHS CELGENE CORP COM | 4482 | 4708 |
| 150 SHS JOHNSON CTLS INC COM | 4234 | 4601 |
| 50 SHS EXXON MOBIL CORP COM | 4456 | 4328 |
| 60 SHS SCHLUMBERGER LTD COM | 4314 | 4158 |
| 60 SHS PEPSICO INC COM | 3951 | 4106 |
| 120 SHS ORACLE CORP COM | 3249 | 3998 |
| 60 SHS ACCENTURE PLC IRELAND SHS CLASS A | 3235 | 3990 |
| 80 SHS DISNEY WALT CO COM DISNEY | 3059 | 3983 |
| 90 SHS JP MORGAN CHASE & CO COM | 3381 | 3957 |
| 40 SHS M&T BK CORP COM | 3651 | 3939 |
| 60 SHS CAPITAL ONE FINL CORP COM | 3512 | 3476 |
| 60 SHS COVIDIEN PLC SHS | 2935 | 3464 |
| 60 SHS AMERICAN EXPRESS CO COM | 3228 | 3449 |
| 70 SHS CVS CAREMARK CORPORATION COM | 2956 | 3385 |
| 40 SHS UNITED TECHNOLOGIES CORP COM | 3099 | 3280 |
| 60 SHS UNITEDHEALTH GROUP INC COM | 3343 | 3254 |
| 50 SHS HOME DEPOT INC COM | 2260 | 3093 |
| 50 SHS QUALCOMM INC COM | 2907 | 3093 |
| 20 SHS VISA INC COM CL A | 1674 | 3032 |
| 60 SHS DIRECTV COM | 2967 | 3010 |
| 80 SHS COMCAST CORP NEW CL A | 2164 | 2989 |
| 50 SHS INTUIT COM | 2897 | 2974 |
| 90 SHS METLIFE INC COM | 2900 | 2965 |
| 30 SHS COSTCO WHSL CORP NEW COM | 2506 | 2962 |
| 70 SHS MERCK & CO INC NEW COM | 3011 | 2866 |
| 4 SHS GOOGLE INC CL A | 2335 | 2830 |
| 40 SHS NATIONAL OILWELL VARCO INC COM | 1587 | 2734 |
| 40 SHS YUM BRANDS INC COM | 2836 | 2656 |
| 40 SHS ABBOTT LABS COM | 2227 | 2620 |
| 40 SHS THERMO FISHER SCIENTIFIC INC COM | 2215 | 2551 |
| 30 SHS ACE LTD SHS | 2355 | 2394 |
| 70 SHS BROADCOM CORP CL A | 2728 | 2325 |
| 40 SHS HEINZ H J CO COM | 2083 | 2307 |
| 30 SHS OCCIDENTAL PETE CORP DEL COM | 2899 | 2298 |
| 40 SHS CAMERON INTERNATIONAL CORP COM | 2129 | 2258 |
| 40 SHS BED BATH & BEYOND INC COM | 2509 | 2236 |
| 30 SHS TRAVELERS COMPANIES INC COM | 1806 | 2155 |
| 50 SHS CITIGROUP INC COM NEW | 1271 | 1978 |
| 30 SHS MEAD JOHNSON NUTRITION CO COM | 2208 | 1977 |
| 50 SHS LENNAR CORP CL A | 1246 | 1934 |
| 80 SHS DEVRY INC DEL COM | 4508 | 1898 |
| 20 SHS 3M CO COM | 1757 | 1857 |
| 20 SHS ALLERGAN INC COM | 1768 | 1835 |
| 3 SHS APPLE INC COM | 1848 | 1597 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 7,276.192 SHS ROCHDALE INVT TR INTER FXD INCM | AT COST | 189680 | 194711 |
| 2,375.431 SHS ROCHDALE INVT TR FXD INCM OPPTN | AT COST | 61335 | 64612 |
| 1,196.8878 SHS ROCHDALE INVT TR EMRGN MKTS PTF | AT COST | 35012 | 38671 |
| 560 SHS VANGUARD INDEX FDS MCAP VL IDXVIP | AT COST | 32203 | 32934 |
| 460 SHS VANGUARD INDEX FDS MCAP GR IDXVIP | AT COST | 31750 | 31547 |
| 495.884 SHS FEDERATED EQUITY FDS INTERCONTNTAL A | AT COST | 20228 | 24581 |
| 280 SHS BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | AT COST | 6948 | 9870 |
| 827 SHS ISHARES TR BARCLYS 1-3 YR CR | AT COST | 229021 | 229941 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PASSTHROUGH DEDUCTIONS - BROOKFIELD INFRASTRUCTURE PARTNERS, L.P. | Description |
| Revenue And Expenses Per Books | 3 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| OTHER PASSTHROUGH INCOME - BROOKFIELD INFRASTRUCTURE PARTNERS, L.P. | 9 | 9 | 9 |
| RIM SECURITIES | 26 | 26 | 26 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUST FOR STKS & MUT FD SALES PREV BOOKED AT FMV ON DATE OF GIFT | Description |
| Amount | $3,380 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RIM SECURITIES ADVISORY FEES | Category |
| Amount | $12,818 | Amount |
| Net Investment Income | 12818 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID - BROOKFIELD INFRASTRUCTURE PARTNERS, L.P. | $1 | 1 | 0 |
| FOREIGN TAXES PAID - RIM SECURITIES | $86 | 86 | 0 |
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