MIDDENDORF FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MIDDENDORF FOUNDATION INC (EIN 52-6048944)
Tax period: 2011-04-01 to 2012-03-31
Filed: 2012-08-15
IRS object ID: 201222289349100872
Schema version: 2011v1.2
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
Depreciation Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-15T15:09:30-05:00	Timestamp
Tax Period End Date	2012-03-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	521645472	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WEIL AKMAN BAYLIN & COLEMAN PA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	201 WEST PADONIA ROAD SUITE 600	AddressLine1
City	TIMONIUM	City
State	MA	State
ZIP Code	210932186	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-04-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	526048944	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MIDDENDORF FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MIDD	NameControl
Phone	4107277088	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 EAST READ STREET - 5TH FLOOR	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21202	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CRAIG LEWIS	Name
Title	PRESIDENT	Title
Phone	4107277088	Phone
Date Signed	2012-08-02	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ALLAN C SANDERS CPA	Name
PTIN	P00919875	PTIN
Phone	4105614411	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	30735947	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	35	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	35	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	463735	DividendsRevAndExpnss
Dividends Net Invst Incm	463735	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	889689	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	3035121	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	889689	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1353459	TotalRevenueAndExpenses
Total Net Investment Income	1353459	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	78600	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	55625	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	22975	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	67100	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	33550	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	33550	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	19245	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	11779	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	7466	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	4500	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	2754	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	1746	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	7500	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	4590	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	2910	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	81053	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	81053	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	25955	TaxesRevAndExpnss
Taxes Net Invst Incm	3256	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	892	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	546	DeprecAndDepletionNetInvstIncm
Occupancy Rev And Expnss	18079	OccupancyRevAndExpnss
Occupancy Net Invst Incm	11065	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	7014	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	4110	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	2516	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	1594	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	72	PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm	44	PrintingAndPubNetInvstIncm
Printing And Pub Dsbrs Chrtbl Prps	28	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	20048	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	12269	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	7778	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	327154	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	219047	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	85061	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1207634	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1207634	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1534788	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	219047	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1292695	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-181329	ExcessOfRevenueOverExpenses
Net Investment Income	1134412	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	71551	CashBOY
Cash EOY	40995	CashEOY
Cash EOYFMV	40995	CashEOYFMV
Savings And Temp Cash Invst BOY	261526	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	193786	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	193786	SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY	2417	PrepaidExpensesBOY
Investments Other BOY	24292017	InvestmentsOtherBOY
Investments Other EOY	24232595	InvestmentsOtherEOY
Investments Other EOYFMV	30494693	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	34938	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	28445	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	7385	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	6493	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	6473	LandBuildingAndEquipmentEOYFMV
Total Assets BOY	24634896	TotalAssetsBOY
Total Assets EOY	24473869	TotalAssetsEOY
Total Assets EOYFMV	30735947	TotalAssetsEOYFMV
Accounts Payable BOY	6500	AccountsPayableBOY
Accounts Payable EOY	7500	AccountsPayableEOY
Other Liabilities BOY	0	OtherLiabilitiesBOY
Other Liabilities EOY	18619	OtherLiabilitiesEOY
Total Liabilities BOY	6500	TotalLiabilitiesBOY
Total Liabilities EOY	26119	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	24628396	UnrestrictedBOY
Unrestricted EOY	24447750	UnrestrictedEOY
Total Net Assets BOY	24628396	TotalNetAssetsBOY
Total Net Assets EOY	24447750	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	24634896	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	24473869	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	24628396	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-181329	ExcessOfRevenueOverExpenses
Other Increases	683	OtherIncreases
Subtotal	24447750	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	24447750	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 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
POTASH CORP OF SASKATCHEWAN INC.	P	2001-12-31	2011-04-06	121458	54943	66515	66515
CEMEX SAB	P	2001-12-31	2011-04-06	4	14	-10	-10
ICM	P	2001-12-31	2011-05-09	200000	133605	66395	66395
ACCENTURE	P	2001-12-31	2011-05-12	110158	54873	55285	55285
INGERSOLL-RAND	P	2001-12-31	2011-05-12	100398	74479	25919	25919
CHUBB	P	2001-12-31	2011-05-12	130258	15463	114795	114795
IBM	P	2001-12-31	2011-05-12	84270	10939	73331	73331
WEYERHAEUSER	P	2001-12-31	2011-08-04	196805	162658	34147	34147
VANGUARD	P	2001-12-31	2011-08-19	200000	214693	-14693	-14693
BRIGGS & STRATTON	P	2001-12-31	2011-09-30	174280	391765	-217485	-217485
T ROWE PRICE	P	2001-12-31	2011-12-09	200000	113975	86025	86025
LOWES	P	2001-12-31	2012-01-27	533158	448148	85010	85010
CISCO	P	2001-12-31	2012-02-27	302620	437061	-134441	-134441
IBM	P	2001-12-31	2012-02-27	289733	32816	256917	256917
CAPITAL GAINS DIVIDENDS	P			391979		391979	391979

Field	Value	IRS element (for citing)
Capital Gain Net Income	889689	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	1656834	QualifyingDistributionsYear1
Noncharitable Assets Year1	28062656	NoncharitableAssetsYear1
Distribution Ratio Year1	0.059041	DistributionRatioYear1
Qualifying Distributions Year2	1371895	QualifyingDistributionsYear2
Noncharitable Assets Year2	25619853	NoncharitableAssetsYear2
Distribution Ratio Year2	0.053548	DistributionRatioYear2
Qualifying Distributions Year3	1341997	QualifyingDistributionsYear3
Noncharitable Assets Year3	27964472	NoncharitableAssetsYear3
Distribution Ratio Year3	0.047989	DistributionRatioYear3
Qualifying Distributions Year4	2068703	QualifyingDistributionsYear4
Noncharitable Assets Year4	37150042	NoncharitableAssetsYear4
Distribution Ratio Year4	0.055685	DistributionRatioYear4
Qualifying Distributions Year5	1888279	QualifyingDistributionsYear5
Noncharitable Assets Year5	34392287	NoncharitableAssetsYear5
Distribution Ratio Year5	0.054904	DistributionRatioYear5
Total Distribution Ratio	0.271167	TotalDistributionRatio
Average Distribution Ratio	0.054233	AverageDistributionRatio
Net Noncharitable Assets	28938486	NetNoncharitableAssets
Adjusted Noncharitable Assets	1569421	AdjustedNoncharitableAssets
One Percent Net Investment Income	11344	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1580765	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1292695	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	22688	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	22688	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	22688	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	4080	EstTaxPaymentsAndOverpayment
Total Credits And Payments	4080	TotalCreditsAndPayments
Tax Due	18608	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 Person Name	LAURA HOLTER	BooksInCareOfPersonName
Books In Care Of Phone Number	4107527088	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 EAST READ ST 5TH FLOOR	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21202	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 (7 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
CRAIG LEWIS
2 E READ ST	BALTIMORE	MD	21202	PRESIDENT & TRUSTEE	40.00	44800	0	0
FORREST F BRAMBLE JR ESQ
2 E READ ST	BALTIMORE	MD	21202	VICE PRESIDENT & TRUSTEE	20.00	6200	0	0
BENJAMIN F LUCAS II ESQ
2 E READ ST	BALTIMORE	MD	21202	TREASURER & TRUSTEE	20.00	6200	0	0
THERESA N KNELL
2 E READ ST	BALTIMORE	MD	21202	SECRETARY & TRUSTEE	20.00	6200	12000	0
SEALY H HOPKINSON
2 E READ ST	BALTIMORE	MD	21202	TRUSTEE	5.00	6200	0	0
PHILLIPS HATHAWAY
2 E READ ST	BALTIMORE	MD	21202	TRUSTEE	3.00	4800	0	0
LINDA W MCCLEARY
2 E READ ST	BALTIMORE	MD	21202	TRUSTEE	3.00	4200	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	LEWIS MANAGEMENT COMPANY	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 EAST READ ST	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21202	ZIPCode

Field	Value	IRS element (for citing)
Type Of Service	INVESTMENT ADVISORY	TypeOfService
Compensation	71376	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	29010766	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	368408	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	29379174	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	29379174	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	440688	CashDeemedCharitable
Net Noncharitable Assets	28938486	NetNoncharitableAssets
Minimum Investment Return	1446924	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1446924	MinimumInvestmentReturn
Tax Based On Investment Income	22688	TaxBasedOnInvestmentIncome
Total Tax	22688	TotalTax
Distributable Amount Before Adj	1424236	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	1424236	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	1424236	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1292695	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	1292695	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1292695	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1424236	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	224348	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	290266	ExcessDistriCarryoverYear4
Excess Distri Carryover Year2	97017	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	261811	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	873442	TotalExcessDistriCarryover
Qualifying Distributions	1292695	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1292695	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	131541	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	131541	ExcessDistriCyovAppliedCY
Total Corpus	741901	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	92807	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	649094	ExcessDistriCyovToNextYear
Excess From Year4	290266	ExcessFromYear4
Excess From Year2	97017	ExcessFromYear2
Excess From Year1	261811	ExcessFromYear1

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	LAURA HOLTER	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 EAST READ STREET	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21202	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	4107277088	RecipientPhoneNumber
Form And Info And Materials	IN WRITING WITH SUPPORTING DOCUMENTATION	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
BALTIMORE ARCHITECTURE FOUNDATION
1016 MORTON STREET	BALTIMORE	MD	21201	501 (C)3	CONSERVATION	$5,000
BALTIMORE MONTESSORI PUBLIC CHARTER SCHOOL
1600 GUILFORD AVENUE	BALTIMORE	MD	21202	501 (C)3	EDUCATIONAL	$75,000
BALTIMORE ROWING CLUB
3301 WATERVIEW AVENUE	BALTIMORE	MD	21230	501 (C)3	EQUIPMENT	$20,000
CHESAPEAKE POTOMIC SPINA BIFIDA INC
6 HENDON AVENUEP O BOX 1750	ANNAPOLIS	MD	21401	501 (C)3	CONSERVATION	$5,000
CHURCH OF THE REDEEMER
5603 N CHARLES STREET	BALTIMORE	MD	21210	501 (C)3	CHARITABLE	$1,000
COUNSELORS HELPING ASIAN AMERICANS
4517 RED LEAF COURT	ELLICOTT CITY	MD	21043	501 (C)3	CHARITABLE	$5,000
CREATIVE ALLIANCE INC
3134 EASTERN AVENUE	BALTIMORE	MD	21224	501 (C)3	CONSERVATION	$25,000
CRISTO RAY JESUIT SCHOOL
420 SOUTH CHESTER STREET	BALTIMORE	MD	21231	501 (C)3	EDUCATION	$150,000
CYLBURN ARBORETUM
4915 GREENSPRING AVENUE	BALTIMORE	MD	21209	501 (C)3	CHARITABLE	$15,000
GILCHRIST HOSPICE CARE
5537 TWIN KNOLLS ROAD	COLUMBIA	MD	21045	501 (C)3	CHARITABLE	$50,000
HOPEWELL CANCER SUPPORT
P O BOX 755	BROOKLANDVILLE	MD	21022	501 (C)3	MEDICAL,CHARITABLE	$48,000
JOHNS HOPKINS UNIVERSITY SPH
615 N WOLF STREET	BALTIMORE	MD	21205	501 (C)3	MEDICAL	$75,000
KENNEDY KRIEGER INSTITUTE
707 NORTH BROADWAY	BALTIMORE	MD	21205	501 (C)3	MEDICAL	$75,000
LAB SCHOOL OF BALTIMORE
2220 ST PAUL STREET	BALTIMORE	MD	21218	501 (C)3	EDUCATIONAL	$50,000
MARYLAND HISTORICAL SOCIETY
201 WEST MONUMENT STREET	BALTIMORE	MD	21201	501 (C)3	EDUCATIONAL	$100,000
MARYLAND HOUSE AND GARDEN PILGRIMAGE
6200 N CHARLES ST	BALTIMORE	MD	21212	501 (C)3	EDUCATIONAL	$10,000
MARYLAND INSTITUTE COLLEGE OF ART
1300 MOUNT ROYAL AVENUE	BALTIMORE	MD	21217	501 (C)3	EDUCATIONAL	$175,000
MEALS ON WHEELS OF CENTRAL MARYLAND
500 NORTH CAROLINE STREET	BALTIMORE	MD	21224	501 (C)3	CHARITABLE	$14,134
NATIONAL AQUARIUM IN BALTIMORE
501 E PRATT STREET	BALTIMORE	MD	21202	501 (C)3	EDUCATIONAL	$65,000
ODYSSEY SCHOOL
3257 BRIDLE RIDGE LANE	STEVENSON	MD	21553	501 (C)3	CHARITABLE	$41,000
SAINT AGNES HOSPITAL
900 CATON AVENUE	BALTIMORE	MD	21229	501 (C)3	MEDICAL	$25,000
SISTERS ACADEMY
139 FIRST AVENUE	BALTIMORE	MD	21229	501 (C)3	EDUCATIONAL	$50,000
STAR SPANGLED BANNER FLAG HOUSE MUSEUM
844 EAST PRATT STREET	BALTIMORE	MD	21202	501 (C)3	CONSERVATION	$25,000
WALTERS ART MUSEUM
600 NORTH CHARLES STREET	BALTIMORE	MD	21201	501 (C)3	CONSERVATION	$50,000
BALTIMORE TALENT EDUCATION CENTER
6900 PARK HEIGHTS AVENUE	BALTIMORE	MD	21215	501 (C)3	EDUCATION	$3,500
BALTIMORE ZOOLOGICAL SOCIETY
1876 MANSION HOUSE DRIVE	BALTIMORE	MD	21217	501 (C)3	CONSERVATION	$45,000
CATONSVILLE RAILS TO TRAILS INC
P O BOX 3282	CATONSVILLE	MD	21228	501 (C)3	EDUCATION	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1207634	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	$35	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$463,735	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$889,689	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$1,353,459	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	1353459	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$7,500	Amount
Net Investment Income	4590	NetInvestmentIncome
Disbursements Charitable Prps	2910	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (5 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense
COMPUTER	2007-03-27	1333	1205	200DB	5.000000000000	128
OFFICE EQUIPMENT	2007-03-27	25966	25966	200DB	5.000000000000	0
OFFICE FURNITURE	2010-10-14	3187	159	ADS	10.000000000000	319
OFFICE FURNITURE	2010-10-14	900	45	ADS	10.000000000000	90
OFFICE FURNITURE	2010-10-14	3552	178	ADS	10.000000000000	355

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENTS - SEE STATEMENT ATTACHED	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	24232595	BookValue
EOYFMV	30494693	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (5 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
COMPUTER	1333	1333	0
OFFICE EQUIPMENT	25966	25966	0
OFFICE FURNITURE	3187	478	2709
OFFICE FURNITURE	900	135	765
OFFICE FURNITURE	3552	533	3019

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$4,500	Amount
Net Investment Income	2754	NetInvestmentIncome
Disbursements Charitable Prps	1746	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
MEMBERSHIP DUES	6250	3825	2425
REPAIRS & MAINTENANCE	2593	1587	1006
OPERATIONS	1651	1010	641
TELEPHONE	2134	1306	828
PAYROLL TAX	7420	4541	2878

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	PRIOR PERIOD ADJUSTMENT	Description
Amount	$683	Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	EXCISE TAX PAYABLE	Description
BOY Book Value	0	BOYBookValue
EOY Book Value	18619	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
CUSTODIAL FEES	$9,677	9677	0
INVESTMENT FEES	$71,376	71376	0

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAX	$3,256	3256	0
EXCISE TAX	$22,699	0	0

MIDDENDORF FOUNDATION INC: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Business Name BusinessName

US Address USAddress

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (5 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (5 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments