THE DRESHER FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE DRESHER FOUNDATION INC (EIN 52-1610465)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201103199349100930
- Schema version
- 2010v3.4
- 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 | 2011-11-15T11:05:13-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SIMPSON H GARDYN CPA | Name |
| Phone | 4103565900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 50837371 | 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 | 157058 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 157058 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 803165 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 803165 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2668955 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 17209708 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2668955 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 148214 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 148214 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3777392 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3777392 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 115269 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 115269 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 13457 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 13457 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 33150 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 21927 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 11223 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 925 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 925 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 5100 | InterestRevAndExpnss |
| Interest Net Invst Incm | 5100 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 114166 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 58261 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 8854 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 21684 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 10842 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 10842 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3576 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3576 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 296305 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 273858 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 22447 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 603632 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 369988 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 186593 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2293100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2293100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2896732 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 369988 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2479693 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 880660 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3407404 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -21140 | CashBOY |
| Cash EOY | 13019 | CashEOY |
| Cash EOYFMV | 13019 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2399245 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1849636 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1849636 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 8000 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 3721473 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5675193 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7036504 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 9487503 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 12735779 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 13346376 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 27694624 | InvestmentsOtherBOY |
| Investments Other EOY | 23915147 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 28591836 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 43289705 | TotalAssetsBOY |
| Total Assets EOY | 44188774 | TotalAssetsEOY |
| Total Assets EOYFMV | 50837371 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 18409 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18409 | 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 | 43289705 | RetainedEarningsBOY |
| Retained Earnings EOY | 44170365 | RetainedEarningsEOY |
| Total Net Assets BOY | 43289705 | TotalNetAssetsBOY |
| Total Net Assets EOY | 44170365 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 43289705 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 44188774 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 43289705 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 880660 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 44170365 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 44170365 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (20 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 |
|---|---|---|---|---|---|---|---|
| GS YIELD - 15621 | P | 2010-01-01 | 2010-12-31 | 7222189 | 6122881 | 1099308 | 1099308 |
| GS YIELD - 15621 | P | 2009-01-01 | 2010-12-31 | 0 | 0 | ||
| GS LC CONC VALUE - 25081 | P | 2010-01-01 | 2010-12-31 | 1044446 | 947413 | 97033 | 97033 |
| GS LC CONC VALUE - 25081 | P | 2009-01-01 | 2010-12-31 | 478413 | 448712 | 29701 | 29701 |
| GS CORE FIXED INCOME FUND | P | 2009-01-01 | 2010-12-31 | 4500000 | 4451825 | 48175 | 48175 |
| GS BROKERAGE - 33834 | P | 2010-01-15 | 2010-12-31 | 109123 | 103444 | 5679 | 5679 |
| GS LCG CONC - 33308 | P | 2010-01-01 | 2010-12-31 | 237997 | 223468 | 14529 | 14529 |
| GS LCG CONC - 33308 | P | 2009-01-01 | 2010-12-31 | 48088 | 42990 | 5098 | 5098 |
| 3904.2388 UNITS GS GLOBAL FUND STRATEGIES | P | 2009-01-01 | 2010-01-07 | 655156 | 329332 | 325824 | 325824 |
| 1836.4487 UNITS GS GLOBAL FUND STRAT SUB-FUND | P | 2009-01-01 | 2010-12-31 | 113397 | 135132 | -21735 | -21735 |
| 2000 UNITS MAGELLAN MIDSTREAM PTNRS | P | 2009-01-26 | 2010-04-05 | 95992 | 55088 | 40904 | 40904 |
| 6000 UNITS MAGELLAN MIDSTREAM PTNRS | P | 2010-07-14 | 2010-12-31 | 333931 | 277231 | 56700 | 56700 |
| 5000 UNITS PLAINS ALL AMERICAN PIPELINE | P | 2009-01-01 | 2010-12-31 | 293448 | 172822 | 120626 | 120626 |
| 4000 UNITS NUSTAR ENERGY | P | 2009-01-01 | 2010-02-26 | 229543 | 171830 | 57713 | 57713 |
| 5250 UNITS CHESAPEAKE MIDSTREAM PTNRS | P | 2010-07-29 | 2010-12-31 | 145848 | 110831 | 35017 | 35017 |
| 14724.56 UNITS DYNAMIC EQUITY MGRS PORT 3 | P | 2009-01-01 | 2010-12-31 | 1586837 | 792995 | 793842 | 793842 |
| S/T GAIN FROM PASSTHROUGHS | P | 2010-01-01 | 2010-12-31 | 111607 | 111607 | 111607 | |
| L/T LOSS FROM PASSTHROUGHS | P | 2009-01-01 | 2010-12-31 | 93166 | -93166 | -93166 | |
| 1231 LOSS FROM PASSTHROUGHS | P | 2009-01-01 | 2010-12-31 | 61593 | -61593 | -61593 | |
| CAPITAL GAINS DIVIDENDS | P | 3693 | 3693 | 3693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2668955 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2168860 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 49463050 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043848 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3032914 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 55609807 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054539 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3150548 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 59098353 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053310 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2554474 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 53021341 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048178 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1791675 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 52513461 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.034118 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.233993 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046799 | AverageDistributionRatio |
| Net Noncharitable Assets | 48112951 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2251638 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 34074 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2285712 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2479693 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 34074 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 34074 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 34074 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 56000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 56000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 335 | PenaltyForUnderpayment |
| Overpayment | 21591 | Overpayment |
| Amount Credited To Next Year | 21591 | 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 | 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 | 115269 | 13457 | 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 | 1 | 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 | 60311 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 1 | 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 | 2997603 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3006359 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 42841674 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 48845636 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 48845636 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 732685 | CashDeemedCharitable |
| Net Noncharitable Assets | 48112951 | NetNoncharitableAssets |
| Minimum Investment Return | 2405648 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2405648 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 34074 | TaxBasedOnInvestmentIncome |
| Total Tax | 34074 | TotalTax |
| Distributable Amount Before Adj | 2371574 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2371574 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2371574 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2479693 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2479693 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 34074 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2445619 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2371574 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 2145020 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2479693 | QualifyingDistributions |
| Applied To Year1 | 2145020 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 334673 | 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 | 2036901 | 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 (102 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| ABILITIES NETWORK | ||||||
| 8503 LASALLE ROAD | TOWSON | MD | 21286 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| ADDICTION CONNECTIONS RESOURCE INC | ||||||
| PO BOX 41 | JARRETTSVILLE | MD | 21084 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| AMERICAN SYRINGOMYELIA & CHIARI ALLIANCE PROJECT | ||||||
| PO BOX 1586 | LONGVIEW | TX | 75606 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| ARC OF THE NORTHERN CHESAPEAKE REGION | ||||||
| 4513 PHILADELPHIA ROAD | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $77,000 | |
| ARROW CHILD & FAMILY MINISTRIES | ||||||
| 1605 CROMWELL BRIDGE ROAD | BALTIMORE | MD | 21234 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $32,000 | |
| ASSOCIATED CATHOLIC CHARITIES | ||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 212013432 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $35,000 | |
| BALTIMORE OUTREACH SERVICES | ||||||
| 701 S CHARLES ST | BALTIMORE | MD | 21201 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| 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 LINWOOD AVENUE | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,500 | |
| BOYS & GIRLS CLUB OF HARFORD COUNTY | ||||||
| 100 E BELAIR AVENUE | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $50,000 | |
| CAMPFIRE USA - BALTIMORE | ||||||
| P O BOX 4863 | BALTIMORE | MD | 21211 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $8,000 | |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| CENTER FOR THE ARTS | ||||||
| 17 TUDOR LANE | BELAIR | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $13,500 | |
| CHESAPEAKE CANCER ALLIANCE | ||||||
| PO BOX 897 | BELAIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| CHESAPEAKE THERAPEUTIC RIDING | ||||||
| P O BOX 475 | ABINGDON | MD | 21009 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| CHILDREN OF ZION INC | ||||||
| 1643 CHURCHVILLE ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,500 | |
| CHRIST OUR KING PRESBYTERIAN CHURCH | ||||||
| 10 LEXINGTON ROAD | BEL AIR | MD | 21014 | 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 | $13,000 | |
| COMMUNITY FOUNDATION OF HARFORD COUNTY | ||||||
| PO BOX 612 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $96,000 | |
| COMMUNITY PRESERVATION & DEVELOPMENT CORP | ||||||
| 5513 CONNECTICUT AVE NW 250 | WASHINGTON | DC | 20015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| DELAWARE BREAST CANCER COALITION INC | ||||||
| 111 W 11TH ST STE 3 | WILMINGTON | DE | 19801 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| DELAWARE NATURE SOCIETY | ||||||
| PO BOX 700 | HOCKESSIN | DE | 19707 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | |
| DELMARVA CHRISTIAN HIGH SCHOOL | ||||||
| 21150 AIRPORT RD | GEORGETOWN | DE | 19947 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| EDEN MILL NATURE CENTER | ||||||
| 1617 EDEN MILL ROAD | PYLESVILLE | MD | 21132 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY | ||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,500 | |
| FAITH COMMUNITIES & CIVIC AGENCIES UNITED INC | ||||||
| PO BOX 274 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| FRANKLIN SQUARE HOSPITAL CENTER FOUNDATION MEDICAL ARTS BUILDING | ||||||
| 9101 FRANKLIN SQUARE DRIVE SUITE | BALTIMORE | MD | 212379986 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $100,000 | 214 |
| FUEL FUND OF MARYLAND | ||||||
| 305 W CHESAPEAKE AVE SUITE 115 | TOWSON | MD | 21204 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| FUND FOR JOHNS HOPKINS MEDICINE | ||||||
| 1101 E 33RD ST TERRACE LEVEL STE | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | E001 |
| GREATER EDGEWOOD FOUNDATION | ||||||
| P O BOX 824 | EDGEWOOD | MD | 21040 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| 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 | $2,000 | |
| HARFORD CHORAL SOCIETY INC | ||||||
| PO BOX 541 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $6,000 | |
| HARFORD COMMUNITY ACTION AGENCY INC | ||||||
| 1321-B WOODBRIDGE STATION WAY | EDGEWOOD | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $67,000 | |
| HARFORD COMMUNITY COLLEGE FOUNDATION | ||||||
| 401 THOMAS RUN RD | BELAIR | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| HARFORD COUNTY - DEPT OF PARKS & RECREATION | ||||||
| 702 N TOLLGATE ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| HARFORD COUNTY CENTER FOR THE ARTS INC | ||||||
| TUDOR HALL 17 TUDOR LANE | BALTIMORE | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,000 | |
| HARFORD COUNTY PUBLIC SCHOOL HARFORD GLEN ENVIRONMENTAL EDUCATION CENTER | ||||||
| 502 W WHEEL RD | BEL AIR | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| 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 | $43,100 | |
| HARFORD HABITAT FOR HUMANITY | ||||||
| 205 S HAYS STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $60,000 | |
| HARFORD UNITED CHARITIES INC | ||||||
| 508 ROCKSPRING ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| HELPING UP MISSION OF BALTIMORE CITY INC | ||||||
| 1029 E BALTIMORE ST | BALTIMORE | MD | 21202 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| HEROES HELPING HEROES INC | ||||||
| PO BOX 38652 | BALTIMORE | MD | 21231 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| HISTORICAL SOCIETY OF HARFORD COUNTY | ||||||
| 143 N MAIN STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $11,000 | |
| HOME PARTNERSHIP INC RUMSEY TOWERS BUILDING SUITE 301 | ||||||
| 626 TOWNE CENTER DRIVE | JOPPATOWNE | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $160,000 | |
| HOMECOMING PROJECT INC | ||||||
| PO BOX 1190 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $42,000 | |
| INNER COUNTY OUTREACH | ||||||
| 529 EDMUND STREET | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $30,000 | |
| INTERFAITH SERVICES COALITION | ||||||
| 116 WEST HIGH STREET | HANCOCK | MD | 21750 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $24,000 | |
| JDRF-MARYLAND CHAPTER | ||||||
| 825 HAMMONDS FERRY ROAD SUITE H | LINTHICUM | MD | 21090 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| JOHNS HOPKINS HEART & VASCULAR INSTITUTE FUND FOR JOHNS HOPKINS MEDICINE ON | ||||||
| 100 N CHARLES STREET SUITE 344 | BALTIMORE | MD | 21201 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $300,000 | |
| JOHNS HOPKINS KIMMEL CANCER CENTER ONE CHARLES CENTER | ||||||
| 100 N CHARLES STREET SUITE 234 | BALTIMORE | MD | 21201 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| LASOS INC LINKING ALL SO OTHERS SUCCEED | ||||||
| 31 W COURTLAND STREET | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $70,000 | |
| LEWES CHURCH OF CHRIST | ||||||
| 15183 COASTAL HIGHWAY | MILTON | DE | 19968 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| LOYOLA BLAKEFIELD | ||||||
| 500 CHESTNUT AVENUE | BALTIMORE | MD | 21204 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $24,500 | |
| MARCH OF DIMES | ||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | MD | 10605 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| MARIAN HOUSE 949 | ||||||
| 949 GORSUCH AVENUE | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,000 | |
| MARYLAND CONSERVATORY OF MUSIC | ||||||
| 701 CHURCHVILLE ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $7,000 | |
| MARYLAND COUNCIL ON ECONOMIC EDUCATION | ||||||
| 8000 YORK ROAD | TOWSON | MD | 21252 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,500 | |
| MARYLAND HIGHWAY SAFETY FOUNDATION | ||||||
| 110 WEST ROAD SUITE 216 | TOWSON | MD | 21204 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| MARYLAND SCHOOL FOR THE BLIND | ||||||
| 3501 TAYLOR AVENUE | BALTIMORE | MD | 21236 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $10,000 | |
| MASON-DIXON COMMUNITY SERVICES | ||||||
| 708 HIGHLAND ROAD P O BOX 34 | STREET | MD | 21154 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| MEALS ON WHEELS OF CENTRAL MD INC - HARFORD COUNTY | ||||||
| 515 S HAVEN STREET | BALTIMORE | MD | 21224 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| MISSION OF MERCY | ||||||
| 22 S MARKET STREET | FREDERICK | MD | 21701 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| MOTHER SETON ACADEMY | ||||||
| 724 S ANN STREET | BALTIMORE | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| MOUNTAIN CHRISTIAN CHURCH - PTF | ||||||
| 1824 MOUNTAIN ROAD | JOPPA | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $29,000 | |
| MOUNTAIN CHRISTIAN CHURCH - TABITHA'S HOUSE | ||||||
| 1824 MOUNTAIN ROAD | JOPPA | MD | 21085 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $22,000 | |
| MY SISTER'S CIRCLE | ||||||
| P O BOX 84 | TIMONIUM | MD | 21093 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| NEW COVENANT CHRISTIAN SCHOOL | ||||||
| 128 ST MARYS CHURCH ROAD | ABINGDON | MD | 21009 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| NOTRE DAME PREPARATORY SCHOOL | ||||||
| 815 HAMPTON LANE | TOWSON | MD | 21286 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| OPEN DOORS CAREER CENTER INC | ||||||
| 219 W BEL AIR AVE SUITE 45 | ABERDEEN | MD | 21001 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $40,000 | |
| PAUL'S PLACE INC | ||||||
| 1118 WARD STREET | BALTIMORE | MD | 21230 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| RADIO READING NETWORK | ||||||
| 2901 LIBERTY HEIGHTS AVENUE | BALTIMORE | MD | 212157807 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| REHOBOTH BEACH HISTORICAL SOCIETY | ||||||
| 511 REHOBOTH AVE | REHOBOTH | DE | 19971 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,500 | |
| RONALD MCDONALD HOUSE OF BALTIMORE | ||||||
| 635 W LEXINGTON STREET | BALTIMORE | MD | 21201 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| RONALD MCDONALD HOUSE OF DELAWARE | ||||||
| 1901 ROCKLAND ROAD | WILMINGTON | DE | 19803 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| SALISBURY UNIVERSITY FOUNDATION | ||||||
| 1308 CAMDEN AVENUE P O BOX 2655 | SALISBURY | MD | 218022655 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $1,000 | |
| SARC INC | ||||||
| PO BOX 1207 | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $25,000 | |
| SPECIAL OLYMPICS OF MARYLAND | ||||||
| 513 PROGRESS DRIVE SUITE P | LINTHICUM | MD | 210902256 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| ST AMBROSE HOUSING AID CENTER INC | ||||||
| 321 E 25TH ST | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| ST VINCENT DE PAUL OF BALTIMORE | ||||||
| 2305 N CHARLES STREET 300 | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $14,000 | |
| SUSSEX COUNTY HABITAT FOR HUMANITY | ||||||
| PO BOX 759 | GEORGETOWN | DE | 19947 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| TALMAR GARDENS | ||||||
| 1994 CROMWELL BRIDGE ROAD | BALTIMORE | MD | 21234 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $3,000 | |
| THE BLACK & GOLD FOUNDATION | ||||||
| PO BOX 743 | ABINGDON | MA | 21009 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| THE BUTLER SCHOOL | ||||||
| 15951 GERMANTOWN ROAD | DARNESTOWN | MD | 20874 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| THE FRANCISCAN CENTER | ||||||
| 101 WEST 23RD ST | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $5,000 | |
| THE HARFORD CENTER | ||||||
| 4 N EARLTON ROAD | HAVRE DE GRACE | MD | 21078 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,000 | |
| THE HEARING AND SPEECH AGENCY - HARRY & JEANETTE WEINBERG BUILDING | ||||||
| 5900 METRO DRIVE | BALTIMORE | MD | 212157807 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| THE HIGHLANDS SCHOOL FOUNDATION INC | ||||||
| 2409 CRESWELL ROAD | BEL AIR | MD | 21015 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $121,000 | |
| THE HUMANE SOCIETY OF HARFORD COUNTY | ||||||
| 2208 CONNOLLY ROAD | FALLSTON | MD | 21047 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $6,000 | |
| THE JOHN CARROLL SCHOOL | ||||||
| 703 D CHURCHVILLE ROAD | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $148,000 | |
| THE MARYLAND ZOO | ||||||
| DRUID HILL PARK | BALTIMORE | MD | 21217 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| THE MEGAPHONE PROJECT INC | ||||||
| 2601 HOWARD STREET | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| THE SALVATION ARMY | ||||||
| PO BOX 1428 | ALEXANDRIA | VA | 22313 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $4,000 | |
| TRUSTEES OF THE LADEW GARDENS | ||||||
| 3535 JARRETTSVILLE PIKE | MONKTON | MD | 21111 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| UPPER CHESAPEAKE HEALTH FOUNDATION | ||||||
| 520 UPPER CHESAPEAKE DRIVE SUITE | BEL AIR | MD | 21014 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $62,000 | 405 |
| V-LINC INC | ||||||
| 2301 ARGONNE DRIVE | BALTIMORE | MD | 21218 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $20,000 | |
| WOODBERRY CROSSING INC | ||||||
| 925 STABLERSVILLE ROAD | PARKTON | MD | 21120 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $15,000 | |
| YMCA- SUSSEX BRANCH | ||||||
| 100 W 10TH ST SUITE 1100 | WILMINGTON | DE | 19801 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| YOUNG LIFE CAPERNAUM | ||||||
| P O BOX 353 | TIMONIUM | MD | 21094 | SUPPORTING THE VARIOUS CHARITABLE AND CIVIC ENDEAVOR | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2293100 | 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 | $157,058 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $803,165 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $148,214 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,668,955 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,777,392 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3777392 | 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 | $33,150 | Amount |
| Net Investment Income | 21927 | NetInvestmentIncome |
| Disbursements Charitable Prps | 11223 | 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 | 12735779 | EOYBookValue |
| EOYFMV | 13346376 | 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 | 5675193 | EOYBookValue |
| EOYFMV | 7036504 | 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 | 23915147 | BookValue |
| EOYFMV | 28591836 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSE | 19007 | 9504 | 9503 |
| INVESTMENT MANAGEMENT FEE | 258449 | 258449 | 0 |
| MISCELLANEOUS | 4284 | 3596 | 688 |
| INSURANCE | 2040 | 1020 | 1020 |
| TELEPHONE | 2577 | 1289 | 1288 |
| DUES & SUBSCRIPTIONS | 9883 | 0 | 9883 |
| PASS-THROUGH CONTRIBUTIONS | 65 | 0 | 65 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ROYALTY INCOME | 21 | 21 | 21 |
| PASSTHROUGH INCOME FROM K-1'S | -121239 | -121239 | -121239 |
| MISC. INVESTMENT INCOME | 16324 | 16324 | 16324 |
| GS - ORD | 253108 | 253108 | 253108 |
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 | 18409 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | Category |
| Amount | $925 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 925 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $58,261 | 58261 | 0 |
| EXCISE TAXES | $47,051 | 0 | 0 |
| PAYROLL TAXES | $8,854 | 0 | 8854 |
Comments