CONTINO FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CONTINO FAMILY FOUNDATION (EIN 86-1116070)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201111339349101021
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T08:47:25-07:00 | 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 | NEUMAN & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 S CHARLES ST STE 402 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212012484 | 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 | 861116070 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Contino Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONT | NameControl |
| Phone | 4107719594 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Neuman 575 S Charles St 402 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Francis A Contino | Name |
| Title | Trustee | Title |
| Date Signed | 2011-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ricka E Neuman | Name |
| Phone | 4106596200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1310827 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 102130 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 32276 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 31974 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1311 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 38111 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1311 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 135717 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33285 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2130 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 883 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1247 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3620 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3620 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 470 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 170 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 6220 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4673 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1247 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 174835 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 174835 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 181055 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4673 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 176082 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -45338 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 28612 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 392230 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 110909 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 110909 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 100619 | AccountsReceivable |
| Accounts Receivable BOY | 857 | AccountsReceivableBOY |
| Accounts Receivable EOY | 100619 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 100619 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 513121 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 355180 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 490808 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 270000 | InvestmentsOtherBOY |
| Investments Other EOY | 581056 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 608491 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1176208 | TotalAssetsBOY |
| Total Assets EOY | 1147764 | TotalAssetsEOY |
| Total Assets EOYFMV | 1310827 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1176208 | CapitalStockBOY |
| Capital Stock EOY | 1147764 | CapitalStockEOY |
| Total Net Assets BOY | 1176208 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1147764 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1176208 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1147764 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1176208 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -45338 | ExcessOfRevenueOverExpenses |
| Other Increases | 16894 | OtherIncreases |
| Subtotal | 1147764 | Subtotal |
| Total Net Assets Fund Balances EOY | 1147764 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 2185 | |||||||
| Capital Gain Dividends | |||||||
| -874 | 1689.834 Fidelity Advisor Small Cap | P | 2010-01-11 | 2010-08-17 | 35926 | 36800 | -874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1311 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -874 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 176020 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 808401 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.21774 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 152219 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 574834 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.26481 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 279928 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 386559 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.72415 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 241129 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 252447 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.95517 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 86764 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 325031 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.26694 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.42880 | TotalDistributionRatio |
| Average Distribution Ratio | 0.48576 | AverageDistributionRatio |
| Net Noncharitable Assets | 1305397 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 634111 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 286 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 634397 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 176082 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 572 | InvestmentIncomeExciseTax |
| Subtotal | 572 | Subtotal |
| Tax Based On Investment Income | 572 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 418 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 418 | TotalCreditsAndPayments |
| Tax Due | 154 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DLA Piper US LLLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4105804172 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212093600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Francis A Contino | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 Ivy Hill Court | AddressLine1 |
| City | Cockeysville | City |
| State | MD | State |
| ZIP Code | 210301526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 999213 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 225444 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 100619 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1325276 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1325276 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19879 | CashDeemedCharitable |
| Net Noncharitable Assets | 1305397 | NetNoncharitableAssets |
| Minimum Investment Return | 65270 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 65270 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 572 | TaxBasedOnInvestmentIncome |
| Total Tax | 572 | TotalTax |
| Distributable Amount Before Adj | 64698 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 64698 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 64698 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 176082 | ExpensesAndContributions |
| Qualifying Distributions | 176082 | QualifyingDistributions |
| Adj Qualifying Distributions | 176082 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 64698 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 70703 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 228637 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 260818 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 123731 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 135982 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 819871 | TotalExcessDistriCarryover |
| Qualifying Distributions | 176082 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 64698 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 111384 | RemainingDistriFromCorpus |
| Total Corpus | 931255 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 70703 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 860552 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 228637 | ExcessFromYear4 |
| Excess From Year3 | 260818 | ExcessFromYear3 |
| Excess From Year2 | 123731 | ExcessFromYear2 |
| Excess From Year1 | 135982 | ExcessFromYear1 |
| Excess From Current Year | 111384 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Francis A Contino | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Associated Catholic Charities | |||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | None | Exempt | Capital campaign | $20,943 |
| Archdiocese of Baltimore | |||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | None | Exempt | Annual appeal | $10,471 |
| Calvert Hall College HS | |||||||
| 8102 Lasalle Road | Towson | MD | 21286 | None | Exempt | General support program | $35,602 |
| Catholic Community of St Francis Xa | |||||||
| 13717 Cuba Road PO Box 407 | Hunt Valley | MD | 21030 | None | Exempt | Annual giving program | $35,602 |
| Associated Catholic Charities | |||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | None | Exempt | Capital Campaign | $15,672 |
| The United Way of Central MD | |||||||
| 100 S Charles Street 5th Fl | Baltimore | MD | 21203 | None | Exempt | General operations | $56,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 174835 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,276 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,311 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,587 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33587 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | 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 | Francis A Betty Contino | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 Ivy Hill Court | AddressLine1 |
| City | Cockeysville | City |
| State | MD | State |
| ZIP Code | 210301526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 102130 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Tax Prep | $1,247 | 0 | 0 | 1247 |
| Bookkeeping & Planning | $883 | 883 | 0 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| McCormick voting stock | 272047 | 389047 |
| McCormick non-voting stock | 83133 | 101761 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| TRP MD Tax-Free Bond Fund | AT COST | 50285 | 48435 |
| Oppenheimer Dev Markets | AT COST | 24440 | 29535 |
| MFS Value Class A | AT COST | 61693 | 66775 |
| Hussman Stragetic Growth | AT COST | 7000 | 6633 |
| American Growth Fund of America | AT COST | 55492 | 60956 |
| American Europacific Growth | AT COST | 49518 | 53154 |
| Akre Focus Fund Retail | AT COST | 44525 | 50574 |
| Templeton Global Fund | AT COST | 35533 | 38010 |
| PIMCO Real Return Fd | AT COST | 69828 | 72686 |
| Fidelity Advisor Strategic Income Fd | AT COST | 35703 | 36454 |
| Delaware Diversified Income Fd | AT COST | 147039 | 145279 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FMV Increase | Description |
| Amount | $16,894 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Trust Fees | $513 | 513 | 0 | 0 |
| Account Fees | $3,107 | 3107 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Foreign Taxes | $170 | 170 |
| 2010 Estimated Payments | $300 |
Comments