BROWN FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BROWN FAMILY FOUNDATION INC (EIN 52-2156982)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201141329349100729
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T10:50:18-05:00 | 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 | ELLIN & TUCKER CHARTERED | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S CHARLES ST SUITE 1300 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522156982 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BROW | NameControl |
| Phone | 4108954808 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET NO 400 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21231 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J DORSEY BROWN | Name |
| Title | PRESIDENT | Title |
| Phone | 4108954808 | Phone |
| Date Signed | 2011-05-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | H MARTIN FETSCH | Name |
| Phone | 4107275735 | 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 | 1651389 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
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 | 55 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 55 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 25689 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 25689 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -36529 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 325549 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -10785 | TotalRevenueAndExpenses |
| Total Net Investment Income | 25744 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1375 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3375 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 18500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 18500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 21875 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -32660 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 25744 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10027 | CashBOY |
| Cash EOY | 12786 | CashEOY |
| Cash EOYFMV | 12786 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 162239 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 259128 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 259128 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 199910 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 1006737 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1074339 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1379475 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1378913 | TotalAssetsBOY |
| Total Assets EOY | 1346253 | TotalAssetsEOY |
| Total Assets EOYFMV | 1651389 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 1378913 | RetainedEarningsBOY |
| Retained Earnings EOY | 1346253 | RetainedEarningsEOY |
| Total Net Assets BOY | 1378913 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1346253 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1378913 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1346253 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1378913 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -32660 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1346253 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1346253 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 2,000 SH U.S. TREASURY 4.75% 2/15/10 | 2007-06-11 | 2010-02-16 | 200000 | 198641 | 1359 | 1359 |
| 1,000 SH AMERICAN EXPRESS | 2008-06-25 | 2010-12-14 | 45330 | 42203 | 3127 | 3127 |
| 2,000 SH OMNICARE | 2007-06-13 | 2010-12-14 | 48279 | 70008 | -21729 | -21729 |
| 2,600 SLM CORP | 2008-01-18 | 2010-12-14 | 31875 | 51226 | -19351 | -19351 |
| CASH IN LIEU | 65 | 65 | 65 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -36529 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1197949 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1290156 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000775 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 669 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1239679 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000540 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1797 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 991995 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.001812 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1435 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 903152 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.001589 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.004716 | TotalDistributionRatio |
| Average Distribution Ratio | 0.000943 | AverageDistributionRatio |
| Net Noncharitable Assets | 1553469 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1465 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 257 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1722 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 257 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 257 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 257 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1520 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1520 | TotalCreditsAndPayments |
| Overpayment | 1263 | Overpayment |
| Amount Credited To Next Year | 1263 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | J DORSEY BROWN III | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4108954808 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19 | AddressLine1 |
| City | BUTLER | City |
| State | MD | State |
| ZIP Code | 21023 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| J DORSEY BROWN III | ||||||||
| PO BOX 19 | BUTLER | MD | 21023 | DIRECTOR/PRES/TREAS | 1.00 | 0 | 0 | 0 |
| J DORSEY BROWN IV | ||||||||
| 5 MEADOWOOD DRIVE | SCARBOROUGH | ME | 04074 | DIRECTOR/VP/SEC | 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 | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1278977 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 298149 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1577126 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1577126 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23657 | CashDeemedCharitable |
| Net Noncharitable Assets | 1553469 | NetNoncharitableAssets |
| Minimum Investment Return | 77673 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 77673 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 257 | TaxBasedOnInvestmentIncome |
| Total Tax | 257 | TotalTax |
| Distributable Amount Before Adj | 77416 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 77416 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 77416 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 18500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 257 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 18243 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 77416 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 8318 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 18500 | QualifyingDistributions |
| Applied To Year1 | 8318 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 10182 | 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 | 67234 | 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $5,000 |
| LADEW TOPIARY GARDENS | |||||||
| 3535 JARRETTSVILLE PIKE | MONKTON | MD | 21111 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $5,000 |
| HOPEWELL CANCER SUPPORT | |||||||
| 10628 FALLS ROAD | LUTHERVILLE | MD | 21093 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $1,500 |
| GILCHRIST HOSPICE CARE | |||||||
| 11311 MCCORMICK RD SUITE 350 | HUNT VALLEY | MD | 21031 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $1,000 |
| KIPP BALTIMORE | |||||||
| 4701 GREENSPRING AVE ROOM 105 | BALTIMORE | MD | 21209 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $4,000 |
| UNITED WAY OF CENTRAL MARYLAND | |||||||
| 100 SOUTH CHARLES ST 5TH FLOOR | BALTIMORE | MD | 21203 | N/A | OTHER PUBLIC CHARITY | CHARITABLE GIVING | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 18500 | 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 | $55 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,689 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$36,529 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$10,785 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -10785 | 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 | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (25 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2,000 SHS AMERICAN EXPRESS | 40206 | 85840 |
| 1,400 SHS BANK OF ANERICA | 38489 | 18676 |
| 1,800 SHS BEST BUY | 38759 | 61722 |
| 1,300 SHS CAPITAL ONE | 39171 | 55328 |
| 800 SHS CITIGROUP IN | 21579 | 3784 |
| 600 SHS DEVON ENERGY | 42384 | 47106 |
| 1,000 SHS DIAMOND OFFSHORE | 62500 | 66870 |
| 800 SHS FRANKLIN RESOURCES | 42794 | 88968 |
| 1,400 SHS GENERAL ELECTRIC | 51944 | 25606 |
| 8,000 SHS GENWORTH | 13763 | 105120 |
| 1,100 SHS JP MORGAN | 51835 | 46662 |
| 1,094 SHS KINDER MORGAN MGMT LLC | 38903 | 78450 |
| 1,300 SHS KRAFT FOODS | 38337 | 40963 |
| 1,500 SHS MERCK & CO | 40143 | 54060 |
| 2,400 SHS MICROSOFT | 62904 | 67008 |
| 3,000 SHS PFIZER INC | 79140 | 52530 |
| 3,000 SHS SHORE BANCSHARES INC | 74971 | 31620 |
| 1,500 SHS SOUTHWESTERN ENERGY | 53705 | 56145 |
| 1,000 SHS TOTAL S A | 51930 | 53480 |
| 1,500 SHS WASTE MANAGEMENT | 50702 | 55305 |
| 1,600 SHS WELL POINT | 20448 | 90976 |
| 800 SHS WHIRLPOOL | 56572 | 71064 |
| 5,600 SHS XL CAPITAL LTD CL A | 63160 | 122192 |
| 2,000 SHS OMNICARE | 0 | 0 |
| 2,600 SHS SLM CORP | 0 | 0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAX PAYMENTS | Category |
| Amount | $1,375 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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