CAMPBELL FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CAMPBELL FOUNDATION INC (EIN 52-0794348)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349102960
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T12:20:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260794367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MID-ATLANTIC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 W PENNSYLVANIA AVE 7TH FLOOR | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520794348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMP | BusinessNameControlTxt |
| Phone | 4105601170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 CANDLELIGHT COURT | AddressLine1Txt |
| City | TIMONIUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA T CAMPBELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4105601170 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMIE M KAHLER | PreparerPersonNm |
| PTIN | P00739177 | PTIN |
| Phone | 4108281961 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,056,748 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $121,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,297,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,661,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,297,549 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,419,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,419,137 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,612 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,612 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $612 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $612 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $253,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $253,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $253,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,146,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,400,188 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,782 | CashBOYAmt |
| Cash EOY | $14,271 | CashEOYAmt |
| Cash EOYFMV | $14,271 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $72,280 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,353 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,353 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $405,059 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $181,521 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $181,521 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,236,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,310,471 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,310,471 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,479 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $522,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $522,132 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,749,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,056,748 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,056,748 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,749,815 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,056,748 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,749,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,056,748 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,749,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,056,748 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,749,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,146,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,896,159 | SubtotalAmt |
| Other Decreases | $839,411 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,056,748 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COPT DEFENSE PROPERTIES REIT | P | 2007-06-28 | 2025-02-06 | $126,095 | $14,738 | $111,357 | $111,357 |
| ISHARES TR IS 1-5 YR IN GR CR BD ETF | P | 2019-08-22 | 2025-02-06 | $280,779 | $295,366 | -$14,587 | -$14,587 |
| ISHARES CORE US AGGREGATE BOND ETF | P | 2018-02-07 | 2025-02-11 | $243,901 | $268,395 | -$24,494 | -$24,494 |
| VANGUARD DIVIDEND APPRECIATION ETF | P | 2018-02-07 | 2025-02-11 | $484,595 | $344,795 | $139,800 | $139,800 |
| VANGUARD HIGH DIVIDEND YIELD EFF | P | 2018-02-07 | 2025-02-12 | $495,344 | $349,949 | $145,395 | $145,395 |
| ISHARES CORE US AGGREGATE BOND ETF | P | 2018-02-07 | 2025-02-13 | $183,675 | $203,980 | -$20,305 | -$20,305 |
| US TREAS NT .25% 10/25 UST NOTE DUE 10/31/25 | P | 2023-04-20 | 2025-02-13 | $53,474 | $50,148 | $3,326 | $3,326 |
| US TREAS NT 2.875% 5/25 UST NOTE DUE 5/31/25 | P | 2022-04-25 | 2025-02-13 | $75,104 | $74,871 | $233 | $233 |
| US TREAS NT 3% 10/25 UST NOTE DUE 10/31/25 | P | 2023-07-26 | 2025-02-13 | $76,941 | $74,035 | $2,906 | $2,906 |
| VANGUARD S&P MID CAP 400 ETF | P | 2018-02-07 | 2025-02-13 | $429,458 | $236,990 | $192,468 | $192,468 |
| ISHARES CORE US AGGREGATE BOND ETF | P | 2018-02-07 | 2025-02-14 | $151,603 | $167,479 | -$15,876 | -$15,876 |
| VANGUARD S&P 500 ETF | P | 2018-02-07 | 2025-02-14 | $250,801 | $111,926 | $138,875 | $138,875 |
| VANGUARD S&P 500 ETF | P | 2018-02-07 | 2025-02-18 | $568,554 | $251,959 | $316,595 | $316,595 |
| VANGUARD S&P SMALL CAP 600 ETF | P | 2018-02-07 | 2025-02-24 | $219,381 | $135,726 | $83,655 | $83,655 |
| VANGUARD S&P SMALL CAP 600 ETF | P | 2018-02-07 | 2025-02-25 | $209,701 | $130,814 | $78,887 | $78,887 |
| FHLB 3.45% DUE 6/27/25 | P | 2022-07-22 | 2025-02-26 | $20,017 | $19,966 | $51 | $51 |
| SCHWAB GOVERNMENT MONEY | P | 2025-01-01 | 2025-02-26 | $60,000 | $60,000 | $0 | $0 |
| VANGUARD TOTAL STOCK MARKET ETF | P | 2022-07-29 | 2025-02-26 | $406,666 | $283,667 | $122,999 | $122,999 |
| DIMENSIONAL EMERG MARK CRE EQY 2 ETF | P | 2025-02-11 | 2025-10-09 | $20,014 | $16,430 | $3,584 | $3,584 |
| DIMENSIONAL INTERN CORE EQUITY 2 ETF | P | 2025-02-11 | 2025-10-09 | $35,045 | $28,798 | $6,247 | $6,247 |
| DIMENSIONAL EMERG MARK CRE EQY 2 ETF | P | 2025-02-11 | 2025-12-12 | $4,995 | $4,061 | $934 | $934 |
| DIMENSIONAL INTERN CORE EQUITY 2 ETF | P | 2025-02-11 | 2025-12-12 | $25,115 | $19,835 | $5,280 | $5,280 |
| DIMENSIONAL US CORE EQUITY 2 ETF | P | 2025-02-11 | 2025-12-12 | $185,113 | $164,894 | $20,219 | $20,219 |
| SCHWAB GOVERNMENT MONEY | P | 2025-01-01 | 2025-12-12 | $55,000 | $55,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,297,549 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $17,763 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | AMIE M KAHLER | IndividualWithBooksNm |
| Phone | 4108281961 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 W PENNSYLVANIA AVE 7TH FLOOR | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROL C HAISLIP | ||||||||
| 1929 BLUE MOUNT RD | MONKTON | MD | 21111 | TREASURER/ DIRECTOR | 0.50 | $0 | $0 | $0 |
| RICHARD HOOK | ||||||||
| 153 FRIAR TUCK HILL | SHERWOOD FOREST | MD | 21405 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| VIRGINIA CAMPBELL | ||||||||
| 8 CANDLELIGHT COURT | TIMONIUM | MD | 21093 | PRESIDENT/ DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARCIE MCHALE | ||||||||
| 1128 22ND AVE EAST | SEATTLE | WA | 98112 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| J TYLER CAMPBELL | ||||||||
| PO BOX 373 | CHESTERTOWN | MD | 21620 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SARAH JANNEY | ||||||||
| 40 SPARKS FARM ROAD | SPARKS | MD | 21152 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LIND COLTHARP | ||||||||
| 1003 BATTS NECK RD | STEVENSVILLE | MD | 21666 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,896,086 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,971,171 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,971,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,896,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,463 | TotalTaxAmt |
| Distributable Before Adj | $225,367 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $225,367 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $225,367 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $253,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $253,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,367 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $5,886 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $253,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,367 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,133 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,417 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,417 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,886 | ExcessFromYear3Amt |
| Excess From Year1 | $398 | ExcessFromYear1Amt |
| Excess From Current Year | $28,133 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VIRGINIA T CAMPBELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 W PENNSYLVANIA AVE 7TH FLOOR | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4105601170 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, STATED AS BRIEFLY AS POSSIBLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ADDRESSED BY FOUNDATION BOARD. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANIMAL CARE SHELTER | ||||||
| 10720 AUGUSTINE HERMAN HWY | CHESTERTOWN | MD | 21620 | PC | UNRESTRICTED | $2,000 |
| ARTS FOR LEARNING MARYLAND | ||||||
| 21 E NORTH AVENUE | BALTIMORE | MD | 21202 | PC | UNRESTRICTED | $2,000 |
| ASSISTANCE CENTER OF TOWSON CHURCHES | ||||||
| 116 W PENNSYLVANIA AVE | TOWSON | MD | 21204 | PC | UNRESTRICTED | $2,500 |
| AUDUBON MARYLAND - DC | ||||||
| 2901 E BALTIMORE ST | BALTIMORE | MD | 21224 | PC | UNRESTRICTED | $2,000 |
| B&O RAILROAD MUSEUM | ||||||
| 901 W PRATT ST | BALTIMORE | MD | 21223 | PC | UNRESTRICTED | $2,000 |
| BALTIMORE ABORTION FUND | ||||||
| 822 GUILFORD AVE SUITE 1864 | BALTIMORE | MD | 21202 | PC | UNRESTRICTED | $2,000 |
| BALTIMORE CHORAL ARTS SOCIETY | ||||||
| 1316 PARK AVE | BALTIMORE | MD | 21217 | PC | UNRESTRICTED | $2,000 |
| BALTIMORE EDUCATION SCHOLARSHIP TRUST | ||||||
| 808 N CHARLES ST SUITE 200C | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $4,000 |
| BALTIMORE HUMANE SOCIETY | ||||||
| 1601 NICODEMUS RD | REISTERSTOWN | MD | 21136 | PC | UNRESTRICTED | $2,000 |
| BALTIMORE MUSEUM OF ART | ||||||
| 10 ART MUSEUM DR | BALTIMORE | MD | 21218 | PC | UNRESTRICTED | $2,000 |
| BALTIMORE MUSEUM OF INDUSTRY | ||||||
| 1415 KEY HIGHWAY | BALTIMORE | MD | 21230 | PC | UNRESTRICTED | $2,000 |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $2,000 |
| BE MORE CARING INC | ||||||
| 116 ROESLER RD | GLEN BURNIE | MD | 21060 | PC | UNRESTRICTED | $2,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 3600 CLIPPER MILL RD SUITE 250 | BALTIMORE | MD | 21211 | PC | UNRESTRICTED | $2,000 |
| BLUE WATER BALTIMORE | ||||||
| 2631 SISSON ST | BALTIMORE | MD | 21211 | PC | UNRESTRICTED | $2,000 |
| BOYS LATIN SCHOOL OF MARYLAND | ||||||
| 822 W LAKE AVE | BALTIMORE | MD | 21210 | PC | STUDENT FINANCIAL AID | $500 |
| BRIDGES AT WORTHMORE INC | ||||||
| 11570 STILL POND RD | WORTON | MD | 21678 | PC | UNRESTRICTED | $2,000 |
| BROWN MEMORIAL TUTORING PROGRAM | ||||||
| 1316 PARK AVE | BALTIMORE | MD | 21217 | PC | UNRESTRICTED | $2,000 |
| CAMP OPPORTUNITY | ||||||
| PO BOX 46 | BALDWIN | MD | 21013 | PC | UNRESTRICTED | $2,000 |
| CAROLINE CENTER | ||||||
| 900 SOMERSET ST | BALTIMORE | MD | 21202 | PC | UNRESTRICTED | $2,000 |
| CASA OF BALTIMORE COUNTY | ||||||
| 102 W PENNSYLVANIA AVENUE 101 | TOWSON | MD | 21204 | PC | UNRESTRICTED | $2,000 |
| CENTER FOR HOPE | ||||||
| 5400 PREAKNESS WAY | BALTIMORE | MD | 21215 | PC | UNRESTRICTED | $2,000 |
| CENTER STAGE | ||||||
| 700 N CALVERT ST | BALTIMORE | MD | 21202 | PC | UNRESTRICTED | $2,000 |
| CHADD OF GREATER BALTIMORE | ||||||
| 9800 COASTAL HWY UNIT 1001 | OCEAN CITY | MD | 21842 | PC | UNRESTRICTED | $2,000 |
| CHESAPEAKE BAY FOUNDATION | ||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | PC | UNRESTRICTED | $2,000 |
| CHESAPEAKE SHAKESPEARE COMPANY | ||||||
| 7 S CALVERT ST | BALTIMORE | MD | 21202 | PC | UNRESTRICTED | $2,000 |
| CIRCLE PROGRAM | ||||||
| 85 MAIN ST | PLYMOUTH | NH | 03264 | PC | UNRESTRICTED | $2,000 |
| COLLEGE BOUND FOUNDATION | ||||||
| 2601 N HOWARD ST SUITE 210 | BALTIMORE | MD | 21218 | PC | UNRESTRICTED | $2,500 |
| COLLINGTON SQUARE NON-PROFIT CORPORATION | ||||||
| 5002 RITCHIE HWY | BROOKLYN PARK | MD | 21225 | PC | UNRESTRICTED | $2,000 |
| COMMUNITY ASSISTANCE NETWORK | ||||||
| 7900 E BALTIMORE ST | BALTIMORE | MD | 21224 | PC | UNRESTRICTED | $2,500 |
| CREATIVE ALLIANCE | ||||||
| 3134 EASTERN AVE | BALTIMORE | MD | 21224 | PC | UNRESTRICTED | $2,000 |
| DEFENDERS OF ANIMAL RIGHTS | ||||||
| 14412 OLD YORK ROAD PO BOX 25 | PHOENIX | MD | 21131 | PC | UNRESTRICTED | $2,000 |
| DEMATHA HIGH SCHOOL | ||||||
| 4313 MADISON ST | HYATTSVILLE | MD | 20781 | NC | STUDENT FINANCIAL AID | $2,000 |
| DYSLEXIA TUTORING PROGRAM | ||||||
| 711 W 40TH ST SUITE 310 | BALTIMORE | MD | 21211 | PC | UNRESTRICTED | $2,000 |
| ECHO HILL OUTDOOR SCHOOL | ||||||
| 13655 BLOOMINGNECK RD | WORTON | MD | 21678 | NC | UNRESTRICTED | $2,000 |
| ENOCH PRATT FREE LIBRARY | ||||||
| 400 CATHEDRAL ST | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $2,500 |
| ENTERPRISE COMMUNITY PARTNERS | ||||||
| PO BOX 64854 | BALTIMORE | MD | 212644854 | PC | UNRESTRICTED | $2,000 |
| EVERYMAN THEATRE | ||||||
| 315 W FAYETTE | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $2,000 |
| FARM TO PANTRY | ||||||
| PO BOX 191 | HEALDSBURG | CA | 95448 | PC | UNRESTRICTED | $3,000 |
| GALLATIN VALLEY LAND TRUST | ||||||
| PO BOX 7021 | BOZEMAN | MT | 59771 | PC | UNRESTRICTED | $3,000 |
| GILMAN SCHOOL | ||||||
| 5407 ROLAND AVE | BALTIMORE | MD | 21210 | NC | UNRESTRICTED | $2,000 |
| GUIDE DOGS FOR THE BLIND | ||||||
| PO BOX 151200 | SAN RAFAEL | CA | 949151200 | PC | UNRESTRICTED | $2,000 |
| HAVEN MINISTRIES | ||||||
| PO BOX 44 | CHESTER | MD | 21619 | PC | UNRESTRICTED | $2,000 |
| HEALTH CARE FOR HOMELESS | ||||||
| 421 THE FALLSWAY | BALTIMORE | MD | 21202 | PC | UNRESTRICTED | $2,500 |
| HEROES HELPING HEROES | ||||||
| 4990 MERCANTILE RD 43574 | NOTTINGHAM | MD | 21236 | PC | UNRESTRICTED | $2,000 |
| HORIZONS OF KENT COUNTY | ||||||
| 116 B SOUTH LYNCHBURG ST | CHESTERTOWN | MD | 21620 | PC | UNRESTRICTED | $2,000 |
| IMAGINE ME MINISTRIES | ||||||
| 25 E CHESTNUT HILL LANE | REISTERSTOWN | MD | 21136 | PC | UNRESTRICTED | $2,000 |
| INDEPENDENT COLLEGE FUND OF MARYLAND | ||||||
| 140 SOUTH ST | ANNAPOLIS | MD | 21401 | PC | UNRESTRICTED | $2,500 |
| IRVINE NATURE CENTER | ||||||
| 11201 GARRISON FOREST RD | OWINGS MILLS | MD | 21117 | PC | UNRESTRICTED | $2,500 |
| JUBILEE BALTIMORE | ||||||
| 25 EAST 20TH ST | BALTIMORE | MD | 21218 | PC | UNRESTRICTED | $2,500 |
| JUNIOR ACHIEVEMENT OF CENTRAL MARYLAND | ||||||
| 1725 TWIN SPRINGS RD | BALTIMORE | MD | 21227 | PC | UNRESTRICTED | $2,000 |
| KENT SCHOOL | ||||||
| 6788 WILKINS LN | CHESTERTOWN | MD | 21620 | NC | STUDENT FINANCIAL AID | $1,000 |
| LIVING CLASSROOMS FOUNDATION | ||||||
| 1417 THAMES STREET | BALTIMORE | MD | 21231 | PC | UNRESTRICTED | $2,500 |
| MARYLAND CENTER FOR HISTORY AND CULTURE | ||||||
| 610 PARK AVENUE | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $2,000 |
| MARYLAND COALITION OF FAMILIES | ||||||
| 8950 STATE ROUTE 108 | COLUMBIA | MD | 21045 | PC | UNRESTRICTED | $2,000 |
| MARYLAND FOOD BANK | ||||||
| 2200 HALETHORPE FARMS | BALTIMORE | MD | 21227 | PC | UNRESTRICTED | $2,500 |
| MARYLAND SCHOOL FOR THE BLIND | ||||||
| 3501 TAYLOR AVE | BALTIMORE | MD | 21236 | PC | UNRESTRICTED | $2,500 |
| MARYLAND SCIENCE CENTER | ||||||
| 601 LIGHT ST | BALTIMORE | MD | 21230 | PC | UNRESTRICTED | $2,000 |
| MARYLAND SPCA | ||||||
| 3300 FALLS RD | BALTIMORE | MD | 21211 | PC | UNRESTRICTED | $2,000 |
| MEALS ON WHEELS OF CENTRAL MARYLAND | ||||||
| 515 S HAVEN ST | BALTIMORE | MD | 21224 | PC | UNRESTRICTED | $2,000 |
| MIDDLE GRADES PARTNERSHIP | ||||||
| 1500 UNION AVE 1320 | BALTIMORE | MD | 21211 | PC | UNRESTRICTED | $2,000 |
| MOUNT WASHINGTON PEDIATRIC HOSPITAL INC | ||||||
| 1708 W ROGERS AVE | BALTIMORE | MD | 21209 | PC | UNRESTRICTED | $2,000 |
| ONE LOVE FOUNDATION | ||||||
| PO BOX 69589 | BALTIMORE | MD | 21264 | PC | UNRESTRICTED | $2,000 |
| OREGON RIDGE NATURE CENTER COUNCIL | ||||||
| 13555 BEAVER DAM RD | COCKEYSVILLE | MD | 21030 | PC | UNRESTRICTED | $2,000 |
| PARKS & PEOPLE FOUNDATION | ||||||
| 2100 LIBERTY HEIGHTS AVENUE | BALTIMORE | MD | 21217 | PC | UNRESTRICTED | $2,000 |
| PLANNED PARENTHOOD OF MARYLAND | ||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $2,000 |
| PORT DISCOVERY CHILDREN'S MUSEUM | ||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | PC | UNRESTRICTED | $2,000 |
| PROSPECT HILL CEMETERY OF TOWSON INC | ||||||
| PO BOX 322 | RIDERWOOD | MD | 211390322 | PC | CAPITAL | $15,000 |
| PROSPECT HILL CEMETERY OF TOWSON INC | ||||||
| PO BOX 322 | RIDERWOOD | MD | 211390322 | PC | UNRESTRICTED | $2,500 |
| PS 230 PTA | ||||||
| 1 ALBEMARLE RD | BROOKLYN | NY | 11218 | PC | UNRESTRICTED | $2,000 |
| SADDLE UP SCHOLARS | ||||||
| 419B CALVARY RD | CHURCHVILLE | MD | 21028 | PC | UNRESTRICTED | $2,000 |
| SAMUEL READY SCHOLARSHIPS | ||||||
| PO BOX 202 | RIDERWOOD | MD | 21139 | PC | UNRESTRICTED | $2,000 |
| SHEPPARD & ENOCH PRATT HEALTH SYSTEM | ||||||
| 6501 N CHARLES ST | BALTIMORE | MD | 21204 | PC | UNRESTRICTED | $2,000 |
| SHORERIVERS | ||||||
| 207 SOUTH WATER ST UNIT B | CHESTERTOWN | MD | 21620 | PC | UNRESTRICTED | $2,000 |
| SOARING EAGLE | ||||||
| PO DRAWER 879 | BILLINGS | MT | 59103 | PC | UNRESTRICTED | $6,000 |
| SPECIAL OLYMPICS MARYLAND | ||||||
| 3701 COMMERCE DR 103 | BALTIMORE | MD | 21227 | PC | UNRESTRICTED | $2,000 |
| ST VINCENT DE PAUL OF BALTIMORE | ||||||
| 2305 N CHARLES ST | BALTIMORE | MD | 21218 | NC | UNRESTRICTED | $2,000 |
| TALMAR | ||||||
| 1994 CROMWELL BRIDGE RD | BALTIMORE | MD | 21234 | PC | UNRESTRICTED | $2,000 |
| THE LYRIC FOUNDATION | ||||||
| 110 WEST MOUNT ROYAL AVE | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $2,000 |
| THE MARYLAND SCHOOL FOR THE BLIND | ||||||
| 3501 TAYLOR AVE | BALTIMORE | MD | 21236 | NC | UNRESTRICTED | $2,000 |
| THE MARYLAND ZOO IN BALTIMORE | ||||||
| 1876 MANSION HOUSE DR | BALTIMORE | MD | 21217 | PC | UNRESTRICTED | $2,500 |
| THE NATIONAL AQUARIUM IN BALTIMORE | ||||||
| PIER 3 501 E PRATT ST | BALTIMORE | MD | 21202 | PC | UNRESTRICTED | $2,000 |
| THE STEWARD SCHOOL | ||||||
| 11600 GAYTON RD | RICHMOND | VA | 232383423 | NC | UNRESTRICTED | $2,000 |
| WALDORF SCHOOL OF BALTIMORE | ||||||
| 4801 TAMARIND ROAD | BALTIMORE | MD | 21209 | NC | OPERATING GRANT | $2,000 |
| WALTERS ART MUSEUM | ||||||
| 600 N CHARLES ST | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $2,000 |
| Y OF CENTRAL MARYLAND-OROKAWA FAMILY CTR | ||||||
| 303 W CHESAPEAKE AVE | TOWSON | MD | 21204 | PC | UNRESTRICTED | $2,000 |
| YOUTHCARE | ||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | PC | UNRESTRICTED | $3,000 |
| RICHCROFT INC | ||||||
| 53 LOVETON CIRCLE SUITE 205 | SPARKS | MD | 21152 | PC | CAPITAL | $20,000 |
| UNIVERSITY OF MARYLAND BALTIMORE | ||||||
| 220 NORTH ARCH STREET 14TH FLOOR | BALTIMORE | MD | 21201 | NC | CAPITAL | $15,000 |
| THE FAMILY TREE | ||||||
| 2108 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | PC | UNRESTRICTED | $2,000 |
| GATEWAY MARYLAND | ||||||
| 5900 METRO DRIVE | BALTIMORE | MD | 21215 | PC | UNRESTRICTED | $2,000 |
| HOPE IGNITES BALTIMORE | ||||||
| 3817 FLEETWOOD AVE | BALTIMORE | MD | 21206 | PC | UNRESTRICTED | $2,000 |
| RICHCROFT INC | ||||||
| 53 LOVETON CIRCLE SUITE 205 | BALTIMORE | MD | 21152 | PC | STUDENT FINANCIAL AID | $2,500 |
| ST MICHAEL'S COMMUNITY CENTER | ||||||
| PO BOX 354 | ST MICHAELS | MD | 21663 | PC | UNRESTRICTED | $3,000 |
| SINKYONE SANCTUARY | ||||||
| 116 SCHOOLHOUSE LN 1068 | GEYERSVILLE | CA | 95441 | PC | UNRESTRICTED | $3,000 |
| COCKEYSVILLE VOLUNTEER FIRE COMPANY | ||||||
| PO BOX 344 | COCKEYSVILLE | MD | 21030 | PC | UNRESTRICTED | $2,000 |
| NATIONAL ALLIANCE OF MENTAL ILLNESS | ||||||
| PO BOX 49104 | BALTIMORE | MD | 21297 | PC | UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $253,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,588 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,297,549 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,419,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,419,137 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $6,725 | Amt |
| Net Investment Income | $6,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB US REIT | $319,304 | $319,304 |
| 4414 SHS COPT | $2,780 | $2,780 |
| 218 FRT | $21,974 | $21,974 |
| ISHS IBONDS DEC 2027 | $102,389 | $102,389 |
| DIMENSIONAL SHRT DRT FXD INCM | $945,334 | $945,334 |
| DIMENSIONAL EMRG MARK CRE EQY 2 | $165,003 | $165,003 |
| DIMENSIONAL INTERN CORE EQY 2 | $328,404 | $328,404 |
| DIMENSIONAL US CORE EQY 2 | $2,425,283 | $2,425,283 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $181,521 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $181,521 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB GOVT MONEY | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $522,132 | BookValueAmt |
| EOYFMV | $522,132 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $839,411 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $612 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $612 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $11,612 | Amt |
| Net Investment Income | $11,612 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $344 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments