FEATHER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FEATHER FOUNDATION INC (EIN 01-0632648)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349100833
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T07:25:15-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830564535 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRENCH SHEPLEY & STRONG LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 MCCORMICK RD EP 3 STE 300 | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21031 | 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 | 010632648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEATHER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEAT | BusinessNameControlTxt |
| Phone | 4108250374 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 816 | AddressLine1Txt |
| City | BROOKLANDVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210220816 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDITH H GARRETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4108250374 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA STRONG | PreparerPersonNm |
| PTIN | P01011712 | PTIN |
| Phone | 4433918580 | PhoneNum |
| Preparation | 2026-05-08 | 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 | $4,261,255 | 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 | $44,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,125,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,871,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,125,510 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,170,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,170,232 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,035 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,171 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $321 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $367 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,356 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,667 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,168,726 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,168,726 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,198,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,356 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,171,393 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,145,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $642,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $616,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $616,649 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,801,992 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,627,764 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,643,274 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,435 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,403 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,332 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,445,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,245,816 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,261,255 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,445,813 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,245,816 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,445,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,245,816 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,445,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,245,816 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,445,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,367 | ExcessRevenueOverExpensesAmt |
| Other Increases | $828,370 | OtherIncreasesAmt |
| Subtotal | $3,245,816 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,245,816 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,871,722 | GrossSalesPriceAmt |
| Cost Or Other Basis | $746,212 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,125,510 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,125,510 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,125,510 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,928 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,928 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,928 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | 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 | $1,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14,248 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4108250374 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 816 | AddressLine1Txt |
| City | BROOKLANDVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210220816 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| EDITH H GARRETT | ||||||||
| PO BOX 816 | BROOKLANDVILLE | MD | 21022 | TREASURER | 2.00 | $0 | $0 | $0 |
| JAMES R GARRETT | ||||||||
| PO BOX 816 | BROOKLANDVILLE | MD | 21022 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| SPENCER H GARRETT | ||||||||
| PO BOX 816 | BROOKLANDVILLE | MD | 21022 | PRESIDENT | 1.00 | $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 | $3,973,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $679,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,653,905 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,653,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,584,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,928 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,928 | TotalTaxAmt |
| Distributable Before Adj | $213,277 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,277 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,277 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,171,393 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,171,393 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $242,473 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,171,393 | QualifyingDistributionsAmt |
| Applied To Year1 | $242,473 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $213,277 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $715,643 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $715,643 | 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 | $715,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $715,643 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 350ORG | ||||||
| PO BOX 843004 | BOSTON | MA | 02284 | PC | UNRESTRICTED | $500 |
| B&O RAILROAD | ||||||
| 901 W PRATT STREET | BALTIMORE | MD | 21223 | PC | UNRESTRICTED | $500 |
| BALTIMORE MUSEUM OF ART | ||||||
| 10 ART MUSEUM DR | BALTIMORE | MD | 21218 | PC | UNRESTRICTED | $5,000 |
| CALVERT SCHOOL | ||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | PC | CALVERT FUND | $1,500 |
| CHESAPEAKE BAY OUTWARD BOUND SCHOOL | ||||||
| 1900 EAGLE DR | BALTIMORE | MD | 21207 | PC | ROBERT & KATHERINE GARRETT SCHOLARSHIP FUND | $407,364 |
| CHURCH OF THE REDEEMER | ||||||
| 5603 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | PC | UNRESTRICTED | $9,863 |
| CYLBURN ABORETUM FRIENDS | ||||||
| 4915 GREENSPRING AVE | BALTIMORE | MD | 21209 | PC | EDUCATION ENDOWMENT FUND | $48,330 |
| EVERGREEN HOUSE FOUNDATION INC | ||||||
| 4545 N CHARLES ST | BALTIMORE | MD | 21210 | PC | 75TH ANNIVERSARY BOOK FUND | $10,000 |
| FUND FOR JOHNS HOPKINS MEDICINE | ||||||
| 750 EAST PRATT STREET | BALTIMORE | MD | 21202 | PC | JHU INSTITUTE OF GENETIC MEDICINE | $256,027 |
| GILMAN SCHOOL | ||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | PC | GARRETT GENERATIONS FUND | $158,254 |
| HARVARD UNIVERSITY | ||||||
| 13 APPIAN WAY | CAMBRIDGE | MA | 02138 | PC | HARVARD GRADUATE SCHOOL OF EDUCATION | $500 |
| INTERNATIONAL COLLEGE | ||||||
| 215 PARK AVENUE SUITE 1710 | NEW YORK | NY | 10003 | PC | TEACHING FELLOWS SCHOLARSHIP FUND | $9,727 |
| IRVINE NATURE CENTER | ||||||
| 11201 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | PC | ENDOWMENT | $48,884 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 615 N WOLFE STREET | BALTIMORE | MD | 21205 | PC | EVERGREEN MUSEUM AND LIBRARY | $1,000 |
| MARYLAND CENTER FOR HISTORY AND CULTURE | ||||||
| 610 PARK AVE | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $500 |
| MISS PORTER'S SCHOOL | ||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | PC | ANNUAL FUND - OPERATING EXPENSES | $1,500 |
| NETWORK FOR GOOD | ||||||
| 4 SOUTH MAIN STREET | IPSWICH | MA | 01938 | PC | QUEBEC-LABRADOR FOUNDATION | $515 |
| NORTH COUNTRY SCHOOL | ||||||
| 4382 CASCADE ROAD | LAKE PLACID | NY | 12946 | PC | ENDOWMENT FUND FOR GARDENS AND GREENHOUSE | $52,429 |
| PRINCETON UNIVERSITY | ||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | PC | FRIENDS OF OUTDOOR ACTION ENDOWMENT FUND | $50,162 |
| PRINCETON UNIVERSITY | ||||||
| 100 OVERLOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | PC | ANNUAL GIVING | $49,335 |
| ROLAND PARK COUNTRY SCHOOL | ||||||
| 5204 ROLAND AVE | BALTIMORE | MD | 21210 | PC | EDUCATION FOR SUSTAINABILITY ENDOWMENT | $24,570 |
| SAN FRANCISCO AIDS FOUNDATION (SFAF) | ||||||
| 940 HOWARD STREET | SAN FRANCISCO | CA | 94103 | PC | UNRESTRICTED | $4,545 |
| THE MARFAN FOUNDATION INC | ||||||
| 22 MANHASSET AVENUE | PORT WASHINGTON | NY | 11050 | PC | UNRESTRICTED | $521 |
| THE WOODSTOCK FOUNDATION | ||||||
| PO BOX 489 | WOODSTOCK | VT | 05091 | PC | BILLINGS FARM & MUSEUM - WILLYS FUND | $25,000 |
| WAMU | ||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PC | UNRESTRICTED | $350 |
| WHEATON COLLEGE | ||||||
| E MAIN STREET | NORTON | MA | 02766 | PC | ANNUAL GIVING | $1,500 |
| WYPR | ||||||
| 2216 N CHARLES ST | BALTIMORE | MD | 21218 | PC | UNRESTRICTED | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,168,726 | 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 | $44,722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,125,510 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,170,232 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,170,232 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF PART III - OTHER INCREASES TO CHANGES IN FUND BALANCE | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION CONTIBUTED SHARES OF COMMON STOCK OF CROWDSTRIKE, MASTERCARD, MOODYS, SHOPIFY, BIO-TECHNE, VERISK, AND VISA TO VARIOUS CHARITIES ON MAY 8, 2025. THE TOTAL FAIR MARKET VALUE OF THE STOCK GIFTS IS $1,112,595 AND THE COST BASIS OF THE GIFTED STOCKS IS $284,225. THE DIFFERENCE BETWEEN FAIR MARKET VALUE AND COST BASIS IS $828,370 AND IS THE ADJUSTMENT TO FUND BALANCE. THE CONTRIBUTIONS WERE VALUED USING THE MEAN TRADE VALUE OF THE STOCK ON THE DATE OF THE GIFT.STOCK SHARES COST FMVCROWDSTRIKE 300 $42,815 $ 128,644MASTERCARD 436 40,296 247,585MOODYS 107 7,521 51,097SHOPIFY 605 34,041 55,671BIO-TECHNE 1,099 42,426 54,011VISA 1,010 20,339 357,748VERISK 700 96,787 217,839 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MANAGED ACCOUNT DF DENT | StockNm |
| EOY Book Value | $2,627,764 | EOYBookValueAmt |
| EOYFMV | $3,643,274 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FNMA AND GNMA | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,403 | BookValueAmt |
| EOYFMV | $1,332 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES AND EXPENSES | Desc |
| Revenue And Expenses Per Books | $367 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $367 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV IN EXCESS OF COST BASIS - STOCK GRANTS TO CHARITIES (SEE ATTACHED) | Desc |
| Amt | $828,370 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $24,035 | $24,035 | $0 |
| BOOKKEEPING | $500 | $0 | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $321 | $321 | $0 |
| EXCISE TAXES | $2,850 | $0 | $0 |
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