THE HUETHER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE HUETHER FOUNDATION INC (EIN 52-1435090)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-02
- IRS object ID
- 202611539349100411
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-02T12:48:12-05:00 | 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 | 521435090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUETHERMCCLELLAND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUET | BusinessNameControlTxt |
| Phone | 4104588098 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14000 FOX RUN COURT | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE R MCCLELLAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4104588098 | PhoneNum |
| Signature | 2026-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANEEN M ARMSTRONG | PreparerPersonNm |
| PTIN | P00266667 | PTIN |
| Phone | 4108281961 | PhoneNum |
| Preparation | 2026-06-02 | 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 | $16,507,114 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $469,173 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $424,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $424,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,154,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,046,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,154,320 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,048,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,578,880 | 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 | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $867 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $717,365 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $717,365 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $754,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $717,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,293,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,578,013 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,874 | CashBOYAmt |
| Cash EOY | $65,050 | CashEOYAmt |
| Cash EOYFMV | $65,050 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $482,766 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $713,474 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $713,474 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $463,186 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,285,893 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,788,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,728,590 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,276,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,567,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,507,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,276,719 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,567,033 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,276,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,567,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,276,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,567,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,276,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,293,379 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,570,098 | SubtotalAmt |
| Other Decreases | $3,065 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,567,033 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| COCA-COLA CO | 2024-12-13 | 2025-01-16 | $98 | $102 | -$4 | -$4 | |
| CSX CORP | 2024-12-12 | 2025-01-16 | $252 | $264 | -$12 | -$12 | |
| PFIZER INC | 2024-11-29 | 2025-01-16 | $166 | $168 | -$2 | -$2 | |
| T ROWE PRICE GROWTH STOCK FUND I CLASS | 2024-12-12 | 2025-01-16 | $9,146 | $9,476 | -$330 | -$330 | |
| ENTERPRISE PRODUCTS PARTNERS, L.P. | 2024-11-14 | 2025-01-24 | $1,687 | $1,575 | $112 | $112 | |
| ENTERPRISE PRODUCTS PARTNERS, L.P. | 2009-03-12 | 2025-01-24 | $100,218 | $25,821 | $74,397 | $74,397 | |
| APPLE INC | 2016-08-17 | 2025-11-10 | $20,094 | $2,037 | $18,057 | $18,057 | |
| CSX CORP | 2012-04-26 | 2025-01-16 | $70,824 | $16,388 | $54,436 | $54,436 | |
| CSX CORP | 2012-04-26 | 2025-01-17 | $27 | $6 | $21 | $21 | |
| ISHARES TIPS BOND ETF | 2019-05-03 | 2025-01-24 | $52 | $55 | -$3 | -$3 | |
| ISHARES TIPS BOND ETF | 2019-06-05 | 2025-01-24 | $941 | $1,013 | -$72 | -$72 | |
| PFIZER INC | 2011-11-03 | 2025-01-16 | $10,322 | $7,515 | $2,807 | $2,807 | |
| PFIZER INC | 2011-11-03 | 2025-01-17 | $12 | $8 | $4 | $4 | |
| T ROWE PRICE GROWTH STOCK FUND I CLASS | 2021-12-14 | 2025-01-16 | $1,446 | $1,436 | $10 | $10 | |
| T ROWE PRICE GROWTH STOCK FUND I CLASS | 2021-12-14 | 2025-01-16 | $3,807 | $3,782 | $25 | $25 | |
| T ROWE PRICE GROWTH STOCK FUND I CLASS | 2022-12-13 | 2025-01-16 | $164 | $103 | $61 | $61 | |
| T ROWE PRICE GROWTH STOCK FUND I CLASS | 2022-12-13 | 2025-01-16 | $4,253 | $2,671 | $1,582 | $1,582 | |
| T ROWE PRICE GROWTH STOCK FUND I CLASS | 2023-12-13 | 2025-01-16 | $4,656 | $3,788 | $868 | $868 | |
| COCA-COLA CO | 1990-02-23 | 2025-01-16 | $12,787 | $813 | $11,974 | $11,974 | |
| COCA-COLA CO | 1990-02-23 | 2025-01-17 | $38 | $2 | $36 | $36 | |
| ISHARES TIPS BOND ETF | 2009-07-02 | 2025-01-24 | $168,931 | $161,392 | $7,539 | $7,539 | |
| ISHARES TIPS BOND ETF | 2009-07-02 | 2025-01-27 | $34 | $32 | $2 | $2 | |
| MCCORMICK &COMPANY INC | 1996-02-04 | 2025-11-10 | $29,335 | $2,770 | $26,565 | $26,565 | |
| T ROWE PRICE GROWTH STOCK FUND I CLASS | 2008-12-12 | 2025-01-16 | $1,780 | $313 | $1,467 | $1,467 | |
| T ROWE PRICE GROWTH STOCK FUND I CLASS | 2009-05-15 | 2025-01-16 | $54,699 | $10,804 | $43,895 | $43,895 | |
| T ROWE PRICE GROWTH STOCK FUND I CLASS | 2009-05-15 | 2025-01-16 | $72,620 | $14,344 | $58,276 | $58,276 | |
| T ROWE PRICE MID CAP GROWTH | 2021-12-14 | 2025-01-16 | $19,400 | $10,359 | $9,041 | $9,041 | |
| T ROWE PRICE MID CAP GROWTH | 2005-12-14 | 2025-01-16 | $789 | $421 | $368 | $368 | |
| T ROWE PRICE MID CAP GROWTH | 2006-12-21 | 2025-01-16 | $22,273 | $11,795 | $10,478 | $10,478 | |
| T ROWE PRICE MID CAP GROWTH | 2006-12-21 | 2025-01-16 | $2,563 | $1,357 | $1,206 | $1,206 | |
| T ROWE PRICE MID CAP GROWTH | 2006-12-21 | 2025-01-16 | $488 | $259 | $229 | $229 | |
| T ROWE PRICE MID CAP GROWTH | 2007-12-20 | 2025-01-16 | $27,976 | $15,520 | $12,456 | $12,456 | |
| T ROWE PRICE MID CAP GROWTH | 2007-12-20 | 2025-01-16 | $5,457 | $3,028 | $2,429 | $2,429 | |
| T ROWE PRICE MID CAP GROWTH | 2007-12-20 | 2025-01-16 | $376 | $209 | $167 | $167 | |
| T ROWE PRICE MID CAP GROWTH | 2008-12-16 | 2025-01-16 | $20,439 | $6,175 | $14,264 | $14,264 | |
| T ROWE PRICE MID CAP GROWTH | 2008-12-16 | 2025-01-16 | $4,668 | $1,410 | $3,258 | $3,258 | |
| T ROWE PRICE MID CAP GROWTH | 2009-12-17 | 2025-01-16 | $230 | $106 | $124 | $124 | |
| T ROWE PRICE MID CAP GROWTH | 2010-12-16 | 2025-01-16 | $16,181 | $9,216 | $6,965 | $6,965 | |
| T ROWE PRICE MID CAP GROWTH | 2011-12-15 | 2025-01-16 | $35,000 | $17,381 | $17,619 | $17,619 | |
| T ROWE PRICE MID CAP GROWTH | 2011-12-15 | 2025-01-16 | $6,541 | $3,248 | $3,293 | $3,293 | |
| T ROWE PRICE MID CAP GROWTH | 2013-08-16 | 2025-01-16 | $89,417 | $60,025 | $29,392 | $29,392 | |
| T ROWE PRICE MID CAP GROWTH | 2016-02-10 | 2025-01-16 | $40,113 | $25,000 | $15,113 | $15,113 | |
| T ROWE PRICE MID CAP GROWTH | 2016-03-14 | 2025-01-16 | $33,425 | $23,235 | $10,190 | $10,190 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2002-04-01 | 2025-01-16 | $4,116 | $1,913 | $2,203 | $2,203 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2002-12-26 | 2025-01-16 | $1,504 | $609 | $895 | $895 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2002-12-26 | 2025-01-16 | $1,316 | $533 | $783 | $783 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2002-12-26 | 2025-01-16 | $188 | $76 | $112 | $112 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2003-12-18 | 2025-01-16 | $2,607 | $1,391 | $1,216 | $1,216 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2003-12-18 | 2025-01-16 | $869 | $464 | $405 | $405 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2003-12-18 | 2025-01-16 | $362 | $193 | $169 | $169 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2004-02-12 | 2025-01-16 | $17,369 | $10,025 | $7,344 | $7,344 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2004-12-15 | 2025-01-16 | $6,460 | $4,216 | $2,244 | $2,244 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2004-12-15 | 2025-01-16 | $1,044 | $681 | $363 | $363 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2004-12-15 | 2025-01-16 | $587 | $383 | $204 | $204 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2005-12-14 | 2025-01-16 | $11,010 | $7,716 | $3,294 | $3,294 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2005-12-14 | 2025-01-16 | $1,070 | $750 | $320 | $320 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2005-12-14 | 2025-01-16 | $63 | $44 | $19 | $19 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2007-12-20 | 2025-01-16 | $28,475 | $18,733 | $9,742 | $9,742 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2007-12-20 | 2025-01-16 | $1,644 | $1,081 | $563 | $563 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2007-12-20 | 2025-01-16 | $176 | $116 | $60 | $60 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2008-12-16 | 2025-01-16 | $17,564 | $7,302 | $10,262 | $10,262 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2008-12-16 | 2025-01-16 | $2,874 | $1,195 | $1,679 | $1,679 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2008-12-16 | 2025-01-16 | $1,277 | $531 | $746 | $746 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2009-12-17 | 2025-01-16 | $2,343 | $1,256 | $1,087 | $1,087 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2009-12-17 | 2025-01-16 | $631 | $338 | $293 | $293 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2010-02-01 | 2025-01-16 | $92,808 | $50,000 | $42,808 | $42,808 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2010-12-16 | 2025-01-16 | $4,311 | $2,842 | $1,469 | $1,469 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2010-12-16 | 2025-01-16 | $2,607 | $1,718 | $889 | $889 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2010-12-16 | 2025-01-16 | $902 | $595 | $307 | $307 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2011-12-15 | 2025-01-16 | $12,005 | $7,362 | $4,643 | $4,643 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2011-12-15 | 2025-01-16 | $2,864 | $1,756 | $1,108 | $1,108 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2011-12-15 | 2025-01-16 | $220 | $135 | $85 | $85 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2012-12-17 | 2025-01-16 | $5,518 | $3,869 | $1,649 | $1,649 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2016-02-10 | 2025-01-16 | $40,914 | $25,000 | $15,914 | $15,914 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2016-03-14 | 2025-01-16 | $36,937 | $25,000 | $11,937 | $11,937 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2016-04-21 | 2025-01-16 | $32,272 | $22,652 | $9,620 | $9,620 | |
| T ROWE PRICE SMALL CAP VALUE FUND | 2016-05-20 | 2025-01-16 | $35,864 | $25,000 | $10,864 | $10,864 | |
| TRP EQUITY INCOME | 2025-01-14 | 2025-01-23 | $5,777 | $5,147 | $630 | $630 | |
| TRP MID-CAP GROWTH | 2024-12-12 | 2025-05-23 | $3,308 | $3,089 | $219 | $219 | |
| TRP EQUITY INCOME | 2025-01-14 | 2025-01-23 | $36,150 | $32,207 | $3,943 | $3,943 | |
| TRP MID-CAP GROWTH | 2025-01-14 | 2025-05-23 | $33,869 | $31,629 | $2,240 | $2,240 | |
| TRP CAPITAL APP | 2024-11-21 | 2025-12-03 | $110,000 | $68,536 | $41,464 | $41,464 | |
| TRP EQUITY INCOME | 2025-01-14 | 2025-01-23 | $28,838 | $25,695 | $3,143 | $3,143 | |
| TRP MID-CAP GROWTH | 2025-01-14 | 2025-05-23 | $49,175 | $21,392 | $27,783 | $27,783 | |
| ELEVANCE HEALTH INC COM | 2024-12-26 | 2025-12-03 | $8,287 | $9,354 | -$1,067 | -$1,067 | |
| NVIDIA CORP COM | 2025-01-23 | 2025-02-10 | $6,726 | $7,288 | -$562 | -$562 | |
| REGENERON PHARMACEUTICALS INC COM | 2024-12-20 | 2025-04-22 | $5,838 | $7,063 | -$1,225 | -$1,225 | |
| CAPITAL GAINS DIVIDENDS | $494,153 | $494,153 | $494,153 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,154,320 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,934 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,934 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,934 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,426 | OverpaymentAmt |
| Applied To ES Tax | $24,426 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | GEORGE MCCLELLAND | IndividualWithBooksNm |
| Phone | 4104588098 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14000 FOX RUN COURT | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21131 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CATHERINE H MCCLELLAND | ||||||||
| 14000 FOX RUN CT | PHOENIX | MD | 21131 | SECRETARY | 0.00 | $0 | $0 | $0 |
| GEORGE R MCCLELLAND | ||||||||
| 14000 FOX RUN CT | PHOENIX | MD | 21131 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| H DOUGLAS HUETHER | ||||||||
| 1055 W JOPPA RD APT 601 | TOWSON | MD | 21204 | CHAIRMAN | 0.50 | $0 | $0 | $0 |
| COURTNEY GONZALEZ | ||||||||
| 1870 SIR RICHARD COURT | FINKSBURG | MD | 21048 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROBERT MCCLELLAND | ||||||||
| 1312 GRAFTON SHOP RD | BEL AIR | MD | 21014 | TREASURER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIP PROGRAM WITH THE HARFORD COUNTY, MD SCHOOL SYSTEM. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO A SENIOR IN A HARFORD COUNTY HIGH SCHOOL WHO PLANS TO PURSUE ENGINEERING STUDIES IN COLLEGE. RECIPIENT STUDENT IS REQUIRED TO MAINTAIN PASSING GRADES IN COLLEGE AS A CONDITION FOR KEEPING THE SCHOLARSHIP. THE SCHOLARSHIP AMOUNT IS $15,000 ANNUALLY AND CONTINUES FOR FOUR YEARS FOR NEW RECIPIENTS. THE SCHOLARSHIPS ARE PAID DIRECTLY TO COLLEGES WHERE THE RECIPIENTS ATTEND. | Description1Txt |
| Expenses1 | $60,000 | Expenses1Amt |
| Description2 | SCHOLARSHIP PROGRAM WITH INDEPENDENT CAN COMPANY EMPLOYEES. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO CHILDREN OF EMPLOYEES OF INDEPENDENT CAN COMPANY WHO MEET SPECIFIC CRITERIA. THE SCHOLARSHIP IS FOR $3,000 PER SEMESTER, WITH A MAXIMUM OF $6,000 FOR TWO SEMESTERS. THE SCHOLARSHIPS WERE PAID DIRECTLY TO THE COLLEGES WHERE THE RECIPIENTS ATTEND. | Description2Txt |
| Expenses2 | $31,365 | Expenses2Amt |
| Description3 | SCHOLARSHIP PROGRAM WITH MCDONOGH SCHOOL. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO A SENIOR AT MCDONOGH SCHOOL WHO PLANS TO PURSUE ENGINEERING STUDIES IN COLLEGE. THE SCHOLARSHIP IS $15,000 ANNUALLY AND CONTINUES FOR FOUR YEARS. THE SCHOLARSHIPS WERE PAID DIRECTLY TO THE COLLEGES.THE SCHOLARSHIPS WERE PAID DIRECTLY TO CORNELL, COLUMBIA UNIVERSITY, AND DUKE UNIVERSITY. | Description3Txt |
| Expenses3 | $60,000 | Expenses3Amt |
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 | $15,473,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,617,747 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,617,747 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $234,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,383,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $769,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $769,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,934 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,934 | TotalTaxAmt |
| Distributable Before Adj | $747,240 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $747,240 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $747,240 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $717,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $717,365 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $747,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $23,958 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $733 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,761 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $717,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $717,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $29,875 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,875 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,577 | 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 | $14,577 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,577 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE R MCCLELLAND | ContributingManagerNm |
| Contributing Manager | H DOUGLAS HUETHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE R MCCLELLAND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14000 FOX RUN COURT | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4104588098 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING DESCRIPTION OF PROJECT FOR WHICH FUNDS ARE REQUESTED, WHAT IS HOPED TO BE ACHIEVED BY THE PROJECT, AMOUNT OF FUNDING REQUESTED, EVIDENCE OF TAX-EXEMPT STATUS, NAMES OF OFFICERS AND DIRECTORS OF TAX-EXEMPT ORGANIZATION, LATEST FINANCIAL STATEMENT, ALL EXHIBITS AND MATERIALS IN SUPPORT OF PROJECT, AND DETAILS OF SUPPORT OF PROJECT BY MEMBERS OF APPLICANT INSTITUTION AND OF THE COMMUNITY AT LARGE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 4800 MT HOPE DR | BALTIMORE | MD | 21215 | NONE | PC | UNRESTRICTED | $5,000 |
| BALTIMORE MUSEUM OF IND | |||||||
| 1415 KEY HWY | BALTIMORE | MD | 21230 | NONE | PC | UNRESTRICTED | $15,000 |
| BALTIMORE SCHOOL FOR THE BLIND | |||||||
| 3501 TAYLOR AVE | NOTTINGHAM | MD | 21236 | NONE | PC | UNRESTRICTED | $10,000 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $30,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET STREET STE 2 | LEWISBURG | PA | 17837 | NONE | PC | UNRESTRICTED | $5,000 |
| CHILDREN'S SCHOLARSHIP FUND | |||||||
| 2300 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | PC | UNRESTRICTED | $10,000 |
| COLLEGEBOUND FDN | |||||||
| 300 WATER ST STE 300 | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $2,000 |
| COLUMBIA UNIVERSITY | |||||||
| 630 W 168TH ST | NEW YORK | NY | 10032 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 10 | $30,000 |
| CORNELL UNIVERSITY | |||||||
| 616 THURSTON AVENUE | ITHACA | NY | 14850 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 10 | $15,000 |
| DYSLEXIA TUTORING | |||||||
| 711 W 40TH ST STE 310 | BALTIMORE | MD | 21211 | NONE | PC | UNRESTRICTED | $17,500 |
| EASTERN MICHIGAN UNIVERSITY | |||||||
| 112 WELCH HALL PO BOX 972057 | YPSILANTI | MI | 48197 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 9 | $6,000 |
| FIRE MUSEUM OF MARYLAND | |||||||
| 1301 YORK RD | LUTHERVILLE | MD | 21093 | NONE | PC | UNRESTRICTED | $10,000 |
| GBMC FOUNDATION | |||||||
| 6569 N CHARLES ST | BALTIMORE | MD | 21204 | NONE | PC | UNRESTRICTED | $5,000 |
| HARFORD COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| 1221-A BRASS MILL ROAD | BELCAMP | MD | 21017 | NONE | PC | UNRESTRICTED | $15,000 |
| HIGHLAND SCHOOL | |||||||
| 597 BROADVIEW AVE | WARRENTON | VA | 20186 | NONE | PC | ENDOWMENT | $100,000 |
| INDEPENDENT COLLEGE FUND OF MD | |||||||
| 3225 ELLERSLIE AVE STE C160 | BALTIMORE | MD | 21218 | NONE | PC | UNRESTRICTED | $2,000 |
| JDRF GALA | |||||||
| 200 VESEY ST 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | UNRESTRICTED | $3,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 10711 RED RUN BLVD STE 110 | OWINGS MILLS | MD | 21117 | NONE | PC | UNRESTRICTED | $2,500 |
| MCDONOGH SCHOOL INC | |||||||
| PO BOX 380 | OWINGS MILLS | MD | 21117 | NONE | PC | UNRESTRICTED AND CAPITAL | $49,000 |
| MIKEROWEWORKS FOUNDATION | |||||||
| 1207 4TH ST PH 3 | SANTA MONICA | CA | 90401 | NONE | PC | UNRESTRICTED | $20,000 |
| MIT | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 8 | $15,000 |
| MOTHER SETON ACADEMY | |||||||
| 2215 GREENMOUNT AVE | BALTIMORE | MD | 21218 | NONE | PC | UNRESTRICTED | $5,000 |
| MOUNT VERNON LADIES ASSOCIATION | |||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | NONE | PC | UNRESTRICTED AND ENDOWMENT | $25,000 |
| MT WASHINGTON PEDIATRIC | |||||||
| 1708 W ROGERS AVE | BALTIMORE | MD | 21209 | NONE | PC | UNRESTRICTED | $10,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 9 | $3,000 |
| PORT DISCOVERY | |||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $20,000 |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | PC | UNRESTRICTED | $1,000 |
| ROLAND PARK COUNTRY SCHOOL | |||||||
| 5204 ROLAND AVE | BALTIMORE | MD | 21210 | NONE | PC | UNRESTRICTED | $5,000 |
| SALVATION ARMY | |||||||
| 814 LIGHT ST | BALTIMORE | MD | 21230 | NONE | PC | UNRESTRICTED | $10,000 |
| ST IGNATIUS LOYOLA ACADEMY | |||||||
| 300 EAST GITTINGS ST | BALTIMORE | MD | 21230 | NONE | PC | UNRESTRICTED AND CAPITAL | $78,000 |
| ST JOSEPH MEDICAL CENTER | |||||||
| 7601 OSLER DR | TOWSON | MD | 21204 | NONE | PC | UNRESTRICTED | $25,000 |
| STMARY'S COLLEGE | |||||||
| 18952 EAST FISHER ROAD ST | MARY S CITY | MD | 20686 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 9 | $3,000 |
| STELLA MARIS | |||||||
| 2300 DULANEY VALLEY RD | TIMONIUM | MD | 21093 | NONE | PC | UNRESTRICTED | $1,000 |
| TARRANT COUNTY COLLEGE | |||||||
| 300 TRINITY CAMPUS CIR | FORT WORTH | TX | 76102 | NONE | PC | UNRESTRICTED | $10,000 |
| THE CALIFORNIA INSTITUTE OF TECHNOLOGY (CALTECH) | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 8 | $15,000 |
| UNIVERSITY OF MARYLAND | |||||||
| 7769 ALUMNI DR | COLLEGE PARK | MD | 20742 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENTS 8 & 9 | $37,365 |
| VIRGINIA TECH | |||||||
| 902 PRICES FORK ROAD | BLACKSBURG | VA | 24060 | NONE | PC | UNRESTRICTED | $5,000 |
| WEST GOVERNORS UNIVERSITY | |||||||
| PO BOX 30015 | SALT LAKE CITY | UT | 84130 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 9 | $6,000 |
| WEST POINT FUND | |||||||
| 606 THAYER RD | WEST POINT | NY | 10996 | NONE | PC | UNRESTRICTED | $10,000 |
| WINDWARD SCHOOL | |||||||
| 40 WEST RED OAK LN | WHITE PLAINS | NY | 10604 | NONE | PC | UNRESTRICTED | $5,000 |
| DUKE UNIVERSITY | |||||||
| 2200 WEST MAIN ST SUITE 300 | DURHAM | NC | 27705 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 10 | $15,000 |
| ENDICOTT COLLEGE | |||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 9 | $3,000 |
| FIRST FRUITS FARM | |||||||
| 20431 MIDDLETOWN ROAD | FREELAND | MD | 21053 | NONE | PC | UNRESTRICTED | $30,000 |
| RADFORD UNIVERSITY | |||||||
| 801 EAST MAIN ST | RADFORD | VA | 24142 | NONE | PC | SCHOLARSHIP PROGRAM, SEE STATEMENT 9 | $3,000 |
| SAMARITAN'S PURSE | |||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | NONE | PC | UNRESTRICTED | $15,000 |
| SCHUYLERVILLE PUBLIC LIBRARY | |||||||
| 52 FERRY ST | SCHUYLERVILLE | NY | 12871 | NONE | PC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $717,365 | 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 | $424,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,154,320 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,578,880 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,578,880 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GEORGE AND CATHERINE MCCLELLAND | |||||||
| 1 | 14000 FOX RUN CT | PHOENIX | MD | 21131 | $100,500 | Yes (X) | |
| H DOUGLAS HUETHER | |||||||
| 2 | 1055 W JOPPA RD 601 | BALTIMORE | MD | 21204 | $200,000 | Yes (X) | Yes (X) |
| COURTNEY AND DARRYL GONZALEZ | |||||||
| 3 | 1870 SIR RICHARD COURT | FINKSBURG | MD | 21048 | $15,000 | Yes (X) | |
| ANNE LEE HUETHER | |||||||
| 4 | 1055 W JOPPA RD 601 | TOWSON | MD | 21204 | $147,766 | Yes (X) | Yes (X) |
| WHITNEY AND BRIAN HILL | |||||||
| 5 | 41 HARRIS ROAD | KATONAH | NY | 10536 | $3,770 | Yes (X) | Yes (X) |
| ROBERT AND MARY MCCLELLAND | |||||||
| 6 | 1312 GRAFTON SHOP RD | BEL AIR | MD | 21014 | $2,037 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 4 | CASH $50K,1/14 1950.017 SHS TRP EQUITY $68,270,1/14 389.162 SHS TRP MID CAP $39,122 | $107,392 |
| 5 | 10/14 456 SHS MCCORMICK $30,005 | $30,005 |
| 6 | 11/7 75 SHS APPLE $20,135 | $20,135 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMCAP FUND INC | $230,852 | $529,804 |
| AMER MUTUAL | $242,068 | $296,036 |
| CAPITAL INCOME BUILDER | $1,154,765 | $1,499,673 |
| DODGE & COX | $515,281 | $537,506 |
| EUROPACIFIC FUND | $197,434 | $284,042 |
| FRANKLIN INCOME | $991,972 | $1,083,811 |
| FUNDAMENTAL INVESTORS | $160,748 | $567,126 |
| INCOME FUND OF AMERICA | $1,022,335 | $1,356,767 |
| JP MORGAN EXCHANGE | $240,584 | $250,683 |
| MICROSOFT | $8,183 | $145,354 |
| NEW PERSPECTIVE FUND | $440,704 | $699,304 |
| PIMCO LOW DUR | $822,959 | $872,536 |
| T ROWE PRICE BROKERAGE STOCKS | $1,147,101 | $1,266,987 |
| TRP BLUE CHIP GROWTH | $46,557 | $493,331 |
| TRP CAPITAL APPRECIATION | $15,570 | $102,158 |
| VANGUARD 500 INDEX ADMIRAL | $674,247 | $1,665,719 |
| VANGUARD HI YIELD | $842,458 | $890,721 |
| VANGUARD INDEX | $258,281 | $379,800 |
| VANGUARD MID-CAP | $502,186 | $559,578 |
| VANGUARD SMALL-CAP | $502,461 | $551,566 |
| VANGUARD WORLD | $27,432 | $188,679 |
| WASHINGTON MUTUAL INV FUND | $744,331 | $1,507,409 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL | $1,575 |
| ROUNDING/TIMING ISSUES | $1,490 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $28 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| 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 | $7,383 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $25,831 | $0 | $0 |
| FOR TAX WITHHELD | $867 | $867 | $0 |