WILLIAM E CROSS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM E CROSS FOUNDATION INC (EIN 20-1220528)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-10
- IRS object ID
- 202421929349101102
- Schema version
- 2023v5.1
- 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 Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-10T13:54:35-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521273734 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LSWG PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 THOMAS JOHNSON DRIVE | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201220528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E CROSS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O DON LINTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3016960467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2631 MILL RACE ROAD | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 217016805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD LINTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016629200 | PhoneNum |
| Signature | 2024-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | LINTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN E RIPPEON | PreparerPersonNm |
| PTIN | P00050220 | PTIN |
| Phone | 3016629200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,693,984 | 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 | $154,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $755,260 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,533 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $339,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,097 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,097 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,992 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,992 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,037 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,712 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $184,838 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,319,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,319,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,503,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,319,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,164,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,427 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,629 | CashBOYAmt |
| Cash EOY | $122,593 | CashEOYAmt |
| Cash EOYFMV | $122,593 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $238,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,061 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $29,125 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,379 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,167 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,349,697 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,380,144 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,497,376 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,479 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,787 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,787 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,741,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,576,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,693,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,741,593 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,576,964 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,741,593 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,576,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,741,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,576,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,741,593 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,164,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,576,964 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,576,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | 2001-01-01 | 2023-12-31 | $169,768 | $169,768 | $169,768 | |
| FIDELITY | 2023-01-01 | 2023-12-31 | $8,229 | -$737 | -$737 | $8,966 |
| FIDELITY | 2001-01-01 | 2023-12-31 | $487,582 | $4,064 | $4,064 | $483,518 |
| MORGAN STANLEY | 2001-01-01 | 2023-12-13 | $64,809 | $7,656 | $7,656 | $57,153 |
| FAMILTY HERITAGE | 2023-01-01 | 2023-12-31 | $406 | -$4 | -$4 | $410 |
| FAMILTY HERITAGE | 2001-01-01 | 2023-12-31 | $24,466 | $3,786 | $3,786 | $20,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,533 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,600 | 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 | $23,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,453 | OverpaymentAmt |
| Applied To ES Tax | $21,453 | 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 | DONALD LINTON CPA | IndividualWithBooksNm |
| Phone | 3016960467 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2631 MILL RACE ROAD | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD C LINTON | ||||||||
| 2631 MILL RACE ROAD | FREDERICK | MD | 217016805 | PRESIDENT/DIRE | 5.00 | $73,597 | $0 | $0 |
| REBECCA LINTON | ||||||||
| 2631 MILL RACE ROAD | FREDERICK | MD | 217016805 | TREASURER/DIREC | 2.00 | $33,000 | $0 | $0 |
| DAVID LINTON | ||||||||
| 20575 OVERTON CT | POTOMAC FALLS | VA | 20165 | VICE-PRESIDENT/DIREC | 2.00 | $1,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,567,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,811,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,811,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,694,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $384,711 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $384,711 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,147 | TotalTaxAmt |
| Distributable Before Adj | $382,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $382,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $382,564 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,319,056 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,319,056 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $382,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $6,153,618 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,153,618 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,319,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $382,564 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $936,492 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,090,110 | 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 | $7,090,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $6,153,618 | ExcessFromYear1Amt |
| Excess From Current Year | $936,492 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD LINTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2631 MILL RACE ROAD | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3016960467 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING DESCRIP OF NFP ACTIVITIES & CHARITABLE STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A NON-PROFIT ENTITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR THE AGING | |||||||
| 8222 GLENDALE DRIVE | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 108 BYTE DRIVE 103 | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $2,500 |
| BRETHREN DISASTER MINISTRIES | |||||||
| 601 MAIN ST | NEW WINDSOR | MD | 21776 | NONE | PC | FOR PROGRAM SERVICES | $25,000 |
| CALVARY UNITED METHODIST CHURCH | |||||||
| 1 MUSIC CIRCLE N | NASHVILLE | TN | 372034310 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| CASA OF FREDERICK COUNTY | |||||||
| 226 SOUTH JEFFERSON ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| CELEBRATE FREDERICK | |||||||
| 121 NORTH BENTZ ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| COMMUNITY LIVING INC | |||||||
| 620-B RESEARCH CT | FREDERICK | MD | 21703 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| DAYBREAK ADULT DAY SERVICES INC | |||||||
| 7819 ROCKY SPRINGS RD | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| DOWNTOWN FREDERICK PARTNERSHIP | |||||||
| 19 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| FAHRNEY-KEEDY HOME AND VILLAGE | |||||||
| 8507 MAPLEVILLE RD | BOONSBORO | MD | 21713 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| FRED CO 4H THERAPEUTIC RIDING PROGRAM | |||||||
| 11515 ANGLEBERGER RD | THURMONT | MD | 21788 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| FRED COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 7932 OPPOSSUMTOWN PIKE | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $15,000 |
| FREDERICK ARTS COUNCIL | |||||||
| 11 WEST PATRICK STREET SUITE 201 | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| FREDERICK COMMUNITY ACTION AGENCY | |||||||
| 100 SOUTH MARKET STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| FREDERICK HEALTH HOSPITAL INC | |||||||
| 400 WEST 7TH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $33,000 |
| FREDERICK RESCUE MISSION INC | |||||||
| PO BOX 3389 | FREDERICK | MD | 21705 | NONE | PC | FOR PROGRAM SERVICES | $11,000 |
| FRIENDS OF CARROLL CREEK URBAN PARK INC | |||||||
| 3 E ALL SAINTS ST UNIT 304 | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| FRIENDS OF MEALS ON WHEELS OF FREDERICK COUNTY INC | |||||||
| 1 SOUTH MARKET ST | FREDERICK | MD | 217024336 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| GALE HOUSE RECOVERY INC | |||||||
| 336 NORTH MARKET STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| GLADE VALLEY COMMUNITY SERVICES | |||||||
| PO BOX 655 | WALKERSVILLE | MD | 21793 | NONE | PC | FOR PROGRAM SERVICES | $5,500 |
| GOODWILL INDUSTRIES OF MONOCACY VALLEY | |||||||
| 400 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| HABITAT FOR HUMANITY OF FREDERICK COUNTY MD | |||||||
| 117 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| HEARTLY HOUSE INC | |||||||
| PO BOX 857 | FREDERICK | MD | 21705 | NONE | PC | FOR PROGRAM SERVICES | $12,000 |
| HOUSING AUTHORITY OF THE CITY OF FREDERICK | |||||||
| 209 MADISON STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| HURWITZ BREAST CANCER FUND | |||||||
| 1 SOUTH MARKET STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| KAIROS PRISON MINISTRY INTERNATIONAL INC | |||||||
| 100 DEBARY PLANTATION BLVD | DEBARY | FL | 32713 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| MEALS ON WHEELS OF FREDERICK COUNTY | |||||||
| 1440 TANEY AVENUE | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| MENTAL HEALTH ASSOC OF FREDERICK COUNTY | |||||||
| 226 SOUTH JEFFERSON ST | FREDERICK | MD | 21201 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| MISSION OF MERCY | |||||||
| 22 SOUTH MARKET STREET SUITE 6D | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $15,000 |
| NATIONAL MUSEUM OF CIVIL WAR MEDICINE | |||||||
| 49 E PATRICK ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| NEELSVILLE PRESBYTERIAN CHURCH | |||||||
| 20701 NORTH FREDERICK RD | GERMANTOWN | MD | 20876 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| OPUS COMMUNITY MUSIC SCHOOL | |||||||
| 6217 SYKESVILLE ROAD | ELDERSBURG | MD | 21784 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| PRESERVATIONS AND ENHANCEMENT FUND OF MOUNT OLIVET CEMETERY INC | |||||||
| 515 S MARKET ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| SALVATION ARMY- FREDERICK CO | |||||||
| 223 WEST 5TH ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| SAN MAR CHILDREN'S HOME INC | |||||||
| 8504 MAPLEVILLE ROAD | BOONSBORO | MD | 21713 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| SOPHIE & MADIGAN'S PLAYGROUND | |||||||
| PO BOX 1628 | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| STEADFAST STANDING FIRM AGAINST YOUTH HOMELESSNESS | |||||||
| 10132 HANSONVILLE RD | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| THE RANCH INC | |||||||
| 7902 FINGERBOARD ROAD | FREDERICK | MD | 21704 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INC | |||||||
| 312 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $18,000 |
| THE FREDERICK CHILDREN'S CHORUS INC | |||||||
| 10916 ETZLER MILL RD | WOODSBORO | MD | 217988006 | NONE | PC | FOR PROGRAM SERVICES | $2,500 |
| THE FREDERICK CHORALE INC | |||||||
| PO BOX 3009 | FREDERICK | MD | 21705 | NONE | PC | FOR PROGRAM SERVICES | $4,000 |
| THE FREDERICKTOWNE PLAYERS INC | |||||||
| PO BOX 1479 | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| THE HISTORICAL SOCIETY OF FREDERICK COUNTY INC DBA HERITAGE FREDERICK | |||||||
| 24 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,500 |
| THE MD SCHOOL FOR THE DEAF FOUNDATION | |||||||
| PO BOX 636 | FREDERICK | MD | 21705 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| THE MONOCACY FOUNDATION | |||||||
| 620-B RESEARCH CT | FREDERICK | MD | 21703 | NONE | EOF | FOR PROGRAM SERVICES | $3,000 |
| THE NATIONAL CHRISTIAN CHOIR INC | |||||||
| 903 A RUSSELL AVENUE | GAITHERSBURG | MD | 208793276 | NONE | PC | FOR PROGRAM SERVICES | $3,500 |
| THE RELIGOUS COALITION FOR EMERGENCY HUMAN NEEDS | |||||||
| 27 DEGRANGE STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| THURMONT SENIOR CENTER INC | |||||||
| 806 EAST MAIN ST | THURMONT | MD | 21788 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| UNITED 2 SAVE ANIMALS INC | |||||||
| PO BOX 1064 | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| UNITED WAY OF FREDERICK COUNTY | |||||||
| 629 N MARKET ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $67,000 |
| WE CROSS CHARITABLE FOUNDATION INC | |||||||
| 22322 PUNTA DEL CAPO CT | ESTERO | FL | 33928 | SPIN-OFF | PF | FOR PROGRAM SERVICES | $935,056 |
| WEINBURG CENTER FOR THE ARTS | |||||||
| 20 WEST PATRICK STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,319,056 | 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 | $154,732 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $184,533 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $154,732 | ExclusionAmt |
| Related Or Exempt Function Incm | $184,533 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $339,265 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON SALE OF INVESTED STOCKS, BONDS AND OTHER MARKETABLE SECURITIES | RelationshipStatementTxt |
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 | CategoryTxt |
| Amt | $9,992 | Amt |
| Net Investment Income | $9,992 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MS- CITIGROUP INC 6.3% | BondNm |
| EOY Book Value | $18,379 | EOYBookValueAmt |
| EOYFMV | $18,167 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (60 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FHTC-DFA EMERG. MKTS SMALL CAP | AT COST | $4,998 | $5,816 |
| FHTC-DFA EMERG MKTS VALUE | AT COST | $3,779 | $4,376 |
| FHTC-EMERGING MKTS | AT COST | $3,888 | $4,296 |
| FHTC-INT'L SMALL CAP | AT COST | $6,503 | $7,292 |
| FHTC-INT'L SMALL COMPANY | AT COST | $6,865 | $7,222 |
| FHTC- INT'L VALUE | AT COST | $12,812 | $14,376 |
| FHTC- US LARGE CAP VALUE | AT COST | $20,685 | $29,210 |
| FHTC- REAL ESTATE SEC | AT COST | $11,839 | $14,723 |
| FHTC- US CORE EQUITY | AT COST | $10,871 | $22,113 |
| FHTC- US VECTOR EQUITY | AT COST | $23,383 | $36,970 |
| FHTC- DFA 2 YR FIXED INCOME | AT COST | $15,766 | $15,329 |
| FHTC-DFA 5 YEAR GLOBAL FIXED | AT COST | $16,512 | $15,330 |
| FHTC- ONE YEAR FIXED INCOME | AT COST | $15,447 | $15,324 |
| FHTC- DFA SHORT TERM GOVT | AT COST | $16,069 | $15,310 |
| FID-AMERICAN CENTURY DIV BOND | AT COST | $409,648 | $353,502 |
| FID-ARTISAN INT'L | AT COST | $486,335 | $471,015 |
| FID-JOHN HANCOCK DISC VALUE | AT COST | $681,036 | $787,010 |
| FID-PIMCO REAL RETURN | AT COST | $229,427 | $191,002 |
| FID-AMERICAN BEACON INT'L | AT COST | $499,257 | $530,769 |
| FID-AMERICAN CENTURY EQUITY | AT COST | $1,045,033 | $1,027,354 |
| FID-ARTISAN MID CAP | AT COST | $341,581 | $321,673 |
| FID- HARTFORD SMALL COMPANY | AT COST | $298,822 | $279,690 |
| FID-MAINSTAY WINSLOW LARGE CAP | AT COST | $962,898 | $996,754 |
| FID-JANUS HENDERSON SMALL CAP | AT COST | $333,306 | $370,404 |
| FID-TEMPLETON GLOBAL BOND | AT COST | $148,314 | $148,314 |
| MS-FIRST TRUST DJ INTERNET IDX | AT COST | $28,566 | $28,542 |
| MS-ISHARES CORE DIVIDEND GROWTH | AT COST | $30,292 | $43,746 |
| MS-ISHARES CORE HIGH DIVIDEND | AT COST | $17,269 | $17,132 |
| MS- JPMORGAN EQUITY PREMIUM INC | AT COST | $19,124 | $17,858 |
| MS- ISHARES SELECT DIVIDEND | AT COST | $18,096 | $17,191 |
| MS- ALPS I OSHARES US QUALITY DIV | AT COST | $15,768 | $21,644 |
| MS-SPDR PORT S&P 500 HIGH DIV | AT COST | $18,062 | $16,531 |
| MS- WESTERN ASSET DIVERSIFIED INCOME | AT COST | $18,085 | $12,718 |
| MS-AMERICAN CAP INC BUILDER | AT COST | $95,533 | $104,396 |
| MS-AMERICAN CAP WORLD GROWTH AND INC | AT COST | $10,736 | $18,393 |
| MS-AMERICAN EUROPACIFIC GROWTH | AT COST | $15,191 | $14,031 |
| MS-AMERICAN GROWTH FUND OF AMERICA | AT COST | $103,549 | $101,460 |
| MS-AMERICAN INCOME FUND OF AMERICA | AT COST | $90,079 | $96,370 |
| MS- AMERICAN INVESTMENT COMPANY OF AMERICA | AT COST | $48,865 | $55,967 |
| MS- AMERICAN NEW WORLD FUND | AT COST | $19,039 | $20,021 |
| MS-AMERICAN WASHINGTON MUTUAL | AT COST | $65,398 | $72,646 |
| MS-COLUMBIA ACORN EUROPEAN INST | AT COST | $22,696 | $33,222 |
| MS-COLUMBIA ACORN INSTIT | AT COST | $41,865 | $36,286 |
| MS- COLUMBIA ACORN INT'L INSTIT | AT COST | $3,210 | $2,646 |
| MS- COLUMBIA CONTRARIAN CORE | AT COST | $99,150 | $107,717 |
| MS- COLUMBIA FLEXIBLE CAPT INC | AT COST | $67,501 | $75,061 |
| MS-COLUMBIA INCOME BUILDER INSTIT | AT COST | $71,812 | $69,609 |
| MS- COLUMBIA SELECT LARGE CAP GROWTH | AT COST | $69,963 | $77,434 |
| MS- COLUMBIA DIVIDEND OPP | AT COST | $55,406 | $54,430 |
| MS- INVESCO OPP GLOBAL OPP | AT COST | $41,534 | $30,542 |
| MS- LORD ABBETT AFFILIATED | AT COST | $42,469 | $45,565 |
| MS- LORD ABBETT CALIBRATED DIV GROW | AT COST | $52,505 | $57,253 |
| MS- PGIM JENNISON FOCUSED VALUE | AT COST | $59,761 | $60,179 |
| MS-PGIM JENNISON GLOBAL OPP | AT COST | $22,432 | $20,314 |
| MS-PGIM JENNISON FOCUSED GROWTH | AT COST | $99,660 | $86,542 |
| MS-PGIM JENNISON GLOBAL EQUITY INC | AT COST | $67,599 | $63,114 |
| MS-PGIM JENNISON MID CAP GROWTH | AT COST | $66,973 | $60,047 |
| MS-PGIM JENNISON SMALL COMPANY | AT COST | $56,577 | $51,264 |
| MS- POLEN GROWTH INSTIT | AT COST | $20,286 | $22,433 |
| FID- CHARLES SCHWAB BK SS WESTLAKE | AT COST | $200,019 | $199,898 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $3,479 | BOYBookValueAmt |
| EOY Book Value | $1,787 | EOYBookValueAmt |
| EOYFMV | $1,787 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SOFTWARE | $53 | $53 | $0 |
| BOARD OF DIRECTORS' MEETING EXP. | $92 | $92 | $0 |
| BANK FEES | $108 | $108 | $0 |
| INSURANCE | $473 | $473 | $0 |
| OFFICE EXPENSE | $1,055 | $1,055 | $0 |
| BROKER FEES | $56,931 | $56,931 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,374 | $1,374 | $0 |
| PAYROLL TAXES | $6,663 | $6,663 | $0 |