EUGENE B CASEY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE B CASEY FOUNDATION (EIN 52-6220316)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-15
- IRS object ID
- 202421979349100212
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-15T08:50:52-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526220316 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE B CASEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUGE | BusinessNameControlTxt |
| Phone | 3019486500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 CRABBS BRANCH WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA W SHEEHAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3019486500 | PhoneNum |
| Signature | 2024-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONNA | PersonFirstNm |
| Person Last | SHEEHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2024-07-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $218,472,173 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $68,672,926 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $908,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $908,162 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,288,876 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4,288,876 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,162,099 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,692,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,671,734 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,692,727 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $800,386 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $800,386 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $79,367,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,694,287 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $143,846 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $71,922 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $71,924 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $42,998 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,998 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,104 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,052 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $176,112 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $176,112 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,279 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $603,489 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $594,661 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $16,869 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,869 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,394,813 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,126,886 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $267,927 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,478,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,010,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $428,622 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,558,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,558,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,036,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,010,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,986,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,330,453 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,684,029 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,056 | CashBOYAmt |
| Cash EOY | $1,545,456 | CashEOYAmt |
| Cash EOYFMV | $1,545,456 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,761,406 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,403,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,403,358 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,106 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $87,106 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $87,106 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,962,477 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,962,477 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,341,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,419,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,419,210 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,196,129 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,524,053 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,524,053 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $641,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,863,036 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,863,036 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $98,015,767 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,461,727 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $24,739,909 | LandBOYAmt |
| Land EOY | $89,554,040 | LandEOYAmt |
| Land EOYFMV | $162,045,750 | LandEOYFMVAmt |
| Other Assets BOY | $49,139 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,621,727 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,621,727 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,783,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,980,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $218,472,173 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $701,363 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,721 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $151,947 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $573,186 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $853,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $587,907 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,929,854 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $145,392,556 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,929,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $145,392,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,783,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $145,980,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,929,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,330,453 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,132,249 | OtherIncreasesAmt |
| Subtotal | $145,392,556 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $145,392,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| SALE OF LAND -HAFSTAND | P | 2022-12-07 | $4,783,550 | $1,612,179 | $3,171,371 | $3,171,371 | |
| SALE OF LAND-DAMESTOWN RD. MONTGOMERY COUNTY MD | P | 2023-06-21 | $2,387,920 | $866,828 | $1,521,092 | $1,521,092 | |
| WELLS FARGO-US TREASURY BOND | P | 2023-08-15 | $500,000 | $500,000 | $0 | $0 | 2023-08-15 |
| CAPITAL GAINS DIVIDENDS | P | $264 | $264 | $264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,692,727 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,908 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92,908 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92,908 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,106 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $122,106 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,472 | EsPenaltyAmt |
| Overpayment | $27,726 | OverpaymentAmt |
| Applied To ES Tax | $27,726 | 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 | Yes (1) | 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 | DONNA W SHEEHAN CPA | IndividualWithBooksNm |
| Phone | 3019486500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 CRABBS BRANCH WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DONNA W SHEEHAN CPA | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | TRUSTEE | 40.00 | $71,923 | $0 | $0 |
| MIRNA L LOPEZ | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | TRUSTEE | 40.00 | $71,923 | $0 | $0 |
| BRENDAN V SULLIVAN JR | ||||||||
| 16803 CRABBS BRANCH WAY | ROCKVILLE | MD | 20855 | TRUSTEE | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN LEWIS & BOCKIUS LLP | |||||
| 1111 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 200042541 | LEGAL | $116,974 |
| RODGERS CONSULTING INC | |||||
| 19847 CENTURY BLVD SUITE 200 | GERMANTOWN | MD | 20874 | ENGINEERING | $95,610 |
| SELZER GURVITCH RABIN WERTHEIMER & POLOTT | |||||
| 4416 EAST WEST HIGHWAY 4TH FL | BETHESDA | MD | 20814 | LEGAL | $81,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ROSEDALE APARTMENTS HOUSING PROJECT CONTRIBUTION OF $22,285,000 RECEIVED DURING THE YEAR . | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,561,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,875,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $106,162,072 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $154,598,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $154,598,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,318,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,279,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,613,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,613,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,908 | TotalTaxAmt |
| Distributable Before Adj | $7,521,083 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,521,083 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,521,083 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,986,622 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $160,860 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $8,147,482 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,521,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,816 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,147,482 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,816 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,521,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $610,583 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $610,583 | 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 | $610,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $610,583 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONNA W SHEEHAN CPA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 CRABBS BRANCH WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3019486500 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT, INCLUDE ANNUAL REPORT AND PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GENERALLY IN METROPOLITAN WASHINGTON AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARNS OF ROSE HILL ENDOWMENT | ||||||
| 95 CHALMERS COURT | BERRYVILLE | VA | 22611 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| DOWNTOWN HOPE | ||||||
| 255 WEST ST | ANNAPOLIS | MD | 21401 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| CONSORTIUM OF CATHOLIC ACADEMIES | ||||||
| 415 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| TRINITY WASHINGTON UNIVERSITY | ||||||
| 125 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | PC | GENERAL OPERATING EXPENSES | $20,000 |
| THE ACADEMY OF THE HOLY CROSS | ||||||
| 4920 STRATHMORE AVE | KENSINGTON | MD | 20895 | PC | GENERAL OPERATING EXPENSES | $20,000 |
| CHILDREN'S LAW CENTER | ||||||
| 501 3RD STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING EXPENSES | $20,000 |
| CHRIST CHILD SOCIETY | ||||||
| 5101 WISCONSIM AVE NW | WASHINGTON | DC | 20016 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| TURNING POINT USA | ||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | PC | GENERAL OPERATING EXPENSES | $1,000 |
| CABIN JOHN PARK VOLUNTEER FIRE DEPT | ||||||
| 8001 RIVER ROAD | BETHESDA | MD | 20817 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| PAWS FOR PURPLE HEARTS | ||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| OPERATION FINALLY HOME | ||||||
| P O BOX 1218 | MERRIFIELD | VA | 22116 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| MEDIA RESEARCH CENTER | ||||||
| 1900 CAMPUS COMMONS DRIVE | RESTON | VA | 20191 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| JUDICIAL WATCH | ||||||
| 425 THIRD WATCH SW | WASHINGTON | DC | 20024 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING EXPENSES | $20,000 |
| IN-VEST USA | ||||||
| P O BOX 1221 | MERRIFIELD | VA | 22116 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| THE FUND FOR AMERICAN STUDIES | ||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| P O BOX 172449 | DENVER | CO | 80217 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| TEAM BLUELINE | ||||||
| P O BOX 17466 | WASHINGTON | DC | 20077 | PC | GENERAL OPERATING EXPENSES | $1,000 |
| FREEDOM ALLIANCE | ||||||
| 22570 MARKEY COURT | DULLES | VA | 20166 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| THE LEADERSHIP INSTITUTE | ||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| SOUTHEASTERN LEGAL FOUNDATION | ||||||
| 560 WEST CROSSVILLE ROAD STE 104 | ROSWELL | GA | 30075 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| UNITED STATES JUSTICE FOUNDATION | ||||||
| P O BOX 17628 | WASHINGTON | DC | 20041 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| ST VINCENT PALLOTTI HIGH SCHOOL | ||||||
| 113 ST MARYS PLACE | LAUREL | MD | 20707 | PC | GENERAL OPERATING EXPENSES | $20,000 |
| THE METROPOLITAN WASHINGTON EAR INC | ||||||
| 12061 TECH ROAD | SILVER SPRING | MD | 20904 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | GENERAL OPERATING EXPENSES | $350,000 |
| REACH EVERY VOICE ACCESSABILITY | ||||||
| 800 S FREDERICK AVE STE 210 | GAITHERBURG | MD | 20877 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| WANADA AUTOMOBILE DEALER EDUCATIO | ||||||
| 5301 WISCONSIN AVE NW STE 210 | WASHINGTON | DC | 20015 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| US DEPT OF STATE | ||||||
| 2201 C ST NW | WASHINGTON | DC | 20451 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| ST DOMINIC'S MONASTERY | ||||||
| 2636 MONASTERY ROAD | LINDEN | VA | 22642 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| SO WHAT ELSE INC | ||||||
| ONE PRESERVE PKWY | ROCKVILLE | MD | 20852 | PC | GENERAL OPERATING EXPENSES | $20,000 |
| ACTION YOUTH MEDIA | ||||||
| 900 WAYNE AVE | SILVER SPRING | MD | 20910 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| MISSION OF MERCY | ||||||
| 22 SOUTH MARKET ST | FREDERICK | MD | 21701 | PC | GENERAL OPERATING EXPENSES | $50,000 |
| IONA SENIOR SERVICES | ||||||
| 4125 ALBEMARLE STREET NW | WASHINGTON | DC | 20016 | PC | GENERAL OPERATING EXPENSES | $50,000 |
| ATLANTIC GENERAL HOSPITAL FOUNDATION | ||||||
| 10320 OLD OCEAN CITY BLVD | BERLIN | MD | 21811 | PC | GENERAL OPERATING EXPENSES | $20,000 |
| CARE FOR YOUR HEALTH INC | ||||||
| 12850 MIDDLEBROOK ROAD STE 400 | GERMANTOWN | MD | 20874 | PC | GENERAL OPERATING EXPENSES | $50,000 |
| PATRICK HENRY MEMORIAL FOUNDATION | ||||||
| 1250 RED HILL ROAD | BROOKNCAL | VA | 24528 | PC | GENERAL OPERATING EXPENSES | $50,000 |
| OPERATION SMILE | ||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | PC | GENERAL OPERATING EXPENSES | $30,000 |
| RED CLOUD INDIAN SCHOOL | ||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | PC | GENERAL OPERATING EXPENSES | $30,000 |
| MONTGOMERY HOSPICE | ||||||
| 1355 PICCARD DRIVE | ROCKVILLE | MD | 20850 | PC | GENERAL OPERATING EXPENSES | $60,000 |
| ASBURY FOUNDATION | ||||||
| 5285 WESTVIEW DRIVE STE 200 | FREDERICK | MD | 21703 | PC | GENERAL OPERATING EXPENSES | $30,000 |
| OFFICE CHARITY FOUNDATION | ||||||
| 8204 GOODHURST DRIVE | GAITHERBURG | MD | 20882 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| RAINN | ||||||
| 1220 L STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING EXPENSES | $50,000 |
| EVERYMIND INC | ||||||
| 1000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | PC | GENERAL OPERATING EXPENSES | $30,000 |
| OCEAN CITY VOLUNTEER FIRE CO | ||||||
| 1409 PHILADELPHIA AVE | OCEAN CITY | MD | 21842 | PC | GENERAL OPERATING EXPENSES | $1,000 |
| MERCY HEALTH CLINIC | ||||||
| 7 METROPOLITAN COURT | GAITHERBURG | MD | 20878 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| REBUILDING TOGETHER MONTGOMERY CO | ||||||
| 18255-A FLOWER HILL WAY | GAITHERBURG | MD | 20879 | PC | GENERAL OPERATING EXPENSES | $250,000 |
| MY SISTER'S PLACE | ||||||
| 1436 U STREET NW | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| HOUSE OF RUTH | ||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| CARE FOR ALS | ||||||
| 11073 CENTRAL AVE | RIDGLEY | MD | 21660 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVENUE | LITTLE ROCK | AZ | 72202 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| THE MARYLAND SCHOOL FOR THE BLIND | ||||||
| 3501 TAYLOR STREET | BALTIMORE | MD | 21236 | PC | GENERAL OPERATING EXPENSES | $150,000 |
| LITTLE SISTERS OF THE POOR | ||||||
| 4200 HAREWOOD ROAD NE | WASHNGTON | DC | 20017 | PC | GENERAL OPERATING EXPENSES | $150,000 |
| MONTGOMERY COUNTY CORPS MARYLAND | ||||||
| 20021 AIRCRAFT DRIVE | GERMANTOWN | MD | 20874 | PC | GENERAL OPERATING EXPENSES | $200,000 |
| DONBOSCO CRISTOREY HIGH SCHOOL | ||||||
| 1010 LARCH AVE | TAKOA PARK | MD | 20912 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| GEORGETOWN VISITATION PREPARATORY SC | ||||||
| 1524 35TH STREET NW | WASHINGTON | DC | 20007 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| MONTGOMERY HOSPICE | ||||||
| 1355 PICCARD DRIVE | ROCKVILLE | MD | 20850 | PC | GENERAL OPERATING EXPENSES | $1,000,000 |
| OLNEY THEATRE CENTER | ||||||
| 2001 OLNEY-SANDY SPRINGROAD | OLNEY | MD | 20832 | PC | GENERAL OPERATING EXPENSES | $500,000 |
| SALVATION ARMY | ||||||
| 2626 PENNSLYVANIA AVE NW | WASHINGTON | DC | 20037 | PC | GENERAL OPERATING EXPENSES | $1,000,000 |
| CARING FOR OTHERS LTD | ||||||
| 8500 EXECTUTIVE PARK AVE STE 300 | FAIRFAX | VA | 22031 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| SALVATION ARMY | ||||||
| 2626 PENNSLYVANIA AVE NW | WASHINGTON | DC | 20037 | PC | GENERAL OPERATING EXPENSES | $100,000 |
| OLNEY THEATRE CENTER | ||||||
| 2001 OLNEY-SANDY SPRINGROAD | OLNEY | MD | 20832 | PC | GENERAL OPERATING EXPENSES | $150,000 |
| SALVATION ARMY | ||||||
| 2626 PENNSLYVANIA AVE NW | WASHINGTON | DC | 20037 | PC | GENERAL OPERATING EXPENSES | $1,000,000 |
| FEED THE HUNGRY | ||||||
| 500 E IRELAND RD | SOUTH BEND | IN | 46614 | PC | GENERAL OPERATING EXPENSES | $200,000 |
| DENYCE GRAVES FOUNDATION | ||||||
| 1050 CONNECTICUT AVE NW STE 500 | WASHINGTON | DC | 20035 | PC | GENERAL OPERATING EXPENSES | $150,000 |
| DUKE ELLINGTON SCHOOL OF THE ARTS | ||||||
| 3500 R ST NW | WASHINGTON | DC | 20007 | PC | GENERAL OPERATING EXPENSES | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,558,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,136 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $908,162 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,162,099 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $800,386 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,692,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,567,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,567,510 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTY BROWN CASEY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 CRABBS BRANCH WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $68,672,926 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES FMV $1,545,759REAL ESTATE FMV $67,127,167 | NoncashPropertyDesc |
| Fair Market Value | $68,672,926 | FairMarketValueAmt |
| Received | 2023-06-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,250 | Amt |
| Net Investment Income | $9,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,625 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (107 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES-LLC | 2023-06-01 | $19,670 | SL | 7.000000000000 | $703 | $0 | ||
| MACHINERY AND EQUIPMENT-LLC | 2023-06-01 | $51,430 | SL | 5.000000000000 | $2,572 | $0 | ||
| 2023 FORD VAN-LLC | 2023-08-18 | $52,190 | SL | 5.000000000000 | $0 | $0 | ||
| 2023 FORD VAN-LLC | 2023-08-18 | $54,930 | SL | 5.000000000000 | $0 | $0 | ||
| 2022 RAM 2500 TRUCK-LLC | 2023-08-18 | $53,740 | SL | 5.000000000000 | $0 | $0 | ||
| VEHICLES-LLC | 2023-06-01 | $102,660 | SL | 5.000000000000 | $5,133 | $0 | ||
| CRABBS BRANCH BUILD OUT LLC | 2023-06-01 | $46,250 | SL | 27.500000000000 | $420 | $0 | ||
| OFFICE BLDG.- MONTGOMERY CO.MD | 2019-06-01 | $5,472,000 | SL | 39.000000000000 | $140,308 | $140,308 | $578,773 | |
| CASEY CORNER- 5706 904 CENTER PARCEL E LAND | 1987-06-01 | $1,063,000 | L | $0 | $0 | |||
| CASEY CORNER- 5706 904 CENTER PARCEL E MAIN SECTION | 1987-06-01 | $2,951,000 | SL | 40.000000000000 | $73,775 | $73,775 | $2,655,900 | |
| CASEY CORNER SHOPPING CENTER-PARCEL F BLDG | 1987-06-01 | $614,527 | SL | 40.000000000000 | $15,363 | $15,363 | $504,483 | |
| CASEY CORNER SHOPPING CENTER-PARCEL D BLDG | 1987-06-01 | $186,000 | SL | $0 | $0 | $186,000 | 0.000000000000 | |
| CASEY CORNER SHOPPING CENTER-PARCEL G BLDG | 1987-06-01 | $44,646 | SL | $0 | $0 | $44,646 | 0.000000000000 | |
| CASEY CORNER SHOPPING CENTER-ALLENTOWN RD BLDG | 1987-06-01 | $313,334 | SL | $0 | $0 | $313,334 | 0.000000000000 | |
| OLD ROY ROGERS BLDG | 1987-06-01 | $230,424 | SL | $0 | $0 | $230,424 | 0.000000000000 | |
| OLD HOUSE LOT LAND | 1987-06-01 | $61,490 | L | $0 | $0 | |||
| LIGON KNOLLS, 10006 HURST STREET | 2021-06-01 | $94,763 | SL | 20.000000000000 | $0 | $0 | $94,763 | |
| LIGON KNOLLS, 10007 HURST STREET | 2021-06-01 | $95,346 | SL | 20.000000000000 | $0 | $0 | $95,346 | |
| LIGON KNOLLS, 10008 HURST STREET | 2021-06-01 | $95,211 | SL | 20.000000000000 | $0 | $0 | $95,211 | |
| LIGON KNOLLS, 10009 HURST STREET | 2021-06-01 | $94,685 | SL | 20.000000000000 | $0 | $0 | $94,685 | |
| LIGON KNOLLS, 10011 HURST STREET | 2021-06-01 | $94,554 | SL | 20.000000000000 | $0 | $0 | $94,554 | |
| LIGON KNOLLS, 10102 HURST STREET | 2021-06-01 | $94,670 | SL | 20.000000000000 | $0 | $0 | $94,670 | |
| LIGON KNOLLS, 5816 GREENLAWN DRIVE | 2021-06-01 | $94,392 | SL | 20.000000000000 | $0 | $0 | $94,392 | |
| LIGON KNOLLS, 5820 GREENLAWN DRIVE | 2021-06-01 | $94,430 | SL | 20.000000000000 | $0 | $0 | $94,430 | |
| LIGON KNOLLS, 5825 GREENLAWN DRIVE | 2021-06-01 | $94,747 | SL | 20.000000000000 | $0 | $0 | $94,747 | |
| LIGON KNOLLS, 5900 GREENLAWN DRIVE | 2021-06-01 | $94,685 | SL | 20.000000000000 | $0 | $0 | $94,685 | |
| LIGON KNOLLS, 5903 GREENLAWN DRIVE | 2021-06-01 | $96,132 | SL | 20.000000000000 | $0 | $0 | $96,132 | |
| LIGON KNOLLS, 5904 GREENLAWN DRIVE | 2021-06-01 | $94,569 | SL | 20.000000000000 | $0 | $0 | $94,569 | |
| LIGON KNOLLS, 5905 GREENLAWN DRIVE | 2021-06-01 | $94,654 | SL | 20.000000000000 | $0 | $0 | $94,654 | |
| LIGON KNOLLS, 5907 GREENLAWN DRIVE | 2021-06-01 | $94,585 | SL | 20.000000000000 | $0 | $0 | $94,585 | |
| PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES | 2021-06-01 | $911,561 | SL | 20.000000000000 | $0 | $0 | $911,561 | |
| ROSEMONT SEC 2, 9009 ROSEMONT AVENUE | 2021-06-01 | $106,928 | SL | 20.000000000000 | $0 | $0 | $106,928 | |
| ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE | 2021-06-01 | $84,676 | SL | 20.000000000000 | $0 | $0 | $84,676 | |
| ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE | 2021-06-01 | $88,630 | SL | 20.000000000000 | $0 | $0 | $88,630 | |
| CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET | 2021-06-01 | $77,490 | SL | 20.000000000000 | $0 | $0 | $77,490 | |
| CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET | 2021-06-01 | $77,794 | SL | 20.000000000000 | $0 | $0 | $77,794 | |
| CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET | 2021-06-01 | $75,385 | SL | 20.000000000000 | $0 | $0 | $75,385 | |
| CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET | 2021-06-01 | $77,254 | SL | 20.000000000000 | $0 | $0 | $77,254 | |
| CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET | 2021-06-01 | $65,535 | SL | 20.000000000000 | $0 | $0 | $65,535 | |
| CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET | 2021-06-01 | $77,817 | SL | 20.000000000000 | $0 | $0 | $77,817 | |
| CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET | 2021-06-01 | $66,683 | SL | 20.000000000000 | $0 | $0 | $66,683 | |
| CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET | 2021-06-01 | $77,254 | SL | 20.000000000000 | $0 | $0 | $77,254 | |
| CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET | 2021-06-01 | $74,677 | SL | 20.000000000000 | $0 | $0 | $74,677 | |
| CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET | 2021-06-01 | $77,794 | SL | 20.000000000000 | $0 | $0 | $77,794 | |
| CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET | 2021-06-01 | $77,777 | SL | 20.000000000000 | $0 | $0 | $77,777 | |
| MT. PLEASEANT 5134/362..CHASE FARM | $210,000 | L | $0 | $0 | ||||
| OWENS DISC ETC 5555/566.. SUTLIFF FARM | $1,228,000 | L | $0 | $0 | ||||
| OWENS CONCLUSION 5555/566.. SUTLIFF FARM | $20,000 | L | $0 | $0 | ||||
| THREE BROTHERS RICHLAND 5212/86... TUVE FARM | $875,000 | L | $0 | $0 | ||||
| GRUBBY THICKET 4846/595.BRODIE FARM (DAWSONVILLE) | $1,216,000 | L | $0 | $0 | ||||
| AIX LA CHAPPELLE GRUBBBY THICKET 3121/298..SELLMAN FARM | $710,000 | L | $0 | $0 | ||||
| AIX LA CHAPPELLE 3121/298.. PART OF WRIGHT FARM | $1,500 | L | $0 | $0 | ||||
| PARTNERSHIP 2472/388 PART OF H. SMITH FARM | $30,000 | L | $0 | $0 | ||||
| ADD TO PARTNERSHIP 2472/88H. SMITH FARM | $775,000 | L | $0 | $0 | ||||
| PARTNERSHIP 2305/593..PART OF MARCHANT FARM | $1,500 | L | $0 | $0 | ||||
| WOODSTOCK THOMAS FARM 6295/036 | $800,000 | L | $0 | $0 | ||||
| PT CONCLUSION 2305/593... PART OF MAGRUDER FARM | $500,000 | L | $0 | $0 | ||||
| THOMAS DISCOVERY PT CONCLUSION 2305/593..MAGRUDER FARM | $1,084,000 | L | $0 | $0 | ||||
| POOLES RIGHT 5113/237GOTHAM I | $480,000 | L | $0 | $0 | ||||
| PARTNERSHIP 5434/607..GOTHAM II | $300,000 | L | $0 | $0 | ||||
| CHISWELL INHERITANCE SUGARLAND ROAD | $36,480 | L | $0 | $0 | ||||
| FRIENDSHIP 5419/761.GILDAR FARM RT 107 | $237,000 | L | $0 | $0 | ||||
| W/S RTE 75 @ CRICKENBERGER ROAD FARM LAND FREDERICK MD | $1,928,257 | L | $0 | $0 | ||||
| PLAT 9308 R/W ROSEMONT SEC 3.ROSEMONT RIGHT OF WAY | $3,000 | L | $0 | $0 | ||||
| HAMMONDS ADVENTURE 1125/61 FLEET | $700,000 | L | $0 | $0 | ||||
| PT LTS 3/4 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS | $30,000 | L | $0 | $0 | ||||
| P6-7 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS | $25,000 | L | $0 | $0 | ||||
| PINEY GROVE 2436-455 BOSWELL LANE | $105,000 | L | $0 | $0 | ||||
| HAMMONDS ADVENTURE 1125/61 BEHIND BLANDFORD HOUSES | $3,000 | L | $0 | $0 | ||||
| POOLESVILLE LOT 1961-30 | $10,000 | L | $0 | $0 | ||||
| LIGON KNOLLS, 10006 HURST STREET | 2021-06-01 | $55,237 | L | $0 | $0 | |||
| LIGON KNOLLS, 10007 HURST STREET | 2021-06-01 | $54,654 | L | $0 | $0 | |||
| LIGON KNOLLS, 10008 HURST STREET | 2021-06-01 | $54,789 | L | $0 | $0 | |||
| LIGON KNOLLS, 10009 HURST STREET | 2021-06-01 | $55,315 | L | $0 | $0 | |||
| LIGON KNOLLS, 10011 HURST STREET | 2021-06-01 | $55,446 | L | $0 | $0 | |||
| LIGON KNOLLS, 10102 HURST STREET | 2021-06-01 | $55,330 | L | $0 | $0 | |||
| LIGON KNOLLS, 5816 GREENLAWN DRIVE | 2021-06-01 | $55,608 | L | $0 | $0 | |||
| LIGON KNOLLS, 5820 GREENLAWN DRIVE | 2021-06-01 | $55,570 | L | $0 | $0 | |||
| LIGON KNOLLS, 5825 GREENLAWN DRIVE | 2021-06-01 | $55,253 | L | $0 | $0 | |||
| LIGON KNOLLS, 5900 GREENLAWN DRIVE | 2021-06-01 | $55,315 | L | $0 | $0 | |||
| LIGON KNOLLS, 5903 GREENLAWN DRIVE | 2021-06-01 | $53,868 | L | $0 | $0 | |||
| LIGON KNOLLS, 5904 GREENLAWN DRIVE | 2021-06-01 | $55,431 | L | $0 | $0 | |||
| LIGON KNOLLS, 5905 GREENLAWN DRIVE | 2021-06-01 | $55,346 | L | $0 | $0 | |||
| LIGON KNOLLS, 5907 GREENLAWN DRIVE | 2021-06-01 | $55,415 | L | $0 | $0 | |||
| PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES | 2021-06-01 | $302,428 | L | $0 | $0 | |||
| ROSEMONT SEC 2, 9009 ROSEMONT AVENUE | 2021-06-01 | $43,072 | L | $0 | $0 | |||
| ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE | 2021-06-01 | $65,324 | L | $0 | $0 | |||
| ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE | 2021-06-01 | $61,370 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET | 2021-06-01 | $32,510 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET | 2021-06-01 | $32,206 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET | 2021-06-01 | $34,615 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET | 2021-06-01 | $32,746 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET | 2021-06-01 | $44,465 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET | 2021-06-01 | $32,183 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET | 2021-06-01 | $43,317 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET | 2021-06-01 | $32,746 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET | 2021-06-01 | $35,323 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET | 2021-06-01 | $32,206 | L | $0 | $0 | |||
| CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET | 2021-06-01 | $32,223 | L | $0 | $0 | |||
| OFFICE BLDG.- MONTGOMERY CO.MD LAND | 2019-06-01 | $2,128,000 | L | $0 | $0 | |||
| DALAMAR APARTMENTS-BLDG | 2023-06-15 | $12,050,000 | SL | 27.500000000000 | $109,545 | $109,545 | ||
| ROSEDALE APARTMENTS-BLDG | 2023-06-15 | $19,225,000 | SL | 27.500000000000 | $174,773 | $174,773 | ||
| ROSEDALE APARTMENTS-LAND | 2023-06-15 | $3,060,000 | L | $0 | $0 | |||
| SHADY GROVE & ROUTE 355 LAND | 2023-06-15 | $20,460,000 | L | $0 | $0 | |||
| WAREHOUSE | 2023-06-15 | $12,620,000 | SL | 39.000000000000 | $80,897 | $80,897 | ||
| MARCHANT FARM-19.75 ACRES | $56,750 | L | $0 | $0 | ||||
| POOLE RIGHT 2149-557-WRIGHT FARM | $816,000 | L | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WILLIAM BLAIR INVESTMENTS-CORPORATE BONDS | BondNm |
| EOY Book Value | $3,524,053 | EOYBookValueAmt |
| EOYFMV | $3,524,053 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WILLIAM BLAIR INVESTMENTS-EQUITIES | StockNm |
| EOY Book Value | $23,419,210 | EOYBookValueAmt |
| EOYFMV | $23,419,210 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,957,687 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,957,687 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,790 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,790 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLD COINS | AT COST | $398,614 | $398,614 |
| GOLD COINS-LLC | AT COST | $97,185 | $97,185 |
| WILLIAM BLAIR INVESTMENTS-ETF | AT COST | $16,119,220 | $16,119,220 |
| STEPHENSON FARM JOINT VENTURE PARTNERSHIP K-1 INVESTMENT | AT COST | $248,017 | $248,017 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (107 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE AND FIXTURES-LLC | $19,670 | $703 | $18,967 |
| MACHINERY AND EQUIPMENT-LLC | $51,430 | $2,572 | $48,858 |
| 2023 FORD VAN-LLC | $52,190 | $0 | $52,190 |
| 2023 FORD VAN-LLC | $54,930 | $0 | $54,930 |
| 2022 RAM 2500 TRUCK-LLC | $53,740 | $0 | $53,740 |
| VEHICLES-LLC | $102,660 | $5,133 | $97,527 |
| CRABBS BRANCH BUILD OUT LLC | $46,250 | $420 | $45,830 |
| OFFICE BLDG.- MONTGOMERY CO.MD | $5,472,000 | $719,081 | $4,752,919 |
| CASEY CORNER- 5706 904 CENTER PARCEL E LAND | $1,063,000 | $0 | $1,063,000 |
| CASEY CORNER- 5706 904 CENTER PARCEL E MAIN SECTION | $2,951,000 | $2,729,675 | $221,325 |
| CASEY CORNER SHOPPING CENTER-PARCEL F BLDG | $614,527 | $519,846 | $94,681 |
| CASEY CORNER SHOPPING CENTER-PARCEL D BLDG | $186,000 | $186,000 | $0 |
| CASEY CORNER SHOPPING CENTER-PARCEL G BLDG | $44,646 | $44,646 | $0 |
| CASEY CORNER SHOPPING CENTER-ALLENTOWN RD BLDG | $313,334 | $313,334 | $0 |
| OLD ROY ROGERS BLDG | $230,424 | $230,424 | $0 |
| OLD HOUSE LOT LAND | $61,490 | $0 | $61,490 |
| LIGON KNOLLS, 10006 HURST STREET | $94,763 | $94,763 | $0 |
| LIGON KNOLLS, 10007 HURST STREET | $95,346 | $95,346 | $0 |
| LIGON KNOLLS, 10008 HURST STREET | $95,211 | $95,211 | $0 |
| LIGON KNOLLS, 10009 HURST STREET | $94,685 | $94,685 | $0 |
| LIGON KNOLLS, 10011 HURST STREET | $94,554 | $94,554 | $0 |
| LIGON KNOLLS, 10102 HURST STREET | $94,670 | $94,670 | $0 |
| LIGON KNOLLS, 5816 GREENLAWN DRIVE | $94,392 | $94,392 | $0 |
| LIGON KNOLLS, 5820 GREENLAWN DRIVE | $94,430 | $94,430 | $0 |
| LIGON KNOLLS, 5825 GREENLAWN DRIVE | $94,747 | $94,747 | $0 |
| LIGON KNOLLS, 5900 GREENLAWN DRIVE | $94,685 | $94,685 | $0 |
| LIGON KNOLLS, 5903 GREENLAWN DRIVE | $96,132 | $96,132 | $0 |
| LIGON KNOLLS, 5904 GREENLAWN DRIVE | $94,569 | $94,569 | $0 |
| LIGON KNOLLS, 5905 GREENLAWN DRIVE | $94,654 | $94,654 | $0 |
| LIGON KNOLLS, 5907 GREENLAWN DRIVE | $94,585 | $94,585 | $0 |
| PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES | $911,561 | $911,561 | $0 |
| ROSEMONT SEC 2, 9009 ROSEMONT AVENUE | $106,928 | $106,928 | $0 |
| ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE | $84,676 | $84,676 | $0 |
| ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE | $88,630 | $88,630 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET | $77,490 | $77,490 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET | $77,794 | $77,794 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET | $75,385 | $75,385 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET | $77,254 | $77,254 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET | $65,535 | $65,535 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET | $77,817 | $77,817 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET | $66,683 | $66,683 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET | $77,254 | $77,254 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET | $74,677 | $74,677 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET | $77,794 | $77,794 | $0 |
| CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET | $77,777 | $77,777 | $0 |
| MT. PLEASEANT 5134/362..CHASE FARM | $210,000 | $0 | $210,000 |
| OWENS DISC ETC 5555/566.. SUTLIFF FARM | $1,228,000 | $0 | $1,228,000 |
| OWENS CONCLUSION 5555/566.. SUTLIFF FARM | $20,000 | $0 | $20,000 |
| THREE BROTHERS RICHLAND 5212/86... TUVE FARM | $875,000 | $0 | $875,000 |
| GRUBBY THICKET 4846/595.BRODIE FARM (DAWSONVILLE) | $1,216,000 | $0 | $1,216,000 |
| AIX LA CHAPPELLE GRUBBBY THICKET 3121/298..SELLMAN FARM | $710,000 | $0 | $710,000 |
| AIX LA CHAPPELLE 3121/298.. PART OF WRIGHT FARM | $1,500 | $0 | $1,500 |
| PARTNERSHIP 2472/388 PART OF H. SMITH FARM | $30,000 | $0 | $30,000 |
| ADD TO PARTNERSHIP 2472/88H. SMITH FARM | $775,000 | $0 | $775,000 |
| PARTNERSHIP 2305/593..PART OF MARCHANT FARM | $1,500 | $0 | $1,500 |
| WOODSTOCK THOMAS FARM 6295/036 | $800,000 | $0 | $800,000 |
| PT CONCLUSION 2305/593... PART OF MAGRUDER FARM | $500,000 | $0 | $500,000 |
| THOMAS DISCOVERY PT CONCLUSION 2305/593..MAGRUDER FARM | $1,084,000 | $0 | $1,084,000 |
| POOLES RIGHT 5113/237GOTHAM I | $480,000 | $0 | $480,000 |
| PARTNERSHIP 5434/607..GOTHAM II | $300,000 | $0 | $300,000 |
| CHISWELL INHERITANCE SUGARLAND ROAD | $36,480 | $0 | $36,480 |
| FRIENDSHIP 5419/761.GILDAR FARM RT 107 | $237,000 | $0 | $237,000 |
| W/S RTE 75 @ CRICKENBERGER ROAD FARM LAND FREDERICK MD | $1,928,257 | $0 | $1,928,257 |
| PLAT 9308 R/W ROSEMONT SEC 3.ROSEMONT RIGHT OF WAY | $3,000 | $0 | $3,000 |
| HAMMONDS ADVENTURE 1125/61 FLEET | $700,000 | $0 | $700,000 |
| PT LTS 3/4 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS | $30,000 | $0 | $30,000 |
| P6-7 CROYDEN PARK 1588/473 3960/29 PARK ROAD LOTS | $25,000 | $0 | $25,000 |
| PINEY GROVE 2436-455 BOSWELL LANE | $105,000 | $0 | $105,000 |
| HAMMONDS ADVENTURE 1125/61 BEHIND BLANDFORD HOUSES | $3,000 | $0 | $3,000 |
| POOLESVILLE LOT 1961-30 | $10,000 | $0 | $10,000 |
| LIGON KNOLLS, 10006 HURST STREET | $55,237 | $0 | $55,237 |
| LIGON KNOLLS, 10007 HURST STREET | $54,654 | $0 | $54,654 |
| LIGON KNOLLS, 10008 HURST STREET | $54,789 | $0 | $54,789 |
| LIGON KNOLLS, 10009 HURST STREET | $55,315 | $0 | $55,315 |
| LIGON KNOLLS, 10011 HURST STREET | $55,446 | $0 | $55,446 |
| LIGON KNOLLS, 10102 HURST STREET | $55,330 | $0 | $55,330 |
| LIGON KNOLLS, 5816 GREENLAWN DRIVE | $55,608 | $0 | $55,608 |
| LIGON KNOLLS, 5820 GREENLAWN DRIVE | $55,570 | $0 | $55,570 |
| LIGON KNOLLS, 5825 GREENLAWN DRIVE | $55,253 | $0 | $55,253 |
| LIGON KNOLLS, 5900 GREENLAWN DRIVE | $55,315 | $0 | $55,315 |
| LIGON KNOLLS, 5903 GREENLAWN DRIVE | $53,868 | $0 | $53,868 |
| LIGON KNOLLS, 5904 GREENLAWN DRIVE | $55,431 | $0 | $55,431 |
| LIGON KNOLLS, 5905 GREENLAWN DRIVE | $55,346 | $0 | $55,346 |
| LIGON KNOLLS, 5907 GREENLAWN DRIVE | $55,415 | $0 | $55,415 |
| PLAT 10274 ROSEMONT SEC 2 57-79 WEST DEER PARK / TOWNHOUSES | $302,428 | $0 | $302,428 |
| ROSEMONT SEC 2, 9009 ROSEMONT AVENUE | $43,072 | $0 | $43,072 |
| ALTA VISTA JOHNSONS SUB 5521 OAKMONT AVENUE | $65,324 | $0 | $65,324 |
| ALTA VISTA JOHNSONS SUB 5615 OAKMONT AVENUE | $61,370 | $0 | $61,370 |
| CASEY & BLANDFORD ADD ROCKVILLE 210 BLANDFORD STREET | $32,510 | $0 | $32,510 |
| CASEY & BLANDFORD ADD ROCKVILLE 212 BLANDFORD STREET | $32,206 | $0 | $32,206 |
| CASEY & BLANDFORD ADD ROCKVILLE 213 BLANDFORD STREET | $34,615 | $0 | $34,615 |
| CASEY & BLANDFORD ADD ROCKVILLE 214 BLANDFORD STREET | $32,746 | $0 | $32,746 |
| CASEY & BLANDFORD ADD ROCKVILLE 215 BLANDFORD STREET | $44,465 | $0 | $44,465 |
| CASEY & BLANDFORD ADD ROCKVILLE 216 BLANDFORD STREET | $32,183 | $0 | $32,183 |
| CASEY & BLANDFORD ADD ROCKVILLE 217 BLANDFORD STREET | $43,317 | $0 | $43,317 |
| CASEY & BLANDFORD ADD ROCKVILLE 218 BLANDFORD STREET | $32,746 | $0 | $32,746 |
| CASEY & BLANDFORD ADD ROCKVILLE 219 BLANDFORD STREET | $35,323 | $0 | $35,323 |
| CASEY & BLANDFORD ADD ROCKVILLE 220 BLANDFORD STREET | $32,206 | $0 | $32,206 |
| CASEY & BLANDFORD ADD ROCKVILLE 222 BLANDFORD STREET | $32,223 | $0 | $32,223 |
| OFFICE BLDG.- MONTGOMERY CO.MD LAND | $2,128,000 | $0 | $2,128,000 |
| DALAMAR APARTMENTS-BLDG | $12,050,000 | $109,545 | $11,940,455 |
| ROSEDALE APARTMENTS-BLDG | $19,225,000 | $174,773 | $19,050,227 |
| ROSEDALE APARTMENTS-LAND | $3,060,000 | $0 | $3,060,000 |
| SHADY GROVE & ROUTE 355 LAND | $20,460,000 | $0 | $20,460,000 |
| WAREHOUSE | $12,620,000 | $80,897 | $12,539,103 |
| MARCHANT FARM-19.75 ACRES | $56,750 | $0 | $56,750 |
| POOLE RIGHT 2149-557-WRIGHT FARM | $816,000 | $0 | $816,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $176,112 | LegalFeesAmt |
| Net Investment Income | $176,112 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $49,139 | $48,222 | $48,222 |
| OTHER ASSETS-LLC | $27,747 | $27,747 | |
| CASEY MANAGEMENT GROUP LLC | $1,545,758 | $1,545,758 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $109 | $109 | $0 |
| INSURANCE-LLC | $36,090 | $0 | $36,090 |
| OFFICE EXPENSES | $103 | $0 | $103 |
| OFFICE EXPENSES-LLC | $6,599 | $0 | $6,599 |
| SECURITY SERVICES-LLC | $96,214 | $0 | $96,214 |
| PROGRAM PROJECTS | $128,921 | $0 | $128,921 |
| RENTAL MAINTENANCE AND REPAIRS | $364,901 | $364,901 | $0 |
| RENTAL INSURANCE | $240,515 | $240,515 | $0 |
| RENTAL LANDSCAPING | $246,371 | $246,371 | $0 |
| RENTAL SECURITY | $63,986 | $63,986 | $0 |
| RENTAL TENANT BUILDOUT | $66,241 | $66,241 | $0 |
| RENTAL ADVERTISING | $15,791 | $15,791 | $0 |
| RENTAL UTILITIES | $280,819 | $280,819 | $0 |
| RENTAL VARIOUS OTHER EXPENSES | $550,984 | $550,984 | $0 |
| REAL ESTATE TAXES PAID | $1,297,169 | $1,297,169 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP K-1 INVESTMENT INCOME | $5,556 | $5,556 | $5,556 |
| ADMIN./MANAGMENT FEES | $794,830 | $794,830 | $794,830 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSFER FROM CASEY MANAGEMENT INC. | $1,023,452 |
| UNREALIZED GAINS ON INVESTMENTS | $27,108,797 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $151,947 | BOYBookValueAmt |
| EOY Book Value | $573,186 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $17,619 | $0 | $17,619 |
| OTHER PROFESSIONAL FEES-LLC | $1,660 | $0 | $1,660 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTY BROWN CASEY TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 CRABBS BRANCH WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20855 | ZIPCd |