LINEHAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LINEHAN FAMILY FOUNDATION INC (EIN 52-1853307)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202433119349100018
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T10:01:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | 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 | 521853307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINEHAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINE | BusinessNameControlTxt |
| Phone | 4107966131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET STE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EARL L LINEHAN | PersonNm |
| Person Title | SECTY/TREAS | PersonTitleTxt |
| Phone | 4107966131 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2024-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,091,703 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $702,111 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $144,712 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,712 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,643,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,886,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,643,521 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $15,337 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,337 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,505,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,803,570 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,122 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,122 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,729 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,729 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,573 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,175 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15,588 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,588 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,122 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,135 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,319,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,777,078 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,994 | CashBOYAmt |
| Cash EOY | $105,865 | CashEOYAmt |
| Cash EOYFMV | $105,865 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $667,995 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $703,260 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $703,260 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,797,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,023,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,443,679 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $323,896 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $753,896 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $727,024 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $601,112 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $600,387 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,111,875 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,392,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,187,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,091,703 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,392,968 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,187,108 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,392,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,187,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,392,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,187,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,392,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,319,534 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,875 | OtherIncreasesAmt |
| Subtotal | $6,760,377 | SubtotalAmt |
| Other Decreases | $573,269 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,187,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 14446.538 VANGUARD DIVIDEND GROWTH INVESTOR CL | 2022-01-14 | 2023-03-29 | $501,728 | $452,701 | $49,027 | $49,027 | |
| 33149.641 BROWN ADVISORY TOTAL RET URN INSTL | 2014-11-06 | 2023-06-26 | $287,507 | $323,896 | -$36,389 | -$36,389 | |
| 3493.246 BROWN ADVISORY SUSTAIN GROWTH INST | 2023-03-29 | 2023-08-22 | $150,000 | $134,804 | $15,196 | $15,196 | |
| 5485.597 BROWN INTERNATIONAL SMALL COMPANY INSTL | 2022-01-14 | 2023-10-06 | $105,762 | $122,913 | -$17,151 | -$17,151 | |
| 5680. APPLE COMPUTER INC. | 2013-04-18 | 2023-12-18 | $1,106,807 | $80,014 | $1,026,793 | $1,026,793 | |
| 1798. APPLE COMPUTER INC. | 2013-04-18 | 2023-12-28 | $348,986 | $25,328 | $323,658 | $323,658 | |
| 4131. SELECT SECTOR SPDR TR ENERGY | 2020-03-19 | 2023-12-28 | $349,178 | $103,514 | $245,664 | $245,664 | |
| CAPITAL GAIN DIVIDENDS | $36,723 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,723 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,723 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,723 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,723 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,723 | P | |||||
| CAPITAL GAIN DIVIDENDS | $36,723 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,643,521 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,701 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,701 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,808 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $23,015 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,823 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,122 | OverpaymentAmt |
| Applied To ES Tax | $2,122 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | EARL L LINEHAN | IndividualWithBooksNm |
| Phone | 4107966131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 FAIRMOUNT AVE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DARIELLE D LINEHAN | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | PRESIDENT | 1 | $0 |
| EARL L LINEHAN | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | SECTY/TREAS | 1 | $0 |
| DEBBIE FINNELL | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | ASST SECRETARY | 1 | $0 |
| JOHN D LINEHAN | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | TRUSTEE | 1 | $0 |
| BRENDAN E LINEHAN | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | TRUSTEE | 1 | $0 |
| CHARLES M LINEHAN | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,205,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $628,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,834,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,834,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,717,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $385,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $385,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,701 | TotalTaxAmt |
| Distributable Before Adj | $361,155 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $361,155 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $361,155 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,257 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $145,257 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $361,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $551,502 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $688,408 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $367,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,607,680 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,257 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $215,898 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $215,898 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,391,782 | 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 | $335,604 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,056,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $688,408 | ExcessFromYear4Amt |
| Excess From Year3 | $367,770 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UMBC FOUNDATION INC | ||||||||
| 1000 HILLTOP CIRCLE | BALTIMORE | MD | 21250 | NONE | PC | GENERAL | $5,000 | |
| ST MARY'S SEMINARY & UNIVERSITY | ||||||||
| 5400 ROLAND AVENUE | BALTIMORE | MD | 212101994 | NONE | PC | GENERAL | $10,000 | |
| ST IGNATIUS LOYOLA ACADEMY | ||||||||
| 740 N CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PC | GENERAL | $30,000 | |
| GBMC PHILANTHROPY | ||||||||
| 6701 N CHARLES STREET | TOWSON | MD | 21204 | NONE | PC | GENERAL | $1,000 | |
| BALTIMORE LEADERSHIP SCHOOL YOUNG WOMEN | ||||||||
| 128 W FRANKLIN STREET | BALTIMORE | MD | 21201 | NONE | PC | GENERAL | $10,000 | |
| BALTIMORE HOMECOMING | ||||||||
| 3700 ODONNELL ST | BALTIMORE | MD | 21224 | NONE | PC | GENERAL | $12,635 | |
| MARYLAND FOOD BANK | ||||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | NONE | PC | GENERAL | $1,000 | |
| CHARM CITY YOUTH LACROSSE | ||||||||
| 111 S CALVERT ST | BALTIMORE | MD | 21202 | NONE | PC | GENERAL | $2,500 | |
| ST JOHN'S LUTHERAN CHURCH BLENHEIM | ||||||||
| 13300 MANOR ROAD | GLEN ARM | MD | 21057 | NONE | PC | GENERAL | $500 | IN MEMORY OF JOAN SHOEMAKER |
| ADELANTE LATINA | ||||||||
| 2907 W STRATHMORE AVE | BALTIMORE | MD | 21209 | NONE | PC | GENERAL | $500 | IN MEMORY OF MARC BLUM |
| ST FRANCIS NEIGHBORHOOD CENTER | ||||||||
| 2405 LINDEN AVE | BALTIMORE | MD | 21217 | NONE | PC | GENERAL | $15,000 | |
| THE SHELTER | ||||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PC | GENERAL | $2,500 | THE NAPLES SHELTER FOR ABUSED WOMEN |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK RD N4327B | BALTIMORE | MD | 21211 | NONE | PC | GENERAL | $10,000 | |
| YELLOWSTONE FOREVER | ||||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL | $2,500 | IN MEMORY OF TIMOTHY WEGLICKI |
| HELPING UP MISSION | ||||||||
| 1029 E BALTIMORE ST | BALTIMORE | MD | 21202 | NONE | PC | GENERAL | $2,500 | |
| HIGH ZERO FOUNDATION INC | ||||||||
| 3618 FALLS ROAD 3RD FLOOR | BALTIMORE | MD | 21211 | NONE | PC | GENERAL | $2,500 | |
| CATCH A LIFT FUND | ||||||||
| 2066 YORK ROAD SUITE 205A | TIMONIUM | MD | 21093 | NONE | PC | GENERAL | $5,000 | |
| ST IGNATIUS CHURCH | ||||||||
| 740 N CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PC | GENERAL | $25,000 | |
| BALTIMORE NEXT GENERATION INVESTING | ||||||||
| 35 WARRENTON ROAD | BALTIMORE | MD | 21210 | NONE | PC | GENERAL | $1,000 | EVENT |
| CAVES VALLEY GOLF CLUB FOUNDATION | ||||||||
| 2910 BLENDON RD | OWINGS MILLS | MD | 21117 | NONE | PC | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $144,135 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,643,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SANDTON CREDIT SOL | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $15,337 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,803,570 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,803,570 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | EARL L LINEHAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 FAIRMOUNT AVENUE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $702,111 | 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 | 1,798 SHARES OF APPLE, INC. 4,131 SHARES OF ENERGY SELECT SECTOR SPDR ETF | NoncashPropertyDesc |
| Fair Market Value | $702,111 | FairMarketValueAmt |
| Received | 2023-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,122 | Amt |
| Disbursements Charitable Prps | $1,122 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $753,896 | EOYBookValueAmt |
| EOYFMV | $727,024 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,023,700 | EOYBookValueAmt |
| EOYFMV | $6,443,679 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $600,387 | BookValueAmt |
| EOYFMV | $1,111,875 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF. OF MV OVER BASIS OF CONTR. ASSETS | Desc |
| Amt | $573,269 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP EXPENSE | Desc |
| Revenue And Expenses Per Books | $15,588 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,588 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SANDTON CREDIT SOLUTIONS OFFSHORE | Desc |
| Revenue And Expenses Per Books | $15,337 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,337 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $47,875 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES-PRIN | CategoryTxt |
| Amt | $7,729 | Amt |
| Net Investment Income | $7,729 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $14,398 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,483 | $1,483 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,692 | $1,692 | $0 |