WILLIAM E CROSS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM E CROSS FOUNDATION INC (EIN 20-1220528)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-07
- IRS object ID
- 202302199349100075
- 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
- Accounting Fees Schedule
- Dissolution Stmt
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-07T12:24:10-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-07-20 | 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 | 2 | 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 | $7,803,166 | 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 | $230,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $230,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $565,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,559,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $565,867 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $796,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $796,148 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $228,520 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $228,520 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,995 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $37 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $37 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,131 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $62,131 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96,635 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96,635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $395,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $395,318 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,895,168 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,895,168 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,290,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $395,318 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,895,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,494,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $400,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,736 | CashBOYAmt |
| Cash EOY | $120,629 | CashEOYAmt |
| Cash EOYFMV | $120,629 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,027,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $238,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $238,663 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $100,096 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,125 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,455 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,437,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,349,697 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,412,940 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $153,654 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,479 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,479 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,766,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,741,593 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,803,166 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,766,451 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,741,593 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,766,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,741,593 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,766,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,741,593 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,766,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,494,338 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,272,113 | SubtotalAmt |
| Other Decreases | $530,520 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,741,593 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 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 | 2022-12-31 | $378,542 | $378,542 | $378,542 | |
| FAMILTY HERITAGE TRUST COMPANY | 2022-01-01 | 2022-12-31 | $2,607 | -$295 | -$295 | $2,902 |
| FAMILTY HERITAGE TRUST COMPANY | 2001-01-01 | 2022-12-31 | $743 | -$35 | -$35 | $778 |
| FIDELITY | 2022-01-01 | 2022-12-31 | $1,041 | -$22 | -$22 | $1,063 |
| FIDELITY | 2001-01-01 | 2022-12-31 | $418,463 | -$741 | -$741 | $419,204 |
| MORGAN STANLEY | 2022-01-01 | 2022-12-31 | $4,412 | -$986 | -$986 | $5,398 |
| MORGAN STANLEY | 2001-01-01 | 2022-12-31 | $753,749 | $189,404 | $189,404 | $564,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $565,867 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,572 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,572 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,172 | 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 | $29,172 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,600 | OverpaymentAmt |
| Applied To ES Tax | $23,600 | 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 | Yes (1) | 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 (4 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 | ||||||||
| 7400 RADICE CT UNIT 601 | LAUDERHILL | FL | 333194284 | PRESIDENT/DIRE | 5.00 | $61,880 | $0 | $21,000 |
| ARTHUR B BRISKER | ||||||||
| 22322 PUNTA DEL CAPO CT | ESTERO | FL | 33928 | VICE-PRES/DIREC | 5.00 | $61,880 | $0 | $21,000 |
| REBECCA LINTON | ||||||||
| 2631 MILL RACE ROAD | FREDERICK | MD | 217016805 | TREASURER/DIREC | 2.00 | $30,880 | $0 | $3,000 |
| HAZEL BRISKER | ||||||||
| 22322 PUNTA DEL CAPO CT | ESTERO | FL | 33928 | SECRETARY/DIREC | 2.00 | $25,880 | $0 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,819,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $779,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,599,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,599,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $218,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,380,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $719,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $719,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,572 | TotalTaxAmt |
| Distributable Before Adj | $713,451 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $713,451 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $713,451 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,895,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,895,168 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $713,451 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,099 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,895,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,099 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $713,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,153,618 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,153,618 | 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 | $6,153,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $6,153,618 | 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 (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 247 DANCE STUDIO REPERTORY CO | |||||||
| 482-A PROSPECT BLVD | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| ADVOCATES FOR THE AGING | |||||||
| 8222 GLENDALE DRIVE | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| ALL SAINT'S PARISH THRIFT SHOP | |||||||
| 18 OLIVE AVENUE | REHOBETH BEACH | DE | 19971 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 108 BYTE DRIVE 103 | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| AMERICA'S VETDOGS | |||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| ARTS FOR THE AGING-MARYLAND INC | |||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| BEEBE MEDICAL FOUNDATION | |||||||
| 902 SAVANNAH RD | LEWES | DE | 19958 | NONE | PC | FOR PROGRAM SERVICES | $20,000 |
| BERNIE SCHOLARSHIP AWARDS PROGRAM | |||||||
| PO BOX 2514 | ROCKVILLE | MD | 20847 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| BRETHREN DISASTER MINISTRIES | |||||||
| 601 MAIN ST | NEW WINDSOR | MD | 21776 | NONE | PC | FOR PROGRAM SERVICES | $26,000 |
| CALVARY UNITED METHODIST CHURCH | |||||||
| 1 MUSIC CIRCLE N | NASHVILLE | TN | 372034310 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| CAMP REHOBOTH | |||||||
| 37 BALTIMORE AVE | REHOBOTH BEACH | DE | 19971 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| CASA OF FREDERICK COUNTY | |||||||
| 226 SOUTH JEFFERSON ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| CATHOLIC CHARITIES OF LEE CO FL | |||||||
| 4235 MICHIGAN LINK | FORT MYERS | FL | 33916 | NONE | PC | FOR PROGRAM SERVICES | $15,000 |
| CELEBRATE FREDERICK | |||||||
| 121 NORTH BENTZ ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| CENTER FOR THE ARTS BONITA SPRINGS | |||||||
| 26100 OLD US 41 RD | BONITA SPRINGS | FL | 34135 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| CLEAR SPACE PRODUCTIONS INC | |||||||
| 35721 ELK CAMP ROAD | REHOBETH BEACH | DE | 19971 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| COMMUNITY COOPERATIVE INC | |||||||
| PO BOX 2143 | FORT MYERS | FL | 33902 | NONE | PC | FOR PROGRAM SERVICES | $20,000 |
| 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 | $11,000 |
| ESTERO FOREVER FOUNDATION INC | |||||||
| 21115 DESIGN PARC LANE | ESTERO | FL | 33928 | NONE | PC | FOR PROGRAM SERVICES | $2,500 |
| FAHRNEY-KEEDY HOME AND VILLAGE | |||||||
| 8507 MAPLEVILLE RD | BOONSBORO | MD | 21713 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| FAMILY JUSTICE CENTER FOUNDATION INC | |||||||
| PO BOX 10692 | ROCKVILLE | MD | 20849 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| FIDOS FOR FREEDOM INC | |||||||
| 1200 SANDY SPRING ROAD | LAUREL | MD | 20707 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| FLORIDA REPERTORY COMPANY INC | |||||||
| PO BOX 2483 | FORT MYERS | FL | 33902 | NONE | PC | FOR PROGRAM SERVICES | $20,000 |
| FORT MYERS COMM CONCERT ASSOC | |||||||
| PO BOX 606 | FORT MYERS | FL | 33902 | NONE | PC | FOR PROGRAM SERVICES | $6,800 |
| 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 | $20,000 |
| FREDERICK ARTS COUNCIL | |||||||
| 11 WEST PATRICK STREET SUITE 201 | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| FREDERICK COMMUNITY ACTION AGENCY | |||||||
| 100 SOUTH MARKET STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| FREDERICK HEALTH HOSPICE INC | |||||||
| 400 WEST SEVENTH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERICES | $5,000 |
| FREDERICK HEALTH HOSPITAL INC | |||||||
| 400 WEST 7TH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $27,500 |
| FREDERICK RESCUE MISSION INC | |||||||
| PO BOX 3389 | FREDERICK | MD | 21705 | NONE | PC | FOR PROGRAM SERVICES | $15,000 |
| FREDERICK VOLLEYBALL CLUB JUNIORS INC | |||||||
| PO BOX 3084 | FREDERICK | MD | 217053084 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| 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 LARCHE FREDERICK MARYLAND INC | |||||||
| PO BOX 1636 | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| GAITHERSBURG COMMUNITY SOUP KITCHEN INC | |||||||
| 201 SOUTH FREDERICK AVENUE | GAITHERSBURG | MD | 20877 | NONE | PC | FOR PROGRAM SERVICES | $18,200 |
| 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 | $5,000 |
| GOODWILL INDUSTRIES OF MONOCACY VALLEY | |||||||
| 400 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANTIE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| GULFSHORE OPERA | |||||||
| 3281 GOLDEN GATE WEST | NAPLES | FL | 34120 | NONE | PF | FOR PROGRAM SERVICES | $16,000 |
| HABITAT FOR HUMANITY OF FREDERICK COUNTY MD | |||||||
| 117 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTYS | |||||||
| 1288 NORTH TAMIANO TRAIL | NORTH FORT MYERS | FL | 33903 | NONE | PC | FOR PROGRAM SERVICES | $9,000 |
| HALFWAY ENVIRONMENT FOR ALCOHOLICS RECOVERING INC | |||||||
| 8 NORTH QUEEN STREET 5TH FLOOR | LANCASTER | PA | 17603 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| HEARTLY HOUSE INC | |||||||
| PO BOX 857 | FREDERICK | MD | 21705 | NONE | PC | FOR PROGRAM SERVICES | $12,000 |
| HEARTS & HOMES FOR YOUTH INC | |||||||
| 3919 NATIONAL DRIVE SUITE 400 | BURTONSVILLE | MD | 20866 | NONE | PC | FOR PROGRAM SERVICES | $4,000 |
| HEBREW HOME OF GREATER WASHINGTON | |||||||
| 6121 MONTROSE RD | ROCKVILLE | MD | 20852 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| HILLWOOD ESTATE MUSEUM & GARDENS | |||||||
| 4155 LINNEAN AVENUE NW | WASHINGTON | DC | 20008 | NONE | EOF | FOR PROGRAM SERVICES | $1,000 |
| HOPE HOSPICE & COMMUNITY SERVICES | |||||||
| 9470 HEALTH PARK CIRCLE | FORT MYER | FL | 33908 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| HOUSE OF RUTH MARYLAND INC | |||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| 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 |
| IMMOKALEE FRIENDSHIP HOUSE | |||||||
| 602 WEST MAIN ST | IMMOKALEE | FL | 34142 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| INTERFAITH CHARITIES OF SOUTH LEE | |||||||
| 17592 ROCKEFELLER CIRCLE | FORT MYERS | FL | 33967 | NONE | PC | FOR PROGRAM SERVICES | $15,000 |
| JEWISH FOUNDATION FOR GROUP HOMES | |||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | NONE | PC | FOR PROGRAM SERVICES | $1,500 |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 6123 MONTROSE RD | ROCKVILLE | MD | 20852 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| JSSA HOSPICE | |||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| KAIROS PRISON MINISTRY INTERNATIONAL INC | |||||||
| 100 DEBARY PLANTATION BLVD | DEBARY | FL | 32713 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| LAKE COUNTY RURAL ARTS INITIATIVE | |||||||
| 215 WEST MONTGOMERY AVENUE | ROCKVILLE | MD | 20850 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| MANNA FOOD CENTER INC | |||||||
| 9311 GAITHER RD | GAITHERSBURG | MD | 20877 | NONE | PC | FOR PROGRAM SERVICES | $15,000 |
| MCPAW | |||||||
| 9613 EDLWICK WAY | POTOMAC | MD | 20854 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| MEALS ON WHEELS OF FREDERICK COUNTY | |||||||
| 1440 TANEY AVENUE | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| MEALS ON WHEELS OF LEWES & REHOBOTH INC | |||||||
| 32409 LEWES GEORGETOWN HIGHWAY | LEWES | DE | 19958 | NONE | PC | FOR PROGRAM SERVICES | $15,000 |
| 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 | $15,620 |
| MONTGOMERY COLLEGE FOUNDATION | |||||||
| 40 WEST GUDE DR SUITE 220 | ROCKVILLE | MD | 20850 | NONE | PC | FOR PROGRAM SERVICES | $20,000 |
| MONTGOMERY HOSPICE FOUNDATION | |||||||
| 1355 PICCARD DR SUITE 100 | GAITHERSBURG | MD | 20850 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| NAPLES SENIOR CENTER AT JFCS INC | |||||||
| 5025 CASTELLO DR | NAPLES | FL | 34103 | NONE | PC | FOR PROGRAM SERVICES | $20,000 |
| 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 |
| POPLAR SPRINGS ANIMAL SANCTUARY | |||||||
| PO BOX 507 | POOLESVILLE | MD | 20837 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| 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 | $11,000 |
| SAN MAR CHILDREN'S HOME INC | |||||||
| 8504 MAPLEVILLE ROAD | BOONSBORO | MD | 21713 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| SEASIDE JEWISH COMMUNITY | |||||||
| PO BOX 1472 | REHOBOTH BEACH | DE | 19971 | NONE | PC | FOR PROGRAM SERVICES | $4,000 |
| SECOND CHANCE WILDLIFE CENTER INC | |||||||
| 7101 BARCELLONA DRIVE | GAITHERSBURG | MD | 20879 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| SHELTER FOR ABUSED WOMEN AND CHILDREN INC | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| SOPHIE & MADIGAN'S PLAYGROUND | |||||||
| PO BOX 1628 | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| ST MATTHEWS HOUSE | |||||||
| 2001 AIRPORT PULLING RD S | NAPLES | FL | 34112 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| ST MARTIN'S PANTRY | |||||||
| 201 SOUTH FREDERICK AVE | GAITHERSBURG | MD | 20877 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| ST VINCENT DEPAUL SOCIETY- NAPLES | |||||||
| 4451 MERCHANTILE AVE | NAPLES | FL | 34104 | NONE | PC | FOR PROGRAM SERVICES | $15,000 |
| SUPPORT OLDER ADULTS THROUGH RESOURCES INC | |||||||
| PO BOX 1603 | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| SW FLORIDA HOLOCAUST MUSEUM | |||||||
| 4760 TAMIAMI TRAIL NORTH SUITE 7 | NAPLES | FL | 34103 | NONE | PC | FOR PROGRAM SERVICES | $7,000 |
| THE RANCH INC | |||||||
| 7902 FINGERBOARD ROAD | FREDERICK | MD | 21704 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| THE BROTHERHOOD OF THE JUNGLE COOK INC | |||||||
| 706 ORCHARD WAY | SILVER SPRING | MD | 20904 | NONE | PC | FOR PROGRAM SERVICES | $4,000 |
| THE COMMUNITY FOUNDATION OF COLLIER COUNTY | |||||||
| 110 PINE RIDGE ROAD NO 200 | NAPLES | FL | 34108 | 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 MONOCACY FOUNDATION | |||||||
| 620-B RESEARCH CT | FREDERICK | MD | 21703 | NONE | EOF | FOR PROGRAM SERVICES | $3,000 |
| THE NAPLES PLAYERS | |||||||
| 701 5TH AVENUE SOUTH | NAPLES | FL | 341026662 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| 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 | $21,880 |
| 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 | $82,000 |
| UNIVERSITY OF BALTIMORE FOUNDATION INC | |||||||
| 1130 NORTH CHARLES ST | BALTIMORE | MD | 21201 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| UNIVERSITY OF MIAME BASCOM PALMER EYE INSTITUTE | |||||||
| PO BOX 248106 | CORAL GABLES | FL | 331242912 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| USO OF METROPOLITAN WASHINGTON-BALT | |||||||
| 228 MCNAIR ROAD BLDG 405 | FORT MYER | VA | 22211 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| VETERANS AIRLIFT COMMAND | |||||||
| 5776 WAYZATA BLVD SUITE 700 | ST LOUIS PARK | MN | 55416 | NONE | PC | FOR PROGRAM SERVICES | $4,000 |
| VICTIMS RIGHTS FOUNDATION | |||||||
| 814 WEST DIAMOND AVE STE 200 | GAITHERSBURG | MD | 20878 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| WE CROSS CHARITABLE FOUNDATION INC | |||||||
| 22322 PUNTA DEL CAPO CT | ESTERO | FL | 33928 | SPIN-OFF | PF | FOR PROGRAM SERVICES | $6,055,168 |
| WEINBURG CENTER FOR THE ARTS | |||||||
| 20 WEST PATRICK STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $4,000 |
| WOMEN WHO CARE MINISTRIES | |||||||
| 19634 CLUB HOUSE RD SUITE 620 | MONTGOMERY VILLAGE | MD | 20886 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,895,168 | 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 | $230,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $565,867 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $230,281 | ExclusionAmt |
| Related Or Exempt Function Incm | $565,867 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $796,148 | 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 | $7,995 | Amt |
| Net Investment Income | $7,995 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WE CROSS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22322 PUNTA DEL CAPO CT | AddressLine1Txt |
| City | ESTERO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | SUBSTANTIAL CONTRACTION: ON DECEMBER 12, 2022, THE WILLIAM E. CROSS FOUNDATION, INC. MADE A GRANT OF $6,055,168 TO THE W.E. CROSS CHARTABLE FOUNDATION INC. THE W.E. CROSS CHARITABLE FOUNDATION (EIN: 88-4177243) IS A TAX-EXEMPT FLORIDA CORPORATION, AND WAS APPROVED BY THE IRS AS A 501(C)(3) TAX-EXEMPT ORGANIZATION. THE STOCKS, MUTUAL FUNDS AND CASH WERE TRANSFERRED TO MORGAN STANLEY IN NEW YORK TO AN INVESTMENT ACCOUNT #235-080819-756. THE THREE DIRECTORS OF THE W.E. CROSS CHARITABLE FOUNDATION ARE: ARTHUR B. & HAZEL M. BRISKER OF 22322 PUNTA DEL CAPO CT; ESTERO, FLORIDA 33928; AND ALICIA J. BRISKER OF 11160 BOTTLE ROCK ROAD; KELSEYVILLE, CA 96451. | ShortExplanationTxt |
| Dissolution | $6,055,168 | DissolutionAmt |
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 | $29,125 | EOYBookValueAmt |
| EOYFMV | $27,455 | 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 | $5,556 | $5,628 |
| FHTC-DFA EMERG MKTS VALUE | AT COST | $3,766 | $3,908 |
| FHTC-EMERGING MKTS | AT COST | $3,653 | $3,713 |
| FHTC-INT'L SMALL CAP | AT COST | $6,879 | $6,753 |
| FHTC-INT'L SMALL COMPANY | AT COST | $7,062 | $6,651 |
| FHTC- INT'L VALUE | AT COST | $14,053 | $13,863 |
| FHTC- US LARGE CAP VALUE | AT COST | $23,620 | $30,335 |
| FHTC- REAL ESTATE SEC | AT COST | $9,642 | $11,641 |
| FHTC- US CORE EQUITY | AT COST | $15,261 | $24,300 |
| FHTC- US VECTOR EQUITY | AT COST | $30,084 | $39,831 |
| FHTC- DFA 2 YR FIXED INCOME | AT COST | $12,645 | $12,023 |
| FHTC-DFA 5 YEAR GLOBAL FIXED | AT COST | $12,766 | $11,464 |
| FHTC- ONE YEAR FIXED INCOME | AT COST | $12,494 | $12,181 |
| FHTC- DFA SHORT TERM GOVT | AT COST | $12,534 | $11,618 |
| FID-AMERICAN CENTURY DIV BOND | AT COST | $395,910 | $335,500 |
| FID-ARTISAN INT'L | AT COST | $477,114 | $411,589 |
| FID-JOHN HANCOCK DISC VALUE | AT COST | $797,637 | $878,087 |
| FID-LORD ABBETT SHORT DURATION INCO | AT COST | $310,142 | $283,992 |
| FID-PIMCO REAL RETURN | AT COST | $222,801 | $183,583 |
| FID-AMERICAN BEACON INT'L | AT COST | $473,989 | $433,633 |
| FID-AMERICAN CENTURY EQUITY | AT COST | $1,030,973 | $824,477 |
| FID-ARTISAN MID CAP | AT COST | $341,581 | $258,952 |
| FID- HARTFORD SMALL COMPANY | AT COST | $298,822 | $240,191 |
| FID-MAINSTAY WINSLOW LARGE CAP | AT COST | $881,915 | $697,092 |
| FID-JANUS HENDERSON SMALL CAP | AT COST | $314,733 | $327,047 |
| FID-TEMPLETON GLOBAL BOND | AT COST | $149,524 | $104,433 |
| MS-FIRST TRUST DJ INTERNET IDX | AT COST | $45,183 | $29,802 |
| MS-ISHARES CORE DIVIDEND GROWTH | AT COST | $62,966 | $83,941 |
| MS-ISHARES CORE HIGH DIVIDEND | AT COST | $27,344 | $27,726 |
| MS- JPMORGAN EQUITY PREMIUM INC | AT COST | $30,311 | $28,051 |
| MS- ISHARES SELECT DIVIDEND | AT COST | $28,584 | $27,938 |
| MS- ALPS I OSHARES US QUALITY DIV | AT COST | $24,969 | $30,804 |
| MS-SPDR PORT S&P 500 HIGH DIV | AT COST | $28,595 | $26,432 |
| MS- WESTERN ASSET DIVERSIFIED INCOME | AT COST | $28,671 | $18,161 |
| MS-AMERICAN CAP INC BUILDER | AT COST | $162,810 | $169,278 |
| MS-AMERICAN CAP WORLD GROWTH AND INC | AT COST | $17,229 | $25,052 |
| MS-AMERICAN EUROPACIFIC GROWTH | AT COST | $21,978 | $19,169 |
| MS-AMERICAN GROWTH FUND OF AMERICA | AT COST | $134,523 | $116,939 |
| MS-AMERICAN INCOME FUND OF AMERICA | AT COST | $154,300 | $159,593 |
| MS- AMERICAN INVESTMENT COMPANY OF AMERICA | AT COST | $70,824 | $68,866 |
| MS- AMERICAN NEW WORLD FUND | AT COST | $26,699 | $27,313 |
| MS-AMERICAN WASHINGTON MUTUAL | AT COST | $90,181 | $98,042 |
| MS-COLUMBIA ACORN EUROPEAN INST | AT COST | $34,327 | $42,074 |
| MS-COLUMBIA ACORN INSTIT | AT COST | $71,673 | $47,199 |
| MS- COLUMBIA ACORN INT'L INSTIT | AT COST | $5,165 | $3,522 |
| MS- COLUMBIA CONTRARIAN CORE | AT COST | $182,834 | $153,471 |
| MS- COLUMBIA FLEXIBLE CAPT INC | AT COST | $107,509 | $115,949 |
| MS-COLUMBIA INCOME BUILDER INSTIT | AT COST | $113,728 | $105,304 |
| MS- COLUMBIA SELECT LARGE CAP GROWTH | AT COST | $121,214 | $88,062 |
| MS- COLUMBIA DIVIDEND OPP | AT COST | $82,985 | $82,095 |
| MS- INVESCO OPP GLOBAL OPP | AT COST | $62,272 | $41,166 |
| MS- LORD ABBETT AFFILIATED | AT COST | $64,413 | $65,150 |
| MS- LORD ABBETT CALIBRATED DIV GROW | AT COST | $76,046 | $77,794 |
| MS- PGIM JENNISON FOCUSED VALUE | AT COST | $80,932 | $81,632 |
| MS-PGIM JENNISON GLOBAL OPP | AT COST | $34,228 | $22,744 |
| MS-PGIM JENNISON FOCUSED GROWTH | AT COST | $157,920 | $89,780 |
| MS-PGIM JENNISON GLOBAL EQUITY INC | AT COST | $105,188 | $90,320 |
| MS-PGIM JENNISON MID CAP GROWTH | AT COST | $106,201 | $78,910 |
| MS-PGIM JENNISON SMALL COMPANY | AT COST | $90,201 | $72,644 |
| MS- POLEN GROWTH INSTIT | AT COST | $32,538 | $25,532 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SUBSTANTIAL CONTRACTION: ON DECEMBER 12, 2022, THE WILLIAM E. CROSS FOUNDATION, INC. MADE A GRANT OF $6,055,168 TO THE W.E. CROSS CHARTABLE FOUNDATION INC. THE W.E. CROSS CHARITABLE FOUNDATION (EIN: 88-4177243) IS A TAX-EXEMPT FLORIDA CORPORATION, AND WAS APPROVED BY THE IRS AS A 501(C)(3) TAX-EXEMPT ORGANIZATION. THE STOCKS, MUTUAL FUNDS AND CASH WERE TRANSFERRED TO MORGAN STANLEY IN NEW YORK TO AN INVESTMENT ACCOUNT #235-080819-756. THE THREE DIRECTORS OF THE W.E. CROSS CHARITABLE FOUNDATION ARE: ARTHUR B. & HAZEL M. BRISKER OF 22322 PUNTA DEL CAPO CT; ESTERO, FLORIDA 33928; AND ALICIA J. BRISKER OF 11160 BOTTLE ROCK ROAD; KELSEYVILLE, CA 96451. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $153,654 | BOYBookValueAmt |
| EOY Book Value | $3,479 | EOYBookValueAmt |
| EOYFMV | $3,479 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON DONATION OF STOCK | Desc |
| Amt | $530,520 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $95,306 | $95,306 | $0 |
| BOARD OF DIRECTORS' MEETING EXP. | $416 | $416 | $0 |
| BANK FEES | $118 | $118 | $0 |
| OFFICE EXPENSE | $173 | $173 | $0 |
| INSURANCE | $568 | $568 | $0 |
| PENALTIES | $54 | $54 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,446 | $2,446 | $0 |
| PAYROLL TAXES | $13,810 | $13,810 | $0 |
| EXCISE TAXES | $45,875 | $45,875 | $0 |