LINEHAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LINEHAN FAMILY FOUNDATION INC (EIN 52-1853307)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-25
- IRS object ID
- 202342989349100104
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-25T07:00:07-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2023-10-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $7,205,050 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $99,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $980,748 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,828,073 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $980,748 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$51 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$51 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,079,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,079,802 | 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 | $3,114 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,114 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,407 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,407 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,116 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,288 | 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 | $16,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,019 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,713 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,713 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,827 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $931,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,054,088 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,707 | CashBOYAmt |
| Cash EOY | $1,994 | CashEOYAmt |
| Cash EOYFMV | $1,994 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $538,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $667,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $667,995 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,138,955 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,797,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,079,798 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $157,229 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $323,896 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $288,733 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $705,976 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $601,112 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,166,530 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,558,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,392,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,205,050 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,558,953 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,392,968 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,558,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,392,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,558,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,392,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,558,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $931,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,490,386 | SubtotalAmt |
| Other Decreases | $97,418 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,392,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6800. MICROCHIP TECHNOLOGY INC | 2012-06-05 | 2022-01-11 | $572,082 | $84,876 | $487,206 | $487,206 | |
| 945. UNITED RENTALS INC | 2020-05-14 | 2022-01-11 | $313,193 | $100,172 | $213,021 | $213,021 | |
| 7245. WELLS FARGO & CO-NEW | 1995-10-18 | 2022-01-11 | $403,678 | $86,226 | $317,452 | $317,452 | |
| 1428.912 ARTISAN INTL VALUE FUND INSTL | 2022-01-14 | 2022-03-29 | $60,000 | $62,243 | -$2,243 | -$2,243 | |
| 2244.165 BROWN ADVISORY GLOBAL LEADERS INSTL | 2022-01-14 | 2022-03-29 | $50,000 | $52,020 | -$2,020 | -$2,020 | |
| 1286.301 BROWN INTERNATIONAL SMALL COMPANY INSTL | 2022-01-14 | 2022-03-29 | $29,250 | $34,587 | -$5,337 | -$5,337 | |
| 912.468 BROWN INTERNATIONAL SMALL COMPANY INSTL | 2021-02-05 | 2022-03-29 | $20,750 | $25,000 | -$4,250 | -$4,250 | |
| 1184. ISHARES MSCI ALL COUNTRY ASIA EX ETF | 2022-01-14 | 2022-11-28 | $74,475 | $99,740 | -$25,265 | -$25,265 | |
| 2531. ISHARES MSCI ALL COUNTRY ASIA EX ETF | 2020-12-30 | 2022-11-28 | $159,204 | $227,461 | -$68,257 | -$68,257 | |
| 6459.948 METROPOLITAN WEST UNCONSTRAINED BD I | 2022-01-14 | 2022-12-02 | $66,731 | $75,000 | -$8,269 | -$8,269 | |
| CAPITAL GAIN DIVIDENDS | $78,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78,710 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $980,748 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,062 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,398 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,460 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,808 | OverpaymentAmt |
| Applied To ES Tax | $3,808 | 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 | $7,087,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $563,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,651,618 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,651,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,536,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $376,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $376,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,652 | TotalTaxAmt |
| Distributable Before Adj | $362,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $362,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $362,190 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,827 | 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 | $120,827 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $362,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $698,262 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $551,502 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $688,408 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $367,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,305,942 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,827 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,827 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $241,363 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $241,363 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,064,579 | 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 | $456,899 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,607,680 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $551,502 | ExcessFromYear4Amt |
| Excess From Year3 | $688,408 | ExcessFromYear3Amt |
| Excess From Year2 | $367,770 | 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 |
|---|---|---|---|---|---|---|---|---|
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL | $2,500 | |
| ST GEORGE CATHOLIC CHURCH | ||||||||
| 504 BURR RIDGE CLUB | Burr Ridge | IL | 60527 | NONE | PC | GENERAL | $10,300 | |
| BALTIMORE COMMUNITY FOUNDATION | ||||||||
| 2 EAST REED STREET 9TH FLOOR | BALTIMORE | MD | 21202 | NONE | PC | GENERAL | $5,000 | |
| HIGH ZERO FOUNDATION INC | ||||||||
| 3618 FALLS ROAD 3RD FLOOR | BALTIMORE | MD | 21211 | NONE | PC | GENERAL | $1,000 | |
| HOLE-IN-THE-WALL GOLF CLUB WILDLIFE FD | ||||||||
| 3600 GOODLETTE-FRANK RD | NAPLES | FL | 34103 | NONE | PC | GENERAL | $250 | |
| MARIAN HOUSE | ||||||||
| 949 GORSUCH AVE | BALTIMORE | MD | 21218 | NONE | PC | GENERAL | $500 | |
| THE DR IRA T FINE DISCOVERY FD | ||||||||
| 10753 FALLS RD | TIMONIUM | MD | 21093 | NONE | PC | GENERAL | $10,000 | |
| CATCH A LIFT FUND | ||||||||
| 2066 YORK ROAD SUITE 205A | TIMONIUM | MD | 21093 | NONE | PC | GENERAL | $10,000 | |
| Maryland Philanthropy Network | ||||||||
| 1600 W 41ST STREET SUITE 700 | Baltimore | MD | 21211 | NONE | PC | GENERAL | $5,000 | |
| ST IGNATIUS CHURCH | ||||||||
| 740 N CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PC | GENERAL | $35,000 | |
| BALTIMORE NEXT GENERATION INVESTING EVEN | ||||||||
| 35 WARRENTON ROAD | BALTIMORE | MD | 21210 | NONE | PC | GENERAL | $1,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||||
| 420 S CHESTER STREET | BALTIMORE | MD | 21231 | NONE | PC | CHARITABLE CONTRIBUTION | $9,713 | |
| BOOTS FOR BALTlMORE | ||||||||
| 5603 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PC | GENERAL | $500 | C/O CHURCH OF THE REDEEMER |
| GREATER RUXTON AREA FOUNDATION | ||||||||
| PO BOX 204 | RIDERWOOD | MD | 21139 | NONE | PC | GENERAL | $400 | |
| USSGA MEMORIAL FUND INC | ||||||||
| PO BOX 4459 | GREENWICH | CT | 06831 | NONE | PC | GENERAL | $250 | |
| FRANCISCAN CENTER | ||||||||
| 101 WEST 23RD STREET | Baltimore | MD | 212185607 | NONE | PC | GENERAL | $10,000 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||||
| 808 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PC | IN MEMORY OF BLANCHE | $5,000 | |
| NYC BLUE GAVEL SCHOLARSHIP FUND | ||||||||
| 700 14TH AVE S | NAPLES | FL | 34102 | NONE | PC | GENERAL | $300 | |
| GUADALUPE CENTER | ||||||||
| 1015 AVENIDA CESAR E CHAVEZ | Kansas City | MO | 64108 | NONE | PC | GENERAL | $6,000 | |
| 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 | $117,713 | 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 | $99,105 | 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 | $980,748 | 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 | PARTNERSHIP INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$51 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,079,802 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,079,802 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $3,114 | Amt |
| Disbursements Charitable Prps | $3,114 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $323,896 | EOYBookValueAmt |
| EOYFMV | $288,733 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,797,971 | EOYBookValueAmt |
| EOYFMV | $5,079,798 | 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 | $601,112 | BookValueAmt |
| EOYFMV | $1,166,530 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $97,418 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP EXPENSE | Desc |
| Revenue And Expenses Per Books | $16,019 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,019 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | -$51 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$51 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES-PRIN | CategoryTxt |
| Amt | $8,407 | Amt |
| Net Investment Income | $8,407 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,828 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $719 | $719 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $569 | $569 | $0 |