DEA CODE FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DEA CODE FAMILY FOUNDATION INC (EIN 47-2584053)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349101707
- Schema version
- 2024v5.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T11:43:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 NEW YORK AVE NW STE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200015748 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472584053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEA CODE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEAC | BusinessNameControlTxt |
| Phone | 4104048377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST STREET 200 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH CODE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4104048377 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN LAURIDSEN | PreparerPersonNm |
| PTIN | P00474508 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,880,469 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,373,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $77,231 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77,231 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $239,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $512,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,216,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $512,287 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,202,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $829,068 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $82,685 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,343 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,343 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,509 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,509 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,594 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,552 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,043 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $639,106 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $639,106 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $737,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,552 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $684,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,464,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $775,516 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $11,575 | CashEOYAmt |
| Cash EOYFMV | $11,575 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,410 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $940,129 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $316,901 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $316,901 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,987,940 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,258,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,258,163 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $191,142 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $753,168 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $753,168 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,487,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,540,662 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,540,662 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,659,761 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,880,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,880,469 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,659,761 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,880,469 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,659,761 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,880,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,659,761 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,880,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,659,761 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,464,868 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,765,391 | OtherIncreasesAmt |
| Subtotal | $17,890,020 | SubtotalAmt |
| Other Decreases | $9,551 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,880,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,216,925 | GrossSalesPriceAmt |
| Cost Or Other Basis | $704,638 | CostOrOtherBasisAmt |
| Gain Or Loss | $512,287 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $512,287 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $512,287 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,780 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,780 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,780 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,349 | 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 | $9,349 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,431 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | KENNETH CODE TREASURER | IndividualWithBooksNm |
| Phone | 4104048377 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST STREET SUITE 200 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH S CODE | ||||||||
| 1131 ASQUITH DRIVE | ARNOLD | MD | 21012 | DIRECTOR, SECRETARY-TREASURER | 0.00 | $0 | $0 | $0 |
| CATHERINE DEA CODE | ||||||||
| 1131 ASQUITH DRIVE | ARNOLD | MD | 21012 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $16,300,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,334,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,334,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $245,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,089,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $804,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $804,467 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,780 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,780 | TotalTaxAmt |
| Distributable Before Adj | $793,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $793,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $793,687 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $684,149 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $684,149 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $793,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $448,352 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $684,149 | QualifyingDistributionsAmt |
| Applied To Year1 | $448,352 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $235,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $557,890 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH S CODE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH S CODE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1131 ASQUITH DRIVE | AddressLine1Txt |
| City | ARNOLD | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4102166120 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A TAX EXEMPT 501(C)(3) ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JDRF FUND A CURE GOLF TOURNEY | |||||||||||
| JDRF SOUTHERN FLORIDA PO BOX 5050 | HAGERSTOWN | MD | 21741 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $10,000 | |||||
| HARVARD CLEARY '56 CLEARY HOCKEY FUND | |||||||||||
| 342 CABOT MAIL CENTER | CAMBRIDGE | MA | 02138 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $500,000 | |||||
| QUEBEC ANGELMAN FOUNDATION RECEIPT | |||||||||||
| PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $726 | 14400 BOUL GOUIN WEST BLVD | QUEBEC | CA | H9H 1B1 | |||||
| SOCCER WITHOUT BORDERS MARYLAND | |||||||||||
| 3700 EASTERN AVE | BALTIMORE | MD | 21224 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $500 | |||||
| NAVY YOUTH HOCKEY ASSOCIATION INC | |||||||||||
| 1290 BAY DALE DRIVE 268 | ARNOLD | MD | 21012 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $5,000 | |||||
| HARVARD HOCKEY | |||||||||||
| 342 CABOT MAIL CENTER | CAMBRIDGE | MA | 02138 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $10,000 | |||||
| ALZHEIMER SOCIETY ALBERTA | |||||||||||
| PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $774 | 306 10430 61 AVENUE | EDMONTON | CA | T6H 2J3 | ALBERTA | ||||
| ALZHEIMER'S ASSOCIATION | |||||||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,046 | |||||
| AMNESTY INTERNATIONAL | |||||||||||
| 311 W 43RD STREET | NEW YORK | NY | 10036 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $515 | |||||
| ANNAPOLIS OPERA | |||||||||||
| 801 CHASE STREET SUITE 304 A | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $2,577 | |||||
| ANNAPOLIS SYMPHONY | |||||||||||
| 801 CHASE STREET SUITE 204 | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $2,575 | |||||
| ASSOCIATION TO PRESERVE CAPE COD | |||||||||||
| 482 MAIN STREET | DENNIS | MA | 02638 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 | |||||
| BALLET THEATRE OF MARYLAND | |||||||||||
| 801 CHASE STREET | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $2,500 | |||||
| BUCKNELL UNIVERSITY | |||||||||||
| 301 MARKET ST SUITE 2 | LEWISBURG | PA | 17837 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 | |||||
| CHESAPEAKE BAY FOUNDATION | |||||||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 | |||||
| CRAB (CHESAPEAKE REGION ACCESSIBLE BOATING) | |||||||||||
| 177 DEFENSE HIGHWAY SUITE 9 | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,029 | |||||
| DOCTORS WITHOUT BORDERS | |||||||||||
| POBOX 5030 | HAGERSTOWN | MD | 217415030 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $750 | |||||
| HIGHSIGHT | |||||||||||
| 1711 N CLEVELAND AVE | CHICAGO | IL | 60614 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,050 | |||||
| HOSPICE OF THE CHESAPEAKE | |||||||||||
| 90 RITCHIE HWY | PASADENA | MD | 21122 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 | |||||
| THE HOTCHKISS SCHOOL | |||||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 060392141 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 | |||||
| LIVE ARTS MARYLAND | |||||||||||
| 801 CHASE STREET ROOM 202 | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,033 | |||||
| MARYLAND HALL | |||||||||||
| 801 CHASE STREET | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $2,500 | |||||
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,030 | |||||
| NATIONAL PUBLIC RADIO (NPR) | |||||||||||
| PO BOX 98101 | WASHINGTON | DC | 20077 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 | |||||
| NEW YORK UNIVERSITY | |||||||||||
| 547 LAGUARDIA PL | NEW YORK | NY | 10012 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,343 | |||||
| SEVERNA PARK COMMUNITY CENTER | |||||||||||
| 623 BALTIMORE ANNAPOLIS BLVD | SEVERNA PARK | MD | 21146 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 | |||||
| SURFRIDER FOUNDATION | |||||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $841 | |||||
| THE CHAMP FOUNDATION | |||||||||||
| 4711 HOPE VALLEY ROAD 4F PMB 1171 | DURHAM | NC | 27707 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,200 | |||||
| UNHCR - THE UN REFUGEE AGENCY | |||||||||||
| 1310 L STREET SUITE 450 | WASHINGTON | DC | 20005 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $750 | |||||
| WIKIMEDIA FOUNDATION INC | |||||||||||
| PO BOX 98204 | WASHINGTON | DC | 200908204 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $100 | |||||
| YOSEMITE CONSERVANCY | |||||||||||
| 101 MONTGOMERY ST SUITE 2450 | SAN FRANSCISCO | CA | 94104 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $800 | |||||
| INSTITUTE OF MARINE AND ENVIRONMENTAL TECHNOLOGY (IMET) | |||||||||||
| 701 E PRATT ST | BALTIMORE | MD | 21230 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $50,000 | |||||
| PAN MASS CHALLENGE | |||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $5,400 | |||||
| MARYLAND THERAPEUTIC RIDING | |||||||||||
| 1141 SUNRISE BEACH RD | CROWNSVILLE | MD | 21032 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 | |||||
| LUNGEVITY FOUNDATION | |||||||||||
| 228 S WABASH AVE 700 | CHICAGO | IL | 60604 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,067 | |||||
| SEVERN RIVER ASSOCIATION | |||||||||||
| PO BOX 146 | ANNAPOLIS | MD | 21404 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $639,106 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,231 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $512,287 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $829,068 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $829,068 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KENNETH S CODE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1131 ASQUITH DRIVE | AddressLine1Txt |
| City | ARNOLD | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,373,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,400 | Amt |
| Net Investment Income | $3,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK AMERICA CORP | $149,141 | $149,141 |
| GOLDMAN SACHS GROUP INC | $150,573 | $150,573 |
| JPMORGAN CHASE & CO | $150,008 | $150,008 |
| WELLS FARGO & CO | $145,598 | $145,598 |
| JPMORGAN CHASE & CO | $157,848 | $157,848 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN ETF | $313,884 | $313,884 |
| ALPHABET INC | $369,025 | $369,025 |
| AMAZON.COM INC | $393,805 | $393,805 |
| AON PLC | $133,967 | $133,967 |
| APPLE INC. | $295,996 | $295,996 |
| ASML HOLDING | $145,547 | $145,547 |
| BERKSHIRE HATHAWAY | $4,444,971 | $4,444,971 |
| BROADCOM INC | $183,154 | $183,154 |
| BROOKFIELD CORP | $119,496 | $119,496 |
| CHUBB LTD | $119,362 | $119,362 |
| CME GROUP INC | $102,413 | $102,413 |
| COMCAST CORP | $68,004 | $68,004 |
| DEERE & CO | $64,402 | $64,402 |
| DOCUSIGN INC | $449,700 | $449,700 |
| ELI LILLY AND CO | $45,548 | $45,548 |
| EXXON MOBIL CORP | $51,956 | $51,956 |
| HOME DEPOT INC | $280,462 | $280,462 |
| JOHNSON & JOHNSON | $131,604 | $131,604 |
| LOCKHEED MARTIN CORP | $67,546 | $67,546 |
| MASTERCARD INC | $217,473 | $217,473 |
| MERCK. & CO. INC | $49,939 | $49,939 |
| META PLATFORMS INC | $281,630 | $281,630 |
| MICROSOFT CORP | $312,753 | $312,753 |
| N V R INC | $261,725 | $261,725 |
| NOVO-NORDISK A S | $31,053 | $31,053 |
| NVIDIA CORP | $107,566 | $107,566 |
| ORACLE CORP | $102,150 | $102,150 |
| PROCTER & GAMBLE CO | $112,828 | $112,828 |
| ROYAL BANK OF CANADA | $873,215 | $873,215 |
| RTX CORP | $86,211 | $86,211 |
| SAP SE | $127,044 | $127,044 |
| SHERWIN-WILLIAMS CO | $116,596 | $116,596 |
| TAIWAN SEMICONDUCTOR | $384,513 | $384,513 |
| TEXAS INSTRS INC | $108,381 | $108,381 |
| UNITEDHEALTH GRP INC | $203,862 | $203,862 |
| VISA INC | $78,062 | $78,062 |
| WALT DISNEY CO | $51,110 | $51,110 |
| WALMART INC | $138,145 | $138,145 |
| 1/100 BERKSHIRE HTWY CLA | $680,920 | $680,920 |
| WASATCH CORE GROWTH INST | $152,145 | $152,145 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $316,901 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $316,901 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES MSCI USA QLTY | FMV | $580,363 | $580,363 |
| JANUS HENDERSON AAA CLO | FMV | $87,221 | $87,221 |
| SPDR PORTFOLIO S&P 600 | FMV | $152,144 | $152,144 |
| US TREASURY 3 MONTH BILL | FMV | $87,255 | $87,255 |
| VANECK MORNINGSTAR WIDE | FMV | $569,053 | $569,053 |
| VICI PPTYS INC | FMV | $1,608,215 | $1,608,215 |
| T ROWE PRICE CAPITAL | FMV | $340,543 | $340,543 |
| US TREASURY NT 2.5% 05/24 | FMV | $677,903 | $677,903 |
| FHLB | FMV | $74,883 | $74,883 |
| UNION PACIFIC COR | FMV | $66,572 | $66,572 |
| US TREASU OID MOODY N/A S&P N/A | FMV | $296,510 | $296,510 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $9,551 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $1,765,391 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $802 | $401 | $401 |
| OTHER PROFESSIONAL FEES | $81,883 | $40,942 | $40,942 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $8,509 | Amt |
| Net Investment Income | $8,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |