MARY DALY MACFARLAND FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARY DALY MACFARLAND FOUNDATION TR (EIN 02-6134751)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202531329349102553
- Schema version
- 2023v6.0
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T12:39:52-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520547375 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCLEAN KOEHLER SPARKS & HAMMOND | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8490 PROGRESS DRIVE SUITE 250 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026134751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLAND WILSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACF | BusinessNameControlTxt |
| Phone | 4102994832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15225 TANYARD ROAD | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MABETH HUDSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4102994832 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL M STECKEL CPA | PreparerPersonNm |
| PTIN | P00168979 | PTIN |
| Phone | 3016622400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,263,455 | 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 |
| Interest On Sav Rev And Expnss | $11,531 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,531 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $145,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $424,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $424,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $424,673 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $582,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $582,037 | 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 |
| Other Prof Fees Rev And Expnss | $32,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,796 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,796 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $207,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,796 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $374,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $549,241 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $420,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $420,072 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $4,368,542 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,862,678 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,843,383 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,415,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,282,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,263,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,060,785 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,060,785 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,354,561 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,221,965 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,415,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,282,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,415,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,282,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,415,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $374,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,789,587 | SubtotalAmt |
| Other Decreases | $506,837 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,282,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NEW EDGE WEALTH CAPITAL GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $424,673 | GrossSalesPriceAmt |
| Gain Or Loss | $424,673 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $424,673 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $424,673 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,634 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,634 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,960 | 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 | $1,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $363 | EsPenaltyAmt |
| Tax Due | $6,037 | 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 | 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 | MABETH HUDSON | IndividualWithBooksNm |
| Phone | 4102994832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15225 TANYARD ROAD | AddressLine1Txt |
| City | SPARKS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21152 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2021 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2020 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MABETH W HUDSON | ||||||||
| 15225 TANYARD ROAD | SPARKS | MD | 21152 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY W TURNER | ||||||||
| 224 CHAMOUNIX ROAD | WAYNE | PA | 19087 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRUCE R WILSON | ||||||||
| 1145 HARBOR DRIVE | DEL RAY BEACH | FL | 33483 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE D ELLISON | ||||||||
| 967 CLOVERLY ROAD | BERWYN | PA | 19312 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION IS NOT ENGAGED IN ANY DIRECT CHARITABLE ACTIVITIES. IT PROVIDES GRANTS AND CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $4,791,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $407,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,198,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,198,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,120,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,634 | TotalTaxAmt |
| Distributable Before Adj | $248,381 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $248,381 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $248,381 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $175,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,381 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $181,995 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Total For Prior Years | $19,311 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $30 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $30 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $175,000 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $19,311 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $19,311 | Taxable1Amt |
| Taxable2 | $6,995 | Taxable2Amt |
| Undistributed Income CY | $248,351 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| VOICES FOR CHILDREN | |||||
| 1010 GRANDIN AVE SUITE B-3 | ROCKVILLE | MD | 20851 | GENERAL | $1,000 |
| CHILDREN'S INN | |||||
| 7 WEST DRIVE | BETHESDA | MD | 20814 | GENERAL | $5,000 |
| WALLACE STUARD | |||||
| 1819 DELAWARE AVE | CAPE MAY | NJ | 08204 | GENERAL | $4,000 |
| ADDICTION CONNECTION | |||||
| PO BOX 5 | HEBRON | KY | 41048 | GENERAL | $3,000 |
| SOUTH WESTERN PA HOSPITAL | |||||
| 100 S JACKSON AVE | PITTSBURGH | PA | 15202 | GENERAL | $9,000 |
| GILCHRIST | |||||
| 11311 MCCORMICK ROAD | HUNT VALLEY | MD | 21031 | GENERAL | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | GENERAL | $5,000 |
| CHARLES E SMITH LIFE COMMUNITIES | |||||
| 6121 MONTROSE ROAD | BETHESDA | MD | 20852 | GENERAL | $1,000 |
| JEWISH COUNCIL FOR THE AGING | |||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | GENERAL | $1,500 |
| MAKOM | |||||
| 2013 SAMSON STREET | PHILADELPHIA | PA | 19103 | GENERAL | $1,000 |
| COLLEGE TRACKS | |||||
| 8737 COLESVILLE ROAD SUITE 1010 | SILVER SPRING | MD | 20910 | GENERAL | $2,500 |
| JEWISH SOCIAL SERVICE | |||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | GENERAL | $2,500 |
| WAYSIDE HOUSE INC | |||||
| 378 NE SIXTH AVE | DELRAY BEACH | FL | 33483 | GENERAL | $12,000 |
| EVERYMIND | |||||
| 10000 TWINBROOK PARKWAY | ROCKVILLE | MD | 20851 | GENERAL | $1,000 |
| THE AMERICAN LITTORAL SOCIETY | |||||
| 6 G STREET | MILLVILLE | NJ | 08332 | GENERAL | $2,500 |
| MISSIONS KIDS | |||||
| 180 W GERMANTOWN PIKE | EAST NORRITON TWP | PA | 19401 | GENERAL | $1,500 |
| NO LIMITS ACADEMY | |||||
| 301 N VINEYARD CT | CAPE MAY | NJ | 08204 | GENERAL | $1,000 |
| CAPE MAY STAGE | |||||
| 405 LAFAYETTE STREET | CAPE MAY | NJ | 08204 | GENERAL | $1,000 |
| NJ AUDUBON SOCIETY | |||||
| 9 HARSCRABBLE ROAD | BERNARDSVILLE | NJ | 07924 | GENERAL | $3,000 |
| 4 PAWS RESCUE | |||||
| 100 N 2ND ST | PHILADELPHIA | PA | 19106 | GENERAL | $12,000 |
| DELAWARE VALLEY FRIENDS SCHOOL | |||||
| 19 E CENTRAL AVE | PAOLI | PA | 19301 | GENERAL | $8,000 |
| MONTGOMERY COUNTY PA EMERGENCY | |||||
| 50 BEECH DR | NORRISTOWN | PA | 19403 | GENERAL | $10,000 |
| WAYNE SENIOR CENTER | |||||
| 108 STATION RD | WAYNE | PA | 19087 | GENERAL | $5,000 |
| PHOENIXVILLE FREE CLINIC | |||||
| 143 CHURCH ST | PHOENIXVILLE | PA | 19460 | GENERAL | $4,000 |
| CORNERSTONE COUNSEL | |||||
| 101 COLONIAL WAY SUITE A | RISING SUN | MD | 21911 | GENERAL | $3,000 |
| WELL FOR THE JOURNEY | |||||
| 400 WEST PENNSYLVANIA AVE | TOWSON | MD | 21204 | GENERAL | $15,000 |
| SAVAGE SISTERS REC | |||||
| 3115 KENSINGTON AVE | PHILADELPHIA | PA | 19134 | GENERAL | $12,000 |
| CHURCH OF THE ADVENT | |||||
| 12 BYBERRY ROAD | HATBORO | PA | 19040 | GENERAL | $2,000 |
| VOLUNTEERS IN MEDICINE | |||||
| 423 ROUTE 9 NORTH | CAPE MAY COURT HOUSE | NJ | 08210 | GENERAL | $3,000 |
| THE GIVING CONNECTION | |||||
| 304 NANTUCKET DR | CAPE MAY | NJ | 08204 | GENERAL | $6,000 |
| PETERS PLACE | |||||
| 1500 NORTH RADNOR CHESTER RD | RADNOR | PA | 19087 | GENERAL | $4,000 |
| ADDICTION CONNECTION | |||||
| PO BOX 5 | HEBRON | KY | 41048 | GENERAL | $3,000 |
| THE RESONANT HORSE | |||||
| 260 CREEK RD | PHOENIXVILLE | PA | 19460 | GENERAL | $6,000 |
| CAPE MAY CARES | |||||
| 639 LAYFAYETTE ST | BALTIMORE | MD | 21202 | GENERAL | $6,500 |
| SAINT LUKES YOUTH CENTER | |||||
| 217 N CARRY ST | BALTIMORE | MD | 21223 | GENERAL | $8,000 |
| MARIAN HOUSE | |||||
| 949 GORSUCH AVE | BALTIMORE | MD | 21218 | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,531 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,833 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $424,673 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $582,037 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $582,037 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | $299,444 | $795,037 | $795,540 |
| FIDELITY GOVT MONEY MARKET | $1,965,111 | $0 | $0 |
| EQUITIES | $2,103,987 | $3,067,641 | $4,047,843 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON CONTRIBUTED INVESTMENTS | Desc |
| Amt | $506,837 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEW EDGE WEALTH INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $32,796 | Amt |
| Net Investment Income | $32,796 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |