THOMAS F & CLEMENTINE L MULLAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS F & CLEMENTINE L MULLAN FOUNDATION INC (EIN 52-6050776)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-02-22
- IRS object ID
- 202230539349100008
- Schema version
- 2020v4.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-22T11:24:58-06:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830564535 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRENCH SHEPLEY & STRONG LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 MCCORMICK RD EP III STE 300 | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526050776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS F & CLEMENTINE L MULLAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 4104949200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 W JOPPA ROAD NO 210 | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS F MULLAN III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4104949200 | PhoneNum |
| Signature | 2022-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | MULLAN III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA STRONG | PreparerPersonNm |
| PTIN | P01011712 | PTIN |
| Phone | 4433918580 | PhoneNum |
| Preparation | 2022-02-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,561,815 | 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 | $197,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $402,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,633,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $402,507 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $600,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $600,035 | 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 | $3,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,231 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,231 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,070 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,307 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,777 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,777 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,703 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,538 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,402 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,502 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,502 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $420,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,538 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $357,904 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $179,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $540,497 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $552,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $391,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $391,533 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,157,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,292,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,370,743 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,512,874 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,718,854 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,799,539 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,223,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,403,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,561,815 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,223,280 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,403,110 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,223,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,403,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,223,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,403,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,223,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $179,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,403,110 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,403,110 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,633,431 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,230,924 | CostOrOtherBasisAmt |
| Gain Or Loss | $402,507 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $402,507 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $402,507 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,513 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,513 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,513 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,680 | 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 | $3,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,833 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4104949200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 W JOPPA ROAD NO 210 | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS F MULLAN III | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ST AUGUSTINE AVENUE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | THE FOUNDATION PROVIDES CONTRIBUTIONS AND GRANTS TO OTHER SECTION 501(C)(3) ORGANIZATIONS WHICH ARE INVOLVED IN DIRECT CHARITABLE ACTIVITIES | 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 | $8,011,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $372,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,383,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,383,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,257,949 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $412,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $412,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,513 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,513 | TotalTaxAmt |
| Distributable Before Adj | $405,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $405,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $405,384 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $357,904 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $357,904 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $357,904 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $405,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $29,977 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,977 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $357,904 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $357,904 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $29,977 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,977 | 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 | $17,503 | 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 (39 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 |
|---|---|---|---|---|---|---|---|---|---|
| B&O RAILROAD MUSEUM | |||||||||
| 901 W PRATT ST | BALTIMORE | MD | 21223 | PUBLIC | UNRESTRICTED | $4,300 | |||
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | |||||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | PUBLIC | UNRESTRICTED | $5,000 | |||
| BETHANY BEACH VOLUNTEER FIRE COMPANY | |||||||||
| PO BOX 950 | BETHANY BEACH | DE | 19930 | PUBLIC | UNRESTRICTED | $100 | |||
| BUILDING FOR GOD COMMUNITY FOUNDATION | |||||||||
| 1020 CROMWELL BRIDGE ROAD | TOWSON | MD | 21286 | PUBLIC | UNRESTRICTED | $2,000 | |||
| CATHEDRAL OF MARY OUR QUEEN | |||||||||
| 5200 NORTH CHARLES ST | BALTIMORE | MD | 21210 | PUBLIC | UNRESTRICTED | $25,000 | |||
| CLEVELAND CLINIC - INDIAN RIVER FOUNDATION | |||||||||
| 1000 37TH PLACE SUITE 101 | VERO BEACH | FL | 32960 | PUBLIC | UNRESTRICTED | $35,000 | |||
| CRISTO REY JESUIT HIGH SCHOOL | |||||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21231 | PUBLIC | UNRESTRICTED | $37,500 | |||
| GB CHARITIES INC | |||||||||
| 10710 GILROY ROAD | HUNT VALLEY | MD | 21031 | PUBLIC | UNRESTRICTED | $9,600 | |||
| HEARTHSTONE SCHOOL | |||||||||
| PO BOX 247 | SPERRYVILLE | VA | 22740 | PUBLIC | UNRESTRICTED | $1,500 | |||
| HEREFORD VOLUNTEER AMBULANCE ASSOCIATION | |||||||||
| PO BOX 262 | MONKTON | MD | 21111 | PUBLIC | UNRESTRICTED | $100 | |||
| HEREFORD VOLUNTEER FIRE CO | |||||||||
| 510 MONKTON ROAD | MONKTON | MD | 21111 | PUBLIC | UNRESTRICTED | $100 | |||
| JOHNS HOPKINS UNIVERSITY | |||||||||
| 733 N BROADWAY | BALTIMORE | MD | 21205 | PUBLIC | UNRESTRICTED | $29,667 | |||
| LADEW TOPIARY GARDENS | |||||||||
| 3535 JARRETTSVILLE PIKE | MONKTON | MD | 21111 | PUBLIC | UNRESTRICTED | $210 | |||
| LAND PRESERVATION TRUST | |||||||||
| 13501 FALLS ROAD | COCKEYSVILLE | MD | 21030 | PUBLIC | UNRESTRICTED | $1,000 | |||
| MCDONOGH SCHOOL | |||||||||
| 8600 MCDONOGH ROAD | OWINGS MILLS | MD | 21117 | PUBLIC | UNRESTRICTED | $20,000 | |||
| NATIONAL SPORTING LIBRARY AND MUSEUM | |||||||||
| PO BOX 1335 | MIDDLEBURG | VA | 20118 | PUBLIC | UNRESTRICTED | $40,000 | |||
| NATIONAL WW II MUSEUM | |||||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | PUBLIC | UNRESTRICTED | $25,000 | |||
| OCEAN RESEARCH & CONSERVATION ASSOCIATION INC | |||||||||
| 1420 SEAWAY DRIVE | FORT PIERCE | FL | 34949 | PUBLIC | UNRESTRICTED | $1,000 | |||
| SAINT IGNATIUS LOYOLA ACADEMY | |||||||||
| 300 EAST GITTINGS ST | BALTIMORE | MD | 21230 | PUBLIC | UNRESTRICTED | $32,000 | |||
| THE SALISBURY UNIVERSITY FOUNDATION INC | |||||||||
| PO BOX 2655 | SALISBURY | MD | 21802 | PUBLIC | UNRESTRICTED | $10,000 | |||
| UM ST JOSEPH MEDICAL CENTER FOUNDATION | |||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | PUBLIC | UNRESTRICTED | $25,000 | |||
| WINDSOR CHARITABLE FOUNDATION INC | |||||||||
| 3125 WINDSOR BOULEVARD | VERO BEACH | FL | 32963 | PUBLIC | UNRESTRICTED | $500 | |||
| AMERICAN CANCER SOCITY INC | |||||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | PUBLIC | UNRESTRICTED | $500 | |||
| ALZHEIMER'S ASSOCIATION | |||||||||
| 255 N MICHIGAN AVE | CHICAGO | IL | 60601 | PUBLIC | UNRESTRICTED | $100 | |||
| QUAIL VALLEY CHARITIES INC | |||||||||
| 2345 HIGHWAY A1A | VERO BEACH | FL | 32963 | PUBLIC | UNRESTRICTED | $5,500 | |||
| GILCHRIST HOSPICE CARE | |||||||||
| 11311 MCCORMICK ROAD | HUNT VALLEY | MD | 21031 | PUBLIC | UNRESTRICTED | $15,000 | |||
| ST MICHAEL'S FIRE DEPARTMENT | |||||||||
| 1001 S TALBOT ST | SIANT MICHAELS | MD | 21663 | PUBLIC | UNRESTRICTED | $1,000 | |||
| WREATHS ACROSS AMERICA | |||||||||
| 4 POINT ST | COLUMBIA FALLS | ME | 04623 | PUBLIC | UNRESTRICTED | $500 | |||
| SACRED HEART PARISH | |||||||||
| 65 SACRED HEART LANE | REISTERSTOWN | MD | 21136 | PUBLIC | UNRESTRICTED | $100 | |||
| BALLET VERO BEACH | |||||||||
| 2134 WINDWARD WAY 209 | VERO BEACH | FL | 32963 | PUBLIC | UNRESTRICTED | $1,000 | |||
| MARYLAND HORSE FOUNDATION | |||||||||
| 321 MAIN ST | REISTERSTOWN | MD | 21136 | PUBLIC | UNRESTRICTED | $10,000 | |||
| CATHOLIC CHILDRENS' AID FOUNDATION | |||||||||
| PUBLIC | UNRESTRICTED | $200 | 2206 EGLINTON AVE | TORONTO | CA | ||||
| BALTIMORE COUTY 4-H FAIR | |||||||||
| 2200 YORK RD | LUTHERVILLETIMONIUM | MD | 21093 | PUBLIC | UNRESTRICTED | $100 | |||
| AIAC OF MARYLAND | |||||||||
| 3249 PINE BLUFFS DR | ELLICOTT CITY | MD | 21042 | PUBLIC | UNRESTRICTED | $3,000 | |||
| CARE FOR SR & INFIRM JESUITS | |||||||||
| 39 EAST 83RD STREET | NEW YORK | NY | 10028 | PUBLIC | UNRESTRICTED | $100 | |||
| INDIAN RIVER LAND TRUST | |||||||||
| 80 ROYAL PALM POINTE | VERO BEACH | FL | 32960 | PUBLIC | UNRESTRICTED | $200 | |||
| THE Y OF CENTRAL MARYLAND | |||||||||
| 303 W CHESAPEAKE AVE | TOWSON | MD | 21204 | PUBLIC | UNRESTRICTED | $1,000 | |||
| CALVERT HALL ALUMNI ASSOCIATION | |||||||||
| 8102 LA SALLE RD | BALTIMORE | MD | 21286 | PUBLIC | UNRESTRICTED | $625 | |||
| JOHNS HOPKINS UNIVERSITY MEDICINE | |||||||||
| 733 N BROADWAY | BALTIMORE | MD | 21205 | PUBLIC | UNRESTRICTED | $7,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,502 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $402,507 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $600,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $600,035 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,625 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH CORP STOCK PORTFOLIO | StockNm |
| EOY Book Value | $4,292,723 | EOYBookValueAmt |
| EOYFMV | $5,370,743 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARBITRAGE FUNDS CL I | AT COST | $477,579 | $474,600 |
| BLACKROCK GLOBAL LONG SHORT CREDIT FD | AT COST | $196,035 | $199,611 |
| BLACKROCK MULTI ASSET INC PORT | AT COST | $87,615 | $92,958 |
| CALAMOS MARKET NEUTRAL INC FD | AT COST | $428,029 | $465,336 |
| IQ MERGER ARBITRAGE ETF | AT COST | $162,506 | $160,598 |
| ISHARES MSCI JAPAN ETF | AT COST | $13,391 | $14,194 |
| LORD ABBETT SHORT DUR INC | AT COST | $193,069 | $189,001 |
| LORD ABBETT BOND DEBENTURE FD CL F | AT COST | $164,156 | $188,676 |
| MERGER FD CL INSTL | AT COST | $455,975 | $477,227 |
| ISHARES 0-5 YEAR TIPS BOND ETF | AT COST | $281,627 | $283,498 |
| HARTFORD STRATEGIC INC FUND | AT COST | $258,872 | $253,840 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $3,600 | $0 | $3,600 |
| POSTAGE | $23 | $0 | $23 |
| BANK CHARGES | $154 | $0 | $154 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $58,231 | Amt |
| Net Investment Income | $58,231 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $2,763 | $0 | $0 |
| FOREIGN TAXES | $1,307 | $1,307 | $0 |