LINEHAN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LINEHAN FAMILY FOUNDATION INC (EIN 52-1853307)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202223129349100117
- Schema version
- 2021v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T09:00:26-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 4105375452 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET SUITE 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 | 4105375452 | PhoneNum |
| Signature | 2022-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2022-10-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $8,884,331 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,550,900 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $56,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $176,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $338,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,922 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $578 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $578 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,784,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,520 | 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 |
| Other Prof Fees Rev And Expnss | $542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $542 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,998 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,593 | 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 | $14,454 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,454 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,994 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,718,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $216,931 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,207 | CashBOYAmt |
| Cash EOY | $18,707 | CashEOYAmt |
| Cash EOYFMV | $18,707 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $181,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $538,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $538,086 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,564,290 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,138,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,975,099 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $252,598 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $157,229 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $161,788 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $790,999 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $705,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,190,651 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,804,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,558,953 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,884,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,804,778 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,558,953 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,804,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,558,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,804,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,558,953 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,804,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,718,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $79,697 | OtherIncreasesAmt |
| Subtotal | $7,602,901 | SubtotalAmt |
| Other Decreases | $4,043,948 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,558,953 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 197.645 BROWN ADVISORY SUSTAINABLE GROWTH | 2019-01-11 | 2021-02-05 | $7,975 | $4,315 | $3,660 | $3,660 | |
| 917.597 BROWN ADVISORY SUSTAINABLE GROWTH | 2020-03-13 | 2021-02-05 | $37,025 | $23,555 | $13,470 | $13,470 | |
| 1182.965 BA BEUTEL GOODMAN LARGE CAP VALUE FD INST | 2020-05-11 | 2021-02-05 | $15,000 | $11,924 | $3,076 | $3,076 | |
| 9469.697 BROWN ADV TOTAL RETURN INS | 2019-12-16 | 2021-02-05 | $100,000 | $95,369 | $4,631 | $4,631 | |
| 1075.136 BROWN ADVISORY SMALL CAP GROWTH INV | 2011-12-08 | 2021-02-05 | $32,921 | $13,273 | $19,648 | $19,648 | |
| 67.908 BROWN ADVISORY SMALL CAP GROWTH INV | 2012-12-12 | 2021-02-05 | $2,079 | $921 | $1,158 | $1,158 | |
| 303.214 VANGUARD DIVIDEND GROWTH INV | 2020-05-11 | 2021-02-05 | $10,000 | $8,299 | $1,701 | $1,701 | |
| 603. ROBLOX CORP CL A | 2020-02-27 | 2021-06-11 | $56,667 | $3,823 | $52,844 | $52,844 | |
| CAPITAL GAIN DIVIDENDS | $76,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76,734 | P | |||||
| CAPITAL GAIN DIVIDENDS | $76,734 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,922 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,015 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,015 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,249 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,828 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,077 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,062 | OverpaymentAmt |
| Applied To ES Tax | $4,062 | 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 | 4104948977 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 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 | ||||||
| 515 FAIRMOUNT AVE | TOWSON | MD | 21286 | PRESIDENT | 1 | $0 |
| EARL L LINEHAN | ||||||
| 515 FAIRMOUNT AVE | TOWSON | MD | 21286 | SECTY/TREAS | 1 | $0 |
| DEBBIE FINNELL | ||||||
| 515 FAIRMOUNT AVE | TOWSON | MD | 21286 | ASST SECRETARY | 1 | $0 |
| JOHN D LINEHAN | ||||||
| 6 BETTY BUSH LANE | BALTIMORE | MD | 21212 | TRUSTEE | 1 | $0 |
| BRENDAN E LINEHAN | ||||||
| 1177 WEST LOOP AVENUE | AUSTIN | TX | 78703 | TRUSTEE | 1 | $0 |
| CHARLES M LINEHAN | ||||||
| 4732 17TH STREET | SAN FRANCISCO | CA | 94117 | 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 | $4,011,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $320,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,331,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,331,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,266,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,015 | TotalTaxAmt |
| Distributable Before Adj | $210,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $210,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $210,327 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,000 | 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 | $47,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $751,062 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $698,262 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $551,502 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $688,408 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $367,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,057,004 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $163,327 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $163,327 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,893,677 | 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 | $587,735 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,305,942 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $698,262 | ExcessFromYear4Amt |
| Excess From Year3 | $551,502 | ExcessFromYear3Amt |
| Excess From Year2 | $688,408 | ExcessFromYear2Amt |
| Excess From Year1 | $367,770 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOLD OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | NONE | PC | GENERAL | $750 |
| Neighborhood Health Clinic | |||||||
| 2 E GLEBE RD | Alexandria | VA | 22305 | NONE | PC | GENERAL | $2,500 |
| GREENE STREET FRIENDS SCHOOL | |||||||
| 5511 GREENE STREET | PHILADELPHIA | PA | 19144 | NONE | PC | GENERAL | $2,500 |
| ST GEORGE CATHOLIC CHURCH | |||||||
| 504 BURR RIDGE CLUB | Burr Ridge | IL | 60527 | NONE | PC | GENERAL | $500 |
| Crested Butte State of Mind | |||||||
| PO BOX 2689 | Crested Butte | CO | 81224 | NONE | PC | GENERAL | $5,000 |
| Frist Tee of Baltimore | |||||||
| 8508 LOCH | Raven Blvd | MD | 21286 | NONE | PC | GENERAL | $750 |
| EASTER SEALS | |||||||
| 1420 SPRING STREET | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL | $250 |
| FRIENDS SCHOOL OF BALTIMORE | |||||||
| 5114 NORTH CHARLES STREET | Baltimore | MD | 21210 | NONE | PC | GENERAL | $5,000 |
| NATIONAL AQUARIUM IN BALTIMORE | |||||||
| PIER 3/501 E PRATT ST | BALTIMORE | MD | 21202 | NONE | PC | GENERAL | $500 |
| Roca | |||||||
| 3210 PULASKI HWY | Baltimore | MD | 21224 | NONE | PC | GENERAL | $10,000 |
| WALTERS ART MUSEUM | |||||||
| 600 N CHARLES STREET | Baltimore | MD | 21201 | NONE | PC | GENERAL | $3,000 |
| Doctors Without Borders | |||||||
| 40 RECTOR ST | New York | NY | 10006 | NONE | PC | GENERAL | $1,000 |
| LOYOLA UNIVERSITY OF MD | |||||||
| 4501 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | PC | UNIVERSITY OR TECHNOLOGICAL | $250 |
| GUADALUPE CENTER | |||||||
| 1015 AVENIDA CESAR E CHAVEZ | Kansas City | MO | 64108 | NONE | PC | GENERAL | $10,000 |
| 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 | $47,000 | 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 | $56,020 | 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 | $176,922 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 14 | $622 |
| PARTNERSHIP INCOME | 1 | -$44 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $233,520 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,520 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| EARL L LINEHAN | |||||||
| 1 | 515 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | $53,864 | Yes (X) | Yes (X) |
| EARL L LINEHAN | |||||||
| 2 | 515 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | $1,015,272 | Yes (X) | Yes (X) |
| EARL L LINEHAN | |||||||
| 3 | 515 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | $600,882 | Yes (X) | Yes (X) |
| EARL L LINEHAN | |||||||
| 4 | 515 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | $1,013,137 | Yes (X) | Yes (X) |
| EARL L LINEHAN | |||||||
| 5 | 515 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | $312,819 | Yes (X) | Yes (X) |
| EARL L LINEHAN | |||||||
| 6 | 515 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | $351,002 | Yes (X) | Yes (X) |
| EARL L LINEHAN | |||||||
| 7 | 515 FAIRMOUNT AVENUE | TOWSON | MD | 21286 | $1,203,924 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 603 SHARES OF ROBLOX CORP CL A | $53,864 | 2021-06-10 |
| 2 | 5,680 SHARES OF APPLE, INC. | $1,015,272 | 2021-12-27 |
| 3 | 6,800 SHARES OF MICROCHIP TECHNOLOGY, INC. | $600,882 | 2021-12-27 |
| 4 | 2,989 SHARES OF MICROSOFT CORP | $1,013,137 | 2021-12-27 |
| 5 | 945 UNITED RENTALS, INC. | $312,819 | 2021-12-27 |
| 6 | 7,245 SHARES OF WELLS FARGO & CO | $351,002 | 2021-12-27 |
| 7 | 6,052 SHARES OF T. ROWE PRICE GROUP, INC. | $1,203,924 | 2021-12-27 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $157,229 | EOYBookValueAmt |
| EOYFMV | $161,788 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,138,955 | EOYBookValueAmt |
| EOYFMV | $6,975,099 | 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 | $705,976 | BookValueAmt |
| EOYFMV | $1,190,651 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON CONTRIBUTED SECURITIE | Desc |
| Amt | $4,043,948 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP EXPENSE | Desc |
| Revenue And Expenses Per Books | $14,454 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,454 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | -$44 | -$44 |
| OTHER INCOME | $622 | $622 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $79,697 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES-PRIN | CategoryTxt |
| Amt | $542 | Amt |
| Net Investment Income | $542 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,405 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $823 | $823 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $770 | $770 | $0 |