WILLIAM E CROSS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM E CROSS FOUNDATION INC (EIN 20-1220528)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-21
- IRS object ID
- 202512029349100516
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-21T14:49:00-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521273734 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LSWG PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 THOMAS JOHNSON DRIVE | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21702 | 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 | 201220528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E CROSS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O DON LINTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3016960467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2631 MILL RACE ROAD | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 217016805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD LINTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016629200 | PhoneNum |
| Signature | 2025-07-16 | 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 | BRIAN E RIPPEON | PreparerPersonNm |
| PTIN | P00050220 | PTIN |
| Phone | 3016629200 | 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 | $8,127,375 | 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 | $190,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,225 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $466,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,356,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $466,533 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $656,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $656,758 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $124,501 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $124,501 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,876 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,876 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,761 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,761 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,597 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $416,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $455,023 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,593 | CashBOYAmt |
| Cash EOY | $22,347 | CashEOYAmt |
| Cash EOYFMV | $22,347 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $54,061 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $168,936 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $168,936 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $18,379 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,380,144 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,423,124 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,935,012 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,787 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,080 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,080 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,576,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,615,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,127,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,576,964 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,615,487 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,576,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,615,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,576,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,615,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,576,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,523 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,615,487 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,615,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | 2001-01-01 | 2024-12-31 | $478,506 | $478,506 | $478,506 | |
| FIDELITY | 2001-01-01 | 2024-12-31 | $750,000 | -$4,794 | -$4,794 | $754,794 |
| MORGAN STANLEY | 2001-01-01 | 2024-12-31 | $279 | $23 | $23 | $256 |
| MORGAN STANLEY | 2001-01-01 | 2024-12-31 | $127,742 | -$7,202 | -$7,202 | $134,944 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $466,533 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,453 | 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 | $21,453 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,128 | OverpaymentAmt |
| Applied To ES Tax | $15,128 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DONALD LINTON CPA | IndividualWithBooksNm |
| Phone | 3016960467 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2631 MILL RACE ROAD | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD C LINTON | ||||||||
| 2631 MILL RACE ROAD | FREDERICK | MD | 217016805 | PRESIDENT/DIRE | 5.00 | $78,501 | $0 | $0 |
| REBECCA LINTON | ||||||||
| 2631 MILL RACE ROAD | FREDERICK | MD | 217016805 | TREASURER/DIREC | 2.00 | $43,000 | $0 | $0 |
| DAVID LINTON | ||||||||
| 20575 OVERTON CT | POTOMAC FALLS | VA | 20165 | VICE-PRESIDENT/DIREC | 2.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,780,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $272,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,052,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,052,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,931,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $396,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $396,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,325 | TotalTaxAmt |
| Distributable Before Adj | $390,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $390,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $390,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $416,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $416,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $390,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $6,153,618 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $936,492 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,090,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $416,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $390,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,248 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,116,358 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,116,358 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $6,153,618 | ExcessFromYear2Amt |
| Excess From Year1 | $936,492 | ExcessFromYear1Amt |
| Excess From Current Year | $26,248 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD LINTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2631 MILL RACE ROAD | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3016960467 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING DESCRIP OF NFP ACTIVITIES & CHARITABLE STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A NON-PROFIT ENTITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR HOMELESS FAMILIES INC | |||||||
| 216 ABRECHT PLACE | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| ADVOCATES FOR THE AGING | |||||||
| 8222 GLENDALE DRIVE | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 108 BYTE DRIVE 103 | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| BEYOND SHELTER FREDERICK | |||||||
| 27 DEGRANGE STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $20,000 |
| BRETHREN DISASTER MINISTRIES | |||||||
| 601 MAIN ST | NEW WINDSOR | MD | 21776 | NONE | PC | FOR PROGRAM SERVICES | $25,000 |
| CALVARY UNITED METHODIST CHURCH | |||||||
| 1 MUSIC CIRCLE N | NASHVILLE | TN | 372034310 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| CASA OF FREDERICK COUNTY | |||||||
| 226 SOUTH JEFFERSON ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| CELEBRATE FREDERICK | |||||||
| 121 NORTH BENTZ ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| COMMUNITY LIVING INC | |||||||
| 620-B RESEARCH CT | FREDERICK | MD | 21703 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| DAYBREAK ADULT DAY SERVICES INC | |||||||
| 7819 ROCKY SPRINGS RD | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| DOWNTOWN FREDERICK PARTNERSHIP | |||||||
| 19 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| FAHRNEY-KEEDY HOME AND VILLAGE | |||||||
| 8507 MAPLEVILLE RD | BOONSBORO | MD | 21713 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| FRED CO 4H THERAPEUTIC RIDING PROGRAM | |||||||
| 11515 ANGLEBERGER RD | THURMONT | MD | 21788 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| FRED COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 7932 OPPOSSUMTOWN PIKE | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $25,000 |
| FREDERICK ARTS COUNCIL | |||||||
| 11 WEST PATRICK STREET SUITE 201 | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| FREDERICK HEALTH HOSPICE INC | |||||||
| 400 WEST SEVENTH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERICES | $5,000 |
| FREDERICK HEALTH HOSPITAL INC | |||||||
| 400 WEST 7TH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $27,500 |
| FREDERICK RESCUE MISSION INC | |||||||
| PO BOX 3389 | FREDERICK | MD | 21705 | NONE | PC | FOR PROGRAM SERVICES | $11,000 |
| FRIENDS OF CARROLL CREEK URBAN PARK INC | |||||||
| 3 E ALL SAINTS ST UNIT 304 | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| GALE HOUSE RECOVERY INC | |||||||
| 336 NORTH MARKET STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| GLADE VALLEY CHURCH OF THE BRETHREN | |||||||
| PO BOX 690 2 CHAPEL PL | WALKERSVILLE | MD | 21793 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| GLADE VALLEY COMMUNITY SERVICES | |||||||
| PO BOX 655 | WALKERSVILLE | MD | 21793 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| GOODWILL INDUSTRIES OF MONOCACY VALLEY | |||||||
| 400 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| HABITAT FOR HUMANITY OF FREDERICK COUNTY MD | |||||||
| 117 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| HALFWAY ENVIRONMENT FOR ALCOHOLICS RECOVERING INC-THE GATE HOUSE | |||||||
| 649 EAST MAIN ST | LITITZ | PA | 17543 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| HEARTLY HOUSE INC | |||||||
| PO BOX 857 | FREDERICK | MD | 21705 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| HOUSING AUTHORITY OF THE CITY OF FREDERICK | |||||||
| 209 MADISON STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| MEALS ON WHEELS OF FREDERICK COUNTY | |||||||
| 1440 TANEY AVENUE | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| MENTAL HEALTH ASSOC OF FREDERICK COUNTY | |||||||
| 226 SOUTH JEFFERSON ST | FREDERICK | MD | 21201 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| MISSION OF MERCY | |||||||
| 22 SOUTH MARKET STREET SUITE 6D | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $15,000 |
| NATIONAL MUSEUM OF CIVIL WAR MEDICINE | |||||||
| 49 E PATRICK ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| NEELSVILLE PRESBYTERIAN CHURCH | |||||||
| 20701 NORTH FREDERICK RD | GERMANTOWN | MD | 20876 | NONE | PC | FOR PROGRAM SERVICES | $10,000 |
| OPUS COMMUNITY MUSIC SCHOOL | |||||||
| 6217 SYKESVILLE ROAD | ELDERSBURG | MD | 21784 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| PRESERVATION AND ENHANCEMENT FUND OF MOUNT OLIVET CEMETERY INC | |||||||
| 515 S MARKET ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| SALVATION ARMY- FREDERICK CO | |||||||
| 223 WEST 5TH ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $11,000 |
| SAN MAR CHILDREN'S HOME INC | |||||||
| 8504 MAPLEVILLE ROAD | BOONSBORO | MD | 21713 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| SOPHIE & MADIGAN'S PLAYGROUND | |||||||
| PO BOX 1628 | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| STEADFAST STANDING FIRM AGAINST YOUTH HOMELESSNESS | |||||||
| 10132 HANSONVILLE RD | FREDERICK | MD | 21702 | NONE | PC | FOR PROGRAM SERVICES | $2,000 |
| THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INC | |||||||
| 312 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $40,500 |
| THE FREDERICK CHILDREN'S CHORUS INC | |||||||
| 10916 ETZLER MILL RD | WOODSBORO | MD | 217988006 | NONE | PC | FOR PROGRAM SERVICES | $2,500 |
| THE FREDERICK CHORALE INC | |||||||
| PO BOX 3009 | FREDERICK | MD | 21705 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| THE HISTORICAL SOCIETY OF FREDERICK COUNTY INC DBA HERITAGE FREDERICK | |||||||
| 24 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| THE MD SCHOOL FOR THE DEAF FOUNDATION | |||||||
| PO BOX 636 | FREDERICK | MD | 21705 | NONE | PC | FOR PROGRAM SERVICES | $1,000 |
| THE MONOCACY FOUNDATION | |||||||
| 620-B RESEARCH CT | FREDERICK | MD | 21703 | NONE | EOF | FOR PROGRAM SERVICES | $2,000 |
| THE NATIONAL CHRISTIAN CHOIR INC | |||||||
| 903 A RUSSELL AVENUE | GAITHERSBURG | MD | 208793276 | NONE | PC | FOR PROGRAM SERVICES | $3,000 |
| THURMONT SENIOR CENTER INC | |||||||
| 806 EAST MAIN ST | THURMONT | MD | 21788 | NONE | PC | FOR PROGRAM SERVICES | $5,000 |
| UNITED WAY OF FREDERICK COUNTY | |||||||
| 629 N MARKET ST | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $76,000 |
| WEINBURG CENTER FOR THE ARTS | |||||||
| 20 WEST PATRICK STREET | FREDERICK | MD | 21701 | NONE | PC | FOR PROGRAM SERVICES | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $416,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,225 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $466,533 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $190,225 | ExclusionAmt |
| Related Or Exempt Function Incm | $466,533 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $656,758 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON SALE OF INVESTED STOCKS, BONDS AND OTHER MARKETABLE SECURITIES | RelationshipStatementTxt |
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 | CategoryTxt |
| Amt | $7,876 | Amt |
| Net Investment Income | $7,876 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (62 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FHTC-DFA EMERG. MKTS SMALL CAP | AT COST | $5,193 | $6,101 |
| FHTC-DFA EMERG MKTS VALUE | AT COST | $3,990 | $4,646 |
| FHTC-EMERGING MKTS | AT COST | $4,029 | $4,593 |
| FHTC-INT'L SMALL CAP | AT COST | $6,851 | $7,867 |
| FHTC-INT'L SMALL COMPANY | AT COST | $7,114 | $7,494 |
| FHTC- INT'L VALUE | AT COST | $13,403 | $15,365 |
| FHTC- US LARGE CAP VALUE | AT COST | $21,294 | $32,934 |
| FHTC- REAL ESTATE SEC | AT COST | $12,291 | $15,536 |
| FHTC- US CORE EQUITY | AT COST | $11,175 | $26,595 |
| FHTC- US VECTOR EQUITY | AT COST | $23,910 | $42,276 |
| FHTC- DFA 2 YR FIXED INCOME | AT COST | $16,511 | $16,150 |
| FHTC-DFA 5 YEAR GLOBAL FIXED | AT COST | $17,246 | $16,152 |
| FHTC- ONE YEAR FIXED INCOME | AT COST | $16,231 | $16,153 |
| FHTC- DFA SHORT TERM GOVT | AT COST | $16,831 | $16,119 |
| FID-AMERICAN CENTURY DIV BOND | AT COST | $131,464 | $110,569 |
| FID-ARTISAN INT'L | AT COST | $535,709 | $522,012 |
| FID-JOHN HANCOCK DISC VALUE | AT COST | $792,366 | $907,984 |
| FID-PIMCO REAL RETURN | AT COST | $235,057 | $195,480 |
| FID-AMERICAN BEACON INT'L | AT COST | $599,643 | $541,396 |
| FID-AMERICAN CENTURY EQUITY | AT COST | $1,054,834 | $1,283,592 |
| FID-ARTISAN MID CAP | AT COST | $389,003 | $360,587 |
| FID- HARTFORD SMALL COMPANY | AT COST | $298,822 | $312,374 |
| FID-NYLI WINSLOW LARGE CAP | AT COST | $843,491 | $937,878 |
| FID-JANUS HENDERSON SMALL CAP | AT COST | $372,831 | $393,819 |
| FID-TEMPLETON GLOBAL BOND | AT COST | $149,570 | $94,619 |
| MS-FIRST TRUST DJ INTERNET IDX | AT COST | $28,566 | $37,205 |
| MS-ISHARES CORE DIVIDEND GROWTH | AT COST | $30,292 | $49,858 |
| MS-ISHARES CORE HIGH DIVIDEND | AT COST | $17,269 | $18,857 |
| MS- JPMORGAN EQUITY PREMIUM INC | AT COST | $19,124 | $18,686 |
| MS- ISHARES SELECT DIVIDEND | AT COST | $18,096 | $19,255 |
| MS- ALPS I OSHARES US QUALITY DIV | AT COST | $15,768 | $24,945 |
| MS-SPDR PORT S&P 500 HIGH DIV | AT COST | $18,062 | $18,239 |
| MS- WESTERN ASSET DIVERSIFIED INCOME | AT COST | $18,085 | $12,854 |
| MS-AMERICAN CAP INC BUILDER | AT COST | $87,075 | $99,074 |
| MS-AMERICAN CAP WORLD GROWTH AND INC | AT COST | $10,736 | $19,444 |
| MS-AMERICAN EUROPACIFIC GROWTH | AT COST | $16,167 | $14,724 |
| MS-AMERICAN GROWTH FUND OF AMERICA | AT COST | $114,592 | $130,584 |
| MS-AMERICAN INCOME FUND OF AMERICA | AT COST | $90,079 | $100,406 |
| MS- AMERICAN INVESTMENT COMPANY OF AMERICA | AT COST | $55,021 | $70,068 |
| MS- AMERICAN NEW WORLD FUND | AT COST | $19,863 | $21,380 |
| MS-AMERICAN WASHINGTON MUTUAL | AT COST | $73,670 | $86,617 |
| MS-COLUMBIA ACORN EUROPEAN INST | AT COST | $23,530 | $31,832 |
| MS-COLUMBIA ACORN INSTIT | AT COST | $41,865 | $41,532 |
| MS- COLUMBIA ACORN INT'L INSTIT | AT COST | $3,507 | $2,519 |
| MS- COLUMBIA CONTRARIAN CORE | AT COST | $110,915 | $132,865 |
| MS- COLUMBIA FLEXIBLE CAPT INC | AT COST | $67,501 | $79,358 |
| MS-COLUMBIA INCOME BUILDER INSTIT | AT COST | $71,812 | $70,217 |
| MS- COLUMBIA SELECT LARGE CAP GROWTH | AT COST | $84,318 | $89,824 |
| MS- COLUMBIA DIVIDEND OPP | AT COST | $60,238 | $62,848 |
| MS- INVESCO OPP GLOBAL OPP | AT COST | $41,614 | $28,330 |
| MS- LORD ABBETT AFFILIATED | AT COST | $45,807 | $53,530 |
| MS- LORD ABBETT CALIBRATED DIV GROW | AT COST | $56,108 | $70,213 |
| MS- PGIM JENNISON FOCUSED VALUE | AT COST | $65,920 | $75,422 |
| MS-PGIM JENNISON GLOBAL OPP | AT COST | $23,684 | $24,834 |
| MS-PGIM JENNISON FOCUSED GROWTH | AT COST | $99,660 | $114,150 |
| MS-PGIM JENNISON GLOBAL EQUITY INC | AT COST | $71,735 | $69,926 |
| MS-PGIM JENNISON MID CAP GROWTH | AT COST | $15,942 | $16,298 |
| MS- POLEN GROWTH INSTIT | AT COST | $21,586 | $26,075 |
| FID- AMERICAN GROWTH FUND | AT COST | $109,854 | $116,519 |
| FID-GOLDMAN SACHS 3.95% CD | AT COST | $100,020 | $99,855 |
| MS-BLACKROCK LIQUID TREASURY | AT COST | $75,826 | $75,826 |
| MS- JPM NASDAQ EQUITY PREMIUM | AT COST | $20,358 | $22,552 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $1,787 | BOYBookValueAmt |
| EOY Book Value | $1,080 | EOYBookValueAmt |
| EOYFMV | $1,080 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SOFTWARE | $256 | $256 | $0 |
| BANK FEES | $48 | $48 | $0 |
| INSURANCE | $579 | $579 | $0 |
| OFFICE EXPENSE | $205 | $205 | $0 |
| BROKER FEES | $58,509 | $58,509 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,958 | $1,958 | $0 |
| PAYROLL TAXES | $7,803 | $7,803 | $0 |