THE HUETHER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HUETHER FOUNDATION INC (EIN 52-1435090)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-11
- IRS object ID
- 202521929349100617
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-11T13:48:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260794367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MID-ATLANTIC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 YORK ROAD | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | 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 | 521435090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUETHERMCCLELLAND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUET | BusinessNameControlTxt |
| Phone | 4104588098 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14000 FOX RUN COURT | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE R MCCLELLAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4104588098 | PhoneNum |
| Signature | 2025-07-11 | 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 | JANEEN M ARMSTRONG | PreparerPersonNm |
| PTIN | P00266667 | PTIN |
| Phone | 4108281961 | PhoneNum |
| Preparation | 2025-07-11 | PreparationDt |
| 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 | $14,472,440 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,402,156 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $349,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $349,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $828,271 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,223,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $828,271 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,580,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,177,906 | 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 |
| Legal Fees Rev And Expnss | $740 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,665 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,365 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,365 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $594,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $594,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $604,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,365 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $594,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,975,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,176,541 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,340 | CashBOYAmt |
| Cash EOY | $44,874 | CashEOYAmt |
| Cash EOYFMV | $44,874 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,157,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $482,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $482,766 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $262,774 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $463,186 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $481,053 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,776,683 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,285,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,463,747 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,299,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,276,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,472,440 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,299,802 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,276,719 | 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 | $8,299,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,276,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,299,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,276,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,299,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,975,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,687 | OtherIncreasesAmt |
| Subtotal | $10,276,719 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,276,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TRP INTER STOCK | 2024-11-21 | 2024-12-20 | $108,152 | $100,000 | $8,152 | $8,152 | |
| TRP MID-CAP GROWTH | 2024-11-21 | 2024-12-20 | $200,000 | $82,130 | $117,870 | $117,870 | |
| APPLE INC | 2016-08-17 | 2024-03-15 | $20,089 | $3,177 | $16,912 | $16,912 | |
| MICROSOFT CO | 2016-08-17 | 2024-03-15 | $19,541 | $2,694 | $16,847 | $16,847 | |
| TRP CAPITAL AAP | 2024-11-21 | 2024-12-26 | $235,000 | $99,169 | $135,831 | $135,831 | |
| TRP EQUITY INCOME | 2024-11-21 | 2024-12-26 | $153,862 | $107,993 | $45,869 | $45,869 | |
| CAPITAL GAINS DIVIDENDS | $486,790 | $486,790 | $486,790 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $828,271 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,883 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $23,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,883 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,529 | OverpaymentAmt |
| Applied To ES Tax | $13,529 | 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 | GEORGE MCCLELLAND | IndividualWithBooksNm |
| Phone | 4104588098 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14000 FOX RUN COURT | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21131 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CATHERINE H MCCLELLAND | ||||||||
| 14000 FOX RUN CT | PHOENIX | MD | 21131 | SECRETARY | 0.00 | $0 | $0 | $0 |
| GEORGE R MCCLELLAND | ||||||||
| 14000 FOX RUN CT | PHOENIX | MD | 21131 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| H DOUGLAS HUETHER | ||||||||
| 1055 W JOPPA RD APT 601 | TOWSON | MD | 21204 | CHAIRMAN | 0.50 | $0 | $0 | $0 |
| COURTNEY GONZALEZ | ||||||||
| 1870 SIR RICHARD COURT | FINKSBURG | MD | 21048 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROBERT MCCLELLAND | ||||||||
| 1312 GRAFTON SHOP RD | BEL AIR | MD | 21014 | TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIP PROGRAM WITH THE HARFORD COUNTY, MD SCHOOL SYSTEM. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO A SENIOR IN A HARFORD COUNTY HIGH SCHOOL WHO PLANS TO PURSUE ENGINEERING STUDIES IN COLLEGE. RECIPIENT STUDENT IS REQUIRED TO MAINTAIN PASSING GRADES IN COLLEGE AS A CONDITION FOR KEEPING THE SCHOLARSHIP. THE SCHOLARSHIP AMOUNT IS $15,000 ANNUALLY (FORMERLY $10,000 ANNUALLY) AND CONTINUES FOR FOUR YEARS FOR NEW RECIPIENTS. THE SCHOLARSHIPS ARE PAID DIRECTLY TO COLLEGES WHERE THE RECIPIENTS ATTEND. | Description1Txt |
| Expenses1 | $55,000 | Expenses1Amt |
| Description2 | SCHOLARSHIP PROGRAM WITH INDEPENDENT CAN COMPANY EMPLOYEES. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO CHILDREN OF EMPLOYEES OF INDEPENDENT CAN COMPANY WHO MEET SPECIFIC CRITERIA. THE SCHOLARSHIP IS FOR $3,000 PER SEMESTER, WITH A MAXIMUM OF $6,000 FOR TWO SEMESTERS. THE SCHOLARSHIPS WERE PAID DIRECTLY TO THE COLLEGES WHERE THE RECIPIENTS ATTEAND. | Description2Txt |
| Expenses2 | $33,000 | Expenses2Amt |
| Description3 | SCHOLARSHIP PROGRAM WITH MCDONOGH SCHOOL. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO A SENIOR AT MCDONOGH SCHOOL WHO PLANS TO PURSUE ENGINEERING STUDIES IN COLLEGE. THE SCHOLARSHIP IS $15,000 ANNUALLY (FORMERLY $10,000 ANNUALLY) AND CONTINUES FOR FOUR YEARS. THE SCHOLARSHIPS WERE PAID DIRECTLY TO THE COLLEGES.THE SCHOLARSHIPS WERE PAID DIRECTLY TO CORNELL, COLUMBIA UNIVERSITY, AND NORTHEASTERN UNIVERSITY. | Description3Txt |
| Expenses3 | $55,000 | Expenses3Amt |
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 | $11,750,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,001,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,001,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,821,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $591,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $591,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,354 | TotalTaxAmt |
| Distributable Before Adj | $574,739 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $574,739 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $574,739 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $594,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $594,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $574,739 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $23,958 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $733 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,691 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $594,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $574,739 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,761 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,452 | 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 | $44,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $23,958 | ExcessFromYear3Amt |
| Excess From Year1 | $733 | ExcessFromYear1Amt |
| Excess From Current Year | $19,761 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE R MCCLELLAND | ContributingManagerNm |
| Contributing Manager | H DOUGLAS HUETHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE R MCCLELLAND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14000 FOX RUN COURT | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4104588098 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING DESCRIPTION OF PROJECT FOR WHICH FUNDS ARE REQUESTED, WHAT IS HOPED TO BE ACHIEVED BY THE PROJECT, AMOUNT OF FUNDING REQUESTED, EVIDENCE OF TAX-EXEMPT STATUS, NAMES OF OFFICERS AND DIRECTORS OF TAX-EXEMPT ORGANIZATION, LATEST FINANCIAL STATEMENT, ALL EXHIBITS AND MATERIALS IN SUPPORT OF PROJECT, AND DETAILS OF SUPPORT OF PROJECT BY MEMBERS OF APPLICANT INSTITUTION AND OF THE COMMUNITY AT LARGE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 4800 MT HOPE DR | BALTIMORE | MD | 21215 | NONE | UNRESTRICTED | $10,000 |
| BALTIMORE MUSEUM OF IND | ||||||
| 1415 KEY HWY | BALTIMORE | MD | 21230 | NONE | UNRESTRICTED | $5,000 |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | UNRESTRICTED | $30,000 |
| BUCKNELL UNIVERSITY | ||||||
| 301 MARKET STREET STE 2 | LEWISBURG | PA | 17837 | NONE | UNRESTRICTED | $5,000 |
| CHILDREN'S SCHOLARSHIP FUND | ||||||
| 2300 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | UNRESTRICTED | $10,000 |
| COLLEGEBOUND FDN | ||||||
| 300 WATER ST STE 300 | BALTIMORE | MD | 21202 | NONE | UNRESTRICTED | $2,000 |
| COLUMBIA UNIVERSITY | ||||||
| 630 W 168TH ST | NEW YORK | NY | 10032 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $30,000 |
| CORNELL UNIVERSITY | ||||||
| 616 THURSTON AVENUE | ITHACA | NY | 14850 | NONE | SCHOLARSHIP PROGRAM SEE PART VIII-A | $15,000 |
| DYSLEXIA TUTORING | ||||||
| 711 W 40TH ST STE 310 | BALTIMORE | MD | 21211 | NONE | UNRESTRICTED | $5,000 |
| EASTERN MICHIGAN UNIVERSITY | ||||||
| 112 WELCH HALL PO BOX 972057 | YPSILANTI | MI | 48197 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $6,000 |
| FIRE MUSEUM OF MARYLAND | ||||||
| 1301 YORK RD | LUTHERVILLE | MD | 21093 | NONE | UNRESTRICTED | $5,000 |
| GBMC FOUNDATION | ||||||
| 6569 N CHARLES ST | BALTIMORE | MD | 21204 | NONE | UNRESTRICTED | $5,000 |
| GILCHRIST HOSPICE CARE | ||||||
| 6601 CHARLESWAY | BALTIMORE | MD | 21204 | NONE | UNRESTRICTED | $10,000 |
| HARFORD COUNTY PUBLIC LIBRARY FOUNDATION | ||||||
| 1221-A BRASS MILL ROAD | BELCAMP | MD | 21017 | NONE | UNRESTRICTED | $5,000 |
| HIGHLAND SCHOOL | ||||||
| 597 BROADVIEW AVE | WARRENTON | VA | 20186 | NONE | ENDOWMENT | $45,000 |
| INDEPENDENT COLLEGE FUND OF MD | ||||||
| 3225 ELLERSLIE AVE STE C160 | BALTIMORE | MD | 21218 | NONE | UNRESTRICTED | $2,000 |
| JDRF GALA | ||||||
| 200 VESEY ST 28TH FLOOR | NEW YORK | NY | 10281 | NONE | UNRESTRICTED | $3,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 10711 RED RUN BLVD STE 110 | OWINGS MILLS | MD | 21117 | NONE | UNRESTRICTED | $2,500 |
| MARYLAND SCHOOL FOR THE BLIND | ||||||
| 3501 TAYLOR AVE | BALTIMORE | MD | 21236 | NONE | UNRESTRICTED | $5,000 |
| MCDONOGH SCHOOL INC | ||||||
| PO BOX 380 | OWINGS MILLS | MD | 21117 | NONE | UNRESTRICTED AND CAPITAL | $69,000 |
| MIKEROWEWORKS FOUNDATION | ||||||
| 1207 4TH ST PH 3 | SANTA MONICA | CA | 90401 | NONE | UNRESTRICTED | $5,000 |
| MIT | ||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $15,000 |
| MORGAN STATE UNIVERSITY | ||||||
| 1700 EAST COLD SPRING LANE | BALTIMORE | MD | 21251 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $3,000 |
| MOTHER SETON ACADEMY | ||||||
| 2215 GREENMOUNT AVE | BALTIMORE | MD | 21218 | NONE | UNRESTRICTED | $5,000 |
| MOUNT VERNON LADIES ASSOCIATION | ||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | NONE | UNRESTRICTED AND ENDOWMENT | $60,000 |
| MT WASHINGTON PEDIATRIC | ||||||
| 1708 W ROGERS AVE | BALTIMORE | MD | 21209 | NONE | UNRESTRICTED | $10,000 |
| NORTHEASTERN UNIVERSITY | ||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $13,000 |
| OHIO STATE | ||||||
| 14 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $10,000 |
| PORT DISCOVERY | ||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | NONE | UNRESTRICTED | $10,000 |
| PURDUE UNIVERSITY | ||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | UNRESTRICTED | $1,000 |
| ROLAND PARK COUNTRY SCHOOL | ||||||
| 5204 ROLAND AVE | BALTIMORE | MD | 21210 | NONE | UNRESTRICTED | $5,000 |
| SALVATION ARMY | ||||||
| 814 LIGHT ST | BALTIMORE | MD | 21230 | NONE | UNRESTRICTED | $2,000 |
| ST IGNATIUS LOYOLA ACADEMY | ||||||
| 300 EAST GITTINGS ST | BALTIMORE | MD | 21230 | NONE | UNRESTRICTED AND CAPITAL | $58,000 |
| ST JOSEPH MEDICAL CENTER | ||||||
| 7601 OSLER DR | TOWSON | MD | 21204 | NONE | UNRESTRICTED | $25,000 |
| STMARY'S COLLEGE | ||||||
| 18952 EAST FISHER ROAD ST | MARY S CITY | MD | 20686 | NONE | SCHOLARSHIP PROGRAM, SEE PART VII-A | $3,000 |
| STELLA MARIS | ||||||
| 2300 DULANEY VALLEY RD | TIMONIUM | MD | 21093 | NONE | UNRESTRICTED | $1,000 |
| TARRANT COUNTY COLLEGE | ||||||
| 300 TRINITY CAMPUS CIR | FORT WORTH | TX | 76102 | NONE | UNRESTRICTED | $20,000 |
| THE CALIFORNIA INSTITUTE OF TECHNOLOGY (CALTECH) | ||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $15,000 |
| THE FLAG HOUSE | ||||||
| 844 E PRATT ST | BALTIMORE | MD | 21202 | NONE | UNRESTRICTED | $1,000 |
| TOWSON UNIVERSITY | ||||||
| 8000 YORK RD | BALTIMORE | MD | 21204 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $3,000 |
| TOWSON UNIVERSITY FOUNDATION | ||||||
| 8000 YORK RD | TOWSON | MD | 21252 | NONE | HUETHER/MCCLELLAND ENDOWMENT FOR TOP 10 SCHOLARS | $5,000 |
| UNIVERSITY OF MARYLAND | ||||||
| 7769 ALUMNI DR | COLLEGE PARK | MD | 20742 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $3,000 |
| UNIVERSITY OF MARYLAND | ||||||
| 1000 HILLTOP CIRCLE | BALTIMORE | MD | 21250 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $15,000 |
| UNIVERSITY OF TAMPA | ||||||
| 401 W KENNEDY BLVD | TAMPAFL | FL | 33606 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $6,000 |
| VIRGINIA TECH | ||||||
| 902 PRICES FORK ROAD | BLACKSBURG | VA | 24060 | NONE | UNRESTRICTED | $5,000 |
| WEST GOVERNORS UNIVERSITY | ||||||
| PO BOX 30015 | SALT LAKE CITY | UT | 84130 | NONE | SCHOLARSHIP PROGRAM, SEE PART VIII-A | $6,000 |
| WEST POINT FUND | ||||||
| 606 THAYER RD | WEST POINT | NY | 10996 | NONE | UNRESTRICTED | $10,000 |
| WINDWARD SCHOOL | ||||||
| 40 WEST RED OAK LN | WHITE PLAINS | NY | 10604 | NONE | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $594,500 | 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 | $349,635 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $828,271 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,177,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,177,906 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GEORGE AND CATHERINE MCCLELLAND | |||||||
| 1 | 14000 FOX RUN CT | PHOENIX | MD | 21131 | $130,000 | Yes (X) | |
| H DOUGLAS HUETHER | |||||||
| 2 | 1055 W JOPPA RD 601 | BALTIMORE | MD | 21204 | $1,050,459 | Yes (X) | Yes (X) |
| COURTNEY AND DARRYL GONZALEZ | |||||||
| 3 | 1870 SIR RICHARD COURT | FINKSBURG | MD | 21048 | $15,000 | Yes (X) | |
| ANNE LEE HUETHER | |||||||
| 4 | 1055 W JOPPA RD 601 | TOWSON | MD | 21204 | $200,000 | Yes (X) | |
| ROBERT MCCLELLAND | |||||||
| 5 | 1312 GRAFTON SHOP RD | BEL AIR | MD | 21014 | $3,177 | Yes (X) | |
| WHITNEY AND BRIAN HILL | |||||||
| 6 | 41 HARRIS ROAD | KATONAH | NY | 10536 | $816 | Yes (X) | |
| ROBERT AND MARY MCCLELLAND | |||||||
| 7 | 1312 GRAFTON SHOP RD | BEL AIR | MD | 21014 | $2,694 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | CASH $100K, 10/15 CSX, ENTER, MICROS, PFIZER, VANG $1,526,01811/21 TRP MUTUAL FUNDS $1,043,426; | $2,569,444 | |
| 5 | 117 APPLE | $20,241 | 2024-03-14 |
| 6 | 211 SHS OF COCA COLA | $15,148 | 2024-09-27 |
| 7 | 47 MICROSOFT | $19,985 | 2024-03-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMCAP FUND INC | $230,852 | $491,599 |
| AMER MUTUAL | $242,068 | $274,542 |
| CAPITAL INCOME BUILDER | $1,154,765 | $1,344,655 |
| DODGE & COX | $515,281 | $517,847 |
| EUROPACIFIC FUND | $197,434 | $252,169 |
| FRANKLIN INCOME | $991,972 | $1,022,874 |
| FUNDAMENTAL INVESTORS | $160,747 | $497,971 |
| INCOME FUND OF AMERICA | $1,022,335 | $1,268,949 |
| NEW PERSPECTIVE FUND | $340,704 | $526,533 |
| PIMCO LOW DUR | $621,271 | $640,028 |
| T ROWE GROWTH | $46,718 | $152,685 |
| TRP BLUE CHIP GROWTH | $46,557 | $436,895 |
| TRP MID CAP | $188,745 | $318,250 |
| TRP SMALL CAP VAL | $225,477 | $363,743 |
| VANGUARD FIXED INCOME | $102,141 | $165,613 |
| WASHINGTON MUTUAL INV FUND | $744,331 | $1,423,497 |
| VANGUARD MID-CAP | $128,628 | $151,377 |
| VANGUARD SMALL-CAP | $129,589 | $153,363 |
| VANGUARD HI YIELD | $638,998 | $664,374 |
| JP MORGAN EXCHANGE | $240,583 | $251,953 |
| ENTERPRISE | $27,396 | $95,663 |
| COCA-COLA | $918 | $13,237 |
| CSX | $16,658 | $71,246 |
| MICROSOFT | $8,183 | $126,684 |
| PFIZER | $7,691 | $10,783 |
| VANGUARD WORLD | $27,432 | $155,643 |
| VANGUARD 500 INDEX ADMIRAL | $374,247 | $1,088,945 |
| T ROWE PRICE BROKERAGE STOCKS | $748,673 | $734,383 |
| TRP CAPITAL APPRECIATION | $84,107 | $196,749 |
| TRP MID CAP GROWTH | $21,392 | $51,497 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $463,186 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $481,053 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $740 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $27 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $1,687 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $5,300 | $0 | $0 |
| FOR TAX WITHHELD | $1,365 | $1,365 | $0 |