CAPLAN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CAPLAN FAMILY FOUNDATION INC (EIN 52-2005222)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-20
- IRS object ID
- 202142939349100509
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-20T14:09:07-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522005222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPLAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPL | BusinessNameControlTxt |
| Phone | 4437967435 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11433 CRONRIDGE DR | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 211172294 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONSTANCE CAPLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4437967435 | PhoneNum |
| Signature | 2021-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CONSTANCE | PersonFirstNm |
| Person Last | CAPLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2021-08-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,804,134 | 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 | $22,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,922 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $105,203 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $105,203 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $105,203 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $29,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $152,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,973 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $158,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,098 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,587 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,294 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,293 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,280 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $98 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,479 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $176 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,848 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,596 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,497 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,497 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,848 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,533 | CashBOYAmt |
| Cash EOY | $23,804 | CashEOYAmt |
| Cash EOYFMV | $23,804 | CashEOYFMVAmt |
| Corporate Stock BOY | $855,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $823,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,188,699 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $349,646 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $364,090 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,583,092 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,539 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,539 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,539 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,230,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,219,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,804,134 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,230,083 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,219,595 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,230,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,219,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,230,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,219,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,230,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,219,595 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,219,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $144,564 | $122,960 | $21,604 | $21,604 | |
| CAPITAL GAINS DIVIDENDS | $8,369 | $8,369 | $8,369 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,973 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,245 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,445 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $1,358 | OverpaymentAmt |
| Applied To ES Tax | $1,358 | 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 | JUSTINE FIELDS | IndividualWithBooksNm |
| Phone | 4437967435 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11433 CRONRIDGE DRIVE | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CONSTANCE R CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | PRESIDENT/SECRETARY, JOINED 05/1997 | 0.20 | $0 | $0 | $0 |
| MARK M CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | VICE PRES/TREASURER, JOINED 05/1997 | 0.00 | $0 | $0 | $0 |
| CATHERINE CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | DIRECTOR, JOINED 05/1997 | 0.00 | $0 | $0 | $0 |
| JONATHAN CAPLAN | ||||||||
| 11433 CRONRIDGE DRIVE | OWINGS MILLS | MD | 21117 | DIRECTOR, JOINED 05/1997 | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. (SEE LIST ATTACHED) | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,050,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,096 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,534,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,633,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,633,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,509 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,594,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,075 | TotalTaxAmt |
| Distributable Before Adj | $127,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $127,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $127,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,093 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,093 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $155,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $125,444 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,648 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,537 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,329 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,643 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $454,601 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,093 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,446 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $482,047 | 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 | $125,444 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $356,603 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,648 | ExcessFromYear4Amt |
| Excess From Year3 | $88,537 | ExcessFromYear3Amt |
| Excess From Year2 | $81,329 | ExcessFromYear2Amt |
| Excess From Year1 | $69,643 | ExcessFromYear1Amt |
| Excess From Current Year | $27,446 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUSTINE FIELDS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11433 CRONRIDGE DRIVE | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4437967373 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED | $900 | |
| ALI FORNEY CENTER | ||||||||
| 224 WEST 35TH STREET 15TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $1,000 | |
| ALS ASSOCIATION | ||||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED | $250 | |
| AMERICAN FOLK ART MUSEUM | ||||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $250 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 15 WEST 77TH STREET | NEW YORK | NY | 10132 | NONE | PC | UNRESTRICTED | $450 | |
| ARTISTS SPACE | ||||||||
| 80 WHITE STREET | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED | $7,000 | |
| ASSOCIATED BLACK CHARITIES | ||||||||
| 2 HAMILL ROAD 272 NORTH QUADRANGLE | BALTIMORE | MD | 21210 | NONE | PC | UNRESTRICTED | $1,000 | |
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | ||||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $2,250 | |
| BALT CHESAPEAKE BAY OUTWARD BOUND CENTER | ||||||||
| 1900 EAGLE DRIVE | BALTIMORE | MD | 21207 | NONE | PC | UNRESTRICTED | $250 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||||
| 808 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $10,000 | |
| BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | PC | UNRESTRICTED | $2,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $20,000 | |
| BAM | ||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | UNRESTRICTED | $96 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | UNRESTRICTED | $1,000 | |
| BETH AM | ||||||||
| 2701 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | UNRESTRICTED | $8,590 | |
| BIKEMORE | ||||||||
| 2209 MARYLAND AVENUE | BALTIMORE | MD | 21218 | NONE | PC | UNRESTRICTED | $1,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | UNRESTRICTED | $500 | |
| BOBST LIBRARY | ||||||||
| 70 WASHINGTON SQUARE SOUTH ROOM | NEW YORK | NY | 10012 | NONE | PC | UNRESTRICTED | $625 | 1116 |
| BRONX BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PC | UNRESTRICTED | $300 | |
| BROOKLYN BOTANICAL GARDEN | ||||||||
| 990 WASHINGTON AVE | BROOKLYN | NY | 11225 | NONE | PC | UNRESTRICTED | $86 | |
| CAMC | ||||||||
| 3414 STAUNTON AVE SE | CHARLESTON | WV | 25304 | NONE | PC | UNRESTRICTED | $500 | |
| CENTER STAGE | ||||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $12,500 | |
| CHELSEA MUSIC FESTIVAL | ||||||||
| POBOX 20435 | NEW YORK CITY | NY | 10025 | NONE | PC | UNRESTRICTED | $160 | |
| CHINA INSTITUTE | ||||||||
| 100 WASHINGTON STREET | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $150 | |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $1,000 | |
| CREATIVE ALLIANCE | ||||||||
| 3134 EASTERN AVE | BALTIMORE | MD | 21224 | NONE | PC | UNRESTRICTED | $2,000 | |
| CYLBURN ARBORETUM ASSOCIATION | ||||||||
| 4915 GREENSPRING AVENUE | BALTIMORE | MD | 21209 | NONE | PC | UNRESTRICTED | $2,000 | |
| DEMOCRACY NOW | ||||||||
| 207 W 25TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $1,000 | |
| FAPE | ||||||||
| 1725 I ST NW 300 | WASHINGTON | DC | 25006 | NONE | PC | UNRESTRICTED | $10,000 | |
| FILM FORUM | ||||||||
| 209 W HOUSTON STREET | NEW YORK | NY | 10014 | NONE | PC | UNRESTRICTED | $250 | |
| FILM SOCIETY OF LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $170 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $1,000 | |
| FOUNDATOIN FIGHTING BLINDNESS | ||||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | NONE | PC | UNRESTRICTED | $500 | 100 |
| FRICK COLLECTION | ||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10121 | NONE | PC | UNRESTRICTED | $140 | |
| FRIENDS OF RAWLINGS CONSERVATORY | ||||||||
| PO BOX 5668 | BALTIMORE | MD | 21210 | NONE | PC | UNRESTRICTED | $100 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 N CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $2,750 | |
| HAMPDEN FAMILY CENTER | ||||||||
| 1104 WEST 36TH STREET | BALTIMORE | MD | 21211 | NONE | PC | UNRESTRICTED | $250 | |
| HOUSE FOUNDATION FOR THE ARTS | ||||||||
| 260 WEST BROADWAY | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED | $1,000 | |
| IMMIGRATION EQUALITY | ||||||||
| 594 DEAN STREET | BROOKLYN | NY | 11238 | NONE | PC | UNRESTRICTED | $2,500 | |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | ||||||||
| 1114 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $85 | |
| JAPAN SOCIETY | ||||||||
| 333 EAST 47TH STREET | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $100 | |
| JCC | ||||||||
| 3506 GWYNNBROOK AVENUE | OWINGS MILLS | MD | 21117 | NONE | PC | UNRESTRICTED | $250 | |
| JEWISH MUSEUM | ||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | UNRESTRICTED | $125 | |
| JEWISH MUSEUM OF MARYLAND | ||||||||
| 15 LLOYD STREET | BALTIMORE | MD | 21202 | NONE | PC | UNRESTRICTED | $736 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | UNRESTRICTED | $5,200 | |
| LREI | ||||||||
| 40 CHARITON STREET | NEW YORK | NY | 10014 | NONE | PC | UNRESTRICTED | $100 | |
| LEUKEMIA AND LYMPHONA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE STE 200 | RYE BROOK | NY | 10573 | NONE | PC | UNRESTRICTED | $500 | |
| MARYLAND CITIZENS FOR THE ARTS | ||||||||
| 120 W NORTH AVENUE STE 302 | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $250 | |
| MARYLAND HUMANITIES COUNCIL | ||||||||
| 180 W CENTRE STREET | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $250 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | UNRESTRICTED | $1,609 | |
| MIDDLE GRADES PARTNERSHIP | ||||||||
| 1500 UNION AVENUE SUITE 1320 | BALTIMORE | MD | 21211 | NONE | PC | UNRESTRICTED | $2,500 | |
| MONTEFIORE MEDICAL CENTER | ||||||||
| 3325 BAINBRIDGE | BRONX | NY | 10467 | NONE | PC | UNRESTRICTED | $500 | |
| MT VERNON PLACE CONSERVANCY | ||||||||
| P O BOX 2394 | BALTIMORE | MD | 21203 | NONE | PC | UNRESTRICTED | $5,000 | |
| MUSEUM OF THE MOVING IMAGE | ||||||||
| 36-01 35TH AVENUE | ASTORIA | NY | 11106 | NONE | PC | UNRESTRICTED | $150 | |
| NEUE GALLERIE | ||||||||
| 1048 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | UNRESTRICTED | $530 | |
| NEW MUSEUM | ||||||||
| 235 BOWERY | NEW YORK | NY | 10002 | NONE | PC | UNRESTRICTED | $375 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED | $1,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED | $100 | |
| NEW YORK SUN WORKS | ||||||||
| 157 COLUMBUS AVENUE SUITE 432 | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $100 | |
| NY CARES | ||||||||
| 65 BROADWAY 19TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | UNRESTRICTED | $100 | |
| ON THE MOVE | ||||||||
| 780 LINCOLN AVE | NAPA | CA | 94558 | NONE | PC | UNRESTRICTED | $500 | |
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | UNRESTRICTED | $370 | |
| PHILLIPS COLLECTION | ||||||||
| 1600 21ST ST STREET NW | WASHINGTON | DC | 20009 | NONE | PC | UNRESTRICTED | $1,000 | |
| PUBLIC THEATRE | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED | $200 | |
| PURCHASE COLLEGE | ||||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 10577 | NONE | PC | UNRESTRICTED | $100 | |
| RAINFOREST FOUNDATION US | ||||||||
| 1000 DEAN STREET SUITE 430 | BROOKLYN | NY | 11238 | NONE | PC | UNRESTRICTED | $1,000 | |
| RAINFOREST TRUST | ||||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | PC | UNRESTRICTED | $1,000 | |
| ROLAND PARK COUNTRY SCHOOL | ||||||||
| 5204 ROLAND AVENUE | BALTIMORE | MD | 12210 | NONE | PC | UNRESTRICTED | $5,000 | |
| SHARE OUR STRENGTH | ||||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | NONE | PC | UNRESTRICTED | $1,000 | |
| SHRIVER HALL CONCERT SERIES | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | UNRESTRICTED | $1,000 | |
| ST ANNS WAREHOUSE | ||||||||
| 45 WATER STREET | BROOKLYN | NY | 11201 | NONE | PC | UNRESTRICTED | $175 | |
| STUDIO MUSEUM HARLEM | ||||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | UNRESTRICTED | $2,475 | |
| THE WALTERS ART MUSEUM | ||||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PC | UNRESTRICTED | $5,250 | |
| THIRD STREET MUSIC SCHOOL | ||||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED | $1,000 | |
| TORAH INSTITUTE | ||||||||
| 35 ROSEWOOD LANE | OWINGS MILLS | MD | 21117 | NONE | PC | UNRESTRICTED | $100 | |
| UNITED WAY OF CENTRAL MARYLAND | ||||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 21230 | NONE | PC | UNRESTRICTED | $14,500 | |
| WATERKEEPER ALLIANCE | ||||||||
| 180 MAIDEN LANE SUITE 603 | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED | $1,000 | |
| WHITE COLUMNS | ||||||||
| 91 HORATIO STREET | NEW YORK | NY | 10014 | NONE | PC | UNRESTRICTED | $500 | |
| PROFESSIONAL CHILDREN'S SCHOOL | ||||||||
| 132 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,497 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,922 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $105,203 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $158,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,098 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,587 | Amt |
| Net Investment Income | $2,294 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,293 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX FUND | $65,274 | $175,629 |
| VANGUARD INTERNATIONAL VALUE | $95,694 | $108,419 |
| VANGUARD ADMIRAL SHRS INTER-TERM | $67,190 | $78,198 |
| VANGUARD HIGH-YIELD CORP FUND | $66,193 | $67,955 |
| VANGUARD WELLINGTON ADM/INV SHARES | $130,210 | $153,874 |
| VANGUARD MID-CAP INDEX FUND | $57,598 | $138,625 |
| ST BOND INDEX ADM | $89,436 | $93,095 |
| SMALL CAP GR INDEX ADM | $42,492 | $138,410 |
| CORE BOND FUND ADMIRAL | $67,372 | $74,671 |
| DEVEL MARKETS INDEX ADMIRAL | $55,023 | $60,678 |
| SMALL CAP VALUE INDEX ADM | $56,784 | $65,353 |
| GROWTH INDEX ADM | $29,896 | $33,792 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TENANCY IN COMMON JEFFERSON HOUSE APTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $364,090 | BookValueAmt |
| EOYFMV | $1,583,092 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROUND RENTS | Desc |
| BOY Book Value | $8,539 | BOYBookValueAmt |
| EOY Book Value | $8,539 | EOYBookValueAmt |
| EOYFMV | $8,539 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $1,303 | $0 | $1,303 |
| BANK FEES | $176 | $176 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $6,280 | Amt |
| Net Investment Income | $6,280 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $98 | $98 | $0 |
| EXCISE TAX | $4,645 | $0 | $0 |