LEARNING PATHWAYS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING PATHWAYS FOUNDATION INC (EIN 52-1601909)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-06
- IRS object ID
- 202022199349101102
- Schema version
- 2019v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-06T08:53:16-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522317286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD M HOFFMAN CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 DULANEY VALLEY RD STE 610 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212042685 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521601909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEARNING PATHWAYS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
| Phone | 4103447110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6097 | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HOFFMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4103447110 | PhoneNum |
| Signature | 2020-08-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD HOFFMAN CPA | PreparerPersonNm |
| PTIN | P00290482 | PTIN |
| Phone | 4103447110 | PhoneNum |
| Preparation | 2020-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $11,749,301 | 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 |
| Interest On Sav Rev And Expnss | $278,438 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $278,438 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,353,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $517,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $517,467 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $57,519 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $57,519 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $57,519 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,100 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,381 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,381 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $352,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $352,105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $352,105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $426,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $415,724 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $420,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $707,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $415,724 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $701,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$189,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,743 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $265,267 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,477 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,477 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,079 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,979 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,979 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,215,098 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,968,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,974,774 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,726,017 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,887,417 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,472,791 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $126,138 | OtherAssetsBOYAmt |
| Other Assets EOY | $107,280 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $107,280 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,347,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,157,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,749,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,347,599 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,157,961 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,347,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,157,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,347,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,157,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,347,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$189,638 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,157,961 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,157,961 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AXA 7864 | P | 2018-01-01 | 2019-07-01 | $485,948 | $485,125 | $823 | $823 |
| AXA 0050 | P | 2018-01-01 | 2019-07-01 | $160,222 | $152,564 | $7,658 | $7,658 |
| AXA 8942 | P | 2018-01-01 | 2019-07-01 | $789,625 | $763,327 | $26,298 | $26,298 |
| AXA 6885 | P | 2018-01-01 | 2019-07-01 | $439,282 | $419,797 | $19,485 | $19,485 |
| AXA 8592 | P | 2018-01-01 | 2019-07-01 | $957,800 | $947,066 | $10,734 | $10,734 |
| AXA 9337 | P | 2018-01-01 | 2019-07-01 | $77,703 | $82,923 | -$5,220 | -$5,220 |
| AXA 3034 | P | 2018-01-01 | 2019-07-01 | $336,050 | $288,194 | $47,856 | $47,856 |
| CHILD GROWTH | P | 2014-09-24 | 2019-12-31 | $107,281 | $142,968 | -$35,687 | -$35,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,947 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $575,220 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,067,558 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051974 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $125,408 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,156,305 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020371 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $314,447 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,884,983 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064370 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $299,385 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,889,828 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061226 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,469 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,817,652 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055274 | DistributionYr5Rt |
| Total Distribution | 0.253215 | TotalDistributionRt |
| Average Distribution | 0.050643 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,215,726 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $567,998 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,017 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $569,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $701,005 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,017 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,017 | SubtotalAmt |
| Tax Based On Investment Income | $1,017 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,979 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,979 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,962 | OverpaymentAmt |
| Applied To ES Tax | $7,962 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION & TRUST SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103447110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 DULANEY VALLEY RD | AddressLine1Txt |
| Address Line2 | SUITE 610 | AddressLine2Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HOFFMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 DULANEY VALLEY RD SUITE 610 | AddressLine1Txt |
| Address Line2 | 901 DULANEY VALLEY RD SUITE 610 | AddressLine2Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Business Name Line2BusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|---|
| FOUNDATION & TRUST SERVICES LLC | |||||||
| FOUNDATION & TRUST SERVICES LLC | PO BOX 6097 | PO BOX 6097 | LUTHERVILLE | MD | 21093 | TRUST MANAGEMEN | $208,461 |
| RICHARD HOFFMAN CPA LLC | |||||||
| RICHARD HOFFMAN CPA LLC | 901 DULANEY VALLEY RD STE 610 | 901 DULANEY VALLEY RD STE 610 | TOWSON | MD | 21204 | ACCOUNTING | $57,519 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,167,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $120,594 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,386,524 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,386,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,215,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $560,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $560,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,017 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,017 | TotalTaxAmt |
| Distributable Before Adj | $559,769 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $559,769 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $559,769 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $701,005 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $701,005 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,017 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $699,988 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $559,769 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $5,776 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,776 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $701,005 | QualifyingDistributionsAmt |
| Applied To Current Year | $559,769 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,236 | RemainingDistriFromCorpusAmt |
| Total Corpus | $147,012 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $147,012 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,776 | ExcessFromYear1Amt |
| Excess From Current Year | $141,236 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW YORK UNIVERSITY | |||||||
| 44 W 4TH ST | NEW YORK | NY | 10012 | NONE | 501(C)(3) | RESTRICTED | $250,000 |
| UNIVERSITY OF MARYLAND MEDICAL SCHO | |||||||
| 31 S GREEN ST | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | RESTRICTED | $30,000 |
| TOUSON UNIVERSITY FOUNDATION | |||||||
| 8000 YORK RD | TOWSON | MD | 21252 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $278,438 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $167,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $107,634 | ExclusionAmt |
| Related Or Exempt Function Incm | -$35,687 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $553,154 | ExclusionAmt |
| Related Or Exempt Function Incm | -$35,687 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $517,467 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $57,519 | Amt |
| Net Investment Income | $57,519 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,519 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | AXA ADVISORS | BondNm |
| EOY Book Value | $4,887,417 | EOYBookValueAmt |
| EOYFMV | $4,472,791 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AXA ADVISORS | StockNm |
| EOY Book Value | $5,968,808 | EOYBookValueAmt |
| EOYFMV | $6,974,774 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CGD - STOCK | Desc |
| BOY Book Value | $126,138 | BOYBookValueAmt |
| EOY Book Value | $107,280 | EOYBookValueAmt |
| EOYFMV | $107,280 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT EXPENSES | $143,609 | $143,609 | $143,609 |
| TRUSTEE FEES | $208,461 | $208,461 | $208,461 |
| BANK CHARGES | $35 | $35 | $35 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE | CategoryTxt |
| Amt | $6,100 | Amt |
| Net Investment Income | $6,100 | NetInvestmentIncomeAmt |