LINEHAN FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LINEHAN FAMILY FOUNDATION INC (EIN 52-1853307)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-14
- IRS object ID
- 201922879349100737
- Schema version
- 2018v3.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-14T17:00:21-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521811121 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN INVESTMENT ADVISORY & TRUST | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521853307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINEHAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINE | BusinessNameControlTxt |
| Phone | 4105375452 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET SUITE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EARL L LINEHAN | PersonNm |
| Person Title | SECTY/TREAS | PersonTitleTxt |
| Phone | 4105375452 | PhoneNum |
| Signature | 2019-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERRY L ADAMS | PreparerPersonNm |
| PTIN | P01776553 | PTIN |
| Phone | 4105375484 | PhoneNum |
| Preparation | 2019-10-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.167.232.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D90EF1424D0269D0001E2B6249C46BFA2D0E0AB7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 902B8B23B92BB122907E748A09A7D2B67187B0C7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,018,536 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $76,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $165,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,218,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $165,889 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $23,189 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,747 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $265,158 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,716 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,361 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,361 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,280 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $778,786 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $778,786 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $788,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $778,786 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$523,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,075 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,786 | CashBOYAmt |
| Cash EOY | $29,200 | CashEOYAmt |
| Cash EOYFMV | $29,200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $152,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $297,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $297,239 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,850,164 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,600,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,615,156 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $247,255 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $247,255 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $239,549 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,653,881 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,249,630 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,837,392 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,911,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,423,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,018,536 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,911,751 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,423,991 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,911,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,423,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,911,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,423,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,911,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$523,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,509 | OtherIncreasesAmt |
| Subtotal | $3,423,991 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,423,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| . BANK OF NEW YORK MELLON CORP | 2018-01-05 | $95 | $95 | $95 | |||
| . BANK OF NEW YORK MELLON CORP | 2018-01-05 | $71 | $71 | $71 | |||
| . PROCEEDS OF LITIGATION FROM AIG | 2018-01-05 | $534 | $534 | $534 | |||
| 7874.016 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST | 2018-01-12 | $90,000 | $2,441 | $2,441 | 2017-11-28 | $87,559 | |
| 455.803 BROWN ADVISORY SM CP FUNDAMENTAL VAL | 2018-01-12 | $13,337 | $6,194 | $6,194 | 2016-12-19 | $7,143 | |
| 398.606 BROWN ADVISORY SM CP FUNDAMENTAL VAL | 2018-01-12 | $11,663 | $271 | $271 | 2017-12-19 | $11,392 | |
| 1295.337 BROWN ADVISORY SMALL CAP GROWTH INV | 2018-01-12 | $25,000 | $2,828 | $2,828 | 2017-12-19 | $22,172 | |
| 756.048 BROWN ADVISORY SMALL CAP GROWTH INV | 2018-05-25 | $15,000 | $2,336 | $2,336 | 2017-02-09 | $12,664 | |
| 1949.318 BA- MACQUARIE ASIA NEW STARS FD CL INST | 2018-06-26 | $20,000 | -$2,164 | -$2,164 | 2018-01-12 | $22,164 | |
| 1982.161 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST | 2018-06-26 | $20,000 | -$2,042 | -$2,042 | 2017-11-28 | $22,042 | |
| 590.551 BA- MACQUARIE ASIA NEW STARS FD CL INST | 2018-06-29 | $6,000 | -$715 | -$715 | 2018-01-12 | $6,715 | |
| 456.46 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST | 2018-06-29 | $4,592 | $27 | $27 | 2012-12-13 | $4,565 | |
| 935.19 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST | 2018-06-29 | $9,408 | -$991 | -$991 | 2017-11-28 | $10,399 | |
| 343.407 BROWN ADVISORY SM CP FUNDAMENTAL VAL | 2018-06-29 | $10,000 | $4,732 | $4,732 | 2011-01-03 | $5,268 | |
| 491.642 BROWN ADVISORY SMALL CAP GROWTH INV | 2018-06-29 | $10,000 | $1,765 | $1,765 | 2017-02-09 | $8,235 | |
| 5322.581 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST | 2018-07-05 | $66,000 | -$2,182 | -$2,182 | 2017-11-28 | $68,182 | |
| 336.474 BROWN ADVISORY SM CP FUNDAMENTAL VAL | 2018-07-05 | $10,000 | $4,838 | $4,838 | 2011-01-03 | $5,162 | |
| 484.966 BROWN ADVISORY SMALL CAP GROWTH INV | 2018-07-05 | $10,000 | $1,877 | $1,877 | 2017-02-09 | $8,123 | |
| 65. ISHARES MSCI EAFE SMALL CAP ETF | 2018-07-05 | $4,032 | $838 | $838 | 2016-07-15 | $3,194 | |
| 16083.307 BA- MACQUARIE ASIA NEW STARS FD CL INST | 2018-07-25 | $160,288 | -$174 | -$174 | 2015-12-21 | $160,462 | |
| 978.161 BA- MACQUARIE ASIA NEW STARS FD CL INST | 2018-07-25 | $9,748 | -$1,374 | -$1,374 | 2018-01-12 | $11,122 | |
| . BANK OF AMERICA LITIGATION PROCEEDS | 2018-08-10 | $69 | $69 | $69 | |||
| 2537.395 GLOBAL LONG EQ MGRS - CLASS 1 TAX-EX | 2018-08-15 | $303,284 | $53,284 | $53,284 | 2015-06-30 | $250,000 | |
| 7557.981 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST | 2018-08-27 | $96,138 | -$680 | -$680 | 2017-11-28 | $96,818 | |
| 6727.733 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST | 2018-08-27 | $85,577 | $18,300 | $18,300 | 2013-10-21 | $67,277 | |
| 97.85993 ARTISAN INTERNATIONAL VALUE ADVISOR | 2018-12-19 | $3,011 | -$642 | -$642 | 2018-08-27 | $3,653 | |
| 80.88607 ARTISAN INTERNATIONAL VALUE ADVISOR | 2018-12-19 | $2,489 | -$530 | -$530 | 2018-08-27 | $3,019 | |
| 399.90179 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST | 2018-12-19 | $3,879 | -$120 | -$120 | 2013-10-21 | $3,999 | |
| 2280.51021 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST | 2018-12-19 | $22,121 | -$684 | -$684 | 2013-10-21 | $22,805 | |
| 3483.146 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST | 2018-12-19 | $31,000 | -$3,831 | -$3,831 | 2012-12-13 | $34,831 | |
| 1088.795 BROWN ADVISORY SMALL CAP GROWTH INV | 2018-12-19 | $18,433 | $196 | $196 | 2017-02-09 | $18,237 | |
| 683.207 BROWN ADVISORY SMALL CAP GROWTH INV | 2018-12-19 | $11,567 | -$130 | -$130 | 2018-12-17 | $11,697 | |
| 2572.899 DFA INTL CORE EQUITY | 2018-12-19 | $30,000 | -$6,149 | -$6,149 | 2018-08-27 | $36,149 | |
| 109.42792 DFA EMERGING MKTS SML CAP INC | 2018-12-19 | $2,024 | -$289 | -$289 | 2018-08-17 | $2,313 | |
| 836.51808 DFA EMERGING MKTS SML CAP INC | 2018-12-19 | $15,476 | -$2,208 | -$2,208 | 2018-08-17 | $17,684 | |
| 100. ISHARES MSCI ALL COUNTRY ASIA EX ETF | 2018-12-19 | $6,368 | -$546 | -$546 | 2018-08-17 | $6,914 | |
| 75. ISHARES MSCI EAFE SMALL CAP ETF | 2018-12-19 | $3,919 | $234 | $234 | 2016-07-15 | $3,685 | |
| 796.84633 T ROWE PRICE EQUITY INCOME FUND SBI | 2018-12-19 | $21,857 | -$3,634 | -$3,634 | 2016-11-11 | $25,491 | |
| 1025.97567 T ROWE PRICE EQUITY INCOME FUND SBI | 2018-12-19 | $28,143 | -$4,678 | -$4,678 | 2016-11-11 | $32,821 | |
| CAPITAL GAIN DIVIDENDS | $92,429 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $165,889 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $937,834 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,940,039 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.189843 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,003,143 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,265,913 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.190497 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $854,440 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,060,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.140988 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,361,285 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,027,920 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.270745 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $685,062 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,497,017 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.152337 | DistributionYr5Rt |
| Total Distribution | 0.94441 | TotalDistributionRt |
| Average Distribution | 0.188882 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,639,324 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $876,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,341 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $878,626 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $778,786 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,318 | OverpaymentAmt |
| Applied To ES Tax | $4,318 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | EARL L LINEHAN | IndividualWithBooksNm |
| Phone | 4104948977 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 FAIRMOUNT AVE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DARIELLE D LINEHAN | ||||||
| 515 FAIRMOUNT AVE | TOWSON | MD | 21286 | PRESIDENT | 1 | $0 |
| EARL L LINEHAN | ||||||
| 515 FAIRMOUNT AVE | TOWSON | MD | 21286 | SECTY/TREAS | 1 | $0 |
| DEBBIE FINNELL | ||||||
| 515 FAIRMOUNT AVE | TOWSON | MD | 21286 | ASST SECRETARY | 1 | $0 |
| JOHN D LINEHAN | ||||||
| 6 BETTY BUSH LANE | BALTIMORE | MD | 21212 | TRUSTEE | 1 | $0 |
| BRENDAN E LINEHAN | ||||||
| 1177 WEST LOOP AVENUE | AUSTIN | TX | 78703 | TRUSTEE | 1 | $0 |
| CHARLES M LINEHAN | ||||||
| 4732 17TH STREET | SAN FRANCISCO | CA | 94117 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,472,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,709,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,709,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,639,324 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,682 | TotalTaxAmt |
| Distributable Before Adj | $227,284 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $227,284 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $227,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $778,786 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $778,786 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $778,786 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $495,770 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,147,544 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $565,973 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $751,062 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $698,262 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,658,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $778,786 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $227,284 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $551,502 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,210,113 | 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 | $495,770 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,714,343 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,147,544 | ExcessFromYear4Amt |
| Excess From Year3 | $565,973 | ExcessFromYear3Amt |
| Excess From Year2 | $751,062 | ExcessFromYear2Amt |
| Excess From Year1 | $698,262 | ExcessFromYear1Amt |
| Excess From Current Year | $551,502 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UMBC FOUNDATION | ||||||||
| 1000 HILLTOP CIRCLE | BALTIMORE | MD | 21250 | NONE | PUBLIC CHARITY | LINEHAN ARTIST SCHOLARS | $31,370 | |
| GUADALUPE CENTER | ||||||||
| 1015 AVENIDA CESAR E CHAVEZ | Kansas City | MO | 64108 | NONE | PUBLIC CHARITY | GENERAL | $17,500 | |
| CALVERT SCHOOL | ||||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,500 | |
| BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 212183898 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| ST MARY'S SEMINARY & UNIVERSITY | ||||||||
| 5400 ROLAND AVENUE | BALTIMORE | MD | 212101994 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 | |
| CASCIA HALL ALUMNI ASSOCIATION | ||||||||
| 2520 S YORKTOWN AVENUE | TULSA | OK | 741142803 | NONE | PUBLIC CHARITY | CLASS OF 1958 SCHOLARSHIP | $250 | |
| ARCHDIOCESE OF BALTIMORE | ||||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 212014421 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | ATTN PATRICK MADDEN |
| CATHOLIC CHARITIES | ||||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 212014421 | NONE | PUBLIC CHARITY | 2017 LEADERSHIP BREAKFAST | $15,000 | |
| KENNEDY KRIEGER INSTITUTE | ||||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| HARARD BUSINESS SCHOOL | ||||||||
| SOLDIERS FIELD | Boston | MA | 02163 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| GILMAN SCHOOL | ||||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| INST OF CHRISTIAN & JEWISH STUDIES | ||||||||
| 956 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | NONE | PUBLIC CHARITY | GENERAL | $11,000 | |
| JUBILEE BALTIMORE INC | ||||||||
| 1228 N CALVERT STREET | BALTIMORE | MD | 212023909 | NONE | PUBLIC CHARITY | GENERAL | $250 | |
| CAVES VALLEY GOLF CLUB FOUNDATION | ||||||||
| 2910 BLENDON RD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC CHARITY | GENERAL | $4,200 | |
| BALTIMORE COUNCIL ON FOREIGN AFFAIR | ||||||||
| 401 E PRATT STREET STE 1611 | BALTIMORE | MD | 212023014 | NONE | PUBLIC CHARITY | ROCHE FUND | $250 | |
| FRIENDS SCHOOL OF BALTIMORE | ||||||||
| 5114 NORTH CHARLES STREET | Baltimore | MD | 21210 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 405 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | PUBLIC CHARITY | GENERAL | $40,000 | |
| BALTIMORE SCHOOL OF ARTS FOUNDATION | ||||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | DIRECTORS CIRCLE | $3,500 | |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| CHILDREN'S SCHOLARSHIP FUND BALT | ||||||||
| 8 W 38TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| MERCY HEALTH SERVICES | ||||||||
| 345 ST PAUL PLACE | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | THE MERCY SOCIETY | $7,500 | |
| HIGH ZERO FOUNDATION INC | ||||||||
| 3618 FALLS ROAD 3RD FLOOR | BALTIMORE | MD | 21211 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| JHU - DEPARTMENT OF PSYCHIATRY | ||||||||
| 201 N CHARLES STREET SUITE 2500 | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | STUDIES AND INTERVENTIONS | $2,500 | |
| PACT | ||||||||
| PO BOX 1247 | Decatur | AL | 35602 | NONE | PUBLIC CHARITY | GENERAL | $200 | |
| CENTER STAGE | ||||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| BALTIMORE COMMUNITY FOUNDATION | ||||||||
| 2 EAST REED STREET 9TH FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| ST IGNATIUS CHURCH | ||||||||
| 740 N CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| SHERIFF'S MEADOW FOUNDATION | ||||||||
| 57 DAVID AVENUE | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,500 | |
| FARM NECK FOUNDATION | ||||||||
| PO BOX 1656 | OAK BLUFFS | MA | 025571656 | NONE | PUBLIC CHARITY | GENERAL | $250 | |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||||
| 420 S CHESTER STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $85,415 | |
| UNITED WAY OF CENTRAL MARYLAND | ||||||||
| 100 SOUTH CHARLES ST 5TH FLOOR | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $50,000 | |
| ALLIANCE FOR CATHOLIC EDUCATION | ||||||||
| 107 CAROLE SANDNER HALL | NOTRE DAME | IN | 46556 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $60,000 | |
| BALTIMORE SQUASH WISE | ||||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | PUBLIC CHARITY | TEAM HOPOKRARKIGASP | $1,000 | |
| GREATER BALTIMORE CULTURAL ALLIANCE | ||||||||
| 1800 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| GREENE STREET FRIENDS SCHOOL | ||||||||
| 5511 GREENE STREET | PHILADELPHIA | PA | 19144 | NONE | PUBLIC CHARITY | GENERAL | $1,855 | |
| ISLAND HOUSING TRUST | ||||||||
| 346 STATE ROAD | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | GENERAL | $38,334 | |
| ST ELIZABETHS SCHOOL | ||||||||
| 801 ARGONNE DRIVE | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| THE ASPEN INSTITUTE | ||||||||
| ONE DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | ASPEN LEAF SOCIETY | $5,000 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||||
| 808 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| BALTIMORE LEADERSHIP SCHOOL YOUNG WOMEN | ||||||||
| 128 W FRANKLIN STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $35,000 | |
| CASCIA HALL PREPARATORY SCHOOL | ||||||||
| 2520 S YORKTOWN AVE | TULSA | OK | 74114 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| FRIENDS OF THE VINEYARD HAVEN P LIBRARY | ||||||||
| 200 MAIN STREET | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | GENERAL | $250 | |
| MARTHA'S VINEYARD CEREBRAL PALSY CAMP | ||||||||
| PO BOX 1357 | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| TEACH FOR AMERICA | ||||||||
| 315 WEST 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| UNIVERSITY OF MARYLAND BALTIMORE | ||||||||
| 620 W LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| WOMEN'S EDUCTIONAL ALLIANCE | ||||||||
| 308 W JOPPA RD | TOWSON | MD | 21204 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| WYPR | ||||||||
| 2216 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| TISBURY SCHOOL | ||||||||
| PO BOX 878 | VINEYARD HVN | MA | 02568 | NONE | PUBLIC CHARITY | EDUCATIONAL | $250 | |
| ARTS EDUCATION IN MD SCHOOLS | ||||||||
| 175 W OSTEND ST STE A3 | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,500 | |
| WALTERS ART MUSEUM | ||||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | ART | $2,500 | |
| COLLEGE BOUND FOUNDATION | ||||||||
| 2457 CARDINAL HILL CT | CINCINNATI | OH | 45230 | NONE | PUBLIC CHARITY | STUDENT FINANCIAL AID | $1,000 | |
| BALTIMORE CURRICULUM PROJECT | ||||||||
| 2707 E FAYETTE STREET | BALTIMORE | MD | 21224 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| EASTER SEALS | ||||||||
| 1420 SPRING STREET | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | HEALTH SUPPORT SERVICES | $250 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | NATURAL RESOURCE | $5,000 | |
| IGNATIAN VOLUNTEER CORPS | ||||||||
| 112 E MADISON STREET SUITE 300 | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | VOLUNTARISM PROMOTION | $25,000 | |
| FAMILY TREE | ||||||||
| 2108 NORTH CHARLES ST | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | HUMAN SERVICE ORGANIZATIONS | $25,000 | |
| ENOCH PRATT FREE LIBRARY | ||||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | LIBRARY SCIENCE | $13,500 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES | ||||||||
| 111 EDGARTOWN ROAD | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | COMMUNITY MENTAL HEALTH | $1,000 | |
| PAUL'S PLACE INC | ||||||||
| 1118 WARD ST | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | FOOD DISTRIBUTION | $6,000 | |
| BALTIMORE CHORAL ARTS SOCIETY INC | ||||||||
| 1316 PARK AVE | BALTIMORE | MD | 21217 | NONE | PUBLIC CHARITY | MUSIC | $1,000 | |
| MARYLAND HUMANITIES COUNCIL | ||||||||
| 108 WEST CENTRE STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | HUMANITIES | $1,000 | |
| AMERICAN VISIONARY ART MUSEUM | ||||||||
| 800 KEY HWY | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | ART MUSEUMS | $2,500 | |
| PACT AN ADOPTION ALLIANCE | ||||||||
| 5155 DOYLE STREET SUITE 1 | EMERYVILLE | CA | 94804 | NONE | PUBLIC CHARITY | ADOPTION | $2,500 | |
| ST GEORGE CATHOLIC CHURCH | ||||||||
| 19199 ST GEORGES CHURCH RD | VALLEY LEE | MD | 20692 | NONE | PUBLIC CHARITY | RELIGIOUS | $6,000 | |
| CATCH A LIFT FUND | ||||||||
| 2066 YORK ROAD SUITE 205A | TIMONIUM | MD | 21093 | NONE | PUBLIC CHARITY | FUND RAISING/DISTRIBUITON | $500 | |
| PARTNERS IN EXCELLENCE | ||||||||
| 32805 154TH AVE | AVON | MN | 56310 | NONE | PUBLIC CHARITY | INTERNATIONAL DEVELOPMENT | $2,500 | |
| CAPE AND ISLANDS UNITED WAY | ||||||||
| PO BOX 367 | CENTERVILLE | MA | 02632 | NONE | PUBLIC CHARITY | FUND RAISING/DISTRIBUTION | $2,500 | |
| UNITED STATES ADAPTIVE GOLF ALLIANCE | ||||||||
| 9200 BLUEBIRD TERRACE | GAITHERSBURG | MD | 20879 | NONE | PUBLIC CHARITY | RECREATION/SPORTS | $2,500 | |
| ARTIS - NAPLES | ||||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| JESUIT REFUGEE SERVICE USA | ||||||||
| 1016 16TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| WASHINGTON COLLEGE | ||||||||
| 300 WASHINGTON AVE | CHESTERTOWN | MD | 21620 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| LOYOLA EARLY LEARNING CENTER | ||||||||
| 801 ST PAUL STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL | $12,500 | |
| ABOVE THE NOISE FOUNDATION | ||||||||
| PO BOX 14 | HARRISON | NY | 10528 | NONE | PUBLIC CHARITY | GENERAL | $10,299 | |
| BALTIMORE TREE TRUST | ||||||||
| 101 N HAVEN STREET | BALTIMORE | MD | 21224 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| BALTlMORE COLLEGIATE SCHOOL FOR BOYS | ||||||||
| 900 WOODBOURNE AVE | BALTIMORE | MD | 21212 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| BOOTS FOR BALTlMORE | ||||||||
| 5603 N CHARLES STREET | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITY | GENERAL | $500 | C/O CHURCH OF THE REDEEMER |
| FRIENDS OF CLIFTON MANSION | ||||||||
| 901 S BOND ST STE 400 | BALTIMORE | MD | 21231 | NONE | PRIVATE FOUNDATION | GENERAL | $5,000 | |
| FRIENDS OF MVY RADIO | ||||||||
| PO BOX 1148 | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | GENERAL | $250 | |
| INNOVATION WORKS INC | ||||||||
| 1400 GREENMOUNT AVENUE | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| LITERACY & LEADERSHIP EMPOWERMENT IN | ||||||||
| 7030 BELLONA AVE | BALTIMORE | MD | 21212 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| PROVINCE MOTHER OF GOOD COUNSEL | ||||||||
| 31 PENNSWOOD ROAD | BRYN MAWR | PA | 19010 | NONE | PUBLIC CHARITY | GENERAL | $600 | |
| SISTERS OF ST FRANCIS OF ASSISI | ||||||||
| 3615 HARFORD ROAD | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| SISTERS OF THE HOLY CROSS INC | ||||||||
| 108 E WEST ST | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | GENERAL | $9,513 | |
| STEPHEN R BOGUSKY III SCHOLARSHIP | ||||||||
| 5114 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | FRIENDS SCHOOL |
| TALBOT HUMANE SOCIETY | ||||||||
| 7894 OCEAN GATEWAY | EASTON | MD | 21601 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| THE NATIONAL MENTORING PSHIP | ||||||||
| 1680 DUKE ST 200 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | GENERAL | $1,500 | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 7030 S YALE AVE 600 | TULSA | OK | 74136 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| BALTIMORE NEXT GENERATION INVESTING EVEN | ||||||||
| 35 WARRENTON ROAD | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| GREATER RUXTON AREA FOUNDATION | ||||||||
| PO BOX 204 | RIDERWOOD | MD | 21139 | NONE | PUBLIC CHARITY | GENERAL | $500 | |
| PLAYERS PHILANTHROPY FUND INC | ||||||||
| 1122 KENILWOTH DRIVE STE 502 | TOWSON | MD | 21204 | NONE | PUBLIC CHARITY | THE REDDY FINNEY STORY | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $778,786 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $165,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL TAX REFUND | 14 | $4,669 |
| STATE TAX REFUND | 14 | $16,773 |
| PASSTHRU OTHER INC | 14 | $1,747 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $265,158 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,158 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF CLIFTON MANSION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 S BOND ST STE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-08-16 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT RESTORATION OF CLIFTON MANSION AND ESTABLISHMENT THERE OF EXHIBITS AND/OR A MUSEUM OF PHILANTHROPY. | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 8/31/2018 | DatesOfReportsByGranteeTxt |
| Verification | 2018-08-31 | VerificationDt |
| Results Of Verification | GRANT PURPOSES FULFILLED WITHOUT ANY DIVERSIONS BY THE GRANTEE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $247,255 | EOYBookValueAmt |
| EOYFMV | $239,549 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,600,667 | EOYBookValueAmt |
| EOYFMV | $1,615,156 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,249,630 | BookValueAmt |
| EOYFMV | $1,837,392 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $4,669 | $0 |
| STATE TAX REFUND | $16,773 | $0 |
| BROWN VENTURE INVSTRS SERIES 2000 ACCEL | $1,722 | $1,722 |
| WOODBROOK MB LIMITED PARTNERSHIP | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LOSSES NOT ON BOOKS | $34,509 |
| REVERSAL OF PRIOR YEAR GRANT | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES-PRIN | $5,378 | $5,378 |
| FROM PARTNERSHIP/S-CORP | $983 | $983 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $3,011 | $3,011 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $269 | $269 | $0 |