LEARNING PATHWAYS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING PATHWAYS FOUNDATION INC (EIN 52-1601909)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-15
- IRS object ID
- 201911969349100501
- Schema version
- 2018v3.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-15T07:41:07-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD HOFFMAN CPA | PreparerPersonNm |
| PTIN | P00290482 | PTIN |
| Phone | 4103447110 | PhoneNum |
| Preparation | 2019-07-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.250.29.183 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-15 | IPDt |
| IP Tm | 07:41:07 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E882A1AFEDEB5536BC7BE830C458892478372B2F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E882A1AFEDEB5536BC7BE830C458892478372B2F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,448,633 | 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 | $275,174 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $275,174 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $134,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,136,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $457,716 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $457,716 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $58,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $58,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $58,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,421 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,421 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,555 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,555 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $419,232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $419,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $276,590 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $500,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $488,228 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $347,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $227,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $227,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $728,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $488,228 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $575,220 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$270,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $790,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $265,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $265,268 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,079 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,079 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,100,254 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,215,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,844,500 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,599,759 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,726,017 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,197,648 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $126,138 | OtherAssetsBOYAmt |
| Other Assets EOY | $126,138 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $126,138 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,618,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,347,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,448,633 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,618,166 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,347,599 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,618,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,347,599 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,618,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,347,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,618,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$270,567 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,347,599 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,347,599 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-01-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $2,136,579 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,088,554 | CostOrOtherBasisAmt |
| Gain Or Loss | $48,025 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $48,025 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,025 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $48,025 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,408 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,156,305 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $314,447 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,884,983 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064370 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $299,385 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,889,828 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061226 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,469 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,817,652 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055274 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,590 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,498,142 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054461 | DistributionYr5Rt |
| Total Distribution | 0.255702 | TotalDistributionRt |
| Average Distribution | 0.051140 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,067,558 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $565,995 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $565,995 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $575,220 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $15,079 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,079 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,079 | OverpaymentAmt |
| Applied To ES Tax | $15,079 | 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 |
| 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 | $227,500 |
| RICHARD HOFFMAN CPA LLC | |||||||
| RICHARD HOFFMAN CPA LLC | 901 DULANEY VALLEY RD STE 610 | 901 DULANEY VALLEY RD STE 610 | TOWSON | MD | 21204 | ACCOUNTING | $58,575 |
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 | $10,596,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $498,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $141,217 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,236,100 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,236,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,067,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $553,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $553,378 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $553,378 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $553,378 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $553,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $575,220 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $575,220 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $575,220 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $553,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,066 | UndistributedIncomePYAmt |
| Qualifying Distributions | $575,220 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,066 | AppliedToYear1Amt |
| Applied To Current Year | $553,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,776 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,776 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,776 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 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 | $200,000 |
| UNIVERSITY OF MARYLAND MEDICAL SCHO | |||||||
| 31 S GREEN ST | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | RESTRICTED | $25,000 |
| TOUSON UNIVERSITY FOUNDATION | |||||||
| 8000 YORK RD | TOWSON | MD | 21252 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| NY ROAD RUNNERS TEAM FOR KIDS | |||||||
| 156 W 56TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $227,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $275,174 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $134,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $457,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $457,716 | 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 | $58,575 | Amt |
| Net Investment Income | $58,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $58,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | AXA ADVISORS | BondNm |
| EOY Book Value | $4,726,017 | EOYBookValueAmt |
| EOYFMV | $4,197,648 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AXA ADVISORS | StockNm |
| EOY Book Value | $6,215,098 | EOYBookValueAmt |
| EOYFMV | $5,844,500 | 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 | $126,138 | EOYBookValueAmt |
| EOYFMV | $126,138 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT EXPENSES | $142,642 | $142,642 | |
| TRUSTEE FEES | $276,590 | $276,590 | $276,590 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE | CategoryTxt |
| Amt | $10,421 | Amt |
| Net Investment Income | $10,421 | NetInvestmentIncomeAmt |