JAMES S AND GAIL P RIEPE CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: JAMES S AND GAIL P RIEPE CHARITABLE FOUNDATION (EIN 52-6287385)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-15
IRS object ID: 201843199349100134
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-15T08:29:16-06:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521003788	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KATZ ABOSCH	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	9690 DEERECO RD STE 500	AddressLine1Txt
City	TIMONIUM	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21093	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	526287385	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES S & GAIL P RIEPE CHAR FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RIEP	BusinessNameControlTxt
Phone	4103293925	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 99	AddressLine1Txt
City	BUTLER	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21023	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES RIEPE	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	4103293925	PhoneNum
Signature	2018-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES F EATON CPAPFS MBA	PreparerPersonNm
PTIN	P00966704	PTIN
Phone	4108286432	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	50.76.31.89	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-13	IPDt
IP Tm	16:27:00	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	6E2689FA333991A0753188FDB0C7E37C77725080	AtSubmissionCreationDeviceId
At Submission Filing Device Id	9B76324522EF6D076A41F6DD1B1A9C62DFAF48AD	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	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	$38,201,798	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$3,397,850	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$821,943	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$821,943	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$6,445	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,815,188	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$6,445	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$4,226,238	TotalRevAndExpnssAmt
Total Net Invst Incm	$828,388	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	$16,080	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,840	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$9,240	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$89,727	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$89,727	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$248	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$248	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$106,055	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$96,815	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$9,240	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,176,582	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,176,582	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,282,637	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$96,815	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,185,822	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$943,601	ExcessRevenueOverExpensesAmt
Net Investment Income	$731,573	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$313,584	CashBOYAmt
Cash EOY	$22,588	CashEOYAmt
Cash EOYFMV	$22,588	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$3,353,939	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,449,080	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,449,080	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$8,341,263	CorporateStockBOYAmt
Corporate Stock EOY	$10,370,460	CorporateStockEOYAmt
Corporate Stock EOYFMV	$20,226,638	CorporateStockEOYFMVAmt
Other Investments BOY	$12,414,726	OtherInvestmentsBOYAmt
Other Investments EOY	$12,613,154	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$14,503,492	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$24,423,512	TotalAssetsBOYAmt
Total Assets EOY	$26,455,282	TotalAssetsEOYAmt
Total Assets EOYFMV	$38,201,798	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
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	$24,423,512	RetainedEarningBOYAmt
Retained Earning EOY	$26,455,282	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$24,423,512	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$26,455,282	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$24,423,512	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$26,455,282	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$24,423,512	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$943,601	ExcessRevenueOverExpensesAmt
Other Increases	$1,088,169	OtherIncreasesAmt
Subtotal	$26,455,282	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$26,455,282	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAPITAL GROUP	P	$313,202	$333,675	-$20,473	-$20,473
CAPITAL GROUP	P	$1,466,649	$1,475,068	-$8,419	-$8,419
CAPITAL GAINS DIVIDENDS	P	$35,337		$35,337	$35,337

Field	Value	IRS element (for citing)
Capital Gain Net Income	$6,445	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,448,804	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$28,154,005	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.051460	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,764,213	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$26,171,447	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.067410	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,177,310	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$26,365,928	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.044653	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,242,014	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$22,806,522	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.054459	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,188,515	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$19,552,731	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.060785	DistributionYr5Rt
Total Distribution	0.278767	TotalDistributionRt
Average Distribution	0.055753	AverageDistributionRt
Net Vl Noncharitable Assets	$31,989,743	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,783,524	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$7,316	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,790,840	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$3,185,822	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	$7,316	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$7,316	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$7,316	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$20,000	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$55,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$75,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$67,684	OverpaymentAmt
Applied To ES Tax	$67,684	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	GAIL P RIEPE	IndividualWithBooksNm
Phone	4103293925	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1330 WESTERN RUN RD	AddressLine1Txt
City	COCKEYSVILLE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21030	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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES S RIEPE
ONE ISLE RIDGE	JUPITER ISLAND	FL	33455	TRUSTEE	1.00	$0	$0	$0
GAIL P RIEPE
1330 WESTERN RUN RD	COCKEYSVILLE	MD	21030	TRUSTEE	1.00	$0	$0	$0
CHRISTINA N RIEPE
PO BOX 3225	PARK CITY	UT	84060	VICE PRESIDENT	1.00	$0	$0	$0
JAMES S RIEPE JR
5037 MILLWOOD LANE NW	WASHINGTON	DC	20016	VICE PRESIDENT	1.00	$0	$0	$0
ALLISON B RIEPE
5037 MILLWOOD LANE NW	WASHINGTON	DC	20016	VICE PRESIDENT	1.00	$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

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	$28,840,789	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,636,107	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$32,476,896	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$32,476,896	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$487,153	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$31,989,743	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,599,487	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,599,487	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,316	TaxBasedOnInvestmentIncomeAmt
Total Tax	$7,316	TotalTaxAmt
Distributable Before Adj	$1,592,171	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,592,171	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,592,171	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,185,822	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,185,822	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$7,316	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$3,178,506	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,592,171	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$223,332	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$109,634	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$15,224	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$564,017	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$55,992	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$968,199	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,185,822	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,592,171	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,593,651	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,561,850	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	$223,332	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,338,518	ExcessDistriCyovToNextYrAmt
Excess From Year4	$109,634	ExcessFromYear4Amt
Excess From Year3	$15,224	ExcessFromYear3Amt
Excess From Year2	$564,017	ExcessFromYear2Amt
Excess From Year1	$55,992	ExcessFromYear1Amt
Excess From Current Year	$1,593,651	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JAMES S RIEPE	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Address Line1RecipientForeignAddress/AddressLine1Txt	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
1000 FRIENDS OF FLORIDA
308 N MONROE ST	TALLAHASSEE	FL	32301	NONE	501(C)(3)	GENERAL PURPOSE	$3,000
ASSOCIATION OF BALTIMORE AREA GRANT MAKERS
2 EAST READ STREET 2ND FLOOR	BALTIMORE	MD	21202	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
B & O RAILROAD MUSEUM
901 WEST PRATT STREET	BALTIMORE	MD	21223	NONE	501(C)(3)	RESTORATION OF THE B&O #51	$2,500
BALTIMORE COMMUNITY FOUNDATION
2 EAST READ STREET	BALTIMORE	MD	21202	NONE	501(C)(3)	INVEST IN BALTIMORE FUND	$279,645
BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST
808 NORTH CHARLES STREET	BALTIMORE	MD	21201	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRIVE	BALTIMORE	MD	21218	NONE	501(C)(3)	ANNUAL FUND	$521,410
BALTIMORE SCHOOL FOR THE ARTS
712 CATHEDRAL STREET	BALTIMORE	MD	21201	NONE	501(C)(3)	GENERAL PURPOSE	$6,000
BALTIMORE SQUASHWISE
3600 CLIPPER MILL ROAD	BALTIMORE	MD	21211	NONE	501(C)(3)	GENERAL PURPOSE	$2,000
BALTIMORE STATION
140 W WEST STREET	BALTIMORE	MD	21230	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
BOOTS FOR BALTIMORE
5603 NORTH CHARLES STREET	BALTIMORE	MD	21210	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
BOYS AND GIRLS CLUBS OF MARTIN COUNTY
PO BOX 910 11500 SE LARES AVENUE	HOBE SOUND	FL	33475	NONE	501(C)(3)	GENERAL PURPOSE	$103,220
CAVES VALLEY GOLF CLUB FOUNDATION INC
2910 BLENDON ROAD	OWINGS MILLS	MD	21117	NONE	501(C)(3)	GENERAL PURPOSE	$5,000
CENTER STAGE
700 NORTH CALVERT STREET	BALTIMORE	MD	21202	NONE	501(C)(3)	GENERAL PURPOSE	$1,000
CHESAPEAKE BAY FOUNDATION
PHILIP MERRILL ENVIROMENTAL CENTER	ANNAPOLIS	MD	21403	NONE	501(C)(3)	GENERAL PURPOSE	$7,500	6 HERNDON AVE
COLBY COLLEGE
4345 MAYFLOWER HILL	WATERVILLE	ME	04901	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
CRISTO REY JESUIT HIGH SCHOOL
420 SOUTH CHESTER STREET	BALTIMORE	MD	21231	NONE	501(C)(3)	SCHOLARSHIP PROGRAM	$32,916
DC PREP
707 EDGEWOOD STREET	WASHINGTON	DC	20017	NONE	501(C)(3)	GENERAL PURPOSE	$6,500
DEER VALLEY MUSIC FESTIVAL
123 WEST SOUTH TEMPLE	SALT LAKE CITY	UT	84101	NONE	501(C)(3)	2017 DEER VALLEY MUSIC FESTIVAL	$5,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOOR	NEW YORK	NY	10001	NONE	501(C)(3)	GENERAL PURPOSE	$10,000
EVERGLADES FOUNDATION
18001 OLD CUTLER ROAD SUITE 625	PALMETTO BAY	FL	33157	NONE	501(C)(3)	RESTORATION AND PRESERVATION EFFORTS	$7,500
FAMILY TREE INC
2108 NORTH CHARLES STREET	BALTIMORE	MD	21218	NONE	501(C)(3)	GENERAL PURPOSE	$1,000
FRIENDS OF SELLERS HALL
9 PILGRIM LANE	DREXEL HILL	PA	19026	NONE	501(C)(3)	GENERAL PURPOSE	$100,000
FUEL FUND OF MARYLAND
1500 UNION AVENUE SUITE 2400	BALTIMORE	MD	21204	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
FUND FOR EDUCATIONAL EXCELLENCE
800 NORTH CHARLES STREET SUITE 400	BALTIMORE	MD	21201	NONE	501(C)(3)	GENERAL PURPOSE	$5,000
GARRISON FOREST SCHOOL
300 GARRISON FOREST ROAD	OWINGS MILLS	MD	21117	NONE	501(C)(3)	GENERAL PURPOSE	$15,000
GILMAN SCHOOL
5407 ROLAND AVENUE	BALTIMORE	MD	21210	NONE	501(C)(3)	GENERAL PURPOSE	$379,760
GUARDIANS OF MARTIN COUNTY INC
PO BOX 1489	HOBE SOUND	FL	33475	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
HABITAT FOR HUMANITY OF THE CHESAPEAKE
3741 COMMERCE DRIVE SUITE 309	BALTIMORE	MD	21227	NONE	501(C)(3)	GENERAL PURPOSE	$10,000
HIS HIGHNESS MAHARAJA HANWANT SINGHJI CHARITABLE TRUST
				NONE	501(C)(3)	GENERAL PURPOSE	$20,000		UMAID BHAWAN PALACE	JODHPUR	IN	342 066
HOBE SOUND COMMUNITY CHEST
PO BOX 511	HOBE SOUND	FL	33475	NONE	501(C)(3)	GENERAL PURPOSE	$10,000
HOBE SOUND EARLY LEARNING CENTER
11580 SE GOMEZ AVE	HOBE SOUND	FL	33455	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
HOBE SOUND NATURE CENTER
PO BOX 214	HOBE SOUND	FL	33475	NONE	501(C)(3)	GENERAL PURPOSE	$500
HOPEWELL CANCER SUPPORT
PO BOX 755	BROOKLANDVILLE	MD	21022	NONE	501(C)(3)	FIREFLY GARDEN	$250
HOUSE OF RUTH
2201 ARGONNE DRIVE	BALTIMORE	MD	21218	NONE	501(C)(3)	GENERAL PURPOSE	$5,000
IRVINE NATURE CENTER
11201 GARRISON FOREST ROAD	OWINGS MILLS	MD	21117	NONE	501(C)(3)	ANNUAL AND CAPITAL GRANTS	$30,281
JUBILEE BALTIMORE INC
1228 NORTH CALVERT STREET	BALTIMORE	MD	21202	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
JUPITER MEDICAL CENTER FOUNDATION
1210 SOUTH OLD DIXIE HIGHWAY	JUPITER	FL	33458	NONE	501(C)(3)	GENERAL PURPOSE	$10,000
KIEVE-WAVUS EDUCATION INC
PO BOX 169	NOBLEBORO	ME	04555	NONE	501(C)(3)	ANNUAL FUND	$5,000
KIPP BALTIMORE
4701 GREENSPRING AVENUE	BALTIMORE	MD	21209	NONE	501(C)(3)	GENERAL PURPOSE	$7,500
LADEW TOPIARY GARDENS
3535 JARRETTSVILLE PIKE	MONKTON	MD	21111	NONE	501(C)(3)	ANNUAL CAMPAIGN AND GENERAL PURPOSE	$2,500
LIVING CLASSROOMS FOUNDATION
802 S CAROLINE STREET	BALTIMORE	MD	21231	NONE	501(C)(3)	GENERAL PURPOSE	$4,000
LOAVES AND FISHES OF HOBE SOUND INC
9307 SE OLYMPUS ST	HOBE SOUND	FL	33455	NONE	501(C)(3)	GENERAL PURPOSE	$1,000
MARYLAND AGRICULTURAL RESOURCE CENTER
1114 SHAWAN ROAD	COCKEYSVILLE	MD	21030	NONE	501(C)(3)	GENERAL PURPOSE	$1,000
MARYLAND ENVIRONMENTAL TRUST
580 TAYLOR AVENUE	ANNAPOLIS	MD	21401	NONE	501(C)(3)	GENERAL PURPOSE	$1,000
MARYLAND FOOD BANK
2200 HALETHORPE FARMS ROAD	BALTIMORE	MD	21227	NONE	501(C)(3)	GENERAL PURPOSE	$10,000
MARYLAND SPCA
3300 FALLS ROAD	BALTIMORE	MD	21211	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
MARYLAND ZOO IN BALTIMORE
1876 MANSION HOUSE DRIVE	BALTIMORE	MD	21217	NONE	501(C)(3)	GENERAL PURPOSE	$5,000
MEALS ON WHEELS OF CENTRAL MARYLAND
515 SOUTH HAVEN STREET	BALTIMORE	MD	21224	NONE	501(C)(3)	GENERAL PURPOSE	$5,000
MELANOMA RESEARCH
1101 NEW YORK AVE NW 620	WASHINGTON	DC	20005	NONE	501(C)(3)	GENERAL PURPOSE	$1,000
MPT FOUNDATION
11767 OWINGS MILLS BLVD	OWINGS MILLS	MD	21117	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
NATIONAL CATHEDRAL SCHOOL
3612 WOODLEY ROAD	WASHINGTON	DC	20016	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
NATURE CONSERVENCY
4245 N FAIRFAX DR STE 100	ARLINGTON	VA	22203	NONE	501(C)(3)	GENERAL PURPOSE	$10,000
NUZZLES PET RESCUE AND ADOPTION
6699 N LANDMARK DR SUITE B-103C	PARK CITY	UT	84098	NONE	501(C)(3)	GENERAL PURPOSE	$500
OPEN SOCIETY INSTITUTE-BALTIMORE
201 NORTH CHARLES STREET SUITE 1300	BALTIMORE	MD	21201	NONE	501(C)(3)	GENERAL PURPOSE	$83,840
PARKS & PEOPLE FOUNDATION
800 WYMAN PARK DRIVE SUITE 010	BALTIMORE	MD	21211	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
PAUL'S PLACE OUTREACH CENTER
1118 WARD STREET	BALTIMORE	MD	21230	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
PEOPLE'S HEALTH CLINC
PO BOX 681558	PARK CITY	UT	84068	NONE	501(C)(3)	GENERAL PURPOSE	$3,000
PLANNED PARENTHOOD OF MARYLAND
330 N HOWARD STREET	BALTIMORE	MD	21201	NONE	501(C)(3)	GENERAL PURPOSE	$3,000
PRINCETON DAY SCHOOL
650 GREAT ROAD	PRINCETON	NJ	08540	NONE	501(C)(3)	GENERAL PURPOSE	$1,000
PROJECT PLASE
3549-3601 OLD FREDERICK RD	BALTIMORE	MD	21229	NONE	501(C)(3)	GENERAL PURPOSE	$1,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREET	SANTA MONICA	CA	90401	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
RECYCLE UTAH
1951 WOODBINE WAY PO BOX 682998	PARK CITY	UT	84068	NONE	501(C)(3)	GENERAL PURPOSE	$1,000
ST IGNATIUS LOYOLA ACADEMY
740 N CALVERT STREET	BALTIMORE	MD	21202	NONE	501(C)(3)	SCHOLORSHIPS	$15,000
ST PATRICK'S EPISCOPAL DAY SCHOOL
4700 WHITEHAVEN PARKWAY NW	WASHINGTON	DC	20007	NONE	501(C)(3)	ANNUAL FUND & FUND A SCHOLAR	$22,500
ST VINCENT DE PAUL
2305 NORTH CHARLES STREET SUITE 300	BALTIMORE	MD	21218	NONE	501(C)(3)	CAMP ST. VINCENT	$7,500
SUMMIT LAND CONSERVANCY
1650 PARK AVENUE 200	PARK CITY	UT	84060	NONE	501(C)(3)	GENERAL PURPOSE	$50,000
THE WALTERS ART MUSEUM
600 N CHARLES STREET	BALTIMORE	MD	21201	NONE	501(C)(3)	GENERAL PURPOSE	$1,000
THREAD
PO BOX 1584	BALTIMORE	MD	21203	NONE	501(C)(3)	GENERAL PURPOSE	$10,000
US SKI AND SNOWBOARD FOUNDATION
1 VICTORY LANE BOX 100	PARK CITY	UT	84060	NONE	501(C)(3)	GENERAL PURPOSE	$89,270
UNITED WAY OF CENTRAL MARYLAND
100 SOUTH CHARLES STREET 5TH FLOOR	BALTIMORE	MD	21203	NONE	501(C)(3)	ANNUAL CONTRIBUTION	$127,380
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STEET 433 FRANKLIN	PHILADELPHIA	PA	191046205	NONE	501(C)(3)	SCHOLARSHIPS, ANNUAL FUND, AND OTHER	$1,070,110	BUILDING
VALLEYS PLANNING COUNCIL
118 W PENNSYLVANIA AVENUE	TOWSON	MD	21204	NONE	501(C)(3)	GENERAL PURPOSE	$10,000
VENTURA COUNTY COMMUNITY FOUNDATION
4001 MISSION OAKS BLVD SUITE A	CAMARILLO	CA	93012	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
WOMEN'S HOUSING COALITION
119 EAST 25TH STREET	BALTIMORE	MD	21218	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
WYPR
2216 NORTH CHARLES STREET	BALTIMORE	MD	21218	NONE	501(C)(3)	GENERAL PURPOSE	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,176,582	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	$821,943	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$6,445	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$828,388	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$828,388	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
JAMES S REIPE
1	ONE ISLE RIDGE	JUPITER ISLAND	FL	33455	$1,663,200	Yes (X)
GAIL P REIPE
2	1330 WESTERN RUN ROAD	COCKEYSVILLE	MD	21030	$166,310	Yes (X)
JAMES S REIPE
3	ONE ISLE RIDGE	JUPITER ISLAND	FL	33455	$1,562,700	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	20,000 SHARES T ROWE PRICE	$1,663,200	2017-08-11
2	2,000 SHARES T ROWE PRICE	$166,310	2017-08-22
3	15,000 SHARES T ROWE PRICE	$1,562,700	2017-12-18

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING	$5,640	$4,230	$1,410
BOOKKEEPING	$10,440	$2,610	$7,830

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
181,500 SHS T. ROWE PRICE	$9,698,516	$19,044,795
11,316 SHS TEXAS INSTRUMENTS	$671,944	$1,181,843

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
CAPITAL GROUP - EQUITY	AT COST	$8,640,909	$10,571,735
CAPITAL GROUP - MUTUAL FUNDS	AT COST	$3,972,245	$3,931,757

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK FEES	Desc
Revenue And Expenses Per Books	$248	RevenueAndExpensesPerBooksAmt
Net Investment Income	$248	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	FMV IN EXCESS OF BASIS FOR CONTRIBUTED STOCK	Desc
Amt	$1,088,169	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$89,727	Amt
Net Investment Income	$89,727	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt