WINIFRED M GORDON FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WINIFRED M GORDON FOUNDATION INC (EIN 31-1503956)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201733149349101128
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T15:39:23-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621047356 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER DONELSON ET AL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1795 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212031795 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311503956 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINIFRED M GORDON FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | ANNE DIERDORFF THOMAS PRESIDENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINI | BusinessNameControlTxt |
| Phone | 4103477690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 CLAUDE STREET | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS A DIERDORFF III SECTREAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4103477690 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDSAY RD DANDREA | PreparerPersonNm |
| PTIN | P01605670 | PTIN |
| Phone | 4103477377 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.124.154.65 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 13:52:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D8759D27E76F9A747CF2D5F4B08A119436126395 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D8759D27E76F9A747CF2D5F4B08A119436126395 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,051,115 | 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 | $1,200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $315,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,500 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $185,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,738 | 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 |
| Legal Fees Rev And Expnss | $4,166 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,166 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,307 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,307 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,307 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,166 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,307 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,431 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,456 | CashBOYAmt |
| Cash EOY | $207,525 | CashEOYAmt |
| Cash EOYFMV | $99,304 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOYFMV | $108,221 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,175,500 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,112,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,843,590 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,244,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,319,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,051,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,192,995 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,192,995 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $51,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $126,606 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,244,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,319,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,244,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,319,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,244,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,319,601 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,319,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 900 SHS KELLOGG COMPANY | 2007-07-26 | 2016-02-11 | $65,981 | $34,628 | $31,353 | $31,353 | |
| 370 SHS CHEVRON CORP | 2000-02-15 | 2016-11-30 | $41,610 | $12,212 | $29,398 | $29,398 | |
| 600 SHS EMERON ELECTRIC CO | 2008-08-22 | 2016-03-29 | $32,417 | $30,142 | $2,275 | $2,275 | |
| 500 SHS MICROSOFT CORP | 2003-10-02 | 2016-03-29 | $26,895 | $14,475 | $12,420 | $12,420 | |
| 300 SHS STRYKER CORP | 2008-02-07 | 2016-02-29 | $31,620 | $20,601 | $11,019 | $11,019 | |
| 600 SHS UNITED PARCEL SERVICE | 2006-09-06 | 2016-06-16 | $62,297 | $44,980 | $17,317 | $17,317 | |
| 300 SHS UNITEDHEALTH GROUP INC | 2007-07-26 | 2016-03-29 | $38,623 | $15,336 | $23,287 | $23,287 | |
| CAPITAL GAINS DIVIDENDS | $16,431 | $16,431 | $16,431 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,500 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,909,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050059 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,090 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,917,898 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,039 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,724,403 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,567 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,560,597 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051626 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,056 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,509,096 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057025 | DistributionYr5Rt |
| Total Distribution | 0.259808 | TotalDistributionRt |
| Average Distribution | 0.051962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,897,078 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $98,576 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,794 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,370 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,166 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,330 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,330 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,536 | OverpaymentAmt |
| Applied To ES Tax | $1,536 | 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 | ROSS A DIERDORFF | IndividualWithBooksNm |
| Phone | 4103477609 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 CLAUDE STREET | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANN DIERDORFF THOMAS | ||||||||
| 228 CLAUDE STREET | ANNAPOLIS | MD | 21401 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ROSS A DIERDORFF III | ||||||||
| 228 CLAUDE STREET | ANNAPOLIS | MD | 21401 | SECRETARY/TREASURER | 2.00 | $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 | $1,790,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,338 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,925,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,925,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,897,078 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,854 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,854 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,794 | TotalTaxAmt |
| Distributable Before Adj | $93,060 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,060 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,060 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,166 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,166 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,794 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,060 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,950 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,403 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,741 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,932 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,041 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,060 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,106 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,147 | 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 | $2,950 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,403 | ExcessFromYear4Amt |
| Excess From Year3 | $1,741 | ExcessFromYear3Amt |
| Excess From Year2 | $3,015 | ExcessFromYear2Amt |
| Excess From Year1 | $4,932 | ExcessFromYear1Amt |
| Excess From Current Year | $9,106 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF SAN DIEGO INC | |||||||
| PO BOX 87131 | SAN DIEGO | CA | 921387131 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $200 |
| DENVER FOUNDATION | |||||||
| 55 MADISON ST 800 | DENVER | CO | 80206 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $500 |
| DENVER RESCUE MISSION | |||||||
| 6100 SMITH ROAD | DENVER | CO | 80216 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $500 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 1050 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $300 |
| ANNAPOLIS FRIENDS MEETING | |||||||
| 351 DUBOIS ROAD | ANNAPOLIS | MD | 21401 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $2,200 |
| CELEBRATION COMMUNITY CHURCH OF DENVER | |||||||
| 1650 S BIRCH STREET | DENVER | CO | 80222 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $1,500 |
| CHURCH OF SAINT MARY THE VIRGIN | |||||||
| 3121 WALBROOK AVE | BALTIMORE | MD | 21216 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $3,000 |
| HAMMOND HARWOOD HOUSE | |||||||
| 19 MARYLAND AVE | ANNAPOLIS | MD | 21401 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $5,000 |
| MACGUFFIN THEATRE AND FILM COMPANY | |||||||
| 2030 SANSOM STREET | PHILADELPHIA | PA | 19103 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $3,000 |
| MARYLAND INSTITUTE COLLEGE OF ART | |||||||
| 1300 MT ROYAL TERRACE | BALTIMORE | MD | 21217 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $49,000 |
| SEEDS 4 SUCCESS | |||||||
| PO BOX 4042 | ANNAPOLIS | MD | 21403 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $1,000 |
| ST ANNE'S PARRISH | |||||||
| 199 DUKE OF GLOUCESTER STREET | ANNAPOLIS | MD | 21403 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $1,000 |
| TUBEROUS SCLEROSIS ALLIANCE | |||||||
| 801 ROEDER ROAD | SILVER SPRING | MD | 20910 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $23,000 |
| WORLD ARTIST EXPERIENCE | |||||||
| PO BOX 9753 | ARNOLD | MD | 21012 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $2,000 |
| YOGA 4 CHANGE | |||||||
| PO BOX 330117 | ATLANTIC BEACH | FL | 32233 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $4,000 |
| ENGLISH SPRINGER RESCUE AMERICA INC | |||||||
| 1025 ROSE CREEK DRIVE SUITE 620-305 | WOODSTOCK | GA | 30189 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $100 |
| HOSPICE OF THE CHESAPEAKE | |||||||
| 90 RITCHIE HWY | PASADENA | MD | 21122 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $500 |
| SAN DIEGO HUMANE SOCIETY & SPCA | |||||||
| 5500 GAINES STREET | SAN DIEGO | CA | 92110 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $100 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $200 |
| TRAVIS MANION FOUNDATION | |||||||
| PO BOX 1485 | DOYLESTOWN | PA | 18901 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $200 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,738 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - STOCK | StockNm |
| EOY Book Value | $1,112,076 | EOYBookValueAmt |
| EOYFMV | $1,843,590 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,166 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,166 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - AMERIPRISE | CategoryTxt |
| Amt | $5,307 | Amt |
| Net Investment Income | $5,307 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TREASURY | $3,660 | $0 | $0 |
| FOREIGN TAX | $160 | $0 | $0 |