The John C Davison Family Charitable: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- The John C Davison Family Charitable (EIN 52-2301648)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-13
- IRS object ID
- 201602879349100205
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-13T10:13:20-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521065079 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mt Royal Management Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 W Mount Royal Ave | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212174133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522301648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The John C Davison Family Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 4107274586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 W Mount Royal Ave | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212174133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John C Davison | PersonNm |
| Person Title | President/Treasurer | PersonTitleTxt |
| Phone | 4107274586 | PhoneNum |
| Signature | 2016-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Beth-Ann Blatnick | PreparerPersonNm |
| PTIN | P00097886 | PTIN |
| Phone | 4107274586 | PhoneNum |
| Preparation | 2016-10-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $632,021 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $686,629 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $686,629 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $686,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $686,753 | 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 | $340 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $340 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,072 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,767 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,767 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $348 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $270,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,767 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $398,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $668,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,356 | CashBOYAmt |
| Cash EOY | $1,016 | CashEOYAmt |
| Cash EOYFMV | $1,016 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,995 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,727 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,727 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $238,329 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $445,278 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $445,278 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $268,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $632,021 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $632,021 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $35,000 | 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 | $233,680 | RetainedEarningBOYAmt |
| Retained Earning EOY | $632,021 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $233,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $632,021 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $268,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $632,021 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $233,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $398,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $632,021 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $632,021 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,488 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $254,427 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.253464 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $279,216 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098490 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $395,961 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.126654 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $117,514 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,087,391 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108070 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $119,098 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $566,398 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.210273 | DistributionYr5Rt |
| Total Distribution | 0.796951 | TotalDistributionRt |
| Average Distribution | 0.159390 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $443,596 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,690 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,395 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $270,348 | 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 | $6,690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,690 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,783 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $16,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,783 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,093 | OverpaymentAmt |
| Applied To ES Tax | $11,093 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The John C Davison Family Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4107274586 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 W Mount Royal Ave | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212174133 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| John C Davison | ||||||||
| 1233 W Mount Royal Ave | Baltimore | MD | 212174133 | President/Treasurer | 5.00 | $0 | $0 | $0 |
| Bernard S Denick | ||||||||
| 1233 W Mount Royal Ave | Baltimore | MD | 212174133 | Secretary | 1.00 | $0 | $0 | $0 |
| Richard Davison | ||||||||
| 1233 W Mount Royal Ave | Baltimore | MD | 212174133 | Director | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $341,804 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $450,351 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $450,351 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $443,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,690 | TotalTaxAmt |
| Distributable Before Adj | $15,490 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,490 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,490 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,348 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $270,348 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,690 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $263,658 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,490 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $92,582 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,144 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,352 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,539 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,791 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $252,408 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $270,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,490 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $254,858 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $507,266 | 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 | $92,582 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $414,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,144 | ExcessFromYear4Amt |
| Excess From Year3 | $30,352 | ExcessFromYear3Amt |
| Excess From Year2 | $13,539 | ExcessFromYear2Amt |
| Excess From Year1 | $52,791 | ExcessFromYear1Amt |
| Excess From Current Year | $254,858 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John C Davison | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | John C Davison | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 W Mount Royal Ave | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212174133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4107274586 | RecipientPhoneNum |
| Form And Info And Materials | Letter should include all relevant information about person/organization requesting award, purpose of award, etc. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are no submission deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | There are no restrictions or limitations on awards. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Technion Society | |||||||
| 55 East 59th St | New York | NY | 10022 | n/a | public | educational | $25,000 |
| Beth El Congregation | |||||||
| 8101 Park Heights Ave | Baltimore | MD | 21208 | n/a | public | religious | $50,000 |
| Chananya Backer Memorial Institute | |||||||
| 7201 Park Heights Ave | Baltimore | MD | 21208 | n/a | public | educational | $25,000 |
| Garrison Forest School | |||||||
| 300 Garrison Forest Rd | Owings Mills | MD | 21117 | n/a | public | educational | $20,000 |
| Georgetown University | |||||||
| Box 0734 | Washington | DC | 200730734 | n/a | public | educational | $50,000 |
| American Jewish Joint Distribution Committee - The Taub Center | |||||||
| 711 Third Ave | New York | NY | 100174014 | n/a | public | educational | $50,000 |
| Mesivta Ne'imus HaTorah | |||||||
| 6911 Park Heights Ave | Baltimore | MD | 21215 | n/a | public | educational | $10,000 |
| Mesivta Shaarei Arazim | |||||||
| 201 Rt 306 | Monsey | NY | 10952 | n/a | public | educational | $30,000 |
| The Park School of Baltimore | |||||||
| 2425 Old Court Rd | Baltimore | MD | 21208 | n/a | public | educational | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,000 | 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 | $686,629 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $686,753 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $686,753 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investment partnerships | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $445,278 | BookValueAmt |
| EOYFMV | $445,278 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal services | CategoryTxt |
| Legal Fees | $340 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $340 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1s nondeductible expenses | $297 | $0 | $0 |
| K-1s partnership losses | $17,767 | $17,767 | $0 |
| K-1s partnership expenses | $8 | $0 | $8 |