PLANK FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PLANK FAMILY FOUNDATION (EIN 26-1300940)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349101875
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:21:29-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475153865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEN SAPPERSTEIN & FRIEDLANDER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 RED BROOK BLVD SUITE 200 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 | 261300940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CUPID FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUPI | BusinessNameControlTxt |
| Phone | 4104546472 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 HULL STREET 4TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS GEDDES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4104546472 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S ROSEN ESQ CPA | PreparerPersonNm |
| PTIN | P01071493 | PTIN |
| Phone | 4105810800 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,209,516 | 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 | $11,542,624 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $71,807 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71,807 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $936,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $936,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,894,840 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,516,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,894,840 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $5,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $30,446,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,903,561 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,152 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,364 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,973 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,973 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $340,572 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,660 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $624 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $265,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $179 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $708,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,676 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,084,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,084,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,792,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,676 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,084,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,653,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,833,885 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $305,780 | CashBOYAmt |
| Cash EOY | $34,380 | CashEOYAmt |
| Cash EOYFMV | $34,380 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $811,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $811,607 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $36,927,673 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,601,754 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,938,898 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,745 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,415 | LandBOYAmt |
| Land EOY | $791 | LandEOYAmt |
| Land EOYFMV | $791 | LandEOYFMVAmt |
| Other Assets BOY | $1,383,291 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,404,720 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,423,840 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,693,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,853,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,209,516 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $70 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,000,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $2,000,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70 | 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 | $36,693,114 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,853,182 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,693,114 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,853,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,693,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,853,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,693,114 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,653,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,661 | OtherIncreasesAmt |
| Subtotal | $57,363,182 | SubtotalAmt |
| Other Decreases | $11,510,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,853,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EXHIBIT I - PG 2 OF 3 | P | $7,031,253 | $7,192,664 | -$161,411 | -$161,411 |
| EXHIBIT I - PG 3 OF 3 | P | $4,096,981 | $4,107,425 | -$10,444 | -$10,444 |
| EXHIBIT II - PG 2 OF 7 | P | $56,109 | $107,393 | -$51,284 | -$51,284 |
| EXHIBIT II - PG 7 OF 7 | P | $203,628 | $205,289 | -$1,661 | -$1,661 |
| SEE ATTACHED SCHEDULE - EXHIBIT II - PG 7 OF 7 | P | $580 | $459 | $121 | $121 |
| EXHIBIT III - PG 2 OF 4 | P | $131,595 | $157,314 | -$25,719 | -$25,719 |
| EXHIBIT III - PG 4 OF 4 | P | $204,882 | $218,440 | -$13,558 | -$13,558 |
| EXHIBIT IV - PG 1 OF 1 | P | $525,000 | $525,000 | $0 | $0 |
| EXHIBIT V - PG 1 OF 1 | P | $17,983,642 | $17,983,642 | $17,983,642 | |
| EXHIBIT VI - PG 1 OF 1 | P | $99,971 | $107,734 | -$7,763 | -$7,763 |
| EXHIBIT I - DISALLOWED LOSS - PG 2 OF 3 | P | $3,761 | $3,761 | $3,761 | |
| EXHIBIT I - DISALLOWED LOSS - PG 3 OF 3 | P | $37,126 | $37,126 | $37,126 | |
| EXHIBIT II - DISALLOWED LOSS - PG 2 OF 7 | P | $183 | $183 | $183 | |
| CAPITAL GAINS DIVIDENDS | P | $141,847 | $141,847 | $141,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,894,840 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,720,826 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,111,797 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.212125 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,468,257 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,132,036 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.127185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,929,665 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,297,483 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.184513 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,512,809 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,822,903 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095609 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $959,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,457,042 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101469 | DistributionYr5Rt |
| Total Distribution | 0.720901 | TotalDistributionRt |
| Average Distribution | 0.144180 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,005,899 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,777,311 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $188,339 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,965,650 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,084,650 | 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 | $188,339 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $188,339 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $188,339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $182,300 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $56,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $238,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $81 | EsPenaltyAmt |
| Overpayment | $50,380 | OverpaymentAmt |
| Applied To ES Tax | $50,380 | 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 | AMY LARKIN EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 4104546472 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 HULL STREET SUITE 220 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN A PLANK | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DESIREE JACQUELINE PLANK | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS J SIPPEL | ||||||||
| 98 CHURCH ST | ROCKVILLE | MD | 20850 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY S LARKIN | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | DIRECTOR | 20.00 | $47,500 | $0 | $0 |
| THOMAS GEDDES | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | 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 | $45,617,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,104,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,721,725 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,721,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $715,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,005,899 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,350,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,350,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $188,339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $188,339 | TotalTaxAmt |
| Distributable Before Adj | $2,161,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,161,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,161,956 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,084,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,084,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $188,339 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,896,311 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,161,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $491,921 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $911,154 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,992,213 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,899,963 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,121,994 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,417,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,084,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,161,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,922,694 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,339,939 | 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 | $491,921 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,848,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $911,154 | ExcessFromYear4Amt |
| Excess From Year3 | $2,992,213 | ExcessFromYear3Amt |
| Excess From Year2 | $2,899,963 | ExcessFromYear2Amt |
| Excess From Year1 | $7,121,994 | ExcessFromYear1Amt |
| Excess From Current Year | $6,922,694 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY LARKIN EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 HULL STREET SUITE 220 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4104546472 | RecipientPhoneNum |
| Form And Info And Materials | SUBMITTING A LETTER OF REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOOMER ESIASON FOUNDATION | |||||||
| 483 10TH AVENUE SUITE 300 | NEW YORK | NY | 10018 | NONE | 501(C)3 | FUNDING RESEARCH FOR CYSTIC FIBROSIS | $50,000 |
| CAL RIPKEN SR FOUNDATION | |||||||
| 1427 CLARKVIEW ROAD SUITE 100 | BALTIMORE | MD | 21209 | NONE | 501(C)3 | FUNDING FOR PATTERSON PARK FIELD AND YOUTH PROGRAMS | $1,000,000 |
| NATIONAL FOOTBALL FOUNDATION | |||||||
| 433 E LAS COLINAS BLVD SUITE 1130 | IRVING | TX | 75039 | NONE | 501(C)3 | ANNUAL GIVING CAMPAIGN | $3,000 |
| ST JOHNS COLLEGE HIGH SCHOOL | |||||||
| 2607 MILITARY ROAD NW | WASHINGTON | DC | 20015 | NONE | 501(C)3 | FUNDING FOR TECHNOLOGY ADVANCEMENT & SPORTS PROGRAMS | $1,500,000 |
| UMCP FOUNDATION | |||||||
| DIVISION OF UNIVERSITY RELATIONS | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | FUNDING FOR GENERAL PROGRAMS | $100,000 |
| UNIVERSITY OF MARYLAND | |||||||
| DIVISION OF UNIVERSITY RELATIONS | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | FUNDING FOR ATHLETIC PROGRAMS | $250,000 |
| TEXAS SPORTS HALL OF FAME | |||||||
| 1108 S UNIVERSITY PARKS DRIVE | WACO | TX | 76706 | NONE | 501(C)3 | GENERAL FUNDING | $5,000 |
| FIGHT FOR CHILDREN | |||||||
| 1726 M STREET NW SUITE 202 | WASHINGTON | DC | 20036 | NONE | 501(C)3 | GENERAL DONATION | $1,000,000 |
| BRIGANCE BRIGADE FOUNDATION | |||||||
| 11350 MCCORMICK ROAD SUITE 105 | HUNT VALLEY | MD | 21031 | NONE | 501(C)3 | GENERAL DONATION | $5,000 |
| LINDSEY VONN FOUNDAITON | |||||||
| PO BOX 4758 | VAIL | CO | 81658 | NONE | 501(C)3 | GENERAL DONATION | $25,000 |
| BOSTON POLICE FOUNDATION | |||||||
| 1 ARLINGTON STREET | BOSTON | MA | 02116 | NONE | 501(C)3 | GENERAL DONATION | $50,000 |
| MISSION 14 | |||||||
| PO BOX 2294 | BALTIMORE | MD | 21203 | NONE | 501(C)3 | GENERAL DONATION | $80,000 |
| HARLEM RBI | |||||||
| 333 E 100TH STREET | NEW YORK | NY | 10029 | NONE | 501(C)3 | GENERAL DONATION | $10,000 |
| A JAMES CLARK SCHOLARSHIP | |||||||
| DIVISION OF UNIVERSITY RELATIONS | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | DONATIONS TO SCHOLARSHIP PROGRAM FOR ENGINEERING STUDENTS | $1,000 |
| FORK UNION MILITARY ACADEMY | |||||||
| PO BOX 278 | FORK UNION | VA | 23055 | NONE | 501(C)3 | GENERAL DONATION | $50,000 |
| THE JORDAN SPIETH CHARITABLE FUND | |||||||
| 5950 SHERRY LANE SUITE 600 | DALLAS | TX | 752256551 | NONE | 501(C)3 | GENERAL DONATION | $100,000 |
| VALLEYS PLANNING COUNCIL | |||||||
| 118 W PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | NONE | 501(C)3 | GENERAL DONATION | $2,500 |
| HOLTON ARMS | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | 501(C)3 | GENERAL DONATION | $25,000 |
| THOROUGHBRED AFTERCARE ALLIANCE | |||||||
| 821 CORPORATE DRIVE | LEXINGTON | KY | 40503 | NONE | 501(C)3 | GENERAL DONATION | $30,000 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NONE | 501(C)3 | DONATION ON BEHALF OF HELEN FIPPS | $1,000 |
| YOUTH LEADERSHIP FOUNDATION | |||||||
| 5034 WISCONSIN AVENUE SUITE 250 | WASHINGTON | DC | 20016 | NONE | 501(C)3 | DONATION FOR 2015 JOHNNY HOLIDAY | $10,000 |
| ST PAULS SCHOOL FOR GIRLS | |||||||
| 11232 FALLS ROAD | LUTHERVILLETIMONIUM | MD | 21093 | NONE | 501(C)3 | GENERAL DONATION | $5,000 |
| UMCP FOUNDATION | |||||||
| DIVISION OF UNIVERSITY RELATIONS | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | DONATION - 2015-2016 MEN'S BASKETBALL | $16,800 |
| FIGHT FOR CHILDREN | |||||||
| 1726 M STREET NW SUITE 202 | WASHINGTON | DC | 20036 | NONE | 501(C)3 | GENERAL DONATION | $1,000,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 120 WALL STREET 16TH FLOOR | NEW YORK | NY | 10005 | NONE | 501(C)3 | DONATION - DAN GILBERT'S GALA | $49,850 |
| MONTGOMERY PARKS FOUNDATION | |||||||
| 9500 BRUNETT AVENUE | SILVER SPRING | MD | 20901 | NONE | 501(C)3 | GENERAL DONATION | $150,000 |
| ST JOHNS COLLEGE HIGH SCHOOL | |||||||
| 2607 MILITARY ROAD NW | WASHINGTON | DC | 20015 | NONE | 501(C)3 | ANNUAL PLEDGE | $3,500,000 |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 55500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | NONE | 501(C)3 | DONATION - PLEDGE FOR 2015 DALLAS MARATHON | $10,000 |
| OLDTOWN GATORS WITH MD FOOTBALL ASSOCIATION | |||||||
| 586 MIDDLETOWN BOVD SUITE C-100 | LANGHORNE | PA | 19047 | NONE | 501(C)3 | FUNDRAISING MATCH | $15,000 |
| ST JOHNS COLLEGE HIGH SCHOOL | |||||||
| 2607 MILITARY ROAD NW | WASHINGTON | DC | 20015 | NONE | 501(C)3 | GENERAL DONATION | $36,500 |
| REHOBOTH BEACH LITTLE LEAGUE | |||||||
| 125 BEACHFIELD DRIVE | REHOBOTH | DE | 19971 | NONE | 501(C)3 | DONATION OF SCOREBOARD FOR LITTLE LEAGEUE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,084,650 | 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 | $71,807 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $936,914 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,894,840 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,903,561 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,903,561 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| KEVIN A PLANK | |||||||
| 1 | 930 GREENSPRING VALLEY ROAD | LUTHERVILLE | MD | 21093 | $11,510,000 | Yes (X) | |
| KEVIN A PLANK | |||||||
| 2 | 930 GREENSPRING VALLEY ROAD | LUTHERVILLE | MD | 21093 | $32,624 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 125,000 SHARES UNDER ARMOUR, INC. | NoncashPropertyDesc |
| Fair Market Value | $11,510,000 | FairMarketValueAmt |
| Received | 2015-11-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,152 | Amt |
| Net Investment Income | $8,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FIRE SAFE CABINET | 2008-04-25 | $1,500 | $717 | 200DB | 7.000000000000 | $33 | $0 |
| FURNITURE | 2010-04-06 | $4,386 | $1,704 | 200DB | 7.000000000000 | $196 | $0 |
| FURNITURE | 2010-06-15 | $655 | $254 | 200DB | 7.000000000000 | $29 | $0 |
| FURNITURE | 2010-06-15 | $3,289 | $1,277 | 200DB | 7.000000000000 | $147 | $0 |
| FILING CABINET | 2010-06-10 | $2,656 | $1,032 | 200DB | 7.000000000000 | $118 | $0 |
| COMPUTER | 2010-07-07 | $2,203 | $1,038 | 200DB | 5.000000000000 | $63 | $0 |
| SIGN | 2010-07-16 | $847 | $329 | 200DB | 7.000000000000 | $38 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS PRIMARY HEDGE FUNDS - PRIMARY ACCOUNT | AT COST | $220,787 | $13,147 |
| GS LSV NON-US EQUITY 030-29396-3 | AT COST | $500,000 | $469,469 |
| GS VONTOBEL NON-US EQUITY 030-29397-1 | AT COST | $500,000 | $569,970 |
| GS SOUTHERNSUN SMALL CAP CORE - 030-29399-7 | AT COST | $785,730 | $695,786 |
| GS SNOW ALL CAP VALUE - 030-29402-9 | AT COST | $887,777 | $814,950 |
| GS GOV/CORP FIXED INCOME - 030-29407-8 | AT COST | $4,152,064 | $4,208,297 |
| GS PRIMARY FIXED INCOME | AT COST | $25,996,664 | $24,975,172 |
| GS PRIMARY US EQUITY | AT COST | $4,173,331 | $4,186,799 |
| GS PRIMARY NON US EQUITY | AT COST | $1,293,039 | $1,125,415 |
| GS PRIMARY TACTICAL EXPOSURES | AT COST | $3,300,000 | $3,205,665 |
| GS INDEX ORIENTED | AT COST | $1,792,362 | $1,674,228 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FIRE SAFE CABINET | $1,500 | $1,500 | $0 |
| FURNITURE | $4,386 | $4,093 | $293 |
| FURNITURE | $655 | $611 | $44 |
| FURNITURE | $3,289 | $3,069 | $220 |
| FILING CABINET | $2,656 | $2,478 | $178 |
| COMPUTER | $2,203 | $2,203 | $0 |
| SIGN | $847 | $791 | $56 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT PROPERTY- 6315 33RD STREET NW | $1,363,650 | $1,363,650 | $1,382,770 |
| DEFERRED ASSET - DISALLOWED LOSS | $19,641 | $41,070 | $41,070 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FMV OF CONTRIBUTED ASSETS OVER DONOR'S BASIS UPON SALE | Desc |
| Amt | $11,510,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE FEES | $897 | $179 | $0 |
| INSURANCE | $7,788 | $0 | $0 |
| MAINTENANCE (HOUSE) | $11,250 | $0 | $0 |
| CUPID'S CUP RELATED EXPENSES | $22,750 | $0 | $0 |
| ADMINISTRATIVE EXPENSES | $222,622 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR DONATION CHECK VOIDED IN 2015 | $5,000 |
| ADJUSTMENT FOR PRIOR YEAR BOND PREMIUM AMORTIZATION | $11,661 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $42,973 | Amt |
| Net Investment Income | $42,973 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,685 | $737 | $0 |
| FOREIGN TAXES PAID | $7,923 | $7,923 | $0 |
| REAL ESTATE TAXES | $12,443 | $0 | $0 |
| PRIOR YEAR TAX BALANCE | $134,221 | $0 | $0 |
| CURRENT YEAR ESTIMATED TAX PAYMENTS | $182,300 | $0 | $0 |