ALAN D AND WENDY R WILSON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ALAN D AND WENDY R WILSON FOUNDATION (EIN 26-3318655)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349102680
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T13:37:57-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521631857 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLOZO & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E TIMONIUM RD STE 200 | AddressLine1Txt |
| City | TIMONIUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210933458 | 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 | 263318655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN D& WENDY R WILSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAN | BusinessNameControlTxt |
| Phone | 4107717210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1481 ANHINGA POINT | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN D WILSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4107717210 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH V CARLOZO CPA | PreparerPersonNm |
| PTIN | P00236385 | PTIN |
| Phone | 4105615028 | PhoneNum |
| Preparation | 2016-11-15 | 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 | $3,152,139 | 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 | $500,813 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $50,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,619 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,619 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,772 | GrossSalesPriceAmt |
| Total Rev And Expnss | $577,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,619 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,619 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $96 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,781 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $360,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,619 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,733 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,247 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,663,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,059,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,129,892 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,721,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,081,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,152,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,721,075 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,081,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,721,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,081,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,721,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,081,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,721,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $360,360 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,081,435 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,081,435 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,034,244 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098317 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $200,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,978,050 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.101110 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $199,732 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,038,420 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.192342 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,025,155 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078037 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,639 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $725,361 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.102899 | DistributionYr5Rt |
| Total Distribution | 0.572705 | TotalDistributionRt |
| Average Distribution | 0.114541 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,508,792 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $287,360 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $506 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $287,866 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $215,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,012 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,012 | SubtotalAmt |
| Tax Based On Investment Income | $1,012 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $121 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN FAULKINGHAM | IndividualWithBooksNm |
| Phone | 4105804781 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ALAN D WILSON | ||||||||
| 1481 ANHINGA POINT | NAPLES | FL | 34105 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| WENDY R WILSON | ||||||||
| 1481 ANHINGA POINT | NAPLES | FL | 34105 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS | Description1Txt |
| Expenses1 | $115,000 | Expenses1Amt |
| Description2 | CONTRIBUTIONS | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,494,925 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,072 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,546,997 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,546,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,508,792 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,012 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,012 | TotalTaxAmt |
| Distributable Before Adj | $124,428 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $124,428 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $124,428 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $215,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $215,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,428 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $39,093 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,186 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $148,347 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,872 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $417,650 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $215,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $124,428 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,572 | RemainingDistriFromCorpusAmt |
| Total Corpus | $508,222 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $39,093 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $469,129 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,186 | ExcessFromYear4Amt |
| Excess From Year3 | $148,347 | ExcessFromYear3Amt |
| Excess From Year2 | $101,872 | ExcessFromYear2Amt |
| Excess From Year1 | $99,152 | ExcessFromYear1Amt |
| Excess From Current Year | $90,572 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN D WILSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF TENNESSEE | |||||||
| 600 HENLEY STREET | KNOXVILLE | TN | 37996 | NONE | CHARITY | SCHOLARSHIP | $100,000 |
| MCCORMICK FUND | |||||||
| 18 LOVETON CIRCLE | SPARKS | MD | 21152 | NONE | CHARITY | CHARITABLE PURPOSES | $100,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | NONE | CHARITY | SCHOLARSHIP | $5,000 |
| CAVES VALLEY GOLF CLUB FOUNDATION | |||||||
| 2910 BLENDON ROAD | OWINGS MILLS | MD | 21117 | NONE | CHARITY | SCHOLARSHIP | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,619 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,805 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,805 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,424 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALAN D WILSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 DEEP RUN COURT | AddressLine1Txt |
| City | COCKEYSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,813 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5894 SHARES MCCORMICK STOCK | NoncashPropertyDesc |
| Fair Market Value | $500,813 | FairMarketValueAmt |
| Received | 2015-12-24 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 685 SHARES NONVOTING MCCORMICK | 2012-01 | PURCHASE | 2015-02 | $50,168 | $43,977 | $6,191 |
| 950 SHARES NONVOTING MCCORMICK | 2012-01 | PURCHASE | 2015-08 | $80,604 | $60,990 | $19,614 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MCCORMICK STOCK | StockNm |
| EOY Book Value | $2,059,188 | EOYBookValueAmt |
| EOYFMV | $3,129,892 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES | CategoryTxt |
| Amt | $96 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,781 | Amt |