ROBERT W DEUTSCH FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W DEUTSCH FOUNDATION INC (EIN 52-1758252)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-24
- IRS object ID
- 201631769349100503
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-24T09:41:25-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 INTERNATIONAL CIRCLE SUITE 5500 | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21030 | 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 | 521758252 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W DEUTSCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4432751144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE NO 201 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL DIDRIKSEN | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 4432751144 | PhoneNum |
| Signature | 2016-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHEILA EICHELBERGER | PreparerPersonNm |
| PTIN | P00743897 | PTIN |
| Phone | 4105840060 | PhoneNum |
| Preparation | 2016-06-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $100,951,889 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,784,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,784,687 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,028,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,106,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,304,531 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,813,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,089,218 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $251,212 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $239,212 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $261,680 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $350 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $261,330 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $903 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $903 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $96,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $86,131 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113,460 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74,755 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $38,705 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,129 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $53,633 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $53,633 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,896 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,896 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $465 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $465 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $328,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115,471 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $212,609 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,132,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $212,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $917,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,088,803 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,088,803 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,221,391 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $212,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,006,687 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,592,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,876,642 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $789,776 | CashBOYAmt |
| Cash EOY | $31,466 | CashEOYAmt |
| Cash EOYFMV | $31,466 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,616,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,793,391 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,793,391 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $88,645,976 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $92,821,365 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,120,168 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,542 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,408 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,263 | LandBOYAmt |
| Land EOY | $3,134 | LandEOYAmt |
| Land EOYFMV | $3,134 | LandEOYFMVAmt |
| Other Assets BOY | $3,730 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,730 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,730 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $91,060,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,653,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $100,951,889 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $91,060,865 | UnrestrictedBOYAmt |
| Unrestricted EOY | $96,653,086 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,060,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,653,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,060,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,653,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,060,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,592,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $96,653,086 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,653,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2015-01-01 | 2015-12-31 | $9,023,305 | $9,023,305 | $9,023,305 | |
| BROWN INVESTMENT | P | 2015-01-01 | 2015-12-31 | $83,124 | $83,124 | $83,124 | |
| TORTOISE CAPITAL ADV | P | 2015-01-01 | 2015-12-31 | -$693,070 | -$693,070 | $693,070 | |
| OTHER | P | 2015-01-01 | 2015-12-31 | -$108,828 | -$108,828 | $108,828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,304,531 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,544,913 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $105,222,474 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052697 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,222,033 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $100,630,982 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051893 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,274,467 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $90,965,505 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046990 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,575,877 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,999,132 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051518 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $496,928 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,658,020 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039258 | DistributionYr5Rt |
| Total Distribution | 0.242356 | TotalDistributionRt |
| Average Distribution | 0.048471 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $100,371,563 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,865,110 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $98,766 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,963,876 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,006,687 | 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 | $98,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $98,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $98,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,418 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $65,418 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $33,364 | TaxDueAmt |
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 | JANE BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4432751144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE NO 201 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JANE BROWN | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | PRESIDENT/EXECUTIVE DIRECT | 40.00 | $125,000 | $0 | $0 |
| NEIL DIDRIKSEN | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | CHIEF OPERATING OFFICER | 40.00 | $120,000 | $0 | $0 |
| MAC MACLURE | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | DIRECTOR | 20.00 | $6,213 | $0 | $0 |
| DAVID DEUTSCH | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACKIE TYSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE SUITE 201 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $100,941,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $958,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,900,064 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,900,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,528,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,371,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,018,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,018,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $98,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $98,766 | TotalTaxAmt |
| Distributable Before Adj | $4,919,812 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,919,812 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,919,812 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,006,687 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,006,687 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $98,766 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,907,921 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,919,812 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $112,678 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,006,687 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,919,812 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,875 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $199,553 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $199,553 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $112,678 | ExcessFromYear1Amt |
| Excess From Current Year | $86,875 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE SUITE 201 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4432751144 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BALTIMORE ARTS REALTY CORPORATION | ||||||
| 1122 KENILWORTH DRIVE SUITE 500 | TOWSON | MD | 21204 | GENERAL PURPOSE | $1,000,000 | |
| BALTIMORE ARTS REALTY CORPORATION | ||||||
| 1122 KENILWORTH DRIVE SUITE 500 | TOWSON | MD | 21204 | GENERAL PURPOSE | $250,000 | |
| BALTIMORE CORPS | ||||||
| 711 WILLIAM STREET | BALTIMORE | MD | 21230 | GENERAL PURPOSE | $35,000 | |
| BALTIMORE MUSEUM OF ART | ||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | GENERAL PURPOSE | $115,000 | |
| BALTIMORE NEIGHBORHOODSINC | ||||||
| 2530 N CHARLES ST | BALTIMORE | MD | 21218 | GENERAL PURPOSE | $30,000 | |
| BALTIMORE UNDERGROUND SCIENCE SPACE | ||||||
| 101 N HAVEN STREET SUITE 105 | BALTIMORE | MD | 21224 | GENERAL PURPOSE | $37,500 | |
| BUILD | ||||||
| 2439 MARYLAND AVE | BALTIMORE | MD | 21218 | GENERAL PURPOSE | $75,000 | |
| BUILD | ||||||
| 2439 MARYLAND AVE | BALTIMORE | MD | 21218 | GENERAL PURPOSE | $75,000 | |
| BUILD | ||||||
| 2439 MARYLAND AVE | BALTIMORE | MD | 21218 | GENERAL PURPOSE | $1,500 | |
| CA-FAM III | ||||||
| 116 35TH STREET NE | WASHINGTON | DC | 20019 | GENERAL PURPOSE | $12,000 | |
| CENTRAL BALTIMORE PARTNERSHIP | ||||||
| 1800 NORTH CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $500 | |
| CENTRAL BALTIMORE PARTNERSHIP | ||||||
| 1800 NORTH CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $7,500 | |
| CHESAPEAKE CTR FOR YOUTH DEV | ||||||
| 301 E PATAPSCO AVE | BALTIMORE | MD | 21225 | GENERAL PURPOSE | $20,000 | |
| CITIZEN'S ENGAGEMENT LAB EDUCATION FUND | ||||||
| 2150 ALLSTON WAY | BERKELEY | CA | 94704 | GENERAL PURPOSE | $50,000 | |
| CODE IN THE SCHOOLS | ||||||
| 2526 SAINT PAUL STREET FLOOR 3 | BALTIMORE | MD | 21218 | GENERAL PURPOSE | $50,000 | |
| CODE IN THE SCHOOLS | ||||||
| 2526 SAINT PAUL STREET FLOOR 3 | BALTIMORE | MD | 21218 | GENERAL PURPOSE | $20,000 | |
| CREATIVE ALLIANCE | ||||||
| 3134 EASTERN AVE | BALTIMORE | MD | 21224 | GENERAL PURPOSE | $50,000 | |
| CREATIVE CAPITAL FOUNDATION | ||||||
| 15 MAIDEN LANE 18TH FLOOR | NEW YORK | NY | 10038 | GENERAL PURPOSE | $50,000 | |
| DEEP VISION DANCE COMPANY | ||||||
| 5214A FORGE RD | PERRY HALL | MD | 21128 | GENERAL PURPOSE | $12,000 | |
| DEEP VISION DANCE COMPANY | ||||||
| 5214A FORGE RD | PERRY HALL | MD | 21128 | GENERAL PURPOSE | $12,000 | |
| DIGITAL HARBOR FOUNDATION | ||||||
| 1045 LIGHT STREET | BALTIMORE | MD | 21230 | GENERAL PURPOSE | $50,000 | |
| DIGITAL HARBOR FOUNDATION | ||||||
| 1045 LIGHT STREET | BALTIMORE | MD | 21230 | GENERAL PURPOSE | $50,000 | |
| ECONOMIC ALLIANCE OF GREATER BALTIMORE | ||||||
| 1 E PRATT ST SUITE 200 | BALTIMORE | MD | 21202 | GENERAL PURPOSE | $7,500 | |
| ELECTRIC VEHICLE ASSOCIATION OF GREATER WASHINGTON DC | ||||||
| PO BOX 93 | LAUREL | MD | 20725 | GENERAL PURPOSE | $5,000 | |
| FRACTURED ATLAS | ||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL PURPOSE | $50,000 | |
| FRACTURED ATLAS | ||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL PURPOSE | $25,000 | |
| FRACTURED ATLAS | ||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL PURPOSE | $50,000 | |
| FRACTURED ATLAS | ||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL PURPOSE | $25,000 | |
| FRACTURED ATLAS | ||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | GENERAL PURPOSE | $15,000 | |
| FUSION PARTNERS | ||||||
| 1601 GUILFORD AVENUE | BALTIMORE | MD | 21202 | GENERAL PURPOSE | $50,000 | |
| FUSION PARTNERS | ||||||
| 1601 GUILFORD AVENUE | BALTIMORE | MD | 21202 | GENERAL PURPOSE | $50,000 | |
| FUSION PARTNERS | ||||||
| 1601 GUILFORD AVENUE | BALTIMORE | MD | 21202 | GENERAL PURPOSE | $18,000 | |
| FUSION PARTNERS | ||||||
| 1601 GUILFORD AVENUE | BALTIMORE | MD | 21202 | GENERAL PURPOSE | $33,334 | |
| FUSION PARTNERS | ||||||
| 1601 GUILFORD AVENUE | BALTIMORE | MD | 21202 | GENERAL PURPOSE | $50,000 | |
| GREATER BALTIMORE CULTURAL ALLIANCE | ||||||
| 1800 N CHARLES STREET SUITE 808 | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $135,300 | |
| GREATER BALTIMORE CULTURAL ALLIANCE | ||||||
| 1800 N CHARLES STREET SUITE 808 | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $135,300 | |
| GREATER BALTIMORE CULTURAL ALLIANCE | ||||||
| 1800 N CHARLES STREET SUITE 808 | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $75,000 | |
| GREATER BALTIMORE CULTURAL ALLIANCE | ||||||
| 1800 N CHARLES STREET SUITE 808 | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $11,861 | |
| INSTITUTE FOR LOCAL SELF-RELIANCE | ||||||
| 1710 CONNECTICUT AVENUE NW 4TH | WASHINGTON | DC | 20009 | GENERAL PURPOSE | $25,000 | FLOOR |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3400 CHARLES STREET | BALTIMORE | MD | 21218 | GENERAL PURPOSE | $15,000 | |
| MARYLAND FILM FESTIVAL | ||||||
| 107 EAST READ STREET | BALTIMORE | MD | 21202 | GENERAL PURPOSE | $15,000 | |
| MARYLAND HUMANITIES COUNCIL | ||||||
| 108 WEST CENTRE STREET | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $25,000 | |
| MARYLAND INSTITUTE COLLEGE OF ART | ||||||
| 1300 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | GENERAL PURPOSE | $25,000 | |
| MARYLAND INSTITUTE COLLEGE OF ART | ||||||
| 1300 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | GENERAL PURPOSE | $60,000 | |
| MEDIA MOBILIZING PROJECT | ||||||
| 4534 BALTIMORE AVENUE | PHILADELPHIA | PA | 19143 | GENERAL PURPOSE | $50,000 | |
| MY SISTER'S CIRCLE | ||||||
| PO BOX 84 | TIMONIUM | MD | 21094 | GENERAL PURPOSE | $8,000 | |
| NEIGHBORHOOD DESIGN CENTER | ||||||
| 1401 HOLLINS STREET | BALTIMORE | MD | 21223 | GENERAL PURPOSE | $30,000 | |
| NEW VENTURE FUND | ||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | GENERAL PURPOSE | $50,000 | |
| NEW VENTURE FUND | ||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | GENERAL PURPOSE | $50,000 | |
| NEWTON SCHOOLS FOUNDATION | ||||||
| PO BOX 590020 | NEWTON | MA | 02459 | GENERAL PURPOSE | $10,000 | |
| NORTH AVENUE ARTSLLC | ||||||
| 120 W NORTH AVE SUITE 307 | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $3,538 | |
| SECTION 1INC | ||||||
| 301 W 25TH STREET | BALTIMORE | MD | 21218 | GENERAL PURPOSE | $35,000 | |
| STATION NORTH ARTS & ENTERTAINMENT | ||||||
| 1 W NORTH AVENUE | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $50,000 | |
| THE CONTEMPORARY MUSEUM OF BALTIMORE | ||||||
| 100 W CENTRE ST | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $15,000 | |
| THE CONTEMPORARY MUSEUM OF BALTIMORE | ||||||
| 100 W CENTRE ST | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $15,000 | |
| THE CONTEMPORARY MUSEUM OF BALTIMORE | ||||||
| 100 W CENTRE ST | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $20,000 | |
| THE CONTEMPORARY MUSEUM OF BALTIMORE | ||||||
| 100 W CENTRE ST | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $20,000 | |
| THE EUBIE BLAKE CENTER | ||||||
| 847 N HOWARD ST | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $8,170 | |
| THE INGENUITY PROJECT | ||||||
| 1400 W COLD SPRING LANE ROOM 337 | BALTIMORE | MD | 21209 | GENERAL PURPOSE | $35,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SANTA BARBARA | ||||||
| 1111 FRANKLIN ST12TH FLOOR | OAKLAND | CA | 94607 | GENERAL PURPOSE | $250,000 | |
| THE SIXTH BRANCH | ||||||
| 2400 BOSTON STREET SUITE 102 | BALTIMORE | MD | 21224 | GENERAL PURPOSE | $35,000 | |
| THE SIXTH BRANCH | ||||||
| 2400 BOSTON STREET SUITE 102 | BALTIMORE | MD | 21224 | GENERAL PURPOSE | $35,000 | |
| THE TIDES FOUNDATION | ||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | GENERAL PURPOSE | $10,000 | |
| UNIV OF MD COLLEGE PARK FOUNDATION | ||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | GENERAL PURPOSE | $135,000 | |
| UNIV OF MD COLLEGE PARK FOUNDATION | ||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | GENERAL PURPOSE | $80,000 | |
| UNIV OF MD COLLEGE PARK FOUNDATION | ||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | GENERAL PURPOSE | $60,000 | |
| UNIV OF MD COLLEGE PARK FOUNDATION | ||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | GENERAL PURPOSE | $45,000 | |
| UNIVERSITY OF BALTIMORE FOUNDATION | ||||||
| 1130 N CHARLES ST | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $1,300 | |
| UNIVERSITY OF BALTIMORE FOUNDATION | ||||||
| 1130 N CHARLES ST | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $26,500 | |
| UNIVERSITY OF BALTIMORE FOUNDATION | ||||||
| 1130 N CHARLES ST | BALTIMORE | MD | 21201 | GENERAL PURPOSE | $2,000 | |
| URBAN TEACHER CENTER | ||||||
| 1500 UNION AVENUE SUITE 2200 | BALTIMORE | MD | 21211 | GENERAL PURPOSE | $75,000 | |
| YOUNG AUDIENCES OF MARYLAND | ||||||
| 2600 N HOWARD ST 1300 | BALTIMORE | MD | 21218 | GENERAL PURPOSE | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,088,803 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,784,687 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $724,394 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,304,531 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $724,394 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,089,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,813,612 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE | 2010-09-01 | $4,378 | $3,401 | 200DB | 7.000000000000 | $391 | $0 | $625 |
| COMPUTER EQUIPMENT | 2010-08-23 | $5,511 | $5,194 | 200DB | 5.000000000000 | $317 | $0 | $317 |
| FURNITURE | 2011-06-30 | $10,287 | $7,073 | 200DB | 7.000000000000 | $918 | $0 | $1,470 |
| OFFICE EQUIPMENT | 2011-06-30 | $4,366 | $3,611 | 200DB | 5.000000000000 | $503 | $0 | $755 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES | AT COST | $52,596,370 | $53,756,954 |
| FIXED INCOME | AT COST | $16,655,120 | $16,682,368 |
| OTHER INVESTMENTS | AT COST | $23,569,875 | $26,680,846 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE | $4,378 | $3,792 | $586 | $586 |
| COMPUTER EQUIPMENT | $5,511 | $5,511 | $0 | $0 |
| FURNITURE | $10,287 | $7,991 | $2,296 | $2,296 |
| OFFICE EQUIPMENT | $4,366 | $4,114 | $252 | $252 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNEMPLOYMENT BOND | $230 | $230 | $230 |
| SECURITY DEPOSIT | $3,500 | $3,500 | $3,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $1,808 | $0 | $0 | $1,808 |
| INSURANCE | $51,544 | $0 | $0 | $51,544 |
| MISCELLANEOUS | $35,118 | $0 | $0 | $35,118 |
| PAYROLL TAXES | $2,599 | $0 | $0 | $2,599 |
| LOSS FROM K-1S | $237,011 | $115,471 | $0 | $121,540 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $96,130 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $86,131 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $113,460 | Amt |
| Net Investment Income | $74,755 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,705 | DisbursementsCharitablePrpsAmt |