ROUBEN AND VIOLET JIJI FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROUBEN AND VIOLET JIJI FOUNDATION (EIN 33-1027441)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-23
- IRS object ID
- 201511139349100401
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-23T09:13:04-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522317286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD M HOFFMAN CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 DULANEY VALLEY RD STE 610 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212042685 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331027441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROUBEN & VIOLET FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROUB | BusinessNameControlTxt |
| Phone | 4103447110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 DULANEY VALLEY RD | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 610 | AddressLine2Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HOFFMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4103447110 | PhoneNum |
| Signature | 2015-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD HOFFMAN CPA | PreparerPersonNm |
| PTIN | P00290482 | PTIN |
| Phone | 4103447110 | PhoneNum |
| Preparation | 2015-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $17,687,050 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $194,441 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $172,565 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $268,108 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,108 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $12,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$25,141 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $166,397 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $166,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,397 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $640,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $619,070 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $808 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $808 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $28,640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $582,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,418 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $426,909 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,877 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,921 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,921 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,758 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,758 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,617 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $685,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $220,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $487,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $279,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $279,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $964,891 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $220,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $767,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$323,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $399,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,167,112 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,213,503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,213,503 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,914 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $763,368 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $6,785,902 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,370,969 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,260,780 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,320,287 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,052,602 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,059,908 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,736,695 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,806,259 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,806,259 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $285,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $285,000 | LandBOYAmt |
| Land EOY | $285,000 | LandEOYAmt |
| Land EOYFMV | $336,600 | LandEOYFMVAmt |
| Total Assets BOY | $17,062,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,738,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,687,050 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,062,278 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,738,333 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,062,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,738,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,062,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,738,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,062,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$323,945 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,738,333 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,738,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MANAGED ACCOUNTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2014-12-31 | SoldDt |
| Gross Sales Price | $147,014 | GrossSalesPriceAmt |
| Gain Or Loss | $147,014 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $147,014 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,397 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $147,014 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,043,374 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,252,230 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064199 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $573,247 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,099,216 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037965 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,827 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,501,489 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,232 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,662,003 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023754 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,316 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,369,567 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038199 | DistributionYr5Rt |
| Total Distribution | 0.175158 | TotalDistributionRt |
| Average Distribution | 0.035032 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,441,800 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $611,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,990 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $615,011 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $767,455 | 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 | $3,990 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,990 | SubtotalAmt |
| Tax Based On Investment Income | $3,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,010 | OverpaymentAmt |
| Applied To ES Tax | $6,010 | AppliedToESTaxAmt |
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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD HOFFMAN | IndividualWithBooksNm |
| Phone | 4103447110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6097 | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HOFFMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6097 | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 168.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FOUNDATION TRUST SERVICES LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6097 | AddressLine1Txt |
| Address Line2 | PO BOX 6097 | AddressLine2Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUST SERVICES | ServiceTypeTxt |
| Compensation | $426,909 | CompensationAmt |
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 | $15,493,948 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,885,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $328,433 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,707,411 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,707,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,441,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $872,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $872,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,990 | TotalTaxAmt |
| Distributable Before Adj | $868,100 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $868,100 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $868,100 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $767,455 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $767,455 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,990 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $763,465 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $868,100 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $126,902 | UndistributedIncomePYAmt |
| Qualifying Distributions | $767,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $126,902 | AppliedToYear1Amt |
| Applied To Current Year | $640,553 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $227,547 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| MCDONOGH SCHOOL | |||||||||
| MCDONOGH DCHOOL | 8600 MCDONOGH ROAD | 8600 MCDONOGH ROAD | OWINGS MILLS | MD | 21117 | NONE | 501(C)(3) | RESTRICTED | $12,500 |
| CORNELL UNIVERSITY | |||||||||
| CORNELL UNIVERSITY COLLEGE OF VETERNARY MEDICINE | SHURMAN HALL S1010-BOX 39 | SHURMAN HALL S1010-BOX 39 | ITHACA | NY | 14853 | NONE | 501(C)(3) | RESTRICTED | $30,000 |
| GREENSPRING TENNIS & ENRICHMENT FD | |||||||||
| GREENSPRING TENNIS & ENRICHMENT FD | 10803 FALLS ROAD | 10803 FALLS ROAD | LUTHERVILLE | MD | 21093 | .NONE | 501(C)(3) | UNRESTRICTED | $7,500 |
| UNIVERSITY OF MD MEDICAL SYSTEM | |||||||||
| UNIVERSITY OF MD MEDICAL SYSTEM | 110 S PACA STREET 9TH F | 110 S PACA STREET 9TH F | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | RESTRICTED | $210,400 |
| CATIE CARNES FOUNDATION | |||||||||
| CATIE CARNES FOUNDATION | 1925 BLUE MOUNT RD | 1925 BLUE MOUNT RD | MONKTON | MD | 21111 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| MARYLAND ZOO AT BALTIMORE | |||||||||
| MARYLAND ZOO AT BALTIMORE | 1876 MANSION HOUSE DR | 1876 MANSION HOUSE DR | BALTIMORE | MD | 21217 | NONE | 501(C)(3) | RESTRICTED | $9,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $279,560 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,441 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,108 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$25,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,397 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $603,805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $603,805 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RICHARD HOFFMAN CPA LLC | CategoryTxt |
| Amt | $28,640 | Amt |
| Disbursements Charitable Prps | $28,640 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TOWNHOUSE MALIBU CT | PropertyDesc |
| Acquired | 2012-07-01 | AcquiredDt |
| Cost Or Other Basis | $285,000 | CostOrOtherBasisAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRIMEVEST CORPORATE BONDS | ||
| BRINKER - PIMCO | ||
| FIDELITY CORPORATE BONDS | $2,076,346 | $2,086,531 |
| ABNER HERMAN BROCK CORP BONDS | $2,976,256 | $2,973,377 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AXA ADVISORS BROKERAGE AXXT | $2,857,785 | $3,353,615 |
| BRINKER - TAMARO | ||
| INLAND DIVERSIFIED | ||
| PRIMEVEST EQUITIES | ||
| REAVES UTILITIES | $327,146 | $412,922 |
| CHILTON REIT | $847,888 | $1,041,110 |
| ABNER, HERMAN, BROCK | $249,714 | $266,376 |
| ZACKS INVESTMENT | $1,421,183 | $1,453,014 |
| FIDELITY MANAGED EQUITIES | $1,667,253 | $1,733,743 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AXA ACCUMULATOR ANNUITY | AT COST | $1,700,684 | $1,700,684 |
| AXA EQUITABLE CSV OFFICER'S LIFE | AT COST | $78,810 | $78,810 |
| THE HARTFORD CSV OFFICER'S LIFE | AT COST | $26,765 | $26,765 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $285,000 | CostOrOtherBasisAmt |
| Book Value | $285,000 | BookValueAmt |
| EOYFMV | $336,600 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MEREDITH MARTIN MASON PA | CategoryTxt |
| Legal Fees | $808 | LegalFeesAmt |
| Disbursements Charitable Prps | $808 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 37 MAILBU COURT | |||
| HOA FEES | $3,786 | $3,786 | |
| INSURANCE | $799 | $799 | |
| REAL ESTATE TAXES | $4,585 | $4,585 | |
| REPAIRS | $22,668 | $22,668 | |
| UTILITIES | $5,303 | $5,303 | |
| EXPENSES | |||
| POSTAGE | $596 | $596 | $596 |
| OFFICER'S LIFE INSURANCE COST | $21,922 | $21,922 | $21,922 |
| BANK FEES | $99 | $99 | $99 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $155,418 | $155,418 | |
| FOUNDATION SERVICES | $426,909 | $426,909 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS EXCISE TAX | CategoryTxt |
| Amt | $4,877 | Amt |
| Net Investment Income | $4,877 | NetInvestmentIncomeAmt |