WILLIAM E CROSS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM E CROSS FOUNDATION INC (EIN 20-1220528)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-28
- IRS object ID
- 201511489349100511
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-28T12:38:23-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Linton Shafer Warfield & Garrett PA CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Thomas Johnson Drive | AddressLine1Txt |
| City | Frederick | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21702 | 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 | 201220528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E CROSS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o D LINTON201 THOMAS JOHNSON DR | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD C LINTON | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2015-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN RIPPEON | PreparerPersonNm |
| PTIN | P00050220 | PTIN |
| Phone | 3016629200 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,207,569 | 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 | $36,841 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,102 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,102 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,102 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $442,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $442,679 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $442,679 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $16,665 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $16,665 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $16,665 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $4,298 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,492,678 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,305,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,492,678 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $23,862 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,989,965 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,953,124 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $484,308 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $170,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $170,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,204 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,204 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,442 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,442 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $4,490 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,490 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $56,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,563 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $259,299 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $259,299 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $702,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $702,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $961,299 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $259,299 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $702,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,028,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,693,825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $484,308 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151,800 | CashBOYAmt |
| Cash EOY | $200,816 | CashEOYAmt |
| Cash EOYFMV | $200,817 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $388,045 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $949,563 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $949,563 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $20,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $20,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,051 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $12,599,510 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,025,630 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,035,241 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $130,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,270 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $115,220 | LandBOYAmt |
| Land EOY | $110,730 | LandEOYAmt |
| Other Assets BOY | $5,395 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,897 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,897 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,279,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,308,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,207,569 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,350 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,350 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,350 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,278,620 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,307,286 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,278,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,307,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,279,970 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,308,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,278,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,028,666 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,307,286 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,307,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | 2001-01-01 | 2014-01-01 | $621,805 | $621,805 | $621,805 | |
| SALES FAMILY HERITAGE TRUST COMPANY | P | 2014-01-01 | 2014-01-01 | $8,398 | $1 | $1 | $8,397 |
| SALES FAMILY HERITAGE TRUST COMPANY | P | 2001-01-01 | 2014-01-01 | $47,908 | -$272 | -$272 | $48,180 |
| 1777.747 SHARES EATON VANCE LARGE-CAP | P | 2014-01-01 | 2014-01-10 | $42,684 | $3,343 | $3,343 | $39,341 |
| SALES FIDELITY | P | 2001-01-01 | 2014-01-01 | $1,002,248 | $338,806 | $338,806 | $663,442 |
| SALES UBS | P | 2014-01-01 | 2014-01-01 | $1,976,611 | $20,518 | $20,518 | $1,956,093 |
| SALES UBS | P | 2001-01-01 | 2014-01-01 | $3,605,757 | $508,477 | $508,477 | $3,097,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,492,678 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,862 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $637,429 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,157,674 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04502 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $538,540 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,841,244 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $270,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,936,955 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02476 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,389,718 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00132 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,993 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $156,541 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06384 | DistributionYr5Rt |
| Total Distribution | 0.17687 | TotalDistributionRt |
| Average Distribution | 0.03537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,090,293 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $569,178 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,938 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $586,116 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $702,000 | 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 | $16,938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,938 | SubtotalAmt |
| Tax Based On Investment Income | $16,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,572 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $12,366 | AppliedToEsTaxAmt |
| Total Payments And Credits | $16,938 | TotalPaymentsAndCreditsAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD LINTON CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016635122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 THOMAS JOHNSON DR | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21702 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|
| DONALD C LINTON | |||||||
| 201 THOMAS JOHNSON DRIVE | FREDERICK | MD | 21702 | PRESIDENT/DIRE | 5.00 | $50,400 | $15,000 |
| ARTHUR B BRISKER | |||||||
| 932 HUNGERFORD DRIVE STE 22-A | ROCKVILLE | MD | 20850 | VICE-PRES/DIREC | 5.00 | $50,400 | $15,000 |
| REBECCA LINTON | |||||||
| 201 THOMAS JOHNSON DRIVE | FREDERICK | MD | 21702 | Treasurer/DIREC | 2.00 | $16,900 | $3,000 |
| HAZEL BRISKER | |||||||
| 932 HUNGERFORD DRIVE STE 22-A | ROCKVILLE | MD | 20850 | Secretary/DIREC | 2.00 | $16,900 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,861,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $473,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,335,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $16,335,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $245,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,090,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $804,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $804,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,938 | TotalTaxAmt |
| Distributable Before Adj | $787,577 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $787,577 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $787,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $702,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $702,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,938 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $685,062 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $787,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $698,335 | UndistributedIncomePYAmt |
| Qualifying Distributions | $702,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $698,335 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,665 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $783,912 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD LINTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 THOMAS JOHNSON DRIVE | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3016629200 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING DESCRIPTION OF NON-PROFIT ACTIVITIES AND CHARITABLE STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A NON-PROFIT ENTITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SALVATION ARMY | |||||||
| 223 WEST 5TH STREET | FREDERICK | MD | 21701 | NONE | PC | for program services | $10,000 |
| FANNIN CHRISTIAN CENTER | |||||||
| 2324 E FIRST ST | BLUE RIDGE | GA | 30513 | NONE | PC | for program services | $50,000 |
| FIDOS FOR FREEDOM INC | |||||||
| 1200 SANDY SPRING ROAD 1 | LAUREL | MD | 20707 | NONE | PC | for program services | $2,000 |
| HEARTLY HOUSE INC | |||||||
| PO BOX 857 | FREDERICK | MD | 21705 | NONE | PC | for program services | $10,000 |
| SECOND CHANCE WILDLIFE CENTER INC | |||||||
| 7101 BARCELLONA DRIVE | GAITHERSBURG | MD | 20879 | NONE | PC | for program services | $3,000 |
| THE COMMUNITY FOUNDATION OF FREDERI | |||||||
| 312 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | for program services | $29,000 |
| GAITHERSBURG COMMUNITY SOUP KITCHEN | |||||||
| 201 SOUTH FREDERICK AVENUE | GAITHERSBURG | MD | 20877 | NONE | PC | for program services | $25,000 |
| FREDERICK RESCUE MISSION INC | |||||||
| PO BOX 3389 | FREDERICK | MD | 21705 | NONE | PC | for program services | $17,500 |
| NATIONAL MUSEUM OF CIVIL WAR MEDICI | |||||||
| 48 E PATRICK ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $10,000 |
| ACE MENTOR PROGRAM- FREDERICK AFFIL | |||||||
| 5257 BUCKEYSTOWN PIKE 204 | FREDERICK | MD | 21704 | NONE | PC | for scholarships | $2,500 |
| MANNA FOOD CENTER INC | |||||||
| 9311 GAITHER RD | GAITHERSBURG | MD | 20877 | NONE | PC | for program services | $20,000 |
| ARC OF FREDERICK COUNTY | |||||||
| 620A RESEARCH DRIVE | FREDERICK | MD | 21703 | NONE | PC | for program services | $15,000 |
| BOYS AND GIRLS CLUB OF FREDERICK CO | |||||||
| 413 BURCK ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| BRETHERN DISASTER MINISTRIES | |||||||
| 601 MAIN ST | NEW WINDSOR | MD | 21776 | NONE | PC | for program services | $15,000 |
| BROTHERHOOD OF THE JUNGLE COCK INC | |||||||
| 706 ORCHARD WAY | SILVER SPRING | MD | 20904 | NONE | PC | for program services | $4,000 |
| CASA OF FREDERICK COUNTY | |||||||
| 226 SOUTH JEFFERSON ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| CELEBRATE FREDERICK | |||||||
| 121 NORTH BENTZ ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| MONT CO FAMILY JUSTICE CTR FOUNDATI | |||||||
| PO BOX 10692 | ROCKVILLE | MD | 20849 | NONE | PC | for program services | $15,000 |
| FMH CANCER PATIENT ASSISTANCE FUND | |||||||
| 400 WEST SEVENTH ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $1,000 |
| FRED COMMUNITY COLLEGE FOUNDATION I | |||||||
| 7932 OPPOSSUMTOWN PIKE | FREDERICK | MD | 21702 | NONE | PC | for program services | $10,000 |
| MENTAL HEALTH ASSOCIATION | |||||||
| 226 SOUTH JEFFERSON ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $10,000 |
| FREDERICK MEMORIAL HOSPITAL | |||||||
| 400 WEST PATRICK ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $10,000 |
| HABITAT FOR HUMANITY OF FRED CO MD | |||||||
| 2 EAST CHURCH ST 3RD FLR | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| HUMANE SOCIETY OF WASHINGTON COUNTY | |||||||
| 13011 MAUGANSVILLE RD | HAGERSTOWN | MD | 21740 | NONE | PC | for program services | $2,000 |
| INTERFAITH HOUSING ALLIANCE | |||||||
| 731 NORTH MARKET ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| JOHNS HOPKINS UNIVERISTY HOSPITAL | |||||||
| 600 NORTH WOLFE ST | BALTIMORE | MD | 21287 | NONE | PC | for program services | $10,000 |
| MISSION OF MERCY | |||||||
| 22 SOUTH MARKET ST SUITE 6D | FREDERICK | MD | 21701 | NONE | PC | for program services | $10,000 |
| THE MONOCACY FOUNDATION | |||||||
| 620B RESEARCH CT | FREDERICK | MD | 21703 | NONE | EOF | for program services | $2,500 |
| MONTGOMERY HOSPICE | |||||||
| 1355 PICCARD DR SUITE 100 | GAITHERSBURG | MD | 20850 | NONE | PC | for program services | $15,000 |
| NEELSVILLE PRESBYTERIAN CHURCH | |||||||
| 20701 NORTH FREDERICK RD | GERMANTOWN | MD | 20876 | NONE | PC | for program services | $10,000 |
| OPERATION HOMEFRONT INC | |||||||
| 45975 NOKES BLVD | STERLING | VA | 20166 | NONE | PC | for program services | $3,000 |
| REHOBETH BEACH MAIN STREET INC | |||||||
| PO BOX 50 | REHOBETH BEACH | DE | 19971 | NONE | PC | for program services | $5,000 |
| SECOND CHANCES GARAGE INC | |||||||
| 528 NORTH MARKET ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $4,000 |
| ST MARTIN'S PANTRY | |||||||
| 201 SOUTH FREDERICK AVE | GAITHERSBURG | MD | 20877 | NONE | PC | for program services | $7,500 |
| UNIVERSITY OF BALTIMORE FOUNDATION | |||||||
| 1130 NORTH CHARLES ST | BALTIMORE | MD | 21201 | NONE | PC | for program services | $5,000 |
| AMERICA'S VETDOGS | |||||||
| 371 EAST MAIN STREET | SMITHTOWN | NY | 11787 | NONE | PC | for program services | $10,000 |
| THE WOMEN'S GIVING CIRCLE OF FRED C | |||||||
| 312 EAST CHURCH ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| ADVOCATES FOR HOMELESS FAMILIES INC | |||||||
| 216 ABRECHT PLACE | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| BEEBE MEDICAL FOUNDATION | |||||||
| 902 SAVANNAH RD | LEWES | DE | 19958 | NONE | PC | for program services | $11,000 |
| BERNIE SCHOLARSHIP AWARDS PROGRAM | |||||||
| PO BOX 2514 | ROCKVILLE | MD | 20847 | NONE | PC | for program services | $5,000 |
| COMMUNITY LIVING INC | |||||||
| 620-B RESEARCH CT | FREDERICK | MD | 21703 | NONE | PC | for program services | $10,000 |
| FAHRNEY-KEEDY HOME AND VILLAGE | |||||||
| 8507 MAPLEVILLE RD | BOONSBORO | MD | 21713 | NONE | PC | for program services | $5,000 |
| FAMILIES PLUS INC | |||||||
| 35 EAST CHURCH ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| FMH HURWITZ BREAST CANCER FUND | |||||||
| 400 WEST SEVENTH ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| FRED CO 4H THERAPEUTIC RIDING PROGR | |||||||
| 11515 ANGLEBERGER RD | THURMONT | MD | 21788 | NONE | PC | for program services | $5,000 |
| THE FREDERICK CHORALE INC | |||||||
| PO BOX 3009 | FREDERICK | MD | 21705 | NONE | PC | for program services | $2,000 |
| FREDERICK COMMUNITY ACTION AGENCY | |||||||
| 100 SOUTH MARKET STREET | FREDERICK | MD | 21701 | NONE | PC | for program services | $10,000 |
| FREDERICKTOWNE PLAYERS INC | |||||||
| 306 EAST PATRICK ST | FREDERICK | MD | 21702 | NONE | PC | for program services | $2,000 |
| GALE RECOVERY INC | |||||||
| 608 EAST PATRICK STREET | FREDERICK | MD | 21701 | NONE | PC | for program services | $2,000 |
| GOODWILL INDUSTRIES OF MONOCACY VAL | |||||||
| 400 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | for program services | $10,000 |
| HABITAT FOR HUMANITY METRO MARYLAND | |||||||
| 9110 GAITHER RD | GAITHERSBURG | MD | 20877 | NONE | PC | for program services | $5,000 |
| HEBREW HOME OF GREATER WASHINGTON | |||||||
| 6121 MONTROSE RD | ROCKVILLE | MD | 20852 | NONE | PC | for program services | $10,000 |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | PC | for program services | $10,000 |
| HOUSE OF RUTH | |||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | NONE | PC | for program services | $5,000 |
| THE MD SCHOOL FOR THE DEAF FOUNDATI | |||||||
| PO BOX 250 | FREDERICK | MD | 21705 | NONE | PC | for program services | $2,500 |
| MONTGOMERY MULTIPLE SCLEROSIS CTR I | |||||||
| ONE MONTERRA COURT | ROCKVILLE | MD | 20850 | NONE | PC | for program services | $4,500 |
| MONTGOMERY COLLEGE FOUNDATION | |||||||
| 40 WEST GUDE DR SUITE 220 | ROCKVILLE | MD | 20850 | NONE | PC | for program services | $20,000 |
| HOUSING AUTHORITY OF THE CITY OF FR | |||||||
| 209 MADISON STREET | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| SALVATION ARMY-MONTGOMERY COUNTY | |||||||
| 20021 AIRCRAFT DRIVE | GERMANTOWN | MD | 20874 | NONE | PC | for program services | $10,000 |
| UNITING TO SAVE ANIMALS INC | |||||||
| PO BOX 1064 | FREDERICK | MD | 21702 | NONE | PC | for program services | $2,000 |
| USO OF METROPOLITAN WASHINGTON-BALT | |||||||
| 228 MCNAIR ROAD | FORT MYER | VA | 22211 | NONE | PC | for program services | $5,000 |
| VICTIMS' RIGHTS FOUNDATION | |||||||
| 814 WEST DIAMOND AVE STE 200 | GAITHERSBURG | MD | 20878 | NONE | PC | for program services | $5,000 |
| WOMEN WHO CARE MINISTRIES | |||||||
| 19634 CLUB HOUSE RD | MONTGOMERY VILLAGE | MD | 20886 | NONE | PC | for program services | $5,000 |
| YMCA OF FREDERICK COUNTY | |||||||
| 1000 NORTH MARKET STREET | FREDERICK | MD | 21701 | NONE | PC | for program services | $6,000 |
| ARTS FOR THE AGING | |||||||
| 12320 Parklawn Drive | Rockville | MD | 20852 | NONE | PC | for program services | $5,000 |
| DAYBREAK ADULT DAY SERVICES INC | |||||||
| 7819 ROCKY SPRINGS RD | FREDERICK | MD | 21702 | NONE | PC | for program services | $5,000 |
| DOWNTOWN FREDERICK PARTNERSHIP | |||||||
| 19 EAST CHURCH STREET | FREDERICK | MD | 21701 | NONE | PC | for program services | $5,000 |
| EASALS IN FREDERICK | |||||||
| PO BOX 3087 | FREDERICK | MD | 21705 | NONE | PC | for program services | $1,500 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANTIE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | for program services | $5,500 |
| HEARTS HOMES INC | |||||||
| 3919 NATIONAL DRIVE STE 400 | BURTONSVILLE | MD | 20866 | NONE | PC | for program services | $5,000 |
| LITERACY COUNCIL OF FREDERICK CO MD | |||||||
| 110 EAST PATRICK ST | FREDERICK | MD | 21701 | NONE | PC | for program services | $1,000 |
| FRIENDS OF MEALS ON WHEELS OF FRED | |||||||
| 1440 TANEY AVE | FREDERICK | MD | 21702 | NONE | PC | for program services | $5,000 |
| SOPHIE AND MADIGAN'S PLAYGROUND | |||||||
| PO BOX 1628 | FREDERICK | MD | 21702 | NONE | PC | for program services | $5,000 |
| ALL SAINT'S PARISH THRIFT SHOP | |||||||
| 20673 COASTAL HIGHWAY | REHOBETH BEACH | DE | 19971 | NONE | PC | for program services | $4,000 |
| CAMP REHOBOTH | |||||||
| 37 BALTIMORE AVE | REHOBOTH BEACH | DE | 19971 | NONE | PC | for program services | $3,000 |
| CATHOLIC CHARITIES | |||||||
| 4235 MICHIGAN AVE LINK | FORT MYERS | FL | 33919 | NONE | PC | for program services | $3,000 |
| CENTER FOR THE ARTS BONITA SPRINGS | |||||||
| 26100 OLD US 41 RD | BONITA SPRINGS | FL | 34135 | NONE | PC | for program services | $5,000 |
| THE CLEAR SPACE THEATRE COMPANY | |||||||
| 20 BALTIMORE AVE | REHOBOTH BEACH | DE | 19971 | NONE | PC | for program services | $900 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | NONE | PC | for program services | $5,000 |
| FREDERICK COMMUNITY COLLEGE | |||||||
| 7932 OPOSSUMTOWN PIKE | FREDERICK | MD | 21702 | NONE | PC | for program services | $1,000 |
| THE RELIGOUS COALITION | |||||||
| 27 DEGRANGE STREET | FREDERICK | MD | 21701 | NONE | PC | for program services | $15,000 |
| GOODWILL INDUSTRIES OF ROCKVILLE | |||||||
| 4816 BOILING BROOK PARKWAY | ROCKVILLE | MD | 20852 | NONE | PC | for program services | $5,000 |
| IMMOKALEE FRIENDSHIP HOUSE | |||||||
| 602 WEST MAIN ST | IMMOKALEE | FL | 34142 | NONE | PC | for program services | $5,000 |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 6123 MONTROSE RD | ROCKVILLE | MD | 20852 | NONE | PC | for program services | $5,000 |
| JSSA HOSPICE | |||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | NONE | PC | for program services | $5,000 |
| KLINE HOSPICE HOUSE | |||||||
| PO BOX 1799 | FREDERICK | MD | 21702 | NONE | PC | for program services | $5,000 |
| MARYLAND SHERIFF'S YOUTH RANCH | |||||||
| 7902 FINGERBOARD RD | FREDERICK | MD | 21704 | NONE | PC | for program services | $3,600 |
| MCPAW | |||||||
| 9613 EDLWICK WAY | POTOMAC | MD | 20854 | NONE | PC | for program services | $5,000 |
| MEALS ON WHEELS OF LEWES REHOBOTH I | |||||||
| 32409 LEWES GEORGETOWN HIGHWAY | LEWES | DE | 19958 | NONE | PC | for program services | $3,000 |
| NAPLES CHIRLDREN EDUCATION FOUNDATI | |||||||
| 4305 EXCHANGE AVE | NAPLES | FL | 34104 | NONE | PC | for program services | $8,500 |
| POPLAR SPRINGS ANIMAL SANCTUARY | |||||||
| 15200 M NEBO ROAD | POOLESVILLE | MD | 20837 | NONE | PC | for program services | $3,000 |
| PATTY POLLATOS FUND | |||||||
| 11102 EAGLETRACE CT | NEW MARKET | MD | 21774 | NONE | PC | for program services | $12,000 |
| PROVIDENCE UNITED METHODIST CHURCH | |||||||
| 3716 KEMPTOWN CHURCH RD | MONROVIA | MD | 21770 | NONE | PC | for program services | $5,000 |
| THE SALVATION ARMY NAPLES | |||||||
| 3180 ESTEY AVE | NAPLES | FL | 34104 | NONE | PC | for program services | $5,000 |
| ST JOHN'S LUTHERAN CHRUCH | |||||||
| 8619 BLACKS MILL RD | THURMONT | MD | 21788 | NONE | PC | for program services | $5,000 |
| ST MATTHEWS HOUSE | |||||||
| 2001 AIRPORT PULLING RD S | NAPLES | FL | 34112 | NONE | PC | for program services | $5,000 |
| WEINBURG CENTER FOR THE ARTS | |||||||
| 20 WEST PATRICK STREET | FREDERICK | MD | 21701 | NONE | PC | for program services | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $702,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,102 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,679 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $4,298 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,492,678 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $448,079 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,492,678 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,940,757 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | gain on sale of invested stocks, bonds and other marketable securities provided for additional contributions and grants to organizations that request assistance. | RelationshipStatementTxt |
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 | WILLIAM CROSS CHARITABLE REMAINDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 THOMAS JOHNSON DRIVE | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $36,841 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,204 | Amt |
| Net Investment Income | $7,204 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CONDO | PropertyDesc |
| Acquired | 2010-09-18 | AcquiredDt |
| Cost Or Other Basis | $123,500 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $14,780 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.0364 | Rt |
| Current Year Expense | $4,490 | CurrentYearExpenseAmt |
| Net Investment Income | $4,490 | NetInvestmentIncomeAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $20,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $20,051 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED-VARIOUS INVESTMENT ACCOUNTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $13,025,630 | BookValueAmt |
| EOYFMV | $15,035,241 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Buildings | $123,500 | $19,270 | $104,230 |
| Land | $6,500 | $6,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME RECEIVABLE | $4,045 | $547 | $547 |
| SECURITY DEPOSIT | $1,350 | $1,350 | $1,350 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $74 | $74 |
| Board of Directors' Meeting Exp. | $719 | $719 |
| BROKER FEES | $46,169 | $46,169 |
| Insurance | $1,533 | $1,533 |
| Office Expense | $191 | $191 |
| Rental Expenses | $7,877 | $7,877 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $1,350 | BOYBookValueAmt |
| EOY Book Value | $1,350 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $5,014 | $5,014 |
| FOREIGN TAXES | $5,131 | $5,131 |
| PAYROLL TAXES | $10,297 | $10,297 |