PLANK FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PLANK FAMILY FOUNDATION (EIN 26-1300940)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201521349349100407
- 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 Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T08:06:47-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521374503 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEN SAPPERSTEIN & FRIEDLANDER CHRTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 RED BROOK BLVD SUITE 200 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261300940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CUPID FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUPI | BusinessNameControlTxt |
| Phone | 4104546472 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 HULL STREET NO 220 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS GEDDES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4104546472 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A FRIEDLANDER CPA | PreparerPersonNm |
| PTIN | P00024186 | PTIN |
| Phone | 4105810800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,202,711 | 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 | $10,650,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,045 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,045 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $755,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $755,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,244,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,712,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,244,435 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,683 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,683 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,690,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,039,419 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,583 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,917 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,905 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,905 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $385 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $385 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $131,807 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $122,344 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $723 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $264,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,949,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,949,205 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,213,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,949,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,476,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,837,872 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $305,780 | CashEOYAmt |
| Cash EOYFMV | $305,780 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,955 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $25,403,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,927,673 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,453,310 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,121 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,138 | LandBOYAmt |
| Land EOY | $1,415 | LandEOYAmt |
| Land EOYFMV | $1,415 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,383,291 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,367,251 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,429,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,693,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,202,711 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,500,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,000,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,500,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,000,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $22,929,213 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,693,114 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,929,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,693,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,429,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,693,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,929,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,476,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,641 | OtherIncreasesAmt |
| Subtotal | $47,425,213 | SubtotalAmt |
| Other Decreases | $10,732,099 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,693,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE EXHIBIT I - PG 2 OF 3 | P | $6,978,255 | $7,077,263 | -$99,008 | -$99,008 |
| SEE EXHIBIT I - PG 3 OF 3 | P | $3,349,388 | $3,269,069 | $80,319 | $80,319 |
| SEE EXHIBIT I - PG 3 OF 3 | P | $5,032,823 | $4,274,402 | $758,421 | $758,421 |
| SEE EXHIBIT II - PG 1 OF 12 | P | $31,574 | $27,988 | $3,586 | $3,586 |
| SEE EXHIBIT II - PG 9 OF 12 | P | $416,055 | $261,195 | $154,860 | $154,860 |
| SEE EXHIBIT II - PG 12 OF 12 | P | $117,146 | $43,265 | $73,881 | $73,881 |
| SEE EXHIBIT III - PG 11 OF 22 | P | $2,229,035 | $2,089,181 | $139,854 | $139,854 |
| SEE EXHIBIT III - PG 21 OF 22 | P | $1,340,795 | $1,033,741 | $307,054 | $307,054 |
| SEE EXHIBIT III - PG 22 OF 22 | P | $82,914 | $47,151 | $35,763 | $35,763 |
| SEE EXHIBIT IV - PG 2 OF 2 | P | $3,380,641 | $3,344,457 | $36,184 | $36,184 |
| SEE EXHIBIT V - PG 2 OF 2 | P | $20,567,368 | $20,567,368 | $20,567,368 | |
| EXHIBIT I - DISALLOWED LOSS - PG 2 OF 3 | P | $988 | $988 | $988 | |
| EXHIBIT III - DISALLOWED LOSS - PG 11 OF 22 | P | $10,274 | $10,274 | $10,274 | |
| EXHIBIT III - DISALLOWED LOSS - PG 21 OF 22 | P | $8,379 | $8,379 | $8,379 | |
| CAPITAL GAINS DIVIDENDS | P | $166,512 | $166,512 | $166,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,244,435 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,468,257 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,132,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.127185 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,929,665 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,297,483 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.184513 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,512,809 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,822,903 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095609 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $959,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,457,042 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.101469 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $839,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,429,117 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099536 | DistributionYr5Rt |
| Total Distribution | 0.608312 | TotalDistributionRt |
| Average Distribution | 0.121662 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $41,111,797 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,001,743 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $228,379 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,230,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,949,205 | 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 | $228,379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $228,379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $228,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $94,160 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $134,221 | 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 |
| Individual With Books | AMY LARKIN EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 4104546472 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 HULL STREET SUITE 220 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEVIN A PLANK | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DESIREE JACQUELINE PLANK | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS J SIPPEL | ||||||||
| 98 CHURCH ST | ROCKVILLE | MD | 20850 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY S LARKIN | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | DIRECTOR | 20.00 | $54,583 | $0 | $0 |
| THOMAS GEDDES | ||||||||
| 1010 HULL STREET SUITE 220 | BALTIMORE | MD | 21230 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,704,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,033,388 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,737,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,737,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $626,068 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,111,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,055,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,055,590 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228,379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228,379 | TotalTaxAmt |
| Distributable Before Adj | $1,827,211 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,827,211 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,827,211 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,949,205 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,949,205 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $228,379 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,720,826 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,827,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $422,455 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $491,921 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $911,154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,992,213 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,899,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,717,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,949,205 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,827,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,121,994 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,839,700 | 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 | $422,455 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,417,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $491,921 | ExcessFromYear4Amt |
| Excess From Year3 | $911,154 | ExcessFromYear3Amt |
| Excess From Year2 | $2,992,213 | ExcessFromYear2Amt |
| Excess From Year1 | $2,899,963 | ExcessFromYear1Amt |
| Excess From Current Year | $7,121,994 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY LARKIN EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 HULL STREET SUITE 220 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4104546472 | RecipientPhoneNum |
| Form And Info And Materials | SUBMITTING A LETTER OF REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOOMER ESIASON FOUNDATION | |||||||
| 200B ARMSTRONG ROAD | GARDEN CITY PARK | NY | 11040 | NONE | 501(C)3 | FUNDING RESEARCH FOR CYSTIC FIBROSIS | $150,000 |
| CAL RIPKEN SR FOUNDATION | |||||||
| 1427 CLARKVIEW ROAD SUITE 100 | BALTIMORE | MD | 21209 | NONE | 501(C)3 | FUNDING FOR PATTERSON PARK FIELD AND YOUTH PROGRAMS | $500,000 |
| COLLEGE FOOTBALL HALL OF FAME | |||||||
| 233 PEACHTREE ROAD NE SUITE 1400 | ATLANTA | GA | 30303 | NONE | 501(C)3 | FUNDING FOR COLLEGE FOOTBALL HALL OF FAME | $200,000 |
| JOHNNY HOLIDAY SCHOLARSHIP CLASSIC | |||||||
| 5034 WISCONSIN AVENUE SUITE 250 | WASHINGTON | DC | 20016 | NONE | 501(C)3 | FUNDING FOR SOCIAL WELFARE | $5,000 |
| MAPLEWOOD ATHLETIC ASSOCIATION | |||||||
| 6181 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | NONE | 501(C)3 | FUNDING FOR ATHLETIC PROGRAMS | $5,000 |
| NATIONAL FOOTBALL FOUNDATION | |||||||
| PO BOX 9821 | BALTIMORE | MD | 21284 | NONE | 501(C)3 | ANNUAL GIVING CAMPAIGN | $3,000 |
| PORT DISCOVERY | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | 501(C)3 | ANNUAL DONATION | $2,500 |
| ST JOHNS COLLEGE HIGH SCHOOL | |||||||
| 2607 MILITARY ROAD NW | WASHINGTON | DC | 20015 | NONE | 501(C)3 | FUNDING FOR TECHNOLOGY ADVANCEMENT & SPORTS PROGRAMS | $1,500,000 |
| ST PAULS SCHOOL | |||||||
| 11152 FALLS ROAD PO BOX 8100 | BROOKLANDVILLE | MD | 21022 | NONE | 501(C)3 | FUNDING FOR EDUCATIONAL PROGRAMS | $60,000 |
| UNIVERSITY OF MARYLAND | |||||||
| 2707 COMCAST CENTER | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | FUNDING FOR ATHLETIC PROGRAMS | $150,000 |
| ST JOSEPH'S CATHOLIC CHURCH | |||||||
| 11007 MONTGOMERY ROAD | BELTSVILLE | MD | 20705 | NONE | 501(C)3 | FUNDING FOR RELIGIOUS PROGRAMS | $5,000 |
| CAL RIPKEN SR FOUNDATION - BANNER FIELD PROJECT | |||||||
| 1427 CLARKVIEW ROAD SUITE 100 | BALTIMORE | MD | 21209 | NONE | 501(C)3 | IMPROVEMENTS TO RECREATION FACILITY | $761,807 |
| LATROBE PARK PROJECT | |||||||
| 1599 LATROBE PARK TERRACE | BALTIMORE | MD | 21230 | NONE | 501(C)3 | IMPROVEMENTS TO PLAYGROUND | $220,898 |
| DC 2024 | |||||||
| 11911 FREEDOM DRIVE SUITE 710 | RESTON | VA | 20190 | NONE | 501(C)3 | FUNDING FOR PLANS TO BID FOR 2024 OLYMPICS | $125,000 |
| MARCH OF DIMES | |||||||
| 175 WEST OSTEND STREET SUITE C-2 | BALTIMORE | MD | 21230 | NONE | 501(C)3 | FUNDING FOR RESEARCH AND PROGRAMS | $50,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 4570 VAN MUNCHING HALL | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | FUNDING FOR COLE FIELD HOUSE | $5,000,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 4570 VAN MUNCHING HALL | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | FUNDING FOR ATHLETIC SCHOLARSHIP | $10,000 |
| UMCP FOUNDATION G WILLIAMS SCHOOL | |||||||
| 4603 CALVERT ROAD | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | FUNDING FOR GENERAL PROGRAMS | $1,000 |
| UNIVERSITY OF MARYLAND | |||||||
| 4570 VAN MUNCHING HALL | COLLEGE PARK | MD | 207421815 | NONE | 501(C)3 | CUPID'S CUP 2014 | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,949,205 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,045 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $755,256 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,683 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,244,435 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,683 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,029,736 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,039,419 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KEVIN A PLANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 930 GREENSPRING VALLEY ROAD | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,650,600 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 180,000 SHARES UNDER ARMOUR, INC. | NoncashPropertyDesc |
| Fair Market Value | $10,650,600 | FairMarketValueAmt |
| Received | 2014-06-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,400 | Amt |
| Net Investment Income | $10,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FIRE SAFE CABINET | 2008-04-25 | $1,500 | $650 | 200DB | 7.000000000000 | $67 | $0 |
| FURNITURE | 2010-04-06 | $4,386 | $1,508 | 200DB | 7.000000000000 | $196 | $0 |
| FURNITURE | 2010-06-15 | $655 | $225 | 200DB | 7.000000000000 | $29 | $0 |
| FURNITURE | 2010-06-15 | $3,289 | $1,130 | 200DB | 7.000000000000 | $147 | $0 |
| FILING CABINET | 2010-06-10 | $2,656 | $913 | 200DB | 7.000000000000 | $119 | $0 |
| COMPUTER | 2010-07-07 | $2,203 | $911 | 200DB | 5.000000000000 | $127 | $0 |
| SIGN | 2010-07-16 | $847 | $291 | 200DB | 7.000000000000 | $38 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS PRIMARY HEDGE FUNDS - PRIMARY ACCOUNT | AT COST | $224,113 | $16,094 |
| GS LSV NON-US EQUITY 030-29396-3 | AT COST | $500,000 | $465,084 |
| GS VONTOBEL NON-US EQUITY 030-29397-1 | AT COST | $500,000 | $547,368 |
| GS SOUTHERNSUN SMALL CAP CORE - 030-29399-7 | AT COST | $841,242 | $853,716 |
| GS SNOW ALL CAP VALUE - 030-29402-9 | AT COST | $922,950 | $949,225 |
| GS GOV/CORP FIXED INCOME - 030-29407-8 | AT COST | $4,090,365 | $4,162,936 |
| GS PRIMARY FIXED INCOME | AT COST | $20,765,376 | $20,425,323 |
| GS PRIMARY US EQUITY | AT COST | $3,256,066 | $3,498,056 |
| GS PRIMARY NON US EQUITY | AT COST | $2,977,561 | $2,675,675 |
| GS PRIMARY TACTICAL EXPOSURES | AT COST | $2,850,000 | $2,859,833 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FIRE SAFE CABINET | $1,500 | $1,467 | $33 |
| FURNITURE | $4,386 | $3,897 | $489 |
| FURNITURE | $655 | $582 | $73 |
| FURNITURE | $3,289 | $2,922 | $367 |
| FILING CABINET | $2,656 | $2,360 | $296 |
| COMPUTER | $2,203 | $2,140 | $63 |
| SIGN | $847 | $753 | $94 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT PROPERTY- 6315 33RD STREET NW | $0 | $1,363,650 | $1,347,610 |
| DEFERRED ASSET - DISALLOWED LOSS | $0 | $19,641 | $19,641 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS OF FMV OF CONTRIBUTED ASSETS OVER DONOR'S BASIS | $10,650,600 |
| ADJUSTMENT FOR PRIOR YEARS' BOND PREMIUM AMORTIZATION | $81,499 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE FEES | $917 | $183 | $0 |
| INSURANCE | $4,668 | $0 | $0 |
| OFFICE SUPPLIES | $67 | $13 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $9,683 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,683 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,683 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISALLOWED LOSS - 2014 WASH SALES | Desc |
| Amt | $19,641 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $56,905 | Amt |
| Net Investment Income | $56,905 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,201 | $840 | $0 |
| FOREIGN TAXES PAID | $11,424 | $11,424 | $0 |
| REAL ESTATE TAXES | $6,102 | $0 | $0 |
| PRIOR YEAR TAX BALANCE | $15,920 | $15,920 | $0 |
| CURRENT YEAR ESTIMATED TAX PAYMENTS | $94,160 | $94,160 | $0 |