LINEHAN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LINEHAN FAMILY FOUNDATION INC (EIN 52-1853307)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202523079349100602
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T01:01:28-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WOODWARD SUITE 700 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521853307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINEHAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINE | BusinessNameControlTxt |
| Phone | 4107966131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET STE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EARL L LINEHAN | PersonNm |
| Person Title | SECTY/TREAS | PersonTitleTxt |
| Phone | 4107966131 | PhoneNum |
| Signature | 2025-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER B HALL | PreparerPersonNm |
| PTIN | P00122082 | PTIN |
| Phone | 3133963000 | PhoneNum |
| Preparation | 2025-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,710,711 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,396,122 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $190,543 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,101,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,318,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,101,199 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $45,116 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45,116 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,732,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,336,858 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,167 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,167 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,901 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,901 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,635 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $34,385 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,103 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,282 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $125,145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,639 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,449 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,107 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,107 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $553,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,639 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $450,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,179,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,312,219 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,865 | CashBOYAmt |
| Cash EOY | $258,470 | CashEOYAmt |
| Cash EOYFMV | $258,470 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $703,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $255,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $255,792 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,023,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,608,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,561,629 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $753,896 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $648,896 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $596,130 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $600,387 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $589,744 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,038,690 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,187,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,361,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,710,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,187,108 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,361,502 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,187,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,361,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,187,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,361,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,187,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,179,728 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,366,836 | SubtotalAmt |
| Other Decreases | $2,005,334 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,361,502 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4654.101 BROWN ADVISORY SMALL CAP GROWTH INV | 2023-12-28 | 2024-03-21 | $109,604 | $105,634 | $3,970 | $3,970 | |
| 4900.039 BROWN ADVISORY SMALL CAP GROWTH INV | 2022-01-14 | 2024-03-21 | $115,396 | $125,000 | -$9,604 | -$9,604 | |
| 2459.823 BROWN ADVISORY SM CP FUNDAMENTAL VAL | 2023-12-28 | 2024-06-03 | $75,000 | $72,910 | $2,090 | $2,090 | |
| 6485.084 LAZARD CL LIST INFRASTR INST | 2022-08-18 | 2024-06-03 | $100,000 | $106,977 | -$6,977 | -$6,977 | |
| 25889.936 ARTISAN HIGH INCOME CL INSTL | 2023-12-28 | 2024-08-22 | $234,304 | $225,000 | $9,304 | $9,304 | |
| 7424.806 ARTISAN INTL VALUE FUND INS | 2022-01-14 | 2024-08-22 | $382,081 | $273,140 | $108,941 | $108,941 | |
| 5820.381 BROWN ADVISORY SUSTAINABLE GROWTH | 2023-12-28 | 2024-08-22 | $318,200 | $280,000 | $38,200 | $38,200 | |
| 9357.83 BROWN ADVISORY SUSTAINABLE GROWTH | 2023-03-29 | 2024-08-22 | $511,593 | $210,881 | $300,712 | $300,712 | |
| 8062.628 BROWN ADV GLOBAL LDRS INST | 2023-12-28 | 2024-08-22 | $214,466 | $190,000 | $24,466 | $24,466 | |
| 18243.115 BROWN ADV GLOBAL LDRS INST | 2022-01-14 | 2024-08-22 | $485,267 | $335,980 | $149,287 | $149,287 | |
| 12572.981 BA BEUTEL GOODMAN LARGE CAP VALUE FD INST | 2023-12-28 | 2024-08-22 | $203,054 | $180,000 | $23,054 | $23,054 | |
| 39012.092 BA BEUTEL GOODMAN LARGE CAP VALUE FD INST | 2022-01-14 | 2024-08-22 | $630,045 | $431,076 | $198,969 | $198,969 | |
| 4309.581 BROWN ADVISORY SM CP FUNDAMENTAL VAL | 2023-12-19 | 2024-08-22 | $137,217 | $127,090 | $10,127 | $10,127 | |
| 778.21 BROWN ADVISORY SM CP FUNDAMENTAL VAL | 2021-02-05 | 2024-08-22 | $24,778 | $20,000 | $4,778 | $4,778 | |
| 9484.417 BROWN ADVISORY SM CP FUNDAMENTAL VAL | 2011-12-08 | 2024-08-22 | $301,984 | $131,212 | $170,772 | $170,772 | |
| 4181.031 BROWN ADVISORY SMALL CAP GROWTH INV | 2023-12-19 | 2024-08-22 | $97,753 | $94,366 | $3,387 | $3,387 | |
| 7409.619 BROWN ADVISORY SMALL CAP GROWTH INV | 2008-12-11 | 2024-08-22 | $173,237 | $67,985 | $105,252 | $105,252 | |
| 1138.731 BROWN CAP MGMT SM COMP INST | 2024-03-21 | 2024-08-22 | $82,000 | $81,784 | $216 | $216 | |
| 3783. ISHARES CORE MSCI EMERGING MKTS ETF | 2023-12-28 | 2024-08-22 | $205,634 | $191,011 | $14,623 | $14,623 | |
| 5044. ISHARES CORE MSCI EMERGING MKTS ETF | 2022-11-28 | 2024-08-22 | $274,179 | $234,218 | $39,961 | $39,961 | |
| 7215.007 LAZARD CL LIST INFRASTR INST | 2023-10-06 | 2024-08-22 | $114,863 | $100,000 | $14,863 | $14,863 | |
| 4068.477 LAZARD CL LIST INFRASTR INST | 2022-12-22 | 2024-08-22 | $64,770 | $65,406 | -$636 | -$636 | |
| 2989. MICROSOFT CORP. | 2010-09-24 | 2024-08-22 | $1,264,893 | $67,591 | $1,197,302 | $1,197,302 | |
| 6052. T. ROWE PRICE GROUP INC | 2001-03-22 | 2024-08-22 | $660,774 | $88,072 | $572,702 | $572,702 | |
| 4000. AUTOMATIC DATA PROCESSING INC. | 2012-01-13 | 2024-12-18 | $1,175,780 | $191,956 | $983,824 | $983,824 | |
| 1900. ERIE INDEMNITY CO | 2012-12-12 | 2024-12-18 | $793,852 | $138,643 | $655,209 | $655,209 | |
| 1710. J P MORGAN CHASE & CO | 2013-03-28 | 2024-12-18 | $406,875 | $81,064 | $325,811 | $325,811 | |
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P | |||||
| CAPITAL GAIN DIVIDENDS | $160,596 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,101,199 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,840 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,840 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,840 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,164 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,794 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $74,958 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,118 | OverpaymentAmt |
| Applied To ES Tax | $1,118 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | EARL L LINEHAN | IndividualWithBooksNm |
| Phone | 4107966131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 FAIRMOUNT AVE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DARIELLE D LINEHAN | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | PRESIDENT | 1 | $0 |
| EARL L LINEHAN | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | SECTY/TREAS | 1 | $0 |
| DEBBIE FINNELL | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | ASST SECRETARY | 1 | $0 |
| JOHN D LINEHAN | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | TRUSTEE | 1 | $0 |
| BRENDAN E LINEHAN | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | TRUSTEE | 1 | $0 |
| CHARLES M LINEHAN | ||||||
| 501 FAIRMOUNT AVENUE SUITE 101 | TOWSON | MD | 21286 | TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,952,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $443,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,396,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,396,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,944 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,255,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $462,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $462,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,840 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,840 | TotalTaxAmt |
| Distributable Before Adj | $388,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $388,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $388,927 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $450,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $450,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $388,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $688,408 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $367,770 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,056,178 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $450,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $388,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,629 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,117,807 | 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 | $688,408 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $429,399 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $367,770 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $61,629 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 212014421 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 405 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| MERCY HEALTH FOUNDATION | |||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 212022102 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| BALTIMORE SQUASH WISE | |||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| ST JOHN NEUMANN HIGH SCHOOL | |||||||
| 3000 53RD ST SW | NAPLES | FL | 34116 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| NOTRE DAME PREPARATORY SCHOOL | |||||||
| 815 HAMPTON LANE | TOWSON | MD | 21286 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| HOPEWORKS CAMDEN | |||||||
| 808 MARKET ST 1ST FLOOR | CAMDEN | NJ | 08102 | NONE | PC | PROGRAM SUPPORT | $62,000 |
| BCAN | |||||||
| 1200 W MT ROYAL AVE | BALTIMORE | MD | 21217 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| ST IGNATIUS CHURCH | |||||||
| 740 N CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 420 S CHESTER STREET | BALTIMORE | MD | 21231 | NONE | PC | PROGRAM SUPPORT | $29,857 |
| USSGA MEMORIAL FUND INC | |||||||
| PO BOX 4459 | GREENWICH | CT | 06831 | NONE | PC | PROGRAM SUPPORT | $250 |
| ROCA | |||||||
| 3210 PULASKI HWY | Baltimore | MD | 21224 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| CAVES VALLEY GOLF CLUB FOUNDATION | |||||||
| 2910 BLENDON RD | OWINGS MILLS | MD | 21117 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,107 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,101,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | 900099 | 1 | $38,607 |
| SANDTON CREDIT SOL | 14 | $6,509 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,336,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,336,858 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | EARL L LINEHAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 FAIRMOUNT AVENUE | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,396,122 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,396,122 | FairMarketValueAmt |
| Received | 2024-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,167 | Amt |
| Disbursements Charitable Prps | $1,167 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $648,896 | EOYBookValueAmt |
| EOYFMV | $596,130 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $9,608,600 | EOYBookValueAmt |
| EOYFMV | $9,561,629 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $589,744 | BookValueAmt |
| EOYFMV | $1,038,690 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $20,874 |
| DIFF. OF MV OVER BASIS OF CONTR. ASSETS | $1,984,460 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $13,103 | $13,103 | $0 |
| MISCELLANEOUS EXPENSES | $21,282 | $0 | $21,282 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $38,607 | $38,607 |
| SANDTON CREDIT SOLUTIONS OFFSHORE | $6,509 | $6,509 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES-PRIN | CategoryTxt |
| Amt | $7,901 | Amt |
| Net Investment Income | $7,901 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $23,015 | $0 | $0 |
| QUARTERLY TAX DEPOSIT | $55,042 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,417 | $2,417 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,218 | $1,218 | $0 |