MARY BETH & MILES REIDY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARY BETH & MILES REIDY FOUNDATION INC (EIN 87-3501966)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202523079349100862
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T14:30:24-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541342298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kositzka Wicks and Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5270 Shawnee Road Suite 250 | AddressLine1Txt |
| City | Alexandria | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22312 | 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 | 873501966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Beth & Miles Reidy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 4439382230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12725 Maryvale Court | AddressLine1Txt |
| City | Ellicott City | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Miles Reidy | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 4439382230 | PhoneNum |
| Signature | 2025-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shelley D Hyde EA | PreparerPersonNm |
| PTIN | P01984187 | PTIN |
| Phone | 7036422700 | PhoneNum |
| 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 | $1,142,093 | 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 | $330,820 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $580 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $580 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $397,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $255,668 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $393,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,453 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,945 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,547 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,547 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,794 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,709 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,709 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265,167 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $310,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,145 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $709,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,070,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,118,418 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,514 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,530 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,530 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,023,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,094,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,142,093 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,023,057 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,094,029 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,023,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,094,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,023,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,094,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,023,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,094,029 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,094,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4.947 shs ARISTOTLE STRATEGIC INCOME FUND CLASS I2 | P | 2023-12-28 | 2024-08-12 | $52 | $52 | $0 | $0 |
| 10.628 shs ARISTOTLE STRATEGIC INCOME FUND CLASS I2 | P | 2024-01-31 | 2024-08-12 | $112 | $111 | $1 | $1 |
| 2232.774 shs ARISTOTLE STRATEGIC INCOME FUND CLASS I2 | P | 2024-02-02 | 2024-08-12 | $23,572 | $23,377 | $195 | $195 |
| 49.972 shs ARISTOTLE STRATEGIC INCOME FUND CLASS I2 | P | 2024-03-28 | 2024-08-12 | $528 | $524 | $4 | $4 |
| 62.252 shs ARISTOTLE STRATEGIC INCOME FUND CLASS I2 | P | 2024-07-31 | 2024-08-12 | $657 | $656 | $1 | $1 |
| 39.295 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2023-12-22 | 2024-08-12 | $384 | $381 | $3 | $3 |
| 39.392 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2024-01-25 | 2024-08-12 | $385 | $378 | $7 | $7 |
| 441.626 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2024-02-28 | 2024-08-12 | $4,319 | $4,219 | $100 | $100 |
| 53.608 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2024-03-21 | 2024-08-12 | $524 | $512 | $12 | $12 |
| 54.394 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2024-06-27 | 2024-08-12 | $532 | $521 | $11 | $11 |
| 6.851 shs ARISTOTLE STRATEGIC INCOME FUND CLASS I2 | P | 2023-10-31 | 2024-08-12 | $72 | $68 | $4 | $4 |
| 54 shs META PLATFORMS INC C L A | D | 2013-07-31 | 2024-02-28 | $26,312 | $1,992 | $24,320 | $24,320 |
| 16 shs META PLATFORMS INC C L A | D | 2013-08-13 | 2024-02-28 | $7,796 | $592 | $7,204 | $7,204 |
| 73 shs META PLATFORMS INC C L A | D | 2013-07-31 | 2024-08-12 | $37,572 | $2,693 | $34,879 | $34,879 |
| 4201.62 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-01-04 | 2024-08-12 | $41,086 | $46,568 | -$5,482 | -$5,482 |
| 10.206 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-01-28 | 2024-08-12 | $100 | $112 | -$12 | -$12 |
| 9.85 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-02-25 | 2024-08-12 | $96 | $105 | -$9 | -$9 |
| 8.08 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-03-25 | 2024-08-12 | $79 | $85 | -$6 | -$6 |
| 9.745 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-04-28 | 2024-08-12 | $95 | $99 | -$4 | -$4 |
| 10.334 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-05-27 | 2024-08-12 | $101 | $105 | -$4 | -$4 |
| 9.225 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-06-23 | 2024-08-12 | $90 | $91 | -$1 | -$1 |
| 11.406 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-07-27 | 2024-08-12 | $112 | $115 | -$3 | -$3 |
| 10.118 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-08-25 | 2024-08-12 | $99 | $101 | -$2 | -$2 |
| 9.873 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-09-29 | 2024-08-12 | $97 | $94 | $3 | $3 |
| 13.826 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-10-28 | 2024-08-12 | $135 | $130 | $5 | $5 |
| 11.488 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-11-18 | 2024-08-12 | $112 | $109 | $3 | $3 |
| 12.691 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2022-12-27 | 2024-08-12 | $124 | $122 | $2 | $2 |
| 13.584 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2023-01-27 | 2024-08-12 | $133 | $134 | -$1 | -$1 |
| 11.205 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2023-02-24 | 2024-08-12 | $110 | $108 | $2 | $2 |
| 13.847 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2023-03-30 | 2024-08-12 | $135 | $134 | $1 | $1 |
| 14.231 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2023-04-27 | 2024-08-12 | $139 | $138 | $1 | $1 |
| 15.192 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2023-05-25 | 2024-08-12 | $149 | $145 | $4 | $4 |
| 15.891 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2023-06-29 | 2024-08-12 | $155 | $152 | $3 | $3 |
| 16.386 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2023-07-27 | 2024-08-12 | $160 | $156 | $4 | $4 |
| 55.361 shs ALPS SMITH TOTAL RETURN BOND FUND CLASS I | P | 2024-07-25 | 2024-08-12 | $541 | $604 | -$63 | -$63 |
| 60 shs ISHARES TR CORE S&P 500 ETF | P | 2022-01-04 | 2024-08-12 | $32,098 | $28,812 | $3,286 | $3,286 |
| 120 shs MASTERCARD INC CL A | D | 2012-09-26 | 2024-02-28 | $57,213 | $5,406 | $51,807 | $51,807 |
| 120 shs MASTERCARD INC CL A | D | 2012-09-26 | 2024-08-12 | $54,535 | $5,406 | $49,129 | $49,129 |
| 625 shs TEMPUR SEALY INTL INC COM | D | 2013-10-15 | 2024-02-28 | $33,299 | $6,203 | $27,096 | $27,096 |
| 151 shs TEMPUR SEALY INTL INC COM | D | 2013-10-15 | 2024-08-12 | $7,467 | $1,499 | $5,968 | $5,968 |
| 488 shs TEMPUR SEALY INTL INC COM | D | 2013-10-16 | 2024-08-12 | $24,131 | $4,786 | $19,345 | $19,345 |
| 28 shs VISA INC COM CL A | D | 2012-09-26 | 2024-02-28 | $7,979 | $935 | $7,044 | $7,044 |
| 48 shs VISA INC COM CL A | D | 2012-11-13 | 2024-02-28 | $13,678 | $1,713 | $11,965 | $11,965 |
| 44 shs VISA INC COM CL A | D | 2013-01-22 | 2024-02-28 | $12,538 | $1,741 | $10,797 | $10,797 |
| Capital Gains Dividends | P | $8,049 | $8,049 | $8,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $255,668 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,686 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,686 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,020 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $44 | EsPenaltyAmt |
| Overpayment | $4,290 | OverpaymentAmt |
| Applied To ES Tax | $4,290 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | Dr Mary Beth Aichelmann-Reidy | IndividualWithBooksNm |
| Phone | 4439382230 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12725 Maryvale Court | AddressLine1Txt |
| City | Ellicott City | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21042 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Dr Mary Beth Aichelmann-Reidy | ||||||||
| 12725 Maryvale Court | Ellicott City | MD | 21042 | President | 1.00 | $0 | $0 | $0 |
| J Miles Reidy | ||||||||
| 12725 Maryvale Court | Ellicott City | MD | 21042 | Vice President | 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 | $893,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,006,949 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,006,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $991,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,686 | TotalTaxAmt |
| Distributable Before Adj | $45,906 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,906 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,906 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,709 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,709 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,906 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $9,217 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $283,915 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $293,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,906 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $259,803 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $552,935 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $552,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,217 | ExcessFromYear2Amt |
| Excess From Year1 | $283,915 | ExcessFromYear1Amt |
| Excess From Current Year | $259,803 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dr Mary Beth Aichelmann-Reidy | ContributingManagerNm |
| Contributing Manager | J Miles Reidy | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Easter Seals | ||||||
| 1420 Spring Street | Silver Spring | MD | 20910 | EOF | To support initiatives which benefit well being of children and adults in local Prince Georges County, MD area. | $300,000 |
| University of Maryland Baltimore Foundation Inc | ||||||
| 220 N Arch St 13th Floor | Baltimore | MD | 21201 | EOF | University of MD Baltimore School of Dentistry; Advance periodontitis patient care for adolescents. | $5,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,709 | 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 | $580 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,205 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,307 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,092 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,092 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Dr Mary Beth Aichelmann-Reidy | ||||||
| 1 | 12725 Maryvale Court | Ellicott City | MD | 21042 | $165,410 | Yes (X) |
| J Miles Reidy | ||||||
| 2 | 12725 Maryvale Court | Ellicott City | MD | 21042 | $165,410 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6.5 SHS BOOKING HLDGS INC COMMON STOCK | $32,824 | 2024-12-18 |
| 1 | 207 SHS TAIWAN SEMICONDUCTOR MFG CO SPONS ADR | $41,316 | 2024-12-18 |
| 1 | 127.5 SHS JPMORGAN & CHASE CO COMMON STOCK | $30,470 | 2024-12-30 |
| 1 | 35 SHS MARTIN MARIETTA MATLS INC COMMON STOCK | $18,268 | 2024-12-30 |
| 1 | 148.5 SHS MATSON INC COMMON STOCK | $20,099 | 2024-12-30 |
| 1 | 66 SHS SHERWIN-WILLIAMS CO COMMON STOCK | $22,433 | 2024-12-30 |
| 2 | 6.5 SHS BOOKING HLDGS INC COMMON STOCK | $32,824 | 2024-12-18 |
| 2 | 207 SHS TAIWAN SEMICONDUCTOR MFG CO SPONS ADR | $41,316 | 2024-12-18 |
| 2 | 127.5 SHS JPMORGAN & CHASE CO COMMON STOCK | $30,470 | 2024-12-30 |
| 2 | 35 SHS MARTIN MARIETTA MATLS INC COMMON STOCK | $18,268 | 2024-12-30 |
| 2 | 148.5 SHS MATSON INC COMMON STOCK | $20,099 | 2024-12-30 |
| 2 | 66 SHS SHERWIN-WILLIAMS CO COMMON STOCK | $22,433 | 2024-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $5,890 | Amt |
| Net Investment Income | $2,945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPS SMITH TOTAL RETURN BOND FUND CLASS I | $88,186 | $88,508 |
| JPMORGAN EQUITY INCOME FUND CLASS I | $38,081 | $39,386 |
| MFS INTERNATIONAL DIVERSIFICATION FUND CLASS I | $37,871 | $37,332 |
| VANGUARD INTERNATIONAL GROWTH FUND | $41,786 | $38,479 |
| ISHARES TR CORE S&P 500 ETF | $73,764 | $95,955 |
| VISA INC COM CL A | $31,268 | $37,925 |
| AQR RISK-BALANCED COMMODITIES STRATEGY FUND CLASS I | $36,088 | $34,873 |
| ARISTOTLE STRATEGIC INCOME FUND CLASS I2 | $98,040 | $98,827 |
| FEDERATED HERMES MDT LARGE-CAP GROWTH FUND CLASS | $59,180 | $74,163 |
| PACER FDS TR US CASH COWS 100 ETF | $104,916 | $113,016 |
| SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF | $16,510 | $18,441 |
| BOOKINGS HOLDINGS INC | $65,650 | $64,589 |
| JPMORGAN CHASE & CO | $60,940 | $61,126 |
| MARTIN MARIETTA MATLS INC | $36,535 | $36,155 |
| MATSON INC | $40,197 | $40,047 |
| SHERWIN-WILLIAMS CO | $44,865 | $44,871 |
| TAIWAN SEMICONDUCTOR MFG CO | $82,633 | $81,761 |
| JOHN HANCOCK BOND FUND CL I | $82,863 | $81,703 |
| TRANSAMERICA SHORT-TERM BOND FUND CLASS I | $30,981 | $31,261 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dividends Receivable | $151 | $972 | $972 |
| Cetera Receivable | $2,363 | $0 | $0 |
| Due to Foundation | $0 | $2,558 | $2,558 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $8,794 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Dr Mary Beth Aichelmann-Reidy | |||
| 12725 Maryvale Court | Ellicott City | MD | 21042 |
| J Miles Reidy | |||
| 12725 Maryvale Court | Ellicott City | MD | 21042 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Taxes | $122 | $122 | $0 | $0 |
| Federal Taxes | $2,425 | $2,425 | $0 | $0 |