ROUBEN AND VIOLET JIJI FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROUBEN AND VIOLET JIJI FOUNDATION (EIN 33-1027441)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-05
- IRS object ID
- 201431259349100533
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-05T13:08:38-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD M HOFFMAN CPA LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 DULANEY VALLEY RD STE 610 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 212042685 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331027441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROUBEN & VIOLET FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROUB | BusinessNameControlTxt |
| Phone | 4103447110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6097 | AddressLine1 |
| City | LUTHERVILLE | City |
| State | MD | State |
| ZIP Code | 21093 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HOFFMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4103447110 | PhoneNum |
| Signature | 2014-05-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD HOFFMAN CPA | PreparerPersonNm |
| PTIN | P00290482 | PTIN |
| Phone | 4103447110 | PhoneNum |
| Preparation | 2014-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,292,916 | 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 | $536,034 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $266,192 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $228,490 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $234,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,901 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $12,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$12,595 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $576,705 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $576,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $576,705 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,625,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,052,096 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $348,426 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $348,426 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $348,426 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,850 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,850 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,295 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,292 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,292 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,604 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $161,604 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,086 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $7,913 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,913 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,982 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,493 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $575,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $564,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $387,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $660,277 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $660,277 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,235,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $564,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,048,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $390,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $487,706 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,630,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,167,112 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,167,112 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,914 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,914 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $997,026 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $763,368 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $724,934 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,930,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,785,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,633,705 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,214,811 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,320,287 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,026,556 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,609,604 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,736,695 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,736,695 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $285,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $285,000 | LandBOYAmt |
| Land EOY | $285,000 | LandEOYAmt |
| Total Assets BOY | $16,671,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,062,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,292,916 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,671,985 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,062,278 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,671,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,062,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,671,985 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,062,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,671,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $390,293 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,062,278 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,062,278 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MANAGED EQUITY & BOND ACCTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-01-01 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $506,763 | GrossSalesPriceAmt |
| Gain Or Loss | $506,763 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $506,763 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $576,705 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $506,763 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $573,247 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,099,216 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037965 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,827 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,501,489 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.011041 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,232 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,662,003 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023754 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,316 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,369,567 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038199 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,394,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032252 | DistributionYr5Rt |
| Total Distribution | 0.143211 | TotalDistributionRt |
| Average Distribution | 0.028642 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,252,230 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $465,496 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,877 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $470,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,048,251 | 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 | $4,877 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,877 | SubtotalAmt |
| Tax Based On Investment Income | $4,877 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,914 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,914 | TotalPaymentsAndCreditsAmt |
| Tax Due | $963 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD HOFFMAN | IndividualWithBooksNm |
| Phone | 4103447110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6097 | AddressLine1 |
| City | LUTHERVILLE | City |
| State | MD | State |
| ZIP Code | 21093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HOFFMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6097 | AddressLine1 |
| City | LUTHERVILLE | City |
| State | MD | State |
| ZIP Code | 21093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $348,426 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,939,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,479,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,080,909 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,499,726 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,499,726 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $247,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,252,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $812,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $812,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,877 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,877 | TotalTaxAmt |
| Distributable Before Adj | $807,735 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $807,735 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $807,735 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,048,251 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,048,251 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,877 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,043,374 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $807,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $367,418 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,048,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $367,418 | AppliedToYear1Amt |
| Applied To Current Year | $680,833 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $126,902 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| MCDONOGH SCHOOL | |||||||||
| MCDONOGH DCHOOL | 8600 MCDONOGH ROAD | 8600 MCDONOGH ROAD | OWINGS MILLS | MD | 21117 | NONE | 501(C)(3) | RESTRICTED | $5,000 |
| CORNELL UNIVERSITY | |||||||||
| CORNELL UNIVERSITY COLLEGE OF VETERNARY MEDICINE | SHURMAN HALL S1010-BOX 39 | SHURMAN HALL S1010-BOX 39 | ITHACA | NY | 14853 | NONE | 501(C)(3) | RESTRICTED | $25,000 |
| GREENSPRING TENNIS & ENRICHMENT FD | |||||||||
| GREENSPRING TENNIS & ENRICHMENT FD | 10803 FALLS ROAD | 10803 FALLS ROAD | LUTHERVILLE | MD | 21093 | .NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| UNIVERSITY OF MD MEDICAL SYSTEM | |||||||||
| UNIVERSITY OF MD MEDICAL SYSTEM | 110 S PACA STREET 9TH F | 110 S PACA STREET 9TH F | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | RESTRICTED | $559,750 |
| CASEY CARES FOUNDATION | |||||||||
| CASEY CARES FOUNDATION | 3918 VERO RD STE C | 3918 VERO RD STE C | BALTIMORE | MD | 21227 | NONE | 501(C)(3) | RESTRICTED | $10,000 |
| CATIE CARNES FOUNDATION | |||||||||
| CATIE CARNES FOUNDATION | 1925 BLUE MOUNT RD | 1925 BLUE MOUNT RD | MONKTON | MD | 21111 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 |
| MARYLAND ZOO AT BALTIMORE | |||||||||
| MARYLAND ZOO AT BALTIMORE | 1876 MANSION HOUSE DR | 1876 MANSION HOUSE DR | BALTIMORE | MD | 21217 | NONE | 501(C)(3) | RESTRICTED | $6,247 |
| BALTIMORE CITY FOUNDATION | |||||||||
| BALTIMORE CITY FOUDATION | 10 N CALVERT ST | 10 N CALVERT ST | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | RESTRICTED | $46,500 |
| HORTICULTURAL SOCIETY OF BALTIMORE | |||||||||
| HORTICULTURAL SOCIETY OF BALTIMORE | PO BOX 4213 | PO BOX 4213 | LUTHERVILLE | MD | 21093 | NONE | 501(C)(3) | UNRESTRICTED | $280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $660,277 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,192 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,901 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$12,595 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $576,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,065,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,065,203 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | ESTATE OF VIOLET JIJI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 288 | AddressLine1 |
| City | RIDERWOOD | City |
| State | MD | State |
| ZIP Code | 21139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $536,034 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HANDWERGER, CARDEGNA, FUNKHOUSER | CategoryTxt |
| Amt | $7,295 | Amt |
| Net Investment Income | $7,292 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,292 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HOFFMAN | PersonNm |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TOWNHOUSE MALIBU CT | PropertyDesc |
| Acquired | 2012-07-01 | AcquiredDt |
| Cost Or Other Basis | $285,000 | CostOrOtherBasisAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRIMEVEST CORPORATE BONDS | $2,091,495 | $2,079,253 |
| BRINKER - PIMCO | $3,228,792 | $2,947,303 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AXA ADVISORS BROKERAGE AXXT | $2,576,711 | $3,024,983 |
| BRINKER - TAMARO | $1,026,105 | $1,336,030 |
| INLAND DIVERSIFIED | $200,000 | $200,000 |
| PRIMEVEST EQUITIES | $1,651,294 | $1,669,907 |
| LOCKWOOD UTILITIES | $307,758 | $366,757 |
| CHILTON REIT | $774,033 | $786,633 |
| ABNER, HERMAN, BROCK | $250,001 | $249,395 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $763,368 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $724,934 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AXA ACCUMULATOR ANNUITY | AT COST | $1,665,042 | $1,665,042 |
| AXA EQUITABLE CSV OFFICER'S LIFE | AT COST | $52,370 | $52,370 |
| THE HARTFORD CSV OFFICER'S LIFE | AT COST | $19,283 | $19,283 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $285,000 | CostOrOtherBasisAmt |
| Book Value | $285,000 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MEREDITH MARTIN MASON PA | CategoryTxt |
| Legal Fees | $1,850 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 37 MAILBU COURT | |||
| HOA FEES | $3,786 | $3,786 | |
| INSURANCE | $780 | $780 | |
| REAL ESTATE TAXES | $4,379 | $4,379 | |
| REPAIRS | $10,115 | $10,115 | |
| UTILITIES | $5,535 | $5,535 | |
| EXPENSES | |||
| OFFICE EXPENSES | $115 | $115 | |
| POSTAGE | $991 | $991 | |
| OFFICER'S LIFE INSURANCE COST | $21,387 | $21,387 | $21,387 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $161,604 | Amt |
| Net Investment Income | $161,604 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS EXCISE TAX | CategoryTxt |
| Amt | $1,086 | Amt |
| Net Investment Income | $1,086 | NetInvestmentIncomeAmt |