LT THOMAS JOSEPH HILL MEMORIAL FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LT THOMAS JOSEPH HILL MEMORIAL FOUNDATION INC (EIN 52-2136297)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201311299349101566
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T14:54:30-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521756896 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOY MALONE & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 YORK ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522136297 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LT THOM JOSEPH HILL MEMORIAL FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O J ARMSTRONG STOY MALONE & CO PC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LTTH | NameControl |
| Phone | 4108281961 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 YORK ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANEEN M ARMSTRONG | Name |
| Title | TREASURER | Title |
| Phone | 4108281961 | Phone |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOYCE T O'DWYER | Name |
| PTIN | P00152111 | PTIN |
| Phone | 4108281961 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 905049 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 807 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 807 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10059 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10059 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6315 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6343 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6315 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 17181 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17181 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 520 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 50520 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -33339 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17161 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 369059 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 323091 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 323091 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 35051 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 35051 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 42731 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 436441 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 446012 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 352010 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 46667 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 49725 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 54865 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 73308 | InvestmentsOtherBOY |
| Investments Other EOY | 73308 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 132352 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 960526 | TotalAssetsBOY |
| Total Assets EOY | 927187 | TotalAssetsEOY |
| Total Assets EOYFMV | 905049 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 960526 | RetainedEarningsBOY |
| Retained Earnings EOY | 927187 | RetainedEarningsEOY |
| Total Net Assets BOY | 960526 | TotalNetAssetsBOY |
| Total Net Assets EOY | 927187 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 960526 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 927187 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 960526 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -33339 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 927187 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 927187 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| DUKE ENERGY CIL | P | 2012-07-06 | 23 | 28 | -5 | -5 |
| CAPITAL GAINS DIVIDENDS | P | 6320 | 6320 | 6320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6315 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 44887 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 994560 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045133 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 45000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 963973 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046682 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 20000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 856212 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.023359 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 893279 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.012314 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 25000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 898681 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.027819 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.155307 | TotalDistributionRatio |
| Average Distribution Ratio | 0.031061 | AverageDistributionRatio |
| Net Noncharitable Assets | 922975 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 28669 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 172 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 28841 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 172 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 172 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 172 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 419 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 419 | TotalCreditsAndPayments |
| Overpayment | 247 | Overpayment |
| Amount Credited To Next Year | 247 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | J ARMSTRONG STOY MALONE CO PC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4108281961 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 YORK ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KEVIN P HILL | ||||||||
| 1548 CHAPMAN ROAD | CROFTON | MD | 21114 | PRESIDENT, DIRECTOR | 0.30 | 0 | 0 | 0 |
| MICHAEL J HILL | ||||||||
| 4974 DORSEY HALL DRIVE A3 | ELLICOTT CITY | MD | 21042 | VICE PRESIDENT, DIRECTOR | 0.10 | 0 | 0 | 0 |
| JANEEN M ARMSTRONG | ||||||||
| 9710 HICKORYHURST DRIVE | BALTIMORE | MD | 21236 | TREASURER, ASST SECRETARY | 0.50 | 0 | 0 | 0 |
| MARY C PARKER | ||||||||
| 5304 ELSMERE AVE | BETHESDA | MD | 20816 | SECRETARY | 0.20 | 0 | 0 | 0 |
| JOHN P HILL JR | ||||||||
| 2404 SOUTH YANK CIRCLE | LAKEWOOD | CO | 80228 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 568249 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 368781 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 937030 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 937030 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14055 | CashDeemedCharitable |
| Net Noncharitable Assets | 922975 | NetNoncharitableAssets |
| Minimum Investment Return | 46149 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 46149 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 172 | TaxBasedOnInvestmentIncome |
| Total Tax | 172 | TotalTax |
| Distributable Amount Before Adj | 45977 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 45977 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 45977 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 50000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 172 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 49828 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45977 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 47324 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50000 | QualifyingDistributions |
| Applied To Year1 | 47324 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2676 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 43301 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ST JOHN VIANNEY | |||||||
| 105 VIANNEY LANE | PRINCE FREDERICK | MD | 20678 | N/A | 501(C)(3) | UNRESTRICTED | $25,000 |
| ST VINCENT DE PAUL OF BALTIMORE | |||||||
| 2305 N CHARLES STREET STE 300 | BALTIMORE | MD | 21218 | N/A | 501(C)(3) | UNRESTRICTED | $10,000 |
| STEPPING STONES SHELTER INC | |||||||
| PO BOX 712 | ROCKVILLE | MD | 20848 | N/A | 501(C)(3) | UNRESTRICTED | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $807 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,059 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,315 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $17,181 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 17181 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF RETURNS FOR PRIVATE FOUNDATION | Category |
| Amount | $500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | LOOMIS | NameOfBond |
| EOY Book Value | 49725 | EOYBookValue |
| EOYFMV | 54865 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ARES CAPITAL | 35755 | 7385 |
| ADVANTAGE OIL | 13005 | 3888 |
| ENERPLUS | 9347 | 2592 |
| FIRST EAGLE GLOBAL | 59590 | 67258 |
| LONGLEAF PRT | 27745 | 24284 |
| RYDEX | 17459 | 1580 |
| THIRD AVE VALUE FUND | 29852 | 27311 |
| DUKE | 11877 | 14865 |
| MOSYS | 22602 | 12180 |
| DRESSER | 4407 | 11228 |
| PROFUNDS | 22198 | 2755 |
| NTAP | 122910 | 100650 |
| BLACKROCK | 28103 | 34313 |
| SPECTRA | 7897 | 9583 |
| TATA MOTORS | 8265 | 14360 |
| ARTIO INTL | 25000 | 17778 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 35051 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 42731 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CAPITAL LEASE FUNDING | AT COST | 29114 | 18938 |
| STREETRACKS | AT COST | 44194 | 113414 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE CHARGES AND POSTAGE | Description |
| Revenue And Expenses Per Books | 20 | RevenueAndExpensesPerBooks |
| Net Investment Income | 20 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |