JAMES S AND GAIL P RIEPE CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAMES S AND GAIL P RIEPE CHARITABLE FOUNDATION (EIN 52-6287385)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-29
- IRS object ID
- 201312419349100251
- 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 Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-29T09:54:38-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521003788 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATZ ABOSCH | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9690 DEERECO RD STE 500 | AddressLine1 |
| City | TIMONIUM | City |
| State | MD | State |
| ZIP Code | 21093 | 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 | 526287385 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES S & GAIL P RIEPE CHAR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RIEP | NameControl |
| Phone | 4105475745 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64 | AddressLine1 |
| City | BUTLER | City |
| State | MD | State |
| ZIP Code | 21023 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES RIEPE | Name |
| Title | TRUSTEE | Title |
| Phone | 4105475745 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE M BREWER CPA MST | Name |
| PTIN | P00179523 | PTIN |
| Phone | 4108286432 | Phone |
| Date Prepared | 2013-08-13 | DatePrepared |
| 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 | 20111728 | 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 | 147 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 147 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 631488 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 631488 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1300 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 632935 | TotalRevenueAndExpenses |
| Total Net Investment Income | 631635 | 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 | 11850 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 8950 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2900 | AccountingFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11850 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8950 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2900 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1187365 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1185615 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1199215 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8950 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1188515 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -566280 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 622685 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10130 | CashBOY |
| Cash EOY | 32977 | CashEOY |
| Cash EOYFMV | 32977 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3115272 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3481760 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3481760 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3894289 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3735978 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 16596991 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 7019691 | TotalAssetsBOY |
| Total Assets EOY | 7250715 | TotalAssetsEOY |
| Total Assets EOYFMV | 20111728 | 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 | 7019691 | RetainedEarningsBOY |
| Retained Earnings EOY | 7250715 | RetainedEarningsEOY |
| Total Net Assets BOY | 7019691 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7250715 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7019691 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7250715 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7019691 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -566280 | ExcessOfRevenueOverExpenses |
| Other Increases | 797304 | OtherIncreases |
| Subtotal | 7250715 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7250715 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1361380 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 19944073 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.068260 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1622950 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 18856854 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.086067 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1452159 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16351947 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.088806 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1586462 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 21861926 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.072567 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1821881 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 21126756 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.086236 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.401936 | TotalDistributionRatio |
| Average Distribution Ratio | 0.080387 | AverageDistributionRatio |
| Net Noncharitable Assets | 19552731 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1571785 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6227 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1578012 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1188515 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 12454 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 12454 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 12454 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2132 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 6700 | TaxPaidWithExtension |
| Total Credits And Payments | 8832 | TotalCreditsAndPayments |
| Penalty For Underpayment | 93 | PenaltyForUnderpayment |
| Tax Due | 3715 | TaxDue |
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 | JAMES S RIEPE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4105475745 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 WESTERN RUN RD | AddressLine1 |
| City | COCKEYSVILLE | City |
| State | MD | State |
| ZIP Code | 21030 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES S RIEPE | ||||||||
| 1330 WESTERN RUN RD | COCKEYSVILLE | MD | 21030 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| GAIL P RIEPE | ||||||||
| 1330 WESTERN RUN RD | COCKEYSVILLE | MD | 21030 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CHRISTINA N RIEPE | ||||||||
| PO BOX 3225 | PARK CITY | UT | 84060 | TRUSTEE | 1.00 | 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) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 18770655 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1079833 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 19850488 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 19850488 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 297757 | CashDeemedCharitable |
| Net Noncharitable Assets | 19552731 | NetNoncharitableAssets |
| Minimum Investment Return | 977637 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 977637 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12454 | TaxBasedOnInvestmentIncome |
| Total Tax | 12454 | TotalTax |
| Distributable Amount Before Adj | 965183 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 965183 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 965183 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1188515 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1188515 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1188515 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 965183 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 475198 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 527754 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 641148 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 686617 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 371187 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2701904 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1188515 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 965183 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 223332 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2925236 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 475198 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2450038 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 527754 | ExcessFromYear4 |
| Excess From Year3 | 641148 | ExcessFromYear3 |
| Excess From Year2 | 686617 | ExcessFromYear2 |
| Excess From Year1 | 371187 | ExcessFromYear1 |
| Excess From Current Year | 223332 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES S RIEPE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (72 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ASSOCIATION OF BALTIMORE AREA GRANT MAKERS | ||||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| B & O RAILROAD MUSEUM | ||||||||
| 901 WEST PRATT STREET | BALTIMORE | MD | 21223 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| BALTIMORE COMMUNITY FOUNDATION | ||||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | FUND FOR EDUCATION | $15,000 | |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||||
| 808 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | ANNUAL FUND | $10,000 | |
| BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | IN A NEW LIGHT CAMPAIGN-FREE ADMISSION | $87,700 | |
| BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | IN A NEW LIGHT CAMPAIGN-CONTEMPORARY WING | $100,000 | |
| BALTIMORE SCHOOL FOR THE ARTS | ||||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| BALTIMORE SQUASHWISE | ||||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| BOOTS FOR BALTIMORE | ||||||||
| 5603 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| BOYS AND GIRLS CLUBS OF MARTIN COUNTY | ||||||||
| PO BOX 910 11500 SE LARES AVENUE | HOBE SOUND | FL | 33475 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| CAVES VALLEY GOLF CLUB FOUNDATION INC | ||||||||
| 2910 BLENDON ROAD | OWINGS MILLS | MD | 21117 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| CENTER STAGE | ||||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| PHILIP MERRILL ENVIROMENTAL CENTER | ANNAPOLIS | MD | 21403 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | 6 HERNDON AVE |
| COLBY COLLEGE | ||||||||
| 4345 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||||
| 420 SOUTH CHESTER STREET | BALTIMORE | MD | 21231 | NONE | 501(C)(3) | SCHOLARSHIP PROGRAM | $7,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| FRIENDS OF ANIMALS | ||||||||
| 1841 BROADWAY SUITE 350 | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 | |
| FUEL FUND OF MARYLAND | ||||||||
| 1500 UNION AVENUE SUITE 2400 | BALTIMORE | MD | 21204 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| GARRISON FOREST SCHOOL | ||||||||
| 300 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |
| GILMAN SCHOOL | ||||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |
| HOBE SOUND COMMUNITY CHEST | ||||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |
| HOUSE OF RUTH | ||||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| IRVINE NATURE CENTER | ||||||||
| 11201 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| JUBILEE BALTIMORE INC | ||||||||
| 1228 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| KIEVE-WAVUS EDUCATION INC | ||||||||
| PO BOX 169 | NOBLEBORO | ME | 04555 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| KIPP BALTIMORE | ||||||||
| 4701 GREENSPRING AVENUE | BALTIMORE | MD | 21209 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| LADEW TOPIARY GARDENS | ||||||||
| 3535 JARRETTSVILLE PIKE | MONKTON | MD | 21111 | NONE | 501(C)(3) | GARDEN FESTIVAL SPONSORSHIP | $2,000 | |
| LIVING CLASSROOMS FOUNDATION | ||||||||
| 802 S CAROLINE STREET | BALTIMORE | MD | 21231 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| MARYLAND AGRICULTURAL RESOURCE CENTER | ||||||||
| 1114 SHAWAN ROAD | COCKEYSVILLE | MD | 21030 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| MARYLAND FOOD BANK | ||||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| MARYLAND PUBLIC TELEVISION | ||||||||
| 11767 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| MARYLAND SPCA | ||||||||
| 3300 FALLS ROAD | BALTIMORE | MD | 21211 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| MARYLAND ZOO IN BALTIMORE | ||||||||
| 1876 MANSION HOUSE DRIVE | BALTIMORE | MD | 21217 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| MEALS ON WHEELS OF CENTRAL MARYLAND | ||||||||
| 515 SOUTH HAVEN STREET | BALTIMORE | MD | 21224 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| MUCH LOVE ANIMAL RESCUE | ||||||||
| PO BOX 341721 | LOS ANGELES | CA | 90034 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| PARK CITY COMMUNITY FOUNDATION | ||||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |
| PARKS & PEOPLE FOUNDATION | ||||||||
| 800 WYMAN PARK DRIVE SUITE 010 | BALTIMORE | MD | 21211 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| PAUL'S PLACE OUTREACH CENTER | ||||||||
| 1118 WARD STREET | BALTIMORE | MD | 21230 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| PEOPLE'S HEALTH CLINC | ||||||||
| PO BOX 681558 | PARK CITY | UT | 84068 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| PLANNED PARENTHOOD OF MARYLAND | ||||||||
| 330 N HOWARD STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| PRINCETON DAY SCHOOL | ||||||||
| 650 GREAT ROAD | PRINCETON | NJ | 08540 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| RECYCLE UTAH | ||||||||
| 1951 WOODBINE WAY PO BOX 682998 | PARK CITY | UT | 84068 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 | |
| SANDTOWN HABITAT FOR HUMANITY | ||||||||
| 1300 N FULTON AVENUE | BALTIMORE | MD | 21217 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| ST IGNATIUS LOYOLA ACADEMY | ||||||||
| 740 N CALVERT STREET | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 | |
| ST PATRICK'S EPISCOPAL DAY SCHOOL | ||||||||
| 4700 WHITEHAVEN PARKWAY NW | WASHINGTON | DC | 20007 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| ST THOMAS' EPISCOPAL CHURCH | ||||||||
| 232 ST THOMAS LANE | OWINGS MILLS | MD | 21117 | NONE | 501(C)(3) | GENERAL PURPOSE | $4,000 | |
| ST VINCENT DE PAUL | ||||||||
| 2305 NORTH CHARLES STREET SUITE 300 | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | CAMP ST. VINCENT | $2,500 | |
| THE VALLEYS PLANNING COUNCIL | ||||||||
| 118 W PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |
| THE WALTERS ART MUSEUM | ||||||||
| 600 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| US SKI AND SNOWBOARD FOUNDATION | ||||||||
| 1 VICTORY LANE BOX 100 | PARK CITY | UT | 84060 | NONE | 501(C)(3) | GENERAL PURPOSE | $98,865 | |
| UNITED WAY OF CENTRAL MARYLAND | ||||||||
| 100 SOUTH CHARLES STREET 5TH FLOOR | BALTIMORE | MD | 21203 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |
| UNITED WAY OF CENTRAL MARYLAND | ||||||||
| 100 SOUTH CHARLES STREET 5TH FLOOR | BALTIMORE | MD | 21203 | NONE | 501(C)(3) | OUR DAILY BREAD | $2,500 | |
| UNITED WAY OF CENTRAL MARYLAND | ||||||||
| 100 SOUTH CHARLES STREET 5TH FLOOR | BALTIMORE | MD | 21203 | NONE | 501(C)(3) | PROJECT PLASE, INC. | $2,500 | |
| UNITED WAY OF CENTRAL MARYLAND | ||||||||
| 100 SOUTH CHARLES STREET 5TH FLOOR | BALTIMORE | MD | 21203 | NONE | 501(C)(3) | ACCESS TO HEALTHY FOOD | $10,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STEET 433 FRANKLIN | PHILADELPHIA | PA | 191046205 | NONE | 501(C)(3) | CHAMPIONSHIP RINGS | $5,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STEET 433 FRANKLIN | PHILADELPHIA | PA | 191046205 | NONE | 501(C)(3) | ARTHUR H. RUBENSTEIN ENDOWED SCHOLARSHIP FUND | $479,050 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STEET 433 FRANKLIN | PHILADELPHIA | PA | 191046205 | NONE | 501(C)(3) | PENN MEDICINE FRIENDS FUND | $25,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STEET 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | CHAMPIONS' CLUB FOR FOOTBALL | $5,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STEET 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | PENN FUND | $25,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STEET 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | WHARTON ANNUAL GIVING FUND | $100,000 | BUILDING |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STEET 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | VETERINARY STUDENT SCHOLARSHIP FUND | $25,000 | BUILDING |
| USSGA MEMORIAL FUND | ||||||||
| 88 FIELD POINT RD | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 | |
| WENDT CENTER FOR LOSS AND HEALING | ||||||||
| 4201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20008 | NONE | 501(C)(3) | GENERAL PURPOSE | $3,250 | |
| WOMEN'S HOUSING COALITION | ||||||||
| 119 EAST 25TH STREET | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| WORLD CUP DREAMS FOUNDATION | ||||||||
| 14017 110TH AVE NE | KIRKLAND | WA | 98034 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| WYPR | ||||||||
| 2216 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1187365 | 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 | $147 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $631,488 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERIES OF IRS TAX REFUND | Description |
| Related Or Exempt Function Income | 1300 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $631,635 | ExclusionAmount |
| Related Or Exempt Function Income | 1300 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 632935 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | RECOVERIES OF AMOUNTS PREVIOUSLY INCLUDED ON BOOKS AS IRS INCOME TAX | RelationshipStatement |
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 (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCOUNTING FEES | $2,900 | 0 | 2900 |
| BOOKKEEPING FEES | $8,950 | 8950 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 246,500 SHS T. ROWE PRICE | 2691284 | 16052080 |
| 11,316 SHS TEXAS INSTRUMENTS | 671944 | 349551 |
| 3,000 SHS T. ROWE PRICE | 372750 | 195360 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERIES OF IRS TAX REFUND | Description |
| Revenue And Expenses Per Books | 1300 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 1300 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FMV IN EXCESS OF BASIS FOR CONTRIBUTED STOCK | Description |
| Amount | $797,304 | Amount |