CAVES VALLEY GOLF CLUB FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CAVES VALLEY GOLF CLUB FOUNDATION INC (EIN 52-1900251)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-06
- IRS object ID
- 201202199349100600
- Schema version
- 2011v1.2
- 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 Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-06T08:49:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521374503 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEN SAPPERSTEIN & FRIEDLANDER CHRTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 RED BROOK BOULEVARD SUITE 200 | AddressLine1 |
| City | OWINGS MILLS | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521900251 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAVES VALLEY GOLF CLUB FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CAVE | NameControl |
| Phone | 4103561313 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2910 BLENDON ROAD | AddressLine1 |
| City | OWINGS MILLS | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A FLICK JR | Name |
| Title | PRESIDENT | Title |
| Phone | 4103561313 | Phone |
| Date Signed | 2012-07-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD A FRIEDLANDER CPA | Name |
| PTIN | P00024186 | PTIN |
| Phone | 4105810800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 744652 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 83061 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 3427 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3427 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2618 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 195213 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2618 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 89106 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6045 | 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 | 2569 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 19405 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5076 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 21974 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5076 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 32284 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 32284 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54258 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5076 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32284 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 34848 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 969 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 293085 | CashBOY |
| Cash EOY | 329034 | CashEOY |
| Cash EOYFMV | 329034 | CashEOYFMV |
| Investments Other BOY | 403461 | InvestmentsOtherBOY |
| Investments Other EOY | 402360 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 415618 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 696546 | TotalAssetsBOY |
| Total Assets EOY | 731394 | TotalAssetsEOY |
| Total Assets EOYFMV | 744652 | 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 | 696546 | RetainedEarningsBOY |
| Retained Earnings EOY | 731394 | RetainedEarningsEOY |
| Total Net Assets BOY | 696546 | TotalNetAssetsBOY |
| Total Net Assets EOY | 731394 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 696546 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 731394 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 696546 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 34848 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 731394 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 731394 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 401 SHS HOME PROPERTIES INC. | 2011-03-25 | 2011-03-28 | 23054 | 22934 | 120 | 120 |
| 60 SHS THE TRAVELERS COS INC. | 2011-12-01 | 2011-12-02 | 3262 | 3337 | -75 | -75 |
| 99 SHS ABAXIS INC. | 2010-10-06 | 2011-03-08 | 2769 | 2315 | 454 | 454 |
| 135 SHS ABAXIS INC. | 2010-10-06 | 2011-12-08 | 3666 | 3156 | 510 | 510 |
| 300 SHS AFLAC INC. | 2010-10-06 | 2011-08-16 | 11209 | 15972 | -4763 | -4763 |
| 111 SHS ANSYS INC. | 2010-10-06 | 2011-12-08 | 6746 | 4618 | 2128 | 2128 |
| 13 SHS APPLE COMPUTER INC. | 2010-10-06 | 2011-10-06 | 4839 | 3902 | 937 | 937 |
| 916 SHS CISCO SYSTEMS INC. | 2010-10-06 | 2011-04-12 | 15877 | 20126 | -4249 | -4249 |
| 340 SHS COVANCE INC. | 2010-10-06 | 2011-03-08 | 19353 | 16007 | 3346 | 3346 |
| 100 SHS FEI COMPANY | 2010-10-06 | 2011-08-08 | 3016 | 2089 | 927 | 927 |
| 268 SHS FEI COMPANY | 2010-10-06 | 2011-11-28 | 10127 | 5600 | 4527 | 4527 |
| 766 SHS GILEAD SCIENCES INC. | 2010-10-06 | 2011-04-12 | 31432 | 27691 | 3741 | 3741 |
| 47 SHS GOLDMAN SACHS GROUP | 2010-10-06 | 2011-09-13 | 4841 | 7190 | -2349 | -2349 |
| 16 SHS GOLDMAN SACHS GROUP | 2010-12-27 | 2011-12-01 | 1510 | 2448 | -938 | -938 |
| 98 SHS GOLDMAN SACHS GROUP | 2010-10-06 | 2011-12-01 | 9246 | 14992 | -5746 | -5746 |
| 634 SHS MERIDIAN BIOSCIENCE INC. | 2010-10-06 | 2011-02-15 | 14081 | 13923 | 158 | 158 |
| 379 SHS ORACLE CORPORATION | 2010-10-06 | 2011-08-09 | 10162 | 10476 | -314 | -314 |
| 230 SHS QUANTA SERVICES INC. | 2011-02-15 | 2011-08-08 | 3787 | 5167 | -1380 | -1380 |
| 160 SHS TRACTOR SUPPLY COMPANY | 2010-10-06 | 2011-05-05 | 9428 | 6456 | 2972 | 2972 |
| 38 SHS TRACTOR SUPPLY COMPANY | 2010-10-06 | 2011-08-10 | 2159 | 1533 | 626 | 626 |
| 66 SHS TRACTOR SUPPLY COMPANY | 2010-10-06 | 2011-11-28 | 4649 | 2663 | 1986 | 1986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2618 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43996 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 598315 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.073533 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 23000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 548782 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041911 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 31982 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 498956 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064098 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 22250 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 377340 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058965 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 21000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 422957 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049650 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.288157 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057631 | AverageDistributionRatio |
| Net Noncharitable Assets | 735924 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 42412 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 42422 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32284 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 19 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 19 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 19 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 744 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 744 | TotalCreditsAndPayments |
| Overpayment | 725 | Overpayment |
| Amount Credited To Next Year | 725 | 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 | 1 | 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 | CAVES VALLEY CLUB INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4103561313 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2910 BLENDON ROAD | AddressLine1 |
| City | OWINGS MILLS | City |
| State | MD | State |
| ZIP Code | 21117 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MR JAMES A FLICK | ||||||||
| 2910 BLENDON ROAD | OWINGS MILLS | MD | 21117 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| MR STEPHEN OWEN | ||||||||
| DLA PIPER RUDNICK 6225 SMITH AVE | BALTIMORE | MD | 21209 | SECRETARY | 1.00 | 0 | 0 | 0 |
| MR GARY ATTMAN | ||||||||
| 3712 MICHELLE WAY | PIKESVILLE | MD | 21208 | TREASURER | 1.00 | 0 | 0 | 0 |
| MR ANTHONY DEERING | ||||||||
| 2330 W JOPPA ROAD | LUTHERVILLE | MD | 21093 | CHAIRMAN | 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 | 401389 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 345742 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 747131 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 747131 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11207 | CashDeemedCharitable |
| Net Noncharitable Assets | 735924 | NetNoncharitableAssets |
| Minimum Investment Return | 36796 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 36796 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 19 | TaxBasedOnInvestmentIncome |
| Total Tax | 19 | TotalTax |
| Distributable Amount Before Adj | 36777 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 36777 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 36777 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32284 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 32284 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 32284 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 36777 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 643 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4159 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 7070 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 16084 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 14156 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 42112 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32284 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32284 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 4493 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 4493 | ExcessDistriCyovAppliedCY |
| Total Corpus | 37619 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 37619 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 309 | ExcessFromYear4 |
| Excess From Year3 | 7070 | ExcessFromYear3 |
| Excess From Year2 | 16084 | ExcessFromYear2 |
| Excess From Year1 | 14156 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MR ANDREW KOLARIK | |||||||
| 13620 BARDON ROAD | PHOENIX | MD | 21131 | NONE | N/A | SCHOLARSHIP | $1,500 |
| MR GUILLERMO SANJUAN | |||||||
| 106 ARTILLERY DRIVE | GETTYSBURG | PA | 17325 | NONE | N/A | SCHOLARSHIP | $3,000 |
| MR SCOTT M HEAD | |||||||
| 701 NORTH EDGEWOOD STREET | ARLINGTON | VA | 22201 | NONE | N/A | SCHOLARSHIP | $3,500 |
| SALVATION ARMY BALTIMORE AREA COMMAND | |||||||
| PO BOX 6489 | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | CONTRIBUTION | $20,284 |
| MR GRAHAM RYKIEL | |||||||
| 307 DIXIE DRIVE | TOWSON | MD | 21204 | NONE | N/A | SCHOLARSHIP | $2,000 |
| MR BEN RASMUSSEN | |||||||
| 2603 LAUREN HILL COURT | FINKSBURG | MD | 21048 | NONE | N/A | SCHOLARSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 32284 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,427 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,618 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $6,045 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6045 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (10 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | AF BEST SECURITIES FOUNDATION | 101 N FEDERAL HIGHWAY 600 | BOCA RATON | FL | 33432 | 5000 | X | |
| 2 | DAVIS FAMILY FOUNDATION | PO BOX 468 | HANOVER | MD | 21076 | 5000 | X | |
| 3 | MICHAEL BRONFEIN | 11300 JOHN CARROLL ROAD | OWINGS MILLS | MD | 21117 | 5000 | X | |
| 4 | PNC BANK | UNAVAILABLE | PITTSBURGH | PA | 15222 | 10000 | X | |
| 5 | MICHAEL SULLIVAN | 10927 E DESERT TROOM LANE | SCOTTSDALE | AZ | 85255 | 5000 | X | |
| 6 | PNC FINANCIAL SERVICES GROUP | UNAVAILABLE | PITTSBURGH | PA | 15222 | 10000 | X | |
| 7 | MICHAEL R LACH | 11440 WOOLINGTON ROAD | GREAT FALLS | VA | 22066 | 5000 | X | |
| 8 | SUNTRUST BANK | PO BOX 4418 | ATLANTA | GA | 30302 | 5000 | X | |
| 9 | LAWRENCE MACKS | 3701 BUTLER ROAD | GLYNDON | MD | 21136 | 22933 | X | |
| 10 | DAVID BANNISTER | 777 FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | 5000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 9 | ContributorNumberFromPartI |
| Noncash Property Description | 401 SHS HOME PROPERTIES INC | NoncashPropertyDescription |
| Fair Market Value | 22933 | FairMarketValue |
| Date Received | 2011-03-28 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,569 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITY MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 402360 | BookValue |
| EOYFMV | 415618 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FUND RAISING EXPENDITURES | 12396 | 0 | 0 |
| INVESTMENT FEES | 5076 | 5076 | 0 |
| OFFICE - G&A | 1933 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | LAWRENCE MACKS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 BUTLER ROAD | AddressLine1 |
| City | GLYNDON | City |
| State | MD | State |
| ZIP Code | 21136 | ZIPCode |