The John C Davison Family Charitable: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- The John C Davison Family Charitable (EIN 52-2301648)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-17
- IRS object ID
- 201202619349100750
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-17T15:17:00-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521065079 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mt Royal Management Company LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 W Mount Royal Ave | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212174133 | 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 | 522301648 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The John C Davison Family Charitable | BusinessNameLine1 |
| Business Name Line2 | Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 4107274586 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 W Mount Royal Ave | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212174133 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John C Davison | Name |
| Title | President/Treasurer | Title |
| Phone | 4107274586 | Phone |
| Date Signed | 1927-09-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Beth-Ann Blatnick | Name |
| PTIN | P00097886 | PTIN |
| Phone | 4107274586 | Phone |
| Date Prepared | 2012-09-17 | DatePrepared |
| 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 | 436071 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 80000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 50727 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 50727 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1525 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1525 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3563 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 112305 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3563 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 135815 | TotalRevenueAndExpenses |
| Total Net Investment Income | 55815 | 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 |
| Legal Fees Rev And Expnss | 136 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 136 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2262 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2262 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 100860 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 100100 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 103258 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 102362 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 136 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 117378 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 117378 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 220636 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 102362 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 117514 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -84821 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13543 | CashBOY |
| Cash EOY | 28337 | CashEOY |
| Cash EOYFMV | 28337 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 86889 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6977 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6977 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 420460 | InvestmentsOtherBOY |
| Investments Other EOY | 370707 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 400757 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 520892 | TotalAssetsBOY |
| Total Assets EOY | 406021 | TotalAssetsEOY |
| Total Assets EOYFMV | 436071 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 30050 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 30050 | 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 | 490842 | RetainedEarningsBOY |
| Retained Earnings EOY | 406021 | RetainedEarningsEOY |
| Total Net Assets BOY | 490842 | TotalNetAssetsBOY |
| Total Net Assets EOY | 406021 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 520892 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 406021 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 490842 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -84821 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 406021 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 406021 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| MorganStanley SmithBarney T/C | P | 2011-01-01 | 2011-09-14 | 92073 | 92992 | -919 | -919 |
| MorganStanley SmithBarney T/C | P | 2009-12-16 | 2011-06-15 | 18765 | 15750 | 3015 | 3015 |
| MorganStanley SmithBarney T/C | P | 2011-01-01 | 2011-11-09 | 1400 | 1400 | 1400 | |
| Capital Gains Dividends | P | 67 | 67 | 67 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3563 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 119098 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 566398 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.210273 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 118512 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 583268 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.203186 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 78603 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 610755 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.128698 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 131426 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 651209 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.201818 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 178914 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 664876 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.269094 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.013069 | TotalDistributionRatio |
| Average Distribution Ratio | 0.202614 | AverageDistributionRatio |
| Net Noncharitable Assets | 1087391 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 220321 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 220321 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 117514 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2295 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2295 | TotalCreditsAndPayments |
| Overpayment | 2295 | Overpayment |
| Amount Credited To Next Year | 2295 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4107274586 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 W Mount Royal Ave | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212174133 | 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 |
|---|---|---|---|---|---|---|---|---|
| John C Davison | ||||||||
| 1233 W Mount Royal Ave | Baltimore | MD | 212174133 | President/Treasurer | 5.00 | 0 | 0 | 0 |
| Bernard S Denick | ||||||||
| 1233 W Mount Royal Ave | Baltimore | MD | 212174133 | Secretary | 1.00 | 0 | 0 | 0 |
| Richard Davison | ||||||||
| 1233 W Mount Royal Ave | Baltimore | MD | 212174133 | Director | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 678742 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 425208 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1103950 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1103950 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16559 | CashDeemedCharitable |
| Net Noncharitable Assets | 1087391 | NetNoncharitableAssets |
| Minimum Investment Return | 54370 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 54370 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 54370 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 54370 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 54370 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 117514 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 117514 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 117514 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 54370 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 147842 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 100680 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 50659 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 92325 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 92582 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 484088 | TotalExcessDistriCarryover |
| Qualifying Distributions | 117514 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 54370 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 63144 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 547232 | 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 | 147842 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 399390 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 100680 | ExcessFromYear4 |
| Excess From Year3 | 50659 | ExcessFromYear3 |
| Excess From Year2 | 92325 | ExcessFromYear2 |
| Excess From Year1 | 92582 | ExcessFromYear1 |
| Excess From Current Year | 63144 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John C Davison | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | John C Davison | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 W Mount Royal Ave | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212174133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4107274586 | RecipientPhoneNumber |
| Form And Info And Materials | Letter should include all relevant information about person/organization requesting award, purpose of award, etc. | FormAndInfoAndMaterials |
| Submission Deadlines | There are no submission deadlines. | SubmissionDeadlines |
| Restrictions On Awards | There are no restrictions or limitations on awards. | RestrictionsOnAwards |
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 |
|---|---|---|---|---|---|---|---|
| The Associated | |||||||
| 101 W Mount Royal Ave | Baltimore | MD | 212015781 | n/a | public | religious | $19,878 |
| Bnos Yisroel of Baltimore | |||||||
| 5713 Park Heights Ave | Baltimore | MD | 21215 | n/a | public | educational | $47,500 |
| Joint Distribution Committee - The Taub Center | |||||||
| P O Box 4124 | New York | NY | 10163 | n/a | public | educational | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 117378 | 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 | $50,727 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,525 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,563 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $55,815 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 55815 | 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 (2 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|
| Rosalee Associates LLC | ||||||
| 1 | 1233 W Mount Royal Ave | Baltimore | MD | 212174133 | 40000 | X |
| Weinberg Associates LLC | ||||||
| 2 | 1233 W Mount Royal Ave | Baltimore | MD | 212174133 | 40000 | X |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Investments held at brokerage firm | AT COST | 0 | 0 |
| Other investments | AT COST | 370707 | 400757 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | Category |
| Amount | $136 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 136 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| K-1s nondeductible expenses | 760 | 0 | 0 |
| K-1s ordinary losses | 100022 | 100022 | 0 |
| K-1s portfolio expenses | 78 | 78 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Advances payable | Description |
| BOY Book Value | 30050 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment advisor fees | Category |
| Amount | $2,262 | Amount |
| Net Investment Income | 2262 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |