ROBERT W DEUTSCH FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W DEUTSCH FOUNDATION INC (EIN 52-1758252)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-02
- IRS object ID
- 201202769349100505
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-02T13:47:26-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 ROAD SUITE 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521758252 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W DEUTSCH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 4432751144 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE NO 201 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT DEUTSCH | Name |
| Title | PRESIDENT | Title |
| Phone | 4432751144 | Phone |
| Date Signed | 2012-10-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J AGETSTEIN CPA PFS | Name |
| PTIN | P00087380 | PTIN |
| Phone | 4108286432 | Phone |
| Date Prepared | 2012-09-27 | 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 | 83479693 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 70003757 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3124 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3124 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 274519 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 274519 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 281214 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3568937 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 281214 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 70562614 | TotalRevenueAndExpenses |
| Total Net Investment Income | 558857 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 100000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 100000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 54811 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 54811 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 6540 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 6540 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 28830 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 7208 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 21622 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2400 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7200 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 105240 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 86183 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 19057 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 32597 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 10371 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 12061 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 5179 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 41556 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 10389 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 31167 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 59433 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 14858 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 44575 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 89938 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 34453 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 55485 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 533724 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 165862 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 352518 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2227289 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2227289 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2761013 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 165862 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2579807 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 67801601 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 392995 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6579403 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 69032914 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 69032914 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 921586 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 849155 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 889661 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 7272333 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 11959252 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12015409 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 533161 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1346488 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1325819 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 362974 | InvestmentsOtherBOY |
| Investments Other EOY | 319629 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 194524 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 24542 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 6906 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 8162 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 17636 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 17636 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 3730 | OtherAssetsBOY |
| Other Assets EOY | 3730 | OtherAssetsEOY |
| Other Assets EOYFMV | 3730 | OtherAssetsEOYFMV |
| Total Assets BOY | 15681349 | TotalAssetsBOY |
| Total Assets EOY | 83528804 | TotalAssetsEOY |
| Total Assets EOYFMV | 83479693 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 15681349 | UnrestrictedBOY |
| Unrestricted EOY | 83528804 | UnrestrictedEOY |
| Total Net Assets BOY | 15681349 | TotalNetAssetsBOY |
| Total Net Assets EOY | 83528804 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 15681349 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 83528804 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 15681349 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 67801601 | ExcessOfRevenueOverExpenses |
| Other Increases | 47696 | OtherIncreases |
| Subtotal | 83530646 | Subtotal |
| Other Decreases | 1842 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 83528804 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (19 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 3433988 | 3279010 | 154978 | 154978 | |
| K-1 DC MIDSTREAM PARTNERS | 3 | -3 | -3 | P | |
| K-1 OIL TANKING PARTNERS | 1 | -1 | -1 | P | |
| K-1 SPECTRA ENERGY PARTNERS | 21 | -21 | -21 | P | |
| K-1 BOARDWALK PIPLINE PARTNERS | 10 | 10 | 10 | P | |
| K-1 WESTERN GAS PARTNERS | 1 | -1 | -1 | P | |
| K-1 NUSTAR ENERGY | 1 | -1 | -1 | P | |
| K-1 PLAINS ALL AMERICAN PIPLINE | 1 | 1 | 1 | P | |
| K-1 WILLIAMS PARTNERS | 10 | -10 | -10 | P | |
| K-1 COPANO ENERGY | 10 | -10 | -10 | P | |
| K-1 ELPASO PIPELINE PARTNERS | 34 | -34 | -34 | P | |
| K-1 SUNOCO LOGISTICS | 1 | -1 | -1 | P | |
| K-1 BUCKEYE PARTNERS | 14 | -14 | -14 | P | |
| K-1 ONEOK PARTNERS | 25 | -25 | -25 | P | |
| K-1 BROWN VENTURE INVESTORS, LP SERIES 1999-ACM | 8095 | -8095 | -8095 | P | |
| K-1 BROWN VENTURE INVESTORS, LP SERIES 1999-P | 497 | -497 | -497 | P | |
| K-1 BROWN VENTURE PARTNERS | 12932 | 12932 | 12932 | P | |
| K-1 BROWN VENTURE INVESTORS, LP SERIES 1999-CI | 2315 | 2315 | 2315 | P | |
| CAPITAL GAINS DIVIDENDS | 119691 | 119691 | 119691 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 281214 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 496928 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12658020 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.039258 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 503246 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8789884 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057253 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 453680 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8917916 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050873 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 490736 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9765124 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050254 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 543323 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10619861 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051161 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248799 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049760 | AverageDistributionRatio |
| Net Noncharitable Assets | 49999132 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2487957 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3930 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2491887 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2579807 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3930 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3930 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3930 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 11109 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 11109 | TotalCreditsAndPayments |
| Overpayment | 7179 | Overpayment |
| Amount Credited To Next Year | 7179 | 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 | JANE BROWN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4432751144 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE SUITE 201 | AddressLine1 |
| City | TOWSON | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JANE BROWN | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | PRESIDENT/EXECUTIVE DIRECTOR | 40.00 | 50000 | 0 | 0 |
| NEIL DIDRICKSEN | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | CHIEF OPERATING OFFICER | 40.00 | 50000 | 0 | 0 |
| MAC MACLURE | ||||||||
| 5521 RESEARCH PARK DRIVE | BALTIMORE | MD | 21228 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DAVID DEUTSCH | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | 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 | 12480058 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 38280482 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 50760540 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 50760540 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 761408 | CashDeemedCharitable |
| Net Noncharitable Assets | 49999132 | NetNoncharitableAssets |
| Minimum Investment Return | 2499957 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2499957 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3930 | TaxBasedOnInvestmentIncome |
| Total Tax | 3930 | TotalTax |
| Distributable Amount Before Adj | 2496027 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2496027 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2496027 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2579807 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2579807 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3930 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2575877 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2496027 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 368349 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2579807 | QualifyingDistributions |
| Applied To Year1 | 368349 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2211458 | 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 | 284569 | 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
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JANE BROWN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 KENILWORTH DRIVE SUITE 201 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4432751144 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BALTIMORE COLLEGE TOWN NETWORK | |||||||
| PO BOX 11049 | BALTIMORE | MD | 21212 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 |
| BALTIMORE CITY FOUNDATION | |||||||
| 2 EAST READ STREET 9TH FLOOR | BALTIMORE | MD | 21202 | NONE | 501(C)(3) | ACCE ACADEMY SCHOOL | $15,000 |
| CREATIVE CAPITAL FOUNDATION | |||||||
| 65 BLEECKER STREET 7TH FLOOR | NEW YORK | NY | 10012 | NONE | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| JUST VISION INC | |||||||
| 1616 P STREET NW SUITE 340 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | OUTREACH SUPPORT FOR BUDRUS | $50,000 |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | |||||||
| 620 W LEXINGTON STREET 2ND FLOOR | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | PEACE CORPS MASTERS | $332,500 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 2119 MAIN ADMINISTRATION BLDG | COLLEGE PARK | MD | 20742 | NONE | 501(C)(3) | GENERAL PURPOSES | $669,839 |
| UNIVERSITY OF MARYLAND FOUNDATION (UMBC) | |||||||
| 5401 WILKENS AVENUE | CATONSVILLE | MD | 21228 | NONE | 501(C)(3) | IMAGING RESEARCH CENTER | $75,000 |
| WIDE ANGLE MEDIA | |||||||
| 2601 NORTH HOWARD STREET SUITE 160 | BALTIMORE | MD | 21228 | NONE | 501(C)(3) | GENERAL PURPOSES | $17,000 |
| CREATIVE ALLIANCE | |||||||
| 3134 EASTERN AVENUE | BALTIMORE | MD | 21224 | NONE | 501(C)(3) | GENERAL PURPOSES | $173,950 |
| THE PUBLIC LEARNING MEDIA LABORATORY | |||||||
| 64 HAMPSHIRE STREET | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | GENERAL PURPOSES | $10,000 |
| STATION NORTH ARTS AND ENTERTAINMENT | |||||||
| 1800 NORTH CHARLES STREET SUITE 810 | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $132,000 |
| PROTEUS FUND | |||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||
| UC SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | 501(C)(3) | GENERAL PURPOSES | $200,000 |
| GREEN MEDIA TOOLSHED | |||||||
| 1915 I STREET NORTHWEST SUITE 700 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL PURPOSES | $100,000 |
| STEVENS INSTITUTE OF TECHNOLOGY | |||||||
| CASTLE POINT ON HUDSON | HOBOKEN | NJ | 07030 | NONE | 501(C)(3) | GENERAL PURPOSES | $10,000 |
| COPPIN STATE UNIVERSITY FOUNDATION | |||||||
| 2500 WEST NORTH AVENUE | BALTIMORE | MD | 21216 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| FRACTURED ATLAS | |||||||
| 248 W 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL PURPOSES | $25,000 |
| HARBOR CITY SERVICES | |||||||
| 120 ALCO PLACE | BALTIMORE | MD | 21227 | NONE | 501(C)(3) | GENERAL PURPOSES | $10,000 |
| UNIVERSITY OF MARYLAND FOUNDATION (UMBC) | |||||||
| 5401 WILKENS AVENUE | CAMBRIDGE | MD | 21228 | NONE | 501(C)(3) | GENERAL PURPOSES | $75,000 |
| BALTIMORE URBAN DEBATE LEAGUE | |||||||
| 2601 N HAWARD STREET SUITE 150 | BALTIMORE | MD | 21218 | NONE | 501(C)(3) | GENERAL PURPOSES | $15,000 |
| MY SISTERS CIRCLE | |||||||
| PO BOX 84 | TIMONIUM | MD | 21094 | NONE | 501(C)(3) | GENERAL PURPOSES | $7,000 |
| INCENTIVE MENORTING PROGRAM | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | NONE | 501(C)(3) | GENERAL PURPOSES | $50,000 |
| MARYLAND HUMANITIES COUNCIL | |||||||
| 108 WEST CENTRE STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | GENERAL PURPOSES | $15,000 |
| CIVIC WORKS | |||||||
| 2701 ST LO DRIVE | BALTIMORE | MD | 21213 | NONE | 501(C)(3) | GENERAL PURPOSES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2227289 | 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 | $3,124 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $274,519 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $281,214 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $558,857 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 558857 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RWD TECHNOLOGIES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5521 RESEARCH PARK DRIVE | AddressLine1 |
| City | CATONSVILLE | City |
| State | MD | State |
| ZIP Code | 21228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 70000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $9,600 | Amount |
| Net Investment Income | 2400 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7200 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (4 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| FURNITURE | 2010-09-01 | 4378 | 625 | 200DB | 7.000000000000 | 1072 | 0 |
| COMPUTER EQUIPMENT | 2010-08-23 | 5511 | 1102 | 200DB | 5.000000000000 | 1764 | 0 |
| FURNITURE | 2011-06-30 | 10287 | 200DB | 7.000000000000 | 1470 | 0 | |
| OFFICE EQUIPMENT | 2011-06-30 | 4366 | 200DB | 5.000000000000 | 873 | 0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 1346488 | EOYBookValue |
| EOYFMV | 1325819 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 11959252 | EOYBookValue |
| EOYFMV | 12015409 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 793388 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 831362 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 55767 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 58299 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 319629 | BookValue |
| EOYFMV | 194524 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (4 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| FURNITURE | 4378 | 1697 | 2681 |
| COMPUTER EQUIPMENT | 5511 | 2866 | 2645 |
| FURNITURE | 10287 | 1470 | 8817 |
| OFFICE EQUIPMENT | 4366 | 873 | 3493 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $28,830 | Amount |
| Net Investment Income | 7208 | NetInvestmentIncome |
| Disbursements Charitable Prps | 21622 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| UNEMPLOYMENT BOND | 230 | 230 | 230 |
| SECURITY DEPOSIT | 3500 | 3500 | 3500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX DIFFERENCE | Description |
| Amount | $1,842 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSE | 16068 | 0 | 16068 |
| PAYROLL EXPENSES | 12524 | 0 | 12524 |
| INSURANCE | 1550 | 0 | 1550 |
| DUES AND SUBSCRIPTIONS | 13000 | 0 | 13000 |
| IT EXPENSE | 12343 | 0 | 12343 |
| BROWN ADVISORY K-1'S | 34453 | 34453 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $47,696 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | $79,830 | 79830 | 0 |
| CONSULTING FEES | $25,410 | 6353 | 19057 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $12,061 | 0 | 12061 |
| FOREIGN TAXES | $10,371 | 10371 | 0 |
| EXCISE TAX | $10,165 | 0 | 0 |