THE THEOPHILUS & MARIE COVER WHITE MEMORIAL FUND: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE THEOPHILUS & MARIE COVER WHITE MEMORIAL FUND (EIN 52-6332718)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-26
- IRS object ID
- 201231179349100513
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-26T12:54:59-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526332718 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE MEMORIAL FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHIT | NameControl |
| Phone | 4127685892 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK 620 LIBERTY AVE NO | AddressLine1 |
| Address Line2 | 10THFL | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN W ALRUTZ | Name |
| Title | ASSISTANT VICE PRESIDENT | Title |
| Phone | 4127685892 | Phone |
| Date Signed | 2012-04-26 | DateSigned |
| 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 | 1050926 | 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 | 21 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 21 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 34858 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 34858 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 85661 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 883682 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 88443 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2493 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 20 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 123033 | TotalRevenueAndExpenses |
| Total Net Investment Income | 123342 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 7890 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 7495 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 395 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 895 | InterestRevAndExpnss |
| Interest Net Invst Incm | 895 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1303 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 24 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 43 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 43 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10831 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8457 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1095 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 46320 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 46320 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 57151 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8457 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 47415 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 65882 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 114885 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 49937 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 19133 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 19133 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 247076 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 403509 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 220638 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 256970 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 82134 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 182587 | InvestmentsOtherBOY |
| Investments Other EOY | 796742 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 774823 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 5388 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 970631 | TotalAssetsBOY |
| Total Assets EOY | 1036513 | TotalAssetsEOY |
| Total Assets EOYFMV | 1050926 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 952587 | CapitalStockBOY |
| Capital Stock EOY | 1018265 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 18044 | RetainedEarningsBOY |
| Retained Earnings EOY | 18248 | RetainedEarningsEOY |
| Total Net Assets BOY | 970631 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1036513 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 970631 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1036513 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 970631 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 65882 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1036513 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1036513 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | 879793 | 797614 | 82179 | 82179 | |
| CLASS ACTION SETTLEMENTS | 2474 | 100 | 2374 | 2374 | P |
| ENTERPRISE PRODUCTS PARTNERSHIP | 1 | 1 | 1 | P | |
| CAPITAL GAINS DIVIDENDS | 3889 | 3889 | 3889 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 88443 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 45786 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1008149 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045416 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 51920 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 943637 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055021 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 78866 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1225733 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064342 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 70727 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1499689 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047161 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 60000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1491326 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040233 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.252173 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050435 | AverageDistributionRatio |
| Net Noncharitable Assets | 1082373 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 54589 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1149 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55738 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 47415 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2298 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2298 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2298 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 800 | TotalCreditsAndPayments |
| Tax Due | 1498 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4127685892 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 7890 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1099022 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | -166 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1098856 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1098856 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16483 | CashDeemedCharitable |
| Net Noncharitable Assets | 1082373 | NetNoncharitableAssets |
| Minimum Investment Return | 54119 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 54119 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2298 | TaxBasedOnInvestmentIncome |
| Total Tax | 2298 | TotalTax |
| Distributable Amount Before Adj | 51821 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 51821 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 51821 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 47415 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 47415 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 47415 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 51821 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 46321 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 47415 | QualifyingDistributions |
| Applied To Year1 | 46321 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1094 | 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 | 50727 | 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 | PNC BANK NA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4127688248 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | GRANT REQUEST TO HOSPITALS FOR BENEFIT OF ELDERLY PERSONS NEEDING MEDICAL ASSISTANCE. | RestrictionsOnAwards |
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 |
|---|---|---|---|---|---|---|---|
| GILCHRIST HOSPICE CARE | |||||||
| 11311 MCCORMICK ROAD | HUNT VALLEY | MD | 21031 | NONE | PUBLIC CHARITY | CARE FOR LOW INCOME ELDERLY PATIENTS WITH TERMINAL D | $9,264 |
| JOHNS HOPKINS HOSPITAL | |||||||
| 4940 EASTERN AVENUE | BALTIMORE | MD | 21224 | NONE | PUBLIC CHARITY | TO COVER UNCOMPENSATED SERVICES PROVIDED TO CITIZENS | $9,264 |
| LIFEBRIDGE HEALTH LEVINDALE | |||||||
| 2434 W BELVEDERE AVENUE | BALTIMORE | MD | 21215 | NONE | PUBLIC CHARITY | PURCHASE EQUIPMENT FOR EAR, NOSE AND THROAT SERVICES | $4,264 |
| LIFEBRIDGE HEALTH NORTHWEST HOSPITAL | |||||||
| 5401 OLD COURT ROAD | RANDALLSTOWN | MD | 21133 | NONE | PUBLIC CHARITY | TO HELP ELDERLY PERSONS IN NEED OF MEDICAL ASSISTANC | $5,000 |
| UNIVERSITY OF MARYLAND MEDICAL | |||||||
| 22 S GREENE STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | TO HELP ELDERLY PERSONS IN NEED OF MEDICAL ASSISTANC | $9,264 |
| UNION MEMORIAL HOSPITAL | |||||||
| 201 EAST UNIVERSITY PKWY | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | TO HELP ELDERLY PERSONS IN NEED OF MEDICAL ASSISTANC | $9,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 46320 | 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 | $21 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34,858 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $90 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $85,661 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| CLASS ACTION PROCEEDS | 14 | $2,399 |
| REFUND OF FOREIGN TAXES WITHHELD | 14 | $4 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $123,033 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 123033 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCK | NameOfStock |
| EOY Book Value | 220638 | EOYBookValue |
| EOYFMV | 256970 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS FIXED | AT COST | 421033 | 410869 |
| MUTUAL FUNDS EQUITY | AT COST | 375709 | 363954 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED PARTNERSHIPS | Description |
| BOY Book Value | 5388 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROCESSING FEE ON FOREIGN DIVIDENDS | Description |
| Revenue And Expenses Per Books | 43 | RevenueAndExpensesPerBooks |
| Net Investment Income | 43 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTION | 90 | 0 | 90 |
| PARTNERSHIP ORDINARY BUSINESS INCOME/LOSS | 16 | ||
| CLASS ACTION PROCEEDS | 2399 | 2399 | |
| REFUND OF FOREIGN TAXES WITHHELD | 4 | 4 | 4 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BALANCE OF FEDERAL EXCISE TAX | $479 | 0 | 0 |
| ESTIMATED FEDERAL EXCISE TAX | $800 | 0 | 0 |
| FOREIGN TAX WITHHELD | $24 | 24 | 0 |