STRATEGY STUDIO / PUBLIC DATA EXPLORER

CAVES VALLEY GOLF CLUB FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
CAVES VALLEY GOLF CLUB FOUNDATION INC (EIN 52-1900251)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-07-01
IRS object ID
201111829349100601
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-07-01T15:52:54-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSEN SAPPERSTEIN & FRIEDLANDER CHRTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1300 RED BROOK BOULEVARD SUITE 200AddressLine1
CityOWINGS MILLSCity
StateMDState
ZIP Code21117ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521900251EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CAVES VALLEY GOLF CLUB FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCAVENameControl
Phone4103561313Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12910 BLENDON ROADAddressLine1
CityOWINGS MILLSCity
StateMDState
ZIP Code21117ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameNANCY PALMERName
TitleASSISTANT SECRETARYTitle
Phone4103561313Phone
Date Signed2011-06-16DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD A FRIEDLANDER CPAName
Phone4105810800Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY741292FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss187971ContriReceivedRevAndExpnss
Dividends Rev And Expnss571DividendsRevAndExpnss
Dividends Net Invst Incm571DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss4504NetGainSaleAssetsRevAndExpnss
Gross Sales Price29809GrossSalesPrice
Capital Gain Net Incm Net Invst Incm4504CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses193046TotalRevenueAndExpenses
Total Net Investment Income5075TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss647AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss18941OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm1281OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss19588TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1281TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss44034ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps44034ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss63622TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1281TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps44034TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses129424ExcessOfRevenueOverExpenses
Net Investment Income3794NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY567122CashBOY
Cash EOY293085CashEOY
Cash EOYFMV293085CashEOYFMV
Investments Other BOY0InvestmentsOtherBOY
Investments Other EOY403461InvestmentsOtherEOY
Investments Other EOYFMV448207InvestmentsOtherEOYFMV
Total Assets BOY567122TotalAssetsBOY
Total Assets EOY696546TotalAssetsEOY
Total Assets EOYFMV741292TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY567122RetainedEarningsBOY
Retained Earnings EOY696546RetainedEarningsEOY
Total Net Assets BOY567122TotalNetAssetsBOY
Total Net Assets EOY696546TotalNetAssetsEOY
Total Liabilities Net Assets BOY567122TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY696546TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY567122TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses129424ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal696546Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY696546TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
AFLAC INC - 111 SHARES OF COMMON STOCK2010-10-062010-12-1061435910233233
APPLE COMPUTER INC - 7 SHARES OF COMMON STOCK2010-10-062010-12-2022592002257257
COACH INCORPORATED - 326 SHARES OF COMMON STOCK2010-10-062010-12-30180641404140234023
TRAVELERS INSURANCE - 61 SHARES OF COMMON STOCK2010-12-012010-12-1633433352-9-9
FieldValueIRS element (for citing)
Capital Gain Net Income4504CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year123000QualifyingDistributionsYear1
Noncharitable Assets Year1548782NoncharitableAssetsYear1
Distribution Ratio Year10.041911DistributionRatioYear1
Qualifying Distributions Year231982QualifyingDistributionsYear2
Noncharitable Assets Year2498956NoncharitableAssetsYear2
Distribution Ratio Year20.064098DistributionRatioYear2
Qualifying Distributions Year322250QualifyingDistributionsYear3
Noncharitable Assets Year3377340NoncharitableAssetsYear3
Distribution Ratio Year30.058965DistributionRatioYear3
Qualifying Distributions Year421000QualifyingDistributionsYear4
Noncharitable Assets Year4422957NoncharitableAssetsYear4
Distribution Ratio Year40.049650DistributionRatioYear4
Qualifying Distributions Year522000QualifyingDistributionsYear5
Noncharitable Assets Year5476305NoncharitableAssetsYear5
Distribution Ratio Year50.046189DistributionRatioYear5
Total Distribution Ratio0.260813TotalDistributionRatio
Average Distribution Ratio0.052163AverageDistributionRatio
Net Noncharitable Assets598315NetNoncharitableAssets
Adjusted Noncharitable Assets31210AdjustedNoncharitableAssets
One Percent Net Investment Income38OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One31248AdjNonchrtblAssetsAndOnePct
Qualifying Distributions44034QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax38InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal38Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income38TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment782EstTaxPaymentsAndOverpayment
Total Credits And Payments782TotalCreditsAndPayments
Overpayment744Overpayment
Amount Credited To Next Year744AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameCAVES VALLEY CLUB INCBooksInCareOfPersonName
Books In Care Of Phone Number4103561313BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12910 BLENDON ROADAddressLine1
CityOWINGS MILLSCity
StateMDState
ZIP Code21117ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MR JOHN MACCOLL
1727 WESTERN RUN ROADCOCKEYSVILLEMD21030CHAIRMAN1.00000
MR JAMES A FLICK
2910 BLENDON ROADOWINGS MILLSMD21117PRESIDENT1.00000
MR STEPHEN OWEN
DLA PIPER RUDNICK 6225 SMITH AVEBALTIMOREMD21209SECRETARY/ TREASURER1.00000
NANCY S PALMER
2910 BLENDON ROADOWINGS MILLSMD21117ASSISTANT SECRETARY1.00000
MR GARY ATTMAN
3712 MICHELLE WAYPIKESVILLEMD21208TRUSTEE1.00000
MR STEVEN FADER
3112 BLENDON ROADOWINGS MILLSMD21117TRUSTEE1.00000
MR ANTHONY DEERING
2330 W JOPPA ROADLUTHERVILLEMD21093TRUSTEE1.00000
MR THEO RODGERS
1040 PARK AVENUEBALTIMOREMD21201TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities87662AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances519764AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets607426TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets607426AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9111CashDeemedCharitable
Net Noncharitable Assets598315NetNoncharitableAssets
Minimum Investment Return29916MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return29916MinimumInvestmentReturn
Tax Based On Investment Income38TaxBasedOnInvestmentIncome
Total Tax38TotalTax
Distributable Amount Before Adj29878DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded29878DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted29878DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions44034ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions44034QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm38OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions43996AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted29878DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year4643ExcessDistriCarryoverYear4
Excess Distri Carryover Year34159ExcessDistriCarryoverYear3
Excess Distri Carryover Year27070ExcessDistriCarryoverYear2
Excess Distri Carryover Year116084ExcessDistriCarryoverYear1
Total Excess Distri Carryover27956TotalExcessDistriCarryover
Qualifying Distributions44034QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year29878AppliedToCurrentYear
Remaining Distri From Corpus14156RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus42112TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year42112ExcessDistriCyovToNextYear
Excess From Year4643ExcessFromYear4
Excess From Year34159ExcessFromYear3
Excess From Year27070ExcessFromYear2
Excess From Year116084ExcessFromYear1
Excess From Current Year14156ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
MR SCOTT M HEAD
701 N EDGEWOOD STREETARLINGTONVA22201NONEN/ASCHOLARSHIP$3,500
MR RYAN FITZGERALD
44 HARPOON ROADBERLINMD21811NONEN/ASCHOLARSHIP$1,250
MR NICHOLAS IBELLO
10 FIREOAK COURTCOCKEYSVILLEMD21030NONEN/ASCHOLARSHIP$2,500
MR HUNTER RAMZY
2 EASTPORT COURTLUTHERVILLEMD21093NONEN/ASCHOLARSHIP$2,500
MR JOHN HIGGENS
2930 PAPER MILL ROADPHOENIXMD21131NONEN/ASCHOLARSHIP$2,500
MR JASON CAGE
519 W PRATT STREET 113BALTIMOREMD21201NONEN/ASCHOLARSHIP$1,500
MR ANDREW KOLARIK
13620 BARDON ROADPHOENIXMD21131NONEN/ASCHOLARSHIP$3,000
MR GUILLERMO SANJUAN
106 ARTILLERY DRIVEGETTYSBURGPA17325NONEN/ASCHOLARSHIP$3,000
MR JARED FERGUSON
1505 BRIERHILL ESTATES DRIVEBEL AIRMD21015NONEN/ASCHOLARSHIP$3,000
MR BRETT KELLER
22 BELLROCK COURTBALTIMOREMD21236NONEN/ASCHOLARSHIP$1,000
SALVATION ARMY BALTIMORE AREA COMMAND
PO BOX 6489BALTIMOREMD21230NONEPUBLIC CHARITYCONTRIBUTION$20,284
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year44034TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$571ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$4,504ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$5,075ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA5075TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (33 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1JOHN LAPORTE1910 RUXTON ROADTOWSONMD2120410000X
2GERALD KATZOFF1761 YARDLEY-LANGOME ROADYARDLEYPA190675000X
3MICHAEL BRONFEIN11300 JOHN CARROLL ROADOWINGS MILLSMD211175000X
4JM SCHAPIRO123 ST THOMAS LANEOWINGS MILLSMD2111710000X
5JOHN MACCOLL1727 WESTERN RUN ROADCOCKEYSVILLEMD210305000X
6AF BEST SECURITIES101 N FEDERAL HIGHWAY 600BOCA RATONFL334325000X
7O'NEIL FAMILY FOUNDATION12225 CLEGHORN ROADCOCKEYSVILLEMD210305000X
8CONSTELLATION ENERGYPO BOX 17421BALTIMOREMD212035000X
9MARTIN RETIREMENT SERVICES12 S SUMMIT AVE 320GAITHERSBURGMD208775000X
10DAVIS FAMILY FOUNDATION2008 WEST JOPPA ROADLUTHERVILLEMD210935000X
11MICHAEL HUDAK18 DALEBROOK DRIVEPHOENIXMD211315000X
12JAMES RIEPE FAMILY FOUNDATIONPO BOX 64BUTLERMD210235000X
13LINEHAM FAMILY FOUNDATION515 FAIRMOUNT AVE 400TOWSONMD212865000X
14JIM FLICK1830 IVY POINT COURTNAPLESFL341095000X
15TOM SCHWEIZER831 HILLSIDE ROADBROOKLANDVILLEMD210225000X
16PAUL BEKMAN11541 SAINT DAVIDS LANELUTHERVILLEMD210935000X
17BRIAN ROGERS1708 RUXTON ROADTOWSONMD212045000X
18JIM LUETKEMEYER1427 CLARKVIEW ROAD STE 500BALTIMOREMD212095000X
19STEPHENRENEE BISCIOTTI FOUNDATION1 WINNING DRIVEOWINGS MILLSMD211165000X
20MERRIMACK MUTUAL INSURANCEUNAVAILABLEANDOVERMA018105000X
21PATRICK KERINS1101 BOYCE AVERUXTONMD212045000X
22BROWN CAPITAL MANAGEMENT1201 N CALVERT STBALTIMOREMD212025000X
23TOM FAZIO401 NORTH MAIN STREET 400HENDERSONNC287925000X
24PNC BANKUNAVAILABLEPITTSBURGHPA152225000X
25STEVE SIEGFRIED900 W VALLEY ROAD 502WAYNEPA190875000X
26CAREFIRST10455 MILL RUN CIRCLEOWINGS MILLSMD211175000X
27BRUCE KAYLE60 GREENACRES AVESCARSDALENY105835000X
28WILLIAM L VICTORINE Q ADAMS FOUNDAT1040 PARK AVE STE 300BALTIMOREMD212015000X
29ERIC BECKER131 REGATTA DRIVEJUPITERFL334775000X
30JERRY DEANPO BOX 529GLADWYNEPA190355000X
31AM LLC801 KEY HIGHWAY UNIT 331BALTIMOREMD212305000X
32GEORGE STAMAS11090 TURTLE BEACH ROAD A103NORTH PALM BEACHFL334085000X
33STEVE FADER3112 BLENDON ROADOWINGS MILLSMD211175000X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$647Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemEQUITY MUTUAL FUNDSCategoryOrItem
Listed At Cost Or FMVFMVListedAtCostOrFMV
Book Value403461BookValue
EOYFMV448207EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FUND RAISING EXPENDITURES1438500
INVESTMENT FEES128112810
OFFICE - G&A327500