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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-01T15:52:54-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEN SAPPERSTEIN & FRIEDLANDER CHRTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 RED BROOK BOULEVARD SUITE 200 | AddressLine1 |
| City | OWINGS MILLS | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521900251 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAVES VALLEY GOLF CLUB FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CAVE | NameControl |
| Phone | 4103561313 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2910 BLENDON ROAD | AddressLine1 |
| City | OWINGS MILLS | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY PALMER | Name |
| Title | ASSISTANT SECRETARY | Title |
| Phone | 4103561313 | Phone |
| Date Signed | 2011-06-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD A FRIEDLANDER CPA | Name |
| Phone | 4105810800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 741292 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 187971 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 571 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 571 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4504 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 29809 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4504 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 193046 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5075 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 647 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 18941 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1281 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19588 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1281 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 44034 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 44034 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 63622 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1281 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 44034 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 129424 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3794 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 567122 | CashBOY |
| Cash EOY | 293085 | CashEOY |
| Cash EOYFMV | 293085 | CashEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 403461 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 448207 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 567122 | TotalAssetsBOY |
| Total Assets EOY | 696546 | TotalAssetsEOY |
| Total Assets EOYFMV | 741292 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 567122 | RetainedEarningsBOY |
| Retained Earnings EOY | 696546 | RetainedEarningsEOY |
| Total Net Assets BOY | 567122 | TotalNetAssetsBOY |
| Total Net Assets EOY | 696546 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 567122 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 696546 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 567122 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 129424 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 696546 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 696546 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| AFLAC INC - 111 SHARES OF COMMON STOCK | 2010-10-06 | 2010-12-10 | 6143 | 5910 | 233 | 233 |
| APPLE COMPUTER INC - 7 SHARES OF COMMON STOCK | 2010-10-06 | 2010-12-20 | 2259 | 2002 | 257 | 257 |
| COACH INCORPORATED - 326 SHARES OF COMMON STOCK | 2010-10-06 | 2010-12-30 | 18064 | 14041 | 4023 | 4023 |
| TRAVELERS INSURANCE - 61 SHARES OF COMMON STOCK | 2010-12-01 | 2010-12-16 | 3343 | 3352 | -9 | -9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4504 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 548782 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.041911 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 31982 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 498956 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.064098 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 22250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 377340 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058965 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 21000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 422957 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049650 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 22000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 476305 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046189 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.260813 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052163 | AverageDistributionRatio |
| Net Noncharitable Assets | 598315 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 31210 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 38 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 31248 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 44034 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 38 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 38 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 38 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 782 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 782 | TotalCreditsAndPayments |
| Overpayment | 744 | Overpayment |
| Amount Credited To Next Year | 744 | 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 Person Name | CAVES VALLEY CLUB INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4103561313 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2910 BLENDON ROAD | AddressLine1 |
| City | OWINGS MILLS | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MR JOHN MACCOLL | ||||||||
| 1727 WESTERN RUN ROAD | COCKEYSVILLE | MD | 21030 | CHAIRMAN | 1.00 | 0 | 0 | 0 |
| MR JAMES A FLICK | ||||||||
| 2910 BLENDON ROAD | OWINGS MILLS | MD | 21117 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| MR STEPHEN OWEN | ||||||||
| DLA PIPER RUDNICK 6225 SMITH AVE | BALTIMORE | MD | 21209 | SECRETARY/ TREASURER | 1.00 | 0 | 0 | 0 |
| NANCY S PALMER | ||||||||
| 2910 BLENDON ROAD | OWINGS MILLS | MD | 21117 | ASSISTANT SECRETARY | 1.00 | 0 | 0 | 0 |
| MR GARY ATTMAN | ||||||||
| 3712 MICHELLE WAY | PIKESVILLE | MD | 21208 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MR STEVEN FADER | ||||||||
| 3112 BLENDON ROAD | OWINGS MILLS | MD | 21117 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MR ANTHONY DEERING | ||||||||
| 2330 W JOPPA ROAD | LUTHERVILLE | MD | 21093 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MR THEO RODGERS | ||||||||
| 1040 PARK AVENUE | BALTIMORE | MD | 21201 | TRUSTEE | 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 | 87662 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 519764 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 607426 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 607426 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9111 | CashDeemedCharitable |
| Net Noncharitable Assets | 598315 | NetNoncharitableAssets |
| Minimum Investment Return | 29916 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29916 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 38 | TaxBasedOnInvestmentIncome |
| Total Tax | 38 | TotalTax |
| Distributable Amount Before Adj | 29878 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29878 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29878 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 44034 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 44034 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 38 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43996 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29878 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 643 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 4159 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7070 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 16084 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 27956 | TotalExcessDistriCarryover |
| Qualifying Distributions | 44034 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 29878 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14156 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 42112 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 42112 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 643 | ExcessFromYear4 |
| Excess From Year3 | 4159 | ExcessFromYear3 |
| Excess From Year2 | 7070 | ExcessFromYear2 |
| Excess From Year1 | 16084 | ExcessFromYear1 |
| Excess From Current Year | 14156 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MR SCOTT M HEAD | |||||||
| 701 N EDGEWOOD STREET | ARLINGTON | VA | 22201 | NONE | N/A | SCHOLARSHIP | $3,500 |
| MR RYAN FITZGERALD | |||||||
| 44 HARPOON ROAD | BERLIN | MD | 21811 | NONE | N/A | SCHOLARSHIP | $1,250 |
| MR NICHOLAS IBELLO | |||||||
| 10 FIREOAK COURT | COCKEYSVILLE | MD | 21030 | NONE | N/A | SCHOLARSHIP | $2,500 |
| MR HUNTER RAMZY | |||||||
| 2 EASTPORT COURT | LUTHERVILLE | MD | 21093 | NONE | N/A | SCHOLARSHIP | $2,500 |
| MR JOHN HIGGENS | |||||||
| 2930 PAPER MILL ROAD | PHOENIX | MD | 21131 | NONE | N/A | SCHOLARSHIP | $2,500 |
| MR JASON CAGE | |||||||
| 519 W PRATT STREET 113 | BALTIMORE | MD | 21201 | NONE | N/A | SCHOLARSHIP | $1,500 |
| MR ANDREW KOLARIK | |||||||
| 13620 BARDON ROAD | PHOENIX | MD | 21131 | NONE | N/A | SCHOLARSHIP | $3,000 |
| MR GUILLERMO SANJUAN | |||||||
| 106 ARTILLERY DRIVE | GETTYSBURG | PA | 17325 | NONE | N/A | SCHOLARSHIP | $3,000 |
| MR JARED FERGUSON | |||||||
| 1505 BRIERHILL ESTATES DRIVE | BEL AIR | MD | 21015 | NONE | N/A | SCHOLARSHIP | $3,000 |
| MR BRETT KELLER | |||||||
| 22 BELLROCK COURT | BALTIMORE | MD | 21236 | NONE | N/A | SCHOLARSHIP | $1,000 |
| SALVATION ARMY BALTIMORE AREA COMMAND | |||||||
| PO BOX 6489 | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | CONTRIBUTION | $20,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 44034 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $571 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,504 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,075 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5075 | 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 (33 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | JOHN LAPORTE | 1910 RUXTON ROAD | TOWSON | MD | 21204 | 10000 | X |
| 2 | GERALD KATZOFF | 1761 YARDLEY-LANGOME ROAD | YARDLEY | PA | 19067 | 5000 | X |
| 3 | MICHAEL BRONFEIN | 11300 JOHN CARROLL ROAD | OWINGS MILLS | MD | 21117 | 5000 | X |
| 4 | JM SCHAPIRO | 123 ST THOMAS LANE | OWINGS MILLS | MD | 21117 | 10000 | X |
| 5 | JOHN MACCOLL | 1727 WESTERN RUN ROAD | COCKEYSVILLE | MD | 21030 | 5000 | X |
| 6 | AF BEST SECURITIES | 101 N FEDERAL HIGHWAY 600 | BOCA RATON | FL | 33432 | 5000 | X |
| 7 | O'NEIL FAMILY FOUNDATION | 12225 CLEGHORN ROAD | COCKEYSVILLE | MD | 21030 | 5000 | X |
| 8 | CONSTELLATION ENERGY | PO BOX 17421 | BALTIMORE | MD | 21203 | 5000 | X |
| 9 | MARTIN RETIREMENT SERVICES | 12 S SUMMIT AVE 320 | GAITHERSBURG | MD | 20877 | 5000 | X |
| 10 | DAVIS FAMILY FOUNDATION | 2008 WEST JOPPA ROAD | LUTHERVILLE | MD | 21093 | 5000 | X |
| 11 | MICHAEL HUDAK | 18 DALEBROOK DRIVE | PHOENIX | MD | 21131 | 5000 | X |
| 12 | JAMES RIEPE FAMILY FOUNDATION | PO BOX 64 | BUTLER | MD | 21023 | 5000 | X |
| 13 | LINEHAM FAMILY FOUNDATION | 515 FAIRMOUNT AVE 400 | TOWSON | MD | 21286 | 5000 | X |
| 14 | JIM FLICK | 1830 IVY POINT COURT | NAPLES | FL | 34109 | 5000 | X |
| 15 | TOM SCHWEIZER | 831 HILLSIDE ROAD | BROOKLANDVILLE | MD | 21022 | 5000 | X |
| 16 | PAUL BEKMAN | 11541 SAINT DAVIDS LANE | LUTHERVILLE | MD | 21093 | 5000 | X |
| 17 | BRIAN ROGERS | 1708 RUXTON ROAD | TOWSON | MD | 21204 | 5000 | X |
| 18 | JIM LUETKEMEYER | 1427 CLARKVIEW ROAD STE 500 | BALTIMORE | MD | 21209 | 5000 | X |
| 19 | STEPHENRENEE BISCIOTTI FOUNDATION | 1 WINNING DRIVE | OWINGS MILLS | MD | 21116 | 5000 | X |
| 20 | MERRIMACK MUTUAL INSURANCE | UNAVAILABLE | ANDOVER | MA | 01810 | 5000 | X |
| 21 | PATRICK KERINS | 1101 BOYCE AVE | RUXTON | MD | 21204 | 5000 | X |
| 22 | BROWN CAPITAL MANAGEMENT | 1201 N CALVERT ST | BALTIMORE | MD | 21202 | 5000 | X |
| 23 | TOM FAZIO | 401 NORTH MAIN STREET 400 | HENDERSON | NC | 28792 | 5000 | X |
| 24 | PNC BANK | UNAVAILABLE | PITTSBURGH | PA | 15222 | 5000 | X |
| 25 | STEVE SIEGFRIED | 900 W VALLEY ROAD 502 | WAYNE | PA | 19087 | 5000 | X |
| 26 | CAREFIRST | 10455 MILL RUN CIRCLE | OWINGS MILLS | MD | 21117 | 5000 | X |
| 27 | BRUCE KAYLE | 60 GREENACRES AVE | SCARSDALE | NY | 10583 | 5000 | X |
| 28 | WILLIAM L VICTORINE Q ADAMS FOUNDAT | 1040 PARK AVE STE 300 | BALTIMORE | MD | 21201 | 5000 | X |
| 29 | ERIC BECKER | 131 REGATTA DRIVE | JUPITER | FL | 33477 | 5000 | X |
| 30 | JERRY DEAN | PO BOX 529 | GLADWYNE | PA | 19035 | 5000 | X |
| 31 | AM LLC | 801 KEY HIGHWAY UNIT 331 | BALTIMORE | MD | 21230 | 5000 | X |
| 32 | GEORGE STAMAS | 11090 TURTLE BEACH ROAD A103 | NORTH PALM BEACH | FL | 33408 | 5000 | X |
| 33 | STEVE FADER | 3112 BLENDON ROAD | OWINGS MILLS | MD | 21117 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $647 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITY MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 403461 | BookValue |
| EOYFMV | 448207 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FUND RAISING EXPENDITURES | 14385 | 0 | 0 |
| INVESTMENT FEES | 1281 | 1281 | 0 |
| OFFICE - G&A | 3275 | 0 | 0 |