ROBERT W DEUTSCH FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W DEUTSCH FOUNDATION INC (EIN 52-1758252)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-11
- IRS object ID
- 201112849349100651
- Schema version
- 2010v3.4
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-11T08:11:21-05:00 | 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 | 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 | 2010-01-01 | 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 | 2011-09-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J AGETSTEIN CPA PFS | Name |
| Phone | 4108286432 | Phone |
| Date Prepared | 2011-09-21 | DatePrepared |
| 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 | 16559013 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 295 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 295 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 137341 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 137341 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -69158 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2756661 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2553 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2553 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 6071031 | TotalRevenueAndExpenses |
| Total Net Investment Income | 140189 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 54199 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 54199 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 6784 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 6784 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 29163 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 5000 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 24163 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3000 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 44000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 44000 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 9638 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3424 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 4214 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1727 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 13857 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 2000 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 11857 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20229 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5018 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15211 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 183597 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 60442 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 119428 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 377500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 377500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 561097 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 60442 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 496928 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5509934 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 79747 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1399208 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6579403 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6579403 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 307856 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 921586 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 955269 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2151576 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7272333 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8210650 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 260362 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 533161 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 560175 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 5891920 | InvestmentsOtherBOY |
| Investments Other EOY | 362974 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 241624 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 9889 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1727 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 0 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 8162 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 8162 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 230 | OtherAssetsBOY |
| Other Assets EOY | 3730 | OtherAssetsEOY |
| Other Assets EOYFMV | 3730 | OtherAssetsEOYFMV |
| Total Assets BOY | 10011152 | TotalAssetsBOY |
| Total Assets EOY | 15681349 | TotalAssetsEOY |
| Total Assets EOYFMV | 16559013 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 10011152 | UnrestrictedBOY |
| Unrestricted EOY | 15681349 | UnrestrictedEOY |
| Total Net Assets BOY | 10011152 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15681349 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10011152 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15681349 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10011152 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5509934 | ExcessOfRevenueOverExpenses |
| Other Increases | 160342 | OtherIncreases |
| Subtotal | 15681428 | Subtotal |
| Other Decreases | 79 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15681349 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2748715 | 2804180 | -55465 | -55465 |
| CAPITAL GAIN DISTRIBUTIONS | P | 4771 | 4771 | 4771 | |
| K-1 BROWN VENTURE INVESTORS, LP SERIES 1999-ACM | P | 6978 | -6978 | -6978 | |
| K-1 BROWN VENTURE INVESTORS, LP SERIES 1999-P | P | 3175 | 3175 | 3175 | |
| K-1 BROWN VENTURE INVESTORS, LP SERIES 1999-CI | P | 1 | -1 | -1 | |
| FROM K-1 - BROWN VENTURE PARTNERS | P | 14660 | -14660 | -14660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -69158 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 503246 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8789884 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.057253 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 453680 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8917916 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050873 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 490736 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9765124 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050254 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 543323 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10619861 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051161 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 438178 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8566559 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051150 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.260691 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052138 | AverageDistributionRatio |
| Net Noncharitable Assets | 12658020 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 659964 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 797 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 660761 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 496928 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1595 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1595 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1595 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 583 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3000 | TaxPaidWithExtension |
| Total Credits And Payments | 3583 | TotalCreditsAndPayments |
| Penalty For Underpayment | 17 | PenaltyForUnderpayment |
| Overpayment | 1971 | Overpayment |
| Amount Credited To Next Year | 1971 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT DEUTSCH | ||||||||
| 5521 RESEARCH PARK DRIVE | BALTIMORE | MD | 21228 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| MAC MACLURE | ||||||||
| 5521 RESEARCH PARK DRIVE | BALTIMORE | MD | 21228 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JANE BROWN | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | EXECUTIVE DIRECTOR | 40.00 | 54199 | 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 | 9075312 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3775470 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12850782 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12850782 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 192762 | CashDeemedCharitable |
| Net Noncharitable Assets | 12658020 | NetNoncharitableAssets |
| Minimum Investment Return | 632901 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 632901 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1595 | TaxBasedOnInvestmentIncome |
| Total Tax | 1595 | TotalTax |
| Distributable Amount Before Adj | 631306 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 631306 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 631306 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 496928 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 496928 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 496928 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 631306 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 233971 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 496928 | QualifyingDistributions |
| Applied To Year1 | 233971 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 262957 | 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 | 368349 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT DEUTSCH | ContributingManager |
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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | |||||||
| 2119 MAIN ADMINISTRATION BLDG | COLLEGE PARK | MD | 20742 | NONE | PUBLIC | NANO BIO PROJECT | $150,000 |
| UNIVERSITY OF MARYLAND FOUNDATION (UMBC) | |||||||
| 5401 WILKENS AVENUE | CATONSVILLE | MD | 21228 | NONE | PUBLIC | IMAGING RESEARCH CENTER | $150,000 |
| KIPP - BALTIMORE | |||||||
| 4701 GREENSPRING AVENUE ROOM 115 | BALTIMORE | MD | 21209 | NONE | PUBLIC | SUPPORT FOR SCIENCE TEACHER | $10,000 |
| CREATIVE CAPITAL FOUNDATION | |||||||
| 65 BLEECKER STREET 7TH FLOOR | NEW YORK | NY | 10012 | NONE | PUBLIC | GENERAL PURPOSE | $10,000 |
| PARKS AND PEOPLE FOUNDATION | |||||||
| 800 WYMAN PARK DRIVE SUITE 010 | BALTIMORE | MD | 21211 | NONE | PUBLIC | SUPPORT FOR A RECREATION CENTER STUDY | $5,000 |
| BALTIMORE CITY FOUNDATION | |||||||
| 2 EAST READ STREET 9TH FLOOR | BALTIMORE | MD | 21202 | NONE | PUBLIC | ACCE ACADEMY SCHOOL | $10,000 |
| JUST VISION INC | |||||||
| 1616 P STREET NW SUITE 340 | WASHINGTON | DC | 20036 | NONE | PUBLIC | OUTREACH SUPPORT FOR BUDRUS | $25,000 |
| HISTORIC EAST BALTIMORE COMMUNITY ACTION COALITION INC | |||||||
| 1212 NORTH WOLFE STREET | BALTIMORE | MD | 21213 | NONE | PUBLIC | SUPPORT FOR AMERICORP STAFF | $7,500 |
| J-LAB AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC | SUPPORT FOR TOWSON UNIVERSITY EDUCATION PROJECT | $5,000 |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | |||||||
| 620 W LEXINGTON STREET 2ND FLOOR | BALTIMORE | MD | 21201 | NONE | PUBLIC | PEACE CORPS MASTERS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 377500 | 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 | $295 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $137,341 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,553 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$69,158 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $71,031 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 71031 | 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 | 6000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,000 | Amount |
| Net Investment Income | 1000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3000 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|
| FURNITURE | 2010-09-01 | 4378 | 200DB | 7.000000000000 | 625 | 0 |
| COMPUTER EQUIPMENT | 2010-08-23 | 5511 | 200DB | 5.000000000000 | 1102 | 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 | 533161 | EOYBookValue |
| EOYFMV | 560175 | 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 | 7272333 | EOYBookValue |
| EOYFMV | 8210650 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 921586 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 955269 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | 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 | 362974 | BookValue |
| EOYFMV | 241624 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| FURNITURE | 4378 | 625 | 3753 | 0 |
| COMPUTER EQUIPMENT | 5511 | 1102 | 4409 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $29,163 | Amount |
| Net Investment Income | 5000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 24163 | 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 | 0 | 3500 | 3500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX DIFFERENCE | Description |
| Amount | $79 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSE | 13527 | 0 | 13527 |
| PAYROLL EXPENSES | 509 | 0 | 509 |
| INSURANCE | 1174 | 0 | 1174 |
| FROM K-1 BVP, LLLP | 205 | 205 | 0 |
| FROM K-1 BROWN VENTURE INVESTORS SERIES 1999-CI | 4814 | 4813 | 1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BROWN ADVISORY | Description |
| Revenue And Expenses Per Books | 2553 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2553 | NetInvestmentIncome |
| Adjusted Net Income | 2553 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $160,342 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $44,000 | Amount |
| Net Investment Income | 44000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $4,214 | 0 | 4214 |
| FOREIGN TAXES | $3,424 | 3424 | 0 |
| EXCISE TAX | $2,000 | 0 | 0 |