FOLEY FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FOLEY FAMILY FOUNDATION INC (EIN 52-2207692)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201121389349100202
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T10:54:04-05:00 | 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 | OBER KALER GRIMES & SHRIVER | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1795 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212031795 | 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 | 522207692 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOLEY FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOLE | NameControl |
| Phone | 4109394010 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH UNION AVENUE | AddressLine1 |
| City | HAVRE DE GRACE | City |
| State | MD | State |
| ZIP Code | 21078 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NETA FOLEY VICE CHAIRMAN | Name |
| Title | VICE CHAIRMAN | Title |
| Phone | 4109394010 | Phone |
| Date Signed | 2011-05-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | S SCOTT TATE | Name |
| Phone | 4103477377 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 217929 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 123168 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 972 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 972 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -21224 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 181933 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 98101 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 102916 | TotalRevenueAndExpenses |
| Total Net Investment Income | 99073 | 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 |
| Legal Fees Rev And Expnss | 1700 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1700 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1850 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1850 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6850 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1850 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 96066 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 97223 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 38423 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 50713 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 50713 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 79990 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 163766 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 167216 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 118413 | TotalAssetsBOY |
| Total Assets EOY | 214479 | TotalAssetsEOY |
| Total Assets EOYFMV | 217929 | 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 | 118413 | RetainedEarningsBOY |
| Retained Earnings EOY | 214479 | RetainedEarningsEOY |
| Total Net Assets BOY | 118413 | TotalNetAssetsBOY |
| Total Net Assets EOY | 214479 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 118413 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 214479 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 118413 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 96066 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 214479 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 214479 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 600 SHS. MCGRAW HILL COMPANIES | P | 2002-04-19 | 2010-10-28 | 21471 | 20049 | 1422 | 1422 |
| 2400 SHS. PNC FINANCIAL SERVICES GROUP | P | 1980-12-31 | 2010-10-28 | 129348 | 3843 | 125505 | 125505 |
| 283 SHS BANK OF NEW YORK MELLON | P | 2003-09-04 | 2010-10-28 | 6917 | 9344 | -2427 | -2427 |
| 500 SHS. JACOBS ENGINEERING GROUP | P | 2008-01-24 | 2010-10-28 | 19248 | 40400 | -21152 | -21152 |
| 68 SHS. M&T BANK CORP | P | 2003-05-16 | 2010-10-28 | 4948 | 10196 | -5248 | -5248 |
| RMA GOV'T PORTFOLIO | P | 2010-12-10 | 2010-12-10 | 1 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 98101 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5700 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 87774 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064940 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 125017 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.067991 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21063 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 177573 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.118616 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 7100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 166027 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042764 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 10900 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 162351 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.067138 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.361449 | TotalDistributionRatio |
| Average Distribution Ratio | 0.072290 | AverageDistributionRatio |
| Net Noncharitable Assets | 116206 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 8401 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 972 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 9373 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1944 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1944 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1944 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 1944 | 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 | L PATRICK DEERING CO RIGGS COUNS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4109394010 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 FAIRMOUNT AVENUE | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 212865417 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE FOLEY ALBRO | ||||||||
| 400 SOUTH UNION AVENUE | HAVRE DE GRACE | MD | 21078 | PRESIDENT & DIRECTOR | 5.00 | 0 | 0 | 0 |
| KEVIN CHARLES FOLEY | ||||||||
| 609 WESTGATE ROAD | ABERDEEN | MD | 21001 | V.P./TREASURER & DIRECTOR | 3.00 | 0 | 0 | 0 |
| MARK S FOLEY | ||||||||
| 400 SOUTH UNION AVENUE | HAVRE DE GRACE | MD | 21078 | SECRETARY & DIRECTOR | 1.00 | 0 | 0 | 0 |
| NETA G FOLEY | ||||||||
| 400 SOUTH UNION AVENUE | HAVRE DE GRACE | MD | 21078 | DIRECTOR & VICE CHAIRMAN | 1.00 | 0 | 0 | 0 |
| L PATRICK DEERING | ||||||||
| 1001 MALVERN AVENUE | RUXTON | MD | 21204 | CHAIRMAN & 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 | 48349 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 69627 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 117976 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 117976 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1770 | CashDeemedCharitable |
| Net Noncharitable Assets | 116206 | NetNoncharitableAssets |
| Minimum Investment Return | 5810 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5810 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1944 | TaxBasedOnInvestmentIncome |
| Total Tax | 1944 | TotalTax |
| Distributable Amount Before Adj | 3866 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3866 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3866 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 5000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3866 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2859 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 12408 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2513 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1311 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 19091 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3866 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1134 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 20225 | 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 | 2859 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 17366 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 12408 | ExcessFromYear3 |
| Excess From Year2 | 2513 | ExcessFromYear2 |
| Excess From Year1 | 1311 | ExcessFromYear1 |
| Excess From Current Year | 1134 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
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 |
|---|---|---|---|---|---|---|---|
| GRACE PLACE | |||||||
| UNION AVENUE | HAVRE DE GRACE | MD | 21078 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $300 |
| HAVRE DE GRACE DECOY MUSEUM HAVRE DE GRACE MARYLAND | |||||||
| 100 LAFAYETTE STREET | HAVRE DE GRACE | MD | 21078 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $200 |
| HDG AMBULANCE CORP | |||||||
| 1601 LEVEL ROAD | HAVRE DE GRACE | MD | 21078 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $500 |
| ST PATRICK'S CATHOLIC CHURCH | |||||||
| 615 CONGRESS AVENUE | HAVRE DE GRACE | MD | 21078 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $3,000 |
| SUSQUEHANNA HOSE CO INC HAVRE DE GRACE MARYLAND | |||||||
| 301 MARKET STREET | HAVRE DE GRACE | MD | 21078 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $500 |
| THE TOME SCHOOL | |||||||
| 581 SOUTH MARYLAND AVENUE | NORTH EAST | MD | 21901 | N/A | PUBLIC CHARITY | SUPPORT EXEMPT PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5000 | 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 | $972 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$21,224 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$20,252 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -20252 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS - CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 163766 | EOYBookValue |
| EOYFMV | 167216 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OBER KALER | Category |
| Amount | $1,700 | Amount |
| Net Investment Income | 1700 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 150 | RevenueAndExpensesPerBooks |
| Net Investment Income | 150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |