THOMAS F & CLEMENTINE L MULLAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS F & CLEMENTINE L MULLAN FOUNDATION INC (EIN 52-6050776)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-03-12
- IRS object ID
- 202620719349100317
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-12T14:43:03-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830564535 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRENCH SHEPLEY & STRONG LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 MCCORMICK RD EP 3 STE 300 | AddressLine1Txt |
| City | HUNT VALLEY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526050776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS F & CLEMENTINE L MULLAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 4104949200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 W JOPPA ROAD 210 | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS F MULLAN III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4104949200 | PhoneNum |
| Signature | 2026-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA STRONG | PreparerPersonNm |
| PTIN | P01011712 | PTIN |
| Phone | 4433918580 | PhoneNum |
| Preparation | 2026-03-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,768,002 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $199,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $425,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,952,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $425,695 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $624,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $624,996 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $938 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $938 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,937 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,329 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $397,082 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $397,082 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $453,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,720 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $171,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $588,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $455,960 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $405,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $405,478 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,117,929 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,449,809 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,466,763 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,866,177 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,206,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,224,066 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $320,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $448,640 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $407 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,230,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,223,055 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,440,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,611,483 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,768,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,440,473 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,611,483 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,440,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,611,483 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,440,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,611,483 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,440,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $171,010 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,611,483 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,611,483 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $10,951,873 | $10,527,084 | $424,789 | $424,789 |
| CASH IN LIEU | P | $906 | $906 | $906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $425,695 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $112 | EsPenaltyAmt |
| Tax Due | $3,286 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4104949200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 W JOPPA ROAD 210 | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS F MULLAN III | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ST AUGUSTINE AVENUE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES CONTRIBUTIONS AND GRANTS TO OTHER SECTION 501(C)(3) ORGANIZATIONS WHICH ARE INVOLVED IN DIRECT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,294,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,532,007 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,532,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,980 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,404,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $420,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $420,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,174 | TotalTaxAmt |
| Distributable Before Adj | $412,027 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,027 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,027 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,720 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,720 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,027 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,541 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,720 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,541 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $404,179 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,848 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AIAC OF MARYLAND | ||||||
| 205 KANE COURT | JOPPA | MD | 21085 | PUBLIC | UNRESTRICTED | $3,000 |
| ARTHRITIS FOUNDATION | ||||||
| PO BOX 41 | EDGEWATER | MD | 21237 | PUBLIC | UNRESTRICTED | $1,000 |
| B&O RAILROAD MUSEUM | ||||||
| 901 W PRATT ST | BALTIMORE | MD | 21223 | PUBLIC | UNRESTRICTED | $3,400 |
| BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | ||||||
| 808 N CHARLES ST | BALTIMORE | MD | 21201 | PUBLIC | UNRESTRICTED | $2,000 |
| BETHANY BEACH VOLUNTEER FIRE COMPANY | ||||||
| PO BOX 950 | BETHANY BEACH | DE | 19930 | PUBLIC | UNRESTRICTED | $100 |
| BOY'S LATIN SCHOOL | ||||||
| 822 WEST LAKE AVENUE | BALTIMORE | MD | 21210 | PUBLIC | UNRESTRICTED | $24,650 |
| BUILDING FOR GOD COMMUNITY FOUNDATION | ||||||
| 1020 CROMWELL BRIDGE ROAD | TOWSON | MD | 21286 | PUBLIC | UNRESTRICTED | $2,000 |
| CALVERT HALL ALUMNI ASSOCIATION | ||||||
| 8102 LASALLE ROAD | TOWSON | MD | 21204 | PUBLIC | UNRESTRICTED | $625 |
| CALVERT SCHOOL | ||||||
| PO BOX 79181 | BALTIMORE | MD | 21279 | PUBLIC | UNRESTRICTED | $10,000 |
| CAMBRIDGE YC FOUNDATION | ||||||
| 1 MILL STREET | CAMBRIDGE | MD | 21613 | PUBLIC | UNRESTRICTED | $500 |
| CATHEDRAL OF MARY OUR QUEEN | ||||||
| 5200 NORTH CHARLES ST | BALTIMORE | MD | 21210 | PUBLIC | UNRESTRICTED | $10,000 |
| CLEVELAND CLINIC - INDIAN RIVER FOUNDATION | ||||||
| 1000 37TH PLACE SUITE 101 | VERO BEACH | FL | 32960 | PUBLIC | UNRESTRICTED | $5,000 |
| CRISTO REY JESUIT HIGH SCHOOL | ||||||
| 420 S CHESTER ST | BALTIMORE | MD | 21231 | PUBLIC | UNRESTRICTED | $20,000 |
| EF SHAW WILGUS EDUCATION FUND | ||||||
| 3333 NORTH CALVERT STREET | BALTIMORE | MD | 21218 | PUBLIC | UNRESTRICTED | $500 |
| ELLIOTT ISLAND VOLUNTEER FIRE DEPT | ||||||
| 2317 ELLIOTT ISLAND ROAD | VIENNA | MD | 21869 | PUBLIC | UNRESTRICTED | $500 |
| ELLIOTT UNITED METHODIST CHURCH | ||||||
| 2310 ELLIOTT ISLAND ROAD | VIENNA | MD | 21869 | PUBLIC | UNRESTRICTED | $1,500 |
| GB CHARITIES INC | ||||||
| PO BOX 4954 | LUTHERVILLE | MD | 21093 | PUBLIC | UNRESTRICTED | $8,400 |
| HEREFORD VOLUNTEER AMBULANCE ASSOCIATION | ||||||
| PO BOX 262 | MONKTON | MD | 21111 | PUBLIC | UNRESTRICTED | $100 |
| HEREFORD VOLUNTEER FIRE CO | ||||||
| 510 MONKTON ROAD | MONKTON | MD | 21111 | PUBLIC | UNRESTRICTED | $100 |
| INDIAN RIVER COUNTY VOLUNTEER AMBULANCE SQUAD | ||||||
| PO BOX 2240 | VERO BEACH | FL | 32961 | PUBLIC | UNRESTRICTED | $100 |
| JHCC FOOD ALLERGY RESEARCH | ||||||
| 750 E PRATT STREET | BALTIMORE | MD | 21202 | PUBLIC | UNRESTRICTED | $2,124 |
| JOHNS HOPKINS UNIVERSITY JOHN FETTING FUND | ||||||
| 750 E PRATT STREET | BALTIMORE | MD | 21202 | PUBLIC | UNRESTRICTED | $5,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 750 E PRATT STREET | BALTIMORE | MD | 21202 | PUBLIC | UNRESTRICTED | $42,333 |
| KENNEDY KRIEGER INSTITUTE | ||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | PUBLIC | UNRESTRICTED | $1,000 |
| KENT ASSOCIATION OF RIDING THERAPY | ||||||
| PO BOX 126 | WORTON | MD | 21678 | PUBLIC | UNRESTRICTED | $10,000 |
| LADEW TOPIARY GARDENS | ||||||
| 3535 JARRETTSVILLE PIKE | MONKTON | MD | 21111 | PUBLIC | UNRESTRICTED | $1,000 |
| LAND PRESERVATION TRUST INC | ||||||
| 13501 FALLS ROAD | COCKEYSVILLE | MD | 21030 | PUBLIC | UNRESTRICTED | $1,000 |
| LCS GOLF FOUNDATION | ||||||
| 400 LOCUST STREET SUITE 820 | DES MOINES | IA | 50309 | PUBLIC | UNRESTRICTED | $2,500 |
| NATIONAL SPORTING LIBRARY AND MUSEUM | ||||||
| PO BOX 1335 | MIDDLEBURG | VA | 20118 | PUBLIC | UNRESTRICTED | $60,000 |
| PARTNERS IN EXCELLENCE SCHOLARSHIP PROGRAM | ||||||
| 32 CATHEDRAL ST 4TH FLOOR | BALTIMORE | MD | 21201 | PUBLIC | UNRESTRICTED | $1,000 |
| QUAIL VALLEY CHARITIES INC | ||||||
| 2345 HIGHWAY A1A | VERO BEACH | FL | 329632145 | PUBLIC | UNRESTRICTED | $5,000 |
| RONALD MCDONALD HOUSE | ||||||
| 635 W LEXINGTON STREET | BATIMORE | MD | 21201 | PUBLIC | UNRESTRICTED | $3,400 |
| RUBICON PRODUCTIONS | ||||||
| 14400 BONNIE VIEW ROAD | SPARKS | MD | 21152 | PUBLIC | UNRESTRICTED | $15,000 |
| SAINT IGNATIUS LOYOLA ACADEMY | ||||||
| 300 EAST GITTINGS ST | BALTIMORE | MD | 21230 | PUBLIC | UNRESTRICTED | $36,000 |
| SAINT PAUL'S SCHOOLS | ||||||
| 11152 FALLS ROAD | BROOKLANDVILLE | MD | 21022 | PUBLIC | UNRESTRICTED | $20,000 |
| SEAN M HEALY & AMG CTR FOR ALS | ||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | PUBLIC | UNRESTRICTED | $500 |
| ST ALBANS SCHOOL | ||||||
| 3001 WISCONSIN AVE NW | WASHINGTON DC | DC | 20016 | PUBLIC | UNRESTRICTED | $25,000 |
| THE BLAKEHURST RESIDENCE SCHOLARSHIP FOUNDATION | ||||||
| 155 W JOPPA ROAD | TOWSON | MD | 21204 | PUBLIC | UNRESTRICTED | $500 |
| THE HIGHLANDS SCHOOL | ||||||
| 2409 CRESWELL ROAD | BEL AIR | MD | 21015 | PUBLIC | UNRESTRICTED | $1,000 |
| THE LITTLE SISTERS OF JESUS AND MARY | ||||||
| PO BOX 1755 | SALISBURY | MD | 21802 | PUBLIC | UNRESTRICTED | $5,000 |
| THE MOUNT VERNON LADIES' ASSOC | ||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | PUBLIC | UNRESTRICTED | $10,150 |
| THE WENDT CENTER FOR LOSS AND HEALING | ||||||
| PO BOX 45924 | BALTIMORE | MD | 21297 | PUBLIC | UNRESTRICTED | $20,000 |
| UM ST JOSEPH MEDICAL CENTER FOUNDATION | ||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | PUBLIC | UNRESTRICTED | $25,000 |
| VERO BEACH BALLET | ||||||
| 2135 WINDWARD WAY 209 | VERO BEACH | FL | 32963 | PUBLIC | UNRESTRICTED | $1,000 |
| WINDSOR CHARITABLE FOUNDATION | ||||||
| 3125 WINDSOR BOULEVARD | VERO BEACH | FL | 32963 | PUBLIC | UNRESTRICTED | $10,000 |
| WREATHS ACROSS AMERICA | ||||||
| PO BOX 249 | COLUMBIA FALLS | ME | 04623 | PUBLIC | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $397,082 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199,301 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $425,695 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $624,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $624,996 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS HARBOR | BondNm |
| EOY Book Value | $320,000 | EOYBookValueAmt |
| EOYFMV | $448,640 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITES HARBOR | $1,145,180 | $2,181,737 |
| MUTUAL FUNDS HARBOR | $100,000 | $101,316 |
| ETFS HARBOR | $1,961,016 | $1,941,013 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,449,809 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,466,763 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERTIFICATES OF DEPOSIT HARBOR | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,230,000 | BookValueAmt |
| EOYFMV | $1,223,055 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $938 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $938 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $3,600 | $0 | $3,600 |
| POSTAGE | $22 | $0 | $22 |
| OFFICE EXPENSES | $228 | $0 | $228 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $36,937 | Amt |
| Net Investment Income | $36,937 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $11,329 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |