DEA CODE FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DEA CODE FAMILY FOUNDATION INC (EIN 47-2584053)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349104477
- Schema version
- 2025v4.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T17:07:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 NEW YORK AVE NW STE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200015748 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472584053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEA CODE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEAC | BusinessNameControlTxt |
| Phone | 4104048377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST STREET 200 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH CODE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4104048377 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN LAURIDSEN | PreparerPersonNm |
| PTIN | P00474508 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $20,086,450 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,153,011 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $118,684 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $118,684 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $256,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,217 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,094,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,608,765 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,094,028 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44,024 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44,024 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,665,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,512,953 | 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 |
| Accounting Fees Rev And Expnss | $12,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,405 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,405 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $107,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,853 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $53,853 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,144 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,258 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $714,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $714,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $858,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $774,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,807,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,442,551 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,575 | CashBOYAmt |
| Cash EOY | $29,687 | CashEOYAmt |
| Cash EOYFMV | $29,687 | CashEOYFMVAmt |
| US Government Obligations BOY | $316,901 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $299,346 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $299,346 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,258,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,284,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,284,581 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $753,168 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $611,039 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $611,039 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,540,662 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,861,797 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,861,797 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,880,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,086,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,086,450 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,880,469 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,086,450 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,880,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,086,450 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,880,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,086,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,880,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,807,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $398,617 | OtherIncreasesAmt |
| Subtotal | $20,086,960 | SubtotalAmt |
| Other Decreases | $510 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,086,450 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,608,765 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,514,737 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,094,028 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,094,028 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,094,028 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,051 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,051 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,051 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | 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 | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,051 | 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 | 0 | 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 |
| Individual With Books | KENNETH CODE TREASURER | IndividualWithBooksNm |
| Phone | 4104048377 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4021 GULF SHORE BLVD N 1706 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH S CODE | ||||||||
| 4021 GULF SHORE BLVD N 1706 | NAPLES | FL | 34103 | DIRECTOR, SECRETARY-TREASURER | 0.00 | $0 | $0 | $0 |
| CATHERINE DEA CODE | ||||||||
| 4021 GULF SHORE BLVD N 1706 | NAPLES | FL | 34103 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 |
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 | $18,969,235 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,990,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,990,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $284,856 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,705,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $935,276 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $935,276 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,051 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,051 | TotalTaxAmt |
| Distributable Before Adj | $915,225 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $915,225 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $915,225 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $774,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $774,258 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $915,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $557,890 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $774,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $557,890 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,368 | 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 | $698,857 | 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) |
|---|---|---|
| Contributing Manager | KENNETH S CODE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH S CODE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4021 GULF SHORE BLVD N 1706 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4102166120 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A TAX EXEMPT 501(C)(3) ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LHAAMC FOUNDATION | ||||||
| 2000 MEDICAL PARKWAY | BELCHER PAVILION SUIT | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $10,000 |
| CLEARY HOCKEY ENDOWMENT DONATION | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $50,000 |
| FUND A CURE NAPLES GOLF | ||||||
| 3369 PINE RIDGE ROAD SUITE 202 | NAPLES | FL | 34109 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $20,000 |
| CAF AMERICA | ||||||
| 225 REINEKERS LANE | SUITE ALEXANDRIA | VA | 22314 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $200,000 |
| NAVY YOUTH HOCKEY 2025 GOLF TOURNAMENT | ||||||
| 1290 BAY DALE DRIVE 268 | ARNOLD | MD | 21012 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $5,000 |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| HARVARD VARSITY HOCKEY FUND | ||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $10,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 633 THIRD AVE 5TH FLOOR | NEW YORK | NY | 10017 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $500 |
| ANNE ARUNDEL COUNTY PUBLIC LIBRARY FOUNDATION | ||||||
| 5 HARRY S TRUMAN PKWY | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| IMET ANGEL INVESTOR (USMF INC) | ||||||
| 3300 METZEROTT ROAD | ADELPHI | MD | 20783 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $25,000 |
| THE SEVERN RIVER ASSOCIATION INC | ||||||
| PO BOX 146 | ANNAPOLIS | MD | 21404 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $25,000 |
| T1D BREAKTHROUGH | ||||||
| 3369 PINE RIDGE ROAD SUITE 202 | NAPLES | FL | 34109 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $350,000 |
| ANNAPOLIS OPERA | ||||||
| 801 CHASE ST | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $2,500 |
| MARYLAND THERAPEUTIC RIDING | ||||||
| 1141 SUNRISE BEACH RD | CROWNSVILLE | MD | 21032 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| ASSOCIATION TO PRESERVE CAPE COD | ||||||
| 482 MAIN STREET | DENNIS | MA | 02638 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| BALLET THEATER OF MARYLAND | ||||||
| 801 CHASE ST | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $2,500 |
| BUCKNELL UNIVERSITY SPECIFYING PARENTS FUND | ||||||
| 301 MARKET STREET SUITE 2 | LEWIS | PA | 17837 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| CRAB | ||||||
| 7040 BEMBE BEACH RD | ANNAPOLIS | MD | 21403 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| HIGHSIGHT | ||||||
| 1711 N CLEVLAND AVENUE | CHICAGO | IL | 60614 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| HOSPICE OF THE CHESAPEAKE | ||||||
| 90 RITCHIE HIGHWAY | PASADENA | MD | 21122 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| HOTCHKISS | ||||||
| 11 INTERLAKEN RD | LAKEVILLE | CT | 06039 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| LIVE ARTS MARYLAND | ||||||
| 801 CHASE ST | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| MARYLAND HALL | ||||||
| 801 CHASE ST | ANNAPOLIS | MD | 21401 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $2,500 |
| SERNA PARK COMMUNITY CENTER | ||||||
| 623 BALTIMORE ANNAPOLIS BLVD | SEVERNA PARK | MD | 21146 | PC | TO FOSTER & SUPPORT DONEE'S CHARITABLE MANDATE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $714,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,684 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,217 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,094,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,512,953 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,512,953 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| KENNETH S CODE | |||||||
| 1 | 4021 GULF SHORE BLVD N 1706 | NAPLES | FL | 34103 | $408,000 | Yes (X) | |
| KENNETH S CODE | |||||||
| 2 | 4021 GULF SHORE BLVD N 1706 | NAPLES | FL | 34103 | $745,011 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 1 SHARE OF BERKSHIRE HATHAWAY INC-DEL CL A (STOCK SYMBOL BRK/A) | NoncashPropertyDesc |
| Fair Market Value | $745,011 | FairMarketValueAmt |
| Received | 2025-11-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,810 | Amt |
| Net Investment Income | $6,405 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,405 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS GROUP INC | $150,990 | $150,990 |
| JPMORGAN CHASE & CO | $150,467 | $150,467 |
| WELLS FARGO & CO | $151,257 | $151,257 |
| JPMORGAN CHASE & CO | $158,325 | $158,325 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $117,688 | $117,688 |
| AMAZON.COM INC | $163,882 | $163,882 |
| HOME DEPOT INC | $99,789 | $99,789 |
| MICROSOFT CORP | $155,726 | $155,726 |
| VISA INC | $107,668 | $107,668 |
| WALT DISNEY CO | $102,848 | $102,848 |
| BERKSHIRE HATHAWAY INC - DEL CL A | $3,019,200 | $3,019,200 |
| ALPHABET INC | $490,783 | $490,783 |
| AMAZON.COM INC | $371,158 | $371,158 |
| AON PLC | $131,623 | $131,623 |
| APPLE INC. | $321,339 | $321,339 |
| ASML HOLDING | $224,670 | $224,670 |
| BERKSHIRE HATHAWAY | $218,150 | $218,150 |
| BROADCOM INC | $273,419 | $273,419 |
| BROOKFIELD CORP | $143,177 | $143,177 |
| CHUBB LTD | $134,836 | $134,836 |
| CME GROUP INC | $120,428 | $120,428 |
| DEERE & CO | $136,412 | $136,412 |
| DOCUSIGN INC | $342,000 | $342,000 |
| ELI LILLY AND CO | $63,406 | $63,406 |
| EXXON MOBIL CORP | $58,124 | $58,124 |
| HOME DEPOT INC | $201,643 | $201,643 |
| MASTERCARD INC | $235,773 | $235,773 |
| META PLATFORMS INC | $317,503 | $317,503 |
| MICROSOFT CORP | $254,868 | $254,868 |
| MOTOROLA SOLUTIONS INC | $77,814 | $77,814 |
| NEXTERA ENERGY INC | $158,152 | $158,152 |
| N V R INC | $233,369 | $233,369 |
| NOVO-NORDISK A S | $96,011 | $96,011 |
| NVIDIA CORP | $149,387 | $149,387 |
| ROYAL BANK OF CANADA | $1,235,371 | $1,235,371 |
| RTX CORP | $136,633 | $136,633 |
| SAP SE | $125,342 | $125,342 |
| SCHNEIDER ELEC SA | $132,502 | $132,502 |
| SHERWIN-WILLIAMS CO | $111,142 | $111,142 |
| TAIWAN SEMICONDUCTOR | $591,674 | $591,674 |
| TEXAS INSTRS INC | $100,277 | $100,277 |
| UNITEDHEALTH GRP INC | $169,016 | $169,016 |
| WALMART INC | $170,346 | $170,346 |
| WASATCH CORE GROWTH INST | $236,632 | $236,632 |
| BERKSHIRE HATHAWAY INC - DEL CL A | $754,800 | $754,800 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $299,346 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $299,346 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US TREASU OID MOODY N/A S&P N/A | FMV | $895,566 | $895,566 |
| US TREASURY NT 2.5% 05/24 | FMV | $502,051 | $502,051 |
| US TREASURY NT 4.25% 9/24 (91282CFN6) | FMV | $100,266 | $100,266 |
| US TREASURY BILL 24 (912797GB7) | FMV | $125,903 | $125,903 |
| FFCB | FMV | $50,258 | $50,258 |
| UNION PACIFIC COR | FMV | $70,212 | $70,212 |
| ISHARES CORE S&P 500 ETF | FMV | $1,746,597 | $1,746,597 |
| T ROWE PRICE CAPITAL | FMV | $383,094 | $383,094 |
| ISHARES MSCI USA QLTY | FMV | $647,303 | $647,303 |
| ISHARES MSCI WORLD ETF | FMV | $618,057 | $618,057 |
| JANUS HENDERSON AAA CLO | FMV | $86,997 | $86,997 |
| US TREASURY 3 MONTH BILL | FMV | $87,290 | $87,290 |
| VICI PPTYS INC | FMV | $1,548,203 | $1,548,203 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN CONTRIBUTION RECORDED IN BOOKS TO ACTUAL | Desc |
| Amt | $510 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $44,024 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44,024 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $364,192 |
| PRIOR PERIOD ADJUSTMENT | $14,000 |
| OTHER ADJUSTMENTS | $20,425 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,088 | $544 | $544 |
| OTHER PROFESSIONAL FEES | $106,617 | $53,309 | $53,309 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $10,144 | $10,144 | $0 |
| FEDERAL TAX PAYMENTS | $13,431 | $0 | $0 |