TY 2012 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation

Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0052

2012

Open to Public Inspection

For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012

Name of foundation
THE SHOCK FAMILY CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET Room/suite

City or town, state, and ZIP code
BALTIMORE, MD21231

A Employer identification number

54-6717215

B Telephone number (see instructions)

(410) 537-5458

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$510,323J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities......	8,131		8,014
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		34,152
b	Gross sales price for all assets on line 6a 289,893
7	Capital gain net income (from Part IV, line 2)...			34,152
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	42,283		42,166
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		2,937	2,937		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)		826	116		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	3,763		3,053	0	0
25	Contributions, gifts, grants paid........	50,000				50,000
26	Total expenses and disbursements. Add lines 24 and 25	53,763		3,053	0	50,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-11,480
b	Net investment income (if negative, enter -0-)			39,113
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2012)

Form 990-PF (2012)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........	27,172	21,329	21,329
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see page 15 of the
		instructions)....................
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........	299,980	306,821	375,227
	c	Investments—corporate bonds (attach schedule)........	120,838	108,540	113,767
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	447,990	436,690	510,323
	17	Accounts payable and accrued expenses..........
	18	Grants payable...................
	19	Deferred revenue..................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22)..........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........	447,990	436,690
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................	447,990	436,690
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	447,990	436,690

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	447,990
2	Enter amount from Part I, line 27a.....................	2	-11,480
3	Other increases not included in line 2 (itemize)	3	180
4	Add lines 1, 2, and 3..........................	4	436,690
5	Decreases not included in line 2 (itemize)	5	0
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	436,690

Form 990-PF (2012)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	5. CHUBB CORP.	2009-01-08	2012-01-04
b	45. LOEWS CORP.	2011-02-23	2012-01-04
c	5. MCCORMICK & CO. INC. (NON-VOTING)	2010-04-15	2012-01-17
d	10. MICROSOFT CORP.	2008-02-26	2012-01-17
e	15. MICROCHIP TECHNOLOGY INC	2011-08-29	2012-01-17
	30. MERCK AND CO INC	2010-04-16	2012-01-18
	10. NOVARTIS AG ADR	2010-12-16	2012-01-18
	20. LOWES COS INC	2010-11-18	2012-01-19
	10. MICROSOFT CORP.	2010-01-29	2012-01-19
	15. NOVARTIS AG ADR	2010-12-16	2012-01-20
	15. MICROSOFT CORP.	2010-12-02	2012-01-24
	5. T. ROWE PRICE GROUP INC	2011-11-02	2012-01-24
	5. QUALCOMM CORP.	2010-02-16	2012-01-24
	5. 3M COMPANY	2011-08-08	2012-01-24
	13. E I DU PONT DE NEMOURS & CO.	2009-11-09	2012-01-25
	12. E I DU PONT DE NEMOURS & CO.	2011-10-27	2012-01-25
	45. AGILENT TECHNOLOGIES INC	2011-12-23	2012-01-27
	5. CHUBB CORP.	2009-01-08	2012-01-27
	10. ACE LTD	2009-08-05	2012-01-27
	5. T. ROWE PRICE GROUP INC	2011-11-02	2012-01-31
	1325.088 BROWN ADVISORY INTERMED XXX-XX-XXXX	2007-01-11	2012-01-31
	30. TARGET CORPORATION	2007-03-30	2012-02-02
	15. FMC TECHNOLOGIES INC	2010-06-15	2012-02-03
	10. ROPER INDUSTRIES INC NEW	2008-10-15	2012-02-03
	10. NATIONAL-OILWELL INC	2011-08-23	2012-02-08
	5. OCCIDENTAL PETROLEUM CORP.	2011-08-18	2012-02-08
	4. BECTON DICKINSON & CO.	2011-11-03	2012-02-10
	36. BECTON DICKINSON & CO.	2010-07-22	2012-02-10
	13. LOEWS CORP.	2011-06-28	2012-02-15
	10. T. ROWE PRICE GROUP INC	2011-08-23	2012-02-15
	10. DEERE & CO.	2011-08-19	2012-02-16
	18. LOEWS CORP.	2011-08-02	2012-02-16
	20. DELL INC	2010-05-20	2012-02-22
	5. CIMAREX ENERGY CO	2012-01-04	2012-02-29
	5. NATIONAL-OILWELL INC	2011-09-21	2012-02-29
	10. OCCIDENTAL PETROLEUM CORP.	2010-10-27	2012-02-29
	5. DEERE & CO.	2011-08-23	2012-03-05
	1. ILLINOIS TOOL WORKS	2011-07-27	2012-03-05
	14. ILLINOIS TOOL WORKS	2010-11-30	2012-03-05
	10. DEERE & CO.	2011-09-30	2012-03-06
	5. CIMAREX ENERGY CO	2012-01-04	2012-03-14
	6. FOSSIL INC	2011-08-29	2012-03-14
	15. ILLINOIS TOOL WORKS	2010-11-30	2012-03-14
	20. LOWES COS INC	2011-07-29	2012-03-14
	5. LOWES COS INC	2010-10-15	2012-03-14
	10. MCCORMICK & CO. INC. (NON-VOTING)	2010-04-15	2012-03-14
	5. QUALCOMM CORP.	2010-02-16	2012-03-14
	20. AMERICAN EAGLE OUTFITTERS INC NEW COM	2012-01-05	2012-03-15
	1. FOSSIL INC	2011-08-29	2012-03-15
	4. FOSSIL INC	2011-08-29	2012-03-15
	14. FOSSIL INC	2011-09-21	2012-03-16
	6. MCCORMICK & CO. INC. (NON-VOTING)	2010-04-15	2012-03-16
	3. MCCORMICK & CO. INC. (NON-VOTING)	2010-04-15	2012-03-16
	2. 3M COMPANY	2011-08-08	2012-03-16
	3. 3M COMPANY	2007-01-12	2012-03-16
	16. MCCORMICK & CO. INC. (NON-VOTING)	2010-04-15	2012-03-19
	3. APPLE COMPUTER INC.	2008-12-03	2012-03-26
	25. LOWES COS INC	2010-10-15	2012-04-02
	21. T. ROWE PRICE GROUP INC	2011-08-19	2012-04-11
	50. AMERICAN EAGLE OUTFITTERS INC NEW COM	2010-07-16	2012-04-20
	5. AMERICAN EAGLE OUTFITTERS INC NEW COM	2012-01-05	2012-04-20
	15. HARRIS CORP.	2011-10-27	2012-04-20
	5. AMERICAN EXPRESS CO.	2008-11-24	2012-04-23
	15. ILLINOIS TOOL WORKS	2010-10-25	2012-04-25
	73. AMERICAN EAGLE OUTFITTERS INC NEW COM	2010-07-16	2012-05-03
	5. HARRIS CORP.	2011-08-18	2012-05-03
	3. INTUITIVE SURGICAL INC	2009-03-11	2012-05-08
	5. ROPER INDUSTRIES INC NEW	2008-10-15	2012-05-08
	10. AMERICAN EXPRESS CO.	2008-11-24	2012-05-10
	25. TOTAL FINA ELF S.A. ADS REPSTG 1/2 OF A 'B' SH	2009-07-29	2012-05-10
	10. AMERICAN EXPRESS CO.	2008-11-24	2012-05-14
	5. E I DU PONT DE NEMOURS & CO.	2009-11-09	2012-05-14
	10. BMC SOFTWARE	2012-01-31	2012-05-15
	20. DELL INC	2010-05-21	2012-05-18
	52. TOTAL FINA ELF S.A. ADS REPSTG 1/2 OF A 'B' SH	2010-06-03	2012-05-18
	5. AMERICAN EXPRESS CO.	2008-12-19	2012-05-23
	10. BMC SOFTWARE	2012-01-20	2012-05-24
	10. GARDNER DENVER INC	2012-04-20	2012-05-31
	20. AMERICAN EXPRESS CO.	2008-12-19	2012-06-01
	5. BMC SOFTWARE	2012-01-17	2012-06-04
	10. GARDNER DENVER INC	2012-03-24	2012-06-04
	10. ILLINOIS TOOL WORKS	2010-10-25	2012-06-08
	10. 3M COMPANY	2007-02-22	2012-06-08
	5. DIAGEO PLC-SPONSORED ADR NEW REPSTG 4 ORD SHS	2011-10-27	2012-06-15
	20. GARDNER DENVER INC	2012-04-23	2012-06-15
	5. PEPSICO INC.	2011-07-21	2012-06-15
	5. PEPSICO INC.	2011-03-30	2012-06-15
	11. BECTON DICKINSON & CO.	2009-03-02	2012-06-27
	13. BECTON DICKINSON & CO.	2009-05-05	2012-06-28
	40. LOWES COS INC	2010-10-15	2012-07-18
	10. COSTCO WHOLESALE CORPORATION	2009-05-29	2012-07-24
	10. DAVITA INC	2011-10-07	2012-07-24
	5. DIAGEO PLC-SPONSORED ADR NEW REPSTG 4 ORD SHS	2011-10-20	2012-08-07
	5. PEPSICO INC.	2011-03-30	2012-08-07
	25. CA INC	2010-06-30	2012-08-23
	5. HARRIS CORP.	2011-08-18	2012-08-23
	1. APPLE COMPUTER INC.	2012-05-18	2012-09-11
	15. MERCK AND CO INC	2010-11-22	2012-09-11
	5. NATIONAL-OILWELL INC	2012-05-10	2012-09-11
	5. FREEPORT-MCMORAN COPPER & GOLD B	2012-02-16	2012-09-14
	10. PEPSICO INC.	2011-08-08	2012-09-27
	10. CA INC	2010-06-30	2012-10-08
	5. CHUBB CORP.	2009-02-11	2012-10-08
	5. CHUBB CORP.	2009-02-11	2012-10-11
	10. HARRIS CORP.	2009-06-25	2012-10-16
	10. PEPSICO INC.	2011-08-08	2012-10-16
	25. BMC SOFTWARE	2012-01-17	2012-10-22
	31. ILLINOIS TOOL WORKS	2011-09-15	2012-10-23
	25. SOUTHWESTERN ENERGY CO	2011-04-07	2012-11-01
	17. PEPSICO INC.	2011-08-02	2012-11-02
	20. SOUTHWESTERN ENERGY CO	2010-08-27	2012-11-06
	35. US BANCORP DEL COM NEW	2011-01-14	2012-11-06
	5. HARRIS CORP.	2009-06-25	2012-11-08
	557.891 LAUDUS MONDRIAN EMG MKT INS	2010-12-15	2012-11-15
	550.748 LAUDUS MONDRIAN EMG MKT INS	2010-12-15	2012-11-16
	553.139 LAUDUS MONDRIAN EMG MKT INS	2010-12-15	2012-11-19
	551.588 LAUDUS MONDRIAN EMG MKT INS	2010-12-15	2012-11-20
	10. US BANCORP DEL COM NEW	2010-10-25	2012-11-20
	602.597 LAUDUS MONDRIAN EMG MKT INS	2008-08-06	2012-11-21
	6. MERCK AND CO INC	2010-11-22	2012-11-23
	5. DIAGEO PLC-SPONSORED ADR NEW REPSTG 4 ORD SHS	2011-10-20	2012-11-26
	14. MERCK AND CO INC	2010-11-22	2012-11-26
	7. CANADIAN NATURAL RESOURCES LTD	2012-03-26	2012-11-29
	15. DAVITA INC	2008-03-10	2012-11-29
	2. DIAGEO PLC-SPONSORED ADR NEW REPSTG 4 ORD SHS	2011-10-20	2012-11-29
	15. IDEXX LABORATORIES CORP	2008-10-27	2012-11-29
	6. CANADIAN NATURAL RESOURCES LTD	2012-03-26	2012-11-30
	7. CANADIAN NATURAL RESOURCES LTD	2009-07-17	2012-12-03
	7. CANADIAN NATURAL RESOURCES LTD	2012-03-26	2012-12-03
	105. EATON CORP.	2012-03-16	2012-12-03
	12. CANADIAN NATURAL RESOURCES LTD	2009-04-21	2012-12-04
	6. CANADIAN NATURAL RESOURCES LTD	2009-04-21	2012-12-05
	15. SOUTHWESTERN ENERGY CO	2010-09-28	2012-12-05
	20. SOUTHWESTERN ENERGY CO	2010-09-28	2012-12-06
	301. WISDOMTREE EMERGING MKTS EQ INCOME	2012-11-21	2012-12-11
	5. CHUBB CORP.	2009-05-11	2012-12-12
	13. SOUTHWESTERN ENERGY CO	2010-09-22	2012-12-13
	22. SOUTHWESTERN ENERGY CO	2010-09-20	2012-12-14
	30. ABERCROMBIE & FITCH CO CL A	2012-11-26	2012-12-17
	7. APPLE COMPUTER INC.	2011-08-08	2012-12-17
	1. APPLE COMPUTER INC.	2011-12-22	2012-12-17
	50. CA INC	2010-06-30	2012-12-17
	29. CARBO CERAMICS INC	2012-03-05	2012-12-17
	5. CHUBB CORP.	2009-05-11	2012-12-17
	17. CHUBB CORP.	2009-05-11	2012-12-17
	50. CIMAREX ENERGY CO	2012-12-13	2012-12-17
	30. DELL INC	2012-08-23	2012-12-17
	117. DELL INC	2010-10-07	2012-12-17
	16. DIAGEO PLC-SPONSORED ADR NEW REPSTG 4 ORD SHS	2011-10-20	2012-12-17
	15. E I DU PONT DE NEMOURS & CO.	2012-10-23	2012-12-17
	67. E I DU PONT DE NEMOURS & CO.	2009-11-10	2012-12-17
	40. EMERSON ELECTRIC CO.	2011-11-03	2012-12-17
	24. EMERSON ELECTRIC CO.	2012-02-29	2012-12-17
	15. FLUOR CORP NEW COM	2012-06-01	2012-12-17
	66. FLUOR CORP NEW COM	2011-12-16	2012-12-17
	41. FREEPORT-MCMORAN COPPER & GOLD B	2012-05-15	2012-12-17
	65. FREEPORT-MCMORAN COPPER & GOLD B	2011-11-03	2012-12-17
	40. GUESS INC	2012-10-16	2012-12-17
	103. GUESS INC	2011-09-30	2012-12-17
	10. HARRIS CORP.	2009-06-25	2012-12-17
	28. HARRIS CORP.	2009-07-10	2012-12-17
	135. HARTFORD FINANCIAL SERVICES GROUP INC	2012-12-12	2012-12-17
	70. JOHNSON & JOHNSON	2012-06-01	2012-12-17
	10. M & T BK CORP COM	2012-07-18	2012-12-17
	26. M & T BK CORP COM	2011-12-16	2012-12-17
	89. MERCK AND CO INC	2010-11-30	2012-12-17
	132. METLIFE INC COM	2012-09-14	2012-12-17
	10. MICROSOFT CORP.	2012-12-05	2012-12-17
	164. MICROSOFT CORP.	2011-03-30	2012-12-17
	70. MICROCHIP TECHNOLOGY INC	2012-10-23	2012-12-17
	46. MICROCHIP TECHNOLOGY INC	2011-08-18	2012-12-17
	15. NATIONAL-OILWELL INC	2012-12-06	2012-12-17
	27. NATIONAL-OILWELL INC	2011-09-30	2012-12-17
	31. NETAPP INC	2011-11-29	2012-12-17
	80. NETAPP INC	2012-10-16	2012-12-17
	75. NORTHERN TR CORP	2011-08-29	2012-12-17
	30. NOVARTIS AG ADR	2012-09-11	2012-12-17
	57. NOVARTIS AG ADR	2011-04-12	2012-12-17
	40. OCCIDENTAL PETROLEUM CORP.	2012-12-05	2012-12-17
	20. OCCIDENTAL PETROLEUM CORP.	2010-09-30	2012-12-17
	105. ORACLE SYSTEMS	2011-06-28	2012-12-17
	29. ORACLE SYSTEMS	2012-10-08	2012-12-17
	125. PACCAR INC	2012-09-11	2012-12-17
	60. PRUDENTIAL FINANCIAL INC	2012-06-15	2012-12-17
	66. QUALCOMM CORP.	2010-05-25	2012-12-17
	5. QUALCOMM CORP.	2012-12-14	2012-12-17
	405. REGIONS FINL CORP	2012-11-20	2012-12-17
	75. SCHLUMBERGER LTD.	2012-12-14	2012-12-17
	27. 3M COMPANY	2007-02-27	2012-12-17
	30. TIFFANY & CO	2012-07-18	2012-12-17
	66. US BANCORP DEL COM NEW	2010-10-25	2012-12-17
	105. EATON CORP PLC	2012-11-30	2012-12-17
	35. ACE LTD	2010-01-07	2012-12-17
	45. CHECK POINT SOFTWARE TECHNOLOGIES INC	2012-10-23	2012-12-17
	996.016 BROWN ADVISORY TACTICAL BOND ADV	2011-10-03	2012-12-19

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	343	237	106
b	1,713	1,933	-220
c	257	193	64
d	282	285	-3
e	541	466	75
	1,163	1,077	86
	571	589	-18
	541	437	104
	281	284	-3
	829	883	-54
	440	419	21
	301	257	44
	291	195	96
	427	416	11
	644	523	121
	594	591	3
	1,918	1,583	335
	336	235	101
	694	498	196
	287	246	41
	15,000	13,940	1,060
	1,561	1,792	-231
	791	415	376
	937	449	488
	820	618	202
	516	411	105
	305	289	16
	2,747	2,405	342
	490	543	-53
	600	481	119
	830	712	118
	683	720	-37
	341	290	51
	404	319	85
	414	305	109
	1,046	788	258
	409	353	56
	55	51	4
	774	670	104
	791	661	130
	401	319	82
	768	601	167
	854	709	145
	605	432	173
	151	107	44
	515	385	130
	325	195	130
	333	265	68
	127	100	27
	508	401	107
	1,756	1,394	362
	311	231	80
	155	116	39
	179	161	18
	269	238	31
	830	616	214
	1,819	279	1,540
	780	536	244
	1,301	994	307
	881	595	286
	88	66	22
	662	599	63
	284	100	184
	864	708	156
	1,466	869	597
	210	182	28
	1,658	291	1,367
	499	225	274
	595	201	394
	1,137	1,279	-142
	590	201	389
	255	172	83
	445	348	97
	298	282	16
	2,284	2,499	-215
	276	98	178
	427	334	93
	541	643	-102
	1,071	392	679
	209	165	44
	516	730	-214
	559	472	87
	858	785	73
	497	422	75
	1,008	1,276	-268
	347	327	20
	347	329	18
	808	698	110
	946	803	143
	1,022	858	164
	939	481	458
	945	643	302
	534	416	118
	362	323	39
	643	468	175
	232	161	71
	666	541	125
	666	532	134
	412	344	68
	216	218	-2
	706	643	63
	252	187	65
	390	219	171
	388	209	179
	470	283	187
	705	642	63
	1,020	824	196
	1,892	1,421	471
	869	936	-67
	1,178	1,084	94
	725	667	58
	1,174	838	336
	241	142	99
	5,110	5,361	-251
	5,056	5,293	-237
	5,122	5,316	-194
	5,086	5,032	54
	322	238	84
	5,580	5,472	108
	265	212	53
	598	416	182
	616	493	123
	201	236	-35
	1,613	688	925
	240	167	73
	1,387	465	922
	172	202	-30
	199	186	13
	199	236	-37
	5,477	4,989	488
	333	267	66
	167	133	34
	517	489	28
	693	644	49
	16,467	15,731	736
	390	204	186
	430	417	13
	724	701	23
	1,408	1,354	54
	3,572	2,318	1,254
	510	399	111
	1,092	936	156
	2,309	2,642	-333
	383	201	182
	1,300	677	623
	2,835	2,960	-125
	305	342	-37
	1,189	1,556	-367
	1,894	1,309	585
	666	683	-17
	2,973	2,089	884
	2,077	1,900	177
	1,246	1,194	52
	862	699	163
	3,792	3,925	-133
	1,373	1,567	-194
	2,177	2,338	-161
	1,001	1,118	-117
	2,577	4,040	-1,463
	485	283	202
	1,357	773	584
	2,966	2,758	208
	4,964	4,483	481
	1,000	826	174
	2,599	1,885	714
	3,882	2,968	914
	4,211	4,723	-512
	269	265	4
	4,405	3,882	523
	2,197	2,240	-43
	1,443	1,401	42
	988	1,025	-37
	1,779	1,413	366
	1,022	1,108	-86
	2,638	2,596	42
	3,608	3,697	-89
	1,900	1,713	187
	3,611	3,235	376
	3,045	3,221	-176
	1,522	1,566	-44
	3,364	3,153	211
	929	852	77
	5,506	5,286	220
	3,101	3,378	-277
	4,044	2,493	1,551
	306	299	7
	2,766	2,725	41
	5,186	5,317	-131
	2,497	2,031	466
	1,756	1,628	128
	2,101	1,490	611
	5,483	5,454	29
	2,818	1,714	1,104
	2,087	1,899	188
	10,000	9,960	40

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			106
b			-220
c			64
d			-3
e			75
			86
			-18
			104
			-3
			-54
			21
			44
			96
			11
			121
			3
			335
			101
			196
			41
			1,060
			-231
			376
			488
			202
			105
			16
			342
			-53
			119
			118
			-37
			51
			85
			109
			258
			56
			4
			104
			130
			82
			167
			145
			173
			44
			130
			130
			68
			27
			107
			362
			80
			39
			18
			31
			214
			1,540
			244
			307
			286
			22
			63
			184
			156
			597
			28
			1,367
			274
			394
			-142
			389
			83
			97
			16
			-215
			178
			93
			-102
			679
			44
			-214
			87
			73
			75
			-268
			20
			18
			110
			143
			164
			458
			302
			118
			39
			175
			71
			125
			134
			68
			-2
			63
			65
			171
			179
			187
			63
			196
			471
			-67
			94
			58
			336
			99
			-251
			-237
			-194
			54
			84
			108
			53
			182
			123
			-35
			925
			73
			922
			-30
			13
			-37
			488
			66
			34
			28
			49
			736
			186
			13
			23
			54
			1,254
			111
			156
			-333
			182
			623
			-125
			-37
			-367
			585
			-17
			884
			177
			52
			163
			-133
			-194
			-161
			-117
			-1,463
			202
			584
			208
			481
			174
			714
			914
			-512
			4
			523
			-43
			42
			-37
			366
			-86
			42
			-89
			187
			376
			-176
			-44
			211
			77
			220
			-277
			1,551
			7
			41
			-131
			466
			128
			611
			29
			1,104
			188
			40

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	34,152
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2011	99,646	611,534	0.162944
2010	99,774	625,817	0.15943
2009	107,398	607,369	0.176825
2008	99,813	844,590	0.118179
2007	47,469	998,259	0.047552

2	Total of line 1, column (d) ......................	2	0.66493
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.132986
4	Enter the net value of noncharitable-use assets for 2012 from Part X, line 5.....	4	535,080
5	Multiply line 4 by line 3.......................	5	71,158
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	391
7	Add lines 5 and 6.........................	7	71,549
8	Enter qualifying distributions from Part XII, line 4..............	8	50,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2012)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A” on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	782
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2............................	3	782
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	782
6	Credits/Payments:

a	2012 estimated tax payments and 2011 overpayment credited to 2012	6a	356
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c	1,210
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,566
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	784
11	Enter the amount of line 10 to be: Credited to 2013 estimated tax784	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If “Yes,” attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If “Yes,” has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If “Yes,” attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?

If “Yes,” complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Website address bullet

The books are in care of bullet

BROWN ADVISORY Telephone no. bullet

(410) 537-5458

Located at bullet

901 S BOND ST SUITE 400BALTIMOREMD ZIP+4 bullet

21231

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over

a bank, securities, or other financial account in a foreign country? .................

See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet

Form 990-PF (2012)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check “No”

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2012?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2012, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2012?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer “No” and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2012.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

If “Yes,” attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If “Yes” to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2012)

Page 6

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
MARY F SHOCK	TRUSTEE 0	0
711 STONELEIGH ROAD BALTIMORE,MD212121649	TRUSTEE 0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2012)

Page 7

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1


2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3.......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

492,816

Average of monthly cash balances.......................

50,412

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

543,228

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

543,228

Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see

instructions) .............................

8,148

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

535,080

Minimum investment return. Enter 5% of line 5..................

26,754

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

26,754

Tax on investment income for 2012 from Part VI, line 5......

782

Income tax for 2012. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

782

Distributable amount before adjustments. Subtract line 2c from line 1............

25,972

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

25,972

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

25,972

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

50,000

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

50,000

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

50,000

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2012)

Page 8

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2011	(c) 2011	(d) 2012
1 Distributable amount for 2012 from Part XI, line 7					25,972
2 Undistributed income, if any, as of the end of 2012:
a Enter amount for 2011 only.......				0
b Total for prior years:2010, 20, 20			0
3 Excess distributions carryover, if any, to 2012:
a From 2007.......	0
b From 2008.......	56,797
c From 2009.......	77,234
d From 2010.......	68,935
e From 2011.......	69,777
fTotal of lines 3a through e.........		272,743
4Qualifying distributions for 2012 from Part
XII, line 4: $ 50,000
a Applied to 2011, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions)......			0
c Treated as distributions out of corpus (Election required—see instructions).........		0
d Applied to 2012 distributable amount.....					25,972
e Remaining amount distributed out of corpus		24,028
5 Excess distributions carryover applied to 2012.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		296,771
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2011. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2012. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2013 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............		0
8Excess distributions carryover from 2007 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2013. Subtract lines 7 and 8 from line 6a ......		296,771
10 Analysis of line 9:
a Excess from 2008....	56,797
b Excess from 2009....	77,234
c Excess from 2010....	68,935
d Excess from 2011....	69,777
e Excess from 2012....	24,028

Form 990-PF (2012)

Page 9

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2012, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2012	(b) 2011	(c) 2010	(d) 2009	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ....
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets” alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment” alternative test— enter 2⁄3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support” alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2012)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CENTRAL SCHOLARSHIP BUREAU FBO W & R SHOCK ENDOWED SCHOLARSHIP 1700 REISTERSTOWN ROAD SUITE 220 BALTIMORE,MD21208	NONE	PUBLIC CHARITY	EDUCATION	50,000
Total ................................. 3a				50,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2012)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3Interest on savings and temporary cash investments
4 Dividends and interest from securities....			14	8,131
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6Net rental income or (loss) from personal property
7 Other investment income.....
8Gain or (loss) from sales of assets other than inventory			18	34,152
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				42,283

13Total. Add line 12, columns (b), (d), and (e)..................

1342,283

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2012)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section

Yes

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If “Yes,” complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2012)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2012 InvestmentsCorpBondsSchedule

Name: