Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
KLEINS SHOPRITE OF MARYLAND CHARITABLE
FUND INC
Number and street (or P.O. box number if mail is not delivered to street address)2011 KLEIN PLAZA DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FOREST HILL, MD21050
A Employer identification number

45-5512541
B Telephone number (see instructions)

(410) 515-9303
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$69,600
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
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)....... 171,800 0  
12 Total. Add lines 1 through 11........ 171,800 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 47,740 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,740 0   0
25 Contributions, gifts, grants paid....... 106,852 106,852
26 Total expenses and disbursements. Add lines 24 and 25 154,592 0   106,852
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,208
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 50,392 69,600 69,600
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   2,000    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 52,392 69,600 69,600
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 52,392 69,600
30 Total net assets or fund balances (see instructions)..... 52,392 69,600
31 Total liabilities and net assets/fund balances (see instructions). 52,392 69,600
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
52,392
2
Enter amount from Part I, line 27a .....................
2
17,208
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
69,600
5
Decreases not included in line 2 (itemize) bullet
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
69,600
Form 990-PF (2015)
Form 990-PF (2015)
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.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
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 ...................
Bracket 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?
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 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))
2014 138,756 88,787 1.562796
2013 44,359 108,767 0.407835
2012 0 53,450 0.000000
2011      
2010      
2
Total of line 1, column (d) .....................
21.970631
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
0.656877
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
41,181
5
Multiply line 4 by line 3......................
5
27,051
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
27,051
8
Enter qualifying distributions from Part XII, line 4.............
8
106,852
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand 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 0
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 0
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
    Yes
     
    7
    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..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    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 .
    8b
    Yes
     
    9
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    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) .............
    11
     
    No
    12
    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).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (410) 515-9303

    Located atbullet2011 KLEIN PLAZA DRIVEFOREST HILLMD ZIP+4bullet21050
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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
    No
    1a
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    b
    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 instructions)? ........
    1b
     
    No
    ........bullet
    c
    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 2015?.............
    1c
     
    No
    2
    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)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 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 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    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)? ......
    5b
     
     
    .........bullet
    c
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    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
    ANDREW P KLEIN PRESIDENT
    1.00
    0 0 0
    2011 KLEIN PLAZA DRIVE
    FOREST HILL,MD21050
    MICHAEL J KLEIN VICE PRESIDENT
    1.00
    0 0 0
    2011 KLEIN PLAZA DRIVE
    FOREST HILL,MD21050
    MARSHALL J KLEIN VICE PRESIDENT
    1.00
    0 0 0
    2011 KLEIN PLAZA DRIVE
    FOREST HILL,MD21050
    HOWARD S KLEIN SECRETARY/TREASURER
    1.00
    0 0 0
    2011 KLEIN PLAZA DRIVE
    FOREST HILL,MD21050
    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...................bullet 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.............bullet0
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    41,808
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,808
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    41,808
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    627
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    41,181
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,059
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    2,059
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,059
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,059
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,059
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    106,852
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    106,852
    5
    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).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    106,852
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 2,059
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013...... 36,248
    e From 2014...... 134,317
    fTotal of lines 3a through e........ 170,565
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 106,852
    a Applied to 2014, 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 2015 distributable amount..... 2,059
    e Remaining amount distributed out of corpus 104,793
    5 Excess distributions carryover applied to 2015. 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 5 275,358
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    275,358
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 36,248
    d Excess from 2014.... 134,317
    e Excess from 2015.... 104,793
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MICHAEL J KLEIN
    2011 KLEIN PLAZA DRIVE
    FOREST HILL,MD21050
    (410) 515-9303
    bThe form in which applications should be submitted and information and materials they should include:
    REQUESTS FOR CONTRIBUTIONS SHOULD BE SUBMITTED IN WRITING AND SHOULD INCLUDE THE SPECIFIC PURPOSE AS WELL AS PROOF OF 501(C)(3) STATUS.
    cAny submission deadlines:
    THERE ARE NO DEADLINES AND GRANTS ARE GIVEN THROUGHOUT THE YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION PROVIDES SUPPORT FOR EDUCATIONAL, SERVICE, AND OTHER CHARITABLE ORGANIZATIONS IN THE STATE OF MARYLAND.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    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)
    aPaid during the year
    ABERDEEN BOARD OF PARKS & RECREATION INC
    34 N PHILADELPHIA BOULEVARD
    ABERDEEN,MD21001
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 200
    ABERDEEN BOARD OF PARKS & RECREATION INC
    60 N PARKE STREET
    ABERDEEN,MD21001
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 200
    ABERDEEN CHAMBER OF COMMERCE
    18 HOWARD ST
    ABERDEEN,MD21001
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 600
    AMERICAN LEGION BERNARD L TOBIN POST 128
    44 N PARKE ST PO BOX 487
    ABERDEEN,MD21001
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 50
    ANNA'S HOUSE
    PO BOX 88
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    ARC NORTHERN CHESAPEAKE REGION
    4513 PHILADELPHIA RD
    ABERDEEN,MD21001
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    BALTIMORE CITY BRANCH NAACP
    8 WEST 26TH STREET
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,800
    BALTIMORE COUNTY 4-H CLUB FAIR ASSOCIATION INC
    11212 LIBERTY RD
    OWINGS MILL,MD21117
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 754
    BALTIMORE HEBREW CONGREGATION
    7401 PARK HEIGHTS AVENUE
    BALTIMORE,MD21208
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    BEL AIR DOWNTOWN ALLIANCE
    37 N MAIN ST
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 350
    BEL AIR INDEPENDENCE DAY COMMITTEE
    PO BOX 724
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,200
    BEL AIR LIONS FOUNDATION (CLUB)
    PO BOX 167
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    BOY SCOUTS OF AMERICA - BALTIMORE AREA COUNCIL
    701 WYMAN PARK DRIVE
    BALTIMORE,MD21211
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 865
    BOYS & GIRLS CLUBS OF HARFORD COUNTY
    PO BOX 1106
    ABERDEEN,MD21001
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 944
    BRIAN ANTHONY WILSON MEMORIAL SCHOLARSHIP FUND
    303 TIDEWATER DR
    HAVRE DE GRACE,MD21078
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 50
    CAROLINE VANDEMARK FUND FOR BRAIN AND SPINE TUMOR RESEARCH
    360 ESSEX STREET - SUITE 301
    HACKENSACK,NJ07601
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    CASA OF HARFORD COUNTY
    101 SOUTH MAIN ST SUITE 303
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    CHARLES E SMITH LIFE COMMUNITIES
    6121 MONTROSE RD
    ROCKVILLE,MD20852
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 250
    CHEDER CHABAD
    5713 PARK HEIGHTS AVE
    BALTIMORE,MD21215
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 300
    CHESAPEAKE PROFESSIONAL WOMEN'S NETWORK
    2019 EMMORTON RD
    BEL AIR,MD21015
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 2,500
    CHESAPEAKE THERAPEUTIC RIDING
    PO BOX 475
    ABINGDON,MD21009
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    COMMUNITY FOUNDATION OF HARFORD COUNTY
    PO BOX 612 124 NORTH MAIN ST
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 2,500
    DELTA-PEACH BOTTOM PTA
    1081 ATOM ROAD
    DELTA,PA17314
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 25
    DICKY HILL FOREST
    2301 WHEATLEY DR 203
    BALTIMORE,MD21207
    NONE   CULINARY SUMMER CAMP PROGRAM FACILITY EXPENSES. 3,999
    EPILEPSY FOUNDATION
    922 HWY 33 BUILDING 6 SUITE 1
    FREEHOLD,NJ07728
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 30
    FAIRVIEW AME CHURCH
    2328 HIGHPOINT RD
    FOREST HILL,MD21050
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 75
    FAMILY AND CHILDRENS SERVICES
    44 EAST GORDON ST
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    FAMILY TREE THE
    2108 NORTH CHARLES STREET
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    FAWN GROVE OLDE TYME DAYS
    941 THOMPSON RD
    FAWN GROVE,PA17321
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 40
    GIRL SCOUTS OF CENTRAL MARYLAND
    4806 SETON DRIVE
    BALTIMORE,MD21215
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    GREATER EXCELLENCE IN EDUCATION FOUNDATION
    260 GATEWAY DRIVE
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 600
    HABITAT FOR HUMANITY SUSQUEHANNA
    205 S HAYS ST
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 3,250
    HANK ROCKS- AUTISM SPEAKS
    1405 BASSETT CT
    BEL AIR,MD21014
    NONE   ANNUAL WALK FOR AUTISM 50
    HARFORD CHABAD
    PO BOX 393
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,800
    HARFORD CHRISTIAN SCHOOL
    1736 WHITEFORD RD
    DARLINGTON,MD21034
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    HARFORD COMMUNITY ACTION AGENCY INC
    1321 B WOODBRIDGE STATION WAY
    EDGEWOOD,MD21040
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 200
    HARFORD COMMUNITY COLLEGE
    401 THOMAS RUN RD
    BEL AIR,MD21015
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    HARFORD COMMUNITY COLLEGE - CULTURAL EVENTS
    401 THOMAS RUN RD
    BEL AIR,MD21015
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 400
    HARFORD COMMUNITY COLLEGE FOUNDATION
    401 THOMAS RUN RD
    BEL AIR,MD21015
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 8,400
    HARFORD COUNTY BAR FOUNDATION
    18 OFFICE ST - 1ST FLOOR
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    HARFORD COUNTY BRANCH NAACP
    PO BOX 525
    ABERDEEN,MD21001
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    HARFORD COUNTY ENVIRONMENTAL SCHOLARSHIP PROGRAM
    502 W WHEEL RD
    BEL AIR,MD21015
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    HARFORD COUNTY FARM FAIR INC
    PO BOX 22
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,500
    HARFORD COUNTY PUBLIC LIBRARY
    1221-A BRASS MILL RD
    BELCAMY,MD21017
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    HARFORD COUNTY SCHOLAR DINNER
    5 PUNTE LANE
    ESSEX,MD21221
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    HARFORD DAY SCHOOL
    715 MOORES MILL RD
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 3,000
    HARFORD FRIENDS SCHOOL
    2230 ROCK SPRING RD
    FOREST HILL,MD21050
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 950
    HAVRE DE GRACE DECOY MUSEUM
    215 GILES STREET
    HAVRE DE GRACE,MD21078
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 200
    HDG INDEPENDENCE CELEBRATION INC
    PO BOX 157
    HAVRE DE GRACE,MD21078
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    HEALTHY HARFORD
    15 CHURCHVILLE RD SUITE 115
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    HIGHLANDS SCHOOL THE
    2409 CRESWELL RD
    BEL AIR,MD21015
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 3,000
    HISTORICAL SOCIETY OF HARFORD COUNTY INC
    143 N MAIN ST
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    HOMECOMING PROJECT INC
    PO BOX 1190
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    HOWARD PARK CIVIC ASSOCIATION
    PO BOX 26593
    GWYNN OAK,MD21207
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 3,500
    HUMANE SOCIETY OF HARFORD COUNTY
    2208 CONNOLLY RD
    FALLSTON,MD21047
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 6,500
    ITINERIS FOUNDATION
    2050-A ROCKROSE AVENUE
    BALTIMORE,MD21211
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 200
    JACKSONVILLE VOLUNTEER FIRE COMPANY
    PO BOX 471
    PHOENIX,MD21131
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 250
    JANET HARDY MEMORIAL SCHOLARSHIP FUND
    PO BOX 302
    CONOWINGO,MD21918
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 25
    JDRF CREATHER CHESAPEAKE AND POTOMAC CHAPTER
    825 HAMMONDS FERRY RD - SUITE H
    LINTHICUM,MD21090
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 5,000
    JOHN CARROLL SCHOOL
    703 E CHURCHVILLE RD
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 9,000
    KENNARD-DALE HIGH SCHOOL DRAMA CLUB
    393 MAIN STREET
    FAWN GROVE,PA17321
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 25
    THE GREATER BEL AIR COMMUNITY FOUNDATION INC
    PO BOX 412
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 3,300
    KURT M CHENOWITH FOUNDATION
    1800 COSNER RD
    FOREST HILL,MD21050
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 150
    LADEW GARDENS
    3535 JARRETTSVILLE PIKE
    MONKTON,MD21111
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 5,000
    LAM FOUNDATION THE
    48 RIVERVIEW RD WEST
    DELTA,PA17314
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 50
    LASOS
    31 W COURTLAND STREET
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 250
    LOYOLA BLAKEFIELD
    PO BOX 6819
    TOWSON,MD21285
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    MARCH OF DIMES
    175 W OSTEND ST SUITE C-2
    BALTIMORE,MD21230
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 250
    MARYLAND FOOD BANK
    2200 HALETHORPE FARMS RD
    BALTIMORE,MD21227
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 5,000
    MARYLAND SCHOOL FOR THE BLIND
    3501 TAYLOR AVENUE
    BALTIMORE,MD21236
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 250
    MARYLAND STATE BBQ BASH
    37 N MAIN ST
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    MASON -DIXON COUNCIL 10100
    2057 DURHAM RD
    FALLSTON,MD21047
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 50
    MASON DIXON FAIR
    PO BOX 10
    DELTA,PA17314
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 150
    MERCY HEALTH FOUNDATION
    301 ST PAUL PLACE
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,500
    MYRTLE TYLER FAITHFUL FUND ALPHA ZETA SHAPTER
    PO BOX 26444
    BALTIMORE,MD21207
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    NORTH HARFORD ENDZONE CLUB
    4106 BELLE FARMS COURT
    PYLESVILLE,MD21132
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 125
    NORTH HARFORD HIGH SCHOOL
    211 PYLESVILLE RD
    PYLESVILLE,MD21132
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 50
    PARKVILLE CARNEY BUSINESS ASSOCIATION
    PO BOX 10925
    PARKVILLE,MD21234
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    PARKVILLE SENIOR CENTER
    8601 HARFORD RD
    PARKVILLE,MD21234
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 150
    PATTERSON MILL HIGH SCHOOL (PMHS) DRAMA
    85 PATTERSON MILL RD
    BEL AIR,MD21015
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    PRINCE OF PEACE CATHOLIC CHURCH
    2600 WILLOUGHBY BEACH RD
    EDGEWOOD,MD21040
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 50
    ROBERTA'S HOUSE
    1900 N BROADWAY SUITE 101
    BALTIMORE,MD21213
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    SAINT JAMES EPISCOPAL CHURCH
    3100 MONKTON RD
    MONKTON,MD21111
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    SAINT MARGARET SCHOOL
    205 HICKORY AVE
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,250
    SARC
    PO BOX 1207
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    SGT MICHAEL HEEDE JR MEMORIAL FUND
    94 SKYLINE DR
    CONOWINGO,MD21918
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    SINAI HOSPITAL
    2401 WEST BELVEDERE AVENUE
    BALTIMORE,MD21215
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    SOROPTIMIST INTERNATIONAL OF HAVRE DE GRACE
    PO BOX 848
    HAVRE DE GRACE,MD21078
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 500
    SPECIAL OLYMPICS MD HARFORD COUNTY
    702 NORTH TOLLGATE RD
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    ST JOHN EVANGELIST ROMAN CATHOLIC CHURCH
    13305 LONG GREEN PIKE
    HYDES,MD21082
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    ST JOAN OF ARC SCHOOL
    230 SOUTH LAW STREET
    ABERDEEN,MD21001
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    ST JOHN'S LUTHERAN CHURCH OF SWEET AIR
    PO BOX 337
    PHOENIX,MD21131
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 120
    ST STEPHEN SCHOOL
    8028 BRADSHAW RD
    BRADSHAW,MD21087
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 100
    TEMPLA ADAS SHALOM
    9 NORTH EARLTON RD
    HAVRE DE GRACE,MD21078
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 300
    TRINITY LUTHERAN CHRISTIAN SCHOOL
    1100 PHILADELPHIA RD
    JOPPA,MD21085
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 125
    UPPER CHESAPEAKE HEALTH FOUNDATION
    520 UPPER CHESAPEAKE DR - SUITE 405
    BEL AIR,MD21014
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 2,500
    WOMAN INC - BROTHERS WHO CAN COOK
    3603 SUSSEX RD
    PIKESVILLE,MD21207
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    WEBSTER CONGREGATIONAL CHRISTIAN CHURCH
    4100 WEBSTER RD
    HAVRE DE GRACE,MD21078
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 50
    WOUNDED WARRIOR PROJECT
    PO BOX 758541
    TOKEKA,KS66675
    NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
    Total .................................bullet 3a 106,852
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
             
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
             
    9 Net income or (loss) from special events:     01 124,570  
    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).. 0 124,570 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13124,570
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    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 (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    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?...........
    b
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    KLEINS SHOPRITE OF MARYLAND CHARITABLE
    FUND INC
    Employer identification number

    45-5512541
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    KLEINS SHOPRITE OF MARYLAND CHARITABLE
    FUND INC
    Employer identification number
    45-5512541
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    LYNMAR BUILDERS
     

       
    261 HARVARD AVENUE
     
    WESTVILLE, NJ08093

    $ 10,254


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    KLEIN'S SHOPRITE OF FOREST HILL
     

       
    2101 ROCKSPRING ROAD
     
    FOREST HILL, MD21050

    $ 35,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    KLEINS SHOPRITE OF MARYLAND CHARITABLE
    FUND INC
    Employer identification number

    45-5512541
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    KLEINS SHOPRITE OF MARYLAND CHARITABLE
    FUND INC
    Employer identification number

    45-5512541
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 OtherExpensesSchedule
    Name:
    KLEINS SHOPRITE OF MARYLAND CHARITABLE
     
    FUND INC
    EIN:
    45-5512541
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GOLF TOURNAMENT 47,740 0   0


    TY 2015 OtherIncomeSchedule2
    Name:
    KLEINS SHOPRITE OF MARYLAND CHARITABLE
     
    FUND INC
    EIN:
    45-5512541
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 171,800   171,800