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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
LINEHAN FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET SUITE 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21231
A Employer identification number

52-1853307
B Telephone number (see instructions)

(410) 537-5452
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
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$4,018,536
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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 76,080 76,080  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 165,889
b Gross sales price for all assets on line 6a 1,218,253
7 Capital gain net income (from Part IV, line 2)... 165,889
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)....... 23,189 1,747  
12 Total. Add lines 1 through 11........ 265,158 243,716  
Operating and Administrative Expenses 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).... 6,361 6,361   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 3,280 3,280   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.......... 9,641 9,641 0 0
25 Contributions, gifts, grants paid....... 778,786 778,786
26 Total expenses and disbursements. Add lines 24 and 25 788,427 9,641 0 778,786
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -523,269
b Net investment income (if negative, enter -0-) 234,075
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 7,786 29,200 29,200
2 Savings and temporary cash investments......... 152,665 297,239 297,239
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 1,850,164 Click to see attachment1,600,667 1,615,156
c Investments—corporate bonds (attach schedule)....... 247,255 Click to see attachment247,255 239,549
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,653,881 Click to see attachment1,249,630 1,837,392
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) 3,911,751 3,423,991 4,018,536
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
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
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 bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 3,911,751 3,423,991
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 instructions)..... 3,911,751 3,423,991
31 Total liabilities and net assets/fund balances (see instructions). 3,911,751 3,423,991
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
3,911,751
2
Enter amount from Part I, line 27a .....................
2
-523,269
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
35,509
4
Add lines 1, 2, and 3 ..........................
4
3,423,991
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
3,423,991
Form 990-PF (2018)
Form 990-PF (2018)
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.)
1 a . BANK OF NEW YORK MELLON CORP     2018-01-05
b . BANK OF NEW YORK MELLON CORP     2018-01-05
c . PROCEEDS OF LITIGATION FROM AIG     2018-01-05
d 7874.016 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST   2017-11-28 2018-01-12
e 455.803 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2016-12-19 2018-01-12
398.606 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2017-12-19 2018-01-12
1295.337 BROWN ADVISORY SMALL CAP GROWTH INV   2017-12-19 2018-01-12
756.048 BROWN ADVISORY SMALL CAP GROWTH INV   2017-02-09 2018-05-25
1949.318 BA- MACQUARIE ASIA NEW STARS FD CL INST   2018-01-12 2018-06-26
1982.161 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST   2017-11-28 2018-06-26
590.551 BA- MACQUARIE ASIA NEW STARS FD CL INST   2018-01-12 2018-06-29
456.46 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST   2012-12-13 2018-06-29
935.19 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST   2017-11-28 2018-06-29
343.407 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2011-01-03 2018-06-29
491.642 BROWN ADVISORY SMALL CAP GROWTH INV   2017-02-09 2018-06-29
5322.581 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST   2017-11-28 2018-07-05
336.474 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2011-01-03 2018-07-05
484.966 BROWN ADVISORY SMALL CAP GROWTH INV   2017-02-09 2018-07-05
65. ISHARES MSCI EAFE SMALL CAP ETF   2016-07-15 2018-07-05
16083.307 BA- MACQUARIE ASIA NEW STARS FD CL INST   2015-12-21 2018-07-25
978.161 BA- MACQUARIE ASIA NEW STARS FD CL INST   2018-01-12 2018-07-25
. BANK OF AMERICA LITIGATION PROCEEDS     2018-08-10
2537.395 GLOBAL LONG EQ MGRS - CLASS 1 TAX-EX   2015-06-30 2018-08-15
7557.981 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST   2017-11-28 2018-08-27
6727.733 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST   2013-10-21 2018-08-27
97.85993 ARTISAN INTERNATIONAL VALUE ADVISOR   2018-08-27 2018-12-19
80.88607 ARTISAN INTERNATIONAL VALUE ADVISOR   2018-08-27 2018-12-19
399.90179 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST   2013-10-21 2018-12-19
2280.51021 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST   2013-10-21 2018-12-19
3483.146 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST   2012-12-13 2018-12-19
1088.795 BROWN ADVISORY SMALL CAP GROWTH INV   2017-02-09 2018-12-19
683.207 BROWN ADVISORY SMALL CAP GROWTH INV   2018-12-17 2018-12-19
2572.899 DFA INTL CORE EQUITY   2018-08-27 2018-12-19
109.42792 DFA EMERGING MKTS SML CAP INC   2018-08-17 2018-12-19
836.51808 DFA EMERGING MKTS SML CAP INC   2018-08-17 2018-12-19
100. ISHARES MSCI ALL COUNTRY ASIA EX ETF   2018-08-17 2018-12-19
75. ISHARES MSCI EAFE SMALL CAP ETF   2016-07-15 2018-12-19
796.84633 T ROWE PRICE EQUITY INCOME FUND SBI   2016-11-11 2018-12-19
1025.97567 T ROWE PRICE EQUITY INCOME FUND SBI   2016-11-11 2018-12-19
CAPITAL GAIN DIVIDENDS P    
(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 95     95
b 71     71
c 534     534
d 90,000   87,559 2,441
e 13,337   7,143 6,194
11,663   11,392 271
25,000   22,172 2,828
15,000   12,664 2,336
20,000   22,164 -2,164
20,000   22,042 -2,042
6,000   6,715 -715
4,592   4,565 27
9,408   10,399 -991
10,000   5,268 4,732
10,000   8,235 1,765
66,000   68,182 -2,182
10,000   5,162 4,838
10,000   8,123 1,877
4,032   3,194 838
160,288   160,462 -174
9,748   11,122 -1,374
69     69
303,284   250,000 53,284
96,138   96,818 -680
85,577   67,277 18,300
3,011   3,653 -642
2,489   3,019 -530
3,879   3,999 -120
22,121   22,805 -684
31,000   34,831 -3,831
18,433   18,237 196
11,567   11,697 -130
30,000   36,149 -6,149
2,024   2,313 -289
15,476   17,684 -2,208
6,368   6,914 -546
3,919   3,685 234
21,857   25,491 -3,634
28,143   32,821 -4,678
      92,429
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       95
b       71
c       534
d       2,441
e       6,194
      271
      2,828
      2,336
      -2,164
      -2,042
      -715
      27
      -991
      4,732
      1,765
      -2,182
      4,838
      1,877
      838
      -174
      -1,374
      69
      53,284
      -680
      18,300
      -642
      -530
      -120
      -684
      -3,831
      196
      -130
      -6,149
      -289
      -2,208
      -546
      234
      -3,634
      -4,678
       
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 2 165,889
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))
2017 937,834 4,940,039 0.189843
2016 1,003,143 5,265,913 0.190497
2015 854,440 6,060,389 0.140988
2014 1,361,285 5,027,920 0.270745
2013 685,062 4,497,017 0.152337
2
Total of line 1, column (d) .....................
2
0.94441
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.188882
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,639,324
5
Multiply line 4 by line 3......................
5
876,285
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,341
7
Add lines 5 and 6........................
7
878,626
8
Enter qualifying distributions from Part XII, line 4,.............
8
778,786
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 4,682
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 4,682
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 4,682
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,000
8 Enter any penalty for underpayment of estimated tax. Check here if 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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,318
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,318 RefundedBullet 11 0
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 addressbullet  
    14
    The books are in care ofbulletEARL L LINEHAN Telephone no.bullet (410) 494-8977

    Located atbullet515 FAIRMOUNT AVETOWSONMD ZIP+4bullet21286
    15
    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
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
     
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
    Yes
     
    .........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). Click to see attachment
    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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    DARIELLE D LINEHAN PRESIDENT
    1
    0    
    515 FAIRMOUNT AVE
    TOWSON,MD21286
    EARL L LINEHAN SECTY/TREAS
    1
    0    
    515 FAIRMOUNT AVE
    TOWSON,MD21286
    DEBBIE FINNELL ASST SECRETARY
    1
    0    
    515 FAIRMOUNT AVE
    TOWSON,MD21286
    JOHN D LINEHAN TRUSTEE
    1
    0    
    6 BETTY BUSH LANE
    BALTIMORE,MD21212
    BRENDAN E LINEHAN TRUSTEE
    1
    0    
    1177 WEST LOOP AVENUE
    AUSTIN,TX78703
    CHARLES M LINEHAN TRUSTEE
    1
    0    
    4732 17TH STREET
    SAN FRANCISCO,CA94117
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    4,472,119
    b
    Average of monthly cash balances.......................
    1b
    237,855
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,709,974
    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
    4,709,974
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    70,650
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,639,324
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    231,966
    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.)
    1
    Minimum investment return from Part X, line 6....................
    1
    231,966
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,682
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,682
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    227,284
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    227,284
    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
    227,284
    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
    778,786
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    778,786
    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
    778,786
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 227,284
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 495,770
    b From 2014...... 1,147,544
    c From 2015...... 565,973
    d From 2016...... 751,062
    e From 2017...... 698,262
    fTotal of lines 3a through e........ 3,658,611
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 778,786
    a Applied to 2017, 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 2018 distributable amount..... 227,284
    e Remaining amount distributed out of corpus 551,502
    5 Excess distributions carryover applied to 2018. 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 4,210,113
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    495,770
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    3,714,343
    10 Analysis of line 9:
    a Excess from 2014.... 1,147,544
    b Excess from 2015.... 565,973
    c Excess from 2016.... 751,062
    d Excess from 2017.... 698,262
    e Excess from 2018.... 551,502
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 email address 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 (2018)
    Form 990-PF (2018)
    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
    UMBC FOUNDATION
    1000 HILLTOP CIRCLE
    BALTIMORE,MD21250
    NONE PUBLIC CHARITY LINEHAN ARTIST SCHOLARS 31,370
    GUADALUPE CENTER
    1015 AVENIDA CESAR E CHAVEZ
    Kansas City,MO64108
    NONE PUBLIC CHARITY GENERAL 17,500
    CALVERT SCHOOL
    105 TUSCANY ROAD
    BALTIMORE,MD21210
    NONE PUBLIC CHARITY ANNUAL FUND 1,500
    BALTIMORE MUSEUM OF ART
    10 ART MUSEUM DRIVE
    BALTIMORE,MD212183898
    NONE PUBLIC CHARITY GENERAL 2,500
    ST MARY'S SEMINARY & UNIVERSITY
    5400 ROLAND AVENUE
    BALTIMORE,MD212101994
    NONE PUBLIC CHARITY ANNUAL FUND 2,500
    CASCIA HALL ALUMNI ASSOCIATION
    2520 S YORKTOWN AVENUE
    TULSA,OK741142803
    NONE PUBLIC CHARITY CLASS OF 1958 SCHOLARSHIP 250
    ARCHDIOCESE OF BALTIMORE
    ATTN PATRICK MADDEN
    320 CATHEDRAL STREET
    BALTIMORE,MD212014421
    NONE PUBLIC CHARITY GENERAL 30,000
    CATHOLIC CHARITIES
    320 CATHEDRAL STREET
    BALTIMORE,MD212014421
    NONE PUBLIC CHARITY 2017 LEADERSHIP BREAKFAST 15,000
    KENNEDY KRIEGER INSTITUTE
    707 N BROADWAY
    BALTIMORE,MD21205
    NONE PUBLIC CHARITY GENERAL 2,000
    HARARD BUSINESS SCHOOL
    SOLDIERS FIELD
    Boston,MA02163
    NONE PUBLIC CHARITY GENERAL 5,000
    GILMAN SCHOOL
    5407 ROLAND AVENUE
    BALTIMORE,MD21210
    NONE PUBLIC CHARITY GENERAL 10,000
    INST OF CHRISTIAN & JEWISH STUDIES
    956 DULANEY VALLEY ROAD
    BALTIMORE,MD21204
    NONE PUBLIC CHARITY GENERAL 11,000
    JUBILEE BALTIMORE INC
    1228 N CALVERT STREET
    BALTIMORE,MD212023909
    NONE PUBLIC CHARITY GENERAL 250
    CAVES VALLEY GOLF CLUB FOUNDATION
    2910 BLENDON RD
    OWINGS MILLS,MD21117
    NONE PUBLIC CHARITY GENERAL 4,200
    BALTIMORE COUNCIL ON FOREIGN AFFAIR
    401 E PRATT STREET STE 1611
    BALTIMORE,MD212023014
    NONE PUBLIC CHARITY ROCHE FUND 250
    FRIENDS SCHOOL OF BALTIMORE
    5114 NORTH CHARLES STREET
    Baltimore,MD21210
    NONE PUBLIC CHARITY GENERAL 10,000
    UNIVERSITY OF NOTRE DAME
    405 MAIN BUILDING
    NOTRE DAME,IN46556
    NONE PUBLIC CHARITY GENERAL 40,000
    BALTIMORE SCHOOL OF ARTS FOUNDATION
    712 CATHEDRAL STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY DIRECTORS CIRCLE 3,500
    BALTIMORE SYMPHONY ORCHESTRA
    1212 CATHEDRAL STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 10,000
    CHILDREN'S SCHOLARSHIP FUND BALT
    8 W 38TH STREET 9TH FLOOR
    NEW YORK,NY10018
    NONE PUBLIC CHARITY GENERAL 2,000
    MERCY HEALTH SERVICES
    345 ST PAUL PLACE
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY THE MERCY SOCIETY 7,500
    HIGH ZERO FOUNDATION INC
    3618 FALLS ROAD 3RD FLOOR
    BALTIMORE,MD21211
    NONE PUBLIC CHARITY GENERAL 2,500
    JHU - DEPARTMENT OF PSYCHIATRY
    201 N CHARLES STREET SUITE 2500
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY STUDIES AND INTERVENTIONS 2,500
    PACT
    PO BOX 1247
    Decatur,AL35602
    NONE PUBLIC CHARITY GENERAL 200
    CENTER STAGE
    700 NORTH CALVERT STREET
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL 2,000
    BALTIMORE COMMUNITY FOUNDATION
    2 EAST REED STREET 9TH FLOOR
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL 5,000
    ST IGNATIUS CHURCH
    740 N CALVERT STREET
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL 20,000
    SHERIFF'S MEADOW FOUNDATION
    57 DAVID AVENUE
    VINEYARD HAVEN,MA02568
    NONE PUBLIC CHARITY ANNUAL FUND 1,500
    FARM NECK FOUNDATION
    PO BOX 1656
    OAK BLUFFS,MA025571656
    NONE PUBLIC CHARITY GENERAL 250
    CRISTO REY JESUIT HIGH SCHOOL
    420 S CHESTER STREET
    BALTIMORE,MD21231
    NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 85,415
    UNITED WAY OF CENTRAL MARYLAND
    100 SOUTH CHARLES ST 5TH FLOOR
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 50,000
    ALLIANCE FOR CATHOLIC EDUCATION
    107 CAROLE SANDNER HALL
    NOTRE DAME,IN46556
    NONE PUBLIC CHARITY ANNUAL GIVING 60,000
    BALTIMORE SQUASH WISE
    3600 CLIPPER MILL ROAD
    BALTIMORE,MD21211
    NONE PUBLIC CHARITY TEAM HOPOKRARKIGASP 1,000
    GREATER BALTIMORE CULTURAL ALLIANCE
    1800 N CHARLES ST
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 500
    GREENE STREET FRIENDS SCHOOL
    5511 GREENE STREET
    PHILADELPHIA,PA19144
    NONE PUBLIC CHARITY GENERAL 1,855
    ISLAND HOUSING TRUST
    346 STATE ROAD
    VINEYARD HAVEN,MA02568
    NONE PUBLIC CHARITY GENERAL 38,334
    ST ELIZABETHS SCHOOL
    801 ARGONNE DRIVE
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY GENERAL 2,500
    THE ASPEN INSTITUTE
    ONE DUPONT CIRCLE NW
    WASHINGTON,DC20036
    NONE PUBLIC CHARITY ASPEN LEAF SOCIETY 5,000
    BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST
    808 NORTH CHARLES STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 2,500
    BALTIMORE LEADERSHIP SCHOOL YOUNG WOMEN
    128 W FRANKLIN STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 35,000
    CASCIA HALL PREPARATORY SCHOOL
    2520 S YORKTOWN AVE
    TULSA,OK74114
    NONE PUBLIC CHARITY GENERAL 2,500
    FRIENDS OF THE VINEYARD HAVEN P LIBRARY
    200 MAIN STREET
    VINEYARD HAVEN,MA02568
    NONE PUBLIC CHARITY GENERAL 250
    MARTHA'S VINEYARD CEREBRAL PALSY CAMP
    PO BOX 1357
    VINEYARD HAVEN,MA02568
    NONE PUBLIC CHARITY GENERAL 2,000
    TEACH FOR AMERICA
    315 WEST 36TH STREET 7TH FLOOR
    NEW YORK,NY10018
    NONE PUBLIC CHARITY GENERAL 20,000
    UNIVERSITY OF MARYLAND BALTIMORE
    620 W LEXINGTON ST
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 5,000
    WOMEN'S EDUCTIONAL ALLIANCE
    308 W JOPPA RD
    TOWSON,MD21204
    NONE PUBLIC CHARITY GENERAL 2,500
    WYPR
    2216 NORTH CHARLES STREET
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY GENERAL 1,000
    TISBURY SCHOOL
    PO BOX 878
    VINEYARD HVN,MA02568
    NONE PUBLIC CHARITY EDUCATIONAL 250
    ARTS EDUCATION IN MD SCHOOLS
    175 W OSTEND ST STE A3
    BALTIMORE,MD21230
    NONE PUBLIC CHARITY EDUCATIONAL 1,500
    WALTERS ART MUSEUM
    600 NORTH CHARLES STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY ART 2,500
    COLLEGE BOUND FOUNDATION
    2457 CARDINAL HILL CT
    CINCINNATI,OH45230
    NONE PUBLIC CHARITY STUDENT FINANCIAL AID 1,000
    BALTIMORE CURRICULUM PROJECT
    2707 E FAYETTE STREET
    BALTIMORE,MD21224
    NONE PUBLIC CHARITY EDUCATIONAL 1,000
    EASTER SEALS
    1420 SPRING STREET
    SILVER SPRING,MD20910
    NONE PUBLIC CHARITY HEALTH SUPPORT SERVICES 250
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403
    NONE PUBLIC CHARITY NATURAL RESOURCE 5,000
    IGNATIAN VOLUNTEER CORPS
    112 E MADISON STREET SUITE 300
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY VOLUNTARISM PROMOTION 25,000
    FAMILY TREE
    2108 NORTH CHARLES ST
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY HUMAN SERVICE ORGANIZATIONS 25,000
    ENOCH PRATT FREE LIBRARY
    400 CATHEDRAL STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY LIBRARY SCIENCE 13,500
    MARTHA'S VINEYARD COMMUNITY SERVICES
    111 EDGARTOWN ROAD
    VINEYARD HAVEN,MA02568
    NONE PUBLIC CHARITY COMMUNITY MENTAL HEALTH 1,000
    PAUL'S PLACE INC
    1118 WARD ST
    BALTIMORE,MD21230
    NONE PUBLIC CHARITY FOOD DISTRIBUTION 6,000
    BALTIMORE CHORAL ARTS SOCIETY INC
    1316 PARK AVE
    BALTIMORE,MD21217
    NONE PUBLIC CHARITY MUSIC 1,000
    MARYLAND HUMANITIES COUNCIL
    108 WEST CENTRE STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY HUMANITIES 1,000
    AMERICAN VISIONARY ART MUSEUM
    800 KEY HWY
    BALTIMORE,MD21230
    NONE PUBLIC CHARITY ART MUSEUMS 2,500
    PACT AN ADOPTION ALLIANCE
    5155 DOYLE STREET SUITE 1
    EMERYVILLE,CA94804
    NONE PUBLIC CHARITY ADOPTION 2,500
    ST GEORGE CATHOLIC CHURCH
    19199 ST GEORGES CHURCH RD
    VALLEY LEE,MD20692
    NONE PUBLIC CHARITY RELIGIOUS 6,000
    CATCH A LIFT FUND
    2066 YORK ROAD SUITE 205A
    TIMONIUM,MD21093
    NONE PUBLIC CHARITY FUND RAISING/DISTRIBUITON 500
    PARTNERS IN EXCELLENCE
    32805 154TH AVE
    AVON,MN56310
    NONE PUBLIC CHARITY INTERNATIONAL DEVELOPMENT 2,500
    CAPE AND ISLANDS UNITED WAY
    PO BOX 367
    CENTERVILLE,MA02632
    NONE PUBLIC CHARITY FUND RAISING/DISTRIBUTION 2,500
    UNITED STATES ADAPTIVE GOLF ALLIANCE
    9200 BLUEBIRD TERRACE
    GAITHERSBURG,MD20879
    NONE PUBLIC CHARITY RECREATION/SPORTS 2,500
    ARTIS - NAPLES
    5833 PELICAN BAY BLVD
    NAPLES,FL34108
    NONE PUBLIC CHARITY GENERAL 5,000
    JESUIT REFUGEE SERVICE USA
    1016 16TH STREET NW SUITE 500
    WASHINGTON,DC20036
    NONE PUBLIC CHARITY GENERAL 2,500
    WASHINGTON COLLEGE
    300 WASHINGTON AVE
    CHESTERTOWN,MD21620
    NONE PUBLIC CHARITY GENERAL 10,000
    LOYOLA EARLY LEARNING CENTER
    801 ST PAUL STREET
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL 12,500
    ABOVE THE NOISE FOUNDATION
    PO BOX 14
    HARRISON,NY10528
    NONE PUBLIC CHARITY GENERAL 10,299
    BALTIMORE TREE TRUST
    101 N HAVEN STREET
    BALTIMORE,MD21224
    NONE PUBLIC CHARITY GENERAL 1,000
    BALTlMORE COLLEGIATE SCHOOL FOR BOYS
    900 WOODBOURNE AVE
    BALTIMORE,MD21212
    NONE PUBLIC CHARITY GENERAL 1,000
    BOOTS FOR BALTlMORE
    C/O CHURCH OF THE REDEEMER
    5603 N CHARLES STREET
    BALTIMORE,MD21210
    NONE PUBLIC CHARITY GENERAL 500
    FRIENDS OF CLIFTON MANSION
    901 S BOND ST STE 400
    BALTIMORE,MD21231
    NONE PRIVATE FOUNDATION GENERAL 5,000
    FRIENDS OF MVY RADIO
    PO BOX 1148
    VINEYARD HAVEN,MA02568
    NONE PUBLIC CHARITY GENERAL 250
    INNOVATION WORKS INC
    1400 GREENMOUNT AVENUE
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL 25,000
    LITERACY & LEADERSHIP EMPOWERMENT IN
    7030 BELLONA AVE
    BALTIMORE,MD21212
    NONE PUBLIC CHARITY GENERAL 1,000
    PROVINCE MOTHER OF GOOD COUNSEL
    31 PENNSWOOD ROAD
    BRYN MAWR,PA19010
    NONE PUBLIC CHARITY GENERAL 600
    SISTERS OF ST FRANCIS OF ASSISI
    3615 HARFORD ROAD
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY GENERAL 2,500
    SISTERS OF THE HOLY CROSS INC
    108 E WEST ST
    BALTIMORE,MD21230
    NONE PUBLIC CHARITY GENERAL 9,513
    STEPHEN R BOGUSKY III SCHOLARSHIP
    FRIENDS SCHOOL
    5114 N CHARLES ST
    BALTIMORE,MD21210
    NONE PUBLIC CHARITY GENERAL 5,000
    TALBOT HUMANE SOCIETY
    7894 OCEAN GATEWAY
    EASTON,MD21601
    NONE PUBLIC CHARITY GENERAL 500
    THE NATIONAL MENTORING PSHIP
    1680 DUKE ST 200
    ALEXANDRIA,VA22314
    NONE PUBLIC CHARITY GENERAL 1,500
    TULSA COMMUNITY FOUNDATION
    7030 S YALE AVE 600
    TULSA,OK74136
    NONE PUBLIC CHARITY GENERAL 10,000
    BALTIMORE NEXT GENERATION INVESTING EVEN
    35 WARRENTON ROAD
    BALTIMORE,MD21210
    NONE PUBLIC CHARITY GENERAL 1,000
    GREATER RUXTON AREA FOUNDATION
    PO BOX 204
    RIDERWOOD,MD21139
    NONE PUBLIC CHARITY GENERAL 500
    PLAYERS PHILANTHROPY FUND INC
    1122 KENILWOTH DRIVE STE 502
    TOWSON,MD21204
    NONE PUBLIC CHARITY THE REDDY FINNEY STORY 15,000
    Total .................................bullet 3a 778,786
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 76,080  
    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 ............
        18 165,889  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        14 4,669  
    bSTATE TAX REFUND     14 16,773  
    cPASSTHRU OTHER INC     14 1,747  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   265,158  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    265,158
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN:
    52-1853307
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    FRIENDS OF CLIFTON MANSION
     
    901 S BOND ST STE 400
    BALTIMORE,MD21231
    2018-08-16 5,000 TO SUPPORT RESTORATION OF CLIFTON MANSION AND ESTABLISHMENT THERE OF EXHIBITS AND/OR A MUSEUM OF PHILANTHROPY. 5,000 NONE 8/31/2018 2018-08-31 GRANT PURPOSES FULFILLED WITHOUT ANY DIVERSIONS BY THE GRANTEE.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN:
    52-1853307
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 247,255 239,549

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN:
    52-1853307
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 1,600,667 1,615,156

    TY 2018 InvestmentsOtherSchedule2
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN:
    52-1853307
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 1,249,630 1,837,392

    TY 2018 OtherIncomeSchedule2
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN:
    52-1853307
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 4,669 0  
    STATE TAX REFUND 16,773 0  
    BROWN VENTURE INVSTRS SERIES 2000 ACCEL 1,722 1,722  
    WOODBROOK MB LIMITED PARTNERSHIP 25 25  


    TY 2018 OtherIncreasesSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN:
    52-1853307
    Description Amount
    LOSSES NOT ON BOOKS 34,509
    REVERSAL OF PRIOR YEAR GRANT 1,000


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN:
    52-1853307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES-PRIN 5,378 5,378    
    FROM PARTNERSHIP/S-CORP 983 983    


    TY 2018 TaxesSchedule
    Name:
    LINEHAN FAMILY FOUNDATION INC
    EIN:
    52-1853307
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON QUALIFIED FOR 3,011 3,011   0
    FOREIGN TAXES ON NONQUALIFIED 269 269   0