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
BUCKINGHAM SCHOOL FREDERICK COUNTY MD
 
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

52-6034781
B Telephone number (see instructions)

(410) 537-5450
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$1,355,229
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... 18,407 18,135 18,302
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 268,716
b Gross sales price for all assets on line 6a 732,855
7 Capital gain net income (from Part IV, line 2)... 268,716
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 287,123 286,851 18,302
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).... 6,421 6,421 6,421 0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 1,577 603   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.......... 7,998 7,024 6,421 0
25 Contributions, gifts, grants paid....... 66,613 66,613
26 Total expenses and disbursements. Add lines 24 and 25 74,611 7,024 6,421 66,613
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 212,512
b Net investment income (if negative, enter -0-) 279,827
c Adjusted net income (if negative, enter -0-)... 11,881
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............. 4,066 6,282 6,282
2 Savings and temporary cash investments......... 88,418 100,401 100,401
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)....... 948,768 Click to see attachment927,097 1,028,471
c Investments—corporate bonds (attach schedule).......   Click to see attachment221,000 220,075
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 1,041,252 1,254,780 1,355,229
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........ 1,041,252 1,254,780
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)..... 1,041,252 1,254,780
31 Total liabilities and net assets/fund balances (see instructions). 1,041,252 1,254,780
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
1,041,252
2
Enter amount from Part I, line 27a .....................
2
212,512
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,016
4
Add lines 1, 2, and 3 ..........................
4
1,254,780
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
1,254,780
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 1. DANAHER CORP   2017-05-24 2018-01-03
b 14. CANADIAN NATL RAILWAY CO   2015-04-10 2018-01-04
c 1. DANAHER CORP   2017-05-24 2018-01-04
d 9. MASTERCARD INC   2015-09-15 2018-01-04
e 11. VISA INC CLASS A SHARES   2015-09-15 2018-01-04
. BANK OF NEW YORK MELLON CORP     2018-01-05
. BANK OF NEW YORK MELLON CORP     2018-01-05
2. DANAHER CORP   2010-04-06 2018-01-05
2. DANAHER CORP   2017-05-24 2018-01-05
5. PAYPAL HOLDINGS INC   2016-08-11 2018-01-09
8. PAYPAL HOLDINGS INC   2016-08-11 2018-01-10
2. WABTEC COM   2015-12-11 2018-01-16
14. NXP SEMICONDUCTORS N V   2016-07-05 2018-01-18
12. NXP SEMICONDUCTORS N V   2016-07-05 2018-01-19
5. NXP SEMICONDUCTORS N V   2015-01-07 2018-01-22
2. ECOLAB INC   2017-08-15 2018-01-23
1. ECOLAB INC   2012-12-05 2018-01-23
4. NXP SEMICONDUCTORS N V   2015-01-06 2018-01-23
4. NXP SEMICONDUCTORS N V   2015-01-06 2018-01-23
6. ECOLAB INC   2012-12-05 2018-01-24
44. HANESBRANDS INC COM USD0.01   2017-02-24 2018-01-24
3. WABTEC COM   2015-12-11 2018-01-26
16. STARBUCKS CORP.   2017-10-05 2018-01-29
2. WABTEC COM   2015-12-18 2018-01-29
8. STARBUCKS CORP.   2017-10-05 2018-01-30
3. STARBUCKS CORP.   2012-10-31 2018-01-30
11. STARBUCKS CORP.   2012-10-24 2018-01-30
14. STARBUCKS CORP.   2012-10-24 2018-01-31
5. STARBUCKS CORP.   2012-10-24 2018-01-31
2. FACEBOOK INC CLASS A   2015-03-03 2018-02-01
17. STARBUCKS CORP.   2012-10-24 2018-02-01
29. STARBUCKS CORP.   2012-10-24 2018-02-02
3. WABTEC COM   2015-12-18 2018-02-06
2. WABTEC COM   2016-01-05 2018-02-06
47. HANESBRANDS INC COM USD0.01   2017-02-27 2018-02-07
2. WABTEC COM   2016-02-18 2018-02-07
2. ECOLAB INC   2012-11-29 2018-02-08
24. HANESBRANDS INC COM USD0.01   2017-02-28 2018-02-08
53. HANESBRANDS INC COM USD0.01   2017-03-01 2018-02-08
3. WABTEC COM   2016-02-18 2018-02-08
5. WABTEC COM   2016-01-07 2018-02-08
3. ECOLAB INC   2012-11-29 2018-02-09
2. ECOLAB INC   2012-11-29 2018-02-09
58. HANESBRANDS INC COM USD0.01   2017-02-03 2018-02-09
20. HANESBRANDS INC COM USD0.01   2017-03-01 2018-02-09
4. WABTEC COM   2016-01-22 2018-02-09
1. ECOLAB INC   2012-11-29 2018-02-12
3. WABTEC COM   2016-01-21 2018-02-12
2. ECOLAB INC   2012-12-03 2018-02-13
1. WABTEC COM   2016-01-21 2018-02-13
2. ECOLAB INC   2012-12-03 2018-02-14
24. WABTEC COM   2016-02-09 2018-02-14
5. ECOLAB INC   2012-12-03 2018-02-15
2. FLEETCOR TECHNOLOGIES INC   2015-07-31 2018-02-15
16. CROWN CASTLE INTL CORP   2016-11-09 2018-02-16
2. ECOLAB INC   2012-12-03 2018-02-16
3. ECOLAB INC   2012-12-03 2018-02-20
2. CROWN CASTLE INTL CORP   2015-04-10 2018-02-21
3. ECOLAB INC   2012-12-03 2018-02-21
8. CROWN CASTLE INTL CORP   2015-04-10 2018-02-22
2. ECOLAB INC   2012-11-28 2018-02-23
1. ECOLAB INC   2012-11-28 2018-02-26
1. ECOLAB INC   2012-11-28 2018-02-27
21. TJX COS INC   2015-04-10 2018-02-28
1. ECOLAB INC   2012-11-28 2018-03-01
4. ESTEE LAUDER COMPANIES CL A   2013-02-01 2018-03-01
2. ECOLAB INC   2012-11-28 2018-03-02
1. ECOLAB INC   2012-11-28 2018-03-05
3. ECOLAB INC   2012-11-28 2018-03-05
4. ECOLAB INC   2012-11-27 2018-03-06
1. ECOLAB INC   2012-11-27 2018-03-07
17. ECOLAB INC   2012-11-27 2018-03-07
7. SMITH A O CORP   2018-01-26 2018-03-08
2. ADOBE SYS INCORP   2016-05-13 2018-03-09
2. AMPHENOL CORP - CL A   2010-04-14 2018-03-09
1. ADOBE SYS INCORP   2016-04-18 2018-03-12
4. AMPHENOL CORP - CL A   2010-04-15 2018-03-12
3. ADOBE SYS INCORP   2016-04-25 2018-03-13
1. AMPHENOL CORP - CL A   2010-04-15 2018-03-13
1. SMITH A O CORP   2018-01-22 2018-03-14
1. SMITH A O CORP   2018-01-23 2018-03-15
5. AMPHENOL CORP - CL A   2010-04-16 2018-03-16
4. VISA INC CLASS A SHARES   2013-08-28 2018-03-19
2. ALPHABET INC CL A   2010-05-24 2018-03-26
1. FLEETCOR TECHNOLOGIES INC   2015-08-06 2018-03-26
49. ADOBE SYS INCORP   2016-07-05 2018-03-27
13. AETNA INC NEW   2016-06-17 2018-03-27
47. ALIBABA GROUP HOLDING LTD A D R   2018-03-26 2018-03-27
5. ALPHABET INC CL C   2015-09-15 2018-03-27
1. ALPHABET INC CL C   2018-02-08 2018-03-27
9. ALPHABET INC CL C   2011-10-04 2018-03-27
3. ALPHABET INC CL A   2015-04-10 2018-03-27
64. ALTABA INC   2016-01-07 2018-03-27
9. AMAZON.COM INC   2015-01-20 2018-03-27
30. AMERIPRISE FINL INC   2016-12-28 2018-03-27
100. AMPHENOL CORP - CL A   2010-07-21 2018-03-27
33. ANSYS INC   2010-10-11 2018-03-27
8. ANTHEM INC   2015-04-10 2018-03-27
33. APPLE COMPUTER INC.   2016-02-11 2018-03-27
83. BWX TECHNOLOGIES INC   2018-03-01 2018-03-27
36. BANK OF AMERICA CORPORATION   2016-12-15 2018-03-27
101. BANK OF AMERICA CORPORATION   2017-07-12 2018-03-27
45. BERKSHIRE HATHAWAY INC CL B   2015-04-10 2018-03-27
2. BOOKING HOLDINGS INC   2015-04-10 2018-03-27
4. BOOKING HOLDINGS INC   2018-02-01 2018-03-27
2035.623 BROWN ADVISORY SM CP FUNDAMENTAL VAL   2013-03-13 2018-03-27
2626.05 BROWN ADVISORY SMALL CAP GROWTH INV   2014-12-30 2018-03-27
31. CANADIAN NATL RAILWAY CO   2015-04-10 2018-03-27
39.00017 CARMAX INC   2015-04-10 2018-03-27
7.99983 CARMAX INC   2015-04-10 2018-03-27
33. CARMAX INC   2018-02-15 2018-03-27
20. CHARTER COMMUNICATIONS INC NEW   2018-03-08 2018-03-27
6. CHIPOTLE MEXICAN GRILL INC   2016-10-03 2018-03-27
32. CINTAS CORP.   2018-03-26 2018-03-27
13.00018 CONAGRA INC.   2017-12-20 2018-03-27
43.99982 CONAGRA INC.   2017-12-22 2018-03-27
38. COSTCO WHOLESALE CORPORATION   2010-04-06 2018-03-27
3. COSTCO WHOLESALE CORPORATION   2017-11-08 2018-03-27
17. CROWN CASTLE INTL CORP   2015-04-10 2018-03-27
93. DANAHER CORP   2010-04-06 2018-03-27
42. DELTA AIR LINES INC   2018-02-07 2018-03-27
46. DEXCOM INC   2016-11-28 2018-03-27
35. DEXCOM INC   2017-09-28 2018-03-27
27. WALT DISNEY CO.   2015-04-10 2018-03-27
57. EBAY INC.   2016-10-20 2018-03-27
37. EDWARDS LIFESCIENCES CORP   2016-12-13 2018-03-27
38. EDWARDS LIFESCIENCES CORP   2017-02-13 2018-03-27
67. ELECTRONIC ARTS   2018-02-02 2018-03-27
5. FACEBOOK INC CLASS A   2016-10-20 2018-03-27
22. FACEBOOK INC CLASS A   2017-06-09 2018-03-27
54. FACEBOOK INC CLASS A   2015-03-13 2018-03-27
1. FLEETCOR TECHNOLOGIES INC   2017-08-15 2018-03-27
37. FLEETCOR TECHNOLOGIES INC   2015-10-21 2018-03-27
17. FORTIVE CORP WI   2018-01-19 2018-03-27
108. FORTIVE CORP WI   2016-07-28 2018-03-27
12. GENERAL DYNAMICS CORP   2016-06-09 2018-03-27
59. INTUIT INC.   2018-03-26 2018-03-27
27. INTUITIVE SURGICAL INC   2011-01-07 2018-03-27
1335. ISHARES MSCI EMERGING MARKETS ETF   2017-01-19 2018-03-27
51. J P MORGAN CHASE & CO   2017-01-24 2018-03-27
196. KINDER MORGAN INC   2015-04-10 2018-03-27
69. ESTEE LAUDER COMPANIES CL A   2013-02-01 2018-03-27
1. LOWES COS INC   2018-02-28 2018-03-27
55. LOWES COS INC   2015-04-10 2018-03-27
42. MASTERCARD INC   2015-09-15 2018-03-27
21. MERCK CO INC   2015-09-15 2018-03-27
54. MICROSOFT CORP.   2015-09-15 2018-03-27
8. MICROSOFT CORP.   2017-07-12 2018-03-27
36. OCCIDENTAL PETROLEUM CORP.   2014-02-04 2018-03-27
50. PAYPAL HOLDINGS INC   2015-09-15 2018-03-27
127. PAYPAL HOLDINGS INC   2016-08-26 2018-03-27
12. PAYPAL HOLDINGS INC   2018-02-08 2018-03-27
18. PEPSICO INC.   2015-04-10 2018-03-27
13. T. ROWE PRICE GROUP INC   2015-09-25 2018-03-27
42. QUALCOMM CORP.   2015-09-15 2018-03-27
107. REGIONS FINL CORP   2017-04-18 2018-03-27
121. REGIONS FINL CORP   2017-03-21 2018-03-27
37. ROPER INDUSTRIES INC NEW   2016-10-11 2018-03-27
10. SBA COMMUNICATIONS CORP   2018-02-21 2018-03-27
57. SBA COMMUNICATIONS CORP   2016-02-26 2018-03-27
6. SALESFORCE COM INC   2017-11-14 2018-03-27
84. SALESFORCE COM INC   2010-04-06 2018-03-27
116. CHARLES SCHWAB CORP.   2015-09-15 2018-03-27
18. SHERWIN WILLIAMS CO   2018-03-08 2018-03-27
95. SMITH A O CORP   2017-03-09 2018-03-27
70. SUNCOR ENERGY INC   2018-02-02 2018-03-27
19. TJX COS INC   2015-04-10 2018-03-27
19. TJX COS INC   2017-11-20 2018-03-27
64. TJX COS INC   2017-03-21 2018-03-27
34. THERMO ELECTRON CORP   2017-02-13 2018-03-27
8. THERMO ELECTRON CORP   2018-01-05 2018-03-27
10. UNITED RENTALS INC   2015-09-15 2018-03-27
22. UNITED TECHNOLOGIES CORP.   2015-04-10 2018-03-27
1.99089 UNITEDHEALTH GROUP INC   2017-12-05 2018-03-27
14.00911 UNITEDHEALTH GROUP INC   2018-02-09 2018-03-27
77. VISA INC CLASS A SHARES   2015-09-15 2018-03-27
96. VISA INC CLASS A SHARES   2013-08-30 2018-03-27
109. WELLS FARGO & CO-NEW   2015-04-10 2018-03-27
161. ZOETIS INC   2018-01-19 2018-03-27
23. ACCENTURE PLC CL A   2015-04-10 2018-03-27
30. GENPACT LIMITED   2018-03-23 2018-03-27
195. GENPACT LIMITED   2014-02-07 2018-03-27
141. NOMAD FOODS LTD   2018-01-11 2018-03-27
4. AETNA INC NEW   2016-07-15 2018-04-04
5. AETNA INC NEW   2016-07-15 2018-04-05
39. QUALCOMM CORP.   2010-04-22 2018-04-16
49. QUALCOMM CORP.   2010-05-25 2018-04-17
2. AETNA INC NEW   2016-07-15 2018-04-24
6. AETNA INC NEW   2016-07-15 2018-04-25
2. CHIPOTLE MEXICAN GRILL INC   2016-10-03 2018-04-26
7. PAYPAL HOLDINGS INC   2015-09-15 2018-05-17
1. MASTERCARD INC   2015-04-10 2018-06-14
4. VISA INC CLASS A SHARES   2015-04-10 2018-06-15
4. MASTERCARD INC   2015-04-10 2018-06-18
5. VISA INC CLASS A SHARES   2015-04-10 2018-06-18
6. AETNA INC NEW   2016-06-27 2018-07-02
6. AETNA INC NEW   2016-06-27 2018-07-03
11. CANADIAN NATL RAILWAY CO   2015-04-10 2018-07-09
2. CHIPOTLE MEXICAN GRILL INC   2016-10-11 2018-07-24
2. OCCIDENTAL PETROLEUM CORP.   2012-11-06 2018-08-06
24. OCCIDENTAL PETROLEUM CORP.   2012-06-04 2018-08-07
. BANK OF AMERICA LITIGATION PROCEEDS     2018-08-10
37. ALTABA INC   2015-09-15 2018-08-13
3. CHIPOTLE MEXICAN GRILL INC   2016-10-14 2018-08-20
.95 ALIBABA GROUP HOLDING LTD A D R   2016-01-07 2018-08-22
3. CHIPOTLE MEXICAN GRILL INC   2016-10-26 2018-09-04
1. CHIPOTLE MEXICAN GRILL INC   2016-10-26 2018-09-11
30. EBAY INC.   2015-04-10 2018-09-11
1. CHIPOTLE MEXICAN GRILL INC   2016-10-26 2018-09-24
8. OCCIDENTAL PETROLEUM CORP.   2010-09-30 2018-09-24
1. CHIPOTLE MEXICAN GRILL INC   2017-07-25 2018-09-25
5. OCCIDENTAL PETROLEUM CORP.   2010-09-30 2018-09-25
6. EBAY INC.   2014-12-03 2018-09-27
12. EBAY INC.   2014-12-03 2018-10-09
11. PAYPAL HOLDINGS INC   2014-12-03 2018-10-11
2. TJX COS INC   2015-04-10 2018-10-11
4. TJX COS INC   2015-04-10 2018-10-12
2. CROWN CASTLE INTL CORP   2015-04-10 2018-10-18
8. CONAGRA INC.   2017-12-20 2018-10-23
4. CONAGRA INC.   2017-12-20 2018-10-24
1. CROWN CASTLE INTL CORP   2015-04-10 2018-10-24
2. CROWN CASTLE INTL CORP   2015-04-10 2018-10-25
10. WALT DISNEY CO.   2015-04-10 2018-11-01
2. TJX COS INC   2015-04-10 2018-11-01
4. TJX COS INC   2015-04-10 2018-11-02
13. WELLS FARGO & CO-NEW   2015-04-10 2018-11-02
15. WELLS FARGO & CO-NEW   2015-04-10 2018-11-05
8. OCCIDENTAL PETROLEUM CORP.   2012-11-30 2018-11-06
3. ALIBABA GROUP HOLDING LTD A D R   2018-09-11 2018-12-03
26. OCCIDENTAL PETROLEUM CORP.   2015-09-15 2018-12-03
6. EDWARDS LIFESCIENCES CORP   2015-04-10 2018-12-12
35. PEPSICO INC.   2015-09-15 2018-12-14
13. EBAY INC.   2014-11-24 2018-12-19
10. BERKSHIRE HATHAWAY INC CL B   2015-04-10 2018-12-21
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 94   84 10
b 1,180   944 236
c 95   84 11
d 1,403   831 572
e 1,277   775 502
42     42
52     52
189   62 127
189   168 21
397   192 205
631   306 325
171   141 30
1,680   1,079 601
1,446   911 535
606   371 235
275   263 12
138   72 66
484   294 190
484   294 190
824   431 393
1,018   969 49
247   211 36
914   959 -45
167   140 27
457   436 21
172   68 104
629   249 380
799   317 482
284   113 171
384   159 225
955   385 570
1,622   658 964
217   208 9
146   138 8
1,041   976 65
147   138 9
259   143 116
477   492 -15
1,059   1,064 -5
217   206 11
362   327 35
382   215 167
256   143 113
1,103   1,117 -14
380   400 -20
284   257 27
130   72 58
216   191 25
259   143 116
72   64 8
259   143 116
1,733   1,496 237
655   358 297
391   336 55
1,749   1,386 363
264   143 121
396   215 181
218   169 49
393   215 178
869   678 191
261   140 121
132   70 62
132   70 62
1,753   1,442 311
129   70 59
552   249 303
256   140 116
130   70 60
388   211 177
523   281 242
132   70 62
2,246   1,187 1,059
448   471 -23
441   192 249
185   45 140
222   96 126
371   89 282
667   287 380
93   22 71
65   67 -2
65   67 -2
460   111 349
491   175 316
2,085   484 1,601
202   159 43
10,931   4,621 6,310
2,210   1,574 636
8,861   7,471 1,390
5,281   2,987 2,294
1,040   1,023 17
9,362   2,249 7,113
3,173   1,643 1,530
4,863   1,948 2,915
14,040   2,607 11,433
4,492   3,197 1,295
8,767   2,164 6,603
5,327   1,370 3,957
1,771   1,225 546
5,750   3,383 2,367
5,548   4,733 815
1,096   835 261
3,076   2,393 683
8,964   6,468 2,496
4,241   2,380 1,861
8,479   7,307 1,172
56,000   33,015 22,985
50,000   39,736 10,264
2,221   2,090 131
2,369   2,871 -502
486   589 -103
2,005   2,149 -144
6,294   7,301 -1,007
1,986   2,581 -595
5,534   5,421 113
473   495 -22
1,602   1,675 -73
7,108   2,347 4,761
561   504 57
1,883   1,434 449
9,195   2,864 6,331
2,322   2,265 57
3,259   3,537 -278
2,480   1,690 790
2,709   2,885 -176
2,317   1,548 769
5,228   2,805 2,423
5,369   3,397 1,972
8,314   7,328 986
803   651 152
3,533   3,361 172
8,413   4,255 4,158
202   143 59
7,492   5,657 1,835
1,329   1,198 131
8,443   3,777 4,666
2,673   1,703 970
10,421   7,557 2,864
11,270   2,315 8,955
64,604   48,420 16,184
5,658   3,651 2,007
2,970   8,388 -5,418
10,270   4,204 6,066
89   89  
4,885   4,115 770
7,405   3,722 3,683
1,125   919 206
5,097   2,230 2,867
755   568 187
2,413   2,907 -494
3,960   1,717 2,243
10,026   4,582 5,444
947   920 27
1,923   1,735 188
1,410   897 513
2,384   2,157 227
2,023   1,505 518
2,288   1,787 501
10,510   6,550 3,960
1,730   1,696 34
9,958   5,294 4,664
705   635 70
9,866   1,660 8,206
6,180   2,958 3,222
7,152   7,506 -354
6,081   4,599 1,482
2,421   2,589 -168
1,537   1,305 232
1,544   1,405 139
5,201   4,865 336
7,147   5,201 1,946
1,682   1,377 305
1,816   669 1,147
2,766   2,606 160
438   440 -2
3,084   3,104 -20
9,253   5,134 4,119
11,564   4,189 7,375
5,712   5,923 -211
13,400   9,314 4,086
3,504   2,185 1,319
960   907 53
6,238   2,975 3,263
2,282   2,161 121
682   479 203
856   593 263
2,142   1,513 629
2,716   1,722 994
355   237 118
1,069   710 359
840   860 -20
553   235 318
200   88 112
540   265 275
803   354 449
676   331 345
1,111   690 421
1,113   690 423
923   742 181
900   845 55
165   153 12
1,981   1,819 162
80     80
2,629   1,115 1,514
1,546   1,234 312
166   82 84
1,432   1,152 280
490   374 116
1,021   672 349
466   374 92
646   604 42
467   348 119
405   377 28
200   129 71
406   257 149
843   366 477
218   137 81
438   275 163
213   167 46
291   305 -14
148   152 -4
108   84 24
216   167 49
1,154   1,068 86
221   137 84
444   275 169
705   706 -1
811   815 -4
584   589 -5
496   466 30
1,855   1,760 95
992   425 567
3,994   3,329 665
368   270 98
1,941   1,437 504
      30,875
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       10
b       236
c       11
d       572
e       502
      42
      52
      127
      21
      205
      325
      30
      601
      535
      235
      12
      66
      190
      190
      393
      49
      36
      -45
      27
      21
      104
      380
      482
      171
      225
      570
      964
      9
      8
      65
      9
      116
      -15
      -5
      11
      35
      167
      113
      -14
      -20
      27
      58
      25
      116
      8
      116
      237
      297
      55
      363
      121
      181
      49
      178
      191
      121
      62
      62
      311
      59
      303
      116
      60
      177
      242
      62
      1,059
      -23
      249
      140
      126
      282
      380
      71
      -2
      -2
      349
      316
      1,601
      43
      6,310
      636
      1,390
      2,294
      17
      7,113
      1,530
      2,915
      11,433
      1,295
      6,603
      3,957
      546
      2,367
      815
      261
      683
      2,496
      1,861
      1,172
      22,985
      10,264
      131
      -502
      -103
      -144
      -1,007
      -595
      113
      -22
      -73
      4,761
      57
      449
      6,331
      57
      -278
      790
      -176
      769
      2,423
      1,972
      986
      152
      172
      4,158
      59
      1,835
      131
      4,666
      970
      2,864
      8,955
      16,184
      2,007
      -5,418
      6,066
       
      770
      3,683
      206
      2,867
      187
      -494
      2,243
      5,444
      27
      188
      513
      227
      518
      501
      3,960
      34
      4,664
      70
      8,206
      3,222
      -354
      1,482
      -168
      232
      139
      336
      1,946
      305
      1,147
      160
      -2
      -20
      4,119
      7,375
      -211
      4,086
      1,319
      53
      3,263
      121
      203
      263
      629
      994
      118
      359
      -20
      318
      112
      275
      449
      345
      421
      423
      181
      55
      12
      162
      80
      1,514
      312
      84
      280
      116
      349
      92
      42
      119
      28
      71
      149
      477
      81
      163
      46
      -14
      -4
      24
      49
      86
      84
      169
      -1
      -4
      -5
      30
      95
      567
      665
      98
      504
       
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 2 268,716
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 60,863 1,341,565 0.045367
2016 60,821 1,196,593 0.050828
2015 64,802 1,257,088 0.051549
2014 55,588 1,284,728 0.043268
2013 53,400 1,156,895 0.046158
2
Total of line 1, column (d) .....................
2
0.23717
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
0.047434
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,482,514
5
Multiply line 4 by line 3......................
5
70,322
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,798
7
Add lines 5 and 6........................
7
73,120
8
Enter qualifying distributions from Part XII, line 4,.............
8
66,613
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 5,597
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 5,597
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 5,597
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 741
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 741
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 4,856
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 2019 estimated taxBullet0 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 ofbulletBROWN ADVISORY Telephone no.bullet (410) 537-5450

    Located atbullet901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4bullet21231
    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
     
     
    .........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
     
     
    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
    ANN FRITZ HACKETT PRESIDENT
    1
    0    
    1110 BROOK VALLEY LANE
    MCLEAN,VA22102
    HELEN BAKER BONSAL TREASURER
    1
    0    
    328 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117
    DR JENETTE H WHEELER SECRETARY
    1
    0    
    130 LLANFAIR ROAD
    ARDMORE,PA19003
    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
    1,391,869
    b
    Average of monthly cash balances.......................
    1b
    113,221
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,505,090
    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
    1,505,090
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,576
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,482,514
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    74,126
    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
    74,126
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,597
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,597
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    68,529
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    68,529
    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
    68,529
    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
    66,613
    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
    66,613
    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
    66,613
    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 68,529
    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...... 0
    b From 2014...... 0
    c From 2015...... 871
    d From 2016...... 2,003
    e From 2017...... 0
    fTotal of lines 3a through e........ 2,874
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 66,613
    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..... 66,613
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 1,916 1,916
    (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 5 958
    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) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    958
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 958
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    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
    CALVERT SCHOOL
    105 TUSCANY ROAD
    BALTIMORE,MD21210
    NONE PUBLIC CHARITY GENERAL 250
    MAIN LINE UNITARIAN CHURCH
    816 SOUTH VALLEY FORGE ROAD
    DEVON,PA193331825
    NONE PUBLIC CHARITY GENERAL 2,111
    BRYN MAWR SCHOOL
    109 W MELROSE AVENUE
    BALTIMORE,MD212101326
    NONE PUBLIC CHARITY GENERAL 100
    DEFENDERS OF ANIMAL RIGHTS INC
    14412 OLD YORK ROAD
    PHOENIX,MD21131
    NONE PUBLIC CHARITY GENERAL 400
    FUEL FUND OF MARYLAND
    1500 UNION ST STE 2400
    BALTIMORE,MD21211
    NONE PUBLIC CHARITY GENERAL 150
    GBMC FOUNDATION
    6701 NORTH CHARLES STREET
    TOWSON,MD21204
    NONE PUBLIC CHARITY GENERAL 3,750
    IRVINE NATURE CENTER
    11201 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117
    NONE PUBLIC CHARITY GENERAL 1,200
    MD SPCA
    3300 FALLS ROAD
    Baltimore,MD212112403
    NONE PUBLIC CHARITY GENERAL 900
    MARYLAND FOOD BANK
    2200 HALETHORPE FARMS RD
    BALTIMORE,MD21227
    NONE PUBLIC CHARITY GENERAL 425
    MT VERNON LADIES ASSN
    P O BOX 110
    MOUNT VERNON,VA22121
    NONE PUBLIC CHARITY GENERAL 1,000
    MT VERNON BALT PRESRVATN
    c/o Christopher Sheehan Ttee
    8 WEST MOUNT VERNON PLACE
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 2,000
    PRINCETON UNIVERSITY
    PO BOX 5357
    PRINCETON,NJ085435357
    NONE PUBLIC CHARITY GENERAL 100
    ST MARGARETS EPISCOPAL CHURCH
    1601 PLEASANT PLAINS ROAD
    ANNAPOLIS,MD214095928
    NONE PUBLIC CHARITY GENERAL 500
    GILMAN SCHOOL
    5407 ROLAND AVE
    BALTIMORE,MD21210
    NONE PUBLIC CHARITY GENERAL 700
    CHESAPEAKE WILDLIFE HERITAGE
    P O BOX 1745
    EASTON,MD21601
    NONE PUBLIC CHARITY GENERAL 100
    LADEW TOPIARY GARDENS
    3535 JARRETTSVILLE PIKE
    MONKTON,MD21111
    NONE PUBLIC CHARITY GENERAL 350
    AMOS FORTUNE FORUM
    PO BOX 153
    JAFFREY,NH03452
    NONE PUBLIC CHARITY GENERAL 100
    BALTIMORE MUSEUM OF ART
    P O BOX 1736
    BALTIMORE,MD212989780
    NONE PUBLIC CHARITY GENERAL 475
    BALTIMORE SYMPHONY ORCHESTRA
    Jos MEYERHOFF HALL
    1212 N CALVERT STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 250
    CHESAPEAKE BAY FOUNDATION
    PO BOX 17447
    Baltimore,MD212989104
    NONE PUBLIC CHARITY GENERAL 1,000
    CHURCH OF THE REDEEMER
    5603 N CHARLES ST
    BALTIMORE,MD21210
    NONE PUBLIC CHARITY GENERAL 4,200
    EMMANUEL CHURCH
    PO BOX 30
    DUBLIN,NH03444
    NONE PUBLIC CHARITY GENERAL 600
    GARRISON FOREST SCHOOL
    300 GARRISON FOREST ROAD
    OWINGS MILLS,MD211174064
    NONE PUBLIC CHARITY GENERAL 2,000
    HOPEWELL CANCER SUPPORT
    PO BOX 755
    BROOKLANDVILLE,MD21022
    NONE PUBLIC CHARITY GENERAL 500
    JAFFREY HISTORICAL SOCIETY INC
    CIVIC CENTER
    40 MAIN STREET
    JAFFREY,NH03452
    NONE PUBLIC CHARITY GENERAL 75
    MARYLAND HISTORICAL SOCIETY
    201 WEST MONUMENT STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 750
    MONADNOCK CONSERVANCY
    PO BOX 337
    KEENE,NH034310337
    NONE PUBLIC CHARITY GENERAL 200
    NATIONAL TRUST
    PO BOX 5043
    Hagerstown,MD21741
    NONE PUBLIC CHARITY MEMBERSHIP 200
    THE PARK THEATRE
    PO BOX 278
    JAFFREY,NH03452
    NONE PUBLIC CHARITY GENERAL 200
    PAUL'S PLACE
    1118 WARD STREET
    BALTIMORE,MD212301817
    NONE PUBLIC CHARITY GENERAL 530
    PENINSULA SCHOOL OF ART
    PO BOX 304
    FISH CREEK,WI54212
    NONE PUBLIC CHARITY GENERAL 100
    STRATFORD HALL
    483 GREAT HOUSE ROAD
    STRATFORD,VA22558
    NONE PUBLIC CHARITY GENERAL 250
    SQUAM LAKE ASSOCIATION
    PO BOX 204
    HOLDERNESS,NH032450204
    NONE PUBLIC CHARITY GENERAL 100
    THE VALLEYS PLANNING COUNCIL
    PO BOX 5402
    TOWSON,MD21285
    NONE PUBLIC CHARITY GENERAL 500
    WALDEN SCHOOL
    31-A 29TH STREET
    SAN FRANCISCO,CA94110
    NONE PUBLIC CHARITY GENERAL 450
    THE WALTERS ART MUSEUM
    600 NORTH CHARLES STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 750
    JOHNS HOPKINS SCHOOL OF MEDICINE
    100 N CHARLES ST STE 216A
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY ALEXANDER SCHWEIZER 300
    KEY SCHOOL
    534 HILLSMERE DRIVE
    ANNAPOLIS,MD21403
    NONE PUBLIC CHARITY GENERAL 1,500
    RRLRAIA
    PO BOX 20
    RIDERWOOD,MD21139
    NONE PUBLIC CHARITY GENERAL 90
    Gilchrist Hospice CARE
    11311 MCCORMICK RD STE 350
    Hunt Valley,MD21031
    NONE PUBLIC CHARITY GENERAL 1,000
    FRIENDS OF SMITHSONIAN
    PO BOX 9016
    PITTSFIELD,MA012029016
    NONE PUBLIC CHARITY GENERAL 200
    Phi Beta Kappa
    PO BOX 97269
    Washington,DC200777210
    NONE PUBLIC CHARITY GENERAL 100
    Thorndike Pond Conservation Associa
    PO BOX 595
    Jaffrey,NH03452
    NONE PUBLIC CHARITY GENERAL 100
    St Joseph's Indian School
    1301 N MAIN STREET
    Chamberlain,SD57325
    NONE PUBLIC CHARITY GENERAL 250
    MD INSTITUTE COLLEGE OF ART
    1300 W MOUNT ROYAL AVENUE
    BALTIMORE,MD212179986
    NONE PUBLIC CHARITY GENERAL 100
    CAMP ARACADIA SCHOLARSHIP FDN
    c/o CINDY MURPHY
    777 MIDDLE ROAD 66
    PORTSMOUTH,NH03801
    NONE PUBLIC CHARITY GENERAL 500
    Family and Children's SVC
    Central Maryland
    4623 FALLS ROAD
    BALTIMORE,MD21209
    NONE PUBLIC CHARITY GENERAL 400
    564 PARK AVENUE PRESERVATION FDN
    564 PARK AVENUE
    NEW YORK,NY10065
    NONE PUBLIC CHARITY GENERAL 500
    HABITAT FOR HUMANITY
    P O BOX 1509
    AMERICUS,GA317091509
    NONE PUBLIC CHARITY GENERAL 100
    THE MANOR CONSERVANCY
    PO BOX 408
    MONKTON,MD21111
    NONE PUBLIC CHARITY GENERAL 100
    ROLLINS ROWING TEAM
    P O BOX 864168
    ORLANDO,FL328864168
    NONE PUBLIC CHARITY GENERAL 300
    ROLLINS COLLEGE
    1000 HOLT AVENUE
    WINTER PARK,FL32789
    NONE PUBLIC CHARITY ROWING TEAM 250
    ST PAUL'S SCHOOL
    11152 FALLS ROAD
    LUHERVILLETIMONIUM,MD21093
    NONE PUBLIC CHARITY GENERAL 100
    UNITED WAY OF CENTRAL MARYLAND
    100 SOUTH CHARLES STREET
    BALTIMORE,MD21201
    NONE PUBLIC CHARITY GENERAL 200
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    Washington,DC200906555
    NONE PUBLIC CHARITY GENERAL 100
    WETA
    P O BOX 96100
    WASHINGTON,DC200906100
    NONE PUBLIC CHARITY GENERAL 100
    ASPCA
    PO BOX 96929
    WASHINGTON,DC20077
    NONE PUBLIC CHARITY GENERAL 100
    AMERICAN RED CROSS
    CHESAPEAKE REGION
    4800 MT HOPE DRIVE
    BALTIMORE,MD21215
    NONE PUBLIC CHARITY GENERAL 100
    GOODWILL INDUSTRIES OF MD
    222 E REDWOOD STREET
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL 100
    DEFENDERS OF WILDLIFE
    PO BOX 1553
    MERRIFIELD,VA22116
    NONE PUBLIC CHARITY GENERAL 200
    DUBLIN RIDING AND WALKING CLUB
    PO BOX 1051
    DUBLIN,NH03444
    NONE PUBLIC CHARITY GENERAL 200
    JAFFREY CENTER VILLAGE IMPROVEMENT
    PO BOX 722
    JAFFREY CENTER,NH03452
    NONE PUBLIC CHARITY GENERAL 100
    MUSIC IN THE VALLEY ST JOHNS CHURCH
    3738 BUTLER ROAD
    REISTERSTOWN,MD21136
    NONE PUBLIC CHARITY GENERAL 100
    ST ANDREWS CHRISTIAN COMMUNITY
    5002 ROLAND AVENUE
    BALTIMORE,MD21204
    NONE PUBLIC CHARITY GENERAL 2,000
    ST JOHN EVANGELIST SCHOOL
    669 RITCHIE HWY
    SEVERNA PARK,MD21146
    NONE PUBLIC CHARITY GENERAL 500
    WOUNDED WARRIOR PROJECT
    PO BOX 758540
    TOPEKA,KS666758540
    NONE PUBLIC CHARITY GENERAL 200
    ALPHA OMEGA ALPHA
    733 NORTH BROADWAY
    BALTIMORE,MD21205
    NONE PUBLIC CHARITY GENERAL 52
    CHOCORUA CHAPEL ASSOCIATION
    PO BOX 356
    HOLDERNESS,NH032450356
    NONE PUBLIC CHARITY GENERAL 144
    THE LIGHT HOUSE
    10 HUDSON STREET
    ANNAPOLIS,MD21401
    NONE PUBLIC CHARITY GENERAL 200
    ARLINGTON METAPHYSICAL CHAPEL
    5618 WILSON BLVD
    ARLINGTON,VA22205
    NONE PUBLIC CHARITY GENERAL 1,000
    FIRST CONG CHURCH OF
    WEATHERSFIELD
    79 CENTER CHURCH ROAD
    PERKINSVILLE,VT05151
    NONE PUBLIC CHARITY GENERAL 1,000
    PEABODY INSTITUTE OF JHU
    1 EAST MOUNT VERNON PLACE
    BALTIMORE,MD21202
    NONE PUBLIC CHARITY GENERAL 400
    ST JUDES CHILDRENS RESEARCH HOSP
    PO BOX 50
    MEMPHIS,TN38101
    NONE PUBLIC CHARITY GENERAL 950
    GREATER RUXTON AREA FDN
    PO BOX 204
    RIDERWOOD,MD21139
    NONE PUBLIC CHARITY GENERAL 100
    OLDFIELDS SCHOOL
    1500 GLENCOE ROAD
    SPARKS,MD21152
    NONE PUBLIC CHARITY GENERAL 100
    STEVENSON UNIVERSITY
    1525 GREENSPRING VALLEY RD
    STEVENSON,MD21153
    NONE PUBLIC CHARITY GENERAL 100
    ONE LOVE FOUNDATION
    119 PONDFIELD ROAD
    BRONXVILLE,NY10708
    NONE PUBLIC CHARITY GENERAL 500
    DUKE UNIVERSITY
    2138 CAMPUS DRIVE
    DURHAM,NC27708
    NONE PUBLIC CHARITY GENERAL 100
    FUND FOR JOHNS HOPKINS MEDICINE
    550 N BROADWAY STE 914
    BALTIMORE,MD21205
    NONE PUBLIC CHARITY GENERAL 1,000
    JOHNSON & WALES UNIVERSITY
    8 ABBOTT PARK PL
    PROVIDENCE,RI02903
    NONE PUBLIC CHARITY GENERAL 100
    FIRST UNITARIAN CHURCH
    OF PITTSBURGH
    605 MOREWOOD AVENUE
    PITTSBURGH,PA15213
    NONE PUBLIC CHARITY GENERAL 11,111
    WASHINGTON NATIONAL CATHEDRAL
    3101 WISCONSIN AVENUE
    WASHINGTON,DC20016
    NONE PUBLIC CHARITY GENERAL 200
    MOUNT VERNON PLACE CONSERVANCY
    901 S BOND STREE 400A
    BALTIMORE,MD21231
    NONE PUBLIC CHARITY GENERAL 1,000
    NOLS
    284 LINCOLN STREET
    LANDER,WY82520
    NONE PUBLIC CHARITY GENERAL 500
    JOHNS HOPKINS UNIVERSITY
    3400 NORTH CHARLES STREET
    BALTIMORE,MD21218
    NONE PUBLIC CHARITY GENERAL 10,000
    BRAIN CHEMISTRY LAB
    3214 N UNIVERSITY AVENUE
    PROVO,UT84604
    NONE PUBLIC CHARITY GENERAL 300
    DUNBAR CENTER
    11201 SE LANTANA AVE
    HOBE SOUND,FL33455
    NONE PUBLIC CHARITY GENERAL 100
    ST ELIZABETH'S HIGH SCHOOL
    1500 CEDAR STREET
    WILMINGTON,DE19805
    NONE PUBLIC CHARITY GENERAL 500
    Total .................................bullet 3a 66,613
    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 18,407  
    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 ............
        18 268,716  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   287,123  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    287,123
    (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

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN:
    52-6034781
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED MUTUAL FUNDS 221,000 220,075

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN:
    52-6034781
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 217,668 300,639
    EQUITY MUTUAL FUNDS 685,610 700,916
    FOREIGN STOCKS 23,819 26,916

    TY 2018 OtherIncreasesSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN:
    52-6034781
    Description Amount
    BK VAL ADJ - ROC, WASH SLS, CORP ACTIONS 516
    GIFT CHECK NOT CLEARED 500


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN:
    52-6034781
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES-PRIN 6,421 6,421 6,421  


    TY 2018 TaxesSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN:
    52-6034781
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 45 45   0
    FEDERAL EXCISE TAX 233 0   0
    QUARTERLY TAX DEPOSIT 741 0   0
    FOREIGN TAXES ON QUALIFIED FOR 435 435   0
    FOREIGN TAXES ON NONQUALIFIED 123 123   0