-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE STOVER FAMILY FOUNDATION
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
,
MD
21231
A Employer identification number
27-6189634
B
Telephone number (see instructions)
(410) 537-5308
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
530,731
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
74,043
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
7,446
7,436
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
209,622
b
Gross sales price for all assets on line 6a
649,077
7
Capital gain net income (from Part IV, line 2)
...
209,622
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
........
291,111
217,058
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
2,604
2,604
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
12
12
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)
.......
5,691
5,691
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
8,307
2,616
0
5,691
25
Contributions, gifts, grants paid
.......
352,099
352,099
26
Total expenses and disbursements.
Add lines 24 and 25
360,406
2,616
0
357,790
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-69,295
b
Net investment income
(if negative, enter -0-)
214,442
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
923
1,532
1,532
2
Savings and temporary cash investments
.........
32,567
27,998
27,998
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
343,849
330,326
399,035
c
Investments—corporate bonds (attach schedule)
.......
142,410
100,469
102,166
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
519,749
460,325
530,731
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
519,749
460,325
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
519,749
460,325
30
Total liabilities and net assets/fund balances
(see instructions)
.
519,749
460,325
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
519,749
2
Enter amount from Part I, line 27a
.....................
2
-69,295
3
Other increases not included in line 2 (itemize)
3
9,871
4
Add lines 1, 2, and 3
..........................
4
460,325
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
460,325
Form
990-PF
(2019)
Form 990-PF (2019)
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
94. ALTABA INC
2015-09-29
2019-01-07
b
8. APPLE COMPUTER INC.
2018-12-14
2019-01-07
c
2. APPLE COMPUTER INC.
2009-01-16
2019-01-07
d
56. EBAY INC.
2014-10-24
2019-01-07
e
22. T. ROWE PRICE GROUP INC
2016-02-08
2019-04-03
42. KINDER MORGAN INC
2015-08-13
2019-04-04
6. T. ROWE PRICE GROUP INC
2016-02-08
2019-04-04
6. APPLE COMPUTER INC.
2009-01-16
2019-04-16
.6667 DOW INC
2018-11-01
2019-04-17
426.765 ARTISAN INTERNATIONAL VALUE ADVISOR
2015-10-27
2019-04-30
1539.053 BROWN ADVISORY SUSTAINABLE GROWTH
2012-07-05
2019-04-30
1641.497 BROWN ADV GLOBAL LDRS INST
2017-05-25
2019-04-30
4184.1 BROWN ADVISORY STRATEGIC BOND INSTL
2018-05-21
2019-04-30
1104.156 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST
2012-12-13
2019-04-30
2605.529 BROWN ADVISORY INTERMEDIATE INCOME
2006-11-06
2019-04-30
4789.272 BROWN ADVISORY INTERMEDIATE INCOME
2007-06-06
2019-04-30
391.543 BROWN ADVISORY SM CP FUNDAMENTAL VAL
2011-01-25
2019-04-30
468.165 BROWN ADVISORY SMALL CAP GROWTH INV
2006-11-06
2019-04-30
865.052 BROWN ADVISORY FLEXIBLE EQUITY INV
2017-04-28
2019-04-30
13. ALIBABA GROUP HOLDING LTD A D R
2019-01-07
2019-05-08
4. ALPHABET INC CL C
2008-12-03
2019-05-08
2. ALPHABET INC CL A
2008-12-03
2019-05-08
13. AMERIPRISE FINL INC
2016-01-25
2019-05-08
4. ANTHEM INC
2018-05-09
2019-05-08
2. ANTHEM INC
2018-04-24
2019-05-08
8. APPLE COMPUTER INC.
2009-01-16
2019-05-08
22. BANK OF AMERICA CORPORATION
2017-04-05
2019-05-08
30. BANK OF AMERICA CORPORATION
2018-12-14
2019-05-08
12. BERKSHIRE HATHAWAY INC CL B
2015-06-23
2019-05-08
1. BOOKING HOLDINGS INC
2019-01-30
2019-05-08
9. BROADCOM INC
2018-04-17
2019-05-08
14. CANADIAN NATL RAILWAY CO
2015-06-23
2019-05-08
25. CARMAX INC
2018-02-28
2019-05-08
2. CARMAX INC
2018-10-11
2019-05-08
14. CIMAREX ENERGY CO
2018-10-11
2019-05-08
33. CONAGRA INC.
2017-12-20
2019-05-08
7. CROWN CASTLE INTL CORP
2015-06-23
2019-05-08
19. DELTA AIR LINES INC
2018-02-07
2019-05-08
4. WALT DISNEY CO.
2015-06-23
2019-05-08
5. DOW INC
2018-11-01
2019-05-08
17. DOWDUPONT INC
2018-11-01
2019-05-08
19. EDWARDS LIFESCIENCES CORP
2015-06-23
2019-05-08
9. FACEBOOK INC CLASS A
2018-07-27
2019-05-08
7. GENERAL DYNAMICS CORP
2016-06-10
2019-05-08
7. J P MORGAN CHASE & CO
2018-12-14
2019-05-08
12. J P MORGAN CHASE & CO
2014-01-10
2019-05-08
35. KKR CO INC A
2018-07-17
2019-05-08
72. KINDER MORGAN INC
2015-08-31
2019-05-08
7. LOWES COS INC
2018-12-17
2019-05-08
19. LOWES COS INC
2015-06-23
2019-05-08
11. MASTERCARD INC
2015-06-23
2019-05-08
11. MERCK CO INC
2011-02-10
2019-05-08
27. MICROSOFT CORP.
2011-03-04
2019-05-08
29. PAYPAL HOLDINGS INC
2014-10-29
2019-05-08
93. REGIONS FINL CORP
2017-04-18
2019-05-08
2. SBA COMMUNICATIONS CORP
2018-02-21
2019-05-08
31. CHARLES SCHWAB CORP.
2009-02-20
2019-05-08
27. SUNCOR ENERGY INC
2018-08-07
2019-05-08
14. TJX COS INC
2015-06-23
2019-05-08
18. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR
2018-10-24
2019-05-08
6. UNITED RENTALS INC
2019-03-20
2019-05-08
6. UNITED TECHNOLOGIES CORP.
2015-06-23
2019-05-08
4. UNITEDHEALTH GROUP INC
2018-04-06
2019-05-08
35. VISA INC CLASS A SHARES
2013-08-28
2019-05-08
30. WELLS FARGO & CO-NEW
2015-06-23
2019-05-08
5. ACCENTURE PLC CL A
2015-06-23
2019-05-08
46. NOMAD FOODS LTD
2019-03-20
2019-05-08
15. ALIBABA GROUP HOLDING LTD A D R
2019-01-07
2019-05-14
20. AMERIPRISE FINL INC
2016-02-01
2019-05-14
5. ANTHEM INC
2015-06-23
2019-05-14
20. APPLE COMPUTER INC.
2009-01-16
2019-05-14
90. BANK OF AMERICA CORPORATION
2017-04-05
2019-05-14
25. BERKSHIRE HATHAWAY INC CL B
2015-06-23
2019-05-14
5. BROADCOM INC
2018-04-17
2019-05-14
15. CANADIAN NATL RAILWAY CO
2015-06-23
2019-05-14
50. CARMAX INC
2016-06-22
2019-05-14
20. CIMAREX ENERGY CO
2018-09-26
2019-05-14
55. CONAGRA INC.
2017-12-27
2019-05-14
5. CROWN CASTLE INTL CORP
2015-06-23
2019-05-14
21. DELTA AIR LINES INC
2017-10-16
2019-05-14
9. DELTA AIR LINES INC
2018-10-10
2019-05-14
15. WALT DISNEY CO.
2015-06-23
2019-05-14
10. DOW INC
2018-11-02
2019-05-14
25. DOWDUPONT INC
2018-11-02
2019-05-14
20. EDWARDS LIFESCIENCES CORP
2015-06-23
2019-05-14
16. FACEBOOK INC CLASS A
2018-12-14
2019-05-14
9. FACEBOOK INC CLASS A
2017-05-04
2019-05-14
5. GENERAL DYNAMICS CORP
2016-06-10
2019-05-14
30. J P MORGAN CHASE & CO
2014-01-10
2019-05-14
45. KKR CO INC A
2018-07-16
2019-05-14
31. KINDER MORGAN INC
2018-08-06
2019-05-14
74. KINDER MORGAN INC
2016-04-15
2019-05-14
35. LOWES COS INC
2015-06-23
2019-05-14
25. MASTERCARD INC
2015-06-23
2019-05-14
10. MERCK CO INC
2011-02-10
2019-05-14
35. MICROSOFT CORP.
2011-03-30
2019-05-14
20. PAYPAL HOLDINGS INC
2014-10-24
2019-05-14
130. REGIONS FINL CORP
2017-04-18
2019-05-14
10. SBA COMMUNICATIONS CORP
2018-03-14
2019-05-14
70. CHARLES SCHWAB CORP.
2009-02-20
2019-05-14
25. STERICYCLE INC
2019-04-05
2019-05-14
53. SUNCOR ENERGY INC
2018-02-07
2019-05-14
2. SUNCOR ENERGY INC
2018-08-07
2019-05-14
20. TJX COS INC
2015-06-23
2019-05-14
25. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR
2018-07-03
2019-05-14
4. UNITED RENTALS INC
2019-03-20
2019-05-14
6. UNITED RENTALS INC
2016-01-29
2019-05-14
10. UNITED TECHNOLOGIES CORP.
2015-06-23
2019-05-14
3. UNITEDHEALTH GROUP INC
2019-04-16
2019-05-14
12. UNITEDHEALTH GROUP INC
2018-02-09
2019-05-14
40. VISA INC CLASS A SHARES
2013-08-30
2019-05-14
60. WELLS FARGO & CO-NEW
2015-06-23
2019-05-14
15. ACCENTURE PLC CL A
2015-06-23
2019-05-14
6. NOMAD FOODS LTD
2019-03-20
2019-05-14
99. NOMAD FOODS LTD
2017-11-09
2019-05-14
13. ALIBABA GROUP HOLDING LTD A D R
2019-01-07
2019-05-15
2. ALIBABA GROUP HOLDING LTD A D R
2015-09-23
2019-05-15
3. ALPHABET INC CL C
2008-12-03
2019-05-15
3. ALPHABET INC CL A
2008-12-03
2019-05-15
15. AMERIPRISE FINL INC
2016-02-19
2019-05-15
10. ANTHEM INC
2015-06-23
2019-05-15
15. APPLE COMPUTER INC.
2009-01-16
2019-05-15
90. BANK OF AMERICA CORPORATION
2015-06-23
2019-05-15
20. BERKSHIRE HATHAWAY INC CL B
2015-06-23
2019-05-15
3. BOOKING HOLDINGS INC
2015-06-23
2019-05-15
5. BROADCOM INC
2018-04-16
2019-05-15
15. CANADIAN NATL RAILWAY CO
2015-06-23
2019-05-15
50. CARMAX INC
2016-06-22
2019-05-15
15. CIMAREX ENERGY CO
2018-11-06
2019-05-15
26. CONAGRA INC.
2018-03-21
2019-05-15
24. CONAGRA INC.
2018-09-20
2019-05-15
10. CROWN CASTLE INTL CORP
2015-06-23
2019-05-15
25. DELTA AIR LINES INC
2017-08-09
2019-05-15
15. WALT DISNEY CO.
2015-06-23
2019-05-15
10. DOW INC
2018-11-29
2019-05-15
25. DOWDUPONT INC
2018-11-29
2019-05-15
15. EDWARDS LIFESCIENCES CORP
2015-06-23
2019-05-15
25. FACEBOOK INC CLASS A
2016-08-15
2019-05-15
5. GENERAL DYNAMICS CORP
2016-07-18
2019-05-15
30. J P MORGAN CHASE & CO
2014-03-13
2019-05-15
40. KKR CO INC A
2018-09-05
2019-05-15
95. KINDER MORGAN INC
2016-05-03
2019-05-15
5. KINDER MORGAN INC
2018-08-06
2019-05-15
35. LOWES COS INC
2016-01-14
2019-05-15
25. MASTERCARD INC
2015-06-23
2019-05-15
10. MERCK CO INC
2011-02-10
2019-05-15
35. MICROSOFT CORP.
2011-03-30
2019-05-15
15. PAYPAL HOLDINGS INC
2014-10-24
2019-05-15
125. REGIONS FINL CORP
2012-11-20
2019-05-15
10. SBA COMMUNICATIONS CORP
2018-03-20
2019-05-15
65. CHARLES SCHWAB CORP.
2011-12-22
2019-05-15
20. STERICYCLE INC
2019-04-09
2019-05-15
50. SUNCOR ENERGY INC
2017-10-26
2019-05-15
15. TJX COS INC
2015-06-23
2019-05-15
25. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR
2018-07-03
2019-05-15
10. UNITED RENTALS INC
2016-02-02
2019-05-15
15. UNITED TECHNOLOGIES CORP.
2015-06-23
2019-05-15
15. UNITEDHEALTH GROUP INC
2017-11-21
2019-05-15
40. VISA INC CLASS A SHARES
2013-08-30
2019-05-15
55. WELLS FARGO & CO-NEW
2015-06-23
2019-05-15
15. ACCENTURE PLC CL A
2015-06-23
2019-05-15
100. NOMAD FOODS LTD
2017-10-06
2019-05-15
10. ALIBABA GROUP HOLDING LTD A D R
2015-09-23
2019-05-17
2. ALPHABET INC CL C
2008-12-03
2019-05-17
2. ALPHABET INC CL A
2008-12-03
2019-05-17
2. AMAZON.COM INC
2018-12-21
2019-05-17
15. AMERIPRISE FINL INC
2016-02-19
2019-05-17
5. ANTHEM INC
2015-06-23
2019-05-17
15. APPLE COMPUTER INC.
2009-01-16
2019-05-17
80. BANK OF AMERICA CORPORATION
2015-06-23
2019-05-17
21. BERKSHIRE HATHAWAY INC CL B
2016-02-03
2019-05-17
2. BOOKING HOLDINGS INC
2016-02-08
2019-05-17
10. CANADIAN NATL RAILWAY CO
2015-06-23
2019-05-17
45. CARMAX INC
2016-02-24
2019-05-17
15. CIMAREX ENERGY CO
2019-04-04
2019-05-17
39. CONAGRA INC.
2018-12-19
2019-05-17
6. CONAGRA INC.
2018-03-21
2019-05-17
10. CROWN CASTLE INTL CORP
2015-06-23
2019-05-17
25. DELTA AIR LINES INC
2017-08-01
2019-05-17
12. WALT DISNEY CO.
2016-02-10
2019-05-17
5. DOW INC
2018-11-29
2019-05-17
25. DOWDUPONT INC
2018-11-29
2019-05-17
15. EDWARDS LIFESCIENCES CORP
2015-06-23
2019-05-17
20. FACEBOOK INC CLASS A
2016-12-28
2019-05-17
6. GENERAL DYNAMICS CORP
2016-07-18
2019-05-17
30. J P MORGAN CHASE & CO
2014-05-19
2019-05-17
40. KKR CO INC A
2018-10-11
2019-05-17
95. KINDER MORGAN INC
2016-01-27
2019-05-17
30. LOWES COS INC
2016-02-03
2019-05-17
25. MASTERCARD INC
2015-06-23
2019-05-17
10. MERCK CO INC
2011-02-10
2019-05-17
30. MICROSOFT CORP.
2011-03-15
2019-05-17
15. PAYPAL HOLDINGS INC
2014-10-24
2019-05-17
115. REGIONS FINL CORP
2012-11-20
2019-05-17
3. SBA COMMUNICATIONS CORP
2018-02-15
2019-05-17
2. SBA COMMUNICATIONS CORP
2018-06-13
2019-05-17
65. CHARLES SCHWAB CORP.
2011-12-22
2019-05-17
22. STERICYCLE INC
2019-04-03
2019-05-17
45. SUNCOR ENERGY INC
2018-02-09
2019-05-17
15. TJX COS INC
2015-06-23
2019-05-17
25. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR
2018-07-05
2019-05-17
5. UNITED RENTALS INC
2016-02-02
2019-05-17
10. UNITED TECHNOLOGIES CORP.
2015-06-23
2019-05-17
10. UNITEDHEALTH GROUP INC
2017-11-20
2019-05-17
40. VISA INC CLASS A SHARES
2013-08-27
2019-05-17
53. WELLS FARGO & CO-NEW
2017-05-31
2019-05-17
10. ACCENTURE PLC CL A
2015-06-23
2019-05-17
95. NOMAD FOODS LTD
2017-09-07
2019-05-17
1262.627 BROWN ADVISORY FLEXIBLE EQUITY INV
2019-05-17
2019-09-13
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
5,608
2,773
2,835
b
1,181
1,329
-148
c
295
23
272
d
1,647
1,122
525
e
2,277
1,493
784
833
1,436
-603
617
393
224
1,197
69
1,128
39
38
1
15,095
14,800
295
40,000
15,496
24,504
25,000
18,014
6,986
40,000
39,833
167
10,523
11,042
-519
27,384
27,410
-26
50,335
50,000
335
10,000
6,042
3,958
10,000
5,613
4,387
20,000
15,597
4,403
2,340
1,864
476
4,696
551
4,145
2,356
277
2,079
1,870
1,221
649
1,063
886
177
531
451
80
1,633
93
1,540
659
511
148
898
736
162
2,524
1,698
826
1,757
1,821
-64
2,740
2,293
447
1,304
853
451
1,944
1,307
637
156
138
18
943
1,329
-386
976
1,256
-280
871
565
306
1,079
1,022
57
540
457
83
263
282
-19
541
664
-123
3,381
1,371
2,010
1,709
1,586
123
1,179
991
188
794
703
91
1,360
702
658
835
937
-102
1,416
2,311
-895
752
644
108
2,042
1,341
701
2,707
1,056
1,651
863
363
500
3,402
709
2,693
3,171
899
2,272
1,395
1,307
88
416
339
77
1,423
399
1,024
882
1,118
-236
756
471
285
789
669
120
808
708
100
824
691
133
959
885
74
5,642
1,528
4,114
1,410
1,739
-329
873
491
382
948
920
28
2,620
2,150
470
2,870
1,802
1,068
1,317
847
470
3,778
232
3,546
2,589
1,595
994
5,113
3,537
1,576
1,518
1,256
262
1,385
914
471
3,853
2,380
1,473
1,350
1,890
-540
1,578
2,088
-510
635
404
231
1,164
1,100
64
499
449
50
2,004
1,715
289
528
562
-34
772
975
-203
3,594
1,443
2,151
2,908
2,641
267
1,636
1,279
357
847
708
139
3,325
1,754
1,571
1,084
1,189
-105
619
551
68
1,478
1,701
-223
3,707
2,471
1,236
6,155
2,400
3,755
777
330
447
4,378
905
3,473
2,194
620
1,574
1,894
978
916
2,099
1,695
404
3,119
900
2,219
1,241
1,443
-202
1,691
1,860
-169
64
83
-19
1,055
673
382
1,049
912
137
510
429
81
765
281
484
1,340
1,152
188
715
657
58
2,861
2,608
253
6,431
1,747
4,684
2,805
3,477
-672
2,614
1,472
1,142
130
119
11
2,150
1,468
682
2,332
1,857
475
359
171
188
3,500
414
3,086
3,519
416
3,103
2,127
1,284
843
2,617
1,695
922
2,863
174
2,689
2,552
1,590
962
4,068
2,829
1,239
5,383
3,477
1,906
1,530
1,237
293
1,392
914
478
3,807
2,310
1,497
1,016
1,281
-265
756
947
-191
698
884
-186
1,278
807
471
1,376
1,244
132
2,013
1,715
298
530
561
-31
760
972
-212
2,662
1,082
1,580
4,672
3,068
1,604
838
708
130
3,307
1,751
1,556
970
1,030
-60
1,916
1,618
298
101
89
12
3,749
2,468
1,281
6,257
2,400
3,857
778
330
448
4,417
895
3,522
1,673
465
1,208
1,787
831
956
2,104
1,685
419
2,811
795
2,016
980
1,142
-162
1,606
1,679
-73
784
505
279
1,055
912
143
1,277
463
814
2,005
1,729
276
3,554
3,183
371
6,515
1,746
4,769
2,534
3,187
-653
2,632
1,472
1,160
2,177
1,455
722
1,720
856
864
2,337
276
2,061
2,349
277
2,072
3,782
2,843
939
2,150
1,241
909
1,305
847
458
2,805
174
2,631
2,257
1,413
844
4,252
2,848
1,404
3,573
2,127
1,446
938
609
329
3,391
1,947
1,444
1,028
1,038
-10
1,122
1,179
-57
173
211
-38
1,270
807
463
1,368
1,242
126
1,609
1,241
368
262
275
-13
761
960
-199
2,626
1,082
1,544
3,697
2,388
1,309
1,007
849
158
3,299
1,657
1,642
976
1,005
-29
1,926
1,364
562
3,229
2,055
1,174
6,275
2,400
3,875
783
330
453
3,848
763
3,085
1,696
465
1,231
1,647
761
886
632
501
131
422
313
109
2,809
742
2,067
1,066
1,252
-186
1,455
1,504
-49
783
505
278
1,011
910
101
633
229
404
1,341
1,152
189
2,361
2,100
261
6,531
1,743
4,788
2,410
2,763
-353
1,764
982
782
2,121
1,346
775
30,000
28,308
1,692
10,765
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
2,835
b
-148
c
272
d
525
e
784
-603
224
1,128
1
295
24,504
6,986
167
-519
-26
335
3,958
4,387
4,403
476
4,145
2,079
649
177
80
1,540
148
162
826
-64
447
451
637
18
-386
-280
306
57
83
-19
-123
2,010
123
188
91
658
-102
-895
108
701
1,651
500
2,693
2,272
88
77
1,024
-236
285
120
100
133
74
4,114
-329
382
28
470
1,068
470
3,546
994
1,576
262
471
1,473
-540
-510
231
64
50
289
-34
-203
2,151
267
357
139
1,571
-105
68
-223
1,236
3,755
447
3,473
1,574
916
404
2,219
-202
-169
-19
382
137
81
484
188
58
253
4,684
-672
1,142
11
682
475
188
3,086
3,103
843
922
2,689
962
1,239
1,906
293
478
1,497
-265
-191
-186
471
132
298
-31
-212
1,580
1,604
130
1,556
-60
298
12
1,281
3,857
448
3,522
1,208
956
419
2,016
-162
-73
279
143
814
276
371
4,769
-653
1,160
722
864
2,061
2,072
939
909
458
2,631
844
1,404
1,446
329
1,444
-10
-57
-38
463
126
368
-13
-199
1,544
1,309
158
1,642
-29
562
1,174
3,875
453
3,085
1,231
886
131
109
2,067
-186
-49
278
101
404
189
261
4,788
-353
782
775
1,692
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
209,622
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see 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))
2018
338,069
767,647
0.440396
2017
389,388
1,032,714
0.377053
2016
355,479
1,328,659
0.267547
2015
313,481
1,544,684
0.202942
2014
291,328
1,715,896
0.169782
2
Total
of line 1, column (d)
.....................
2
1.45772
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
0.291544
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
565,047
5
Multiply line 4 by line 3
......................
5
164,736
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
2,144
7
Add lines 5 and 6
........................
7
166,880
8
Enter qualifying distributions from Part XII, line 4
,.............
8
357,790
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
2,144
here
and 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
2,144
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
2,144
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
496
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
2,800
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
3,296
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
1,152
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,152
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
MD
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 2019 or the taxable year beginning in 2019? 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
Yes
Form
990-PF
(2019)
Form 990-PF (2019)
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 address
14
The books are in care of
BROWN ADVISORY
Telephone no.
(410) 537-5308
Located at
901 S BOND STREET SUITE 400
BALTIMORE
MD
ZIP+4
21231
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
JOHN MATTHEW STOVER
PRESIDENT
1
0
901 S BOND STREET
BALTIMORE
,
MD
21231
DEBRA ROGERS STOVER
VICE PRESIDENT
1
0
901 S BOND STREET
BALTIMORE
,
MD
21231
JOHN C POULTON
TREASURER
1
0
901 S BOND STREET
BALTIMORE
,
MD
21231
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
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
537,930
b
Average of monthly cash balances
.......................
1b
35,722
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
573,652
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
573,652
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
8,605
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
565,047
6
Minimum investment return.
Enter 5% of line 5
..................
6
28,252
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
28,252
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
2,144
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
2,144
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
26,108
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
26,108
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
26,108
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
357,790
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
357,790
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
2,144
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
355,646
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
26,108
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
208,927
b
From 2015
......
240,833
c
From 2016
......
289,362
d
From 2017
......
339,790
e
From 2018
......
300,705
f
Total
of lines 3a through e
........
1,379,617
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
357,790
a
Applied to 2018, 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 2019 distributable amount
.....
26,108
e
Remaining amount distributed out of corpus
331,682
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,711,299
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
208,927
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,502,372
10
Analysis of line 9:
a
Excess from 2015
....
240,833
b
Excess from 2016
....
289,362
c
Excess from 2017
....
339,790
d
Excess from 2018
....
300,705
e
Excess from 2019
....
331,682
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
JOHN MATTHEW STOVER AND DEBRA ROGER
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
Living Classrooms Foundation
802 S CAROLINE STREET
Baltimore
,
MD
21231
NONE
PC
GENERAL
200
Dana Farber
10 BROOKLINE PLACE WEST 6TH FLOOR
Brookline
,
MA
02445
NONE
PC
GENERAL
250
Explore God
PO BOX 233
Mechanicsville
,
VA
23111
NONE
PC
GENERAL
500
Casey Cares Foundation
3918 VERO ROAD SUITE C
Baltimore
,
MD
21227
NONE
PC
GENERAL
300
RMHS Booster Club
250 RICHARD MONTGOMERY DRIVE
Rockville
,
MD
20852
NONE
PC
GENERAL
100
Kennedy Kreiger Foundation
707 N BROADWAY OFFICE OF DEVELOPME
Baltmore
,
MD
21205
NONE
PC
GENERAL
1,500
Love Caroline Foundation
612 GLEN ARBOR COURT
Seven Valleys
,
PA
17360
NONE
PC
GENERAL
1,000
PLAYERS PHILANTHROPY FUND
1122 KENILWORTH DRIVE SUITE 502
TOWSON
,
MD
21204
NONE
PC
SCHOLARSHIPS
23,299
ChurchOne
in memory of James Michael Donohue Jr
6200 N CHARLES STREET
TOWSON
,
MD
21212
NONE
PC
GENERAL
250
FELLOWSHIP OF CHRISTIAN ATHLETES
913 RIDGEBROOK ROAD
SPARKS
,
MD
21030
NONE
PC
GENERAL
21,500
GRACE FELLOWSHIP CHURCH
9505 DEERECO ROAD
TIMONIUM
,
MD
21093
NONE
PC
GENERAL FUND
11,200
FOCUS
PO BOX 1027
NEW CANAAN
,
CT
06840
NONE
PC
GENERAL
2,500
KINGDOM RAIN INC
PO BOX 19063
BALTIMORE
,
MD
21286
NONE
PC
GENERAL
7,000
SEARCH MINISTRIES
5038 DORSEY HALL DRIVE
ELLICOTT CITY
,
MD
21042
NONE
PC
GENERAL
7,500
E3 PARTNERS
2001 W PLANO PKWY STE 2600
PLANO
,
TX
75075
NONE
PC
GENERAL
5,000
MESSIAH WOMEN'S LACROSSE
ONE COLLEGE AVENUE
MECHANICSBURG
,
PA
17055
NONE
PC
FINAL PLEDGE FOR LACROSSE
15,000
BELIEVE BIG
4821 BUTLER ROAD DUITE 1D
GLYNDON
,
MD
21136
NONE
PC
GENERAL
2,500
YOUNG LIFE
PO BOX 520
COLORADO SPRINGS
,
CO
80901
NONE
PC
GENERAL
5,000
LOYOLA UNIVERSITY ATHLETICS
4501 N CHARLES ST
BALTIMORE
,
MD
21210
NONE
PC
DONATION FOR ATHLETIC
240,000
LOUISIANA TECH UNIVERSITY
PO BOX 3183
RUSTON
,
LA
712720001
NONE
PC
GENERAL
2,500
ARMED SERVICES YMCA (ASYMCA)
7405 ALBAN STATION COURT
SPRINGFIELD
,
VA
22150
NONE
PC
GENERAL
5,000
Total
.................................
3a
352,099
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
7,446
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
209,622
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)
..
217,068
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
217,068
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description