-
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
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
,
MD
21231
A Employer identification number
52-6034781
B
Telephone number (see instructions)
(410) 537-5450
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)
$
1,603,064
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)
2
Check
.............
3
Interest on savings and temporary cash investments
2
2
4
Dividends and interest from securities
...
20,248
20,025
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
80,886
b
Gross sales price for all assets on line 6a
753,713
7
Capital gain net income (from Part IV, line 2)
...
80,886
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
........
101,136
100,913
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)
....
10,449
10,449
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
11,221
768
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)
.......
189
189
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
21,859
11,406
0
0
25
Contributions, gifts, grants paid
.......
75,000
75,000
26
Total expenses and disbursements.
Add lines 24 and 25
96,859
11,406
0
75,000
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
4,277
b
Net investment income
(if negative, enter -0-)
89,507
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
.............
6,282
2,994
2,994
2
Savings and temporary cash investments
.........
100,401
55,249
55,249
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)
.......
927,097
1,022,063
1,366,953
c
Investments—corporate bonds (attach schedule)
.......
221,000
175,246
177,868
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)
1,254,780
1,255,552
1,603,064
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
........
1,254,780
1,255,552
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)
.....
1,254,780
1,255,552
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,254,780
1,255,552
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
1,254,780
2
Enter amount from Part I, line 27a
.....................
2
4,277
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,259,057
5
Decreases not included in line 2 (itemize)
5
3,505
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,255,552
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
98. ALTABA INC
2015-09-29
2019-01-07
b
2. APPLE COMPUTER INC.
2011-06-28
2019-01-07
c
8. APPLE COMPUTER INC.
2018-12-14
2019-01-07
d
58. EBAY INC.
2014-10-29
2019-01-07
e
23. T. ROWE PRICE GROUP INC
2016-02-02
2019-04-03
43. KINDER MORGAN INC
2015-04-10
2019-04-04
6. T. ROWE PRICE GROUP INC
2016-02-08
2019-04-04
7. APPLE COMPUTER INC.
2011-06-28
2019-04-16
.3333 DOW INC
2018-11-01
2019-04-17
11. VISA INC CLASS A SHARES
2015-04-10
2019-05-01
9365.24 BROWN ADVISORY SUSTAINABLE GROWTH
2018-03-27
2019-05-13
16061.606 FEDERATED HERMES ULTRASHT BD IS
2018-04-02
2019-05-13
5656.109 THORNBURG LIMITED TERM INCOME INSTL
2018-04-02
2019-05-13
50000. U S TREASURY BILL 6/11/19
2019-05-13
2019-06-11
8. APPLE COMPUTER INC.
2019-05-13
2019-06-14
.3333 CORTEVA INC
2018-11-01
2019-06-18
.333 DUPONT DE NEMOURS INC WI
2018-11-01
2019-06-19
73. REGIONS FINL CORP
2019-05-13
2019-06-24
8. REGIONS FINL CORP
2019-05-13
2019-06-24
69. REGIONS FINL CORP
2019-05-13
2019-06-25
48. REGIONS FINL CORP
2019-05-13
2019-06-25
90. REGIONS FINL CORP
2017-04-18
2019-06-25
11. REGIONS FINL CORP
2019-05-13
2019-06-25
46. CORTEVA INC
2019-05-13
2019-07-19
205. REGIONS FINL CORP
2015-09-15
2019-07-19
5. ACCENTURE PLC CL A
2019-05-13
2019-07-19
46. REGIONS FINL CORP
2012-11-02
2019-07-22
10. REGIONS FINL CORP
2012-11-02
2019-07-22
1. REGIONS FINL CORP
2012-11-02
2019-07-22
133. REGIONS FINL CORP
2012-11-20
2019-07-23
2. ACCENTURE PLC CL A
2019-05-13
2019-07-25
3. ACCENTURE PLC CL A
2019-05-13
2019-07-26
66. WELLS FARGO & CO-NEW
2015-04-10
2019-08-15
100000. U S TREASURY BILL 11/07/19
2019-05-13
2019-08-28
296.501 AMERICAN EUROPACIFIC GRTH F2
2018-03-27
2019-08-29
14. EDWARDS LIFESCIENCES CORP
2019-05-13
2019-10-30
13. AMERIPRISE FINL INC
2019-05-13
2019-11-06
26. DOW INC
2019-05-13
2019-11-08
20. DOW INC
2018-11-02
2019-11-08
16. CHARLES SCHWAB CORP.
2019-05-13
2019-11-08
24. CHARLES SCHWAB CORP.
2019-05-13
2019-11-11
737.871 AMERICAN EUROPACIFIC GRTH F2
2018-03-27
2019-11-13
1760.563 RONDURE NEW WORLD FUND
2018-03-27
2019-11-13
655.308 GRANDEUR PEAK INTL STALWARTS INSTL
2018-03-27
2019-11-13
9. CARMAX INC
2019-05-13
2019-11-25
21. CARMAX INC
2019-05-13
2019-11-26
32. WELLS FARGO & CO-NEW
2015-04-10
2019-12-11
22. DUPONT DE NEMOURS INC WI
2018-11-29
2019-12-19
10. DUPONT DE NEMOURS INC WI
2018-11-29
2019-12-19
14. DUPONT DE NEMOURS INC WI
2019-05-13
2019-12-19
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
5,846
2,913
2,933
b
295
96
199
c
1,181
1,329
-148
d
1,706
1,163
543
e
2,380
1,567
813
853
1,818
-965
617
393
224
1,396
335
1,061
20
19
1
1,807
729
1,078
232,164
173,000
59,164
146,321
146,000
321
75,905
75,000
905
49,907
49,907
1,539
1,505
34
9
10
-1
25
29
-4
1,060
1,078
-18
116
118
-2
991
1,019
-28
690
709
-19
1,295
967
328
158
162
-4
1,240
1,332
-92
3,120
1,441
1,679
976
857
119
695
308
387
151
67
84
15
7
8
2,033
885
1,148
390
343
47
589
514
75
2,889
3,587
-698
98,924
98,842
82
15,000
16,619
-1,619
3,344
2,505
839
2,051
1,854
197
1,452
1,398
54
1,117
1,118
-1
697
713
-16
1,036
1,070
-34
40,000
41,358
-1,358
20,000
20,264
-264
10,000
10,157
-157
879
693
186
2,061
1,618
443
1,711
1,739
-28
1,406
1,887
-481
641
845
-204
897
940
-43
14,118
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
2,933
b
199
c
-148
d
543
e
813
-965
224
1,061
1
1,078
59,164
321
905
34
-1
-4
-18
-2
-28
-19
328
-4
-92
1,679
119
387
84
8
1,148
47
75
-698
82
-1,619
839
197
54
-1
-16
-34
-1,358
-264
-157
186
443
-28
-481
-204
-43
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
80,886
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
66,613
1,482,514
0.044932
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
2
Total
of line 1, column (d)
.....................
2
0.235944
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
0.047189
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,478,171
5
Multiply line 4 by line 3
......................
5
69,753
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
895
7
Add lines 5 and 6
........................
7
70,648
8
Enter qualifying distributions from Part XII, line 4
,.............
8
75,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(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
895
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
895
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
895
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
5,597
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
5,597
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
4,702
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
4,702
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
No
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) 537-5450
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
ANN FRITZ HACKETT
PRESIDENT
1
0
1110 BROOK VALLEY LANE
MCLEAN
,
VA
22102
HELEN BAKER BONSAL
TREASURER
1
0
328 GARRISON FOREST ROAD
OWINGS MILLS
,
MD
21117
DR JENETTE H WHEELER
SECRETARY
1
0
130 LLANFAIR ROAD
ARDMORE
,
PA
19003
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
1,379,737
b
Average of monthly cash balances
.......................
1b
120,944
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,500,681
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
1,500,681
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
22,510
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,478,171
6
Minimum investment return.
Enter 5% of line 5
..................
6
73,909
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
73,909
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
895
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
895
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
73,014
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
73,014
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
73,014
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
75,000
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
75,000
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
895
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
74,105
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
73,014
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
......
0
b
From 2015
......
0
c
From 2016
......
958
d
From 2017
......
0
e
From 2018
......
0
f
Total
of lines 3a through e
........
958
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
75,000
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
.....
73,014
e
Remaining amount distributed out of corpus
1,986
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
2,944
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
2,944
10
Analysis of line 9:
a
Excess from 2015
....
0
b
Excess from 2016
....
958
c
Excess from 2017
....
0
d
Excess from 2018
....
0
e
Excess from 2019
....
1,986
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).)
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
CALVERT SCHOOL
105 TUSCANY ROAD
BALTIMORE
,
MD
21210
NONE
PC
GENERAL
250
DEFENDERS OF ANIMAL RIGHTS INC
14412 OLD YORK ROAD
PHOENIX
,
MD
21131
NONE
PC
GENERAL
400
FUEL FUND OF MARYLAND
PO BOX 62266
BALTIMORE
,
MD
212642266
NONE
PC
GENERAL
200
GBMC FOUNDATION
6701 NORTH CHARLES STREET
TOWSON
,
MD
21204
NONE
PC
GENERAL
2,000
IRVINE NATURE CENTER
11201 GARRISON FOREST ROAD
OWINGS MILLS
,
MD
21117
NONE
PC
GENERAL
1,500
MARYLAND FOOD BANK
2200 HALETHORPE FARMS RD
BALTIMORE
,
MD
21227
NONE
PC
GENERAL
575
PRINCETON UNIVERSITY
PO BOX 5357
PRINCETON
,
NJ
085435357
NONE
PC
GENERAL
250
ST ANDREWS CHRISTIAN COMMUNITY
5802 ROLAND AVENUE
BALTIMORE
,
MD
212101398
NONE
PC
GENERAL
2,000
GILMAN SCHOOL
5407 ROLAND AVE
BALTIMORE
,
MD
21210
NONE
PC
GENERAL
850
CHESAPEAKE WILDLIFE HERITAGE
PO BOX 1745
EASTON
,
MD
21601
NONE
PC
GENERAL
100
LADEW TOPIARY GARDENS
3535 JARRETTSVILLE PIKE
MONKTON
,
MD
21111
NONE
PC
GENERAL
850
AMOS FORTUNE FORUM
PO BOX 153
JAFFREY
,
NH
03452
NONE
PC
GENERAL
100
BALTIMORE MUSEUM OF ART
PO BOX 17364
BALTIMORE
,
MD
212989780
NONE
PC
GENERAL
375
BALTIMORE SYMPHONY ORCHESTRA
Jos MEYERHOFF HALL
1212 N CALVERT STREET
BALTIMORE
,
MD
21201
NONE
PC
GENERAL
350
CHESAPEAKE BAY FOUNDATION
PO BOX 17447
Baltimore
,
MD
212989104
NONE
PC
GENERAL
800
CHURCH OF THE REDEEMER
5603 N CHARLES ST
BALTIMORE
,
MD
21210
NONE
PC
GENERAL
4,850
EMMANUEL CHURCH
PO BOX 30
DUBLIN
,
NH
03444
NONE
PC
GENERAL
600
GARRISON FOREST SCHOOL
300 GARRISON FOREST ROAD
OWINGS MILLS
,
MD
211174064
NONE
PC
GENERAL
1,600
HISTORIC HAMPTON INC
535 HAMPTON LANE
Townson
,
MD
212861313
NONE
PC
GENERAL
100
HOPEWELL CANCER SUPPORT
PO BOX 755
BROOKLANDVILLE
,
MD
21022
NONE
PC
GENERAL
400
JAFFREY HISTORICAL SOCIETY INC
CIVIC CENTER
40 MAIN STREET
JAFFREY
,
NH
03452
NONE
PC
GENERAL
75
MARYLAND HISTORICAL SOCIETY
201 WEST MONUMENT STREET
BALTIMORE
,
MD
21201
NONE
PC
GENERAL
600
MONADNOCK CONSERVANCY
PO BOX 337
KEENE
,
NH
034310337
NONE
PC
GENERAL
250
MUHLENBERG COLLEGE
2400 CHEW STREET
ALLENTOWN
,
PA
181045586
NONE
PC
GENERAL
100
NATIONAL TRUST
for Historic Preservation
PO BOX 5043
Hagerstown
,
MD
21741
NONE
PC
GENERAL
100
PAUL'S PLACE
1118 WARD STREET
BALTIMORE
,
MD
212301817
NONE
PC
GENERAL
250
PENINSULA SCHOOL OF ART
PO BOX 304 3900 COUNTY RD
FISH CREEK
,
WI
54212
NONE
PC
GENERAL
100
STRATFORD HALL
483 GREAT HOUSE ROAD
STRATFORD
,
VA
22558
NONE
PC
GENERAL
100
SQUAM LAKE ASSOCIATION
534 US-3
HOLDERNESS
,
NH
032450204
NONE
PC
GENERAL
100
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREET
BALTIMORE
,
MD
21201
NONE
PC
GENERAL
750
MPALA WILDLIFE FOUNDATION
PO BOX 137
RIDERWOOD
,
MD
211390137
NONE
PC
GENERAL
3,000
Planned Parenthood Federation of
America Inc
434 WEST 33RD STREET
New York
,
NY
10001
NONE
PC
GENERAL
2,500
KEY SCHOOL
534 HILLSMERE DRIVE
ANNAPOLIS
,
MD
21403
NONE
PC
GENERAL
500
RRLRAIA
PO BOX 204
RIDERWOOD
,
MD
21139
NONE
PC
GENERAL
90
Stanford University-Graduate School
of Business
655 KNIGHT WAY
Stanford
,
CA
94305
NONE
PC
ANN FRITZ HACKETT '79
1,000
Gilchrist Hospice CARE
11311 MCCORMICK RD STE 350
Hunt Valley
,
MD
21031
NONE
PC
GENERAL
1,000
FRIENDS OF SMITHSONIAN
PO BOX 98096
Washington
,
DC
200779804
NONE
PC
GENERAL
200
St Joseph's Indian School
PO BOX 300
Chamberlain
,
SD
57325
NONE
PC
GENERAL
300
Family and Children's SVC
Central Maryland
4623 FALLS ROAD
BALTIMORE
,
MD
21209
NONE
PC
GENERAL
400
564 PARK AVENUE PRESERVATION FDN
564 PARK AVENUE
NEW YORK
,
NY
10065
NONE
PC
GENERAL
500
HABITAT FOR HUMANITY
PO BOX 1509
AMERICUS
,
GA
317091509
NONE
PC
GENERAL
100
THE MANOR CONSERVANCY
PO BOX 408
MONKTON
,
MD
21111
NONE
PC
GENERAL
100
ROLLINS ROWING TEAM
1000 HOLT AVENUE
WINTER PARK
,
FL
32789
NONE
PC
GENERAL
500
ROLLINS COLLEGE
1000 HOLT AVENUE
WINTER PARK
,
FL
32789
NONE
PC
GENERAL
250
ST PAUL'S SCHOOL
11152 FALLS ROAD
LUHERVILLETIMONIUM
,
MD
21093
NONE
PC
GENERAL
100
UNITED WAY OF CENTRAL MARYLAND
100 SOUTH CHARLES STREET
BALTIMORE
,
MD
21201
NONE
PC
GENERAL
200
WORLD WILDLIFE FUND
1250 24TH STREET NW
Washington
,
DC
200906555
NONE
PC
GENERAL
100
WETA
PO BOX 96100
WASHINGTON
,
DC
200906100
NONE
PC
GENERAL
100
ASPCA
PO BOX 96929
WASHINGTON
,
DC
20077
NONE
PC
GENERAL
100
AMERICAN RED CROSS
CHESAPEAKE REGION
4800 MT HOPE DRIVE
BALTIMORE
,
MD
21215
NONE
PC
GENERAL
100
WEATHERSFIELD HISTORICAL SOCIETY
PO BOX 126
PERKINSVILLE
,
VT
05151
NONE
PC
GENERAL
1,000
GOODWILL INDUSTRIES OF MD
222 E REDWOOD STREET
BALTIMORE
,
MD
21202
NONE
PC
GENERAL
100
BOYS AND GIRLS CLUB OF MARTIN CO
PO BOX 910
Hobe Sound
,
FL
33475
NONE
PC
GENERAL
100
DEFENDERS OF WILDLIFE
1130 17TH STREET NW
Washington
,
DC
20036
NONE
PC
GENERAL
200
JAFFREY CENTER VILLAGE IMPROVEMENT
PO BOX 722
JAFFREY CENTER
,
NH
03452
NONE
PC
GENERAL
300
MUSIC IN THE VALLEY ST JOHNS CHURCH
3738 BUTLER ROAD
REISTERSTOWN
,
MD
21136
NONE
PC
GENERAL
200
ST JOHN EVANGELIST SCHOOL
669 RITCHIE HWY
SEVERNA PARK
,
MD
21146
NONE
PC
GENERAL
1,000
WOUNDED WARRIOR PROJECT
PO BOX 75851
TOPEKA
,
KS
666758540
NONE
PC
GENERAL
400
CHOCORUA CHAPEL ASSOCIATION
PO BOX 356
HOLDERNESS
,
NH
032450356
NONE
PC
GENERAL
200
THE LIGHT HOUSE
10 HUDSON STREET
ANNAPOLIS
,
MD
21401
NONE
PC
GENERAL
250
CRISTO REY JESUIT SCHOOL
420 SOUTH CHESTER STREET
BALTIMORE
,
MD
21231
NONE
PC
GENERAL
500
PEABODY INSTITUTE OF JHU
1 EAST MOUNT VERNON PLACE
BALTIMORE
,
MD
21202
NONE
PC
GENERAL
400
OLDFIELDS SCHOOL
1500 GLENCOE ROAD
SPARKS
,
MD
21152
NONE
PC
GENERAL
100
PRINCETON SYMPHONY ORCHESTRA
PO BOX 250
PRINCETON
,
NJ
08542
NONE
PC
GENERAL
2,500
STEVENSON UNIVERSITY
1525 GREENSPRING VALLEY RD
STEVENSON
,
MD
21153
NONE
PC
GENERAL
100
DUKE UNIVERSITY
2138 CAMPUS DRIVE
DURHAM
,
NC
27708
NONE
PC
GENERAL
100
FUND FOR JOHNS HOPKINS MEDICINE
550 NORTH BROADWAYSUITE 914
BALTIMORE
,
MD
21205
NONE
PC
GENERAL
500
JOHNSON & WALES UNIVERSITY
8 ABBOTT PARK PL
PROVIDENCE
,
RI
02903
NONE
PC
GENERAL
100
FRIENDS OF PSYCHOONCOLOGY IN AFRICA
154 HANSEN ROAD
CHARLOTTESVILLE
,
VA
22911
NONE
PC
GENERAL
9,000
MOUNT VERNON PLACE CONSERVANCY
901 S BOND STREET 400A
BALTIMORE
,
MD
21231
NONE
PC
GENERAL
1,000
NOLS
284 LINCOLN STREET
LANDER
,
WY
82520
NONE
PC
GENERAL
125
BRAIN CHEMISTRY LAB
3214 N UNIVERSITY AVENUE
PROVO
,
UT
84604
NONE
PC
GENERAL
450
ST ELIZABETH'S HIGH SCHOOL
1500 CEDAR STREET
WILMINGTON
,
DE
19805
NONE
PC
GENERAL
1,000
Planned Parenthood of Northern Central
and Southern New Jersey
196 SPEEDWELL AVE
Morristown
,
NJ
07960
NONE
PC
GENERAL
2,500
Musica Viva
1157 LEXINGTON AVENUE
New York
,
NY
10075
NONE
PC
GENERAL
3,500
Middlebury College
700 EXCHANGE STREET
Middlebury
,
VT
05753
NONE
PC
GENERAL
2,000
Severn Riverkeeper Program
PO BOX 6593
Annapolis
,
MD
21401
NONE
PC
GENERAL
500
Greater Baltimore Medical Center
6701 N CHARLES STREET
Baltimore
,
MD
21204
NONE
PC
GENERAL
1,500
Fund for Johns Hopkins Medicine
750 E PRATT STREET 17TH FLOOR
Baltimore
,
MD
21202
NONE
PC
GENERAL
1,000
Valley Planning Council Inc
PO BOX 5402
Towson
,
MD
21285
NONE
PC
GENERAL
1,000
St Jude's Childrens Hospital
501 ST JUDE PLACE
Memphis
,
TN
38105
NONE
PC
GENERAL
485
The Women's Board of the JHH
600 NORTH WOLFE ST
Baltimore
,
MD
212870221
NONE
PC
GENERAL
200
Washington National Cathedral
PO BOX 37036
Boone
,
IA
50037
NONE
PC
GENERAL
500
George Washington's Mount Vernon
PO BOX 1594
Merrifield
,
VA
221161594
NONE
PC
GENERAL
250
The Phi Beta Kappa Society
PO BOX 97269
Washington
,
DC
200777210
NONE
PC
GENERAL
100
Alpha Omega Alpha
12635 EMONTVIEW BLVD
Aurora
,
CO
80045
NONE
PC
GENERAL
100
The Walden School
30 MONTEREY BLVD SUITE E
San Fransisco
,
CA
94131
NONE
PC
GENERAL
250
TPCA
PO BOX 595
Jaffrey
,
NH
03452
NONE
PC
GENERAL
600
Denison Univeristy
100 WEST COLLEGE ST
Granville
,
OH
43023
NONE
PC
GENERAL
500
St James Church
c/o Sally Cocks
15747 IRISH AVE
Monkton
,
MD
21111
NONE
PC
GENERAL
75
Veterans of Foreign Wars
of the United States (VFW)
PROCESSING CENTER PO BOX 8954
Topeka
,
KS
666089922
NONE
PC
GENERAL
100
Baltimore Museum of Art
10 ART MUSEUM DRIVE
Baltimore
,
MD
212183898
NONE
PC
GENERAL
200
Camp Arcadia Scholarship Foundation
PO BOX 158
Casco
,
ME
040150158
NONE
PC
GENERAL
1,000
Chesapeake Bay Foundation
6 HERNDON AVENUE
Annapolis
,
MD
21403
NONE
PC
GENERAL
500
Maryland SPCA
3300 FALLS ROAD
Baltimore
,
MD
21211
NONE
PC
GENERAL
900
Mount Vernon Ladies' Association
PO BOX 110
Mount Vernon
,
VA
22121
NONE
PC
GENERAL
1,000
Mount Vernon of Baltimore
Preservation Foundation Inc
8 WEST MOUNT VERNON PLACE
Baltimore
,
MD
21201
NONE
PC
GENERAL
2,000
StJude's Children's Research Hospital
262 DANNY THOMAS PLACE
Memphis
,
TN
38105
NONE
PC
GENERAL
500
The Bryn Mawr School
109 W MELROSE AVENUE
Baltimore
,
MD
212101326
NONE
PC
GENERAL
100
Maryland Institute College of Art
1300 WMOUNT ROYAL AVENUE
Baltimore
,
MD
21217
NONE
PC
GENERAL
1,300
The One Love Foundation
119 PONDFIELD ROAD POBOX 368
Bronxville
,
NY
10708
NONE
PC
GENERAL
500
St Margaret's Church
1601 PLEASANT PLAINS ROAD
Annapolis
,
MD
21049
NONE
PC
GENERAL
500
Total
.................................
3a
75,000
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
...........
14
2
4
Dividends and interest from securities
....
14
20,248
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
80,886
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)
..
101,136
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
101,136
(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