Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
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, MD21231
A Employer identification number

52-6034781
B Telephone number (see instructions)

(410) 537-5450
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,603,064
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 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  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 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
Assets 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 bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 927,097 Click to see attachment1,022,063 1,366,953
c Investments—corporate bonds (attach schedule)....... 221,000 Click to see attachment175,246 177,868
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,254,780 1,255,552 1,603,064
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,259,057
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
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) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 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 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 895
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 895
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,702
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet4,702 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbullet  
    14
    The books are in care ofbulletBROWN ADVISORY Telephone no.bullet (410) 537-5450

    Located atbullet901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4bullet21231
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANN FRITZ HACKETT PRESIDENT
    1
    0    
    1110 BROOK VALLEY LANE
    MCLEAN,VA22102
    HELEN BAKER BONSAL TREASURER
    1
    0    
    328 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117
    DR JENETTE H WHEELER SECRETARY
    1
    0    
    130 LLANFAIR ROAD
    ARDMORE,PA19003
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (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 right arrow 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
    fTotal of lines 3a through e........ 958
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 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).)
    6Enter 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
    9Excess 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....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 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.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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)
    aPaid during the year
    CALVERT SCHOOL
    105 TUSCANY ROAD
    BALTIMORE,MD21210
    NONE PC GENERAL 250
    DEFENDERS OF ANIMAL RIGHTS INC
    14412 OLD YORK ROAD
    PHOENIX,MD21131
    NONE PC GENERAL 400
    FUEL FUND OF MARYLAND
    PO BOX 62266
    BALTIMORE,MD212642266
    NONE PC GENERAL 200
    GBMC FOUNDATION
    6701 NORTH CHARLES STREET
    TOWSON,MD21204
    NONE PC GENERAL 2,000
    IRVINE NATURE CENTER
    11201 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117
    NONE PC GENERAL 1,500
    MARYLAND FOOD BANK
    2200 HALETHORPE FARMS RD
    BALTIMORE,MD21227
    NONE PC GENERAL 575
    PRINCETON UNIVERSITY
    PO BOX 5357
    PRINCETON,NJ085435357
    NONE PC GENERAL 250
    ST ANDREWS CHRISTIAN COMMUNITY
    5802 ROLAND AVENUE
    BALTIMORE,MD212101398
    NONE PC GENERAL 2,000
    GILMAN SCHOOL
    5407 ROLAND AVE
    BALTIMORE,MD21210
    NONE PC GENERAL 850
    CHESAPEAKE WILDLIFE HERITAGE
    PO BOX 1745
    EASTON,MD21601
    NONE PC GENERAL 100
    LADEW TOPIARY GARDENS
    3535 JARRETTSVILLE PIKE
    MONKTON,MD21111
    NONE PC GENERAL 850
    AMOS FORTUNE FORUM
    PO BOX 153
    JAFFREY,NH03452
    NONE PC GENERAL 100
    BALTIMORE MUSEUM OF ART
    PO BOX 17364
    BALTIMORE,MD212989780
    NONE PC GENERAL 375
    BALTIMORE SYMPHONY ORCHESTRA
    Jos MEYERHOFF HALL
    1212 N CALVERT STREET
    BALTIMORE,MD21201
    NONE PC GENERAL 350
    CHESAPEAKE BAY FOUNDATION
    PO BOX 17447
    Baltimore,MD212989104
    NONE PC GENERAL 800
    CHURCH OF THE REDEEMER
    5603 N CHARLES ST
    BALTIMORE,MD21210
    NONE PC GENERAL 4,850
    EMMANUEL CHURCH
    PO BOX 30
    DUBLIN,NH03444
    NONE PC GENERAL 600
    GARRISON FOREST SCHOOL
    300 GARRISON FOREST ROAD
    OWINGS MILLS,MD211174064
    NONE PC GENERAL 1,600
    HISTORIC HAMPTON INC
    535 HAMPTON LANE
    Townson,MD212861313
    NONE PC GENERAL 100
    HOPEWELL CANCER SUPPORT
    PO BOX 755
    BROOKLANDVILLE,MD21022
    NONE PC GENERAL 400
    JAFFREY HISTORICAL SOCIETY INC
    CIVIC CENTER
    40 MAIN STREET
    JAFFREY,NH03452
    NONE PC GENERAL 75
    MARYLAND HISTORICAL SOCIETY
    201 WEST MONUMENT STREET
    BALTIMORE,MD21201
    NONE PC GENERAL 600
    MONADNOCK CONSERVANCY
    PO BOX 337
    KEENE,NH034310337
    NONE PC GENERAL 250
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA181045586
    NONE PC GENERAL 100
    NATIONAL TRUST
    for Historic Preservation
    PO BOX 5043
    Hagerstown,MD21741
    NONE PC GENERAL 100
    PAUL'S PLACE
    1118 WARD STREET
    BALTIMORE,MD212301817
    NONE PC GENERAL 250
    PENINSULA SCHOOL OF ART
    PO BOX 304 3900 COUNTY RD
    FISH CREEK,WI54212
    NONE PC GENERAL 100
    STRATFORD HALL
    483 GREAT HOUSE ROAD
    STRATFORD,VA22558
    NONE PC GENERAL 100
    SQUAM LAKE ASSOCIATION
    534 US-3
    HOLDERNESS,NH032450204
    NONE PC GENERAL 100
    THE WALTERS ART MUSEUM
    600 NORTH CHARLES STREET
    BALTIMORE,MD21201
    NONE PC GENERAL 750
    MPALA WILDLIFE FOUNDATION
    PO BOX 137
    RIDERWOOD,MD211390137
    NONE PC GENERAL 3,000
    Planned Parenthood Federation of
    America Inc
    434 WEST 33RD STREET
    New York,NY10001
    NONE PC GENERAL 2,500
    KEY SCHOOL
    534 HILLSMERE DRIVE
    ANNAPOLIS,MD21403
    NONE PC GENERAL 500
    RRLRAIA
    PO BOX 204
    RIDERWOOD,MD21139
    NONE PC GENERAL 90
    Stanford University-Graduate School
    of Business
    655 KNIGHT WAY
    Stanford,CA94305
    NONE PC ANN FRITZ HACKETT '79 1,000
    Gilchrist Hospice CARE
    11311 MCCORMICK RD STE 350
    Hunt Valley,MD21031
    NONE PC GENERAL 1,000
    FRIENDS OF SMITHSONIAN
    PO BOX 98096
    Washington,DC200779804
    NONE PC GENERAL 200
    St Joseph's Indian School
    PO BOX 300
    Chamberlain,SD57325
    NONE PC GENERAL 300
    Family and Children's SVC
    Central Maryland
    4623 FALLS ROAD
    BALTIMORE,MD21209
    NONE PC GENERAL 400
    564 PARK AVENUE PRESERVATION FDN
    564 PARK AVENUE
    NEW YORK,NY10065
    NONE PC GENERAL 500
    HABITAT FOR HUMANITY
    PO BOX 1509
    AMERICUS,GA317091509
    NONE PC GENERAL 100
    THE MANOR CONSERVANCY
    PO BOX 408
    MONKTON,MD21111
    NONE PC GENERAL 100
    ROLLINS ROWING TEAM
    1000 HOLT AVENUE
    WINTER PARK,FL32789
    NONE PC GENERAL 500
    ROLLINS COLLEGE
    1000 HOLT AVENUE
    WINTER PARK,FL32789
    NONE PC GENERAL 250
    ST PAUL'S SCHOOL
    11152 FALLS ROAD
    LUHERVILLETIMONIUM,MD21093
    NONE PC GENERAL 100
    UNITED WAY OF CENTRAL MARYLAND
    100 SOUTH CHARLES STREET
    BALTIMORE,MD21201
    NONE PC GENERAL 200
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    Washington,DC200906555
    NONE PC GENERAL 100
    WETA
    PO BOX 96100
    WASHINGTON,DC200906100
    NONE PC GENERAL 100
    ASPCA
    PO BOX 96929
    WASHINGTON,DC20077
    NONE PC GENERAL 100
    AMERICAN RED CROSS
    CHESAPEAKE REGION
    4800 MT HOPE DRIVE
    BALTIMORE,MD21215
    NONE PC GENERAL 100
    WEATHERSFIELD HISTORICAL SOCIETY
    PO BOX 126
    PERKINSVILLE,VT05151
    NONE PC GENERAL 1,000
    GOODWILL INDUSTRIES OF MD
    222 E REDWOOD STREET
    BALTIMORE,MD21202
    NONE PC GENERAL 100
    BOYS AND GIRLS CLUB OF MARTIN CO
    PO BOX 910
    Hobe Sound,FL33475
    NONE PC GENERAL 100
    DEFENDERS OF WILDLIFE
    1130 17TH STREET NW
    Washington,DC20036
    NONE PC GENERAL 200
    JAFFREY CENTER VILLAGE IMPROVEMENT
    PO BOX 722
    JAFFREY CENTER,NH03452
    NONE PC GENERAL 300
    MUSIC IN THE VALLEY ST JOHNS CHURCH
    3738 BUTLER ROAD
    REISTERSTOWN,MD21136
    NONE PC GENERAL 200
    ST JOHN EVANGELIST SCHOOL
    669 RITCHIE HWY
    SEVERNA PARK,MD21146
    NONE PC GENERAL 1,000
    WOUNDED WARRIOR PROJECT
    PO BOX 75851
    TOPEKA,KS666758540
    NONE PC GENERAL 400
    CHOCORUA CHAPEL ASSOCIATION
    PO BOX 356
    HOLDERNESS,NH032450356
    NONE PC GENERAL 200
    THE LIGHT HOUSE
    10 HUDSON STREET
    ANNAPOLIS,MD21401
    NONE PC GENERAL 250
    CRISTO REY JESUIT SCHOOL
    420 SOUTH CHESTER STREET
    BALTIMORE,MD21231
    NONE PC GENERAL 500
    PEABODY INSTITUTE OF JHU
    1 EAST MOUNT VERNON PLACE
    BALTIMORE,MD21202
    NONE PC GENERAL 400
    OLDFIELDS SCHOOL
    1500 GLENCOE ROAD
    SPARKS,MD21152
    NONE PC GENERAL 100
    PRINCETON SYMPHONY ORCHESTRA
    PO BOX 250
    PRINCETON,NJ08542
    NONE PC GENERAL 2,500
    STEVENSON UNIVERSITY
    1525 GREENSPRING VALLEY RD
    STEVENSON,MD21153
    NONE PC GENERAL 100
    DUKE UNIVERSITY
    2138 CAMPUS DRIVE
    DURHAM,NC27708
    NONE PC GENERAL 100
    FUND FOR JOHNS HOPKINS MEDICINE
    550 NORTH BROADWAYSUITE 914
    BALTIMORE,MD21205
    NONE PC GENERAL 500
    JOHNSON & WALES UNIVERSITY
    8 ABBOTT PARK PL
    PROVIDENCE,RI02903
    NONE PC GENERAL 100
    FRIENDS OF PSYCHOONCOLOGY IN AFRICA
    154 HANSEN ROAD
    CHARLOTTESVILLE,VA22911
    NONE PC GENERAL 9,000
    MOUNT VERNON PLACE CONSERVANCY
    901 S BOND STREET 400A
    BALTIMORE,MD21231
    NONE PC GENERAL 1,000
    NOLS
    284 LINCOLN STREET
    LANDER,WY82520
    NONE PC GENERAL 125
    BRAIN CHEMISTRY LAB
    3214 N UNIVERSITY AVENUE
    PROVO,UT84604
    NONE PC GENERAL 450
    ST ELIZABETH'S HIGH SCHOOL
    1500 CEDAR STREET
    WILMINGTON,DE19805
    NONE PC GENERAL 1,000
    Planned Parenthood of Northern Central
    and Southern New Jersey
    196 SPEEDWELL AVE
    Morristown,NJ07960
    NONE PC GENERAL 2,500
    Musica Viva
    1157 LEXINGTON AVENUE
    New York,NY10075
    NONE PC GENERAL 3,500
    Middlebury College
    700 EXCHANGE STREET
    Middlebury,VT05753
    NONE PC GENERAL 2,000
    Severn Riverkeeper Program
    PO BOX 6593
    Annapolis,MD21401
    NONE PC GENERAL 500
    Greater Baltimore Medical Center
    6701 N CHARLES STREET
    Baltimore,MD21204
    NONE PC GENERAL 1,500
    Fund for Johns Hopkins Medicine
    750 E PRATT STREET 17TH FLOOR
    Baltimore,MD21202
    NONE PC GENERAL 1,000
    Valley Planning Council Inc
    PO BOX 5402
    Towson,MD21285
    NONE PC GENERAL 1,000
    St Jude's Childrens Hospital
    501 ST JUDE PLACE
    Memphis,TN38105
    NONE PC GENERAL 485
    The Women's Board of the JHH
    600 NORTH WOLFE ST
    Baltimore,MD212870221
    NONE PC GENERAL 200
    Washington National Cathedral
    PO BOX 37036
    Boone,IA50037
    NONE PC GENERAL 500
    George Washington's Mount Vernon
    PO BOX 1594
    Merrifield,VA221161594
    NONE PC GENERAL 250
    The Phi Beta Kappa Society
    PO BOX 97269
    Washington,DC200777210
    NONE PC GENERAL 100
    Alpha Omega Alpha
    12635 EMONTVIEW BLVD
    Aurora,CO80045
    NONE PC GENERAL 100
    The Walden School
    30 MONTEREY BLVD SUITE E
    San Fransisco,CA94131
    NONE PC GENERAL 250
    TPCA
    PO BOX 595
    Jaffrey,NH03452
    NONE PC GENERAL 600
    Denison Univeristy
    100 WEST COLLEGE ST
    Granville,OH43023
    NONE PC GENERAL 500
    St James Church
    c/o Sally Cocks
    15747 IRISH AVE
    Monkton,MD21111
    NONE PC GENERAL 75
    Veterans of Foreign Wars
    of the United States (VFW)
    PROCESSING CENTER PO BOX 8954
    Topeka,KS666089922
    NONE PC GENERAL 100
    Baltimore Museum of Art
    10 ART MUSEUM DRIVE
    Baltimore,MD212183898
    NONE PC GENERAL 200
    Camp Arcadia Scholarship Foundation
    PO BOX 158
    Casco,ME040150158
    NONE PC GENERAL 1,000
    Chesapeake Bay Foundation
    6 HERNDON AVENUE
    Annapolis,MD21403
    NONE PC GENERAL 500
    Maryland SPCA
    3300 FALLS ROAD
    Baltimore,MD21211
    NONE PC GENERAL 900
    Mount Vernon Ladies' Association
    PO BOX 110
    Mount Vernon,VA22121
    NONE PC GENERAL 1,000
    Mount Vernon of Baltimore
    Preservation Foundation Inc
    8 WEST MOUNT VERNON PLACE
    Baltimore,MD21201
    NONE PC GENERAL 2,000
    StJude's Children's Research Hospital
    262 DANNY THOMAS PLACE
    Memphis,TN38105
    NONE PC GENERAL 500
    The Bryn Mawr School
    109 W MELROSE AVENUE
    Baltimore,MD212101326
    NONE PC GENERAL 100
    Maryland Institute College of Art
    1300 WMOUNT ROYAL AVENUE
    Baltimore,MD21217
    NONE PC GENERAL 1,300
    The One Love Foundation
    119 PONDFIELD ROAD POBOX 368
    Bronxville,NY10708
    NONE PC GENERAL 500
    St Margaret's Church
    1601 PLEASANT PLAINS ROAD
    Annapolis,MD21049
    NONE PC GENERAL 500
    Total .................................bullet 3a 75,000
    bApproved for future payment
    Total .................................bullet 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.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 2  
    4 Dividends and interest from securities....     14 20,248  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 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  
    13Total. 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.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (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? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


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    Form 990-PF (2019)
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