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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$1,717,740
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 18,357 17,613  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -21,311
b Gross sales price for all assets on line 6a 709,839
7 Capital gain net income (from Part IV, line 2)... 0
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........ -2,954 17,613  
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).... 10,382 10,382   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 535 535   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,917 10,917 0 0
25 Contributions, gifts, grants paid....... 75,000 75,000
26 Total expenses and disbursements. Add lines 24 and 25 85,917 10,917 0 75,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -88,871
b Net investment income (if negative, enter -0-) 6,696
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 2,994 2,995 2,995
2 Savings and temporary cash investments......... 55,249 88,975 88,975
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,022,063 Click to see attachment875,795 1,420,783
c Investments—corporate bonds (attach schedule)....... 175,246 Click to see attachment198,645 204,987
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) 1,255,552 1,166,410 1,717,740
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........ 1,255,552 1,166,410
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)..... 1,255,552 1,166,410
30 Total liabilities and net assets/fund balances (see instructions). 1,255,552 1,166,410
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
1,255,552
2
Enter amount from Part I, line 27a .....................
2
-88,871
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,166,681
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
271
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,166,410
Form 990-PF (2020)
Form 990-PF (2020)
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 5. APPLE COMPUTER INC.   2019-05-13 2020-01-28
b 4. APPLE COMPUTER INC.   2019-05-13 2020-02-24
c 20. CARMAX INC   2019-05-13 2020-02-24
d 1. CARMAX INC   2019-05-13 2020-02-25
e 9. VISA INC CLASS A SHARES   2019-05-13 2020-02-25
10. VISA INC CLASS A SHARES   2019-05-13 2020-02-26
45. WELLS FARGO & CO-NEW   2017-01-12 2020-02-28
1871.658 DFA EMERGING MARKETS CORE EQUITY I   2019-11-13 2020-03-05
16. WELLS FARGO & CO-NEW   2015-09-15 2020-03-06
6. AGILENT TECHNOLOGIES INC   2019-11-11 2020-03-10
9. ALIBABA GROUP HOLDING LTD A D R   2019-05-13 2020-03-10
1. ALPHABET INC CL C   2019-05-13 2020-03-10
1. ALPHABET INC CAP STK CL A   2019-05-13 2020-03-10
1. AMAZON.COM INC   2020-03-09 2020-03-10
8. AMERIPRISE FINL INC   2019-05-13 2020-03-10
4. ANTHEM INC   2019-10-30 2020-03-10
7. APPLE COMPUTER INC.   2019-05-13 2020-03-10
67. BANK OF AMERICA CORPORATION   2019-05-13 2020-03-10
13. BERKSHIRE HATHAWAY INC CL B   2019-05-13 2020-03-10
1. BOOKING HOLDINGS INC   2019-05-13 2020-03-10
3. BROADCOM INC COM   2019-05-13 2020-03-10
9. CANADIAN NATL RAILWAY CO   2019-05-13 2020-03-10
19. CARMAX INC   2019-05-13 2020-03-10
10. CIMAREX ENERGY CO   2018-10-11 2020-03-10
32. CONAGRA INC.   2017-12-27 2020-03-10
5. CROWN CASTLE INTL CORP   2019-05-13 2020-03-10
12. DELTA AIR LINES INC   2019-12-19 2020-03-10
4. DELTA AIR LINES INC   2019-12-19 2020-03-10
1.99996 WALT DISNEY CO.   2020-01-28 2020-03-10
5.00004 WALT DISNEY CO.   2020-01-28 2020-03-10
6. DOLLAR TREE INC   2020-02-24 2020-03-10
9. EDWARDS LIFESCIENCES CORP   2019-05-13 2020-03-10
9.00069 FACEBOOK INC CLASS A   2019-05-13 2020-03-10
2.99931 FACEBOOK INC CLASS A   2019-05-13 2020-03-10
3. GENERAL DYNAMICS CORP   2019-05-13 2020-03-10
1.00074 HAIN CELESTIAL GROUP INC   2020-02-10 2020-03-10
24.99926 HAIN CELESTIAL GROUP INC   2020-02-25 2020-03-10
17. J P MORGAN CHASE & CO   2019-05-13 2020-03-10
17.99938 KKR CO INC A   2019-12-11 2020-03-10
10.00062 KKR CO INC A   2019-12-11 2020-03-10
59. KINDER MORGAN INC   2015-08-13 2020-03-10
21. LOWES COS INC   2019-05-13 2020-03-10
13. MASTERCARD INC   2019-05-13 2020-03-10
6. MERCK CO INC   2019-05-13 2020-03-10
20. MICROSOFT CORP.   2019-05-13 2020-03-10
12. PAYPAL HOLDINGS INC   2019-05-13 2020-03-10
4. SBA COMMUNICATIONS CORP   2019-05-13 2020-03-10
12. CHARLES SCHWAB CORP.   2019-05-13 2020-03-10
16. CHARLES SCHWAB CORP.   2019-05-13 2020-03-10
9.0005 STERICYCLE INC   2019-04-05 2020-03-10
7.9995 STERICYCLE INC   2019-04-05 2020-03-10
28. SUNCOR ENERGY INC   2018-08-07 2020-03-10
11. TJX COS INC   2019-05-13 2020-03-10
15. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR   2019-05-13 2020-03-10
4. UNITED RENTALS INC   2019-05-13 2020-03-10
7. UNITED TECHNOLOGIES CORP.   2019-05-13 2020-03-10
7. UNITEDHEALTH GROUP INC   2020-02-25 2020-03-10
19. VISA INC CLASS A SHARES   2019-05-13 2020-03-10
12. WELLS FARGO & CO-NEW   2017-04-13 2020-03-10
6. ACCENTURE PLC CL A   2019-05-13 2020-03-10
55. NOMAD FOODS LTD   2019-05-13 2020-03-10
9. BROADCOM INC COM   2019-06-14 2020-03-12
17. BROADCOM INC COM   2018-04-17 2020-03-12
93. WELLS FARGO & CO-NEW   2019-05-13 2020-03-12
34. WELLS FARGO & CO-NEW   2017-05-31 2020-03-12
3. BROADCOM INC COM   2018-04-16 2020-03-13
65. CONAGRA INC.   2017-12-27 2020-03-16
43. DELTA AIR LINES INC   2019-12-19 2020-03-18
21. DELTA AIR LINES INC   2019-05-13 2020-03-18
25. DELTA AIR LINES INC   2018-10-10 2020-03-18
78. DELTA AIR LINES INC   2018-10-10 2020-03-20
3350.143 AMERICAN EUROPACIFIC GRTH F2   2018-03-27 2020-03-20
4755.51 RONDURE NEW WORLD FUND   2018-03-27 2020-03-20
7314.728 GRANDEUR PEAK INTL STALWARTS INSTL   2018-03-27 2020-03-20
48. CHARLES SCHWAB CORP.   2019-05-13 2020-03-23
32. CHARLES SCHWAB CORP.   2013-01-02 2020-03-23
96. CHARLES SCHWAB CORP.   2012-12-19 2020-03-24
12. CHARLES SCHWAB CORP.   2012-12-19 2020-03-25
41. CHARLES SCHWAB CORP.   2012-12-31 2020-03-27
14. CHARLES SCHWAB CORP.   2012-12-31 2020-03-31
47. CHARLES SCHWAB CORP.   2012-12-31 2020-04-02
44. CIMAREX ENERGY CO   2018-11-06 2020-04-07
9. CIMAREX ENERGY CO   2019-05-13 2020-04-07
31. CIMAREX ENERGY CO   2019-09-17 2020-04-08
12. CIMAREX ENERGY CO   2019-04-04 2020-04-08
38. BANK OF AMERICA CORPORATION   2019-05-13 2020-04-20
8. J P MORGAN CHASE & CO   2019-05-13 2020-04-20
11. PAYPAL HOLDINGS INC   2019-05-13 2020-04-21
50000. U S TREASURY NT 2.375% 4/30/26   2019-05-13 2020-04-22
25000. U S TREASURY NT 2.375% 5/15/29   2019-05-13 2020-04-22
.5 OTIS WORLDWIDE CORP   2019-05-13 2020-04-23
6. CARMAX INC   2019-05-13 2020-04-29
. PROCEEDS FROM SECURITIES LITIGATION     2020-05-05
. PROCEEDS FROM SECURITIES LITIGATION     2020-05-05
1612.403 ARTISAN INTL VALUE FUND INS   2020-03-20 2020-06-23
5280.374 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST   2020-03-20 2020-06-23
24. RAYTHEON TECHNOLOGIES CORP COM   2019-05-13 2020-07-15
31. RAYTHEON TECHNOLOGIES CORP COM   2015-09-15 2020-07-15
12. CARMAX INC   2019-05-13 2020-07-29
19. CARMAX INC   2018-02-15 2020-07-30
5. ALIBABA GROUP HOLDING LTD A D R   2019-05-13 2020-08-04
6. APPLE COMPUTER INC.   2019-05-13 2020-08-04
13. LOWES COS INC   2019-05-13 2020-08-04
9. PAYPAL HOLDINGS INC   2019-05-13 2020-08-04
2. APPLE COMPUTER INC.   2011-06-29 2020-08-24
1. APPLE COMPUTER INC.   2011-06-29 2020-08-25
10373.444 BROWN ADVISORY STRATEGIC BOND INSTL   2019-08-29 2020-10-06
3. LOWES COS INC   2019-05-13 2020-10-26
7. LOWES COS INC   2019-05-13 2020-10-27
5. GENERAL DYNAMICS CORP   2019-05-13 2020-10-28
2. GENERAL DYNAMICS CORP   2019-05-13 2020-10-29
4. GENERAL DYNAMICS CORP   2016-06-10 2020-10-29
6. PAYPAL HOLDINGS INC   2019-05-13 2020-11-10
4. AMERIPRISE FINL INC   2019-05-02 2020-11-20
6. AMERIPRISE FINL INC   2019-05-13 2020-11-23
10. AGILENT TECHNOLOGIES INC   2019-11-11 2020-11-30
15. HAIN CELESTIAL GROUP INC   2020-08-28 2020-12-08
15. HAIN CELESTIAL GROUP INC   2020-08-25 2020-12-09
1. AIRBNB INC CL A   2020-12-10 2020-12-10
17. HAIN CELESTIAL GROUP INC   2020-08-25 2020-12-10
5. UNITED RENTALS INC   2019-05-13 2020-12-10
6. UNITED RENTALS INC   2019-05-13 2020-12-16
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(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 1,588   941 647
b 1,201   753 448
c 1,959   1,541 418
d 98   77 21
e 1,730   1,419 311
1,894   1,577 317
1,822   2,411 -589
36,928   38,500 -1,572
589   855 -266
429   460 -31
1,828   1,534 294
1,242   1,131 111
1,238   1,136 102
1,848   1,848  
896   1,141 -245
1,131   1,090 41
1,937   1,317 620
1,472   1,924 -452
2,571   2,671 -100
1,522   1,785 -263
745   874 -129
695   822 -127
1,501   1,464 37
162   950 -788
863   1,218 -355
756   620 136
521   710 -189
174   237 -63
212   277 -65
531   692 -161
517   546 -29
1,776   1,611 165
1,563   1,661 -98
521   553 -32
456   507 -51
21   27 -6
536   655 -119
1,644   1,871 -227
436   526 -90
242   292 -50
907   2,157 -1,250
2,088   2,188 -100
3,489   3,151 338
474   462 12
3,129   2,487 642
1,271   1,292 -21
1,088   836 252
367   535 -168
490   713 -223
485   522 -37
431   463 -32
544   1,159 -615
623   581 42
796   616 180
407   503 -96
811   930 -119
1,971   1,758 213
3,327   2,996 331
394   635 -241
1,017   1,029 -12
1,000   1,172 -172
2,005   2,511 -506
3,788   4,258 -470
2,554   4,365 -1,811
934   1,647 -713
672   742 -70
1,788   2,466 -678
986   2,486 -1,500
503   1,150 -647
598   1,327 -729
1,811   3,881 -2,070
130,354   167,523 -37,169
40,327   54,736 -14,409
81,998   96,593 -14,595
1,375   2,257 -882
917   467 450
2,908   1,392 1,516
426   174 252
1,400   593 807
476   200 276
1,591   672 919
740   3,989 -3,249
151   605 -454
542   1,932 -1,390
210   788 -578
850   1,091 -241
732   880 -148
1,214   1,184 30
55,693   50,275 5,418
28,962   24,959 4,003
24   34 -10
472   462 10
95     95
232     232
52,000   38,860 13,140
56,500   40,500 16,000
1,511   1,724 -213
1,953   1,907 46
1,183   908 275
1,864   1,162 702
1,309   852 457
2,627   708 1,919
1,943   1,354 589
1,771   969 802
1,007   96 911
499   48 451
98,646   100,000 -1,354
504   313 191
1,163   729 434
667   845 -178
263   338 -75
526   567 -41
1,099   497 602
722   683 39
1,096   855 241
1,161   766 395
574   475 99
561   469 92
146   68 78
638   491 147
1,205   680 525
1,397   754 643
      11,898
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      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
      11,898
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       647
b       448
c       418
d       21
e       311
      317
      -589
      -1,572
      -266
      -31
      294
      111
      102
       
      -245
      41
      620
      -452
      -100
      -263
      -129
      -127
      37
      -788
      -355
      136
      -189
      -63
      -65
      -161
      -29
      165
      -98
      -32
      -51
      -6
      -119
      -227
      -90
      -50
      -1,250
      -100
      338
      12
      642
      -21
      252
      -168
      -223
      -37
      -32
      -615
      42
      180
      -96
      -119
      213
      331
      -241
      -12
      -172
      -506
      -470
      -1,811
      -713
      -70
      -678
      -1,500
      -647
      -729
      -2,070
      -37,169
      -14,409
      -14,595
      -882
      450
      1,516
      252
      807
      276
      919
      -3,249
      -454
      -1,390
      -578
      -241
      -148
      30
      5,418
      4,003
      -10
      10
      95
      232
      13,140
      16,000
      -213
      46
      275
      702
      457
      1,919
      589
      802
      911
      451
      -1,354
      191
      434
      -178
      -75
      -41
      602
      39
      241
      395
      99
      92
      78
      147
      525
      643
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -21,311
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 93
c All other domestic foundations enter 1.39% 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 93
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 93
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,702
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 4,702
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 4,609
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,609 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    1,387,751
    b
    Average of monthly cash balances.......................
    1b
    107,901
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,495,652
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,495,652
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,435
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,473,217
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    73,661
    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
    73,661
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    93
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    93
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    73,568
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    73,568
    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
    73,568
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    75,000
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 73,568
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 958
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 1,986
    fTotal of lines 3a through e........ 2,944
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 75,000
    a Applied to 2019, 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 2020 distributable amount..... 73,568
    e Remaining amount distributed out of corpus 1,432
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,376
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    4,376
    10 Analysis of line 9:
    a Excess from 2016.... 958
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 1,986
    e Excess from 2020.... 1,432
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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 PROGRAM SUPPORT 500
    DEFENDERS OF ANIMAL RIGHTS INC
    14412 OLD YORK ROAD
    PHOENIX,MD21131
    NONE PC PROGRAM SUPPORT 1,000
    FUEL FUND OF MARYLAND
    PO BOX 62266
    BALTIMORE,MD212642266
    NONE PC PROGRAM SUPPORT 200
    GBMC FOUNDATION
    6701 NORTH CHARLES STREET
    TOWSON,MD21204
    NONE PC PROGRAM SUPPORT 2,000
    IRVINE NATURE CENTER
    11201 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117
    NONE PC PROGRAM SUPPORT 1,500
    MARYLAND FOOD BANK
    2200 HALETHORPE FARMS RD
    BALTIMORE,MD21227
    NONE PC PROGRAM SUPPORT 200
    PRINCETON UNIVERSITY
    PO BOX 5357
    PRINCETON,NJ085435357
    NONE PC PROGRAM SUPPORT 250
    ST ANDREWS CHRISTIAN COMMUNITY
    5802 ROLAND AVENUE
    BALTIMORE,MD212101398
    NONE PC PROGRAM SUPPORT 2,000
    GILMAN SCHOOL
    5407 ROLAND AVE
    BALTIMORE,MD21210
    NONE PC PROGRAM SUPPORT 750
    LADEW TOPIARY GARDENS
    3535 JARRETTSVILLE PIKE
    MONKTON,MD21111
    NONE PC PROGRAM SUPPORT 750
    BALTIMORE MUSEUM OF ART
    PO BOX 17364
    BALTIMORE,MD212989780
    NONE PC PROGRAM SUPPORT 250
    BALTIMORE SYMPHONY ORCHESTRA
    Jos MEYERHOFF HALL
    1212 N CALVERT STREET
    BALTIMORE,MD21201
    NONE PC PROGRAM SUPPORT 250
    CHESAPEAKE BAY FOUNDATION
    PO BOX 17447
    Baltimore,MD212989104
    NONE PC PROGRAM SUPPORT 600
    CHURCH OF THE REDEEMER
    5603 N CHARLES ST
    BALTIMORE,MD21210
    NONE PC PROGRAM SUPPORT 5,000
    EMMANUEL CHURCH
    PO BOX 30
    DUBLIN,NH03444
    NONE PC PROGRAM SUPPORT 800
    GARRISON FOREST SCHOOL
    300 GARRISON FOREST ROAD
    OWINGS MILLS,MD211174064
    NONE PC PROGRAM SUPPORT 1,500
    HISTORIC HAMPTON INC
    535 HAMPTON LANE
    Townson,MD212861313
    NONE PC PROGRAM SUPPORT 100
    HOPEWELL CANCER SUPPORT
    PO BOX 755
    BROOKLANDVILLE,MD21022
    NONE PC PROGRAM SUPPORT 200
    JAFFREY HISTORICAL SOCIETY INC
    CIVIC CENTER
    40 MAIN STREET
    JAFFREY,NH03452
    NONE PC PROGRAM SUPPORT 100
    MARYLAND HISTORICAL SOCIETY
    201 WEST MONUMENT STREET
    BALTIMORE,MD21201
    NONE PC PROGRAM SUPPORT 200
    MONADNOCK CONSERVANCY
    PO BOX 337
    KEENE,NH034310337
    NONE PC PROGRAM SUPPORT 500
    MUHLENBERG COLLEGE
    2400 CHEW STREET
    ALLENTOWN,PA181045586
    NONE PC PROGRAM SUPPORT 300
    NATIONAL TRUST
    for Historic Preservation
    PO BOX 5043
    Hagerstown,MD21741
    NONE PC PROGRAM SUPPORT 200
    PENINSULA SCHOOL OF ART
    PO BOX 304 3900 COUNTY RD
    FISH CREEK,WI54212
    NONE PC PROGRAM SUPPORT 200
    SQUAM LAKE ASSOCIATION
    534 US-3
    HOLDERNESS,NH032450204
    NONE PC PROGRAM SUPPORT 100
    THE WALTERS ART MUSEUM
    600 NORTH CHARLES STREET
    BALTIMORE,MD21201
    NONE PC PROGRAM SUPPORT 250
    KEY SCHOOL
    534 HILLSMERE DRIVE
    ANNAPOLIS,MD21403
    NONE PC PROGRAM SUPPORT 1,000
    Gilchrist Hospice CARE
    11311 MCCORMICK RD STE 350
    Hunt Valley,MD21031
    NONE PC PROGRAM SUPPORT 1,000
    FRIENDS OF SMITHSONIAN
    PO BOX 98096
    Washington,DC200779804
    NONE PC PROGRAM SUPPORT 200
    St Joseph's Indian School
    PO BOX 326
    Chamberlain,SD57326
    NONE PC PROGRAM SUPPORT 300
    ROLLINS ROWING TEAM
    1000 HOLT AVENUE
    WINTER PARK,FL32789
    NONE PC PROGRAM SUPPORT 500
    ROLLINS COLLEGE
    1000 HOLT AVENUE
    WINTER PARK,FL32789
    NONE PC PROGRAM SUPPORT 250
    ST PAUL'S SCHOOL
    11152 FALLS ROAD
    LUHERVILLETIMONIUM,MD21093
    NONE PC PROGRAM SUPPORT 100
    UNITED WAY OF CENTRAL MARYLAND
    100 SOUTH CHARLES STREET
    BALTIMORE,MD21201
    NONE PC PROGRAM SUPPORT 1,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    Washington,DC200906555
    NONE PC PROGRAM SUPPORT 700
    WEATHERSFIELD HISTORICAL SOCIETY
    PO BOX 126
    PERKINSVILLE,VT05151
    NONE PC PROGRAM SUPPORT 1,000
    JAFFREY CENTER VILLAGE IMPROVEMENT
    PO BOX 722
    JAFFREY CENTER,NH03452
    NONE PC PROGRAM SUPPORT 200
    WOUNDED WARRIOR PROJECT
    PO BOX 75851
    TOPEKA,KS666758540
    NONE PC PROGRAM SUPPORT 200
    CHOCORUA CHAPEL ASSOCIATION
    PO BOX 356
    HOLDERNESS,NH032450356
    NONE PC PROGRAM SUPPORT 200
    THE LIGHT HOUSE
    10 HUDSON STREET
    ANNAPOLIS,MD21401
    NONE PC PROGRAM SUPPORT 250
    CRISTO REY JESUIT SCHOOL
    420 SOUTH CHESTER STREET
    BALTIMORE,MD21231
    NONE PC PROGRAM SUPPORT 500
    PEABODY INSTITUTE OF JHU
    1 EAST MOUNT VERNON PLACE
    BALTIMORE,MD21202
    NONE PC PROGRAM SUPPORT 400
    DUKE UNIVERSITY
    2138 CAMPUS DRIVE
    DURHAM,NC27708
    NONE PC PROGRAM SUPPORT 100
    FUND FOR JOHNS HOPKINS MEDICINE
    (AWS Fund)
    550 NORTH BROADWAYSUITE 914
    BALTIMORE,MD21205
    NONE PC PROGRAM SUPPORT 500
    MOUNT VERNON PLACE CONSERVANCY
    901 S BOND STREET 400A
    BALTIMORE,MD21231
    NONE PC PROGRAM SUPPORT 1,000
    BRAIN CHEMISTRY LAB
    3214 N UNIVERSITY AVENUE
    PROVO,UT84604
    NONE PC PROGRAM SUPPORT 500
    St Jude's Childrens Hospital
    501 ST JUDE PLACE
    Memphis,TN38105
    NONE PC PROGRAM SUPPORT 500
    StJude's Children's Research Hospital
    262 DANNY THOMAS PLACE
    Memphis,TN38105
    NONE PC PROGRAM SUPPORT 1,000
    Potomac School
    Development Office
    1301 POTOMAC SCHOOL ROAD
    McLean,VA22101
    NONE PC PROGRAM SUPPORT 1,000
    GREATER BALTIMORE MEDICAL CENTER
    6701 N CHARLES STREET
    Baltimore,MD21204
    NONE PC PROGRAM SUPPORT 2,000
    TPCA
    PO BOX 595
    Jaffrey,NH03452
    NONE PC PROGRAM SUPPORT 800
    VALLEY PLANNING COUNCIL INC
    PO BOX 5402
    Towson,MD212855402
    NONE PC PROGRAM SUPPORT 500
    PAULS PLACE
    1118 WARD ST
    Baltimore,MD21230
    NONE PC PROGRAM SUPPORT 500
    WASHINGTON NATIONAL CATHEDRAL
    PO BOX 98283
    Washington,DC200908283
    NONE PC PROGRAM SUPPORT 500
    THE WOMENS BOARD OF THE JHH
    600 NORTH WOLFE ST
    Baltimore,MD212870221
    NONE PC PROGRAM SUPPORT 250
    THE WALDEN SCHOOL
    30 MONTEREY BLVD SUITE E
    San Francisco,CA94131
    NONE PC PROGRAM SUPPORT 250
    Veterans of Foreign Wars of the United
    States (VFW)
    PROCESSING CENTER PO BOX 8954
    Topeka,KS666089922
    NONE PC PROGRAM SUPPORT 100
    First Unitarian Church of Pittsburgh
    605 MOREWOOD AVE
    Pittsburgh,PA15213
    NONE PC PROGRAM SUPPORT 5,000
    MAIN LINE UNITARIAN CHURCH
    816 SOUTH VALLEY FORGE ROAD
    Devon,PA19333
    NONE PC PROGRAM SUPPORT 2,500
    Johns Hopkins University
    750 EPRATT ST FL17
    Balto,MD21212
    NONE PC PROGRAM SUPPORT 17,500
    THE BRYN MAWR SCHOOL
    109 W MELROSE AVENUE
    Baltimore,MD212101326
    NONE PC PROGRAM SUPPORT 100
    Maryland Institute College of Art
    1300 WMOUNT ROYAL AVENUE
    Baltimore,MD21217
    NONE PC PROGRAM SUPPORT 1,300
    National Outdoor Leadership School
    284 LINCOLN STREET
    Lander,WY82520
    NONE PC PROGRAM SUPPORT 1,000
    St John the Evangelist School
    669 RICHIE HIGHWAY
    Severna Park,MD22246
    NONE PC PROGRAM SUPPORT 1,000
    St Margaret's Church
    1601 PLEASANT PLAINS ROAD
    Annapolis,MD21049
    NONE PC PROGRAM SUPPORT 500
    The Gilman Fund
    5407 ROLAND AVENUE
    Baltimore,MD21210
    NONE PC PROGRAM SUPPORT 100
    St Elizabeth's High School
    1500 CEDAR STREET
    Wilmington,DE19805
    NONE PC PROGRAM SUPPORT 1,000
    Maryland SPCA
    3300 FALLS ROAD
    Baltimore,MD21211
    NONE PC PROGRAM SUPPORT 1,500
    Camp Arcadia Scholarship Foundation
    POBOX 158
    Casco,ME04015
    NONE PC PROGRAM SUPPORT 1,000
    Mount Vernon Ladies' Association
    PO BOX 110 MOUNT VERNON
    Virginia,VA22121
    NONE PC PROGRAM SUPPORT 1,000
    Maryland Center for History Culture
    610 PARK AVENUE
    Baltimore,MD21201
    NONE PC PROGRAM SUPPORT 1,000
    Mount Vernon of Baltimore Preservation F
    C/O E SHEEHAN 2730 CAVES ROAD
    Owings Mills,MD21117
    NONE PC PROGRAM SUPPORT 2,000
    Fund for Johns Hopkins Medicine
    (Neil Bressler)
    750 E PRATT STREET 17TH FLOOR
    Baltimore,MD21202
    NONE PC PROGRAM SUPPORT 1,500
    Total .................................bullet 3a 75,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 18,357  
    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 -21,311  
    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)..   -2,954  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -2,954
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN:
    52-6034781
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED MUTUAL FUNDS 198,645 204,987

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN:
    52-6034781
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 310,000 619,901
    EQUITY MUTUAL FUNDS 401,427 584,294
    FOREIGN STOCKS 164,368 216,588

    TY 2020 OtherDecreasesSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN:
    52-6034781
    Description Amount
    COST BASIS ADJUSTMENT 271


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN:
    52-6034781
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 16 16    
    INVESTMENT FEES-PRIN 10,366 10,366    


    TY 2020 TaxesSchedule
    Name:
    BUCKINGHAM SCHOOL FREDERICK COUNTY MD
    EIN:
    52-6034781
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 134 134   0
    FOREIGN TAXES ON QUALIFIED FOR 316 316   0
    FOREIGN TAXES ON NONQUALIFIED 85 85   0