Civic Intelligence

Harold J Kaplan MD Charitable Trust

990PF • Fiscal year 2023 • EIN 22-6908681

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 08, 2024

Organization Profile
3647 Eltham WayOwings Mills, MD 21117

(410) 356-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

19th percentile

-28%

Higher net margin than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$2,252

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

34th percentile

-1.6%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

42%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,594,879

Down $25,240 (-1.6%) from 2022

Net Assets

Down

$1,594,879

Down $25,240 (-1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin19th percentile

Revenue

Up

$91,309

Up $26,907 (+42%) from 2022

Expenses

Up

$116,549

Up $17,534 (+18%) from 2022

Net Income

Up

-$25,240

Up $9,373 (+27%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,576,663Liabilities 2011: $02011Assets 2012: $1,525,350Liabilities 2012: $02012Assets 2013: $1,516,980Liabilities 2013: $02013Assets 2014: $1,584,762Liabilities 2014: $0Net Assets 2014: $1,584,7622014Assets 2015: $1,607,415Liabilities 2015: $0Net Assets 2015: $1,607,4152015Assets 2016: $1,548,292Liabilities 2016: $0Net Assets 2016: $1,548,2922016Assets 2017: $1,530,107Liabilities 2017: $0Net Assets 2017: $1,530,1072017Assets 2018: $1,613,045Liabilities 2018: $0Net Assets 2018: $1,613,0452018Assets 2019: $1,588,500Liabilities 2019: $0Net Assets 2019: $1,588,5002019Assets 2020: $1,597,484Liabilities 2020: $0Net Assets 2020: $1,597,4842020Assets 2021: $1,654,732Liabilities 2021: $0Net Assets 2021: $1,654,7322021Assets 2022: $1,620,119Liabilities 2022: $0Net Assets 2022: $1,620,1192022Assets 2023: $1,594,879Liabilities 2023: $0Net Assets 2023: $1,594,8792023Assets 2024: $1,594,771Liabilities 2024: $0Net Assets 2024: $1,594,7712024

Highlighted filing

2023

Assets$1,594,879
Liabilities$0
Net Assets$1,594,879
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $62,091Expenses 2011: $101,466Net Income 2011: -$39,3752011Revenue 2012: $48,141Expenses 2012: $99,454Net Income 2012: -$51,3132012Revenue 2013: $90,364Expenses 2013: $98,734Net Income 2013: -$8,3702013Revenue 2014: $176,643Expenses 2014: $108,861Net Income 2014: $67,7822014Revenue 2015: $86,364Expenses 2015: $63,711Net Income 2015: $22,6532015Revenue 2016: $92,160Expenses 2016: $151,283Net Income 2016: -$59,1232016Revenue 2017: $86,605Expenses 2017: $104,790Net Income 2017: -$18,1852017Revenue 2018: $168,897Expenses 2018: $85,959Net Income 2018: $82,9382018Revenue 2019: $66,800Expenses 2019: $91,345Net Income 2019: -$24,5452019Revenue 2020: $94,905Expenses 2020: $85,921Net Income 2020: $8,9842020Revenue 2021: $155,402Expenses 2021: $98,154Net Income 2021: $57,2482021Revenue 2022: $64,402Expenses 2022: $99,015Net Income 2022: -$34,6132022Revenue 2023: $91,309Expenses 2023: $116,549Net Income 2023: -$25,2402023Revenue 2024: $118,300Expenses 2024: $118,408Net Income 2024: -$1082024

Highlighted filing

2023

Revenue$91,309
Expenses$116,549
Net Income-$25,240
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRVIN M BADDOCKTrustee-$2,252-$2,252
A MICHAEL SIDLETrustee-$2,252-$2,252
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTOWSON UNIVERSITY FOUNDATION INCEDUCATIONPUBLICTOWSON, MD, US$100,000
Filing and Contact Details

Filer

Filer Name
Harold J Kaplan Md Charitable Trust
EIN
22-6908681
Phone
4103561000
Address
3647 ELTHAM WAY, OWINGS MILLS, MD 21117

Signing Officer

Name
A Michael Sidle
Title
Trustee
Phone
4103561000
Signed
2024-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Yount Hyde & Barbour Pc
Address
10451 MILL RUN CIRCLE SUITE 800, OWINGS MILLS, MD 21117
Preparer
Irvin M Baddock CPA
Phone
4103561000
Raw XML AppendixShowing 400 of 496 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1012873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1135181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt360211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt414980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt514980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt623168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt731779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt89980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt919980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1019980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1135181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01520.913 SH ALGER SMALL CAP FOCUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc167.119 SH T ROWE PRICE BLUE CHIP GRW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2523.739 SH ABERDEEN INTL SM CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc36805.808 SH 1290 DIVERSIFIED BD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4408.052 SH INVESCO DEV MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5312.695 SH AMERICAN MUTUAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6748.959 SH COLUMBIA GRTR CHINA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71314.493 SH DIAMOND HILL SM CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8166.168 SH GROWTH FD OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91177.163 SH JPMORGAN US LG CAP CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10342.466 SH JPMORGAN LG CAP GWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061820
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-25240
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01594879
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01620119
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01594879
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt092697
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt092697
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt092697
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt093801
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01104
IRS990PF/DistributableAmountGrp/TotalTaxAmt01104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01784
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01784
IRS990PF/FMVAssetsEOYAmt01962164
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0605
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0519
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0605
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0605
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01620119
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01594879
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt032015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt032015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt072658
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01497588
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01359701
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01686343
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01784
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01784
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt087497
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0200774
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0200774
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01620119
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01594879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01962164
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01620119
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01594879
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01620119
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01594879
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01904597
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt084069
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01818505
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028569
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02023
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt093801
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01876028
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01904597
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02252
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12252
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0IRVIN M BADDOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1A MICHAEL SIDLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03647 ELTHAM WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111 TANNER COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OWINGS MILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BALTIMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd121208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0103935
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0103935
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0IRVIN M BADDOCK CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03647 ELTHAM WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OWINGS MILLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04103561000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,594,879
Liabilities
$0
Net assets
$1,594,879
Revenue
$91,309
Expenses
$116,549
Net income
-$25,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.12$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.09$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.16$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.17$0.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.09$0.15$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.18$0.11$0.07
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$0.09$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$0.05$0.10$0.05
2011Summary only. Only limited summary data is available for this year.$1.58$0.00$0.06$0.10$0.04