Civic Intelligence

The John G Monteabaro Charitable Foundation Inc

990PF • Fiscal year 2013 • EIN 52-2135476

Jul 01, 2012 to Jun 30, 2013 • Filed on Aug 15, 2013

8850 Stanford BlvdSuite 330021045
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$198,159

Flat from 2013

Net Assets

$198,159

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$203,841

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $389,507Liabilities 2011: $0Net Assets 2011: $389,5072011Assets 2012: $281,548Liabilities 2012: $0Net Assets 2012: $281,5482012Assets 2013: $198,159Liabilities 2013: $0Net Assets 2013: $198,1592013Assets 2013: $198,159Liabilities 2013: $12013Assets 2014: $77,814Liabilities 2014: $0Net Assets 2014: $77,8142014Assets 2015: $74,714Liabilities 2015: $0Net Assets 2015: $74,7142015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$198,159
Liabilities$0
Net Assets$198,159

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $53,8372011Expenses 2012: $55,5992012Expenses 2013: $203,8412013Revenue 2013: $1Expenses 2013: $203,841Net Income 2013: -$203,8402013Revenue 2014: $0Expenses 2014: $128,358Net Income 2014: -$128,3582014Revenue 2015: $0Expenses 2015: $3,100Net Income 2015: -$3,1002015Revenue 2016: $0Expenses 2016: $105,608Net Income 2016: -$105,6082016

Highlighted filing

2013

Revenue-
Expenses$203,841
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Aug 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD L WADDELLPresident-$0--
W STEPHEN PINDELLTreasurer-$0--
JON M FILESV.P. & Sec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATIONENDOWMENT FOR RECITAL HALL, MUSIC SCHOLARHIPS-Columbia, MD, US$100,000
Paid GrantMARION MILITARY INSTITUTERENOVATE AND MODERNIZE PHYSICS LABORATORY-MARION, AL, US$100,000
Filing and Contact Details

Filer

EIN
52-2135476
Raw XML Appendix315 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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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0212559
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss03841
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01578
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0218289
IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0306538
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances06399
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0300139
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04598
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn015097
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0301940
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0306538
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EDWARD L WADDELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1W STEPHEN PINDELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JON M FILES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2V.P. & SEC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine108850 STANFORD BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine118850 STANFORD BLVD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine128850 STANFORD BLVD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode121045
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode221045
IRS990PF/PrivateOperatingFoundations/DateOfRuling01999-12-30
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Total00
IRS990PF/PrivateOperatingFoundations/LargestSupportFromEO/Total00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear00
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IRS990PF/PrivateOperatingFoundations/Section4942j50X
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IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets013791
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.045675
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.116609
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.0
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0301940
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10CARDONI WADDELL LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04102900770
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108850 STANFORD BLVD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0COLUMBIA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MD
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG00
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
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IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0None
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10100%-PROVIDE SCHOLARSHIPS FOR COLLEGES PROGRAMS IN THE MUSIC DEPARTMENT
IRS990PF/SummaryOfDirectCharitableActy/Description20100%-RENOVATE AND MODERNIZE PHYSICS LABORATORY
IRS990PF/SummaryOfDirectCharitableActy/Expenses10100000
IRS990PF/SummaryOfDirectCharitableActy/Expenses20100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ENDOWMENT FOR RECITAL HALL, MUSIC SCHOLARHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1RENOVATE AND MODERNIZE PHYSICS LABORATORY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HOWARD COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MARION MILITARY INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1010901 LITTLE PATUXENT PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111101 WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Columbia
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MARION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MD
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IRS990PF/UndistributedIncome/ExcessFromYear40135000
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
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IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0200000
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0595000
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0395000
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncomeSchedule2/OtherIncome/Description0Gain from Distribution of Annuity
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0120451
OtherIncreasesSchedule/OtherIncreases/Amount0120451
OtherIncreasesSchedule/OtherIncreases/Description0GAIN ON DISTRIBUTION OF ANNUITY
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome03840
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome11
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03840
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount11
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT ADVISORY MEETINGS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1AND RETURN PREPARATION AND
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2RELATED SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category3MANAGED ANNUITY PROGRAM FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03840
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome11
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0522135476
ReturnHeader/Filer/InCareOfName0% CARDONI WADDELL LLC
ReturnHeader/Filer/Name/BusinessNameLine10THE JOHN G MONTEABARO CHARITABLE FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20INC
ReturnHeader/Filer/NameControl0JOHN
ReturnHeader/Filer/Phone04102900770
ReturnHeader/Filer/USAddress/AddressLine108850 STANFORD BLVD
ReturnHeader/Filer/USAddress/AddressLine20Suite 3300
ReturnHeader/Filer/USAddress/City0COLUMBIA
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode021045
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-15
ReturnHeader/Officer/Name0W STEPHEN PINDELL
ReturnHeader/Officer/Phone04102900770
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Cardoni Waddell LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine108850 Stanford Blvd Suite 3300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Columbia
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode021045
ReturnHeader/Preparer/Name0Edward L Waddell
ReturnHeader/Preparer/Phone04102900770
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-04T14:21:18-05:00

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