Liabilities / Assets
25th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2014 • EIN 52-6237120
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
25th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
25th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
17th percentile
Higher net margin than 17% of similar nonprofits.
Top Officer Pay
52nd percentile
Higher top officer pay than 52% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Down$2,407,047
Down $798,203 (-25%) from 2013
Net Assets
Down$2,407,047
Down $798,203 (-25%) from 2013
Liabilities
Flat$0
Flat from 2013
Revenue
$6,499,396
No earlier filing loaded for comparison.
Expenses
Up$7,306,983
Up $633,419 (+9.5%) from 2013
Net Income
-$807,587
No earlier filing loaded for comparison.
To provide health, dental, life, ad&d, long-term disability, and prescription insurance.
To provide health, dental, life, ad&d, long-term disability, and perscription insurance.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $3,205,250 | $2,407,047 | ▼ $798,203 |
| Cash and Non-Interest-Bearing Accounts | $770,676 | $1,159,740 | ▲ $389,064 |
| Investments Other Securities | $2,162,760 | $985,935 | ▼ $1,176,825 |
| Savings and Temporary Cash Investments | $258,914 | $259,661 | ▲ $747 |
| Accounts Receivable | $12,900 | $1,711 | ▼ $11,189 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $3,205,250 | $2,407,047 | ▼ $798,203 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $3,205,250 | $2,407,047 | ▼ $798,203 |
| Total Liabilities and Net Assets / Fund Balance | $3,205,250 | $2,407,047 | ▼ $798,203 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $250,099 | - | - |
| Name | Title |
|---|---|
| Brad Marson | Trustee |
| Chris Care | Trustee |
| Cindy Sanquist | Trustee |
| Dennis Koubek | Trustee |
| George Caruso | Trustee |
| John Wall | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Psa | Brokerage And Consulting | - | $114,583 |
| Line Item | Amount |
|---|---|
| Other Expenses | $7,306,983 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Insurance | - | - | - | $998,046 |
| Fees for Services Other | - | - | - | $161,898 |
| Other Expenses | - | - | - | $11,500 |
| All Other Expenses | - | - | - | $770 |
| Total Functional Expenses | $0 | $0 | $0 | $7,306,983 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $7,306,983 |
| Total Expenses per Audited Statements | $7,306,983 |
| Total Expenses per Form 990 | $7,306,983 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Edgewood management corporation performs all management tasks that would otherwise be completed by officers and key employees.”
“The trust does not have a committee with authority to act on behalf of the board of directors”
“The trustees receive a draft version of the form 990 that is reviewed and approved before final form 990 is filed with the irs.”
“The trust makes its 990 available to public inspection upon request and is also available on the guidestar website.”
“The trust follows and adheres to all of the same policies as edgewood management corporation. The governing documents and financial statements are made available upon request.”
“The organization's accounting method has not changed from the prior year.”
“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of april 30, 2014, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2011.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 12900 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1711 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH, DENTAL, LIFE, AD&D, LONG-TERM DISABILITY, AND PERSCRIPTION INSURANCE. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 770 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | PLAN ADMINISTRATOR |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3015621620 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 20316 SENECA MEADOWS PARKWAY |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | GERMANTOWN |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | MD |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 20876 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 770676 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1159740 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 114583 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1 | 0 | 11311 MCCORMICK ROAD SUITE 500 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City | 0 | HUNT VALLEY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State | 0 | MD |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode | 0 | 21031 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1 | 0 | PSA |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | BROKERAGE AND CONSULTING |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 48893 |
| IRS990/CYOtherExpensesAmt | 0 | 7306983 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 6450503 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -807587 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 7306983 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 6499396 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | PROVIDED HEALTH, DENTAL, LIFE, LONG-TERM DISABILITY, AND PRESCRIPTION INSURANCE TO EMPLOYEES. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 7306983 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 161898 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BRAD MARSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CINDY SANQUIST |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CHRIS CARE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DENNIS KOUBEK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JOHN WALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | GEORGE CARUSO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1982 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 6499396 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 998046 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 48893 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 48893 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 2162760 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 985935 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MD |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingOtherInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH, DENTAL, LIFE, AD&D, LONG-TERM DISABILITY, AND PERSCRIPTION INSURANCE. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 3205250 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2407047 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 9384 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | PMTS FOR MEDICAL, DENTA |
| IRS990/OtherExpensesGrp/Desc | 1 | ADMINISTRATIVE FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/Desc | 3 | PROCESSING FEES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 6045531 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 49992 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 39246 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 11500 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | CINDY SANQUIST |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 524292 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 524292 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 524292 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | COBRA DEPOSITS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4461189 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1974074 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 15240 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 4461189 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1974074 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 15240 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 66521 |
| IRS990/PYOtherExpensesAmt | 0 | 6673564 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 6306507 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -300536 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 6673564 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 6373028 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -807587 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 6450503 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 3205250 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 2407047 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 258914 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 259661 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 7306983 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 9384 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 253710 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 251530 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 230596 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 3 | 250099 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | GOLDMAN SACHS BK USA CERTIFICATE OF DEPOSIT |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | FIRSTBANK PR SANTRUCE CERTIFICATE OF DEPOSIT |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | SAFRA NAT'L BANK CERTIFICATE OF DEPOSIT |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 3 | SONA BANK CERTIFICATES OF DEPOSIT |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 3 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 9384 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 6499396 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF APRIL 30, 2014, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 985935 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 7306983 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 6499396 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 6508780 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 7306983 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EDGEWOOD MANAGEMENT CORPORATION PERFORMS ALL MANAGEMENT TASKS THAT WOULD OTHERWISE BE COMPLETED BY OFFICERS AND KEY EMPLOYEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE TRUST DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE TRUSTEES RECEIVE A DRAFT VERSION OF THE FORM 990 THAT IS REVIEWED AND APPROVED BEFORE FINAL FORM 990 IS FILED WITH THE IRS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE TRUST MAKES ITS 990 AVAILABLE TO PUBLIC INSPECTION UPON REQUEST AND IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE TRUST FOLLOWS AND ADHERES TO ALL OF THE SAME POLICIES AS EDGEWOOD MANAGEMENT CORPORATION. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ORGANIZATION'S ACCOUNTING METHOD HAS NOT CHANGED FROM THE PRIOR YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART XII, LINE 1: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 520975030 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 1 | 521491854 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | MD |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 1 | MD |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | PLAN ADMINISTRATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 1 | PLAN ADMINISTRATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1 | 0 | MID-CITY FINANCIAL CORPORATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1 | 1 | EDGEWOOD MANAGEMENT CORPORATION |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1 | 0 | 20316 SENECA MEADOWS PARKWAY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1 | 1 | 20316 SENECA MEADOWS PARKWAY |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City | 0 | GERMANTOWN |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City | 1 | GERMANTOWN |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State | 0 | MD |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State | 1 | MD |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode | 0 | 20876 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode | 1 | 20876 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 1 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | MD |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 3205250 |
| IRS990/TotalAssetsEOYAmt | 0 | 2407047 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 3205250 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 2407047 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 7306983 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 3205250 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2407047 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 7306983 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 6450503 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 48893 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6450503 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 6499396 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 3205250 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 2407047 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | 20316 SENECA MEADOWS PARKWAY |
| IRS990/USAddress/City | 0 | GERMANTOWN |
| IRS990/USAddress/State | 0 | MD |
| IRS990/USAddress/ZIPCode | 0 | 20876 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CINDY SANQUIST |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3015621620 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-03-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | MID-CITY FINANCIALEDGEWOOD MANAGEMENT |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | EMPLOYEE BENEFIT TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MID- |
| ReturnHeader/Filer/EIN | 0 | 526237120 |
| ReturnHeader/Filer/PhoneNum | 0 | 3015621620 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 20316 SENECA MEADOWS PARKWAY |
| ReturnHeader/Filer/USAddress/City | 0 | GERMANTOWN |
| ReturnHeader/Filer/USAddress/State | 0 | MD |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 20876 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 521197902 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | MULLEN SONDBERG WIMBISH & STONE PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 2553 HOUSLEY ROAD SUITE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | ANNAPOLIS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 214016751 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4102244920 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-03-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PATRICK M HANTSKE CPA |
| ReturnHeader/ReturnTs | 0 | 2015-03-16T10:17:12-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-04-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.