r^
r
if
f
99U; PF
Form
OMB No 1545 0052
Return of Private Foundation
or Section 4947(aXl) Nonexempt Charitable Trust
Treated as a Private Foundation
^oo^
Department of the Treasury
Internal Revenue Service
Note The foundation may be able to use a copy of this return to satisfy state reporting requirements
. 2009. and endina
For calendar year 2009. or tax year beatnnina
Initial return
Initial Return of a former public charity
Amended
return
Address change
H
G Check all that apply
Final return
Name change
Use the
J.S. PLANK & D.M. DICARLO FAMILY
Otherwise, FOUNDATION, INC.
print
36 S CHARLES STREET #2300
or type
BALTIMORE,
MD 21201
Specific
See
A
Employer identification number
B
Telephone number (see the instructions)
IRS label
71-1040599
410-539-2800
Instructions
Check type of organization
X Section 501 (c)(3) exempt private foundation
Other taxable p rivate foundation
Section 4947(a)(1) nonexempt charitable trust
J Accounting method X Cash
Fair market value of all assets at end of year
Accrual
(horn Part fl, column (c), line 16)
Other (s p ecif y ) _ _ _ _ _ _ _ _ _ _ _ _
H
0. $
Part I
(Part 1, column (d) must be on cash basis)
3,697,165.
Analysis of Revenue and
Expenses (The total of amounts in
columns (b). (c), and (d) may not necessarily equal the amounts rn column (a)
(see the instructions) )
1
Contributions gifts, grants etc received (all sch)
2
Ck b-
3
Interest on savings and temporary
cash investments
1-1 i
(a) Revenue and
expenses per b oo k s
5
,
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
000.
the founds is not req to art Sch B
4 Dividends and interest from securities
l^ H
If exemption application is pending, check here 01
1 Foreign organizations, check here
2 Foreign organizations meeting the 85% test, check
here and attach computation
If private foundation status was terminated
E
under section 507(b)(1)(A) , check here
If the foundation is in a 60-month termination
F
under section 507(b)(1 )(B), check here
C
D
-
-
146 , 924.
146 924 .
5a Gross rents
al income
b N etl re n
6a Net gain /(loss) from sale of assets not on line 10
R
b Gross sales price for all
assets on line 6a
E
v
E
C
C
a
E
7
Capital gain net income (from Part IV
N
U
8
9
Net short-term capital gain
Income modifications
C
tine 2)
0
•
''
7h
1(^j
A
M
Al
c Gross profit/(loss) (att sch)
Other income (attach schedule)
12
Total. Add lines 1 through 11
13
Compensation of officers directors, trustees etc
14
15
16a
b
Other employee salaries and wages
Pension plans, employee benefits
Legal fees (attach schedule)
Accounting fees (attach sch)
c Other prof fees (attach sch)
NI
1,468.
18
Taxes (attach scheduleXsee inor)
19
Depreciation (attach
sch) and depletion
Occupancy
Travel, conferences, and meetings
Ptinting and publications
Other expenses (attach schedule)
T
v
G
E
A
N
D
E
p
E
N
s
S
20
21
22
23
24
0 .
WED
SEE STM 2
E TRS
146 , 924.
r
8, 084 .
17
N
129 048.
SEE ST 1
1
E
R
-
'
11
6
A
T
_
10a Gross sales less
returns and
allowances
b Less Cost of
goods sold
E
0
-22, 876.
421, 830.
Interest
Total operating and administrative
expenses . Add lines 13 through 23
25 Contributions, gifts, grants paid PART XV
UN
N^
KY
i
130.
9,682.
579 , 416.
579 , 416.
26
Total expenses and disbursements.
Add lines 24 and 25
27 Subtract line 26 from line 12:
a Excess of revenue over expenses
and disbursements
589, 098.
0.
0.
579, 416.
-460, 050.
b Net investment income (it negative enter 0
146, 924.
C Adjusted net income (if negative enter 0 )
SAA For Privacy Act and Paperwork Reduction Act Notice , see the instructions .
0
TEEA0504L 02/02/1o
Form 990-PF (2009)
Form 990-PF (2009) J. S.
I
P ar t II
B a l ance Sh eets
DICARLO FAMILY
Beginning of year
(a) Book Value
Attached schedules and amounts in the description
column should be for end o f -year amounts only
(See instructions)
1
Cash - non-interest-bearing
2
Savings and temporary cash investments
Accounts receivable
---------Less allowance for doubtful accounts 10
---------Pledges receivable
---------Less allowance for doubtful accounts
---------Grants receivable
3
4
5
6
7
S
S
E
T
S
PLANK & D. M.
8
9
455, 133.
- -
12
T N
D
A B
S A
S
Investments - land, buildings, and
equipment basis
Less accumulated depreciation
(attach schedule)
Investments - mortgage loans
----------
13
Investments - other (attach schedule)
14
15
16
Land, buildings, and equipment basis
Less accumulated depreciation
(attach schedule)
- __________
Other assets (describeb- SEE STATEMENT 4
)
--------------Total assets (to be completed by all filers --
17
18
19
20
21
22
Accounts payable and accrued expenses
Grants payable
Deferred revenue
Loans from officers, directors, trustees, & other disqualified persons
Mortgages and other notes payable (attach schedule)
Other liabilities (describe -
23
Total liabilities (add lines 17 through 22)
Foundations that follow SFAS 117 , check here
and complete lines 24 through 26 and lines 30 and 31.
STATEMENT 3
24
25
26
Unrestricted
Temporarily restricted
Permanently restricted
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
O E
29 Retained earnings, accumulated income, endowment, or other funds
30 Total net assets or fund balances (see the instructions)
31
fart III
2
3
4
5
6
BAA
-
----------
27
28
1
--
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see the instructions)
Other notes and loans receivable (attach sch)
Less allowance for doubtful accounts
--------Inventories for sale or use
Prepaid expenses and deferred charges
A
T
S N
R S
--
43,618.
---
see instructions Also, see page 1, item I)
N F
43,618.
10a Investments - U S and state government
obligations (attach schedule)
b Investments - corporate stock (attach schedule)
c Investments - corporate bonds (attach schedule)
11
L
AI
B
LI
I
T
E
S
71-1040599
Pane 2
End of year
(b) Book Value
(c) Fair Market Value
3, 849, 542.
3, 805, 236.
3, 651, 537.
6,239.
2,010.
2,010.
4, 310, 914.
3, 850, 864.
3,697, 165.
0.
0.
4 , 310,914.
4, 310, 914.
3,850,864.
3, 850, 864 .
4,310,914.
3,850,864 .
)
111.
X
Capital stock, trust principal, or current funds
Paid-in or capital surplus, or land, building, and equipment fund
Total liabilities and net assets/fund balances
(see the instructions)
Anal y sis of (;H an es in Net Assets or Fund Balances
Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with
end-of-year figure reported on prior year's return)
Enter amount from Part I, line 27a
Other increases not included in line 2 (itemize)
___________________________
Add lines 1, 2, and 3
Decreases not included in line 2 (itemize)
________________ _ _____________ _
Total net assets or fund balances at end of year (line 4 minus line 5) - Part II column (b), line 30
TEEA0302L
07106/09
1
2
3
4
5
6
4,310, 914.
-460,050.
3, 850, 864.
3,850,864.
Form 990-PF (2009)
Form 990-PF (2009) J.S. PLANK & D.M. DICARLO FAMILY
Part IV Ca p ital Gains and Losses for Tax on Investment Income
71-1040599
(a) List and describe the kind(s) of property sold (e g , real estate,
2-story brick warehouse, or common stock, 200 shares MLC Company)
Page 3
(b) How acqu i red
P - Purchase
D - Donation
(c) Date acquired
(month, day, year )
(d) Date sold
(month , day. year)
P
VARIOUS
VARIOUS
1a GOLDMAN SACHS - 2486 LT
b
c
d
e
(e) Gross sales price
a
(f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
421,830.
(h) Gain or (loss)
(e) plus (f) minus (g)
-22,876.
444,706.
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31 /69
(t) Fair Market Value
(j) Adjusted basis
(k) Excess of column (t)
as of 12/31 /69
as of 12/31 /69
over column 0), if any
(I) Gains (Column (h)
gain minus column (k), but not less
than 0) or Losses (from column (h))
a
-22,876.
b
c
d
e
2
3
If gain, also enter in Part I, line 7
(loss), enter -0- in Part 1, line 7
l if
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)
Capital gain net income or (net capital loss)
If gain, also enter in Part I, tine 8, column (c) (see the instructions) If (loss), enter -0in Part I, line 8
2
-22, 876.
3
0.
Part V I Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period ?
Yes
No
If 'Yes,' the foundation does not qualify under section 4940 (e) Do not complete this part
1 Enter the appropriate amount in each column for each year , see the instructions before making any entries
(a)
(b)
(c)
(d)
Base period years
Adjusted qualifying distributions
Net value of
Distribution ratio
Calendar year (or tax year
noncharitable-use assets
(column (b) divided by column (c))
beginning In)
2008
2007
508,768.
10,000.
0.119734
0.012307
4,249,153.
812,523.
2006
2005
2004
2
Total of line 1, column (d)
2
0.132041
3
Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the
number of years the foundation has been in existence if less than 5 years
3
0 . 066021
4
Enter the net value of noncharitable-use assets for 2009 from Part X, line 5
4
3, 671, 095.
5
Multiply line 4 by line 3
5
242,369.
6
Enter 1 % of net investment income (1 % of Part I, line 27b)
6
1,469.
7
Add lines 5 and 6
7
243, 838.
8
Enter qualifying distributions from Part XII, line 4
8
579, 416.
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate See the
Part VI In stru ctions
BAA
Form 990-PF (2009)
TEEA0303L
07/06/09
Form 990-PF (2009) J. S .
PLANK & D. M.
DICARLO FAMILY
71-1040599
Page 4
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see the instructions)
Part VI
and enter 'N/A' on line 1
1 a Exempt operating foundations described in section 4940(d)(2), check here
- - _ _ _ (attach copy of letter if necessary - see instr.)
Date of ruling or determination letter
b Domestic foundations that meet the section 4940(e) requirements in Part V,
1
check here
and enter 1 % of Part I, line 27b
c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, column (b)
_
2
3
4
5
6
a
b
c
d
7
8
9
10
11
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable
foundations only Others enter -0-)
Add lines 1 and 2
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0Credits/Payments
2009 estimated tax pmts and 2008 overpayment credited to 2009
3,386.
6a
Exempt foreign organizations - tax withheld at source
6b
Tax paid with application for extension of time to file (Form 8868)
6c
Backup withholding erroneously withheld
6d
Total credits and payments Add lines 6a through 6d
Enter any penalty for underpayment of estimated tax Check here
if Form 2220 is attached
Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed
Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid
No.
Enter the amount of line 10 to be Credited to 2010 estimated tax
1, 917.
Refunded
--- ---- -
1,469.
- - -- -
2
3
4
5
0.
1,469.
0.
7
8
9
10
11
3, 386.
1,469.
0.
1,917.
0.
Part VII-A Statements Re g ardin g Activities
Yes
1 a Durin g the tax y ear , did the foundation attem p t to influence an y national , state , or local le g islation or did it
participate or intervene in any political campaign?
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes
(see the instructions for definition)?
If the answer is 'Yes' to la 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?
d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year
m. $
(1) On the foundation
0.
(2) On foundation managers
0.
- $
e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on
foundation managers
0.
' $
2 Has the foundation engaged in any activities that have not previously been reported to the IRS'
If 'Yes,' attach a detailed description of the activities
1a
No
X
1b
X
1c
- X
2
X
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
4a Did the foundation have unrelated business gross income of $1,000 or more during the year?
b If 'Yes,' has it filed a tax return on Form 990-T for this year?
5 Was there a liquidation, termination, dissolution, or substantial contraction during the year'
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
-3
4a
4b
5
• 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?
7 Did the foundation have at least $5,000 in assets at any time during the year' If Yes,' complete Part fl, column (c), and Part XV
8a Enter the states to which the foundation reports or with which it is registered (see the instructions)
--
3
6
7
X
X
NVA
X
- X
X
- -- -
MD
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
9
10
8b
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(1)(3) or 4942(1)(5) - for calendar year 2009 or the taxable year beginning in 2009 (see instructions for Part XIV)' If 'Yes,' complete Part XIV
9
Did any persons become substantial contributors during the tax year? If 'Yes,' attach a schedule listing their names
and addresses
BAA
TEEA0304L
07/06/09
-- - X
X
10
X
Form 990-PF (2009)
Form 990-PF (2009) J. S.
PLANK & D. M.
DICARLO FAMILY
71-1040599
Page 5
JPart VII -AI Statem ents Regar ding Activities Continue d
11
12
13
14
15
A any time during the year, did the foundation, directly or indirectly, own a controlled entity
within the meaning of section 512(b)(13)7 If 'Yes', attach schedule (see instructions)
X
Did the foundation acquire a direct or indirect interest in any applicable insurance contract before
August 17, 2008'
12
X
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
X
N/A
Website address
----------------------------------------The books are in care of ^ MORRIS L. GARTEN
410-539-2800
Telephone no ^
----------------------------------------36 S CHARLES ST, SUITE 2300
Located at ^
BALTIMORE MD
ZIP + 4 ^
21201
-------------------------------------------------Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here
N/A
^ F]
and enter the amount of tax-exempt interest received or accrued during the year
'art VII-B Statements Re g ardin g Activities for Which Form 4720 Ma
15
File Form 4720 if any item is checked in the 'Yes' column , unless an exception applies.
1 a 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
N/A
Be Re q uired
Yes
Yes
No
No
(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?
Yes
Yes
X No
X No
l
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a dis q ualified person)?
Yes
Z No
(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 governmen t se r vice, i f t ermina tin g wi th in 90 d ays)
Y es
M No
Yes
b If any answer is 'Yes' to la(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 the instructions)?
Organizations relying on a current notice regarding disaster assistance check here
1 bl
c Did the foundation engage in a prior year in any of the acts described in 1 a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 20097
1 cl
NVA
X
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a
private operating foundation defined in section 4942(1)(3) or 4942(1)(5))
a At the end of tax year 2009, did the foundation have anyy undistributed income (lines 6d
and 6e, Part X111) for tax year(s) beginning before 2009
20
, 20
, 20
, 20-If 'Yes,' list the years "
Li Yes
Xj No
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 the instructions )
c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here
^ 20
, 20
, 20
, 20
3a Did the foundation hold more than a 2% direct or indirect interest in any business
en t erprise a t any t ime d uring th e year ?
E]Y es
b If 'Yes,' did it have excess business holdings in 2009 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 2009)
4a Did the foundation invest during the year any amount in a manner that would jeopardize its
charitable purposes?
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 beainnina in 2009'
BAA
TEEA0305L
07/06/09
2bl
NVA
3bl
NVA
X No
J
4al
X
4bl
X
Form 990-PF (2009)
Form 990-PF (2009)
J. S . PLANK & D . M . DICARLO FAMILY
Part VII- 13 Statements Regarding Activities for Which Form 4720 May Be R^
5a During the year did the foundation pay or incur any amount to
71-1040599
ired (continued)
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))7
P Yes
XN No
(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?
e Yes
Yes
XX No
X No
(4) Provide a grant to an organization other than a charitable, etc, organization described
in section 509(a)(1), (2), or (3), or section 4940(d)(2)7 (see instructions)
Yes
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
Yes
No
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)?
Organizations relying on a current notice regarding disaster assistance check here
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)
N/A
Page 6
5b
JA
^
11 Yes
r] No
6a Did the foundation , during the year , receive any funds, directly or indirectly , to pay premiums
on a personal benefit contract
Yes
No
b Did the foundation , during the year , pay premiums , directly or indirectly, on a personal benefit contract?
6b
If 'Yes' to 6b, file Form 8870
7 a At any time during the tax year , was the foundation a party to a prohibited tax shelter transaction?
Yes XINo
b If yes , did the foundation receive any proceeds or have any net income attributable to the transaction?
7b
P a rt
I n f orma t ion Ab ou t Off icers , D irec t ors, T rust ees , F oun d at ion M anagers , H ig hl y P al
mp oyees,
X
NVA
and Contractors
1
List all of ficers , directors. trustees. foundation managers and their comnensatinn ( see inatructinncl
(b) Title and average
hours per week
devoted to position
(a) Name and address
-J.-SCOTT -PLAN K - - - - - - - - - - - 36 S CHARLES ST, SUITE 2300
BALTIMORE, MD 21201
-DICARLO - - - -DANA-M.
------------ - --36 S CHARLES ST, SUITE 2300
BALTIMORE, MD 21201
-MORRIS- L. GARTEN - - - - - - - - _ _ _
36 S CHARLES ST, SUITE 2300
BALTIMORE, MD 21201
A. -GOLDNER - - - - - - - _ _ _
-DAVID
----------36 S. CHARLES STREET, 18TH FL.
BALTIMORE MD 21201
Z
(c) Compensation
(If not paid, enter -0-)
(d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
PRESIDENT/TR
0
0.
0.
0.
VICE PRESIDE
0
0.
0.
0.
SECRETARY
0
0.
0.
0.
TREASURER
0
0.
0.
0.
C o mpensation of five hiahest-paid emolovees (other than those included on line 1 - see instructinncl If none _ enter 'NONF'
(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
6HH
^
TEEA0306L
07/06/09
0
corm ayU-Fl
(2UU^J)
Form 990-PF (2009) J.S. PLANK & D.M. DICARLO FAMILY
71-1040599
Part VIII
I nformation About Officers, Directors , Trustees, Foundation Managers , Highly Paid Employees,
•
3
Page 7
and Contractors (continued)
Five hi g hest-p aid 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
Part IX - A
0
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
1
Expenses
N/A
------------------------------------------------------
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
1 N/A
----------------------------------------------------------------------------------------------------------2
Amount
-----------------------------------------------------------------------------------------------------------
All other program-related investments See instructions
3
-----------------------------------------------------Total. Add lines 1 through 3
0.
BAA
Form 990-PF (2009)
TEEA0307L
07/06/09
Form 990- PF (2009 ) J.S.
Part X
PLANK & D.M.
DI CARLO F AMILY
71-1040599
Page 8
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
b Average of monthly cash balances
c Fair market value of all other assets (see instructions)
dTotal (add lines 1a, b, and c)
e Reduction claimed for blockage or other factors reported on lines 1 a and 1 c
(attach detailed explanation)
2 Acquisition indebtedness applicable to line 1 assets
3 Subtract line 2 from line 1d
4
5
6
5
6
7
3,605,206.
121, 7 94 .
1 d
3, 727, 000.
2
3
0.
3, 727, 000.
4
55, 905.
5
6
3, 671, 095.
183, 555.
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations
and certain forei g n or g anizations check here ^
and do not com p lete this art
Minimum investment return from Part X, line 6
Tax on investment income for 2009 from Part VI, line 5
2a
Income tax for 2009 (This does not include the tax from Part VI)
2b
Add lines 2a and 2b
Distributable amount before adjustments Subtract line 2c from line 1
Recoveries of amounts treated as qualifying distributions
Add lines 3 and 4
Deduction from distributable amount (see instructions)
Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1
Part XII
1 a
1 b
1 c
0.
1e
Cash deemed held for charitable activities Enter 1-1/2% of line 3
(for greater amount, see instructions)
Net value of noncharitable - use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4
Minimum investment return . Enter 5% of line 5
Part XI
1
2a
b
c
3
4
-
1
183, 555.
2c
3
4
5
6
7
1, 469.
182, 086.
1a
1 b
2
579,416.
1,469.
182, 086.
182, 086.
Qualifying Distributions (see instructions)
Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes
a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26
b Program-related investments - total from Part IX-B
2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes
1
Amounts set aside for specific charitable protects that satisfy the
a Suitability test (prior IRS approval required)
b Cash distribution test (attach the required schedule)
4 Qualifying distributions Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4
3
5
6
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income
Enter 11% of Part I, line 27b (see instructions)
Adjusted qualifying distributions . Subtract line 5 from line 4
Note :
BAA
3a
3b
4
579, 416.
5
1 ,469.
577, 947.
6
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whet her th e foundation
qualifies for the section 4940(e) reduction of tax in those years
Form 990-PF (2009)
TEEA0308L
07/06/09
Form 990-PF (2009) J. S.
PLANK & D.M.
DICARLO FAMILY
71-1040599
Page 9
Part XIII Undistributed Income (see instructions)
1
(a)
(b)
(c)
(d)
Corpus
Years prior to 2008
2008
2009
Distributable amount for 2009 from Part XI,
line 7
182, 086.
2
Undistributed income, if any, as of the end of 2009
a Enter amount for 2008 only
20, 20
b Total for prior years
20
3 Excess distributions carryove r, if any, to 2009
a From 2004
b From 2005
c From 2006
dFrom 2007
10,000.
e From 2008
299,578.
f Total of lines 3a throug h e
4 Qualifying distributions for 2009 from Part
XII, line 4 ^
0.
0.
$
309, 578.
579, 416.
a Applied to 2008, but not more than line 2a
- 0.
b Applied to undistributed income of prior years
(Election required - see instructions)
c Treated as distributions out of corpus
(Election required - see instructions)
dApplied to 2009 distributable amount
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2009
(If an amount appears In column (d) the
same amount must be shown In column (a) )
6
Enter the net total of each column as
indicated below:
a Corpus Add lines 3f, 4c, and 4e Subtract line 5
0.
0.
182, 086.
397,330.
0.
0.
706,908.
b Prior years' undistributed income Subtract
line 4b from line 2b
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.
0.
d Subtract line 6c from line 6b Taxable
amount - see instructions
0.
e Undistributed income for 2008 Subtract line 4a from
line 2a Taxable amount - see instructions
0.
f Undistributed income for 2009 Subtract lines
4d and 5 from line 1 This amount must be
distributed in 2010
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed
by section 170(b)(1)(F) or 4942(g)(3)
0.
(see instructions)
0.
8
Excess distributions carryover from 2004 not
applied on line 5 or line 7 (see instructions)
0.
9
Excess distributions carryover to 2010.
Subtract lines 7 and 8 from line 6a
Analysis of line 9
Excess from 2005
Excess from 2006
Excess from 2007
10,000.
Excess from 2008
299,S78.
10
a
b
c
d
e Excess from 2009
706,908.
397, 330.
BAA
Form 990-PF (2009)
TEEA0309L
07/06/09
Form 990-PF (2009) J.S. PLANK & D.M. DICARLO FAMILY
Part XIV Private O p eratin g Foundations ( see instructions and Part VII-A, q uestion 9 )
71-1040599
Page 10
N/A
1 a If-the foundation has received a ruling or d etermination letter that it is a private o perating foundatio n, and the ruling
^
is effective for 2009, enter the date of the ruling
b Check box to indicate whether the foundat ion is a private ope rating foundation d escribed in section
4942(1)(3) or
Tax y ear
Prior 3 years
2a Enter the lesser of the adjusted net
income from Part I or the minimum
(a) 2009
(b)
2008
(c) 2007
(d) 2006
investment return from Part X for
each year listed
b 85% of line 2a
c Qualifying distributions from Part XII,
He 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 49420)(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
4942(1)(5)
(e) Total
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(I)(3)(B)(nr)
(3) Largest amount of support from
an exempt organization
(4) Gross investment income
Part XV
1
Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time durina the year - see instructions.)
Information Regarding Foundation Managers:
a List 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)
SEE STATEMENT 5
b List 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
NONE
2
Information Regarding Contribution, Grant , Gift, Loan, Scholarship , etc, Programs:
Check here 1, XM if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited
requests for funds If the foundation makes gifts, grants, etc, (see instructions) to individuals or organizations under other conditions,
complete items 2a, b, c, and d
a The name, address, and telephone number of the person to whom applications should be addressed
b The form in which applications should be submitted and information and materials they should include
c Any submission deadlines
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors
BAA
TEEA0310L 07/06/09
Form 990-PF (2009)
Form 990-PF (2009) J.S. PLANK & D.M. DICARLO FAMILY
Part XV Supplementary Information (continued)
71-1040599
Grants and Contributions Paid Durina the Year or ADoroved for Future Payment
If recipient is an individual,
Recipient
show any relationship to Foundation
any foundation manager or status of
recipient
substantial contributor
Name and address (home or business)
3
a Paid during the year
SEE STATEMENT # 6
PUBLIC
Total
Purpose of grant or
contribution
Page 11
Amount
UNRESTRICTED
579,416.
^
3a
0.
3bl
579, 416.
b Approved for future payment
Total
BAA
TEEA0501L
07/06/09
Form 990-PF (2009)
Form 990 -PF (2009)
Part XVI-A
J.S.
PLANK & D.M.
DICARLO FAMILY
Unrelated business income
(a)
(b)
Business
Amount
code
1
rogram service revenue
a
t
C
C
e
If
c Fees and contracts from government agencies
2 Membership dues and assessments
3 Interest on savings and temporary cash investments
4 Dividends and interest from securities
5 Net rental income or (loss) from real estate
a Debt-financed property
h Not 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
9 Net income or (loss) from special events
10 Gross profit or (loss) from sales of inventory
11 Other revenue
a
h
c
d
e
12 Subtotal Add columns (b), (d), and (e)
13 Total . Add line 12, columns (b), (d), and (e)
(See worksheet in the instructions for line 13 to verify calculations
BAA
Page 12
Analysis of Income - Producing Activities
Ente r .gross amounts unless otherwise indicated
Part XVI - B
71- 1040599
Excluded by section 512, 513, or 514
(c)
(d)
ExcluAmount
soon
code
14
146, 924.
18
-22,876.
(e)
Related or exempt
function income
(see the instructions)
124, 048.
13
124,048.
Relationship of Activities to the Accomplishment of Exempt Purposes
TEEA0502L 07106109
Form 990-PF (2009)
Form 990-PF (2009)
PLANK & D.M.
J.S.
DICARLO FAMILY
71-1040599
Page 13
' Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations
PartXVII
•
Yes
1
Did the organization directly or indirectly engage in any of the following with any other organization
described in section 501(c) of the Code (other than section 501 (c)(3) organizations) or in section 527,
relating to political organizations2
a Transfers from the reporting foundation to a noncharitable exempt organization of
(1) Cash
(2) Other assets
b Other transactions
(1) Sales of assets to a noncharltable exempt organization
(2) Purchases of assets from a noncharitable exempt organization
(3) Rental of facilities, equipment, or other assets
(4) Reimbursement arrangements
(5) Loans or loan guarantees
(6) Performance of services or membership or fundraising solicitations
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees
No
a (1)
1 a (2)
X
X
(1)
X
X
1
1
1
1
1
1
1
b
b
b
b
b
b
c
(2)
(3)
(4)
(5)
(6)
X
X
X
X
X
d If the answer to any of the above is 'Yes,' complete the following schedule Column (b) should always show the fait m arket val ue of
the goods, other assets, or services given by the reporting foundation If the foundation received less than fair marke t value in
any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services receive d
(b) Amount involved
(c) Name of noncharltable exempt organization
(d) Description of transfers, transactions, and sharing arrangements
(a) Line no
N/A
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 5277
Yes
b If 'Yes .' complete the following schedule
(b) Type of organization
(a) Name of organization
(c) Description of relationship
N/A
Under penalties of perfu
complete Declaration
, I declar
re re
t
t I have
er an
xamined this return, including ac
payer or fiduciary ) is based on a'
S
G
N
ER
E
Signal
Paid
Prep arer's
U se
O
Only
BAA
o
cer or trustee
signature s
Firm' s name (or
ours it
ey mpoyed )tf
address, and
ZIP code
DAVID A . GOLDNER
GROSS MENDELSOHN & ASSO CIAT
36 S CHARLES ST STE 180 0
BALTIMORE, MD 21201-310 2
❑ No
OMB No 1545 0047
Schedule B
(F orm 990, 990 EZ '
990 PF)
or
Schedule of Contributors
Department of the Treasury
Internal Revenue Service
Name of the organization
j . S . PLANK & D . M .
FOUNDATION, INC.
Organization type (check one)
Filers of:
Form 990 or 990-EZ
Form 990-PF
2009
Attach to Form 990, 990- EZ, or 990-PF
Employer identification number
DICARLO FAMILY
71-1040599
Section:
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
X 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule See Instructions
General Rule JFor an organization filing Form 990, 990-EZ , or 990 - PF that received , during the year , $ 5,000 or more ( in money or property) from any one
contributor (Complete Parts I and II )
Special Rules For a section 501(c)(3 ) organization filing Form 990 or 990-EZ, that met the 33-1/3% support test of the regulations under sections
509(a )(1)I170(b)(1)(A)( vl) and received from any one contributor , during the year , a contribution of the greater of (1) $5,000 or (2) 2% of the
amount on ( I) Form 990 . Part VIII, line 1h or ( ii) Form 990 - EZ, line 1 Complete Parts I and II
O For a section 501(c)(7 ), (8), or (10 ) organization filing Form 990 or 990-EZ, that received from any one contributor , during the year,
aggregate contributions of more than $ 1,000 for use exclusively for religious , charitable , scientific, literary , or educational purposes, or the
prevention of cruelty to children or animals Complete Parts I, II, and III
For a section 501 (c)(7), (8), or (10 ) organization filing Form 990 or 990-EZ, that received from any one contributor, during the year,
contributions for use exclusively for religious , charitable, etc, purposes , but these contributions did not aggregate to more than $ 1,000 If
this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc,
purpose Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively
I. $
religious , charitable , etc, contributions of $5,000 or more during the year
Caution : An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or
990-PF) but it must answer 'No' on Part IV, line 2 of their Form 990, or check the box on line H of its Form 990-EZ, or on line 2 of its Form
990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990EZ, or 990-PF.
TEEA0701L
01/30/10
Schedule B (Form 990 , 990-EZ, or 990-PF) (2009)
Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
Name of organization
PLANK & D .M.
J.S.
Part I
DICARLO FAMILY
of Part I
71-1 040 599
Contributors (see instructions )
(b)
Name, address, and ZIP + 4
(a)
Number
1
Page 1
of 1
Employer identification number
(c)
Aggregate
contributions
J. -SCOTT PLANK-& DANA-DICARLO ----------- _ _ _ - _
(d)
Type of contribution
Person
X
Payroll
SUITE 2300
$
5,000.
(lete Part 1 if there
ao no cash con ltribut on )
BALTIMORE, MD 21201
-----------------------------------(a)
Number
is
(c)
Aggregate
contributions
(b)
Name , address, and ZIP + 4
$
(Complete Part II if there
is a noncash contribution
------------------------------------(b)
Name , address , and ZIP + 4
(c)
Aggregate
contributions
$
(Complete Part II if there
is a noncash contribution
------------------------------------(b)
Name , address, and ZIP + 4
(c)
Aggregate
contributions
$
(Complete Part II if there
is a noncash contribution
------------------------------------(b)
Name, address , and ZIP + 4
(c)
Aggregate
contributions
---------------------------------
_
(Complete Part II if there
is a noncash contribution
------------------------------------(b)
Name , address, and ZIP + 4
(c)
Aggregate
contributions
-----------------------------------
(d)
Type of contribution
Person
Payroll
Noncash
$
(a)
Number
(d)
Type of contribution
Person
Payroll
Noncash
------------------------------------
(a)
Number
(d)
Type of contribution
Person
Payroll
Noncash
-------------------------------------
(a)
Number
(d)
Type of contribution
Person
Payroll
Noncash
-------------------------------------
(a)
Number
Noncash
n
36 S CHARLES ST,
_
$
(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there
Is a noncash contribution )
BAA
TEEA0702L
06/23 / 09
Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
Name of organization
J.S. PLANK & D.M.
Part iI
Page
DICARLO FAMILY
1
of 1
of Part II
Employer identification number
71-1040599
Noncash Property (see instructions )
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
(a)
No. from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate )
(see instructions)
(d)
Date received
(a)
No. from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate )
(see instructions)
(d)
Date received
(a)
No. from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate )
(see instructions)
(d)
Date received
(a)
No. from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
(a)
No. from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
(a)
No. from
Part I
N/A
BAA
Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
TEEA0703L
06/23/09
Schedule B (Form 990, 990-EZ, or 990-PF) (2009)
Name of organization
1
of 1
of Part III
Employer identification number
J.S. PLANK & D.M. DICARLO FAMILY
71-1040599
Part ill I Exclusively religious, charitable , etc, individual contributions to section 501(c)(7), (8), or (10)
organizations aggregating more than $ 1,000 for the year .(Complete cols (a) through (e) and the following line entry )
For organizations completing Part III, enter total of exclusively religious, charitable, etc,
(a)
No. from
Part I
contributions of $1,000 or less for the year (Enter this information once - see instructions)
(b)
(c)
Purpose of gift
Use of gift
' $
N/A
(d)
Description of how gift is held
N/A
(e)
Transfer of gift
Transferee ' s name , address, and ZIP + 4
(a)
No. from
Part I
(b)
Purpose of gift
Relationship of transferor to transferee
(c)
Use of gift
(d)
Description of how gift is held
(e)
Transfer of gift
Transferee's name , address, and ZIP + 4
(a)
No. from
Part
(b)
Purpose of gift
Relationship of transferor to transferee
(c)
Use of gift
(d)
Description of how gift is held
(e)
Transfer of gift
Transferee ' s name , address, and ZIP + 4
(a)
No. from
Part I
(b)
Purpose of gift
Relationship of transferor to transferee
(c)
Use of gift
(d)
Description of how gift is held
(e)
Transfer of gift
Transferee ' s name , address, and ZIP + 4
BAA
Relationship of transferor to transferee
Schedule B (Form 990 , 990-EZ, or 990-PF) (2009)
TEEA0704L 06123/09
2009 ,
FEDERAL ' STATEMENTS.
° --` _ _
`;
J`S- PLANK & D . M:°DICARLO FAMILY
-`FOUNDATION ; INC."
y
A
PAGE;•1?
-°
F j
71-1040599
STATEMENT1
FORM 990-PF , PART I , LINE 16C
OTHER PROFESSIONAL FEES
(A)
EXPENSES
PER BOOKS
PROFESSIONAL FEES
$
TOTAL $
(B) NET
INVESTMENT
INCOME
8,084.
8,084.
$
0.
(C)
ADJUSTED
NET INCOME
$
(D)
CHARITABLE
PURPOSES
0.
$
0.
STATEMENT 2
FORM 990 - PF, PART I , LINE 18
TAXES
(A)
EXPENSES
PER BOOKS
FEDERAL TAX
$
TOTAL $
(B) NET
INVESTMENT
INCOME
1,468.
1,468.
$
0.
(C)
ADJUSTED
NET INCOME
$
(D)
CHARITABLE
PURPOSES
0.
$
0.
STATEMENT 3
FORM 990 - PF, PART II, LINE 13
INVESTMENTS - OTHER
VALUATION
METHOD
BOOK
VALUE
FAIR MARKET
VALUE
OTHER INVESTMENTS
GOLDMAN SACHS
LEHMAN BROTHERS
COST
COST
$
3,803,304.
1,932.
$
3,649,605.
1,932.
TOTAL $
3,805,236.
$
3,651,537.
STATEMENT 4
FORM 990-PF, PART II , LINE 15
OTHER ASSETS
FAIR MARKET
VALUE
BOOK VALUE
INCOME TAX RECEIVABLE
INTEREST AND DIVIDENDS RECEIVABLE
$
TOTAL $
1,918.
92.
2,010.
$
$
92.
1,918.
2,010.
2009
_'
"- >. ^ . - , ,' _ • ; ^ ; - -
FEDERAL STATEMENTS
:S. PLANK & D.M:•DICARLO FAMILY
FOUNDATION, INC.
STATEMENT 5
FORM 990-PF , PART XV, LINE 1A
FOUNDATION MANAGERS - 2% OR MORE CONTRIBUTORS
J. SCOTT PLANK
DANA M . DICARLO
PAGE 2
71-1040599
2009
FEDERAL WORKSHEETS
PAGE 2
J.S. PLANK & D.M. DICARLO FAMILY
FOUNDATION, INC.
71-1040599
AVERAGE MONTHLY FAIR MARKET VALUE OF SECURITIES
FORM 990-PF, PART X, LINE 1A
JANUARY
FEBRUARY
MARCH
APRIL
MAY
JUNE
JULY
AUGUST
SEPTEMBER
OCTOBER
NOVEMBER
DECEMBER
STOCKS
AVERAGES
3 , 370 , 294
3 , 370 , 294
3,409,294
3,409 294
3,534,574
3 f 534 , 574
3 , 617 , 760
3 617,760
3 , 689 , 682
3 , 689 f 682
3 615 031
3 , 615 , 031
3 f 567 , 357
3 , 567 , 357
3,644f468
3f644,468
3,707,570
3,707 570
3,730,926
3 , 730 , 926
3 704 750
3 709 750
3 670 760
3, 670 , 760
TOTALS
43,262,466
SECURITY
AVERAGE MONTHLY FAIR MARKET VALUE
NUMBER OF MONTHS
3,605,206
12
2009
FEDERAL WORKSHEETS
PAGE 3
J.S. PLANK & D . M. DICARLO FAMILY
FOUNDATION, INC.
71-1040599
AVERAGE MONTHLY CASH BALANCES
FORM 990 - PF, PART X, LINE 1 B
CASH BAL.
JANUARY
FEBRUARY
MARCH
APRIL
MAY
JUNE
JULY
AUGUST
SEPTEMBER
OCTOBER
NOVEMBER
DECEMBER
4 61
6 , 895
460 895
280
80,709
102, 019
101,311
62, 479
56, 434
65,301
54,614
59, 050
62,718
81,400
74,601
AVERAGES
280 ,709
102,019
101,311
62,479
56,434
65,301
54,614
59,050
62,718
81,400
74,601
TOTALS
1,461,531
STOCKS
AVERAGE MONTHLY CASH BALANCES
NUMBER OF MONTHS
121,794
12
J S PLANK & D M DICARLO FAMILY FOUNDATION, INC
FORM 990 PF
NAMES OF SUPPORTED ORGANIZATIONS
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
ACTIVE NETWORK
AIRS
AMERICAN LUNG ASSOCIATION
BUILDING STEPS FOUNDATION
CAPITAL AIKIKAI, INC
CATHOLIC CHARITIES, INC (SARAH'S HOUSE)
CHILDREN'S CHORUS OF MARYLAND
EVERY MAN THEARTRE
FAMILY & CHILDREN SERVICES OF CENTRAL MARYLAND
FAMILY TREE
GEORGETOWN PREP
HOLY REDEEMER
HOUSE OF RUTH BALTIMORE, INC
INSTITUTE FOR FAMILY EDUCATION
LIVING CLASSROOM FOUNDATION
LOVE HOPE STRENGTH FOUNDATION
MARYLAND SPCA
NATIONAL AQUIRIUM IN BALTIMORE
NEW YORK CHARITIES
PARKS & PEOPLE FOUNDATION
PEP (PARENT ENCOURAGEMENT PROGRAM)
PORT DISCOVERY
THE RPBL ANNUAL PROGRAM
RONALD MCDONALD HOUSE CHARITIES
SANIBEL SEA SCHOOL
SANIBEL LITTLE LEAGUE
SMITH COLLEGE
ST FRANCIS ACADEMY
STRADFORD GREEN
SWIM ACROSS AMERICA
THE BEA GATTY FAMILY CENTER
THE CALVERT SCHOOL
THE INDEPENDENT COLLEGE FUND OF MARYLAND
THE LEUKEMIA & LYMPHOMA SOCIETY
THE WALDORF SCHOOL
TOTAL
71-1040599
STATEMENT 6'
GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ADDRESS
2040 S ALMA SCHOOL RD CHANDLER, AZ 85248
1800 N CHARLES ST BALTIMORE, MD 21201
1301 PENNSYLVANIA AVE NW, WASHINGTON, DC 20004
P 0 BOX 1393 BROOKLANDVILLE, MD 21022
945 SELIM RD SILVER SPRING, MD 20910
2015 20TH ST FT MEADE, MD 20755
100 E PENNSYLVANIA AVE TOWSON, MD 21286
1727 N CHARLES ST BALTIMORE, MD 21201
7000 SECURITY BOULEVARD, BALTIMORE, MD 21244
2108 N CHARLES ST BALTIMORE, MD 21218
10900 ROCKVILLE PIKE, N BETHESDA, MD 20852
4902 BERWYN RD COLLEGE PARK, MD 20740
2201 ARGONNE DRIVE BALTIMORE, MD 21218
304 E PENNSYLVANIA AVE TOWSON, MD 21286
802 S CAROLINE ST BALTIMORE, MD 21231
P O BOX 13290 DENVER, CO 80201
3300 FALLS RD BALTIMORE, MD 21211
501 E PRATT ST BALTIMORE, MD 21202
50 BROADWAY NEWYORK, NY 10004
800 WYMAN PARK DRIVE BALTIMORE, MD 21211
10100 CONNETICUT AVE KENSINGTON, MD 20895
35 MARKET PLACE BALTIMORE, MD 21202
4612 ROLAND AVE BALTIMORE, MD 21210
ONE KROC DRIVE OAK BROOK, IL 60523
P 0 BOX 1229 SANIBEL, FL 33957
3840 SANIBEL-CAPTIVA RD SANIBEL, FL 33957
7 COLLEG LN NORTHAMPTON, MA 01063
501 E CHASE ST BALTIMORE, MD 21202
P 0 BOX 529 TIMONIUM, MD 21094
ONE INTERNATIONAL PLACE BOSTON, MA 02110
425 N CHESTER ST BALTIMORE, MD 21231
105 TUSCANY RD BALTIMORE, MD 21210
3225 ELLERSLIE AVE BALTIMORE, MD 21218
1311 MAMRONECK AVE WHITE PLAINS, NY 10605
4801 TAMARIND RD BALTIMORE, MD 21209
Page 1
FOUNDATION
STATUS OF
RECEIPT
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PUBLIC
PURPOSE OF
GRANT OR
CONTRIBUTION
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
UNRESTRICTED
AMOUNT
1,000 00
2,500 00
2,000 00•
30,000 00
10,000 00
12,650 00
210,000 00
6,000 00
500 00
2,00000
1,00000
25,000 00
30,000 00
47,479 00
10,000 00
1,00000
2,000 00,
20,000 00
500 00
20,000 00
10,000 00
40,000 00
1,00000
10,000 00
16,810 00
750 00
2,500 00
10,000 00
9,000 00
1,00000
1,00000
22,607 00
87000
250 00
20,000 00
579,416 00