2025-05-09T08:58:16-05:00 2024-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2023-07-01 521066144 KESWICK FOUNDATION INC KESW 4102358860 700 W 40TH STREET BALTIMORE MD 21211 ERIC GOMMEL CHIEF FINANCIAL OFFICER 4102358860 2025-05-06 1 1 JENNIFER ROCK P01083312 4106855512 2025-05-06 2023 2025-03-06 01:10:19Z ERIC GOMMEL 700 W 40TH STREET BALTIMORE MD 21211 100194884 0 X N/A X 1976 MD PROVIDES FINANCIAL SUPPORT TO KESWICK MULTI-CARE CENTER, INC. AND KESWICK COMMUNITY HEALTH, INC. 7 7 0 0 0 0 7615 7496 0 0 8652485 38750332 0 0 8660100 38757828 12444550 16603478 0 0 0 0 0 0 0 817361 775430 13261911 17378908 -4601811 21378920 234575747 248026228 1557618 1202734 233018129 246823494 TO PROVIDE FINANCIAL SUPPORT FOR KESWICK MULTI-CARE CENTER AND KESWICK COMMUNITY HEALTH FOR ACTIVITIES AND PROGRAMS THAT BENEFIT KESWICK MULTI-CARE CENTER, INC. AND KESWICK COUMMUNITY HEALTH, BY RECEIVING, INVESTING AND ADMINISTERING ENDOWMENT FUNDS AND OTHER ASSETS. 0 0 15144099 15144099 NURSING HOME CARE - KESWICK FOUNDATION MANAGES THE ASSETS OF KESWICK MULTI-CARE CENTER (KMC)AND SUPPORTS THE PROGRAMS AT KMC FOR THE BENEFIT OF ITS RESIDENTS. 1409379 1409379 0 COMMUNITY HEALTH CENTER - KESWICK FOUNDATION PROVIDES FINANCIAL SUPPORT FOR THE DEVELOPMENT AND OPERATION OF VARIOUS PROGRAMS THAT ARE PROVIDED BY KESWICK COMMUNITY HEALTH TO ENHANCE THE HEALTH AND QUALITY OF THE LIVES OF OLDER ADULTS. 50000 50000 SCHOLARSHIPS - THE DEERING SCHOLARSHIP FUND OF KESWICK FOUNDATION WAS DEVELOPED TO ENCOURAGE AND PROMOTE CAREER DEVELOPMENT IN THE FIELD OF AGING. 16603478 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X THE BUSINESS OFFICE 4102358860 700 W 40TH STREET BALTIMORE MD 21211 MATT M ROCKSTROH PRESIDENT 2.00 X X 0 0 0 JOHN H WEST III VICE PRESIDENT 2.00 X X 0 0 0 NANCY J FLOYD PRUE SECRETARY / TREASURER 2.00 X X 0 0 0 DAVID MEYER DIRECTOR 2.00 X 0 0 0 CATHERINE J BOYNE DIRECTOR 2.00 X 0 0 0 JAMES R SEBA DIRECTOR 2.00 X 0 0 0 MATTHEW HEMELT DIRECTOR 2.00 X 0 0 0 MICHELE LAGANA CFO 2.00 38.00 X 0 262707 35283 AILEEN TINNEY CEO 2.00 38.00 X 0 324433 47286 0 587140 82569 0 0 1 0 EAGLE CAPITAL MANAGEMENT 499 PARK AVENUE NEW YORK NY 10022 INVESTMENT ADVISORS 187667 BROWN ADVISORY 901 SOUTH BOND STREET SUITE 400 BALTIMORE MD 21231 INVESTMENT ADVISORS 118449 MARQUETTE ASSOCIATES 1312 BELLONA AVENUE SUITE 300 LUTHERVILLE MD 21093 INVESTMENT ADVISORS 113046 PNC FIXED 300 FIFTH AVENUE PITTSBURGH PA 152222401 INVESTMENT ADVISORS 104490 4 7496 7496 4636835 4636835 95550553 61437056 34113497 34113497 34113497 38757828 0 0 38750332 16603478 16603478 20276 20276 10250 10250 652999 652999 OTHER EXPENSES 70569 70569 UBI TAX PAID 21336 21336 17378908 16603478 775430 0 6755252 25322152 261207 561022 148322478 137883533 79236810 84259521 234575747 248026228 698530 179856 859088 1022878 1557618 1202734 X 189384011 199358244 43634118 47465250 233018129 246823494 234575747 248026228 21378920 -7573555 0 X X 0 1 X 1 0 X X 1 KESWICK MULTI-CARE CENTER INC 520591485 3 1 15144099 0 1 15144099 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39039476 4991490 1738897 42292069 35533750 3506226 500 39039476 38800386 -1496756 1769880 35533750 31691907 8884941 1776462 38800386 32519831 643176 1471100 31691907 0.37719 0.62281 0 0 0 HEDGE FUND PARTNERSHIPS 13646817 F PRIVATE EQUITY INVESTMENT PARTNERSHIPS 51916520 F REAL ESTATE PARTNERSHIPS 18696184 F 84259521 DUE TO RELATED PARTY 1022878 1022878 X PART V, LINE 4: INCOME, REALIZED AND UNREALIZED GAINS AVAILABLE FOR SUCH PURPOSES OF KESWICK MULTI-CARE CENTER AS ITS GOVERNING BOARD SHALL DETERMINE FROM TIME TO TIME. -- ($14,889,950) INCOME, REALIZED AND UNREALIZED GAINS TO BE EXPENDED UNDER THE DISCRETION OF ITS BOARD OF DIRECTORS TO MEET THE NEEDS OF RESIDENTS OR PATIENTS AT KESWICK MULTI-CARE CENTER WHO MAY NOT BE ELIGIBLE FOR WELFARE BENEFITS OR ALLOWANCES FROM THE DEPARTMENT OF SOCIAL SERVICES.-- ($960,360) INCOME TO BE DISTRIBUTED AS AN ANNUAL EMPLOYEE AWARD. PRINCIPAL TO BE LEFT UNEXPENDED. -- ($5,000) BENEVOLENT FUND - INCOME TO BE EXPENDED ANNUALLY FOR THE CARE OF RESIDENTS AT KESWICK MULTI-CARE CENTER THAT CANNOT AFFORD THE COST OF CARE AND WHO DO NOT QUALIFY FOR STATE ASSISTANCE. -- ($96,705) PART X, LINE 2: THE ORGANIZATION HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAX AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. 1 KESWICK MULTI-CARE CENTER INC 700 W 40TH STREET BALTIMORE MD 21211 520591485 501(C)(3) 15144099 0 PROGRAM AND OPERATING SUPPORT KESWICK COMMUNITY HEALTH INC 700 W 40TH STREET BALTIMORE MD 21211 810877455 501(C)(3) 1409379 0 PROGRAM AND OPERATING SUPPORT MARYLAND INSTITUTE COLLEGE OF ART 1300 MOUNT ROYAL AVENUE BALTIMORE MD 21217 520591661 501(C)(3) 35000 0 SCHOLARSHIPS 3 PART I, LINE 2: THE BOARD OF DIRECTORS OF THE FOUNDATION RECEIVES INFORMATION FROM THE MANAGEMENT OF KESWICK MULTI-CARE AND FROM THE MANAGEMENT OF KESWICK COMMUNITY HEALTH ON THE USE OF THE FUNDS. THEY ALSO RECEIVE INFORMATION FROM THE OTHER RECIPIENTS RELATED TO SCHOLARSHIPS AWARDED. X X X X X 0 0 0 0 0 0 0 0 0 AILEEN TINNEY CEO 0 324433 0 0 0 0 0 38458 0 8828 0 371719 0 0 MICHELE LAGANA CFO 0 262707 0 0 0 0 0 16493 0 18790 0 297990 0 0 PART I, LINE 3 OFFICERS OF KESWICK FOUNDATION ARE ALSO OFFICERS OF KESWICK MULTI-CARE CENTER (KMC). COMPENSATION REPORTED ON FORM 990 PART VII IS PAID BY KMC. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF KMC REVIEW AND APPROVE THE COMPENSATION OF ALL OFFICERS. COMPARABLE DATA FROM AVAILABLE SOURCES, SUCH AS THE FORM 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES, ARE USED TO ASSESS THE APPROPRIATE COMPENSATION RANGES OF THESE POSITIONS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL BOARD MEMBERS AND OFFICERS MUST SIGN OFF THAT THEY RECEIVED, READ, UNDERSTAND AND WILL COMPLY WITH THE CONFLICT OF INTEREST POLICY. IF AN ISSUE ARISES IT IS PRESENTED AT A GOVERNING BOARD OR COMMITTEE MEETING AND A DECISION IS MADE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO, TOP MANAGEMENT OFFICIALS AND OFFICERS AND OTHER KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. COMPARABLE DATA FROM AVAILABLE SOURCES, SUCH AS THE FORM 990 OF OTHER ORGANIZATIONS AND COMPENSATION STUDIES, ARE USED TO ASSESS THE APPROPRIATE COMPENSATION RANGES OF THESE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR REVIEW BY THE PUBLIC UPON RECEIPT OF A WRITTEN REQUEST. PART XII, LINE 2C THERE IS NO CHANGE IN THE FINANCE COMMITTEE PROCESS FROM THE PRIOR YEAR. KESWICK MULTI-CARE INC 700 W 40TH STREET BALTIMORE MD 21211 520591485 SHORT TERM AND LONG TERM HEALTH CARE FOR OLDER ADULTS MD 501(C)(3) 170B(1)A)III 0 KESWICK COMMUNITY HEALTH INC 700 W 40TH STREET BALTIMORE ME 21211 810877455 TO PROVIDE COMMUNITY BASED SERVICES MD 501(C)(3) 509(A)(3) 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KESWICK MULTI-CARE INC B 15144099 FMV KESWICK COMMUNITY HEALTH INC B 1409379 FMV