CAROLINE FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CAROLINE FOUNDATION INC (EIN 52-0906348)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-12-11
- IRS object ID
- 202333459349300408
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-11T08:07:18-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520982413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSS MENDELSOHN & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PORTER STREET SUITE 500 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520906348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROLINE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 4103102030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 607 | AddressLine1Txt |
| City | DENTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21629 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY MEAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4103102030 | PhoneNum |
| Signature | 2023-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERRY | PersonFirstNm |
| Person Last | MEAD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E CRISP | PreparerPersonNm |
| PTIN | P00025401 | PTIN |
| Phone | 4106855512 | PhoneNum |
| Preparation | 2023-12-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRY MEAD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 607 | AddressLine1Txt |
| City | DENTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,585,097 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT BENEFIT THE LOCAL COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,614 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,050 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $247,230 | PYInvestmentIncomeAmt |
| CY Investment Income | -$678,180 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $256,844 | PYTotalRevenueAmt |
| CY Total Revenue | -$677,130 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $777,437 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $700,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $148,529 | PYOtherExpensesAmt |
| CY Other Expenses | $158,537 | CYOtherExpensesAmt |
| PY Total Expenses | $925,966 | PYTotalExpensesAmt |
| CY Total Expenses | $858,537 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$669,122 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,535,667 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,092,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,701,192 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,092,399 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,701,192 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT BENEFIT THE LOCAL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $753,903 | ExpenseAmt |
| Grant | $700,000 | GrantAmt |
| Desc | GRANTS TO NONPROFIT ORGANIZATIONS TO BENEFIT THE LOCAL COMMUNITY. | Desc |
| Total Program Service Expenses | $753,903 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103102030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 607 | AddressLine1Txt |
| City | DENTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TERRY MEAD | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT E JARRELL ESQ | ||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REBECCA LOUKIDES | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BERL LOVELACE | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WAYNE A COLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISSY BARTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY J GIANNINOTO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK HARRIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKIE PHILLIPS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLEN PLUTSCHAK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAGGIE TARRANT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE WAYMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD WHEATLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,050 | AllOtherContributionsAmt |
| Total Contributions | $1,050 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $478,240 | TotalRevenueColumnAmt |
| Exclusion | $478,240 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,105,807 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,262,227 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,156,420 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,156,420 | TotalRevenueColumnAmt |
| Exclusion | -$1,156,420 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$677,130 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$678,180 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,000 | TotalAmt |
| Program Services | $700,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10 | TotalAmt |
| Management And General | $10 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,794 | TotalAmt |
| Management And General | $4,794 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,526 | TotalAmt |
| Management And General | $75,526 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,870 | TotalAmt |
| Program Services | $53,903 | ProgramServicesAmt |
| Management And General | $17,967 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,648 | TotalAmt |
| Management And General | $1,648 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,194 | TotalAmt |
| Management And General | $4,194 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| PRINTING AND COPYING | $211 | $211 |
| POSTAGE AND MAILING | $130 | $130 |
| DUES AND SUBSCRIPTIONS | $128 | $128 |
| BANK FEES | $26 | $26 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,537 | TotalAmt |
| Program Services | $753,903 | ProgramServicesAmt |
| Management And General | $104,634 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,729 | BOYAmt |
| EOY | $67,769 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,156 | BOYAmt |
| EOY | $1,031,105 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,292,514 | BOYAmt |
| EOY | $14,602,318 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,092,399 | BOYAmt |
| EOY | $15,701,192 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,092,399 | BOYAmt |
| EOY | $15,701,192 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,092,399 | BOYAmt |
| EOY | $15,701,192 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,092,399 | BOYAmt |
| EOY | $15,701,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,535,667 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,144,460 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,050 | CurrentTaxYearAmt |
| Total | $248,493 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,050 | CurrentTaxYearAmt |
| Total | $248,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $248,493 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $337,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $333,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $331,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $481,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $478,240 | CurrentTaxYearAmt |
| Total | $1,962,788 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,211,281 | TotalSupportAmt |
| Public Support CY170 | 0.11240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.11650 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THIS ORGANIZATION ORIGINALLY QUALIFIED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(2) WHEN THIS ORGANIZATION OPERATED A SKILLED NURSING HOME. THE ENTITY SOLD THE SKILLED NURSING HOME ON JUNE 30, 2015 AND BECAME A GRANT MAKING CHARITABLE ORGANIZATION ON JULY 1, 2015. AS A RESULT, THE ORGANIZATION SHOULD BE A CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI). THIS SCHEDULE A IS BEING COMPLETED UNDER THIS SECTION. THE ORGANIZATION IS MANAGED BY VOLUNTEER BOARD MEMBERS FROM THE COMMUNITY. EVEN THOUGH ITS PUBLIC SUPPORT TEST IS CURRENTLY UNDER THE REQUIRED 33.3% TEST, IT BELIEVES IT MEETS THE 10% FACTS AND CIRCUMSTANCES TEST. IT SOLICITS CONTRIBUTIONS FROM THE PUBLIC, WHICH ARE SHOWN ON SECTION A, LINE 1. IT WORKS WITH ANOTHER LOCAL PUBLICLY SUPPORTED CHARITY THAT ASSISTS THIS ORGANIZATION IN COMMUNICATING ITS ACCOMPLISHMENTS TO THE GENERAL PUBLIC. THE BOARD OF DIRECTORS IS COMPRISED OF VOLUNTEERS FROM THE LOCAL COMMUNITY AND BOARD POSITIONS ARE OPEN TO MEMBERS OF THE LOCAL COMMUNITY. THE BOARD OF DIRECTORS IS COMMITTED TO IMPROVING THE LIVES AND SERVICES TO ALL MEMBERS OF THE LOCAL COMMUNITY, INCLUDING SENIOR CITIZENS AND YOUTH. ALL GRANTS ARE SOLELY TO BENEFIT THE GENERAL PUBLIC. | FactsAndCircumstancesTestTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|
| CAROLINE COUNTY DEPARTMENT OF SOCIAL SERVICES | ||||||||
| 207 S 3RD STREET | DENTON | MD | 21629 | 501(C)(3) | $33,500 | $0 | SAFE SLEEP AND SUMMER SNAP PROGRAMS | |
| AARON'S PLACE | ||||||||
| 401 ALDERSGATE DRIVE | DENTON | MD | 21629 | 501(C)(3) | $20,000 | $0 | FOOD | 842099035 |
| CAROLINE COUNTY PUBLIC SCHOOLS | ||||||||
| 204 FRANKLIN STREET | DENTON | MD | 21629 | 501(C)(3) | $50,000 | $0 | BACKPACK PROGRAM | |
| CHOPTANK COMMUNITY HEALTH SYSTEM | ||||||||
| 301 RANDOLPH STREET | DENTON | MD | 21629 | 501(C)(3) | $20,000 | $0 | GOLDBORO DENTAL CENTER | 521116591 |
| YMCA OF THE CHESAPEAKE | ||||||||
| 111-1 E DOVER STREET | DENTON | MD | 21601 | 501(C)(3) | $45,000 | $0 | OPEN DOOR PROGRAM | 520646895 |
| COMPASS REGIONAL HOSPICE | ||||||||
| 160 COURSEVALL DRIVE | CENTREVILLE | MD | 21617 | 501(C)(3) | $100,000 | $0 | CAROLINE COUNTY PROGRAMS | 521414892 |
| HIS HOPE MINISTRIES | ||||||||
| PO BOX 31 | GOLDSBORO | MD | 21636 | 501(C)(3) | $75,000 | $0 | SHELTER OPERATIONS | 842385064 |
| COMMUNITY CIVIC LEAGUE OF FEDERALSBURG | ||||||||
| 3439 LAUREN GROVE ROAD PO BOX 293 | FEDERALSBURG | MD | 21632 | 501(C)(3) | $10,000 | $0 | FEDERALSBURG COMMUNITY PANTRY | 521230398 |
| ST MARTIN'S MINISTRIES | ||||||||
| PO BOX 996 | RIDGLEY | MD | 21660 | 501(C)(3) | $75,000 | $0 | FOOD PANTRY OPERATIONS AND STAFFING | 521913676 |
| CHANNEL MARKER | ||||||||
| 8865 GLEBE PARK DRIVE UNIT 1 | EASTON | MD | 21601 | 501(C)(3) | $15,000 | $0 | CAROLINE YOUTH CENTERS | 521244067 |
| UPPER SHORE AGING | ||||||||
| 100 SCHAUBER ROAD | CHESTERTOWN | MD | 21620 | 501(C)(3) | $45,000 | $0 | SENIOR CARE | 521014383 |
| PARTNERS IN CARE | ||||||||
| 8151-C RITCHIE HIGHWAY | PASADENA | MD | 21122 | 501(C)(3) | $20,000 | $0 | CAROLINE COUNTY PROGRAMS | 521911806 |
| MID-SHORE COUNCIL ON FAMILY VIOLENCE | ||||||||
| 8626 BROOKS DRIVE SUITE 201 | EASTON | MD | 21601 | 501(C)(3) | $6,000 | $0 | BILINGUAL COUNSELOR FOR VICTIMS | 521179234 |
| CASA CAROLINE COUNTY | ||||||||
| 114 MARKET STREET | DENTON | MD | 21629 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | 820561419 |
| FRIENDS OF THE GRAPE DBA CHESAPEAKE CULINARY CENTER | ||||||||
| 512 FRANKLIN STREET | DENTON | MD | 21629 | 501(C)(3) | $35,000 | $0 | HUNGER COORDINATOR & MOBILE PANTRY | 201592697 |
| CAROLINE CENTER | ||||||||
| PO BOX 460 | RIDGLEY | MD | 21660 | 501(C)(3) | $20,000 | $0 | WHEELCHAIR RAMP AND AEDS | 521019072 |
| REBUILDING TOGETHER CAROLINE COUNTYCRITICAL REPAIRS CAROLINE COUNTY | ||||||||
| PO BOX 534 | DENTON | MD | 21629 | 501(C)(3) | $15,000 | $0 | OUTREACH PROGRAM FOR RENTERS | 260260471 |
| DENTON VOLUNTEER FIRE COMPANY | ||||||||
| PO BOX 148 | DENTON | MD | 21629 | 501(C)(3) | $15,400 | $0 | TURNOUT GEAR | 521212334 |
| FEDERALSBURG VOLUNTEER FIRE COMPANY | ||||||||
| 208 N UNIVERSITY AVE | FEDERALSBURG | MD | 21632 | 501(C)(3) | $15,400 | $0 | TURNOUT GEAR | 526049060 |
| GOLDSBORO VOLUNTEER FIRE COMPANY | ||||||||
| PO BOX 35 | GOLDSBORO | MD | 21639 | 501(C)(3) | $15,400 | $0 | TURNOUT GEAR | 521171571 |
| GREENSBORO VOLUNTEER FIRE COMPANY | ||||||||
| PO BOX 307 | GREENSBORO | MD | 21639 | 501(C)(3) | $15,400 | $0 | TURNOUT GEAR | 521318917 |
| MARYDEL VOLUNTEER FIRE COMPANY | ||||||||
| 110 FIRE HOUSE LANE | MARYDEL | DE | 19964 | 501(C)(3) | $7,600 | $0 | TURNOUT GEAR | 232228517 |
| PRESTON VOLUNTEER FIRE DEPARTMENT | ||||||||
| 3680 CHOPTANK ROAD PO BOX 44 | PRESTON | MD | 21655 | 501(C)(3) | $15,400 | $0 | TURNOUT GEAR | 526054249 |
| RIDGELY VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 500 | DENTON | MD | 21629 | 501(C)(3) | $15,400 | $0 | TURNOUT GEAR | 521880753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CAROLINE FOUNDATION'S MANAGEMENT REQUESTS PERIODIC REPORTS AND STATUS UPDATES FOR ITS GRANT AWARDS THROUGHOUT THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11A EXPLANATION - PRIOR TO SUBMISSION, A DRAFT OF THE THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER IN ADVANCE FOR REVIEW AND DISCUSSED AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST. |