2022-05-12T08:31:32-05:00 2021-06-30 522334868 GRANDIZIO WILKINS LITTLE & MATTHEWS 954 RIDGEBROOK ROAD SUITE 200 SPARKS MD 21152 990 2020-07-01 232854773 PENN-MAR FOUNDATION PENN 4103431069 310 OLD FREELAND ROAD FREELAND MD 21053 MICHAEL MAHON CHIEF FINANCIAL OFFICER 4103431069 2022-05-11 1 MICHAEL MAHON XXX-XX-XXXX DANIEL L HARRINGTON JR P00973269 4104940885 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL MAHON 310 OLD FREELAND ROAD FREELAND MD 21053 3620870 0 X WWW.PENN-MAR.ORG X 1996 PA TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS. 12 12 0 0 0 0 1004438 2789239 0 0 761322 583403 0 0 1765760 3372642 626303 420636 0 0 0 0 0 133000 175940 121226 100224 747529 653860 1018231 2718782 8377476 12363560 104584 84599 8272892 12278961 TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS. 0 0 435648 420636 THE FOUNDATION RECEIVED CONTRIBUTIONS IN THE CURRENT YEAR THAT WILL BE USED FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA) 435648 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD PA X X THE ORGANIZATION 4103431069 310 OLD FREELAND ROAD FREELAND MD 21053 ANTHONY GALLO CHAIRMAN 1.00 X X 0 0 0 BRUCE BARTELS DIRECTOR 1.00 X 0 0 0 TIMOTHY CHASE INVESTMENT COMMITTEE CHAIR 1.00 X X 0 0 0 GARY M GILBERT II DIRECTOR 1.00 X 0 0 0 KRISTINE CROSSWHITE DIRECTOR 1.00 X 0 0 0 JILL GOLUEKE SECRETARY 1.00 X X 0 0 0 JONATHAN KINSLEY TREASURER 1.00 X X 0 0 0 MAX BLUMENTHAL DIRECTOR 1.00 X 0 0 0 CHRISTY COHEN DIRECTOR 1.00 X 0 0 0 ELIZABETH PITTS-MADONNA VICE-CHAIRMAN 1.00 X X 0 0 0 JOE DIPAOLA DIRECTOR 1.00 X 0 0 0 JULIA HUGGINS DIRECTOR 1.00 X 0 0 0 GREGORY T MILLER CEO 6.00 X 0 299015 0 KATHERINE A ROGERS ED 20.00 X 0 167985 0 MICHAEL J MAHON CFO 3.00 X 0 56575 0 PAUL A SCHIAVONE CHRO 0.00 X 0 154269 0 JACQUELYN R STEVENS COO 0.00 X 0 191368 0 0 869212 0 0 0 1 0 COMMUNITY COUNSELLING SERVICE CO LLC 100 EAST PRATT STREET SUITE 2118 BALTIMORE MD 21202 FUNDRAISING CONSULTANT 133000 1 492146 2297093 34689 2789239 106636 106636 476767 0 476767 476767 476767 248228 492146 248228 0 3372642 0 0 583403 420636 420636 13459 13459 133000 133000 28813 28813 SPECIAL EVENT EXPENSES 42940 42940 BANK FEES 9948 9948 EMPLOYEE CARE FUND 5064 5064 653860 435648 42272 175940 381771 419822 555536 489629 486773 1216911 7735 9993 6945661 10227205 8377476 12363560 28959 26370 23929 51696 58229 104584 84599 X 5358982 8236978 2913910 4041983 8272892 12278961 8377476 12363560 2718782 1287287 0 X X 0 1 X 1 0 X X 2 PENN-MAR ORGANIZATION INC (OF MARYLAND) 521207942 7 1 70641 0 PENN-MAR ORGANIZATION INC (PA) 521590195 7 1 349995 0 2 420636 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2725196 655019 594079 3974294 2362795 263789 98612 2725196 1855638 457923 49234 2362795 1477132 317784 60722 1855638 1500000 -22868 1477132 1.00000 0 0 0 MUTUAL FUNDS 6860677 F EXCHANGE TRADED FUNDS 3366528 F 10227205 DUE TO RELATED PARTY - NET 58229 58229 X 4631116 1287287 1287287 3343829 28813 28813 3372642 625047 0 625047 28813 28813 653860 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES AS A CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE FOUNDATION'S EVALUATION ON JUNE 30, 2021, REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. TAX RETURNS FOR THE PREVIOUS THREE (3)YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE FOUNDATION DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE (12) MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. X 0 COMMUNITY COUNSELLING SERVICE CO LLC 100 EAST PRATT STREET SUITE 2118 BALTIMORE MD 21202 FUNDRAISING CONSULTANT 0 740374 133000 607374 740374 133000 607374 BLACK TIE GALA 740374 492146 248228 248228 740374 492146 248228 248228 248228 0 0 PENN-MAR ORGANIZATION INC (MD) 310 OLD FREELAND ROAD FREELAND MD 21053 521207942 501(C)(3) 70641 TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXEMPT PURPOSE. PENN-MAR ORGANIZATION INC (PA) 310 OLD FREELAND ROAD FREELAND MD 21053 521590195 501(C)(3) 349995 TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXEMPT PURPOSE. 0 1 0 0 0 0 0 0 0 GREGORY T MILLER CEO 0 299015 0 0 0 0 0 0 0 0 0 299015 0 0 JACQUELYN R STEVENS COO 0 191368 0 0 0 0 0 0 0 0 0 191368 0 0 KATHERINE A ROGERS ED 0 167985 0 0 0 0 0 0 0 0 0 167985 0 0 PAUL A SCHIAVONE CHRO 0 154269 0 0 0 0 0 0 0 0 0 154269 0 0 PART I, LINE 4B CERTAIN INDIVIDUALS WERE ABLE TO RECEIVE ADDITIONAL BENEFITS UNDER A 457(B) PLAN. THESE AMOUNTS HAVE BEEN LISTED AS NONTAXABLE BENEFITS IN PART II OF SCHEDULE J. X AUCTION ITEMS 101 34689 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER INITIALLY REVIEWS THE FORM 990 AND PRESENTS IT TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS ARE REQUIRED TO SIGN A FULL DISCLOSURE FORM CONCERNING INTERESTS OF CONFLICT. THIS FORM IS REVIEWED AND FILED UNLESS AN ISSUE OF CONFLICT OR POTENTIAL CONFLICT IS DISCLOSED. IN CASE OF A DISCLOSED CONFLICT, THE ISSUE WILL BE PRESENTED TO THE EXECUTIVE DIRECTOR AND TAKEN TO THE FULL BOARD FOR CONSIDERATION. INDEPENDENT COUNCIL WILL BE CONSULTED IF DEEMED PRUDENT BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 PENN-MAR PROVIDES DOCUMENTATION UPON REQUEST TO ANY INDIVIDUAL OR ORGANIZATION REQUESTING SUCH. ADDITIONALLY, THE ANNUAL REPORT IS DISTRIBUTED LIBERALLY, AND SPECIFICALLY TO ALL DONORS CONTRIBUTING MORE THAN $100 ANNUALLY. INTERESTED PARTIES ARE ALSO INFORMED, AT THE BOTTOM OF THE PENN-MAR HUMAN SERVICES LETTER HEAD, THAT DOCUMENTATION AND FINANCIAL INFORMATION IS AVAILABLE FROM THE STATE OF MARYLAND UNDER THE MARYLAND CHARITABLE SOLICITATION ACT, ALSO UPON REQUEST. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR PENN-MAR ORGANIZATION INC (PA) 310 OLD FREELAND ROAD FREELAND MD 21053 521590195 TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES PA 501(C)(3) LINE 7 N/A 0 PENN-MAR DEVELOPMENT CORPORATION 310 OLD FREELAND ROAD FREELAND MD 21053 311657868 TO RECEIVE AND ADMINSTER FUNDS TO ASSIST PENN-MAR ORG. IN ITS EXEMPT PURPOSE MD 501(C)(3) LINE 12B, II N/A 0 PENN-MAR ORGANIZATION INC (MD) 310 OLD FREELAND ROAD FREELAND MD 21053 521207942 TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES MD 501(C)(3) LINE 7 N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PENN-MAR ORGANIZATION INC (MD) B 70941 COST PENN-MAR ORGANIZATION INC (MD) E 58229 COST PENN-MAR ORGANIZATION INC (PA) B 349995 COST