CAROLINE FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CAROLINE FOUNDATION INC (EIN 52-0906348)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-12-01
- IRS object ID
- 202103359349301250
- Schema version
- 2020v4.1
- 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 | 2021-12-01T09:51:14-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 2021-12-01 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E CRISP | PreparerPersonNm |
| PTIN | P00025401 | PTIN |
| Phone | 4106855512 | PhoneNum |
| Preparation | 2021-11-22 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $10,954,686 | 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 | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $227,968 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,700 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $752,859 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,856,830 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $980,827 | PYTotalRevenueAmt |
| CY Total Revenue | $2,862,530 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $758,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $588,500 | 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 | $162,598 | PYOtherExpensesAmt |
| CY Other Expenses | $164,170 | CYOtherExpensesAmt |
| PY Total Expenses | $920,598 | PYTotalExpensesAmt |
| CY Total Expenses | $752,670 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $60,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,109,860 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,335,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,224,501 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,321,104 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,224,501 | 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 | $588,500 | ExpenseAmt |
| Grant | $588,500 | GrantAmt |
| Desc | GRANTS TO NONPROFIT ORGANIZATIONS TO BENEFIT THE LOCAL COMMUNITY. | Desc |
| Total Program Service Expenses | $588,500 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 (14 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 | |
| HON CHARLES O DAVIS JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY GAREY | ||||||
| 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 | $5,700 | AllOtherContributionsAmt |
| Total Contributions | $5,700 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $331,747 | TotalRevenueColumnAmt |
| Exclusion | $331,747 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,617,239 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,092,156 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,525,083 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,525,083 | TotalRevenueColumnAmt |
| Exclusion | $2,525,083 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,862,530 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,856,830 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,500 | TotalAmt |
| Program Services | $588,500 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,175 | TotalAmt |
| Management And General | $4,175 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,785 | TotalAmt |
| Management And General | $93,785 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,496 | TotalAmt |
| Management And General | $57,496 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240 | TotalAmt |
| Management And General | $240 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,090 | TotalAmt |
| Management And General | $3,090 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| STORAGE FEES | $5,144 | $5,144 |
| DUES AND SUBSCRIPTIONS | $128 | $128 |
| POSTAGE AND MAILING | $112 | $112 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,670 | TotalAmt |
| Program Services | $588,500 | ProgramServicesAmt |
| Management And General | $164,170 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,592 | BOYAmt |
| EOY | $171,955 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,778 | BOYAmt |
| EOY | $535,394 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,427 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,039,681 | BOYAmt |
| EOY | $17,517,152 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,335,478 | BOYAmt |
| EOY | $18,224,501 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,374 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,374 | 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 | $15,321,104 | BOYAmt |
| EOY | $18,224,501 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,321,104 | BOYAmt |
| EOY | $18,224,501 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,335,478 | BOYAmt |
| EOY | $18,224,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,109,860 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $793,537 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $931 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $227,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,700 | CurrentTaxYearAmt |
| Total | $238,960 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $931 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $227,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,700 | CurrentTaxYearAmt |
| Total | $238,960 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $238,960 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $354,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $337,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331,747 | CurrentTaxYearAmt |
| Total | $1,604,673 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $354,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $337,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331,747 | CurrentTaxYearAmt |
| Total | $1,604,673 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $43,802 | CurrentTaxYearMinus3YearsAmt |
| Total | $43,802 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $399,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $342,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $560,981 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $337,447 | CurrentTaxYearAmt |
| Total | $1,887,435 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.12660 | PublicSupportCY509Pct |
| Public Support PY509 | 0.73620 | PublicSupportPY509Pct |
| Investment Income CY | 0.85020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.25190 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 19A | FormAndLineReferenceDesc |
| Explanation | THIS ORGANIZATION ORIGINALLY QUALIFIED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(2) WHEN THIS ORGANIZATION OPERATED A SKILLED NURSING FACILITY. 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, THIS ORGANIZATION SHOULD BE A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI). UNDER THIS SECTION, THE ORGANIZATION DOES QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| CAROLINE COUNTY DEPARTMENT OF SOCIAL SERVICES | |||||||
| 207 S 3RD STREET | DENTON | MD | 21629 | $26,000 | EQUIPMENT AND SUPPLIES ($5,000) AND MEDICATION AND SUPPLIES ($21,000) | ||
| AARON'S PLACE | |||||||
| 401 ALDERSGATE DRIVE | DENTON | MD | 21629 | $7,500 | RN RETENTION | 842099035 | 501(C)(3) |
| CAROLINE COUNTY PUBLIC SCHOOLS | |||||||
| 204 FRANKLIN STREET | DENTON | MD | 21629 | $86,000 | BACKPACKS ($85,000) AND EDUCATION SUPPORT ($1,000) | ||
| EASTERN SHORE HORIZON FUND OF THE MSCF | |||||||
| 29466 PINTAIL DRIVE SUITE 9 | EASTON | MD | 21601 | $2,500 | TRAINING PROGRAM | 521782373 | 501(C)(3) |
| YMCA OF THE CHESAPEAKE | |||||||
| 111-1 E DOVER STREET | DENTON | MD | 21601 | $45,000 | OPEN DOOR PROGRAM | 520646895 | 501(C)(3) |
| COMPASS REGIONAL HOSPICE | |||||||
| 160 COURSEVALL DRIVE | CENTREVILLE | MD | 21617 | $100,000 | HOSPICE & GRIEF SUPPORT SERVICES | 521414892 | 501(C)(3) |
| GREATER NEW HOPE CHURCH & MINISTTRIES | |||||||
| 4514 PRESTON ROAD | PRESTON | MD | 21655 | $3,000 | FITNESS IN ACTION PROGRAM | 522129496 | 501(C)(3) |
| HIS HOPE MINISTRIES | |||||||
| PO BOX 31 | GOLDSBORO | MD | 21636 | $75,000 | CRISIS SHELTER SERVICES | 842385064 | 501(C)(3) |
| UNION BETHEL AME CHURCH | |||||||
| 509 LINCOLN STREET PO BOX 542 | DENTON | MD | 21629 | $3,500 | ANGELS IN SERVICE | 501(C)(3) | |
| UNITED CONCERNED CHRISTIANS OF CAROLINE COUNTY | |||||||
| 12 N 5TH STREET | DENTON | MD | 21629 | $4,000 | FOOD | 521145935 | 501(C)(3) |
| ST MARTIN'S MINISTRIES | |||||||
| PO BOX 996 | RIDGLEY | MD | 21660 | $60,000 | STAFFING AND INCREASED PROGRAMS | 521913676 | 501(C)(3) |
| CHANNEL MARKER | |||||||
| 8865 GLEBE PARK DRIVE UNIT 1 | EASTON | MD | 21601 | $15,000 | TECHNOLOGY ENHANCEMENTS | 521244067 | 501(C)(3) |
| UPPER SHORE AGING | |||||||
| 100 SCHAUBER ROAD | CHESTERTOWN | MD | 21620 | $45,000 | SENIOR CARE | 521014383 | 501(C)(3) |
| PARTNERS IN CARE | |||||||
| 8151-C RITCHIE HIGHWAY | PASADENA | MD | 21122 | $20,000 | SERVICES TO SENIORS | 521911806 | 501(C)(3) |
| MID-SHORE COUNCIL ON FAMILY VIOLENCE | |||||||
| 8626 BROOKS DRIVE SUITE 201 | EASTON | MD | 21601 | $6,000 | HEALTH INITIATIVE | 521179234 | 501(C)(3) |
| CASA CAROLINE COUNTY | |||||||
| 114 MARKET STREET | DENTON | MD | 21629 | $10,000 | PROGRAM NEEDS | 820561419 | 501(C)(3) |
| FRIENDS OF THE GRAPE DBA CHESAPEAKE CULINARY CENTER | |||||||
| 512 FRANKLIN STREET | DENTON | MD | 21629 | $20,000 | HUNGER COORDINATOR & MOBILE PANTRY | 201592697 | 501(C)(3) |
| CAROLINE CENTER | |||||||
| PO BOX 460 | RIDGLEY | MD | 21660 | $25,000 | TECHNOLOGY ENHANCEMENTS | 521019072 | 501(C)(3) |
| REBUILDING TOGETHER CAROLINE COUNTY | |||||||
| PO BOX 534 | DENTON | MD | 21629 | $15,000 | CRITICAL HOME REPAIRS/RENOVATIONS | 260260471 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | 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. |