2020-05-11T09:24:22-05:00 2019-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2018-07-01 521066144 KESWICK FOUNDATION INC KESW 4102358860 700 W 40TH STREET BALTIMORE MD 21211 MICHELLE LAGANA CFO 4102358860 2020-05-11 1 JAMES E CRISP P00025401 4106855512 2020-05-11 144.121.150.146 2020-05-11 09:24:18 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7ED660B1DA5B7572EB4EFB1F9341951127F9693C 2018 2020-09-23 17:36:50Z MICHELE LAGANA 700 W 40TH STREET BALTIMORE MD 21211 51642229 0 X N/A X 1976 MD PROVIDES FINANCIAL SUPPORT TO KESWICK MULTI-CARE CENTER, INC. AND KESWICK COMMUNITY HEALTH, INC. 8 8 0 0 0 -119361 5000 59579 0 0 12816180 9751268 0 0 12821180 9810847 6502459 10575573 0 0 0 0 0 0 0 858265 898318 7360724 11473891 5460456 -1663044 210732286 214797441 70376 90541 210661910 214706900 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 8662678 8662678 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. 1912895 1912895 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. 10575573 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 1 0 0 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 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X THE BUSINESS OFFICE 4102358860 700 W 40TH STREET BALTIMORE MD 21211 CRAIG S HORNER PRESIDENT 2.00 X X 0 0 0 JOHN H WEST III VICE PRESIDENT 2.00 X X 0 0 0 F BARTON HARVEY III TREAS. & SECTY 2.00 X X 0 0 0 CATHERINE J BOYNE DIRECTOR 2.00 X 0 0 0 MATT M ROCKSTROH DIRECTOR 2.00 X 0 0 0 ROBERT W SCHAEFER DIRECTOR 2.00 X 0 0 0 JAMES R SEBA DIRECTOR 2.00 X 0 0 0 NANCY J FLOYD PRUE DIRECTOR 2.00 X 0 0 0 CARMEL ROQUES CEO 2.00 38.00 X 0 258004 32743 ERIC TURNBAUGH CFO 2.00 38.00 X 0 196453 33588 0 454457 66331 0 0 1 0 EAGLE CAPITAL MANAGEMENT 499 PARK AVENUE NEW YORK NY 10022 INVESTMENT ADVISORS 182327 MARQUETTE ASSOCIATES 1312 BELLONA AVENUE SUITE 300 LUTHERVILLE MD 21093 INVESTMENT ADVISORS 129483 BROWN ADVISORY 901 SOUTH BOND STREET SUITE 400 BALTIMORE MD 21231 INVESTMENT ADVISORS 113371 3 59579 59579 5241223 5241223 46341427 41831382 4510045 4510045 4510045 9810847 0 0 9751268 10575573 10575573 720 720 6600 6600 865312 865312 OTHER EXPENSES 25686 25686 11473891 10575573 898318 0 257549 248611 2389516 0 153647743 157055408 54437478 57493422 210732286 214797441 30202 26787 40174 63754 70376 90541 X 173506702 178352478 21203193 20402407 15952015 15952015 210661910 214706900 210732286 214797441 -1663044 5708034 0 X 0 1 X 1 0 X X 1 KESWICK MULTI-CARE CENTER INC 520591485 3 1 8618780 0 1 8618780 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 31611973 2432909 1525051 32519831 30726299 2728320 1842646 31611973 28335289 4104383 1713373 30726299 30146103 -905646 905168 28335289 30652868 877624 1384389 30146103 0.49000 0.51000 0 0 0 REAL ESTATE PARTNERSHIPS 8824435 F PRIVATE EQUITY INVESTMENT PARTNERSHIPS 32704075 F HEDGE FUND PARTNERSHIPS 15964912 F 57493422 DUE TO RELATED PARTY 63754 63754 X 14653569 5708034 5708034 8945535 865312 865312 9810847 10608579 0 10608579 865312 865312 11473891 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) 8618780 PROGRAM AND OPERATING SUPPORT KESWICK COMMUNITY HEALTH INC 700 W 40TH STREET BALTIMORE MD 21211 810877455 501(C)(3) 1912895 PROGRAM AND OPERATING SUPPORT UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION 525 REDWOOD STREET BALTIMORE MD 21201 311678679 501(C)(3) 10000 SCHOLARSHIPS MICA 1300 MT ROYAL AVENUE BALTIMORE MD 21217 520591661 501(C)(3) 12500 SCHOLARSHIPS CRISTO REY CORPORATE INTERNSHIP PROGRAM 420 S CHESTER STREET BALTIMORE MD 21231 205300491 501(C)(3) 15000 SCHOLARSHIPS 5 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. 0 0 0 0 0 0 0 0 0 CARMEL ROQUES CEO 0 258004 0 0 0 0 0 17195 0 15548 0 290747 0 0 ERIC TURNBAUGH CFO 0 196453 0 0 0 0 0 13206 0 20382 0 230041 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 EXECUTIVE 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. A MARYLAND HEALTH & HIGHER 520936091 574217G41 2007-08-09 11520000 TO REFINANCE COSTS OF ACQUISITION 0 0 0 A 11520000 146863 19000 11354137 2006 0 1 1 1 A 0 1 0 0 0.03600 0.03600 0 0 0 A 0 0 0 1 1 0 0 0 0 A 1 SCHEDULE K, PART I KESWICK FOUNDATION HAS BEEN NAMED AS A CO-BORROWER ON THE BOND DOCUMENTS, ALONG WITH KESWICK MULTI-CARE CENTER, INC. (EIN:52-0591485), A RELATED PARTY. THE FULL PROCEEDS OF THE BOND WERE ISSUED TO KESWICK MULTI-CARE CENTER, INC. AND THIS DEBT OBLIGATION IS REFLECTED ON THE FORM 990 OF KESWICK MULTI-CARE CENTER, INC. EVEN THOUGH KESWICK FOUNDATION HAS BEEN NAMED ON THE BOND DOCUMENTS, IT RECEIVED NO PROCEEDS AND THEREFORE DOES NOT REFLECT THIS DEBT OBLIGATION ON ITS BALANCE SHEET. SCHEDULE K, PART III, LINE 9 THIS QUESTION IS NOT APPLICABLE AS THE FOUNDATION DOES NOT HAVE ANY NONQUALIFIED BONDS OF THIS ISSUANCE. SCHEDULE K, PART IV, LINE 7 THIS QUESTION IS NOT APPLICABLE AS ARBITRAGE IS NOT APPLICABLE. 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 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. KESWICK MULTI-CARE INC 700 W 40TH STREET BALTIMORE MD 21211 520591485 LONG TERM HEALTH CARE FOR SENIORS 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 8618780 FMV KESWICK COMMUNITY HEALTH INC B 1912895 FMV