MID-SHORE COMMUNITY FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MID-SHORE COMMUNITY FOUNDATION INC (EIN 52-1782373)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-29
- IRS object ID
- 202021819349301102
- Schema version
- 2018v3.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-29T09:40:59-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341876254 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28614 MARLBORO AVE SUITE 103 | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521782373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MID SHORE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDS | BusinessNameControlTxt |
| Phone | 4108208175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E DOVER STREET | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BUCK DUNCAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4108208175 | PhoneNum |
| Signature | 2020-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT T VALLIANT | PreparerPersonNm |
| PTIN | P00040846 | PTIN |
| Phone | 4108226950 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 138.207.175.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-24 | IPDt |
| IP Tm | 10:33:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B52923D7E6A2051677192BE7FBAC5D1AD9A142E2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BUCK DUNCAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E DOVER STREET | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,445,834 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROVIDES GRANTS TO MID-SHORE RECIPIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,378,935 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,647,286 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,948,965 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,405,406 | CYInvestmentIncomeAmt |
| PY Other Revenue | $40,375 | PYOtherRevenueAmt |
| CY Other Revenue | $29,784 | CYOtherRevenueAmt |
| PY Total Revenue | $16,368,275 | PYTotalRevenueAmt |
| CY Total Revenue | $8,082,476 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,518,818 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,714,513 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $477,290 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $527,926 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $162,575 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,426,762 | PYOtherExpensesAmt |
| CY Other Expenses | $1,656,465 | CYOtherExpensesAmt |
| PY Total Expenses | $5,422,870 | PYTotalExpensesAmt |
| CY Total Expenses | $5,898,904 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,945,405 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,183,572 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,188,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,393,955 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,203,426 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,241,588 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,985,312 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,152,367 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION CONNECTS PRIVATE RESOURCES WITH PUBLIC NEEDS TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF CAROLINE, DORCHESTER, KENT, QUEEN ANNE'S AND TALBOT COUNTIES, MARYLAND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,201,794 | ExpenseAmt |
| Grant | $2,201,794 | GrantAmt |
| Desc | EDUCATION/YOUTH DEVELOPMENT - COLLEGE SCHOLARSHIPS FOR NEEDY AND DESERVING STUDENTS.ALSO SUPPORT FOR MID-SHORE INDEPENDENT SCHOOLS AND PUBLIC LIBRARIES. SUPPORT OF YOUTH SPORTS, ARTS PROGRAMS, SUMMER CAMPS, MENTORING PROGRAMS, SCHOOL FIELD TRIPS AND EXTRACURRICULAROPPORTUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $595,848 | ExpenseAmt |
| Grant | $595,848 | GrantAmt |
| Desc | HUMAN SERVICES - SUPPORT OF LOCAL HUMAN SERVICES PROGRAMMING | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $417,821 | ExpenseAmt |
| Grant | $417,821 | GrantAmt |
| Desc | HEALTH & DISABILITY - SUPPORT OF LOCAL HEALTH AND DISABILITY PROGRAMMING | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (23 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $249,023 | ALL OTHER GRANTS AND EXPENSES | |
| $371,252 | ARTS/CULTURE | $371,252 |
| $47,092 | ENVIRONMENT | $47,092 |
| $92,224 | FUND EXPENSES - MID-SHORE SCHOLARS | |
| $29,028 | FUND EXPENSES - WOMEN & GIRLS FUND | |
| $43,879 | FUND EXPENSES - MID-SHORE RECOVERING VETERANS GROUP | |
| $94,201 | ANIMAL WELFARE | $94,201 |
| $53,552 | FUND EXPENSES - BROOKLETTS PLACE PROJECT | |
| $37,471 | FUND EXPENSES - MD COMMUNITY FOR LIFE - TALBOT | |
| $36,679 | FUND EXPENSES - MID-SHORE MEALS 'TIL MONDAY | |
| $29,916 | FUND EXPENSES - QUEEN ANNES COUTY GOES PURPLE | |
| $40,702 | FUND EXPENSES - CARE PACKS TALBOT COUNTY | |
| $26,945 | FUND EXPENSES - ROCK HALL MARINE RESTORATION & HERITAGE CENTER | |
| $109,021 | FUND EXPENSES - COMMUNITY NEWSPAPER PROJECT FUND | |
| $24,036 | FUND EXPENSES - ARTS DINNER & AUCTION - BENEFIT ST MARTINS MINISTRIES | |
| $167,697 | FUND EXPENSES - EASTON BUSINESS ALLIANCE FUND | |
| $31,884 | FUND EXPENSES - IMAGINATION LIBRARY TALBOT COUNTY FUND | |
| $43,894 | FUND EXPENSES - ST MICHAELS AFTER SCHOOL HELP FUND | |
| $47,015 | FUND EXPENSES - PROJECT PURPLE - TALBOT | |
| $21,505 | FUND EXPENSES - KENT GOES PURPLE | |
| $24,796 | FUND EXPENSES - FREDERICK DOUGLASS DAY FUND | |
| $20,625 | FUND EXPENSES - FIRST NIGHT TALBOT | |
| $20,216 | COMMUNITY INVESTMENT FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,662,653 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $512,545 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,878,116 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBIN HILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4108208175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E DOVER STREET | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| STUART M BOUNDS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| W MOORHEAD VERMILYE | ||||||
| CHAIRMAN OF THE BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOE ANTHONY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT SUMMERS | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM BROOKS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER GUERIERI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED ALLEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN CHAFFINCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID DELUCA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH KOZEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM MCALLISTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SCOBEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARRAMINTA WARE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID NAGEL | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| E JEAN ANTHONY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN DEOUDES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FREESTATE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES LERNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MCGINNIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FELIX MORRISON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET RENNELS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE RYAN | ||||||
| VICE CHAIR OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLEMENT HATHAWAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIRK HELFENBEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM CHRISTOPHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH L HOLT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN A LEWIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA LOUKIDES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNY RHODES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY TYLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BUCK DUNCAN | ||||||
| PRESIDENT | 40.00 | $141,186 | $0 | $19,298 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,186 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,298 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 MARLBORO AVENUE SUITE 201 | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMEMT | ServicesDesc |
| Compensation | $113,375 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,647,286 | AllOtherContributionsAmt |
| Noncash Contributions | $687,675 | NoncashContributionsAmt |
| Total Contributions | $5,647,286 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,725,003 | TotalRevenueColumnAmt |
| Exclusion | $1,725,003 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,250 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,962 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$27,712 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,712 | TotalRevenueColumnAmt |
| Exclusion | -$27,712 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,999,799 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,319,396 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $680,403 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $680,403 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $680,403 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE SERVICES - CAROLIN | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $57,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,496 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,496 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,082,476 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $737,899 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,697,291 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,856,354 | TotalAmt |
| Program Services | $2,856,354 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,159 | TotalAmt |
| Program Services | $838,159 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,348 | TotalAmt |
| Management And General | $311,238 | ManagementAndGeneralAmt |
| Fundraising | $117,110 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,210 | TotalAmt |
| Management And General | $23,436 | ManagementAndGeneralAmt |
| Fundraising | $7,774 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,740 | TotalAmt |
| Management And General | $33,740 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,628 | TotalAmt |
| Management And General | $23,669 | ManagementAndGeneralAmt |
| Fundraising | $8,959 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,900 | TotalAmt |
| Management And General | $22,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,976 | TotalAmt |
| Management And General | $245,976 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,347 | TotalAmt |
| Management And General | $1,673 | ManagementAndGeneralAmt |
| Fundraising | $1,674 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,553 | TotalAmt |
| Management And General | $13,310 | ManagementAndGeneralAmt |
| Fundraising | $3,243 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,067 | TotalAmt |
| Management And General | $56,067 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,962 | TotalAmt |
| Management And General | $43,962 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,384 | TotalAmt |
| Management And General | $1,692 | ManagementAndGeneralAmt |
| Fundraising | $1,692 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,418 | TotalAmt |
| Management And General | $41,493 | ManagementAndGeneralAmt |
| Fundraising | $13,925 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,273 | TotalAmt |
| Management And General | $1,273 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,164 | TotalAmt |
| Management And General | $3,164 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND EXPENSES | $1,150,108 | $1,150,108 | ||
| MEMBERSHIPS, SUBSCRIPTI | $27,098 | $21,434 | $5,664 | |
| GRANTS EXPENSE - ACCRUA | $13,495 | $13,495 | ||
| EQUIPMENT RENTAL | $4,734 | $4,734 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,986 | TotalAmt |
| Management And General | $8,452 | ManagementAndGeneralAmt |
| Fundraising | $534 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,898,904 | TotalAmt |
| Program Services | $4,878,116 | ProgramServicesAmt |
| Management And General | $858,213 | ManagementAndGeneralAmt |
| Fundraising | $162,575 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,142 | BOYAmt |
| EOY | $1,286,668 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,622,822 | BOYAmt |
| EOY | $1,648,091 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,755 | BOYAmt |
| EOY | $7,455 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,469 | BOYAmt |
| EOY | $23,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,235,368 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $574,111 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,681,441 | BOYAmt |
| EOY | $1,661,257 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,053,673 | BOYAmt |
| EOY | $86,387,146 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,484,436 | BOYAmt |
| EOY | $2,379,482 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,188,738 | BOYAmt |
| EOY | $93,393,955 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,055 | BOYAmt |
| EOY | $132,284 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,612,570 | BOYAmt |
| EOY | $1,626,065 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,432,801 | BOYAmt |
| EOY | $10,483,239 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,203,426 | BOYAmt |
| EOY | $12,241,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,388,116 | BOYAmt |
| EOY | $15,910,103 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,540,169 | BOYAmt |
| EOY | $65,242,264 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,057,027 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,985,312 | BOYAmt |
| EOY | $81,152,367 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,188,738 | BOYAmt |
| EOY | $93,393,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,183,572 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,761,448 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$188 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $222,223 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,319,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,428,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,084,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,378,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,647,286 | CurrentTaxYearAmt |
| Total | $39,859,153 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,319,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,428,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,084,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,378,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,647,286 | CurrentTaxYearAmt |
| Total | $39,859,153 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,307,248 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,551,905 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,147,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,370,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,351,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,419,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,741,253 | CurrentTaxYearAmt |
| Total | $7,030,157 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $57,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,496 | CurrentTaxYearAmt |
| Total | $172,488 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,061,798 | TotalSupportAmt |
| Public Support CY170 | 0.47920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 73 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $3,301,974 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $1,628,763 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $40,921,743 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,656,336 | BeginningYearBalanceAmt |
| Contributions | $7,248,693 | ContributionsAmt |
| Investment Earnings Or Losses | $4,215,994 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,607,235 | OtherExpendituresAmt |
| Administrative Expenses | $295,117 | AdministrativeExpensesAmt |
| End Year Balance | $77,218,671 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,966,748 | BeginningYearBalanceAmt |
| Contributions | $6,929,682 | ContributionsAmt |
| Investment Earnings Or Losses | $4,650,603 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,634,830 | OtherExpendituresAmt |
| Administrative Expenses | $255,867 | AdministrativeExpensesAmt |
| End Year Balance | $71,656,336 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,116,310 | BeginningYearBalanceAmt |
| Contributions | $3,291,547 | ContributionsAmt |
| Investment Earnings Or Losses | $5,894,160 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,113,101 | OtherExpendituresAmt |
| Administrative Expenses | $222,168 | AdministrativeExpensesAmt |
| End Year Balance | $62,966,748 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,701,631 | BeginningYearBalanceAmt |
| Contributions | $5,881,424 | ContributionsAmt |
| Investment Earnings Or Losses | $946,822 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,544,786 | OtherExpendituresAmt |
| Administrative Expenses | $193,768 | AdministrativeExpensesAmt |
| End Year Balance | $56,791,323 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,544,068 | BeginningYearBalanceAmt |
| Contributions | $2,571,793 | ContributionsAmt |
| Investment Earnings Or Losses | $1,303,776 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $546,960 | OtherExpendituresAmt |
| Administrative Expenses | $171,046 | AdministrativeExpensesAmt |
| End Year Balance | $51,701,631 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18060 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13370 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $811,268 | OtherCostOrOtherBasisAmt |
| Book Value | $811,268 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,284,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $450,923 | DepreciationAmt |
| Book Value | $833,173 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,396 | DepreciationAmt |
| Book Value | $8,360 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,792 | DepreciationAmt |
| Book Value | $8,456 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,661,257 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY OBLIGATION | $361,479 |
| AGENCY PAYABLES | $10,121,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,483,239 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,863,944 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,761,448 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $266,185 | OtherRevenueAmt |
| Revenue Not Reported | $2,027,633 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,836,311 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $245,976 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $189 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $246,165 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,082,476 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,696,889 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $43,962 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $43,962 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,652,927 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $245,976 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $245,977 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,898,904 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | FASB ASC 740-10 REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPLIT-INTEREST AGREEMENTS - CHANGE IN VALUE 222,223. RENTAL EXPENSES - 50% OF BULLITT HOUSE 43,962. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | OTHER 188. ROUNDING 1. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES - 50% OF BULLITT HOUSE 43,962. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - | RegionTxt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Cash Grant | $20,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (119 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER ROAD | SILVER SPRING | MD | 20910 | 521640402 | $166,000 | $0 | CAPITAL CAMPAIGN |
| DORCHESTER CENTER FOR THE ARTS INC | |||||||
| 321 HIGH STREET | CAMBRIDGE | MD | 21613 | 237164277 | $114,969 | $0 | UNRESTRICTED |
| ZION UNITED METHODIST CHURCH | |||||||
| 612 LOCUST STREET | CAMBRIDGE | MD | 21613 | $114,969 | $0 | UNRESTRICTED | |
| FOR ALL SEASONS INC | |||||||
| 300 TALBOT ST | EASTON | MD | 21601 | 521496434 | $99,668 | $0 | PROGRAMS |
| COMPASS REGIONAL HOSPICE | |||||||
| 160 COURSEVALL DRIVE | CENTREVILLE | MD | 21617 | 521414892 | $82,787 | $0 | PROGRAMS |
| YMCA OF THE CHESAPEAKE | |||||||
| 111-1 EAST DOVER STREET | EASTON | MD | 21601 | 520646895 | $77,925 | $0 | PROGRAMS/FINANCIAL AID |
| ST MARTIN'S MINISTRIES | |||||||
| PO BOX 996 | RIDGELY | MD | 21660 | 521913676 | $69,700 | $0 | PROGRAMS |
| VESTRY OF WYE PARISH | |||||||
| PO BOX 98 | WYE MILLS | MD | 21679 | $57,706 | $0 | PRESERVATION | |
| WASHINGTON COLLEGE | |||||||
| 300 WASHINGTON AVENUE | CHESTERTOWN | MD | 21620 | 520591691 | $53,929 | $0 | UNRESTRICTED |
| CHESTERWYE FOUNDATION INC | |||||||
| PO BOX 121 | QUEENSTOWN | MD | 21658 | 521285131 | $53,429 | $0 | UNRESTRICTED |
| CHESAPEAKE COLLEGE FOUNDATION | |||||||
| PO BOX 8 | WYE MILLS | MD | 21679 | 521104909 | $52,429 | $0 | UNRESTRICTED |
| UM MEMORIAL HOSPITAL FOUNDATION | |||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 521282080 | $48,000 | $0 | PROGRAMS |
| COUNTRY SCHOOL | |||||||
| 716 GOLDSBOROUGH ST | EASTON | MD | 21601 | 520591569 | $45,299 | $0 | CAPITAL CAMPAIGN/PROGRAMS |
| TALBOT HOSPICE FOUNDATION INC | |||||||
| 586 CYNWOOD DR | EASTON | MD | 21601 | 521227747 | $44,550 | $0 | PROGRAMS |
| TRINITY LUTHERAN CHURCH | |||||||
| 1100 PHILADELPHIA ROAD | JOPPA | MD | 21085 | 520799211 | $44,241 | $0 | UNRESTRICTED |
| SANDHILLS COMMUNITY COLLEGE FOUNDATION | |||||||
| 3395 AIRPORT RD | PINEHURST | NC | 28374 | 560946799 | $43,957 | $0 | UNRESTRICTED |
| RADCLIFFE CREEK SCHOOL INC | |||||||
| 201 TALBOT BLVD | CHESTERTOWN | MD | 21620 | 521970233 | $41,795 | $0 | PROGRAMS/FINANCIAL AID |
| DELMARVA COMMUNITY SERVICES INC | |||||||
| 2450 CAMBRIDGE BELTWAY | CAMBRIDGE | MD | 21613 | 521000521 | $40,000 | $0 | PROGRAMS |
| CASA OF THE MIDSHORE | |||||||
| 1 SOUTH WASHINGTON ST | EASTON | MD | 21601 | 521568597 | $38,600 | $0 | PROGRAMS |
| CHESAPEAKE MULTICULTURAL RESOURCE CENTER INC | |||||||
| 20 BAY STREET | EASTON | MD | 21601 | 460893377 | $36,896 | $0 | PROGRAMS |
| ACADEMY ART MUSEUM | |||||||
| 106 SOUTH STREET | EASTON | MD | 21601 | 526051766 | $34,000 | $0 | PROGRAMS |
| CHRIST CHURCH | |||||||
| PO BOX S | ST MICHAELS | MD | 21663 | $32,531 | $0 | CAPITAL CAMPAIGN | |
| BRIDGES AT WORTHMORE | |||||||
| 11570 STILL POND RD | WORTON | MD | 21678 | 200821265 | $30,553 | $0 | ANIMAL CARE |
| SHORERIVERS | |||||||
| 114 SOUTH WASHINGTON ST | EASTON | MD | 21601 | 263187608 | $28,655 | $0 | PROGRAMS |
| PEACE CENTER FOUNDATION | |||||||
| 101 WEST BROAD ST | GREENVILLE | SC | 29601 | 570811297 | $25,000 | $0 | PROGRAMS |
| TALBOT HUMANE | |||||||
| PO BOX 1143 | EASTON | MD | 21601 | 520636395 | $24,339 | $0 | PROGRAMS |
| HABITAT FOR HUMANITY CHOPTANK | |||||||
| 29350 MAPLE AVE | TRAPPE | MD | 21673 | 521785188 | $24,000 | $0 | PROGRAMS |
| EASTON VOLUNTEER FIRE DEPARTMENT | |||||||
| 315 AURORA PARK DRIVE | EASTON | MD | 21601 | 526054232 | $23,285 | $0 | FACILITY IMPROVEMENTS |
| CHESTERTOWN RIVERARTS | |||||||
| 315 HIGH STREET | CHESTERTOWN | MD | 21620 | 521467733 | $22,638 | $0 | PROGRAMS |
| CHESAPEAKE CULINARY CENTER | |||||||
| 512 FRANKLIN ST | DENTON | MD | 21629 | 201592697 | $22,105 | $0 | PROGRAMS |
| BAYWATER ANIMAL RESCUE | |||||||
| 4930 BUCKTOWN RD | CAMBRIDGE | MD | 21613 | 520901622 | $20,959 | $0 | FACILITY IMPROVEMENTS |
| EE STREETS MEMORIAL POST 5118 | |||||||
| 355 GLEBE RD | EASTON | MD | 21601 | $20,008 | $0 | PROGRAMS | |
| VIETNAM VETERANS OF AMERICA CHAPTER #648 | |||||||
| PO BOX 645 | EASTON | MD | 21601 | 132929110 | $20,008 | $0 | PROGRAMS |
| ANCHOR POINT INC | |||||||
| 902 PEACHBLOSSOM AVENUE | CAMBRIDGE | MD | 21613 | 262090520 | $20,000 | $0 | PROGRAMS |
| MARYLAND FOOD BANK EASTERN SHORE | |||||||
| 28500 OWENS BRANCH ROAD | SALISBURY | MD | 21801 | 521135690 | $20,000 | $0 | PROGRAMS |
| ST MICHAELS MUSEUM AT ST MARY'S SQUARE INC | |||||||
| PO BOX 714 | ST MICHAELS | MD | 21663 | 521054640 | $20,000 | $0 | TECHNOLOGY UPGRADES |
| SUN VALLEY FILM FESTIVAL INC | |||||||
| PO BOX 3471 | SUN VALLEY | ID | 83353 | 611667380 | $20,000 | $0 | PROGRAMS |
| HORIZONS OF KENT AND QUEEN ANNE'S | |||||||
| 116-B SOUTH LYNCHBURG ST | CHESTERTOWN | MD | 21620 | 461800850 | $20,637 | $0 | PROGRAMS |
| TALBOT COMMUNITY CONNECTIONS | |||||||
| PO BOX 2615 | EASTON | MD | 21601 | 010580596 | $18,000 | $0 | PROGRAMS |
| UPPER SHORE AGING INC | |||||||
| 100 SCHAUBER ROAD | CHESTERTOWN | MD | 21620 | 521014383 | $17,045 | $0 | PROGRAMS |
| UNITED FUND OF TALBOT COUNTY | |||||||
| PO BOX 741 | EASTON | MD | 21601 | 526056332 | $16,829 | $0 | PROGRAMS |
| CAROLINE COUNTY PUBLIC SCHOOLS | |||||||
| 204 FRANKLIN ST | DENTON | MD | 21629 | $15,000 | $0 | FOOD PROGRAMS | |
| MID-SHORE PRO BONO INC | |||||||
| 8 SOUTH WEST ST | EASTON | MD | 21601 | 161779280 | $14,900 | $0 | PROGRAMS |
| CAROLINE COUNTY HUMANE SOCIETY | |||||||
| 407 W BELL ST | RIDGELY | MD | 21660 | 521528421 | $14,605 | $0 | PROGRAMS |
| CRITCHLOW ADKINS CHILDREN'S CENTER | |||||||
| 133 NORTH WASHINGTON ST | EASTON | MD | 21601 | 237404362 | $13,755 | $0 | PROGRAMS |
| KENT AGRICULTURAL CENTER INC | |||||||
| PO BOX 386 | CHESTERTOWN | MD | 21620 | 521279539 | $13,341 | $0 | ANIMAL CARE |
| BAY AREA COMMUNITY CHURCH - EASTON | |||||||
| 884 CHESTERFIELD ROAD | ANNAPOLIS | MD | 21401 | 521537936 | $13,000 | $0 | PROGRAMS |
| CHESAPEAKE BAY MARITIME MUSEUM | |||||||
| PO BOX 636 | ST MICHAELS | MD | 21663 | 237051889 | $12,886 | $0 | PROGRAMS |
| KENT SCHOOL | |||||||
| 6788 WILKINS LANE | CHESTERTOWN | MD | 21620 | 520856397 | $12,518 | $0 | PROGRAMS |
| MID SHORE COMMUNITY MEDIATION CENTER | |||||||
| 300 TALBOT ST | EASTON | MD | 21601 | 202779553 | $12,500 | $0 | PROGRAMS |
| ROAD SCHOLAR | |||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | 042632526 | $12,500 | $0 | PROGRAMS |
| KENT ISLAND FEDERATION OF ARTS INC | |||||||
| 405 MAIN ST | STEVENSVILLE | MD | 21666 | 521292410 | $12,450 | $0 | PROGRAMS |
| NEW BEGINNINGS YOUTH AND FAMILY SERVICES INC | |||||||
| 522 GREENWOOD AVENUE | CAMBRIDGE | MD | 21613 | 522093660 | $12,445 | $0 | PROGRAMS |
| CRU | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | 330863088 | $12,300 | $0 | PROGRAMS |
| SULTANA EDUCATION FOUNDATION | |||||||
| PO BOX 524 | CHESTERTOWN | MD | 21620 | 522021090 | $12,198 | $0 | PROGRAMS |
| TALBOT COUNTY PUBLIC SCHOOLS | |||||||
| PO BOX 1029 | EASTON | MD | 21601 | 690520051 | $12,174 | $0 | PROGRAMS |
| PICKERING CREEK AUDUBON CENTER | |||||||
| 11450 AUDUBON LANE | EASTON | MD | 21601 | 521038833 | $12,100 | $0 | PROGRAMS |
| CAMBRIDGE COLD WEATHER SHELTER INC | |||||||
| 1000 GOODWILL AVENUE | CAMBRIDGE | MD | 21613 | 820887652 | $12,000 | $0 | PROGRAMS |
| HAVEN MINISTRIES | |||||||
| PO BOX 44 | CHESTER | MD | 21619 | 271048008 | $11,500 | $0 | PROGRAMS |
| KENT CONSERVATION AND PRESERVATION ALLIANCE | |||||||
| 861 WASHINGTON AVE | CHESTERTOWN | MD | 21620 | 473751617 | $10,919 | $0 | PROGRAMS |
| ACE MENTOR PROGRAM OF MARYLAND'S EASTERN SHORE | |||||||
| 102 EAST DOVER ST | EASTON | MD | 21601 | 510465877 | $10,470 | $0 | PROGRAMS |
| TEMPLE B'NAI ISRAEL | |||||||
| 7199 TRISTAN DRIVE | EASTON | MD | 21601 | $10,250 | $0 | PROGRAMS | |
| GARFIELD CENTER FOUNDATION INC | |||||||
| 210 HIGH ST | CHESTERTOWN | MD | 21620 | 522343419 | $10,100 | $0 | PROGRAMS |
| CHESAPEAKE CENTER INC | |||||||
| PO BOX 1906 | EASTON | MD | 21601 | 520849528 | $10,000 | $0 | PROGRAMS |
| CULINARY INSTITUTE OF AMERICA | |||||||
| 1946 CAMPUS DRIVE | HYDE PARK | NY | 12538 | 060653264 | $10,000 | $0 | SCHOLARSHIP |
| DORCHESTER CHAMBER FOUNDATION INC | |||||||
| 528 POLAR ST | CAMBRIDGE | MD | 21613 | 522267791 | $10,000 | $0 | SCHOLARSHIP |
| DORCHESTER COUNTY FAMILY YMCA | |||||||
| 201 TALBOT AVE | CAMBRIDGE | MD | 21613 | 521359653 | $10,000 | $0 | FINANCIAL AID |
| EASTERN SHORE AREA HEALTH EDUCATION CENTER INC | |||||||
| 814 CHESAPEAKE DRIVE | CAMBRIDGE | MD | 21613 | $10,000 | $0 | PROGRAMS | |
| KEY SCHOOL INC | |||||||
| 534 HILLSMERE DRIVE | ANNAPOLIS | MD | 21403 | 520701774 | $10,000 | $0 | ENDOWMENT |
| MARYLAND ASSOCIATION FOR PARKINSON SUPPORT | |||||||
| PO BOX 450 | BROOKLANDVILLE | MD | 21022 | 463905854 | $10,000 | $0 | PROGRAMS |
| MINDFULLY ANCHORED INC | |||||||
| 5295 SAFE HARBOR WAY | SALISBURY | MD | 21801 | 472913509 | $10,000 | $0 | PROGRAMS |
| QUEEN ANNE'S COUNTY HISTORICAL SOCIETY | |||||||
| 124 SOUTH COMMERCE ST | CENTREVILLE | MD | 21617 | 526049578 | $10,000 | $0 | PROGRAMS |
| TRAVIS MANION FOUNDATION | |||||||
| PO BOX 1485 | DOYLESTOWN | PA | 18901 | 412237951 | $10,000 | $0 | PROGRAMS |
| MID-SHORE RECOVERING VETERANS | |||||||
| 102 EAST DOVER ST | EASTON | MD | 21601 | 521782373 | $9,385 | $0 | PROGRAMS |
| EASTON MIDDLE SCHOOL | |||||||
| 201 PEACHBLOSSOM ROAD | EASTON | MD | 21601 | $9,201 | $0 | PROGRAMS | |
| KENNARD ALUMNI ASSOCIATION INC | |||||||
| PO BOX 213 | CENTREVILLE | MD | 21617 | 300137016 | $8,773 | $0 | PROGRAMS |
| DORCHESTER COUNTY COMMISSION ON AGING - PLEASANT DAY | |||||||
| 2474 CAMBRIDGE BELTWAY | CAMBRIDGE | MD | 21613 | 521160287 | $8,750 | $0 | PROGRAMS |
| TALBOT MENTORS INC | |||||||
| 108 MARYLAND AVENUE | EASTON | MD | 21601 | 522027082 | $8,745 | $0 | PROGRAMS |
| KENT COUNTY ARTS COUNCIL INC | |||||||
| PO BOX 330 | CHESTERTOWN | MD | 21620 | 521236800 | $8,500 | $0 | PROGRAMS |
| TALBOT INTERFAITH SHELTER INC | |||||||
| 107 GOLDSBORO ST | EASTON | MD | 21601 | 264629046 | $8,500 | $0 | PROGRAMS |
| MENTAL HEALTH ASSOCIATION OF THE EASTERN SHORE | |||||||
| 300 TALBOT ST | EASTON | MD | 21601 | 520730716 | $8,448 | $0 | PROGRAMS |
| CAREPACKS TALBOT COUNTY | |||||||
| 102 EAST DOVER ST | EASTON | MD | 21601 | 521782373 | $8,445 | $0 | PROGRAMS |
| SUDLERSVILLE COMMUNITY BETTERMENT CLUB INC | |||||||
| PO BOX 2 | SUDLERSVILLE | MD | 21668 | 237363738 | $8,147 | $0 | PROGRAMS |
| TALBOT COUNTY DEPARTMENT OF PARKS AND RECREATION | |||||||
| 10028 OCEAN GATEWAY | EASTON | MD | 21601 | $7,680 | $0 | FINANCIAL AID | |
| ST MICHAELS MIDDLEHIGH SCHOOL | |||||||
| 200 SEYMOUR AVE | ST MICHAELS | MD | 21663 | $7,593 | $0 | PROGRAMS | |
| MARYLAND KEYMAKERS INC | |||||||
| 5532 BONNIE BROOK ROAD | CAMBRIDGE | MD | 21613 | 262690264 | $7,500 | $0 | PROGRAMS |
| WYE RIVER UPPER SCHOOL | |||||||
| 316 SOUTH COMMERCE DRIVE | CENTREVILLE | MD | 21617 | 352166557 | $7,500 | $0 | FINANCIAL AID |
| YOUNG AUDIENCES ARTS FOR LEARNING | |||||||
| 2600 NORTH HOWARD ST | BALTIMORE | MD | 21218 | 520698849 | $7,500 | $0 | PROGRAMS |
| LEAGUE OF WOMEN VOTERS OF KENT COUNTY MD | |||||||
| PO BOX 374 | CHESTERTOWN | MD | 21620 | 521289463 | $7,060 | $0 | EDUCATION |
| FIRE PRAYER MINISTRY | |||||||
| 6000 STEVENSON AVE | ALEXANDRIA | VA | 22304 | 453735000 | $7,000 | $0 | PROGRAMS |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 733 NORTH BROADWAY | BALTIMORE | MD | 21205 | 520595110 | $6,800 | $0 | PROGRAMS |
| BENEDICTINE FOUNDATION | |||||||
| 14299 BENEDICTINE LANE | RIDGELY | MD | 21660 | 521479494 | $6,555 | $0 | PROGRAMS |
| NEIGHBORHOOD SERVICE CENTER | |||||||
| 126 PORT STREET | EASTON | MD | 21601 | 520982396 | $6,231 | $0 | PROGRAMS |
| CHAPEL DISTRICT ELEMENTARY SCHOOL | |||||||
| 11430 CORDOVA ROAD | CORDOVA | MD | 21625 | $6,068 | $0 | PROGRAMS | |
| QUEEN ANNE'S COUNTY ARTS COUNCIL INC | |||||||
| 206 SOUTH COMMERCE ST | CENTREVILLE | MD | 21617 | 521160383 | $6,000 | $0 | PROGRAMS |
| REALLY GREAT CATS RESCUE INC | |||||||
| PO BOX 363 | CHESTERTOWN | MD | 21620 | 521160383 | $6,000 | $0 | PROGRAMS |
| SALVATION ARMY | |||||||
| 200 WASHINGTON ST | CAMBRIDGE | MD | 21613 | 520591457 | $6,000 | $0 | HOMELESS SHELTER |
| FREEDOM ROWERS INC | |||||||
| PO BOX 3086 | EASTON | MD | 21601 | 800120206 | $5,806 | $0 | PROGRAMS |
| NATIONAL MUSIC FESTIVAL | |||||||
| PO BOX 284 | CHESTERTOWN | MD | 21620 | 274284348 | $5,700 | $0 | PROGRAMS |
| CHARACTER COUNTS MID-SHORE INC | |||||||
| 108 MARYLAND AVENUE | EASTON | MD | 21601 | 010568122 | $5,560 | $0 | PROGRAMS |
| CHESAPEAKE MUSIC | |||||||
| PO BOX 461 | EASTON | MD | 21601 | 521607175 | $5,500 | $0 | PROGRAMS |
| JUNIOR ACHIEVEMENT OF THE EASTERN SHORE INC | |||||||
| 123-C CAMDEN ST | SALISBURY | MD | 21801 | 841267604 | $5,300 | $0 | PROGRAMS |
| TILGHMAN AREA YOUTH ASSOCIATION INC | |||||||
| PO BOX 55 | TILGHMAN | MD | 21671 | 450650952 | $13,640 | $0 | PROGRAMS |
| BAAM INC | |||||||
| PO BOX 1066 | EASTON | MD | 21601 | 841677829 | $5,000 | $0 | PROGRAMS |
| BARBABAS AND PARTNERS | |||||||
| 3716 MERRIFIELD ROAD | CHARLOTTE | NC | 28211 | 460529939 | $5,000 | $0 | PROGRAMS |
| CAMBRIDGE MAIN STREET | |||||||
| 505 POPLAR ST | CAMBRIDGE | MD | 21613 | 521965201 | $5,000 | $0 | PROGRAMS |
| CHESAPEAKE FILM FESTIVAL | |||||||
| 101 MARLBORO AVE | EASTON | MD | 21601 | 273268440 | $5,000 | $0 | PROGRAMS |
| COVENANT COLLEGE | |||||||
| 14049 SCENIC HIGHWAY | LOOKOUT MOUNTAIN | GA | 30750 | 430719506 | $5,000 | $0 | SCHOLARSHIP |
| EMMANUEL EPISCOPAL CHURCH | |||||||
| 100 CROSS STREET | CHESTERTOWN | MD | 21620 | 237301918 | $10,000 | $0 | PRESERVATION |
| FARMERS AND HUNTERS FEEDING THE HUNGRY | |||||||
| PO BOX 323 | WILLIAMSPORT | MD | 21795 | 522151919 | $5,000 | $0 | PROGRAMS |
| FREDERICK DOUGLASS HONOR SOCIETY | |||||||
| 102 EAST DOVER ST | EASTON | MD | 21601 | 521782373 | $5,000 | $0 | PROGRAMS |
| GARRETT COMMUNITY COLLEGE FOUNDATION | |||||||
| 687 MOSSER ROAD | MCHENERY | MD | 21541 | 521270802 | $5,000 | $0 | PROGRAMS |
| GUNSTON SCHOOL | |||||||
| PO BOX 200 | CENTREVILLE | MD | 21617 | 520614282 | $5,000 | $0 | PROGRAMS |
| HEART OF CHESAPEAKE COUNTRY HERITAGE AREA | |||||||
| 2 ROSE HILL PLACE | CAMBRIDGE | MD | 21613 | 526000933 | $5,000 | $0 | PROGRAMS |
| MASSEY AIR MUSEUM INC | |||||||
| 33541 MARLAND LINE ROAD | MASSEY | MD | 21650 | 371454652 | $5,000 | $0 | PROGRAMS |
| NAACP - TALBOT COUNTY BRANCH | |||||||
| PO BOX 716 | EASTON | MD | 21601 | 526074664 | $5,000 | $0 | PROGRAMS |
| NANTICOKE HISTORIC PRESERVATION ALLIANCE INC | |||||||
| 5606 ROSS NECK ROAD | CAMBRIDGE | MD | 21613 | 204270614 | $5,000 | $0 | PROGRAMS |
| TALBOT COUNTY ARTS COUNCIL INC | |||||||
| PO BOX 6 | EASTON | MD | 21601 | 521532573 | $5,000 | $0 | PROGRAMS |
| THIRD HAVEN FRIENDS MEETING | |||||||
| PO BOX 2379 | EASTON | MD | 21601 | 520689918 | $5,000 | $0 | PRESERVATION |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS - CASH BASIS - PAID DURING FISCAL YEAR | GrantTypeTxt |
| Recipient | 265 | RecipientCnt |
| Cash Grant | $838,159 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I: PART 1, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUESTS REPORTS ON GRANTS BE SUBMITTED WITHIN 12 MONTHS OF THE GRANT. IN ADDITION FOUNDATION REPRESENTATIVES MAKE PERIODIC SITE VISITS TO THE RECIPIENT ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1B | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PAYS FOR THE COUNTRY CLUB AND ROTARY DUES OF THE FOUNDATION'S PRESIDENT. AMONG HIS LIST OF RESPONSIBILITIES IS TO PROMOTE THE FOUNDATION AND WORK TO SOLICIT CHARITABLE CONTRIBUTIONS FOR THE FOUNDATION. THE COUNTRY CLUB AND ROTARY MEMBERSHIPS ARE CONSIDERED AN EFFECTIVE WAY TO ASSIST IN THE ACCOMPLISHMENT OF THESE OBJECTIVES. BUCK DUNCAN | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $685,680 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | CEMETARY PLOT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,995 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING THE FORM 990, A COPY IS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR INSPECTION. THE BOARD CONSISTS OF SEVERAL MEMBERS WHO ARE CERTIFIED PUBLIC ACCOUNTANTS AND LAWYERS WHO ARE FAMILIAR WITH THE FILING REQUIREMENTS OF THE FOUNDATION. IN ADDITION, THE FORM 990 IS ALSO PROVIDED TO TWO COMMITTEES OF THE BOARD FOR THEIR REVIEW OF THE INFORMATION. THE TWO COMMITTEES ARE THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE. BEFORE FILING THE FORM 990, THE EXECUTIVE COMMITTEE WILL VOTE THAT IT BE ACCEPTED AND APPROVED FOR SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST STATEMENT IS PRESENTED TO EACH NEW BOARD MEMBER FOR SIGNATURE AT THEIR ORIENTATION. A FOLDER OF SIGNED STATEMENT IS MAINTAINED AND REVIEWED ANNUALLY TO CONFIRM COMPLIANCE BY EACH BOARD MEMBER. THE STATEMENT INCLUDES A REQUIREMENT THAT THE BOARD MEMBER ALERT THE FOUNDATION OF ANY CHANGES THAT MAY OCCUR WHILE THEY ARE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE ESTABLISHES A SUGGESTED COMPENSATION PACKAGE FOR THE KEY EMPLOYEES. THE BASIS FOR STRUCTURING THE COMPENSATION REVOLVES AROUND INFORMATION AVAILABLE FROM OTHER LOCAL NOT-FOR-PROFIT ORGANIZATIONS WHICH BOARD MEMBERS MAY BE FAMILIAR WITH ALONG WITH THE BUDGETARY GUIDELINES TO WHICH THE FOUNDATION ADHERES. THE EXECUTIVE COMMITTEE COMPENSATION RECOMMENDATION IS THEN APPROVED BY THE FOUNDATION BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THESE DOCUMENTS ARE AVAILABLE ON THE WEBSITE OR UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 110,926. CHANGE IN CHARITABLE REMAINDER TRUST RECEIVABLE 111,297. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF OF AN INDEPENDENT ACCOUNTANT. DURING THE TAX YEAR, THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS. |