2018-05-02T11:28:16-05:00 2017-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 36 SOUTH CHARLES ST 18TH FLOOR BALTIMORE MD 21201 990 2016-07-01 521066144 KESWICK FOUNDATION INC KESW 4102358860 700 W 40TH STREET BALTIMORE MD 21211 ERIC TURNBAUGH CFO 4102358860 2018-05-02 1 JAMES E CRISP P00025401 4106855512 2018-03-29 64.132.215.242 2018-05-02 12:28:10 ED P 84FDC7D95D3A57A8B98E70CBC880101486A61825 7ED660B1DA5B7572EB4EFB1F9341951127F9693C 2016 2021-01-29 14:40:06Z X ERIC TURNBAUGH 700 W 40TH STREET BALTIMORE MD 21211 81922539 0 X N/A X 1976 MD PROVIDES FINANCIAL SUPPORT TO KESWICK MULTI-CARE CENTER, INC. 11 11 0 0 0 -491144 5000 5000 0 5647686 7618671 0 5652686 7623671 5771710 5605887 0 0 0 0 1050656 879630 6822366 6485517 -1169680 1138154 179777902 199531135 23188 46705 179754714 199484430 TO PROVIDE FINANCIAL SUPPORT FOR KESWICK MULTI-CARE CENTER, INC., AND FOR ACTIVITIES AND PROGRAMS THAT BENEFIT KESWICK MULTI-CARE CENTER, INC., BY RECEIVING, INVESTING AND ADMINISTERING ENDOWMENT FUNDS AND OTHER ASSETS. 0 0 5605887 5605887 NURSING HOME CARE - KESWICK FOUNDATION MANAGES THE ASSETS OF THE CORPORATION AND SUPPORTED PROGRAMS AT KESWICK MULTI-CARE FOR THE BENEFIT OF ITS RESIDENTS. 5605887 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 0 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 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD FL IL X THE BUSINESS OFFICE 4102358860 700 W 40TH STREET BALTIMORE MD 21211 X 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 BOYNE DIRECTOR 2.00 X 0 0 0 BERNARD HIRL 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 H JAMES SMITH III DIRECTOR 2.00 X 0 0 0 LENWOOD M IVEY PHD DIRECTOR 2.00 X 0 0 0 GRAYLIN E SMITH DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 BROWN ADVISORY 901 SOUTH BOND STREET SUITE 400 BALTIMORE MD 21231 INVESTMENT ADVISORS 188386 EAGLE CAPITAL MANAGEMENT 499 PARK AVENUE NEW YORK NY 10022 INVESTMENT ADVISORS 153709 2 5000 5000 4040629 4040629 77876910 74298868 3578042 3578042 3578042 7623671 0 0 7618671 5605887 5605887 3773 3773 4800 4800 836577 836577 2647 2647 821 821 OTHER EXPENSES 22065 22065 UBIT TAX 8847 8847 ADMIN EXPENSE 100 100 6485517 5605887 879630 0 16633168 3634779 223182 231284 2389516 2389516 124519948 146357482 36012088 46918074 179777902 199531135 23188 24500 0 22205 23188 46705 X 148288493 165352516 15514206 18179899 15952015 15952015 179754714 199484430 179777902 199531135 1138154 18591562 0 X X 0 1 X 1 0 X X 1 KESWICK MULTI-CARE CENTER 520591485 3 1 4115550 0 1 4115550 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 28335289 4104383 -1713373 30726299 30146103 -905646 -905168 28335289 30652868 877624 -1384389 30146103 26635825 4017635 -592 30652868 23753493 3532440 -650108 26635825 0.52000 0.48000 0 0 0 REAL ESTATE PARTNERSHIPS 4941494 F PRIVATE EQUITY INVESTMENT PARTNERSHIPS 27557302 F HEDGE FUND PARTNERSHIPS 14419278 F 46918074 DUE TO RELATED PARTY 22205 22205 X 25378656 18591562 18591562 6787094 836577 836577 7623671 5648940 0 5648940 836577 836577 6485517 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) 4115505 PROGRAM AND OPERATING SUPPORT KESWICK COMMUNITY HEALTH INC 700 W 40TH STREET BALTIMORE MD 21211 810877455 501(C)(3) 1439797 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) 13500 SCHOLARSHIPS CLARK ATLANTA UNIVERSITY 223 JAMES P BRAWLEY DR SW ATLANTA GA 30314 581825259 501(C)(3) 7200 SCHOLARSHIPS 6 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. 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 0.00000 0.03600 0 0 1 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 THE 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. FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE IN THE AUDIT COMMITTEE PROCESS FROM THE PRIOR YEAR. 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 4115550 FMV KESWICK COMMUNITY HEALTH INC B 1439797 FMV KESWICK MULTI-CARE INC D 2389516 FMV