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ARTHUR W PERDUE FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ARTHUR W PERDUE FOUNDATION INC (EIN 52-6054332)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-02
IRS object ID
201541839349100719
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-07-02T14:34:05-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526054332EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Arthur W Perdue Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlARTHBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames A PerduePersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-06-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,146,657FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$720,419DividendsRevAndExpnssAmt
Dividends Net Invst Incm$720,419DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,744,293NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,024,730GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,744,293CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,464,712TotalRevAndExpnssAmt
Total Net Invst Incm$2,464,712TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$25,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$25,000OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,913PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$1,913PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$40,224OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34,924OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,300OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$50,589TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$25TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$25TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$903PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$903PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$71,827OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$71,827OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$190,481TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,924TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$104,968TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$921,399ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$921,399ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,111,880TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,924TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,026,367TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,352,832ExcessRevenueOverExpensesAmt
Net Investment Income$2,429,788NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$21,447,786CorporateStockBOYAmt
Corporate Stock EOY$22,800,618CorporateStockEOYAmt
Corporate Stock EOYFMV$26,146,657CorporateStockEOYFMVAmt
Total Assets BOY$21,447,786TotalAssetsBOYAmt
Total Assets EOY$22,800,618TotalAssetsEOYAmt
Total Assets EOYFMV$26,146,657TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$21,447,786RetainedEarningBOYAmt
Retained Earning EOY$22,800,618RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,447,786TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,800,618TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,447,786TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,800,618TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,447,786TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,352,832ExcessRevenueOverExpensesAmt
Subtotal$22,800,618SubtotalAmt
Tot Net Ast Or Fund Balances EOY$22,800,618TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$13,024,730GrossSalesPriceAmt
Cost Or Other Basis$11,280,437CostOrOtherBasisAmt
Gain Or Loss$1,744,293GainOrLossAmt
Gains Minus Excess Or Losses$1,744,293GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,744,293CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,118,259AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,677,709NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045315DistributionYr1Rt
Adjusted Qlfy Distri Yr2$871,428AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$23,373,258NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037283DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,848,592AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$23,996,463NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.118709DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,736,642AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$22,832,676NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.119856DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,549,711AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$19,892,597NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.128174DistributionYr5Rt
Total Distribution0.449337TotalDistributionRt
Average Distribution0.089867AverageDistributionRt
Net Vl Noncharitable Assets$25,876,190NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,325,416AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$24,298NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,349,714AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,026,367QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$48,596InvestmentIncomeExciseTaxAmt
Subtotal$48,596SubtotalAmt
Tax Based On Investment Income$48,596TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$47,000EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$2,811AppliedToEsTaxAmt
Total Payments And Credits$49,811TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,215OverpaymentAmt
Applied To ES Tax$1,215AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Mark Garth
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir / Sec / Treas1.0$0
Anne P Oliviero
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir0$0
James A Perdue
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir1.0$0
Mary H Perdue
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0
Sandra Spedden
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0
Whitney M Van Der Hyde
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 Walls Drive 3rd FloorAddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Service TypeAdministrativeServiceTypeTxt
Compensation$71,787CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,266,908AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,336AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,270,244TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$26,270,244AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$394,054CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,876,190NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,293,810MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,293,810MinimumInvestmentReturnAmt
Tax Based On Investment Income$48,596TaxBasedOnInvestmentIncomeAmt
Total Tax$48,596TotalTaxAmt
Distributable Before Adj$1,245,214DistributableBeforeAdjAmt
Distributable Before Ded$1,245,214DistributableBeforeDedAmt
Distributable As Adjusted$1,245,214DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,026,367ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,026,367QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,026,367AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,245,214DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr5$193,507ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,624,780ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,673,231ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$3,491,518TotalExcessDistributionCyovAmt
Qualifying Distributions$1,026,367QualifyingDistributionsAmt
Applied To Current Year$1,026,367AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$218,847ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$218,847ExcessDistributionCyovAppCYAmt
Total Corpus$3,272,671TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,272,671ExcessDistriCyovToNextYrAmt
Excess From Year4$1,599,440ExcessFromYear4Amt
Excess From Year3$1,673,231ExcessFromYear3Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE FOR THE CHESAPEAKE BAY INC
501 6TH STANNAPOLISMD21403N/APCBusinesses for the Bay Initiative$10,000
ALLIANCE FOR THE CHESAPEAKE BAY INC
501 6TH STANNAPOLISMD21403N/APCProject Clean Stream$10,000
ALLIANCE FOR THE CHESAPEAKE BAY INC
501 6TH STANNAPOLISMD21403N/APCCharitable Event$5,000
AMERICAN CANCER SOCIETY INC
PO BOX 22718OKLAHOMA CITYOK73123N/APCPerdue Accomac Relay Team$1,000
AMERICAN CANCER SOCIETY INC
PO BOX 22718OKLAHOMA CITYOK73123N/APCPink Ribbon Classic Program$1,000
ATHLETES SERVING ATHLETES INC
PO BOX 4222LUTHERVILLEMD21094N/APCEastern Shore Chapter - Equipment Fund$10,000
ATLANTIC GENERAL HOSPITAL
9733 HEALTHWAY DRBERLINMD21811N/APCHealth Literacy Program$20,000
BEAVER DAM ELEMENTARY
183 US HWY 62 EBEAVER DAMKY42320N/APCOutdoor Shelter/Classroom$5,000
BEEBE MEDICAL CENTER INC
424 SAVANNAH RDLEWESDE19958N/APCCharitable Event$2,000
BIG BROTHERS BIG SISTERS
225 N HIGH STHARRISONBURGVA22802N/APCGeneral & Unrestricted$10,000
BOY SCOUTS OF AMERICA
100 W 10TH STWILMINGTONDE19801N/APCCharitable Event$2,500
BOYS & GIRLS CLUB OF FRANKLIN- SIMPSON INC
PO BOX 888FRANKLINKY42135N/APCGeneral & Unrestricted$10,000
BOYS & GIRLS CLUBS OF SOUTHERN MAINE
277 CUMBERLAND AVEPORTLANDME04101N/APCGeneral & Unrestricted$2,500
CHRISTIAN SHELTER INC
334 BARCLAY STSALISBURYMD21804N/APCGeneral & Unrestricted$5,000
CHRISTIAN SHELTER INC
334 BARCLAY STSALISBURYMD21804N/APCRe-Opening Project$10,000
L Durant
COASTAL CAROLINA UNIVERSITYCONWAYSC29528NoneIScholarship Grant$5,000PO BOX 261954
COMMUNITY FOUNDATION OF THE EASTERN SHORE INC
1324 BELMONT AVE NO 401SALISBURYMD21804N/APCBen's Red Swings for new improvements Fund$10,000
COMMUNITY FOUNDATION OF THE EASTERN SHORE INC
1324 BELMONT AVE NO 401SALISBURYMD21804N/APCRed, White and BOOM - Endowment Fund$2,500
DELAWARE CENTER FOR THE INLAND BAYS
39375 INLET RDREHOBOTHDE19971N/APCCharitable Event$2,500
DELAWARE SPECIAL OLYMPICS INC
619 S COLLEGE AVENEWARKDE19716N/APCTruck Convoy Project$7,750
DELAWARE TECHNICAL & COMMUNITY COLLEGE EDU FDN
100 CAMPUS DRDOVERDE19903N/ASO IIFood Safety Associate Degree Program$50,000
DELMAR PUBLIC LIBRARY
101 N BI STATE BLVDDELMARDE19940N/APCPledge Payment$5,000
DIAKONIA INC
12747 OLD BRIDGE RDOCEAN CITYMD21842N/APCGeneral & Unrestricted$500
EAST CAROLINA HEALTH
PO BOX 6028GREENVILLENC27835N/APCNon-denominational chapel and counseling room building fund$10,000
M Makar
EAST CAROLINA UNIVERSITYGREENVILLENC27858NoneIScholarship Grant$5,000G120 OLD CAFETERIA COMPLEX E 5TH ST
EASTERN SHORE COALITION AGAINST DOMESTIC VIOLENCE
PO BOX 3ONANCOCKVA23417N/APCGeneral & Unrestricted$10,000
ELEVEN 21 INC
7545 LEVIN DASHIELL RDHEBRONMD21830N/APCEPOCH Dream Center$5,000
FIRST PRINCIPLES INC
3317 HALLS HILL RDCRESTWOODKY40014N/APCGeneral & Unrestricted$10,000
FOOD BANK OF DELAWARE INC
14 GARFIELD WAYNEWARKDE19713N/APCStrike Out Hunger Payout Program$5,000
FOOD BANK OF DELAWARE INC
14 GARFIELD WAYNEWARKDE19713N/APCSummer Backpack Program in Sussex County$5,250
FOOD BANK OF DELAWARE INC
14 GARFIELD WAYNEWARKDE19713N/APCCharitable Event$1,000
FOODBANK OF SOUTHEASTERN VIRGINIA
800 TIDEWATER DRNORFOLKVA23504N/APCStrike Out Hunger Payout Program$5,000
FOODBANK OF SOUTHEASTERN VIRGINIA
800 TIDEWATER DRNORFOLKVA23504N/APCMobile Food Pantry Project$10,000
FOODBANK OF SOUTHEASTERN VIRGINIA
800 TIDEWATER DRNORFOLKVA23504N/APCStrike Out Hunger 2013 Match Initiative$5,000
FRIENDS OF THE GREENWOOD LIBRARY INC
PO BOX 839GREENWOODDE19950N/APCCapital Campaign$4,000
J Welch
GETTYSBURG COLLEGEGETTYSBURGPA17325NoneIScholarship Grant$5,000Campus Box 438 300 N Washington S
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STPORTLANDME04101N/APCGeneral & Unrestricted$1,000
HABITAT FOR HUMANITY INTERNATIONAL INC
PO BOX 1299EXMOREVA23350N/APCGeneral & Unrestricted$25,000
HEALTHY LEARNERS
2749 LAUREL STCOLUMBIASC29204N/ASO IGeneral & Unrestricted$5,000
HELP OUTREACH POINT OF ENTRY
129 BROAD STSALISBURYMD21801N/APCCommunity Emergency Shelter$500
HOME OF THE BRAVE FOUNDATION
6632 SHARPS RDMILFORDDE19963N/APCRepairs and Improvements Project$7,500
HOUSTON COUNTY SHERIFFS RESERVE UNIT
PO BOX 659HAWKINSVILLEGA31036N/APCVests Fund$8,484
C Wilderman
INDIANA UNIVERSITYBLOOMINGTONIN47405NoneIScholarship Grant$5,000FRANKLIN HALL 011 601 E KIRKWOOD
E Healy
INDIANA UNIVERSITYBLOOMINGTONIN47405NoneIScholarship Grant$5,000FRANKLIN HALL 011 601 E KIRKWOOD
INTERFAITH COMMUNITY OUTREACH INC
PO BOX 87NAGS HEADNC27959N/APCGeneral & Unrestricted$5,000
JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC
431 E DIAMOND AVEEVANSVILLEIN47711N/APCGeneral & Unrestricted$3,400
JUNIOR ACHIEVEMENT OF THE EASTERN SHORE
200 W MAIN STSALISBURYMD21801N/APC4th Grade Program$15,000
KIDS YULE LOVE INC
PO BOX 2011MACONGA31203N/APCGeneral & Unrestricted$2,500
LEBANON VALLEY VOLUNTEERS IN MEDICINE CLINIC
711 S 8TH STLEBANONPA17042N/APCGeneral & Unrestricted$5,000
LITTLE SISTERS OF JESUS AND MARY INC
PO BOX 1755SALISBURYMD21802N/APCEnergy Assistance Program$2,500
LOWER SHORE LAND TRUST INC
9931 OLD OCEAN CITY BLVDBERLINMD21811N/APCHabitat Restoration Program$10,000
LYME DISEASE RESEARCH FOUNDATION INC
10755 FALLS RD STE 200LUTHERVILLEMD21093N/APCGeneral & Unrestricted$6,250
MAC INCORPORATED
909 PROGRESS CIR STE 100SALISBURYMD21804N/APCCharitable Event$1,000
MAINE COLLEGE OF ART
522 CONGRESS STPORTLANDME04101N/APCScholarships Fund$2,500
MARCH OF DIMES
860 GREENBRIER CIR STE 502CHESAPEAKEVA23320N/APCAccomac Walk Team Initiative$1,000
MARYLAND FOOD BANK INC
2200 HALETHORPE FARMS RDBALTIMOREMD21227N/APCPack to Give Back Sponsorship - Eastern Shore Branch$10,000
MARYLAND FOOD BANK INC
2200 HALETHORPE FARMS RDBALTIMOREMD21227N/APCStrike Out Hunger Payout Program$5,000
MARYLAND FOOD BANK INC
2200 HALETHORPE FARMS RDBALTIMOREMD21227N/APCFor The Purchase of a Truck for the Eastern Shore Branch$12,500
MEALS ON WHEELS OF MIDDLE GEORGIA INC
PO BOX 6333MACONGA31208N/APCTo address the needs of seniors from Monroe and Houston Counties$4,875
MEHERRIN CHOWANOKE SERVICES INC
PO BOX SWINTONNC27986N/APCPow Wow Program$1,000
MEHERRIN INDIAN TRIBE
PO BOX 274AHOSKIENC27910N/APCCharitable Event$1,000
MILFORD HOUSING DEVELOPMENT CORPORATION
977 E MASTEN CIRMILFORDDE19963N/APCGeneral & Unrestricted$2,500
MINORITIES IN AGRICULTURE NATURAL RESOURCES
1720 PEACHTREE RD NWATLANTAGA30309N/APCCharitable Event$1,000
MPT FOUNDATION INC
11767 OWINGS MILLS BLVDOWINGS MILLSMD21117N/APCUnderwriting of Maryland Farm and Harvest Season 2$15,000
M Quick
NORTH CAROLINA STATE UNIVERSITYRALEIGHNC27695NoneIScholarship Grant$5,0002016 HARRIS HALL BOX 7302
J Zorn
NORTHWEST FLORIDA STATE COLLEGENICEVILLEFL32578NoneIScholarship Grant$5,000100 COLLEGE BLVD
ONE ECONOMY CORPORATION
6296 MCKENDREE RDDUNKIRKMD20754N/APCBertie County Hive House$20,000
OPERATION WE CARE INC
829 E WILLIAM STSALISBURYMD21804N/APCCharitable Event$1,000
PARSONSBURG FIRE CO INC
PO BOX 208PARSONSBURGMD21849N/APCFor The Purchase of a Mechanical CPR Device$13,000
PENINSULA REGIONAL MEDICAL CENTER
100 E CARROLL STSALISBURYMD21801N/APCCharitable Event$2,500
PORTLAND MUSEUM OF ART
7 CONGRESS SQPORTLANDME04101N/APCWinslow Homer Studio$2,000
PORTLAND OPERA REPERTORY THEATRE
PO BOX 7733PORTLANDME04112N/APCGeneral & Unrestricted$2,500
PREBLE STREET
38 PREBLE ST 3RD FLPORTLANDME04101N/APCTeen Center and Food Programs$1,500
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
5 COURT STMIDDLEBURYVT05753N/APCAnnual Fund$1,500
PTA MARYLAND CONGRESS BEAVER RUN ELEM
31481 OLD OCEAN CITY RDSALISBURYMD21804N/APCAlex Mitchell's Eagle Scout Project for the Beaver Run Elementary School Patio$4,000
REHOBOTH BAPTIST ASSOCIATION
744 LAKE JOY RDWARNER ROBINSGA31088N/APCWingate Camps$5,000
ROCKINGHAM COUNTY FAIR ASSOCIATION INC
4808 S VALLEY PIKEROCKINGHAMVA22801N/APCGeneral & Unrestricted$5,000
SALISBURY SCHOOL EDUCATIONAL FOUNDATION INC
6279 HOBBS RDSALISBURYMD21804N/APCGeneral & Unrestricted$3,000
SALISBURY SCHOOL INC
6279 HOBBS RDSALISBURYMD21804N/APCHorizons Program$2,500
SALISBURY SUBSTANCE ABUSE COMMUNITY CENTER INC
726 S SALISBURY BLVDSALISBURYMD21801N/APCGeneral & Unrestricted$6,667
C Dennis
SALISBURY UNIVERSITYSALISBURYMD21802NoneIScholarship Grant$5,000PO BOX 2195
SALVATION ARMY
407 OAK STSALISBURYMD21804N/APCFor the purchase of Tablets for West Salisbury Club$5,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCGeneral & Unrestricted$5,000
SEATTLE CHILDREN'S HOSPITAL FOUNDATION
MAIL STOP S-200 PO BOX 5371SEATTLEWA98145N/APCGeneral & Unrestricted$3,125
SEN GEORGE J MITCHELL SCHOLARSHIP RESEARCH INST
75 WASHINGTON AVE STE 2EPORTLANDME04101N/APCGeneral & Unrestricted$2,500
SKYLINE LITERACY
975 S HIGH STHARRISONBURGVA22801N/APCAdult Tutoring Program$2,500
SUSSEX CENTRAL HIGH SCHOOL
26026 PATRIOTS WAYGEORGETOWNDE19947N/APCCharitable Event$100
SUSSEX COMMUNITY CRISIS HOUSING SERVICES INC
204 E N STGEORGETOWNDE19947N/APCGeneral & Unrestricted$5,000
THE COMMUNITY FOUNDATION INC
7501 BOULDER VIEW DR STE 110N CHESTERFIELDVA23225N/APCFranklin P. Perdue Fund$20,000
THE GRANITE STATE CHILDREN'S ALLIANCE
2 WELLMAN AVE STE 140NASHUANH03064N/APCHillsborough Child Advocacy Center$2,500
THE NORTH CAROLINA A & T UNIVERSITY FOUNDATION INC
1601 E MARKET ST STE 400GREENSBORONC27411N/APCAnimal Science Scholarships Fund$10,000
THE UNITED WAY OF GREATER WATERBURY INC
PO BOX 2688WATERBURYCT06723N/APCGeneral & Unrestricted$3,125
UNITED SERVICE ORGANIZATIONS INC
PO BOX 96860WASHINGTONDC20077N/APCUSO Delaware - Operation Home Away from Home$5,000
UNITED WAY OF CENTRAL GEORGIA INC
PO BOX 1302MACONGA31202N/APCGeneral & Unrestricted$7,858
UNITED WAY OF CENTRAL GEORGIA INC
PO BOX 1302MACONGA31202N/APCPromise Neighborhood - Adult Education Program and Community Garden$20,500
UNITED WAY OF CENTRAL INDIANA INC
3901 N MERIDIAN STINDIANAPOLISIN46208N/APCGeneral & Unrestricted$250
UNITED WAY OF DAVIESS COUNTY INC
PO BOX 224WASHINGTONIN47501N/APCGeneral & Unrestricted$3,819
UNITED WAY OF DAVIESS COUNTY INC
PO BOX 224WASHINGTONIN47501N/APCWISH Program$5,000
UNITED WAY OF HARRISONBURG & ROCKINGHAM COUNTY INC
PO BOX 326HARRISONBURGVA22803N/APCGeneral & Unrestricted$1,904
UNITED WAY OF HOPEWELL PRINCE GEORGE
PO BOX 394HOPEWELLVA23860N/APCGeneral & Unrestricted$662
UNITED WAY OF NORTH CAROLINA
875 WALNUT ST STE 150CARYNC27511N/APCUnited Way of Richmond County$4,772
UNITED WAY OF NORTH CAROLINA
875 WALNUT ST STE 150CARYNC27511N/APCUnited Way of Richmond County$4,344
UNITED WAY OF THE LOWER EASTERN SHORE INC
801 N SALISBURY BLVD STE 202SALISBURYMD21801N/APCGeneral & Unrestricted$99,355
UNITED WAY OF THE LOWER EASTERN SHORE INC
801 N SALISBURY BLVD STE 202SALISBURYMD21801N/APCSponsorship of brochures and pledge forms printing$10,000
UNITED WAY OF THE LOWER EASTERN SHORE INC
801 N SALISBURY BLVD STE 202SALISBURYMD21801N/APCCharitable Event$1,500
UNITED WAY OF THE OHIO VALLEY INC
PO BOX 705OWENSBOROKY42302N/APCGeneral & Unrestricted$2,380
UNITED WAY OF VIRGINIAS EASTERN SHORE INC
PO BOX 605ONLEYVA23418N/APCGeneral & Unrestricted$7,065
W Wang
UNIVERSITY OF CHICAGOCHICAGOIL60637NoneIScholarship Grant$5,0001427 E 60TH ST STE 120
UNIVERSITY OF DELAWARE
83 E MAIN ST 3RD FLNEWARKDE19716N/APCGraduate Fellowship in the Department of Animal and Food Sciences$25,000
A Bagshaw
UNIVERSITY OF DELAWARENEWARKDE19716NoneIScholarship Grant$5,00030 LOVETT AVE
UNIVERSITY OF MARYLAND FOUNDATION INC
3300 METZEROTT RDADELPHIMD20783N/APCUMES - Perdue Scholarship Fund$10,000
UNIVERSITY OF MARYLAND FOUNDATION INC
3300 METZEROTT RDADELPHIMD20783N/APCUMES Alternative Spring Break Program$2,500
C Adams
UNIVERSITY OF NORTH CAROLINA AT CHACHAPEL HILLNC27514NoneIScholarship Grant$5,000PO BOX 309
B Jansen
UNIVERSITY OF NORTH CAROLINA AT WILWILMINGTONNC28403NoneIScholarship Grant$5,000601 S COLLEGE RD
A Hermes
UNIVERSITY OF SOUTHERN INDIANA FOUNEVANSVILLEIN47712NoneIScholarship Grant$5,0008600 UNIVERSITY BLVD
UNIVERSITY OF VIRGINIA ANNUAL FUND
PO BOX 400807CHARLOTTESVILLEVA22904N/APCSchool of Nursing$2,500
UPTOWN PERRY PARTNERSHIP INC
PO BOX 2030PERRYGA31069N/APCCharitable Event$1,000
VIRGINIA FOUNDATION FOR AGRICULTURE IN THE CLASS
PO BOX 27552RICHMONDVA23261N/APCGeneral & Unrestricted$2,500
WARREN COUNTY SCHOOLS
PO BOX 110WARRENTONNC27589N/APCRRVEC Robotics Pilot Program$15,000
WASHINGTON CARNEGIE PUBLIC LIBRARY
300 W MAIN STWASHINGTONIN47501N/APCSummer Reading Program$300
D Davis
WESLEY COLLEGE INCDOVERDE19901NoneIScholarship Fund$5,000120 N STATE ST
WEST PINE ELEMENTARY SCHOOL PARENT TEACHER ORG
272 ARCHIE RDWEST ENDNC27376N/APCTo fund the acquisition of a coop and chickens for the school garden$1,000
WICOMICO COUNTY BOARD OF EDUCATION
900 MOUNT HERMON RDSALISBURYMD21802N/APCDestination Imagination Global Finals Teams$600
WICOMICO COUNTY BOARD OF EDUCATION
900 MOUNT HERMON RDSALISBURYMD21802N/APCMentoring Program$4,064
WICOMICO COUNTY FREE LIBRARY INC
122 S DIVISION STSALISBURYMD21801N/APCSummer Reading Program$4,500
WICOMICO FARM & HOME SHOW INC
8428 RUM RIDGE RDDELMARMD21875N/APCCharitable Event$500
T Page
WINTHROP UNIVERSITYROCK HILLSC29733NoneIScholarship Grant$5,000701 OAKLAND AVE 19 TILLMAN HALL
WITNESS INTERNATIONAL INC
PO BOX 2797SALISBURYMD21802N/APCGeneral & Unrestricted$5,000
WOR-WIC COMMUNITY COLLEGE FOUNDATION
32000 CAMPUS DRSALISBURYMD21804N/APCHazel Center$30,000
WORCESTER COUNTY G O L D INC
299 COMMERCE STSNOW HILLMD21863N/APCEmergency Housing Fund$1,500
YOUNG MENS CHRISTIAN ASSOCIATION OF THE CHESAPEAKE
202 PEACH BLOSSOM LNEASTONMD21601N/APCMid Shore Family YMCA facility renovation and expansion$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$921,399TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$720,419ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,744,293ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,464,712ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,464,712TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD FTSE ALL-WORLD EX-US$7,640,483$7,292,867
VANGUARD INTERMEDIATE TERM INV$2,114,263$2,087,067
VANGUARD REIT INDEX FD ADMIRAL$1,951,123$2,114,876
VANGUARD SHORT-TERM CORPORATE$1,589,394$1,571,826
VANGUARD TOTAL BOND MARKET IND$4,205,485$4,190,114
VANGUARD TOTAL STOCK MARKET IN$5,299,870$8,889,907

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$71,787$71,787
MISCELLANEOUS EXPENSES$40$40

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$34,924$34,924
SCHOLARSHIP MANAGEMENT SVCS$3,500$3,500
Website Development$1,800$1,800

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2014$47,000
990-PF Excise Tax for 2013$3,589