CAROLINE FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CAROLINE FOUNDATION INC (EIN 52-0906348)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-22
- IRS object ID
- 202543569349300204
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-22T07:20:00-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520982413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSS MENDELSOHN & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PORTER STREET SUITE 500 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520906348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROLINE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 4103102030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 607 | AddressLine1Txt |
| City | DENTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21629 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY MEAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4103102030 | PhoneNum |
| Signature | 2025-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E CRISP | PreparerPersonNm |
| PTIN | P00025401 | PTIN |
| Phone | 4106855512 | PhoneNum |
| Preparation | 2025-12-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERRY MEAD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 607 | AddressLine1Txt |
| City | DENTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,629,364 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT BENEFIT THE LOCAL COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $366,202 | PYContributionsGrantsAmt |
| CY Contributions Grants | $601,796 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $297,251 | PYInvestmentIncomeAmt |
| CY Investment Income | $801,596 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $663,453 | PYTotalRevenueAmt |
| CY Total Revenue | $1,403,392 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $800,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $860,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $144,871 | PYOtherExpensesAmt |
| CY Other Expenses | $156,216 | CYOtherExpensesAmt |
| PY Total Expenses | $944,871 | PYTotalExpensesAmt |
| CY Total Expenses | $1,016,216 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$281,418 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $387,176 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,186,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,575,423 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,186,805 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,575,423 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT BENEFIT THE LOCAL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $903,122 | ExpenseAmt |
| Grant | $860,000 | GrantAmt |
| Desc | GRANTS TO NONPROFIT ORGANIZATIONS TO BENEFIT THE LOCAL COMMUNITY. | Desc |
| Total Program Service Expenses | $903,122 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103102030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 607 | AddressLine1Txt |
| City | DENTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TERRY MEAD | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT E JARRELL ESQ | ||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REBECCA LOUKIDES | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BERL LOVELACE | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WAYNE A COLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISSY BARTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY J GIANNINOTO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK HARRIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKIE PHILLIPS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLEN PLUTSCHAK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAGGIE TARRANT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE WAYMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD WHEATLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $601,796 | AllOtherContributionsAmt |
| Total Contributions | $601,796 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $446,913 | TotalRevenueColumnAmt |
| Exclusion | $446,913 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,580,655 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,225,972 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $354,683 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $354,683 | TotalRevenueColumnAmt |
| Exclusion | $354,683 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,403,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $801,596 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,000 | TotalAmt |
| Program Services | $860,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,590 | TotalAmt |
| Management And General | $4,590 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,883 | TotalAmt |
| Management And General | $84,883 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,496 | TotalAmt |
| Program Services | $43,122 | ProgramServicesAmt |
| Management And General | $14,374 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,255 | TotalAmt |
| Management And General | $1,255 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,197 | TotalAmt |
| Management And General | $4,197 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,642 | $1,642 |
| PRINTING AND COPYING | $919 | $919 |
| BANK FEES | $480 | $480 |
| REGISTRATION FEES | $478 | $478 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276 | TotalAmt |
| Management And General | $276 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,216 | TotalAmt |
| Program Services | $903,122 | ProgramServicesAmt |
| Management And General | $113,094 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,583 | BOYAmt |
| EOY | $238,764 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,592 | BOYAmt |
| EOY | $85,217 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,585,630 | BOYAmt |
| EOY | $18,251,442 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,186,805 | BOYAmt |
| EOY | $18,575,423 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,186,805 | BOYAmt |
| EOY | $18,575,423 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,186,805 | BOYAmt |
| EOY | $18,575,423 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,186,805 | BOYAmt |
| EOY | $18,575,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $387,176 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,001,442 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $366,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $601,796 | CurrentTaxYearAmt |
| Total | $984,362 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $366,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $601,796 | CurrentTaxYearAmt |
| Total | $984,362 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $984,362 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $322,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $365,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $327,366 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $446,913 | CurrentTaxYearAmt |
| Total | $1,770,396 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,754,758 | TotalSupportAmt |
| Public Support CY170 | 0.35730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.23400 | 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AARON'S PLACE | ||||||||
| 24311 ROBINS CREEK ROAD | PRESTON | MD | 21655 | 842099035 | 501(C)(3) | $70,000 | $0 | FOOD INSECURITES AND HEALTH DISPARITIES |
| CAROLINE COUNTY PUBLIC SCHOOLS | ||||||||
| 204 FRANKLIN STREET | DENTON | MD | 21629 | 501(C)(3) | $60,000 | $0 | BACK PACKS | |
| CHOPTANK COMMUNITY HEALTH SYSTEM | ||||||||
| 301 RANDOLPH STREET | DENTON | MD | 21629 | 521116591 | 501(C)(3) | $60,000 | $0 | ENHANCING DENTAL TECHNOLOGIES |
| YMCA OF THE CHESAPEAKE | ||||||||
| 111-1 E DOVER STREET | DENTON | MD | 21601 | 520646895 | 501(C)(3) | $60,000 | $0 | ACCESS FOR ALL IN CAROLINE COUNTY |
| COMPASS REGIONAL HOSPICE | ||||||||
| 160 COURSEVALL DRIVE | CENTREVILLE | MD | 21617 | 521414892 | 501(C)(3) | $100,000 | $0 | HOSPICE CARE, SUPPORTIVE CARE AND GRIEF SUPPORT |
| HIS HOPE MINISTRIES | ||||||||
| PO BOX 31 | GOLDSBORO | MD | 21636 | 842385064 | 501(C)(3) | $115,000 | $0 | HOMELESS SHELTER PROGRAM |
| UNION BETHEL AME CHURCH | ||||||||
| 509 LINCOLN STREET PO BOX 542 | DENTON | MD | 21629 | 501(C)(3) | $7,500 | $0 | ANGELS IN SERVICE | |
| COMMUNITY CIVIC LEAGUE OF FEDERALSBURG | ||||||||
| 3439 LAUREN GROVE ROAD PO BOX 293 | FEDERALSBURG | MD | 21632 | 521230398 | 501(C)(3) | $45,150 | $0 | COMMUNITY PANTRY |
| ST MARTIN'S MINISTRIES | ||||||||
| PO BOX 996 | RIDGLEY | MD | 21660 | 521913676 | 501(C)(3) | $120,000 | $0 | FOOD PANTRY ENHANCED STAFFING |
| CHANNEL MARKER | ||||||||
| 8865 GLEBE PARK DRIVE UNIT 1 | EASTON | MD | 21601 | 521244067 | 501(C)(3) | $30,000 | $0 | MEDICATION ADHERENCE TECHNOLOGY SERVICES |
| PARTNERS IN CARE | ||||||||
| 8694 COMMERCE DRIVE 1 | EASTON | MD | 21601 | 521911806 | 501(C)(3) | $20,000 | $0 | AGE IN PLACE WITH DIGNITY AND RESPECT |
| CASA CAROLINE COUNTY | ||||||||
| 114 MARKET STREET | DENTON | MD | 21629 | 820561419 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT |
| FRIENDS OF THE GRAPE DBA CHESAPEAKE CULINARY CENTER | ||||||||
| 512 FRANKLIN STREET | DENTON | MD | 21629 | 201592697 | 501(C)(3) | $35,000 | $0 | HUNGER COORDINATORS |
| REBUILDING TOGETHER CAROLINE COUNTYCRITICAL REPAIRS CAROLINE COUNTY | ||||||||
| PO BOX 534 | DENTON | MD | 21629 | 260260471 | 501(C)(3) | $24,110 | $0 | CRITICAL REPAIRS FOR THOSE IN NEED |
| FOR ALL SEASONS | ||||||||
| 300 TALBOT STREET | EASTON | MD | 21601 | 521496434 | 501(C)(3) | $50,000 | $0 | OPEN ACCESS |
| DC CENTER | ||||||||
| 401 ALDERSGATE DRIVE | DENTON | MD | 21629 | 320724257 | 501(C)(3) | $23,240 | $0 | GETTING AHEAD PROGRAM |
| MID-SHORE RESTORING HOPE IN WOMEN | ||||||||
| 31820 BITTORF LANE | CORDOVA | MD | 21625 | 462849274 | 501(C)(3) | $10,000 | $0 | HOUSE OF HOPE |
| THE SALVATION ARMY | ||||||||
| 200 WASHINGTON ST | CAMBRIDGE | MD | 21623 | 135562351 | 501(C)(3) | $10,000 | $0 | EMERGENCY RENTAL AND UTILITIES ASSISTANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CAROLINE FOUNDATION'S MANAGEMENT REQUESTS PERIODIC REPORTS AND STATUS UPDATES FOR ITS GRANT AWARDS THROUGHOUT THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11A EXPLANATION - PRIOR TO SUBMISSION, A DRAFT OF THE THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER IN ADVANCE FOR REVIEW AND DISCUSSED AT A BOARD MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST. |