BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC (EIN 52-1072250)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-07
- IRS object ID
- 201231289349301158
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-05-07T12:50:01-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & Company LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 International Circle Suite 5500 | AddressLine1 |
| City | Hunt Valley | City |
| State | MD | State |
| ZIP Code | 21030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521072250 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baltimore Educational Scholarship Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BALT | NameControl |
| Phone | 4107522225 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 North Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Amy John | Name |
| Title | Executive Director | Title |
| Phone | 4107522225 | Phone |
| Date Signed | 2012-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James E Marshall Jr | Name |
| Phone | 4105840060 | Phone |
| Date Prepared | 2012-05-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Amy John | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 North Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1341046 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.besttrust.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | The Baltimore Educational Scholarship Trust, in partnership with our twenty independent member schools, recruits and supports throughout the admissions process academically talented, African-American students with financial need from the Baltimore metropolitan area. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 44 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 43 | NbrIndependentVotingMembers |
| Total Nbr Employees | 14 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 521026 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 800607 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 381209 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 408072 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 140504 | InvestmentIncomePriorYear |
| Investment Income Current Year | 132367 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1042739 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1341046 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 768106 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 694458 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 413448 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 487759 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 101872 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 345191 | OtherExpensePriorYear |
| Other Expenses Current Year | 223738 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1526745 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1405955 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -484006 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -64909 | RevenuesLessExpensesCY |
| Total Assets BOY | 7548499 | TotalAssetsBOY |
| Total Assets EOY | 8910444 | TotalAssetsEOY |
| Total Liabilities BOY | 306198 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 301906 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7242301 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8608538 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Baltimore Educational Scholarship Trust, in partnership with our twenty independent member schools, recruits and supports throughout the admissions process academically talented, African-American students with financial need from the Baltimore metropolitan area. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1145991 | Expense |
| Grants | 694458 | Grants |
| Revenue | 408072 | Revenue |
| Description | The Baltimore Educational Scholarship Trust (B.E.S.T) encourages, supports and increases educational opportunities for talented, economically disadvantaged African-American students from the Baltimore metropolitan area. Once students are enrolled,B.E.S.T. positions them for success through academic preparation, leadership development, and support programs. | Description |
| Total Program Service Expense | 1145991 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 14 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 44 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 43 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jill Wood | NamePerson |
| Telephone Number | 4107522225 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 North Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (54 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Stuart O Simms | ||||||
| Board President & Trustee | 4.00 | X | X | 0 | 0 | 0 |
| W Boulton Dixon | ||||||
| Board VP & Trustee | 4.00 | X | X | 0 | 0 | 0 |
| Lawrence Snyder | ||||||
| Board Tresurer & Trustee | 4.00 | X | X | 0 | 0 | 0 |
| Eric S Adler | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Teri Alexander | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Chris Berrier | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| James Piper Bond | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Andrew M Brooks | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Kimberly H Cashman | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Christy M DiPietro | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Michael C Ford | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Penney C Hubbard | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| David Hunter | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Charles E Knudsen III | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Crystal A Lee | ||||||
| Trustee | 1.00 | X | 3000 | 0 | 0 | |
| Janeen McLean | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Lee S Owen | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Michael A Ray | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Vernon A Reid Jr | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Annie Staley | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Thomas E Wilcox | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Christopher J Post | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Maureen E Walsh | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Andrew D Martire | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Jay Scheurle | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Matthew W Micciche | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| G Peter O'Neill Jr | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| John E Schmick | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Ben Shifrin | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Marcella Yedid | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Shawn Marie Maguire | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Charles W Britton | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Martha H Sweeney | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Taylor Smith | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Dan Paradis | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Jean W Brune | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Thomas J Reid | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Monica M Gillespie | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Randy S Stevens | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Douglas Lagarde | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Redmond CS Finney | ||||||
| Emeritus Trustee | 0.00 | X | 0 | 0 | 0 | |
| F Barton Harvey III | ||||||
| Emeritus Trustee | 0.00 | X | 0 | 0 | 0 | |
| Molly M Hathaway | ||||||
| Emeritus Trustee | 0.00 | X | 0 | 0 | 0 | |
| Stanley I Panitz | ||||||
| Emeritus Trustee | 0.00 | X | 0 | 0 | 0 | |
| Thomas P Perkins III | ||||||
| Emeritus Trustee | 0.00 | X | 0 | 0 | 0 | |
| Theo C Rodgers | ||||||
| Emeritus Trustee | 1.00 | X | 0 | 0 | 0 | |
| Grant L Jacks III | ||||||
| Emeritus Trustee | 0.00 | X | 0 | 0 | 0 | |
| Lisa Y Settles Esq | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Donna Hill Staton Esq | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Michael J Weinfeld | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Amy John | ||||||
| Executive Director | 40.00 | X | 93769 | 0 | 5700 | |
| Jill E Wood | ||||||
| Manager of Finance & Operation | 40.00 | X | 59268 | 0 | 8330 | |
| Toni N Stokes | ||||||
| Director of Admissions | 40.00 | X | 56483 | 0 | 8450 | |
| Jessica Suriano | ||||||
| Director of Development | 40.00 | X | 38923 | 0 | 120 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 251443 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 22600 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 800607 | AllOtherContributions |
| Total Contributions | 800607 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| School membership fees | 900099 | 373493 | 373493 |
| Application fees and o | 900099 | 34579 | 34579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 408072 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132367 | TotalRevenueColumn |
| Exclusion | $132,367 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1341046 | TotalRevenueColumn |
| Related Or Exempt Function Income | 408072 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $132,367 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 694458 | Total |
| Program Services | 694458 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329768 | Total |
| Program Services | 206350 | ProgramServices |
| Management And General | 77729 | ManagementAndGeneral |
| Fundraising | 45689 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75669 | Total |
| Program Services | 47349 | ProgramServices |
| Management And General | 17836 | ManagementAndGeneral |
| Fundraising | 10484 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18052 | Total |
| Program Services | 11295 | ProgramServices |
| Management And General | 4255 | ManagementAndGeneral |
| Fundraising | 2502 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23122 | Total |
| Program Services | 14467 | ProgramServices |
| Management And General | 5450 | ManagementAndGeneral |
| Fundraising | 3205 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41148 | Total |
| Program Services | 25746 | ProgramServices |
| Management And General | 9699 | ManagementAndGeneral |
| Fundraising | 5703 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195 | Total |
| Program Services | 131 | ProgramServices |
| Management And General | 35 | ManagementAndGeneral |
| Fundraising | 29 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12550 | Total |
| Program Services | 8408 | ProgramServices |
| Management And General | 2259 | ManagementAndGeneral |
| Fundraising | 1883 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10435 | Total |
| Program Services | 6992 | ProgramServices |
| Management And General | 1878 | ManagementAndGeneral |
| Fundraising | 1565 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42622 | Total |
| Program Services | 24711 | ProgramServices |
| Management And General | 6715 | ManagementAndGeneral |
| Fundraising | 11196 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15157 | Total |
| Program Services | 10155 | ProgramServices |
| Management And General | 2728 | ManagementAndGeneral |
| Fundraising | 2274 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54976 | Total |
| Program Services | 38483 | ProgramServices |
| Management And General | 10995 | ManagementAndGeneral |
| Fundraising | 5498 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15399 | Total |
| Program Services | 9239 | ProgramServices |
| Management And General | 4620 | ManagementAndGeneral |
| Fundraising | 1540 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10290 | Total |
| Management And General | 10290 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4705 | Total |
| Program Services | 2823 | ProgramServices |
| Management And General | 1412 | ManagementAndGeneral |
| Fundraising | 470 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Student expenses | 38968 | 38968 | ||
| Cultivation and steward | 8036 | 8036 | ||
| Miscellaneous | 7946 | 4900 | 1373 | 1673 |
| Dues & subscriptions | 2459 | 1516 | 425 | 518 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1405955 | Total |
| Program Services | 1145991 | ProgramServices |
| Management And General | 158092 | ManagementAndGeneral |
| Fundraising | 101872 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115556 | BOY |
| EOY | 166232 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 846470 | BOY |
| EOY | 431050 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8374 | BOY |
| EOY | 128634 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6448 | BOY |
| EOY | 10039 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 77609 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 61135 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25409 | BOY |
| EOY | 16474 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6546242 | BOY |
| EOY | 8158015 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7548499 | BOY |
| EOY | 8910444 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16107 | BOY |
| EOY | 3112 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290091 | BOY |
| EOY | 298794 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306198 | BOY |
| EOY | 301906 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -584952 | BOY |
| EOY | -571212 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2362706 | BOY |
| EOY | 3715203 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5464547 | BOY |
| EOY | 5464547 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7242301 | BOY |
| EOY | 8608538 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7548499 | BOY |
| EOY | 8910444 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -64909 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1431146 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1092880 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 699475 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 611079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 521026 | CurrentTaxYearMinus1Year |
| Current Tax Year | 800607 | CurrentTaxYear |
| Total | 3725067 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1092880 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 699475 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 611079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 521026 | CurrentTaxYearMinus1Year |
| Current Tax Year | 800607 | CurrentTaxYear |
| Total | 3725067 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3725067 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 230453 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 237621 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 192821 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 140504 | CurrentTaxYearMinus1Year |
| Current Tax Year | 132367 | CurrentTaxYear |
| Total | 933766 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4658833 | TotalSupport |
| Gross Receipts From Admissions Etc | 2024690 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79960 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78550 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7766840 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1562237 | InvestmentEarningsOrLosses |
| Other Expenditures | 399503 | OtherExpenditures |
| End Of Year Balance | 8929574 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7488957 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 784730 | InvestmentEarningsOrLosses |
| Other Expenditures | 369030 | OtherExpenditures |
| Administrative Expenses | 137817 | AdministrativeExpenses |
| End Of Year Balance | 7766840 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8955398 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Investment Earnings Or Losses | -1081983 | InvestmentEarningsOrLosses |
| Other Expenditures | 389458 | OtherExpenditures |
| End Of Year Balance | 7488957 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.61200 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.38800 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 77609 | OtherCostOrOtherBasis |
| Depreciation | 61135 | Depreciation |
| Book Value | 16474 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16474 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Mutual Funds | Description |
| Book Value | 8158015 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8158015 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Distributions payable to member schools | Description |
| Amount | $298,794 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 298794 | TotalOfAmounts |
| Total Revenue | 1341046 | TotalRevenue |
| Total Expenses | 1405955 | TotalExpenses |
| Excess Or Deficit For Year | -64909 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1431146 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1431146 | TotalAdjustments |
| Excess Or Deficit Per FS | 1366237 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2772192 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1431146 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1431146 | RevenueNotRptdF990 |
| Revenue Subtotal | 1341046 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1341046 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1405955 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1405955 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1405955 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| The Boys' Latin School of Maryland | |||||||
| 822 W Lake Avenue | Baltimore | MD | 21210 | 520735085 | 501(c)(3) | 42572 | Tuition for the School's Endowed Scholar,an Annual Fund gift, 2 Emergency Grants and School Head Discretionary Gift. |
| Calvert School Inc | |||||||
| 105 Tuscany Road | Baltimore | MD | 21210 | 520591510 | 501(c)(3) | 33262 | Tuition for the School's Endowed Scholar, an Annual Fund gift, and 1 Emergency and SHD Gift. |
| Chesapeake Academy | |||||||
| 1185 Baltimore Annapolis Blvd | Arnold | MD | 210121808 | 521190025 | 501(c)(3) | 25976 | Tuition for the School's Endowed Scholar, an Annual Fund gift, 1 Emergency Gift and SHD Gift. |
| Friends School of Baltimore Inc | |||||||
| 5114 North Charles Street | Baltimore | MD | 21210 | 520591602 | 501(c)(3) | 43653 | Tuition for Endowed Scholar, Annual Fund Gift, 1 Gap, 1 Emergency, SHD Gift. |
| Garrison Forest School Inc | |||||||
| 300 Garrison Forest Road | Owings Mills | MD | 21117 | 520591516 | 501(c)(3) | 38697 | Tuition for the School's Endowed Scholar, an Annual Fund gift,2 Emergency and SHD Gift |
| Gilman School Inc | |||||||
| 5407 Roland Avenue | Baltimore | MD | 21210 | 520591604 | 501(c)(3) | 36042 | Tuition for the School's Chick Lord Endowed Scholar, an Annual Fund gift and SHD Gift |
| The Jemicy School Inc | |||||||
| 11 Celadon Road | Owings Mills | MD | 21117 | 520976194 | 501(c)(3) | 35507 | Tuition for the School's Endowed Scholar, an Annual Fund gift and SHD Gift |
| Key School Inc | |||||||
| 543 Hillsmere Drive | Annapolis | MD | 21403 | 520701774 | 501(c)(3) | 32464 | Tuition for the School's Endowed Scholar, an Annual Fund gift and SHD gift. |
| Maryvale Preparatory School | |||||||
| 11300 Falls Road | Brooklandville | MD | 21022 | 521160935 | 501(c)(3) | 24731 | Annual Fund gift, 1 Emergency, 3 Gap Grants and SHD Gift. |
| McDonogh School | |||||||
| PO Box 380 | Owings Mills | MD | 211170380 | 526001577 | 501(c)(3) | 37383 | Tuition for the School's Endowed Scholar, an Annual Fund gift and SHD gift. |
| Oldfields School Inc | |||||||
| 1500 Glencoe Road | Glencoe | MD | 21152 | 520591645 | 501(c)(3) | 44936 | Tuition for the School's Endowed Scholar, an Annual Fund gift and SHD gift. |
| Roland Park Country School Inc | |||||||
| 5204 Roland Avenue | Baltimore | MD | 21210 | 520591631 | 501(c)(3) | 43523 | Tuition for the School's Endowed Scholar, 1 Gap Fund Grants, an Annual Fund gift, SHD Gift and 1 Emergency. |
| Severn School Inc | |||||||
| 201 Water Street | Severna Park | MD | 211464599 | 520591466 | 501(c)(3) | 14862 | Tuition for an Annual Fund gift and SHD gift. |
| St Paul's School | |||||||
| 11152 Falls Road | Brooklandville | MD | 21022 | 520591463 | 501(c)(3) | 39859 | Tuition for the School's Endowed Scholar, 2 Emergency grants, Annual Fund Gift and SHD Gift. |
| St Paul's School for Girls Inc | |||||||
| 11232 Falls Road | Brooklandville | MD | 21022 | 520709497 | 501(c)(3) | 67094 | Tuition for Endowed Scholar gift, 1 Gap Fund, the School's 1 Special Case-Special Grant, 1 Emergency Funding Grants, an Annual Fund gift, and SHD gift. The Finance Committee approved a special grant to 1 particular student. |
| Corporation of St Timothy's School | |||||||
| 8400 Greenspring Ave | Stevenson | MD | 21153 | 520591488 | 501(c)(3) | 12811 | Tuition for an Annual Fund gift and SHD gift. |
| The Byrn Mawr School for Girls of Baltimore City | |||||||
| 109 W Melrose Ave | Baltimore | MD | 21210 | 520258140 | 501(c)(3) | 30481 | Tuition for an Annual Fund gift, SHD Gift, 1 Gap, 2 Emergency. |
| The Odyssey School | |||||||
| 3257 Bridle Ridge Lane | Stevenson | MD | 21153 | 521870341 | 501(c)(3) | 12476 | Tuition for an Annual Fund gift. |
| The Park School of Baltimore | |||||||
| PO Box 8200 | Brooklandville | MD | 21022 | 520591625 | 501(c)(3) | 35588 | Tuition for the School's Endowed Scholar, SHD Gift and Annual Fund Gift. |
| The Waldorf School of Baltimore Inc | |||||||
| 4801 Tamarind Road | Baltimore | MD | 21209 | 237305478 | 501(c)(3) | 33838 | Tuition for the School's Endowed Scholar, 1 Gap grant, Annual Fund gift, SHD Gift and 2 Emergency Gifts. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 20 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: When B.E.S.T provides grants for Endowed Scholars, Gap Funding, Emergency Funding, Annual Fund gifts and School Head Discretionary Fund they send a check and a letter to each of the schools. The letter states the intended use of the money being sent to the school. The Endowed Scholar grant letters will state the amount of the grant and the fact that the funds are to be used to pay 75% of tuition for the Endowed Scholar chosen by the school. B.E.S.T will have recieved the name of the Endowed Scholar from the school previously, so the student's name is included in the grant letter. The Annual Fund gift letters only state the amount of the grant awarded to each school and that it is to be directed toward the school's financial aid budget. The School Head Discretionary Fund Gifts is a restricted gift to be used as a School Head's fund to support B.E.S.T. students on each school's campus. Each year the school must submit a detailed report to B.E.S.T. on how the funds were used. Gap and Emergency Gifts state the amount and the student's name for who the gift is intended for. Copies of the checks and the grant letters sent to the school are maintained in files in B.E.S.T.'s finance department. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Penny Hubbard is the mother of Kimberly Cashman. They are both board members. Charles Knudsen, a trustee, is the husband of Ellen Knudsen, a part time staff member at B.E.S.T. | |
| Form 990, Part VI, Section B, line 11 | A copy of the Form 990 is distributed to the finance and audit committee where they review the document. Once the draft is reviewed, edited and approved, the Form 990 is considered complete and the Executive Director signs the final version. | |
| All trustees and key employees are required each year to sign the conflict of interest policy. The returned forms are stored at B.E.S.T. in the Trustee's individual files in the executive office. The conflict of interest for the key employees are stored in the personnel files of the individuals. If a conflict exists, the Executive Director would review with the Board President. | Form 990, Part VI, Section B, line 12c | |
| Research of salaries for similar positions is reviewed and compared. The Board President and Executive Committee reviewed the salary of the Executive Director. The Board President and Executive Director reviewed the salary for the Admissions Director , The Assistant Director of Admissions, Manager of Finance and Operations and the Director of Development. The process occurred last during the spring of 2010. | Form 990, Part VI, Section B, line 15 | |
| The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. | Form 990, Part VI, Section C, line 19 | |
| Contact Addresses for Officers, Directors, Etc | Stuart O. Simms - 120 E. Baltimore Street, Suite 1700, Baltimore, MD 21202. W. Boulton Dixon - 509 Whithorn Court, Lutherville, MD 21093. Lawrence Snyder - 4801 Tamarind Road, Baltimore, MD 21209. Eric S. Adler - 1776 Massachusetts Avenue, NW, Suite 600, Washington, DC 20036. Teri Alexander - 216 Ridgewood Road, Baltimore, MD 21210. Chris Berrier - 240 Hopkins Lane, Owings Mills, MD 21117. James Piper Bond - 802 South Caroline Street, Baltimore, MD 21231. Andrew M. Brooks - 919 Bellemore Road, Baltimore, MD 21210. Kimberly H. Cashman - 1406 Walnut Hill Lane, Towson, MD 21204. Christy M. DiPietro - 10 Chittenden Lane, Owings Mills, MD 21117. Michael C. Ford - 20 Buchanan Road, Baltimore, MD 21212. Penney C. Hubbard - 1408 Walnut Hill Lane, Towson, MD 21204. David Hunter - 901 South Bond Street, Suite 400, Baltimore, MD 21231. Charles E. Knudsen, III - 100 E. Pratt Street, Baltimore, MD 21202. Crystal A. Lee - 300 Garrison Forest Road, Owings Mills, MD 21117. Janeen McLean - 8722 Loch Raven Boulevard, Towson, MD 21286-2235. Lee S. Owen - 901 South Bond Street, Suite 400, Baltimore, MD 21231. Michael A. Ray - 100 International Drive, 17th Floor, Baltimore, MD 21202. Vernon A. Reid, Jr. - 100 E. Pratt Street, 7th Floor, Baltimore, MD 21202. Annie Staley - 22 Buchanan Road, Baltimore, MD 21212. Thomas E. Wilcox - 2 East Read Street, 9th Floor, Baltimore, MD 21202. Christopher J. Post - 822 West Lake Avenue, Baltimore, MD 21210. Maureen E. Walsh - 109 West Melrose Avenue, Baltimore, MD 21210. Andrew D. Martire - 105 Tuscany Road, Baltimore, MD 21210. Jay Scheurle - 1185 Baltimore Annapolis Blvd., Arnold, MD 21012. Matthew W. Micciche - 5114 N. Charles Street, Baltimore, MD 21210. G. Peter O'Neill, Jr. - 300 Garrison Forest Road, OWings Mills, MD 21117. John E. Schmick - 5407 Roland Avenue, Baltimore, MD 21210. Ben Shifrin - 11 Celadon Road, Owings Mills, MD 21117. Marcella Yedid - 534 Hillsmere Drive, Annapolis, MD 21403. Shawn Marie Maguire - 11300 Falls Road, Brooklandville, MD 21022. Charles W. Britton - P.O. Box 380, Owings Mills, MD 21117. Martha H. Sweeney - 529 Overbrook Road, Baltimore, MD 21212. Taylor Smith - 1500 Glencoe Road, Glencoe, MD 21152. Dan Paradis - 2425 Old Court Road, Brooklandville, MD 21022. Jean W. Brune - 5204 Roland Avenue, Baltimore, MD 21210. Thomas J. Reid - 11152 Falls Road, Brooklandville, MD 21022. Monica M. Gillespie - 11232 Falls Road, Brooklandville, MD 21022. Randy S. Stevens - 8400 Greenspring Avenue, Stevenson, MD 21153. Douglas Lagarde - 201 Water Street, Severna Park, MD 21146. Redmond C.S. Finney - 15601 Dover Road, Upperco, MD 21155. F. Barton Harvey, III - 10227 Wincopin Circle, Columbia, MD 21044. Molly M. Hathaway - 6525 Montrose Avenue, Baltimore, MD 21212. Stanley I. Panitz - 108 St. John's Road, Baltimore, MD 21210. Thomas P. Perkins, III - 1040 Park Avenue, Suite 300, Baltimore, MD 21201. Theo C. Rodgers - 1040 Park Avenue, Suite 300, Baltimore, MD 21201. Grant L. Jacks, III - Wooster School, 91 Miry Brook Rd, Danbury, CT 01810. Lisa Y. Settles, Esq - Hodes, Pessin, & Katz, P.A,901 Dulaney Valley Rd., S Towson, MD 21204. Donna Hill Staton, Esq - 13827 Lakeside Drive, Clarksville, MD 20129. Michael J. Weinfeld - P.O. Box 251, Brooklandville, MD 21022. | Form 990, Part VII |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 1,431,146. | Form 990, Part XI, line 5: |
| The process has not changed from prior year. | Form 990, Part XII, Line 2c: |