STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CAROLINE FOUNDATION INC

Cite this

Plain text CAROLINE FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/520906348. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). CAROLINE FOUNDATION INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/520906348

MLA “CAROLINE FOUNDATION INC.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/520906348. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $1.4M · expenses $1.0M · assets $18.6M

EIN
52-0906348
Address
PO BOX 607, DENTON, MD 21629-0607
NTEE code
-
Subsection
501(c)(3)
Ruling year
1976
Cross-check
ProPublica Nonprofit Explorer

Mission

TO AWARD GRANTS TO NONPROFIT ORGANIZATIONS THAT BENEFIT THE LOCAL COMMUNITY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Shari Blades (former) Administrator2009 $116,696$116,696 3

Officers and directors, no compensation reported

29 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Terry Mead PRESIDENT2016-2024 1 $0 reported 1
Robert E Jarrell Esq VICE-PRESIDENT2009-2024 1 $0 reported 1
Rebecca Loukides TREASURER2016-2024 1 $0 reported 1
Berl Lovelace SECRETARY2009-2024 1 $0 reported 3
Wayne A Cole DIRECTOR2017-2024 1 $0 reported 1
Chrissy Bartz DIRECTOR2022-2024 1 $0 reported 1
Tony J Gianninoto DIRECTOR2017-2024 1 $0 reported 1
Rick Harris DIRECTOR2018-2024 1 $0 reported 1
Mikie Phillips DIRECTOR2017-2024 1 $0 reported 1
Glen Plutschak DIRECTOR2017-2024 1 $0 reported 1
Maggie Tarrant DIRECTOR2018-2024 1 $0 reported 1
Michele Wayman DIRECTOR2017-2024 1 $0 reported 1
Richard Wheatley DIRECTOR2017-2024 1 $0 reported 1
Hon Charles O Davis Jr (former) DIRECTOR2016-2021 1 $0 reported 1
Jerry Garey (former) DIRECTOR2017-2020 1 $0 reported 1
Sara Jane Davidson (former) SECRETARY2009-2018 1 $0 reported 1
Harry T Cole (former) DIRECTOR2016-2017 1 $0 reported 1
Jo Ann Staples (former) DIRECTOR2017 1 $0 reported 1
Carol R Baker Phd (former) DIRECTOR2016 1 $0 reported 1
Joann Staples (former) DIRECTOR2009-2016 1 $0 reported 3
Richard Wheatly (former) DIRECTOR2016 1 $0 reported 1
Joseph Weaver (former) Vice President2009 1 $0 reported 3
Nicholas Schwechtje (former) Director2009 1 $0 reported 3
Charles Davis (former) Treasurer2009 1 $0 reported 3
Jack Wegener (former) Director2009 1 $0 reported 3
William Eaton (former) Director2009 1 $0 reported 1
Charles Planner (former) Director2009 1 $0 reported 1
George Sands (former) Director2009 1 $0 reported 1
Rev George Fisher (former) Director2009 1 $0 reported 1

People by year

2024 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY MEAD PRESIDENT1 $0$0$0 $01
ROBERT E JARRELL ESQ VICE-PRESIDENT1 $0$0$0 $01
REBECCA LOUKIDES TREASURER1 $0$0$0 $01
BERL LOVELACE SECRETARY1 $0$0$0 $03
WAYNE A COLE DIRECTOR1 $0$0$0 $01
CHRISSY BARTZ DIRECTOR1 $0$0$0 $01
TONY J GIANNINOTO DIRECTOR1 $0$0$0 $01
RICK HARRIS DIRECTOR1 $0$0$0 $01
MIKIE PHILLIPS DIRECTOR1 $0$0$0 $01
GLEN PLUTSCHAK DIRECTOR1 $0$0$0 $01
MAGGIE TARRANT DIRECTOR1 $0$0$0 $01
MICHELE WAYMAN DIRECTOR1 $0$0$0 $01
RICHARD WHEATLEY DIRECTOR1 $0$0$0 $01
2023 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY MEAD PRESIDENT1 $0$0$0 $01
ROBERT E JARRELL ESQ VICE-PRESIDENT1 $0$0$0 $01
REBECCA LOUKIDES TREASURER1 $0$0$0 $01
BERL LOVELACE SECRETARY1 $0$0$0 $03
WAYNE A COLE DIRECTOR1 $0$0$0 $01
CHRISSY BARTZ DIRECTOR1 $0$0$0 $01
TONY J GIANNINOTO DIRECTOR1 $0$0$0 $01
RICK HARRIS DIRECTOR1 $0$0$0 $01
MIKIE PHILLIPS DIRECTOR1 $0$0$0 $01
GLEN PLUTSCHAK DIRECTOR1 $0$0$0 $01
MAGGIE TARRANT DIRECTOR1 $0$0$0 $01
MICHELE WAYMAN DIRECTOR1 $0$0$0 $01
RICHARD WHEATLEY DIRECTOR1 $0$0$0 $01
2022 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY MEAD PRESIDENT1 $0$0$0 $01
ROBERT E JARRELL ESQ VICE-PRESIDENT1 $0$0$0 $01
REBECCA LOUKIDES TREASURER1 $0$0$0 $01
BERL LOVELACE SECRETARY1 $0$0$0 $03
WAYNE A COLE DIRECTOR1 $0$0$0 $01
CHRISSY BARTZ DIRECTOR1 $0$0$0 $01
TONY J GIANNINOTO DIRECTOR1 $0$0$0 $01
RICK HARRIS DIRECTOR1 $0$0$0 $01
MIKIE PHILLIPS DIRECTOR1 $0$0$0 $01
GLEN PLUTSCHAK DIRECTOR1 $0$0$0 $01
MAGGIE TARRANT DIRECTOR1 $0$0$0 $01
MICHELE WAYMAN DIRECTOR1 $0$0$0 $01
RICHARD WHEATLEY DIRECTOR1 $0$0$0 $01
2021 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY MEAD PRESIDENT1 $0$0$0 $01
ROBERT E JARRELL ESQ VICE-PRESIDENT1 $0$0$0 $01
REBECCA LOUKIDES TREASURER1 $0$0$0 $01
BERL LOVELACE SECRETARY1 $0$0$0 $03
WAYNE A COLE DIRECTOR1 $0$0$0 $01
HON CHARLES O DAVIS JR DIRECTOR1 $0$0$0 $01
TONY J GIANNINOTO DIRECTOR1 $0$0$0 $01
RICK HARRIS DIRECTOR1 $0$0$0 $01
MIKIE PHILLIPS DIRECTOR1 $0$0$0 $01
GLEN PLUTSCHAK DIRECTOR1 $0$0$0 $01
MAGGIE TARRANT DIRECTOR1 $0$0$0 $01
MICHELE WAYMAN DIRECTOR1 $0$0$0 $01
RICHARD WHEATLEY DIRECTOR1 $0$0$0 $01
2020 · 14 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY MEAD PRESIDENT1 $0$0$0 $01
ROBERT E JARRELL ESQ VICE-PRESIDENT1 $0$0$0 $01
REBECCA LOUKIDES TREASURER1 $0$0$0 $01
BERL LOVELACE SECRETARY1 $0$0$0 $03
WAYNE A COLE DIRECTOR1 $0$0$0 $01
HON CHARLES O DAVIS JR DIRECTOR1 $0$0$0 $01
JERRY GAREY DIRECTOR1 $0$0$0 $01
TONY J GIANNINOTO DIRECTOR1 $0$0$0 $01
RICK HARRIS DIRECTOR1 $0$0$0 $01
MIKIE PHILLIPS DIRECTOR1 $0$0$0 $01
GLEN PLUTSCHAK DIRECTOR1 $0$0$0 $01
MAGGIE TARRANT DIRECTOR1 $0$0$0 $01
MICHELE WAYMAN DIRECTOR1 $0$0$0 $01
RICHARD WHEATLEY DIRECTOR1 $0$0$0 $01
2019 · 14 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY MEAD PRESIDENT1 $0$0$0 $01
ROBERT E JARRELL ESQ VICE-PRESIDENT1 $0$0$0 $01
REBECCA LOUKIDES TREASURER1 $0$0$0 $01
BERL LOVELACE SECRETARY1 $0$0$0 $03
WAYNE A COLE DIRECTOR1 $0$0$0 $01
HON CHARLES O DAVIS JR DIRECTOR1 $0$0$0 $01
JERRY GAREY DIRECTOR1 $0$0$0 $01
TONY J GIANNINOTO DIRECTOR1 $0$0$0 $01
RICK HARRIS DIRECTOR1 $0$0$0 $01
MIKIE PHILLIPS DIRECTOR1 $0$0$0 $01
GLEN PLUTSCHAK DIRECTOR1 $0$0$0 $01
MAGGIE TARRANT DIRECTOR1 $0$0$0 $01
MICHELE WAYMAN DIRECTOR1 $0$0$0 $01
RICHARD WHEATLEY DIRECTOR1 $0$0$0 $01
2018 · 15 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY MEAD PRESIDENT1 $0$0$0 $01
ROBERT E JARRELL ESQ VICE-PRESIDENT1 $0$0$0 $01
REBECCA LOUKIDES TREASURER1 $0$0$0 $01
SARA JANE DAVIDSON SECRETARY1 $0$0$0 $01
WAYNE A COLE DIRECTOR1 $0$0$0 $01
HON CHARLES O DAVIS JR DIRECTOR1 $0$0$0 $01
JERRY GAREY DIRECTOR1 $0$0$0 $01
TONY J GIANNINOTO DIRECTOR1 $0$0$0 $01
RICK HARRIS DIRECTOR1 $0$0$0 $01
BERL LOVELACE DIRECTOR1 $0$0$0 $03
MIKIE PHILLIPS DIRECTOR1 $0$0$0 $01
GLEN PLUTSCHAK DIRECTOR1 $0$0$0 $01
MAGGIE TARRANT DIRECTOR1 $0$0$0 $01
MICHELE WAYMAN DIRECTOR1 $0$0$0 $01
RICHARD WHEATLEY DIRECTOR1 $0$0$0 $01
2017 · 15 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY MEAD PRESIDENT1 $0$0$0 $01
ROBERT E JARRELL ESQ VICE-PRESIDENT1 $0$0$0 $01
SARA JANE DAVIDSON SECRETARY1 $0$0$0 $01
REBECCA LOUKIDES TREASURER1 $0$0$0 $01
HARRY T COLE DIRECTOR1 $0$0$0 $01
HON CHARLES O DAVIS JR DIRECTOR1 $0$0$0 $01
BERL LOVELACE DIRECTOR1 $0$0$0 $03
JO ANN STAPLES DIRECTOR1 $0$0$0 $01
RICHARD WHEATLEY DIRECTOR1 $0$0$0 $01
WAYNE A COLE DIRECTOR1 $0$0$0 $01
JERRY GAREY DIRECTOR1 $0$0$0 $01
TONY J GIANNINOTO DIRECTOR1 $0$0$0 $01
MIKIE PHILLIPS DIRECTOR1 $0$0$0 $01
GLEN PLUTSCHAK DIRECTOR1 $0$0$0 $01
MICHELE WAYMAN DIRECTOR1 $0$0$0 $01
2016 · 10 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERRY MEAD PRESIDENT1 $0$0$0 $01
ROBERT E JARRELL ESQ VICE-PRESIDENT1 $0$0$0 $01
SARA JANE DAVIDSON SECRETARY1 $0$0$0 $01
REBECCA LOUKIDES TREASURER1 $0$0$0 $01
CAROL R BAKER PHD DIRECTOR1 $0$0$0 $01
HARRY T COLE DIRECTOR1 $0$0$0 $01
HON CHARLES O DAVIS JR DIRECTOR1 $0$0$0 $01
BERL LOVELACE DIRECTOR1 $0$0$0 $03
JOANN STAPLES DIRECTOR1 $0$0$0 $03
RICHARD WHEATLY DIRECTOR1 $0$0$0 $01
2009 · 13 people listed · 1 paid, $117K · 188 employees · 80 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Shari Blades Administrator45 $109,515$7,181$0 $116,6963
William Eaton Director1 $0$0$0 $01
Berl Lovelace Secretary1 $0$0$0 $03
Charles Planner Director1 $0$0$0 $01
George Sands Director1 $0$0$0 $01
Nicholas Schwechtje Director1 $0$0$0 $03
Jack Wegener Director1 $0$0$0 $03
Robert Jarrell Director1 $0$0$0 $01
Rev George Fisher Director1 $0$0$0 $01
Sara Jane Davidson Director1 $0$0$0 $01
Joseph Weaver Vice President1 $0$0$0 $03
Charles Davis Treasurer1 $0$0$0 $03
Joann Staples President1 $0$0$0 $03

Highest-paid independent contractors

2009 · 5 contractors · $1.4M
NameLocationServicePaid
United Healthcare Insurance CoPalatine, ILHealth Insurance$461,127
Sundance RehabilitationChicago, ILTherapy Rehabilitation$397,482
SyscoPocomoke, MDFood Supplies$248,144
Key Risk Insurance CompanyGreensboro, NCWorkers Compensation Insurance$140,037
Direct EnergyPittsburgh, PAElectric Service Provider$103,550

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 18 grants to organizations · $860K
2023 · 17 grants to organizations · $790K

Listed grants add up to $790,500; the return's “grants paid” expense line says $800,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 24 grants to organizations · $694K
2021 · 15 grants to organizations · $765K

Listed grants add up to $765,437; the return's “grants paid” expense line says $777,437. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 19 grants to organizations · $568K

Listed grants add up to $568,500; the return's “grants paid” expense line says $588,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 18 grants to organizations · $746K

Listed grants add up to $746,500; the return's “grants paid” expense line says $758,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 17 grants to organizations · $600K
2017 · 17 grants to organizations · $578K
2016 · 2 grants to organizations · $109K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$1,403,392$1,016,216 $18,575,423$18,575,423 $601,796$0 $000
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$663,453$944,871 $17,186,805$17,186,805 $366,202$0 $000
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
-$677,130$858,537 $15,701,192$15,701,192 $1,050$0 $000
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$256,844$925,966 $15,092,399$15,092,399 $9,614$0 $000
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$2,862,530$752,670 $18,224,501$18,224,501 $5,700$0 $000
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$980,827$920,598 $15,335,478$15,321,104 $227,968$0 $000
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$642,291$761,596 $15,492,233$15,492,233 $4,161$0 $000
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$576,714$746,707 $15,495,546$15,495,546 $931$0 $000
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$441,414$482,961 $15,122,487$15,122,487 $200$0 $000
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$7,327,103$7,332,327 $7,882,864$6,171,533 $1,264$7,258,008 $109,51518880

Funders of this organization

1 grantor reported grants to this organization, $10,438 in all, tax years 2024 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
MID-SHORE COMMUNITY FOUNDATION INC DAF sponsor Exact 2024 1$10,438 2024$10,438
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CEPA FOUNDATION INCDEQ22 $1,451,206$1,447,181 BOARD MEMBER$0 Similar name, revenue within 2x
SET FOUNDATION INCORG80 $1,619,032$1,563,411 President$0 Similar name, revenue within 2x
CARMEL MISSION FOUNDATION INCCAA11 $1,322,751$100,714 TREASURER$0 Similar name, revenue within 2x
FN FOUNDATION INCNYP20 $788,768$1,021,284 President$0 Similar name, revenue within 2x
SUBWAY CARES FOUNDATION INCCTNot reported $1,784,179$1,843,806 DIRECTOR$0 Similar name, revenue within 2x
KORE FOUNDATION INCTNQ33 $1,346,897$1,162,456 CEO$0 Similar name, revenue within 2x
SAVE FOUNDATION INCFLR30 $1,149,840$1,275,390 EXECUTIVE DIRECTOR$134,164 Similar name, revenue within 2x
CROCKETT FOUNDATION INCFLT20 $2,552,768$2,695,719 VICE PRESIDENT$25,000 Similar name, revenue within 2x
NOAHS FOUNDATION INCCAL11 $876,218$891,051 Board Member$0 Similar name, revenue within 2x
404 FOUNDATION INCCAA50 $1,005,601$18,696 President$0 Similar name, revenue within 2x
SPM FOUNDATION INCNCT20 $1,622,990$1,189,003 VICE PRESIDENT$0 Similar name, revenue within 2x
SKK FOUNDATION INCGAT20 $1,142,799$1,873,487 PRESIDENT/TRUSTEE$0 Similar name, revenue within 2x
AZB FOUNDATION INCGAT20 $1,057,279$521,771 PRESIDENT$0 Similar name, revenue within 2x
ZAHN FOUNDATION INCSCT22 $1,405,652$290,686 PRES/TRES$0 Similar name, revenue within 2x
REED FOUNDATION INCNYT20 $2,099,951$1,234,182 Treasurer$50,000 Similar name, revenue within 2x
MOHAWK CARPET FOUNDATION INCGANot reported $1,214,520$741,161 CEO$0 Similar name, revenue within 2x
NOPEC FOUNDATION INCOHC12 $1,480,645$886,646 CHAIR$0 Similar name, revenue within 2x
BURTON FOUNDATION INCOKT22 $1,568,818$723,814 SECRETARY$0 Similar name, revenue within 2x
LUKAJ FOUNDATION INCCTT20 $1,110,064$637,403 FOUNDATION M$0 Similar name, revenue within 2x
SCOTT FOUNDATION INCLANot reported $968,486$1,008,109 CHAIRPERSON$0 Similar name, revenue within 2x
BCBSM FOUNDATION INCMNNot reported $2,052,517$6,523,057 PRESIDENT$472,469 Similar name, revenue within 2x
DANIS FOUNDATION INCOHNot reported $936,997$302,532 PRESIDENT/TREASURER$0 Similar name, revenue within 2x
HARPO FOUNDATION INCFLT22 $924,254$567,936 EXECUTIVE DIRECTOR$85,045 Similar name, revenue within 2x
CARE FIRST FOUNDATION INCFLE32 $532,826$549,921 PRESIDENT$0 Similar name, revenue within 5x
BLK FOUNDATION INCNYS12 $614,466$618,690 FOUNDATION MGR$0 Similar name, revenue within 5x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
W K KELLOGG FOUNDATION Private foundation$5,335,90610 12011–2024 KORE FOUNDATION INC
THE LUZERNE FOUNDATION DAF sponsor$3,904,0006 12011–2016 KORE FOUNDATION INC
PAYPAL CHARITABLE GIVING FUND DAF sponsor$2,777,6529 32018–2024 FN FOUNDATION INC; SUBWAY CARES FOUNDATION INC; SEVAK FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$2,392,1659 12015–2024 KORE FOUNDATION INC
HIND FOUNDATION Private foundation$1,800,0001 12020–2020 CARMEL MISSION FOUNDATION INC
ESB CHARITABLE FOUNDATION Private foundation$1,700,0003 12014–2016 CARMEL MISSION FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$1,549,0008 52014–2024 CARMEL MISSION FOUNDATION INC; SEVAK FOUNDATION INC; BLK FOUNDATION INC; RISE FOUNDATION INC and 1 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$1,075,5005 32020–2024 404 FOUNDATION INC; KORE FOUNDATION INC; CARMEL MISSION FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,020,50529 122017–2024 NOAHS FOUNDATION INC; AILDD FOUNDATION INC; SEVAK FOUNDATION INC; BLK FOUNDATION INC and 8 more
RICHARD AND MARY PAT MCCORMICK CHARITABLE TRUST Private foundation$902,0005 12016–2020 CARMEL MISSION FOUNDATION INC
FORGOOD INC DAF sponsor$764,22918 22011–2024 KORE FOUNDATION INC; SAVE FOUNDATION INC
COMMUNITY FOUNDATION OF BROWARD INC DAF sponsor$370,8695 12020–2024 CROCKETT FOUNDATION INC
ZAHN FOUNDATION Private foundation$305,8313 12014–2015 ZAHN FOUNDATION INC
WINSTON-SALEM FOUNDATION DAF sponsor$165,3306 22019–2023 CROCKETT FOUNDATION INC; CAROLINAS CREDIT UNION FOUNDATION INC
FRISONE FAMILY FOUNDATION Private foundation$163,00014 12011–2025 CARMEL MISSION FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $1,016,216 spent · pay $0 · grants $860,000 · events $1,255
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $860,000$860,000-- 84.6%
Fees: investment management $84,883-$84,883- 8.4%
Fees: other services $57,496$43,122$14,374- 5.7%
Fees: accounting $4,590-$4,590- 0.5%
Insurance $4,197-$4,197- 0.4%
Other (as described)DUES AND SUBSCRIPTIONS $1,642-$1,642- 0.2%
Conferences, conventions and meetings $1,255-$1,255- 0.1%
Other (as described)PRINTING AND COPYING $919-$919- 0.1%
Other (as described)BANK FEES $480-$480- 0.0%
Other (as described)REGISTRATION FEES $478-$478- 0.0%
All other expenses $276-$276- 0.0%
Total$1,016,216100%

View the filing

2023 · Form 990 · $944,871 spent · pay $0 · grants $800,000 · events $1,734
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $800,000$800,000-- 84.7%
Fees: investment management $74,753-$74,753- 7.9%
Fees: other services $57,496$43,122$14,374- 6.1%
Fees: accounting $4,490-$4,490- 0.5%
Insurance $4,194-$4,194- 0.4%
Conferences, conventions and meetings $1,734-$1,734- 0.2%
Other (as described)DUES AND SUBSCRIPTIONS $1,628-$1,628- 0.2%
Other (as described)PRINTING AND COPYING $257-$257- 0.0%
Other (as described)BANK FEES $177-$177- 0.0%
Other (as described)POSTAGE AND MAILING $142-$142- 0.0%
Total$944,871100%

View the filing

2022 · Form 990 · $858,537 spent · pay $0 · grants $700,000 · events $1,648
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $700,000$700,000-- 81.5%
Fees: investment management $75,526-$75,526- 8.8%
Fees: other services $71,870$53,903$17,967- 8.4%
Fees: accounting $4,794-$4,794- 0.6%
Insurance $4,194-$4,194- 0.5%
Conferences, conventions and meetings $1,648-$1,648- 0.2%
Other (as described)PRINTING AND COPYING $211-$211- 0.0%
Other (as described)POSTAGE AND MAILING $130-$130- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $128-$128- 0.0%
Other (as described)BANK FEES $26-$26- 0.0%
Fees: legal $10-$10- 0.0%
Total$858,537100%

View the filing

2021 · Form 990 · $925,966 spent · pay $0 · grants $777,437 · events $249
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $777,437$777,437-- 84.0%
Fees: investment management $94,126-$94,126- 10.2%
Fees: other services $43,122-$43,122- 4.7%
Insurance $5,299-$5,299- 0.6%
Fees: accounting $3,900-$3,900- 0.4%
Other (as described)STORAGE FEES $1,283-$1,283- 0.1%
Fees: legal $300-$300- 0.0%
Conferences, conventions and meetings $249-$249- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $128-$128- 0.0%
Other (as described)POSTAGE AND MAILING $122-$122- 0.0%
Total$925,966100%

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2020 · Form 990 · $752,670 spent · pay $0 · grants $588,500 · events $240
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $588,500$588,500-- 78.2%
Fees: investment management $93,785-$93,785- 12.5%
Fees: other services $57,496-$57,496- 7.6%
Other (as described)STORAGE FEES $5,144-$5,144- 0.7%
Fees: accounting $4,175-$4,175- 0.6%
Insurance $3,090-$3,090- 0.4%
Conferences, conventions and meetings $240-$240- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $128-$128- 0.0%
Other (as described)POSTAGE AND MAILING $112-$112- 0.0%
Total$752,670100%

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2019 · Form 990 · $920,598 spent · pay $0 · grants $758,000 · events $1,088
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $758,000$758,000-- 82.3%
Fees: investment management $92,145-$92,145- 10.0%
Fees: other services $57,496-$57,496- 6.2%
Fees: accounting $4,300-$4,300- 0.5%
Insurance $4,193-$4,193- 0.5%
Other (as described)STORAGE FEES $3,076-$3,076- 0.3%
Conferences, conventions and meetings $1,088-$1,088- 0.1%
Other (as described)POSTAGE AND MAILING $167-$167- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $128-$128- 0.0%
Other (as described)PRINTING AND COPYING $5-$5- 0.0%
Total$920,598100%

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2018 · Form 990 · $761,596 spent · pay $0 · grants $600,000 · events $1,515
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $600,000$600,000-- 78.8%
Fees: investment management $90,871-$90,871- 11.9%
Fees: other services $57,496-$57,496- 7.5%
Insurance $4,182-$4,182- 0.5%
Other (as described)STORAGE FEES $3,930-$3,930- 0.5%
Fees: accounting $3,750-$3,750- 0.5%
Conferences, conventions and meetings $1,515-$1,515- 0.2%
Other (as described)POSTAGE AND MAILING $129-$129- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $128-$128- 0.0%
Other (as described)PRINTING AND COPYING $19-$19- 0.0%
All other expenses -$424--$424- -0.1%
Total$761,596100%

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2017 · Form 990 · $746,707 spent · pay $0 · grants $578,086 · events $1,816
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $578,086$578,086-- 77.4%
Fees: investment management $88,719-$88,719- 11.9%
Fees: other services $57,496-$57,496- 7.7%
Insurance $7,270-$7,270- 1.0%
Fees: accounting $5,675-$5,675- 0.8%
Fees: legal $3,857-$3,857- 0.5%
Other (as described)STORAGE FEES $3,256-$3,256- 0.4%
Conferences, conventions and meetings $1,816-$1,816- 0.2%
Advertising and promotion $275-$275- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $128-$128- 0.0%
Other (as described)POSTAGE AND MAILING $121-$121- 0.0%
Other (as described)PRINTING AND COPYING $8-$8- 0.0%
Total$746,707100%

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2016 · Form 990 · $482,961 spent · pay $0 · grants $109,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)BAD DEBT FROM FORMER NU $174,804$174,804-- 36.2%
Grants to US organizations and governments $109,000$109,000-- 22.6%
Fees: investment management $67,157-$67,157- 13.9%
Fees: other services $57,496-$57,496- 11.9%
Fees: accounting $44,565-$44,565- 9.2%
Information technology $16,542-$16,542- 3.4%
Insurance $4,180-$4,180- 0.9%
Other (as described)REPAIRS AND MAINTENANCE $3,358-$3,358- 0.7%
Other (as described)STORAGE FEES $2,842-$2,842- 0.6%
All other expenses $1,777-$1,777- 0.4%
Other (as described)OTHER EXPENSES $685-$685- 0.1%
Fees: legal $555-$555- 0.1%
Total$482,961100%

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2009 · Form 990 · $7,332,327 spent · pay $4,826,220 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,886,187$3,886,187-- 53.0%
Other (as described)Ancillary $571,929$571,929-- 7.8%
Other employee benefits $432,510$432,510-- 5.9%
Payroll taxes $416,961$416,961-- 5.7%
Office expenses $315,268$287,684$27,584- 4.3%
Other (as described)Contracted services $312,203$175,684$136,519- 4.3%
Other (as described)Food $245,072$245,072-- 3.3%
All other expenses $232,835$190,235$42,600- 3.2%
Depreciation and depletion $229,953$229,953-- 3.1%
Other (as described)Utilities $223,216$223,216-- 3.0%
Other (as described)Medicaid qa assessment $190,858-$190,858- 2.6%
Pension plan contributions $90,562$90,562-- 1.2%
Insurance $72,631$72,631-- 1.0%
Advertising and promotion $50,127-$50,127- 0.7%
Fees: legal $30,536-$30,536- 0.4%
Fees: accounting $16,500-$16,500- 0.2%
Travel $12,491-$12,491- 0.2%
Interest $2,488$2,488-- 0.0%
Total$7,332,327100%

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