JOAN W JENKINS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOAN W JENKINS FOUNDATION (EIN 52-1486477)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-07
- IRS object ID
- 202400389349100610
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-07T11:58:42-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520619968 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAW CASSON & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9748 STEPHEN DECATUR HWY STE 103 | AddressLine1Txt |
| City | OCEAN CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 218429358 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521486477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN W JENKINS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOAN | BusinessNameControlTxt |
| Phone | 4102899100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 572 | AddressLine1Txt |
| City | OCEAN CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 218430572 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES JENKINS SR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4102899100 | PhoneNum |
| Signature | 2024-01-05 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | JENKINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD T VENT | PreparerPersonNm |
| PTIN | P01212680 | PTIN |
| Phone | 4102138700 | PhoneNum |
| Preparation | 2024-01-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,024,850 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $274,761 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,412 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,412 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,412 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $61,485 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,485 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,485 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $53,827 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $53,827 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $53,827 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $45,745 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $136,258 | GrossSalesPriceAmt |
| Total Rev And Expnss | $400,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,724 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $121,724 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $155,564 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $77,782 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $77,782 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $77,782 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,839 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,839 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,839 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $27,137 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,137 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $27,137 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $8,082 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,082 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $8,082 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $32,341 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,635 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $15,635 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $244,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $134,475 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,782 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $134,475 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,812 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $168,234 | CashBOYAmt |
| Cash EOY | $191,529 | CashEOYAmt |
| Cash EOYFMV | $191,529 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,349 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,983 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,983 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $451,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $518,585 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $813,536 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $962,916 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $956,764 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $831,802 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $413,776 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $277,423 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $144,435 | LandBOYAmt |
| Land EOY | $136,353 | LandEOYAmt |
| Land EOYFMV | $177,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,739,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,814,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,024,850 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,739,575 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,814,214 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,739,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,814,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,739,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,814,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,739,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,639 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,814,214 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,814,214 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $73 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $73 | TotalPaymentsAndCreditsAmt |
| Overpayment | $73 | OverpaymentAmt |
| Applied To ES Tax | $73 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARGIE MCBANE | IndividualWithBooksNm |
| Phone | 4102899100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 572 | AddressLine1Txt |
| City | OCEAN CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 218430572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL H JONES | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | CEO/VICE PRE | 000.00 | $0 | $0 | $0 |
| CHARLES JENKINS SR | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MARGIE MCBANE | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| TIMOTHY J KING | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | CFO/VICE PRE | 000.00 | $0 | $0 | $0 |
| WENDY NATHAN | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | ASST SEC/TRE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALCOHOLICS ANONYMOUS USES THE BUILDING OWNED BY THE FOUNDATION FOR MEETINGS NUMEROUS TIMES PER WEEK. ALSO AL-ANON AND AL-ATEEN. | Description1Txt |
| Description2 | NARCOTICS ANONYMOUS USES THE BUILDING OWNED BY THE FOUNDATION FOR MEETINGS NUMEROUS TIMES PER WEEK. | Description2Txt |
| Description3 | GAMBLERS ANONYMOUS USES THE BUILDING OWNED BY THE FOUNDATION FOR THEIR MEETINGS. | Description3Txt |
| Description4 | BUILDING IS KEPT OPEN 24 HOURS, 7 DAYS A WEEK FOR THESE ACTIVITIES AS WELL AS PROVIDING A SUBSTANCE FREE ENVIRONMENT FOR ACTIVITES INCLUDED COUNSELING ETC. | Description4Txt |
| Expenses4 | $244,598 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,457,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,653,961 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,653,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,629,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,812 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $158,812 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $158,812 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $158,812 | RemainingDistriFromCorpusAmt |
| Total Corpus | $158,812 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $158,812 | CurrentYearAmt |
| Year1 | $166,376 | Year1Amt |
| Year2 | $150,889 | Year2Amt |
| Year3 | $177,197 | Year3Amt |
| Total | $653,274 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $158,812 | CurrentYearAmt |
| Year1 | $166,376 | Year1Amt |
| Year2 | $150,889 | Year2Amt |
| Year3 | $177,197 | Year3Amt |
| Total | $653,274 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $54,305 | CurrentYearAmt |
| Year1 | $53,686 | Year1Amt |
| Year2 | $61,365 | Year2Amt |
| Year3 | $55,377 | Year3Amt |
| Total | $224,733 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES R JENKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 572 | AddressLine1Txt |
| City | OCEAN CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4102899100 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM OR INFORMATION IS REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN LEGION | ||||||||
| PO BOX 7077 | INDIANAPOLIS | IN | 46207 | NONE | UNRESTRICTED | $200 | ||
| ARBOR DAY FOUNDATION | ||||||||
| PO BOX 82503 | LINCOLN | NE | 685012500 | NONE | UNRESTRICTED | $20 | ||
| ART LEAGUE OF OCEAN CITY | ||||||||
| P O BOX 3503 | OCEAN CITY | MD | 21843 | NONE | UNRESTRICTED | $2,500 | ||
| ASSATEAGUE COASTAL BAYS | ||||||||
| 10959 WORCESTER HWY | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $1,000 | ||
| ATLANTIC CLUB | ||||||||
| PO BOX 563 | OCEAN CITY | MD | 21843 | NONE | WALK FOR RECOVERY | $500 | ||
| ATLANTIC GENERAL HOSPITAL FOUNDATIO | ||||||||
| 9733 HEALTHWAY DRIVE | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $1,000 | ||
| B'MORE CLUBHOUSE | ||||||||
| 831 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | UNRESTRICTED | $250 | ||
| BAYSIDE BREEZE 18U WINGATE | ||||||||
| 2327 HUDSON DRIVE | SALISBURY | MD | 21804 | NONE | UNRESTRICTED | $500 | ||
| BEACH TO BAY HERITAGE AREA | ||||||||
| 14 S MAIN STREET | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $500 | ||
| BERLIN FIRE COMPANY | ||||||||
| 214 N MAIN ST | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $2,000 | ||
| BLESS OUR CHILDREN | ||||||||
| 1729 N SALISBURY BLVD | SALISBURY | MD | 21801 | NONE | UNRESTRICTED | $1,000 | ||
| BOYS TOWN | ||||||||
| PO BOX 5000 | BOYS TOWN | NE | 680109989 | NONE | UNRESTRICTED | $50 | ||
| CHESAPEAKE BAY FOUNDATION | ||||||||
| PO BOX 17445 | BELTIMORE | MD | 212988268 | NONE | UNRESTRICTED | $100 | ||
| CITIZENS FOR A BETTER EASTERN SHORE | ||||||||
| PO BOX 882 | EASTVILLE | VA | 23347 | NONE | UNRESTRICTED | $500 | ||
| COASTAL HOSPICE | ||||||||
| 1500 OCEAN PARKWAY | OCEAN PINES | MD | 21811 | NONE | UNRESTRICTED | $2,000 | ||
| COMMUNITY FOUNDATION OF THE EASTERN | ||||||||
| 1324 BELMONT AVE | SALISBURY | MD | 21804 | NONE | UNRESTRICTED | $2,000 | SHORE | SUITE 401 |
| DIAKONIA | ||||||||
| 12747 OLD BRIDGE RD | OCEAN CITY | MD | 21842 | NONE | UNRESTRICTED | $1,000 | ||
| DRAVET SYNDROME FOUNDATION INC | ||||||||
| PO BOX 3026 | CHERRY HILL | NJ | 08134 | NONE | UNRESTRICTED | $1,000 | ||
| GRACE FOUNDATION OF TAYLORS ISLAND | ||||||||
| PO BOX 119 | TAYLORS ISLAND | MD | 21669 | NONE | UNRESTRICTED | $200 | ||
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | UNRESTRICTED | $200 | ||
| JUNIOR ACHIEVEMENT OF THE EASTERN | ||||||||
| 301 TILGHMAND RD | SALISBURY | MD | 21804 | NONE | TOURNAMENT SPONSOR | $500 | SHORE | SUITE 101 |
| JUPITER ISLAND HISTORICAL SOCIETY | ||||||||
| PO BOX 938 | HOBE SOUND | FL | 33475 | NONE | UNRESTRICTED | $150 | ||
| K & K RAPTORS TRAVEL SOFTBALL | ||||||||
| 23911 E HURLEY NECK ROAD | MARDELA SPRINGS | MD | 21837 | NONE | MACKENZIE WINGATE | $500 | ||
| LIFE CRISIS CENTER | ||||||||
| PO BOX 387 | SALISBURY | MD | 21803 | NONE | UNRESTRICTED | $500 | ||
| LOWER SHORE LAND TRUST | ||||||||
| 100 RIVER STREET | SNOW HILL | MD | 21863 | NONE | UNRESTRICTED | $2,800 | ||
| MARLINS FOR MASON | ||||||||
| 10324 PLANTATION LANE | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $500 | CATCH A CURE FOR DRAVET | |
| MARYLAND FOOD BANK | ||||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 21227 | NONE | UNRESTRICTED | $1,000 | ||
| MARYLAND PUBLIC TELEVISION | ||||||||
| 117667 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | NONE | UNRESTRICTED | $70 | ||
| NATIONAL AUDUBON SOCIETY | ||||||||
| PO BOX 97188 | WASHINGTON | DC | 20077 | NONE | UNRESTRICTED | $100 | ||
| NATIONAL CHILD SAFETY COUNCIL | ||||||||
| ONE WEST MARKET STREET RO | SNOW HILL | MD | 21863 | NONE | UNRESTRICTED | $500 | ||
| OCEAN CITY ELEMENTARY SCHOOL | ||||||||
| 12828 CENTER DRIVE | OCEAN CITY | MD | 21842 | NONE | READING PROGRAMS | $1,000 | ||
| OCEAN CITY LIFE SAVINGS MUSEUM | ||||||||
| PO BOX 603 | OCEAN CITY | MD | 21843 | NONE | UNRESTRICTED | $1,000 | ||
| OCEAN CITY LIONS CLUB | ||||||||
| 12534 AIRPORT RD | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $1,000 | ||
| OCEAN CITY VOLUNTEER FIRE CO | ||||||||
| 1409 PHILADELPHIA AVE | OCEAN CITY | MD | 21842 | NONE | UNRESTRICTED | $1,000 | ||
| OLD SALEM MUSEUM GARDEN | ||||||||
| 600 SOUTH MAIN ST | WINSTONSALEM | NC | 27101 | NONE | UNRESTRICTED | $500 | ||
| PAWS FOR PURPLE HEARTS | ||||||||
| 7404 COMMERCE WY | RUTHER GLEN | VA | 22546 | NONE | UNRESTRICTED | $100 | ||
| RACKLIFFE HOUSE TRUST | ||||||||
| PO BOX 561 | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $500 | ||
| SACRED HEART SOUTHERN MISSION | ||||||||
| PO BOX 300 | WALLS | MS | 38680 | NONE | UNRESTRICTED | $50 | ||
| SALISBURY UNIVERSITY FOUNDATION | ||||||||
| 1101 CAMDEN AVENUE | SALISBURY | MD | 21801 | NONE | NABB RESEARCH CENTER | $22,000 | ||
| SHORE HISTORY | ||||||||
| PO BOX 179 | ONANCOCK | VA | 23417 | NONE | UNRESTRICTED | $250 | ||
| SOMERSET COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 181 | PRINCESS ANN | MD | 21853 | NONE | UNRESTRICTED | $250 | ||
| ST JOSEPH'S INDIAN SCHOOL | ||||||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 57325 | NONE | UNRESTRICTED | $40 | ||
| ST MARY STAR OF THE SEA CATHOLIC | ||||||||
| 17TH ST | OCEAN CITY | MD | 21842 | NONE | UNRESTRICTED | $500 | ||
| STAUNTON MILITARY ACADEMY | ||||||||
| PO BOX 958 | STAUNTON | VA | 244020958 | NONE | UNRESTRICTED | $1,000 | ||
| STEPHEN DECATUR HIGH SCHOOL | ||||||||
| 9913 SEAHAWK RD | BERLIN | MD | 21811 | NONE | FOR TRACK & FIELD EQUIPMENT | $1,000 | ||
| TAYLORVILLE CHRISTIAN CHURCH | ||||||||
| PO BOX 456 | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $1,350 | ||
| THE BRIDGE RADIO | ||||||||
| PO BOX 680 | MILFORD | DE | 19963 | NONE | UNRESTRICTED | $200 | ||
| THE CRICKET CENTER | ||||||||
| PO BOX 97 | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $250 | ||
| THE GRACE CENTER | ||||||||
| 10226 OLD OCEAN CITY BLVD | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $500 | UNIT 2 | |
| TIDAL HEALTH FOUNDATION | ||||||||
| 100 E CARROLL STREET | SALISBURY | MD | 21801 | NONE | UNRESTRICTED | $1,000 | ||
| TMS GLOBAL | ||||||||
| PO BOX 936559 | ATLANTA | GA | 31193 | NONE | MISSIONARY: CAROL ARGO 3087 | $1,000 | ||
| TOYS FOR TOTS | ||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | UNRESTRICTED | $1,000 | ||
| TYREE AFRICAN METHODIST CHURCH | ||||||||
| 10049 GERMANTOWN RD | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $2,000 | PO BOX 605 | |
| US KENNELS INC | ||||||||
| 926 SNOW HILL RD | SALISBURY | MD | 21804 | NONE | UNRESTRICTED | $1,000 | BLDG 900 | |
| VES LAND TRUST | ||||||||
| P O BOX 1114 | EXMORE | VA | 23350 | NONE | UNRESTRICTED | $1,000 | ||
| WESLEY THEOLOGICAL SEMINARY ANNUAL | ||||||||
| 4500 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | UNRESTRICTED | $2,000 | ||
| WOR-WIC COMMUNITY COLLEGE FOUNDATIO | ||||||||
| 32000 CAMPUS DR | SALISBURY | MD | 21804 | NONE | UNRESTRICTED | $1,000 | ||
| WORCESTER COMMISION ON AGING | ||||||||
| 4767 SNOW HILL RD | SNOW HILL | MD | 21863 | NONE | UNRESTRICTED | $500 | ||
| WORCESTER COUNTY DEVELOPMENT CENTER | ||||||||
| 8545 NEWARK RD | NEWARK | MD | 21841 | NONE | UNRESTRICTED | $1,000 | ||
| WORCESTER COUNTY GOLD | ||||||||
| PO BOX 335 | SNOW HILL | MD | 21863 | NONE | UNRESTRICTED | $1,000 | ||
| WORCESTER COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 48 | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $1,000 | ||
| WORCESTER COUNTY VETERANS MEMORIAL | ||||||||
| PO BOX 1576 | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $500 | ||
| WORCESTER PREPARATORY SCHOOL | ||||||||
| 508 S MAIN ST | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $11,000 | ||
| YOUTH FOR CHRIST | ||||||||
| 8900 BELAIR RD | BALTIMORE | MD | 21236 | NONE | UNRESTRICTED | $400 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,030 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,412 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,485 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $45,745 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,782 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,782 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,424 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ATLANTIC CLUB | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 563 | AddressLine1Txt |
| City | OCEAN CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $67,125 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| ROUTE 50 BUILDING | 1988-09-30 | $246,530 | $212,375 | S/L | 40.0000 | $6,163 | $6,163 | $6,163 |
| ROUTE 50 LAND | 1988-09-30 | $75,000 | ||||||
| ROUTE 50 TELEPHONE | 1988-09-30 | $1,460 | $1,460 | 10.0000 | ||||
| R0UTE 50 CARPET | 1996-07-25 | $2,340 | $2,340 | S/L | 5.0000 | |||
| ROUTE 50 IMPROVEMENT | 1998-01-08 | $4,000 | $2,475 | S/L | 40.0000 | $100 | $100 | $100 |
| NEW HEATING & AIR UNIT | 1998-10-01 | $52,600 | $31,560 | S/L | 40.0000 | $1,315 | $1,315 | $1,315 |
| CAPIT. LABOR-HEATING UNIT | 1998-11-19 | $9,916 | $5,908 | S/L | 40.0000 | $248 | $248 | $248 |
| FURNISHINGS | 2005-03-02 | $9,000 | $9,000 | S/L | 7.0000 | |||
| ICE MAKER | 2012-09-04 | $2,930 | $2,930 | S/L | 7.0000 | |||
| DELAWARE ELEVATOR | 2017-09-06 | $10,000 | $1,293 | S/L | 39.0000 | $256 | $256 | $256 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PNC INVESTMENTS | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $136,258 | GrossSalesPriceAmt |
| Basis | $132,476 | BasisAmt |
| Total Net | $3,782 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK STRATEGIC INCOME | $40,615 | $39,697 |
| DODGE & COX INCOME FUND | $677,199 | $560,492 |
| PAYDEN LOW DURATION BOND FUND | $238,950 | $231,613 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES INC | $10,203 | $19,370 |
| ABBVIE INC | $17,306 | $26,831 |
| AMERICAN ELECTRIC POWER INC | $11,693 | $14,292 |
| APPLE INC | $2,943 | $13,697 |
| BANK OF AMERICA | $4,433 | $5,065 |
| BROADCOM IN | $15,802 | $45,682 |
| CHEVRON CORPORATION | $29,093 | $47,888 |
| CISCO SYSTEMS | $15,729 | $26,880 |
| DELAWARE VALUE FUND R 6 | ||
| FEDERATED STRATEGIC VALUE FD | $75,000 | $85,000 |
| ISHARES BARCLAYS 0-5 YEARS TIPS | $25,067 | $24,618 |
| ISHARES TIPS BOND ETF | $25,076 | $23,752 |
| JOHNSON AND JOHNSON | $12,535 | $18,690 |
| KEURIG DR PEPPER INC | $11,408 | $3,946 |
| KIMBERLY CLARK CORP | $11,637 | $11,118 |
| MERCK & CO | $14,911 | $25,738 |
| MICROSOFT CORP | $13,210 | $78,938 |
| NEXTERA ENERGY INC | $11,795 | $24,062 |
| PFIZER | $30,702 | $31,512 |
| POLEN GROWTH FUND INS | $8,560 | $7,905 |
| PRUDENTIAL FINANCIAL INC | $15,745 | $18,314 |
| TRUIST FINANCIAL CORP | $4,200 | $2,689 |
| VERIZON COMMUNICATIONS | $32,034 | $19,284 |
| VIATRIS | $1,681 | $1,154 |
| WEC ENERGY GROUP | $12,552 | $17,721 |
| WISDOM TREE US LARGE CAP DIV FUND | $70,729 | $184,470 |
| WISDOMTREE US QUALITY DIVI | $34,541 | $34,920 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $323,046 | $261,693 | $61,353 | $100,000 |
| EQUIPMENT | $4,390 | $4,390 | $1,000 | |
| FURNITURE&FIXTURE | $11,340 | $11,340 | $1,000 | |
| LAND | $75,000 | $75,000 | $75,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE BUILDING & CONTENTS | $12,439 | $12,439 | $12,439 |
| PAYROLL PROCESSING FEES | $2,427 | $2,427 | $2,427 |
| WORKMENS COMPENSATION | $769 | $769 | $769 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,839 | Amt |
| Net Investment Income | $5,839 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,839 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,743 | $12,743 | $12,743 |
| TAXES | $14,394 | $14,394 | $14,394 |
Comments