MID-SHORE COMMUNITY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MID-SHORE COMMUNITY FOUNDATION INC (EIN 52-1782373)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349313596
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T15:43:52-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260794367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MID-ATLANTIC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 MT HERMON ROAD | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521782373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MID SHORE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDS | BusinessNameControlTxt |
| Phone | 4108208175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E DOVER STREET | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BUCK DUNCAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4108208175 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BUCK | PersonFirstNm |
| Person Last | DUNCAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS A HALL | PreparerPersonNm |
| PTIN | P00503576 | PTIN |
| Phone | 4107421328 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BUCK DUNCAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E DOVER STREET | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,107,369 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROVIDES GRANTS TO MID-SHORE RECIPIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,863,794 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,460,045 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,169,171 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,543,093 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,727 | PYOtherRevenueAmt |
| CY Other Revenue | $17,321 | CYOtherRevenueAmt |
| PY Total Revenue | $16,043,692 | PYTotalRevenueAmt |
| CY Total Revenue | $13,020,459 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,798,832 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,047,169 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $607,450 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $602,826 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $174,063 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,188,053 | PYOtherExpensesAmt |
| CY Other Expenses | $2,089,704 | CYOtherExpensesAmt |
| PY Total Expenses | $9,594,335 | PYTotalExpensesAmt |
| CY Total Expenses | $8,739,699 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,449,357 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,280,760 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $114,429,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,854,685 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,594,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,849,826 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $103,834,733 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $112,004,859 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION CONNECTS PRIVATE RESOURCES WITH PUBLIC NEEDS TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF CAROLINE, DORCHESTER, KENT, QUEEN ANNE'S AND TALBOT COUNTIES, MARYLAND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,127,522 | ExpenseAmt |
| Grant | $3,127,522 | GrantAmt |
| Desc | EDUCATION/YOUTH DEVELOPMENT - COLLEGE SCHOLARSHIPS FOR NEEDY AND DESERVING STUDENTS. ALSO SUPPORT FOR MID-SHORE INDEPENDENT SCHOOLS AND PUBLIC LIBRARIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,849,125 | ExpenseAmt |
| Grant | $1,849,125 | GrantAmt |
| Desc | HUMAN SERVICES - SUPPORT OF LOCAL HUMAN SERVICES PROGRAMMING | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $604,183 | ExpenseAmt |
| Grant | $604,183 | GrantAmt |
| Desc | YOUTH DEVELOPMENT - SUPPORT OF YOUTH SPORTS, ARTS PROGRAMS, SUMMER CAMPS, MENTORING PROGRAMS, SCHOOL FIELD TRIPS AND EXTRACURRICULAR OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,766,872 | ExpenseAmt |
| Grant | $466,339 | GrantAmt |
| Desc | HISTORIC PRESERVATION, HEALTH & DISABILITY, ENVIRONMENT, ARTS & CULTURE AND ANIMAL WELFARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,766,872 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $466,339 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,347,702 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBIN HILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4108208175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E DOVER STREET | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| HEATHER GUERIERI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE RYAN | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HARRIETTE LOWERY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON GABRIELIAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG MEEKINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH ANN JONES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN FOLARIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOLBERT ROWE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRYAN MATTHEWS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID NAGEL | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| E JEAN ANTHONY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN DEOUDES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES LERNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FELIX MORRISON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET RENNELS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MOORHEAD VERMILYE | ||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CLEMENT HATHAWAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM CHRISTOPHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH L HOLT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN A LEWIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA LOUKIDES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNY RHODES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY TYLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER BACHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN CASHEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE FOX | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW MEEHAN | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANCY MUGELE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES TAYLOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE RIDEOUT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT SUMMERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BUCK DUNCAN | ||||||
| PRESIDENT | 40.00 | $170,253 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $170,253 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MASON COMPANIES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11921 FREEDOM DRIVE SUITE 1000 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT SERVICES | ServicesDesc |
| Compensation | $123,718 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,460,045 | AllOtherContributionsAmt |
| Noncash Contributions | $743,776 | NoncashContributionsAmt |
| Total Contributions | $6,460,045 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,494,689 | TotalRevenueColumnAmt |
| Exclusion | $3,494,689 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,550 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,725 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$40,175 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,175 | TotalRevenueColumnAmt |
| Exclusion | -$40,175 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,083,589 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,035,185 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,048,404 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,048,404 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,048,404 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE SERVICES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $57,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,496 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,496 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,020,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,105,900 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,454,514 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,785,443 | TotalAmt |
| Program Services | $4,785,443 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,726 | TotalAmt |
| Program Services | $1,236,726 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,150 | TotalAmt |
| Management And General | $343,613 | ManagementAndGeneralAmt |
| Fundraising | $114,537 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,426 | TotalAmt |
| Management And General | $25,070 | ManagementAndGeneralAmt |
| Fundraising | $8,356 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,398 | TotalAmt |
| Management And General | $56,548 | ManagementAndGeneralAmt |
| Fundraising | $18,850 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,852 | TotalAmt |
| Management And General | $26,889 | ManagementAndGeneralAmt |
| Fundraising | $8,963 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,805 | TotalAmt |
| Management And General | $29,805 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,068 | TotalAmt |
| Management And General | $315,068 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,718 | TotalAmt |
| Management And General | $123,718 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,351 | TotalAmt |
| Management And General | $5,676 | ManagementAndGeneralAmt |
| Fundraising | $5,675 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,051 | TotalAmt |
| Management And General | $18,046 | ManagementAndGeneralAmt |
| Fundraising | $2,005 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,455 | TotalAmt |
| Management And General | $148,455 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,725 | TotalAmt |
| Management And General | $51,725 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,204 | TotalAmt |
| Management And General | $602 | ManagementAndGeneralAmt |
| Fundraising | $602 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,562 | TotalAmt |
| Management And General | $27,407 | ManagementAndGeneralAmt |
| Fundraising | $8,155 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,744 | TotalAmt |
| Management And General | $1,744 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,509 | TotalAmt |
| Management And General | $12,509 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND EXPENSES | $1,300,533 | $1,300,533 | ||
| MEMBERSHIP, SUBSCRIPTIO | $27,680 | $20,760 | $6,920 | |
| OTHER EXPENSES | $5,665 | $5,665 | ||
| EQUIPMENT RENTAL | $4,634 | $4,634 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,739,699 | TotalAmt |
| Program Services | $7,347,702 | ProgramServicesAmt |
| Management And General | $1,217,934 | ManagementAndGeneralAmt |
| Fundraising | $174,063 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,519 | BOYAmt |
| EOY | $11,761 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,711,115 | BOYAmt |
| EOY | $6,218,640 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,954 | BOYAmt |
| EOY | $6,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,238,863 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $693,676 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570,602 | BOYAmt |
| EOY | $1,545,187 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,702,764 | BOYAmt |
| EOY | $113,608,218 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,411,168 | BOYAmt |
| EOY | $1,464,300 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,429,122 | BOYAmt |
| EOY | $122,854,685 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,759 | BOYAmt |
| EOY | $81,033 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,754,003 | BOYAmt |
| EOY | $3,638,785 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,588,627 | BOYAmt |
| EOY | $7,130,008 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,594,389 | BOYAmt |
| EOY | $10,849,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,309,579 | BOYAmt |
| EOY | $17,539,538 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,525,154 | BOYAmt |
| EOY | $94,465,321 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,834,733 | BOYAmt |
| EOY | $112,004,859 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,429,122 | BOYAmt |
| EOY | $122,854,685 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,280,760 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,900,063 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$10,697 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,647,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,437,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,238,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,863,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,460,045 | CurrentTaxYearAmt |
| Total | $37,646,875 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,647,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,437,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,238,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,863,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,460,045 | CurrentTaxYearAmt |
| Total | $37,646,875 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $37,646,875 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,741,253 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,045,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,258,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,193,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,506,239 | CurrentTaxYearAmt |
| Total | $12,745,352 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,496 | CurrentTaxYearAmt |
| Total | $287,480 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,679,707 | TotalSupportAmt |
| Public Support CY170 | 0.74280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 101 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,810,612 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,550,814 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $43,727,048 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,742,387 | BeginningYearBalanceAmt |
| Contributions | $1,872,975 | ContributionsAmt |
| Investment Earnings Or Losses | $8,449,167 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,373,713 | GrantsOrScholarshipsAmt |
| End Year Balance | $89,690,816 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,573,161 | BeginningYearBalanceAmt |
| Contributions | $7,909,857 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,746,948 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,993,683 | GrantsOrScholarshipsAmt |
| End Year Balance | $84,742,387 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,012,304 | BeginningYearBalanceAmt |
| Contributions | $1,098,937 | ContributionsAmt |
| Investment Earnings Or Losses | $24,775,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,373,293 | GrantsOrScholarshipsAmt |
| End Year Balance | $94,513,867 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,981,037 | BeginningYearBalanceAmt |
| Contributions | $733,121 | ContributionsAmt |
| Investment Earnings Or Losses | $2,240,409 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,668,613 | GrantsOrScholarshipsAmt |
| End Year Balance | $70,285,954 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,371,305 | BeginningYearBalanceAmt |
| Contributions | $970,977 | ContributionsAmt |
| Investment Earnings Or Losses | $3,338,163 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,699,408 | GrantsOrScholarshipsAmt |
| End Year Balance | $68,981,037 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $811,268 | OtherCostOrOtherBasisAmt |
| Book Value | $811,268 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,284,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $559,276 | DepreciationAmt |
| Book Value | $724,820 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,840 | DepreciationAmt |
| Book Value | $4,411 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,560 | DepreciationAmt |
| Book Value | $4,688 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,545,187 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY OBLIGATION | $160,438 |
| AGENCY PAYABLES | $6,969,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,130,008 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,646,482 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,900,063 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $41,028 | OtherRevenueAmt |
| Revenue Not Reported | $3,941,091 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,705,391 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $315,068 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $315,068 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,020,459 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,476,356 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $51,725 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $51,725 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,424,631 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $315,068 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $315,068 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,739,699 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF FEDERAL AND STATE INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE FOUNDATION REVIEWS AND ASSESSES ALL ACTIVITIES TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAIN TAX POSITIONS. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, NO PROVISION FOR INCOME TAXES WAS MADE FOR THE FOUNDATION, AS THE ORGANIZATION HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME AND DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. TAX YEARS CONSIDERED OPEN AND SUBJECT TO EXAMINATION INCLUDE RETURNS FOR THE FOUNDATION FOR THE YEARS ENDED JUNE 30, 2020 THROUGH JUNE 30, 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPLIT-INTEREST AGREEMENTS - CHANGE IN VALUE RENTAL EXPENSES - 50% OF BULLITT HOUSE |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES - 50% OF BULLITT HOUSE |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPLIT-INTEREST AGREEMENTS - CHANGE IN VALUE $10,697 RENTAL EXPENSES - 50% OF BULLITT HOUSE $51,725 TOTAL TO SCHEDULE D, PART XI, LINE 2D $62,422 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES - 50% OF BULLITT HOUSE $40,202 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Cash Grant | $25,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (114 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AARON'S PLACE INC | ||||||||
| 401 ALDERSGATE DRIVE | DENTON | MD | 21629 | 842099035 | 501(C)(3) | $6,500 | $0 | PROGRAMS |
| ACADEMY ART MUSEUM INC | ||||||||
| 106 SOUTH STREET | EASTON | MD | 21601 | 526051766 | 501(C)(3) | $35,000 | $0 | PROGRAMS |
| THE ANIMAL CARE SHELTER FOR KENT COUNTY | ||||||||
| 10168 WORTON ROAD | CHESTERTOWN | MD | 80920 | $20,000 | $0 | PROGRAMS/VET CENTER SUPPORT ROOM | ||
| BAAM INC | ||||||||
| 31 JOWITE STREET | EASTON | MD | 21617 | 841677829 | $18,764 | $0 | PROGRAMS | |
| BAY HUNDRED COMMUNITY VOLUNTEERS INC | ||||||||
| PO BOX 12 | MCDANIEL | MD | 21647 | 820552436 | 501(C)(3) | $8,000 | $0 | PROGRAMS |
| CAMBRIDGE ADVENTIST CHURCH | ||||||||
| 3105 MALLARD COURT | CAMBRIDGE | MD | 216781432 | RELIGIOUS ORG | $10,000 | $0 | PROGRAMS | |
| CAMBRIDGE CHURCH OF THE NAZARENE | ||||||||
| 97 SANDY HILL ROAD | CAMBRIDGE | MD | 216630354 | RELIGIOUS ORG | $15,000 | $0 | PROGRAMS | |
| CASA OF THE MID-SHORE | ||||||||
| 111 N WEST STREET STE B | EASTON | MD | 216790008 | 521568597 | 501(C)(3) | $41,000 | $0 | PROGRAMS/IT UPGRADE |
| CHANNEL MARKER INC | ||||||||
| 8865 GLEBE PARK DRIVE UNIT 1 | EASTON | MD | 216012949 | 521244067 | 501(C)(3) | $17,500 | $0 | PROGRAMS |
| CHESAPEAKE COLLEGE FOUNDATION INC | ||||||||
| PO BOX 8 | WYE MILLS | MD | 216130775 | 521104909 | 501(C)(3) | $172,054 | $0 | PROGRAMS/FINANCIAL AID |
| CHESAPEAKE FILM FESTIVAL INC | ||||||||
| 127 NORTH WEST STREET | EASTON | MD | 21673 | 273268440 | 501(C)(3) | $17,500 | $0 | PROGRAMS |
| CHESAPEAKE MULTICULTURAL RESOURCE CENTER INC | ||||||||
| 331 EAST DOVER STREET | EASTON | MD | 216171218 | 460893377 | 501(C)(3) | $18,000 | $0 | PROGRAMS |
| CHESTERTOWN RIVER ARTS | ||||||||
| 315 HIGH STREET SUITE 106 | CHESTERTOWN | MD | 216630354 | 521467733 | 501(C)(3) | $16,000 | $0 | PROGRAMS |
| CHESTERWYE FOUNDATION INC | ||||||||
| PO BOX 121 | QUEENSTOWN | MD | 21601 | 521285131 | 501(C)(3) | $67,926 | $0 | PROGRAMS |
| CHRIST CHURCH | ||||||||
| PO BOX S | ST MICHAELS | MD | 21601 | RELIGIOUS ORG | $35,000 | $0 | PROGRAMS | |
| COMPASS REGIONAL HOSPICE INC | ||||||||
| 160 COURSEVALL DRIVE | CENTREVILLE | MD | 20774 | 521414892 | 501(C)(3) | $20,000 | $0 | PROGRAMS |
| CO-OP ARUNDEL | ||||||||
| 214 ST ANTONS WAYS | ARNOLD | MD | 21601 | $10,000 | $0 | PROGRAMS | ||
| CRITCHLOW ADKINS CHILDREN'S CENTER | ||||||||
| 133 NORTH WASHINGTON STREET | EASTON | MD | 21601 | 237404362 | 501(C)(3) | $20,300 | $0 | PROGRAMS/FINANCIAL AID/FURNITURE REPLACEMENT |
| CRU | ||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | 330863088 | 501(C)(3) | $7,500 | $0 | PROGRAMS |
| DENTON WESLEYAN CAMP | ||||||||
| 424 EAST WESLEY CIRCLE | DENTON | MD | 21617 | $191,500 | $0 | PROGRAMS AND 2022 PROJECTS | ||
| DORCHESTER CHAMBER FOUNDATION INC | ||||||||
| 306 HIGH STREET | CAMBRIDGE | MD | 29606 | 522267791 | 501(C)(3) | $10,000 | $0 | SCHOLARSHIPS |
| ECHO HILL OUTDOOR SCHOOL | ||||||||
| 13655 BLOOMINGNECK ROAD | WORTON | MD | 216011029 | 237301918 | 501(C)(3) | $50,000 | $0 | SCHOLARSHIPS/RECONSTRUCTION OF BOAT SHED/DOCK |
| FOR ALL SEASONS INC | ||||||||
| 300 TALBOT ST | EASTON | MD | 216011143 | 521496434 | 501(C)(3) | $16,432 | $0 | PROGRAMS |
| HABITAT FOR HUMANITY CHOPTANK INC | ||||||||
| 29349 MAPLE AVE SUITE 3 | TRAPPE | MD | 21620 | 521785188 | 501(C)(3) | $25,000 | $0 | PROGRAMS |
| HARVESTING HOPE YOUTH AND FAMILY SERVICES INC | ||||||||
| 204 CEDAR STREET STE 102 | CAMBRIDGE | MD | 21012 | 813578053 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| HAVEN MINISTRIES INC | ||||||||
| PO BOX 44 | CHESTER | MD | 21601 | 271048008 | 501(C)(3) | $15,000 | $0 | PROGRAMS |
| HISPANIC ALLIANCE | ||||||||
| PO BOX 17934 | GREENVILLE | SC | 29606 | $30,000 | $0 | PROGRAMS | ||
| HORIZONS OF KENT AND QUEEN ANNE'S COUNTIES | ||||||||
| 116-B SOUTH LYNCHBURG ST | CHESTERTOWN | MD | 21620 | 461800850 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| KENT ASSOCIATION OF RIDING THERAPY | ||||||||
| PO BOX 126 | WORTON | MD | 216781432 | 521356842 | 501(C)(3) | $6,000 | $0 | PROGRAMS |
| KENT ATTAINABLE HOUSING | ||||||||
| 200 RADCLIFFE DRIVE | CHESTERTOWN | MD | 21620 | $50,000 | $0 | PROGRAMS | ||
| KENT SCHOOL INC | ||||||||
| 6788 WILKINS LANE | CHESTERTOWN | MD | 21620 | 520856397 | 501(C)(3) | $30,000 | $0 | PROGRAMS |
| KEY SCHOOL INC | ||||||||
| 534 HILLSMERE DRIVE | ANNAPOLIS | MD | 21403 | 520701774 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| MARTIN'S HOUSE & BARN | ||||||||
| 14374 BENEDICTINE LANE | RIDGELY | MD | 21660 | $7,500 | $0 | PROGRAMS | ||
| MID-SHORE COUNCIL ON FAMILY VIOLENCE INC | ||||||||
| 8626 BROOKS DRIVE SUITE 102 | EASTON | MD | 21601 | 521179234 | 501(C)(3) | $15,000 | $0 | PROGRAMS |
| NEIGHBORHOOD SERVICE CENTER INC | ||||||||
| 126 PORT STREET | EASTON | MD | 21601 | 520982396 | 501(C)(3) | $57,000 | $0 | PROGRAMS |
| NEW BEGINNINGS YOUTH AND FAMILY SERVICES INC | ||||||||
| 522 GREENWOOD AVENUE | CAMBRIDGE | MD | 21613 | 522093660 | 501(C)(3) | $20,000 | $0 | PROGRAMS |
| PINE STREET COMMITTEE INC | ||||||||
| 615B PINE STREET | CAMBRIDGE | MD | 21613 | 522100019 | 501(C)(3) | $15,000 | $0 | PROGRAMS |
| POSITIVE STRIDES INC | ||||||||
| PO BOX 391 | EASTON | MD | 21601 | 521784328 | 501(C)(3) | $15,000 | $0 | PROGRAMS |
| RADCLIFFE CREEK SCHOOL INC | ||||||||
| 201 TALBOT BLVD SUITE A | CHESTERTOWN | MD | 21620 | 521970233 | 501(C)(3) | $25,000 | $0 | PROGRAMS/FINANCIAL AID |
| REALLY GREAT CATS RESCUE INC | ||||||||
| 7879 WHITWORTH CT | CHESTERTOWN | MD | 21620 | 522147889 | 501(C)(3) | $7,000 | $0 | PROGRAMS |
| REBUILDING TOGETHER KENT COUNTY MD | ||||||||
| PO BOX 180 | CHESTERTOWN | MD | 21620 | 753163984 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| SALISBURY UNIVERSITY FOUNDATION INC | ||||||||
| PO BOX 2655 | SALISBURY | MD | 21802 | 521127396 | 501(C)(3) | $60,058 | $0 | SCHOLARSHIPS |
| SAMARITAN GROUP INC | ||||||||
| PO BOX 934 | CHESTERTOWN | MD | 21620 | 562482514 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| SANDHILLS COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 3395 AIRPORT RD | PINEHURST | NC | 28374 | 560946799 | 501(C)(3) | $148,536 | $0 | PROGRAMS |
| SHORERIVERS INC | ||||||||
| 114 SOUTH WASHINGTON ST | EASTON | MD | 21601 | 263187608 | 501(C)(3) | $20,550 | $0 | PROGRAMS |
| SOCIETY OF ST VINCENT DE PAUL | ||||||||
| PO BOX 783 | EASTON | MD | 216170200 | RELIGIOUS ORG | $6,719 | $0 | PROGRAMS | |
| ST MICHAELS COMMUNITY CENTER INC | ||||||||
| PO BOX 354 | ST MICHAELS | MD | 21663 | 521698879 | 501(C)(3) | $134,469 | $0 | PROGRAMS/CAPITAL CAMPAIGN |
| SULTANA EDUCATION FOUNDATION | ||||||||
| PO BOX 524 | CHESTERTOWN | MD | 21620 | 522021090 | 501(C)(3) | $39,769 | $0 | PROGRAMS |
| SUN VALLEY FILM FESTIVAL INC | ||||||||
| PO BOX 3471 | SUN VALLEY | ID | 83353 | 611667380 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| TALBOT COMMUNITY CONNECTIONS INC | ||||||||
| PO BOX 2615 | EASTON | MD | 21601 | 010580596 | 501(C)(3) | $28,000 | $0 | PROGRAMS |
| TALBOT COUNTY PUBLIC SCHOOLS | ||||||||
| PO BOX 1029 | EASTON | MD | 21601 | 690520051 | GOVERNMENT | $45,095 | $0 | PROGRAMS |
| TALBOT HISTORICAL SOCIETY INC | ||||||||
| 30 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 526044645 | 501(C)(3) | $15,000 | $0 | PROGRAMS/RESTORATION OF COTTAGES |
| TALBOT HOSPICE FOUNDATION INC | ||||||||
| 586 CYNWOOD DR | EASTON | MD | 21601 | 521227747 | 501(C)(3) | $45,000 | $0 | PROGRAMS |
| TALBOT INTERFAITH SHELTER INC | ||||||||
| 107 GOLDSBOROUGH ST | EASTON | MD | 21601 | 264629046 | 501(C)(3) | $27,000 | $0 | PROGRAMS/CAPACITY BUILDING |
| THE COUNTRY SCHOOL | ||||||||
| 716 GOLDSBOROUGH STREET | EASTON | MD | 21601 | 520591569 | 501(C)(3) | $11,250 | $0 | PROGRAMS/FINANCIAL AID |
| THE GUNSTON SCHOOL INC | ||||||||
| PO BOX 200 | CENTERVILLE | MD | 21617 | 520614282 | 501(C)(3) | $52,000 | $0 | PROGRAMS/FINANCIAL AID |
| THE VESTRY OF WYE PARISH | ||||||||
| PO BOX 98 | WYE MILLS | MD | 216790098 | RELIGIOUS ORG | $164,856 | $0 | UNRESTRICTED | |
| TILGHMAN AREA YOUTH ASSOCIATION INC | ||||||||
| PO BOX 55 | TILGMAN | MD | 21671 | 450650952 | 501(C)(3) | $17,500 | $0 | PROGRAMS |
| TRINITY LUTHERAN CHURCH | ||||||||
| 1100 PHILADELPHIA ROAD | JOPPA | MD | 21085 | 520799211 | RELIGIOUS ORG | $148,536 | $0 | UNRESTRICTED |
| UM MEMORIAL HOSPITAL FOUNDATION INC | ||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 521282080 | 501(C)(3) | $30,000 | $0 | PROGRAMS |
| UNIV OF MARYLAND COLLEGE PARK STUDENT FINANCIAL SERVICES AND CASHIERING | ||||||||
| 1109 LEE BUILDING | COLLEGE PARK | MD | 207425151 | 526002033 | $60,058 | $0 | SCHOLARSHIPS | |
| WASHINGTON COLLEGE | ||||||||
| 300 WASHINGTON AVENUE | CHESTERTOWN | MD | 21620 | 520591691 | 501(C)(3) | $97,894 | $0 | PROGRAMS |
| WOODBERRY FOREST SCHOOL | ||||||||
| 402 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | 540519590 | 501(C)(3) | $40,000 | $0 | PROGRAMS |
| WYE RIVER UPPER SCHOOL INC | ||||||||
| 316 SOUTH COMMERCE STREET | CENTREVILLE | MD | 21617 | 352166557 | 501(C)(3) | $160,000 | $0 | PROGRAMS/FINANCIAL AID |
| YMCA OF THE CHESAPEAKE INC | ||||||||
| 111-1 EAST DOVER STREET | EASTON | MD | 21601 | 520646895 | 501(C)(3) | $87,500 | $0 | PROGRAMS/FINANCIAL AID |
| KENT ISLAND FEDERATION OF ARTS INC | ||||||||
| 405 MAIN ST | STEVENSVILLE | MD | 21666 | 511292410 | 501(C)(3) | $12,000 | $0 | PROGRAMS |
| QUEEN ANNE'S COUNTY FREE LIBRARY | ||||||||
| 121 S COMMERCE ST | CENTERVILLE | MD | 21617 | 520623993 | 501(C)(3) | $131,624 | $0 | KIDZONE/MOBILE LIBRARY |
| TALISMAN THERAPEUTIC RIDING INC | ||||||||
| 172 BLUE RIBBON LANE | GRASONVILLE | MD | 21638 | 454204697 | 501(C)(3) | $15,000 | $0 | RESTORATION AND REPAIR OF INDOOR ARENA |
| ALPHA GENESIS CDC | ||||||||
| PO BOX 125 | CAMBRIDGE | MD | 21613 | 463048436 | 501(C)(3) | $18,500 | $0 | PROGRAMS |
| BAYWATER ANIMAL RESCUE | ||||||||
| 4930 BUCKTOWN RD | CAMBRIDGE | MD | 21613 | $10,000 | $0 | PROGRAMS AND CAPITAL EXPANSION | ||
| CAMBRIDGE COMMUNITY RADIO INC | ||||||||
| 119 CHOPTANK AVE | CAMBRIDGE | MD | 21613 | 471854238 | 501(C)(3) | $10,000 | $0 | PROGRAMS AND STATION DEVELOPMENT AND EXPANSION |
| CASA OF CAROLINE INC | ||||||||
| 114 MARKET ST | DENTON | MD | 21629 | 820561419 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| CASCADES TENNIS JUNIOR SCHOLARSHIP FUND | ||||||||
| 39060 HIGHWAY 82 UNIT 15 | ASPEN | CO | 21601 | $10,000 | $0 | EDUCATION | ||
| CHANGING PERSPECTIVES | ||||||||
| PO BOX 710 | MONTPELIER | VT | 216790008 | $35,000 | $0 | EDUCATION | ||
| CHESAPEAKE HOUSING MISSION | ||||||||
| PO BOX 1051 | SALISBURY | MD | 21802 | 263435626 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 801 ROEDER ROAD 300 | SILVER SPRING | MD | 21617 | $1,074,634 | $0 | PROGRAMS | ||
| CHURCH HILL THEATRE INC | ||||||||
| 103 WALNUT ST BOX 91 | CHURCH HILL | MD | 21623 | $10,000 | $0 | PROGRAMS/MARQUEE | ||
| COAL CREEK THEATER | ||||||||
| 801 GRANT AVENUE | LOUISVILLE | CO | 21601 | $10,000 | $0 | PROGRAMS | ||
| COMMUNITY CIVIC LEAGUE OF FEDERALSBURG | ||||||||
| PO BOX 293 | FEDERALSBURG | MD | 216320293 | 521230398 | 501(C)(3) | $6,000 | $0 | PROGRAMS |
| EASTON HIGH SCHOOL | ||||||||
| 723 MECKLENBURG AVE | EASTON | MD | 21601 | GOVERNMENT | $10,000 | $0 | PROGRAMS/MARKER SPORT ROBOT | |
| EASTPOINT CHURCH | ||||||||
| 29000 INFORMATION LANE STE 304 | EASTON | MD | 21601 | RELIGIOUS ORG | $10,000 | $0 | PROGRAMS | |
| FARMERS AND HUNTERS FEEDING THE HUNGRY | ||||||||
| PO BOX 323 | WILLIAMSPORT | MD | 21795 | 522151919 | 501(C)(3) | $10,000 | $0 | MEAT PROCESSING |
| GARFIELD CENTER FOUNDATION INC | ||||||||
| PO BOX 37 | CHESTERTOWN | MD | 21620 | 522343419 | 501(C)(3) | $10,000 | $0 | PROGRAMS/TECHNOLOGY IMPROVEMENTS |
| INTERVALE CENTER | ||||||||
| 180 INTERVALE ROAD | BURLINGTON | VT | 21297 | $10,000 | $0 | PROGRAMS | ||
| JAZZ ALIVE | ||||||||
| 6846 BELLEVUE ROAD | ROYAL OAK | MD | 21403 | $7,000 | $0 | PROGRAMS | ||
| JOHNS HOPKINS UNIVERSITY AND MEDICINE | ||||||||
| $10,000 | $0 | PROGRAMS | ||||||
| KENT CONSERVATION & PRESERVATION ALLIANCE | ||||||||
| 503 WASHINGTON AVE SUITE 256 | CHESTERTOWN | MD | 21620 | 501(C)(3) | $15,000 | $0 | PROGRAMS | |
| MARYLAND ASSOCIATION FOR PARKINSON SUPPORT | ||||||||
| PO BOX 450 | BROOKLANDVILLE | MD | 21022 | 463905854 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| MID SHORE COMMUNITY MEDIATON CENTER | ||||||||
| 8626 BROOKS DRIVE SUITE 204 | EASTON | MD | 21601 | 202779553 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| OPEN DOORS PARTNERS IN EDUCATION | ||||||||
| 103 CHURCH ALLEY | CHESTERTOWN | MD | 21620 | 852280696 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| PEOPLE FOR CHANGE COALITION INC | ||||||||
| 9500 ARENA DRIVE | UPPER MARLBORO | MD | 20774 | 452570020 | 501(C)(3) | $19,300 | $0 | PROGRAMS |
| PLEASANT DAY MEDICAL ADULT DAY CARE | ||||||||
| 2474 CAMBRIDGE BELTWAY | CAMBRIDGE | MD | 21613 | 501(C)(3) | $10,000 | $0 | PROGRAMS | |
| ST PAUL'S EPISCOPAL CHURCH | ||||||||
| 301 SOUTH LIBERTY STREET | CENTERVILLE | MD | 21660 | RELIGIOUS ORG | $20,000 | $0 | PROGRAMS | |
| THE JOURNEY A WESLEYAN CHURCH | ||||||||
| 255 WILSON HIGHWAY | MILLSBORO | DE | 21613 | RELIGIOUS ORG | $50,000 | $0 | 15 PASSENGER VEHICLE WITH WHEELCHAIR MODIFICATIONS | |
| THIRD HAVEN FRIENDS MEETING | ||||||||
| 405 S WASHINGTON STREET | EASTON | MD | 21601 | RELIGIOUS ORG | $30,000 | $0 | PROGRAMS | |
| UM SHORE REGIONAL HEALTH | ||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21617 | 522046500 | 501(C)(3) | $30,000 | $0 | PROGRAMS |
| UNIVERSITY OF RICHMOND | ||||||||
| 110 UR DRIVE SUITE 201 | RICHMOND | VA | 23173 | 540505965 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| WATERS UNITED METHODIST CHURCH | ||||||||
| 205 MARKET STREET | OXFORD | MD | 29601 | RELIGIOUS ORG | $6,728 | $0 | MEMORIAL DONATION | |
| BENEDICTINE SCHOOL FOUNDATION | ||||||||
| 14299 BENEDICTINE LANE | RIDGELY | MD | 207425151 | $6,103 | $0 | PROGRAMS | ||
| CHESAPEAKE AUDUBON SOCIETY | ||||||||
| 11450 AUDUBON LANE | EASTON | MD | 216012631 | $58,000 | $0 | PROGRAMS | ||
| EASTON CHORAL ARTS SOCIETY INC | ||||||||
| PO BOX 13 | EASTON | MD | 216630354 | $5,243 | $0 | PROGRAMS | ||
| EASTON ROTARY CLUB YOUTH AND COMMUNITY FUND | ||||||||
| PO BOX 2132 | EASTON | MD | 216171218 | $16,729 | $0 | PROGRAMS | ||
| FAMILY & FRIENDS OF ASBURY & GREEN CHAPPEL | ||||||||
| PO BOX 3241 | EASTON | MD | 21601 | $10,000 | $0 | PROGRAMS | ||
| GRASONVILLE VOLUNTEER FIRE DEPARTMENT | ||||||||
| 4128 MAIN STREET | GRASONVILLE | MD | 21802 | $82,645 | $0 | PROGRAMS | ||
| JUNIOR ACHIEVEMENT OF THE EASTERN SHORE INC | ||||||||
| 301 TILGHMAN ROAD 101 | SALISBURY | MD | 21801 | $5,713 | $0 | PROGRAMS | ||
| MARYLAND FOOD BANK EASTERN SHORE | ||||||||
| 28500 OWENS BRANCH ROAD | SALISBURY | MD | 21801 | $10,000 | $0 | PROGRAMS | ||
| MID-ATLANTIC SYMPHONY ORCHESTRA | ||||||||
| PO BOX 3381 | EASTON | MD | 216011029 | $39,305 | $0 | PROGRAMS | ||
| ONE MISSION CAMBRIDGE INC | ||||||||
| 614 RACE STREET | CAMBRIDGE | MD | 21601 | $15,000 | $0 | PROGRAMS | ||
| SAINTS PETER & PAUL HIGH SCHOOL | ||||||||
| 1212 SOUTH WASHINGTON STREET | EASTON | MD | 21613 | GOVERNMENT | $6,976 | $0 | PROGRAMS | |
| SCHWAB CHARITABLE | ||||||||
| 218 NORTH WASHINGTON STREET | EASTON | MD | 21601 | $33,561 | $0 | PROGRAMS | ||
| SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION INC | ||||||||
| 9386 S CONGRESS STREET | NEW MARKET | VA | 21662 | $15,000 | $0 | PROGRAMS | ||
| TALBOT HUMANE | ||||||||
| 7894 OCEAN GATEWAY | EASTON | MD | 21613 | $10,018 | $0 | PROGRAMS | ||
| THE SALVATION ARMY | ||||||||
| 200 WASHINGTON STREET | CAMBRIDGE | MD | 216200665 | $10,000 | $0 | PROGRAMS | ||
| UNIVERSITY SYSTEM OF MARYLAND FOUNDATION | ||||||||
| PO BOX 775 | CAMBRIDGE | MD | 21601 | $30,000 | $0 | PROGRAMS | ||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS - CASH BASIS - PAID DURING FISCAL YEAR | GrantTypeTxt |
| Recipient | 97 | RecipientCnt |
| Cash Grant | $1,236,726 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUESTS REPORTS ON GRANTS BE SUBMITTED WITHIN 12 MONTHS OF THE GRANT. IN ADDITION, FOUNDATION REPRESENTATIVES MAKE PERIODIC SITE VISITS TO THE RECIPIENT ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BUCK DUNCAN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $170,253 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $170,253 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1B | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PAYS FOR THE COUNTRY CLUB AND ROTARY DUES OF THE FOUNDATION'S PRESIDENT. AMONG HIS LIST OF RESPONSIBILITIES IS TO PROMOTE THE FOUNDATION AND WORK TO SOLICIT CHARITABLE CONRIBUTIONS FOR THE FOUNDATION. THE COUNTRY CLUB AND ROTARY MEMBERSHIPS ARE CONSIDERED AN EFFECTIVE WAY TO ASSIST IN THE ACCOMPLISHMENT OF THESE OBJECTIVES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $743,776 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING THE FORM 990, A COPY IS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR INSPECTION. THE BOARD CONSISTS OF SEVERAL MEMBERS WHO ARE CERTIFIED PUBLIC ACCOUNTANTS AND LAWYERS WHO ARE FAMILIAR WITH THE FILING REQUIREMENTS OF THE FOUNDATION. IN ADDITION, THE FORM 990 IS ALSO PROVIDED TO TWO COMMITTEES OF THE BOARD FOR THEIR REVIEW OF THE INFORMATION. THE TWO COMMITTEES ARE THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE. BEFORE FILING THE FORM 990, THE EXECUTIVE COMMITTEE WILL VOTE THAT IT BE ACCEPTED AND APPROVED FOR SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST STATEMENT IS PRESENTED TO EACH NEW BOARD MEMBER FOR SIGNATURE AT THEIR ORIENTATION. A FOLDER OF SIGNED STATEMENT IS MAINTAINED AND REVIEWED ANNUALLY TO CONFIRM COMPLIANCE BY EACH BOARD MEMBER. THE STATEMENT INCLUDES A REQUIREMENT THAT THE BOARD MEMBER ALERT THE FOUNDATION OF ANY CHANGES THAT MAY OCCUR WHILE THEY ARE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE ESTABLISHES A SUGGESTED COMPENSATION PACKAGE FOR THE KEY EMPLOYEES. THE BASIS FOR STRUCTURING THE COMPENSATION REVOLVES AROUND INFORMATION AVAILABLE FROM OTHER LOCAL NOT-FOR-PROFIT ORGANIZATIONS WHICH BOARD MEMBERS MAY BE FAMILIAR WITH ALONG WITH THE BUDGETARY GUIDELINES TO WHICH THE FOUNDATION ADHERES. THE EXECUTIVE COMMITTEE COMPENSATION RECOMMENDATION IS THEN APPROVED BY THE FOUNDATION BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THESE DOCUMENTS ARE AVAILABLE ON THE WEBSITE OR UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -10,697. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. DURING THE TAX YEAR, THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS. |
Comments