COMMUNITY FOUNDATION OF THE EASTERN SHORE INC: Form 990, tax year 2021
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- Organization
- COMMUNITY FOUNDATION OF THE EASTERN SHORE INC (EIN 52-1326014)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-03
- IRS object ID
- 202300939349301400
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-03T09:06:46-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 MD 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 | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521326014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF THE EASTERN SHOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 4107429911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1324 BELMONT AVENUE 401 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 218044558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERICA JOSEPH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4107429911 | PhoneNum |
| Signature | 2023-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERICA | PersonFirstNm |
| Person Last | JOSEPH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS A HALL | PreparerPersonNm |
| PTIN | P00503576 | PTIN |
| Phone | 4107421328 | PhoneNum |
| Preparation | 2023-03-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERICA JOSEPH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1324 BELMONT AVENUE | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,594,141 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | INSPIRING COMMUNITY PHILANTHROPY AND CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. THE FOUNDATION'S VISION IS TO CREATE THRIVING COMMUNITIES ON MARYLAND'S EASTERN SHORE WHERE WE CAN LIVE AND PROSPER TOGETHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,378,114 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,875,486 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,792,672 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,777,625 | CYInvestmentIncomeAmt |
| PY Other Revenue | $394,339 | PYOtherRevenueAmt |
| CY Other Revenue | $397,385 | CYOtherRevenueAmt |
| PY Total Revenue | $10,565,125 | PYTotalRevenueAmt |
| CY Total Revenue | $16,050,496 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,036,898 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,085,921 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $867,872 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $931,921 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $468,561 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $349,743 | PYOtherExpensesAmt |
| CY Other Expenses | $526,174 | CYOtherExpensesAmt |
| PY Total Expenses | $6,254,513 | PYTotalExpensesAmt |
| CY Total Expenses | $8,544,016 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,310,612 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,506,480 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $160,822,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $144,509,312 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,317,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,790,322 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $114,504,873 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $102,718,990 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INSPIRING COMMUNITY PHILANTHROPY AND CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,751,406 | ExpenseAmt |
| Grant | $1,751,406 | GrantAmt |
| Desc | EDUCATION - TO ASSIST VARIOUS SCHOOLS, COLLEGES, UNIVERSITIES AND LIBRARIES WITH FINANCIAL SUPPORT AND SCHOLARSHIPS AS WELL AS SUPPORT FOR VARIOUS NON-PROFIT'S EDUCATIONAL INITIATIVES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,554,222 | ExpenseAmt |
| Grant | $1,554,222 | GrantAmt |
| Desc | HUMAN SERVICES - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING EMERGENCY AND SOCIAL SERVICES TO THE COMMUNITY | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,710,729 | ExpenseAmt |
| Grant | $1,710,729 | GrantAmt |
| Desc | YOUTH BASED PROGRAMS - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING PROGRAMS AND SERVICES TO THE YOUTH IN THE COMMUNITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,474,977 | ExpenseAmt |
| Grant | $2,069,565 | GrantAmt |
| Desc | ANIMAL WELFARE, ARTS, CULTURE, COMMUNITY DEVELOPMENT, CONSERVATION AND HISTORIC PRESERVATION, HEALTH, ENVIRONMENT,& YOUTH | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,474,977 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,069,565 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,491,334 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERICA JOSEPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4107429911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1324 BELMONT AVENUE 401 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21804 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ED BARBER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN LEWIS | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR CAROLYN JOHNSTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY TAWES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN BROWN SR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN EVANS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TYRONE MILLS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES THOMAS JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GINNIE MALONE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANICE PERDUE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELODY NELSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL P TRUITT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY KIM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ANNETTE E WALLACE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| W TODD HERSHEY | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DWIGHT W MARSHALL JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR GEORGE I WHITEHEAD III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SONYA WHITED | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES P JONES | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GAYLE WIDDOWSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VELDA HENRY | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEPHANIE WILLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JULIUS ZANT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL O'CONNELL II | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERICA JOSEPH | ||||||
| PRESIDENT | 37.50 | $147,595 | $0 | $17,433 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $147,595 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,433 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 | MASON INVESTMENT ADVISORY SERVICES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11130 SUNRISE VALLEY SUITE 200 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT SERVICES | ServicesDesc |
| Compensation | $314,254 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,875,486 | AllOtherContributionsAmt |
| Noncash Contributions | $3,501,017 | NoncashContributionsAmt |
| Total Contributions | $9,875,486 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,481,953 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,481,953 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,839,317 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,543,645 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $295,672 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $295,672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $295,672 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 525920 | $382,160 | $382,160 |
| MISCELLANEOUS REVENUE | 999999 | $13,746 | $13,746 |
| SHARED FACILITIES REIMBURSEMENT | 532000 | $1,479 | $1,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $397,385 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,050,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,175,010 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,701,566 | TotalAmt |
| Program Services | $6,701,566 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,355 | TotalAmt |
| Program Services | $384,355 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,969 | TotalAmt |
| Program Services | $26,394 | ProgramServicesAmt |
| Management And General | $46,189 | ManagementAndGeneralAmt |
| Fundraising | $59,386 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,065 | TotalAmt |
| Program Services | $190,246 | ProgramServicesAmt |
| Management And General | $260,095 | ManagementAndGeneralAmt |
| Fundraising | $164,724 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,654 | TotalAmt |
| Program Services | $13,820 | ProgramServicesAmt |
| Management And General | $19,538 | ManagementAndGeneralAmt |
| Fundraising | $14,296 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,068 | TotalAmt |
| Program Services | $23,220 | ProgramServicesAmt |
| Management And General | $32,828 | ManagementAndGeneralAmt |
| Fundraising | $24,020 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,165 | TotalAmt |
| Program Services | $16,578 | ProgramServicesAmt |
| Management And General | $23,438 | ManagementAndGeneralAmt |
| Fundraising | $17,149 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,000 | TotalAmt |
| Management And General | $23,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,415 | TotalAmt |
| Program Services | $32,415 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,670 | TotalAmt |
| Program Services | $4,893 | ProgramServicesAmt |
| Fundraising | $41,777 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,074 | TotalAmt |
| Program Services | $1,719 | ProgramServicesAmt |
| Management And General | $22,320 | ManagementAndGeneralAmt |
| Fundraising | $14,035 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,025 | TotalAmt |
| Program Services | $55,813 | ProgramServicesAmt |
| Management And General | $50,926 | ManagementAndGeneralAmt |
| Fundraising | $39,286 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,067 | TotalAmt |
| Program Services | $17,999 | ProgramServicesAmt |
| Management And General | $25,448 | ManagementAndGeneralAmt |
| Fundraising | $18,620 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,574 | TotalAmt |
| Program Services | $296 | ProgramServicesAmt |
| Management And General | $17,698 | ManagementAndGeneralAmt |
| Fundraising | $12,580 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,640 | TotalAmt |
| Program Services | $17,296 | ProgramServicesAmt |
| Management And General | $24,452 | ManagementAndGeneralAmt |
| Fundraising | $17,892 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| SPONSORSHIPS | $25,350 | $25,350 | ||
| DUES & SUBSCRIPTIONS | $24,650 | $3,600 | $4,025 | $17,025 |
| DEVELOPMENT EVENTS | $14,209 | $14,209 | ||
| EDUCATION AND TRAVEL | $11,944 | $1,637 | $699 | $9,608 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,556 | TotalAmt |
| Management And General | $11,556 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,544,016 | TotalAmt |
| Program Services | $7,491,334 | ProgramServicesAmt |
| Management And General | $584,121 | ManagementAndGeneralAmt |
| Fundraising | $468,561 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,113 | BOYAmt |
| EOY | $30,026 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,410 | BOYAmt |
| EOY | $1,578,156 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915,132 | BOYAmt |
| EOY | $859,390 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,675 | BOYAmt |
| EOY | $104,080 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,779,246 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $645,368 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,518 | BOYAmt |
| EOY | $1,133,878 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,219,687 | BOYAmt |
| EOY | $138,908,017 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,770,600 | BOYAmt |
| EOY | $1,895,765 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,822,135 | BOYAmt |
| EOY | $144,509,312 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,361 | BOYAmt |
| EOY | $140,422 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,447 | BOYAmt |
| EOY | $59 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,210,454 | BOYAmt |
| EOY | $41,649,841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,317,262 | BOYAmt |
| EOY | $41,790,322 | 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 | $8,631,399 | BOYAmt |
| EOY | $8,893,351 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,873,474 | BOYAmt |
| EOY | $93,825,639 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,504,873 | BOYAmt |
| EOY | $102,718,990 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,822,135 | BOYAmt |
| EOY | $144,509,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,506,480 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$16,114,088 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$218,672 | InvestmentExpenseAmt |
| Other Changes In Net Assets | -$2,959,603 | 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 | $4,771,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,169,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,406,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,378,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,875,486 | CurrentTaxYearAmt |
| Total | $31,601,573 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,771,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,169,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,406,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,378,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,875,486 | CurrentTaxYearAmt |
| Total | $31,601,573 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,151,939 | SubstantialContributorsTotAmt |
| Public Support Total170 | $30,449,634 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,264,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,401,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,874,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,519,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,803,544 | CurrentTaxYearAmt |
| Total | $15,864,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,465,904 | TotalSupportAmt |
| Public Support CY170 | 0.64150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61600 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $98 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $98 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,543,918 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,544,016 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $577,201 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $144,300 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $577,201 | CurrentYearAmt |
| Total | $577,201 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $865,802 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $98 | CurrentYearAmt |
| Total | $98 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $144,300 | CurrentYearAmt |
| Total | $144,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $216,450 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 154 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 212 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,171,776 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $3,147,694 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,863,465 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $463,554 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $25,062,640 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $21,456,670 | FundsAndOtherAccountsVlEOYAmt |
| 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 | $146,608,138 | BeginningYearBalanceAmt |
| Contributions | $6,759,122 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,729,228 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,087,398 | GrantsOrScholarshipsAmt |
| End Year Balance | $133,550,634 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,604,079 | BeginningYearBalanceAmt |
| Contributions | $2,992,529 | ContributionsAmt |
| Investment Earnings Or Losses | $38,573,674 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,562,144 | GrantsOrScholarshipsAmt |
| End Year Balance | $146,608,138 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,180,036 | BeginningYearBalanceAmt |
| Contributions | $2,899,635 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,672,622 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,802,970 | GrantsOrScholarshipsAmt |
| End Year Balance | $107,604,079 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,024,636 | BeginningYearBalanceAmt |
| Contributions | $4,089,741 | ContributionsAmt |
| Investment Earnings Or Losses | $196,540 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,130,881 | GrantsOrScholarshipsAmt |
| End Year Balance | $113,180,036 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,120,959 | BeginningYearBalanceAmt |
| Contributions | $3,026,056 | ContributionsAmt |
| Investment Earnings Or Losses | $9,520,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,642,654 | GrantsOrScholarshipsAmt |
| End Year Balance | $112,024,636 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | $370,666 | InvestmentCostOrOtherBasisAmt |
| Book Value | $370,666 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,015,003 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $353,379 | DepreciationAmt |
| Book Value | $661,624 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $137,372 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $82,086 | DepreciationAmt |
| Book Value | $55,286 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $256,205 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $209,903 | DepreciationAmt |
| Book Value | $46,302 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,133,878 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENT FUNDS | $41,409,551 |
| CHARITABLE GIFT ANNUITY OBLIGATION | $240,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,649,841 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$5,271,307 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$16,114,088 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$218,672 | OtherRevenueAmt |
| Revenue Not Reported | -$16,332,760 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,061,453 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,989,043 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,989,043 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,050,496 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,514,576 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,514,576 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,029,440 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,029,440 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,544,016 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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, 2022 AND 2021, 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, 2019 THROUGH JUNE 30, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | MANAGEMENT FEES -218,672. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO AGENCY FUNDS 3,220,790. INVESTMENT ACTIVITY FOR AGENCY FUNDS 1,768,253. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS MADE BY AGENCY FUNDS 2,029,440. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (101 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ACTS LEGACY FOUNDATION INC | ||||||||
| 375 MORRIS RD | WEST POINT | PA | 194869973 | 912161987 | 501(C)3 | $8,797 | $0 | HUMAN SERVICES |
| AMERICAN RED CROSS DELMARVA CHAPTER GREATER CHESAPEAKE REGION | ||||||||
| 100 W 10TH ST STE 401 | WILMINGTON | DE | 198016604 | 530196605 | 501(C)3 | $15,000 | $0 | HUMAN SERVICES |
| ANIMAL WELFARE LEAGUE OF QUEEN ANNE'S COUNTY | ||||||||
| 241 BRYCE ROAD | QUEENSTOWN | MD | 21658 | 460900907 | 501(C)3 | $14,145 | $0 | ANIMAL WELFARE |
| ARCHBISHOP SPALDING HIGH SCHOOL | ||||||||
| 8080 NEW CUT ROAD | SEVERN | MD | 21144 | 520846081 | 501(C)3 | $11,000 | $0 | EDUCATION |
| ART LEAGUE OF OCEAN CITY INC | ||||||||
| PO BOX 3503 | OCEAN CITY | MD | 218433503 | 521377610 | 501(C)3 | $18,616 | $0 | ARTS/CULTURE |
| ASBURY UNITED METHODIST CHURCH | ||||||||
| 1401 CAMDEN AVENUE | SALISBURY | MD | 218017116 | 520607975 | 501(C)3 | $122,333 | $0 | FAITH BASED PROGRAMS |
| ATLANTIC CLUB INC | ||||||||
| PO BOX 563 | OCEAN CITY | MD | 218430563 | 522239615 | 501(C)3 | $59,875 | $0 | HEALTH |
| ATLANTIC GENERAL HOSPITAL FOUNDATION | ||||||||
| 10320 OLD OCEAN CITY ROAD | BERLIN | MD | 218111155 | 521656507 | 501(C)3 | $107,795 | $0 | HEALTH |
| BALTIMORE RESCUE MISSION INC | ||||||||
| PO BOX 735 | BALTIMORE | MD | 212030735 | 520703403 | 501(C)3 | $20,000 | $0 | HUMAN SERVICES |
| BEAVER RUN ELEMENTARY SCHOOL | ||||||||
| 31481 OLD OCEAN CITY ROAD | SALISBURY | MD | 218011810 | 526001052 | GOVT | $6,540 | $0 | EDUCATION |
| BEEBE MEDICAL FOUNDATION | ||||||||
| 902 SAVANNAH RD | LEWES | DE | 199581511 | 510319455 | 501(C)3 | $20,000 | $0 | HEALTH |
| BELIEVE IN TOMORROW NATIONAL CHILDREN'S FOUNDATION INC | ||||||||
| 13 66TH STREET | OCEAN CITY | MD | 218423017 | 521332737 | 501(C)3 | $20,500 | $0 | HEALTH AND HUMAN SERVICES |
| BETHESDA UNITED METHODIST CHURCH | ||||||||
| 406 N DIVISION ST | SALISBURY | MD | 218014274 | 520660404 | 501(C)3 | $20,000 | $0 | FAITH BASED PROGRAMS |
| BOYS AND GIRLS CLUB OF METROPOLITAN BALTIMORE | ||||||||
| 1201 S SHARP ST | BALTIMORE | MD | 21230 | 264371125 | 501(C)3 | $10,000 | $0 | YOUTH |
| CHARITABLE FOUNDATION OF THE ROTARY CLUB OF WICOMICO COUNTY | ||||||||
| PO BOX 3621 | SALISBURY | MD | 218030910 | 261620308 | 501(C)3 | $20,000 | $0 | COMMUNITY DEVELOPMENT |
| CHESAPEAKE HOUSING MISSION | ||||||||
| PO BOX 1061 | SALISBURY | MD | 218021061 | 263435626 | 501(C)3 | $34,540 | $0 | HUMAN SERVICES |
| CHRISTIAN SHELTER INC | ||||||||
| 334 BARCLAY STREET | SALISBURY | MD | 218043754 | 521176287 | 501(C)3 | $45,548 | $0 | HUMAN SERVICES AND FAITH BASED PROGRAMS |
| COASTAL HOSPICE INC | ||||||||
| PO BOX 1733 | SALISBURY | MD | 218021733 | 521214775 | 501(C)3 | $210,787 | $0 | HEALTH |
| COMMUNITY CHURCH AT OCEAN PINES | ||||||||
| 11227 RACETRACK RD | BERLIN | MD | 218113276 | 521291329 | 501(C)3 | $7,000 | $0 | HUMAN SERVICES |
| DEL-MAR-VA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 1910 BADEN POWELL WAY | DOVER | DE | 19904 | 510065733 | 501(C)3 | $1,314,040 | $0 | YOUTH |
| DELMARVA PUBLIC MEDIA CO SALISBURY UNIVERSITY FOUNDATION INC | ||||||||
| PO BOX 2596 | SALISBURY | MD | 218022596 | 521127396 | 501(C)3 | $6,200 | $0 | ARTS/CULTURE |
| DIAKONIA INC | ||||||||
| PO BOX 613 | OCEAN CITY | MD | 218429243 | 521381317 | 501(C)3 | $10,853 | $0 | HUMAN SERVICES |
| DOVE POINTE INC | ||||||||
| 1225 MT HERMON ROAD | SALISBURY | MD | 218045111 | 520884222 | 501(C)3 | $20,188 | $0 | HUMAN SERVICES |
| EASTERN SHORE BALLET THEATRE INC | ||||||||
| PO BOX 3084 | SALISBURY | MD | 21802 | 521794699 | 501(C)3 | $10,867 | $0 | ARTS/CULTURE |
| EASTERSEALS DELAWARE & MARYLAND'S EASTERN SHORE INC | ||||||||
| 61 CORPORATE CIR | NEW CASTLE | DE | 197202439 | 510066728 | 501(C)3 | $10,000 | $0 | HUMAN SERVICES |
| ECUMENICAL PATRIARCH BARTHOLOMEW FOUNDATION | ||||||||
| 8 E 79TH ST | NEW YORK | NY | 100750192 | 833599880 | 501(C)3 | $10,000 | $0 | FAITH BASED PROGRAMS |
| ELEVEN 21 INC | ||||||||
| PO BOX 218 | HEBRON | MD | 218301184 | 461753777 | 501(C)3 | $10,000 | $0 | HUMAN SERVICES |
| FRIENDS OF POPLAR HILL MANSION INC | ||||||||
| 117 ELIZABETH ST | SALISBURY | MD | 218014108 | 521083102 | 501(C)3 | $30,000 | $0 | ARTS/CULTURE |
| FRIENDS OF SALISBURY ELKS LODGE 817 INC | ||||||||
| PO BOX 1602 | SALISBURY | MD | 218021602 | 813607513 | 501(C)3 | $10,000 | $0 | YOUTH |
| FURNACE TOWN FOUNDATION INC | ||||||||
| PO BOX 207 | SNOW HILL | MD | 218630207 | 521223314 | 501(C)3 | $18,446 | $0 | CONSERVATION & HISTORIC PRESERVATION |
| GIRL SCOUTS OF THE CHESAPEAKE BAY COUNCIL INC | ||||||||
| 225 OLD BALTIMORE PIKE | NEWARK | DE | 197028409 | 510064337 | 501(C)3 | $32,170 | $0 | YOUTH |
| GREATER SALISBURY COMMITTEE INC | ||||||||
| 200 W MAIN ST | SALISBURY | MD | 218014907 | 520854531 | 501(C)4 | $11,500 | $0 | COMMUNITY DEVELOPMENT |
| HABITAT FOR HUMANITY OF WICOMICO COUNTY INC | ||||||||
| 908 W ISABELLA STREET | SALISBURY | MD | 218014034 | 521522421 | 501(C)3 | $16,180 | $0 | COMMUNITY DEVELOPMENT |
| HAITIAN DEVELOPMENT CENTER OF DELMARVA INC | ||||||||
| 212 W MAIN ST STE 302 | SALISBURY | MD | 21801 | 842229797 | 501(C)3 | $10,000 | $0 | HUMAN SERVICES |
| HELP AND OUTREACH POINT OF ENTRY INC | ||||||||
| PO BOX 5113 | SALISBURY | MD | 218025113 | 260756910 | 501(C)3 | $65,000 | $0 | HUMAN SERVICES |
| HELPING HANDS OF GEORGETOWN | ||||||||
| 1813 HIGHMARKET STREET | GEORGETOWN | SC | 29440 | 570883461 | 501(C)3 | $20,000 | $0 | HUMAN SERVICES |
| HOPE4RECOVERY INC | ||||||||
| 10226 OLD OCEAN CITY BLVD | BERLIN | MD | 218111196 | 822997643 | 501(C)3 | $7,500 | $0 | HUMAN SERVICES |
| HOPEWELL DOWNTOWN PARTNERSHIP INC | ||||||||
| 106 N MAIN ST STE A | HOPEWELL | VA | 23860 | 261282648 | 501(C)3 | $10,000 | $0 | COMMUNITY DEVELOPMENT |
| HUMANE SOCIETY OF WICOMICO COUNTY INC | ||||||||
| 5130 CITATION DRIVE | SALISBURY | MD | 218041552 | 237015204 | 501(C)3 | $24,660 | $0 | ANIMAL WELFARE |
| IT TAKES A VILLAGE TO HELP OUR CHILDREN INC | ||||||||
| PO BOX 486 | CRISFIELD | MD | 218170486 | 521781943 | 501(C)3 | $30,000 | $0 | HUMAN SERVICES |
| JUNIOR ACHIEVEMENT OF THE EASTERN SHORE INC | ||||||||
| 327 TILGHMAN ROAD SUITE 100 | SALISBURY | MD | 218042015 | 521461040 | 501(C)3 | $53,333 | $0 | YOUTH |
| LEADERSHIP INSTITUE | ||||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 222012807 | 510235174 | 501(C)3 | $8,000 | $0 | HUMAN SERVICES |
| LITTLE SISTERS OF JESUS AND MARY INC | ||||||||
| PO BOX 1755 | SALISBURY | MD | 218021755 | 520846802 | 501(C)3 | $60,548 | $0 | HUMAN SERVICES |
| LOWER SHORE CLINIC | ||||||||
| 716 N DIVISION ST | SALISBURY | MD | 218014156 | 521199736 | 501(C)3 | $15,804 | $0 | HUMAN SERVICES |
| LOWER SHORE LAND TRUST INC | ||||||||
| 100 RIVER ST | SNOW HILL | MD | 218631025 | 521701152 | 501(C)3 | $14,060 | $0 | CONSERVATION & HISTORICAL PRESERVATION |
| MAC INC | ||||||||
| 909 PROGRESS CIR STE 100 | SALISBURY | MD | 218042316 | 520992005 | 501(C)3 | $54,161 | $0 | HUMAN SERVICES |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | ||||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 110503701 | 111666852 | 501(C)3 | $14,145 | $0 | HEALTH |
| OCEAN CITY PARAMEDICS FOUNDATION INC | ||||||||
| PO BOX 3099 | OCEAN CITY | MD | 218433099 | 521720437 | 501(C)3 | $100,000 | $0 | HEALTH |
| OYSTER MUSEUM INC | ||||||||
| 7125 MADDOX BLVD | CHINCOTEAGUE | VA | 233362104 | 540899483 | 501(C)3 | $5,544 | $0 | CONSERVATION/HISTORIC PRESERVATION |
| PECOMETH | ||||||||
| 136 BOOKERS WHARF RD | CENTREVILLE | MD | 216172453 | 516022490 | 501(C)3 | $17,875 | $0 | YOUTH |
| PITTS CREEK PRESBYTERIAN CHURCH | ||||||||
| PO BOX 266 | POCOMOKE CITY | MD | 218510266 | 521268985 | 501(C)3 | $9,932 | $0 | FAITH BASED PROGRAMS |
| PRESERVATION TRUST OF WICOMICO COUNTY INC | ||||||||
| PO BOX 4695 | SALISBURY | MD | 218034695 | 521543004 | 501(C)3 | $7,359 | $0 | CONSERVATION/HISTORIC PRESERVATION |
| RECOVERY RESOURCE CENTER INC | ||||||||
| 726 S SALISBURY BLVD STE E | SALISBURY | MD | 218015867 | 521609890 | 501(C)3 | $10,000 | $0 | HUMAN SERVICES |
| RIVERSIDE HEALTH SYSTEM FOUNDTAION | ||||||||
| 701 TOWN CENT STE 1000 | NEWPORT NEWS | VA | 23606 | 521241835 | 501(C)3 | $12,500 | $0 | HEALTH |
| ROTARY CLUB OF SALISBURY FOUNDATION INC | ||||||||
| PO BOX 735 | SALISBURY | MD | 218030735 | 522238099 | 501(C)3 | $15,000 | $0 | HUMAN SERVICES |
| SALISBURY ARTS AND ENTERTAINMENT DISTRICT INC | ||||||||
| 110 N DIVISION STREET STE 1 | SALISBURY | MD | 218014917 | 474845564 | 501(C)3 | $36,800 | $0 | ARTS/CULTURE |
| SALISBURY CHRISTIAN SCHOOL INC | ||||||||
| 807 PARKER RD | SALISBURY | MD | 218041936 | 520937411 | 501(C)3 | $5,918 | $0 | EDUCATION |
| SALISBURY FIRE DEPARTMENT INC | ||||||||
| 325 CYPRESS STREET | SALISBURY | MD | 218014060 | 521199884 | 501(C)3 | $97,795 | $0 | HUMAN SERVICES |
| SALISBURY FIRE DEPARTMENT 2 INC | ||||||||
| PO BOX 3381 | SALISBURY | MD | 218023381 | 521199883 | 501(C)3 | $97,795 | $0 | HUMAN SERVICES |
| SALISBURY NEIGHBORHOOD HOUSING SERVICE INC | ||||||||
| 560 RIVERSIDE DR STE A102 | SALISBURY | MD | 218014702 | 521859345 | 501(C)3 | $34,895 | $0 | COMMUNITY DEVELOPMENT |
| SALISBURY SCHOOL INC | ||||||||
| 6279 HOBBS RD | SALISBURY | MD | 218041417 | 520904771 | 501(C)3 | $20,000 | $0 | EDUCATION |
| SALISBURY UNIVERSITY | ||||||||
| PO BOX 2195 | SALISBURY | MD | 218022195 | 526002033 | 501(C)3 | $10,000 | $0 | EDUCATION |
| SALISBURY UNIVERSITY FOUNDATION INC | ||||||||
| PO BOX 2655 | SALISBURY | MD | 218022655 | 521127396 | 501(C)3 | $186,806 | $0 | EDUCATION |
| SALISBURY URBAN MINISTRIES INC | ||||||||
| PO BOX 1792 | SALISBURY | MD | 218021792 | 522043085 | 501(C)3 | $10,000 | $0 | HUMAN SERVICES |
| SALISBURY ZOO COMMISSION INC | ||||||||
| PO BOX 2979 | SALISBURY | MD | 218022979 | 521297264 | 501(C)3 | $83,274 | $0 | EDUCATION |
| SALVATION ARMY - RICHARD HAZEL YOUTH CENTER | ||||||||
| 407 OAK STREET | SALISBURY | MD | 218045574 | 580660607 | 501(C)3 | $151,885 | $0 | YOUTH |
| SALVATION ARMY - SALISBURY CORPS | ||||||||
| 407 OAK STREET | SALISBURY | MD | 218045574 | 222406433 | 501(C)3 | $87,391 | $0 | HUMAN SERVICES |
| SMITH ISLAND UNITED INC | ||||||||
| PO BOX 40 | EWELL | MD | 21824 | 474841525 | 501(C)3 | $10,000 | $0 | COMMUNITY DEVELOPMENT |
| SPENCE BAPTIST CHURCH INC | ||||||||
| 4824 PAW PAW CREEK RD | SNOW HILL | MD | 218634150 | 521205137 | 501(C)3 | $8,852 | $0 | FAITH BASED PROGRAMS |
| ST FRANCIS DE SALES SCHOOL | ||||||||
| 500 CAMDEN AVE | SALISBURY | MD | 218015802 | 520554283 | 501(C)3 | $65,000 | $0 | EDUCATION |
| ST MATTHEW'S EPISCOPAL CHURCH | ||||||||
| PO BOX 628 | HILLSBOROUGH | NC | 27278 | 560650625 | 501(C)3 | $16,600 | $0 | FAITH BASED PROGRAMS |
| ST PETER'S EPISCOPAL CHURCH | ||||||||
| 115 SAINT PETERS ST | SALISBURY | MD | 218014901 | 520626713 | 501(C)3 | $11,241 | $0 | FAITH BASED PROGRAMS |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | 020554654 | 501(C)3 | $10,000 | $0 | HUMAN SERVICES |
| STEVENSON UNITED METHODIST CHURCH | ||||||||
| 123 NORTH MAIN ST | BERLIN | MD | 218111018 | 521323427 | 501(C)3 | $17,611 | $0 | FAITH BASED PROGRAMS |
| TEAM 360 INC | ||||||||
| PO BOX 1234 | SALISBURY | MD | 21802 | 832484561 | 501(C)3 | $7,295 | $0 | HUMAN SERVICES |
| TIDALHEALTH FOUNDATION INC | ||||||||
| 100 E CARROLL ST | SALISBURY | MD | 218015422 | 521851935 | 501(C)3 | $195,920 | $0 | HEALTH |
| TOWN OF OCEAN CITY | ||||||||
| 301 N BALTIMORE AVE | OCEAN CITY | MD | 218423922 | 526000802 | GOVT | $25,000 | $0 | EDUCATION |
| TOWN OF SNOW HILL | ||||||||
| PO BOX 348 | SNOW HILL | MD | 218630348 | 526000807 | GOVT | $47,682 | $0 | EDUCATION |
| TRINITY UNITED METHODIST CHURCH | ||||||||
| 1205 DOLLEY MADISON BLVD | MCLEAN | VA | 22101 | 135562279 | 501(C)3 | $15,000 | $0 | FAITH BASED PROGRAMS |
| UNITED WAY OF THE LOWER EASTERN SHORE INC | ||||||||
| 803 N SALISBURY BLVD STE 2100 | SALISBURY | MD | 218013657 | 526016589 | 501(C)3 | $148,181 | $0 | HUMAN SERVICES |
| UNIVERSITY OF MARYLAND EASTERN SHORE FOUNDATION | ||||||||
| 11868 ACADEMIC OVAL | PRINCESS ANNE | MD | 218536057 | 521125663 | 501(C)3 | $15,000 | $0 | EDUCATION |
| UNIVERSITY OF RICHMOND - ADVANCEMENT OPERATIONS | ||||||||
| 114 UR DR | RICHMOND | VA | 231730008 | 540505965 | 501(C)3 | $10,000 | $0 | EDUCATION |
| VANDERBILT PRESBYTERIAN CHURCH | ||||||||
| 1225 PIPER BLVD | NAPLES | FL | 341101252 | 236393377 | 501(C)3 | $10,000 | $0 | FAITH BASED PROGRAMS |
| WARD MUSEUM OF WILDFOWL ART | ||||||||
| 909 S SCHUMAKER DR | SALISBURY | MD | 218048722 | 237088071 | 501(C)3 | $36,697 | $0 | ARTS/CULTURE |
| WASHINGTON COLLEGE | ||||||||
| 300 WASHINGTON AVE | CHESTERTOWN | MD | 216201438 | 520591691 | 501(C)3 | $7,500 | $0 | EDUCATION |
| WE HEART BERLIN INC | ||||||||
| 302 BAY ST | BERLIN | MD | 21811 | 861817856 | 501(C)3 | $10,000 | $0 | YOUTH |
| WESLEY COLLEGE INC | ||||||||
| 120 N STATE ST | DOVER | DE | 199013835 | 510064335 | 501(C)3 | $8,797 | $0 | EDUCATION |
| WESLEY THEOLOGICAL SEMINARY OF THE METHODIST CHURCH | ||||||||
| 4500 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200165632 | 530245887 | 501(C)3 | $55,086 | $0 | FAITH BASED PROGRAMS |
| WESTSIDE HISTORICAL SOCIETY INC | ||||||||
| PO BOX 194 | MARDELA SPRINGS | MD | 218370194 | 521591937 | 501(C)3 | $22,895 | $0 | EDUCATION |
| WICOMICO GROWS KINDNESS INC | ||||||||
| 1709 TIMBERLAKE DRIVE | SALISBURY | MD | 218017033 | 831041787 | 501(C)3 | $7,174 | $0 | COMMUNITY DEVELOPMENT |
| WINTHISFIGHTORG INC | ||||||||
| 238 MILDALE DR | SALISBURY | MD | 218047302 | 843674497 | 501(C)3 | $45,000 | $0 | EDUCATION |
| WORCESTER COUNTY BAR ASSOCIATION | ||||||||
| PO BOX 210 | OCEAN CITY | MD | 218430210 | 520815403 | 501(C)3 | $6,093 | $0 | HUMAN SERVICES |
| WORCESTER COUNTY COMMISSION ON AGING INC | ||||||||
| PO BOX 159 | SNOW HILL | MD | 218630159 | 521127958 | 501(C)3 | $40,000 | $0 | HUMAN SERVICES |
| WORCESTER COUNTY HUMANE SOCIETY INC | ||||||||
| PO BOX 48 | BERLIN | MD | 218110048 | 521122738 | 501(C)3 | $50,516 | $0 | ANIMAL WELFARE |
| WORCESTER COUNTY PUBLIC SCHOOLS EDUCATION FOUNDATION INC | ||||||||
| PO BOX 32 | NEWARK | MD | 21841 | 471221617 | 501(C)3 | $14,041 | $0 | EDUCATION |
| WORCESTER YOUTH & FAMILY COUNSELING SERVICES INC | ||||||||
| 124 N MAIN STREET | BERLIN | MD | 218110925 | 521227987 | 501(C)3 | $5,682 | $0 | HUMAN SERVICES |
| WOR-WIC COMMUNITY COLLEGE | ||||||||
| MTC 101 32000 CAMPUS DR | SALISBURY | MD | 218041485 | 521048147 | GOVT | $15,047 | $0 | EDUCATION |
| WOR-WIC COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| BH106 32000 CAMPUS DRIVE | SALISBURY | MD | 218041485 | 521264019 | 501(C)3 | $457,305 | $0 | EDUCATION |
| WYATT'S WARRIORS FOUNDATION INC | ||||||||
| 30422 BOTTOM CREEK DR | SALISBURY | MD | 218042849 | 202163095 | 501(C)3 | $5,362 | $0 | HUMAN SERVICES |
| YMCA OF THE CHESAPEAKE INC | ||||||||
| 111 E DOVER ST STE 1 | EASTON | MD | 216013057 | 520646895 | 501(C)3 | $96,000 | $0 | HUMAN SERVICES |
| ZION UNITED METHODIST CHURCH | ||||||||
| 11707 BACK CREEK RD | BISHOPVILLE | MD | 21813 | 311813333 | 501(C)3 | $5,423 | $0 | FAITH BASED PROGRAMS |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CASH ASSISTANCE FOR EDUCATIONAL PURPOSES | GrantTypeTxt |
| Recipient | 57 | RecipientCnt |
| Cash Grant | $384,355 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR GRANTS COMING FROM DONOR ADVISED FUNDS, THE ORGANIZATION VERIFIES THAT THE RECIPIENT IS A LEGITIMATE 501(C)(3) CHARITY AS WELL AS THAT THE GRANT IS COMPATIBLE WITH COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC.'S MISSION. IF THE ORGANIZATION IS NOT A 501(C)(3) THEN THE FOUNDATION FOLLOWS THEIR "EXPENDITURE RESPONSIBILITY" POLICY WHICH INCLUDES PRE-GRANT INQUIRY, A WRITTEN "DONOR ADVISED GRANT AGREEMENT AND REQUIRING THE GRANTEE TO PROVIDE REPORTS ON THE USE OF FUNDS AND CHARITABLE ACTIVITY SUPPORTED BY THE GRANT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 42 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,501,017 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FULL STOCK PRICE-SALE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | PUBLICLY TRADED SECURITIES ARE SOLD BY MORGAN STANLEY, FIDELITY OR TD AMERITRADE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BY-LAWS OF THE CORPORATION DELEGATE, DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS, ALL POWERS OF THE BOARD OF DIRECTORS TO THE EXECUTIVE COMMITTEE, EXCEPT THE POWER TO FILL VACANCIES IN THE NOMINATING COMMITTEE OR THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | CORPORATE MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | CORPORATE MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7B | CORPORATE MEMBERS ARE PRESENT BOARD MEMBERS AND PAST BOARD MEMBERS WHO HAVE NOT OPTED OUT OF CORPORATE MEMBER STATUS AND APPROVE CHANGES IN BYLAWS, ARTICLES OF INCORPORATION, BOARD MEMBERSHIP, APPOINTMENT OF MEMBERSHIP COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WAS REVIEWED BY MANAGEMENT, THE AUDIT COMMITTEE AND BY THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY REQUIRED TO SIGN CONFLICT OF INTEREST AGREEMENT AND REQUIRED ANNUALLY TO DISCLOSE INTEREST THAT COULD RESULT IN CONFLICT. IF A MATTER FOR CONSIDERATION/DECISION RAISES A POTENTIAL CONFLICT, PERSON SHALL DISCLOSE SUCH TO THE RELATED COMMITTEE AND RECUSE ONESELF FROM THE VOTE. FAILURE TO DISCLOSE SUCH CONFLICT SHALL RESULT IN APPROPRIATE ACTION LISTED IN BY-LAWS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD PER THE EXECUTIVE EVALUATION AND COMPENSATION POLICY AND PROCEDURES. |
| FORM 990, PART VI, SECTION C, LINE 18 | UPON REQUEST AND AT WWW.CFES.ORG/ACCOUNTABILITY/ |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST AND AT WWW.CFES.ORG/ACCOUNTABILITY/ |
| FORM 990, PART XI, LINE 9: | ACTIVITY FOR AGENCY FUNDS NOT ON THE FINANCIAL STATEMENTS -2,959,603. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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