CHARLES COUNTY CHARITABLE TRUST INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHARLES COUNTY CHARITABLE TRUST INC (EIN 81-3638681)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202341359349301349
Schema version
2021v4.1
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

FieldValueIRS element (for citing)
Return2023-05-15T05:57:19-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521175264PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Clark & Anderson PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17678 Quarterfield Road Suite 101AddressLine1Txt
CityGlen BurnieCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21061ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813638681EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Charles County Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone3019343700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19501 Crain Highway Box 2AddressLine1Txt
CityBel AltonCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChristie BurnettPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone3019343700PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstChristiePersonFirstNm
Person LastBurnettPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMeghan N Trovato CPAPreparerPersonNm
PTINP01654129PTIN
Phone4107665400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerChristie BurnettPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19501 Bel Alton Box 1AddressLine1Txt
CityBel AltonCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20611ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,069,196GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2016FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTo improve quality of life in the community by strengthening the local nonprofit sector through educational programs and grant assistanceActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,791,780PYContributionsGrantsAmt
CY Contributions Grants$2,069,148CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$45PYInvestmentIncomeAmt
CY Investment Income$48CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,791,825PYTotalRevenueAmt
CY Total Revenue$2,069,196CYTotalRevenueAmt
PY Grants And Similar Paid$1,541,323PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,821,687CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$169,244PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$175,062CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$51,520PYOtherExpensesAmt
CY Other Expenses$31,654CYOtherExpensesAmt
PY Total Expenses$1,762,087PYTotalExpensesAmt
CY Total Expenses$2,028,403CYTotalExpensesAmt
PY Revenues Less Expenses$29,738PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$40,793CYRevenuesLessExpensesAmt
Total Assets BOY$593,128TotalAssetsBOYAmt
Total Assets EOY$140,396TotalAssetsEOYAmt
Total Liabilities BOY$506,622TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,097TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$86,506NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$127,299NetAssetsOrFundBalancesEOYAmt
MissionTo improve quality of life in the community by strengthening the local nonprofit sector through educational programs and grant assistanceMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,914,156ExpenseAmt
Grant$1,821,687GrantAmt
Revenue$0RevenueAmt
DescCharles County Charitable Trust is involved in managing the decision-making process in grant awards, monitoring the grants awarded, make site visits to grantees, review mid-year and final grant reports from grantee organizations. The Organization also provides opportunities for representatives of nonprofit organizations to participate in a comprehensive learning experience. Participants learn to develop individualized fundraising program plans that integrate fundraising, marketing and communications to increase overall financial support and assure sustainability. During the year, the Organization facilitated additional COVID Relief grants to non-profit orgnaizationsDesc
Total Program Service Expenses$1,914,156TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonChristie BurnettPersonNm
Phone3019343700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19501 Crain Highway Box 2AddressLine1Txt
CityBel AltonCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20611ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Russell Yates
President2.00Yes (X)Yes (X)$0$0$0
George Hawley
Vice President2.00Yes (X)Yes (X)$0$0$0
Mark Gaskill
Secretary2.00Yes (X)Yes (X)$0$0$0
Nicole Daniels
Treasurer2.00Yes (X)Yes (X)$0$0$0
Darlene Breck
Director2.00Yes (X)$0$0$0
Tina Wilson
Director2.00Yes (X)$0$0$0
Bill Dotson
Director2.00Yes (X)$0$0$0
Laura Forbes
Director2.00Yes (X)$0$0$0
Monise Brown
Director2.00Yes (X)$0$0$0
Christie Burnett
Executive Director40.00Yes (X)$25,000$0$0
Vivian Mills
Prior Executive Director40.00Yes (X)$47,736$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$72,736TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$2,068,123GovernmentGrantsAmt
All Other Contributions$1,025AllOtherContributionsAmt
Total Contributions$2,069,148TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$48TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$48ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,069,196TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$48ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,821,687TotalAmt
Program Services$1,821,687ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$62,000TotalAmt
Program Services$31,000ProgramServicesAmt
Management And General$31,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$102,032TotalAmt
Program Services$44,288ProgramServicesAmt
Management And General$57,744ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,030TotalAmt
Program Services$5,061ProgramServicesAmt
Management And General$5,969ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,247TotalAmt
Program Services$0ProgramServicesAmt
Management And General$4,247ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,750TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,750ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,090TotalAmt
Program Services$1,119ProgramServicesAmt
Management And General$971ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,481TotalAmt
Program Services$1,208ProgramServicesAmt
Management And General$4,273ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,640TotalAmt
Program Services$3,037ProgramServicesAmt
Management And General$5,603ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26TotalAmt
Program Services$0ProgramServicesAmt
Management And General$26ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$358TotalAmt
Program Services$165ProgramServicesAmt
Management And General$193ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,754TotalAmt
Program Services$805ProgramServicesAmt
Management And General$949ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,658TotalAmt
Program Services$761ProgramServicesAmt
Management And General$897ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Membership and Dues$1,155$530$625$0
Program Expense$4,495$4,495$0$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,028,403TotalAmt
Program Services$1,914,156ProgramServicesAmt
Management And General$114,247ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$581,093BOYAmt
EOY$128,028EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$1,708EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,050BOYAmt
EOY$2,583EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,341BOYAmt
EOY$3,937EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,787LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,647LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,894BOYAmt
EOY$4,140EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$750BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$593,128BOYAmt
EOY$140,396EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,567BOYAmt
EOY$10,308EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$504,055BOYAmt
EOY$2,789EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$506,622BOYAmt
EOY$13,097EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$86,506BOYAmt
EOY$122,299EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$5,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,506BOYAmt
EOY$127,299EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$593,128BOYAmt
EOY$140,396EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$40,793ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,012,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,012,540CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,230,787CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,791,780CurrentTaxYearMinus1YearAmt
Current Tax Year$2,069,148CurrentTaxYearAmt
Total$7,116,405TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,012,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,012,540CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,230,787CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,791,780CurrentTaxYearMinus1YearAmt
Current Tax Year$2,069,148CurrentTaxYearAmt
Total$7,116,405TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$7,116,405PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$152CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45CurrentTaxYearMinus1YearAmt
Current Tax Year$48CurrentTaxYearAmt
Total$486TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$225CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,140CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$625CurrentTaxYearMinus2YearsAmt
Total$2,990TotalAmt
FieldValueIRS element (for citing)
Total Support$7,119,881TotalSupportAmt
Public Support CY1700.99950PublicSupportCY170Pct
Public Support PY1700.99930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePt II Ln 10FormAndLineReferenceDesc
ExplanationOther Income Part II, Line 10 Description: Program Income 2017: 225. 2018: 2140. 2019: 625.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,958OtherCostOrOtherBasisAmt
Depreciation$3,355DepreciationAmt
Book Value$2,603BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,829OtherCostOrOtherBasisAmt
Depreciation$4,292DepreciationAmt
Book Value$1,537BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,140TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,081,195TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$11,999DonatedServicesAndUseFcltsAmt
Revenue Not Reported$11,999RevenueNotReportedAmt
Revenue Subtotal$2,069,196RevenueSubtotalAmt
Total Revenue Per Form990$2,069,196TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,040,402TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$11,999DonatedServicesUseFcltsAmt
Expenses Not Reported$11,999ExpensesNotReportedAmt
Expenses Subtotal$2,028,403ExpensesSubtotalAmt
Total Expenses Per Form990$2,028,403TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt X, Line 2FormAndLineReferenceDesc
ExplanationThe Trust follows the guidance of the Financial Accounting Standards Board Accounting Standards Codification 740-10, Accounting for Uncertainty in Income Taxes which clarifies the accounting for the recognition and measurement of the benefits of individual tax positions in the financial statements, including those of non-profit organizations. Tax positions must meet a recognition threshold of more-likely-than-not in order for the benefit of those tax positions to be recognized in the financial statements. The Trust analyzes tax position taken, including those related to the requirements set forth in IRC Section 501(c) to qualify as a tax-exempt organization, activities performed by volunteers and board members, the reporting of unrelated business income, and its status as a tax-exempt organization under Maryland statute. The Trust does not know of any tax benefits arising from uncertain tax positions and there was no effect on the Trust's financial position or changes in net assets as a result of analyzing its tax positions. The Trust's Form 990 remains open for three (3) years, for examination from the later of the due date or the date filed.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (45 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Bay Community Support Services
3168 Braveton Street 300EdgewaterMD21037521763520$56,000Tech. driven training program, recruitment of care givers
Catholic Charities
924 G Street NWWashingtonDC20001530196524$110,000Housing and Supprt Services
Charles County Art Alliance
PO Box 697White PlainsMD20677521533708$10,000Arts Program
Charles Co Children's Aid Society
3000 Hunting CircleWaldorfMD20602520610536$80,800Assistance to Children
Charles Co HARC
PO Box 2367WaldorfMD20604520782507$21,000Service/Assistance to disabled/PPE
Charles Co Literacy Council
PO Box 2672La PlataMD20646521525917$22,000Sustainability intiatives
Charles Co Meals on Wheels
PO Box 1708La PlataMD20646521623790$30,000Meals to Homebound
Charles Regional Med Health Center
PO Box 1701La PlataMD20646521414564$24,000Assistance to mother and newborns/COVID
Christmas in April
PO Box 86WaldorfMD20604521663810$80,000Repairs Services/COVID relief
Community Crisis & Referral Center
2670 Crain Hwy Ste 303WaldorfMD20601521280683$43,000Crisis Hotline
Friends of Old Waldrof School Fund
PO Box 954WaldorfMD20604521893557$45,000Educate and showcase history/COVID revenue loss
Health Partners
PO Box 1865WaldorfMD20604521767044$100,000Dental Services to needy COVID
Hospice of Charles Co
2505 Davis RdWaldorfMD20603521289626$85,000Expansion/Support of Hospice Care and Services/Covid
Humane Society of Charles Co
PO Box 1015WaldorfMD20604521212430$17,000Humane Education Programs/COVID Relief
Kids Stream
128 Smallwood Dr 454WaldorfMD20603465346120$25,000STEAM and Parent workshops
LifeStyles of MD
PO Box 1794La PlataMD20646522183558$125,000Emergency Shelter/COVID Releif
MD Crime Victims Resource
1001 Prince Georges BlvdUpper MarlboroMD20774521376744$25,000Crime Victim Services
Melwood Horticultural Training Ctr
5606 Dower House RdUpper MarlboroMD20772520857690$25,000Youth recreation programs
New Horizon Supported Services
10665 Stanhaven PlaceWhite PlainsMD20695521174407$45,000Promoting community inclusion/COVID Relief
Our Place Waldorf
150 Post Office RdWaldorfMD20604463378297$53,000Feeding needy indivduals/COVID Relief
Southern MD Ctr for Independent Living
38588 Brett Way Ste 1MechanicsvilleMD20659522253244$25,000assist disablted individuals
So MD Tri-County Community
PO Box 380HughesvilleMD20637526066477$32,500Support Homeless
Spring Dell Center
6040 Radio Station RdLa PlataMD20646520853629$140,000assist disabled individuals/COVID Relief
Stella's Girl
7455 Sandy Bottom CtHughesvilleMD20637814402162$10,000Mentor at risk youth
The Arc of So MD
PO Box 1860Prince FrederickMD20678521062351$60,000Home repairs of elderly/PPE
Catherine Foundation of MD
3065 Old Washington RdWaldorfMD20601521366150$50,000Child Birth Education to Needy/Premium pay frontline workers
The Jude House
9505 Crain HwyBel AltonMD20611520976886$55,000Substance abuse resources
The Promises Resource Center
8395 Old Leonardtown RdHughesvilleMD20637521266742$40,000Parenting Support/COVID relief
Charles Co Fair
PO Box 968La PlataMD20646526070525$30,000COVID Relief
College of So MD
PO Box 910La PlataMD20646237279944$10,000STEM Education
End Hunger in Charles Co
8005 Norwich CtPort TobaccoMD20677834222250$10,000Stocking of food pantries
Lifepoint Wesleyan Church
10395 Berry RdWaldorfMD20603850822311$40,000Support Marginalized women
Lions Camp Merrick
3650 Rick Hamilton PlaceNanjemoyMD20662521289731$10,000COVID Releif
MD Diaper Bank
1282 Smallwood Dr Ste 265WaldorfMD20603832907349$15,000COVID Relief
Port Tobacco Players
POBox 2030La PlataMD20646521191001$20,000COVID Relief
Sagepoint Senior Living Services
10200 La Plata RdLa PlataMD20646201666771$40,000COVID Relief
So MD Center for Family Advocacy
11 Washington AveLa PlataMD20646521190915$27,300COVID Refief
Tri-Co Council for So MD
PO Box 745HughesvilleMD20637520902802$35,000Wheels for Wellness Program
Accessibility Bridge Corp
4660 Crain Hwy 1622White PlainsMD20695844205456$10,000PPE for individuals with disabilities
Center for Children
6100 Radio Station RdLa PlataMD20646521631026$25,000PPE
Good Shepherd Education Center
305 Smallwood DrWaldorfMD20602520897774$6,000COVID
Housing Options & Planning Enterprises
6188 Oxon HillOxon HillMD20745202526058$12,000Repairs for low income/disabled individuals
Leadership So MD
PO Box 524LeonardtownMD20650262989381$9,000Covid
Southern MD Commmunity Network
PO Box 998Prince FrederickMD20678521241267$10,000COVID Relief
United Way of So MD
10250 La Plata RdLa PlataMD20646521181917$10,000COVID Relief
FieldValueIRS element (for citing)
Total501c3 Org44Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt I Line 2FormAndLineReferenceDesc
ExplanationCTCC closely monitors the use of grant funds and requires reports from the recipientsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 2A member on the board of directors is related to the Executive Director
Pt VI, Line 11bThe Form 990 is professionally prepared and then reviewed by the Executive Director and staff. The Form 990 is then sent to the Board of Directors for review and approval. Once approved the return is finalized and submitted.
Pt VI, Line 12cMonitoring and enforcing compliance with Conflict of Interest Policy regularly take place. In the process of recruiting new board members, each prospective candidate is provided a copy of the policy along with the board approved code of ethics. The standards and requirements contained in these documents are discussed during the candidate interview. The Conflict of Interest is raised if business conducted at board or committee meeting involves or could involve a conflict of interest. If it is found present the person affected must exercise recusal and return to the meeting only after the matter at hand has been dispensed. The process of reviewing and evaluating grant applications from local 501(c)(3) nonprofits give special attention to conflict of interest requirements. Members of the grant panels are routinely advised of such requirements and are obligated to recuse themselves if a conflict arises that applies to them
Pt VI, Line 19Governing documents and IRS filings are made available to the public upon request. The process is such that when a request is made the Executive Director will sign off on it and the requestor will pick up the copy. All information is kept in a log.

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