2022-02-28T17:47:02-06:00 2021-06-30 260794367 UHY ADVISORS MID-ATLANTIC MD INC 955 MT HERMON ROAD SALISBURY MD 21804 990 2020-07-01 521326014 COMMUNITY FOUNDATION OF THE EASTERN SHOR COMM 4107429911 1324 BELMONT AVENUE NO 401 SALISBURY MD 218044558 ERICA JOSEPH PRESIDENT 4107429911 2022-02-22 1 ERICA JOSEPH 999009999 CHRIS A HALL P00503576 4107421328 2022-02-21 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ERICA JOSEPH 1324 BELMONT AVENUE SALISBURY MD 21804 21046029 0 X WWW.CFES.ORG X 1984 MD 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. 24 24 12 100 0 0 5406485 6378114 0 0 4049761 3792672 278382 394339 9734628 10565125 5508694 5036898 0 0 834113 867872 0 0 369031 442565 349743 6785372 6254513 2949256 4310612 118140564 160822135 31131079 46317262 87009485 114504873 X INSPIRING COMMUNITY PHILANTHROPY AND CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. 0 0 1506058 1506058 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. 1361993 1361993 HUMAN SERVICES - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING EMERGENCY AND SOCIAL SERVICES TO THE COMMUNITY 599939 599939 HEALTH BASED PROGRAMS - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING PROGRAMS AND SERVICES TO THE COMMUNITY. 1913186 1568907 ANIMAL WELFARE, ARTS, CULTURE, COMMUNITY DEVELOPMENT, CONSERVATION AND HISTORIC PRESERVATION, HEALTH, ENVIRONMENT,& YOUTH 1913186 1568907 5381176 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X ERICA JOSEPH 4107429911 1324 BELMONT AVENUE 401 SALISBURY MD 21804 ED BARBER DIRECTOR 1.00 X 0 0 0 DEAN LEWIS DIRECTOR 1.00 X 0 0 0 DR CAROLYN JOHNSTON SECRETARY 1.00 X X 0 0 0 GREGORY TAWES DIRECTOR 1.00 X 0 0 0 ALLEN BROWN SR DIRECTOR 1.00 X 0 0 0 KATHLEEN G MCLAIN DIRECTOR 1.00 X 0 0 0 ERNEST R SATCHELL DIRECTOR 1.00 X 0 0 0 JAMES THOMAS JR DIRECTOR 1.00 X 0 0 0 GINNIE MALONE DIRECTOR 1.00 X 0 0 0 JANICE PERDUE DIRECTOR 1.00 X 0 0 0 LAUREN C TAYLOR DIRECTOR 1.00 X 0 0 0 MICHAEL P TRUITT CHAIRMAN 1.00 X X 0 0 0 ANDY KIM DIRECTOR 1.00 X 0 0 0 DR ANNETTE E WALLACE DIRECTOR 1.00 X 0 0 0 W TODD HERSHEY TREASURER 1.00 X X 0 0 0 DWIGHT W MARSHALL JR DIRECTOR 1.00 X 0 0 0 DR GEORGE I WHITEHEAD III DIRECTOR 1.00 X 0 0 0 DAVID VORHIS DIRECTOR 1.00 X 0 0 0 JAMES P JONES VICE CHAIRMAN 1.00 X X 0 0 0 GAYLE WIDDOWSON DIRECTOR 1.00 X 0 0 0 VELDA HENRY DIRECTOR 1.00 X 0 0 0 STEPHANIE WILLEY DIRECTOR 1.00 X 0 0 0 DR JULIUS ZANT DIRECTOR 1.00 X 0 0 0 DANIEL O'CONNELL II DIRECTOR 1.00 X 0 0 0 ERICA JOSEPH PRESIDENT 37.50 X 128564 0 16590 128564 0 16590 1 0 0 0 MASON INVESTMENT ADVISORY SERVICES 11130 SUNRISE VALLEY SUITE 200 RESTON VA 20191 INVESTMENT SERVICES 278884 1 6378114 1517166 6378114 3589428 3589428 10684148 10480904 203244 203244 203244 ADMINISTRATIVE FEES 525920 324114 324114 MISCELLANEOUS REVENUE 900099 68184 68184 SHARED FACILITIES REIMBURSEMENT 532000 2041 2041 394339 10565125 4187011 0 0 4570582 4570582 466316 466316 131969 26394 46189 59386 565253 175800 239672 149781 35266 10227 14459 10580 83180 24122 34104 24954 52204 15139 21404 15661 23188 23188 21076 21076 42957 5050 37907 25246 11604 13642 64323 25454 25441 13428 58137 16860 23836 17441 2754 296 1564 894 61252 17763 25113 18376 DUES & SUBSCRIPTIONS 27574 5795 21779 BANK FEES 9046 9046 EDUCATION AND TRAVEL 7240 302 6667 271 SPONSORSHIPS 4850 4850 2100 240 1860 6254513 5381176 504306 369031 141432 134113 151698 459410 949554 915132 71973 129675 1788943 595425 1228923 1193518 115182040 156219687 414944 1770600 118140564 160822135 99015 74361 17210 32447 31014854 46210454 31131079 46317262 X 7765802 8631399 79243683 105873474 87009485 114504873 118140564 160822135 X 4310612 27174853 -195882 -3794195 X X 0 1 X 1 0 X 3334136 4771503 5169985 5406485 6378114 25060223 3334136 4771503 5169985 5406485 6378114 25060223 25060223 3562326 3264736 3401882 2874471 2519698 15623113 40683336 0.61600 0.59200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 149 202 1857475 937283 1570982 579045 27649750 21629917 1 1 107604079 2992529 38573674 2562144 146608138 113180036 2899635 -5672622 2802970 107604079 112024636 4089741 196540 3130881 113180036 102120959 3026056 9520275 2642654 112024636 92574309 1709718 11117685 3280753 102120959 0 0 370666 370666 1015003 328004 686999 137372 72036 65336 265902 195385 70517 1193518 AGENCY ENDOWMENT FUNDS 45956307 CHARITABLE GIFT ANNUITY OBLIGATION 254147 46210454 X 35261963 27174853 -195882 26978971 8282992 2282133 2282133 10565125 5638789 0 5638789 615724 615724 6254513 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, 2021 AND 2020, 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, 2018 THROUGH JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEES -195,882. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS TO AGENCY FUNDS 1,151,590. INVESTMENT ACTIVITY FOR AGENCY FUNDS 1,130,543. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS MADE BY AGENCY FUNDS 615,724. 1 ASBURY UNITED METHODIST CHURCH 1401 CAMDEN AVENUE SALISBURY MD 218017116 520607975 501(C)3 100341 FAITH BASED PROGRAMS BEEBE MEDICAL FOUNDATION 902 SAVANNAH RD LEWES DE 199581511 510319455 501(C)3 20000 HEALTH ACTS LEGACY FOUNDATION INC 375 MORRIS RD WEST POINT PA 194869973 912161987 501(C)3 8659 HUMAN SERVICES CHARITABLE FOUNDATION OF THE ROTARY CLUB OF WICOMICO COUNTY PO BOX 3621 SALISBURY MD 218030910 261620308 501(C)3 25000 COMMUNITY DEVELOPMENT CHESAPEAKE HOUSING MISSION 30754 FOX CHASE DR SALISBURY MD 218042541 263435626 501(C)3 26052 HUMAN SERVICES CHRISTIAN SHELTER INC 334 BARCLAY STREET SALISBURY MD 218043754 521176287 501(C)3 68432 HUMAN SERVICES AND FAITH BASED PROGRAMS COASTAL HOSPICE INC PO BOX 1733 SALISBURY MD 218021733 521214775 501(C)3 12227 HEALTH DEL-MAR-VA COUNCIL BOY SCOUTS OF AMERICA 1910 BADEN POWELL WAY DOVER DE 19904 510065733 501(C)3 81083 YOUTH WYATT'S WARRIORS FOUNDATION INC 30422 BOTTOM CREEK DR SALISBURY MD 218042849 202163095 501(C)3 5698 HUMAN SERVICES WORCESTER COUNTY BAR ASSOCIATION PO BOX 210 OCEAN CITY MD 218430210 043009711 501(C)3 9279 HUMAN SERVICES HELP AND OUTREACH POINT OF ENTRY INC PO BOX 5113 SALISBURY MD 218025113 260756910 501(C)3 7000 HUMAN SERVICES HUMANE SOCIETY OF WICOMICO COUNTY INC 5130 CITATION DRIVE SALISBURY MD 218041552 237015204 501(C)3 11124 ANIMAL WELFARE LIFE CRISIS CENTER INC PO BOX 387 SALISBURY MD 218030387 521147731 501(C)3 10000 HUMAN SERVICES LITTLE SISTERS OF JESUS AND MARY INC PO BOX 1755 SALISBURY MD 218021755 520846802 501(C)3 53432 HUMAN SERVICES ANIMAL WELFARE LEAGUE OF QUEEN ANNE'S COUNTY 241 BRYCE ROAD QUEENSTOWN MD 21658 460900907 501(C)3 11124 ANIMAL WELFARE MAC INC 909 PROGRESS CIR STE 100 SALISBURY MD 218042316 520992005 501(C)3 44509 HUMAN SERVICES ARCHBISHOP SPALDING HIGH SCHOOL 8080 NEW CUT ROAD SEVERN MD 21144 520846081 501(C)3 11000 EDUCATION ART LEAGUE OF OCEAN CITY INC PO BOX 3503 OCEAN CITY MD 218433503 521377610 501(C)3 14142 ARTS/CULTURE PARSON'S CEMETERY 5812 PENNY LN SALISBURY MD 218012341 520626713 501(C)3 12000 CONSERVATION & HISTORIC PRESERVATION TIDALHEALTH FOUNDATION INC 100 E CARROLL ST SALISBURY MD 218015422 521851935 501(C)3 229776 HEALTH SALISBURY UNIVERSITY FOUNDATION INC PO BOX 2655 SALISBURY MD 218022655 521127396 501(C)3 148380 EDUCATION SALISBURY WICOMICO ARTS COUNCIL PO BOX 884 SALISBURY MD 218030884 237006845 501(C)3 11000 ARTS/CULTURE SALVATION ARMY - SALISBURY CORPS 407 OAK STREET SALISBURY MD 218045574 222406433 501(C)3 95551 HUMAN SERVICES PECOMETH 136 BOOKERS WHARF RD CENTREVILLE MD 216172453 516022490 501(C)3 7000 YOUTH UNITED WAY OF THE LOWER EASTERN SHORE INC 803 N SALISBURY BLVD STE 2100 SALISBURY MD 218013657 526016589 501(C)3 138346 HUMAN SERVICES WESLEY THEOLOGICAL SEMINARY OF THE METHODIST CHURCH 4500 MASSACHUSETTS AVE NW WASHINGTON DC 200165632 530245887 501(C)3 52778 FAITH BASED PROGRAMS WOR-WIC COMMUNITY COLLEGE FOUNDATION INC BH106 32000 CAMPUS DRIVE SALISBURY MD 218041485 521264019 501(C)3 372078 EDUCATION YMCA OF THE CHESAPEAKE INC 111 E DOVER ST STE 1 EASTON MD 216013057 520646895 501(C)3 95000 HUMAN SERVICES WORCESTER COUNTY HUMANE SOCIETY INC PO BOX 48 BERLIN MD 218110048 521122738 501(C)3 38550 ANIMAL WELFARE WORCESTER COUNTY PUBLIC SCHOOLS EDUCATION FOUNDATION INC 6270 WORCESTER HWY NEWARK MD 218412224 471221617 501(C)3 21477 EDUCATION COMMUNITY CHURCH AT OCEAN PINES 11227 RACETRACK RD BERLIN MD 218113276 521291329 501(C)3 8000 HUMAN SERVICES DOVE POINTE INC 1225 MT HERMON ROAD SALISBURY MD 218045111 520884222 501(C)3 19380 HUMAN SERVICES ST PETER'S EPISCOPAL CHURCH 115 SAINT PETERS ST SALISBURY MD 218014901 520626713 501(C)3 8592 FAITH BASED PROGRAMS ELEVEN 21 INC 7545 LEVIN DASHIELL RD HEBRON MD 218301184 461753777 501(C)3 10000 HUMAN SERVICES ATLANTIC CLUB INC PO BOX 563 OCEAN CITY MD 218430563 522239615 501(C)3 57341 HEALTH ATLANTIC GENERAL HOSPITAL FOUNDATION 9733 HEALTHWAY DRIVE BERLIN MD 218111155 521656507 501(C)3 140382 HEALTH BALTIMORE RESCUE MISSION INC PO BOX 735 BALTIMORE MD 212030735 520703403 501(C)3 20000 HUMAN SERVICES HORIZONS SALISBURY INC DBA HORIZONS DELMARVA 225 N DIVISION ST SALISBURY MD 21801 474423393 501(C)3 15000 EDUCATION LEADERSHIP INSTITUE 1101 N HIGHLAND ST ARLINGTON VA 222012807 510235174 501(C)3 15000 HUMAN SERVICES FURNACE TOWN FOUNDATION INC PO BOX 207 SNOW HILL MD 218630207 521223314 501(C)3 12905 CONSERVATION & HISTORIC PRESERVATION JUNIOR ACHIEVEMENT OF THE EASTERN SHORE INC 327 TILGHMAN ROAD SUITE 100 SALISBURY MD 21804 521461040 501(C)3 10000 YOUTH WICOMICO PRESBYTERIAN CHURCH 129 BROAD ST SALISBURY MD 218014912 520650792 501(C)3 45000 FAITH BASED PROGRAMS MARYLAND FOOD BANK INC 28500 OWENS BRANCH ROAD SALISBURY MD 218011762 521135690 501(C)3 12500 HUMAN SERVICES BETHESDA UNITED METHODIST CHURCH 406 N DIVISION ST SALISBURY MD 218014274 520660404 501(C)3 20000 FAITH BASED PROGRAMS EASTERN SHORE BALLET THEATRE INC PO BOX 3084 SALISBURY MD 21802 521794699 501(C)3 5887 ARTS/CULTURE GIRL SCOUTS OF THE CHESAPEAKE BAY COUNCIL INC 225 OLD BALTIMORE PIKE NEWARK DE 197028409 510064337 501(C)3 31865 YOUTH AND COMMUNITY DEVELOPMENT HELPING HANDS OF GEORGETOWN 1813 HIGHMARKET STREET GEORGETOWN SC 29440 570883461 501(C)3 20000 HUMAN SERVICES SALISBURY ARTS AND ENTERTAINMENT DISTRICT INC 110 N DIVISION STREET STE 1 SALISBURY MD 218014917 474845564 501(C)3 10000 ARTS/CULTURE SALISBURY FIRE DEPARTMENT 2 INC PO BOX 3381 SALISBURY MD 218023381 521199883 501(C)3 27370 HUMAN SERVICES SALISBURY FIRE DEPARTMENT INC 325 CYPRESS STREET SALISBURY MD 218014060 521199884 501(C)3 32370 HUMAN SERVICES SALISBURY NEIGHBORHOOD HOUSING SERVICE INC 560 RIVERSIDE DR STE A102 SALISBURY MD 218014702 521859345 501(C)3 14298 COMMUNITY DEVELOPMENT SALISBURY ZOO COMMISSION INC PO BOX 2979 SALISBURY MD 218022979 521297264 501(C)3 86351 EDUCATION STEVENSON UNITED METHODIST CHURCH 123 NORTH MAIN ST BERLIN MD 218111018 521323427 501(C)3 10982 FAITH BASED PROGRAMS NORTH SHORE ANIMAL LEAGUE AMERICA INC 25 DAVIS AVE PORT WASHINGTON NY 110503701 111666852 501(C)3 11124 HEALTH DIAKONIA INC 12747 OLD BRIDGE RD OCEAN CITY MD 218429243 521381317 501(C)3 8349 HUMAN SERVICES PITTS CREEK PRESBYTERIAN CHURCH PO BOX 266 POCOMOKE CITY MD 218510266 521268985 501(C)3 7826 FAITH BASED PROGRAMS TOWN OF SNOW HILL PO BOX 348 SNOW HILL MD 218630348 526000807 GOVT 36966 EDUCATION ROTARY CLUB OF SALISBURY FOUNDATION INC PO BOX 735 SALISBURY MD 218030735 522238099 501(C)3 20000 HUMAN SERVICES VILLAGE OF HOPE INC 1001 LAKE ST SALISBURY MD 218013141 521631603 501(C)3 15000 HUMAN SERVICES LOWER SHORE LAND TRUST INC 100 RIVER ST SNOW HILL MD 218631025 521701152 501(C)3 22223 CONSERVATION & HISTORICAL PRESERVATION SPENCE BAPTIST CHURCH INC 4824 PAW PAW CREEK RD SNOW HILL MD 218634150 521205137 501(C)3 8757 FAITH BASED PROGRAMS WESLEY COLLEGE INC 120 N STATE ST DOVER DE 199013835 510064335 501(C)3 8659 EDUCATION WICOMICO COUNTY RECREATION PARKS AND TOURISM 500 GLEN AVE SALISBURY MD 218045202 526001054 GOVT 178600 CONSERVATION & HISTORIC PRESERVATION TOWSON UNIVERSITY 8000 YORK ROAD TOWSON MD 212042508 526002033 GOVT 12000 EDUCATION SALVATION ARMY - RICHARD HAZEL YOUTH CENTER 407 OAK STREET SALISBURY MD 218045574 580660607 501(C)3 143506 YOUTH WICOMICO COUNTY BOARD OF EDUCATION PO BOX 1538 SALISBURY MD 218021538 526001052 GOVT 6000 EDUCATION BAY AREA CENTER FOR INDEPENDENT LIVING INC 909 PROGRESS CIR STE 300 SALISBURY MD 218042323 521035367 501(C)3 7000 HUMAN SERVICES CHOPTANK ELECTRIC TRUST INC PO BOX 426 DENTON MD 216290426 861072289 501(C)3 10000 HUMAN SERVICES EMMANUEL WESLEYAN CHURCH 217 BEAGLIN PARK DRIVE SALISBURY MD 21804 521415810 501(C)3 20000 FAITH BASED PROGRAMS FENIX YOUTH PROJECT INC 239 FLORIDA AVE SALISBURY MD 21801 473206078 501(C)3 6934 YOUTH FISHER HOUSE FOUNDATION INC 12300 TWINBROOK PARKWAY ROCKVILLE MD 208521402 113158401 501(C)3 10000 HUMAN SERVICES FRIENDS OF SALISBURY ELKS LODGE 817 INC PO BOX 1602 SALISBURY MD 218021602 813607513 501(C)3 15400 YOUTH HOPE AND LIFE OUTREACH INC PO BOX 2227 SALISBURY MD 218022227 261691517 501(C)3 15000 HUMAN SERVICES JAMES M BENNETT HIGH SCHOOL 300 E COLLEGE AVE SALISBURY MD 218046599 526001052 GOVT 12000 EDUCATION LOWER SHORE CLINIC 716 N DIVISION ST SALISBURY MD 218014156 521199736 501(C)3 5241 HUMAN SERVICES MAGI FUND INC 1210 ORCHARD CIRCLE SALISBURY MD 218016818 521903823 501(C)3 5912 HUMAN SERVICES RIVERSIDE HEALTH SYSTEM FOUNDTAION 701 TOWN CENT STE 1000 NEWPORT NEWS VA 23606 521241835 501(C)3 10000 HEALTH SNOW HILL VOLUNTEER FIRE COMPANY INC PO BOX 83 SNOW HILL MD 218630083 521980246 501(C)3 15000 HUMAN SERVICES ST ANDREWS EPISCOPAL CHURCH 30513 WASHINGTON ST PRINCESS ANNE MD 218531143 520786941 501(C)3 10000 HUMAN SERVICES THE BERLIN FIRE COMPANY 214 N MAIN ST BERLIN MD 218111004 526073074 501(C)3 15000 HUMAN SERVICES THE CHRISTIAN CENTER NANTICOKE UNITED METHODIST CHURCH PO BOX 11 NANTICOKE MD 218400011 262761790 501(C)3 12200 HUMAN SERVICES THE CRISFIELD HERITAGE FOUNDATION INC PO BOX 253 CRISFIELD MD 218170253 521122897 501(C)3 7449 CONSERVATION/HISTORIC PRESERVATION TRI-COMMUNITY MEDIATION 231 W MAIN ST SALISBURY MD 218014906 473388815 501(C)3 17000 HUMAN SERVICES UNIVERSITY OF RICHMOND - ADVANCEMENT OPERATIONS 114 UR DR RICHMOND VA 231730008 540505965 501(C)3 25000 EDUCATION WICOMICO COUNTY MARYLAND PO BOX 870 SALISBURY MD 218030870 526001054 GOVT 53000 COMMUNITY DEVELOPMENT WICOMICO PUBLIC LIBRARIES 122 S DIVISION ST SALISBURY MD 218014929 520658332 501(C)3 10000 EDUCATION WINTHISFIGHTORG INC 238 MILDALE DR SALISBURY MD 218047302 843674498 501(C)3 63000 EDUCATION WOMEN SUPPORTING WOMEN INC 1320 BELMONT AVE STE 402 SALISBURY MD 218044558 521870971 501(C)3 20000 HEALTH CASH ASSISTANCE FOR EDUCATIONAL PURPOSES 75 466316 BOOK PART I, LINE 2: 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. X 26 1517166 FULL STOCK PRICE-SALE 0 1 1 PART I, LINE 32B: PUBLICLY TRADED SECURITIES ARE SOLD BY MORGAN STANLEY, FIDELITY OR TD AMERITRADE. FORM 990, PART VI, SECTION A, LINE 1 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 -1,666,409. PRIOR PERIOD RECLASSIFICATION -2,127,786. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.