JOAN W JENKINS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOAN W JENKINS FOUNDATION (EIN 52-1486477)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2022-12-07
- IRS object ID
- 202213419349100601
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-07T09:20:24-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520619968 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAW CASSON & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9748 STEPHEN DECATUR HWY STE 103 | AddressLine1Txt |
| City | OCEAN CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 218429358 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521486477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN W JENKINS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOAN | BusinessNameControlTxt |
| Phone | 4102899100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 572 | AddressLine1Txt |
| City | OCEAN CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 218430572 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES JENKINS SR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4102899100 | PhoneNum |
| Signature | 2022-11-30 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | JENKINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD T VENT | PreparerPersonNm |
| PTIN | P01212680 | PTIN |
| Phone | 4102138700 | PhoneNum |
| Preparation | 2022-11-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,891,247 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $291,648 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $143 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $143 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $47,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,632 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $47,632 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $57,719 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $57,719 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $57,719 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $49,636 | NetRentalIncomeOrLossAmt |
| Total Rev And Expnss | $397,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,494 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $105,494 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $146,725 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $73,363 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $73,363 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,363 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,977 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,977 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,977 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $19,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,085 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $19,085 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $8,083 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,083 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $8,083 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $98,955 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,111 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $14,111 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $290,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $118,619 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,013 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,013 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $383,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $118,619 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,376 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $216,518 | CashBOYAmt |
| Cash EOY | $168,234 | CashEOYAmt |
| Cash EOYFMV | $168,235 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,349 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $449,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $451,641 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $710,494 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $923,999 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $962,916 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $823,169 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $413,776 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $269,341 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $152,518 | LandBOYAmt |
| Land EOY | $144,435 | LandEOYAmt |
| Land EOYFMV | $177,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,752,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,739,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,891,247 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25,905 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $25,905 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,726,382 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,739,575 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,726,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,739,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,752,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,739,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,726,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,193 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,739,575 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,739,575 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $115 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $115 | TotalPaymentsAndCreditsAmt |
| Overpayment | $115 | OverpaymentAmt |
| Applied To ES Tax | $115 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARGIE MCBANE | IndividualWithBooksNm |
| Phone | 4102899100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 572 | AddressLine1Txt |
| City | OCEAN CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 218430572 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL H JONES | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | CEO/VICE PRE | 000.00 | $0 | $0 | $0 |
| CHARLES JENKINS SR | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MARGIE MCBANE | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| TIMOTHY J KING | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | CFO/VICE PRE | 000.00 | $0 | $0 | $0 |
| BRUCE MOORE | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| WENDY NATHAN | ||||||||
| PO BOX 572 | OCEAN CITY | MD | 21843 | ASST SEC/TRE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALCOHOLICS ANONYMOUS USES THE BUILDING OWNED BY THE FOUNDATION FOR MEETINGS NUMEROUS TIMES PER WEEK. ALSO AL-ANON AND AL-ATEEN. | Description1Txt |
| Description2 | NARCOTICS ANONYMOUS USES THE BUILDING OWNED BY THE FOUNDATION FOR MEETINGS NUMEROUS TIMES PER WEEK. | Description2Txt |
| Description3 | GAMBLERS ANONYMOUS USES THE BUILDING OWNED BY THE FOUNDATION FOR THEIR MEETINGS. | Description3Txt |
| Description4 | BUILDING IS KEPT OPEN 24 HOURS, 7 DAYS A WEEK FOR THESE ACTIVITIES AS WELL AS PROVIDING A SUBSTANCE FREE ENVIRONMENT FOR ACTIVITES INCLUDED COUNSELING ETC. | Description4Txt |
| Expenses4 | $290,936 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,406,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,635,105 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,635,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,527 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,610,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,376 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $166,376 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $166,376 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $166,376 | RemainingDistriFromCorpusAmt |
| Total Corpus | $166,376 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $166,376 | CurrentYearAmt |
| Year1 | $150,889 | Year1Amt |
| Year2 | $177,197 | Year2Amt |
| Year3 | $179,869 | Year3Amt |
| Total | $674,331 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $166,376 | CurrentYearAmt |
| Year1 | $150,889 | Year1Amt |
| Year2 | $177,197 | Year2Amt |
| Year3 | $179,869 | Year3Amt |
| Total | $674,331 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $53,686 | CurrentYearAmt |
| Year1 | $61,365 | Year1Amt |
| Year2 | $55,377 | Year2Amt |
| Year3 | $50,488 | Year3Amt |
| Total | $220,916 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES R JENKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 572 | AddressLine1Txt |
| City | OCEAN CITY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4102899100 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM OR INFORMATION IS REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARBOR DAY FOUNDATION | |||||||
| PO BOX 82503 | LINCOLN | NE | 685012500 | NONE | UNRESTRICTED | $20 | |
| ART LEAGUE OF OCEAN CITY | |||||||
| P O BOX 3503 | OCEAN CITY | MD | 21843 | NONE | UNRESTRICTED | $500 | |
| ASSATEAGUE COASTAL TRUST | |||||||
| PO BOX 731 | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $2,000 | |
| ATLANTIC CLUB | |||||||
| PO BOX 563 | OCEAN CITY | MD | 21843 | NONE | WALK FOR RECOVERY | $500 | |
| ATLANTIC GENERAL HOSPITAL FOUNDATIO | |||||||
| 9733 HEALTHWAY DRIVE | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $2,500 | |
| B'MORE CLUBHOUSE | |||||||
| 831 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | UNRESTRICTED | $250 | |
| BARRIER ISLAND CENTER | |||||||
| PO BOX 206 | MACHIPONGO | VA | 23405 | NONE | UNRESTRICTED | $50,000 | |
| BERLIN FIRE COMPANY | |||||||
| 214 N MAIN ST | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $1,300 | |
| BLESS OUR CHILDREN | |||||||
| 1729 N SALISBURY BLVD | SALISBURY | MD | 21801 | NONE | UNRESTRICTED | $1,000 | |
| BOYS TOWN | |||||||
| PO BOX 5000 | BOYS TOWN | NE | 680109989 | NONE | UNRESTRICTED | $60 | |
| BUCKINGHAM PRESBYTERIAN CHURCH | |||||||
| PO BOX 248 | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $1,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| PO BOX 17445 | BELTIMORE | MD | 212988268 | NONE | UNRESTRICTED | $100 | |
| COASTAL HOSPICE AT THE OCEAN | |||||||
| PO BOX 1733 | SALISBURY | MD | 21802 | NONE | UNRESTRICTED | $2,500 | |
| DIAKONIA | |||||||
| 12747 OLD BRIDGE RD | OCEAN CITY | MD | 21842 | NONE | UNRESTRICTED | $1,500 | |
| GRACE FOUNDATION OF TAYLORS ISLAND | |||||||
| PO BOX 119 | TAYLORS ISLAND | MD | 21669 | NONE | UNRESTRICTED | $200 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | UNRESTRICTED | $100 | |
| JUPITER ISLAND HISTORICAL SOCIETY | |||||||
| PO BOX 938 | HOBE SOUND | FL | 33475 | NONE | UNRESTRICTED | $150 | |
| LIGHTHOUSE ARTS CENTER | |||||||
| 373 TEQUESTA DR | TEQUESTA | FL | 33460 | NONE | IN MEMORY OF VINCENT D. PALUMBO | $1,000 | |
| LOWER SHORE LAND TRUST | |||||||
| 9931 OLD OCEAN CITY BLVD | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $3,138 | |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 21227 | NONE | UNRESTRICTED | $250 | |
| MCDONOGH SCHOOL | |||||||
| 8600 MCDONOGH RD | OWINGS MILLS | MD | 21117 | NONE | IN MEMORY OF TYLER C. GROTON | $1,000 | |
| NATIONAL CHILD SAFETY COUNCIL | |||||||
| ONE WEST MARKET STREET RO | SNOW HILL | MD | 21863 | NONE | UNRESTRICTED | $500 | |
| NATIONAL FOLK FESTIVAL | |||||||
| 125 N DIVISION STREET | SALISBURY | MD | 21801 | NONE | UNRESTRICTED | $500 | |
| OCEAN CITY PARAMEDIC FOUNDATION | |||||||
| PO BOX 3099 | OCEAN CITY | MD | 21843 | NONE | IN MEMORY OF NEWT CROPPER | $1,000 | |
| OCEAN CITY VOLUNTEER FIRE CO | |||||||
| 1409 PHILADELPHIA AVE | OCEAN CITY | MD | 21842 | NONE | UNRESTRICTED | $800 | |
| PAWS FOR PURPLE HEARTS | |||||||
| 7404 COMMERCE WY | RUTHER GLEN | VA | 22546 | NONE | UNRESTRICTED | $100 | |
| RACKLIFFE HOUSE TRUST | |||||||
| PO BOX 561 | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $500 | |
| RECOVERY RESOURCE CENTER | |||||||
| 726 S SALISBURY BLVD | SALISBURY | MD | 21804 | NONE | UNRESTRICTED | $500 | |
| RIVERSIDE MEMORIAL HOSPITAL AUXILIA | |||||||
| PO BOX 691 | ACCOMAC | VA | 23301 | NONE | UNRESTRICTED | $300 | |
| SHORE HISTORY | |||||||
| PO BOX 179 | ONANCOCK | VA | 23417 | NONE | UNRESTRICTED | $250 | |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 57325 | NONE | UNRESTRICTED | $25 | |
| ST MARY STAR OF THE SEA CATHOLIC | |||||||
| 17TH ST | OCEAN CITY | MD | 21842 | NONE | UNRESTRICTED | $500 | |
| STAUNTON MILITARY ACADEMY | |||||||
| PO BOX 958 | STAUNTON | VA | 244020958 | NONE | UNRESTRICTED | $1,000 | |
| TEACH FOR AMERICA | |||||||
| PO BOX 77286 | WASHINGTON | DC | 20013 | NONE | UNRESTRICTED | $500 | |
| TOWN OF OCEAN CITY | |||||||
| PO BOX 158 | OCEAN CITY | MD | 21843 | NONE | LIGHTS FOR BIKES PROGRAM | $200 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | UNRESTRICTED | $1,000 | |
| US KENNELS INC | |||||||
| 926 SNOW HILL RD | SALISBURY | MD | 21804 | NONE | UNRESTRICTED | $1,000 | BLDG 900 |
| VES LAND TRUST | |||||||
| P O BOX 1114 | EXMORE | VA | 23350 | NONE | UNRESTRICTED | $1,000 | |
| WESLEY THEOLOGICAL SEMINARY ANNUAL | |||||||
| 4500 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | UNRESTRICTED | $1,000 | |
| WILLIAMS AME CHURCH | |||||||
| PO BOX 7 | NEWARK | MD | 21841 | NONE | UNRESTRICTED | $500 | |
| WORCESTER COMMISION ON AGING | |||||||
| 4767 SNOW HILL RD | SNOW HILL | MD | 21863 | NONE | UNRESTRICTED | $250 | |
| WORCESTER COUNTY GOLD | |||||||
| PO BOX 335 | SNOW HILL | MD | 21863 | NONE | UNRESTRICTED | $1,000 | |
| WORCESTER COUNTY HUMANE SOCIETY | |||||||
| PO BOX 48 | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $2,520 | |
| WORCESTER COUNTY VETERANS MEMORIAL | |||||||
| PO BOX 1576 | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $500 | |
| WORCESTER PREPARATORY SCHOOL | |||||||
| 508 S MAIN ST | BERLIN | MD | 21811 | NONE | UNRESTRICTED | $8,100 | |
| YOUTH FOR CHRIST | |||||||
| 8900 BELAIR RD | BALTIMORE | MD | 21236 | NONE | UNRESTRICTED | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,013 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,632 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $49,636 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,411 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE ATLANTIC CLUB | ||||||
| 1 | POBOX 563 | OCEAN CITY | MD | 21843 | $62,375 | Yes (X) |
| THE AMERICAN LEGION | ||||||
| 2 | PO BOX 63 | OCEAN CITY | MD | 21843 | $7,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| ROUTE 50 BUILDING | 1988-09-30 | $246,530 | $206,212 | S/L | 40.0000 | $6,163 | $6,163 | $6,163 |
| ROUTE 50 LAND | 1988-09-30 | $75,000 | ||||||
| ROUTE 50 TELEPHONE | 1988-09-30 | $1,460 | $1,460 | 10.0000 | ||||
| R0UTE 50 CARPET | 1996-07-25 | $2,340 | $2,340 | S/L | 5.0000 | |||
| ROUTE 50 IMPROVEMENT | 1998-01-08 | $4,000 | $2,375 | S/L | 40.0000 | $100 | $100 | $100 |
| NEW HEATING & AIR UNIT | 1998-10-01 | $52,600 | $30,245 | S/L | 40.0000 | $1,315 | $1,315 | $1,315 |
| CAPIT. LABOR-HEATING UNIT | 1998-11-19 | $9,916 | $5,660 | S/L | 40.0000 | $248 | $248 | $248 |
| FURNISHINGS | 2005-03-02 | $9,000 | $9,000 | S/L | 7.0000 | |||
| ICE MAKER | 2012-09-04 | $2,930 | $2,930 | S/L | 7.0000 | |||
| DELAWARE ELEVATOR | 2017-09-06 | $10,000 | $1,036 | S/L | 39.0000 | $257 | $257 | $257 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $791,937 | $659,870 |
| PAYDEN LOW DURATION BOND FUND | $170,979 | $163,299 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES INC | $10,203 | $19,352 |
| ABBVIE INC | $17,308 | $24,158 |
| AMERICAN ELECTRIC POWER INC | $11,693 | $16,426 |
| APPLE INC | $2,943 | $11,056 |
| BANK OF AMERICA | $4,433 | $5,587 |
| BROADCOM IN | $15,802 | $24,421 |
| CHEVRON CORPORATION | $29,093 | $40,802 |
| CISCO SYSTEMS | $15,729 | $20,000 |
| DELAWARE VALUE FUND R 6 | $5,950 | $5,458 |
| FEDERATED STRATEGIC VALUE FD | $75,000 | $90,000 |
| JOHNSON AND JOHNSON | $12,535 | $19,603 |
| KEURIG DR PEPPER INC | $11,408 | $4,476 |
| KIMBERLY CLARK CORP | $11,637 | $10,354 |
| MERCK & CO | $14,911 | $21,530 |
| MICROSOFT CORP | $13,210 | $58,225 |
| NEXTERA ENERGY INC | $11,795 | $32,932 |
| PFIZER | $30,702 | $41,572 |
| POLEN GROWTH FUND INS | $8,560 | $7,219 |
| PRUDENTIAL FINANCIAL INC | $15,745 | $16,556 |
| TRUIST FINANCIAL CORP | $4,200 | $4,093 |
| VERIZON COMMUNICATIONS | $32,034 | $22,592 |
| VIATRIS | $1,681 | $997 |
| WEC ENERGY GROUP | $12,552 | $19,675 |
| WISDOM TREE US LARGE CAP DIV FUND | $82,517 | $193,410 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $323,046 | $253,611 | $69,435 | $100,000 |
| EQUIPMENT | $4,390 | $4,390 | $1,000 | |
| FURNITURE&FIXTURE | $11,340 | $11,340 | $1,000 | |
| LAND | $75,000 | $75,000 | $75,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE BUILDING & CONTENTS | $11,324 | $11,324 | $11,324 |
| WORKMENS COMPENSATION | $752 | $752 | $752 |
| PAYROLL PROCESSING FEES | $2,035 | $2,035 | $2,035 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN PAYABLE | Desc |
| BOY Book Value | $25,905 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,977 | Amt |
| Net Investment Income | $3,977 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,977 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,087 | $12,087 | $12,087 |
| TAXES | $6,998 | $6,998 | $6,998 |
Comments