2022-11-02T12:25:02-05:00 2021-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2021-01-01 521738992 PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC PATR 4109620595 200 EAST PRATT STREET 4100 BALTIMORE MD 212026155 MARK K JOSEPH PRESIDENT 4109620595 2022-11-01 1 MARK JOSEPH XXX-XX-XXXX JULIA FLANNERY P00928918 4102469300 2022-11-01 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARK K JOSEPH 200 EAST PRATT STREET 4100 BALTIMORE MD 212026155 8363228 0 X N/A X 1988 MD TO PROVIDE AFFORDABLE HOUSING TO PERSONS OF LOW AND MODERATE INCOME AND TO MAKE GRANTS TO NONPROFIT ORGANIZATIONS AND AGENCIES THAT ADDRESS THE NEEDS OF CHILDREN, THE ELDERLY AND THE COMMUNITY. 7 7 1 0 0 0 0 860246 3055998 3113713 858959 2378227 18100 15901 3933057 6368087 1538000 2047150 0 0 257816 407203 0 0 0 2029250 2019081 3825066 4473434 107991 1894653 48601554 50852875 10465870 9560386 38135684 41292489 X TO PROVIDE HOUSING, INCLUDING OWNING, INVESTING IN AND OPERATING RENTAL HOUSING PROJECTS AND ALL RELATED AMENITIES TO BENEFIT HOMELESS PERSONS, THE ELDERLY AND PERSONS OF LOW OR MODERATE INCOME; TO EDUCATE THE PUBLIC ABOUT HOUSING NEEDS; TO PROVIDE EDUCATION AND TRAINING IN HOUSING MANAGEMENT AND RELATED SERVICES; AND TO OPERATE PROGRAMS WHICH AID DISTRESSED URBAN AREAS. 0 0 4040590 2047150 3129614 TO PROVIDE HOUSING FOR THE BENEFIT OF THE ELDERLY LOW-INCOME, AND HOMELESS. 4040590 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 MD X TRACEY TIZARD 4109620595 200 EAST PRATT STREET 4100 BALTIMORE MD 212026155 PATRICIA H JOSEPH CHAIRPERSON 1.00 X X 0 0 0 JESSICA K JOSEPH VICE-PRESIDENT 1.00 X X 0 0 0 CARA S WEIMAN VICE-PRESIDENT 1.00 X X 0 0 0 ROBERT C EMBRY JR SECRETARY 1.00 X X 0 0 0 PATRICIA P BAUM DIRECTOR 1.00 X 0 0 0 JONATHAN D EISNER DIRECTOR 1.00 X 0 0 0 SHALE D STILLER DIRECTOR 1.00 X 0 0 0 MARK K JOSEPH PRESIDENT/TREASURER 1.00 X 0 0 0 TRACEY R TIZARD ASSISTANT SECRETARY 1.00 X 34976 0 0 34976 0 0 0 0 0 0 ENTERPRISE RESIDENTAIL LLC 875 HOLLINS ST 202 BALTIMORE MD 21201 MANAGEMENT FEE 194900 RBC WEALTH MANAGEMENT 1906 TOWN CENTER BLVD SUITE 375 ANNAPOLIS MD 21401 ASSET MANAGEMENT FEE 124497 2 860246 860246 860246 RENTAL INCOME 531110 3113713 3113713 3113713 1378743 1378743 2994625 1995141 999484 999484 999484 OTHER INCOME 531110 15901 15901 15901 6368087 3129614 0 2378227 2047150 2047150 34976 33715 1261 293909 283312 10597 75032 75032 3286 3286 194990 194990 2236 2236 73171 73171 125580 125580 147151 129650 17501 457287 457329 -42 444525 444525 303243 303243 9786 9786 OPERATIONS & MAINTENANC 247488 247488 AMORTIZATION 13624 13624 4473434 4040590 432844 0 1120048 1123600 2824258 4206984 3194 333 40872 40872 171906 191253 12597042 7685440 5214845 4911602 35894240 36740581 2598318 2890530 733873 747120 48601554 50852875 92059 111889 3113299 2445623 19839 16012 7155796 6901995 84877 84867 10465870 9560386 X 38135684 41292489 38135684 41292489 48601554 50852875 X 1894653 1291474 -29322 X 0 1 X 1 0 X 50000 860246 910246 2560380 2626374 2947043 3074098 3113713 14321608 2560380 2626374 2997043 3074098 3973959 15231854 50000 860246 910246 0 50000 860246 910246 14321608 838367 1086538 834411 858959 1378743 4997018 838367 1086538 834411 858959 1378743 4997018 15901 15901 3398747 3712912 3831454 3933057 5368603 20244773 0.70740 0.76230 0.24680 0.23500 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 15,901. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 750000 750000 11514131 7395401 4118730 332911 290039 42872 4911602 INVESTMENT IN PARTNERSHIPS AND RENTAL PROJECT 108717 C 59888.341-VANGUARD WORLD FD (VFTAX) 2781813 F 2890530 ACCRUED INTEREST PAYABLE 36400 SECURITY DEPOSIT LIABILITY 48467 84867 X 7533981 1291474 1291474 6242507 125580 125580 6368087 4377176 29322 29322 4347854 125580 125580 4473434 PART X, LINE 2: THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED BY THE INTERNAL REVENUE SERVICE. DURING THE YEAR ENDED DECEMBER 31, 2021, THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2018. PART XII, LINE 2D - OTHER ADJUSTMENTS: PRESENT VALUE ADJUSTMENT 29,322. 1 ADELANTE LATINA INC 2907 W STRATHMORE AVE BALTIMORE MD 21209 464288885 501(C)(3) 8000 0 CONTRIBUTION ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE 190 W OSTEND STREET SUITE 210 BALTIMORE MD 21230 522056349 501(C)(3) 7500 0 CONTRIBUTION ASSOCIATED BLACK CHARITIES 2 HAMILL ROAD 272 NORTH QUADRANGLE BALTIMORE MD 21210 521427774 501(C)(3) 15750 0 CONTRIBUTION BALTIMORE AREA COUNCILBOYS SCOUTS OF AMERICA 701 WYMAN PARK DR BALTIMORE MD 21211 520591572 501(C)(3) 6000 0 CONTRIBUTION BALTIMORE CHAMBER ORCHESTRA 11 W MOUNT VERNON PL 3 BALTIMORE MD 21201 521356846 501(C)(3) 15000 0 CONTRIBUTION BALTIMORE COMMUNITY FOUNDATION 11 EAST MOUNT ROYAL AVENUE 2ND FLOOR BALTIMORE MD 21202 237180620 501(C)(3) 39650 0 CONTRIBUTION BALTIMORE CORPS INC PO BOX 67348 BALTIMORE MD 21215 364913965 501(C)(3) 45000 0 CONTRIBUTION BALTIMORE LEADERSHIP SCHOOL FOR YOUNG WOMEN 128 W FRANKLIN ST BALTIMORE MD 21201 262221540 501(C)(3) 25000 0 CONTRIBUTION BALTIMORE MUSEUM OF ART 10 ART MUSEUM DRIVE BALTIMORE MD 21218 526000162 501(C)(3) 510000 0 CONTRIBUTION BALTIMORE SCHOOL FOR THE ARTS FOUNDATION 712 CATHEDRAL STREET BALTIMORE MD 21201 521174284 501(C)(3) 541000 0 CONTRIBUTION BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL STREET BALTIMORE MD 21201 520629696 501(C)(3) 50000 0 CONTRIBUTION BELOVED COMMUNITY SERVICES CORPORATION 1219 DRUID HILL AVE BALTIMORE MD 21217 800192216 501(C)(3) 10000 0 CONTRIBUTION THE BROTHERHOOD SISTER SOL 512 WEST 143RD STREET BALTIMORE MD 21202 133857387 501(C)(3) 10000 0 CONTRIBUTION JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD SUITE N2100 BALTIMORE MD 21211 520595110 501(C)(3) 26000 0 CONTRIBUTION LIVING CLASSROOMS FOUNDATION INC 802 S CAROLINE ST BALTIMORE MD 21231 521369524 501(C)(3) 60000 0 CONTRIBUTION UNITED STATES CAPITOL HISTORICAL SOCIETY 200 MARYLAND AVE NE 401 WASHINGTON DC 20002 520796820 501(C)(3) 10000 0 CONTRIBUTION ENOCH PRATT FREE LIBRARY 400 CATHEDRAL ST BALTIMORE MD 21201 526001143 501(C)(3) 20000 0 CONTRIBUTION GREATER BALTIMORE COMMITTEE INC 111 S CALVERT ST BALTIMORE MD 21202 520645650 501(C)(4) 9020 0 SPONSORSHIP HIGHER ACHIEVEMENT BALTIMORE 1750 COLUMBIA ROAD NW WASHINGTON DC 20009 521383374 501(C)(3) 15000 0 CONTRIBUTION IMENTOR 199 WATER STREET 8TH FLOOR NEW YORK NY 10038 300105507 501(C)(3) 20000 0 CONTRIBUTION J STREET EDUCATION FUND PO BOX 66073 WASHINGTON DC 20035 202777557 501(C)(3) 20000 0 CONTRIBUTION MARYLAND PHILANTHROPY NETWORK 2 EAST READ STREET 2ND FLOOR BALTIMORE MD 21202 521326863 501(C)(3) 8480 0 CONTRIBUTION MENTORING MENTORS INC PO BOX 67021 BALTIMORE MD 21207 473138966 501(C)(3) 15000 0 CONTRIBUTION PUBLIC ALLIES INC 735 N WATER ST SUITE 550 MILWAUKEE WI 53202 521759564 501(C)(3) 30000 0 CONTRIBUTION ROLAND PARK COMMUNITY ASSOCIATION 5115 ROLAND AVE BALTIMORE MD 21210 521479924 501(C)(3) 50000 0 CONTRIBUTION THE SEED SCHOOL OF MARYLAND INC 200 FONT HILL AVE BALTIMORE MD 21223 061818759 501(C)(3) 15000 0 CONTRIBUTION SUCCESS FOR ALL FOUNDATION 300 E JOPPA RD 500 TOWSON MD 21286 522061820 501(C)(3) 225000 0 CONTRIBUTION TEACH FOR AMERICA 315 W 36TH ST NEW YORK MD 10018 133541913 501(C)(3) 125000 0 CONTRIBUTION UNITED WAY OF CENTRAL MD 1800 WASHINGTON BLVD 340 BALTIMORE MD 21230 520591543 501(C)(3) 70000 0 CONTRIBUTION CYLBURN ARBORETUM ASSOCIATION INC 4915 GREENSIDE AVENUE BALTIMORE MD 21209 237091589 501(C)(3) 20000 0 CONTRIBUTION GIVE BACK FOUNDATION 2200 HALETHORPE FARMS ROAD SW BALTIMORE MD 21227 521135690 501(C)(3) 15000 0 CONTRIBUTION 30 1 PART I, LINE 2: GRANTS AND CONTRIBUTIONS ARE SUBMITTED TO THE CHAIRPERSON AND PRESIDENT FOR REVIEW AND APPROVAL. THE BOARD OF DIRECTORS, ANNUALLY, APPROVES THESE GRANTS AND CONTRIBUTIONS. X 1 860246 FMV 0 1 0 PART I, COLUMN (B): REPORTING NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION A, LINE 2 MARK JOSEPH, PATRICIA JOSEPH, CARA WEIMAN AND JESSICA JOSEPH - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTANT OF THE FOUNDATION. ONCE PREPARED, THE PRESIDENT AND CHAIRPERSON REVIEW FORM 990 BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 THE PRESIDENT AND CHAIRPERSON OF THE FOUNDATION MONITOR ALL TRANSACTIONS FOR CONFLICTS OF INTEREST. A WRITTEN CONFLICT OF INTEREST POLICY HAS BEEN PUT INTO PLACE FOR THE TAX YEAR ENDING DECEMBER 31, 2022. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: PRESENT VALUE ADJUSTMENT -29,322.