2021-04-29T08:55:36-05:00 2020-06-30 522334868 GRANDIZIO WILKINS LITTLE & MATTHEWS 954 RIDGEBROOK ROAD SUITE 200 SPARKS MD 21152 990 2019-07-01 232854773 PENN-MAR FOUNDATION PENN 4103431069 310 OLD FREELAND ROAD FREELAND MD 21053 KATHY ROGERS CHIEF FINANCIAL OFFICER 4103431069 2021-03-16 1 DANIEL L HARRINGTON JR P00973269 4104940885 2019 2022-09-23 18:48:47Z KATHY ROGERS 310 OLD FREELAND ROAD FREELAND MD 21053 1943272 0 X WWW.PENN-MAR.ORG X 1996 PA TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS. 12 12 0 0 0 0 750599 1004438 0 0 525165 761322 -11944 0 1263820 1765760 302840 626303 0 0 0 0 0 0 0 148286 121226 451126 747529 812694 1018231 7812676 8377476 79061 104584 7733615 8272892 TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS. 0 0 722414 626303 THE FOUNDATION RECEIVED CONTRIBUTIONS IN THE CURRENT YEAR THAT WILL BE USED FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA) 722414 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD PA X X THE ORGANIZATION 4103431069 310 OLD FREELAND ROAD FREELAND MD 21053 ANTHONY GALLO CHAIRMAN 1.00 X X 0 0 0 BRUCE BARTELS DIRECTOR 1.00 X 0 0 0 TIMOTHY CHASE DIRECTOR 1.00 X 0 0 0 GARY M GILBERT II DIRECTOR 1.00 X 0 0 0 KRISTINE CROSSWHITE DIRECTOR 1.00 X 0 0 0 JILL GOLUEKE SECRETARY 1.00 X X 0 0 0 JONATHAN KINSLEY TREASURER 1.00 X X 0 0 0 MAX BLUMENTHAL DIRECTOR 1.00 X 0 0 0 CHRISTY COHEN DIRECTOR 1.00 X 0 0 0 ELIZABETH PITTS-MADONNA VICE-CHAIRMAN 1.00 X X 0 0 0 JOE DIPAOLA DIRECTOR 1.00 X 0 0 0 JULIA HUGGINS DIRECTOR 1.00 X 0 0 0 GREGORY T MILLER CEO 6.00 X 0 273152 0 KATHERINE A ROGERS CDO 20.00 X 0 165816 0 0 438968 0 0 0 1 0 0 629768 374670 31618 1004438 135914 135914 625408 0 625408 625408 625408 177512 629768 177512 0 1765760 0 0 761322 626303 626303 7050 7050 18065 18065 EMPLOYEE CARE FUND 48248 48248 SPECIAL EVENT EXPENSES 45835 45835 BANK FEES 2028 2028 747529 722414 25115 0 277930 381771 2310246 555536 830970 486773 2411 7735 4391119 6945661 7812676 8377476 27156 28959 23929 51905 51696 79061 104584 X 5151394 5358982 2582221 2913910 7733615 8272892 7812676 8377476 1018231 -478954 0 X X 0 1 X 1 0 X X 2 PENN-MAR ORGANIZATION INC (OF MARYLAND) 521207942 7 1 508491 0 PENN-MAR ORGANIZATION INC (PA) 521590195 7 1 117812 0 2 626303 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2362795 263789 98612 2725196 1855638 457923 49234 2362795 1477132 317784 60722 1855638 1500000 -22868 1477132 1.00000 0 0 0 MUTUAL FUNDS 4125568 F EXCHANGE TRADED FUNDS 2820093 F 6945661 DUE TO RELATED PARTY - NET 51696 51696 X 1268741 -478954 -478954 1747695 18065 18065 1765760 729464 0 729464 18065 18065 747529 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES AS A CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE FOUNDATION'S EVALUATION ON JUNE 30, 2020, REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE JUNE 30, 2017 THROUGH JUNE 30, 2019 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE FOUNDATION DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE (12) MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. BLACK TIE GALA 807280 629768 177512 177512 807280 629768 177512 177512 177512 0 0 PENN-MAR ORGANIZATION INC (MD) 310 OLD FREELAND ROAD FREELAND MD 21053 521207942 501(C)(3) 508491 TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXMPT PURPOSE. PENN-MAR ORGANIZATION INC (PA) 310 OLD FREELAND ROAD FREELAND MD 21053 521590195 501(C)(3) 117812 TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXMPT PURPOSE. 0 1 0 0 0 0 0 0 0 GREGORY T MILLER CEO 0 273152 0 0 0 0 0 0 0 0 0 273152 0 0 KATHERINE A ROGERS CDO 0 165816 0 0 0 0 0 0 0 0 0 165816 0 0 PART I, LINE 4B CERTAIN INDIVIDUALS WERE ABLE TO RECEIVE ADDITIONAL BENEFITS UNDER A 457(B) PLAN. THESE AMOUNTS HAVE BEEN LISTED AS NONTAXABLE BENEFITS IN PART II OF SCHEDULE J. X AUCTION ITEMS 83 31618 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER INITIALLY REVIEWS THE FORM 990 AND PRESENTS IT TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS ARE REQUIRED TO SIGN A FULL DISCLOSURE FORM CONCERNING INTERESTS OF CONFLICT. THIS FORM IS REVIEWED AND FILED UNLESS AN ISSUE OF CONFLICT OR POTENTIAL CONFLICT IS DISCLOSED. IN CASE OF A DISCLOSED CONFLICT, THE ISSUE WILL BE PRESENTED TO THE EXECUTIVE DIRECTOR AND TAKEN TO THE FULL BOARD FOR CONSIDERATION. INDEPENDENT COUNCIL WILL BE CONSULTED IF DEEMED PRUDENT BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 PENN-MAR PROVIDES DOCUMENTATION UPON REQUEST TO ANY INDIVIDUAL OR ORGANIZATION REQUESTING SUCH. ADDITIONALLY, THE ANNUAL REPORT IS DISTRIBUTED LIBERALLY, AND SPECIFICALLY TO ALL DONORS CONTRIBUTING MORE THAN $100 ANNUALLY. INTERESTED PARTIES ARE ALSO INFORMED, AT THE BOTTOM OF THE PENN-MAR HUMAN SERVICES LETTER HEAD, THAT DOCUMENTATION AND FINANCIAL INFORMATION IS AVAILABLE FROM THE STATE OF MARYLAND UNDER THE MARYLAND CHARITABLE SOLICITATION ACT, ALSO UPON REQUEST. PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR PENN-MAR ORGANIZATION INC (PA) 310 OLD FREELAND ROAD FREELAND MD 21053 521590195 TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES PA 501(C)(3) LINE 7 N/A 0 PENN-MAR DEVELOPMENT CORPORATION 310 OLD FREELAND ROAD FREELAND MD 21053 311657868 TO RECEIVE AND ADMINSTER FUNDS TO ASSIST PENN-MAR ORG. IN ITS EXEMPT PURPOSE MD 501(C)(3) LINE 12B, II N/A 0 PENN-MAR ORGANIZATION INC (MD) 310 OLD FREELAND ROAD FREELAND MD 21053 521207942 TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES MD 501(C)(3) LINE 7 N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PENN-MAR ORGANIZATION INC (MD) B 508491 COST PENN-MAR ORGANIZATION INC (MD) E 51696 COST PENN-MAR ORGANIZATION INC (PA) B 117812 COST