2021-09-27T10:43:14-05:00 2020-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2020-01-01 521738992 PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC PATR 4109620595 200 EAST PRATT ST NO 4100 BALTIMORE MD 21202 MARK K JOSEPH PRESIDENT 4109620595 2021-09-25 1 MARK JOSEPH XXX-XX-XXXX WILLIAM E TURCO CPA P00369217 3012963600 2021-09-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK K JOSEPH 200 EAST PRATT ST NO 4100 BALTIMORE MD 21202 3933057 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 50000 0 2925326 3055998 1190137 858959 21717 18100 4187180 3933057 3328105 1538000 0 0 231290 257816 0 0 0 2077738 2029250 5637133 3825066 -1449953 107991 47034723 48601554 11927175 10465870 35107548 38135684 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 2191691 1538000 3074098 TO PROVIDE HOUSING FOR THE BENEFIT OF THE ELDERLY LOW-INCOME, AND HOMELESS. 2191691 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 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 1 1 1 0 0 0 0 0 MD X TRACEY TIZARD 4109620595 200 EAST PRATT ST NO 4100 BALTIMORE MD 21202 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 30765 0 0 30765 0 0 0 0 0 0 0 RENTAL INCOME 531110 3054363 3054363 INTEREST ON LOANS 523000 1635 1635 3055998 858959 858959 OTHER INCOME 531110 18100 18100 18100 3933057 3074098 0 858959 X 1538000 1538000 30765 21536 9229 151119 105783 45336 2753 1927 826 73179 51225 21954 44800 44800 116225 116225 493318 493318 451482 311853 139629 460720 460720 301338 301338 OPERATIONS & MAINTENANC 148199 148199 AMORTIZATION 13168 13168 3825066 2191691 1633375 0 1166898 1120048 2685827 2824258 37481 3194 40872 40872 179869 171906 12597042 7382197 5405630 5214845 36724055 35894240 86344 2598318 707747 733873 47034723 48601554 78451 92059 4354363 3113299 13038 19839 7393942 7155796 87381 84877 11927175 10465870 X 35107548 38135684 35107548 38135684 47034723 48601554 X 107991 3023078 -102933 X 0 1 X 1 0 X 50000 50000 2943299 2560380 2626374 2947043 3074098 14151194 2943299 2560380 2626374 2997043 3074098 14201194 50000 50000 0 50000 50000 14151194 744800 838367 1086538 834411 858959 4363075 744800 838367 1086538 834411 858959 4363075 3688099 3398747 3712912 3831454 3933057 18564269 0.76230 0.79010 0.23500 0.20720 X 750000 750000 11514131 7103602 4410529 332911 278595 54316 5214845 INVESTMENT IN PARTNERSHIPS AND RENTAL PROJECT 106594 C 177346.9-THORNBURG INC TRUST (THIIX) 2491724 F 2598318 ACCRUED INTEREST PAYABLE 37789 SECURITY DEPOSIT LIABILITY 47088 84877 X 6839910 3023078 3023078 3816832 116225 116225 3933057 3811774 102933 102933 3708841 116225 116225 3825066 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, 2020, THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED 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 2017. PART XII, LINE 2D - OTHER ADJUSTMENTS: PRESENT VALUE ADJUSTMENT 102,933. 1 AMAZING GRACE EVANGELICAL LUTHERN CHURCH 2724 MCELDERRY STREET BALTIMORE MD 21205 521994645 501(C)(3) 7000 COVID-19 DONATION ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE 190 W OSTEND STREET SUITE 210 BALTIMORE MD 21230 522056349 501(C)(3) 7500 CONTRIBUTION THE ASSOCIATED JEWISH FEDERATION OF BALTIMORE 101 W MT ROYAL AVENUE BALTIMORE MD 21201 520607957 501(C)(3) 190000 ANNUAL FUND CONTRIBUTION BALTIMORE CHAMBER ORCHESTRA 11 W MOUNT VERNON PL 3 BALTIMORE MD 21201 521356846 501(C)(3) 15000 CONTRIBUTION BALTIMORE LEADERSHIP SCHOOL FOR YOUNG WOMEN 128 W FRANKLIN ST BALTIMORE MD 21201 262221540 501(C)(3) 25000 CONTRIBUTION BALTIMORE COMMUNITY FOUNDATION 11 EAST MOUNT ROYAL AVENUE 2ND FLOOR BALTIMORE MD 21202 237180620 501(C)(3) 12500 CONTRIBUTION BALTIMORE MUSEUM OF ART 10 ART MUSEUM DRIVE BALTIMORE MD 21218 526000162 501(C)(3) 10000 CONTRIBUTION BALTIMORE SCHOOL FOR THE ARTS FOUNDATION 712 CATHEDRAL STREET BALTIMORE MD 21201 521174284 501(C)(3) 300000 CONTRIBUTION CASA BALTIMORE 4 SOUTH FREDERICK STREET BALTIMORE MD 21202 521905072 501(C)(3) 7500 ART OF CARING EVENT 2020 CATHOLIC CHARITIES 1966 GREENSPRING DRIVE TIMONIUM MD 21093 520591538 501(C)(3) 7000 2020 LEADERSHIP BREAKFAST CAMPAIGN CENTER FOR URBAN FAMILIES 2201 N MONROE ST BALTIMORE MD 21217 522142708 501(C)(3) 75000 DONOR APPRECIATION BREAKFAST CITY OF REFUGE BALTIMORE INC 901 PONTIAC AVE BALTIMORE MD 21225 824416947 501(C)(3) 10000 COVID-19 DONATION ELEV8 BALTIMORE INC 800 N CHARLES ST STE 400 BALTIMORE MD 21201 460889783 501(C)(3) 10000 COVID-19 DONATION ENOCH PRATT FREE LIBRARY 400 CATHEDRAL ST BALTIMORE MD 21201 526001143 501(C)(3) 10000 CONTRIBUTION FISHES & LOAVES PANTRY INC 2422 W PATAPSCO AVE BALTIMORE MD 21230 460803422 501(C)(3) 10000 COVID-19 DONATION FUND FOR EDUCATIONAL EXCELLENCE 800 N CHARLES ST STE 400 BALTIMORE MD 21201 521129402 501(C)(3) 42000 CONTRIBUTION GREATER BALTIMORE COMMITTEE INC 111 S CALVERT ST BALTIMORE MD 21202 520645650 501(C)(4) 11520 SPONSORSHIP GREEN STREET ACADEMY INC 125 N HILTON ST BALTIMORE MD 21229 010949585 501(C)(3) 100000 CONTRIBUTION GREENLIGHT 120 ST JAMES AVENUE 6TH FLOOR BOSTON MA 02116 200407083 501(C)(3) 125000 CONTRIBUTION IMENTOR INC 199 WATER STREET 8TH FLOOR NEW YORK NY 10038 300105507 501(C)(3) 25000 CONTRIBUTION MARYLAND FOOD BANK 2200 HALETHORPE FARMS ROAD BALTIMORE MD 21227 521135690 501(C)(3) 15050 CONTRIBUTION MARYLAND PHILANTHROPY NETWORK 2 EAST READ STREET 2ND FLOOR BALTIMORE MD 21202 521326863 501(C)(3) 7880 CONTRIBUTION MENTOR THE NATIONAL PARTNERSHIP 201 SOUTH ST SUITE 615 BOSTON MA 02111 521674088 501(C)(3) 250000 CONTRIBUTION NEW MARKET DISCOVERY FOUNDATION INC 813 SAINT PAUL ST APT 2A BALTIMORE MD 21202 851033452 501(C)(3) 10000 CONTRIBUTION PARENT ENCOURAGEMENT PROGRAM CONNECTS 10100 CONNECTICUT AVENUE KENSINGTON MD 20895 521379642 501(C)(3) 50000 CONTRIBUTION PPPCS (PATTERSON PARK PUBLIC CHARTER SCHOOL) 27 N LAKEWOOD AVE BALTIMORE MD 21224 272919916 501(C)(3) 13000 CONTRIBUTION UNIVERSITY OF BALTIMORE FOUNDATION 1130 N CHARLES STREET BALTIMORE MD 21201 237036780 501(C)(3) 150000 CONTRIBUTION JOHNS HOPKINS WILMER EYE INSTITUTE 1800 ORLEANS ST BALTIMORE MD 21287 520595110 501(C)(3) 10500 CONTRIBUTION 27 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. FORM 990, PART VI, SECTION A, LINE 2 MARK JOSEPH AND PATRICIA JOSEPH ARE HUSBAND AND WIFE CARA WEIMAN AND JESSICA JOSEPH ARE THE DAUGHTERS OF MARK AND PATRICIA JOSEPH. 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 12C THE PRESIDENT AND CHAIRPERSON OF THE FOUNDATION MONITOR ALL TRANSACTIONS FOR CONFLICTS OF INTEREST. 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 IX, LINE 11G ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 493,318. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 493,318. FORM 990, PART XI, LINE 9: PRESENT VALUE ADJUSTMENT -102,933.