THE MARION I AND HENRY JKNOTT SCHOLARSHIP FUND INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE MARION I AND HENRY JKNOTT SCHOLARSHIP FUND INC (EIN 52-1097109)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202143169349307514
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T11:43:46-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030483170PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CEA Scholtes and AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1106 Tunbridge RdAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21212ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521097109EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARION I & HENRY J KNOTTBusinessNameLine1Txt
Business Name Line2SCHOLARSHIP FUND INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARIBusinessNameControlTxt
Phone4433257884PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15850 WATERLOO ROAD 140AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21045ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN COPPOLAPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastCOPPOLAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS SCHOLTES CPAPreparerPersonNm
PTINP01607734PTIN
Phone4103230010PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMARTIN KNOTTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15850 WATERLOO ROAD 140AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21045ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,633,495GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.KNOTTSCHOLAR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTHE MARION I AND HENRY J KNOTT SCHOLARSHIP FUND'S (FUND'S) MISSION IS TO SUPPORT CERTAIN TAX EXEMPT INSTITUTIONS IN THE STATE OF MARYLAND.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI-$57,084TotalGrossUBIAmt
PY Contributions Grants$150PYContributionsGrantsAmt
CY Contributions Grants$8,120CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,631,478PYInvestmentIncomeAmt
CY Investment Income$979,444CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,631,628PYTotalRevenueAmt
CY Total Revenue$987,564CYTotalRevenueAmt
PY Grants And Similar Paid$1,908,091PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,482,079CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$527,100PYOtherExpensesAmt
CY Other Expenses$750,030CYOtherExpensesAmt
PY Total Expenses$2,435,191PYTotalExpensesAmt
CY Total Expenses$2,232,109CYTotalExpensesAmt
PY Revenues Less Expenses-$803,563PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,244,545CYRevenuesLessExpensesAmt
Total Assets BOY$69,778,717TotalAssetsBOYAmt
Total Assets EOY$75,889,811TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$69,778,717NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,889,811NetAssetsOrFundBalancesEOYAmt
MissionTHE FUND'S MISSION IS TO SUPPORT CERTAIN TAX EXEMPT INSTITUTIONS IN THE STATE OF MARYLAND.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,482,079ExpenseAmt
Grant$1,482,079GrantAmt
DescTHE FUND PROVIDES GRANTS TO TAX EXEMPT EDUCATIONAL AND MEDICAL ORGANIZATIONS IN THE STATE OF MARYLAND, INCLUDING FOUR AREA HOSPITALS, THREE UNIVERSITIES, AND MULTIPLE SECONDARY SCHOOLS.Desc
Total Program Service Expenses$1,482,079TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressYes (true)OfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMIMIE HELMPersonNm
Phone4433257884PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15850 WATERLOO ROAD SUITE 140AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21045ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JACK CHIELLI
Trustee1.0050.00Yes (X)$0$209,159$20,584
JOHN COPPOLA
Treasurer5.0050.00Yes (X)$0$178,388$24,967Yes (X)
KELLY KILDUFF
Trustee1.0050.00Yes (X)$0$164,024$1,350
MARTIN KNOTT
President1.000.00Yes (X)$0$0$0Yes (X)
OWEN KNOTT
Trustee1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$551,571TotReportableCompRltdOrgAmt
Total Other Compensation$46,901TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$8,120AllOtherContributionsAmt
Total Contributions$8,120TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$888,208TotalRevenueColumnAmt
Unrelated Business Revenue-$68,205UnrelatedBusinessRevenueAmt
Exclusion$956,413ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,737,167SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,645,931SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$91,236SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,236TotalRevenueColumnAmt
Unrelated Business Revenue$11,121UnrelatedBusinessRevenueAmt
Exclusion$80,115ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$987,564TotalRevenueColumnAmt
Unrelated Business Revenue-$57,084UnrelatedBusinessRevenueAmt
Exclusion$1,036,528ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$790,766TotalAmt
Program Services$790,766ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$691,313TotalAmt
Program Services$691,313ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,452TotalAmt
Management And General$18,452ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$680,599TotalAmt
Management And General$680,599ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$49,300TotalAmt
Management And General$49,300ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,679TotalAmt
Management And General$1,679ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,232,109TotalAmt
Program Services$1,482,079ProgramServicesAmt
Management And General$750,030ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,116,314BOYAmt
EOY$3,327,383EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,728,254BOYAmt
EOY$17,012,397EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$59,934,149BOYAmt
EOY$55,550,031EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$69,778,717BOYAmt
EOY$75,889,811EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$69,778,717BOYAmt
EOY$75,889,811EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,778,717BOYAmt
EOY$75,889,811EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,778,717BOYAmt
EOY$75,889,811EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,244,545ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,355,639NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations25SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (25 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
LOYOLA UNIVERSITY MARYLAND INC
5205916232Yes (true)$224,268$0
NOTRE DAME OF MARYLAND UNIVERSITY
5205916412Yes (true)$288,345$0
MOUNT ST MARYS UNIVERSITY
5205916722Yes (true)$128,153$0
ARCHBISHOP CURLEY HIGH SCHOOL
5207405972Yes (true)-$3,075$0
THE SETON KEOUGH HIGH SCHOOL
5208109372Yes (true)$0$0
CALVERT HALL COLLEGE HIGH SCHOOL
5206079662Yes (true)$155,775$0
CATHOLIC HIGH SCHOOL OF BALTIMORE
5206078882Yes (true)$29,200$0
INSTITUTE OF NOTRE DAME
5206825802Yes (true)$7,350$0
MERCY HIGH SCHOOL
5207354622Yes (true)$0$0
LOYOLA BLAKEFIELD
5211421522Yes (true)$52,150$0
NOTRE DAME PREPARATORY SCHOOL
5207337352Yes (true)$144,130$0
MOUNT SAINT JOSEPH HIGH SCHOOL
5211693082Yes (true)$29,250$0
OUR LADY OF MOUNT CARMEL SCHOOL
4526510902Yes (true)$0$0
SAINT MARYS HIGH SCHOOL
5205914492Yes (true)$14,578$0
ST FRANCES ACADEMY
5217388952Yes (true)$0$0
THE JOHN CARROLL SCHOOL
5208003422Yes (true)$62,300$0
ST JOHNS CATHOLIC PREPARATORY
5209549612Yes (true)$17,155$0
TOWSON CATHOLIC HIGH SCHOOL
5217012212Yes (true)$0$0
MARYVALE PREPARATORY SCHOOL
5211609352Yes (true)$21,200$0
ARCHBISHOP SPALDING HIGH SCHOOL
5208460812Yes (true)$52,450$0
MOUNT DE SALES HIGH SCHOOL INC
5211580232Yes (true)$108,850$0
SAINT JOSEPH MEDICAL CENTER INC
5205914613Yes (true)$50,000$0
MERCY MEDICAL CENTER INC
5205916583Yes (true)$50,000$0
BON SECOURS HOSPITAL BALTIMORE
5205915553Yes (true)$0$0
ST AGNES HOSPITAL FOUNDATION
5214150833Yes (true)$50,000$0
FieldValueIRS element (for citing)
Supported Organizations Total25SupportedOrganizationsTotalCnt
Support Sum$1,482,079SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgYes (true)OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Section B, Line 2: Providing Benefit Carried Out the Purposes of Supported Orgs.FormAndLineReferenceDesc
ExplanationTHE SUPPORTED ORGANIZATIONS THAT CONTROL THE FUND ARE CATHOLIC UNIVERSITIES IN THE BALTIMORE AREA. THE PURPOSE OF THESE SUPPORTED ORGANIZATIONS IS NOT ONLY TO EDUCATE THEIR OWN STUDENTS BUT TO HELP SUPPORT THE EDUCATION AND WELFARE OF THE ENTIRE COMMUNITY. THE FUND IS CARRYING OUT THE PURPOSE OF THESE UNIVERSITIES BY PROVIDING MONETARY SUPPORT TO THE CONTROLLING UNIVERSITIES AND TO LOCAL HIGH SCHOOLS AND HOSPITALS.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Securities$55,550,031TotalBookValueSecuritiesAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTR AMERICA & THE CARIBBEAN00INVESTMENTS$14,321,016
CANADA00INVESTMENTS$627,568
FieldValueIRS element (for citing)
Subtotal Spent$14,948,584SubtotalSpentAmt
Total Spent$14,948,584TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
LOYOLA UNIVERSITY MARYLAND
4501 N CHARLES STREETBALTIMOREMD21210520591623501(C)(3)$224,268$0SCHOLARSHIPS
Mercy Medical Center Inc
345 St Paul PlaceBaltimoreMD21202520591658501(c)(3)$50,000$0Services & medical care
MOUNT SAINT MARYS UNIVERSITY
16300 OLD EMMITSBURG ROADEMMITSBURGMD21727520591672501(C)(3)$128,153$0SCHOLARSHIPS
NOTRE DAME OF MARYLAND UNIVER
4701 N CHARLES STREETBALTIMOREMD21210520591641501(C)(3)$288,345$0SCHOLARSHIPS
St Agnes Hospital Foundation
900 Caton AvenueBaltimoreMD21229521415083501(c)(3)$50,000$0Services & medical care
St Joseph Medical Center
7601 Osler DriveBaltimoreMD21204520591461501(c)(3)$50,000$0Services & medical care
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (13 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS - ARCHBISHOP SPALDING6$52,450
SCHOLARSHIPS - CALVERT HALL COLLEGE18$155,775
SCHOLARSHIPS - CATHOLIC HIGH SCHOOL4$29,200
SCHOLARSHIPS - LOYOLA HS BLAKEFIELD5$52,150
SCHOLARSHIPS - MOUNT DE SALES HS14$108,850
SCHOLARHIPS - NOTRE DAME PREP14$144,130
SCHOLARSHIPS - ST. MARY'S HS2$14,578
SCHOLARSHIPS - INSTITUTE OF NOTRE D1$7,350
SCHOLARSHIPS - ARCHBISHOP CURLEY HS1-$3,075
SCHOLARSHIPS - THE JOHN CARROLL HS7$62,300
SCHOLARSHIPS - MARYVALE PREPARATORY1$21,200
SCHOLARSHIPS - ST. JOHN'S CATHOLIC2$17,155
SCHOLARSHIPS - MOUNT ST JOSEPH HS3$29,250

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
JACK CHIELLI
Trustee$209,159$12,825$7,759$229,743
JOHN COPPOLA
Treasurer$178,388$9,470$15,497$203,355
KELLY KILDUFF
Trustee$164,024$1,350$165,374

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing AddressMARTIN KNOTT - 25969 MARENGO COURT, EASTON, MD 21601; JOHN COPPOLA - 4501 N CHARLES STREET, JENKINS HALL 220, BALTIMORE, MD 21210; KELLEY KILDUFF - 4701 NORTH CHARLES STREET, BALTIMORE, MD 21210; JACK CHIELLI - 16300 OLD EMMITSBURG ROAD, EMMITSBURG, MD 21727; OWEN KNOTT 7608 LHIRONDELLE CLUB ROAD, TOWSON, MD 21204
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE FORM 990 IS REVIEWED BY THE TREASURER AND THEN A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsBOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON N ANNUAL BASIS, INCLUDING INTERESTS OF IMMEDIATE FAMILY MEMBERS AND ORGANIZATIONS IN WHICH THE BOARD MEMBER HAS A SIGNIFICANT MANAGEMENT FUNCTION OR A SIGNIFICANT OWNERSHIP INTEREST. ANY POTENTIAL CONFLICTS THAT ARISE DURING THE YEAR ARE IMMEDIATELY ADDRESSED THROUGH BOARD DISCUSSIONS. THE BOARD MEMBER WHOSE POTENTIAL CONFLICT OF INTEREST IS UNDER CONSIDERATION IS EXCLUDED FROM PARTICIPATION. THE DISCLOSURE OF THE CONFLICT OF INTEREST AND THE RELATED DELIBERATION AND VOTING RESULTS ARE DOCUMENTED IN THE MINUTES OF THE MEETING.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableTHE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
NOTRE DAME OF MARYLAND UNIVERSITY
4701 N CHARLES STREETBALTIMOREMD21210520591641UNIVERSITYMD501(C)(3)LINE 2NAfalse
LOYOLA UNIVERSITY MARYLAND INC
4501 N CHARLES STREETBALTIMOREMD21210520591623UNIVERSITYMD501(C)(3)LINE 2NAfalse
MOUNT ST MARYS UNIVERSITY
16300 OLD EMMITSBURG ROADEMMITSBURGMD21727520591672UNIVERSITYMD501(C)(3)LINE 2NAfalse
ARCHBISHOP CURLEY HIGH SCHOOL
3701 SINCLAIR LANDBALTIMOREMD21213520740597SCHOOLMD501(C)(3)LINE 2NAfalse
CALVERT HALL COLLEGE HIGH SCHOOL
8102 LA SALLE ROADBALTIMOREMD21286520607966SCHOOLMD501(C)(3)LINE 2NAfalse
CATHOLIC HIGH SCHOOL OF BALTIMORE
2800 EDISON HWYBALTIMOREMD21213520607888SCHOOLMD501(C)(3)LINE 2NAfalse
INSTITUTE OF NOTRE DAME
901 AISQUITH STREETBALTIMOREMD21202520682580SCHOOLMD501(C)(3)LINE 2NAfalse
MERCY HIGH SCHOOL
1300 E NORTHERN PARKWAYBALTIMOREMD21239520735462SCHOOLMD501(C)(3)LINE 2NAfalse
LOYOLA HIGH SCHOOL BLAKEFIELD
500 CHESTNUT AVETOWSONMD21285521142152SCHOOLMD501(C)(3)LINE 2NAfalse
NOTRE DAME PREPARATORY SCHOOL
815 HAMPTON LNTOWSONMD21286520733735SCHOOLMD501(C)(3)LINE 2NAfalse
MOUNT SAINT JOSEPH HIGH SCHOOL
4403 FREDERICK AVENUEBALTIMOREMD21229521169308SCHOOLMD501(C)(3)LINE 2NAfalse
OUR LADY OF MOUNT CARMEL HIGH SCHOOL
1706 OLD EASTERN AVENUEESSEXMD21221452651090SCHOOLMD501(C)(3)LINE 2NAfalse
SAINT MARYS HIGH SCHOOL
113 DUKE OF GLOUCESTER STANNAPOLISMD21401520591449SCHOOLMD501(C)(3)LINE 2NAfalse
ST FRANCES ACADEM
501 E CHASE STREETBALTIMOREMD21202521738895SCHOOLMD501(C)(3)LINE 2NAfalse
THE JOHN CARROLL SCHOOL
703 E CHURCHVILLE RDBEL AIRMD21014520800342SCHOOLMD501(C)(3)LINE 2NAfalse
THE SETON KEOUGH HIGH SCHOOL
1201 CATON AVENUEBALTIMOREMD21227520810937SCHOOLMD501(C)(3)LINE 2NAfalse
ST JOHNS CATHOLIC PREPARATORY SCHOOL
3989 BUCKEYSTOWN PIKEBUCKEYSTOWNMD21717520954961SCHOOLMD501(C)(3)LINE 2NAfalse
TOWSON CATHOLIC HIGH SCHOOL
114 WARE AVENUETOWSONMD21204521701221SCHOOLMD501(C)(3)LINE 2NAfalse
MARYVALE PREPARATORY SCHOOL
11300 FALLS ROADLUTHERVILLEMD21093521160935SCHOOLMD501(C)(3)LINE 2NAfalse
ARCHBISHOP SPALDING HIGH SCHOOL
8080 NEW CUT ROADSEVERNMD21144520846081SCHOOLMD501(C)(3)LINE 2NAfalse
MOUNT DE SALES HIGH SCHOOL INC
700 ACADEMY RDBALTIMOREMD21228521158023SCHOOLMD501(C)(3)LINE 2NAfalse
SAINT JOSEPH MEDICAL CENTER INC
7601 OSLER DRIVEBALTIMOREMD21204520591461HOSPITALMD501(C)(3)LINE 3NAfalse
MERCY MEDICAL CENTER INC
345 ST PAUL PLACEBALTIMOREMD21202520591658HOSPITALMD501(C)(3)LINE 3NAfalse
BON SECOURS HOSPITAL BALTIMORE INC
2000 WEST BALTIMORE STREETBALTIMOREMD21223520591555HOSPITALMD501(C)(3)LINE 3NAfalse
ST AGNES HOSPITAL FOUNDATION
900 CATON AVENUEBALTIMOREMD21229551415083HOSPITALMD501(C)(3)LINE 3NAfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.