JOAN W JENKINS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JOAN W JENKINS FOUNDATION (EIN 52-1486477)
Tax period
2020-10-01 to 2021-09-30
Filed
2021-12-13
IRS object ID
202143479349100709
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)
Return2021-12-13T13:59:13-06:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520619968PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FAW CASSON & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19748 STEPHEN DECATUR HWY STE 103AddressLine1Txt
CityOCEAN CITYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP218429358ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521486477EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOAN W JENKINS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOANBusinessNameControlTxt
Phone4102899100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 572AddressLine1Txt
CityOCEAN CITYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP218430572ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES JENKINS SRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4102899100PhoneNum
Signature2021-12-13SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastJENKINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHAD T VENTPreparerPersonNm
PTINP01212680PTIN
Phone4102138700PhoneNum
Preparation2021-12-13PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,081,488FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$305,766ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$368InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$368InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$368InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$42,138DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,138DividendsNetInvstIncmAmt
Dividends Adj Net Incm$42,138DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$57,235GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$57,235GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$57,235GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$49,153NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$8,385NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$666,605GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,385CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$413,892TotalRevAndExpnssAmt
Total Net Invst Incm$108,126TotalNetInvstIncmAmt
Total Adj Net Incm$99,741TotalAdjNetIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$132,347OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$66,174OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$66,174OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$66,174OthEmplSlrsWgsDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,918OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,918OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$4,918OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$11,467TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,467TaxesNetInvstIncmAmt
Taxes Adj Net Incm$11,467TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$8,082DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$8,082DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$8,082DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$59,056OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$12,870OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,870OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$12,870OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$228,740TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$103,511TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$103,511TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$66,174TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$84,715ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$84,715ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$313,455TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$103,511TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$103,511TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$150,889TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$100,437ExcessRevenueOverExpensesAmt
Net Investment Income$4,615NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$652,097CashBOYAmt
Cash EOY$216,518CashEOYAmt
Cash EOYFMV$216,520CashEOYFMVAmt
Sav And Temp Cash Invst BOY$29,714SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,421SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,421SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$99,842USGovernmentObligationsBOYAmt
Corporate Stock BOY$450,580CorporateStockBOYAmt
Corporate Stock EOY$449,831CorporateStockEOYAmt
Corporate Stock EOYFMV$756,118CorporateStockEOYFMVAmt
Corporate Bonds BOY$257,512CorporateBondsBOYAmt
Corporate Bonds EOY$923,999CorporateBondsEOYAmt
Corporate Bonds EOYFMV$922,429CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$413,776LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$261,258LandBldgEquipAccumDeprecAmt
Land BOY$160,600LandBOYAmt
Land EOY$152,518LandEOYAmt
Land EOYFMV$177,000LandEOYFMVAmt
Total Assets BOY$1,650,345TotalAssetsBOYAmt
Total Assets EOY$1,752,287TotalAssetsEOYAmt
Total Assets EOYFMV$2,081,488TotalAssetsEOYFMVAmt
Other Liabilities BOY$24,400OtherLiabilitiesBOYAmt
Other Liabilities EOY$25,905OtherLiabilitiesEOYAmt
Total Liabilities BOY$24,400TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,905TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,625,945CapitalStockBOYAmt
Capital Stock EOY$1,726,382CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,625,945TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,726,382TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,650,345TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,752,287TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,625,945TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$100,437ExcessRevenueOverExpensesAmt
Subtotal$1,726,382SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,726,382TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VIATRIS INCP2020-11-27$15$13$2$2
US TREASURY BONDSP2021-07-15$106,551$99,842$6,709$6,709
ORGANON & COP2021-07-30$726$736-$10-$10
PACIFIC FUNDSP2021-09-23$559,313$557,629$1,684$1,684
FieldValueIRS element (for citing)
Capital Gain Net Income$8,385CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$64InvestmentIncomeExciseTaxAmt
Subtotal$64SubtotalAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$179EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$179TotalPaymentsAndCreditsAmt
Overpayment$115OverpaymentAmt
Applied To ES Tax$115AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARGIE MCBANEIndividualWithBooksNm
Phone4102899100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 572AddressLine1Txt
CityOCEAN CITYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP218430572ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL H JONES
PO BOX 572OCEAN CITYMD21843CEO/VICE PRE000.00$0$0$0
CHARLES JENKINS SR
PO BOX 572OCEAN CITYMD21843PRESIDENT000.00$0$0$0
MARGIE MCBANE
PO BOX 572OCEAN CITYMD21843SECRETARY/TR000.00$0$0$0
TIMOTHY J KING
PO BOX 572OCEAN CITYMD21843CFO/VICE PRE000.00$0$0$0
BRUCE MOORE
PO BOX 572OCEAN CITYMD21843VICE PRESIDE000.00$0$0$0
WENDY NATHAN
PO BOX 572OCEAN CITYMD21843ASST SEC/TRE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ALCOHOLICS ANONYMOUS USES THE BUILDING OWNED BY THE FOUNDATION FOR MEETINGS NUMEROUS TIMES PER WEEK. ALSO AL-ANON AND AL-ATEEN.Description1Txt
Description2NARCOTICS ANONYMOUS USES THE BUILDING OWNED BY THE FOUNDATION FOR MEETINGS NUMEROUS TIMES PER WEEK.Description2Txt
Description3GAMBLERS ANONYMOUS USES THE BUILDING OWNED BY THE FOUNDATION FOR THEIR MEETINGS.Description3Txt
Description4BUILDING 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$228,740Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,385,883AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$483,111AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,868,994TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,868,994AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,035CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,840,959NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,048MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,889ExpensesAndContributionsAmt
Qualifying Distributions$150,889QualifyingDistributionsAmt
Adjusted Qualifying Distri$150,889AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$150,889QualifyingDistributionsAmt
Remaining Distri From Corpus$150,889RemainingDistriFromCorpusAmt
Total Corpus$150,889TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year3$17,899Year3Amt
Total$17,899TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year3$15,214Year3Amt
Total$15,214TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$150,889CurrentYearAmt
Year1$177,197Year1Amt
Year2$179,869Year2Amt
Year3$270,247Year3Amt
Total$778,202TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$150,889CurrentYearAmt
Year1$177,197Year1Amt
Year2$179,869Year2Amt
Year3$270,247Year3Amt
Total$778,202TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$61,365CurrentYearAmt
Year1$55,377Year1Amt
Year2$50,488Year2Amt
Year3$47,848Year3Amt
Total$215,078TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES R JENKINSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 572AddressLine1Txt
CityOCEAN CITYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21843ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4102899100RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORM OR INFORMATION IS REQUESTEDFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARBOR DAY FOUNDATION
PO BOX 82503LINCOLNNE685012500NONEUNRESTRICTED$10
ART LEAGUE OF OCEAN CITY
P O BOX 3503OCEAN CITYMD21843NONEUNRESTRICTED$8,500
ASSATEAGUE COASTAL TRUST
PO BOX 731BERLINMD21811NONEUNRESTRICTED$500
ATLANTIC GENERAL HOSPITAL FOUNDATIO
9733 HEALTHWAY DRIVEBERLINMD21811NONEUNRESTRICTED$4,500
ATLANTIC UNITED METHODIST CHURCH
105 4TH ST 3908OCEAN CITYMD21842NONEUNRESTRICTED$1,000
BAY JOURNAL FUND
PO BOX 222JACOBUSPA174070222NONEUNRESTRICTED$100
BEACH TO BAY HERITAGE AREA
14 S MAIN STBERLINMD21811NONEUNRESTRICTED$500
BERLIN FIRE COMPANY
214 N MAIN STBERLINMD21811NONEUNRESTRICTED$500
BERLIN VOLUNTEER FIRE DEPARTMENT
214 N MAIN STBERLINMD21811NONEUNRESTRICTED$500
BEYOND OUR WALLS
2615 HARVEY AVENORTH CHARLESTONSC29405NONEUNRESTRICTED$1,000
BLESS OUR CHILDREN
1729 N SALISBURY BLVDSALISBURYMD21801NONEUNRESTRICTED$1,000
BOYS TOWN
PO BOX 5000BOYS TOWNNE680109989NONEUNRESTRICTED$60
CHANGING FATES EQUINE RESCUE OF DE
31283 OLD CABIN RDLAURELDE19956NONEUNRESTRICTED$1,000
CHESAPEAKE BAY FOUNDATION
PO BOX 17445BELTIMOREMD212988268NONEUNRESTRICTED$100
COASTAL HOSPICE AT THE OCEAN
PO BOX 1733SALISBURYMD21802NONEUNRESTRICTED$1,600
COMMUNITY FOR CORPORAL HEACOOK
2727 N SALISBURY BLVDSALISBURYMD21801NONEUNRESTRICTED$1,000
COMMUNITY FOUNDATION OF THE ES
1324 BELMONT AVE STE 401SALISBURYMD21804NONUNRESTRICTED$2,000
DELMARVA EVANGHELISTIC CHURCH
407 GORDY RDSALISBURYMD21804NONEUNRESTRICTED$1,000
DIAKONIA
12747 OLD BRIDGE RDOCEAN CITYMD21842NONEUNRESTRICTED$1,500
EASTERN SHORE OF VA HISTORICAL SOCI
69 MARKET STONANCOCKVA23417NONEUNRESTRICTED$275
EASTERSEALS
2800 13TH ST NWWASHINGTONDC20009NONEUNRESTRICTED$250
FORGE YOUTH & FAMILY ACADEMY
7804 GUMBORO RDPITSVILLEMD21850NONEUNRESTRICTED$500
GRACE CENTER
10226 OLD OCEAN CITY BLVDBERLINMD21811NONEUNRESTRICTED$500
GRACE FOUNDATION OF TAYLORS ISLAND
PO BOX 119TAYLORS ISLANDMD21669NONEUNRESTRICTED$200
GRASS ROOTS RESCUE
PO BOX 422MILTONDE19968NONEUNRESTRICTED$1,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONEUNRESTRICTED$200
JESSE KLUMP MEMORIAL
10737 PINEY ISLAND DRBISHOPVILLEMD21813NONEUNRESTRICTED$750
JOHN HOPKINS SCHOOL OF MEDICINE
PO BOX 17045BALTIMOREMD212970307NONEUNRESTRICTED$50
JUNIOR ACHIEVEMENT OF ES
123C CAMDEN STREETSALISBURYMD21801NONEUNRESTRICTED$125
JUPITER ISLAND HISTORICAL SOCIETY
PO BOX 938HOBE SOUNDFL33475NONEUNRESTRICTED$150
K & K RAPTORS TRAVEL SOFTBALL
101 MAIN STHEBRONMD21830NONEUNRESTRICTED$500
KINDNESS MATTERS ANIMAL RESCUE
295 POWELL CIRCLEBERLINMD21811NONEUNRESTRICTED$1,000
LIFE CRISIS CENTER
PO BOX 387SALISBURYMD21803NONEUNRESTRICTED$2,000
LOWER SHORE LAND TRUST
9931 OLD OCEAN CITY BLVDBERLINMD21811NONEUNRESTRICTED$2,500
LOYOLA ON THE POTOMAC
9270 LOYOLA RETREAT RDNEWBURGMD20664NONEUNRESTRICTED$100
MARYLAND COASTAL BAYS
8219 STEPHEN DECATUR HWYBERLINMD21811NONEUNRESTRICTED$250
MARYLAND FOOD BANK
2200 HALETHORPE FARMS RDBALTIMOREMD21227NONEUNRESTRICTED$500
MARYLAND PUBLIC POLICY INSTITUTE
1 RESEARCH CT 450ROCKVILLEMD20850NONEUNRESTRICTED$600
MEMORIAL SLOAN KETTERING CANCER CEN
1275 YORK AVENUENEW YORKNY10065NONEUNRESTRICTED$500
NATIONAL CHILD SAFETY COUNCIL
ONE WEST MARKET STREET ROSNOW HILLMD21863NONEUNRESTRICTED$500
NATIONAL FOLK FESTIVAL
125 N DIVISION STREETSALISBURYMD21801NONEUNRESTRICTED$1,000
NEW BATHEL BAPTIST CHURCH
1739 9TH ST NWWASHINGTONDC20001NONEUNRESTRICTED$1,000
OCEAN CITY MUSEUM SOCIETY INC
PO BOX 603OCEAN CITYMD21843NONEUNRESTRICTED$2,000
OLD SALEM MUSEUM & GARDENS
600 SOUTH MAIN STREETWINSTONSALEMNC27101NONEUNRESTRICTED$500
PAWS FOR PURPLE HEARTS
7404 COMMERCE WYRUTHER GLENVA22546NONEUNRESTRICTED$200
RECOVERY RESOURCE CENTER
726 S SALISBURY BLVDSALISBURYMD21804NONEUNRESTRICTED$1,000
SALISBURY UNIVERSITY FOUNDATION
1101 CAMDEN AVESALISBURYMD218016861NONEUNRESTRICTED$1,000
SOMERSET COUNTY HISTORICAL SOCIETY
11736 MANSION STPRINCESS ANNEMD21853NONEUNRESTRICTED$250
ST MARTIN'S CHURCH FOUNDATION
513 S MAIN STBERLINMD21811NONEUNRESTRICTED$8,000
ST PAUL'S EPISCOPAL CHURCH OF VIENN
203 CHURCH STVIENNAMD21869NONEUNRESTRICTED$1,500
ST PAUL'S EPISCOPAL CHURCH-WORCESTE
PO BOX 429BERLINMD21811NONEUNRESTRICTED$1,000
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STCHAMBERLAINSD57325NONEUNRESTRICTED$25
STAUNTON MILITARY ACADEMY
PO BOX 958STAUNTONVA244020958NONEUNRESTRICTED$1,000
TAYLORVILLE UNITED METHODIST CHURCH
PO BOX 456BERLINMD21811NONEUNRESTRICTED$7,000
THE AMERICAN LEGION
2308 PHILADELPHIA AVEOCEAN CITYMD21842NONEUNRESTRICTED$100
THE ATLANTIC CLUB
PO BOX 563OCEAN CITYMD21843NONEUNRESTRICTED$750
THE BRIDGE
PO BOX 680MILFORDDE19963NONEUNRESTRICTED$200
THE CRICKET CENTER
PO BOX 97BERLINMD21811NONEUNRESTRICTED$250
THE NATURE CONSERVANCY
1777 N KENT ST 100ARLINGTONVA22209NONEUNRESTRICTED$500
THE SALVATION ARMY MARYLAND
814 LIGHT STREETBALTIMOREMD21230NONEUNRESTRICTED$1,500
TMS- GLOBAL
PO BOX 922637NORCROSSGA300102637NONEUNRESTRICTED$1,000
TYREE AME CHURCH
9004 TRAPPE RDBERLINMD21811NONEUNRESTRICTED$1,000
VILLAGE OF HOPE
1001 LAKE STREETSALISBURYMD21801NONEUNRESTRICTED$1,000
VIRGINIA EASTERN SHORE LAND TRUST
PO BOX 1114EXMOREVA23350NONEUNRESTRICTED$1,000
WACHAPREAGUE VOLUNTEER FIRE COMPANY
1 HIGH STREETWACHAPREAGUEVA23480NONEUNRESTRICTED$100
WESLEY THEOLOGICAL SEMINARY ANNUAL
4500 MASSACHUSETTS AVE NWWASHINGTONDC20016NONEUNRESTRICTED$1,000
WGP WARRIORS AGAINST ADDICTION
PO BOX 593BERLINMD21811NONEUNRESTRICTED$1,000
WILLIAMS AME CHURCH
7846 WILLIAMS CHURCH RDNEWARKMD21841NONEUNRESTRICTED$500
WOMEN SUPPORTING WOMEN
1320 BELMONT AVE STE 402SALISBURYMD21804NONEUNRESTRICTED$500
WOR-WIC FOUNDATION
32000 CAMPUS DRSALISBURYMD21804NONEUNRESTRICTED$1,000
WORCESTER COMMISION ON AGING
4767 SNOW HILL RDSNOW HILLMD21863NONEUNRESTRICTED$1,000
WORCESTER COUNTY HUMANE SOCIETY
PO BOX 48BERLINMD21811NONEUNRESTRICTED$2,520
WORCESTER PREPARATORY SCHOOL
508 S MAIN STBERLINMD21811NONEUNRESTRICTED$5,000
YUMI CARES
PO BOX 6695ELLICOTT CITYMD21042NONEUNRESTRICTED$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$84,715TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$368ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,138ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$49,153ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,385RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$91,659ExclusionAmt
Related Or Exempt Function Incm$8,385RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,044TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ATLANTIC CLUBBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1POBOX 563AddressLine1Txt
CityOCEAN CITYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21843ZIPCd
FieldValueIRS element (for citing)
Total Contributions$57,341TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROUTE 50 BUILDING1988-09-30$246,530$200,049S/L40.0000$6,163$6,163$6,163
ROUTE 50 LAND1988-09-30$75,000
ROUTE 50 TELEPHONE1988-09-30$1,460$1,46010.0000
R0UTE 50 CARPET1996-07-25$2,340$2,340S/L5.0000
ROUTE 50 IMPROVEMENT1998-01-08$4,000$2,275S/L40.0000$100$100$100
NEW HEATING & AIR UNIT1998-10-01$52,600$28,930S/L40.0000$1,315$1,315$1,315
CAPIT. LABOR-HEATING UNIT1998-11-19$9,916$5,412S/L40.0000$248$248$248
FURNISHINGS2005-03-02$9,000$9,000S/L7.0000
ICE MAKER2012-09-04$2,930$2,930S/L7.0000
DELAWARE ELEVATOR2017-09-06$10,000$780S/L39.0000$256$256$256

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PAYDEN LOW DURATION BOND FUND$137,282$139,863
DODGE & COX INCOME FUND$786,717$782,566

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES INC$10,203$23,626
ABBVIE INC$17,308$19,417
AMERICAN ELECTRIC POWER INC$11,693$15,424
APPLE INC$2,943$11,320
BANK OF AMERICA$4,433$7,853
BROADCOM IN$15,802$26,671
CHEVRON CORPORATION$29,093$28,812
CISCO SYSTEMS$15,729$27,215
DELAWARE VALUE FUND R 6$4,700$6,004
FEDERATED STRATEGIC VALUE FD$75,000$92,167
JOHNSON AND JOHNSON$12,535$19,380
KEURIG DR PEPPER INC$11,408$4,270
KIMBERLY CLARK CORP$11,637$12,184
MERCK & CO$14,911$18,778
MICROSOFT CORP$13,210$70,480
NEXTERA ENERGY INC$11,795$32,978
PFIZER$30,702$40,860
POLEN GROWTH FUND INS$8,000$10,979
PRUDENTIAL FINANCIAL INC$15,745$20,304
TRUIST FINANCIAL CORP$4,200$5,513
VERIZON COMMUNICATIONS$32,034$32,136
WEC ENERGY GROUP$12,552$19,404
WISDOM TREE US LARGE CAP DIV FUND$82,517$208,758
VIATRIS$1,681$1,585

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDING$323,046$245,528$77,518$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)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
INSURANCE BUILDING & CONTENTS$10,234$10,234$10,234
WORKMENS COMPENSATION$736$736$736
PAYROLL PROCESSING FEES$1,900$1,900$1,900

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOAN PAYABLEDesc
BOY Book Value$24,400BOYBookValueAmt
EOY Book Value$25,905EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,918Amt
Net Investment Income$4,918NetInvestmentIncomeAmt
Adjusted Net Income$4,918AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PAYROLL TAXES$11,467$11,467$11,467
TAXES

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