2020-10-25T10:18:31-05:00 2019-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2019-01-01 521738992 PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC PATR 4109620595 200 EAST PRATT STREET NO 4100 BALTIMORE MD 21202 MARK K JOSEPH PRESIDENT 4109620595 2020-10-21 1 WILLIAM E TURCO CPA P00369217 3012963600 2020-10-21 66.98.98.10 2020-10-21 10:26:06 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2021-01-29 14:40:06Z MARK K JOSEPH 200 EAST PRATT STREET NO 4100 BALTIMORE MD 21202 8611654 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 50000 2590733 2925326 1900143 1190137 35641 21717 4526517 4187180 3225550 3328105 0 0 229432 231290 0 0 0 2084210 2077738 5539192 5637133 -1012675 -1449953 45763578 47034723 13150197 11927175 32613381 35107548 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 4006100 3328105 2947043 TO PROVIDE HOUSING FOR THE BENEFIT OF THE ELDERLY LOW-INCOME, AND HOMELESS. 4006100 1 1 0 0 0 0 0 0 0 0 1 0 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 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 STREET 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 28405 0 0 28405 0 0 0 0 0 0 0 50000 50000 RENTAL INCOME 531110 2924509 2924509 INTEREST ON LOANS 523000 817 817 2925326 834411 834411 4780200 4424474 355726 355726 355726 OTHER INCOME 531110 21717 21717 21717 4187180 2947043 0 1190137 3328105 3328105 28405 19884 8521 133285 93299 39986 66847 46793 20054 2753 1927 826 146 146 39105 39105 129549 129549 474849 474849 447978 309798 138180 475940 475940 303877 303877 OPERATIONS & MAINTENANC 192695 192695 AMORTIZATION 13599 13599 5637133 4006100 1631033 0 858736 1166898 6390119 2685827 13986 37481 42903 40872 197738 179869 12486489 7080859 5709507 5405630 31801091 36724055 71344 86344 678154 707747 45763578 47034723 228280 78451 5207965 4354363 6870 13038 7616515 7393942 90567 87381 13150197 11927175 X 32613381 35107548 32613381 35107548 45763578 47034723 X -1449953 4042384 -98264 X 0 1 X 1 0 X 50000 50000 3897947 2943299 2560380 2626374 2947043 14975043 3897947 2943299 2560380 2626374 2997043 15025043 50000 50000 0 50000 50000 14975043 423828 744800 838367 1086538 834411 3927944 423828 744800 838367 1086538 834411 3927944 4321775 3688099 3398747 3712912 3831454 18952987 0.79010 0.81700 0.20720 0.18300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 750000 750000 11403578 6813636 4589942 332911 267223 65688 5405630 ACCRUED INTEREST PAYABLE 39093 SECURITY DEPOSIT LIABILITY 48288 87381 X 8100015 4042384 4042384 4057631 129549 129549 4187180 5605848 98264 98264 5507584 129549 129549 5637133 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, 2019, 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 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 2016. PART XII, LINE 2D - OTHER ADJUSTMENTS: PRESENT VALUE ADJUSTMENT 98,264. 1 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 131788491 501(C)(3) 10000 CONTRIBUTION - TASTE FOR LIFE 2019 ARCHDIOCESE OF BALTIMORE 320 CATHEDRAL STREET BALTIMORE MD 21201 520591535 501(C)(3) 10000 CONTRIBUTION ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE 190 W OSTEND STREET SUITE 210 BALTIMORE MD 21230 522056349 501(C)(3) 7500 CONTRIBUTION ARTS EVERY DAY 120 W NORTH AVE SUITE 303 BALTIMORE MD 21201 061780902 501(C)(3) 34000 CONTRIBUTION ASSOCIATED BLACK CHARITIES INC 2 HAMILL ROAD 272 NORTH QUADRANGLE BALTIMORE MD 21210 521427774 501(C)(3) 10000 CONTRIBUTION ASSOCIATION OF BALTIMORE AREA GRANTMAKERS 2 E READ ST BALTIMORE MD 21202 BALTIMORE MD 21202 521326863 501(C)(3) 7130 CONTRIBUTION BALTIMORE CITY FOUNDATION 7 E REDWOOD STREET 10TH FLOOR BALTIMORE MD 21202 521212473 501(C)(3) 1012500 CONTRIBUTION BALTIMORE LEADERSHIP SCHOOL FOR YOUNG WOMEN 128 W FRANKLIN ST BALTIMORE MD 21201 262221540 501(C)(3) 15000 CONTRIBUTION BALTIMORE MUSEUM OF ART 10 ART MUSEUM DRIVE BALTIMORE MD 21218 526000162 501(C)(3) 40000 CONTRIBUTION BALTIMORE SCHOOL FOR THE ARTS FOUNDATION 712 CATHEDRAL STREET BALTIMORE MD 21201 521174284 501(C)(3) 533000 CONTRIBUTION BALTIMORE SYMPHONY ORCHESTRA INC 1212 CATHEDRAL STREET BALTIMORE MD 21201 520629696 501(C)(3) 207500 CONTRIBUTION BETH AM SYNAGOGUE 2501 EUTAW PL BALTIMORE MD 21217 521009445 501(C)(3) 15000 CONTRIBUTION BROWN UNIVERSITY 69 BROWN ST BOX 1822 PROVIDENCE RI 02912 050258809 501(C)(3) 62000 CONTRIBUTION CASA BALTIMORE 4 SOUTH FREDERICK STREET BALTIMORE MD 21202 521905072 501(C)(3) 6500 CONTRIBUTION CATHOLIC CHARITIES 1966 GREENSPRING DRIVE TIMONIUM MD 21093 520591538 501(C)(3) 15000 CONTRIBUTION COLLEGEBOUND FOUNDATION 300 WATER ST UNIT 300 BALTIMORE MD 21202 521598921 501(C)(3) 10000 CONTRIBUTION CREATIVE ALLIANCE 3134 EASTERN AVE BALTIMORE MD 21224 521919988 501(C)(3) 25000 CONTRIBUTION ELIJAH CUMMINGS YOUTH PROGRAM 5750 PARK HEIGHTS AVENUE BALTIMORE MD 21215 522136761 501(C)(3) 17000 CONTRIBUTION ENOCH PRATT FREE LIBRARY 400 CATHEDRAL ST BALTIMORE MD 21201 526001143 501(C)(3) 15000 CONTRIBUTION FUND FOR EDUCATIONAL EXCELLENCE 800 N CHARLES ST STE 400 BALTIMORE MD 21201 521129402 501(C)(3) 48000 CONTRIBUTION GREATER BALTIMORE COMMITTEE 111 S CALVERT ST BALTIMORE MD 21202 520645650 501(C)(3) 8615 CONTRIBUTION JEWISH COMMUNITY CENTER OF GREATER BALTIMORE 5700 PARK HEIGHTS AVE BALTIMORE MD 21215 520619002 501(C)(3) 22840 CONTRIBUTION JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 30000 CONTRIBUTION KIPP BALTIMORE 4701 GREENSPRING AVE BALTIMORE MD 21209 522342513 501(C)(3) 50000 CONTRIBUTION LIVING CLASSROOM FOUNDATION 802 S CAROLINE ST BALTIMORE MD 21231 521369524 501(C)(3) 100000 2019 DONATION LIVING CLASSROOMS MARYLAND FOOD BANK 2200 HALETHORPE FARMS ROAD BALTIMORE MD 21227 521135690 501(C)(3) 15000 CONTRIBUTION MARYLAND PHILANTHROPY NETWORK 2 EAST READ STREET 2ND FLOOR BALTIMORE MD 21202 521326863 501(C)(3) 7520 CONTRIBUTION MENTOR THE NATIONAL PARTNERSHIP 201 SOUTH ST SUITE 615 BOSTON MA 02111 521674088 501(C)(3) 25000 CONTRIBUTION MERCY HEALTH FOUNDATION 345 ST PAUL PL BALTIMORE MD 21202 522173656 501(C)(3) 10000 CONTRIBUTION PORT DISCOVERY CHILDREN'S MUSEUM 35 MARKET PLACE BALTIMORE MD 21202 521806933 501(C)(3) 150000 CONTRIBUTION THE ASSOCIATED 101 W MOUNT ROYAL AVE BALTIMORE MD 21201 526024192 501(C)(3) 545000 CONTRIBUTION THE ORCHKIDS FUND 1212 CATHEDRAL STREET BALTIMORE MD 21201 521231094 501(C)(3) 10000 CONTRIBUTION THE PARK SCHOOL OF BALTIMORE 2425 OLD COURT RD BALTIMORE MD 21208 520591625 501(C)(3) 50000 CONTRIBUTION THE SEED SCHOOL OF MARYLAND 200 FONT HILL AVE BALTIMORE MD 21223 061818759 501(C)(3) 10000 CONTRIBUTION UNITED WAY OF CENTRAL MARYLAND 1800 WASHINGTON BLVD SUITE 340 BALTIMORE MD 21230 520591543 501(C)(3) 50000 CONTRIBUTION UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION 620 W LEXINGTON ST BALTIMORE MD 21201 311678679 501(C)(3) 80000 CONTRIBUTION URBAN TEACHER 1800 WASHINGTON BLVD 411 BALTIMORE MD 21230 270989006 501(C)(3) 25000 CONTRIBUTION WYPR (YOUR PUBLIC RADIO CORPORATION) 2216 NORTH CHARLES STREET BALTIMORE MD 21218 311770828 501(C)(3) 5500 CONTRIBUTION 38 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 XI, LINE 9: PRESENT VALUE ADJUSTMENT -98,264.