2019-03-04T12:19:23-06:00 2018-06-30 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2017-07-01 521488711 THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INC COMM 3016957660 312 EAST CHURCH STREET FREDERICK MD 21701 ELIZABETH Y DAY PRESIDENT AND CEO 3016957660 2019-02-22 1 SUSAN KELLER P00245169 4107275735 2019-02-22 65.246.120.254 2019-02-22 11:22:55 ES P AB7DFB60C93AA1B331567231D7D48371795C5F56 62AAADF6C61C48552FB67F3AB065875E534FAE94 2017 2019-02-21 02:37:17Z ELIZABETH Y DAY 312 EAST CHURCH STREET FREDERICK MD 21701 18540651 0 X WWW.FREDERICKCOUNTYGIVES.ORG X 1986 MD GENEROUS DONORS CREATE POSITIVE IMPACT IN THE LIVES OF FREDERICK COUNTY CITIZENS THROUGH GRANTS AND SCHOLARSHIPS. IN FY2018, GRANTS TOTALING $4,280,915 BENEFITED 251 NONPROFITS SERVING THE COMMUNITY, SUPPORTING THEIR CRITICAL PROGRAMS AND PROVIDING SERVICES TO THOUSANDS OF RESIDENTS. SCHOLARSHIPS FOR POST-SECONDARY STUDY (INCLUDING VOCATIONAL TRAINING) TOTALING $1,034,409 WERE AWARDED TO 410 STUDENTS. AS A RESULT, THE WELL-BEING, GROWTH, AND SUCCESS OF FREDERICK COUNTY CITIZENS AND OUR COMMUNITY-AT-LARGE WAS IMPROVED, AND ADVOCACY FOR NEW DONORS WAS ACCOMPLISHED. 24 24 14 152 0 0 4539653 6047669 0 0 4550297 5537701 0 0 9089950 11585370 5367593 5315324 0 0 939654 1003522 0 0 403107 948787 1085564 7256034 7404410 1833916 4180960 113906022 122392838 9928168 10387595 103977854 112005243 X THE COMMUNITY FOUNDATION IS DEDICATED TO CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER TO ENRICH THE QUALITY OF LIFE IN FREDERICK COUNTY NOW AND FOR FUTURE GENERATIONS. 0 0 1492968 1034409 THE COMMUNITY FOUNDATION IS ONE OF FREDERICK COUNTY'S LARGEST PROVIDERS OF SCHOLARSHIPS TO INDIVIDUALS PURSUING POST-SECONDARY EDUCATION, WHICH INCLUDES TWO AND FOUR YEAR COLLEGES AND UNIVERSITIES AS WELL AS TRADE SCHOOLS. SCHOLARS' AGES ARE 17 AND UP, AS SOME SCHOLARSHIPS ARE SPECIFICALLY FOR NON-TRADITIONAL STUDENTS. SCHOLARSHIPS ARE AVAILABLE FOR ALMOST ANY AREA OF STUDY, SOME DO NOT CONSIDER FINANCIAL NEED AS CRITERIA, AND SOME ARE RENEWABLE FOR ONE OR MORE YEARS. IN ADDITION, SEPARATE MUSIC AND DANCE SCHOLARSHIPS FOR YOUTH AGES 6 TO 17 ARE PROVIDED FOR CONTINUING EDUCATION IN VOICE, INSTRUMENTAL, AND DANCE INSTRUCTION. ATHLETIC SCHOLARSHIPS FOR YOUTH AGES 11 TO 18 (GRADES 6-12) ARE ALSO PROVIDED. 4448894 4280915 THE COMMUNITY FOUNDATION PROVIDES DISCRETIONARY AND DESIGNATED GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS THAT ARE CHARITABLE, EDUCATIONAL, SCIENTIFIC, LITERARY OR FAITH-BASED IN PURPOSE. THE DISCRETIONARY GRANTS INVOLVE A GRANT APPLICATION PROCESS; NONPROFIT ORGANIZATIONS MUST DESCRIBE THE PROGRAM FOR WHICH THEY ARE REQUESTING SUPPORT AND MUST DEMONSTRATE HOW THE GRANT WILL NOT ONLY HELP ACHIEVE THEIR GOALS, BUT HOW THE GRANT WILL POSITIVELY IMPACT THE COMMUNITY. FINAL REPORTS FROM EACH ORGANIZATION ENSURE ACCOUNTABILITY. THE DESIGNATED GRANTS ARE DISBURSED ANNUALLY TO NONPROFIT ORGANIZATIONS AS SPECIFIED BY THE DONOR'S FUND AGREEMENT, PROVIDING THE ORGANIZATION MEETS THE 501(C)(3)REQUIREMENT AND IS IN GOOD STANDING. GRANTS SUPPORT HEALTH, HUMAN SERVICES, THE ARTS, ENVIRONMENT, HISTORIC PRESERVATION, ANIMAL WELFARE, EDUCATION, YOUTH PROGRAMS, CIVIC CAUSES, ELDER CARE CAUSES, FAITH-BASED PROGRAMS, AND COMMUNITY PROGRAMS. 5941862 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 1 43 0 14 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X X GAIL FITZGERALD 3016957660 312 EAST CHURCH STREET FREDERICK MD 21701 KEVIN HESSLER CHAIRMAN 1.00 X X 0 0 0 TOD P SALISBURY PAST CHAIRMAN 1.00 X X 0 0 0 THOMAS E LYNCH III FIRST VICE CHAIRMAN 1.00 X X 0 0 0 NANCY MOTTER THRASHER SECOND VICE CHAIRMAN 1.00 X X 0 0 0 HARRY GEORGE III SECRETARY 1.00 X X 0 0 0 JAMES D SUMMERS TREASURER 1.00 X X 0 0 0 DALE T SUMMERS TREASURER THRU 9/30/17 1.00 X X 0 0 0 ALEJANDRO CANADAS TRUSTEE 1.00 X 0 0 0 AMARIS LITTLE TRUSTEE 1.00 X 0 0 0 BARBARA K WALKER TRUSTEE 1.00 X 0 0 0 C MATT WILEY TRUSTEE 1.00 X 0 0 0 COLLEEN CHIDESTER TRUSTEE 1.00 X 0 0 0 DANIEL J SCHIFFMAN TRUSTEE 1.00 X 0 0 0 DANIEL K TREGONING TRUSTEE 1.00 X 0 0 0 DEBRA S BORDEN TRUSTEE 1.00 X 0 0 0 GARY L ROLLINS TRUSTEE 1.00 X 0 0 0 GREGORY POWELL TRUSTEE 1.00 X 0 0 0 MARK A MAYER TRUSTEE 1.00 X 0 0 0 MICHAEL CUMBERLAND TRUSTEE 1.00 X 0 0 0 MICHAEL H DELAUTER TRUSTEE 1.00 X 0 0 0 NICOLE CHAFITZ ORR TRUSTEE 1.00 X 0 0 0 RACHEL I MANDEL TRUSTEE 1.00 X 0 0 0 SHABRI MOORE TRUSTEE 1.00 X 0 0 0 STACEY COLLINS TRUSTEE 1.00 X 0 0 0 TED LUCK TRUSTEE 1.00 X 0 0 0 TOBIAS GREGORY TRUSTEE 1.00 X 0 0 0 TAITIA L ELLIOTT TRUSTEE 1.00 X 0 0 0 ELIZABETH Y DAY PRESIDENT & CEO 50.00 X 137097 0 17725 GAIL M FITZGERALD CHIEF FINANCIAL OFFICER 50.00 X 109992 0 15485 247089 0 33210 2 0 1 0 0 6047669 1486454 6047669 2886406 2886406 9606576 6955281 2651295 2651295 2651295 11585370 0 0 5537701 4280915 4280915 1034409 1034409 325287 60728 173057 91502 546002 260506 124165 161331 13168 5686 3062 4420 55063 16452 16060 22551 64002 29311 13868 20823 12874 2704 10170 565993 565993 105707 102551 103 3053 30932 5047 6346 19539 50034 13804 13106 23124 68969 41254 22276 5439 80204 29147 40838 10219 6142 972 2080 3090 6770 1047 3188 2535 35310 12712 19067 3531 12151 5216 5119 1816 EVENTS 42607 19046 11338 12223 ANNUAL REPORT 14661 5278 7917 1466 NEWSLETTER 14216 7108 6397 711 DUES & SUBSCRIPTIONS 10154 4067 3810 2277 28840 3902 11481 13457 7404410 5941862 1059441 403107 1080676 963223 142737 292490 41008 62918 625172 450136 197809 175036 110063844 117861002 2379948 3038169 113906022 122392838 1453808 1321926 8474360 9065669 9928168 10387595 X 81959286 89958363 12359816 12313333 9658752 9733547 103977854 112005243 113906022 122392838 X 4180960 4393623 -547194 X X 0 1 X 1 0 X 6143079 8565876 5069519 4539653 6047669 30365796 6143079 8565876 5069519 4539653 6047669 30365796 3543385 26822411 2249593 2343139 2554892 2743582 2886406 12777612 43143408 0.62170 0.11480 X 1 1 0 1 0 0 1 1127 0 0 1127 0 145 566 1280690 3972263 819543 4495781 11757618 102256018 1 1 11570024 74795 202255 510599 11336475 11675359 68273 545958 702167 17399 11570024 11894072 125085 -8880 334918 11675359 12321616 259067 -4605 98579 583427 11894072 11438024 42352 902659 61419 12321616 0.85860 0.14140 0 0 380089 246572 133517 245083 203564 41519 175036 LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS 2028928 FUNDS HELD FOR OTHERS (FAS 136) 7036741 9065669 X 34471063 4393623 19331942 23725565 10745498 839872 839872 11585370 6945850 37671 37671 6908179 496231 496231 7404410 PART V, LINE 4: THE FOUNDATION HAS A TRUSTEE-APPROVED SPENDING POLICY THAT DISTRIBUTES 5% OF THE FUND'S FAIR MARKET VALUE AS OF JUNE 30 OF THE PREVIOUS FISCAL YEAR FOR ALL FUNDS. ENDOWMENTS SPEND 5% AS LONG AS PRINCIPAL OBTAINED THROUGH CONTRIBUTIONS IS NOT INVADED. PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV 12,074. RELATED ORGANIZATION INCOME 19,543,132. CHANGE IN PV OF FUTURE INTEREST -223,264. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDS HELD FOR OTHERS 839,872. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES 37,671. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDS HELD FOR OTHERS 496,231. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 ENDOWMENT INVESTMENTS OFF SHORE 5366700 0 0 0 0 0 0 5366700 0 5366700 1 0 0 1 0 0 1 ADVENTIST HEALTH CARE INC 1801 RESEARCH BLVD 400 ROCKVILLE MD 20850 521532556 501(C)(3) 20910 UNRESTRICTED ADVOCATES FOR HOMELESS FAMILIES INC 216 ABRECHT PL FREDERICK MD 21701 521591139 501(C)(3) 41703 CASE MGR, TRANSPORTATION, CHILDCARE ASSIST, EMERGENCY FINANCIAL ASSIST, AFTER-SCHOOL AND SUMMER ACTIVIITES, GARDEN SEEDS AND SUPPLIES, UNRESTRICTED ADVOCATES FOR THE AGING OF FREDERICK COUNTY MD INC 8222 GLENDALE DR FREDERICK MD 21702 465336766 501(C)(3) 5000 UNRESTRICTED ALL SAINTS EPISCOPAL CHURCH 106 WEST CHURCH STREET FREDERICK MD 21701 520610441 501(C)(3) 28010 BUILDING FUND AMERICAN NATIONAL RED CROSS PO BOX 37243 WASHINGTON DC 20013 530196605 501(C)(3) 12202 RESTRICTED FOR FREDERICK COUNTY, TEXAS FLOOD VICTIMS ARC OF FREDERICK COUNTY INC 620-A RESEARCH DR FREDERICK MD 217038619 526055211 501(C)(3) 150359 FREDERICK COUNTY SERVICES, TRANSPORTATION ASSISTANCE, SUPPLIES, UNRESTRICTED BANNER SCHOOL 1730 NORTH MARKET ST FREDERICK MD 21701 521254968 501(C)(3) 5264 FACILITY IMPROVEMENTS,UNRESTRICTED BLESSINGS IN A BACKPACK INC PO BOX 3508 FREDERICK MD 21705 261964620 501(C)(3) 19700 UNRESTRICTED FOR FREDERICK COUNTY, WEEKEND FOOD BACKPACKS BOY SCOUTS OF AMERICA 9190 ROCKVILLE PIKE BETHESDA MD 20814 530204610 501(C)(3) 8000 STONES, WALKERSVILLE WATERSHED CLEANUP PROJECT, BACKHOE REPAIRS, PINEWOOD DERBY BOYS & GIRLS CLUB OF FREDERICK COUNTY INC 413 BURCK ST FREDERICK MD 21701 521107974 501(C)(3) 5000 UNRESTRICTED, COMCAST PHONE,HOLIDAY APPEAL BRAINY CAMPS 111 MICHIGAN AVE NW WASHINGTON DC 20010 271547370 501(C)(3) 10000 CAMP NEW FRIENDS CALVARY UNITED METHODIST CHURCH 131 WEST SECOND STREET FREDERICK MD 21701 520685068 501(C)(3) 11301 PRESCHOOL SCHOLARSHIPS AND EXPENSES, UNRESRICTED CARE NET PREGNANCY CENTER OF FREDERICK COUNTY 707 NORTH MARKET ST FREDERICK MD 21701 521322581 501(C)(3) 9319 DIAPERS, WIPES, RASH CREAM, CAR SEATS, UNRESTRICTED CHILDREN'S HOSPITAL FOUNDATION 801 ROEDER RD 3 WASHINGTON MD 20910 521640402 501(C)(3) 79773 LODGING, FOOD, TRANSPORTATION, PHARMACY AND PARKING ASSISTANCE FOR FAMILIES WITH CHILDREN WITH CANCER CHURCH OF THE TRANSFIGURATION 6909 MARYLAND AVE BRADDOCK HEIGHTS MD 21714 521549171 501(C)(3) 242697 UNRESTRICTED CITIZENS CARE & REHABILITATION CENTER AND MONTEVUE HOME 1900 ROSEMONT AVE FREDERICK MD 21702 526000943 FREDERICK COUNTY 26800 BENCH PLAQUES, EDUCATION AND TRAINING FOR EMPLOYEES CITY OF FREDERICK ECONOMIC DEVELOPMENT 101 NORTH COURT ST FREDERICK MD 21701 526000789 501(C)(3) 8199 BEST PLACES TO WORK AND CITY OF FREDERICK DAY EVENTS COUNCIL ON FOUNDATIONS 2121 CRYSTAL DR SUITE 700 ARLINGTON VA 22202 136068327 501(C)(3) 12850 UNRESTRICTED DELAPLAINE VISUAL ARTS EDUCATION CENTER 40 S CARROLL STREET FREDERICK MD 21701 521481592 501(C)(3) 27659 ART CLASSES FOR CHILDREN, ART KITS, GARDEN EXPENSES, UNRESTRICTED DOWNTOWN FREDERICK PARTNERSHIP INC 19 E CHURCH ST FREDERICK MD 21701 521682341 501(C)(3) 36525 FLOWERS OVER FREDERICK PROJECT ENVISION FREDERICK COUNTY INC PO BOX 481 FREDERICK MD 21705 274539613 501(C)(3) 40000 OPERATING EXPENSES EVANGELICAL LUTHERAN CHURCH 35 EAST CHURCH ST FREDERICK MD 21701 520627772 501(C)(3) 16127 BUILDING FUND AND FINE ARTS SERIES FAHRNEY-KEEDY MEMORIAL HOME INC 8507 MAPLEVILLE RD BOONSBORO MD 21713 520610464 501(C)(3) 5250 SENIOR LIVING CAPITAL CAMPAIGN AND UNRESTRICTED FAMILY PARTNERSHIP OF FREDERICK COUNTY 8420 GAS HOUSE PIKE STE EE FREDERICK MD 21701 526000943 FREDERICK COUNTY 44717 BRIGHT FUTURES 2017 & 2018 PROGRAMS, SALARIES, INTERPRETER SERVICES,AND OTHER EXPENSES FREDERICK CITY POLICE DEPARTMENT 100 W PATRICK ST FREDERICK MD 21701 526000789 8283 WIRELESS LAPEL MICROPHONE SYSTEM, ONLINE COURSE AND BOOKS FREDERICK COMMUNITY ACTION AGENCY 100 S MARKET ST FREDERICK MD 21701 521036628 FREDERICK COUNTY 31317 FCAA HOUSING FIRST PROGRAM EXPENSES, FOODBANK, BACKPACKS, MEDICAL EQUIPMENT, PRIMARY CARE CLINIC, SCHOOL BASED HEALTH CENTER, HEALTH CENTER EXPENSES FREDERICK COMMUNITY COLLEGE FOUNDATION INC 7932 OPOSSUMTOWN PIKE FREDERICK MD 21702 521231768 501(C)(3) 27396 STUDENT SUCCESS FUND, ALLIED HEALTH ACADEMY CHILDCARE & TRANSPORTATION AND SCHOLARSHIP FUNDS FREDERICK COUNTY 4-H THERAPEUTIC RIDING PROGRAM 11515 ANGLEBERGER RD THURMONT MD 21788 521712242 501(C)(3) 5500 FARRIER SERVICES, HORSE PHARMACEUTICALS, UNRESTRICED FREDERICK COUNTY DEPARTMENT OF SOCIAL SERVICES 1888 NORTH MARKET ST FREDERICK MD 21701 526000943 FREDERICK COUNTY 10989 GIFT CARDS FOR CHILDREN/TEENS/VULNERABLE ADULTS UNDER DSS RESOURCE UNIT SUPERVISION FREDERICK COUNTY LANDMARKS FOUNDATION INC 1110 ROSEMONT AVE FREDERICK MD 21701 237241926 501(C)(3) 14601 HISTORIC PRESERVATION FREDERICK COUNTY PUBLIC LIBRARIES 110 EAST PATRICK ST FREDERICK MD 21701 520591537 501(C)(3) 44620 SUMMER CHALLENGE PROGRAM EXPENSES, THURMONT LIBRARY, FREDERICK READS PROGRAM, COIN ORBITER, CHILDREN'S PROGRAM, AMPHITHEATRE, FAMILY TUNES & TALES PROGRAM EXPENSES, EXPLORING THE ROOTS OF AMERICAN ROOTS, UNRESTRICTED FREDERICK COUNTY PUBLIC SCHOOLS 191 SOUTH EAST ST FREDERICK MD 21701 526000941 501(C)(3) 31104 THURMONT ELEMENTERAY MEDIA CENTER, WALKERSVILLE HIGH SCHOOL,NATIONAL ARCHERY IN SCHOOLS PROGRAM, MIDDLETOWN HS KEY CLUB EXPENSES, WALKERSVILLE HS KEY CLUB DISTRICT CONFERENCE, URBAN MIDDLE SCHOOL SCIENCE DEPARTMENT, PROGRAMS FOR STUDENTS WITH DYSLEXIA, BRUNSWICK ELEMENTARY SUPER SCIENTISTS EXPENSE, TUSCARORA HS SHEET MUSIC, BRUNSWICK HS ORCHESTRA PROGRAM, FCPS MIDDLE SCHOOL SHARED MUSIC LIBRARY EXPENSES, AGRICULTURE PROGRAMS, EDUCATION ENRICHMENT PROGRAMS, CULINARY ARTS PROGRAM, HILLCREST ELEMENTARY BOOKS, MUSIC PROGRAM EXPENSES FREDERICK COUNTY MD GOVERNMENT 12 EAST CHURCH ST FREDERICK MD 21701 526000943 FREDERICK COUNTY 5644 TRAINING EXPENSES FOR EMPLOYEES OF CITIZENS CARE AND MONTEVUE ASSISTED LIVING FREDERICK MEMORIAL HOSPITAL 400 WEST SEVENTH ST FREDERICK MD 217014593 520591612 501(C)(3) 907365 TIME IS NOW CAMPAIGN, CANCER PATIENT ASSISTANCE, STOCKMAN CANCER CENTER, SURVIVORS OFFERING SUPPORT/PEER SURVIVORSHIP SERVICE PROGRAM EXPENSES,EMERGENCY SERVICES,CAPITAL GOALS TOWARDS IMPROVING HEALTHCARE NEEDS IN FREDERICK COMMUNITY, UNRESTRICTED FREDERICK RESCUE MISSION INC 419 WEST SOUTH ST FREDERICK MD 21701 520813371 501(C)(3) 78683 PROJECT STAFF SALARY & BENEFITS, FAITH HOUSE MANAGER EXPENSES,TRANSPORTATION EXPENSES, UNRESTRICTED, FAITH HOUSE EXPENSES, FRIENDS FOR NEIGHBORHOOD PROGRESS INC 100 SOUTH MARKET ST FREDERICK MD 21701 521036628 501(C)(3) 13234 FOOD BANK, UNRESTRICTED FRIENDS OF THE CHILD ADVOCACY CENTER 4210 SPRINGVIEW CT JEFFERSON MD 21755 205149362 501(C)(3) 25000 CHILD ADVOCACY CENTER EXPENSES GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL 4301 CONNECTICUT AVE NW SUITE M-2 WASHINGTON DC 20008 540732966 501(C)(3) 6496 GIRL SCOUTS IN FREDERICK COUNTY GIRLS ON THE RUN OF FREDERICK COUNTY INC PO BOX 1034 FREDERICK MD 21702 461318452 501(C)(3) 6000 TITLE 1 SCHOOL EXPANSION PROJECT EXPENSES GLADE UNITED CHURCH OF CHRIST 21 FULTON AVENUE WALKERSVILLE MD 21793 520679615 501(C)(3) 9323 UNRESTRICTED AND CEMETERY GOOD SHEPHERD EVANGELICAL LUTHERAN CHURCH 1415 W 7TH ST FREDERICK MD 21701 520627772 501(C)(3) 5000 UNRESTRICTED GOODWILL INDUSTRIES OF THE MONOCACY VALLEY INC 400 EAST CHURCH STREET FREDERICK MD 21701 237047548 501(C)(3) 9221 UNRESTRICTED GRACE UNITED CHURCH OF CHRIST 25 EAST SECOND STREET FREDERICK MD 21701 520607994 501(C)(3) 8171 UNRESTRICTED GRACEHAM MORAVIAN CHURCH 8231-A ROCKY RIDGE RD THURMONT MD 21788 520607996 501(C)(3) 59087 UNRESTRICTED AND CEMETERY HABITAT FOR HUMANITY OF FREDERICK COUNTY 117 E CHURCH ST FREDERICK MD 21701 521820647 501(C)(3) 10226 UNRESTRICTED, TUBCUT, ADVERTISEMENT FOR QUALIFIED APPLICANTS HEARTLY HOUSE INC PO BOX 857 FREDERICK MD 21705 521186250 501(C)(3) 65194 RENTAL ASSISTANCE, ROOF REPLACEMENT, SAFE ADVOCACY PROGRAM EXPENSES, CHILD COUNSELING EXPENSES, YOUTH PROGRAMS, UNRESTRICTED HISTORICAL SOCIETY OF FREDERICK COUNTY INC 24 EAST CHURCH ST FREDERICK MD 21701 526050333 501(C)(3) 32022 MAINTENANCE & PRESERVATION OF BUILDINGS, ART CONTEST AWARDS, HISTORIC RESEARCH, UNRESTRICTED HOMEWOOD FOUNDATION INC PO BOX 250 WILLIAMSPORT MD 21795 521892689 501(C)(3) 15018 UNRETRICTED, ALZHEIMER UNIT HOOD COLLEGE 401 ROSEMONT AV FREDERICK MD 21701 520591608 501(C)(3) 47391 SCHOLARSHIPS AND FINANCIAL AID, MATH DAY, UNRESTRICTED HOSPICE OF FREDERICK COUNTY INC PO BOX 1799 FREDERICK MD 21702 521164513 501(C)(3) 38563 CAMP JAMIE, OVERDOSE GRIEF SUPPORT EXPENSES, UNRESTRICTED HOUSING AUTHORITY OF THE CITY OF FREDERICK 209 MADISON ST FREDERICK MD 21701 526001395 501(C)(3) 28395 YOUTH TO ATTEND CAMP, COMPUTERS OR INTERNET ACCESS FOR 40 FAMILIES, YOUNG MEN RISING PROGRAM, WOMEN SUCCEEDING IN EDUCATION ASSITANCE WITH TRANSPORTATION, CHILDCARE, EDUCATION EXPENSES, SCHOOL READINESS PROGRAM, UNRESTRICTED HOWARD CHAPEL RIDGEVILLE UNITED METHODIST CHURCH 1970 LONG CORNER RD MOUNT AIRY MD 21771 521079627 501(C)(3) 279863 CHURCH PROGRAMS INTERFAITH HOUSING ALLIANCE INC 5301 BUCKEYSTOWN PIKE STE 320 FREDERICK MD 21704 521708782 501(C)(3) 8253 UNRESTRICTED KIWANIS CLUB OF SUBURBAN FREDERICK 318 WEST COLLEGE TER FREDERICK MD 21701 521874378 501(C)(3) 8611 SERVICE LEADERSHIP PROGRAM, TUSCARORA HIGH SCHOOL KEY CLUB, FREDERICK MIDDLE SCHOOL APPRECIATION, HOLIDY GIFT WRAP SUPPLIES LEGAL AID BUREAU INC 500 EAST LEXINGTON ST BALTIMORE MD 21202 520591621 501(C)(3) 8000 UNRESTRICTED, FREE LEGAL SERVICES EXPENSES LINGANORE OAKDALE URBANA YOUTH ATHLETIC ASSOCIATION PO BOX 302 NEW MARKET MD 21774 521126673 501(C)(3) 8000 BALL FIELD CONSTRUCTIONS AND IMPROVEMENTS LITERACY COUNCIL OF FREDERICK COUNTY INC 110 EAST PATRICK ST FREDERICK MD 21701 521100228 501(C)(3) 6115 EQUIPPING CLASSROOM FOR ADULT LITERACY PROGRAMS, TEXTBOOKS AND CURRICULAR MATERIALS, UNRESTRICTED MARS HILL UNIVERSITY PO BOX 370 MARS HILL NC 28754 560554207 501(C)(3) 9180 SCHOLARSHIP AND FINANCIAL AID FUND MARYLAND 4-H CLUB FOUNDATION INC 8020 GREENMEAD DR COLLEGE PARK MD 20815 526056016 501(C)(3) 29010 UNRESTRICTED MARYLAND FFA FOUNDATION INC PO BOX 3241 SILVER SPRING MD 209183241 521354382 501(C)(3) 30305 UNRESTRICTED FOR CHAPTER CLOSEST TO POOLESVILLE MARYLAND FOOD BANK 2200 HALETHORPE FARMS RD BALTIMORE MD 21227 521135690 501(C)(3) 5000 SENIOR PANTRY PROGRAM EXPENSES MCDANIEL COLLEGE 2 COLLEGE HILL WESTMINSTER MD 211574390 520591694 501(C)(3) 5469 UNRESTRICTED AND SCHOLARSHIP FUND MENTAL HEALTH ASSOCIATION OF FREDERICK COUNTY INC 226 SOUTH JEFFERSON ST FREDERICK MD 21701 520968521 501(C)(3) 71681 PARENT COACH, HEALTHY FAMILIES FREDERICK, CASA OF FREDERICK COUNTY, MHA CRISIS SERVICES, FAMILIES PLUS PROGRAM EXPENSES, EMPLOYEE EDUCATION EXPENSES, AND UNRESTRICTED MISSION OF MERCY INC 22 S MARKET ST FREDERICK MD 21701 860704883 501(C)(3) 37924 DENTAL CARE, MEDICATIONS AND MEDICAL CARE FOR WOMEN, FREE DENTAL CARE AND MEDICAL EXPENSES, UNRESTRICTED MONTEVUE CITIZENS AUXILLARIES INC 355 MONTEVUE LANE FREDERICK MD 21702 521631500 501(C)(3) 22156 PIANO AND MEMORY GARDEN HANDRAILINGS MONTGOMERY COUNTY PUBLIC SCHOOLS 8501 HUNGERFORD DR 149 ROCKVILLE MD 20850 521804509 501(C)(3) 58020 SCHOLARSHIP FOR NEEDY STUDENTS AT POOLESVILLE HS MONTGOMERY UNITED METHODIST CHURCH 28325 KEMPTOWN RD DAMASCUS MD 20872 237420311 501(C)(3) 30200 UNRESTRICTED MOUNT HOPE CEMETERY PO BOX 136 WOODSBORO MD 21798 521947339 501(C)(3) 14499 REPAIRS TO CEMETERY NATIONAL LUTHERAN HOME FOR THE AGED 9701 VIERS DR ROCKVILLE MD 20850 530196624 501(C)(3) 7627 UNRESTRICTED NATIONAL OPERA ASSOCIATION INC PO BOX 60869 CANYON TX 790160869 386089684 501(C)(3) 6000 SCHOLARSHIP FUND NEW HOPE UNITED METHODIST CHURCH OF GREATER BRUNSWICK 7 SOUTH MARYLAND AVENUE BRUNSWICK MD 21716 520683373 501(C)(3) 5537 UNRESTRICTED NEW SPIRE ARTS 7420 HAYWARD RD STE 203 FREDERICK MD 21702 463479474 501(C)(3) 15000 NEW SPIRE STAGES OPERATION SECOND CHANCE INC 22708 BIRCHCREST LN CLARKSBURG MD 20871 202624345 501(C)(3) 14971 TRACKCHAIR AND UNRESTRICTED PARTNERS IN CARE INC 90B RITCHIE HIGHWAY PASADENA MD 21122 521911806 501(C)(3) 6510 COMMUNITY BASED SUPPORTIVE SERVICES FOR OLDER WOMEN EXPENSES PATTY POLLATOS FUND INC 22 S MARKET ST FREDERICK MD 21701 522272934 501(C)(3) 171223 MEDICAL AND LIVING EXPENSES FOR FREDERICK COUNTY RESIDENTS WITH CANCER AND OTHER MEDICAL ILLNESSES PLANNED PARENTHOOD OF MARYLAND INC 330 N HOWARD ST BALTIMORE MD 21201 520607930 501(C)(3) 11500 WOMEN'S CANCER AND STI PREVENTION PROGRAM SERVICES AND UNTRESTRICTED PLEASANT VIEW CHURCH OF THE BRETHREN 6213 PICNIC WOODS RD JEFFERSON MD 21755 362167026 501(C)(3) 5000 UNRESTRICTED RELIGIOUS COALITION FOR EMERGENCY HUMAN NEEDS 27 DEGRANGE ST FREDERICK MD 21701 521449375 501(C)(3) 99876 HOUSING STABILIZATION EXPENSES, EMERGENCY SHELTER EXPENSES, HOMELESSNESS PREVENTION FOR WOMEN AND FAMILIES FINANCIAL ASSISTANCE, EMERGENCY DENTAL CARE EXPENSES, PRESCRIPTION EXPENSES AND UNRESTRICTED SAINT JOHN'S CATHOLIC PREP 889 BUTTERFLY LN FREDERICK MD 21703 520954961 501(C)(3) 9606 FIELD RENTAL FOR STUDENT ATHLETICS, SCHOLARSHIP FUNDS SALVATION ARMY 223 W FIFTH ST FREDERICK MD 21702 222406433 501(C)(3) 10364 FOR FREDERICK COUNTY NEEDY AND UNRESTRICTED SECOND CHANCES GARAGE INC 528 N MARKET ST FREDERICK MD 21701 271336325 501(C)(3) 13445 SUBSIDIZED CAR REPAIRS FOR WOMEN PROGRAM, REFURBISHED PROGRAM FOR WOMEN AND UNRESTRICTED SETON CENTER INC 16840 S SETON AVE EMMITSBURG MD 21727 521182284 501(C)(3) 30000 DEPAUL DENTAL WOMEN'S PROGRAM AND DENTAL SERVICES SHIP OF FREDERICK COUNTY PO BOX 1629 FREDERICK MD 21702 472272768 501(C)(3) 15500 NEW HORIZONS FREDERICK SUMMER PROGRAM EXPENSES, EXPANDED EMERGENCY SHELTER CAPACITY FOR HOMELESS MOTHERS AND THEIR CHILDREN EXPENSES, UNRESTRICTED SIERRA CLUB FOUNDATION 2101 WEBSTER STREET OAKLAND CA 94612 946069890 501(C)(3) 7000 CATOCTIN GROUP MD CHAPTER SCHOLARSHIP PROGRAM AND UNRESTRICTED SPECIAL OPERATIONS FUND 901 N STUART ST ARLINGTON VA 22203 521765222 501(C)(3) 10000 UNRESTRICTED ST JOHN REGIONAL CATHOLIC SCHOOL 8414 OPOSSUMTOWN PIKE FREDERICK MD 21702 521752206 501(C)(3) 16272 FAMILY WITH MEDICAL & TRANSPORTATION AND SCHOLARSHIP FUND THE GREAT FREDERICK FAIR INC PO BOX 604 FREDERICK MD 21705 520915839 501(C)(5) 53301 RENOVATIONS AND REPLACEMENT OF VARIOUS BUILDINGS AND STRUCTURES THE MONOCACY FOUNDATION INC 620-B RESEARCH CT FREDERICK MD 21703 521953383 501(C)(3) 14283 MEDICAL EXPENSES AND BUILDING ACCESSIBLE BATHROOM ON MAIN FLOOR THE YOUTH RANCH PO BOX 42 BUCKEYSTOWN MD 21717 521055741 501(C)(3) 6049 UNRESTRICTED TRINITY UNITED METHODIST CHURCH 703 W PATRICK ST FREDERICK MD 21701 520955026 501(C)(3) 13100 AFFORDABLE COUNSELING AND UNRESTRICTED UNITARIAN UNIVERSALIST SERVICE COMMITTEE INC 689 MASSACHUSETTS AVE CAMBRIDGE MA 02139 046186012 501(C)(3) 10000 UNRESTRICTED UNITED WAY OF FREDERICK COUNTY INC 629 NORTH MARKET ST FREDERICK MD 21701 520607973 501(C)(3) 6480 UNRESTRICTED UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC 1221 SYMONS HALL COLLEGE PARK MD 20742 522197313 501(C)(3) 29010 UNRESTRICTED UNIVERSITY OF ROCHESTER PO BOX 270032 ROCHESTER NY 14627 160743209 501(C)(3) 43418 PIANO CONCERTS WALKERSVILLE UNITED METHODIST CHURCH 22 MAIN ST WALKERSVILLE MD 21793 526043801 501(C)(3) 7854 UNRESTRITED AND PARKING LOT WEINBERG CENTER FOR THE ARTS INC 20 WEST PATRICK ST FREDERICK MD 21701 521900511 501(C)(3) 23611 2018 FREDERICK SPEAKER SERIES, FAMILIES NEED FUND PROGRAM EXPENSES, UNRESTRICTED WELLS HOUSE INC GALE RECOVERY 427 EAST PATRICK ST FREDERICK MD 21701 521061150 501(C)(3) 34167 SECURITY FOR FACILITIES, TRAUMA INFORMED YOGA FOR PATIENTS IN RECOVERY, SUPPLES FOR SUPPORT CREATIVE THERAPIES, SECURITY AND EQUIPMENT UPGRADES FOR GALE HOUSE FOR WOMEN COMPTUER AND PRINTER, SELF SUFFICIENCY COUNSELING FOR WOMEN IN RECOVERY EXPENSES, RESIDENTIAL SUPPORT FOR PATIENTS IN RECOVERY, RECOVERY COUNSELING FOR INDIVIDUALS WITH SUBSTANCE ABUSE DISORDERS AND UNRESTRICTED YMCA OF FREDERICK COUNTY 1000 NORTH MARKET ST FREDERICK MD 21701 520607953 501(C)(3) 68418 CAMPAIGN FOR KIDS, HEAD START BI-LINGUAL FAMILY ADVOCATES EXPENSES, FURNISHINGS AND REPAIRS TO EARLY LEARNING CENTER AND UNRESTRICTED 96 2 SCHOLARSHIPS 410 1034409 PART I, LINE 2: THROUGH THE GRANT APPLICATION PROCESS, NONPROFIT ORGANIZATIONS MUST DESCRIBE THE PROGRAM FOR WHICH THEY ARE REQUESTING SUPPORT AND MUST DEMONSTRATE HOW THE GRANT WILL NOT ONLY HELP ACHIEVE THEIR GOALS, BUT HOW THE GRANT WILL POSITIVELY IMPACT THE COMMUNITY. MIDTERM AND/OR FINAL GRANT REPORTS FROM EACH ORGANIZATION ENSURE ACCOUNTABILITY. X X X X 0 0 0 0 0 0 0 0 0 ELIZABETH Y DAY PRESIDENT & CEO 132097 0 5000 0 0 0 6142 0 11583 0 154822 0 0 0 BRITTANY WALKER DAUGHTER OF TRUSTEE BARBARA WALKER 2500 SCHOLARSHIP EDUCATIONAL SCHEDULE L, PART III, GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS: SCHOLARSHIP APPLICANTS ARE RANKED BASED ON VARIOUS CRITERIA BY SCHOLARSHIP SOFTWARE; HIGHEST RANKING APPLICANTS ARE THEN CHOSEN FOR REVIEW BY THE VARIOUS SELECTION COMMITTEES SET UP FOR DIFFERENT SCHOLARSHIPS. EACH SELECTION COMMITTEE REVIEWS THE HIGHEST RANKING APPLICANTS AND CHOOSES THE TOP APPLICANTS; DUE DILIGENCE IS THEN PERFORMED BY THE STAFF OF THE FOUNDATION TO ENSURE THAT EACH OF THE TOP APPLICANTS SELECTED MEETS THE SCHOLARSHIP CRITERIA. RECOMMENDATIONS ARE THEN FORWARDED TO THE SCHOLARSHIP COMMITTEE, A COMMITTEE MADE UP OF BOARD MEMBERS AND VOLUNTEERS, AND IF ANYONE ON THE SCHOLARSHIP COMMITTEE HAS A CONFLICT THEY MUST ABSTAIN FROM THE VOTE. THE SCHOLARSHIP COMMITTEE RECOMMENDATIONS ARE THEN FORWARDED TO THE BOARD, WHERE AGAIN ANYONE WITH A CONFLICT ABSTAINS FROM THE VOTE OR ANY DISCUSSION AROUND THE APPROVAL OF THE APPLICANTS. MS. WALKER DID NOT PARTICIPATE ON THE SCHOLARSHIP SELECTION COMMITTEE (MADE UP OF GUIDANCE COUNSELORS AND PERSONNEL) THAT AWARDED THE SCHOLARSHIP, AND WAS NOT IN ATTENDANCE AT THE BOARD MEETING WHEN THE BOARD APPROVED THE SCHOLARSHIP. X 29 1456472 FAIR MARKET VALUE X 1 29982 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: PUBLICLY TRADED STOCK IS PLACED IN AN ACCOUNT AND SOLD BY A BROKERAGE FIRM. FORM 990, PART VI, SECTION A, LINE 2 DALE T. SUMMERS AND JAMES D. SUMMERS - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE, TREASURER, AND EXECUTIVE COMMITTEE REVIEW THE FORM 990, AND THEN FORWARD IT TO THE BOARD OF TRUSTEES FOR ITS REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES MUST COMPLETE A QUESTIONNAIRE OUTLINING THEIR INTERESTS AND RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THE GOVERNANCE COMMITTEE AND STAFF REVIEW THE INFORMATION CONTAINED THEREIN AND ARE WATCHFUL AT BOARD MEETINGS FOR VOTES THAT MAY CONSTITUTE A CONFLICT MAKING SURE THAT THE INTERESTED PARTY ABSTAINS FROM VOTING. THE ABSTENTION IS NOTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE SETS A SALARY RANGE FOR EACH POSITION. THE RANGE IS BASED ON INFORMATION OBTAINED BY COMMITTEE MEMBERS FROM THE COUNCIL ON FOUNDATIONS SALARY SURVEY, LOCAL AND REGIONAL SURVEYS AND DISCUSSIONS OF COMMITTEE MEMBERS WHO ARE BUSINESS MEMBERS AND HUMAN RESOURCE PERSONNEL FROM OTHER BUSINESSES. FORM 990, PART VI, SECTION C, LINE 19 COPIES ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS UPON REQUEST. ALL DONORS FOUNDING FUNDS RECEIVE A COPY OF THE ARTICLES OF INCORPORATION AND BYLAWS AT THE TIME THE FUND AGREEMENT IS SIGNED. FORM 990, PART XI, LINE 9: CHANGE IN PRESENT VALUE OF REMAINDER INTERESTS -223,263. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 12,074. FUNDS HELD FOR OTHERS -343,641. MISCELLANEOUS CURRENT YEAR ADJUSTMENT 7,636. PART XII, LINE 2C THE PROCESS REGARDING THE PREPARATION OF THE AUDITED FINANCIAL STATEMENTS IS UNCHANGED FROM THE PRIOR YEAR. THE COMMUNITY FOUNDATION HOLDING COMPANY INC 312 EAST CHURCH STREET FREDERICK MD 21701 522028247 PROVIDE FINANCIAL SUPPORT TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MD MD 501(C)(3) LINE 12A, I 1 THE AUSHERMAN FAMILY TRUST 7420 HAYWARD ROAD FREDERICK MD 21702 527165889 PROVIDE SUPPORT TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MD MD 501(C)(3) LINE 12A, I 0 THE PLEASANTS SUPPORTING CHARITABLE TRUST 24012 FREDERICK ROAD CLARKSBURG MD 20871 823576661 PROVIDE FINANCIAL SUPPORT TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MD MD 501(C)(3) LINE 12A, I 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0