COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INCORPORATED: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INCORPORATED (EIN 52-1488711)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-08
- IRS object ID
- 201811289349301716
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-08T14:55:57-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521488711 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF FREDERICK | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY MARYLAND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 3016957660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 EAST CHURCH STREET | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH Y DAY | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 3016957660 | PhoneNum |
| Signature | 2018-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN KELLER | PreparerPersonNm |
| PTIN | P00245169 | PTIN |
| Phone | 4107275735 | PhoneNum |
| Preparation | 2018-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH Y DAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 EAST CHURCH STREET | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,356,852 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FREDERICKCOUNTYGIVES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | GENEROUS DONORS CREATE POSITIVE IMPACT IN THE LIVES OF FREDERICK COUNTY CITIZENS THROUGH GRANTS AND SCHOLARSHIPS. IN FY2017, GRANTS TOTALING $4,352,656 BENEFITED 256 NONPROFITS SERVING THE COMMUNITY, SUPPORTING THEIR CRITICAL PROGRAMS AND PROVIDING SERVICES TO THOUSANDS OF RESIDENTS. SCHOLARSHIPS FOR POST-SECONDARY STUDY (INCLUDING VOCATIONAL TRAINING) TOTALING $1,014,937 WERE AWARDED TO 357 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 139 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$18,429 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,069,519 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,539,653 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,325,069 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,550,297 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,394,588 | PYTotalRevenueAmt |
| CY Total Revenue | $9,089,950 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,737,239 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,367,593 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $875,035 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $939,654 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $390,588 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $853,940 | PYOtherExpensesAmt |
| CY Other Expenses | $948,787 | CYOtherExpensesAmt |
| PY Total Expenses | $7,466,214 | PYTotalExpensesAmt |
| CY Total Expenses | $7,256,034 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,928,374 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,833,916 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $104,694,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,906,022 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,978,771 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,928,168 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $95,715,941 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,977,854 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,298,728 | ExpenseAmt |
| Grant | $1,014,937 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,615,738 | ExpenseAmt |
| Grant | $4,352,656 | GrantAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,914,466 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAIL FITZGERALD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016957660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 EAST CHURCH STREET | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TOD P SALISBURY | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBRA S BORDEN | ||||||
| PAST CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN HESSLER | ||||||
| FIRST VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS E LYNCH III | ||||||
| SECOND VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HARRY GEORGE III | ||||||
| SECRETARY EFF. 10/1/16 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOANNE R MCCOY | ||||||
| SECRETARY THRU 9/30/16 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DALE T SUMMERS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| COLLEEN CHIDESTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACEY COLLINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CUMBERLAND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMARIS LITTLE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TED LUCK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK A MAYER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHABRI MOORE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY POWELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY L ROLLINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY MOTTER THRASHER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL K TREGONING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA K WALKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| C MATT WILEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL H DELAUTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOBIAS GREGORY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RACHEL I MANDEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL J SCHIFFMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES D SUMMERS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BLAKESLEE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CORNELIUS R FAY III | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA S PALMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH Y DAY | ||||||
| PRESIDENT & CEO | 50.00 | Yes (X) | $128,078 | $0 | $16,948 | |
| GAIL M FITZGERALD | ||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $109,159 | $0 | $14,803 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $237,237 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,751 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,539,653 | AllOtherContributionsAmt |
| Noncash Contributions | $348,728 | NoncashContributionsAmt |
| Total Contributions | $4,539,653 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,743,582 | TotalRevenueColumnAmt |
| Exclusion | $2,743,582 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,073,617 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,266,902 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,806,715 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,806,715 | TotalRevenueColumnAmt |
| Exclusion | $1,806,715 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,089,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,550,297 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,352,656 | TotalAmt |
| Program Services | $4,352,656 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,014,937 | TotalAmt |
| Program Services | $1,014,937 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,736 | TotalAmt |
| Program Services | $56,496 | ProgramServicesAmt |
| Management And General | $159,792 | ManagementAndGeneralAmt |
| Fundraising | $85,448 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,504 | TotalAmt |
| Program Services | $264,881 | ProgramServicesAmt |
| Management And General | $68,117 | ManagementAndGeneralAmt |
| Fundraising | $176,506 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,750 | TotalAmt |
| Program Services | $5,153 | ProgramServicesAmt |
| Management And General | $2,534 | ManagementAndGeneralAmt |
| Fundraising | $3,063 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,355 | TotalAmt |
| Program Services | $25,415 | ProgramServicesAmt |
| Management And General | $12,618 | ManagementAndGeneralAmt |
| Fundraising | $18,322 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,309 | TotalAmt |
| Program Services | $23,651 | ProgramServicesAmt |
| Management And General | $18,463 | ManagementAndGeneralAmt |
| Fundraising | $19,195 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,000 | TotalAmt |
| Program Services | $1,540 | ProgramServicesAmt |
| Management And General | $9,460 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,032 | TotalAmt |
| Management And General | $513,032 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,134 | TotalAmt |
| Program Services | $2,607 | ProgramServicesAmt |
| Management And General | $1,501 | ManagementAndGeneralAmt |
| Fundraising | $2,026 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,279 | TotalAmt |
| Program Services | $6,790 | ProgramServicesAmt |
| Management And General | $4,085 | ManagementAndGeneralAmt |
| Fundraising | $12,404 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,864 | TotalAmt |
| Program Services | $14,552 | ProgramServicesAmt |
| Management And General | $22,523 | ManagementAndGeneralAmt |
| Fundraising | $16,789 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,760 | TotalAmt |
| Program Services | $49,400 | ProgramServicesAmt |
| Management And General | $28,910 | ManagementAndGeneralAmt |
| Fundraising | $9,450 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,600 | TotalAmt |
| Program Services | $29,016 | ProgramServicesAmt |
| Management And General | $41,349 | ManagementAndGeneralAmt |
| Fundraising | $10,235 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,949 | TotalAmt |
| Program Services | $240 | ProgramServicesAmt |
| Management And General | $1,265 | ManagementAndGeneralAmt |
| Fundraising | $2,444 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,985 | TotalAmt |
| Program Services | $2,028 | ProgramServicesAmt |
| Management And General | $505 | ManagementAndGeneralAmt |
| Fundraising | $3,452 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,933 | TotalAmt |
| Program Services | $11,496 | ProgramServicesAmt |
| Management And General | $17,244 | ManagementAndGeneralAmt |
| Fundraising | $3,193 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,022 | TotalAmt |
| Program Services | $5,090 | ProgramServicesAmt |
| Management And General | $4,199 | ManagementAndGeneralAmt |
| Fundraising | $2,733 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENTS | $46,396 | $21,476 | $15,423 | $9,497 |
| DUES & SUBSCRIPTIONS | $24,623 | $10,004 | $10,939 | $3,680 |
| NEWSLETTER | $18,255 | $6,572 | $4,381 | $7,302 |
| ANNUAL REPORT | $14,209 | $5,115 | $7,673 | $1,421 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,746 | TotalAmt |
| Program Services | $5,351 | ProgramServicesAmt |
| Management And General | $6,967 | ManagementAndGeneralAmt |
| Fundraising | $3,428 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,256,034 | TotalAmt |
| Program Services | $5,914,466 | ProgramServicesAmt |
| Management And General | $950,980 | ManagementAndGeneralAmt |
| Fundraising | $390,588 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,950,422 | BOYAmt |
| EOY | $1,080,676 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,977 | BOYAmt |
| EOY | $142,737 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,634 | BOYAmt |
| EOY | $41,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $616,481 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $418,672 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,872 | BOYAmt |
| EOY | $197,809 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,044,129 | BOYAmt |
| EOY | $110,063,844 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,282,678 | BOYAmt |
| EOY | $2,379,948 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,694,712 | BOYAmt |
| EOY | $113,906,022 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,430,256 | BOYAmt |
| EOY | $1,453,808 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,548,515 | BOYAmt |
| EOY | $8,474,360 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,978,771 | BOYAmt |
| EOY | $9,928,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,800,881 | BOYAmt |
| EOY | $81,959,286 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,308,581 | BOYAmt |
| EOY | $12,359,816 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,606,479 | BOYAmt |
| EOY | $9,658,752 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,715,941 | BOYAmt |
| EOY | $103,977,854 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,694,712 | BOYAmt |
| EOY | $113,906,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,833,916 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,674,405 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$246,408 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,392,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,143,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,565,876 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,069,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,539,653 | CurrentTaxYearAmt |
| Total | $27,710,417 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,392,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,143,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,565,876 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,069,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,539,653 | CurrentTaxYearAmt |
| Total | $27,710,417 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,204,814 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,505,603 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,650,061 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,249,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,343,139 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,554,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,743,582 | CurrentTaxYearAmt |
| Total | $11,541,267 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,251,684 | TotalSupportAmt |
| Public Support CY170 | 0.11480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 145 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 575 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $947,757 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $3,591,896 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,064,897 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $4,302,696 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,669,993 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $96,149,838 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,675,359 | BeginningYearBalanceAmt |
| Contributions | $68,273 | ContributionsAmt |
| Investment Earnings Or Losses | $545,958 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $702,167 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,399 | OtherExpendituresAmt |
| End Year Balance | $11,570,024 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,894,072 | BeginningYearBalanceAmt |
| Contributions | $125,085 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,880 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $334,918 | GrantsOrScholarshipsAmt |
| End Year Balance | $11,675,359 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,321,616 | BeginningYearBalanceAmt |
| Contributions | $259,067 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $98,579 | GrantsOrScholarshipsAmt |
| Other Expenditures | $583,427 | OtherExpendituresAmt |
| End Year Balance | $11,894,072 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,438,024 | BeginningYearBalanceAmt |
| Contributions | $42,352 | ContributionsAmt |
| Investment Earnings Or Losses | $902,659 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $61,419 | GrantsOrScholarshipsAmt |
| End Year Balance | $12,321,616 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,936,821 | BeginningYearBalanceAmt |
| Contributions | $25,916 | ContributionsAmt |
| Investment Earnings Or Losses | $552,903 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $77,616 | GrantsOrScholarshipsAmt |
| End Year Balance | $11,438,024 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.83480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $380,089 | OtherCostOrOtherBasisAmt |
| Depreciation | $233,851 | DepreciationAmt |
| Book Value | $146,238 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $236,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $184,821 | DepreciationAmt |
| Book Value | $51,571 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $197,809 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS | $1,781,259 |
| FUNDS HELD FOR OTHERS (FAS 136) | $6,693,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,474,360 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,264,317 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,674,405 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $311,811 | OtherRevenueAmt |
| Revenue Not Reported | $6,986,216 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,278,101 | RevenueSubtotalAmt |
| Other Revenues Not Included | $811,849 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $811,849 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,089,950 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,999,396 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $14,535 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $14,535 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,984,861 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $271,173 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $271,173 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,256,034 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11,189. RELATED ORGANIZATION INCOME 17,543. CHANGE IN PV OF FUTURE INTEREST 283,079. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDS HELD FOR OTHERS 811,849. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION EXPENSES 14,535. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDS HELD FOR OTHERS 271,173. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | ENDOWMENT INVESTMENTS OFF SHORE | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,470,764 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,470,764 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,470,764 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (98 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 22 NEEDS A FACE INC | |||||||
| 10997 TYLER COURT STE 3 | IJAMSVILLE | MD | 21754 | 471798824 | 501(C)(3) | $10,500 | PLATOON 22 UNRESTRICTED |
| ADVENTIST HEALTH CARE INC | |||||||
| 1801 RESEARCH BLVD 400 | ROCKVILLE | MD | 20850 | 521532556 | 501(C)(3) | $27,833 | UNRESTRICTED |
| ADVOCATES FOR HOMELESS FAMILIES INC | |||||||
| 216 ABRECHT PL | FREDERICK | MD | 21701 | 521591139 | 501(C)(3) | $43,661 | URBAN GARDEN PROGRAM, CHILDREN'S ACTIVITIES; TRANSITIONAL HOUSING PROGRAM; CHILDCARE AND TRANSPORTATION FOR HOMELESS WOMEN |
| ALL SAINTS EPISCOPAL CHURCH | |||||||
| 106 WEST CHURCH ST | FREDERICK | MD | 21701 | 520610441 | 501(C)(3) | $30,792 | BUILDING FUND; UNRESTRICTED; RENOVATIONS AND MAINTENANCE |
| AMERICAN NATIONAL RED CROSS | |||||||
| NATIONAL HEADQUARTERS PO BOX 37243 | WASHINGTON | DC | 20013 | 530196605 | 501(C)(3) | $15,572 | DIRECT ASSISTANCE TO FREDERICK COUNTY,AND HAGERSTOWN RESIDENTS IN NEED OF SERVICES, WV FLOOD VICTIMSUNRESTRICTED |
| ARC OF FREDERICK COUNTY INC | |||||||
| 620-A RESEARCH DR | FREDERICK | MD | 217038619 | 526055211 | 501(C)(3) | $227,145 | LOCAL SERVICES; LAWN MOWER AND SHED;BUILDING FUND; TOILET CHAIR;PLANTS & GARDEN SUPPLIES; UNRESTRICTED |
| ASIAN AMERICAN CENTER OF FREDERICK | |||||||
| 1080 WEST PATRICK ST | FREDERICK | MD | 21703 | 861140556 | 501(C)(3) | $58,705 | HEALTH RELATED ACTIVITIES FOR FREDERICK COUNTY RESIDENTS; PROJECT COORDINATOR AND INTERPRETER SERVICES |
| BLESSINGS IN A BACKPACK INC | |||||||
| PO BOX 950291 | LOUISVILLE | KY | 40295 | 261964620 | 501(C)(3) | $24,100 | FREDERICK COUNTY PROGRAM FOR WEEKEND BACKPACKS |
| BOY SCOUTS OF AMERICA | |||||||
| 9190 ROCKVILLE PIKE | BETHESDA | MD | 20814 | 530204610 | 501(C)(3) | $11,739 | STONES FOR WALKERSVILLE WATERSHED FOR BS CAMP; USED BACKHOE AND EQUIPMENT CONTAINER |
| BOYS & GIRLS CLUB OF FREDERICK COUNTY INC | |||||||
| 413 BURCK ST | FREDERICK | MD | 21701 | 521107974 | 501(C)(3) | $68,143 | UNRESTRICTED AND OPERATING EXPENSES RELATED TO PROGRAMS FOR AT-RISK CHILDREN & YOUTH |
| DEPARTMENT OF NEUROLOGY CHILDREN'S NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | 211547370 | 501(C)(3) | $6,400 | CAMP NEW FRIENDS |
| BROADFORDING BIBLE BRETHREN CHURCH OF WASHINGTON COUNTY MD | |||||||
| 13523 BROADFORDING CHURCH RD | HAGERSTOWN | MD | 21740 | 237205826 | 501(C)(3) | $28,031 | UNRESTRICTED |
| C&O CANAL TRUST INC | |||||||
| 1850 DUAL HIGHWAY STE 100 | HAGERSTOWN | MD | 21740 | 300401642 | 501(C)(3) | $17,197 | FREDERICK COUNTY C&O CANAL PRIDE DAYS EXPENSES |
| CALVARY UNITED METHODIST CHURCH | |||||||
| 131 WEST SECOND ST | FREDERICK | MD | 21701 | 520685068 | 501(C)(3) | $8,448 | PRE-SCHOOL SCHOLARSHIPS; UNRESTRICTED |
| CARE NET PREGNANCY CENTER OF FREDERICK COUNTY | |||||||
| 707 NORTH MARKET ST | FREDERICK | MD | 21701 | 521322581 | 501(C)(3) | $14,543 | CAR SEATS; PARENTING EDUCATION OR LIFE SKILLS SERVICES; UNRESTRICTED; DIAPERS CLOTHING AND BABY FURNITURE FOR FREDERICK COUNTY RESIDENTS |
| CARROLL MANOR FIRE COMPANY | |||||||
| PO BOX 7 | ADAMSTOWN | MD | 21710 | 521293774 | 501(C)(3) | $10,560 | UNRESTRICTED |
| CHILDREN OF INCARCERATED PARENTS PARTNERSHIP INC | |||||||
| 275 WEST PATRICK ST | FREDERICK | MD | 21701 | 273552072 | 501(C)(3) | $15,171 | UNRESTRICTED; EDUCATION ASSISTANCE;CHILDREN'S SUPPORT AND ACTIVITIES |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER RD 3 | WASHINGTON | MD | 20910 | 521640402 | 501(C)(3) | $130,650 | TEENS WITH CANCER |
| CHURCH OF THE TRANSFIGURATION | |||||||
| 6909 MARYLAND AVE | BRADDOCK HEIGHTS | MD | 21714 | 521549171 | 501(C)(3) | $228,619 | UNRESTRICTED |
| CITY OF FREDERICK ECONOMIC DEVELOPMENT | |||||||
| 101 NORTH COURT ST | FREDERICK | MD | 21701 | 526000789 | CITY OF FREDERICK | $9,569 | BEST PLACES TO WORK EVENT; CITY OF FREDERICK DAY |
| COMMUNITY LIVING INC | |||||||
| 620B RESEARCH CT | FREDERICK | MD | 21703 | 521158064 | 501(C)(3) | $13,686 | WHEELCHAIR ACCESSIBLE VAN |
| COUNCIL ON FOUNDATIONS | |||||||
| 2121 CRYSTAL DR SUITE 700 | ARLINGTON | VA | 22202 | 136068327 | 501(C)(3) | $12,850 | UNRESTRICTED |
| DELAPLAINE VISUAL ARTS EDUCATION CENTER | |||||||
| 40 S CARROLL ST | FREDERICK | MD | 21701 | 521481592 | 501(C)(3) | $21,855 | ART CLASSES FOR CHILDREN; UNRESTRICTED |
| DOWNTOWN FREDERICK PARTNERSHIP INC | |||||||
| 19 E CHURCH ST | FREDERICK | MD | 21701 | 521682341 | 501(C)(3) | $58,270 | FLOWERS OVER FREDERICK PROGRAM |
| DR J ELMER HARP MEDICAL CENTER INC | |||||||
| 400 EAST MAIN ST | MIDDLETOWN | MD | 21769 | 521076100 | 501(C)(3) | $10,403 | SCHOLARSHIPS |
| ENVISION FREDERICK COUNTY INC | |||||||
| PO BOX 481 | FREDERICK | MD | 21705 | 274539613 | 501(C)(3) | $40,000 | OPERATING EXPENSES |
| EVANGELICAL LUTHERAN CHURCH | |||||||
| 35 EAST CHURCH ST | FREDERICK | MD | 21701 | 520627772 | 501(C)(3) | $17,000 | FINE ARTS SERIES; UNRESTRICTED |
| FAITHPOINT UNITED METHODIST CHURCH | |||||||
| PO BOX 133 | MONROVIA | MD | 21770 | 611405948 | 501(C)(3) | $19,625 | CHARACTER COACHING PROGRAM AT URBANA, BRUNSWICK AND MIDDLETOWN SCHOOLS |
| FAMILY PARTNERSHIP OF FREDERICK COUNTY | |||||||
| 8420 GAS HOUSE PIKE | FREDERICK | MD | 21701 | 526000943 | FREDERICK COUNTY | $48,253 | BRIGHT FUTURES PROGRAM |
| FEDERATED CHARITIES CORPORATION OF FREDERICK | |||||||
| 22 S MARKET ST | FREDERICK | MD | 21701 | 520608003 | 501(C)(6) | $7,306 | UNRESTRICTED; KNEE SCOOTERS;EMERGENCY ASSISTANCE TO FREDERICK COUNTY RESIDENTS; HEALTHCARE EQUIPMENT AND MAINTENANCE |
| FIRST UNITED METHODIST CHURCH OF BRUNSWICK | |||||||
| 7 SOUTH MARYLAND AVENUE | BRUNSWICK | MD | 21716 | 520635083 | 501(C)(3) | $5,253 | UNRESTRICTED |
| FREDERICK COMMUNITY ACTION AGENCY | |||||||
| 100 S MARKET ST | FREDERICK | MD | 21701 | 521036628 | 501(C)(3) | $74,305 | RENTAL COSTS OF PERMANENT SUPPORTIVE HOUSING; UNRESTRICTEDFOOD BANK;EKG MACHINE & DISHWASHER; SCHOOL-BASED HEALTHCARE; OPERATING COSTS; MEDICAL SUPPLIES & MEDS |
| FREDERICK COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 7932 OPOSSUMTOWN PIKE | FREDERICK | MD | 21702 | 521231768 | 501(C)(3) | $33,914 | UNRESTRICTED; DRUNK BUSTER KART & GOGGLES; CHILDCARE AND TRANSPORTATION |
| FREDERICK COUNTY DEPARTMENT OF SOCIAL SERVICES | |||||||
| 100 E ALL SAINTS ST | FREDERICK | MD | 21705 | 526002033 | FREDERICK COUNTY | $7,000 | GIFTS/GIFT CARDS FOR CHILDREN/TEENS UNDER DDS SUPERVISION |
| FREDERICK COUNTY DEVELOPMENT CENTER | |||||||
| 350 MONTEVUE LN | FREDERICK | MD | 21702 | 526000943 | FREDERICK COUNTY | $9,067 | PRESCHOOL READINESS CLASSES |
| FREDERICK COUNTY HEALTH DEPARTMENT | |||||||
| 350 MONTEVUE LN | FREDERICK | MD | 21702 | 861131979 | FREDERICK COUNTY | $23,209 | ELECTRIC SCOOTER;PRENATAL CARE PROGRAM; CLIENT SERVICES;LIFT CHAIR; CAR MODIFICATION |
| FREDERICK COUNTY LANDMARKS FOUNDATION INC | |||||||
| 1110 ROSEMONT AVE | FREDERICK | MD | 21701 | 237241926 | 501(C)(3) | $14,965 | HISTORIC PRESERVATION |
| FREDERICK COUNTY PUBLIC LIBRARIES | |||||||
| 110 EAST PATRICK ST | FREDERICK | MD | 21701 | 520591537 | FREDERICK COUNTY | $17,079 | FREDERICK READS PROGRAM; LIBRARY PROGRAMS AND MATERIALS |
| FREDERICK COUNTY PUBLIC SCHOOLS | |||||||
| 191 SOUTH EAST ST | FREDERICK | MD | 21701 | 526000941 | 501(C)(3) | $32,828 | ARCHERY PROGRAM; BOOKS; SCOREBOARDS;GIRDLES FOR FOOTBALL TEAM; IN SCHOOLS PROGRAM;SHEET MUSIC; TEAMLINK INCENTIVE PROGRAM ; |
| FREDERICK MEMORIAL HOSPITAL | |||||||
| 400 WEST 7TH ST | FREDERICK | MD | 21701 | 520591612 | 501(C)(3) | $793,069 | UNRESTRICTED; EMERGENCY SERVICES;CAPITAL IMPROVEMENTS |
| FREDERICK RESCUE MISSION INC | |||||||
| 419 WEST SOUTH ST | FREDERICK | MD | 21701 | 520813371 | 501(C)(3) | $71,365 | PARTIAL SALARY FOR CASE MANAGER;UNRESTRICTED; EQUIPMENT FAITH HOUSE; SECURITY SYSTEM; MATTRESSES,RENOVATIONS;COMMERCIAL FRYER |
| FRIENDS OF BAKER PARK INC | |||||||
| PO BOX 4146 | FREDERICK | MD | 21705 | 521759639 | 501(C)(3) | $33,420 | CULLER LAKE DESIGN AND RENOVATIONS |
| FRIENDS OF THE CHILD ADVOCACY CENTER | |||||||
| 4210 SPRINGVIEW CT | JEFFERSON | MD | 21755 | 205149362 | 501(C)(3) | $15,000 | TRAINING SEMINARS |
| WELLS HOUSE INC DBA GALE RECOVERY INC | |||||||
| 608 E PATRICK ST | FREDERICK | MD | 21701 | 521061150 | 501(C)(3) | $34,359 | HOUSING COUNSELING AND BEHAVIORAL HEALTHCARE SERVICES |
| GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL | |||||||
| 4301 CONNECTICUT AVE NW SUITE M-2 | WASHINGTON | DC | 20008 | 540732966 | 501(C)(3) | $11,668 | FINANCIAL ASSISTANCE FOR GIRLS' MEMBERSHIPS BADGES, PINS, CAMPS, ACTIVITIES, ETC. |
| GIRLS ON THE RUN OF FREDERICK COUNTY INC | |||||||
| PO BOX 1034 | FREDERICK | MD | 21702 | 461318452 | 501(C)(3) | $5,120 | SCHOOL PROJECT |
| GLADE UNITED CHURCH OF CHRIST | |||||||
| 21 FULTON AVENUE | WALKERSVILLE | MD | 21793 | 520679615 | 501(C)(3) | $9,050 | CHURCH CEMETERY AND UNRESTRICTED |
| GOOD SHEPHERD EVANGELICAL LUTHERAN CHURCH | |||||||
| 1415 W 7TH ST | FREDERICK | MD | 21701 | 526013963 | 501(C)(3) | $10,000 | ELCA WORLD HUNGER AND UNRESTRICTED |
| GOODWILL INDUSTRIES OF THE MONOCACY VALLEY INC | |||||||
| 400 EAST CHURCH STREET | FREDERICK | MD | 21701 | 237047548 | 501(C)(3) | $7,788 | UNRESTRICTED |
| GRACE UNITED CHURCH OF CHRIST | |||||||
| 25 EAST SECOND STREET | FREDERICK | MD | 21701 | 520607994 | 501(C)(3) | $6,921 | UNRESTRICTED |
| GRACEHAM MORAVIAN CHURCH | |||||||
| 8231-A ROCKY RIDGE RD | THURMONT | MD | 21788 | 520607996 | 501(C)(3) | $45,856 | UNRESTRICTED |
| HABITAT FOR HUMANITY OF FREDERICK COUNTY | |||||||
| 2 EAST CHURCH ST 3RD FL | FREDERICK | MD | 21705 | 521820647 | 501(C)(3) | $10,014 | UNRESTRICTED, HANDICAP ACCESSIBLE BATHROOM,BEDROOM FOUNDATION WALLS |
| HEARTLY HOUSE INC | |||||||
| PO BOX 857 | FREDERICK | MD | 21705 | 521186250 | 501(C)(3) | $30,145 | RENTAL & SECURITY DEPOSIT ASSISTANCE, FOOD AND SUPPLIES YOUTH ACTIVITIES AND SERVICES, OPERATING EXPENSES FOR AT-RISK CHILDREN AND YOUTH PROGRAMS, UNRESTRICTED |
| HISTORICAL SOCIETY OF FREDERICK COUNTY INC | |||||||
| 24 EAST CHURCH STREET | FREDERICK | MD | 21701 | 526050333 | 501(C)(3) | $54,519 | ART CONTEST AWARDS, NETWORK & CABLING, UNRESTRICTED |
| HOMEWOOD AT CRUMLAND FARMS | |||||||
| 7407 WILLOW ROAD | FREDERICK | MD | 21702 | 521931794 | 501(C)(3) | $20,500 | ALZHEIMER PROGRAMS AND UNRESTRICTED |
| HOMEWOOD FOUNDATION INC | |||||||
| PO BOX 250 | WILLIAMSPORT | MD | 21795 | 521892689 | 501(C)(3) | $24,188 | SUPPORT WILLOWS UNIT AND UNRESTRICTED |
| HOOD COLLEGE | |||||||
| 401 ROSEMONT AVE | FREDERICK | MD | 21701 | 520591608 | 501(C)(3) | $43,265 | SUMMER CONCERT SERIES, MATH DAY, SCHOLARSHIPS; UNRESTRICTED |
| HOSPICE OF FREDERICK COUNTY INC | |||||||
| PO BOX 1799 | FREDERICK | MD | 21702 | 521164513 | 501(C)(3) | $20,811 | CAMP JAMIE AND UNRESTRICTED |
| HOUSING AUTHORITY OF THE CITY OF FREDERICK | |||||||
| 209 MADISON ST | FREDERICK | MD | 21701 | 526001395 | 501(C)(3) | $38,780 | SCHOLARSHIPS FOR RESIDENTS OF HOUSING AUTHORITY CHILDCARE & TRANSPORTATION & EDUCATIONAL EXPENSES CLOTHING, SUPPLIES FOR EMPLOYMENT & INTERN SUPPORTPROJECT OPERATING EXPENSES |
| HOWARD CHAPEL RIDGEVILLE UNITED METHODIST CHURCH | |||||||
| 1970 LONG CORNER RD | MOUNT AIRY | MD | 21771 | 521079627 | 501(C)(3) | $250,652 | UNRESTRICTED |
| INTERFAITH HOUSING ALLIANCE INC | |||||||
| 5301 BUCKEYSTOWN PIKE | FREDERICK | MD | 21704 | 521708782 | 501(C)(3) | $18,934 | CREDIT & HOUSING COUNSELING SESSIONS AND REPORTS FOR PARTICIPANTS, UNRESTRICTED. |
| LIONS CLUB OF FREDERICK | |||||||
| PO BOX 756 | FREDERICK | MD | 21705 | 237414856 | 501(C)(3) | $6,281 | OPTOMETRIST SERVICES AND EYEGLASS PURCHASES |
| LITERACY COUNCIL OF FREDERICK COUNTY INC | |||||||
| 110 EAST PATRICK ST | FREDERICK | MD | 21701 | 521100228 | 501(C)(3) | $21,423 | BOOKS & EDUCATIONAL MATERIALS OPERATING EXPENSES |
| MAIN STREET HOUSING INC | |||||||
| 7310 ESQUIRE CT 14 | ELKRIDGE | MD | 21075 | 522322163 | 501(C)(3) | $5,310 | AFFORDABLE HOUSING DEVELOPMENT |
| MARRIAGE RESOURCE CENTER OF FREDERICK COUNTY INC | |||||||
| PO BOX 1852 | FREDERICK | MD | 21702 | 205500387 | 501(C)(3) | $35,803 | CURRICULUM & INSTRUCTOR MATERIALS; EDUCATIONAL MATERIALS FOR STUDENTS IN FREDERICK COUNTY |
| MARYLAND 4-H CLUB FOUNDATION INC | |||||||
| 8020 GREENMEAD DRIVE | COLLEGE PARK | MD | 20815 | 526056016 | 501(C)(3) | $27,833 | UNRESTRICTED |
| MARYLAND FFA FOUNDATION INC | |||||||
| PO BOX 3241 | SILVER SPRING | MD | 20918 | 521354382 | 501(C)(3) | $28,699 | UNRESTRICTED |
| MCDANIEL COLLEGE | |||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 211574390 | 520591694 | 501(C)(3) | $5,202 | UNRESTRICTED; SCHOLARSHIPS |
| MENTAL HEALTH ASSOCIATION OF FREDERICK COUNTY INC | |||||||
| 226 SOUTH JEFFERSON ST | FREDERICK | MD | 21701 | 520968521 | 501(C)(3) | $84,554 | PROJECT OPERATING EXPENSES, CASE MANAGER SALARY, UNRESTRICTED |
| MISSION OF MERCY INC | |||||||
| 22 S MARKET ST | FREDERICK | MD | 21701 | 860704883 | 501(C)(3) | $66,465 | UNRESTRICTED, MEDICATIONS, PROJECT OPERATING COSTS |
| MONTGOMERY COUNTY PUBLIC SCHOOLS | |||||||
| 8501 HUNGERFORD DRIVE 149 | ROCKVILLE | MD | 20850 | 521804509 | 501(C)(3) | $55,665 | UNRESTRICTED |
| MONTGOMERY UNITED METHODIST CHURCH | |||||||
| 28325 KEMPTOWN RD | DAMASCUS | MD | 20872 | 237420311 | 501(C)(3) | $14,200 | UNRESTRICTED AND DRIVEWAY PAVING |
| MOUNT OLIVET CEMETERY | |||||||
| 515 SOUTH MARKET ST | FREDERICK | MD | 21701 | 520422430 | 501(C)(13) | $60,504 | KEY CHAPEL HARDSCAPE EXTENSION |
| NATIONAL LUTHERAN HOME FOR THE AGED | |||||||
| 9701 VIERS DRIVE | ROCKVILLE | MD | 20850 | 530196624 | 501(C)(3) | $10,000 | UNRESTRICTED |
| NATIONAL OPERA ASSOCIATION | |||||||
| PO BOX 60869 | CANYON | TX | 790160869 | 386089684 | 501(C)(3) | $7,500 | SCHOLARSHIP |
| NEUROFIBROMATOSIS MID-ATLANTIC INC | |||||||
| 213 VILLAGE SQUARE II | BALTIMORE | MD | 21210 | 222580179 | 501(C)(3) | $7,000 | UNRESTRICTED |
| OPERATION SECOND CHANCE INC | |||||||
| 22708 BIRCHCREST LN | CLARKSBURG | MD | 20871 | 202624345 | 501(C)(3) | $15,404 | ACTION TRACKCHAIR |
| PARTNERS IN CARE INC | |||||||
| 90B RITCHIE HIGHWAY | PASADENA | MD | 21122 | 521911806 | 501(C)(3) | $11,468 | PROVIDING TRANSPORTATION TO FREDERICK COUNTY SENIOR POPULATION |
| PATTY POLLATOS FUND INC | |||||||
| 11102 EAGLE TRACE DR | NEW MARKET | MD | 21774 | 522272934 | 501(C)(3) | $44,332 | TRUCK, HEALTH INSURANCE PAYMENTS, MEDICAL, MEDICATION, EQUIPMENT, THERAPY AND RESPITE CARE; LIVING EXPENSES FOR KIDS WITH MEDICAL NEEDS |
| PLANNED PARENTHOOD OF MARYLAND | |||||||
| 330 N HOWARD ST | BALTIMORE | MD | 21201 | 520607930 | 501(C)(3) | $6,000 | UNRESTRICTED |
| RELIGIOUS COALITION FOR EMERGENCY HUMAN NEEDS | |||||||
| 27 DEGRANGE ST | FREDERICK | MD | 21701 | 521449375 | 501(C)(3) | $141,819 | HOUSING PLACEMENT SERVICES, DIRECT HOUSING STABILIZATION, RENTAL, SECURITY DEPOSIT, UTILITY EXPENSES, SCHOOL SUPPLIES, DEHUMIDIFIER, ELECTRIC PANEL, DENTAL SERVICES, PRESCRIPTIONS, SHELTER, AND UNRESTRICTED |
| SAINT JOHN'S CATHOLIC PREP | |||||||
| 3989 BUCKEYSTOWN PIKE | BUCKEYSTOWN | MD | 21717 | 520954961 | 501(C)(3) | $19,714 | SCHOLARSHIPS AND SPORTS RELATED FACILITIES |
| SALVATION ARMY | |||||||
| 223 W FIFTH ST | FREDERICK | MD | 21702 | 222406433 | 501(C)(3) | $12,087 | UNRESTRICTED AND EMERGENCY ASSISTANCE |
| SECOND CHANCES GARAGE INC | |||||||
| 528 N MARKET STREET | FREDERICK | MD | 21701 | 271336325 | 501(C)(3) | $27,431 | AUTOMOTIVE LIFT & SPRING COMPRESSOR, CAR REPAIRS FOR WOMEN AND OPERATING EXPENSES |
| SETON CENTER INC | |||||||
| 16840 S SETON AVE | EMMITSBURG | MD | 21727 | 521182284 | 501(C)(3) | $15,540 | DENTAL PROGRAMS |
| SHIP OF FREDERICK COUNTY | |||||||
| PO BOX 1629 | FREDERICK | MD | 21702 | 260549905 | 501(C)(3) | $21,888 | UNRESTRICTED AND SUMMER PROGRAM OPERATING COSTS |
| THE FREDERICK CENTER INC | |||||||
| PO BOX 3231 | FREDERICK | MD | 217053231 | 461705400 | 501(C)(3) | $5,144 | UNRESTRICTED, HIV TEST KITS, SUPPORT GROUP STAFF EXPENSES |
| THE MONOCACY FOUNDATION INC | |||||||
| 620-B RESEARCH CT | FREDERICK | MD | 21703 | 521953383 | 501(C)(3) | $9,695 | MEDICAL CARE, TRANSPORTATION, LODGING AND UNRESTRICTED |
| THE YOUTH RANCH | |||||||
| PO BOX 42 | BUCKEYSTOWN | MD | 21717 | 521055741 | 501(C)(3) | $5,300 | UNRESTRICTED |
| TRINITY UNITED METHODIST CHURCH | |||||||
| 703 W PATRICK ST | FREDERICK | MD | 21701 | 520955026 | 501(C)(3) | $6,238 | COUNSELING EXPENSES |
| UNITED WAY OF FREDERICK COUNTY INC | |||||||
| 629 NORTH MARKET ST | FREDERICK | MD | 21701 | 520607973 | 501(C)(3) | $21,000 | UNRESTRICTED AND UNITY CAMPAIGN |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | |||||||
| 1221 SYMONS HALL | COLLEGE PARK | MD | 20742 | 522197313 | 501(C)(3) | $27,833 | UNRESTRICTED |
| UNIVERSITY OF ROCHESTER | |||||||
| PO BOX 270032 | ROCHESTER | NY | 14627 | 160743209 | 501(C)(3) | $42,274 | PIANO CONCERTS |
| WALKERSVILLE UNITED METHODIST CHURCH | |||||||
| 22 MAIN ST | WALKERSVILLE | MD | 21793 | 526043801 | 501(C)(3) | $6,640 | UNRESTRICTED AND DRIVEWAY |
| WEINBERG CENTER FOR THE ARTS INC | |||||||
| 20 WEST PATRICK ST | FREDERICK | MD | 21701 | 521900511 | 501(C)(3) | $5,034 | UNRESTRICTED, FREE PERFORMANCES FOR ELDERLY; DISPLAY UNIT & STORAGE, FREE PERFORMANCES FOR CHILDREN WITH CATASTROPHIC HEALTH CONCERNS |
| WOMEN TO WOMEN MENTORING INC | |||||||
| PO BOX 1660 | FREDERICK | MD | 21702 | 475036335 | 501(C)(3) | $9,650 | CLASSROOM RENTAL FEES, WORKSHOP SUPPLIES AND SALARY EXPENSES FOR PROGRAM MANAGER AND EXECUTIVE DIRECTOR |
| YMCA OF FREDERICK COUNTY | |||||||
| 1000 NORTH MARKET ST | FREDERICK | MD | 21701 | 520607953 | 501(C)(3) | $33,394 | UNRESTRICTED, BASEMENT FLOOD REMEDIATION PROJCECT |
| YOUTH FOR CHRIST USA | |||||||
| PO BOX 3944 | FREDERICK | MD | 21705 | 311755440 | 501(C)(3) | $14,042 | UNRESTRICTED AND FOR OPERATING EXPENSES FOR AT-RISK CHILDREN AND YOUTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 96 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 357 | RecipientCnt |
| Cash Grant | $1,014,937 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRITTANY WALKER | PersonNm |
| Relationship With Org | DAUGHTER OF TRUSTEE BARBARA WALKER | RelationshipWithOrgTxt |
| Cash Grant | $2,500 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATIONAL | AssistancePurposeTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART III, GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $318,713 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,015 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | PUBLICLY TRADED STOCK IS PLACED IN AN ACCOUNT AND SOLD BY A BROKERAGE FIRM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CORNELIUS R. FAY, III AND TED LUCK - 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 283,079. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 11,189. FUNDS HELD FOR OTHERS -540,676. |
| PART XII, LINE 2C | THE PROCESS REGARDING THE PREPARATION OF THE AUDITED FINANCIAL STATEMENTS IS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 | Yes (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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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