THE MARION I AND HENRY JKNOTT SCHOLARSHIP FUND INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE MARION I AND HENRY JKNOTT SCHOLARSHIP FUND INC (EIN 52-1097109)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-10
IRS object ID
201831309349300718
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-10T11:09:35-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 INTERNATIONAL DRIVE SUITE 1400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521097109EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MARION I & HENRY J KNOTTBusinessNameLine1Txt
Business Name Line2SCHOLARSHIP FUND INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARIBusinessNameControlTxt
Phone4106172345PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N CHARLES STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRANDALL D GENTZLERPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone4106172345PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA FLANNERYPreparerPersonNm
PTINP00928918PTIN
Phone4102469301PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY STUART RODGERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 CHARLESBROOK ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21212ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$56,302,753GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.KNOTTSCHOLAR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTHE MARION I AND HENRY J KNOTT SCHOLARSHIP FUND'S (FUND'S) MISSION IS TO SUPPORT CERTAIN TAX EXEMPT INSTITUTIONS IN THE STATE OF MARYLAND.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI-$4,404TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$4,404NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,988,557PYInvestmentIncomeAmt
CY Investment Income$7,444,155CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$2,577CYOtherRevenueAmt
PY Total Revenue$1,988,557PYTotalRevenueAmt
CY Total Revenue$7,446,732CYTotalRevenueAmt
PY Grants And Similar Paid$1,536,029PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,967,691CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$440,270PYOtherExpensesAmt
CY Other Expenses$362,970CYOtherExpensesAmt
PY Total Expenses$1,976,299PYTotalExpensesAmt
CY Total Expenses$2,330,661CYTotalExpensesAmt
PY Revenues Less Expenses$12,258PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,116,071CYRevenuesLessExpensesAmt
Total Assets BOY$61,733,104TotalAssetsBOYAmt
Total Assets EOY$68,940,926TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$61,733,104NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$68,940,926NetAssetsOrFundBalancesEOYAmt
MissionTHE FUND'S MISSION IS TO SUPPORT CERTAIN TAX EXEMPT INSTITUTIONS IN THE STATE OF MARYLAND.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,967,691ExpenseAmt
Grant$1,967,691GrantAmt
DescTHE FUND PROVIDES GRANTS TO TAX EXEMPT EDUCATIONAL AND MEDICAL ORGANIZATIONS IN THE STATE OF MARYLAND, INCLUDING FOUR AREA HOSPITALS, THREE UNIVERSITIES, AND MULTIPLE SECONDARY SCHOOLS.Desc
Total Program Service Expenses$1,967,691TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T Filed0Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing AddressYes (1)OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RANDALL GENTZLER LOYOLA UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4106172345PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 N CHARLES STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21210ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
MARY STUART RODGERS
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
RANDALL GENTZLER
SECRETARY/TREASURER5.00Yes (X)Yes (X)$0$293,026$34,34650.00
MICHAEL POST
TRUSTEE1.00Yes (X)$0$176,536$33,30550.00
MARGARET C KNOTT RIEHL
TRUSTEE (THRU MAY 2017)1.00Yes (X)$0$0$0
MARTIN KNOTT
TRUSTEE1.00Yes (X)$0$0$0
KELLEY KILDUFF
TRUSTEE1.00Yes (X)$0$88,259$19,18850.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$557,821TotReportableCompRltdOrgAmt
Total Other Compensation$86,839TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,412,098TotalRevenueColumnAmt
Unrelated Business Revenue-$4,404UnrelatedBusinessRevenueAmt
Exclusion$1,416,502ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$54,888,078SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$48,856,021SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,032,057SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,032,057TotalRevenueColumnAmt
Exclusion$6,032,057ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Business900099BusinessCd
Total Revenue Column$2,577TotalRevenueColumnAmt
Exclusion$2,577ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,577OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,446,732TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$4,404UnrelatedBusinessRevenueAmt
Exclusion$7,451,136ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,311,576TotalAmt
Program Services$1,311,576ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$656,115TotalAmt
Program Services$656,115ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,581TotalAmt
Management And General$16,581ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$311,301TotalAmt
Management And General$311,301ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,234TotalAmt
Management And General$33,234ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$246TotalAmt
Management And General$246ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,608TotalAmt
Management And General$1,608ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,330,661TotalAmt
Program Services$1,967,691ProgramServicesAmt
Management And General$362,970ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,154,831BOYAmt
EOY$2,946,172EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,302,302BOYAmt
EOY$11,124,044EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$41,275,971BOYAmt
EOY$54,870,710EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$61,733,104BOYAmt
EOY$68,940,926EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$61,733,104BOYAmt
EOY$68,940,926EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,733,104BOYAmt
EOY$68,940,926EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$61,733,104BOYAmt
EOY$68,940,926EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,116,071ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,091,751NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Supported Org Information SupportedOrgInformationGrp (25 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
LOYOLA UNIVERSITY MARYLAND INC
5205916232Yes (1)$389,052$0
NOTRE DAME OF MARYLAND UNIVERSITY
5205916412Yes (1)$500,209$0
MOUNT ST MARY'S UNIVERSITY
5205916722Yes (1)$222,315$0
ARCHBISHOP CURLEY HIGH SCHOOL
5207405972Yes (1)$13,525$0
THE SETON KEOUGH HIGH SCHOOL
5208109372Yes (1)$0$0
CALVERT HALL COLLEGE HIGH SCHOOL
5206079662Yes (1)$139,185$0
CATHOLIC HIGH SCHOOL OF BALTIMORE
5206078882Yes (1)$20,100$0
INSTITUTE OF NOTRE DAME
5206825802Yes (1)$13,995$0
MERCY HIGH SCHOOL
5207354622Yes (1)$0$0
LOYOLA BLAKEFIELD
5211421522Yes (1)$118,200$0
NOTRE DAME PREPARATORY SCHOOL
5207337352Yes (1)$162,155$0
MOUNT SAINT JOSEPH HIGH SCHOOL
5211693082Yes (1)$0$0
OUR LADY OF MOUNT CARMEL HIGH SCHOOL
4526510902Yes (1)$0$0
SAINT MARY'S HIGH SCHOOL
5205914492Yes (1)$33,830$0
ST FRANCES ACADEMY
5217388952Yes (1)$0$0
THE JOHN CARROLL SCHOOL
5208003422Yes (1)$8,250$0
ST JOHN'S CATHOLIC PREPARATORY SCHOOL
5209549612Yes (1)$0$0
TOWSON CATHOLIC HIGH SCHOOL
5217012212Yes (1)$0$0
MARYVALE PREPARATORY SCHOOL
5211609352Yes (1)$0$0
ARCHBISHOP SPALDING HIGH SCHOOL
5208460812Yes (1)$84,025$0
MOUNT DE SALES HIGH SCHOOL INC
5211580232Yes (1)$62,850$0
SAINT JOSEPH MEDICAL CENTER INC
5205914613Yes (1)$50,000$0
MERCY MEDICAL CENTER INC
5205916583Yes (1)$50,000$0
BON SECOURS HOSPITAL BALTIMORE INC
5205915553Yes (1)$50,000$0
ST AGNES HOSPITAL FOUNDATION
5214150833Yes (1)$50,000$0
FieldValueIRS element (for citing)
Supported Organizations Total25SupportedOrganizationsTotalCnt
Support Sum$1,967,691SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgYes (1)OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY FUNDS$6,376,494F
PRIVATE REAL ASSET FUNDS$275,291F
WESTERN ASSET CORE (WACPX)$3,907,598F
HARBOR INTERNATIONAL (HAINX)$6,771,559F
VANGUARD RUSSELL 1000-INST (VRNIX)$15,075,172F
HEDGE FUNDS$13,208,253F
PUBLIC REAL ASSET FUNDS$5,362,165F
WEDGE SMID CAP VALUE ACCOUNT$3,894,178F
FieldValueIRS element (for citing)
Total Book Value Securities$54,870,710TotalBookValueSecuritiesAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$9,354,662RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$9,354,662SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$9,354,662TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BON SECOURS HOSPITAL BALTIMORE INC
2000 WEST BALTIMORE STREETBALTIMOREMD21223520591555501(C)(3)$50,000$0SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT
MERCY MEDICAL CENTER INC
345 ST PAUL PLACEBALTIMOREMD21202520591658501(C)(3)$50,000$0SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT
ST AGNES HOSPITAL FOUNDATION
900 CATON AVENUEBALTIMOREMD21229521415083501(C)(3)$50,000$0SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT
ST JOSEPH MEDICAL CENTER INC
7601 OSLER DRIVEBALTIMOREMD21204520591461501(C)(3)$50,000$0SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT
NOTRE DAME OF MARYLAND UNIVERSITY
4701 N CHARLES STREETBALTIMOREMD21210520591641501(C)(3)$500,209$0SCHOLARSHIP
MOUNT SAINT MARY'S UNIVERSITY
16300 OLD EMMITSBURG ROADEMMITSBURGMD21727520591672501(C)(3)$222,315$0SCHOLARSHIP
LOYOLA UNIVERSITY MARYLAND INC
4501 N CHARLES STREETBALTIMOREMD21210520591623501(C)(3)$389,052$0SCHOLARSHIP
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (10 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS FOR STUDENTS ATTENDING ARCHBISHOP SPALDING HIGH SCHOOL6$84,025
SCHOLARSHIPS FOR STUDENTS ATTENDING CALVERT HALL COLLEGE HIGH SCHOOL9$139,185
SCHOLARSHIPS FOR STUDENTS ATTENDING CATHOLIC HIGH SCHOOL OF BALTIMORE, INC.2$20,100
SCHOLARSHIPS FOR STUDENTS ATTENDING LOYOLA HIGH SCHOOL BLAKEFIELD5$118,200
SCHOLARSHIPS FOR STUDENTS ATTENDING MOUNT DE SALES HIGH SCHOOL INC6$62,850
SCHOLARSHIPS FOR STUDENTS ATTENDING NOTRE DAME PREPARATORY SCHOOL8$162,155
SCHOLARSHIPS FOR STUDENTS ATTENDING ST. MARY'S HIGH SCHOOL2$33,830
SCHOLARSHIPS FOR STUDENTS ATTENDING THE INSTITUTE OF NOTRE DAME1$13,995
SCHOLARSHIPS FOR STUDENTS ATTENDING ARCHBISHOP CURLEY HIGH SCHOOL1$13,525
SCHOLARSHIPS FOR STUDENTS ATTENDING THE JOHN CARROLL HIGH SCHOOL1$8,250

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE ONLY AWARDED TO TAX EXEMPT EDUCATIONAL AND MEDICAL ORGANIZATIONS IN THE STATE OF MARYLAND THAT ARE CONSIDERED SUPPORTED ORGANIZAITONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RANDALL GENTZLER
SECRETARY/TREASURER$0$293,026$0$0$0$0$0$23,850$0$10,496$0$327,372$0$0
MICHAEL POST
TRUSTEE$0$176,180$0$0$0$356$0$10,406$0$22,899$0$209,841$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 3BALL OF THE INFORMATION FOR THE FORM 990T IS NOT AVAILABLE AT THE TIME OF FILING THE FORM 990. THE FORM 990T HAS BEEN EXTENDED AND WILL BE FILED BY THE EXTENDED DUE DATE OF NOVEMBER 15, 2018. ESTIMATES OF UNRELATED BUSINESS INCOME ARE INCLUDED ON PART I AND PART VIII OF THE FORM 990.
FORM 990, PART VI, SECTION A, LINE 2MARY STUART RODGERS, MARTIN KNOTT AND MARGARET RIEHL HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE TREASURER AND THEN A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS, INCLUDING INTERESTS OF IMMEDIATE FAMILY MEMBERS AND ORGANIZATIONS IN WHICH THE BOARD MEMBER HAS A SIGNIFICANT MANAGEMENT FUNCTION OR A SIGNIFICANT OWNERSHIP INTEREST. ANY POTENTIAL CONFLICTS THAT ARISE DURING THE YEAR ARE IMMEDIATELY ADDRESSED THROUGH BOARD DISCUSSIONS. THE BOARD MEMBER WHOSE POTENTIAL CONFLICT OF INTEREST IS UNDER CONSIDERATION IS EXCLUDED FROM PARTICIPATION. THE DISCLOSURE OF THE CONFLICT OF INTEREST AND THE RELATED DELIBERATION AND VOTING RESULTS ARE DOCUMENTED IN THE MINUTES OF THE MEETING.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETCMARY STUART RODGERS - 125 CHARLESBROOK ROAD, BALTIMORE, MD 21212. RANDALL GENTZLER - 4501 N CHARLES STREET, JENKINS HALL 220, BALTIMORE, MD 21210. MICHAEL POST - 16300 OLD EMMITSBURG ROAD, EMMITSBURG, MD 21727. MARGARET C. (KNOTT) RIEHL - 7263 MAXMORE CREEK DR, EASTON, MD 21601. MARTIN KNOTT - 25969 MARENGO COURT, EASTON, MD 21601. KELLEY KILDUFF - 4701 NORTH CHARLES STREET, BALTIMORE, MD 21210.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
NOTRE DAME OF MARYLAND UNIVERSITY
4701 N CHARLES STREETBALTIMOREMD21210520591641UNIVERSITYMD501(C)(3)LINE 2N/A0
LOYOLA UNIVERSITY MARYLAND INC
4501 N CHARLES STREETBALTIMOREMD21210520591623UNIVERSITYMD501(C)(3)LINE 2N/A0
MOUNT ST MARY'S UNIVERSITY
16300 OLD EMMITSBURG ROADEMMITSBURGMD21727520591672UNIVERSITYMD501(C)(3)LINE 2N/A0
ARCHBISHOP CURLEY HIGH SCHOOL
3701 SINCLAIR LANEBALTIMOREMD21213520740597SCHOOLMD501(C)(3)LINE 2N/A0
CALVERT HALL COLLEGE HIGH SCHOOL
8102 LA SALLE ROADBALTIMOREMD21286520607966SCHOOLMD501(C)(3)LINE 2N/A0
CATHOLIC HIGH SCHOOL OF BALTIMORE
2800 EDISON HWYBALTIMOREMD21213520607888SCHOOLMD501(C)(3)LINE 2N/A0
INSTITUTE OF NOTRE DAME
901 AISQUITH STREETBALTIMOREMD21202520682580SCHOOLMD501(C)(3)LINE 2N/A0
MERCY HIGH SCHOOL
1300 E NORTHERN PARKWAYBALTIMOREMD21239520735462SCHOOLMD501(C)(3)LINE 2N/A0
LOYOLA HIGH SCHOOL BLAKEFIELD
500 CHESTNUT AVETOWSONMD21285521142152SCHOOLMD501(C)(3)LINE 2N/A0
NOTRE DAME PREPARATORY SCHOOL
815 HAMPTON LNTOWSONMD21286520733735SCHOOLMD501(C)(3)LINE 2N/A0
MOUNT SAINT JOSEPH HIGH SCHOOL
4403 FREDERICK AVENUEBALTIMOREMD21229521169308SCHOOLMD501(C)(3)LINE 2N/A0
OUR LADY OF MOUNT CARMEL HIGH SCHOOL
1706 OLD EASTERN AVENUEESSEXMD21221452651090SCHOOLMD501(C)(3)LINE 2N/A0
SAINT MARY'S HIGH SCHOOL
113 DUKE OF GLOUCESTER STANNAPOLISMD21401520591449SCHOOLMD501(C)(3)LINE 2N/A0
ST FRANCES ACADEMY
501 E CHASE STREETBALTIMOREMD21202521738895SCHOOLMD501(C)(3)LINE 2N/A0
THE JOHN CARROLL SCHOOL
703 E CHURCHVILLE RDBEL AIRMD21014520800342SCHOOLMD501(C)(3)LINE 2N/A0
THE SETON KEOUGH HIGH SCHOOL
1201 CATON AVENUEBALTIMOREMD21227520810937SCHOOLMD501(C)(3)LINE 2N/A0
ST JOHN'S CATHOLIC PREPARATORY SCHOOL
3989 BUCKEYSTOWN PIKEBUCKEYSTOWNMD21717520954961SCHOOLMD501(C)(3)LINE 2N/A0
TOWSON CATHOLIC HIGH SCHOOL
114 WARE AVENUETOWSONMD21204521701221SCHOOLMD501(C)(3)LINE 2N/A0
MARYVALE PREPARATORY SCHOOL
11300 FALLS ROADLUTHERVILLEMD21093521160935SCHOOLMD501(C)(3)LINE 2N/A0
ARCHBISHOP SPALDING HIGH SCHOOL
8080 NEW CUT ROARDSEVERNMD21144520846081SCHOOLMD501(C)(3)LINE 2N/A0
MOUNT DE SALES HIGH SCHOOL INC
700 ACADEMY RDBALTIMOREMD21228521158023SCHOOLMD501(C)(3)LINE 2N/A0
SAINT JOSEPH MEDICAL CENTER INC
7601 OSLER DRIVEBALTIMOREMD21204520591461HOSPITALMD501(C)(3)LINE 3N/A0
MERCY MEDICAL CENTER INC
345 ST PAUL PLACEBALTIMOREMD21202520591658HOSPITALMD501(C)(3)LINE 3N/A0
BON SECOURS HOSPITAL BALTIMORE INC
2000 WEST BALTIMORE STREETBALTIMOREMD21223520591555HOSPITALMD501(C)(3)LINE 3N/A0
ST AGNES HOSPITAL FOUNDATION
900 CATON AVENUEBALTIMOREMD21229551415083HOSPITALMD501(C)(3)LINE 3N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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