2018-05-10T11:09:35-05:00 2017-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2017-01-01 521097109 THE MARION I & HENRY J KNOTT SCHOLARSHIP FUND INC MARI 4106172345 4501 N CHARLES STREET BALTIMORE MD 21210 RANDALL D GENTZLER SECRETARY/TREASURER 4106172345 2018-05-10 1 JULIA FLANNERY P00928918 4102469301 2017 2022-09-23 18:48:47Z MARY STUART RODGERS 125 CHARLESBROOK ROAD BALTIMORE MD 21212 56302753 0 X WWW.KNOTTSCHOLAR.ORG X 1986 MD THE MARION I AND HENRY J KNOTT SCHOLARSHIP FUND'S (FUND'S) MISSION IS TO SUPPORT CERTAIN TAX EXEMPT INSTITUTIONS IN THE STATE OF MARYLAND. 5 2 0 5 -4404 -4404 0 0 0 0 1988557 7444155 0 2577 1988557 7446732 1536029 1967691 0 0 0 0 0 0 0 440270 362970 1976299 2330661 12258 5116071 61733104 68940926 0 0 61733104 68940926 THE FUND'S MISSION IS TO SUPPORT CERTAIN TAX EXEMPT INSTITUTIONS IN THE STATE OF MARYLAND. 0 0 1967691 1967691 THE 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. 1967691 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 0 0 MD X RANDALL GENTZLER LOYOLA UNIVERSITY 4106172345 4501 N CHARLES STREET BALTIMORE MD 21210 MARY STUART RODGERS PRESIDENT 1.00 X X 0 0 0 RANDALL GENTZLER SECRETARY/TREASURER 5.00 50.00 X X 0 293026 34346 MICHAEL POST TRUSTEE 1.00 50.00 X 0 176536 33305 MARGARET C KNOTT RIEHL TRUSTEE (THRU MAY 2017) 1.00 X 0 0 0 MARTIN KNOTT TRUSTEE 1.00 X 0 0 0 KELLEY KILDUFF TRUSTEE 1.00 50.00 X 0 88259 19188 0 557821 86839 0 0 1 0 0 1412098 -4404 1416502 54888078 48856021 6032057 6032057 6032057 TAX REFUND 900099 2577 2577 2577 7446732 0 -4404 7451136 1311576 1311576 656115 656115 16581 16581 311301 311301 33234 33234 246 246 1608 1608 2330661 1967691 362970 0 5154831 2946172 15302302 11124044 41275971 54870710 61733104 68940926 0 0 X 61733104 68940926 61733104 68940926 61733104 68940926 5116071 2091751 0 X 0 0 0 X X X 25 LOYOLA UNIVERSITY MARYLAND INC 520591623 2 1 389052 0 NOTRE DAME OF MARYLAND UNIVERSITY 520591641 2 1 500209 0 MOUNT ST MARY'S UNIVERSITY 520591672 2 1 222315 0 ARCHBISHOP CURLEY HIGH SCHOOL 520740597 2 1 13525 0 THE SETON KEOUGH HIGH SCHOOL 520810937 2 1 0 0 CALVERT HALL COLLEGE HIGH SCHOOL 520607966 2 1 139185 0 CATHOLIC HIGH SCHOOL OF BALTIMORE 520607888 2 1 20100 0 INSTITUTE OF NOTRE DAME 520682580 2 1 13995 0 MERCY HIGH SCHOOL 520735462 2 1 0 0 LOYOLA BLAKEFIELD 521142152 2 1 118200 0 NOTRE DAME PREPARATORY SCHOOL 520733735 2 1 162155 0 MOUNT SAINT JOSEPH HIGH SCHOOL 521169308 2 1 0 0 OUR LADY OF MOUNT CARMEL HIGH SCHOOL 452651090 2 1 0 0 SAINT MARY'S HIGH SCHOOL 520591449 2 1 33830 0 ST FRANCES ACADEMY 521738895 2 1 0 0 THE JOHN CARROLL SCHOOL 520800342 2 1 8250 0 ST JOHN'S CATHOLIC PREPARATORY SCHOOL 520954961 2 1 0 0 TOWSON CATHOLIC HIGH SCHOOL 521701221 2 1 0 0 MARYVALE PREPARATORY SCHOOL 521160935 2 1 0 0 ARCHBISHOP SPALDING HIGH SCHOOL 520846081 2 1 84025 0 MOUNT DE SALES HIGH SCHOOL INC 521158023 2 1 62850 0 SAINT JOSEPH MEDICAL CENTER INC 520591461 3 1 50000 0 MERCY MEDICAL CENTER INC 520591658 3 1 50000 0 BON SECOURS HOSPITAL BALTIMORE INC 520591555 3 1 50000 0 ST AGNES HOSPITAL FOUNDATION 521415083 3 1 50000 0 25 1967691 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION B, LINE 2: THE 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. 0 PRIVATE EQUITY FUNDS 6376494 F PRIVATE REAL ASSET FUNDS 275291 F WESTERN ASSET CORE (WACPX) 3907598 F HARBOR INTERNATIONAL (HAINX) 6771559 F VANGUARD RUSSELL 1000-INST (VRNIX) 15075172 F HEDGE FUNDS 13208253 F PUBLIC REAL ASSET FUNDS 5362165 F WEDGE SMID CAP VALUE ACCOUNT 3894178 F 54870710 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 9354662 0 0 0 0 0 0 9354662 0 9354662 1 0 0 0 0 0 0 BON SECOURS HOSPITAL BALTIMORE INC 2000 WEST BALTIMORE STREET BALTIMORE MD 21223 520591555 501(C)(3) 50000 0 SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT MERCY MEDICAL CENTER INC 345 ST PAUL PLACE BALTIMORE MD 21202 520591658 501(C)(3) 50000 0 SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT ST AGNES HOSPITAL FOUNDATION 900 CATON AVENUE BALTIMORE MD 21229 521415083 501(C)(3) 50000 0 SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT ST JOSEPH MEDICAL CENTER INC 7601 OSLER DRIVE BALTIMORE MD 21204 520591461 501(C)(3) 50000 0 SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT NOTRE DAME OF MARYLAND UNIVERSITY 4701 N CHARLES STREET BALTIMORE MD 21210 520591641 501(C)(3) 500209 0 SCHOLARSHIP MOUNT SAINT MARY'S UNIVERSITY 16300 OLD EMMITSBURG ROAD EMMITSBURG MD 21727 520591672 501(C)(3) 222315 0 SCHOLARSHIP LOYOLA UNIVERSITY MARYLAND INC 4501 N CHARLES STREET BALTIMORE MD 21210 520591623 501(C)(3) 389052 0 SCHOLARSHIP 7 0 SCHOLARSHIPS FOR STUDENTS ATTENDING ARCHBISHOP SPALDING HIGH SCHOOL 6 84025 SCHOLARSHIPS FOR STUDENTS ATTENDING CALVERT HALL COLLEGE HIGH SCHOOL 9 139185 SCHOLARSHIPS FOR STUDENTS ATTENDING CATHOLIC HIGH SCHOOL OF BALTIMORE, INC. 2 20100 SCHOLARSHIPS FOR STUDENTS ATTENDING LOYOLA HIGH SCHOOL BLAKEFIELD 5 118200 SCHOLARSHIPS FOR STUDENTS ATTENDING MOUNT DE SALES HIGH SCHOOL INC 6 62850 SCHOLARSHIPS FOR STUDENTS ATTENDING NOTRE DAME PREPARATORY SCHOOL 8 162155 SCHOLARSHIPS FOR STUDENTS ATTENDING ST. MARY'S HIGH SCHOOL 2 33830 SCHOLARSHIPS FOR STUDENTS ATTENDING THE INSTITUTE OF NOTRE DAME 1 13995 SCHOLARSHIPS FOR STUDENTS ATTENDING ARCHBISHOP CURLEY HIGH SCHOOL 1 13525 SCHOLARSHIPS FOR STUDENTS ATTENDING THE JOHN CARROLL HIGH SCHOOL 1 8250 PART I, LINE 2: GRANTS ARE ONLY AWARDED TO TAX EXEMPT EDUCATIONAL AND MEDICAL ORGANIZATIONS IN THE STATE OF MARYLAND THAT ARE CONSIDERED SUPPORTED ORGANIZAITONS. 0 0 0 0 0 0 0 0 0 RANDALL GENTZLER SECRETARY/TREASURER 0 293026 0 0 0 0 0 23850 0 10496 0 327372 0 0 MICHAEL POST TRUSTEE 0 176180 0 0 0 356 0 10406 0 22899 0 209841 0 0 FORM 990, PART V, LINE 3B ALL 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 2 MARY STUART RODGERS, MARTIN KNOTT AND MARGARET RIEHL HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C BOARD 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 19 THE 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, ETC MARY 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. NOTRE DAME OF MARYLAND UNIVERSITY 4701 N CHARLES STREET BALTIMORE MD 21210 520591641 UNIVERSITY MD 501(C)(3) LINE 2 N/A 0 LOYOLA UNIVERSITY MARYLAND INC 4501 N CHARLES STREET BALTIMORE MD 21210 520591623 UNIVERSITY MD 501(C)(3) LINE 2 N/A 0 MOUNT ST MARY'S UNIVERSITY 16300 OLD EMMITSBURG ROAD EMMITSBURG MD 21727 520591672 UNIVERSITY MD 501(C)(3) LINE 2 N/A 0 ARCHBISHOP CURLEY HIGH SCHOOL 3701 SINCLAIR LANE BALTIMORE MD 21213 520740597 SCHOOL MD 501(C)(3) LINE 2 N/A 0 CALVERT HALL COLLEGE HIGH SCHOOL 8102 LA SALLE ROAD BALTIMORE MD 21286 520607966 SCHOOL MD 501(C)(3) LINE 2 N/A 0 CATHOLIC HIGH SCHOOL OF BALTIMORE 2800 EDISON HWY BALTIMORE MD 21213 520607888 SCHOOL MD 501(C)(3) LINE 2 N/A 0 INSTITUTE OF NOTRE DAME 901 AISQUITH STREET BALTIMORE MD 21202 520682580 SCHOOL MD 501(C)(3) LINE 2 N/A 0 MERCY HIGH SCHOOL 1300 E NORTHERN PARKWAY BALTIMORE MD 21239 520735462 SCHOOL MD 501(C)(3) LINE 2 N/A 0 LOYOLA HIGH SCHOOL BLAKEFIELD 500 CHESTNUT AVE TOWSON MD 21285 521142152 SCHOOL MD 501(C)(3) LINE 2 N/A 0 NOTRE DAME PREPARATORY SCHOOL 815 HAMPTON LN TOWSON MD 21286 520733735 SCHOOL MD 501(C)(3) LINE 2 N/A 0 MOUNT SAINT JOSEPH HIGH SCHOOL 4403 FREDERICK AVENUE BALTIMORE MD 21229 521169308 SCHOOL MD 501(C)(3) LINE 2 N/A 0 OUR LADY OF MOUNT CARMEL HIGH SCHOOL 1706 OLD EASTERN AVENUE ESSEX MD 21221 452651090 SCHOOL MD 501(C)(3) LINE 2 N/A 0 SAINT MARY'S HIGH SCHOOL 113 DUKE OF GLOUCESTER ST ANNAPOLIS MD 21401 520591449 SCHOOL MD 501(C)(3) LINE 2 N/A 0 ST FRANCES ACADEMY 501 E CHASE STREET BALTIMORE MD 21202 521738895 SCHOOL MD 501(C)(3) LINE 2 N/A 0 THE JOHN CARROLL SCHOOL 703 E CHURCHVILLE RD BEL AIR MD 21014 520800342 SCHOOL MD 501(C)(3) LINE 2 N/A 0 THE SETON KEOUGH HIGH SCHOOL 1201 CATON AVENUE BALTIMORE MD 21227 520810937 SCHOOL MD 501(C)(3) LINE 2 N/A 0 ST JOHN'S CATHOLIC PREPARATORY SCHOOL 3989 BUCKEYSTOWN PIKE BUCKEYSTOWN MD 21717 520954961 SCHOOL MD 501(C)(3) LINE 2 N/A 0 TOWSON CATHOLIC HIGH SCHOOL 114 WARE AVENUE TOWSON MD 21204 521701221 SCHOOL MD 501(C)(3) LINE 2 N/A 0 MARYVALE PREPARATORY SCHOOL 11300 FALLS ROAD LUTHERVILLE MD 21093 521160935 SCHOOL MD 501(C)(3) LINE 2 N/A 0 ARCHBISHOP SPALDING HIGH SCHOOL 8080 NEW CUT ROARD SEVERN MD 21144 520846081 SCHOOL MD 501(C)(3) LINE 2 N/A 0 MOUNT DE SALES HIGH SCHOOL INC 700 ACADEMY RD BALTIMORE MD 21228 521158023 SCHOOL MD 501(C)(3) LINE 2 N/A 0 SAINT JOSEPH MEDICAL CENTER INC 7601 OSLER DRIVE BALTIMORE MD 21204 520591461 HOSPITAL MD 501(C)(3) LINE 3 N/A 0 MERCY MEDICAL CENTER INC 345 ST PAUL PLACE BALTIMORE MD 21202 520591658 HOSPITAL MD 501(C)(3) LINE 3 N/A 0 BON SECOURS HOSPITAL BALTIMORE INC 2000 WEST BALTIMORE STREET BALTIMORE MD 21223 520591555 HOSPITAL MD 501(C)(3) LINE 3 N/A 0 ST AGNES HOSPITAL FOUNDATION 900 CATON AVENUE BALTIMORE MD 21229 551415083 HOSPITAL MD 501(C)(3) LINE 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0