CHARLES COUNTY CHARITABLE TRUST INC: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CHARLES COUNTY CHARITABLE TRUST INC (EIN 81-3638681)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-02-05
IRS object ID
201820369349200522
Schema version
2016v3.1
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)
Return2018-02-05T13:33:15-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521999052PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASKEY ASKEY & ASSOCIATES CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 662AddressLine1Txt
CityLEONARDTOWNCityNm
State AbbreviationMDStateAbbreviationCd
ZIP206500662ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813638681EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES COUNTY CHARITABLEBusinessNameLine1Txt
Business Name Line2TRUST INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone3019343700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19375 CHESAPEAKE STREET SUITE 221AddressLine1Txt
CityLAPLATACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20646ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIVIAN H MILLSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3019343700PhoneNum
Signature2018-01-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANICE E ROHMEPreparerPersonNm
PTINP00059614PTIN
Phone3014755671PhoneNum
Preparation2018-01-18PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdF8E8C302B45B67843F13B8EA9C208F1DCF85C19AAtSubmissionCreationDeviceId
At Submission Filing Device Id24EE6C22EAD48E369D099071F3F4655F8DDD45CDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.CHARLESNONPROFITS.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$183,628GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$183,628ContributionsGiftsGrantsEtcAmt
Total Revenue$183,628TotalRevenueAmt
Salaries Other Comp Empl Bnft$108,301SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$6,869FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$9,986OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$188PrintingPublicationsPostageAmt
Other Expenses Total$15,614OtherExpensesTotalAmt
Total Expenses$140,958TotalExpensesAmt
Excess Or Deficit For Year$42,670ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances EOY$42,670NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
EOY$47,544EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
EOY$8,664EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$56,208EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$13,538EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$42,670EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE MISSION OF THE CHARLES COUNTY CHARITABLE TRUST IS TO IMPROVE QUALITY OF LIFE IN THE COMMUNITY BY STRENGTHENING THE LOCAL NONPROFIT SECTOR THROUGH EDUCATIONAL PROGRAMS AND GRANT ASSISTANCE.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
CHARLES COUNTY GRANT AWARDS PROGRAM: BECAUSE THE TRUST WAS NOT YET INCORPORATED AND THUS LACKING A GOVERNING BOARD, THE COMMITTEE TO FORM THE CHARITABLE TRUST HANDLED THE GRANT APPLICATION AND AWARD PROCESS IN THE PERIOD BETWEEN MARCH AND JUNE, 2016. UPON THE TRUST'S INCORPORATION BY THE STATE OF MARYLAND ON JUNE 24, 2016, THE COMMITTEE'S WORK WAS ESSENTIALLY COMPLETED, AND IT DISSOLVED UPON THE FIRST MEETING OF THE BOARD OF DIRECTORS IN AUGUST 2016. AT THAT POINT THE TRUST ASSUMED RESPONSIBILITY FOR THE PROGRAM, WHICH IS CARRIED OUT THROUGH A FORMAL AGREEMENT WITH THE BOARD OF COUNTY COMMISSIONERS. THE FIRST STEPS TAKEN BY THE BOARD IN LATE 2016 INCLUDED APPROVING A GRANT APPLICATION FOR THE NEXT GRANT CYCLE (FOR FISCAL YEAR 2018 STARTING JULY 1, 2017) AND ANNOUNCING AND WIDELY ADVERTISING THE SUBMISSION DEADLINE AND GUIDELINES. IN 2017, IT REVIEWED 29 APPLICATIONS FROM LOCAL NONPROFITS AND APPROVED 24, THUS COMMITTING THE ENTIRE AMOUNT RECEIVED FROM THE COUNTY AS A GRANT FOR THIS PURPOSE. DISTRIBUTION OF THE AWARDS BEGAN IN SEPTEMBER 2017, AFTER THE START OF A NEW FISCAL YEAR. THIS PROGRAM IN PARTNERSHIP WITH THE COUNTY REPRESENTS A VALUABLE SERVICE TO THE NONPROFIT COMMUNITY AND TO THE COUNTY ITSELF.$29,091
CHARLES COUNTY NONPROFIT ECONOMIC AND SOCIAL IMPACT STUDY: TO GAIN A CLEAR AND CONTEMPORANEOUS PICTURE OF THE COUNTY'S DIVERSE NONPROFIT SECTOR, THE TRUST UNDERTOOK AN EXTENSIVE SURVEY OF 501(C)(3)ORGANIZATIONS PROVIDING SERVICES TO COUNTY RESIDENTS. THE PROJECT WAS UNDERTAKEN IN COLLABORATION WITH MARYLAND NONPROFITS, A STATEWIDE ORGANIZATION WITH SIGNIFICANT PRIOR EXPERIENCE IN DATA GATHERING AND ANALYSIS PERTAINING TO THE NONPROFIT SECTOR. IT PROVIDED A QUALIFIED PROFESSIONAL CONSULTANT TO COORDINATE THE PROJECT, AND A DIVERSE PROJECT TEAM OF VOLUNTEERS DRAWN FROM THE COMMUNITY WAS ORGANIZED BY THE TRUST TO PROVIDE INPUT. THE SURVEY FORM, WHICH WAS SENT OUT TO OVER 200 ORGANIZATIONS, SOUGHT A WIDE VARIETY OF INFORMATION ABOUT BUDGETS, GOALS, LEVELS OF SERVICES AND PROGRAM DEMANDS, EMPLOYMENT, AND GOVERNANCE. THE RESPONSE RATE TO THE SURVEY REACHED A PHENOMENAL FORTY PERCENT. COMPILATION OF THE DATA WAS COMPLETE BEFORE THE END OF THE FISCAL YEAR. APPROVAL AND DISTRIBUTION OF A FINAL REPORT WILL TAKE PLACE IN FY 2018. AS WAS PLANNED, THE FINDINGS WILL SERVE AS AN ONGOING VALUABLE SOURCE OF INFORMATION ABOUT THE LOCAL NONPROFIT SECTOR WITH WHICH TO PLAN AND CARRY OUT FUTURE PROGRAMS OF EDUCATION, TRAINING, AND TECHNICAL ASSISTANCE, AS WELL AS PUBLIC EDUCATION ABOUT THE ROLE OF THE NONPROFIT SECTOR.$22,248
PRESIDENTS' COUNCIL: TO PROVIDE THE CHIEF VOLUNTEER OFFICERS OF LOCAL NONPROFIT ORGANIZATIONS THE OPPORTUNITY TO GET TOGETHER AS A GROUP, THE TRUST LAUNCHED THE PRESIDENTS' COUNCIL. THE IDEA INVOLVES PROVIDING THESE NONPROFIT LEADERS A MEANS FOR EXCHANGING INFORMATION, LEARNING FROM EACH OTHER, AND JOINTLY DECIDING TOPICS OF MUTUAL INTEREST TO DISCUSS AT QUARTERLY MEETINGS. THE PROGRAM WAS PILOTED IN JUNE 2017 AND CULMINATED WITH UNANIMOUS DECISION BY EVERYONE PRESENT TO PROCEED WITH THE PLAN. THE PARTICIPANTS EXPRESSED APPRECIATION FOR THIS UNPRECEDENTED CHANCE FOR NETWORKING AND COOPERATION. THE POTENTIAL VALUE OF THIS PROJECT WAS UNDERSCORED BY PUBLISHED RESEARCH SHOWING THAT THE ROLE OF THE NONPROFIT PRESIDENT HAS TYPICALLY BEEN BELOW THE RADAR, WITH SCANT ATTENTION TO PREPARATION FOR THE DEMANDS OF THE ROLE. IN ORGANIZING THE COUNCIL, THE TRUST SEES IT AS A VEHICLE FOR IMPROVING THE QUALITY OF BOARD PERFORMANCE AND DEVELOPING AN EXPANDED LEADERSHIP POOL FOR THE COMMUNITY.$9,314
1. FORMATION OF THE NONPROFIT LEADERSHIP COLLOQUIUM 2. SPONSORSHIPS FOR OTHER NONPROFIT ORGANIZATIONS$1,407
FieldValueIRS element (for citing)
Total Program Service Expenses$62,060TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SANDRA MCGRAW
PRESIDENT2.00$0
MELANIE BOSTON-HOLLAND
VICE PRESIDE1.00$0
JESSICA TALLEY
SECRETARY1.00$0
STEPHEN M BUNKER
TREASURER2.00$0
ANN J CHAB
DIRECTOR1.00$0
TANISHA D SANDERS
DIRECTOR1.00$0
KURT W WOLFGANG
DIRECTOR1.00$0
VIVIAN H MILLS
EXECUTIVE DI40.00$27,720
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEPHEN BUNKERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19375 CHESAPEAKE STREET SUITE 221AddressLine1Txt
CityLAPLATACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20646ZIPCd
FieldValueIRS element (for citing)
Phone3019343700PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$183,628CurrentTaxYearAmt
Total$183,628TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$183,628CurrentTaxYearAmt
Total$183,628TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$183,628PublicSupportTotal170Amt
Total Support$183,628TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES BUSINESS EXPENSES 1,124 SUPPLIES 4,800 INSURANCE 1,392 ADVERTISING 1,897 TELEPHONE 2,634 MEALS 336 SPONSORSHIPS 476 IMPACT STUDY 2,225 TRAVEL AND MEETINGS 232 NON-INVESTMENT DEPRECIATION 498 TOTAL 15,614
FORM 990-EZ, PART II, LINE 24COMPUTER EQUIPMENT 0 2,704 LESS ACCUMULATED DEPRECIATION 0 270 FURNITURE AND EQUIPMENT 0 4,639 LESS ACCUMULATED DEPRECIATION 0 228 PREPAID RENT 0 1,069 SECURITY DEPOSIT 0 750 TOTAL 0 8,664
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 1,932 PAYROLL AND RELATED LIABILITIES 0 11,606
FORM 990-EZ, PART IIITHE MISSION OF THE CHARLES COUNTY CHARITABLE TRUST IS TO IMPROVE QUALITY OF LIFE IN THE COMMUNITY BY STRENGTHENING THE LOCAL NONPROFIT SECTOR THROUGH EDUCATIONAL PROGRAMS AND GRANT ASSISTANCE.
FORM 990-EZ, PART III, LINE 28CHARLES COUNTY GRANT AWARDS PROGRAM: BECAUSE THE TRUST WAS NOT YET INCORPORATED AND THUS LACKING A GOVERNING BOARD, THE COMMITTEE TO FORM THE CHARITABLE TRUST HANDLED THE GRANT APPLICATION AND AWARD PROCESS IN THE PERIOD BETWEEN MARCH AND JUNE, 2016. UPON THE TRUST'S INCORPORATION BY THE STATE OF MARYLAND ON JUNE 24, 2016, THE COMMITTEE'S WORK WAS ESSENTIALLY COMPLETED, AND IT DISSOLVED UPON THE FIRST MEETING OF THE BOARD OF DIRECTORS IN AUGUST 2016. AT THAT POINT THE TRUST ASSUMED RESPONSIBILITY FOR THE PROGRAM, WHICH IS CARRIED OUT THROUGH A FORMAL AGREEMENT WITH THE BOARD OF COUNTY COMMISSIONERS. THE FIRST STEPS TAKEN BY THE BOARD IN LATE 2016 INCLUDED APPROVING A GRANT APPLICATION FOR THE NEXT GRANT CYCLE (FOR FISCAL YEAR 2018 STARTING JULY 1, 2017) AND ANNOUNCING AND WIDELY ADVERTISING THE SUBMISSION DEADLINE AND GUIDELINES. IN 2017, IT REVIEWED 29 APPLICATIONS FROM LOCAL NONPROFITS AND APPROVED 24, THUS COMMITTING THE ENTIRE AMOUNT RECEIVED FROM THE COUNTY AS A GRANT FOR THIS PURPOSE. DISTRIBUTION OF THE AWARDS BEGAN IN SEPTEMBER 2017, AFTER THE START OF A NEW FISCAL YEAR. THIS PROGRAM IN PARTNERSHIP WITH THE COUNTY REPRESENTS A VALUABLE SERVICE TO THE NONPROFIT COMMUNITY AND TO THE COUNTY ITSELF.
FORM 990-EZ, PART III, LINE 29CHARLES COUNTY NONPROFIT ECONOMIC AND SOCIAL IMPACT STUDY: TO GAIN A CLEAR AND CONTEMPORANEOUS PICTURE OF THE COUNTY'S DIVERSE NONPROFIT SECTOR, THE TRUST UNDERTOOK AN EXTENSIVE SURVEY OF 501(C)(3)ORGANIZATIONS PROVIDING SERVICES TO COUNTY RESIDENTS. THE PROJECT WAS UNDERTAKEN IN COLLABORATION WITH MARYLAND NONPROFITS, A STATEWIDE ORGANIZATION WITH SIGNIFICANT PRIOR EXPERIENCE IN DATA GATHERING AND ANALYSIS PERTAINING TO THE NONPROFIT SECTOR. IT PROVIDED A QUALIFIED PROFESSIONAL CONSULTANT TO COORDINATE THE PROJECT, AND A DIVERSE PROJECT TEAM OF VOLUNTEERS DRAWN FROM THE COMMUNITY WAS ORGANIZED BY THE TRUST TO PROVIDE INPUT. THE SURVEY FORM, WHICH WAS SENT OUT TO OVER 200 ORGANIZATIONS, SOUGHT A WIDE VARIETY OF INFORMATION ABOUT BUDGETS, GOALS, LEVELS OF SERVICES AND PROGRAM DEMANDS, EMPLOYMENT, AND GOVERNANCE. THE RESPONSE RATE TO THE SURVEY REACHED A PHENOMENAL FORTY PERCENT. COMPILATION OF THE DATA WAS COMPLETE BEFORE THE END OF THE FISCAL YEAR. APPROVAL AND DISTRIBUTION OF A FINAL REPORT WILL TAKE PLACE IN FY 2018. AS WAS PLANNED, THE FINDINGS WILL SERVE AS AN ONGOING VALUABLE SOURCE OF INFORMATION ABOUT THE LOCAL NONPROFIT SECTOR WITH WHICH TO PLAN AND CARRY OUT FUTURE PROGRAMS OF EDUCATION, TRAINING, AND TECHNICAL ASSISTANCE, AS WELL AS PUBLIC EDUCATION ABOUT THE ROLE OF THE NONPROFIT SECTOR.
FORM 990-EZ, PART III, LINE 30PRESIDENTS' COUNCIL: TO PROVIDE THE CHIEF VOLUNTEER OFFICERS OF LOCAL NONPROFIT ORGANIZATIONS THE OPPORTUNITY TO GET TOGETHER AS A GROUP, THE TRUST LAUNCHED THE PRESIDENTS' COUNCIL. THE IDEA INVOLVES PROVIDING THESE NONPROFIT LEADERS A MEANS FOR EXCHANGING INFORMATION, LEARNING FROM EACH OTHER, AND JOINTLY DECIDING TOPICS OF MUTUAL INTEREST TO DISCUSS AT QUARTERLY MEETINGS. THE PROGRAM WAS PILOTED IN JUNE 2017 AND CULMINATED WITH UNANIMOUS DECISION BY EVERYONE PRESENT TO PROCEED WITH THE PLAN. THE PARTICIPANTS EXPRESSED APPRECIATION FOR THIS UNPRECEDENTED CHANCE FOR NETWORKING AND COOPERATION. THE POTENTIAL VALUE OF THIS PROJECT WAS UNDERSCORED BY PUBLISHED RESEARCH SHOWING THAT THE ROLE OF THE NONPROFIT PRESIDENT HAS TYPICALLY BEEN BELOW THE RADAR, WITH SCANT ATTENTION TO PREPARATION FOR THE DEMANDS OF THE ROLE. IN ORGANIZING THE COUNCIL, THE TRUST SEES IT AS A VEHICLE FOR IMPROVING THE QUALITY OF BOARD PERFORMANCE AND DEVELOPING AN EXPANDED LEADERSHIP POOL FOR THE COMMUNITY.
FORM 990-EZ, PART III, LINE 311. FORMATION OF THE NONPROFIT LEADERSHIP COLLOQUIUM 2. SPONSORSHIPS FOR OTHER NONPROFIT ORGANIZATIONS

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