2017-03-21T08:01:29-05:00 2016-06-30 522334868 GRANDIZIO WILKINS LITTLE & MATTHEWS 1122 KENILWORTH DRIVE SUITE 413 TOWSON MD 21204 990 2015-07-01 232854773 PENN-MAR FOUNDATION PENN 4103431069 310 OLD FREELAND ROAD FREELAND MD 21053 GREGORY T MILLER CHIEF EXECUTIVE OFFICER 4103431069 2017-03-15 1 HENRY A GRANDIZIO P00040061 4104940885 2015 2021-01-29 14:40:06Z GREGORY T MILLER 310 OLD FREELAND ROAD FREELAND MD 21053 1868635 0 X WWW.PENN-MAR.ORG X 1996 PA TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS. 12 12 0 0 0 0 291555 625064 0 0 230852 185165 187142 -22912 709549 787317 393619 495100 0 0 0 0 0 0 8413 30129 35922 423748 531022 285801 256295 3938794 4065655 55077 500 3883717 4065155 TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS. 0 0 495100 495100 134349 THE FOUNDATION RECEIVED CONTRIBUTIONS IN THE CURRENT YEAR THAT WILL BE USED FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA) 495100 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD PA X X THE ORGANIZATION 4103431069 310 OLD FREELAND ROAD FREELAND MD 21053 ANTHONY GALLO DIRECTOR 1.00 X 0 0 0 BRUCE BARTELS DIRECTOR 1.00 X 0 0 0 D REED ANDERSON DIRECTOR 1.00 X 0 0 0 DAVID KELLY DIRECTOR 1.00 X 0 0 0 GARY M GILBERT II DIRECTOR 1.00 X 0 0 0 JAMES OFFUTT DIRECTOR 1.00 X 0 0 0 JILL GOLUEKE SECRETARY 1.00 X X 0 0 0 JONATHAN KINSLEY TREASURER 1.00 X X 0 0 0 MAX BLUMENTHAL DIRECTOR 1.00 X 0 0 0 MORTON F ZIFFERER JR DIRECTOR 1.00 X 0 0 0 TIMOTHY W CHASE CHAIRMAN 1.00 X X 0 0 0 JOE DIPAOLA DIRECTOR 1.00 X 0 0 0 GREGORY T MILLER CEO 1.00 X 0 237808 0 0 237808 0 0 0 1 0 0 262001 363063 68598 625064 50816 50816 1131028 996679 134349 134349 134349 61727 262001 84639 -22912 -22912 787317 134349 0 27904 495100 495100 4170 4170 22695 22695 BANK FEES 8321 8321 OTHER OPERATING EXPENSE 644 644 POSTAGE 92 92 531022 495100 27509 8413 50421 113959 163194 375114 60000 23770 20600 18859 19978 0 3681431 3477123 3938794 4065655 500 500 54577 0 55077 500 X 3883717 4065155 3883717 4065155 3938794 4065655 X 256295 -154857 80000 X X 0 1 X 1 0 X X 2 PENN-MAR ORGANIZATION INC (OF MARYLAND) 521207942 7 1 495100 0 PENN-MAR ORGANIZATION INC (PA) 521590195 7 1 0 0 2 495100 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MUTUAL FUNDS 3477123 F 3477123 X 779707 -154857 147247 -7610 787317 0 787317 678269 147247 147247 531022 0 531022 PART X, LINE 2: THE FOUNDATION'S EVALUATION ON JUNE 30, 2016, REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE JUNE 30, 2013 THROUGH JUNE 30, 2015 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE FOUNDATION DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE (12) MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNT OF FUNDRAISING EXPENSES REPORTED NO PAGE 9 147,247. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNT OF FUNDRAISING EXPENSES REPORTED NO PAGE 9 147,247. VARIOUS 323728 262001 61727 84639 323728 262001 61727 84639 84639 -22912 0 PENN-MAR ORGANIZATION INC (MD) 310 OLD FREELAND ROAD FREELAND MD 21053 521207942 501(C)(3) 495100 TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXMPT PURPOSE. 0 0 0 0 0 0 0 0 0 GREGORY T MILLER CEO 0 237808 0 0 0 0 0 0 0 0 0 237808 0 0 X AUCTION ITEMS 89 68598 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF EXECUTIVE OFFICER INITIALLY REVIEWS THE FORM 990 AND PRESENTS IT TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS ARE REQUIRED TO SIGN A FULL DISCLOSURE FORM CONCERNING INTERESTS OF CONFLICT. THIS FORM IS REVIEWED AND FILED UNLESS AN ISSUE OF CONFLICT OR POTENTIAL CONFLICT IS DISCLOSED. IN CASE OF A DISCLOSED CONFLICT, THE ISSUE WILL BE PRESENTED TO THE EXECUTIVE DIRECTOR AND TAKEN TO THE FULL BOARD FOR CONSIDERATION. INDEPENDENT COUNCIL WILL BE CONSULTED IF DEEMED PRUDENT BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 PENN-MAR PROVIDES DOCUMENTATION UPON REQUEST TO ANY INDIVIDUAL OR ORGANIZATION REQUESTING SUCH. ADDITIONALLY, THE ANNUAL REPORT IS DISTRIBUTED LIBERALLY, AND SPECIFICALLY TO ALL DONORS CONTRIBUTING MORE THAN $100 ANNUALLY. INTERESTED PARTIES ARE ALSO INFORMED, AT THE BOTTOM OF THE PENN-MAR HUMAN SERVICES LETTER HEAD, THAT DOCUMENTATION AND FINANCIAL INFORMATION IS AVAILABLE FROM THE STATE OF MARYLAND UNDER THE MARYLAND CHARITABLE SOLICITATION ACT, ALSO UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT 80,000. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR PENN-MAR ORGANIZATION INC (PA) 310 OLD FREELAND ROAD FREELAND MD 21053 521590195 TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES PA 501(C)(3) LINE 7 N/A 0 SOUTHERN COMMUNITY SERVICES COALITION INC 310 OLD FREELAND ROAD FREELAND MD 21053 232680854 TO PROVIDE SUPPORT SERVICES TO FAMILIES WITHIN THE COMMUNITY. PA 501(C)(3) LINE 11A, I PENN-MAR ORGANIZATION INC (PA) 1 PENN-MAR DEVELOPMENT CORPORATION 310 OLD FREELAND ROAD FREELAND MD 21053 311657868 TO RECEIVE AND ADMINSTER FUNDS TO ASSIST PENN-MAR ORG. IN ITS EXEMPT PURPOSE MD 501(C)(3) LINE 11A, I N/A 0 PENN-MAR ORGANIZATION INC (MD) 310 OLD FREELAND ROAD FREELAND MD 21053 521207942 TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES MD 501(C)(3) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PENN-MAR ORGANIZATION INC (MD) B 495100 COST PENN-MAR ORGANIZATION INC (MD) D 8859