THE MARION I AND HENRY JKNOTT SCHOLARSHIP FUND INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE MARION I AND HENRY JKNOTT SCHOLARSHIP FUND INC (EIN 52-1097109)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-10
IRS object ID
201731309349303503
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-10T15:58:32-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA FLANNERY CPAPreparerPersonNm
PTINP00928918PTIN
Phone4102469300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.187IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-10IPDt
IP Tm16:28:37IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1F6429F47CD852903688965D63EDB3355B9BF040AtSubmissionCreationDeviceId
At Submission Filing Device IdCDBA28A911E66288058FA62898B1BC86E1332D72AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$14,601,367GrossReceiptsAmt
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$3,432TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,025NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,500PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,986,355PYInvestmentIncomeAmt
CY Investment Income$1,988,557CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,989,855PYTotalRevenueAmt
CY Total Revenue$1,988,557CYTotalRevenueAmt
PY Grants And Similar Paid$2,122,490PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,536,029CYGrantsAndSimilarPaidAmt
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$283,700PYOtherExpensesAmt
CY Other Expenses$440,270CYOtherExpensesAmt
PY Total Expenses$2,406,190PYTotalExpensesAmt
CY Total Expenses$1,976,299CYTotalExpensesAmt
PY Revenues Less Expenses$2,583,665PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,258CYRevenuesLessExpensesAmt
Total Assets BOY$58,057,321TotalAssetsBOYAmt
Total Assets EOY$61,733,104TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$58,057,321NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$61,733,104NetAssetsOrFundBalancesEOYAmt
MissionTHE FUND'S MISSION IS TO SUPPORT CERTAIN TAX EXEMPT INSTITUTIONS IN THE STATE OF MARYLAND.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,536,029ExpenseAmt
Grant$1,536,029GrantAmt
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$1,536,029TotalProgramServiceExpensesAmt
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
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 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$285,814$29,31250.00
MICHAEL POST
TRUSTEE1.00Yes (X)$0$145,064$25,04650.00
MARGARET C KNOTT RIEHL
TRUSTEE1.00Yes (X)$0$0$0
MARYLOU YAM
TRUSTEE1.00Yes (X)$0$148,156$13,21450.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$579,034TotReportableCompRltdOrgAmt
Total Other Compensation$67,572TotalOtherCompensationAmt
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$1,164,172TotalRevenueColumnAmt
Unrelated Business Revenue$3,432UnrelatedBusinessRevenueAmt
Exclusion$1,160,740ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,437,195SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,612,810SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$824,385SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$824,385TotalRevenueColumnAmt
Exclusion$824,385ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,988,557TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,432UnrelatedBusinessRevenueAmt
Exclusion$1,985,125ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$886,677TotalAmt
Program Services$886,677ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$649,352TotalAmt
Program Services$649,352ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,959TotalAmt
Management And General$23,959ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$329,244TotalAmt
Management And General$329,244ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$32,959TotalAmt
Management And General$32,959ManagementAndGeneralAmt

Insurance InsuranceGrp

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

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEES AND TAXESDesc
Total$52,500TotalAmt
Management And General$52,500ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,976,299TotalAmt
Program Services$1,536,029ProgramServicesAmt
Management And General$440,270ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,881,935BOYAmt
EOY$5,154,831EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,811,245BOYAmt
EOY$15,302,302EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$40,364,141BOYAmt
EOY$41,275,971EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$58,057,321BOYAmt
EOY$61,733,104EOYAmt

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$58,057,321BOYAmt
EOY$61,733,104EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$58,057,321BOYAmt
EOY$61,733,104EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$58,057,321BOYAmt
EOY$61,733,104EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,258ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,663,525NetUnrlzdGainsLossesInvstAmt
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)$0$0
NOTRE DAME OF MARYLAND UNIVERSITY
5205916412Yes (1)$475,392$0
MOUNT ST MARY'S UNIVERSITY
5205916722Yes (1)$211,285$0
ARCHBISHOP CURLEY HIGH SCHOOL
5207405972Yes (1)$6,600$0
THE SETON KEOUGH HIGH SCHOOL
5208109372Yes (1)$0$0
CALVERT HALL COLLEGE HIGH SCHOOL
5206079662Yes (1)$124,375$0
CATHOLIC HIGH SCHOOL OF BALTIMORE
5206078882Yes (1)$13,800$0
INSTITUTE OF NOTRE DAME
5206825802Yes (1)$6,995$0
MERCY HIGH SCHOOL
5207354622Yes (1)$0$0
LOYOLA BLAKEFIELD
5211421522Yes (1)$135,888$0
NOTRE DAME PREPARATORY SCHOOL
5207337352Yes (1)$184,930$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)$33,349$0
ST FRANCES ACADEMY
5217388952Yes (1)$0$0
THE JOHN CARROLL SCHOOL
5208003422Yes (1)$16,190$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)$73,325$0
MOUNT DE SALES HIGH SCHOOL INC
5211580232Yes (1)$53,900$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$1,536,029SupportSumAmt
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 ReferenceSCHEDULE A, PART IV, SECTION B, LINE 2FormAndLineReferenceDesc
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 (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY FUNDS$7,018,712F
PRIVATE REAL ASSET FUNDS$309,558F
THORNBURG INCOME BUILDER FUND CORE (TIBIX)$4,374,731F
WESTERN ASSET CORE (WACPX)$3,756,772F
SPDR S&P DIVIDEND (SDY)$3,889,558F
HARBOR INTERNATIONAL (HAINX)$5,610,665F
VANGUARD RUSSELL 1000-INST (VRNIX)$16,315,975F
FieldValueIRS element (for citing)
Total Book Value Securities$41,275,971TotalBookValueSecuritiesAmt

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$1,050,000RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,050,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,050,000TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, LINE 1FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION TRANSFERRED CASH TO A FOREIGN INVESTMENT DURING THE YEAR. THE AMOUNT TRANSFERRED WAS LESS THAN THE REPORTING REQUIREMENT. NO FORM 926 WAS FILED.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BON SECOURS HOSPITAL BALTIMORE INC
2000 WEST BALTIMORE STREETBALTIMOREMD21223520591555501(C)(3)$50,000SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT
MERCY MEDICAL CENTER INC
345 ST PAUL PLACEBALTIMOREMD21202520591658501(C)(3)$50,000SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT
ST AGNES HOSPITAL FOUNDATION
900 CATON AVENUEBALTIMOREMD21229521415083501(C)(3)$50,000SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT
ST JOSEPH MEDICAL CENTER INC
7601 OSLER DRIVEBALTIMOREMD21204520591461501(C)(3)$50,000SERVICES AND MEDICAL CARE FOR THE POOR AND INDIGENT
NOTRE DAME OF MARYLAND UNIVERSITY
4701 N CHARLES STREETBALTIMOREMD21210520591641501(C)(3)$475,392SCHOLARSHIP
MOUNT SAINT MARY'S UNIVERSITY
16300 OLD EMMITSBURG ROADEMMITSBURGMD21727520591672501(C)(3)$211,285SCHOLARSHIP
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS FOR STUDENTS ATTENDING ARCHBISHOP SPALDING HIGH SCHOOL6$73,325
SCHOLARSHIPS FOR STUDENTS ATTENDING CALVERT HALL COLLEGE HIGH SCHOOL10$124,375
SCHOLARSHIPS FOR STUDENTS ATTENDING CATHOLIC HIGH SCHOOL OF BALTIMORE,INC.1$13,800
SCHOLARSHIPS FOR STUDENTS ATTENDING LOYOLA HIGH SCHOOL BLAKEFIELD9$135,888
SCHOLARSHIPS FOR STUDENTS ATTENDING MOUNT DE SALES HIGH SCHOOL INC5$53,900
SCHOLARSHIPS FOR STUDENTS ATTENDING NOTRE DAME PREPARATORY SCHOOL13$184,930
SCHOLARSHIPS FOR STUDENTS ATTENDING ST. MARY'S HIGH SCHOOL2$33,349
SCHOLARSHIPS FOR STUDENTS ATTENDING THE INSTITUTE OF NOTRE DAME1$6,995
SCHOLARSHIPS FOR STUDENTS ATTENDING ARCHBISHOP CURLEY HIGH SCHOOL1$6,600
SCHOLARSHIPS FOR STUDENTS ATTENDING THE JOHN CARROLL HIGH SCHOOL1$16,190

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 (3 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$285,814$0$0$0$0$0$20,250$0$9,062$0$315,126$0$0
MICHAEL POST
TRUSTEE$0$144,810$0$0$0$254$0$8,568$0$16,478$0$170,110$0$0
MARYLOU YAM
TRUSTEE$0$148,156$0$0$0$0$0$0$0$13,214$0$161,370$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IIFormAndLineReferenceDesc
ExplanationTHE AMOUNTS INCLUDED IN COLUMN BI MAY INCLUDE BONUS AND OTHER REPORTABLE COMPENSATION. THE PAYMENTS ARE FROM A RELATED ORGANIZATION AND THE BREAKOUT WAS NOT AVAILABLE AT THE TIME OF FILING. THE AMOUNTS INCLUDED IN COLUMN D MAY INCLUDE RETIREMENT AND OTHER DEFERRED COMPENSATION. THE BENEFITS ARE FROM A RELATED ORGANIZATION AND THE BREAKOUT WAS NOT AVAILABLE AT THE TIME OF FILING. THE AMOUNTS INCLUDED IN ROW 3 FOR MARYLOU YAM ARE ESTIMATES BASED ON 2015 COMPENSATION AMOUNTS. 2016 COMPENSATION WAS NOT PROVIDED TO THE FUND PRIOR TO FILING THE FORM 990.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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, 2017. 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 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. MARYLOU YAM - 4701 NORTH CHARLES STREET, BALTIMORE, MD 21210.
FORM 990, PART VII, SECTION ATHE AMOUNTS IN COLUMNS E AND F FOR MARYLOU YAM, TRUSTEE, ARE ESTIMATES BASED ON 2015 AMOUNTS. AFTER SEVERAL REQUESTS, THE FUND WAS NOT ABLE TO OBTAIN THE 2016 INFORMATION PRIOR TO FILING THE RETURN.

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 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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.