2017-08-23T12:21:01-05:00 2016-12-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2016-01-01 521738992 SHELTER FOUNDATION INC SHEL 4103855267 111 S CALVERT STREET NO 2700 BALTIMORE MD 21202 MARK K JOSEPH PRESIDENT 4103855267 2017-08-23 1 WILLIAM E TURCO CPA P00369217 3012963600 108.171.131.187 2017-08-23 13:20:46 ED P B807BA4C69A73CA6C24C1450FD5847F62F078646 C19F5D3F195EC13517A150B69ABBCB37DF598FBC 2016 2021-01-29 14:40:06Z MARK K JOSEPH 111 S CALVERT STREET NO 2700 BALTIMORE MD 21202 7365975 0 X N/A X 1988 MD TO PROVIDE AFFORDABLE HOUSING TO PERSONS OF LOW AND MODERATE INCOME AND TO MAKE GRANTS TO NONPROFIT ORGANIZATIONS AND AGENCIES THAT ADDRESS THE NEEDS OF CHILDREN, THE ELDERLY AND THE COMMUNITY. 7 7 0 7 0 0 0 0 2741578 2545373 12061699 535334 1156369 397926 15959646 3478633 2876507 11214623 0 0 0 0 0 0 0 3162020 2361408 6038527 13576031 9921119 -10097398 46449772 45008397 12049979 19342587 34399793 25665810 X TO PROVIDE HOUSING, INCLUDING OWNING, INVESTING IN AND OPERATING RENTAL HOUSING PROJECTS AND ALL RELATED AMENITIES TO BENEFIT HOMELESS PERSONS, THE ELDERLY AND PERSONS OF LOW OR MODERATE INCOME; TO EDUCATE THE PUBLIC ABOUT HOUSING NEEDS; TO PROVIDE EDUCATION AND TRAINING IN HOUSING MANAGEMENT AND RELATED SERVICES; AND TO OPERATE PROGRAMS WHICH AID DISTRESSED URBAN AREAS. 0 0 13280403 11214623 2943299 TO PROVIDE HOUSING FOR THE BENEFIT OF THE ELDERLY LOW-INCOME, AND HOMELESS. 13280403 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 MD X TRACEY TIZARD 4103855267 111 S CALVERT STREET NO 2700 BALTIMORE MD 21202 X PATRICIA H JOSEPH CHAIRPERSON 1.00 X X 0 0 0 JESSICA K JOSEPH VICE-PRESIDENT 1.00 X X 0 0 0 CARA S WEIMAN VICE-PRESIDENT 1.00 X X 0 0 0 ROBERT C EMBRY JR SECRETARY 1.00 X X 0 0 0 PATRICIA P BAUM DIRECTOR 1.00 X 0 0 0 JONATHAN EISNER DIRECTOR 1.00 X 0 0 0 SHALES D STILLER DIRECTOR 1.00 X 0 0 0 MARK K JOSEPH PRESIDENT/TREASURER 1.00 X 0 0 0 MARILYNN K DUKER VICE-PRESIDENT 1.00 X 0 0 0 TRACEY TIZARD ASSISTANT SECRETARY 1.00 X 0 0 0 MELVA BALDUCCI ASSISTANT SECRETARY UNTIL 03/2016 1.00 X 0 0 0 0 0 0 0 0 0 0 0 RENTAL INCOME 900099 2509134 2509134 INTEREST ON LOANS 900099 36239 36239 2545373 744800 744800 3677876 3887342 -209466 -209466 -209466 OTHER INCOME 900099 397926 397926 397926 3478633 2943299 0 535334 11214623 11214623 119454 119454 43230 43230 415696 376796 38900 366451 365123 1328 132962 132962 582375 516315 66060 298553 298553 8766 8766 OPERATIONS & MAINTENANC 314061 314061 OTHER EXPENSES 65116 47226 17890 AMORTIZATION 14744 14744 13576031 13280403 295628 0 877212 628208 9681529 2647568 171356 8298 2407417 2355300 147979 164313 12349098 6162105 6392628 6186993 25854793 32048824 59375 59375 857483 909518 46449772 45008397 108772 102956 815000 8279800 535 3454 10304862 10088094 820810 868283 12049979 19342587 X 34399793 25665810 34399793 25665810 46449772 45008397 -10097398 1363415 0 X 0 1 X 1 0 X 2941978 3295930 3714235 3897947 2943299 16793389 2941978 3295930 3714235 3897947 2943299 16793389 0 0 0 16793389 460441 222676 432592 423828 744800 2284337 460441 222676 432592 423828 744800 2284337 3402419 3518606 4146827 4321775 3688099 19077726 0.88030 0.90570 0.11970 0.09430 X 750000 750000 11266187 5929447 5336740 332911 232658 100253 6186993 ACCRUED INTEREST PAYABLE 817538 SECURITY DEPOSIT LIABILITY 50745 868283 X 4841925 1363415 -123 1363292 3478633 0 3478633 13576031 0 13576031 0 13576031 PART X, LINE 2: THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME AS DEFINED BY THE INTERNAL REVENUE SERVICE. DURING THE YEAR ENDED DECEMBER 31, 2016, THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY REVENUE RECORDED IN CONSOLIDATED FINANCIAL STATEMENTS -123. 1 AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA GA 30303 131788491 501(C)(3) 7000 CONTRIBUTION ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE 190 W OSTEND STREET SUITE 210 BALTIMORE MD 21230 522056349 501(C)(3) 7000 CONTRIBUTION ARTS EVERY DAY 120 W NORTH AVE BALTIMORE MD 21201 061780902 501(C)(3) 32000 CONTRIBUTION BALTIMORE COMMUNITY FOUNDATION 2 E READ ST 9TH FL BALTIMORE MD 21202 237180620 501(C)(3) 22400 CONTRIBUTION BALTIMORE FESTIVAL OF THE ARTS 10 EAST BALTIMORE ST 10TH FL BALTIMORE MD 21202 521559145 501(C)(3) 10000 CONTRIBUTION BALTIMORE LEADERSHIP SCHOOL FOR YOUNG WOMEN 128 W FRANKLIN ST BALTIMORE MD 21201 262221540 501(C)(3) 10000 CONTRIBUTION BALTIMORE MUSEUM OF ART 10 ART MUSEUM DRIVE BALTIMORE MD 21218 526000162 501(C)(3) 3025800 CONTRIBUTION BALTIMORE SCHOOL FOR THE ARTS FOUNDATION 712 CATHEDRAL STREET BALTIMORE MD 21201 521174284 501(C)(3) 1543000 CONTRIBUTION BALTIMORE SYMPHONY ORCHESTRA INC 1212 CATHEDRAL STREET BALTIMORE MD 21201 520629696 501(C)(3) 1294000 CONTRIBUTION BETH AM SYNAGOGUE 2501 EUTAW PLACE BALTIMORE MD 21217 521009455 501(C)(3) 821300 CONTRIBUTION BROWN UNIVERSITY 69 BROWN ST BOX 1822 PROVIDENCE RI 02912 050258809 501(C)(3) 45000 CONTRIBUTION CATHOLIC CHARITIES 1966 GREENSPRING DRIVE TIMONIUM MD 21093 520591538 501(C)(3) 12500 CONTRIBUTION CENTER STAGE 700 N CALVERT STREET BALTIMORE MD 21202 520780194 501(C)(3) 85000 CONTRIBUTION COLLEGEBOUND FOUNDATION 300 WATER STREET STE 300 BALTIMORE MD 21202 521598921 501(C)(3) 3500000 CONTRIBUTION FUND FOR EDUCATIONAL EXCELLENCE 800 NORTH CHARLES STREET STE 400 BALTIMORE MD 21201 521129402 501(C)(3) 20000 CONTRIBUTION INSTITUTE FOR CHRISTIAN & JEWISH STUDIE 956 DULANEY VALLEY ROAD BALTIMORE MD 21204 521531016 501(C)(3) 50750 CONTRIBUTION JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 5200 CONTRIBUTION KENNEDY KRIEGER INSTITUTE 707 NORTH BROADWAY BALTIMORE MD 21205 521734695 501(C)(3) 12100 CONTRIBUTION MARYLAND FOOD BANK 2200 HALETHORPE FARMS ROAD BALTIMORE MD 21227 521135690 501(C)(3) 10000 CONTRIBUTION MENTOR THE NATIONAL MENTORING PARTNERSHIP 201 SOUTH STREET STE 615 BOSTON MA 02111 521674088 501(C)(3) 10000 CONTRIBUTION TEACH FOR AMERICA 2601 NORTH HOWARD STREET SUITE 300 BALTIMORE MD 21218 133541913 501(C)(3) 115800 CONTRIBUTION THE ASSOCIATED 101 W MOUNT ROYAL AVE BALTIMORE MD 21201 526024192 501(C)(3) 300000 CONTRIBUTION THE SEED SCHOOL OF MARYLAND 200 FONT HILL AVE BALTIMORE MD 21223 061818759 501(C)(3) 12000 CONTRIBUTION UNITED WAY OF CENTRAL MARYLAND 1800 WASHINGTON BLVD SUITE 340 BALTIMORE MD 21230 520591543 501(C)(3) 76000 CONTRIBUTION UNIVERSITY OF BALTIMORE FOUNDATION 1130 N CHARLES ST BALTIMORE MD 21201 237036780 501(C)(3) 101000 CONTRIBUTION WYPR (YOUR PUBLIC RADIO CORPORATION) 2216 NORTH CHARLES STREET BALTIMORE MD 21218 311770828 501(C)(3) 6500 CONTRIBUTION 26 PART I, LINE 2: GRANTS AND CONTRIBUTIONS ARE SUBMITTED TO THE CHAIRPERSON AND PRESIDENT FOR REVIEW AND APPROVAL. THE BOARD OF DIRECTORS, ANNUALLY, APPROVES THESE GRANTS AND CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 MARK JOSEPH AND PATRICIA JOSEPH ARE HUSBAND AND WIFE CARA WEIMAN AND JESSICA JOSEPH ARE THE DAUGHTERS OF MARK AND PATRICIA JOSEPH FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTANT OF THE FOUNDATION. ONCE PREPARED, THE PRESIDENT AND CHAIRPERSON REVIEW FORM 990 BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT AND CHAIRPERSON OF THE FOUNDATION MONITOR ALL TRANSACTIONS FOR CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. PARK VIEW AT BEL AIR DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 522210407 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 39684 145 0 1 0.51000 GLEN BURNIE DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 383655425 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 40782 185 0 1 0.50100 SNOWDEN RIVER DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 141889259 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 35140 35913 0 1 0.50100 ELLICOTT CITY II DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 522271724 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 1665 60996 0 1 0.50100 PARKVILLE DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 510394855 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 60222 0 1 0.50100 COLDSPRING DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 522200928 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD SHELTER FOUNDATION RELATED -587 56478 0 1 0.51000 WOODBRIDGE COMMONS DEVELOPMENT LLLP 218 N CHARLES ST BALTIMORE MD 21201 010809931 OWNERSHIP OF LOW OR MODERATE INCOME APARTMENTS MD TSF INVESTMENT CORPORATION RELATED 98452 47070 0 1 0.50100 TSF INVESTMENT CORPORATION 621 PRATT ST BALTIMORE MD 21202 522096220 INVESTMENTS IN LOW INCOME HOUSING MD SHELTER FOUNDATION INC C -123 19787 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0