COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INCORPORATED: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INCORPORATED (EIN 52-1488711)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-06
- IRS object ID
- 201601279349300855
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-06T11:45:03-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521488711 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF FREDERICK | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY MARYLAND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 3016957660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 EAST CHURCH STREET | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH Y DAY | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 3016957660 | PhoneNum |
| Signature | 2016-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN KELLER | PreparerPersonNm |
| PTIN | P00245169 | PTIN |
| Phone | 4107275735 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH Y DAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 EAST CHURCH STREET | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,979,754 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FREDERICKCOUNTYGIVES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | GENEROUS DONORS CREATE POSITIVE IMPACT IN THE LIVES OF FREDERICK COUNTY CITIZENS THROUGH GRANTS AND SCHOLARSHIPS. IN FY2015, GRANTS TOTALING $4,222,522 BENEFITED 269 NONPROFITS SERVING THE COMMUNITY, SUPPORTING THEIR CRITICAL PROGRAMS AND PROVIDING SERVICES TO THOUSANDS OF RESIDENTS. SCHOLARSHIPS FOR POST-SECONDARY STUDY (INCLUDING VOCATIONAL TRAINING) TOTALING $552,000 WERE PROVIDED TO 272 STUDENTS. AS A RESULT, THE WELL-BEING, GROWTH, AND SUCCESS OF FREDERICK COUNTY CITIZENS AND OUR COMMUNITY-AT-LARGE WAS IMPROVED, AND ADVOCACY FOR NEW DONORS WAS ACCOMPLISHED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 128 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,317 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,143,079 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,565,876 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,877,371 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,847,584 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,020,450 | PYTotalRevenueAmt |
| CY Total Revenue | $13,413,460 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,396,080 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,825,102 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $698,356 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $867,397 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $330,088 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $716,930 | PYOtherExpensesAmt |
| CY Other Expenses | $831,015 | CYOtherExpensesAmt |
| PY Total Expenses | $4,811,366 | PYTotalExpensesAmt |
| CY Total Expenses | $6,523,514 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,209,084 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,889,946 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,350,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,656,844 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,191,187 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,761,960 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $93,159,124 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $97,894,884 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COMMUNITY FOUNDATION IS DEDICATED TO CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER TO ENRICH THE QUALITY OF LIFE IN FREDERICK COUNTY NOW AND FOR FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $776,220 | ExpenseAmt |
| Grant | $533,760 | GrantAmt |
| Desc | THE COMMUNITY FOUNDATION IS ONE OF FREDERICK COUNTY'S LARGEST PROVIDERS OF SCHOLARSHIPS TO INDIVIDUALS PURSUING POST-SECONDARY EDUCATION, WHICH INCLUDES TWO AND FOUR YEAR COLLEGES AND UNIVERSITIES AS WELL AS TRADE SCHOOLS. SCHOLARS' AGES ARE 17 AND UP, AS SOME SCHOLARSHIPS ARE SPECIFICALLY FOR NON-TRADITIONAL STUDENTS. SCHOLARSHIPS ARE AVAILABLE FOR ALMOST ANY AREA OF STUDY, SOME DO NOT CONSIDER FINANCIAL NEED AS CRITERIA, AND SOME ARE RENEWABLE FOR ONE OR MORE YEARS. IN ADDITION, SEPARATE MUSIC SCHOLARSHIPS FOR YOUTH AGES 6 TO 17 ARE PROVIDED FOR CONTINUING EDUCATION IN VOICE AND INSTRUMENTAL INSTRUCTION. ATHLETIC SCHOLARSHIPS FOR YOUTH AGES 11 TO 18 (GRADES 6-12) ARE ALSO PROVIDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,525,934 | ExpenseAmt |
| Grant | $4,291,342 | GrantAmt |
| Desc | THE COMMUNITY FOUNDATION PROVIDES DISCRETIONARY AND DESIGNATED GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS THAT ARE CHARITABLE, EDUCATIONAL, SCIENTIFIC, LITERARY OR FAITH-BASED IN PURPOSE. THE DISCRETIONARY GRANTS INVOLVE A GRANT APPLICATION PROCESS; NONPROFIT ORGANIZATIONS MUST DESCRIBE THE PROGRAM FOR WHICH THEY ARE REQUESTING SUPPORT AND MUST DEMONSTRATE HOW THE GRANT WILL NOT ONLY HELP ACHIEVE THEIR GOALS, BUT HOW THE GRANT WILL POSITIVELY IMPACT THE COMMUNITY. FINAL REPORTS FROM EACH ORGANIZATION ENSURE ACCOUNTABILITY. THE DESIGNATED GRANTS ARE DISBURSED ANNUALLY TO NONPROFIT ORGANIZATIONS AS SPECIFIED BY THE DONOR'S FUND AGREEMENT, PROVIDING THE ORGANIZATION MEETS THE 501(C)(3)REQUIREMENT AND IS IN GOOD STANDING. GRANTS SUPPORT HEALTH, HUMAN SERVICES, THE ARTS, ENVIRONMENT, HISTORIC PRESERVATION, ANIMAL WELFARE, EDUCATION, YOUTH PROGRAMS, CIVIC CAUSES, ELDER CARE CAUSES, FAITH-BASED PROGRAMS, AND COMMUNITY PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,302,154 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAIL FITZGERALD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016957660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 EAST CHURCH STREET | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CYNTHIA S PALMER | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBRA S BORDEN | ||||||
| FIRST VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOD P SALISBURY | ||||||
| SECOND VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DALE T SUMMERS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOANNE R MCCOY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES R SHOEMAKER | ||||||
| PAST CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOY ONLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA COBLENTZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HOFFMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J RAY RAMSBURG III | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY SHORES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK A MAYER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BLAKESLEE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CORNELIUS R FAY III | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARRY GEORGE III | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN HESSLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHABRI MOORE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TED LUCK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN CHIDESTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL K TREGONING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA K WALKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STACEY COLLINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMARIS LITTLE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY ROLLINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| C MATT WILEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANET MCCURDY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BROADRUP | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA MAIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH Y DAY | ||||||
| PRESIDENT & CEO | 50.00 | Yes (X) | $114,738 | $0 | $12,407 | |
| GAIL M FITZGERALD | ||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $87,934 | $0 | $11,474 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $202,672 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,881 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,565,876 | AllOtherContributionsAmt |
| Noncash Contributions | $3,098,310 | NoncashContributionsAmt |
| Total Contributions | $8,565,876 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,343,139 | TotalRevenueColumnAmt |
| Exclusion | $2,343,139 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,070,739 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,566,294 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,504,445 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,504,445 | TotalRevenueColumnAmt |
| Exclusion | $2,504,445 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,413,460 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,847,584 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,291,342 | TotalAmt |
| Program Services | $4,291,342 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,760 | TotalAmt |
| Program Services | $533,760 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,191 | TotalAmt |
| Program Services | $51,288 | ProgramServicesAmt |
| Management And General | $146,794 | ManagementAndGeneralAmt |
| Fundraising | $77,109 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,128 | TotalAmt |
| Program Services | $233,524 | ProgramServicesAmt |
| Management And General | $89,571 | ManagementAndGeneralAmt |
| Fundraising | $155,033 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,389 | TotalAmt |
| Program Services | $5,393 | ProgramServicesAmt |
| Management And General | $3,243 | ManagementAndGeneralAmt |
| Fundraising | $1,753 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,599 | TotalAmt |
| Program Services | $25,960 | ProgramServicesAmt |
| Management And General | $12,345 | ManagementAndGeneralAmt |
| Fundraising | $12,294 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,090 | TotalAmt |
| Program Services | $21,636 | ProgramServicesAmt |
| Management And General | $15,418 | ManagementAndGeneralAmt |
| Fundraising | $16,036 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,954 | TotalAmt |
| Program Services | $1,009 | ProgramServicesAmt |
| Management And General | $8,945 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,505 | TotalAmt |
| Management And General | $473,505 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,883 | TotalAmt |
| Program Services | $13,002 | ProgramServicesAmt |
| Management And General | $19,893 | ManagementAndGeneralAmt |
| Fundraising | $3,988 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,628 | TotalAmt |
| Management And General | $4,157 | ManagementAndGeneralAmt |
| Fundraising | $12,471 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,151 | TotalAmt |
| Program Services | $11,388 | ProgramServicesAmt |
| Management And General | $14,394 | ManagementAndGeneralAmt |
| Fundraising | $18,369 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,743 | TotalAmt |
| Program Services | $35,237 | ProgramServicesAmt |
| Management And General | $14,830 | ManagementAndGeneralAmt |
| Fundraising | $5,676 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,169 | TotalAmt |
| Program Services | $21,652 | ProgramServicesAmt |
| Management And General | $30,559 | ManagementAndGeneralAmt |
| Fundraising | $6,958 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,543 | TotalAmt |
| Program Services | $304 | ProgramServicesAmt |
| Management And General | $860 | ManagementAndGeneralAmt |
| Fundraising | $1,379 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,561 | TotalAmt |
| Program Services | $5,789 | ProgramServicesAmt |
| Management And General | $1,749 | ManagementAndGeneralAmt |
| Fundraising | $1,023 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,108 | TotalAmt |
| Program Services | $6,879 | ProgramServicesAmt |
| Management And General | $10,318 | ManagementAndGeneralAmt |
| Fundraising | $1,911 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,905 | TotalAmt |
| Program Services | $4,959 | ProgramServicesAmt |
| Management And General | $3,138 | ManagementAndGeneralAmt |
| Fundraising | $2,808 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENTS | $44,745 | $20,508 | $17,628 | $6,609 |
| DUES & SUBSCRIPTIONS | $15,576 | $6,281 | $7,430 | $1,865 |
| ANNUAL REPORT | $15,142 | $5,451 | $8,177 | $1,514 |
| NEWSLETTER | $10,081 | $3,629 | $2,420 | $4,032 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,321 | TotalAmt |
| Program Services | $3,163 | ProgramServicesAmt |
| Management And General | $5,898 | ManagementAndGeneralAmt |
| Fundraising | -$740 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,523,514 | TotalAmt |
| Program Services | $5,302,154 | ProgramServicesAmt |
| Management And General | $891,272 | ManagementAndGeneralAmt |
| Fundraising | $330,088 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,617,193 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $427,127 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,376 | BOYAmt |
| EOY | $177,589 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,122 | BOYAmt |
| EOY | $29,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $525,597 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $369,946 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,824 | BOYAmt |
| EOY | $155,651 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,567,332 | BOYAmt |
| EOY | $94,147,011 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,831,464 | BOYAmt |
| EOY | $11,719,768 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,350,311 | BOYAmt |
| EOY | $106,656,844 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,967 | BOYAmt |
| EOY | $1,128,930 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,540,220 | BOYAmt |
| EOY | $7,633,030 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,191,187 | BOYAmt |
| EOY | $8,761,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,708,542 | BOYAmt |
| EOY | $77,776,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,776,636 | BOYAmt |
| EOY | $10,637,490 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,673,946 | BOYAmt |
| EOY | $9,481,394 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,159,124 | BOYAmt |
| EOY | $97,894,884 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,350,311 | BOYAmt |
| EOY | $106,656,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,889,946 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,048,602 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$105,584 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,939,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,726,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,392,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,143,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,565,876 | CurrentTaxYearAmt |
| Total | $47,767,445 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,939,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,726,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,392,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,143,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,565,876 | CurrentTaxYearAmt |
| Total | $47,767,445 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,174,494 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,592,951 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,316,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,242,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,650,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,249,593 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,343,139 | CurrentTaxYearAmt |
| Total | $8,801,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,568,772 | TotalSupportAmt |
| Public Support CY170 | 0.48780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 147 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 558 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $729,298 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $8,449,081 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $788,240 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $4,181,244 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $10,236,376 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $87,321,826 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,321,616 | BeginningYearBalanceAmt |
| Contributions | $259,067 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $98,579 | GrantsOrScholarshipsAmt |
| Other Expenditures | $583,427 | OtherExpendituresAmt |
| End Year Balance | $11,894,072 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,438,024 | BeginningYearBalanceAmt |
| Contributions | $42,352 | ContributionsAmt |
| Investment Earnings Or Losses | $902,659 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $61,419 | GrantsOrScholarshipsAmt |
| End Year Balance | $12,321,616 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,936,821 | BeginningYearBalanceAmt |
| Contributions | $25,916 | ContributionsAmt |
| Investment Earnings Or Losses | $552,903 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $77,616 | GrantsOrScholarshipsAmt |
| End Year Balance | $11,438,024 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,621,709 | BeginningYearBalanceAmt |
| Contributions | $335,943 | ContributionsAmt |
| Investment Earnings Or Losses | $26,005 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,836 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,936,821 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,339,207 | BeginningYearBalanceAmt |
| Contributions | $4,363,661 | ContributionsAmt |
| Investment Earnings Or Losses | $940,844 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,003 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,621,709 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.79720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20280 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $333,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,059 | DepreciationAmt |
| Book Value | $115,462 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,076 | OtherCostOrOtherBasisAmt |
| Depreciation | $151,887 | DepreciationAmt |
| Book Value | $40,189 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $155,651 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PRESENT VALUE OF REMAINDER INTERESTS | $1,766,169 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $157,194 |
| DUE FROM CFHC | $23,291 |
| CONTRIBUTIONS RECEIVABLE | $9,773,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,719,768 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS | $1,270,729 |
| FUNDS HELD FOR OTHERS (FAS 136) | $6,362,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,633,030 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,013,002 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,048,602 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $4,417 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $300,592 | OtherRevenueAmt |
| Revenue Not Reported | -$1,743,593 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,756,595 | RevenueSubtotalAmt |
| Other Revenues Not Included | $656,865 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $656,865 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,413,460 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,278,987 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,417 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $249,066 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $253,483 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,025,504 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $498,010 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $498,010 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,523,514 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HAS A TRUSTEE-APPROVED SPENDING POLICY THAT DISTRIBUTES 5% OF THE FUND'S FAIR MARKET VALUE AS OF JUNE 30, OF THE PREVIOUS FISCAL YEAR FOR ALL FUNDS. ENDOWMENTS SPEND 5% AS LONG AS PRINCIPAL OBTAINED THROUGH CONTRIBUTIONS IS NOT INVADED. |
| PART X, LINE 2: | THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CSV 13,624. RELATED ORGANIZATION INCOME 247,321. CHANGE IN PV OF FUTURE INTEREST 39,647. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDS HELD FOR OTHERS 427,955. ELIMINATION OF INTERCOMPANY TRANSACTIONS 228,910. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION EXPENSES 249,066. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDS HELD FOR OTHERS 269,100. ELIMINATION OF INTERCOMPANY TRANSACTIONS 228,910. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | ENDOWMENT INVESTMENTS OFF SHORE | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $3,017,604 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,017,604 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,017,604 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (86 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVENTIST HEALTH CARE INC | ||||||||
| 1801 RESEARCH BLVD STE 400 | ROCKVILLE | MD | 20850 | 521532556 | 501(C)(3) | $30,673 | UNRESTRICTED | |
| ADVOCATES FOR HOMELESS FAMILIES INC | ||||||||
| 216 ABRECHT PLACE | FREDERICK | MD | 21701 | 521591139 | 501(C)(3) | $41,521 | PARTIAL SALARIES FOR 2 TRANSITIONAL HOUSING CARE MANAGERS, AFTER SCHOOL ACTIVITIES, SUMMER MUSIC PROGRAMS FOR THE HOMELESS, UNRESTRICTED | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| NATIONAL HEADQUARTERS PO BOX 37243 | WASHINGTON | DC | 20013 | 530196605 | 501(C)(3) | $8,559 | EMERGENCY ASSISTANCE TO NEEDY PEOPLE WHO HAVE SUFFERED FROM FIRES, FLOODS AND OTHER LIKE CATASTROPHES | |
| ARC OF FREDERICK COUNTY INC | ||||||||
| 620-A RESEARCH DRIVE | FREDERICK | MD | 21703 | 526055211 | 501(C)(3) | $167,603 | ASSIST SPECIAL NEEDS CHILDREN, ADULT CHANGING TABLE AND PROMETHEAN BOARD, ROCK CREEK MENTORING PROGRAM, UNRESTRICTED | |
| BOYS & GIRLS CLUB OF FREDERICK COUNTY INC | ||||||||
| 413 BURCK STREET | FREDERICK | MD | 21701 | 521107974 | 501(C)(3) | $14,854 | UNRESTRICTED, PROGRAM SCHOLARSHIPS, 2015 TOUR DE FREDERICK, VIOLIN INSTRUCTIONS, MARKETING DISPLAY MATERIALS, CLUBRIDERS SUPPLIES | |
| BRAINY CAMPS - CHILDREN'S NATIONAL MEDICAL CENTER | ||||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | 271547370 | 501(C)(3) | $5,600 | RESTRICTED FOR CAMP NEW FRIENDS | |
| C BURR ARTZ TRUST | ||||||||
| 110 EAST PATRICK ST | FREDERICK | MD | 21701 | 520591537 | 501(C)(3) | $5,050 | HOOD COLLEGE TEACHER'S HONORARIUM FOR THE JANUARY ACADEMY AND TRAINING RELATED TO THE STEM PRESCHOOL ACADEMY | |
| CALVARY UNITED METHODIST CHURCH | ||||||||
| 131 WEST SECOND STREET | FREDERICK | MD | 21701 | 520685068 | 501(C)(3) | $12,911 | CALVARY WEEKDAY SCHOOL SCHOLARSHIPS AND UNRESTRICTED | |
| CARROLL MANOR FIRE COMPANY | ||||||||
| PO BOX 7 | ADAMSTOWN | MD | 21710 | 521293774 | 501(C)(3) | $11,854 | UNRESTRICTED | |
| CHILD ADVOCACY CENTER OF FREDERICK COUNTY | ||||||||
| 12 E CHURCH STREET | FREDERICK | MD | 21701 | 205149362 | 501(C)(3) | $21,103 | REDECORATING AND RENOVATING, HEALING GARDEN AT BONITA MAAS PARK AND UNRESTRICTED | |
| CHURCH OF THE TRANSFIGURATION | ||||||||
| 6909 MARYLAND AVE PO BOX 87 | BRADDOCK HEIGHTS | MD | 21714 | 521549171 | 501(C)(3) | $246,994 | UNRESTRICTED | |
| CITY OF FREDERICK ECONOMIC DEVELOPMENT | ||||||||
| 101 NORTH COURT STREET | FREDERICK | MD | 21701 | 526000789 | 501(C)(3) | $8,985 | UNRESTRICTED | |
| DELAPLAINE VISUAL ARTS EDUCATION CENTER | ||||||||
| 40 SOUTH CARROLL STREET | FREDERICK | MD | 21701 | 521481592 | 501(C)(3) | $24,152 | ART CLASSES, SCHOLARSHIPS, EXHIBIT GALLERY PROJECT & UNRESTRICTED | |
| DOWNTOWN FREDERICK PARTNERSHIP | ||||||||
| 19 E CHURCH ST | FREDERICK | MD | 21701 | 521682341 | 501(C)(3) | $35,661 | FLOWERS OVER FREDERICK | |
| DR J ELMER HARP MEDICAL CENTER | ||||||||
| 400 EASH MAIN STREET | MIDDLETOWN | MD | 21769 | 521076100 | 501(C)(3) | $11,732 | SCHOLARSHIPS | |
| EVANGELICAL LUTHERAN CHURCH | ||||||||
| 35 EAST CHURCH STREET | FREDERICK | MD | 21701 | 520627772 | 501(C)(3) | $22,104 | FINE ARTS SERIES AND UNRESTRICTED | |
| FOREST HILLS BAPTIST CHURCH | ||||||||
| 201 DIXIE TRAIL | RALEIGH | NC | 27607 | 566003619 | 501(C)(3) | $15,000 | REPAIRS AND PAINT OF PRESCHOOL HALLWAY AND REFURBISHING THE CLASSROOMS ON THE PRESCHOOL HALLWAY | |
| FREDERICK ACADEMY OF THE VISITATION | ||||||||
| 100 S MARKET STREET | FREDERICK | MD | 21701 | 043819202 | 501(C)(3) | $5,542 | SCHOLARSHIPS | |
| FREDERICK COMMUNITY ACTION AGENCY | ||||||||
| 100 S MARKET STREET | FREDERICK | MD | 21701 | 521036628 | 501(C)(3) | $21,100 | PRIMARY HEALTH CARE TO CLIENTS, ASTHMA MEDICATION, EVALUATION FOR A COCHLER IMPLANT, SOUP KITCHEN, TRANSITIONAL SHELTER, HOUSING FIRST PROGRAM, AND THE FOOD BANK | |
| FREDERICK COMMUNITY COLLEGE | ||||||||
| 7932 OPPOSSUMTOWN PIKE | FREDERICK | MD | 21702 | 520743590 | 501(C)(3) | $32,769 | SCHOLARSHIPS | |
| FREDERICK COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 7932 OPPOSSUMTOWN PIKE | FREDERICK | MD | 21702 | 521231768 | 501(C)(3) | $15,385 | POLICE SCIENCE PROGRAM, WOMAN TO WOMAN MENTORING, MEN'S SOCCER PROGRAM | |
| FREDERICK COUNTY CHAMBER OF COMMERCE | ||||||||
| 8420 GAS HOUSE PIKE STE B | FREDERICK | MD | 21701 | 520318880 | 501(C)(6) | $29,426 | FREDERICK COUNTY BUSINESS ROUNDTABLE, SUMMER INTERNSHIPS, FREDERICK CENTER FOR RESEARCH AND EDUCATION IN SCIENCE AND TECHNOLOGY | |
| FREDERICK COUNTY BOARD OF COUNTY COMMISSIONERS | ||||||||
| 12 E CHURCH STREET | FREDERICK | MD | 21702 | 526000943 | 501(C)(3) | $66,145 | FAMILY PARTNERSHIP BRIGHT FUTRES II PROJECT AND EARLY CHILDHOOD EDUCATION | |
| FREDERICK COUNTY DEPT OF SOCIAL SERVICES - FOSTER CAREINDEPENDENT LIVING | ||||||||
| 100 EAST ALL SAINTS STREET | FREDERICK | MD | 21701 | 526002033 | 501(C)(3) | $5,000 | FOSTER CARE AND ADOPTION DIVISION, PURCHASE OF GIFTS/GIFT CARDS FOR CHILDREN/TEENS UNDER DSS SUPERVISION | |
| FREDERICK COUNTY HEALTH DEPARTMENT | ||||||||
| 350 MONTEVUE LANE | FREDERICK | MD | 21702 | 861131979 | 501(C)(3) | $11,000 | PRENATAL CARE PROGRAM AND PURCHASE OF NALOXONE | |
| FREDERICK COUNTY LANDMARKS | ||||||||
| 1110 ROSEMONT AVENUE | FREDERICK | MD | 21701 | 237241926 | 501(C)(3) | $17,950 | HISTORIC PRESERVATION AND SCHOLARLY RESEARCH OF BUILDINGS IN FREDERICK COUNTY, OPERATING COSTS, ON-GOING MAINTENANCE AND CAPITAL IMPROVEMENTS OF SCHIFFERSTADT AND BEATTY CRAMER HOUSE | |
| FREDERICK COUNTY PUBLIC LIBRARIES | ||||||||
| 110 E PATRICK ST | FREDERICK | MD | 21701 | 522173683 | 501(C)(3) | $34,110 | PURCHASE, ACQUISTION AND MAINTENANCE OF MATERIALS IN THE MARYLAND ROOM , PURCHASE MATERIALS FOR USE BY PATRONS OF C. BURR ARTZ LIBRARY AND REDBOX WORKSHOP FOR BRUNSWICK LIBRARY | |
| FREDERICK COUNTY PUBLIC SCHOOLS | ||||||||
| 191 SOUTH EAST STREET | FREDERICK | MD | 21701 | 526000941 | 501(C)(3) | $73,102 | COMPUTERS, PARKWAY ELEMENTARY SCHOOL'S MEDIA CENTER AND AFTER SCHOOL MENTORING PROGRAM;ACADEMIC AND EXTRA-CURRICULAR PROGRAMS AND ACTIVITIES AT CATOCTIN HIGH SCHOOL; PURCHASE MUSIC EQUIPMENT AND MATERIALS;ENRICHMENT PROGRAMS; AGRICULTURAL EDUCATION AND ACTIVITIES;TO PARTIALLY FUND THE "LET'S DO LUNCH: FARMS & FOOD AROUND THE WORD" PROJECT;VALLEY ELEMENTARY SCHOOL FOR THE PURCHASE OF CALDECOTT AND NEWBERY MEDAL BOOKS; PRE-K READING: LET'S READ TOGETHER FAMILY READING PROJECT AT BALLENGER CREEK ELEMENTARY SCHOOL;SHEET MUSIC FOR PROFESSIONAL LENDING LIBRARY;SPONSORSHIP FOR JHU ENGINEERING INNOVATION PROGRAM; THURMONT ELEMENTARY SCHOOL'S MEDIA CENTER; SUPPLIES FOR THE ART DEPARTMENT AT GOVERNOR THOMAS JOHNSON HIGH SCHOOL; OSHA 10 CERTIFICATIONS FOR STUDENTS IN THE CONSTRUCTION TRADES PROGRAMS AT THE CAREER AND TECHNOLOGY CENTER; INTEGRATING ART, INSPIRING CREATIVITY FOR THE STUDENTS IN THE SUCCESS PROGRAM; FREDERICK HIGH SCHOOL'S PERFORMING ARTS DEPARTMENT; ENRICHMENT AND ENHANCEMENT PROGR | |
| FREDERICK MEMORIAL HOSPITAL INC | ||||||||
| 400 WEST SEVENTH STREET | FREDERICK | MD | 21701 | 520591612 | 501(C)(3) | $901,569 | PROVIDE SUPPORT FOR EMERGENCY SERVICE, CANCER CENTER AND UNRESTRICTED | |
| FREDERICK UNION RESCUE MISSION INC | ||||||||
| 419 WEST SOUTH STREET | FREDERICK | MD | 21705 | 520813371 | 501(C)(3) | $57,011 | UNRESTRICTED, FAITH HOUSE, PROVIDING FOOD, CLOTHING, SHELTER OR SUBSTANCE ABUSE PROGRAMS, PURCHASE OF TURKEYS FOR NEEDY FAMILIES AT CHRISTMAS, USED SKID LOADER FOR FOOD BANK, A CASE MANAGER'S PARTIAL SALARY | |
| FRIENDS OF BAKER PARK | ||||||||
| PO BOX 4146 | FREDERICK | MD | 21705 | 521759639 | 501(C)(3) | $46,862 | CULLER LAKE RENOVATIONS AND IMPROVEMENTS | |
| FRIENDS FOR NEIGHBORHOOD PROGRESS | ||||||||
| 100 S MARKET ST | FREDERICK | MD | 21701 | 521036628 | 501(C)(3) | $18,146 | MEALS AND FOOD AND UNRESTRICTED | |
| FRIENDS OF CARROLL CREEK URBAN PARK LLC | ||||||||
| 1509 HOMESTEAD AVE | FREDERICK | MD | 21702 | 461297552 | 501(C)(3) | $7,000 | BEAUTIFICATION OF CARROLL CREEK LINEAR PARK | |
| FRIENDS OF CATHOLIC EDUCATION INC | ||||||||
| 53 EAST PATRICK STREET 3RD FLOOR | FREDERICK | MD | 21702 | 521659600 | 501(C)(3) | $10,794 | SCHOLARSHIPS AND UNRESTRICTED | |
| GALE RECOVERY INC | ||||||||
| 608 EAST PATRICK STREET | FREDERICK | MD | 21701 | 521061150 | 501(C)(3) | $41,829 | BEHAVIORAL HEALTH COUNSELING AND INSURANCE NAVIGATION FOR 100 RESIDENTS; HOUSING COUNSELING AND PLACEMENT; RESIDENTIAL TREATMENT PROGRAMS AND UNRESTRICTED | |
| GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL | ||||||||
| 4301 CONNECTICUT AVENUE NW STE M-2 | WASHINGTON | DC | 20008 | 540732966 | 501(C)(3) | $14,192 | TO SUPPORT GIRL SCOUT ACTIVITIES IN FREDERICK COUNTY, MARYLAND AND THE YOUNG LEADERS PROGRAM AT FCPS MIDDLE SCHOOLS | |
| GLADE UNITED CHURCH OF CHRIST | ||||||||
| 21 FULTON AVENUE PO BOX 236 | WALKERSVILLE | MD | 21793 | 520679615 | 501(C)(3) | $5,489 | UNRESTRICTED | |
| GOODWILL INDUSTRIES OF THE MONOCACY VALLEY INC | ||||||||
| 400 E CHURCH ST | FREDERICK | MD | 21701 | 237047548 | 501(C)(3) | $11,153 | PROGRAMS THAT TRAIN AND EDUCATE PERSONS WITH DISABILITIES, BUS PASSES FOR EMPLOYMENT CLIENTS, CAPITAL IMPROVEMENTS AND UNRESTRICTED | |
| GRACE UNITED CHURCH OF CHRIST | ||||||||
| 25 E 2ND STREET | FREDERICK | MD | 21701 | 520607994 | 501(C)(3) | $8,686 | SUPPORT THE ACTIVITIES, PROGRAMS AND CAPITAL NEEDS AND UNRESTRICTED | |
| HEART OF THE CIVIL WAR HERITAGE AREA INC | ||||||||
| 151 SOUTH EAST ST | FREDERICK | MD | 21701 | 464104592 | 501(C)(3) | $11,840 | 1865 COMMEMORATIONS FEATURING "GATH", LINCOLN, AND THE BOOTH CONSPIRACY AND UNRESTRICTED | |
| HEARTLY HOUSE INC | ||||||||
| PO BOX 857 | FREDERICK | MD | 21705 | 521186250 | 501(C)(3) | $52,801 | TRANSITIONAL HOUSING PROGRAM FAMILIES; CHILD ABUSE PREVENTION PROGRAMS, EMERGENCY SHELTER, COMMUNITY EDUCATIONS AND COUNSELING FOR CHILDREN UNDER AGE 18; RENTAL ASSISTANCE FOR CLIENTS; COUNSELING HOURS FOR CHILD VICTIMS OF CHILD ABUSE AND/OR WHO WITNESS VIOLENCE IN THEIR HOMES; CHILD THERAPY SUPPLIES AND UNRESTRICTED | |
| HISTORICAL SOCIETY OF FREDERICK COUNTY INC | ||||||||
| 24 EAST CHURCH STREET | FREDERICK | MD | 21701 | 526050333 | 501(C)(3) | $58,441 | PURCHASES OF OBJECTS AND/OR COLLECTIONS WITH HISTORICAL SIGNIFICANCE TO FREDERICK COUNTY, MARYLAND; MAINTENANCE AND RESTORATION OF THE ROGER BROOKE TANEY HOUSE; ACQUISITION OF HISTORICAL MATERIALS, TRAINING AND ACTIVITIES THAT PROMOTE HISTORIC RESEARCH; THE P. NEWMAN LECTURE SERIES; MAINTENANCE AND PRESERVATION OF BUILDINGS NOW OWNED OR HEREAFTER ACQUIRED BY THE HISTORICAL SOCIETY OF FREDERICK COUNTY, INC.; MICROFILM DIGITIZATION; MARKELL ART CONTEST AND UNRESTRICTED | |
| HOMEWOOD AT CRUMLAND FARMS | ||||||||
| 7407 WILLOW ROAD | FREDERICK | MD | 21702 | 521931794 | 501(C)(3) | $28,728 | SERVICES TO PERSONS WITH ALZHEIMER'S DISEASE AND RELATED DISORDERS AND UNRESTRICTED | |
| HOOD COLLEGE | ||||||||
| 401 ROSEMONT AVENUE | FREDERICK | MD | 21701 | 520591608 | 501(C)(3) | $54,321 | SCHOLARHIPS, MUSIC & ARTS AND STEM PROGRAMS AND UNRESTRICTED | |
| HOSPICE OF FREDERICK COUNTY INC | ||||||||
| PO BOX 1799 | FREDERICK | MD | 21705 | 521164513 | 501(C)(3) | $52,270 | BEREAVEMENT PROGRAMS FOR FAMILIES WHO HAVE LOST CHILDREN; CAMP JAMIE AND UNRESTRICTED | |
| HOUSING AUTHORITY OF THE CITY OF FREDERICK | ||||||||
| 209 MADISON ST | FREDERICK | MD | 21701 | 526001395 | 501(C)(3) | $22,933 | RISE PROGRAM; SUMMER GARDEN INTERN PROGRAM; 2015 "HOOKED ON FISHING/NOT ON DRUGS" FISHING RODEO; ACADEMIC ENRICHMENT ACTIVITIES FOR TEENS; AND SCHOLARSHIPS | |
| HOWARD CHAPEL RIDGEVILLE UNITED METHODIST CHURCH | ||||||||
| 1970 LONG CORNER ROAD | MOUNT AIRY | MD | 21771 | 521079627 | 501(C)(3) | $270,169 | UNRESTRICTED | |
| INTERFAITH HOUSING ALLIANCE INC | ||||||||
| 731 NORTH MARKET ST | FREDERICK | MD | 21701 | 521708782 | 501(C)(3) | $13,011 | SERVICES TO SUSTAIN OR TRANSITION INDIVIDUALS TO PERMANENT HOUSING; TO ASSIST PERSONS WHO ARE OF LOW AND MODERATE INCOME TO PURCHASE PRIMARY RESIDENCES; PROVIDE FINANCIAL EDUCATION WORKSHOPS; INTERFAITH HOUSING ALLIANCE 25TH ANNIVERSARY VIDEO; UNDERWRITING OF HOME INSPECTIONS AND UNRESTRICTED | |
| JOHNS HOPKINS AT KESWICK | ||||||||
| 3910 KESWICK RD STE S-5100 | BALTIMORE | MD | 21211 | 521651219 | 501(C)(3) | $5,999 | COORDINATION OF SERVICES FOR A PATIENT | |
| LEGAL AID BUREAU INC | ||||||||
| 500 E LEXINGTON ST | BALTIMORE | MD | 21202 | 520591621 | 501(C)(3) | $12,000 | LEGAL SERVICES | |
| LINGANORE OAKDALE URBANA YOUTH ATHLETIC ASSOCIATION | ||||||||
| PO BOX 302 | NEW MARKET | MD | 21774 | 521126673 | 501(C)(3) | $65,000 | LOUYAA & JEFFYS FIELD PROJECT, IRROGATION SYSTEM, CONCRETE FOOTERS FOR WALL, UPGRADES | |
| LIONS CLUB OF FREDERICK | ||||||||
| PO BOX 756 | FREDERICK | MD | 21705 | 237414856 | 501(C)(4) | $6,889 | EYE EXAMINATIONS AND EYE GLASSES FOR FREDERICK COUNTY RESIDENTS | |
| LITERACY COUNCIL OF FREDERICK COUNTY INC | ||||||||
| 110 E PATRICK STREET | FREDERICK | MD | 21701 | 521100228 | 501(C)(3) | $9,402 | PROVIDING PROGRAM SERVICES TO STUDENTS; PURCHASE OF TEXTBOOKS AND UNRESTRICTED | |
| MARYLAND 4-H FOUNDATION INC | ||||||||
| 8020 GREENMEAD DRIVE | COLLEGE PARK | MD | 20740 | 526056016 | 501(C)(3) | $30,673 | 4-H CLUB OF MONTGOMERY COUNTY | |
| MARYLAND FFA FOUNDATION INC | ||||||||
| PO BOX 3241 | SILVER SPRING | MD | 20918 | 521354382 | 501(C)(3) | $31,965 | UNRESTRICTED | |
| MARYLAND FOOD BANK | ||||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 21227 | 521135690 | 501(C)(3) | $6,397 | PURCHASE SHARE PROGRAM AND UNRESTRICTED | |
| MARYLAND SHERIFF'S YOUTH RANCH INC | ||||||||
| PO BOX 42 | BUCKEYSTOWN | MD | 21717 | 521055741 | 501(C)(3) | $6,414 | UNRESTRICTED | |
| MCDANIEL COLLEGE | ||||||||
| 2 COLLEGE HILL | WESTMINSTER | MD | 21157 | 520591694 | 501(C)(3) | $5,833 | SCHOLARSHIPS AND UNRESTRICTED | |
| MENTAL HEALTH ASSOCIATION OF FREDERICK COUNTY INC | ||||||||
| 226 SOUTH JEFFERSON ST | FREDERICK | MD | 21701 | 520968521 | 501(C)(3) | $61,160 | PROFESSIONAL DEVELOPMENT/EDUCATION THROUGH SCHOLARSHIPS TO STAFF; MENTAL HEALTH TREATMENT TO CLIENTS; PARTIAL SALARY FOR CASA CASE SUPERVISOR; UNRESTRICTED | |
| MISSION OF MERCY | ||||||||
| 22 S MARKET STREET SUITE 6D | FREDERICK | MD | 21701 | 860704883 | 501(C)(3) | $17,912 | DIRECT CARE SERVICES FOR CLIENTS WITH SEIZURE/BIPOLAR DISORDERS; DENTAL CARE FOR CLIENTS AND UNRESTRICTED | |
| MONTGOMERY COUNTY PUBLIC SCHOOL | ||||||||
| 8501 HUNGERFORD DRIVE 149 | ROCKVILLE | MD | 20850 | 521804509 | 501(C)(3) | $61,345 | COLLEGE SCHOLARSHIPS FOR NEEDY STUDENTS AT POOLESVILLE HIGH SCHOOL. | |
| MOUNT SAINT MARY'S UNIVERSITY | ||||||||
| 16300 OLD EMMITSBURG RD DEVELOPMENT | EMMITSBURG | MD | 21727 | 520591672 | 501(C)(3) | $6,792 | SCHOLARSHIPS AND UNRESTRICTED | OFFICE |
| NATIONAL LUTHERAN HOME FOR THE AGED | ||||||||
| 9701 VIERS DRIVE | ROCKVILLE | MD | 20850 | 530196624 | 501(C)(3) | $16,054 | UNRESTRICTED | |
| NEUROFIBROMATOSIS MID-ATLANTIC INC | ||||||||
| 3600 CLIPPER MILL ROAD SUITE 240 | BALTIMORE | MD | 21211 | 222580179 | 501(C)(3) | $7,650 | UNRESTRICTED | |
| NEW HOPE UNITED METHODIST CHURCH | ||||||||
| 7 SOUTH MARYLAND AVENUE | BRUNSWICK | MD | 21716 | 520683373 | 501(C)(3) | $5,916 | UNRESTRICTED | |
| OPERATION SECOND CHANCE INC | ||||||||
| 22708 BIRCHCREST LN | CLARKSBURG | MD | 20871 | 202624345 | 501(C)(3) | $10,000 | VETERAN ASSISTANCE | |
| PARTNER'S IN CARE INC | ||||||||
| 90B RITCHIE HIGHWAY | PASADENA | MD | 21122 | 521911806 | 501(C)(3) | $9,644 | VOLUNTEER TRANSPORTATION COSTS FOR ASSISTING SENIORS; COMPUTERS; UNRESTRICTED FOR CARE OF FREDERICK COUNTY RESIDENTS | |
| RELIGIOUS COALITION FOR EMERGENCY HUMAN NEEDS | ||||||||
| 27 DEGRANGE STREET | FREDERICK | MD | 21701 | 521449375 | 501(C)(3) | $124,019 | DENTAL CARE SERVICES FOR 100 CLIENTS; SECURITY DEPOSITS; PRESCRIPTION MEDICATIONS; ALAN LINTON COLD WEATHER SHELTER; CASE MANAGEMENT SERVICES AND UNRESTRICTED | |
| ROTARY CLUB OF FREDERICK | ||||||||
| PO BOX 13 | FREDERICK | MD | 21705 | 524066110 | 501(C)(4) | $20,000 | DENTAL SERVICES FOR HANDICAP - ROTARY SMILES PROGRAM | |
| SAINT JOHN'S CATHOLIC PREP | ||||||||
| 3989 BUCKEYSTOWN PIKE | BUCKEYSTOWN | MD | 21717 | 520954961 | 501(C)(3) | $14,081 | SCHOLARSHIPS | |
| SALVATION ARMY | ||||||||
| 223 W FIFTH ST | FREDERICK | MD | 21701 | 222406433 | 501(C)(3) | $7,921 | TO PROVIDE FINANCIAL SUPPORT FOR EMERGENCY ASSISTANCE TO NEEDY PEOPLE WHO HAVE SUFFERED FROM FIRES, FLOODS AND OTHER LIKE CATASTROPHES AND UNRESTRICTED | |
| SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVD STE 102 PMB 609 | OCEANSIDE | CA | 92057 | 260086305 | 501(C)(3) | $5,000 | SOLDIERS AND FAMILIES AT WALTER REED MEDICAL CENTER | |
| SERVICE COORDINATION | ||||||||
| 5303 SPECTRUM DR STE I | FREDERICK | MD | 21703 | 521651219 | 501(C)(3) | $11,332 | OCCUPATIONAL THERAPY SERVICES | |
| SETON CENTER INC | ||||||||
| 16840 S SETON AVE | EMMITSBURG | MD | 21727 | 521182284 | 501(C)(3) | $24,132 | DENTAL CARE FOR LOW-INCOME, UNINSURED CLIENTS FROM FREDERICK COUNTY; RENTAL SUBSIDIES, UTILITY ASSISTANCE, FOOD, CLOTHING AND MEDICAL SERVICES | |
| SIERRA CLUB FOUNDATION | ||||||||
| 85 SECOND ST STE 750 | SAN FRANCISCO | CA | 94105 | 946069890 | 501(C)(3) | $7,500 | CATOCTIN GROUP, MARYLAND CHAPTER | |
| SPECIAL OPERATIONS FUND | ||||||||
| 901 N STUART ST STE 200 | ARLINGTON | VA | 22203 | 521765222 | 501(C)(3) | $5,000 | UNRESTRICTED | |
| SPLASHES OF HOPE | ||||||||
| PO BOX 537 | HUNTINGTON | NY | 11743 | 113355542 | 501(C)(3) | $14,532 | HAND-PAINTED MURALS AT FREDERICK MEMORIAL HOSPITAL | |
| ST VINCENT DE PAUL SOCIETY-ST JOHN CONFERENCE | ||||||||
| 112 EAST SECOND ST | FREDERICK | MD | 21701 | 455454041 | 501(C)(3) | $18,005 | EMERGENCY ASSISTANCE TO FREDERICK COUNTY RESIDENTS | |
| TRINITY SCHOOL OF FREDERICK INC | ||||||||
| 6040 NEW DESIGN RD | FREDERICK | MD | 21703 | 522343384 | 501(C)(3) | $24,073 | INSTALLING A WIRELESS NETWORK AND PURCHASING 11 LAP TOP COMPUTERS; TUITION ASSISTANCE FOR 23 STUDENTS; CLASSROOM PAINTING | |
| UNITARIAN UNIVERSALIST CONGREGATION OF FREDERICK | ||||||||
| 4880 ELMER DERR RD | FREDERICK | MD | 21703 | 521161535 | 501(C)(3) | $50,220 | UNRESTRICTED | |
| UNITED WAY OF FREDERICK COUNTY INC | ||||||||
| PO BOX 307 | FREDERICK | MD | 21705 | 520607973 | 501(C)(3) | $7,191 | UNRESTRICTED | |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | ||||||||
| 2119 MAIN ADMINISTRATION BLDG | COLLEGE PARK | MD | 20742 | 522197313 | 501(C)(3) | $30,673 | UNIVERSITY OF MARYLAND, COLLEGE OF AGRICULTURE. | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 300 EAST RIVER RD | ROCHESTER | NY | 14627 | 160743209 | 501(C)(3) | $30,000 | EASTMAN SCHOOL OF MUSIC FOR THE 2015 FERNANDO LAIRES CONCERT SERIES | |
| WALKERSVILLE UNITED METHODIST CHURCH | ||||||||
| 22 MAIN STREET | WALKERSVILLE | MD | 21793 | 526043801 | 501(C)(3) | $7,781 | UNRESTRICTED | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION INC | ||||||||
| 1000 N MARKET ST | FREDERICK | MD | 21701 | 520607953 | 501(C)(3) | $35,800 | HEAD START THORPEWOOD EQUINE ASSISTED LIVING PROGRAM: SUPPLIES AND TRANSPORTATION COSTS; YOUTH PROGRAMS;DANCE PROGRAM; SUMMER SCHOLARSHIPS; A WATER PUMP FOR COMMUNITY GARDENS IN URBANA AND UNRESTRICTED | |
| MARS HILL UNIVERSITY | ||||||||
| P O BOX 370 | MARS HILL | NC | 28754 | 560554207 | 501(C)(3) | $9,435 | SCHOLARSHIPS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 83 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 287 | RecipientCnt |
| Cash Grant | $533,760 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THROUGH THE GRANT APPLICATION PROCESS, NONPROFIT ORGANIZATIONS MUST DESCRIBE THE PROGRAM FOR WHICH THEY ARE REQUESTING SUPPORT AND MUST DEMONSTRATE HOW THE GRANT WILL NOT ONLY HELP ACHIEVE THEIR GOALS, BUT HOW THE GRANT WILL POSITIVELY IMPACT THE COMMUNITY. MIDTERM AND/OR FINAL GRANT REPORTS FROM EACH ORGANIZATION ENSURE ACCOUNTABILITY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,098,310 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | PUBLICLY TRADED SECURITIES ARE SOLD BY INVESTMENT MANAGERS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DALE T. SUMMERS AND JANET MCCURDY - BUSINESS RELATIONSHIP CORNELIUS R. FAY, III AND TED LUCK - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE, TREASURER, AND EXECUTIVE COMMITTEE REVIEW THE FORM 990, AND THEN FORWARD IT TO THE BOARD OF TRUSTEES FOR ITS REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, TRUSTEES, AND KEY EMPLOYEES MUST COMPLETE A QUESTIONNAIRE OUTLINING THEIR INTERESTS AND RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THE GOVERNANCE COMMITTEE AND STAFF REVIEW THE INFORMATION CONTAINED THEREIN AND ARE WATCHFUL AT BOARD MEETINGS FOR VOTES THAT MAY CONSTITUTE A CONFLICT MAKING SURE THAT THE INTERESTED PARTY ABSTAINS FROM VOTING. THE ABSTENTION IS NOTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES COMMITTEE SETS A SALARY RANGE FOR EACH POSITION. THE RANGE IS BASED ON INFORMATION OBTAINED BY COMMITTEE MEMBERS FROM THE COUNCIL ON FOUNDATIONS SALARY SURVEY, LOCAL AND REGIONAL SURVEYS AND DISCUSSIONS OF COMMITTEE MEMBERS WHO ARE BUSINESS MEMBERS AND HUMAN RESOURCE PERSONNEL FROM OTHER BUSINESSES. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS UPON REQUEST. ALL DONORS FOUNDING FUNDS RECEIVE A COPY OF THE ARTICLES OF INCORPORATION AND BYLAWS AT THE TIME THE FUND AGREEMENT IS SIGNED. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PRESENT VALUE OF REMAINDER INTERESTS 39,647. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 13,624. FUNDS HELD FOR OTHERS -158,855. |
| PART XII, LINE 2C | THE PROCESS REGARDING THE PREPARATION OF THE AUDITED FINANCIAL STATEMENTS IS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| THE COMMUNITY FOUNDATION HOLDING COMPANY INC | |||||||||
| 312 EAST CHURCH STREET | FREDERICK | MD | 21701 | 522028247 | PROVIDE FINANCIAL SUPPORT TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MD | MD | 501(C)(3) | LINE 11A, I | Yes (1) |
| THE AUSHERMAN FAMILY TRUST | |||||||||
| 7420 HAYWARD ROAD | FREDERICK | MD | 21702 | 527165889 | PROVIDE SUPPORT TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MD | MD | 501(C)(3) | LINE 11A, I | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE COMMUNITY FOUNDATION HOLDING COMPANY INC | ||
| C | $216,672 | CASH |
| THE AUSHERMAN FAMILY TRUST | ||
| C | $25,000 | CASH |
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