COMMUNITY FOUNDATION OF THE EASTERN SHORE INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF THE EASTERN SHORE INC (EIN 52-1326014)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-12-23
IRS object ID
201503579349300210
Schema version
2014v5.0
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)
Return2015-12-23T09:52:05-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264777527PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TGM GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1955 MT HERMON RDAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP218045105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521326014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF THE EASTERN SHORE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone4107429911PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11324 BELMONT AVENUE NO 401AddressLine1Txt
CitySALISBURYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP218044558ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERICA JOSEPHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4107429911PhoneNum
Signature2015-12-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS L TRICE IV CPAPreparerPersonNm
PTINP00809335PTIN
Phone4107421328PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerERICA JOSEPHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11324 BELMONT AVENUEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21804ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,295,732GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CFES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O FOR DESCRIPTIONActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,250,395PYContributionsGrantsAmt
CY Contributions Grants$5,392,885CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,475,278PYInvestmentIncomeAmt
CY Investment Income$3,425,772CYInvestmentIncomeAmt
PY Other Revenue$192,084PYOtherRevenueAmt
CY Other Revenue$217,850CYOtherRevenueAmt
PY Total Revenue$8,917,757PYTotalRevenueAmt
CY Total Revenue$9,036,507CYTotalRevenueAmt
PY Grants And Similar Paid$4,868,854PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,127,212CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$589,439PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$572,947CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$116,661CYTotalFundraisingExpenseAmt
PY Other Expenses$313,442PYOtherExpensesAmt
CY Other Expenses$303,005CYOtherExpensesAmt
PY Total Expenses$5,771,735PYTotalExpensesAmt
CY Total Expenses$6,003,164CYTotalExpensesAmt
PY Revenues Less Expenses$3,146,022PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,033,343CYRevenuesLessExpensesAmt
Total Assets BOY$105,809,840TotalAssetsBOYAmt
Total Assets EOY$104,235,192TotalAssetsEOYAmt
Total Liabilities BOY$24,885,473TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,254,228TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$80,924,367NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$78,980,964NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O FOR DESCRIPTIONMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,543,504ExpenseAmt
Grant$1,543,504GrantAmt
DescEDUCATION - TO ASSIST VARIOUS SCHOOLS, COLLEGES, UNIVERSITIES AND LIBRARIES WITH FINANCIAL SUPPORT AND SCHOLARSHIPS AS WELL AS SUPPORT FOR VARIOUS NON-PROFIT'S EDUCATIONAL INITIATIVES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,501,670ExpenseAmt
Grant$1,501,670GrantAmt
DescHUMAN SERVICES - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING EMERGENCY AND SOCIAL SERVICES TO THE COMMUNITYDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$557,120ExpenseAmt
Grant$557,120GrantAmt
DescHEALTH PROGRAMS - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING FUNDS FOR HEALTH RELATED PROGRAMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,665,787ExpenseAmt
Grant$1,524,918GrantAmt
DescANIMAL WELFARE, ARTS, CULTURE, COMMUNITY DEVELOPMENT, CONSERVATION AND HISTORIC PRESERVATION, FAITH BASED, ENVIRONMENT,& YOUTHDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,665,787TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,524,918TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$5,268,081TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
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 Required0ScheduleJRequiredInd
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 ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
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 PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID PLOTTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4107429911PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11324 BELMONT AVENUE 401AddressLine1Txt
CitySALISBURYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21804ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JAMES W ALMAND
DIRECTOR1.00Yes (X)$0$0$0
DONALD K TAYLOR
DIRECTOR1.00Yes (X)$0$0$0
THOMAS K COATES
DIRECTOR1.00Yes (X)$0$0$0
JOHN J ALLEN
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
JOHN P BARRETT
DIRECTOR1.00Yes (X)$0$0$0
JANE R CORCORAN
DIRECTOR1.00Yes (X)$0$0$0
GREGORY TAWES
DIRECTOR1.00Yes (X)$0$0$0
CHARLES G GOSLEE
DIRECTOR1.00Yes (X)$0$0$0
KATHLEEN G MCLAIN
DIRECTOR1.00Yes (X)$0$0$0
ERNEST R SATCHELL
DIRECTOR1.00Yes (X)$0$0$0
JULIUS D ZANT
DIRECTOR1.00Yes (X)$0$0$0
JAMES F MORRIS
DIRECTOR1.00Yes (X)$0$0$0
TODD E BURBAGE
DIRECTOR1.00Yes (X)$0$0$0
SUSAN K PURNELL
DIRECTOR1.00Yes (X)$0$0$0
LAUREN C TAYLOR
DIRECTOR1.00Yes (X)$0$0$0
JAMES R THOMAS JR
SECRETARY1.00Yes (X)$0$0$0Yes (X)
ANDY KIM
DIRECTOR1.00Yes (X)$0$0$0
LOUIS H TAYLOR
DIRECTOR1.00Yes (X)$0$0$0
DAVID A VORHIS
TREASURER1.00Yes (X)$0$0$0Yes (X)
DWIGHT W MARSHALL JR
DIRECTOR1.00Yes (X)$0$0$0
STEPHANIE T WILLEY
DIRECTOR1.00Yes (X)$0$0$0
MELODY S NELSON
CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
MICHAEL P TRUITT
DIRECTOR1.00Yes (X)$0$0$0
CAROLYN S JOHNSTON
DIRECTOR1.00Yes (X)$0$0$0
GAYLE WIDDOWSON
DIRECTOR1.00Yes (X)$0$0$0
DOUGLAS WILSON
FORMER PRESIDENT & CEO40.00$110,148$0$20,917Yes (X)
ERICA JOSEPH
PRESIDENT40.00$70,735$0$12,628Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$180,883TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$33,545TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MASON COMPANIESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line111130 SUNRISE VALLEY SUITE 200AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT SERVICESServicesDesc
Compensation$288,141CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$15,000GovernmentGrantsAmt
All Other Contributions$5,377,885AllOtherContributionsAmt
Noncash Contributions$601,346NoncashContributionsAmt
Total Contributions$5,392,885TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,397,227TotalRevenueColumnAmt
Exclusion$3,397,227ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$20,287,770SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,259,225SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$28,545SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,545TotalRevenueColumnAmt
Related Or Exempt Func Income$28,545RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMINISTRATIVE FEES525920$204,782$204,782
SHARED FACILITIES REIMBURSEMENT532000$13,068$13,068
FieldValueIRS element (for citing)
Other Revenue Total$217,850OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,036,507TotalRevenueColumnAmt
Related Or Exempt Func Income$246,395RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,397,227ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,761,989TotalAmt
Program Services$4,761,989ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$365,223TotalAmt
Program Services$365,223ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$81,494TotalAmt
Management And General$40,747ManagementAndGeneralAmt
Fundraising$40,747FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$363,992TotalAmt
Program Services$96,364ProgramServicesAmt
Management And General$214,060ManagementAndGeneralAmt
Fundraising$53,568FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$26,259TotalAmt
Program Services$6,332ProgramServicesAmt
Management And General$15,422ManagementAndGeneralAmt
Fundraising$4,505FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$67,821TotalAmt
Program Services$13,695ProgramServicesAmt
Management And General$44,277ManagementAndGeneralAmt
Fundraising$9,849FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,381TotalAmt
Program Services$7,113ProgramServicesAmt
Management And General$18,276ManagementAndGeneralAmt
Fundraising$7,992FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,225TotalAmt
Management And General$22,225ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,917TotalAmt
Program Services$14,259ProgramServicesAmt
Management And General$3,658ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$43,405TotalAmt
Program Services$225ProgramServicesAmt
Management And General$43,180ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$36,884TotalAmt
Program Services$370ProgramServicesAmt
Management And General$36,514ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$32,163TotalAmt
Program Services$604ProgramServicesAmt
Management And General$31,559ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$33,642TotalAmt
Management And General$33,642ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$33TotalAmt
Program Services$33ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$35,261TotalAmt
Program Services$543ProgramServicesAmt
Management And General$34,718ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$43,566TotalAmt
Management And General$43,566ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES & SUBSCRIPTIONS$20,413$1,331$19,082
DEVELOPMENT EVENTS$10,271$10,271
SPONSORSHIP$4,450$4,450
BANK FEES$1,183$1,183

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,592TotalAmt
Management And General$1,592ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,003,164TotalAmt
Program Services$5,268,081ProgramServicesAmt
Management And General$618,422ManagementAndGeneralAmt
Fundraising$116,661FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$25,209BOYAmt
EOY$24,117EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,940,195BOYAmt
EOY$1,110,619EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$258,360BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,297,450BOYAmt
EOY$1,628,727EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$37,166BOYAmt
EOY$17,187EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,610,186LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$356,481LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,291,520BOYAmt
EOY$1,253,705EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$99,959,940BOYAmt
EOY$100,200,837EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$105,809,840BOYAmt
EOY$104,235,192EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$120,135BOYAmt
EOY$117,609EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$20,213BOYAmt
EOY$21,517EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,745,125BOYAmt
EOY$25,115,102EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,885,473BOYAmt
EOY$25,254,228EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,447,788BOYAmt
EOY$11,847,441EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,336,425BOYAmt
EOY$16,489,602EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,140,154BOYAmt
EOY$50,643,921EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$80,924,367BOYAmt
EOY$78,980,964EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$105,809,840BOYAmt
EOY$104,235,192EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,033,343ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,123,090NetUnrlzdGainsLossesInvstAmt
Investment Expense-$214,772InvestmentExpenseAmt
Other Changes In Net Assets-$1,638,884OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,330,082CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,263,735CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,742,431CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,250,395CurrentTaxYearMinus1YearAmt
Current Tax Year$5,392,885CurrentTaxYearAmt
Total$20,979,528TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,330,082CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,263,735CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,742,431CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,250,395CurrentTaxYearMinus1YearAmt
Current Tax Year$5,392,885CurrentTaxYearAmt
Total$20,979,528TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,836,872SubstantialContributorsTotAmt
Public Support Total170$17,142,656PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,686,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,829,151CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,998,275CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,825,475CurrentTaxYearMinus1YearAmt
Current Tax Year$3,397,227CurrentTaxYearAmt
Total$13,736,453TotalAmt
FieldValueIRS element (for citing)
Total Support$34,715,981TotalSupportAmt
Public Support CY1700.49380PublicSupportCY170Pct
Public Support PY1700.41950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus1$438,587CurrentYearMinus1Amt
Total$438,587TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$657,881LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$3,434CurrentYearMinus1Amt
Total$3,434TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus1$109,647CurrentYearMinus1Amt
Total$109,647TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$164,471GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held118DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$912,868DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,065,054DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$16,953,724DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$95,033,434BeginningYearBalanceAmt
Contributions$3,616,691ContributionsAmt
Investment Earnings Or Losses-$1,883,696InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,941,722GrantsOrScholarshipsAmt
End Year Balance$93,824,707EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$79,236,840BeginningYearBalanceAmt
Contributions$3,544,670ContributionsAmt
Investment Earnings Or Losses$14,839,585InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,587,661GrantsOrScholarshipsAmt
End Year Balance$95,033,434EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,346,395BeginningYearBalanceAmt
Contributions$3,301,401ContributionsAmt
Investment Earnings Or Losses$9,077,729InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,488,685GrantsOrScholarshipsAmt
End Year Balance$79,236,840EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$71,136,113BeginningYearBalanceAmt
Contributions$2,096,341ContributionsAmt
Investment Earnings Or Losses$1,573,583InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,312,476GrantsOrScholarshipsAmt
End Year Balance$69,346,395EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,580,392BeginningYearBalanceAmt
Contributions$1,386,454ContributionsAmt
Investment Earnings Or Losses$14,126,678InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,957,411GrantsOrScholarshipsAmt
End Year Balance$71,136,113EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.72000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$370,666InvestmentCostOrOtherBasisAmt
Book Value$370,666BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,025,903InvestmentCostOrOtherBasisAmt
Depreciation$185,729DepreciationAmt
Book Value$840,174BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$44,337InvestmentCostOrOtherBasisAmt
Depreciation$29,871DepreciationAmt
Book Value$14,466BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$169,280InvestmentCostOrOtherBasisAmt
Depreciation$140,881DepreciationAmt
Book Value$28,399BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,253,705TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY ENDOWMENT FUNDS$24,996,967
CHARITABLE GIFT ANNUITY OBLIGATION$118,135
FieldValueIRS element (for citing)
Total Liability$25,115,102TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,475,474TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,123,090NetUnrealizedGainsInvstAmt
Other Revenue-$214,772OtherRevenueAmt
Revenue Not Reported-$3,337,862RevenueNotReportedAmt
Revenue Subtotal$6,813,336RevenueSubtotalAmt
Other Revenues Not Included$2,223,171OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,223,171RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,036,507TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,418,877TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$13,068OtherExpensesIncludedAmt
Expenses Not Reported-$13,068ExpensesNotReportedAmt
Expenses Subtotal$5,431,945ExpensesSubtotalAmt
Other Expenses Not Included$571,219OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$571,219ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,003,164TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:MANAGEMENT FEES -214,772.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CONTRIBUTIONS TO AGENCY FUNDS 1,338,269. INVESTMENT ACTIVITY FOR AGENCY FUNDS 871,834. NET FACILITIES REIMBURSEMENT 13,068.
PART XII, LINE 2D - OTHER ADJUSTMENTS:NET FACILITIES REIMBURSEMENT -13,068.
PART XII, LINE 4B - OTHER ADJUSTMENTS:GRANTS MADE BY AGENCY FUNDS 571,219.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (111 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN RED CROSS LOWER SHORE CHAPTER
1505 EMERSON AVENUESALISBURYMD21801530196605501(C)3$5,700HUMAN SERVICESHUMAN SERVICES
ART LEAGUE OF OCEAN CITY INC
PO BOX 3503OCEAN CITYMD218433503521377610501(C)3$19,814ARTS AND CULTURE
ASBURY UNITED METHODIST CHURCH
1401 CAMDEN AVENUESALISBURYMD218017116520607975501(C)3$44,968FAITH BASED PROGRAMS
ATLANTIC GENERAL HOSPITAL FOUNDATION
9733 HEALTHWAY DRBERLINMD218111155521656507501(C)3$7,000HEALTH PROGRAMS
ATLAS ECONOMIC RESEARCH FOUNDATION
1201 L STREET NWWASHINGTONDC20005942763845501(C)3$13,000COMMUNITY DEVELOPMENT, ADVOCACYQUARTERLY DISTRIBUTION
BIG BROTHERS BIG SISTERS OF THE GREATER CHESAPEAKE INC
200 W MAIN STREET STE 300SALISBURYMD218014907520631265501(C)3$5,300YOUTH
BROWN BOX THEATRE PROJECT
10647 GRIFFIN ROADBERLINMD218113167217193109501(C)3$5,000ARTS / CULTURE
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRIVE DEPT 2400ORLANDOFL328320100956006173501(C)3$10,000FAITH BASED PROGRAMS
CHARITABLE FOUNDATION OF THE ROTARY CLUB OF WICOMICO COUNTY
PO BOX 3621SALISBURYMD218030910261620308501(C)3$12,000COMMUNITY DEVELOPMENT,SCHOLARSHIPS
CHESAPEAKE HOUSING MISSION
30754 FOX CHASE DRSALISBURYMD218042541263435626501(C)3$10,300HUMAN SERVICES
CHRISTIAN SHELTER INC
334 BARCLAY STREETSALISBURYMD218043754521176287501(C)3$33,128HUMAN SERVICES, FAITH BASED PROGRAMS
COASTAL HOSPICE INC
PO BOX 1733SALISBURYMD218021733521214775501(C)3$112,613HEALTH
CRICKET CENTER INC
PO BOX 97BERLINMD21811260177198501(C)3$5,100HUMAN SERVICES
DEL-MAR-VA COUNCIL BOY SCOUTS OF AMERICA
31901 TRI-COUNTY WAY STE 118SALISBURYMD21804510065733501(C)3$38,520YOUTH
DELMARVA ZOOLOGICAL SOCIETY INC
PO BOX 4621SALISBURYMD218034621521773305501(C)3$8,000EDUCATION
DIAKONIA INC
12747 OLD BRIDGE ROADOCEAN CITYMD218429243521381317501(C)3$10,111HUMAN SERVICES
EASTER SEALS DELAWARE & MARYLAND'S EASTERN SHORE
1336 BELMONT AVE STE 502SALISBURYMD218044500510066728501(C)3$8,876HUMAN SERVICES
CITY OF SALISBURY
27940 REMINGTON WAYSALISBURYMD21801526000806GOVT$7,200REQUESTED DISTRIBUTION
FRUITLAND COMMUNITY CENTER INC
PO BOX 6699FRUITLANDMD218260669521884888501(C)3$31,075HUMAN SERVICES, KITCHEN RENOVATION
GIRL SCOUTS OF THE CHESAPEAKE BAY COUNCIL INC
1346 BELMONT AVE STE 601SALISBURYMD218044589510064337501(C)3$18,412YOUTH
HABITAT FOR HUMANITY WICOMICO COUNTY INC
908 W ISABELLA STSALISBURYMD218014034521522421501(C)3$8,800COMMUNITY DEVELOPMENT
HAZEL FARM PROPERTY FOUNDATION INC
1320 BELMONT AVENUE STE 403-ESALISBURYMD218044583201330518501(C)3$31,362CONSERVATION & HISTORIC PRESERVATION
HUMANE SOCIETY OF WICOMICO COUNTY INC
5130 CITATION DRIVESALISBURYMD218041552237015204501(C)3$11,327ANIMAL WELFAREANIMAL WELFARE
KIDS OF HONOR INC
5236 SILVER RUN LANESALISBURYMD218011277200093383501(C)3$7,900REQUESTED DISTRIBTION, YOUTH
LIFE CRISIS CENTER INC
PO BOX 387SALISBURYMD218030387521147731501(C)3$7,442HUMAN SERVICESHUMAN SERVICES
LITTLE SISTERS OF JESUS AND MARY INC
PO BOX 1755SALISBURYMD218021755520846802501(C)3$43,490HUMAN SERVICES
LOWER SHORE LAND TRUST INC
9931 OLD OCEAN CITY BLVDBERLINMD218111141521701152501(C)3$6,547ENVIRONMENT
MAC INC
909 PROGRESS CIR STE 100SALISBURYMD218042316520992005501(C)3$458,504HUMAN SERVICES
MAGI FUND INC
1210 ORCHARD CIRSALISBURYMD218016818521903823501(C)3$14,000HUMAN SERVICES
HOLLY GROVE CHRISTIAN SCHOOL
7317 MENNONITE CHURCH ROADWESTOVERMD21871521063203501(C)3$8,469EDUCATION, REQUESTED DISTRIBUTION
HOPE AND LIFE OUTREACH INC
701 SNOW HILL ROADSALISBURYMD218041937261691517501(C)3$27,925HUMAN SERVICES
PARSON'S CEMETERY
PO BOX 1718SALISBURYMD218021718520633414501(C)3$60,000REQUESTED DISBURSEMENT
PENINSULA REGIONAL MEDICAL CENTER FOUNDATION INC
100 E CARROLL STSALISBURYMD218015422521851935501(C)3$19,650HEALTH
LIVING FAITH MINISTRIES INC
PO BOX 588FRUITLANDMD218260588364643147501(C)3$7,200HUMAN SERVICES
SALISBURY AREA CHAMBER OF COMMERCE INC
144 E MAIN STREETSALISBURYMD218014921520470790501(C)6$20,190COMMUNITY DEVELOPMENT
SALISBURY HORIZONS
6279 HOBBS ROADSALISBURYMD218041417520904771501(C)3$43,500EDUCATION
SALISBURY SCHOOL INC
6279 HOBBS ROADSALISBURYMD218041417520904771501(C)3$8,819EDUCATION
SALISBURY UNIVERSITY FOUNDATION INC
PO BOX 2655SALISBURYMD218022655521127396501(C)3$71,000ARTS/CULTURE, EDUCATION
SALISBURY WICOMICO ARTS COUNCIL
PO BOX 884SALISBURYMD218030884237006845501(C)3$22,218ARTS, CULTURE
OCEAN CITY LION'S CHARITIES INC
PO BOX 238OCEAN CITYMD218430238383698991501(C)3$10,000HUMAN SERVICES
SALVATION ARMY - SALISBURY CORPS
407 OAK STREETSALISBURYMD218045574580660607501(C)3$15,660HUMAN SERVICES
PARKSIDE HIGH SCHOOL
1015 BEAGLIN PARK DRIVESALISBURYMD218049311526001052GOVT$7,582EDUCATION
PRINCESS ANNE ELEMENTARY SCHOOL
11576 LANKFORD STPRINCESS ANNEMD21853526001022501(C)3$5,438EDUCATION
REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA902309313953298239501(C)3$10,000HUMAN SERVICES
ST ANDREWS EPISCOPAL CHURCH
30513 WASHINGTON STPRINCESS ANNEMD218531143520786941501(C)3$5,000FAITH BASED PROGRAMS
SALISBURY SUBSTANCE ABUSE COMMUNITY CENTER INC
726 S SALISBURY BLVD STE ESALISBURYMD21801521609890501(C)3$22,217HUMAN SERVICES
STEPHEN DECATUR HIGH SCHOOL
9913 SEAHAWK RDBERLINMD218113551526001062GOVT$41,742EDUCATION
SUSQUEHANNA UNIVERSITY
514 UNIVERSITY AVESELINSGROVEPA178701025231353385501(C)3$5,000GLOBAL OPPOTUNITIES PROGRAM
UNITED WAY OF THE LOWER EASTERN SHORE INC
803 N SALISBURY BLVD STE 2100SALISBURYMD21801526016589501(C)3$18,275HUMAN SERVICES
UNIVERISTY OF MARYLAND EASTERN SHORE FOUNDATION INC
30665 STUDENT SERVICES CENTERPRINCESS ANNEMD218536057521125663501(C)3$38,500EDUCATION
VILLAGE OF HOPE INC
PO BOX 2517SALISBURYMD218022517521631603501(C)3$19,265HUMAN SERVICES
WARD MUSEUM OF WILDFOWL ART
909 S SCHUMAKER DRSALISBURYMD218048722237088071501(C)3$79,150ARTS/CULTURE
WESLEY THEOLOGICAL SEMINARY OF THE METHODIST CHURCH
4500 MASSACHUSETTS AVE NWWASHINGTONDC200165632530245887501(C)3$23,095FAITH BASED PROGRAMS
WICOMICO FRIENDS OF RECREATION AND PARKS INC
500 GLEN AVESALISBURYMD218045202020614786501(C)3$8,000YOUTH
WICOMICO PRESBYTERIAN CHURCH
129 BROAD STREETSALISBURYMD218014912520650792501(C)3$132,202RENOVATIONS, HUMAN SERVICES
WOR-WIC COMMUNITY COLLEGE FOUNDATION INC
MTC 103 32000 CAMPUS DRIVESALISBURYMD218041485521264019501(C)3$422,614EDUCATION
WORCESTER COUNTY GOLDGIVING OTHER LIVES DIGNITY
PO BOX 39SNOW HILLMD218630039522041906501(C)3$7,767HUMAN SERVICES
WORCESTER YOUTH & FAMILY COUNSELING SERVICES INC
PO BOX 925BERLINMD218110925521227987501(C)3$5,150HUMAN SERVICES
YMCA OF THE CHESAPEAKE INC
715 SOUTH SCHUMAKER DRIVESALISBURYMD218023296520646895501(C)3$67,952HUMAN SERVICES, CAPITAL CAMPAIGN
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDE PLACEMEMPHISTN38105620646012501(C)3$10,100HEALTH
THREE LOWER COUNTIES COMMUNITY SERVICES INC
32033 BEAVER RUN DRIVESALISBURYMD21804521860379501(C)3$10,470HEALTH
TRINITY UNITED METHODIST CHURCH
112 HIGH STREETSALISBURYMD218014237520713522501(C)3$56,300FAITH BASED PROGRAMS, HUMAN SERVICES
VETERANS SUPPORT CENTERS OF AMERICA INC
22121 ROYAL OAK ROADQUANTICOMD21856141872454501(C)3$49,500HUMAN SERVICES
WESTSIDE HISTORICAL SOCIETY INC
PO BOX 194MARDELA SPRINGSMD218370194521591937501(C)3$12,400CONSERVATION & HISTORIC PRESERVATION
WICOMICO COUNTY FREE LIBRARY INC
122-126 S DIVISION STREETSALISBURYMD21801520658332501(C)3$17,750EDUCATION
WOMEN SUPPORTING WOMEN INC
1320 BELMONT AVENUE STE 402SALISBURYMD21804521870971501(C)3$21,200HEALTH
WORCESTER COUNTY HUMANE SOCIETY INC
PO BOX 48BERLINMD218110048521122738501(C)3$27,348HUMAN SERVICES
AMERICAN CANCER SOCIETY INC
1315 MOUNT HERMON ROADSALISBURYMD218045264131788491501(C)3$5,100RELAY FOR LIFE
ART INSTITUTE AND GALLERY OF SALISBURY INC
212 W MAIN ST STE 101SALISBURYMD218015005521140870501(C)3$11,750ARTS, CULTURE
ATHLETES SERVING ATHLETES INC
PO BOX 208SHARPTOWNMD218610208261654652501(C)3$6,000HUMAN SERVICES
BELIEVE IN TOMORROW NATIONAL CHILDREN'S FOUNDATION INC
6601 FREDERICK ROADCATONSVILLEMD212283529521332737501(C)3$10,666HUMAN SERVICES
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT847415000237147797501(C)3$5,000ANIMAL WELFARE
CATHOLIC CHARITIES INC
PO BOX 401PRINCESS ANNEMD218530401510095439501(C)3$13,667HUMAN SERVICES
CHARLES H CHIPMAN FOUNDATION
PO BOX 4374SALISBURYMD218034374521393940501(C)3$7,300ARTS, CULTURE
CHILD & FAMILY FOUNDATION INC
104C WILLIAMSPORT CIRSALISBURYMD218046400471220737501(C)3$12,850HUMAN SERVICES
COMMUNITY CHURCH AT OCEAN PINES
11227 RACETRACK RDBERLINMD218113276521291329501(C)3$5,000FAITH BASED PROGRAMS
COMMUNITY OF JOY CHURCH
802 KEARNY CTSALISBURYMD21804522332542501(C)3$6,000FAITH BASED PROGRAMS
DELAWARE COMMUNITY FOUNDATION
PO BOX 1636WILMINGTONDE198891636222804785501(C)3$25,000DONOR ADVISED FUND
DELMARVA DISCOVERY CENTER & MUSEUM INC
2 MARKET STPOCOMOKE CITYMD218510727522118540501(C)3$17,900EDUCATION
DOVE POINT FOUNDATION INC
PO BOX 1610SALISBURYMD218021287521119920501(C)3$9,379HUMAN SERVICES
EASTERN SHORE DENTAL SOCIETY STATE OF MARYLAND
1346 S DIVISION STE 104SALISBURYMD218047021526047755501(C)6$120,000REQUESTED DISTRIBUTION
ELEVEN 21 INC
7545 LEVIN DASHIELL RDHEBRONMD218301184461753777501(C)3$11,500AFTER SCHOOL PROGRAMS
FARMERS AND HUNTERS FEEDING THE HUNGRY INC
PO BOX 323WILLIAMSPORTMD217950323522151919501(C)3$5,000HUMAN SERVICES
FRIENDS OF DELMARVA PUBLIC RADIO INC
27556 PREAKNESS WAYSALISBURYMD218011769461576501501(C)3$5,000HUMAN SERVICES
FRUITLAND PRIMARY SCHOOL
301 N DIVISION STFRUITLANDMD218262225526001052GOVT$7,099EDUCATION
IPPS MENTORING PROGRAM INC
PO BOX 214DELMARDE199400214760828100501(C)3$5,000HUMAN SERVICES
INSTITUTE FOR JUSTICE
901 N GLEBE RD STE 900ARLINGTONVA222031854061779840501(C)3$5,000HUMAN SERVICES
JAMES M BENNETT HIGH SCHOOL
300 E COLLEGE AVESALISBURYMD218046599526001052GOVT$8,304EDUCATION
LIONS INTERNATIONAL SALISBURY CLUB
PO BOX 665SALISBURYMD218030665526066374501(C)4$6,900HEALTH
NISKANEN CENTER
PO BOX 26244WASHINGTONMD20001455308952501(C)3$20,000COMMUNITY DEVELOPMENT
OCEAN CITY ELEMENTARY SCHOOL
12828 CENTER DROCEAN CITYMD218429108526001062501(C)3$7,351EDUCATION
PEMBERTON HALL FOUNDATION
5711 N NITHSDALE DRSALISBURYMD218012444237209626501(C)3$12,000MATCH FOR MHAA GRANT
PENINSULA REGIONAL MEDICAL CENTER
100 E CARROLL STSALISBURYMD218015422520591628501(C)3$5,000HELATH
POCOMOKE HIGH SCHOOL
1817 OLD VIRGINIA RDPOCOMOKE CITYMD218513049526001069GOVT$7,500EDUCATION
POCOMOKE INDIAN NATION INC
5202 SANDBORNE TERRACESALISBURYMD21801455041803501(C)3$5,000EDUCATION
SALISBURY SCHOOL EDUCATIONAL FOUNDATION INC
6279 HOBBS ROADSALISBURYMD218041417452080993501(C)3$7,300EDUCATION
SALISBURY URBAN MINISTRIES
PO BOX 1792SALISBURYMD218021792522043085501(C)3$9,100HUMAN SERVICES
SANTA HOUSE INC
PO BOX 14SNOW HILLMD218630014462238575501(C)3$10,000SANTA HOUSE
SOMERSET COUNTY LOCAL MANAGEMENT BOARD
8928 SIGN POST RD STE 1WESTOVERMD218713350522126104501(C)3$12,704COMMUNITY DEVELOPMENT
SOMERSET COUNTY PUBLIC SCHOOLS
7982A TAWES CAMPUS DRIVEWESTOVERMD218713922526001022GOVT$12,000EDUCATION
SOMERSET COUNTY RECREATION AND PARKS DEPARTMENT SOMERSET COUNTY
30290 SAM BARNES RDWESTOVERMD218713352520853605GOVT$5,260HUMAN SERVICES
SOMERSET COUNTY SHERIFF'S OFFICE SOMERSET COUNTY
30426 SAM BARNES RD STE AWESTOVERMD218713306520853605GOVT$5,000HUMAN SERVICES
PRINCESS ANNE CORPORATION TA SOMERSET WELLNESS CENTER
12302 SOMERSET AVE STE DPRINCESS ANNEMD218533099800494238501(C)3$7,350HUMAN SERVICES
ST VINCENT DEPAUL SOCIETY A MINISTRY OF ST MARY'S STAR OF THE SEA
6 40TH STREETOCEAN CITYMD21842520852299501(C)3$10,000FAITH BASED PROGRAMS
ST FRANCIS DE SALES SCHOOL
500 CAMDEN AVESALISBURYMD218015802520554283501(C)3$14,903SCHOLARSHIPS
ST PETER'S EPISCOPAL CHURCH
115 SAINT PETERS STSALISBURYMD218014901520626713501(C)3$5,700FAITH BASED PROGRAMS
STUDENTS FOR LIBERTY INC
1101 17TH ST NW STE 810WASHINGTONDC200364716943435899501(C)3$5,000EDUCATION
TOWN OF OCEAN CITY - POLICE DEPARTMENT TOWN OF OCEAN CITY
6501 COASTAL HWYOCEAN CITYMD218423041526000802GOVT$5,000FBO CANINE & MOUNTED POLICE UNITED
UNIVERSITY OF MARYLAND EASTERN SHORE
SUITE 2107 JT HALL 11868 ACADEMICPRINCESS ANNEMD21853526002033GOVT$5,000ARTS, CULTUREOVAL
WICOMICO PARTNERSHIP FOR FAMILIES AND CHILDREN
408 COLES CIR STE GSALISBURYMD218043203526001054GOVT$6,500EDUCATION
WORCESTER COUNTY LIBRARY FOUNDATION
307 N WASHINGTON STSNOW HILLMD218631062202766558501(C)3$5,000TO SUPPORT THE PRINT PUBLISHING OF A PUBLIC COMMUNITY RESOURCE DIRECTORY
FieldValueIRS element (for citing)
Total501c3 Org108Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCASH ASSISTANCE FOR EDUCATIONAL PURPOSESGrantTypeTxt
Recipient321RecipientCnt
Cash Grant$365,223CashGrantAmt
Valuation Method UsedBOOKValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFOR GRANTS COMING FROM DONOR ADVISED FUNDS, THE ORGANIZATION VERIFIES THAT THE RECIPIENT IS A LEGITIMATE 501(C)(3) CHARITY AS WELL AS THAT THE GRANT IS COMPATIBLE WITH COMMUNITY FOUNDATION OF THE EASTERN SHORE, INC.'S MISSION. IF THE ORGANIZATION IS NOT A 501(C)(3) THEN THE FOUNDATION FOLLOWS THEIR "EXPENDITURE RESPONSIBILITY" POLICY WHICH INCLUDES PRE-GRANT INQUIRY, A WRITTEN "DONOR ADVISED GRANT AGREEMENT" AND REQUIRING THE GRANTEE TO PROVIDE REPORTS ON THE USE OF FUNDS AND CHARITABLE ACTIVITY SUPPORTED BY THE GRANT.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution25ContributionCnt
Noncash Contributions Rpt F990$601,346NoncashContributionsRptF990Amt
Method Of Determining RevenuesFULL STOCK PRICE-SALEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationPUBLICLY TRADED SECURITIES ARE SOLD BY MORGAN STANLEY, FIDELITY OR SCOTTRADE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1THE COMMUNITY FOUNDATION OF THE EASTERN SHORE HAS BEEN SERVING THE EASTERN SHORE OF MARYLAND COUNTIES OF SOMERSET, WICOMICO AND WORCESTER FOR MORE THAN 31 YEARS. THE MISSION OF THE COMMUNITY FOUNDATION OF THE EASTERN SHORE IS TO ENCOURAGE PHILANTHROPY AND STRENGTHEN OUR COMMUNITIES. THE FOUNDATION HAS MORE THAN 600 FUNDS PROVIDING DONORS WITH A WIDE VARIETY OF OPPORTUNITIES TO REALIZE THEIR CHARITABLE DREAMS AS WELL AS SUPPORT FOR VARIOUS NON-PROFIT'S EDUCATIONAL INITIATIVES. TO LEARN MORE ABOUT THE COMMUNITY FOUNDATION, LOG ON TO THEIR WEBSITE AT WWW.CFES.ORG. "CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER!"
FORM 990, PART III, LINE 1THE COMMUNITY FOUNDATION OF THE EASTERN SHORE HAS BEEN SERVING THE EASTERN SHORE OF MARYLAND COUNTIES OF SOMERSET, WICOMICO AND WORCESTER FOR MORE THAN 31 YEARS. THE MISSION OF THE COMMUNITY FOUNDATION OF THE EASTERN SHORE IS TO ENCOURAGE PHILANTHROPY AND STRENGTHEN OUR COMMUNITIES. THE FOUNDATION HAS MORE THAN 600 FUNDS PROVIDING DONORS WITH A WIDE VARIETY OF OPPORTUNITIES TO REALIZE THEIR CHARITABLE DREAMS AS WELL AS SUPPORT FOR VARIOUS NON-PROFIT'S EDUCATIONAL INITIATIVES. TO LEARN MORE ABOUT THE COMMUNITY FOUNDATION, LOG ON TO THEIR WEBSITE AT WWW.CFES.ORG. "CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER!"
FORM 990, PART VI, SECTION A, LINE 4SCHEDULE O SIGNIFICANT CHANGES TO BY-LAWS IN FY 2015 1.ARTICLE III - REVISION OF THE PURPOSE OF THE FOUNDATION AS: "THE PURPOSE OF THE FOUNDATION, AS A TAX-EXEMPT, NONPROFIT, AUTONOMOUS, PUBLICLY SUPPORTED, NONSECTARIAN PHILANTHROPIC INSTITUTION, IS TO ENCOURAGE PHILANTHROPY AND STRENGTHEN THE COMMUNITY THROUGH DEVELOPING CHARITABLE FUNDS. THE FOUNDATION HAS A LONG-TERM GOAL OF BUILDING PERMANENT, NAMED COMPONENT FUNDS ESTABLISHED BY MANY SEPARATE DONORS TO CARRY OUT THEIR CHARITABLE INTERESTS AND FOR THE BROAD-BASED CHARITABLE INTEREST OF AND FOR THE BENEFIT PRIMARILY OF RESIDENTS OF THE TRI-COUNTY AREA OF MARYLAND'S EASTERN SHORE, WHICH INCLUDES WICOMICO, WORCESTER, AND SOMERSET COUNTIES, BUT MAY SERVE OTHER AREAS AS WELL." 2.ARTICLE V - REVISION OF THE MEMBERSHIP OF THE CORPORATION TO CONSIST OF THE CURRENT MEMBERS OF THE BOARD OF DIRECTORS AND "ALL PERSONS THEN LIVING WHO ARE FORMER MEMBERS OF THE BOARD OF DIRECTORS AND WHOSE MEMBERSHIP HAS NOT TERMINATED " 3.ARTICLE IX - REVISING THE OFFICERS TO ADD A DESCRIPTION FOR THE VARIOUS OFFICERS POSITIONS, LISTING DUTIES. 4.ARTICLE X - REVISING THE COMMITTEES SECTION TO LIST ONLY THE STANDING COMMITTEES AS EXECUTIVE, COMMUNITY NEEDS GRANT REVIEW, INVESTMENT, MEMBERSHIP, NOMINATING, AND AUDIT; ALONG WITH DESCRIPTIONS AND MAJOR DUTIES OF SUCH COMMITTEES. 5.ARTICLE XI - REPLACING THE GIFTS TO THE CORPORATION SECTION WITH A STATEMENT THAT "THE BOARD OF DIRECTORS SHALL ADOPT A GIFT ACCEPTANCE POLICY, WHICH IT MAY REVISE FROM TIME TO TIME" 6.ARTICLE XIII - ADDING A NEW INDEMNIFICATION AND INSURANCE SECTION 7.ARTICLE XIV - ADDING A NEW FISCAL YEAR SECTION 8.ARTICLE XVII - REVISING THE AMENDMENTS SECTION TO PERMIT THE BOARD OF DIRECTORS TO AMEND THE BYLAWS AS LONG AS THE AMENDMENTS DO NOT AFFECT THE CORPORATE MEMBERS. 9.ARTICLE XVIII - ADDING A NEW NOTICES SECTION 10.ARTICLE XIX - ADDING A NEW MEETING PROCEDURE SECTION 11.ARTICLE XX - ADDING A NEW DISSOLUTION SECTION
FORM 990, PART VI, SECTION A, LINE 6CORPORATE MEMBERS
FORM 990, PART VI, SECTION A, LINE 7ACORPORATE MEMBERS
FORM 990, PART VI, SECTION A, LINE 7BCORPORATE MEMBERS ARE PAST BOARD MEMBERS AND APPROVE CHANGES IN BYLAWS, ARTICLES OF INCORPORATION, BOARD MEMBERSHIP, APPOINTMENT OF MEMBERSHIP COMMITTEE, AND APPROVAL OF AUDITOR.
FORM 990, PART VI, SECTION B, LINE 11THE 990 WAS REVIEWED BY MANAGEMENT, THE AUDIT COMMITTEE AND BY THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY REQUIRED TO SIGN CONFLICT OF INTEREST AGREEMENT AND REQUIRED ANNUALLY TO DISCLOSE INTEREST THAT COULD RESULT IN CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD PER THE EXECUTIVE EVALUATION AND COMPENSATION POLICY AND PROCEDURES.
FORM 990, PART VI, SECTION C, LINE 18UPON REQUEST AND AT WWW.CFES.ORG/LEARN/FINANCIALS-ACCOUNTABILITY/
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST AND AT WWW.CFES.ORG/LEARN/FINANCIALS-ACCOUNTABILITY/
FORM 990, PART XI, LINE 9:ACTIVITY FOR AGENCY FUNDS NOT ON THE FINANCIAL STATEMENTS -1,638,884.
FORM 990, PART XXII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR

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