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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-23T09:52:05-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264777527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TGM GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 MT HERMON RD | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 218045105 | 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 | 521326014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF THE EASTERN SHORE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 4107429911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1324 BELMONT AVENUE NO 401 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 218044558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERICA JOSEPH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4107429911 | PhoneNum |
| Signature | 2015-12-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS L TRICE IV CPA | PreparerPersonNm |
| PTIN | P00809335 | PTIN |
| Phone | 4107421328 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERICA JOSEPH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1324 BELMONT AVENUE | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,295,732 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O FOR DESCRIPTION | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,250,395 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,392,885 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,475,278 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,425,772 | CYInvestmentIncomeAmt |
| PY Other Revenue | $192,084 | PYOtherRevenueAmt |
| CY Other Revenue | $217,850 | CYOtherRevenueAmt |
| PY Total Revenue | $8,917,757 | PYTotalRevenueAmt |
| CY Total Revenue | $9,036,507 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,868,854 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,127,212 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $589,439 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $572,947 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $116,661 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $313,442 | PYOtherExpensesAmt |
| CY Other Expenses | $303,005 | CYOtherExpensesAmt |
| PY Total Expenses | $5,771,735 | PYTotalExpensesAmt |
| CY Total Expenses | $6,003,164 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,146,022 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,033,343 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $105,809,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,235,192 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,885,473 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,254,228 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,924,367 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,980,964 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR DESCRIPTION | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,543,504 | ExpenseAmt |
| Grant | $1,543,504 | GrantAmt |
| Desc | EDUCATION - 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,501,670 | ExpenseAmt |
| Grant | $1,501,670 | GrantAmt |
| Desc | HUMAN SERVICES - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING EMERGENCY AND SOCIAL SERVICES TO THE COMMUNITY | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $557,120 | ExpenseAmt |
| Grant | $557,120 | GrantAmt |
| Desc | HEALTH PROGRAMS - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING FUNDS FOR HEALTH RELATED PROGRAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,665,787 | ExpenseAmt |
| Grant | $1,524,918 | GrantAmt |
| Desc | ANIMAL WELFARE, ARTS, CULTURE, COMMUNITY DEVELOPMENT, CONSERVATION AND HISTORIC PRESERVATION, FAITH BASED, ENVIRONMENT,& YOUTH | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,665,787 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,524,918 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,268,081 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID PLOTTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4107429911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1324 BELMONT AVENUE 401 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21804 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JAMES W ALMAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD K TAYLOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS K COATES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN J ALLEN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN P BARRETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE R CORCORAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY TAWES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES G GOSLEE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN G MCLAIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERNEST R SATCHELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIUS D ZANT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES F MORRIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD E BURBAGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN K PURNELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN C TAYLOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES R THOMAS JR | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDY KIM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS H TAYLOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID A VORHIS | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DWIGHT W MARSHALL JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE T WILLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELODY S NELSON | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL P TRUITT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN S JOHNSTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GAYLE WIDDOWSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS WILSON | ||||||
| FORMER PRESIDENT & CEO | 40.00 | $110,148 | $0 | $20,917 | Yes (X) | |
| ERICA JOSEPH | ||||||
| PRESIDENT | 40.00 | $70,735 | $0 | $12,628 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $180,883 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,545 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MASON COMPANIES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11130 SUNRISE VALLEY SUITE 200 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT SERVICES | ServicesDesc |
| Compensation | $288,141 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $15,000 | GovernmentGrantsAmt |
| All Other Contributions | $5,377,885 | AllOtherContributionsAmt |
| Noncash Contributions | $601,346 | NoncashContributionsAmt |
| Total Contributions | $5,392,885 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,397,227 | TotalRevenueColumnAmt |
| Exclusion | $3,397,227 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,287,770 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,259,225 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,545 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,545 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,545 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 525920 | $204,782 | $204,782 |
| SHARED FACILITIES REIMBURSEMENT | 532000 | $13,068 | $13,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $217,850 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,036,507 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $246,395 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,397,227 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,761,989 | TotalAmt |
| Program Services | $4,761,989 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,223 | TotalAmt |
| Program Services | $365,223 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,494 | TotalAmt |
| Management And General | $40,747 | ManagementAndGeneralAmt |
| Fundraising | $40,747 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,992 | TotalAmt |
| Program Services | $96,364 | ProgramServicesAmt |
| Management And General | $214,060 | ManagementAndGeneralAmt |
| Fundraising | $53,568 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,259 | TotalAmt |
| Program Services | $6,332 | ProgramServicesAmt |
| Management And General | $15,422 | ManagementAndGeneralAmt |
| Fundraising | $4,505 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,821 | TotalAmt |
| Program Services | $13,695 | ProgramServicesAmt |
| Management And General | $44,277 | ManagementAndGeneralAmt |
| Fundraising | $9,849 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,381 | TotalAmt |
| Program Services | $7,113 | ProgramServicesAmt |
| Management And General | $18,276 | ManagementAndGeneralAmt |
| Fundraising | $7,992 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,225 | TotalAmt |
| Management And General | $22,225 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,917 | TotalAmt |
| Program Services | $14,259 | ProgramServicesAmt |
| Management And General | $3,658 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,405 | TotalAmt |
| Program Services | $225 | ProgramServicesAmt |
| Management And General | $43,180 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,884 | TotalAmt |
| Program Services | $370 | ProgramServicesAmt |
| Management And General | $36,514 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,163 | TotalAmt |
| Program Services | $604 | ProgramServicesAmt |
| Management And General | $31,559 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,642 | TotalAmt |
| Management And General | $33,642 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33 | TotalAmt |
| Program Services | $33 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,261 | TotalAmt |
| Program Services | $543 | ProgramServicesAmt |
| Management And General | $34,718 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,566 | TotalAmt |
| Management And General | $43,566 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,592 | TotalAmt |
| Management And General | $1,592 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,003,164 | TotalAmt |
| Program Services | $5,268,081 | ProgramServicesAmt |
| Management And General | $618,422 | ManagementAndGeneralAmt |
| Fundraising | $116,661 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,209 | BOYAmt |
| EOY | $24,117 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,940,195 | BOYAmt |
| EOY | $1,110,619 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,360 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,297,450 | BOYAmt |
| EOY | $1,628,727 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,166 | BOYAmt |
| EOY | $17,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,610,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $356,481 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,291,520 | BOYAmt |
| EOY | $1,253,705 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,959,940 | BOYAmt |
| EOY | $100,200,837 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,809,840 | BOYAmt |
| EOY | $104,235,192 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,135 | BOYAmt |
| EOY | $117,609 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,213 | BOYAmt |
| EOY | $21,517 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,745,125 | BOYAmt |
| EOY | $25,115,102 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,885,473 | BOYAmt |
| EOY | $25,254,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,447,788 | BOYAmt |
| EOY | $11,847,441 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,336,425 | BOYAmt |
| EOY | $16,489,602 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,140,154 | BOYAmt |
| EOY | $50,643,921 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,924,367 | BOYAmt |
| EOY | $78,980,964 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,809,840 | BOYAmt |
| EOY | $104,235,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,033,343 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,123,090 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$214,772 | InvestmentExpenseAmt |
| Other Changes In Net Assets | -$1,638,884 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $2,330,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,263,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,742,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,250,395 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,392,885 | CurrentTaxYearAmt |
| Total | $20,979,528 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,330,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,263,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,742,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,250,395 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,392,885 | CurrentTaxYearAmt |
| Total | $20,979,528 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,836,872 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,142,656 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,686,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,829,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,998,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,825,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,397,227 | CurrentTaxYearAmt |
| Total | $13,736,453 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,715,981 | TotalSupportAmt |
| Public Support CY170 | 0.49380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.41950 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $438,587 | CurrentYearMinus1Amt |
| Total | $438,587 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $657,881 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $3,434 | CurrentYearMinus1Amt |
| Total | $3,434 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $109,647 | CurrentYearMinus1Amt |
| Total | $109,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $164,471 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 118 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $912,868 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,065,054 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $16,953,724 | DonorAdvisedFundsVlEOYAmt |
| 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 | $95,033,434 | BeginningYearBalanceAmt |
| Contributions | $3,616,691 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,883,696 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,941,722 | GrantsOrScholarshipsAmt |
| End Year Balance | $93,824,707 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,236,840 | BeginningYearBalanceAmt |
| Contributions | $3,544,670 | ContributionsAmt |
| Investment Earnings Or Losses | $14,839,585 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,587,661 | GrantsOrScholarshipsAmt |
| End Year Balance | $95,033,434 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,346,395 | BeginningYearBalanceAmt |
| Contributions | $3,301,401 | ContributionsAmt |
| Investment Earnings Or Losses | $9,077,729 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,488,685 | GrantsOrScholarshipsAmt |
| End Year Balance | $79,236,840 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,136,113 | BeginningYearBalanceAmt |
| Contributions | $2,096,341 | ContributionsAmt |
| Investment Earnings Or Losses | $1,573,583 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,312,476 | GrantsOrScholarshipsAmt |
| End Year Balance | $69,346,395 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,580,392 | BeginningYearBalanceAmt |
| Contributions | $1,386,454 | ContributionsAmt |
| Investment Earnings Or Losses | $14,126,678 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,957,411 | GrantsOrScholarshipsAmt |
| End Year Balance | $71,136,113 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.72000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $370,666 | InvestmentCostOrOtherBasisAmt |
| Book Value | $370,666 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,025,903 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $185,729 | DepreciationAmt |
| Book Value | $840,174 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $44,337 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $29,871 | DepreciationAmt |
| Book Value | $14,466 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $169,280 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $140,881 | DepreciationAmt |
| Book Value | $28,399 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,253,705 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENT FUNDS | $24,996,967 |
| CHARITABLE GIFT ANNUITY OBLIGATION | $118,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,115,102 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,475,474 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,123,090 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$214,772 | OtherRevenueAmt |
| Revenue Not Reported | -$3,337,862 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,813,336 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,223,171 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,223,171 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,036,507 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,418,877 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$13,068 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$13,068 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,431,945 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $571,219 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $571,219 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,003,164 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (111 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS LOWER SHORE CHAPTER | ||||||||
| 1505 EMERSON AVENUE | SALISBURY | MD | 21801 | 530196605 | 501(C)3 | $5,700 | HUMAN SERVICESHUMAN SERVICES | |
| ART LEAGUE OF OCEAN CITY INC | ||||||||
| PO BOX 3503 | OCEAN CITY | MD | 218433503 | 521377610 | 501(C)3 | $19,814 | ARTS AND CULTURE | |
| ASBURY UNITED METHODIST CHURCH | ||||||||
| 1401 CAMDEN AVENUE | SALISBURY | MD | 218017116 | 520607975 | 501(C)3 | $44,968 | FAITH BASED PROGRAMS | |
| ATLANTIC GENERAL HOSPITAL FOUNDATION | ||||||||
| 9733 HEALTHWAY DR | BERLIN | MD | 218111155 | 521656507 | 501(C)3 | $7,000 | HEALTH PROGRAMS | |
| ATLAS ECONOMIC RESEARCH FOUNDATION | ||||||||
| 1201 L STREET NW | WASHINGTON | DC | 20005 | 942763845 | 501(C)3 | $13,000 | COMMUNITY DEVELOPMENT, ADVOCACYQUARTERLY DISTRIBUTION | |
| BIG BROTHERS BIG SISTERS OF THE GREATER CHESAPEAKE INC | ||||||||
| 200 W MAIN STREET STE 300 | SALISBURY | MD | 218014907 | 520631265 | 501(C)3 | $5,300 | YOUTH | |
| BROWN BOX THEATRE PROJECT | ||||||||
| 10647 GRIFFIN ROAD | BERLIN | MD | 218113167 | 217193109 | 501(C)3 | $5,000 | ARTS / CULTURE | |
| CAMPUS CRUSADE FOR CHRIST | ||||||||
| 100 LAKE HART DRIVE DEPT 2400 | ORLANDO | FL | 328320100 | 956006173 | 501(C)3 | $10,000 | FAITH BASED PROGRAMS | |
| CHARITABLE FOUNDATION OF THE ROTARY CLUB OF WICOMICO COUNTY | ||||||||
| PO BOX 3621 | SALISBURY | MD | 218030910 | 261620308 | 501(C)3 | $12,000 | COMMUNITY DEVELOPMENT,SCHOLARSHIPS | |
| CHESAPEAKE HOUSING MISSION | ||||||||
| 30754 FOX CHASE DR | SALISBURY | MD | 218042541 | 263435626 | 501(C)3 | $10,300 | HUMAN SERVICES | |
| CHRISTIAN SHELTER INC | ||||||||
| 334 BARCLAY STREET | SALISBURY | MD | 218043754 | 521176287 | 501(C)3 | $33,128 | HUMAN SERVICES, FAITH BASED PROGRAMS | |
| COASTAL HOSPICE INC | ||||||||
| PO BOX 1733 | SALISBURY | MD | 218021733 | 521214775 | 501(C)3 | $112,613 | HEALTH | |
| CRICKET CENTER INC | ||||||||
| PO BOX 97 | BERLIN | MD | 21811 | 260177198 | 501(C)3 | $5,100 | HUMAN SERVICES | |
| DEL-MAR-VA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 31901 TRI-COUNTY WAY STE 118 | SALISBURY | MD | 21804 | 510065733 | 501(C)3 | $38,520 | YOUTH | |
| DELMARVA ZOOLOGICAL SOCIETY INC | ||||||||
| PO BOX 4621 | SALISBURY | MD | 218034621 | 521773305 | 501(C)3 | $8,000 | EDUCATION | |
| DIAKONIA INC | ||||||||
| 12747 OLD BRIDGE ROAD | OCEAN CITY | MD | 218429243 | 521381317 | 501(C)3 | $10,111 | HUMAN SERVICES | |
| EASTER SEALS DELAWARE & MARYLAND'S EASTERN SHORE | ||||||||
| 1336 BELMONT AVE STE 502 | SALISBURY | MD | 218044500 | 510066728 | 501(C)3 | $8,876 | HUMAN SERVICES | |
| CITY OF SALISBURY | ||||||||
| 27940 REMINGTON WAY | SALISBURY | MD | 21801 | 526000806 | GOVT | $7,200 | REQUESTED DISTRIBUTION | |
| FRUITLAND COMMUNITY CENTER INC | ||||||||
| PO BOX 6699 | FRUITLAND | MD | 218260669 | 521884888 | 501(C)3 | $31,075 | HUMAN SERVICES, KITCHEN RENOVATION | |
| GIRL SCOUTS OF THE CHESAPEAKE BAY COUNCIL INC | ||||||||
| 1346 BELMONT AVE STE 601 | SALISBURY | MD | 218044589 | 510064337 | 501(C)3 | $18,412 | YOUTH | |
| HABITAT FOR HUMANITY WICOMICO COUNTY INC | ||||||||
| 908 W ISABELLA ST | SALISBURY | MD | 218014034 | 521522421 | 501(C)3 | $8,800 | COMMUNITY DEVELOPMENT | |
| HAZEL FARM PROPERTY FOUNDATION INC | ||||||||
| 1320 BELMONT AVENUE STE 403-E | SALISBURY | MD | 218044583 | 201330518 | 501(C)3 | $31,362 | CONSERVATION & HISTORIC PRESERVATION | |
| HUMANE SOCIETY OF WICOMICO COUNTY INC | ||||||||
| 5130 CITATION DRIVE | SALISBURY | MD | 218041552 | 237015204 | 501(C)3 | $11,327 | ANIMAL WELFAREANIMAL WELFARE | |
| KIDS OF HONOR INC | ||||||||
| 5236 SILVER RUN LANE | SALISBURY | MD | 218011277 | 200093383 | 501(C)3 | $7,900 | REQUESTED DISTRIBTION, YOUTH | |
| LIFE CRISIS CENTER INC | ||||||||
| PO BOX 387 | SALISBURY | MD | 218030387 | 521147731 | 501(C)3 | $7,442 | HUMAN SERVICESHUMAN SERVICES | |
| LITTLE SISTERS OF JESUS AND MARY INC | ||||||||
| PO BOX 1755 | SALISBURY | MD | 218021755 | 520846802 | 501(C)3 | $43,490 | HUMAN SERVICES | |
| LOWER SHORE LAND TRUST INC | ||||||||
| 9931 OLD OCEAN CITY BLVD | BERLIN | MD | 218111141 | 521701152 | 501(C)3 | $6,547 | ENVIRONMENT | |
| MAC INC | ||||||||
| 909 PROGRESS CIR STE 100 | SALISBURY | MD | 218042316 | 520992005 | 501(C)3 | $458,504 | HUMAN SERVICES | |
| MAGI FUND INC | ||||||||
| 1210 ORCHARD CIR | SALISBURY | MD | 218016818 | 521903823 | 501(C)3 | $14,000 | HUMAN SERVICES | |
| HOLLY GROVE CHRISTIAN SCHOOL | ||||||||
| 7317 MENNONITE CHURCH ROAD | WESTOVER | MD | 21871 | 521063203 | 501(C)3 | $8,469 | EDUCATION, REQUESTED DISTRIBUTION | |
| HOPE AND LIFE OUTREACH INC | ||||||||
| 701 SNOW HILL ROAD | SALISBURY | MD | 218041937 | 261691517 | 501(C)3 | $27,925 | HUMAN SERVICES | |
| PARSON'S CEMETERY | ||||||||
| PO BOX 1718 | SALISBURY | MD | 218021718 | 520633414 | 501(C)3 | $60,000 | REQUESTED DISBURSEMENT | |
| PENINSULA REGIONAL MEDICAL CENTER FOUNDATION INC | ||||||||
| 100 E CARROLL ST | SALISBURY | MD | 218015422 | 521851935 | 501(C)3 | $19,650 | HEALTH | |
| LIVING FAITH MINISTRIES INC | ||||||||
| PO BOX 588 | FRUITLAND | MD | 218260588 | 364643147 | 501(C)3 | $7,200 | HUMAN SERVICES | |
| SALISBURY AREA CHAMBER OF COMMERCE INC | ||||||||
| 144 E MAIN STREET | SALISBURY | MD | 218014921 | 520470790 | 501(C)6 | $20,190 | COMMUNITY DEVELOPMENT | |
| SALISBURY HORIZONS | ||||||||
| 6279 HOBBS ROAD | SALISBURY | MD | 218041417 | 520904771 | 501(C)3 | $43,500 | EDUCATION | |
| SALISBURY SCHOOL INC | ||||||||
| 6279 HOBBS ROAD | SALISBURY | MD | 218041417 | 520904771 | 501(C)3 | $8,819 | EDUCATION | |
| SALISBURY UNIVERSITY FOUNDATION INC | ||||||||
| PO BOX 2655 | SALISBURY | MD | 218022655 | 521127396 | 501(C)3 | $71,000 | ARTS/CULTURE, EDUCATION | |
| SALISBURY WICOMICO ARTS COUNCIL | ||||||||
| PO BOX 884 | SALISBURY | MD | 218030884 | 237006845 | 501(C)3 | $22,218 | ARTS, CULTURE | |
| OCEAN CITY LION'S CHARITIES INC | ||||||||
| PO BOX 238 | OCEAN CITY | MD | 218430238 | 383698991 | 501(C)3 | $10,000 | HUMAN SERVICES | |
| SALVATION ARMY - SALISBURY CORPS | ||||||||
| 407 OAK STREET | SALISBURY | MD | 218045574 | 580660607 | 501(C)3 | $15,660 | HUMAN SERVICES | |
| PARKSIDE HIGH SCHOOL | ||||||||
| 1015 BEAGLIN PARK DRIVE | SALISBURY | MD | 218049311 | 526001052 | GOVT | $7,582 | EDUCATION | |
| PRINCESS ANNE ELEMENTARY SCHOOL | ||||||||
| 11576 LANKFORD ST | PRINCESS ANNE | MD | 21853 | 526001022 | 501(C)3 | $5,438 | EDUCATION | |
| REASON FOUNDATION | ||||||||
| 5737 MESMER AVE | LOS ANGELES | CA | 902309313 | 953298239 | 501(C)3 | $10,000 | HUMAN SERVICES | |
| ST ANDREWS EPISCOPAL CHURCH | ||||||||
| 30513 WASHINGTON ST | PRINCESS ANNE | MD | 218531143 | 520786941 | 501(C)3 | $5,000 | FAITH BASED PROGRAMS | |
| SALISBURY SUBSTANCE ABUSE COMMUNITY CENTER INC | ||||||||
| 726 S SALISBURY BLVD STE E | SALISBURY | MD | 21801 | 521609890 | 501(C)3 | $22,217 | HUMAN SERVICES | |
| STEPHEN DECATUR HIGH SCHOOL | ||||||||
| 9913 SEAHAWK RD | BERLIN | MD | 218113551 | 526001062 | GOVT | $41,742 | EDUCATION | |
| SUSQUEHANNA UNIVERSITY | ||||||||
| 514 UNIVERSITY AVE | SELINSGROVE | PA | 178701025 | 231353385 | 501(C)3 | $5,000 | GLOBAL OPPOTUNITIES PROGRAM | |
| UNITED WAY OF THE LOWER EASTERN SHORE INC | ||||||||
| 803 N SALISBURY BLVD STE 2100 | SALISBURY | MD | 21801 | 526016589 | 501(C)3 | $18,275 | HUMAN SERVICES | |
| UNIVERISTY OF MARYLAND EASTERN SHORE FOUNDATION INC | ||||||||
| 30665 STUDENT SERVICES CENTER | PRINCESS ANNE | MD | 218536057 | 521125663 | 501(C)3 | $38,500 | EDUCATION | |
| VILLAGE OF HOPE INC | ||||||||
| PO BOX 2517 | SALISBURY | MD | 218022517 | 521631603 | 501(C)3 | $19,265 | HUMAN SERVICES | |
| WARD MUSEUM OF WILDFOWL ART | ||||||||
| 909 S SCHUMAKER DR | SALISBURY | MD | 218048722 | 237088071 | 501(C)3 | $79,150 | ARTS/CULTURE | |
| WESLEY THEOLOGICAL SEMINARY OF THE METHODIST CHURCH | ||||||||
| 4500 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200165632 | 530245887 | 501(C)3 | $23,095 | FAITH BASED PROGRAMS | |
| WICOMICO FRIENDS OF RECREATION AND PARKS INC | ||||||||
| 500 GLEN AVE | SALISBURY | MD | 218045202 | 020614786 | 501(C)3 | $8,000 | YOUTH | |
| WICOMICO PRESBYTERIAN CHURCH | ||||||||
| 129 BROAD STREET | SALISBURY | MD | 218014912 | 520650792 | 501(C)3 | $132,202 | RENOVATIONS, HUMAN SERVICES | |
| WOR-WIC COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| MTC 103 32000 CAMPUS DRIVE | SALISBURY | MD | 218041485 | 521264019 | 501(C)3 | $422,614 | EDUCATION | |
| WORCESTER COUNTY GOLDGIVING OTHER LIVES DIGNITY | ||||||||
| PO BOX 39 | SNOW HILL | MD | 218630039 | 522041906 | 501(C)3 | $7,767 | HUMAN SERVICES | |
| WORCESTER YOUTH & FAMILY COUNSELING SERVICES INC | ||||||||
| PO BOX 925 | BERLIN | MD | 218110925 | 521227987 | 501(C)3 | $5,150 | HUMAN SERVICES | |
| YMCA OF THE CHESAPEAKE INC | ||||||||
| 715 SOUTH SCHUMAKER DRIVE | SALISBURY | MD | 218023296 | 520646895 | 501(C)3 | $67,952 | HUMAN SERVICES, CAPITAL CAMPAIGN | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)3 | $10,100 | HEALTH | |
| THREE LOWER COUNTIES COMMUNITY SERVICES INC | ||||||||
| 32033 BEAVER RUN DRIVE | SALISBURY | MD | 21804 | 521860379 | 501(C)3 | $10,470 | HEALTH | |
| TRINITY UNITED METHODIST CHURCH | ||||||||
| 112 HIGH STREET | SALISBURY | MD | 218014237 | 520713522 | 501(C)3 | $56,300 | FAITH BASED PROGRAMS, HUMAN SERVICES | |
| VETERANS SUPPORT CENTERS OF AMERICA INC | ||||||||
| 22121 ROYAL OAK ROAD | QUANTICO | MD | 21856 | 141872454 | 501(C)3 | $49,500 | HUMAN SERVICES | |
| WESTSIDE HISTORICAL SOCIETY INC | ||||||||
| PO BOX 194 | MARDELA SPRINGS | MD | 218370194 | 521591937 | 501(C)3 | $12,400 | CONSERVATION & HISTORIC PRESERVATION | |
| WICOMICO COUNTY FREE LIBRARY INC | ||||||||
| 122-126 S DIVISION STREET | SALISBURY | MD | 21801 | 520658332 | 501(C)3 | $17,750 | EDUCATION | |
| WOMEN SUPPORTING WOMEN INC | ||||||||
| 1320 BELMONT AVENUE STE 402 | SALISBURY | MD | 21804 | 521870971 | 501(C)3 | $21,200 | HEALTH | |
| WORCESTER COUNTY HUMANE SOCIETY INC | ||||||||
| PO BOX 48 | BERLIN | MD | 218110048 | 521122738 | 501(C)3 | $27,348 | HUMAN SERVICES | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 1315 MOUNT HERMON ROAD | SALISBURY | MD | 218045264 | 131788491 | 501(C)3 | $5,100 | RELAY FOR LIFE | |
| ART INSTITUTE AND GALLERY OF SALISBURY INC | ||||||||
| 212 W MAIN ST STE 101 | SALISBURY | MD | 218015005 | 521140870 | 501(C)3 | $11,750 | ARTS, CULTURE | |
| ATHLETES SERVING ATHLETES INC | ||||||||
| PO BOX 208 | SHARPTOWN | MD | 218610208 | 261654652 | 501(C)3 | $6,000 | HUMAN SERVICES | |
| BELIEVE IN TOMORROW NATIONAL CHILDREN'S FOUNDATION INC | ||||||||
| 6601 FREDERICK ROAD | CATONSVILLE | MD | 212283529 | 521332737 | 501(C)3 | $10,666 | HUMAN SERVICES | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 847415000 | 237147797 | 501(C)3 | $5,000 | ANIMAL WELFARE | |
| CATHOLIC CHARITIES INC | ||||||||
| PO BOX 401 | PRINCESS ANNE | MD | 218530401 | 510095439 | 501(C)3 | $13,667 | HUMAN SERVICES | |
| CHARLES H CHIPMAN FOUNDATION | ||||||||
| PO BOX 4374 | SALISBURY | MD | 218034374 | 521393940 | 501(C)3 | $7,300 | ARTS, CULTURE | |
| CHILD & FAMILY FOUNDATION INC | ||||||||
| 104C WILLIAMSPORT CIR | SALISBURY | MD | 218046400 | 471220737 | 501(C)3 | $12,850 | HUMAN SERVICES | |
| COMMUNITY CHURCH AT OCEAN PINES | ||||||||
| 11227 RACETRACK RD | BERLIN | MD | 218113276 | 521291329 | 501(C)3 | $5,000 | FAITH BASED PROGRAMS | |
| COMMUNITY OF JOY CHURCH | ||||||||
| 802 KEARNY CT | SALISBURY | MD | 21804 | 522332542 | 501(C)3 | $6,000 | FAITH BASED PROGRAMS | |
| DELAWARE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1636 | WILMINGTON | DE | 198891636 | 222804785 | 501(C)3 | $25,000 | DONOR ADVISED FUND | |
| DELMARVA DISCOVERY CENTER & MUSEUM INC | ||||||||
| 2 MARKET ST | POCOMOKE CITY | MD | 218510727 | 522118540 | 501(C)3 | $17,900 | EDUCATION | |
| DOVE POINT FOUNDATION INC | ||||||||
| PO BOX 1610 | SALISBURY | MD | 218021287 | 521119920 | 501(C)3 | $9,379 | HUMAN SERVICES | |
| EASTERN SHORE DENTAL SOCIETY STATE OF MARYLAND | ||||||||
| 1346 S DIVISION STE 104 | SALISBURY | MD | 218047021 | 526047755 | 501(C)6 | $120,000 | REQUESTED DISTRIBUTION | |
| ELEVEN 21 INC | ||||||||
| 7545 LEVIN DASHIELL RD | HEBRON | MD | 218301184 | 461753777 | 501(C)3 | $11,500 | AFTER SCHOOL PROGRAMS | |
| FARMERS AND HUNTERS FEEDING THE HUNGRY INC | ||||||||
| PO BOX 323 | WILLIAMSPORT | MD | 217950323 | 522151919 | 501(C)3 | $5,000 | HUMAN SERVICES | |
| FRIENDS OF DELMARVA PUBLIC RADIO INC | ||||||||
| 27556 PREAKNESS WAY | SALISBURY | MD | 218011769 | 461576501 | 501(C)3 | $5,000 | HUMAN SERVICES | |
| FRUITLAND PRIMARY SCHOOL | ||||||||
| 301 N DIVISION ST | FRUITLAND | MD | 218262225 | 526001052 | GOVT | $7,099 | EDUCATION | |
| IPPS MENTORING PROGRAM INC | ||||||||
| PO BOX 214 | DELMAR | DE | 199400214 | 760828100 | 501(C)3 | $5,000 | HUMAN SERVICES | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 222031854 | 061779840 | 501(C)3 | $5,000 | HUMAN SERVICES | |
| JAMES M BENNETT HIGH SCHOOL | ||||||||
| 300 E COLLEGE AVE | SALISBURY | MD | 218046599 | 526001052 | GOVT | $8,304 | EDUCATION | |
| LIONS INTERNATIONAL SALISBURY CLUB | ||||||||
| PO BOX 665 | SALISBURY | MD | 218030665 | 526066374 | 501(C)4 | $6,900 | HEALTH | |
| NISKANEN CENTER | ||||||||
| PO BOX 26244 | WASHINGTON | MD | 20001 | 455308952 | 501(C)3 | $20,000 | COMMUNITY DEVELOPMENT | |
| OCEAN CITY ELEMENTARY SCHOOL | ||||||||
| 12828 CENTER DR | OCEAN CITY | MD | 218429108 | 526001062 | 501(C)3 | $7,351 | EDUCATION | |
| PEMBERTON HALL FOUNDATION | ||||||||
| 5711 N NITHSDALE DR | SALISBURY | MD | 218012444 | 237209626 | 501(C)3 | $12,000 | MATCH FOR MHAA GRANT | |
| PENINSULA REGIONAL MEDICAL CENTER | ||||||||
| 100 E CARROLL ST | SALISBURY | MD | 218015422 | 520591628 | 501(C)3 | $5,000 | HELATH | |
| POCOMOKE HIGH SCHOOL | ||||||||
| 1817 OLD VIRGINIA RD | POCOMOKE CITY | MD | 218513049 | 526001069 | GOVT | $7,500 | EDUCATION | |
| POCOMOKE INDIAN NATION INC | ||||||||
| 5202 SANDBORNE TERRACE | SALISBURY | MD | 21801 | 455041803 | 501(C)3 | $5,000 | EDUCATION | |
| SALISBURY SCHOOL EDUCATIONAL FOUNDATION INC | ||||||||
| 6279 HOBBS ROAD | SALISBURY | MD | 218041417 | 452080993 | 501(C)3 | $7,300 | EDUCATION | |
| SALISBURY URBAN MINISTRIES | ||||||||
| PO BOX 1792 | SALISBURY | MD | 218021792 | 522043085 | 501(C)3 | $9,100 | HUMAN SERVICES | |
| SANTA HOUSE INC | ||||||||
| PO BOX 14 | SNOW HILL | MD | 218630014 | 462238575 | 501(C)3 | $10,000 | SANTA HOUSE | |
| SOMERSET COUNTY LOCAL MANAGEMENT BOARD | ||||||||
| 8928 SIGN POST RD STE 1 | WESTOVER | MD | 218713350 | 522126104 | 501(C)3 | $12,704 | COMMUNITY DEVELOPMENT | |
| SOMERSET COUNTY PUBLIC SCHOOLS | ||||||||
| 7982A TAWES CAMPUS DRIVE | WESTOVER | MD | 218713922 | 526001022 | GOVT | $12,000 | EDUCATION | |
| SOMERSET COUNTY RECREATION AND PARKS DEPARTMENT SOMERSET COUNTY | ||||||||
| 30290 SAM BARNES RD | WESTOVER | MD | 218713352 | 520853605 | GOVT | $5,260 | HUMAN SERVICES | |
| SOMERSET COUNTY SHERIFF'S OFFICE SOMERSET COUNTY | ||||||||
| 30426 SAM BARNES RD STE A | WESTOVER | MD | 218713306 | 520853605 | GOVT | $5,000 | HUMAN SERVICES | |
| PRINCESS ANNE CORPORATION TA SOMERSET WELLNESS CENTER | ||||||||
| 12302 SOMERSET AVE STE D | PRINCESS ANNE | MD | 218533099 | 800494238 | 501(C)3 | $7,350 | HUMAN SERVICES | |
| ST VINCENT DEPAUL SOCIETY A MINISTRY OF ST MARY'S STAR OF THE SEA | ||||||||
| 6 40TH STREET | OCEAN CITY | MD | 21842 | 520852299 | 501(C)3 | $10,000 | FAITH BASED PROGRAMS | |
| ST FRANCIS DE SALES SCHOOL | ||||||||
| 500 CAMDEN AVE | SALISBURY | MD | 218015802 | 520554283 | 501(C)3 | $14,903 | SCHOLARSHIPS | |
| ST PETER'S EPISCOPAL CHURCH | ||||||||
| 115 SAINT PETERS ST | SALISBURY | MD | 218014901 | 520626713 | 501(C)3 | $5,700 | FAITH BASED PROGRAMS | |
| STUDENTS FOR LIBERTY INC | ||||||||
| 1101 17TH ST NW STE 810 | WASHINGTON | DC | 200364716 | 943435899 | 501(C)3 | $5,000 | EDUCATION | |
| TOWN OF OCEAN CITY - POLICE DEPARTMENT TOWN OF OCEAN CITY | ||||||||
| 6501 COASTAL HWY | OCEAN CITY | MD | 218423041 | 526000802 | GOVT | $5,000 | FBO CANINE & MOUNTED POLICE UNITED | |
| UNIVERSITY OF MARYLAND EASTERN SHORE | ||||||||
| SUITE 2107 JT HALL 11868 ACADEMIC | PRINCESS ANNE | MD | 21853 | 526002033 | GOVT | $5,000 | ARTS, CULTURE | OVAL |
| WICOMICO PARTNERSHIP FOR FAMILIES AND CHILDREN | ||||||||
| 408 COLES CIR STE G | SALISBURY | MD | 218043203 | 526001054 | GOVT | $6,500 | EDUCATION | |
| WORCESTER COUNTY LIBRARY FOUNDATION | ||||||||
| 307 N WASHINGTON ST | SNOW HILL | MD | 218631062 | 202766558 | 501(C)3 | $5,000 | TO SUPPORT THE PRINT PUBLISHING OF A PUBLIC COMMUNITY RESOURCE DIRECTORY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 108 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CASH ASSISTANCE FOR EDUCATIONAL PURPOSES | GrantTypeTxt |
| Recipient | 321 | RecipientCnt |
| Cash Grant | $365,223 | CashGrantAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $601,346 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FULL STOCK PRICE-SALE | 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 MORGAN STANLEY, FIDELITY OR SCOTTRADE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | THE 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 1 | THE 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 4 | SCHEDULE 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 6 | CORPORATE MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | CORPORATE MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7B | CORPORATE 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 11 | THE 990 WAS REVIEWED BY MANAGEMENT, THE AUDIT COMMITTEE AND BY THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY 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 15 | COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD PER THE EXECUTIVE EVALUATION AND COMPENSATION POLICY AND PROCEDURES. |
| FORM 990, PART VI, SECTION C, LINE 18 | UPON REQUEST AND AT WWW.CFES.ORG/LEARN/FINANCIALS-ACCOUNTABILITY/ |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON 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 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR |
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