2015-12-23T09:52:05-06:00 2015-06-30 264777527 TGM GROUP LLC 955 MT HERMON RD SALISBURY MD 218045105 990 2014-07-01 521326014 COMMUNITY FOUNDATION OF THE EASTERN SHORE INC COMM 4107429911 1324 BELMONT AVENUE NO 401 SALISBURY MD 218044558 ERICA JOSEPH PRESIDENT 4107429911 2015-12-23 1 THOMAS L TRICE IV CPA P00809335 4107421328 2014 2016-03-07 17:11:31Z ERICA JOSEPH 1324 BELMONT AVENUE SALISBURY MD 21804 29295732 0 X WWW.CFES.ORG X 1984 MD SEE SCHEDULE O FOR DESCRIPTION 25 25 8 100 0 0 5250395 5392885 0 0 3475278 3425772 192084 217850 8917757 9036507 4868854 5127212 0 0 589439 572947 0 0 116661 313442 303005 5771735 6003164 3146022 3033343 105809840 104235192 24885473 25254228 80924367 78980964 X SEE SCHEDULE O FOR DESCRIPTION 0 0 1543504 1543504 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. 1501670 1501670 HUMAN SERVICES - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING EMERGENCY AND SOCIAL SERVICES TO THE COMMUNITY 557120 557120 HEALTH PROGRAMS - TO ASSIST VARIOUS ORGANIZATIONS IN PROVIDING FUNDS FOR HEALTH RELATED PROGRAMS. 1665787 1524918 ANIMAL WELFARE, ARTS, CULTURE, COMMUNITY DEVELOPMENT, CONSERVATION AND HISTORIC PRESERVATION, FAITH BASED, ENVIRONMENT,& YOUTH 1665787 1524918 5268081 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 25 25 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X DAVID PLOTTS 4107429911 1324 BELMONT AVENUE 401 SALISBURY MD 21804 JAMES W ALMAND DIRECTOR 1.00 X 0 0 0 DONALD K TAYLOR DIRECTOR 1.00 X 0 0 0 THOMAS K COATES DIRECTOR 1.00 X 0 0 0 JOHN J ALLEN VICE CHAIR 1.00 X X 0 0 0 JOHN P BARRETT DIRECTOR 1.00 X 0 0 0 JANE R CORCORAN DIRECTOR 1.00 X 0 0 0 GREGORY TAWES DIRECTOR 1.00 X 0 0 0 CHARLES G GOSLEE DIRECTOR 1.00 X 0 0 0 KATHLEEN G MCLAIN DIRECTOR 1.00 X 0 0 0 ERNEST R SATCHELL DIRECTOR 1.00 X 0 0 0 JULIUS D ZANT DIRECTOR 1.00 X 0 0 0 JAMES F MORRIS DIRECTOR 1.00 X 0 0 0 TODD E BURBAGE DIRECTOR 1.00 X 0 0 0 SUSAN K PURNELL DIRECTOR 1.00 X 0 0 0 LAUREN C TAYLOR DIRECTOR 1.00 X 0 0 0 JAMES R THOMAS JR SECRETARY 1.00 X X 0 0 0 ANDY KIM DIRECTOR 1.00 X 0 0 0 LOUIS H TAYLOR DIRECTOR 1.00 X 0 0 0 DAVID A VORHIS TREASURER 1.00 X X 0 0 0 DWIGHT W MARSHALL JR DIRECTOR 1.00 X 0 0 0 STEPHANIE T WILLEY DIRECTOR 1.00 X 0 0 0 MELODY S NELSON CHAIRMAN 1.00 X X 0 0 0 MICHAEL P TRUITT DIRECTOR 1.00 X 0 0 0 CAROLYN S JOHNSTON DIRECTOR 1.00 X 0 0 0 GAYLE WIDDOWSON DIRECTOR 1.00 X 0 0 0 DOUGLAS WILSON FORMER PRESIDENT & CEO 40.00 X 110148 0 20917 ERICA JOSEPH PRESIDENT 40.00 X 70735 0 12628 180883 0 33545 1 0 0 0 THE MASON COMPANIES 11130 SUNRISE VALLEY SUITE 200 RESTON VA 20191 INVESTMENT SERVICES 288141 1 15000 5377885 601346 5392885 3397227 3397227 20287770 20259225 28545 28545 28545 ADMINISTRATIVE FEES 525920 204782 204782 SHARED FACILITIES REIMBURSEMENT 532000 13068 13068 217850 9036507 246395 0 3397227 4761989 4761989 365223 365223 81494 40747 40747 363992 96364 214060 53568 26259 6332 15422 4505 67821 13695 44277 9849 33381 7113 18276 7992 22225 22225 17917 14259 3658 43405 225 43180 36884 370 36514 32163 604 31559 33642 33642 33 33 35261 543 34718 43566 43566 DUES & SUBSCRIPTIONS 20413 1331 19082 DEVELOPMENT EVENTS 10271 10271 SPONSORSHIP 4450 4450 BANK FEES 1183 1183 1592 1592 6003164 5268081 618422 116661 25209 24117 1940195 1110619 258360 0 2297450 1628727 37166 17187 1610186 356481 1291520 1253705 99959940 100200837 105809840 104235192 120135 117609 20213 21517 24745125 25115102 24885473 25254228 X 11447788 11847441 21336425 16489602 48140154 50643921 80924367 78980964 105809840 104235192 X 3033343 -3123090 -214772 -1638884 X X 0 1 X 1 0 X 2330082 3263735 4742431 5250395 5392885 20979528 2330082 3263735 4742431 5250395 5392885 20979528 3836872 17142656 1686325 1829151 2998275 3825475 3397227 13736453 34715981 0.49380 0.41950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 438587 438587 657881 3434 3434 109647 109647 164471 118 912868 1065054 16953724 1 1 95033434 3616691 -1883696 2941722 93824707 79236840 3544670 14839585 2587661 95033434 69346395 3301401 9077729 2488685 79236840 71136113 2096341 1573583 2312476 69346395 57580392 1386454 14126678 1957411 71136113 0.72000 0.28000 0 0 370666 370666 1025903 185729 840174 44337 29871 14466 169280 140881 28399 1253705 AGENCY ENDOWMENT FUNDS 24996967 CHARITABLE GIFT ANNUITY OBLIGATION 118135 25115102 3475474 -3123090 -214772 -3337862 6813336 2223171 2223171 9036507 5418877 -13068 -13068 5431945 571219 571219 6003164 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. 1 AMERICAN RED CROSS LOWER SHORE CHAPTER 1505 EMERSON AVENUE SALISBURY MD 21801 530196605 501(C)3 5700 HUMAN SERVICESHUMAN SERVICES ART LEAGUE OF OCEAN CITY INC PO BOX 3503 OCEAN CITY MD 218433503 521377610 501(C)3 19814 ARTS AND CULTURE ASBURY UNITED METHODIST CHURCH 1401 CAMDEN AVENUE SALISBURY MD 218017116 520607975 501(C)3 44968 FAITH BASED PROGRAMS ATLANTIC GENERAL HOSPITAL FOUNDATION 9733 HEALTHWAY DR BERLIN MD 218111155 521656507 501(C)3 7000 HEALTH PROGRAMS ATLAS ECONOMIC RESEARCH FOUNDATION 1201 L STREET NW WASHINGTON DC 20005 942763845 501(C)3 13000 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 5300 YOUTH BROWN BOX THEATRE PROJECT 10647 GRIFFIN ROAD BERLIN MD 218113167 217193109 501(C)3 5000 ARTS / CULTURE CAMPUS CRUSADE FOR CHRIST 100 LAKE HART DRIVE DEPT 2400 ORLANDO FL 328320100 956006173 501(C)3 10000 FAITH BASED PROGRAMS CHARITABLE FOUNDATION OF THE ROTARY CLUB OF WICOMICO COUNTY PO BOX 3621 SALISBURY MD 218030910 261620308 501(C)3 12000 COMMUNITY DEVELOPMENT,SCHOLARSHIPS CHESAPEAKE HOUSING MISSION 30754 FOX CHASE DR SALISBURY MD 218042541 263435626 501(C)3 10300 HUMAN SERVICES CHRISTIAN SHELTER INC 334 BARCLAY STREET SALISBURY MD 218043754 521176287 501(C)3 33128 HUMAN SERVICES, FAITH BASED PROGRAMS COASTAL HOSPICE INC PO BOX 1733 SALISBURY MD 218021733 521214775 501(C)3 112613 HEALTH CRICKET CENTER INC PO BOX 97 BERLIN MD 21811 260177198 501(C)3 5100 HUMAN SERVICES DEL-MAR-VA COUNCIL BOY SCOUTS OF AMERICA 31901 TRI-COUNTY WAY STE 118 SALISBURY MD 21804 510065733 501(C)3 38520 YOUTH DELMARVA ZOOLOGICAL SOCIETY INC PO BOX 4621 SALISBURY MD 218034621 521773305 501(C)3 8000 EDUCATION DIAKONIA INC 12747 OLD BRIDGE ROAD OCEAN CITY MD 218429243 521381317 501(C)3 10111 HUMAN SERVICES EASTER SEALS DELAWARE & MARYLAND'S EASTERN SHORE 1336 BELMONT AVE STE 502 SALISBURY MD 218044500 510066728 501(C)3 8876 HUMAN SERVICES CITY OF SALISBURY 27940 REMINGTON WAY SALISBURY MD 21801 526000806 GOVT 7200 REQUESTED DISTRIBUTION FRUITLAND COMMUNITY CENTER INC PO BOX 6699 FRUITLAND MD 218260669 521884888 501(C)3 31075 HUMAN SERVICES, KITCHEN RENOVATION GIRL SCOUTS OF THE CHESAPEAKE BAY COUNCIL INC 1346 BELMONT AVE STE 601 SALISBURY MD 218044589 510064337 501(C)3 18412 YOUTH HABITAT FOR HUMANITY WICOMICO COUNTY INC 908 W ISABELLA ST SALISBURY MD 218014034 521522421 501(C)3 8800 COMMUNITY DEVELOPMENT HAZEL FARM PROPERTY FOUNDATION INC 1320 BELMONT AVENUE STE 403-E SALISBURY MD 218044583 201330518 501(C)3 31362 CONSERVATION & HISTORIC PRESERVATION HUMANE SOCIETY OF WICOMICO COUNTY INC 5130 CITATION DRIVE SALISBURY MD 218041552 237015204 501(C)3 11327 ANIMAL WELFAREANIMAL WELFARE KIDS OF HONOR INC 5236 SILVER RUN LANE SALISBURY MD 218011277 200093383 501(C)3 7900 REQUESTED DISTRIBTION, YOUTH LIFE CRISIS CENTER INC PO BOX 387 SALISBURY MD 218030387 521147731 501(C)3 7442 HUMAN SERVICESHUMAN SERVICES LITTLE SISTERS OF JESUS AND MARY INC PO BOX 1755 SALISBURY MD 218021755 520846802 501(C)3 43490 HUMAN SERVICES LOWER SHORE LAND TRUST INC 9931 OLD OCEAN CITY BLVD BERLIN MD 218111141 521701152 501(C)3 6547 ENVIRONMENT MAC INC 909 PROGRESS CIR STE 100 SALISBURY MD 218042316 520992005 501(C)3 458504 HUMAN SERVICES MAGI FUND INC 1210 ORCHARD CIR SALISBURY MD 218016818 521903823 501(C)3 14000 HUMAN SERVICES HOLLY GROVE CHRISTIAN SCHOOL 7317 MENNONITE CHURCH ROAD WESTOVER MD 21871 521063203 501(C)3 8469 EDUCATION, REQUESTED DISTRIBUTION HOPE AND LIFE OUTREACH INC 701 SNOW HILL ROAD SALISBURY MD 218041937 261691517 501(C)3 27925 HUMAN SERVICES PARSON'S CEMETERY PO BOX 1718 SALISBURY MD 218021718 520633414 501(C)3 60000 REQUESTED DISBURSEMENT PENINSULA REGIONAL MEDICAL CENTER FOUNDATION INC 100 E CARROLL ST SALISBURY MD 218015422 521851935 501(C)3 19650 HEALTH LIVING FAITH MINISTRIES INC PO BOX 588 FRUITLAND MD 218260588 364643147 501(C)3 7200 HUMAN SERVICES SALISBURY AREA CHAMBER OF COMMERCE INC 144 E MAIN STREET SALISBURY MD 218014921 520470790 501(C)6 20190 COMMUNITY DEVELOPMENT SALISBURY HORIZONS 6279 HOBBS ROAD SALISBURY MD 218041417 520904771 501(C)3 43500 EDUCATION SALISBURY SCHOOL INC 6279 HOBBS ROAD SALISBURY MD 218041417 520904771 501(C)3 8819 EDUCATION SALISBURY UNIVERSITY FOUNDATION INC PO BOX 2655 SALISBURY MD 218022655 521127396 501(C)3 71000 ARTS/CULTURE, EDUCATION SALISBURY WICOMICO ARTS COUNCIL PO BOX 884 SALISBURY MD 218030884 237006845 501(C)3 22218 ARTS, CULTURE OCEAN CITY LION'S CHARITIES INC PO BOX 238 OCEAN CITY MD 218430238 383698991 501(C)3 10000 HUMAN SERVICES SALVATION ARMY - SALISBURY CORPS 407 OAK STREET SALISBURY MD 218045574 580660607 501(C)3 15660 HUMAN SERVICES PARKSIDE HIGH SCHOOL 1015 BEAGLIN PARK DRIVE SALISBURY MD 218049311 526001052 GOVT 7582 EDUCATION PRINCESS ANNE ELEMENTARY SCHOOL 11576 LANKFORD ST PRINCESS ANNE MD 21853 526001022 501(C)3 5438 EDUCATION REASON FOUNDATION 5737 MESMER AVE LOS ANGELES CA 902309313 953298239 501(C)3 10000 HUMAN SERVICES ST ANDREWS EPISCOPAL CHURCH 30513 WASHINGTON ST PRINCESS ANNE MD 218531143 520786941 501(C)3 5000 FAITH BASED PROGRAMS SALISBURY SUBSTANCE ABUSE COMMUNITY CENTER INC 726 S SALISBURY BLVD STE E SALISBURY MD 21801 521609890 501(C)3 22217 HUMAN SERVICES STEPHEN DECATUR HIGH SCHOOL 9913 SEAHAWK RD BERLIN MD 218113551 526001062 GOVT 41742 EDUCATION SUSQUEHANNA UNIVERSITY 514 UNIVERSITY AVE SELINSGROVE PA 178701025 231353385 501(C)3 5000 GLOBAL OPPOTUNITIES PROGRAM UNITED WAY OF THE LOWER EASTERN SHORE INC 803 N SALISBURY BLVD STE 2100 SALISBURY MD 21801 526016589 501(C)3 18275 HUMAN SERVICES UNIVERISTY OF MARYLAND EASTERN SHORE FOUNDATION INC 30665 STUDENT SERVICES CENTER PRINCESS ANNE MD 218536057 521125663 501(C)3 38500 EDUCATION VILLAGE OF HOPE INC PO BOX 2517 SALISBURY MD 218022517 521631603 501(C)3 19265 HUMAN SERVICES WARD MUSEUM OF WILDFOWL ART 909 S SCHUMAKER DR SALISBURY MD 218048722 237088071 501(C)3 79150 ARTS/CULTURE WESLEY THEOLOGICAL SEMINARY OF THE METHODIST CHURCH 4500 MASSACHUSETTS AVE NW WASHINGTON DC 200165632 530245887 501(C)3 23095 FAITH BASED PROGRAMS WICOMICO FRIENDS OF RECREATION AND PARKS INC 500 GLEN AVE SALISBURY MD 218045202 020614786 501(C)3 8000 YOUTH WICOMICO PRESBYTERIAN CHURCH 129 BROAD STREET SALISBURY MD 218014912 520650792 501(C)3 132202 RENOVATIONS, HUMAN SERVICES WOR-WIC COMMUNITY COLLEGE FOUNDATION INC MTC 103 32000 CAMPUS DRIVE SALISBURY MD 218041485 521264019 501(C)3 422614 EDUCATION WORCESTER COUNTY GOLDGIVING OTHER LIVES DIGNITY PO BOX 39 SNOW HILL MD 218630039 522041906 501(C)3 7767 HUMAN SERVICES WORCESTER YOUTH & FAMILY COUNSELING SERVICES INC PO BOX 925 BERLIN MD 218110925 521227987 501(C)3 5150 HUMAN SERVICES YMCA OF THE CHESAPEAKE INC 715 SOUTH SCHUMAKER DRIVE SALISBURY MD 218023296 520646895 501(C)3 67952 HUMAN SERVICES, CAPITAL CAMPAIGN ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)3 10100 HEALTH THREE LOWER COUNTIES COMMUNITY SERVICES INC 32033 BEAVER RUN DRIVE SALISBURY MD 21804 521860379 501(C)3 10470 HEALTH TRINITY UNITED METHODIST CHURCH 112 HIGH STREET SALISBURY MD 218014237 520713522 501(C)3 56300 FAITH BASED PROGRAMS, HUMAN SERVICES VETERANS SUPPORT CENTERS OF AMERICA INC 22121 ROYAL OAK ROAD QUANTICO MD 21856 141872454 501(C)3 49500 HUMAN SERVICES WESTSIDE HISTORICAL SOCIETY INC PO BOX 194 MARDELA SPRINGS MD 218370194 521591937 501(C)3 12400 CONSERVATION & HISTORIC PRESERVATION WICOMICO COUNTY FREE LIBRARY INC 122-126 S DIVISION STREET SALISBURY MD 21801 520658332 501(C)3 17750 EDUCATION WOMEN SUPPORTING WOMEN INC 1320 BELMONT AVENUE STE 402 SALISBURY MD 21804 521870971 501(C)3 21200 HEALTH WORCESTER COUNTY HUMANE SOCIETY INC PO BOX 48 BERLIN MD 218110048 521122738 501(C)3 27348 HUMAN SERVICES AMERICAN CANCER SOCIETY INC 1315 MOUNT HERMON ROAD SALISBURY MD 218045264 131788491 501(C)3 5100 RELAY FOR LIFE ART INSTITUTE AND GALLERY OF SALISBURY INC 212 W MAIN ST STE 101 SALISBURY MD 218015005 521140870 501(C)3 11750 ARTS, CULTURE ATHLETES SERVING ATHLETES INC PO BOX 208 SHARPTOWN MD 218610208 261654652 501(C)3 6000 HUMAN SERVICES BELIEVE IN TOMORROW NATIONAL CHILDREN'S FOUNDATION INC 6601 FREDERICK ROAD CATONSVILLE MD 212283529 521332737 501(C)3 10666 HUMAN SERVICES BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 847415000 237147797 501(C)3 5000 ANIMAL WELFARE CATHOLIC CHARITIES INC PO BOX 401 PRINCESS ANNE MD 218530401 510095439 501(C)3 13667 HUMAN SERVICES CHARLES H CHIPMAN FOUNDATION PO BOX 4374 SALISBURY MD 218034374 521393940 501(C)3 7300 ARTS, CULTURE CHILD & FAMILY FOUNDATION INC 104C WILLIAMSPORT CIR SALISBURY MD 218046400 471220737 501(C)3 12850 HUMAN SERVICES COMMUNITY CHURCH AT OCEAN PINES 11227 RACETRACK RD BERLIN MD 218113276 521291329 501(C)3 5000 FAITH BASED PROGRAMS COMMUNITY OF JOY CHURCH 802 KEARNY CT SALISBURY MD 21804 522332542 501(C)3 6000 FAITH BASED PROGRAMS DELAWARE COMMUNITY FOUNDATION PO BOX 1636 WILMINGTON DE 198891636 222804785 501(C)3 25000 DONOR ADVISED FUND DELMARVA DISCOVERY CENTER & MUSEUM INC 2 MARKET ST POCOMOKE CITY MD 218510727 522118540 501(C)3 17900 EDUCATION DOVE POINT FOUNDATION INC PO BOX 1610 SALISBURY MD 218021287 521119920 501(C)3 9379 HUMAN SERVICES EASTERN SHORE DENTAL SOCIETY STATE OF MARYLAND 1346 S DIVISION STE 104 SALISBURY MD 218047021 526047755 501(C)6 120000 REQUESTED DISTRIBUTION ELEVEN 21 INC 7545 LEVIN DASHIELL RD HEBRON MD 218301184 461753777 501(C)3 11500 AFTER SCHOOL PROGRAMS FARMERS AND HUNTERS FEEDING THE HUNGRY INC PO BOX 323 WILLIAMSPORT MD 217950323 522151919 501(C)3 5000 HUMAN SERVICES FRIENDS OF DELMARVA PUBLIC RADIO INC 27556 PREAKNESS WAY SALISBURY MD 218011769 461576501 501(C)3 5000 HUMAN SERVICES FRUITLAND PRIMARY SCHOOL 301 N DIVISION ST FRUITLAND MD 218262225 526001052 GOVT 7099 EDUCATION IPPS MENTORING PROGRAM INC PO BOX 214 DELMAR DE 199400214 760828100 501(C)3 5000 HUMAN SERVICES INSTITUTE FOR JUSTICE 901 N GLEBE RD STE 900 ARLINGTON VA 222031854 061779840 501(C)3 5000 HUMAN SERVICES JAMES M BENNETT HIGH SCHOOL 300 E COLLEGE AVE SALISBURY MD 218046599 526001052 GOVT 8304 EDUCATION LIONS INTERNATIONAL SALISBURY CLUB PO BOX 665 SALISBURY MD 218030665 526066374 501(C)4 6900 HEALTH NISKANEN CENTER PO BOX 26244 WASHINGTON MD 20001 455308952 501(C)3 20000 COMMUNITY DEVELOPMENT OCEAN CITY ELEMENTARY SCHOOL 12828 CENTER DR OCEAN CITY MD 218429108 526001062 501(C)3 7351 EDUCATION PEMBERTON HALL FOUNDATION 5711 N NITHSDALE DR SALISBURY MD 218012444 237209626 501(C)3 12000 MATCH FOR MHAA GRANT PENINSULA REGIONAL MEDICAL CENTER 100 E CARROLL ST SALISBURY MD 218015422 520591628 501(C)3 5000 HELATH POCOMOKE HIGH SCHOOL 1817 OLD VIRGINIA RD POCOMOKE CITY MD 218513049 526001069 GOVT 7500 EDUCATION POCOMOKE INDIAN NATION INC 5202 SANDBORNE TERRACE SALISBURY MD 21801 455041803 501(C)3 5000 EDUCATION SALISBURY SCHOOL EDUCATIONAL FOUNDATION INC 6279 HOBBS ROAD SALISBURY MD 218041417 452080993 501(C)3 7300 EDUCATION SALISBURY URBAN MINISTRIES PO BOX 1792 SALISBURY MD 218021792 522043085 501(C)3 9100 HUMAN SERVICES SANTA HOUSE INC PO BOX 14 SNOW HILL MD 218630014 462238575 501(C)3 10000 SANTA HOUSE SOMERSET COUNTY LOCAL MANAGEMENT BOARD 8928 SIGN POST RD STE 1 WESTOVER MD 218713350 522126104 501(C)3 12704 COMMUNITY DEVELOPMENT SOMERSET COUNTY PUBLIC SCHOOLS 7982A TAWES CAMPUS DRIVE WESTOVER MD 218713922 526001022 GOVT 12000 EDUCATION SOMERSET COUNTY RECREATION AND PARKS DEPARTMENT SOMERSET COUNTY 30290 SAM BARNES RD WESTOVER MD 218713352 520853605 GOVT 5260 HUMAN SERVICES SOMERSET COUNTY SHERIFF'S OFFICE SOMERSET COUNTY 30426 SAM BARNES RD STE A WESTOVER MD 218713306 520853605 GOVT 5000 HUMAN SERVICES PRINCESS ANNE CORPORATION TA SOMERSET WELLNESS CENTER 12302 SOMERSET AVE STE D PRINCESS ANNE MD 218533099 800494238 501(C)3 7350 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 10000 FAITH BASED PROGRAMS ST FRANCIS DE SALES SCHOOL 500 CAMDEN AVE SALISBURY MD 218015802 520554283 501(C)3 14903 SCHOLARSHIPS ST PETER'S EPISCOPAL CHURCH 115 SAINT PETERS ST SALISBURY MD 218014901 520626713 501(C)3 5700 FAITH BASED PROGRAMS STUDENTS FOR LIBERTY INC 1101 17TH ST NW STE 810 WASHINGTON DC 200364716 943435899 501(C)3 5000 EDUCATION TOWN OF OCEAN CITY - POLICE DEPARTMENT TOWN OF OCEAN CITY 6501 COASTAL HWY OCEAN CITY MD 218423041 526000802 GOVT 5000 FBO CANINE & MOUNTED POLICE UNITED UNIVERSITY OF MARYLAND EASTERN SHORE SUITE 2107 JT HALL 11868 ACADEMIC OVAL PRINCESS ANNE MD 21853 526002033 GOVT 5000 ARTS, CULTURE WICOMICO PARTNERSHIP FOR FAMILIES AND CHILDREN 408 COLES CIR STE G SALISBURY MD 218043203 526001054 GOVT 6500 EDUCATION WORCESTER COUNTY LIBRARY FOUNDATION 307 N WASHINGTON ST SNOW HILL MD 218631062 202766558 501(C)3 5000 TO SUPPORT THE PRINT PUBLISHING OF A PUBLIC COMMUNITY RESOURCE DIRECTORY 108 3 CASH ASSISTANCE FOR EDUCATIONAL PURPOSES 321 365223 BOOK PART I, LINE 2: 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. X 25 601346 FULL STOCK PRICE-SALE 0 1 1 PART I, LINE 32B: PUBLICLY TRADED SECURITIES ARE SOLD BY MORGAN STANLEY, FIDELITY OR SCOTTRADE. 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