2014-05-12T13:14:02-05:00 2013-06-30 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2012-07-01 043707013 BLUE WATERS FOUNDATION CO STEVE BUCK BLUE 4104378781 1908 BLUE WATERS FARM LANE PASADENA MD 21122 STEVEN BUCK 4104378781 2014-05-06 1 LORI S BURGHAUSER P00370694 4104031500 2014-05-06 2012 2015-11-30 17:44:51Z NA STEVEN BUCK 1908 BLUE WATERS FARM LANE PASADENA MD 21122 504537 0 X N/A X 2002 MD BLUE WATERS FOUNDATION IS COMMITTED TO SUPPORTING THE ACTIVITIES OF OTHER SPECIFIED PUBLIC CHARITIES. 5 5 0 0 -2924 0 0 0 0 0 20858 40970 -15263 -17823 5595 23147 230500 169000 0 0 0 0 0 0 0 70392 65407 300892 234407 -295297 -211260 4345223 4128477 0 0 4345223 4128477 BLUE WATERS FOUNDATION IS COMMITTED TO SUPPORTING THE ACTIVITIES OF OTHER SPECIFIED PUBLIC CHARITIES. OVER THE LONG-TERM, IT WILL PAY AT LEAST 85 PERCENT OF ITS INCOME TO THESE ORGANIZATIONS. 0 0 169000 169000 0 BLUE WATERS FOUNDATION IS COMMITTED TO SUPPORTING THE ACTIVITIES OF OTHER SPECIFIED PUBLIC CHARITIES. OVER THE LONG-TERM, IT WILL PAY AT LEAST 85 PERCENT OF ITS INCOME TO THESE ORGANIZATIONS. 169000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X STEVEN BUCK 4104378781 1908 BLUE WATERS FARM LANE PASADENA MD 21122 X STEVEN BUCK 1.00 X X 0 0 0 NANCY FOHRELL 1.00 X 0 0 0 MEAGAN HEFFERNAN 1.00 X 0 0 0 DENNIS KLINE 1.00 X 0 0 0 DARYL SIDLE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 69259 69259 453101 481390 -28289 -28289 -28289 OTHER PASSTHROUGH INVE 900099 124 124 OTHER PASSTHROUGH INVE 900099 -153 -153 OTHER PASSTHROUGH INVE 900099 -17794 -2924 -14870 -17823 23147 0 -2924 26071 X 169000 169000 160 160 6615 6615 57815 57815 MISCELLANEOUS 817 817 234407 169000 65407 0 32746 3578 225109 71267 579557 271542 3507811 3782090 4345223 4128477 0 0 X 0 0 0 0 4345223 4128477 4345223 4128477 4345223 4128477 -211260 -5486 0 X 0 0 0 X X 0 0 0 YWCA OF ANNE ARUNDEL 520591702 7 0 1 1 119000 1 119000 0 SILVER CREEK LOW VOLATILITY 867633 C GREENLIGHT MASTERS OFFSHORE 500000 C AMA PRIVATE REAL ESTATE FUND I LP 111495 C UNIFIED SER TR IRON STRATEGY INC 201945 C PEQUOT MATAWIN OFFSHORE FUND LP 1875 C ABBEY CAPITAL ACL ALTERNATIVE FUND LTD 220298 C THE ALPHAGEN OCTANIS FUND LTD 155404 C TEMPLETON INCOME TR GLB 275447 C TWC FSD INC EMRG MKTS 276576 C VALUED ADVISERS TR A OK STG INSTL 308518 C ISHARES GOLD TRUST ISHARES 174076 C ARTISAN FDS INC INTL VALUE INV 25000 C SARATOGA RIM MGD ACCOUNT 463823 C AIP GLOBAL MACRO FUND CAYMAN LP 200000 C 3782090 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 1512384 0 0 0 0 0 0 1512384 0 1512384 1 0 1 0 1 0 1 HABITAT FOR HUMANITY OF THE CHESAPEAKE INC 3741 COMMERCE DRIVE SUITE 309 BALTIMORE MD 21227 521226188 501(C)(3) 25000 GENERAL SUPPORT THE UNITED WAY OF CENTRAL MARYLAND INC 100 SOUTH CHARLES STREET BALTIMORE MD 21203 520591543 501(C)(3) 25000 GENERAL SUPPORT YWCA OF ANNAPOLIS & ANNE ARUNDEL COUNTY MARYLAND INC CO UNITED WAY 1517 RICHIE HIGHWAY STE 201 ARNOLD MD 21012 520591702 501(C)(3) 119000 GENERAL SUPPORT 3 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION SELECTS LOCAL CHARITIES THAT IT HAS KNOWLEDGE OF AND/OR IS INVOLVED WITH TO ENSURE THE FUNDS ARE UTILIZED IN THE LOCAL COMMUNITY. FORM 990, PART VI, SECTION A, LINE 2 A FAMILY RELATIONSHIP EXISTS BETWEEN STEVEN BUCK AND MEAGAN HEFFERNAN. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WILL BE DISSEMINATED VIA E-MAIL TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND THE FORM 990 ARE AVAILABLE UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G INVESTMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 57,815. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,815. FORM 990, PAGE 6, PART VI, LINE 15: THE FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES. AS SUCH, THERE ARE NO POLICIES IN EFFECT FOR THE DETERMINATION OF COMPENSATION. FORM 990, PAGE 7, PART VII, SECTION A - TIME DEVOTED TO SUPPORTED ORGS: MEAGAN HEFFERNAN SERVES ON THE BOARD OF DIRECTORS FOR YWCA OF ANNAPOLIS & ANNE ARUNDEL COUNTY, MARYLAND. SHE DEVOTES AN AVERAGE OF 1 HOUR PER WEEK TO THIS SUPPORTED ORGANIZATION.