2014-03-17T11:47:30-05:00 2013-06-30 520959934 ELLIN & TUCKER CHARTERED 100 S CHARLES ST SUITE 1300 BALTIMORE MD 21201 990 2012-07-01 521488711 THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INC COMM 3016957660 312 EAST CHURCH STREET FREDERICK MD 21701 ELIZABETH Y DAY 3016957660 2014-03-07 1 SUSAN KELLER P00245169 4107275735 2012 2015-11-30 17:44:51Z ELIZABETH Y DAY 312 EAST CHURCH STREET FREDERICK MD 21701 31798202 0 X WWW.FREDERICKCOUNTYGIVES.ORG X 1986 MD A CATALYST TO CREATE POSITIVE & LASTING IMPACT, BY BUILDING & FOSTERING RELATIONSHIPS - FOR GOOD, FOREVER, FOR FREDERICK COUNTY. 25 25 10 112 0 -2171 22726928 3392290 0 0 2498862 5220515 98287 0 25324077 8612805 2603636 2875696 0 0 600297 623474 0 0 177925 689144 663324 3893077 4162494 21431000 4450311 81967149 88381738 6888453 7124127 75078696 81257611 THE COMMUNITY FOUNDATION IS DEDICATED TO CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER TO ENRICH THE QUALITY OF LIFE IN FREDERICK COUNTY NOW AND FOR FUTURE GENERATIONS. 0 0 759270 561588 THE COMMUNITY FOUNDATION IS ONE OF FREDERICK COUNTY'S LARGEST PROVIDERS OF SCHOLARSHIPS TO INDIVIDUALS PURSUING POST-SECONDARY EDUCATION, WHICH INCLUDES TWO AND FOUR YEAR COLLEGES AND UNIVERSITIES AS WELL AS TRADE SCHOOLS. SCHOLAR AGES ARE 17 AND UP, AS SOME SCHOLARSHIPS ARE SPECIFICALLY FOR NON-TRADITIONAL STUDENTS. SCHOLARSHIPS ARE AVAILABLE FOR ALMOST ANY AREA OF STUDY, SOME DO NOT CONSIDER FINANCIAL NEED AS CRITERIA, AND SOME ARE RENEWABLE FOR ONE OR MORE YEARS. IN ADDITION, SEPARATE MUSIC SCHOLARSHIPS FOR YOUTH AGES 6 TO 17 ARE PROVIDED FOR CONTINUING EDUCATION IN VOICE AND INSTRUMENTAL INSTRUCTION. 369269 270008 THE COMMUNITY FOUNDATION PROVIDES DISCRETIONARY GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS THAT ARE CHARITABLE, EDUCATIONAL, SCIENTIFIC, LITERARY OR FAITH-BASED IN PURPOSE. THROUGH THE GRANT APPLICATION PROCESS, NONPROFIT ORGANIZATIONS MUST DESCRIBE THE PROGRAM FOR WHICH THEY ARE REQUESTING SUPPORT AND MUST DEMONSTRATE HOW THE GRANT WILL NOT ONLY HELP ACHIEVE THEIR GOALS, BUT HOW THE GRANT WILL POSITIVELY IMPACT THE COMMUNITY. FINAL REPORTS FROM EACH ORGANIZATION ENSURE ACCOUNTABILITY. GRANTS SUPPORT HEALTH, HUMAN SERVICES, THE ARTS, ENVIRONMENT, HISTORIC PRESERVATION, ANIMAL WELFARE, EDUCATION, YOUTH PROGRAMS, CIVIC CAUSES, ELDER CARE CAUSES, FAITH-BASED PROGRAMS, AND COMMUNITY PROGRAMS. 2143037 2044100 THE COMMUNITY FOUNDATION PROVIDES RESTRICTED GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS THAT ARE CHARITABLE, EDUCATIONAL, SCIENTIFIC, LITERARY, OR FAITH-BASED IN PURPOSE. THROUGH THE GRANT APPLICATION PROCESS, NONPROFIT ORGANIZATIONS MUST DESCRIBE THE PROGRAM FOR WHICH THEY ARE REQUESTING SUPPORT AND MUST DEMONSTRATE HOW THE GRANT WILL NOT ONLY HELP ACHIEVE THEIR GOALS, BUT HOW THE GRANT WILL POSITIVELY IMPACT THE COMMUNITY. FINAL REPORTS FROM EACH ORGANIZATION ENSURE ACCOUNTABILITY. GRANTS SUPPORT HEALTH, HUMAN SERVICES, THE ARTS, ENVIRONMENT, HISTORIC PRESERVATION, ANIMAL WELFARE, EDUCATION, YOUTH PROGRAMS, CIVIC CAUSES, ELDER CARE CAUSES, FAITH-BASED PROGRAMS, AND COMMUNITY PROGRAMS. 3271576 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 1 26 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X X GAIL FITZGERALD 3016957660 312 EAST CHURCH STREET FREDERICK MD 21701 BRENDA MAIN 1.00 X 0 0 0 CATHARINE FAIRLEY 1.00 X 0 0 0 CORNELIUS R FAY III 1.00 X 0 0 0 CYNTHIA S PALMER 1.00 X X 0 0 0 DALE T SUMMERS 1.00 X X 0 0 0 DAVID HOFFMAN 1.00 X 0 0 0 DEBRA S BORDEN 1.00 X 0 0 0 HUMBERTO BENITEZ 1.00 X X 0 0 0 J RAY RAMSBURG III 1.00 X 0 0 0 JAMES R SHOEMAKER 1.00 X X 0 0 0 JANET MCCURDY 1.00 X X 0 0 0 JOANNE R MCCOY 1.00 X 0 0 0 JOHN QUINN 1.00 X 0 0 0 JOHN R RATNAVALE 1.00 X 0 0 0 JOY ONLEY 1.00 X 0 0 0 LISA COBLENTZ 1.00 X 0 0 0 MARK A MAYER 1.00 X 0 0 0 META NASH 1.00 X X 0 0 0 ROBERT BROADRUP 1.00 X 0 0 0 SHIRLEY SHORES 1.00 X 0 0 0 WILLIAM BLAKESLEE 1.00 X 0 0 0 HARRY GEORGE III 1.00 X 0 0 0 KEVIN HESSLER 1.00 X 0 0 0 SHABRI MOORE 1.00 X 0 0 0 TED LUCK 1.00 X 0 0 0 ELIZABETH Y DAY 50.00 X 115472 0 12393 GAIL M FITZGERALD 50.00 X 89997 0 11388 205469 0 23781 1 0 0 0 0 3392290 287524 3392290 1650061 1650061 26755851 23185397 3570454 3570454 3570454 8612805 0 0 5220515 2314108 2314108 561588 561588 227291 42963 118562 65766 314397 183801 86882 43714 8800 4687 2637 1476 34490 18557 10096 5837 38496 16648 13782 8066 8000 8000 347560 347560 235 71 140 24 12276 3069 9207 45899 13765 17109 15025 47793 32406 11796 3591 53969 19749 27343 6877 1463 1259 22 182 1606 1330 276 40922 14732 22098 4092 9963 3934 3297 2732 EVENTS 44013 22155 15653 6205 NEWSLETTER 15515 5586 8377 1552 ANNUAL REPORT 14587 6565 6563 1459 DUES & SUBSCRIPTIONS 13260 5822 5927 1511 6263 1850 3804 609 4162494 3271576 712993 177925 756900 242563 183110 181726 24044 20365 381564 334213 58241 47351 59632143 78192860 21312711 9696873 81967149 88381738 171016 184967 6717437 6939160 6888453 7124127 X 58860862 63556311 6515982 7968976 9701852 9732324 75078696 81257611 81967149 88381738 X 4450311 1617543 111061 X X 0 1 X 1 0 X 7190336 7564058 6939272 22726928 3392290 47812884 7190336 7564058 6939272 22726928 3392290 47812884 21395579 26417305 1341034 960644 1316439 1242095 1650061 6510273 54323157 0.48630 0.79930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 141 538 1064609 20522023 510336 2552093 9763904 72311657 1 1 10936821 25916 552903 77616 11438024 10621709 335943 26005 46836 10936821 5339207 4363661 940844 22003 10621709 2106947 3076541 178964 23245 5339207 2347964 37362 -205736 72643 2106947 0.85090 0.14910 0 0 219020 217632 1388 162544 116581 45963 47351 PRESENT VALUE OF REMAINDER INTERESTS 1539735 CASH SURRENDER VALUE OF LIFE INSURANCE 129229 DUE FROM CFHC 46615 CONTRIBUTIONS RECEIVABLE 7981294 9696873 LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS 1315041 FUNDS HELD FOR OTHERS (FAS 136) 5624119 6939160 X 9807786 1617543 218555 1836098 7971688 641117 641117 8612805 3630025 11922 11922 3618103 544391 544391 4162494 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION HAS A TRUSTEE-APPROVED ENDOWMENT SPENDING POLICY THAT TARGETS EITHER NET INCOME OR 5% OF ITS ENDOWMENT FUND'S FAIR MARKET VALUE AS OF JUNE 30 OF THE PREVIOUS FISCAL YEAR FOR ALL FUNDS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. THE FOUNDATION FILES FEDERAL AND STATE INFORMATION RETURNS AND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY MAJOR TAX AUTHORITIES FOR YEARS PRIOR TO 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CSV 16,390. RELATED ORGANIZATION INCOME 10,768. CHANGE IN PV OF FUTURE INTEREST 191,397. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDS HELD FOR OTHERS 641,117. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES 11,922. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDS HELD FOR OTHERS 544,391. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 ENDOWMENT INVESTMENTS OFF SHORE 359865 0 0 0 0 0 0 359865 0 359865 1 0 0 1 0 0 1 ADVENTIST HEALTH CARE INC 1801 RESEARCH BLVD STE 400 ROCKVILLE MD 20850 521532556 501(C)(3) 28350 UNRESTRICTED ADVOCATES FOR HOMELESS FAMILIES INC 216 ABRECHT PLACE FREDERICK MD 21701 521591139 501(C)(3) 26152 PARTIAL SALARIES FOR 2 TRANSITIONAL HOUSING CARE MANAGERS, TRANSPORTATION & CHILDCARE, UNRESTRICTED ALL SAINTS EPISCOPAL CHURCH 108 WEST CHURCH STREET FREDERICK MD 21701 520610441 501(C)(3) 31287 UNRESTRICTED ANIMAL WELFARE LEAGUE OF FREDERICK COUNTY INC 1202 E PATRICK ST STE 13A FREDERICK MD 21701 522313863 501(C)(3) 13170 UNRESTRICTED AND SPAY/NEUTER CLINICS ARC OF FREDERICK COUNTY INC 620-A RESEARCH DRIVE FREDERICK MD 21703 526055211 501(C)(3) 69342 DAY SERVICES FUNDING AND UNRESTRICTED BRAINY CAMPS - CHILDREN'S NATIONAL MEDICAL CENTER 111 MICHIGAN AVE NW WASHINGTON DC 20010 271547370 501(C)(3) 5600 7 SCHOLARSHIPS FOR CAMP NEW FRIENDS BRUNSWICK PUBLIC LIBRARY 915 NORTH MAPLE AVE BRUNSWICK MD 21716 526067767 501(C)(3) 5000 UNRESTRICTED CALVARY UNITED METHODIST CHURCH 131 WEST SECOND STREET FREDERICK MD 21701 520685068 501(C)(3) 10427 CHURCH BUS AND UNRESTRICTED CARROLL MANOR FIRE COMPANY PO BOX 7 ADAMSTOWN MD 21710 521293774 501(C)(3) 5037 UNRESTRICTED CHURCH OF THE TRANSFIGURATION 6909 MARYLAND AVE PO BOX 87 BRADDOCK HEIGHTS MD 21714 521549171 501(C)(3) 204241 UNRESTRICTED CITIZENS CARE & REHABILITATION CENTER AND MONTEVUE ASSISTED LIVING 1900 ROSEMONT AVE FREDERICK MD 21702 526000943 501(C)(3) 13510 PRINTING AND EDITING OF "MONTEVUES HEROIC WORKS" BOOK, DESIGN AND INSTALLATION OF PLAQUES, DENTAL HEALTHCARE, TREATMENT OF RESIDENTS AND UNRESTRICTED CITY OF FREDERICK 101 NORTH COURT STREET FREDERICK MD 21701 526000789 501(C)(3) 41674 HOSPITAL PARK FENCE, PLAYGROUND AND LIGHTS DELAPLAINE VISUAL ARTS EDUCATION CENTER 40 SOUTH CARROLL STREET FREDERICK MD 21701 521481592 501(C)(3) 23771 ART CLASSES FOR THE ARC OF FREDERICK COUNTY, HEARTLY HOUSE CHILDREN, ARTSTART A HEADSTART PROGRAM & UNRESTRICTED DOWNTOWN FREDERICK PARTNERSHIP 19 E CHURCH ST FREDERICK MD 21701 521682341 501(C)(3) 18984 FLOWERS OVER FREDERICK EVANGELICAL LUTHERAN CHURCH 35 EAST CHURCH STREET FREDERICK MD 21701 520627772 501(C)(3) 23055 FINE ARTS SERIES AND UNRESTRICTED FREDERICK COMMUNITY COLLEGE FOUNDATION INC 7932 OPPOSSUMTOWN PIKE FREDERICK MD 21702 521231768 501(C)(3) 16627 SCHOLARSHIPS FREDERICK COUNTY CHAMBER OF COMMERCE 8420 GAS HOUSE PIKE STE B FREDERICK MD 21701 520318880 501(C)(6) 41938 FREDERICK COUNTY BUSINESS ROUNDTABLE FOR EDUCATION & SUMMER INTERNSHIP FREDERICK COUNTY DEPT OF SOCIAL SERVICES - FOSTER CAREINDEPENDENT LIVING 100 EAST ALL SAINTS STREET FREDERICK MD 21701 526002033 501(C)(3) 5000 FOSTER CARE AND ADOPTION DIVISION FREDERICK COUNTY HEALTH CARE COALITION 350 MONTEVUE LANE FREDERICK MD 21702 270492113 501(C)(3) 26638 HEALTH CARE COORDINATION FREDERICK COUNTY LANDMARKS 1110 ROSEMONT AVENUE FREDERICK MD 21701 237241926 501(C)(3) 6887 HISTORIC PRESERVATION FREDERICK COUNTY PUBLIC LIBRARIES 110 E PATRICK ST FREDERICK MD 21701 522173683 501(C)(3) 13303 FAMILY READING GE# 218 FREDERICK COUNTY PUBLIC SCHOOLS 191 SOUTH EAST STREET FREDERICK MD 21701 526000941 501(C)(3) 17711 JOHNS HOPKINS UNIV ENGINEERING AND INNOVATIONS PROGRAM, AGRICULTURE RELATED EDUCATIONAL ACTIVITIES AND INSTRUCTION, THEATER PRODUCTION, AFTER-SCHOOL RUNNING PROGRAM FOR GIRLS, SCHOOL ASSEMBLIES, LANGUAGE ARTS AND MATH SUMMER PROGRAM, AND DESTINATION IMAGINATION FREDERICK MEMORIAL HEALTHCARE SYSTEM 400 WEST SEVENTH STREET FREDERICK MD 21701 520591612 501(C)(3) 45516 UNRESTRICTED FREDERICK UNION RESCUE MISSION INC 419 WEST SOUTH STREET FREDERICK MD 21705 520813371 501(C)(3) 40798 RECOVERY PROGRAM: DRUG TESTING KITS, CHANGED LIFE RECOVERY PROGRAM PARTIAL CASE MANAGER SALARY, ICE MAKER AND BIN, WOMEN'S OUTREACH PROGRAM, VETERANS ASSISTANCE AND UNRESTRICTED FRIENDS FOR NEIGHBORHOOD PROGRESS 100 S MARKET ST FREDERICK MD 21701 521036628 501(C)(3) 9381 PRIMARY HEALTH CARE CLINIC OPERATING EXPENSES FRIENDS OF BAKER PARK PO BOX 4146 FREDERICK MD 21705 521759639 501(C)(3) 11603 CULLER LAKE WATER MITIGATION PLAN FRIENDS OF CARROLL CREEK URBAN PARK INC 1509 HOMESTEAD AVE FREDERICK MD 21702 461297552 501(C)(3) 24999 MATERIALS AND FABRICATION OF PLANT STANDS FOR CARROLL CREEK PROJECTS GALE RECOVERY INC 608 EAST PATRICK STREET FREDERICK MD 21701 521061150 501(C)(3) 10379 COUNSELING/CASE MANAGEMENT SERVICES GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL 4301 CONNECTICUT AVENUE NW STE M-2 WASHINGTON DC 20008 540732966 501(C)(3) 8827 GRANTS FOR GIRLS FUND IN FREDERICK COUNTY MD AND UNRESTRICTED GLADE UNITED CHURCH OF CHRIST 21 FULTON AVENUE PO BOX 236 WALKERSVILLE MD 21793 520679615 501(C)(3) 7370 UNRESTRICTED GLADE VALLEY COMMUNITY SERVICES INC 9224 DEVILBISS BRIDGE ROAD WALKERSVILLE MD 21793 201946411 501(C)(3) 5554 HOLIDAY TREE SHOP AND UNRESTRICTED GOODWILL INDUSTRIES OF THE MONOCACY VALLEY INC 400 E CHURCH ST FREDERICK MD 21701 237047548 501(C)(3) 8008 PROGRAMS THAT TRAIN AND EDUCATE PERSONS WITH DISABILITIES GRACE EPISCOPAL CHURCH 14 EAST A ST BRUNSWICK MD 21716 521351411 501(C)(3) 320856 UNRESTRICTED GRACE UNITED CHURCH OF CHRIST 25 E 2ND STREET FREDERICK MD 21701 520607994 501(C)(3) 7655 UNRESTRICTED HEARTLY HOUSE INC PO BOX 857 FREDERICK MD 21705 521186250 501(C)(3) 32716 DANGER ASSESSMENT TOOL FOR DOMESTIC VIOLENCE, THERAPEUTIC PLAY SUPPLIES, BUILDING RELATED EXPENSES TO COVER SECURITY, BOILER REPLACEMENT AND PEST CONTROL, COUNSELING SERVICES, SCHOLARSHIPS TO PERSONS SERVED BY HEARTLY HOUSE, FINANCIAL SUPPORT FOR CHILDREN'S SERVICES, CHILD ABUSE PREVENTION PROGRAMS, AND UNRESTRICTED HISTORICAL SOCIETY OF FREDERICK COUNTY INC 24 EAST CHURCH STREET FREDERICK MD 21701 526050333 501(C)(3) 26403 PERFORMANCE FEE - CHILDREN'S MUSIC EVENT, ART CONTEST AWARDS, THE ACQUISITION OF HISTORICAL MATERIALS, TRAINING AND ACTIVITIES THAT PROMOTE HISTORIC RESEARCH, MAINTENANCE AND RESTORATION OF THE ROGER BROOKE TANEY HOUSE, "THE P. NEWMAN LECTURE SERIES," ACQUISITION OF AN ITEM FOR MUSEUM COLLECTIONS AND PREVENTATIVE CONSERVATION ON EXISTING COLLECTIONS AND UNRESTRICTED HOMEWOOD AT CRUMLAND FARMS 7407 WILLOW ROAD FREDERICK MD 21702 521931794 501(C)(3) 30279 SERVICES TO PERSONS WITH ALZHEIMER'S DISEASE AND RELATED DISORDERS HOOD COLLEGE 401 ROSEMONT AVENUE FREDERICK MD 21701 520591608 501(C)(3) 21857 UNRESTRICTED HOPE ALIVE INC PO BOX 140 SABILLASVILLE MD 21780 680515611 501(C)(3) 28247 FAMILY SHELTER AND TRANSITIONAL FAMILY SHELTER PROGRAMS, AND UNRESTRICTED HOSPICE OF FREDERICK COUNTY INC PO BOX 1799 FREDERICK MD 21705 521164513 501(C)(3) 21782 CAMP JAMIE RENTAL FEE AND UNRESTRICTED HOUSING AUTHORITY OF THE CITY OF FREDERICK 209 MADISON ST FREDERICK MD 21701 526001395 501(C)(3) 19999 STAFFING FOR YOUNG MEN'S LEADERSHIP PROGRAM, PROJECT ALIVE EDUCATION PROGRAM, WOMEN AND RISE EMPLOYEMENT PROGRAM AND UNRESTRICTED INTERFAITH HOUSING ALLIANCE INC 731 NORTH MARKET STREET FREDERICK MD 21701 521708782 501(C)(3) 5250 UNRESTRICTED LEGAL AID BUREAU INC 500 E LEXINGTON ST BALTIMORE MD 21202 520591621 501(C)(3) 11700 PARALEGAL FOR PRO SE CLINICS AND UNRESTRICTED MAKE-A-WISH FOUNDATION OF THE MID-ATLANTIC INC 13424 PENNYSLVANIA AVENUE STE 204 HAGERSTOWN MD 21742 521306075 501(C)(3) 15517 UNRESTRICTED MARYLAND 4-H FOUNDATION INC 8020 GREENMEAD DRIVE COLLEGE PARK MD 20740 526056016 501(C)(3) 28350 4-H CLUB OF MONTGOMERY COUNTY MARYLAND FFA FOUNDATION INC PO BOX 3241 SILVER SPRING MD 20918 521354382 501(C)(3) 29199 UNRESTRICTED MARYLAND SHERIFF'S YOUTH RANCH INC PO BOX 42 BUCKEYSTOWN MD 21717 521055741 501(C)(3) 5770 UNRESTRICTED MENTAL HEALTH ASSOCIATION OF FREDERICK COUNTY INC 226 SOUTH JEFFERSON ST FREDERICK MD 21701 520968521 501(C)(3) 30359 COURT APPOINTED SPECIAL ADVOCATES, HEALTHY FAMILIES PROGRAM, PARENT COACH STAFFING FOR SUPERVISED VISITATION PROGRAM, 211 HOTLINE STAFFING AND UNRESTRICTED MENTAL HEALTH MANAGEMENT AGENCY 22 SOUTH MARKET ST SUITE 8 MIDLAND PARK MD 21701 521959111 501(C)(3) 8648 INTENSIVE INDIVIDUAL REPROGRAMMING MERLIN'S KIDS INC PO BOX 21 MIDLAND PARK NJ 07432 263493804 501(C)(3) 7500 PROVIDE SERVICE DOGS TO CHILDREN IN NEED MISSION OF MERCY 22 S MARKET STREET SUITE 6D FREDERICK MD 21701 860704883 501(C)(3) 22518 PRESCRIPTION ASSISTANCE, 185 DENTAL VISITS, PRENATAL CARE, MEDICAL CARE FOR CHRONICALLY ILL WOMEN, AND UNRESTRICTED MONTGOMERY COUNTY PUBLIC SCHOOL 8501 HUNGERFORD DRIVE 149 ROCKVILLE MD 20850 521804509 501(C)(3) 56699 PROVIDE COLLEGE SCHOLARSHIPS FOR NEEDY STUDENTS WITH TALENT AT POOLESVILLE HS MONTGOMERY UNITED METHODIST CHURCH 28325 KEMPTOWN ROAD DAMASCUS MD 20872 237420311 501(C)(3) 36700 UNRESTRICTED NATIONAL LUTHERAN HOME FOR THE AGED 9701 VIERS DRIVE ROCKVILLE MD 20850 530196624 501(C)(3) 14305 UNRESTRICTED NEUROFIBROMATOSIS MID-ATLANTIC INC 3600 CLIPPER MILL ROAD SUITE 240 BALTIMORE MD 21211 222580179 501(C)(3) 8500 10 SCHOLARSHIPS FOR CHILDREN AND UNRESTRICTED NEW ORLEANS PROVINCE OF SOCIETY OF JESUS 710 BARONNE STREET SUITE B NEW ORLEANS LA 70113 720478566 501(C)(3) 5000 UNRESTRICTED PARKWAY ELEMENTARY SCHOOL 300 CARROLL PARKWAY FREDERICK MD 21701 526000941 501(C)(3) 5750 AFTER SCHOOL MENTORING PROGRAM PARTNERS IN CARE INC 6 S RITCHIE HIGHWAY PASADENA MD 21122 521911806 501(C)(3) 7462 TRANSPORTAION PROGRAM QUINN CHAPEL AME CHURCH 106 EAST 3RD ST FREDERICK MD 21701 521434622 501(C)(3) 17247 BASIC HUMAN NEED FOR HOMELESS RELIGIOUS COALITION FOR EMERGENCY HUMAN NEEDS 27 DEGRANGE STREET FREDERICK MD 21701 521449375 501(C)(3) 43432 SECURITY DEPOSITS, DIRECT DENTAL CARE, COLD WEATHER SHELTER, UTILITY INTERRUPTION PREVENTION PROGRAM, HOMELESSNESS PREVENTION PROGRAM, AND UNRESTRICTED SECOND CHANCES GARAGE INC 528 N MARKET ST FREDERICK MD 21701 271336325 501(C)(3) 14658 SERVICE BAY AUTOMOTIVE LIFT, LOW-COST VEHICLE PROGRAM, AND REDUCED COST REPAIR PROGRAM SEMPER FI FUND 825 COLLEGE BLVD STE 102 PMB 609 OCEANSIDE CA 92057 260086305 501(C)(3) 10000 UNRESTRICTED SETON CENTER INC 16840 S SETON AVE EMMITSBURG MD 21727 521182284 501(C)(3) 10000 DENTAL AND MEDICAL EXPENSES FOR NEEDY SPECIAL OPERATIONS FUND 901 N STUART ST STE 200 ARLINGTON VA 22203 521765222 501(C)(3) 5000 UNRESTRICTED ST JOSEPH'S CATHOLIC CHURCH PO BOX 376 EMMITSBURG MD 21727 521126701 501(C)(3) 5000 FAMILY ASSISTANCE ST JOSEPH'S MINISTRIES INC 331 SOUTH SETON AVE EMMITSBURG MD 21727 521835288 501(C)(3) 35000 NURSING HOME PLAQUES UNITED WAY OF FREDERICK COUNTY INC PO BOX 307 FREDERICK MD 21705 520607973 501(C)(3) 5812 UNRESTRICTED UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC 2119 MAIN ADMINISTRATION BLDG COLLEGE PARK MD 20742 522197313 501(C)(3) 28350 COLLEGE OF AGRICULTURE WALKERSVILLE UNITED METHODIST CHURCH 22 MAIN STREET WALKERSVILLE MD 21793 526043801 501(C)(3) 7346 UNRESTRICTED WAY STATION PO BOX 3826 FREDERICK MD 21705 521162749 501(C)(3) 45000 TO PROVIDE NURSING AND PHYSICIAN HOURS IN A NEW, PILOT MEDICAL HOME PROGRAM FOR FREDERICK COUNTY RESIDENTS WITH SEVERE, DIAGNOSED MENTAL ILLNESS AND CO-OCCURRING CONDITIONS. WOUNDED WARRIOR PROJECT INC 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 202370934 501(C)(3) 11000 UNRESTRICTED YMCA OF DELAWARE - CAMP TOCKWOGH 24370 STILL POND NECK RD WORTON MD 21678 510065748 501(C)(3) 28500 CAMP TOAKWOGH CABIN PROJECT AND CIT SCHOLARSHIP YOUNG MEN'S CHRISTIAN ASSOCIATION INC 1000 N MARKET ST FREDERICK MD 21701 520607953 501(C)(3) 52762 HEAD START SUMMER PROGRAM, START-UP COSTS AND DIRECT PROGRAM COSTS OF HEADSTART PROGRAM YELLOW RIBBON FUND 4905 DEL RAY AVENUE BETHESDA MD 20814 364567583 501(C)(3) 20000 UNRESTRICTED 73 1 SCHOLARSHIPS 281 561588 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THROUGH THE GRANT APPLICATION PROCESS, NONPROFIT ORGANIZATIONS MUST DESCRIBE THE PROGRAM FOR WHICH THEY ARE REQUESTING SUPPORT AND MUST DEMONSTRATE HOW THE GRANT WILL NOT ONLY HELP ACHIEVE THEIR GOALS, BUT HOW THE GRANT WILL POSITIVELY IMPACT THE COMMUNITY. MIDTERM AND/OR FINAL GRANT REPORTS FROM EACH ORGANIZATION ENSURE ACCOUNTABILITY. SUSAN SUMMERS NIECE OF TRUSTEE/TREASURER DALE SUMMERS 7000 SCHOLARSHIP EDUCATION COLE AHALT SON OF SCHOLARSHIP COMMITTEE MEMBER KAREN MILLER 1000 SCHOLARSHIP EDUCATION WILLIAM LANE SON OF SCHOLARSHIP COMMITTEE MEMBER ALBERT LANE 5064 SCHOLARSHIP EDUCATION SCHEDULE L, PART III, GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS: SCHOLARSHIP APPLICANTS ARE RANKED BASED ON VARIOUS CRITERIA BY SCHOLARSHIP SOFTWARE; HIGHEST RANKING APPLICANTS ARE THEN CHOSEN FOR REVIEW BY THE VARIOUS SELECTION COMMITTEES SET UP FOR DIFFERENT SCHOLARSHIPS. EACH SELECTION COMMITTEE REVIEWS THE HIGHEST RANKING APPLICANTS AND CHOOSES THE TOP APPLICANTS; DUE DILIGENCE IS THEN PERFORMED BY THE STAFF OF THE FOUNDATION TO ENSURE THAT EACH OF THE TOP APPLICANTS SELECTED MEETS THE SCHOLARSHIP CRITERIA. RECOMMENDATIONS ARE THEN FORWARDED TO THE SCHOLARSHIP COMMITTEE, A COMMITTEE MADE UP OF BOARD MEMBERS AND VOLUNTEERS, AND IF ANYONE ON THE SCHOLARSHIP COMMITTEE HAS A CONFLICT THEY MUST ABSTAIN FROM THE VOTE. THE SCHOLARSHIP COMMITTEE RECOMMENDATIONS ARE THEN FORWARDED TO THE BOARD, WHERE AGAIN ANYONE WITH A CONFLICT ABSTAINS FROM THE VOTE OR ANY DISCUSSION AROUND THE APPROVAL OF THE APPLICANTS. MR. SUMMERS DID NOT PARTICIPATE IN THE SCHOLARSHIP SELECTION COMMITTEE PROCESS AND ABSTAINED FROM ANY BOARD OR COMMITTEE VOTES PERTAINING TO THE SCHOLARSHIPS.MS. MILLER DID NOT PARTICIPATE ON THE SCHOLARSHIP SELECTION COMMITTEE THAT AWARDED THE SCHOLARSHIP. MR. LANE DID NOT PARTICIPATE ON THE SCHOLARSHIP SELECTION COMMITTEE THAT AWARDED THE SCHOLARSHIP. X 7 9168300 HIGH-LOW AVERAGE X NOTE RECEIVABLE FOR DEVELOPMENT RIGHTS 1 6628200 BALANCE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: PUBLICLY TRADED SECURITIES ARE SOLD BY INVESTMENT MANAGERS. NON REPORTING OF REVENUE: PART I, LINE 33: AS BENEFICIARY OF AN ESTATE THE ORGANIZATION RECEIVED IN THE CURRENT FISCAL YEAR $8,880,776 IN PUBLICLY TRADED STOCKS AS WELL AS A NOTE RECEIVABLE FOR DEVELOPMENT RIGHTS IN THE AMOUNT OF $6,628,200. THESE CONTRIBUTIONS WERE ACCRUED FOR IN THE PRIOR FISCAL YEAR, AND SO ARE NOT REFLECTED IN THE CURRENT YEAR STATEMENT OF REVENUE. FORM 990, PART VI, SECTION A, LINE 2 CATHARINE FAIRLEY AND CORNELIUS R. FAY, III - BUSINESS RELATIONSHIP DALE T. SUMMERS AND JANET MCCURDY - BUSINESS RELATIONSHIP CORNELIUS R. FAY, III AND TED LUCK - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE, TREASURER, AND EXECUTIVE COMMITTEE REVIEW THE FORM 990, AND THEN FORWARD IT TO THE BOARD OF TRUSTEES FOR ITS REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES, AND KEY EMPLOYEES MUST COMPLETE A QUESTIONNAIRE OUTLINING THEIR INTERESTS AND RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THE GOVERNANCE COMMITTEE AND STAFF REVIEW THE INFORMATION CONTAINED THEREIN AND ARE WATCHFUL AT BOARD MEETINGS FOR VOTES THAT MAY CONSTITUTE A CONFLICT MAKING SURE THAT THE INTERESTED PARTY ABSTAINS FROM VOTING. THE ABSTENTION IS NOTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE SETS A SALARY RANGE FOR EACH POSITION. THE RANGE IS BASED ON INFORMATION OBTAINED BY COMMITTEE MEMBERS FROM THE COUNCIL ON FOUNDATIONS SALARY SURVEY, LOCAL AND REGIONAL SURVEYS, AND DISCUSSIONS OF COMMITTEE MEMBERS WHO ARE BUSINESS MEMBERS AND HUMAN RESOURCE PERSONNEL FROM OTHER BUSINESSES. FORM 990, PART VI, SECTION C, LINE 19 COPIES ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS UPON REQUEST. ALL DONORS FOUNDING FUNDS RECEIVE A COPY OF THE ARTICLES OF INCORPORATION AND BYLAWS AT THE TIME THE FUND AGREEMENT IS SIGNED. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN PRESENT VALUE OF REMAINDER INTERESTS 191,397. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 16,390. FUNDS HELD FOR OTHERS -96,726. PART XII, LINE 2C THE PROCESS REGARDING THE PREPARATION OF THE AUDITED FINANCIAL STATEMENTS IS UNCHANGED FROM THE PRIOR YEAR. THE COMMUNITY FOUNDATION HOLDING COMPANY INC 312 EAST CHURCH STREET FREDERICK MD 21701 522028247 PROVIDE FINANCIAL SUPPORT TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MD MD 501(C)(3) LINE 11A, I 0 THE AUSHERMAN FAMILY TRUST 7420 HAYWARD ROAD FREDERICK MD 21702 527165889 PROVIDE SUPPORT TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MD MD 501(C)(3) LINE 11A, I 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0