2014-11-11T09:20:11-06:00 2014-06-30 205991824 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2013-07-01 043707013 BLUE WATERS FOUNDATION CO STEVE BUCK BLUE 4104378781 1908 BLUE WATERS FARM LANE PASADENA MD 21122 STEVEN BUCK TRUSTEE 4104378781 2014-11-06 1 LORI S BURGHAUSER P00370694 4104031500 2014-11-06 2013 2015-11-30 17:44:51Z NA STEVEN BUCK 1908 BLUE WATERS FARM LANE PASADENA MD 21122 1253791 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 17223 0 0 0 0 0 40970 85889 -17823 -13484 23147 72405 169000 175000 0 0 0 0 0 0 0 65407 60167 234407 235167 -211260 -162762 4128477 3965715 0 0 4128477 3965715 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 175000 175000 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. 175000 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 1 1 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 TRUSTEE 1.00 0.00 X X 0 0 0 NANCY FOHRELL TRUSTEE 1.00 0.00 X 0 0 0 MEAGAN HEFFERNAN TRUSTEE 1.00 0.00 X 0 0 0 DENNIS KLINE TRUSTEE 1.00 0.00 X 0 0 0 DARYL SIDLE TRUSTEE 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 63671 63671 1203604 1181386 22218 22218 22218 OTHER PASSTHROUGH INVESTMENT INCO 900099 -312 -312 OTHER PASSTHROUGH INVESTMENT INCO 900099 -13172 17223 -30395 -13484 72405 0 17223 55182 X 175000 175000 6773 6773 53310 53310 MISCELLANEOUS 84 84 235167 175000 60167 0 3578 3460 71267 104877 271542 301590 3782090 3555788 4128477 3965715 0 0 X 0 0 0 0 4128477 3965715 4128477 3965715 4128477 3965715 -162762 0 X 0 0 0 X X 0 0 0 YWCA OF ANNE ARUNDEL 520591702 7 0 1 1 100000 1 100000 0 SILVER CREEK LOW VOLATILITY 457121 C GREENLIGHT MASTERS OFFSHORE 500000 C AMA PRIVATE REAL ESTATE FUND I LP 114041 C ABBEY CAPITAL ACL ALTERNATIVE FUND LTD 171991 C VALUED ADVISERS TR A OK STG INSTL 221878 C ARTISAN FDS INC INTL VALUE INV 27183 C AIP GLOBAL MACRO FUND CAYMAN LP 200000 C OSTERWEIS STRATEGIC INC FD 357154 C RIDGEWORTH FDS SEIX FLRT HI 140217 C DFA INVT DIMENSION GRP US CORE 171510 C SARATOGA RIM MGD ACCOUNT 630953 C HARRIS ASSOC INVT TR OAKMARK INTL 250000 C WISDOMTREE TRUST JAPN HEDGE 110927 C UNIFIED SER TR IRON STRAT INC 211563 C TORMALET MATAWIN OFFSHORE FUND LP -8750 C 3555788 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 1390247 0 0 0 0 0 0 1390247 0 1390247 0 0 1 0 1 0 1 THE UNITED WAY OF CENTRAL MARYLAND INC 100 SOUTH CHARLES STREET BALTIMORE MD 21203 520591543 501(C)(3) 35000 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) 100000 GENERAL SUPPORT MARYLAND THERAPEUTIC RIDING INC 1141 SUNRISE BEACH ROAD CROWNSVILLE MD 21032 522035698 501(C)(3) 40000 GENERAL SUPPORT 3 0 PART I, LINE 2: THE PURPOSE OF THE BLUE WATERS FOUNDATION IS TO SUPPORT AND FURTHER THE EXEMPT PURPOSE OF OTHER SPECIFIED PUBLIC CHARITIES SPECIFICALLY THE YWCA OF ANNAPOLIS & ANNE ARUNDEL COUNTY. THE FOUNDATION MONITORS THE USE OF THESE FUNDS THROUGH ITS INVOLVEMENT ON THE BOARD OF THE YWCA OF ANNAPOLIS & ANNE ARUNDEL COUNTY. 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 IS 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. FORM 990, PART IX, LINE 11G INVESTMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 53,310. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,310. 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.