2012-04-05T13:15:53-05:00 2011-06-30 GRANDIZIO WILKINS LITTLE & MATTHEWS 1122 KENILWORTH DRIVE SUITE 413 TOWSON MD 21204 990 2010-07-01 232854773 PENN-MAR FOUNDATION PENN 4103431069 310 OLD FREELAND ROAD FREELAND MD 21053 KEITH R PETERSON 4103431069 2012-03-23 1 HENRY A GRANDIZIO 4104940885 2010 2016-02-24 21:20:13Z KEITH R PETERSON 310 OLD FREELAND ROAD FREELAND MD 21053 589646 0 X WWW.PENN-MAR.ORG X 1996 PA TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS. 9 9 0 0 0 0 61658 312804 0 0 56141 65805 0 0 117799 378609 0 0 0 0 0 0 0 0 0 9003 11206 9003 11206 108796 367403 935230 1384085 25250 0 909980 1384085 NONE 0 0 39357 THE FOUNDATION RECEIVED CONTRIBUTIONS IN THE CURRENT YEAR THAT WILL BE USED FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA) 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD PA X X THE ORGANIZATION 4103431069 310 OLD FREELAND ROAD FREELAND MD 21053 X TIMOTHY W CHASE 1.00 X X 0 0 0 D REED ANDERSON 1.00 X 0 0 0 MAX BLUMENTHAL 1.00 X 0 0 0 ANTHONY GALLO 1.00 X 0 0 0 JILL GOLUEKE 1.00 X 0 0 0 JAMES P OFFUTT 1.00 X 0 0 0 ALFRED R MICHENZI 1.00 X 0 0 0 MORTON F ZIFFERER JR 1.00 X 0 0 0 GARY M GILBERT II 1.00 X 0 0 0 0 0 0 0 0 0 0 0 312804 312804 26448 26448 250394 211037 39357 39357 39357 378609 39357 0 26448 3075 3075 8088 8088 BANK FEES 43 43 11206 0 11206 0 10713 20082 49606 126995 150000 874911 1087008 935230 1384085 25250 25250 0 X 909980 1384085 909980 1384085 935230 1384085 X 367403 106702 X X 0 1 0 X 0 X X 0 0 0 PENN-MAR ORGANIZATION INC (OF MARYLAND) 521207942 11A 1 1 1 0 PENN-MAR ORGANIZATION INC (OF PENNSYLVANIA) 521590195 11A 1 1 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26100 4500 30600 22600 3500 26100 23600 5000 -6000 22600 0 0 0 MUTUAL FUNDS 1087008 F 1087008 378609 11206 367403 106702 106702 474105 485311 106702 106702 378609 0 378609 11206 0 11206 0 11206 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION MAINTAINS AN ENDOWED FUND UNDER THE NAME OF THE MICHAEL F. SHRIVER ENDOWMENT FUND. THE INTENDED USE OF THE FUNDS IS TO SUPPORT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND HUMAN SERVICE NEEDS. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR PRESENTS THE FORM 990 TO THE CHAIRMAN OF THE BOARD FOR AN INITIAL REVIEW. THE CHAIRMAN OF THE BOARD THEN PRESENTS THE FORM 990 TO THE FULL BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS ARE REQUIRED TO SIGN A FULL DISCLOSURE FORM CONCERNING INTERESTS OF CONFLICT. THIS FORM IS REVIEWED AND FILED UNLESS AN ISSUE OF CONFLICT OR POTENTIAL CONFLICT IS DISCLOSED. IN CASE OF A DISCLOSED CONFLICT, THE ISSUE WILL BE PRESENTED TO THE CEO AND TAKEN TO THE FULL BOARD FOR CONSIDERATION. INDEPENDENT COUNCIL WILL BE CONSULTED IF DEEMED PRUDENT BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 PENN-MAR PROVIDES DOCUMENTATION UPON REQUEST TO ANY INDIVIDUAL OR ORGANIZATION REQUESTING SUCH. ADDITIONALLY, THE ANNUAL REPORT IS DISTRIBUTED LIBERALLY, AND SPECIFICALLY TO ALL DONORS CONTRIBUTING MORE THAN $100 ANNUALLY. INTERESTED PARTIES ARE ALSO INFORMED, AT THE BOTTOM OF THE PENN-MAR HUMAN SERVICES LETTER HEAD, THAT DOCUMENTATION AND FINANCIAL INFORMATION IS AVAILABLE FROM THE STATE OF MARYLAND UNDER THE MARYLAND CHARITABLE SOLICITATION ACT, ALSO UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 106,702. FINANCIAL STATEMENTS AND REPORTING FORM 990, PART XI, LINE 2C THE COMMITTEE'S PROCESS FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. PENN-MAR ORGANIZATION INC (PA) 310 OLD FREELAND ROAD FREELAND MD 21053 521590195 TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES PA 501(C)(3) RELATED THROUGH COMMON BOARD OF DIRECTOR'S 0 SOUTHERN COMMUNITY SERVICES COALITION INC 310 OLD FREELAND ROAD FREELAND MD 21053 232680854 PA 501(C)(3) RELATED THROUGH COMMON BOARD OF DIRECTOR'S 0 PENN-MAR DEVELOPMENT CORPORATION 310 OLD FREELAND ROAD FREELAND MD 21053 311657868 TO RECEIVE AND ADMINSTER FUNDS TO ASSIST PENN-MAR ORG. IN ITS EXEMPT PURPOSE MD 501(C)(3) RELATED THROUGH COMMON BOARD OF DIRECTOR'S 0 PENN-MAR ORGANIZATION INC (MD) 310 OLD FREELAND ROAD FREELAND MD 21053 521207942 TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES MD 501(C)(3) RELATED THROUGH COMMON BOARD OF DIRECTOR'S 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0