MID-SHORE COMMUNITY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MID-SHORE COMMUNITY FOUNDATION INC (EIN 52-1782373)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-11
- IRS object ID
- 202621319349303467
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T12:42:02-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260794367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MID-ATLANTIC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 955 MT HERMON ROAD | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521782373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MID SHORE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDS | BusinessNameControlTxt |
| Phone | 4108208175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E DOVER STREET | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BUCK DUNCAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4108208175 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS A HALL | PreparerPersonNm |
| PTIN | P00503576 | PTIN |
| Phone | 4107421328 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BUCK DUNCAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E DOVER STREET | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $89,828,443 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROVIDES GRANTS TO MID-SHORE RECIPIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,740,136 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,915,685 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,350,080 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,604,428 | CYInvestmentIncomeAmt |
| PY Other Revenue | $32,831 | PYOtherRevenueAmt |
| CY Other Revenue | $11,560 | CYOtherRevenueAmt |
| PY Total Revenue | $18,123,047 | PYTotalRevenueAmt |
| CY Total Revenue | $37,531,673 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,456,451 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,748,403 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $744,845 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $853,815 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $232,100 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,155,779 | PYOtherExpensesAmt |
| CY Other Expenses | $2,636,618 | CYOtherExpensesAmt |
| PY Total Expenses | $10,357,075 | PYTotalExpensesAmt |
| CY Total Expenses | $14,238,836 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,765,972 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,292,837 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $137,299,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $175,151,071 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,500,879 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,614,951 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $124,798,181 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $157,536,120 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION CONNECTS PRIVATE RESOURCES WITH PUBLIC NEEDS TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF CAROLINE, DORCHESTER, KENT, QUEEN ANNE'S AND TALBOT COUNTIES, MARYLAND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,213,087 | ExpenseAmt |
| Grant | $3,213,087 | GrantAmt |
| Desc | EDUCATION - COLLEGE SCHOLARSHIPS FOR NEEDY AND DESERVING STUDENTS. ALSO SUPPORT FOR MID-SHORE INDEPENDENT SCHOOLS AND PUBLIC LIBRARIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,493,267 | ExpenseAmt |
| Grant | $1,493,267 | GrantAmt |
| Desc | HUMAN SERVICES - SUPPORT OF LOCAL HUMAN SERVICES PROGRAMMING | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,194,542 | ExpenseAmt |
| Grant | $4,194,542 | GrantAmt |
| Desc | HEALTH & DISABILITY - SUPPORT OF LOCAL HEALTH AND DISABILITY PROGRAMMING | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,598,254 | ExpenseAmt |
| Grant | $1,847,507 | GrantAmt |
| Desc | ANIMALS, ARTS & CULTURE, ENVIRONMENT, HISTORIC PRESERVATION, AND YOUTH DEVELOPMENT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,598,254 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,847,507 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $12,499,150 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 206 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY WINDSOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4108208175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E DOVER STREET | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MOORHEAD VERMILYE | ||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALICE RYAN | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARRIE MANUEL | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID NAGEL | ||||||
| ASST. TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW MEEHAN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOE ANTHONY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOANN ASPARAGUS-MURRAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER BACHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN CASHEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL CHRISTOPHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE COLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONNIE EDELMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE FOX | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA FRIDAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON GABRIELIAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER GUERIERI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIRK HELFENBEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE HOLT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH ANN JONES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN A LEWIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA LOUKIDES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARRIETTE LOWERY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRYAN MATTHEWS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG MEEKINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY MUGELE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNY RHODES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOLBERT ROWE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| OTIS SAMPSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT SUMMERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY TYLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BUCK DUNCAN | ||||||
| PRESIDENT | 40.00 | Yes (X) | $215,766 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $215,766 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASON INVESTMENT ADVISORY SERVICES INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11921 FREEDOM DRIVE SUITE 1000 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT SERVICES | ServicesDesc |
| Compensation | $153,967 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $29,915,685 | AllOtherContributionsAmt |
| Noncash Contributions | $25,164,959 | NoncashContributionsAmt |
| Total Contributions | $29,915,685 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,309,441 | TotalRevenueColumnAmt |
| Exclusion | $4,309,441 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $63,336 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$45,936 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$45,936 | TotalRevenueColumnAmt |
| Exclusion | -$45,936 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,528,421 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,233,434 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,294,987 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,294,987 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,294,987 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE SERVICES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $57,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $57,496 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,496 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,531,673 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,352,483 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,263,505 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,951,929 | TotalAmt |
| Program Services | $8,951,929 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,795,574 | TotalAmt |
| Program Services | $1,795,574 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900 | TotalAmt |
| Program Services | $900 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,291 | TotalAmt |
| Program Services | $3,500 | ProgramServicesAmt |
| Management And General | $514,343 | ManagementAndGeneralAmt |
| Fundraising | $171,448 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,419 | TotalAmt |
| Management And General | $31,814 | ManagementAndGeneralAmt |
| Fundraising | $10,605 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,962 | TotalAmt |
| Management And General | $56,222 | ManagementAndGeneralAmt |
| Fundraising | $18,740 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,143 | TotalAmt |
| Program Services | $64 | ProgramServicesAmt |
| Management And General | $35,309 | ManagementAndGeneralAmt |
| Fundraising | $11,770 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,195 | TotalAmt |
| Management And General | $29,195 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,825 | TotalAmt |
| Management And General | $410,825 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,176 | TotalAmt |
| Management And General | $168,176 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,390 | TotalAmt |
| Management And General | $4,695 | ManagementAndGeneralAmt |
| Fundraising | $4,695 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,221 | TotalAmt |
| Management And General | $21,799 | ManagementAndGeneralAmt |
| Fundraising | $2,422 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,064 | TotalAmt |
| Management And General | $80,064 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,337 | TotalAmt |
| Management And General | $63,337 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,601 | TotalAmt |
| Management And General | $801 | ManagementAndGeneralAmt |
| Fundraising | $800 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,475 | TotalAmt |
| Management And General | $39,030 | ManagementAndGeneralAmt |
| Fundraising | $4,445 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499 | TotalAmt |
| Management And General | $499 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,631 | TotalAmt |
| Management And General | $13,631 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUND EXPENSES | $1,739,540 | $1,739,540 | ||
| MEMBERSHIP, SUBSCRIPTIO | $28,702 | $21,527 | $7,175 | |
| OTHER EXPENSES | $19,044 | $7,643 | $11,401 | |
| EQUIPMENT RENTAL | $4,918 | $4,918 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,238,836 | TotalAmt |
| Program Services | $12,499,150 | ProgramServicesAmt |
| Management And General | $1,507,586 | ManagementAndGeneralAmt |
| Fundraising | $232,100 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,128 | BOYAmt |
| EOY | $12,188 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,265,874 | BOYAmt |
| EOY | $2,100,159 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,186 | BOYAmt |
| EOY | $4,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,242,116 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $710,040 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,569,283 | BOYAmt |
| EOY | $1,532,076 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,193,052 | BOYAmt |
| EOY | $170,414,371 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,537 | BOYAmt |
| EOY | $1,087,927 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,299,060 | BOYAmt |
| EOY | $175,151,071 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,326 | BOYAmt |
| EOY | $210,518 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,369,687 | BOYAmt |
| EOY | $6,205,904 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,804,866 | BOYAmt |
| EOY | $11,198,529 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,500,879 | BOYAmt |
| EOY | $17,614,951 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,577,802 | BOYAmt |
| EOY | $22,404,236 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,220,379 | BOYAmt |
| EOY | $135,131,884 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,798,181 | BOYAmt |
| EOY | $157,536,120 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,299,060 | BOYAmt |
| EOY | $175,151,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,292,837 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,538,326 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$93,224 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,238,357 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,863,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,460,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,740,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,915,685 | CurrentTaxYearAmt |
| Total | $62,218,017 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,238,357 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,863,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,460,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,740,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,915,685 | CurrentTaxYearAmt |
| Total | $62,218,017 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $62,218,017 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,258,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,193,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,506,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,217,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,326,841 | CurrentTaxYearAmt |
| Total | $16,502,909 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,496 | CurrentTaxYearAmt |
| Total | $287,480 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $79,008,406 | TotalSupportAmt |
| Public Support CY170 | 0.78750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 94 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $26,310,411 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,056,002 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $74,233,790 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,907,415 | BeginningYearBalanceAmt |
| Contributions | $27,751,781 | ContributionsAmt |
| Investment Earnings Or Losses | $13,668,067 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,207,194 | GrantsOrScholarshipsAmt |
| End Year Balance | $131,120,069 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,690,816 | BeginningYearBalanceAmt |
| Contributions | $1,900,354 | ContributionsAmt |
| Investment Earnings Or Losses | $10,899,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,583,589 | GrantsOrScholarshipsAmt |
| End Year Balance | $96,907,415 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,742,387 | BeginningYearBalanceAmt |
| Contributions | $1,872,975 | ContributionsAmt |
| Investment Earnings Or Losses | $8,449,167 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,373,713 | GrantsOrScholarshipsAmt |
| End Year Balance | $89,690,816 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,573,161 | BeginningYearBalanceAmt |
| Contributions | $7,909,857 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,746,948 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,993,683 | GrantsOrScholarshipsAmt |
| End Year Balance | $84,742,387 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,012,304 | BeginningYearBalanceAmt |
| Contributions | $1,098,937 | ContributionsAmt |
| Investment Earnings Or Losses | $24,775,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,373,293 | GrantsOrScholarshipsAmt |
| End Year Balance | $94,513,867 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $811,268 | OtherCostOrOtherBasisAmt |
| Book Value | $811,268 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,329,038 | OtherCostOrOtherBasisAmt |
| Depreciation | $619,618 | DepreciationAmt |
| Book Value | $709,420 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,793 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,296 | DepreciationAmt |
| Book Value | $2,497 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,126 | DepreciationAmt |
| Book Value | $8,891 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,532,076 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY OBLIGATION | $169,354 |
| AGENCY PAYABLES | $11,029,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,198,529 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $46,629,287 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,538,326 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$29,887 | OtherRevenueAmt |
| Revenue Not Reported | $9,508,439 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,120,848 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $410,825 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $410,825 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,531,673 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,891,348 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $63,337 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $63,337 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,828,011 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $410,825 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $410,825 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,238,836 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF FEDERAL AND STATE INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE FOUNDATION REVIEWS AND ASSESSES ALL ACTIVITIES TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAIN TAX POSITIONS. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, NO PROVISION FOR INCOME TAXES WAS MADE FOR THE FOUNDATION, AS THE ORGANIZATION HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME AND DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. TAX YEARS CONSIDERED OPEN AND SUBJECT TO EXAMINATION INCLUDE RETURNS FOR THE FOUNDATION FOR THE YEARS ENDED JUNE 30, 2022 THROUGH JUNE 30, 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPLIT-INTEREST AGREEMENTS - CHANGE IN VALUE RENTAL EXPENSES - 50% OF BULLITT HOUSE |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES - 50% OF BULLITT HOUSE |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPLIT-INTEREST AGREEMENTS - CHANGE IN VALUE $-93,224 RENTAL EXPENSES - 50% OF BULLITT HOUSE $63,337 TOTAL TO SCHEDULE D, PART XI, LINE 2D $-29,887 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES - 50% OF BULLITT HOUSE $63,337 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (158 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AARON'S PLACE INC | ||||||||
| 24311 ROBINS CREEK ROAD | PRESTON | MD | 21655 | 842099035 | 501(C)(3) | $16,455 | $0 | PROGRAMS |
| ACADEMY ART MUSEUM INC | ||||||||
| 106 SOUTH STREET | EASTON | MD | 21601 | 526051766 | 501(C)(3) | $42,000 | $0 | PROGRAMS |
| ACE MENTOR PROGRAM OF AMERICA | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | 510465877 | $27,670 | $0 | PROGRAMS | |
| ADKINS ARBORETUM LTD | ||||||||
| 12610 EVERLAND ROAD | RIDGELY | MD | 21660 | 521163405 | $12,425 | $0 | PROGRAMS | |
| ALL4LOVE INC | ||||||||
| 411 DORCHESTER AVE STE 200 | CAMBRIDGE | MD | 21613 | 883226788 | 501(C)(3) | $8,250 | $0 | PROGRAMS |
| ALLEGRO ACADEMY | ||||||||
| PO BOX 3193 | EASTON | MD | 21601 | 364912702 | $11,800 | $0 | PROGRAMS | |
| AMERICA FIRST POLICY INSTITUTE | ||||||||
| PO BOX 2123 | ARLINGTON | VA | 22202 | 854202763 | $10,000 | $0 | PROGRAMS | |
| ANCHOR CHURCH | ||||||||
| 620 GOLDSBOROUGH STREET | EASTON | MD | 21601 | RELIGIOUS ORG | $71,510 | $0 | PROGRAMS | |
| AWAKEN RECOVERY FOUNDATION | ||||||||
| PO BOX 533 | SECRETARY | MD | 21664 | 845142801 | 501(C)(3) | $12,500 | $0 | PROGRAMS |
| BAY HUNDRED COMMUNITY VOLUNTEERS INC | ||||||||
| PO BOX 12 | MCDANIEL | MD | 21647 | 820552436 | 501(C)(3) | $25,000 | $0 | PROGRAMS |
| BAYWATER ANIMAL RESCUE | ||||||||
| 4930 BUCKTOWN RD | CAMBRIDGE | MD | 21613 | $22,003 | $0 | PROGRAMS AND CAPITAL EXPANSION | ||
| BENEDICTINE SCHOOL FOR EXCEPTIONAL CHILDREN | ||||||||
| 41299 BENEDICTINE LANE | RIDGELY | MD | 21660 | 520787237 | $37,000 | $0 | PROGRAMS | |
| BENEDICTINE SCHOOL FOUNDATION | ||||||||
| 14299 BENEDICTINE LANE | RIDGELY | MD | 21660 | 521479494 | 501(C)(3) | $7,074 | $0 | PROGRAMS |
| BOYS & GIRLS CLUBS OF METROPOLITAN BALTIMORE | ||||||||
| 1201 SOUTH SHARP STREET SUITE 302 | BALTIMORE | MD | 21230 | 264371125 | $150,000 | $0 | PROGRAMS | |
| BUILDING AFRICAN AMERICAN MINDS INC | ||||||||
| 31 JOWITE STREET | EASTON | MD | 21601 | 841677829 | $45,012 | $0 | PROGRAMS | |
| CALVARY WESLEYAN CHURCH | ||||||||
| 240 DELAWARE AVENUE | HARRINGTON | DE | 19952 | RELIGIOUS ORG | $62,000 | $0 | PROGRAMS | |
| CAMBRIDGE CHURCH OF THE NAZARENE | ||||||||
| 97 SANDY HILL ROAD | CAMBRIDGE | MD | 21613 | RELIGIOUS ORG | $20,000 | $0 | PROGRAMS | |
| CAROLINE COUNTY HUMANE SOCIETY INC | ||||||||
| 407 W BELLE STREET | RIDGELY | MD | 216601338 | 521528421 | 501(C)(3) | $21,248 | $0 | PROGRAMS |
| CAROLINE COUNTY PUBLIC SCHOOLS | ||||||||
| 204 FRANKLIN STREET | DENTON | MD | 21629 | GOVERNMENT | $51,000 | $0 | PROGRAMS | |
| CASA OF THE MID-SHORE | ||||||||
| 111 N WEST STREET STE B | EASTON | MD | 21601 | 521568597 | 501(C)(3) | $57,000 | $0 | PROGRAMS/IT UPGRADE |
| CHANGING PERSPECTIVES | ||||||||
| PO BOX 710 | MONTPELIER | VT | 05601 | 463115902 | $35,000 | $0 | EDUCATION | |
| CHANNEL MARKER INC | ||||||||
| 8865 GLEBE PARK DRIVE UNIT 1 | EASTON | MD | 21601 | 521244067 | 501(C)(3) | $37,000 | $0 | PROGRAMS |
| CHESAPEAKE CAMP AND CONFERENCE CENTER INC | ||||||||
| 424 EAST WESLEY CIRCLE | DENTON | MD | 21629 | 461534267 | $201,000 | $0 | PROGRAMS | |
| CHESAPEAKE CHARITIES INC | ||||||||
| 101 LOG CANOE CIRCLE SUITE O | STEVENSVILLE | MD | 21666 | 300254793 | $22,287 | $0 | PROGRAMS | |
| CHESAPEAKE COLLEGE FOUNDATION INC | ||||||||
| PO BOX 8 | WYE MILLS | MD | 216790008 | 521104909 | 501(C)(3) | $148,937 | $0 | PROGRAMS/FINANCIAL AID |
| CHESAPEAKE FILM FESTIVAL INC | ||||||||
| 127 NORTH WEST STREET | EASTON | MD | 21601 | 273268440 | 501(C)(3) | $11,349 | $0 | PROGRAMS |
| CHESAPEAKE MULTICULTURAL RESOURCE CENTER INC | ||||||||
| 331 EAST DOVER STREET | EASTON | MD | 21601 | 460893377 | 501(C)(3) | $86,920 | $0 | PROGRAMS |
| CHESAPEAKE MUSIC | ||||||||
| PO BOX 461 | EASTON | MD | 216018907 | 521607175 | 501(C)(3) | $33,361 | $0 | PROGRAMS |
| CHESTER RIVER HEALTH FOUNDATION | ||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 216201499 | 521338861 | 501(C)(3) | $7,000 | $0 | PROGRAMS |
| CHESTERWYE FOUNDATION INC | ||||||||
| PO BOX 121 | QUEENSTOWN | MD | 21658 | 521285131 | 501(C)(3) | $80,244 | $0 | PROGRAMS |
| CHRIST CHURCH EPISCOPAL | ||||||||
| 10 NORTH CHURCH STREET | GREENVILLE | SC | 29601 | 570370835 | RELIGIOUS ORG | $5,500 | $0 | PROGRAMS |
| CHURCH HILL THEATRE INC | ||||||||
| 103 WALNUT ST BOX 91 | CHURCH HILL | MD | 21623 | 521350573 | $16,291 | $0 | PROGRAMS/MARQUEE | |
| COMMUNITY CIVIC LEAGUE OF FEDERALSBURG INC | ||||||||
| PO BOX 293 | FEDERALSBURG | MD | 216320293 | 521230398 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| COMMUNITY FOOD PANTRY | ||||||||
| PO BOX 346 | CHESTERTOWN | MD | 21620 | 300147609 | $6,000 | $0 | PROGRAMS | |
| COMMUNITY MEDIATION UPPER SHORE INC | ||||||||
| PO BOX 692 | CHESTERTOWN | MD | 216200692 | 522302895 | 501(C)(3) | $8,750 | $0 | PROGRAMS |
| COMPASS REGIONAL HOSPICE INC | ||||||||
| 160 COURSEVALL DRIVE | CENTREVILLE | MD | 21617 | 521414892 | 501(C)(3) | $23,500 | $0 | PROGRAMS |
| CRITCHLOW ADKINS CHILDREN'S CENTER | ||||||||
| 15 S HANSON STREET | EASTON | MD | 21601 | 237404362 | 501(C)(3) | $46,853 | $0 | PROGRAMS/FINANCIAL AID/FURNITURE REPLACEMENT |
| CRITICAL REPAIRS CAROLINE COUNTY | ||||||||
| PO BOX 534 | DENTON | MD | 21629 | 260260471 | $10,000 | $0 | PROGRAMS | |
| CRU | ||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | 330863088 | 501(C)(3) | $8,000 | $0 | PROGRAMS |
| DELMARVA COMMUNITY SERVICES INC | ||||||||
| PO BOX 637 | CAMBRIDGE | MD | 21613 | 521000521 | 501(C)(3) | $35,000 | $0 | PROGRAMS |
| DORCHESTER CHAMBER FOUNDATION INC | ||||||||
| 306 HIGH STREET | CAMBRIDGE | MD | 21613 | 522267791 | 501(C)(3) | $10,000 | $0 | SCHOLARSHIPS |
| DORCHESTER COUNTY COMMISSION ON THE AGING INC | ||||||||
| 2474 CAMBRIDGE BELTH | CAMBRIDGE | MD | 21613 | 521160287 | 501(C)(3) | $15,000 | $0 | PROGRAMS |
| DORCHESTER COUNTY HISTORICAL SOCIETY | ||||||||
| 1003 GREENWAY DRIVE | CAMBRIDGE | MD | 21613 | 237222855 | 501(C)(3) | $8,927 | $0 | PROGRAMS |
| DORCHESTER COUNTY PUBLIC LIBRARY | ||||||||
| 303 GAY STREET | CAMBRIDGE | MD | 21613 | 526001138 | GOVERNMENT | $10,000 | $0 | PROGRAMS |
| EASTERN SHORE AREA HEALTH EDUCATION CENTER | ||||||||
| 814 CHESAPEAKE DRIVE | CAMBRIDGE | MD | 21613 | 521987075 | 501(C)(3) | $6,800 | $0 | PROGRAMS |
| EASTERN SHORE FOOD LAB | ||||||||
| 236 CANNON STREET | CHESTERTOWN | MD | 21620 | 872923944 | $8,750 | $0 | PROGRAMS | |
| EASTERN SHORE LAND CONSERVANCY INC | ||||||||
| 114 SOUTH WASHINGTON ST SUITE 101 | EASTON | MD | 21601 | 521711989 | 501(C)(3) | $7,000 | $0 | PROGRAMS |
| EASTERN SHORE WELLNESS SOLUTIONS INC | ||||||||
| 824 FAIRMOUNT AVENUE STE 4 | CAMBRIDGE | MD | 21613 | 823203840 | $10,000 | $0 | PROGRAMS | |
| EASTERSEALS | ||||||||
| 61 CORPORATE CIRCLE | NEW CASTLE | DE | 19720 | 510066728 | 501(C)(3) | $11,000 | $0 | PROGRAMS |
| EASTON CHORAL ARTS SOCIETY INC | ||||||||
| PO BOX 13 | EASTON | MD | 21601 | 521814730 | 501(C)(3) | $7,996 | $0 | PROGRAMS |
| EASTON CHURCH OF GOD HARVEST OF HOPE FOOD PANTRY | ||||||||
| 1009 NORTH WASHINGTON STREET | EASTON | MD | 21601 | 237347950 | RELIGIOUS ORG | $6,600 | $0 | PROGRAMS |
| EASTON VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| 315 LEONARD RIECK DRIVE | EASTON | MD | 21601 | 526054232 | $7,922 | $0 | PROGRAMS | |
| EASTPOINT CHURCH | ||||||||
| 301D BAY STREET SUITE 402 | EASTON | MD | 21601 | RELIGIOUS ORG | $12,500 | $0 | PROGRAMS | |
| EBEAUTY COMMUNITY INC | ||||||||
| 480 MAIN AVENUE STE 104 | STEVENSVILLE | MD | 21666 | 453593527 | $11,000 | $0 | PROGRAMS | |
| ECHO HILL OUTDOOR SCHOOL | ||||||||
| 13655 BLOOMINGNECK ROAD | WORTON | MD | 216781432 | 237301918 | 501(C)(3) | $54,680 | $0 | SCHOLARSHIPS/RECONSTRUCTION OF BOAT SHED/DOCK |
| ELMS COLLEGE | ||||||||
| 291 SPRINGFIELD STREET | CHICOPEE MA | MA | 01013 | $11,476 | $0 | PROGRAMS | ||
| FARMERS AND HUNTERS FEEDING THE HUNGRY | ||||||||
| PO BOX 323 | WILLIAMSPORT | MD | 21795 | 522151919 | 501(C)(3) | $11,200 | $0 | MEAT PROCESSING |
| FOCUS ON THE FAMILY | ||||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | 953188150 | 501(C)(3) | $15,000 | $0 | PROGRAMS |
| FOR ALL SEASONS INC | ||||||||
| 300 TALBOT ST | EASTON | MD | 216013525 | 521496434 | 501(C)(3) | $124,500 | $0 | PROGRAMS |
| FOUNDATION FOR THE KENT COUNTY PUBLIC LIBRARY | ||||||||
| PO BOX 24 | CHESTERTOWN | MD | 21620 | 452745871 | $8,169 | $0 | PROGRAMS | |
| FRIENDS FOR TALBOT COUNTY FREE LIBRARY | ||||||||
| PO BOX 2045 | EASTON | MD | 21601 | 521067440 | $5,200 | $0 | PROGRAMS | |
| FRIENDS OF EASTON VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| 315 LEONARD RIECK DRIVE | EASTON | MD | 21601 | 884093170 | 501(C)(3) | $23,017 | $0 | PROGRAMS |
| FRIENDS OF THE GRAPE INC DBA CHESAPEAKE CULINARY CENTER | ||||||||
| 512 FRANKLIN STREET | DENTON | MD | 21629 | 201592697 | $10,000 | $0 | PROGRAMS | |
| HABITAT FOR HUMANITY CHOPTANK INC | ||||||||
| 29349 MAPLE AVE SUITE 8 | TRAPPE | MD | 21673 | 521785188 | 501(C)(3) | $6,850 | $0 | PROGRAMS |
| HAVEN MINISTRIES INC | ||||||||
| PO BOX 466 | QUEENSTOWN | MD | 21658 | 271048008 | 501(C)(3) | $16,560 | $0 | PROGRAMS |
| HIGH POINT UNIVERSITY | ||||||||
| ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | $75,000 | $0 | PROGRAMS | ||
| HIS HOPE MINISTRIES | ||||||||
| 105 GAY STREET | DENTON | MD | 21629 | 842385064 | $17,245 | $0 | PROGRAMS | |
| HISPANIC ALLIANCE | ||||||||
| PO BOX 17934 | GREENVILLE | SC | 29606 | 271041624 | $30,000 | $0 | PROGRAMS | |
| HISTORICAL SOCIETY OF KENT COUNTY INC | ||||||||
| POST OFFICE BOX 665 | CHESTERTOWN | MD | 21620 | 520889500 | $50,000 | $0 | PROGRAMS | |
| HOMEPORTS INC | ||||||||
| PO BOX 114 | CHESTERTOWN | MD | 21620 | 510603421 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| HOPE COS | ||||||||
| 5440 NORTH UNION BLVD | COLORADO SPRINGS | CO | 80918 | 922127551 | 501(C)(3) | $82,436 | $0 | PROGRAMS |
| HORIZONS OF KENT AND QUEEN ANNE'S COUNTIES | ||||||||
| 116-B SOUTH LYNCHBURG ST | CHESTERTOWN | MD | 21620 | 461800850 | 501(C)(3) | $19,214 | $0 | PROGRAMS |
| IMAGINATION LIBRARY OF TALBOT COUNTY | ||||||||
| 102 E DOVER STREET | EASTON | MD | 21601 | 521782353 | $9,473 | $0 | PROGRAMS | |
| JAARS INC | ||||||||
| PO BOX 248 | WAXHAW | NC | 28173 | 560818833 | 501(C)(3) | $30,000 | $0 | PROGRAMS |
| JOHN HOPKINS MEDICINE | ||||||||
| 1800 ORLEANS STREET MARBURG 135 | BALTIMORE | MD | 21287 | 520591656 | $11,000 | $0 | PROGRAMS | |
| JOHNS HOPKINS HOSPITAL | ||||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | 237252596 | $100,000 | $0 | PROGRAMS | |
| JOHNS HOPKINS HOSPITAL ENDOWMENT FUND | ||||||||
| 3910 KESWICK ROAD BLDG 4300A | BALTIMORE | MD | 21211 | 237252596 | 501(C)(3) | $12,054 | $0 | PROGRAMS |
| JONI AND FRIENDS FOUNDATION | ||||||||
| 30009 LADYFACE COURT | AGOURA HILLS | CA | 91301 | 300815226 | 501(C)(3) | $15,000 | $0 | PROGRAMS |
| JUNIOR ACHIEVEMENT OF THE EASTERN SHORE INC | ||||||||
| 301 TILGHMAN ROAD 101 | SALISBURY | MD | 21804 | 521461040 | 501(C)(3) | $13,000 | $0 | PROGRAMS |
| JUSTICE UNITED | ||||||||
| PO BOX 11 | OXFORD | MD | 21654 | $15,000 | $0 | PROGRAMS | ||
| KENT AGRICULTRAL CENTER INC | ||||||||
| PO BOX 386 | CHESTERTOWN | MD | 21620 | 521279539 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| KENT ASSOCIATION OF RIDING THERAPY | ||||||||
| PO BOX 126 | WORTON | MD | 21678 | 521356842 | 501(C)(3) | $7,950 | $0 | PROGRAMS |
| KENT CONSERVATION & PRESERVATION ALLIANCE | ||||||||
| 503 WASHINGTON AVE SUITE 256 | CHESTERTOWN | MD | 21620 | 473751617 | 501(C)(3) | $8,500 | $0 | PROGRAMS |
| KENT COUNTY PUBLIC LIBRARY INC | ||||||||
| 408 HIGH STRRET | CHESTERTOWN | MD | 21620 | $6,366 | $0 | PROGRAMS | ||
| KENT CULTURAL ALLIANCE | ||||||||
| 101 SPRING AVENUE | CHESTERTOWN | MD | 21620 | 521236800 | 501(C)(3) | $11,000 | $0 | PROGRAMS |
| KENT SCHOOL INC | ||||||||
| 6788 WILKINS LANE | CHESTERTOWN | MD | 21620 | 520856397 | 501(C)(3) | $20,253 | $0 | PROGRAMS |
| LEE COMMUNITY TENNIS ASSOCIATION | ||||||||
| PO BOX 188 | LEE | MA | 01238 | 043143852 | $20,000 | $0 | PROGRAMS | |
| MARTIN'S HOUSE & BARN | ||||||||
| 14374 BENEDICTINE LANE | RIDGELY | MD | 21660 | 521913676 | $15,000 | $0 | PROGRAMS | |
| MARYLAND FOOD BANK INC | ||||||||
| PO BOX 17379 | BALTIMORE | MD | 212971379 | 521135690 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| MASSB FOUNDATION ON BEHALF OF CAROLINE COUNTY DEPARTMENT OF SOCIAL SERVICES | ||||||||
| PO BOX 2351 | ANNAPOLIS | MD | 21401 | 261192752 | $10,000 | $0 | PROGRAMS | |
| MASSEY AIR MUSEUM INC | ||||||||
| 33541 MARYLAND LINE ROAD | MASSEY | MD | 21650 | 371454652 | 501(C)(3) | $10,250 | $0 | PROGRAMS |
| MID SHORE COMMUNITY MEDIATON CENTER | ||||||||
| 8626 BROOKS DRIVE SUITE 204 | EASTON | MD | 21601 | 202779553 | 501(C)(3) | $30,500 | $0 | PROGRAMS |
| MID-ATLANTIC SYMPHONY ORCHESTRA | ||||||||
| PO BOX 3381 | EASTON | MD | 21601 | 522038928 | $13,674 | $0 | PROGRAMS | |
| MID-SHORE COMMUNITY FOUNDATION INC | ||||||||
| 102 E DOVER STREET | EASTON | MD | 21601 | 521782373 | 501(C)(3) | $59,764 | $0 | PROGRAMS |
| MIDSHORE MEALS TIL MONDAY INC | ||||||||
| PO BOX 1193 | CAMBRIDGE | MD | 21613 | 920982240 | 501(C)(3) | $14,979 | $0 | PROGRAMS |
| MINARY'S DREAM ALLIANCE | ||||||||
| 9155 AMERICAN LEGION ROAD | CHESTERTOWN | MD | 21620 | 850988396 | 501(C)(3) | $9,000 | $0 | PROGRAMS |
| NECK DISTRICT VOLUNTEER FIRE CO INC | ||||||||
| 954 COOKS POINT ROAD | CAMBRIDGE | MD | 21613 | $6,080 | $0 | PROGRAMS | ||
| NEIGHBORHOOD SERVICE CENTER INC | ||||||||
| 126 PORT STREET | EASTON | MD | 21601 | 520982396 | 501(C)(3) | $19,000 | $0 | PROGRAMS |
| NEW BEGINNINGS YOUTH AND FAMILY SERVICES INC | ||||||||
| 522 GREENWOOD AVENUE | CAMBRIDGE | MD | 21613 | 522093660 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| ONE MISSION CAMBRIDGE INC | ||||||||
| 614 RACE STREET | CAMBRIDGE | MD | 21613 | 921685798 | 501(C)(3) | $11,560 | $0 | PROGRAMS |
| OPEN DOORS PARTNERS IN EDUCATION | ||||||||
| 116-D SOUTH LYNCHBURG ST | CHESTERTOWN | MD | 21620 | 852280696 | 501(C)(3) | $13,500 | $0 | PROGRAMS |
| PARTNERS IN CARE MARYLAND INC | ||||||||
| 8151-C RITCHIE HIGHWAY | PASADENA | MD | 21122 | 521911806 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| PATHFINDERS FOR AUTISM | ||||||||
| 235 SCHILLING CIRCLE | HUNT VALLEY | MD | 21031 | 522226573 | $10,000 | $0 | PROGRAMS | |
| PICKERING CREEK AUDUBON CENTER | ||||||||
| 11450 AUDUBON LANE | EASTON | MD | 21601 | 521038833 | $57,750 | $0 | PROGRAMS | |
| PINE STREET COMMITTEE INC | ||||||||
| 615B PINE STREET | CAMBRIDGE | MD | 21613 | 522100019 | 501(C)(3) | $11,878 | $0 | PROGRAMS |
| QUEEN ANNE'S COUNTY FREE LIBRARY | ||||||||
| 121 S COMMERCE ST | CENTERVILLE | MD | 21617 | 500623993 | 501(C)(3) | $10,000 | $0 | KIDZONE/MOBILE LIBRARY |
| RADCLIFFE CREEK SCHOOL INC | ||||||||
| 201 TALBOT BLVD SUITE A | CHESTERTOWN | MD | 21620 | 521970233 | 501(C)(3) | $77,318 | $0 | PROGRAMS/FINANCIAL AID |
| REBUILDING TOGETHER EASTERN SHORE | ||||||||
| PO BOX 180 | CHESTERTOWN | MD | 21620 | 753163984 | 501(C)(3) | $11,500 | $0 | PROGRAMS |
| REBUILDING TOGETHER OF QUEEN ANNE'S COUNTY | ||||||||
| PO BOX 73 | CENTREVILLE | MD | 21617 | 521850398 | $10,000 | $0 | PROGRAMS | |
| REINING HORSE FOUNDATION | ||||||||
| 3021 W RENO AVENUE | OKLAHOMA CITY | OK | 73107 | 731575062 | 501(C)(3) | $56,508 | $0 | PROGRAMS |
| REMLIK WESLEYAN CHURCH | ||||||||
| POST OFFICE BOX 952 | URBANNA | VA | 23175 | 541988663 | $10,000 | $0 | PROGRAMS | |
| RICHARDSON MARITIME MUSEUM INC | ||||||||
| 103 HAYWARD STREET | CAMBRIDGE | MD | 21613 | 521785312 | $20,000 | $0 | PROGRAMS | |
| SAINT JAMES SCHOOL | ||||||||
| 17641 COLLEGE ROAD | HAGERSTOWN | MD | 21740 | 520591413 | 501(C)(3) | $5,857 | $0 | PROGRAMS |
| SALISBURY UNIVERSITY FOUNDATION INC | ||||||||
| PO BOX 2655 | SALISBURY | MD | 21802 | 521127396 | 501(C)(3) | $71,680 | $0 | SCHOLARSHIPS |
| SAMARITAN GROUP INC | ||||||||
| PO BOX 934 | CHESTERTOWN | MD | 21620 | 562482514 | 501(C)(3) | $11,560 | $0 | PROGRAMS |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 501(C)(3) | $10,500 | $0 | PROGRAMS |
| SANDHILLS COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 3395 AIRPORT RD | PINEHURST | NC | 28374 | 560946799 | 501(C)(3) | $170,787 | $0 | PROGRAMS |
| SCOTTS UNITED METHODIST CHURCH | ||||||||
| POST OFFICE BOX 101 | TRAPPE | MD | 21673 | RELIGIOUS ORG | $9,100 | $0 | PROGRAMS | |
| SHORERIVERS INC | ||||||||
| 114 SOUTH WASHINGTON ST | EASTON | MD | 21601 | 263187608 | 501(C)(3) | $17,654 | $0 | PROGRAMS |
| ST MICHAELS COMMUNITY CENTER INC | ||||||||
| PO BOX 354 | ST MICHAELS | MD | 21663 | 521698879 | 501(C)(3) | $27,850 | $0 | PROGRAMS/CAPITAL CAMPAIGN |
| ST PAUL'S EPISCOPAL CHURCH | ||||||||
| 301 SOUTH LIBERTY STREET | CENTERVILLE | MD | 21617 | RELIGIOUS ORG | $21,000 | $0 | PROGRAMS | |
| SULTANA EDUCATION FOUNDATION | ||||||||
| PO BOX 524 | CHESTERTOWN | MD | 21620 | 522021090 | 501(C)(3) | $17,578 | $0 | PROGRAMS |
| TALBOT ARTS | ||||||||
| 124 N HARRISON STREET PO BOX 6 | EASTON | MD | 216010006 | 521532573 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| TALBOT COMMUNITY CONNECTIONS INC | ||||||||
| PO BOX 2615 | EASTON | MD | 21601 | 010580596 | 501(C)(3) | $9,000 | $0 | PROGRAMS |
| TALBOT COUNTY DEPARTMENT OF PARKS AND RECREATION | ||||||||
| 10028 OCEAN GATEWAY | EASTON | MD | 21601 | GOVERNMENT | $8,475 | $0 | PROGRAMS | |
| TALBOT COUNTY HEALTH DEPARTMENT | ||||||||
| 510 CADMUS LANE | EASTON | MD | 21601 | GOVERNMENT | $76,000 | $0 | PROGRAMS | |
| TALBOT COUNTY PUBLIC SCHOOLS | ||||||||
| 12 MAGNOLIA STREET | EASTON | MD | 21601 | 526001031 | GOVERNMENT | $76,639 | $0 | PROGRAMS |
| TALBOT HOSPICE FOUNDATION INC | ||||||||
| 586 CYNWOOD DR | EASTON | MD | 21601 | 521227747 | 501(C)(3) | $61,488 | $0 | PROGRAMS |
| TALBOT HUMANE | ||||||||
| 7894 OCEAN GATEWAY | EASTON | MD | 21601 | 520636395 | 501(C)(3) | $11,959 | $0 | PROGRAMS |
| TALBOT INTERFAITH SHELTER INC | ||||||||
| 107 GOLDSBOROUGH ST | EASTON | MD | 21601 | 264629046 | 501(C)(3) | $138,802 | $0 | PROGRAMS/CAPACITY BUILDING |
| TALBOT THRIVE INC | ||||||||
| PO BOX 73 | EASTON | MD | 21601 | 873184141 | $10,000 | $0 | PROGRAMS | |
| THE ANIMAL CARE SHELTER FOR KENT COUNTY | ||||||||
| 10168 WORTON ROAD | CHESTERTOWN | MD | 21620 | 520796950 | $62,600 | $0 | PROGRAMS/VET CENTER SUPPORT ROOM | |
| THE CAROLINE COUNTY FOUNDATION INC | ||||||||
| 5 NORTH FIRST STREET | DENTON | MD | 216291044 | 520906348 | $10,438 | $0 | PROGRAMS | |
| THE COUNTRY SCHOOL | ||||||||
| 716 GOLDSBOROUGH STREET | EASTON | MD | 21601 | 520591569 | 501(C)(3) | $7,492 | $0 | PROGRAMS/FINANCIAL AID |
| THE DELMARVA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 1910 BADEN POWELL WAY | DOVER | DE | 11904 | 510065733 | $8,648 | $0 | PROGRAMS | |
| THE GUNSTON SCHOOL INC | ||||||||
| PO BOX 200 | CENTERVILLE | MD | 21617 | 520614282 | 501(C)(3) | $215,000 | $0 | PROGRAMS/FINANCIAL AID |
| THE HUMANE SOCIETY OF KENT COUNTY INC | ||||||||
| 10168 WORTON ROAD | CHESTERTOWN | MD | 21620 | 520796950 | $20,000 | $0 | PROGRAMS | |
| THE JOHN AND MATTHEW GAUDREAU FOUNDATION | ||||||||
| 560 SYLVAN AVENUE SUITE 3070 | ENGLEWOOD CLIFFS | NJ | 07632 | 451189713 | $10,000 | $0 | PROGRAMS | |
| THE PEACE CENTER FOUNDATION | ||||||||
| 101 WEST BROAD STREET | GREENVILLE | SC | 29601 | 570811297 | 501(C)(3) | $7,500 | $0 | PROGRAMS |
| THE RIVER CHURCH | ||||||||
| 35175 ROXANA ROAD | FRANKFORD | DE | 19945 | RELIGIOUS ORG | $12,000 | $0 | PROGRAMS | |
| THE SALVATION ARMY | ||||||||
| 200 WASHINGTON STREET | CAMBRIDGE | MD | 21613 | 580660607 | $32,053 | $0 | PROGRAMS | |
| THE VESTRY OF WYE PARISH | ||||||||
| PO BOX 98 | WYE MILLS | MD | 216790098 | RELIGIOUS ORG | $193,560 | $0 | UNRESTRICTED | |
| THIRD HAVEN FRIENDS MEETING | ||||||||
| PO BOX 2379 | EASTON | MD | 21601 | 520689918 | RELIGIOUS ORG | $5,500 | $0 | PROGRAMS |
| TIDES OF GRACE INC | ||||||||
| 215 AMANDA LN | CENTREVILLE | MD | 21617 | 920603750 | $16,996 | $0 | PROGRAMS | |
| TILGHMAN AREA YOUTH ASSOCIATION INC | ||||||||
| PO BOX 55 | TILGMAN | MD | 21671 | 450650952 | 501(C)(3) | $23,250 | $0 | PROGRAMS |
| TIMES12 | ||||||||
| PO BOX 1586 | ANNAPOLIS | MD | 21404 | 460750704 | $10,000 | $0 | PROGRAMS | |
| TRINITY LUTHERAN CHURCH | ||||||||
| 1100 PHILADELPHIA ROAD | JOPPA | MD | 21085 | RELIGIOUS ORG | $171,119 | $0 | UNRESTRICTED | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3800 SPRUCE STREET STE 151E | PHILADELPHIA | PA | 191046047 | 231352685 | $25,000 | $0 | PROGRAMS | |
| UM MEMORIAL HOSPITAL FOUNDATION INC | ||||||||
| 121 FEDERAL STREET STE 2 | EASTON | MD | 21601 | 521282080 | 501(C)(3) | $3,769,289 | $0 | PROGRAMS |
| UM SHORE REGIONAL HEALTH | ||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 521362793 | 501(C)(3) | $10,000 | $0 | PROGRAMS |
| UNIVERSITY OF MARYLAND EXTENSION-TALBOT COUNTY | ||||||||
| 28577 MARYS COURT STE 1 | EASTON | MD | 21601 | $12,000 | $0 | PROGRAMS | ||
| UPPER SHORE AGING INC | ||||||||
| 100 SCHAUBER ROAD | CHESTERTOWN | MD | 216201148 | 521014383 | 501(C)(3) | $83,582 | $0 | PROGRAMS |
| VETERAN AND MILITARY SUPPORT ALLIANCE INC | ||||||||
| 337 PIER ONE ROAD SUITE 101 | STEVENSVILLE | MD | 21666 | 933772134 | $7,687 | $0 | PROGRAMS | |
| WAKE FOREST UNIVERSITY | ||||||||
| PO BOX 890701 | CHARLOTTE | NC | 28289 | $36,667 | $0 | PROGRAMS | ||
| WASHINGTON COLLEGE | ||||||||
| 300 WASHINGTON AVENUE | CHESTERTOWN | MD | 21620 | 520591691 | 501(C)(3) | $83,154 | $0 | PROGRAMS |
| WOODSTOCK AREA JEWISH COMMUNITY INC | ||||||||
| 1680 W WOODSTOCK RD | WOODSTOCK | VT | 05091 | 030346359 | $50,000 | $0 | PROGRAMS | |
| WYE RIVER UPPER SCHOOL INC | ||||||||
| 316 SOUTH COMMERCE STREET | CENTREVILLE | MD | 21617 | 352166557 | 501(C)(3) | $141,000 | $0 | PROGRAMS/FINANCIAL AID |
| YMCA OF THE CHESAPEAKE INC | ||||||||
| 202 PEACH BLOSSOM ROAD | EASTON | MD | 21601 | 520646895 | 501(C)(3) | $72,354 | $0 | PROGRAMS/FINANCIAL AID |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS - CASH BASIS - PAID DURING FISCAL YEAR | GrantTypeTxt |
| Recipient | 357 | RecipientCnt |
| Cash Grant | $1,795,574 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUESTS REPORTS ON GRANTS BE SUBMITTED WITHIN 12 MONTHS OF THE GRANT. IN ADDITION, FOUNDATION REPRESENTATIVES MAKE PERIODIC SITE VISITS TO THE RECIPIENT ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BUCK DUNCAN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $215,766 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $215,766 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1B | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PAYS FOR THE COUNTRY CLUB AND ROTARY DUES OF THE FOUNDATION'S PRESIDENT. AMONG HIS LIST OF RESPONSIBILITIES IS TO PROMOTE THE FOUNDATION AND WORK TO SOLICIT CHARITABLE CONRIBUTIONS FOR THE FOUNDATION. THE COUNTRY CLUB AND ROTARY MEMBERSHIPS ARE CONSIDERED AN EFFECTIVE WAY TO ASSIST IN THE ACCOMPLISHMENT OF THESE OBJECTIVES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,164,959 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING THE FORM 990, A COPY IS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR INSPECTION. THE BOARD CONSISTS OF SEVERAL MEMBERS WHO ARE CERTIFIED PUBLIC ACCOUNTANTS AND LAWYERS WHO ARE FAMILIAR WITH THE FILING REQUIREMENTS OF THE FOUNDATION. IN ADDITION, THE FORM 990 IS ALSO PROVIDED TO TWO COMMITTEES OF THE BOARD FOR THEIR REVIEW OF THE INFORMATION. THE TWO COMMITTEES ARE THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE. BEFORE FILING THE FORM 990, THE EXECUTIVE COMMITTEE WILL VOTE THAT IT BE ACCEPTED AND APPROVED FOR SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST STATEMENT IS PRESENTED TO EACH NEW BOARD MEMBER FOR SIGNATURE AT THEIR ORIENTATION. A FOLDER OF SIGNED STATEMENT IS MAINTAINED AND REVIEWED ANNUALLY TO CONFIRM COMPLIANCE BY EACH BOARD MEMBER. THE STATEMENT INCLUDES A REQUIREMENT THAT THE BOARD MEMBER ALERT THE FOUNDATION OF ANY CHANGES THAT MAY OCCUR WHILE THEY ARE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE ESTABLISHES A SUGGESTED COMPENSATION PACKAGE FOR THE KEY EMPLOYEES. THE BASIS FOR STRUCTURING THE COMPENSATION REVOLVES AROUND INFORMATION AVAILABLE FROM OTHER LOCAL NOT-FOR-PROFIT ORGANIZATIONS WHICH BOARD MEMBERS MAY BE FAMILIAR WITH ALONG WITH THE BUDGETARY GUIDELINES TO WHICH THE FOUNDATION ADHERES. THE EXECUTIVE COMMITTEE COMPENSATION RECOMMENDATION IS THEN APPROVED BY THE FOUNDATION BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THESE DOCUMENTS ARE AVAILABLE ON THE WEBSITE OR UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -93,224. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. DURING THE TAX YEAR, THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS. |
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