MID-SHORE COMMUNITY FOUNDATION INC DAF sponsor

Cite this

Plain text MID-SHORE COMMUNITY FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/mid-shore-community-foundation-inc-521782373. Retrieved 2026-10-31.

APA furp.org. (n.d.). MID-SHORE COMMUNITY FOUNDATION INC [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 31, 2026, from https://furp.org/org/mid-shore-community-foundation-inc-521782373

MLA “MID-SHORE COMMUNITY FOUNDATION INC.” furp.org, tax years 2011–2024, https://furp.org/org/mid-shore-community-foundation-inc-521782373. Accessed 31 Oct. 2026.

Retrieved 2026-10-31; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $37.5M · expenses $14.2M · assets $175.2M

EIN
52-1782373
Address
102 E DOVER STREET, EASTON, MD 21601-3059
Website
WWW.MSCF.ORG
NTEE code
T31
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
August 1992 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Donor-advised funds
Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check
ProPublica Nonprofit Explorer

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Buck Duncan PRESIDENT2017-2024 $215,766$1,358,253 1
Dr Stuart Bounds (former) DIRECTOR2011-2018 $0$113,779 8
Michael Morris (former) CHIEF FINANCIAL OFFICER2017 $86,766$86,766 1

Officers and directors, no compensation reported

76 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Tolbert Rowe DIRECTOR2021-2024 1 $0 reported 3
Linda Friday DIRECTOR2023-2024 1 $0 reported 3
Bill Christopher DIRECTOR2024 1 $0 reported 2
Heather Guerieri DIRECTOR2017-2024 1 $0 reported 2
Alice Ryan VICE CHAIRMAN2011-2024 1 $0 reported 1
Harriette Lowery DIRECTOR2021-2024 1 $0 reported 1
Aaron Gabrielian DIRECTOR2022-2024 1 $0 reported 1
Greg Meekins DIRECTOR2017-2024 1 $0 reported 1
Ruth Ann Jones DIRECTOR2022-2024 1 $0 reported 1
Bryan Matthews DIRECTOR2022-2024 1 $0 reported 1
David Nagel ASST. TREASURER2011-2024 1 $0 reported 4
Moorhead Vermilye CHAIRMAN2022-2024 2 $0 reported 2
John A Lewis DIRECTOR2011-2024 1 $0 reported 1
Rebecca Loukides DIRECTOR2018-2024 1 $0 reported 5
Jenny Rhodes DIRECTOR2018-2024 1 $0 reported 2
Tracy Tyler DIRECTOR2018-2024 1 $0 reported 4
Heather Bacher DIRECTOR2019-2024 1 $0 reported 4
Kevin Cashen DIRECTOR2019-2024 1 $0 reported 1
George Fox DIRECTOR2019-2024 1 $0 reported 1
Andrew Meehan SECRETARY2019-2024 1 $0 reported 1
Nancy Mugele DIRECTOR2022-2024 1 $0 reported 1
Brett Summers DIRECTOR2011-2024 1 $0 reported 3
Carrie Manuel TREASURER2023-2024 1 $0 reported 1
Joe Anthony DIRECTOR2017-2024 1 $0 reported 1
Joann Asparagus-Murray DIRECTOR2023-2024 1 $0 reported 1
Wayne Cole DIRECTOR2023-2024 1 $0 reported 5
Ronnie Edelman DIRECTOR2023-2024 1 $0 reported 1
Kirk Helfenbein DIRECTOR2018-2024 1 $0 reported 3
Otis Sampson DIRECTOR2023-2024 1 $0 reported 1
Joe Holt DIRECTOR2024 1 $0 reported 1
Stephanie Folarin (former) DIRECTOR2023 1 $0 reported 1
William Christopher (former) DIRECTOR2018-2023 1 $0 reported 1
Joseph L Holt (former) DIRECTOR2018-2023 1 $0 reported 1
Steve Rideout (former) DIRECTOR2022-2023 1 $0 reported 1
Stephen Folarin (former) DIRECTOR2022 1 $0 reported 1
E Jean Anthony (former) DIRECTOR2011-2022 1 $0 reported 1
Kathleen Deoudes (former) DIRECTOR2017-2022 1 $0 reported 1
Charles Lerner (former) DIRECTOR2017-2022 1 $0 reported 2
Felix Morrison (former) DIRECTOR2017-2022 1 $0 reported 1
Margaret Rennels (former) DIRECTOR2017-2022 1 $0 reported 1
Clement Hathaway (former) DIRECTOR2018-2022 1 $0 reported 1
Charles Taylor (former) DIRECTOR2021-2022 1 $0 reported 1
Ed Allen (former) DIRECTOR2017-2021 1 $0 reported 1
David Deluca (former) DIRECTOR2017-2021 1 $0 reported 1
Stephen Rideout (former) DIRECTOR2021 1 $0 reported 1
Arraminta Ware (former) DIRECTOR2017-2021 1 $0 reported 1
Sandy Mccallister (former) DIRECTOR2020-2021 1 $0 reported 1
W Moorhead Vermilye (former) CHAIRMAN2011-2020 2 $0 reported 4
Susan Chaffinch (former) DIRECTOR2017-2020 1 $0 reported 1
Kenneth Kozel (former) DIRECTOR2017-2020 1 $0 reported 1
Richard Scobey (former) DIRECTOR2017-2020 1 $0 reported 1
Mark Freestate (former) DIRECTOR2011-2018 1 $0 reported 5
William Brooks (former) DIRECTOR2017-2018 1 $0 reported 1
William Mcallister (former) DIRECTOR2017-2018 1 $0 reported 1
John Mcginnis (former) DIRECTOR2011-2018 1 $0 reported 1
Ann Jacobs (former) DIRECTOR2017 1 $0 reported 3
Richard Dick Barker (former) DIRECTOR2017 1 $0 reported 1
Janelle Buck (former) DIRECTOR2017 1 $0 reported 1
Sara Jane Davidson (former) DIRECTOR2017 1 $0 reported 1
William Boyd (former) DIRECTOR2017 1 $0 reported 1
Barbara Viniar (former) DIRECTOR2011 1 $0 reported 4
John W Dillon (former) VICE CHAIRMAN2011 2 $0 reported 2
Joseph M Anthony (former) DIRECTOR2011 1 $0 reported 1
Lloyd L Scott Beatty Jr (former) DIRECTOR2011 1 $0 reported 1
Elizabeth Brice (former) DIRECTOR2011 1 $0 reported 1
Arthur B Cecil Iii (former) DIRECTOR2011 1 $0 reported 1
Derrick W Daley (former) DIRECTOR2011 1 $0 reported 1
Wayne Howard (former) DIRECTOR2011 1 $0 reported 1
Carla Lynn Knight (former) DIRECTOR2011 1 $0 reported 1
Neil Lecompte (former) DIRECTOR2011 1 $0 reported 1
William W Sandy Mcallister (former) DIRECTOR2011 1 $0 reported 1
Keith A Mcmahan (former) DIRECTOR2011 1 $0 reported 1
R Michael S Menzies Sr (former) DIRECTOR2011 1 $0 reported 1
Margaret K Riehl (former) DIRECTOR2011 1 $0 reported 1
Hubert Wright (former) DIRECTOR2011 1 $0 reported 1
Win Trice (former) DIRECTOR2011 1 $0 reported 1

People by year

2024 · 31 people listed · 1 paid, $216K · 5 employees · 140 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BUCK DUNCAN PRESIDENT40 $215,766$0$0 $215,7661
MOORHEAD VERMILYE CHAIRMAN2 $0$0$0 $02
ALICE RYAN VICE CHAIRMAN1 $0$0$0 $01
CARRIE MANUEL TREASURER1 $0$0$0 $01
DAVID NAGEL ASST. TREASURER1 $0$0$0 $04
ANDREW MEEHAN SECRETARY1 $0$0$0 $01
JOE ANTHONY DIRECTOR1 $0$0$0 $01
JOANN ASPARAGUS-MURRAY DIRECTOR1 $0$0$0 $01
HEATHER BACHER DIRECTOR1 $0$0$0 $04
KEVIN CASHEN DIRECTOR1 $0$0$0 $01
BILL CHRISTOPHER DIRECTOR1 $0$0$0 $02
WAYNE COLE DIRECTOR1 $0$0$0 $05
RONNIE EDELMAN DIRECTOR1 $0$0$0 $01
GEORGE FOX DIRECTOR1 $0$0$0 $01
LINDA FRIDAY DIRECTOR1 $0$0$0 $03
AARON GABRIELIAN DIRECTOR1 $0$0$0 $01
HEATHER GUERIERI DIRECTOR1 $0$0$0 $02
KIRK HELFENBEIN DIRECTOR1 $0$0$0 $03
JOE HOLT DIRECTOR1 $0$0$0 $01
RUTH ANN JONES DIRECTOR1 $0$0$0 $01
JOHN A LEWIS DIRECTOR1 $0$0$0 $01
REBECCA LOUKIDES DIRECTOR1 $0$0$0 $05
HARRIETTE LOWERY DIRECTOR1 $0$0$0 $01
BRYAN MATTHEWS DIRECTOR1 $0$0$0 $01
GREG MEEKINS DIRECTOR1 $0$0$0 $01
NANCY MUGELE DIRECTOR1 $0$0$0 $01
JENNY RHODES DIRECTOR1 $0$0$0 $02
TOLBERT ROWE DIRECTOR1 $0$0$0 $03
OTIS SAMPSON DIRECTOR1 $0$0$0 $01
BRETT SUMMERS DIRECTOR1 $0$0$0 $03
TRACY TYLER DIRECTOR1 $0$0$0 $04
2023 · 33 people listed · 1 paid, $188K · 6 employees · 125 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BUCK DUNCAN PRESIDENT40 $187,943$0$0 $187,9431
HEATHER GUERIERI DIRECTOR1 $0$0$0 $02
ALICE RYAN VICE CHAIRMAN1 $0$0$0 $01
HARRIETTE LOWERY DIRECTOR1 $0$0$0 $01
AARON GABRIELIAN DIRECTOR1 $0$0$0 $01
GREG MEEKINS DIRECTOR1 $0$0$0 $01
RUTH ANN JONES DIRECTOR1 $0$0$0 $01
STEPHANIE FOLARIN DIRECTOR1 $0$0$0 $01
TOLBERT ROWE DIRECTOR1 $0$0$0 $03
BRYAN MATTHEWS DIRECTOR1 $0$0$0 $01
DAVID NAGEL ASST. TREASURER1 $0$0$0 $04
MOORHEAD VERMILYE CHAIRMAN2 $0$0$0 $02
WILLIAM CHRISTOPHER DIRECTOR1 $0$0$0 $01
JOSEPH L HOLT DIRECTOR1 $0$0$0 $01
JOHN A LEWIS DIRECTOR1 $0$0$0 $01
REBECCA LOUKIDES DIRECTOR1 $0$0$0 $05
JENNY RHODES DIRECTOR1 $0$0$0 $02
TRACY TYLER DIRECTOR1 $0$0$0 $04
HEATHER BACHER DIRECTOR1 $0$0$0 $04
KEVIN CASHEN DIRECTOR1 $0$0$0 $01
GEORGE FOX DIRECTOR1 $0$0$0 $01
ANDREW MEEHAN SECRETARY1 $0$0$0 $01
NANCY MUGELE DIRECTOR1 $0$0$0 $01
STEVE RIDEOUT DIRECTOR1 $0$0$0 $01
BRETT SUMMERS DIRECTOR1 $0$0$0 $03
CARRIE MANUEL TREASURER1 $0$0$0 $01
JOE ANTHONY DIRECTOR1 $0$0$0 $01
JOANN ASPARAGUS-MURRAY DIRECTOR1 $0$0$0 $01
WAYNE COLE DIRECTOR1 $0$0$0 $05
RONNIE EDELMAN DIRECTOR1 $0$0$0 $01
LINDA FRIDAY DIRECTOR1 $0$0$0 $03
KIRK HELFENBEIN DIRECTOR1 $0$0$0 $03
OTIS SAMPSON DIRECTOR1 $0$0$0 $01
2022 · 32 people listed · 1 paid, $170K · 6 employees · 115 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BUCK DUNCAN PRESIDENT40 $170,253$0$0 $170,2531
HEATHER GUERIERI DIRECTOR1 $0$0$0 $02
ALICE RYAN VICE CHAIRMAN1 $0$0$0 $01
HARRIETTE LOWERY DIRECTOR1 $0$0$0 $01
AARON GABRIELIAN DIRECTOR1 $0$0$0 $01
GREG MEEKINS DIRECTOR1 $0$0$0 $01
RUTH ANN JONES DIRECTOR1 $0$0$0 $01
STEPHEN FOLARIN DIRECTOR1 $0$0$0 $01
TOLBERT ROWE DIRECTOR1 $0$0$0 $03
BRYAN MATTHEWS DIRECTOR1 $0$0$0 $01
DAVID NAGEL TREASURER1 $0$0$0 $04
E JEAN ANTHONY DIRECTOR1 $0$0$0 $01
KATHLEEN DEOUDES DIRECTOR1 $0$0$0 $01
CHARLES LERNER DIRECTOR1 $0$0$0 $02
FELIX MORRISON DIRECTOR1 $0$0$0 $01
MARGARET RENNELS DIRECTOR1 $0$0$0 $01
MOORHEAD VERMILYE CHAIRMAN2 $0$0$0 $02
CLEMENT HATHAWAY DIRECTOR1 $0$0$0 $01
WILLIAM CHRISTOPHER DIRECTOR1 $0$0$0 $01
JOSEPH L HOLT DIRECTOR1 $0$0$0 $01
JOHN A LEWIS DIRECTOR1 $0$0$0 $01
REBECCA LOUKIDES DIRECTOR1 $0$0$0 $05
JENNY RHODES DIRECTOR1 $0$0$0 $02
TRACY TYLER DIRECTOR1 $0$0$0 $04
HEATHER BACHER DIRECTOR1 $0$0$0 $04
KEVIN CASHEN DIRECTOR1 $0$0$0 $01
GEORGE FOX DIRECTOR1 $0$0$0 $01
ANDREW MEEHAN SECRETARY1 $0$0$0 $01
NANCY MUGELE DIRECTOR1 $0$0$0 $01
CHARLES TAYLOR DIRECTOR1 $0$0$0 $01
STEVE RIDEOUT DIRECTOR1 $0$0$0 $01
BRETT SUMMERS DIRECTOR1 $0$0$0 $03
2021 · 30 people listed · 1 paid, $159K · 8 employees · 150 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BUCK DUNCAN PRESIDENT40 $158,844$0$0 $158,8441
HEATHER GUERIERI DIRECTOR1 $0$0$0 $02
JOE ANTHONY VICE CHAIRMAN1 $0$0$0 $01
HARRIETTE LOWERY DIRECTOR1 $0$0$0 $01
ED ALLEN DIRECTOR1 $0$0$0 $01
GREG MEEKINS DIRECTOR1 $0$0$0 $01
DAVID DELUCA DIRECTOR1 $0$0$0 $01
STEPHEN RIDEOUT DIRECTOR1 $0$0$0 $01
TOLBERT ROWE DIRECTOR1 $0$0$0 $03
ARRAMINTA WARE DIRECTOR1 $0$0$0 $01
DAVID NAGEL TREASURER1 $0$0$0 $04
E JEAN ANTHONY DIRECTOR1 $0$0$0 $01
KATHLEEN DEOUDES DIRECTOR1 $0$0$0 $01
CHARLES LERNER DIRECTOR1 $0$0$0 $02
FELIX MORRISON DIRECTOR1 $0$0$0 $01
MARGARET RENNELS DIRECTOR1 $0$0$0 $01
ALICE RYAN CHAIRMAN2 $0$0$0 $01
CLEMENT HATHAWAY DIRECTOR1 $0$0$0 $01
WILLIAM CHRISTOPHER DIRECTOR1 $0$0$0 $01
JOSEPH L HOLT DIRECTOR1 $0$0$0 $01
JOHN A LEWIS DIRECTOR1 $0$0$0 $01
REBECCA LOUKIDES DIRECTOR1 $0$0$0 $05
JENNY RHODES DIRECTOR1 $0$0$0 $02
TRACY TYLER DIRECTOR1 $0$0$0 $04
HEATHER BACHER DIRECTOR1 $0$0$0 $04
KEVIN CASHEN DIRECTOR1 $0$0$0 $01
GEORGE FOX DIRECTOR1 $0$0$0 $01
ANDREW MEEHAN SECRETARY1 $0$0$0 $01
SANDY MCCALLISTER DIRECTOR1 $0$0$0 $01
CHARLES TAYLOR DIRECTOR1 $0$0$0 $01
2020 · 29 people listed · 1 paid, $159K · 13 employees · 130 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BUCK DUNCAN PRESIDENT40 $158,695$0$0 $158,6951
W MOORHEAD VERMILYE CHAIRMAN2 $0$0$0 $04
JOE ANTHONY DIRECTOR2 $0$0$0 $01
BRETT SUMMERS SECRETARY1 $0$0$0 $03
ED ALLEN DIRECTOR1 $0$0$0 $01
SUSAN CHAFFINCH DIRECTOR1 $0$0$0 $01
DAVID DELUCA DIRECTOR1 $0$0$0 $01
KENNETH KOZEL DIRECTOR1 $0$0$0 $01
RICHARD SCOBEY DIRECTOR1 $0$0$0 $01
ARRAMINTA WARE DIRECTOR1 $0$0$0 $01
DAVID NAGEL TREASURER1 $0$0$0 $04
E JEAN ANTHONY DIRECTOR1 $0$0$0 $01
KATHLEEN DEOUDES DIRECTOR1 $0$0$0 $01
CHARLES LERNER DIRECTOR1 $0$0$0 $02
FELIX MORRISON DIRECTOR1 $0$0$0 $01
MARGARET RENNELS DIRECTOR1 $0$0$0 $01
ALICE RYAN VICE CHAIRMAN1 $0$0$0 $01
CLEMENT HATHAWAY DIRECTOR1 $0$0$0 $01
WILLIAM CHRISTOPHER DIRECTOR1 $0$0$0 $01
JOSEPH L HOLT DIRECTOR1 $0$0$0 $01
JOHN A LEWIS DIRECTOR1 $0$0$0 $01
REBECCA LOUKIDES DIRECTOR1 $0$0$0 $05
JENNY RHODES DIRECTOR1 $0$0$0 $02
TRACY TYLER DIRECTOR1 $0$0$0 $04
HEATHER BACHER DIRECTOR1 $0$0$0 $04
KEVIN CASHEN DIRECTOR1 $0$0$0 $01
GEORGE FOX DIRECTOR1 $0$0$0 $01
ANDREW MEEHAN DIRECTOR1 $0$0$0 $01
SANDY MCCALLISTER DIRECTOR1 $0$0$0 $01
2019 · 28 people listed · 1 paid, $148K · 12 employees · 120 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BUCK DUNCAN PRESIDENT40 $148,272$0$0 $148,2721
W MOORHEAD VERMILYE CHAIRMAN2 $0$0$0 $04
JOE ANTHONY DIRECTOR2 $0$0$0 $01
BRETT SUMMERS SECRETARY1 $0$0$0 $03
ED ALLEN DIRECTOR1 $0$0$0 $01
SUSAN CHAFFINCH DIRECTOR1 $0$0$0 $01
DAVID DELUCA DIRECTOR1 $0$0$0 $01
KENNETH KOZEL DIRECTOR1 $0$0$0 $01
RICHARD SCOBEY DIRECTOR1 $0$0$0 $01
ARRAMINTA WARE DIRECTOR1 $0$0$0 $01
DAVID NAGEL TREASURER1 $0$0$0 $04
E JEAN ANTHONY DIRECTOR1 $0$0$0 $01
KATHLEEN DEOUDES DIRECTOR1 $0$0$0 $01
CHARLES LERNER DIRECTOR1 $0$0$0 $02
FELIX MORRISON DIRECTOR1 $0$0$0 $01
MARGARET RENNELS DIRECTOR1 $0$0$0 $01
ALICE RYAN VICE CHAIRMAN1 $0$0$0 $01
CLEMENT HATHAWAY DIRECTOR1 $0$0$0 $01
WILLIAM CHRISTOPHER DIRECTOR1 $0$0$0 $01
JOSEPH L HOLT DIRECTOR1 $0$0$0 $01
JOHN A LEWIS DIRECTOR1 $0$0$0 $01
REBECCA LOUKIDES DIRECTOR1 $0$0$0 $05
JENNY RHODES DIRECTOR1 $0$0$0 $02
TRACY TYLER DIRECTOR1 $0$0$0 $04
HEATHER BACHER DIRECTOR1 $0$0$0 $04
KEVIN CASHEN DIRECTOR1 $0$0$0 $01
GEORGE FOX DIRECTOR1 $0$0$0 $01
ANDREW MEEHAN DIRECTOR1 $0$0$0 $01
2018 · 31 people listed · 1 paid, $160K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BUCK DUNCAN PRESIDENT40 $141,186$0$19,298 $160,4841
STUART M BOUNDS DIRECTOR1 $0$0$0 $08
W MOORHEAD VERMILYE CHAIRMAN OF THE BOARD2 $0$0$0 $04
JOE ANTHONY DIRECTOR2 $0$0$0 $01
BRETT SUMMERS SECRETARY1 $0$0$0 $03
WILLIAM BROOKS DIRECTOR1 $0$0$0 $01
HEATHER GUERIERI DIRECTOR1 $0$0$0 $02
ED ALLEN DIRECTOR1 $0$0$0 $01
SUSAN CHAFFINCH DIRECTOR1 $0$0$0 $01
DAVID DELUCA DIRECTOR1 $0$0$0 $01
KENNETH KOZEL DIRECTOR1 $0$0$0 $01
WILLIAM MCALLISTER DIRECTOR1 $0$0$0 $01
RICHARD SCOBEY DIRECTOR1 $0$0$0 $01
ARRAMINTA WARE DIRECTOR1 $0$0$0 $01
DAVID NAGEL TREASURER1 $0$0$0 $04
E JEAN ANTHONY DIRECTOR1 $0$0$0 $01
KATHLEEN DEOUDES DIRECTOR1 $0$0$0 $01
MARK FREESTATE DIRECTOR1 $0$0$0 $05
CHARLES LERNER DIRECTOR1 $0$0$0 $02
JOHN MCGINNIS DIRECTOR1 $0$0$0 $01
FELIX MORRISON DIRECTOR1 $0$0$0 $01
MARGARET RENNELS DIRECTOR1 $0$0$0 $01
ALICE RYAN VICE CHAIR OF THE BOARD1 $0$0$0 $01
CLEMENT HATHAWAY DIRECTOR1 $0$0$0 $01
KIRK HELFENBEIN DIRECTOR1 $0$0$0 $03
WILLIAM CHRISTOPHER DIRECTOR1 $0$0$0 $01
JOSEPH L HOLT DIRECTOR1 $0$0$0 $01
JOHN A LEWIS DIRECTOR1 $0$0$0 $01
REBECCA LOUKIDES DIRECTOR1 $0$0$0 $05
JENNY RHODES DIRECTOR1 $0$0$0 $02
TRACY TYLER DIRECTOR1 $0$0$0 $04
2017 · 29 people listed · 2 paid, $245K · 8 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BUCK DUNCAN PRESIDENT40 $138,827$0$19,169 $157,9961
MICHAEL MORRIS CHIEF FINANCIAL OFFICER40 $81,090$0$5,676 $86,7661
STUART M BOUNDS DIRECTOR1 $0$0$0 $08
W MOORHEAD VERMILYE CHAIRMAN OF THE BOARD2 $0$0$0 $04
JOE ANTHONY DIRECTOR2 $0$0$0 $01
BRETT SUMMERS SECRETARY1 $0$0$0 $03
RICHARD DICK BARKER DIRECTOR1 $0$0$0 $01
JANELLE BUCK DIRECTOR1 $0$0$0 $01
SARA JANE DAVIDSON DIRECTOR1 $0$0$0 $01
ANN JACOBS DIRECTOR1 $0$0$0 $03
GREG MEEKINS DIRECTOR1 $0$0$0 $01
WILLIAM BILL BROOKS DIRECTOR1 $0$0$0 $01
HEATHER GUERIERI DIRECTOR1 $0$0$0 $02
ED ALLEN DIRECTOR1 $0$0$0 $01
SUSAN CHAFFINCH DIRECTOR1 $0$0$0 $01
DAVID DELUCA DIRECTOR1 $0$0$0 $01
KENNETH KEN KOZEL DIRECTOR1 $0$0$0 $01
WILLIAM SANDY MCALLISTER DIRECTOR1 $0$0$0 $01
RICHARD SCOBEY DIRECTOR1 $0$0$0 $01
ARRAMINTA WARE DIRECTOR1 $0$0$0 $01
WILLIAM BOYD DIRECTOR1 $0$0$0 $01
DAVID NAGEL TREASURER2 $0$0$0 $04
E JEAN ANTHONY DIRECTOR1 $0$0$0 $01
KATHLEEN DEOUDES DIRECTOR1 $0$0$0 $01
MARK FREESTATE DIRECTOR1 $0$0$0 $05
CHARLES LERNER DIRECTOR1 $0$0$0 $02
JOHN MCGINNIS DIRECTOR1 $0$0$0 $01
FELIX MORRISON DIRECTOR1 $0$0$0 $01
MARGARET RENNELS DIRECTOR1 $0$0$0 $01
2011 · 25 people listed · 1 paid, $114K · 9 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STUART M BOUNDS PRESIDENT40 $91,200$0$22,579 $113,7798
W MOORHEAD VERMILYE CHAIRMAN OF THE BOARD2 $0$0$0 $04
JOHN W DILLON VICE CHAIRMAN2 $0$0$0 $02
DAVID B NAGEL TREASURER2 $0$0$0 $04
BRETT SUMMERS SECRETARY1 $0$0$0 $03
JOSEPH M ANTHONY DIRECTOR1 $0$0$0 $01
LLOYD L SCOTT BEATTY JR DIRECTOR1 $0$0$0 $01
E JEAN ANTHONY DIRECTOR1 $0$0$0 $01
ELIZABETH BRICE DIRECTOR1 $0$0$0 $01
ARTHUR B CECIL III DIRECTOR1 $0$0$0 $01
DERRICK W DALEY DIRECTOR1 $0$0$0 $01
ALICE R RYAN DIRECTOR1 $0$0$0 $01
WAYNE HOWARD DIRECTOR1 $0$0$0 $01
CARLA LYNN KNIGHT DIRECTOR1 $0$0$0 $01
NEIL LECOMPTE DIRECTOR1 $0$0$0 $01
WILLIAM W SANDY MCALLISTER DIRECTOR1 $0$0$0 $01
JOHN MCGINNIS DIRECTOR1 $0$0$0 $01
KEITH A MCMAHAN DIRECTOR1 $0$0$0 $01
R MICHAEL S MENZIES SR DIRECTOR1 $0$0$0 $01
MARGARET K RIEHL DIRECTOR1 $0$0$0 $01
HUBERT WRIGHT DIRECTOR1 $0$0$0 $01
DR BARBARA A VINIAR DIRECTOR1 $0$0$0 $04
MARK M FREESTATE DIRECTOR1 $0$0$0 $05
WIN TRICE DIRECTOR1 $0$0$0 $01
JOHN A LEWIS DIRECTOR1 $0$0$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $154K
NameLocationServicePaid
MASON INVESTMENT ADVISORY SERVICES INCRESTON, VAINVESTMENT SERVICES$153,967
2023 · 1 contractor · $133K
NameLocationServicePaid
MASON INVESTMENT ADVISORY SERVICES INCRESTON, VAINVESTMENT SERVICES$133,433
2022 · 1 contractor · $124K
NameLocationServicePaid
THE MASON COMPANIESRESTON, VAINVESTMENT SERVICES$123,718
2021 · 1 contractor · $130K
NameLocationServicePaid
THE MASON COMPANIESRESTON, VAINVESTMENT SERVICES$129,537
2020 · 1 contractor · $118K
NameLocationServicePaid
THE MASON COMPANIESRESTON, VAINVESTMENT SERVICES$117,547
2018 · 1 contractor · $113K
NameLocationServicePaid
MORGAN STANLEYEASTON, MDINVESTMENT MANAGEMEMT$113,375
2017 · 1 contractor · $106K
NameLocationServicePaid
MORGAN STANLEYEASTON, MDINVESTMENT MANAGEMEMT$105,756

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 158 grants to organizations · $8.9M

Listed grants add up to $8,917,656; the return's “grants paid” expense line says $10,748,403. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 140 grants to organizations · $5.5M

Listed grants add up to $5,540,439; the return's “grants paid” expense line says $7,456,451. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 114 grants to organizations · $4.6M

Listed grants add up to $4,646,345; the return's “grants paid” expense line says $6,047,169. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 119 grants to organizations · $4.5M

Listed grants add up to $4,529,743; the return's “grants paid” expense line says $6,798,832. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 151 grants to organizations · $4.1M

Listed grants add up to $4,099,268; the return's “grants paid” expense line says $5,460,071. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 129 grants to organizations · $3.2M

Listed grants add up to $3,174,349; the return's “grants paid” expense line says $4,440,160. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 119 grants to organizations · $2.5M

Listed grants add up to $2,490,239; the return's “grants paid” expense line says $3,714,513. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 87 grants to organizations · $2.4M

Listed grants add up to $2,371,524; the return's “grants paid” expense line says $3,518,818. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 2 grants to organizations · $1.1M

Listed grants add up to $1,072,286; the return's “grants paid” expense line says $1,089,144. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$37,531,673$14,238,836 $175,151,071$157,536,120 $29,915,685$0 $215,7665140
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$18,123,047$10,357,075 $137,299,060$124,798,181 $9,740,136$0 $187,9436125
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$13,020,459$8,739,699 $122,854,685$112,004,859 $6,460,045$0 $170,2536115
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$16,043,692$9,594,335 $114,429,122$103,834,733 $11,863,794$0 $158,8448150
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$15,563,573$7,560,756 $125,001,314$115,229,677 $4,238,357$0 $158,69513130
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$12,327,953$7,149,548 $94,649,390$86,473,674 $9,437,393$0 $148,27212120
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$8,082,476$5,898,904 $93,393,955$81,152,367 $5,647,286$0 $141,18600
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$16,368,275$5,422,870 $84,188,738$76,985,312 $12,378,935$0 $219,91780
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$5,154,071$2,141,791 $41,109,757$37,534,565 $4,252,576$0 $91,200950

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

75 grantors reported grants to this organization, $4,501,727 in all, tax years 2010 to 2025; the 25 largest shown (all 75). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2016-2024 9$806,770 2024$393,220
show
FORGOOD INC DAF sponsor Exact 2014-2024 11$463,783 2024$15,378
show
TR UW CATHERINE B LINTHICUM Private foundation Fuzzy filed as “MID-SHORE COMMUNITY FOUNDATION” 2023-2024 2$459,477 2024$443,788
show
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor Exact 2014, 2020, 2022-2024 5$451,250 2024$100,000
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2018-2024 7$300,535 2024$91,850
show
AMERICAN ACADEMY OF ADDICTION PSYCHIATRY Public charity Exact 2017-2024 8$261,181 2024$28,436
show
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor Exact 2016, 2020, 2024 3$215,000 2024$5,000
show
CLIFTON FOUNDATION INC Private foundation Fuzzy filed as “MID-SHORE COMMUNITY FOUNDATION” 2011-2013, 2020-2021, 2024 6$189,735 2024$83,675
show
CLARK CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “MID SHORE COMMUNITY FOUNDATION INC” 2020-2022 6$185,000 2022$25,000
show
DOCK STREET FOUNDATION Private foundation Fuzzy filed as “Mid-Shore Community Foundation”, “MID-SHORE COMMUNITY FOUNDATION” 2012, 2020-2025 7$152,762 2025$47,500
show
SHARE OUR STRENGTH Public charity Exact 2020-2023 4$136,270 2023$80,900
show
THE RAYMOND FRANKEL FOUNDATION Private foundation Fuzzy filed as “MID SHORE COMMUNITY FOUNDATION” 2019-2020, 2022-2025 6$65,500 2025$2,500
show
LLANDAFF FAM TRUA 060800 Private foundation Fuzzy filed as “MID SHORE COMMUNITY FOUNDATION” 2014-2025 12$61,250 2025$3,500
show
NATIONAL PHILANTHROPIC TR DAF sponsor Exact 2016, 2021-2024 5$55,500 2024$17,750
show
GRAYCE B KERR FUND Private foundation Fuzzy filed as “MID-SHORE COMMUNITY FOUNDATION” 2020-2024 5$51,800 2024$5,100
show
COLUMBUS FOUNDATION DAF sponsor Exact 2021 2$50,182 2021$50,182
show
NATHAN FOUNDATION INC Private foundation Fuzzy filed as “MID-SHORE COMMUNITY FOUNDATION INC” 2020-2024 5$50,000 2024$8,000
show
MARYLAND HUMANITIES COUNCIL INC Public charity Exact 2020, 2022-2023 4$40,000 2023$20,000
show
RYAN-RICHTSMEIER CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “MID-SHORE COMMUNITY FOUNDATION” 2022 1$40,000 2022$40,000
show
RICHARD & PEGGY GREENFIELD FOUNDATION Private foundation Fuzzy filed as “MID-SHORE COMMUNITY FOUNDATION” 2020-2022, 2024-2025 5$28,000 2025$7,500
show
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor Exact 2023-2025 3$26,667 2025$10,115
show
ROBERT WOOD JOHNSON FOUNDATION Private foundation Fuzzy filed as “MID-SHORE COMMUNITY FOUNDATION INC” 2019-2022 4$26,000 2022$5,000
show
SALMON FOUNDATION INC Private foundation Fuzzy filed as “MID-SHORE COMMUNITY FOUNDATION” 2021 1$25,000 2021$25,000
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THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL DAF sponsor Exact 2022 1$20,000 2022$20,000
show
VAN STRUM FOUNDATION Private foundation Fuzzy filed as “MID-SHORE COMMUNITY FOUNDATION” 2020, 2025 2$17,000 2025$5,000
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BALTIMORE COMMUNITY FOUNDATION INCMDT31 $60,559,630$37,455,302 PRESIDENT & CEO$337,197 Same NTEE code T31, revenue within 2x, same state, similar name
COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INCORPORATEDMDT31 $23,558,636$12,812,566 PRESIDENT & CEO$260,038 Same NTEE code T31, revenue within 2x, same state, similar mission
LAKESHORE COMMUNITY FOUNDATION INCWIT31 $26,474,338$3,657,101 CHIEF EXECUTIVE OFFICER$199,734 Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF THE OZARKS INCMOT31 $57,399,016$35,217,535 PRESIDENT & CEO$277,366 Same NTEE code T31, revenue within 2x, similar mission
IDAHO COMMUNITY FOUNDATION INCIDT31 $38,904,382$17,384,786 PRESIDENT & CEO$237,123 Same NTEE code T31, revenue within 2x, similar name
CHESTER COUNTY COMMUNITY FOUNDATION INCPAT31 $21,125,233$8,863,509 PRESIDENT/CEO$251,085 Same NTEE code T31, revenue within 2x, similar name
BERKS COUNTY COMMUNITY FOUNDATION INCPAT31 $20,663,393$9,112,365 PRESIDENT$327,487 Same NTEE code T31, revenue within 2x, similar name
WESTERN COLORADO COMMUNITY FOUNDATION INCCOT31 $19,127,571$12,535,569 CEO/PRESIDENT$242,077 Same NTEE code T31, revenue within 2x, similar name
GIVEWELL COMMUNITY FOUNDATION INCFLT31 $63,733,787$65,970,905 PRESIDENT/CE$196,547 Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INCINT31 $61,343,123$30,069,922 President/CEO$330,228 Same NTEE code T31, revenue within 2x, similar name
DUPAGE COMMUNITY FOUNDATIONILT31 $32,326,685$20,623,260 PRESIDENT & CEO$241,434 Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION ALLIANCE INCINT31 $23,051,770$12,404,634 CEO/SECRETARY$213,479 Same NTEE code T31, revenue within 2x, similar name
THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INCMAT31 $25,442,434$21,373,096 PRESIDENT & CEO, EFF. 9/2024$212,546 Same NTEE code T31, revenue within 2x, similar name
HAMILTON COMMUNITY FOUNDATION INCOHT31 $31,562,395$11,820,167 PRESIDENT/CE$208,740 Same NTEE code T31, revenue within 2x, similar name
STARK COMMUNITY FOUNDATION INCOHT31 $38,502,904$22,042,441 PRESIDENT$317,284 Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF BROWARD INCFLT31 $55,146,534$25,403,498 CEO/PRESIDENT$423,704 Same NTEE code T31, revenue within 2x, similar name
DOUGLAS COUNTY COMMUNITY FOUNDATIONKST31 $21,117,430$11,509,991 EXECUTIVE DI$182,183 Same NTEE code T31, revenue within 2x, similar name
BLUE GRASS COMMUNITY FOUNDATION INCKYT31 $64,287,841$34,010,126 PRESIDENT/CEO$295,972 Same NTEE code T31, revenue within 2x, similar name
NEVADA COMMUNITY FOUNDATION INCNVT31 $36,650,798$20,540,529 PRESIDENT AN$368,795 Same NTEE code T31, revenue within 2x, similar name
ERIE COMMUNITY FOUNDATIONPAT31 $39,773,154$31,907,860 PRESIDENT$322,041 Same NTEE code T31, revenue within 2x, similar name
MUSKEGON COUNTY COMMUNITY FOUNDATIONMIT31 $19,355,546$18,129,065 SECRETARY/PRESIDENT$199,484 Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF THE LOWCOUNTRY INCSCT31 $19,029,339$16,501,885 President and CEO$294,712 Same NTEE code T31, revenue within 2x, similar name
ADIRONDACK COMMUNITY FOUNDATION INCNYT31 $21,594,091$12,846,663 PRESIDENT & CEO$180,726 Same NTEE code T31, revenue within 2x, similar name
MARQUETTE COMMUNITY FOUNDATIONMIT31 $39,513,367$2,932,980 CEO$118,924 Same NTEE code T31, revenue within 2x, similar name
SIOUX FALLS AREA COMMUNITY FOUNDATION INCSDT31 $50,631,506$41,427,307 PRESIDENT/CEO$246,175 Same NTEE code T31, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$164,422,324678 992016–2024 WALKER AREA COMMUNITY FOUNDATION; BALTIMORE COMMUNITY FOUNDATION INC; VERMONT COMMUNITY FOUNDATION; ASPEN COMMUNITY FOUNDATION and 95 more
GREATER HORIZONS DAF sponsor$132,565,80433 122010–2024 THE COMMUNITY FOUNDATION; NEVADA COMMUNITY FOUNDATION INC; COMMUNITY FOUNDATION OF ACADIANA; HUTCHINSON COMMUNITY FOUNDATION and 8 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$131,613,04795 212010–2024 COMMUNITY FOUNDATION SANTA CRUZ COUNTY; YAMPA VALLEY COMMUNITY FOUNDATION; EAST BAY COMMUNITY FOUNDATION; WHITEFISH COMMUNITY FOUNDATION INC and 17 more
THE RALPH C WILSON JR FOUNDATION Private foundation$107,664,350101 32020–2024 COMMUNITY FOUNDATION FOR GREATER BUFFALO INC; ANN ARBOR AREA COMMUNITY FOUNDATION; GRAND RAPIDS COMMUNITY FOUNDATION
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$73,507,510611 922014–2024 WHITEFISH COMMUNITY FOUNDATION INC; GULF COAST COMMUNITY FOUNDATION INC; BALTIMORE COMMUNITY FOUNDATION INC; EAST BAY COMMUNITY FOUNDATION and 88 more
NATIONAL PHILANTHROPIC TR funds this one DAF sponsor$73,083,152245 672014–2024 GREATER TACOMA COMMUNITY FOUNDATION; YAMPA VALLEY COMMUNITY FOUNDATION; COMMUNITY FOUNDATION OF ACADIANA; COMMUNITY FOUNDATION FOR GREATER BUFFALO INC and 63 more
W K KELLOGG FOUNDATION Private foundation$59,281,746237 222009–2024 SANTA FE COMMUNITY FOUNDATION; GRAND RAPIDS COMMUNITY FOUNDATION; NEW MEXICO COMMUNITY FOUNDATION; KALAMAZOO COMMUNITY FOUNDATION and 18 more
HERBERT SIMON FAMILY FOUNDATION Private foundation$52,812,2067 12020–2024 CENTRAL INDIANA COMMUNITY FOUNDATION INC
MUNGER CHARITABLE TR NUMBER THREE Private foundation$52,671,5874 12024–2025 PASADENA COMMUNITY FOUNDATION
LILLY ENDOWMENT INC Private foundation$42,390,35019 42011–2025 LEGACY FOUNDATION INC; COMMUNITY FOUNDATION OF THE OZARKS INC; COMMUNITY FOUNDATION ALLIANCE INC; CENTRAL INDIANA COMMUNITY FOUNDATION INC
ALAN J ARNOLD MD CHARITABLE FOUNDATION Private foundation$34,303,0132 12022–2023 NEVADA COMMUNITY FOUNDATION INC
TIGER BARON FOUNDATION INC Private foundation$32,502,2685 12015–2024 VERMONT COMMUNITY FOUNDATION
RASMUSON FOUNDATION Private foundation$32,065,963285 12012–2024 ALASKA COMMUNITY FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM funds this one DAF sponsor$28,717,226212 702020–2024 CENTRAL INDIANA COMMUNITY FOUNDATION INC; YORK COUNTY COMMUNITY FOUNDATION; FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC; GREATER GREEN BAY COMMUNITY FOUNDATION INC and 66 more
SAN FRANCISCO FOUNDATION DAF sponsor$28,510,14645 102010–2024 EAST BAY COMMUNITY FOUNDATION; SONOMA COUNTY COMMUNITY FOUNDATION; SACRAMENTO REGION COMMUNITY FOUNDATION; DELAWARE COMMUNITY FOUNDATION and 6 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $14,238,836 spent · pay $853,815 · grants $10,748,403 · events $43,475
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $8,951,929$8,951,929-- 62.9%
Grants to US individuals $1,795,574$1,795,574-- 12.6%
Other (as described)FUND EXPENSES $1,739,540$1,739,540-- 12.2%
Other salaries and wages $689,291$3,500$514,343$171,448 4.8%
Fees: investment management $410,825-$410,825- 2.9%
Fees: other services $168,176-$168,176- 1.2%
Information technology $80,064-$80,064- 0.6%
Other employee benefits $74,962-$56,222$18,740 0.5%
Occupancy $63,337-$63,337- 0.4%
Payroll taxes $47,143$64$35,309$11,770 0.3%
Conferences, conventions and meetings $43,475-$39,030$4,445 0.3%
Pension plan contributions $42,419-$31,814$10,605 0.3%
Fees: accounting $29,195-$29,195- 0.2%
Other (as described)MEMBERSHIP, SUBSCRIPTIO $28,702-$21,527$7,175 0.2%
Office expenses $24,221-$21,799$2,422 0.2%
Other (as described)OTHER EXPENSES $19,044$7,643$11,401- 0.1%
Insurance $13,631-$13,631- 0.1%
Advertising and promotion $9,390-$4,695$4,695 0.1%
Other (as described)EQUIPMENT RENTAL $4,918-$4,918- 0.0%
Travel $1,601-$801$800 0.0%
Grants outside the US $900$900-- 0.0%
Depreciation and depletion $499-$499- 0.0%
Total$14,238,836100%

View the filing

2023 · Form 990 · $10,357,075 spent · pay $744,845 · grants $7,456,451 · events $52,838
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $5,922,369$5,922,369-- 57.2%
Grants to US individuals $1,509,082$1,509,082-- 14.6%
Other (as described)FUND EXPENSES $1,433,342$1,433,342-- 13.8%
Other salaries and wages $591,992-$443,994$147,998 5.7%
Fees: investment management $307,263-$307,263- 3.0%
Fees: other services $133,433-$133,433- 1.3%
Information technology $85,101-$85,101- 0.8%
Other employee benefits $78,776-$59,082$19,694 0.8%
Conferences, conventions and meetings $52,838-$46,783$6,055 0.5%
Payroll taxes $42,818-$32,113$10,705 0.4%
Occupancy $39,965-$39,965- 0.4%
Pension plan contributions $31,259-$23,444$7,815 0.3%
Other (as described)MEMBERSHIP, SUBSCRIPTIO $25,102-$18,826$6,276 0.2%
Grants outside the US $25,000$25,000-- 0.2%
Office expenses $20,187-$18,168$2,019 0.2%
Other (as described)OTHER EXPENSES $18,639-$18,639- 0.2%
Insurance $13,658-$13,658- 0.1%
Advertising and promotion $10,451-$5,225$5,226 0.1%
Fees: accounting $5,979-$5,979- 0.1%
Other (as described)EQUIPMENT RENTAL $4,856-$4,856- 0.0%
Travel $3,550-$1,775$1,775 0.0%
Depreciation and depletion $1,415-$1,415- 0.0%
Total$10,357,075100%

View the filing

2022 · Form 990 · $8,739,699 spent · pay $602,826 · grants $6,047,169 · events $35,562
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,785,443$4,785,443-- 54.8%
Other (as described)FUND EXPENSES $1,300,533$1,300,533-- 14.9%
Grants to US individuals $1,236,726$1,236,726-- 14.2%
Other salaries and wages $458,150-$343,613$114,537 5.2%
Fees: investment management $315,068-$315,068- 3.6%
Information technology $148,455-$148,455- 1.7%
Fees: other services $123,718-$123,718- 1.4%
Other employee benefits $75,398-$56,548$18,850 0.9%
Occupancy $51,725-$51,725- 0.6%
Payroll taxes $35,852-$26,889$8,963 0.4%
Conferences, conventions and meetings $35,562-$27,407$8,155 0.4%
Pension plan contributions $33,426-$25,070$8,356 0.4%
Fees: accounting $29,805-$29,805- 0.3%
Other (as described)MEMBERSHIP, SUBSCRIPTIO $27,680-$20,760$6,920 0.3%
Grants outside the US $25,000$25,000-- 0.3%
Office expenses $20,051-$18,046$2,005 0.2%
Insurance $12,509-$12,509- 0.1%
Advertising and promotion $11,351-$5,676$5,675 0.1%
Other (as described)OTHER EXPENSES $5,665-$5,665- 0.1%
Other (as described)EQUIPMENT RENTAL $4,634-$4,634- 0.1%
Depreciation and depletion $1,744-$1,744- 0.0%
Travel $1,204-$602$602 0.0%
Total$8,739,699100%

View the filing

2021 · Form 990 · $9,594,335 spent · pay $607,450 · grants $6,798,832 · events $26,788
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $5,369,509$5,369,509-- 56.0%
Other (as described)FUND EXPENSES $1,409,116$1,409,116-- 14.7%
Grants to US individuals $1,404,323$1,404,323-- 14.6%
Other salaries and wages $465,207-$348,905$116,302 4.8%
Fees: investment management $369,802-$369,802- 3.9%
Fees: other services $129,537-$129,537- 1.4%
Information technology $80,159-$80,159- 0.8%
Other employee benefits $75,788-$56,841$18,947 0.8%
Occupancy $60,369-$60,369- 0.6%
Payroll taxes $35,177-$26,383$8,794 0.4%
Pension plan contributions $31,278-$23,458$7,820 0.3%
Fees: accounting $30,025-$30,025- 0.3%
Conferences, conventions and meetings $26,788-$14,163$12,625 0.3%
Grants outside the US $25,000$25,000-- 0.3%
Office expenses $24,813-$22,332$2,481 0.3%
Other (as described)MEMBERSHIP, SUBSCRIPTIO $24,356-$18,267$6,089 0.3%
Other (as described)OTHER EXPENSES $10,016-$10,016- 0.1%
Advertising and promotion $9,914-$4,957$4,957 0.1%
Insurance $5,394-$5,394- 0.1%
Other (as described)EQUIPMENT RENTAL $4,554-$4,554- 0.0%
Depreciation and depletion $1,792-$1,792- 0.0%
Travel $1,418-$709$709 0.0%
Total$9,594,335100%

View the filing

2020 · Form 990 · $7,560,756 spent · pay $600,364 · grants $5,460,071 · events $33,052
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,528,613$4,528,613-- 59.9%
Grants to US individuals $906,458$906,458-- 12.0%
Other (as described)FUND EXPENSES $862,060$862,060-- 11.4%
Fees: investment management $323,284-$323,284- 4.3%
Other salaries and wages $309,715-$181,652$128,063 4.1%
Pay: officers, directors, trustees, key employees $158,695-$158,695- 2.1%
Fees: other services $108,670-$108,670- 1.4%
Other employee benefits $68,433-$64,604$3,829 0.9%
Occupancy $40,203-$40,203- 0.5%
Payroll taxes $33,331-$24,179$9,152 0.4%
Conferences, conventions and meetings $33,052-$23,560$9,492 0.4%
Pension plan contributions $30,190-$22,670$7,520 0.4%
Fees: accounting $28,569-$28,569- 0.4%
Information technology $26,601-$26,601- 0.4%
Grants outside the US $25,000$25,000-- 0.3%
Office expenses $23,114-$21,215$1,899 0.3%
Other (as described)MEMBERSHIP, SUBSCRIPTIO $22,713-$17,966$4,747 0.3%
Advertising and promotion $8,437-$4,032$4,405 0.1%
Insurance $7,503-$7,503- 0.1%
Other (as described)UTILITIES $5,981-$5,981- 0.1%
Other (as described)EQUIPMENT RENTAL $4,524-$4,524- 0.1%
All other expenses $3,624-$3,624- 0.0%
Travel $1,986-$1,115$871 0.0%
Total$7,560,756100%

View the filing

2019 · Form 990 · $7,149,548 spent · pay $589,561 · grants $4,440,160 · events $36,084
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,462,558$3,462,558-- 48.4%
Other (as described)FUND EXPENSES $1,526,276$1,526,276-- 21.3%
Grants to US individuals $957,602$957,602-- 13.4%
Other salaries and wages $460,173-$334,362$125,811 6.4%
Fees: investment management $286,711-$286,711- 4.0%
Information technology $72,808-$72,808- 1.0%
Other employee benefits $55,144-$52,058$3,086 0.8%
Fees: other services $51,848-$51,848- 0.7%
Occupancy $39,765-$39,765- 0.6%
Pension plan contributions $39,057-$29,328$9,729 0.5%
Conferences, conventions and meetings $36,084-$26,777$9,307 0.5%
Payroll taxes $35,187-$25,525$9,662 0.5%
Fees: accounting $34,674-$34,674- 0.5%
Office expenses $24,787-$22,751$2,036 0.3%
Other (as described)MEMBERSHIP, SUBSCRIPTIO $24,653-$19,500$5,153 0.3%
Grants outside the US $20,000$20,000-- 0.3%
Advertising and promotion $7,753-$3,945$3,808 0.1%
Other (as described)EQUIPMENT RENTAL $5,500-$5,500- 0.1%
Other (as described)OTHER EXPENSES $3,836-$3,836- 0.1%
Insurance $3,294-$3,294- 0.0%
Travel $1,838-$1,032$806 0.0%
Total$7,149,548100%

View the filing

2018 · Form 990 · $5,898,904 spent · pay $527,926 · grants $3,714,513 · events $55,418
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,856,354$2,856,354-- 48.4%
Other (as described)FUND EXPENSES $1,150,108$1,150,108-- 19.5%
Grants to US individuals $838,159$838,159-- 14.2%
Other salaries and wages $428,348-$311,238$117,110 7.3%
Fees: investment management $245,976-$245,976- 4.2%
Information technology $56,067-$56,067- 1.0%
Conferences, conventions and meetings $55,418-$41,493$13,925 0.9%
Occupancy $43,962-$43,962- 0.7%
Other employee benefits $35,740-$33,740$2,000 0.6%
Payroll taxes $32,628-$23,669$8,959 0.6%
Pension plan contributions $31,210-$23,436$7,774 0.5%
Other (as described)MEMBERSHIPS, SUBSCRIPTI $27,098-$21,434$5,664 0.5%
Fees: accounting $22,900-$22,900- 0.4%
Grants outside the US $20,000$20,000-- 0.3%
Office expenses $16,553-$13,310$3,243 0.3%
Other (as described)GRANTS EXPENSE - ACCRUA $13,495$13,495-- 0.2%
All other expenses $8,986-$8,452$534 0.2%
Other (as described)EQUIPMENT RENTAL $4,734-$4,734- 0.1%
Travel $3,384-$1,692$1,692 0.1%
Advertising and promotion $3,347-$1,673$1,674 0.1%
Insurance $3,164-$3,164- 0.1%
Depreciation and depletion $1,273-$1,273- 0.0%
Total$5,898,904100%

View the filing

2017 · Form 990 · $5,422,870 spent · pay $477,290 · grants $3,518,818 · events $47,718
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,012,620$3,012,620-- 55.6%
Other (as described)FUND EXPENSES $967,875$967,875-- 17.8%
Grants to US individuals $484,198$484,198-- 8.9%
Other salaries and wages $383,561-$272,499$111,062 7.1%
Fees: investment management $203,806-$203,806- 3.8%
Other (as described)EQUIPMENT AND SOFTWARE $59,221-$59,221- 1.1%
Other (as described) EventSEMINARS/EVENTS/CATERIN $47,718-$40,560$7,158 0.9%
Occupancy $42,471-$42,471- 0.8%
Other employee benefits $36,447-$34,447$2,000 0.7%
Payroll taxes $29,091-$20,595$8,496 0.5%
Pension plan contributions $28,191-$20,417$7,774 0.5%
Other (as described)DUES/SUBSCRIPTIONS/MEMB $25,473-$19,912$5,561 0.5%
Fees: accounting $24,150-$24,150- 0.4%
Grants outside the US $22,000$22,000-- 0.4%
All other expenses $20,707-$14,672$6,035 0.4%
Office expenses $17,580-$16,736$844 0.3%
Advertising and promotion $10,097-$4,751$5,346 0.2%
Insurance $3,041-$3,041- 0.1%
Travel $3,008-$1,504$1,504 0.1%
Depreciation and depletion $1,490-$1,490- 0.0%
Fees: other services $125-$125- 0.0%
Total$5,422,870100%

View the filing

2011 · Form 990 · $2,141,791 spent · pay $337,663 · grants $1,089,144 · events $9,083
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,072,286$1,072,286-- 50.1%
Other salaries and wages $246,824-$213,864$32,960 11.5%
Other (as described)FUND EXPENSES $243,753$243,753-- 11.4%
Other (as described)GRANTS ACCRUED $237,627$237,627-- 11.1%
Fees: investment management $54,249-$54,249- 2.5%
Occupancy $40,842-$40,842- 1.9%
Pension plan contributions $35,719-$30,821$4,898 1.7%
Other employee benefits $33,650-$31,263$2,387 1.6%
Fees: accounting $22,485-$22,485- 1.0%
Information technology $22,053-$22,053- 1.0%
Payroll taxes $21,470-$18,948$2,522 1.0%
All other expenses $15,718-$13,811$1,907 0.7%
Office expenses $15,651-$14,507$1,144 0.7%
Advertising and promotion $14,310-$9,539$4,771 0.7%
Other (as described)DUES/SUBSCRIPTIONS/MEMB $11,084-$9,733$1,351 0.5%
Grants to US individuals $9,164$9,164-- 0.4%
Other (as described) EventSEMINARS/EVENTS/CATERIN $9,083-$8,175$908 0.4%
Depreciation and depletion $8,201-$8,201- 0.4%
Grants outside the US $7,694$7,694-- 0.4%
Fees: management $7,333-$7,333- 0.3%
Fees: legal $4,320-$4,320- 0.2%
Fees: other services $3,072-$3,072- 0.1%
Insurance $2,998-$2,998- 0.1%
Travel $2,205-$1,323$882 0.1%
Total$2,141,791100%

View the filing

Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFsDAFs heldContributionsGrantsValue at year endOther funds heldOther contributionsOther grantsOther value at year end
2024 · Form 990 view filing
Yes 94$26,310,411$3,056,002$74,233,790 ----
2023 · Form 990 view filing
Yes 98$1,950,812$3,876,720$46,001,182 ----
2022 · Form 990 view filing
Yes 101$1,810,612$2,550,814$43,727,048 ----
2021 · Form 990 view filing
Yes 93$1,841,864$3,262,411$44,094,796 ----
2020 · Form 990 view filing
Yes 89$861,856$1,638,750$53,245,664 ----
2019 · Form 990 view filing
Yes 80$634,859$1,618,819$40,147,395 ----
2018 · Form 990 view filing
Yes ---- 73$3,301,974$1,628,763$40,921,743
2017 · Form 990 view filing
Yes 78$1,486,824$1,359,355$39,941,416 320$11,781,815$2,197,548$37,459,427
2011 · Form 990 view filing
Yes 48$3,541,030$304,134$16,373,799 ----

Trademarks

1 US trademark, 0 live.

MarkSerialFiledStatusSource
CHESAPEAKE FORUM AN ACADEMY FOR LIFELONG LEARNING906342732021-04-09AbandonedTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

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