Civic Intelligence

Blue Waters Foundation Co Steve Buck

990 • Fiscal year 2014 • EIN 04-3707013

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 06, 2014

1908 Blue Waters Farm LaneAnnapolis, MD 21122

(410) 437-8781

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

1st percentile

-225%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

23rd percentile

-3.9%

Faster asset growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

213%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$3,965,715

Down $162,762 (-3.9%) from 2013

Net Assets

Down

$3,965,715

Down $162,762 (-3.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$72,405

Up $49,258 (+213%) from 2013

Expenses

Up

$235,167

Up $760 (+0.3%) from 2013

Net Income

Up

-$162,762

Up $48,498 (+23%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $4,637,134Liabilities 2011: $2,100Net Assets 2011: $4,635,0342011Assets 2012: $4,345,223Liabilities 2012: $0Net Assets 2012: $4,345,2232012Assets 2013: $4,128,477Liabilities 2013: $0Net Assets 2013: $4,128,4772013Assets 2014: $3,965,715Liabilities 2014: $0Net Assets 2014: $3,965,7152014Assets 2015: $4,456,458Liabilities 2015: $8,750Net Assets 2015: $4,447,7082015Assets 2016: $4,132,115Liabilities 2016: $13,675Net Assets 2016: $4,118,4402016Assets 2017: $3,882,994Liabilities 2017: $10,000Net Assets 2017: $3,872,9942017Assets 2018: $3,747,211Liabilities 2018: $85,728Net Assets 2018: $3,661,4832018Assets 2019: $3,566,280Liabilities 2019: $29,812Net Assets 2019: $3,536,4682019Assets 2020: $3,332,604Liabilities 2020: $32,537Net Assets 2020: $3,300,0672020Assets 2021: $3,529,889Liabilities 2021: $26,688Net Assets 2021: $3,503,2012021Assets 2022: $3,406,823Liabilities 2022: $9,244Net Assets 2022: $3,397,5792022Assets 2023: $3,388,938Liabilities 2023: $0Net Assets 2023: $3,388,9382023Assets 2024: $3,200,752Liabilities 2024: $0Net Assets 2024: $3,200,7522024Assets 2025: $3,163,024Liabilities 2025: $0Net Assets 2025: $3,163,0242025

Highlighted filing

2014

Assets$3,965,715
Liabilities$0
Net Assets$3,965,715

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $466,1092011Expenses 2012: $300,8922012Revenue 2013: $23,147Expenses 2013: $234,407Net Income 2013: -$211,2602013Revenue 2014: $72,405Expenses 2014: $235,167Net Income 2014: -$162,7622014Revenue 2015: $372,570Expenses 2015: $302,600Net Income 2015: $69,9702015Revenue 2016: $70,525Expenses 2016: $402,242Net Income 2016: -$331,7172016Revenue 2017: $37,151Expenses 2017: $288,130Net Income 2017: -$250,9792017Revenue 2018: $91,266Expenses 2018: $300,086Net Income 2018: -$208,8202018Revenue 2019: $145,786Expenses 2019: $279,102Net Income 2019: -$133,3162019Revenue 2020: $18,202Expenses 2020: $252,264Net Income 2020: -$234,0622020Revenue 2021: $527,850Expenses 2021: $319,799Net Income 2021: $208,0512021Revenue 2022: $260,605Expenses 2022: $361,874Net Income 2022: -$101,2692022Revenue 2023: $289,699Expenses 2023: $290,705Net Income 2023: -$1,0062023Revenue 2024: $107,140Expenses 2024: $288,528Net Income 2024: -$181,3882024Revenue 2025: $306,503Expenses 2025: $338,140Net Income 2025: -$31,6372025

Highlighted filing

2014

Revenue$72,405
Expenses$235,167
Net Income-$162,762
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 6, 2014
Return Version
2013v3.0
Gross Receipts
$1,253,791
Mission and Program Overview

Mission

Blue waters foundation is committed to supporting the activities of other specified public charities. Over the long-term, it will pay at least 85 percent of its income to these organizations.

Blue waters foundation is committed to supporting the activities of other specified public charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,128,477$3,965,715▼ $162,762
Investments Other Securities$3,782,090$3,555,788▼ $226,302
Investments in Publicly Traded Securities$271,542$301,590▲ $30,048
Savings and Temporary Cash Investments$71,267$104,877▲ $33,610
Cash and Non-Interest-Bearing Accounts$3,578$3,460▼ $118
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,128,477$3,965,715▼ $162,762
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,128,477$3,965,715▼ $162,762
Total Liabilities and Net Assets / Fund Balance$4,128,477$3,965,715▼ $162,762

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$-8,750--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daryl SidleTrustee
Dennis KlineTrustee
Meagan HeffernanTrustee
Nancy FohrellTrustee
Steven BuckTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$85,889
Other Revenue
$-13,484
Change in Net Assets
$-162,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$175,000
Other Expenses$60,167
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$175,000--$175,000
Fees for Services Other-$53,310-$53,310
Fees for Services Accounting-$6,773-$6,773
Other Expenses-$84-$84
Total Functional Expenses$175,000$60,167$0$235,167
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
52-0591702-501(c)(3)General Support$100,000
52-2035698-501(c)(3)General Support$40,000
52-0591543-501(c)(3)General Support$35,000

International Summary

Offices
0
Employees
0
Spending
$1,390,247

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean -Investments-00$1,390,247
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

A family relationship exists between steven buck and meagan heffernan.

Form 990, Part VI, Section B, Line 11

A copy of the form 990 is disseminated via e-mail to all board members for their review prior to filing.

Form 990, Part VI, Section C, Line 19

Governing documents and the form 990 are available upon request.

FORM 990, PAGE 6, PART VI, LINE 15:

The foundation does not have any paid employees. As such, there are no policies in effect for the determination of compensation.

FORM 990, PAGE 7, PART VII, SECTION A - TIME DEVOTED TO SUPPORTED ORGS:

Meagan heffernan serves on the board of directors for ywca of annapolis & anne arundel county, maryland. She devotes an average of 1 hour per week to this supported organization.

Filing and Contact Details

Filer

EIN
04-3707013
Phone
4104378781

Signing Officer

Name
Steven Buck
Title
Trustee
Phone
4104378781
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Buck
Formed
2002
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Preparer
Lori S Burghauser
Phone
4104031500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Investment fees: program service expenses 0. Management and general expenses 53,310. Fundraising expenses 0. Total expenses 53,310.

Raw XML AppendixShowing 400 of 416 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BLUE WATERS FOUNDATION IS COMMITTED TO SUPPORTING THE ACTIVITIES OF OTHER SPECIFIED PUBLIC CHARITIES.
IRS990/BooksInCareOfDetail/PersonNm0STEVEN BUCK
IRS990/BooksInCareOfDetail/PhoneNum04104378781
IRS990/BooksInCareOfDetail/USAddress/AddressLine101908 BLUE WATERS FARM LANE
IRS990/BooksInCareOfDetail/USAddress/City0PASADENA
IRS990/BooksInCareOfDetail/USAddress/State0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCode021122
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03578
IRS990/CashNonInterestBearingGrp/EOYAmt03460
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0175000
IRS990/CYInvestmentIncomeAmt085889
IRS990/CYOtherExpensesAmt060167
IRS990/CYOtherRevenueAmt0-13484
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-162762
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0235167
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt072405
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0BLUE WATERS FOUNDATION IS COMMITTED TO SUPPORTING THE ACTIVITIES OF OTHER SPECIFIED PUBLIC CHARITIES. OVER THE LONG-TERM, IT WILL PAY AT LEAST 85 PERCENT OF ITS INCOME TO THESE ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DoingBusinessAsName/BusinessNameLine10NA
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExcessBusinessHoldingsInd00
IRS990/ExpenseAmt0175000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06773
IRS990/FeesForServicesAccountingGrp/TotalAmt06773
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt053310
IRS990/FeesForServicesOtherGrp/TotalAmt053310
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVEN BUCK
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY FOHRELL
IRS990/Form990PartVIISectionAGrp/PersonNm2MEAGAN HEFFERNAN
IRS990/Form990PartVIISectionAGrp/PersonNm3DENNIS KLINE
IRS990/Form990PartVIISectionAGrp/PersonNm4DARYL SIDLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt022218
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0175000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0175000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0175000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01203604
IRS990/GrossReceiptsAmt01253791
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt063671
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063671
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03782090
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03555788
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0271542
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0301590
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01181386
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BLUE WATERS FOUNDATION IS COMMITTED TO SUPPORTING THE ACTIVITIES OF OTHER SPECIFIED PUBLIC CHARITIES. OVER THE LONG-TERM, IT WILL PAY AT LEAST 85 PERCENT OF ITS INCOME TO THESE ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04128477
IRS990/NetAssetsOrFundBalancesEOYAmt03965715
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt022218
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022218
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt084
IRS990/OtherExpensesGrp/TotalAmt084
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER PASSTHROUGH INVESTMENT INCO
IRS990/OtherRevenueMiscGrp/Desc1OTHER PASSTHROUGH INVESTMENT INCO
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-312
IRS990/OtherRevenueMiscGrp/ExclusionAmt1-30395
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-312
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-13172
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt017223
IRS990/OtherRevenueTotalAmt0-13484
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVEN BUCK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0169000
IRS990/PYInvestmentIncomeAmt040970
IRS990/PYOtherExpensesAmt065407
IRS990/PYOtherRevenueAmt0-17823
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-211260
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0234407
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023147
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-162762
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04128477
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03965715
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071267
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0104877
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520591702
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0100000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10YWCA OF ANNE ARUNDEL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0100000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0457121
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1500000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2114041
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3171991
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4221878
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt527183
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6200000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7357154
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8140217
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9171510
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10630953
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11250000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12110927
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13211563
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14-8750
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SILVER CREEK LOW VOLATILITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc1GREENLIGHT MASTERS OFFSHORE
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AMA PRIVATE REAL ESTATE FUND I LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ABBEY CAPITAL ACL ALTERNATIVE FUND LTD
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VALUED ADVISERS TR A OK STG INSTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc5ARTISAN FDS INC INTL VALUE INV
IRS990ScheduleD/OtherSecuritiesGrp/Desc6AIP GLOBAL MACRO FUND CAYMAN LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc7OSTERWEIS STRATEGIC INC FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc8RIDGEWORTH FDS SEIX FLRT HI
IRS990ScheduleD/OtherSecuritiesGrp/Desc9DFA INVT DIMENSION GRP US CORE
IRS990ScheduleD/OtherSecuritiesGrp/Desc10SARATOGA RIM MGD ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc11HARRIS ASSOC INVT TR OAKMARK INTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc12WISDOMTREE TRUST JAPN HEDGE
IRS990ScheduleD/OtherSecuritiesGrp/Desc13UNIFIED SER TR IRON STRAT INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc14TORMALET MATAWIN OFFSHORE FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03555788
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt01390247
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN -
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt01390247
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt01390247
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt035000
IRS990ScheduleI/RecipientTable/CashGrantAmt1100000
IRS990ScheduleI/RecipientTable/CashGrantAmt240000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10THE UNITED WAY OF CENTRAL MARYLAND INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11YWCA OF ANNAPOLIS & ANNE ARUNDEL COUNTY MARYLAND INC CO UNITED WAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12MARYLAND THERAPEUTIC RIDING INC
IRS990ScheduleI/RecipientTable/RecipientEIN0520591543
IRS990ScheduleI/RecipientTable/RecipientEIN1520591702
IRS990ScheduleI/RecipientTable/RecipientEIN2522035698
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10100 SOUTH CHARLES STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111517 RICHIE HIGHWAY STE 201
IRS990ScheduleI/RecipientTable/USAddress/AddressLine121141 SUNRISE BEACH ROAD
IRS990ScheduleI/RecipientTable/USAddress/City0BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/City1ARNOLD
IRS990ScheduleI/RecipientTable/USAddress/City2CROWNSVILLE
IRS990ScheduleI/RecipientTable/USAddress/State0MD
IRS990ScheduleI/RecipientTable/USAddress/State1MD
IRS990ScheduleI/RecipientTable/USAddress/State2MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode021203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode121012
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode221032
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE BLUE WATERS FOUNDATION IS TO SUPPORT AND FURTHER THE EXEMPT PURPOSE OF OTHER SPECIFIED PUBLIC CHARITIES SPECIFICALLY THE YWCA OF ANNAPOLIS & ANNE ARUNDEL COUNTY. THE FOUNDATION MONITORS THE USE OF THESE FUNDS THROUGH ITS INVOLVEMENT ON THE BOARD OF THE YWCA OF ANNAPOLIS & ANNE ARUNDEL COUNTY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A FAMILY RELATIONSHIP EXISTS BETWEEN STEVEN BUCK AND MEAGAN HEFFERNAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS DISSEMINATED VIA E-MAIL TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND THE FORM 990 ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 53,310. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES. AS SUCH, THERE ARE NO POLICIES IN EFFECT FOR THE DETERMINATION OF COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEAGAN HEFFERNAN SERVES ON THE BOARD OF DIRECTORS FOR YWCA OF ANNAPOLIS & ANNE ARUNDEL COUNTY, MARYLAND. SHE DEVOTES AN AVERAGE OF 1 HOUR PER WEEK TO THIS SUPPORTED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A - TIME DEVOTED TO SUPPORTED ORGS:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04128477
IRS990/TotalAssetsEOYAmt03965715
IRS990/TotalAssetsGrp/BOYAmt04128477
IRS990/TotalAssetsGrp/EOYAmt03965715
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060167
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235167
IRS990/TotalGrossUBIAmt017223
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04128477
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03965715
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0175000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt055182
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072405
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt017223
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04128477
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03965715
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101908 BLUE WATERS FARM LANE
IRS990/USAddress/City0PASADENA
IRS990/USAddress/State0MD
IRS990/USAddress/ZIPCode021122
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN BUCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04104378781
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10BLUE WATERS FOUNDATION CO STEVE BUCK
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0043707013
ReturnHeader/Filer/PhoneNum04104378781
ReturnHeader/Filer/USAddress/AddressLine101908 BLUE WATERS FARM LANE
ReturnHeader/Filer/USAddress/City0PASADENA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.31$0.34$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.11$0.29$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.29$0.29$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.01$3.40$0.26$0.36$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.03$3.50$0.53$0.32$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.33$0.03$3.30$0.02$0.25$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.57$0.03$3.54$0.15$0.28$0.13
2018Detailed filing. Detailed filing data is available for this year.$3.75$0.09$3.66$0.09$0.30$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.88$0.01$3.87$0.04$0.29$0.25
2016Detailed filing. Detailed filing data is available for this year.$4.13$0.01$4.12$0.07$0.40$0.33
2015Detailed filing. Detailed filing data is available for this year.$4.46$0.01$4.45$0.37$0.30$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.07$0.24$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.13$0.00$4.13$0.02$0.23$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.00$4.35$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.64$0.00$4.64$0.47