Civic Intelligence

MID-Shore Community Foundation Inc.

990 • Fiscal year 2022 • EIN 52-1782373

Jul 01, 2021 to Jun 30, 2022 • Filed on May 06, 2023

Organization ProfileWWW.MSCF.ORG

View Organization Page

102 E Dover StreetEaston, MD 21601

(410) 820-8175

Siviq Scores

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

Liabilities / Assets

26th percentile

0.09x

Higher debt load relative to assets than 26% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.66x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

8th percentile

$158,844

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

25th percentile

-8.5%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

46th percentile

3.1%

Faster revenue growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$114,429,122

Down $10,572,192 (-8.5%) from 2021

Net Assets

Down

$103,834,733

Down $11,394,944 (-9.9%) from 2021

Liabilities

Up

$10,594,389

Up $822,752 (+8.4%) from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin88th percentile

Revenue

Up

$16,043,692

Up $480,119 (+3.1%) from 2021

Expenses

Up

$9,594,335

Up $2,033,579 (+27%) from 2021

Net Income

Down

$6,449,357

Down $1,553,460 (-19%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$150M$100M$50M$0Assets 2011: $38,636,071Liabilities 2011: $3,882,395Net Assets 2011: $34,753,6762011Assets 2012: $41,109,757Liabilities 2012: $3,575,192Net Assets 2012: $37,534,5652012Assets 2013: $46,372,548Liabilities 2013: $3,790,061Net Assets 2013: $42,582,4872013Assets 2014: $52,628,047Liabilities 2014: $4,385,702Net Assets 2014: $48,242,3452014Assets 2015: $56,766,269Liabilities 2015: $4,731,647Net Assets 2015: $52,034,6222015Assets 2016: $59,638,170Liabilities 2016: $5,627,155Net Assets 2016: $54,011,0152016Assets 2017: $72,481,107Liabilities 2017: $7,206,080Net Assets 2017: $65,275,0272017Assets 2018: $84,188,738Liabilities 2018: $7,203,426Net Assets 2018: $76,985,3122018Assets 2019: $93,393,955Liabilities 2019: $12,241,588Net Assets 2019: $81,152,3672019Assets 2020: $94,649,390Liabilities 2020: $8,175,716Net Assets 2020: $86,473,6742020Assets 2021: $125,001,314Liabilities 2021: $9,771,637Net Assets 2021: $115,229,6772021Assets 2022: $114,429,122Liabilities 2022: $10,594,389Net Assets 2022: $103,834,7332022Assets 2023: $122,854,685Liabilities 2023: $10,849,826Net Assets 2023: $112,004,8592023Assets 2024: $137,299,060Liabilities 2024: $12,500,879Net Assets 2024: $124,798,1812024

Highlighted filing

2022

Assets$114,429,122
Liabilities$10,594,389
Net Assets$103,834,733
Open 2022 Filing

Operations Trend

Revenue Growth46th percentile

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

$20M$15M$10M$5.0M$0Revenue 2011: $4,506,621Expenses 2011: $2,211,050Net Income 2011: $2,295,5712011Expenses 2012: $2,141,7912012Revenue 2013: $5,039,441Expenses 2013: $2,890,372Net Income 2013: $2,149,0692013Revenue 2014: $4,948,802Expenses 2014: $3,323,262Net Income 2014: $1,625,5402014Revenue 2015: $8,010,363Expenses 2015: $3,747,619Net Income 2015: $4,262,7442015Revenue 2016: $7,602,419Expenses 2016: $5,205,528Net Income 2016: $2,396,8912016Revenue 2017: $12,153,147Expenses 2017: $4,226,552Net Income 2017: $7,926,5952017Revenue 2018: $16,368,275Expenses 2018: $5,422,870Net Income 2018: $10,945,4052018Revenue 2019: $8,082,476Expenses 2019: $5,898,904Net Income 2019: $2,183,5722019Revenue 2020: $12,327,953Expenses 2020: $7,149,548Net Income 2020: $5,178,4052020Revenue 2021: $15,563,573Expenses 2021: $7,560,756Net Income 2021: $8,002,8172021Revenue 2022: $16,043,692Expenses 2022: $9,594,335Net Income 2022: $6,449,3572022Revenue 2023: $13,020,459Expenses 2023: $8,739,699Net Income 2023: $4,280,7602023Revenue 2024: $18,123,047Expenses 2024: $10,357,075Net Income 2024: $7,765,9722024

Highlighted filing

2022

Revenue$16,043,692
Expenses$9,594,335
Net Income$6,449,357
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 6, 2023
Return Version
2021v4.2
Gross Receipts
$27,065,614
Mission and Program Overview

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.

The foundation provides grants to mid-shore recipients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$120,045,632$102,702,764▼ $17,342,868
Savings and Temporary Cash Investments$1,848,496$2,711,115▲ $862,619
Land, Buildings, and Equipment, Net$1,599,656$1,570,602▼ $29,054
Prepaid Expenses and Deferred Charges$7,329$20,954▲ $13,625
Cash and Non-Interest-Bearing Accounts$15,121$12,519▼ $2,602
Other Notes and Loans Receivable, Net$3,355$0▼ $3,355
Total Assets$125,001,314$114,429,122▼ $10,572,192
Other Assets Total$1,481,725$7,411,168▲ $5,929,443
Liabilities
Other Liabilities$7,652,737$6,588,627▼ $1,064,110
Grants Payable$1,994,461$3,754,003▲ $1,759,542
Accounts Payable and Accrued Expenses$124,439$251,759▲ $127,320
Total Liabilities$9,771,637$10,594,389▲ $822,752
Net Assets / Fund Balance
Net Assets With Donor Restrictions$98,601,904$89,525,154▼ $9,076,750
Net Assets Without Donor Restrictions$16,627,773$14,309,579▼ $2,318,194
Total Net Assets Fund Balance$115,229,677$103,834,733▼ $11,394,944
Total Liabilities and Net Assets / Fund Balance$125,001,314$114,429,122▼ $10,572,192

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$751,634$532,462$1,284,096
Land$811,268-$811,268
Equipment$2,660$108,096$110,756
Other Land Buildings$5,040$24,208$29,248
Other Assets Org$22,022--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$93,573,161$7,909,857▼ $11,746,948-$84,742,387
2020$71,012,304$1,098,937▲ $24,775,919-$94,513,867
2019$68,981,037$733,121▲ $2,240,409-$70,285,954
2018$67,371,305$970,977▲ $3,338,163-$68,981,037
2017$62,966,748$6,929,682▲ $4,650,603$2,634,830$71,656,336
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Buck DuncanPresidentFT$158,844$158,844

Board Members and Trustees

NameTitle
Alice RyanChairman
Joe AnthonyVice Chairman
Arraminta WareDirector
Charles LernerDirector
Charles TaylorDirector
Clement HathawayDirector
David DelucaDirector
E Jean AnthonyDirector
Ed AllenDirector
Felix MorrisonDirector
George FoxDirector
Greg MeekinsDirector
Harriette LoweryDirector
Heather BacherDirector
Heather GuerieriDirector
Jenny RhodesDirector
John a LewisDirector
Joseph L HoltDirector
Kathleen DeoudesDirector
Kevin CashenDirector
Margaret RennelsDirector
Rebecca LoukidesDirector
Sandy MccallisterDirector
Stephen RideoutDirector
Tolbert RoweDirector
Tracy TylerDirector
William ChristopherDirector
Andrew MeehanSecretary
David NagelTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Mason CompaniesInvestment Services11921 FREEDOM DRIVE SUITE 1000, Reston, VA 20190$129,537
Revenue and Support

Revenue Composition

Contributions and Grants
$11,863,794
Program Service Revenue
$0
Investment Income
$4,169,171
Other Revenue
$10,727
All Other Contributions
$11,863,794
Change in Net Assets
$6,449,357

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded26$5,646,403Fair Market Value
Total Noncash Contributions26$5,646,403-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,673,890
Revenue Not Reported on Financial Statements
$369,802
Revenue Not Reported on Form 990
$-17,789,532
Total Revenue per Audited Statements
$-2,115,642
Total Revenue per Form 990
$16,043,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,798,832
Other Expenses$2,188,053
Salaries, Compensation, and Employee Benefits$607,450
Total Fundraising Expense$178,724
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,369,509--$5,369,509
Grants to Domestic Individuals$1,404,323--$1,404,323
Other Salaries and Wages-$348,905$116,302$465,207
Fees for Service Investment Mgmnt Fees-$369,802-$369,802
Fees for Services Other-$129,537-$129,537
Information Technology-$80,159-$80,159
Other Employee Benefits-$56,841$18,947$75,788
Occupancy-$60,369-$60,369
Payroll Taxes-$26,383$8,794$35,177
Pension Plan Contributions-$23,458$7,820$31,278
Fees for Services Accounting-$30,025-$30,025
Conferences and Meetings-$14,163$12,625$26,788
Foreign Grants$25,000--$25,000
Office Expenses-$22,332$2,481$24,813
Advertising-$4,957$4,957$9,914
Insurance-$5,394-$5,394
Other Expenses$1,409,116$4,554$6,089$4,554
Depreciation Depletion-$1,792-$1,792
Travel-$709$709$1,418
Total Functional Expenses$8,207,948$1,207,663$178,724$9,594,335

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,594,335
Total Expenses per Audited Statements$9,279,302
Expenses per Audited Statements$9,224,533
Expenses Not Reported on Financial Statements$369,802
Expenses Not Reported on Form 990$54,769
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL FOUNDATIONEaston, MD501(c)(3)Programs$1,074,634
Denton Wesleyan CampDenton, MD501(c)(3)Programs and 2022 Projects$184,000
Chesapeake College Foundation IncWye Mills, MD501(c)(3)Programs/financial Aid$177,813
Wye River Upper School IncCentreville, MDGovernmentPrograms/financial Aid$161,000
Sandhills Community College Foundation IncPinehurst, NCGovernmentPrograms$148,536
The Vestry of Wye ParishWye Mills, MD501(c)(3)Unrestricted$148,536
Trinity Lutheran ChurchJoppa, MD501(c)(3)Unrestricted$148,536
St Michaels Community Center IncSt Michaels, MD501(c)(3)Programs/capital Campaign$142,970
Washington CollegeChestertown, MD501(c)(3)Programs$92,784
Ymca of the Chesapeake IncEaston, MDReligious OrgPrograms/financial Aid$89,500
QUEEN ANNE'S COUNTY FREE LIBRARYCenterville, MD501(c)(3)Kidzone/mobile Library$80,000
Chesterwye Foundation IncQueenstown, MD501(c)(3)Programs$63,784
Pickering Creek Audubon CenterEaston, MD501(c)(3)Programs/land Acquisition$62,800
Salisbury University Foundation IncSalisbury, MD501(c)(3)Scholarships$60,058
Univ of Maryland College Park Student Financial Services and CashieringCollege Park, MD501(c)(3)Scholarships$57,521
Neighborhood Service Center IncEaston, MD501(c)(3)Programs$57,200
Kent Attainable HousingChestertown, MD501(c)(3)Programs$56,600
Echo Hill Outdoor SchoolWorton, MD501(c)(3)Scholarships/reconstruction of Boat Shed/dock$52,000
The Gunston School IncCenterville, MD501(c)(3)Programs/financial Aid$52,000
The Journey a Wesleyan Church--15 Passenger Vehicle With Wheelchair Modifications$50,000
Talbot Hospice Foundation IncEaston, MD501(c)(3)Programs$47,600
Academy Art Museum IncEaston, MD501(c)(3)Programs$42,250
Woodberry Forest SchoolWoodberry Forest, VA501(c)(3)Programs$41,000
Casa of the Mid-shoreEaston, MD501(c)(3)Programs/it Upgrade$38,500
Changing PerspectivesSalisbury, MD501(c)(3)Education$35,000
Christ ChurchSt Michaels, MD501(c)(3)Programs$35,000
Shorerivers IncEaston, MD501(c)(3)Programs$33,637
HORIZONS OF KENT AND QUEEN ANNE'S COUNTIESChestertown, MD501(c)(3)Programs$33,096
Sultana Education FoundationChestertown, MD501(c)(3)Programs$32,473
CRITCHLOW ADKINS CHILDREN'S CENTEREaston, MD501(c)(3)Programs/financial Aid/furniture Replacement$31,938
Talbot County Public SchoolsEaston, MDReligious OrgPrograms$31,216
Kent School IncChestertown, MD501(c)(3)Programs$30,652
Hispanic AllianceGreenville, SC501(c)(3)Programs$30,000
University of Maryland Center for Environmental ScienceCambridge, MD501(c)(3)Programs$30,000
Tilghman Area Youth Association IncTilgman, MD501(c)(3)Programs$29,046
Habitat for Humanity Choptank IncTrappe, MDGovernmentPrograms$28,452
Talbot Community Connections IncEaston, MDReligious OrgPrograms$28,000
Talbot Interfaith Shelter IncEaston, MD501(c)(3)Programs/capacity Building$27,700
The Animal Care Shelter for Kent CountyChestertown, MD501(c)(3)Programs/vet Center Support Room$25,200
Radcliffe Creek School IncChestertown, MDReligious OrgPrograms/financial Aid$25,000
Mid-shore Council on Family Violence IncEaston, MD501(c)(3)Programs$21,250
ST PAUL'S EPISCOPAL CHURCH--Programs$21,200
New Beginnings Youth and Family Services IncCambridge, MD501(c)(3)Programs$20,000
Chesapeake Multicultural Resource Center IncEaston, MD501(c)(3)Programs$19,750
Alpha Genesis CdcCambridge, MDReligious OrgPrograms$19,583
Compass Regional Hospice IncCentreville, MD501(c)(3)Programs$19,500
People for Change Coalition Inc--Programs$19,300
Positive Strides IncEaston, MD501(c)(3)Programs$19,000
Chestertown River ArtsChestertown, MDReligious OrgPrograms$17,742
Channel Marker IncEaston, MD501(c)(3)Programs$17,500
Chesapeake Film Festival IncEaston, MD501(c)(3)Programs$17,500
Haven Ministries IncChester, MD501(c)(3)Programs$17,500
The Country SchoolEaston, MD501(c)(3)Programs/financial Aid$17,450
For All Seasons IncEaston, MD501(c)(3)Programs$17,432
Baam IncEaston, MDReligious OrgPrograms$16,264
Third Haven Friends Meeting--Programs$16,138
Talbot Historical Society IncEaston, MD501(c)(3)Programs/restoration of Cottages$16,000
Cambridge Community Radio IncCambridge, MD501(c)(3)Programs and Station Development and Expansion$15,500
Cambridge Church of the NazareneCambridge, MD501(c)(3)Programs$15,000
Grace United Methodist ChurchMassey, MD501(c)(3)Mission Center Food Pantry$15,000
Kent Conservation & Preservation AllianceEaston, MD-Programs$15,000
Pine Street Committee IncCambridge, MD501(c)(3)Programs$15,000
Um Shore Regional Health--Programs$15,000
MARTIN'S HOUSE & BARNRidgely, MD501(c)(3)Programs$14,250
Eastpoint ChurchChestertown, MDReligious OrgPrograms$13,000
Easton High SchoolCambridge, MDReligious OrgPrograms/marker Sport Robot$12,650
Chesapeake CollegeChurch Hill, MD501(c)(3)Education$12,635
Chesapeake Housing MissionFederalsburg, MD501(c)(3)Programs$12,500
Rebuilding Together Kent County MdChestertown, MD501(c)(3)Programs$12,000
Salvation ArmyCambridge, MD501(c)(3)Programs$12,000
Baywater Animal RescueCambridge, MD501(c)(3)Programs and Capital Expansion$11,266
Friends & Family of Asbury & Green ChappChestertown, MD501(c)(3)Programs/tractor & Wagon$11,000
Um Memorial Hospital Foundation IncEaston, MD501(c)(3)Programs$11,000
Cambridge Adventist ChurchCambridge, MD501(c)(3)Programs$10,000
Casa of Caroline IncDenton, MD501(c)(3)Programs$10,000
Cascades Tennis Junior Scholarship FundWye Mills, MD501(c)(3)Education$10,000
Church Hill Theatre IncEaston, MD501(c)(3)Programs/marquee$10,000
Co-op ArundelArnold, MD501(c)(3)Programs$10,000
Coal Creek TheaterEaston, MD501(c)(3)Programs$10,000
Dorchester Chamber Foundation IncCambridge, MD501(c)(3)Scholarships$10,000
Farmers and Hunters Feeding the HungryChestertown, MD501(c)(3)Meat Processing$10,000
Garfield Center Foundation IncBrooklandville, MD501(c)(3)Programs/technology Improvements$10,000
Harvesting Hope Youth and Family Services IncCambridge, MD501(c)(3)Programs$10,000
Intervale CenterUpper Marlboro, MD-Programs$10,000
Johns Hopkins University and MedicineStevenson, MD-Programs$10,000
Key School IncAnnapolis, MD501(c)(3)Programs$10,000
Maryland Association for Parkinson SupportChestertown, MD-Programs$10,000
Maryland Food BankBaltimore, MD501(c)(3)Programs$10,000
Mid Shore Community Mediaton CenterRichmond, VA-Programs$10,000
Open Doors Partners in Education--Programs$10,000
Pleasant Day Medical Adult Day Care--Programs$10,000
Samaritan Group IncChestertown, MD501(c)(3)Programs$10,000
Stevenson University--Education$10,000
Sun Valley Film Festival IncSun Valley, ID501(c)(3)Programs$10,000
Talisman Therapeutic Riding IncGrasonville, MD501(c)(3)Restoration and Repair of Indoor Arena$10,000
University of Richmond--Programs$10,000
AARON'S PLACE INCDenton, MD501(c)(3)Programs$9,741
United Way of Kent County Inc--Programs$8,742
Tunnel to Towers Foundation--Programs$8,500
Bay Hundred Community Volunteers IncMcdaniel, MDReligious OrgPrograms$8,000
CruOrlando, FL501(c)(3)Programs$7,500
HARRIETT'S HOUSEEaston, MDReligious OrgPrograms/privacy Fence$7,500
Kent County Public Library IncChestertown, MD501(c)(3)Programs$7,364
Jazz AliveCambridge, MD-Programs$7,000
Kent Island Federation of Arts IncStevensville, MD501(c)(3)Programs$7,000
Massey Air Museum IncChestertown, MD-Programs$7,000
Really Great Cats Rescue IncChestertown, MD501(c)(3)Programs$7,000
THE TRUSTEES OF DUDLEY'S CHAPEL--Roof Replacement Fund$7,000
Waters United Methodist Church--Memorial Donation$6,728
Society of St Vincent De PaulCambridge, MD501(c)(3)Programs$6,719
Kent Association of Riding TherapyWorton, MD501(c)(3)Programs$6,500
Community Civic League of FederalsburgWilliamsport, MDReligious OrgPrograms$6,000
Compass HospiceChestertown, MD501(c)(3)Programs$6,000
Homeports IncChestertown, MD-Programs$6,000
Youth Audiences Arts of Maryland--Programs$6,000
Girl Scouts of the Chesapeake Bay CouncilSalisbury, MD501(c)(3)Programs$5,500
Kent Cultural AllianceStaten Island, NY-Programs$5,500
Easter Seals Fbo Camp FairleeNew Castle, DE501(c)(3)Programs$5,400
Talbot County Free LibraryEaston, MD501(c)(3)Programs$5,107

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Payables$6,445,077
Charitable Gift Annuity Obligation$143,550
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Mid Shore Community Foundation Inc
EIN
52-1782373
Phone
4108208175
Address
102 E DOVER STREET, EASTON, MD 21601

Signing Officer

Name
Buck Duncan
Title
President
Phone
4108208175
Signed
2023-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Buck Duncan
Formed
1992
Legal Domicile
Md
Voting Board Members
28
Independent Board Members
28
Employees
8
Volunteers
150

Preparer

Firm
Uhy Advisors Mid-atlantic Md Inc
Address
955 MT HERMON ROAD, SALISBURY, MD 21804
Preparer
Chris a Hall
Phone
4107421328
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of charitable gift annuities -108,349.”

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.”

Financial Statement Notes

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, 2022 and 2021, 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, 2019 through june 30, 2021.”

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 $108,349 rental expenses - 50% of bullitt house 54,769 total to schedule d, part xi, line 2d $163,118”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses - 50% of bullitt house $40,202”

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IRS990/Form990PartVIISectionAGrp/PersonNm1JOE ANTHONY
IRS990/Form990PartVIISectionAGrp/PersonNm2HARRIETTE LOWERY
IRS990/Form990PartVIISectionAGrp/PersonNm3ED ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm4GREG MEEKINS
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID DELUCA
IRS990/Form990PartVIISectionAGrp/PersonNm6STEPHEN RIDEOUT
IRS990/Form990PartVIISectionAGrp/PersonNm7TOLBERT ROWE
IRS990/Form990PartVIISectionAGrp/PersonNm8ARRAMINTA WARE
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID NAGEL
IRS990/Form990PartVIISectionAGrp/PersonNm10E JEAN ANTHONY
IRS990/Form990PartVIISectionAGrp/PersonNm11KATHLEEN DEOUDES
IRS990/Form990PartVIISectionAGrp/PersonNm12CHARLES LERNER
IRS990/Form990PartVIISectionAGrp/PersonNm13FELIX MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm14MARGARET RENNELS
IRS990/Form990PartVIISectionAGrp/PersonNm15ALICE RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm16CLEMENT HATHAWAY
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM CHRISTOPHER
IRS990/Form990PartVIISectionAGrp/PersonNm18JOSEPH L HOLT
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN A LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm20REBECCA LOUKIDES
IRS990/Form990PartVIISectionAGrp/PersonNm21JENNY RHODES
IRS990/Form990PartVIISectionAGrp/PersonNm22TRACY TYLER
IRS990/Form990PartVIISectionAGrp/PersonNm23HEATHER BACHER
IRS990/Form990PartVIISectionAGrp/PersonNm24KEVIN CASHEN
IRS990/Form990PartVIISectionAGrp/PersonNm25GEORGE FOX
IRS990/Form990PartVIISectionAGrp/PersonNm26ANDREW MEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm27SANDY MCCALLISTER
IRS990/Form990PartVIISectionAGrp/PersonNm28CHARLES TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm29BUCK DUNCAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0983320
IRS990/GamingActivitiesInd00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt05369509
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011950473
IRS990/GrossReceiptsAmt027065614
IRS990/GrossRentsGrp/RealAmt08000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt028
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03185851
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0102702764
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IRS990/LandBldgEquipCostOrOtherBssAmt02235368
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010967153
IRS990/LessRentalExpensesGrp/RealAmt054769
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0983320
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-46769
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014309579
IRS990/NoncashContributionsAmt05646403
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt060369
IRS990/OccupancyGrp/TotalAmt060369
IRS990/OfficeExpensesGrp/FundraisingAmt02481
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022332
IRS990/OfficeExpensesGrp/TotalAmt024813
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01481725
IRS990/OtherAssetsTotalGrp/EOYAmt07411168
IRS990/OtherChangesInNetAssetsAmt0-108349
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt018947
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt056841
IRS990/OtherEmployeeBenefitsGrp/TotalAmt075788
IRS990/OtherExpensesGrp/Desc0FUND EXPENSES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP, SUBSCRIPTIO
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/FundraisingAmt06089
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018267
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110016
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24554
IRS990/OtherExpensesGrp/ProgramServicesAmt01409116
IRS990/OtherExpensesGrp/TotalAmt01409116

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,429,122
Liabilities
$10,594,389
Net assets
$103,834,733
Revenue
$16,043,692
Expenses
$9,594,335
Net income
$6,449,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$137$12.5$125$18.1$10.4$7.77
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$10.8$112$13.0$8.74$4.28
2022Detailed filing. Detailed filing data is available for this year.$114$10.6$104$16.0$9.59$6.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$125$9.77$115$15.6$7.56$8.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.6$8.18$86.5$12.3$7.15$5.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.4$12.2$81.2$8.08$5.90$2.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.2$7.20$77.0$16.4$5.42$10.9
2017Summary only. Only limited summary data is available for this year.$72.5$7.21$65.3$12.2$4.23$7.93
2016Summary only. Only limited summary data is available for this year.$59.6$5.63$54.0$7.60$5.21$2.40
2015Summary only. Only limited summary data is available for this year.$56.8$4.73$52.0$8.01$3.75$4.26
2014Summary only. Only limited summary data is available for this year.$52.6$4.39$48.2$4.95$3.32$1.63
2013Summary only. Only limited summary data is available for this year.$46.4$3.79$42.6$5.04$2.89$2.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.1$3.58$37.5$2.14
2011Summary only. Only limited summary data is available for this year.$38.6$3.88$34.8$4.51$2.21$2.30