Civic Intelligence

MID-Shore Community Foundation Inc.

990 • Fiscal year 2023 • EIN 52-1782373

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

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.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.83x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

87th percentile

33%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$170,253

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

55th percentile

7.4%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$122,854,685

Up $8,425,563 (+7.4%) from 2022

Net Assets

Up

$112,004,859

Up $8,170,126 (+7.9%) from 2022

Liabilities

Up

$10,849,826

Up $255,437 (+2.4%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin87th percentile

Revenue

Down

$13,020,459

Down $3,023,233 (-19%) from 2022

Expenses

Down

$8,739,699

Down $854,636 (-8.9%) from 2022

Net Income

Down

$4,280,760

Down $2,168,597 (-34%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$122,854,685
Liabilities$10,849,826
Net Assets$112,004,859
Open 2023 Filing

Operations Trend

Revenue Growth15th 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

2023

Revenue$13,020,459
Expenses$8,739,699
Net Income$4,280,760
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$56,107,369
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$102,702,764$113,608,218▲ $10,905,454
Savings and Temporary Cash Investments$2,711,115$6,218,640▲ $3,507,525
Land, Buildings, and Equipment, Net$1,570,602$1,545,187▼ $25,415
Cash and Non-Interest-Bearing Accounts$12,519$11,761▼ $758
Prepaid Expenses and Deferred Charges$20,954$6,579▼ $14,375
Total Assets$114,429,122$122,854,685▲ $8,425,563
Other Assets Total$7,411,168$1,464,300▼ $5,946,868
Liabilities
Other Liabilities$6,588,627$7,130,008▲ $541,381
Grants Payable$3,754,003$3,638,785▼ $115,218
Accounts Payable and Accrued Expenses$251,759$81,033▼ $170,726
Total Liabilities$10,594,389$10,849,826▲ $255,437
Net Assets / Fund Balance
Net Assets With Donor Restrictions$89,525,154$94,465,321▲ $4,940,167
Net Assets Without Donor Restrictions$14,309,579$17,539,538▲ $3,229,959
Total Net Assets Fund Balance$103,834,733$112,004,859▲ $8,170,126
Total Liabilities and Net Assets / Fund Balance$114,429,122$122,854,685▲ $8,425,563

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$724,820$559,276$1,284,096
Land$811,268-$811,268
Equipment$4,411$109,840$114,251
Other Land Buildings$4,688$24,560$29,248

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$84,742,387$1,872,975▲ $8,449,167-$89,690,816
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
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Buck DuncanPresidentFT$170,253$170,253

Board Members and Trustees

NameTitle
Moorhead VermilyeChairman
Alice RyanVice Chairman
Aaron GabrielianDirector
Brett SummersDirector
Bryan MatthewsDirector
Charles LernerDirector
Charles TaylorDirector
Clement HathawayDirector
E Jean AnthonyDirector
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
Nancy MugeleDirector
Rebecca LoukidesDirector
Ruth Ann JonesDirector
Stephen FolarinDirector
Steve 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$123,718
Revenue and Support

Revenue Composition

Contributions and Grants
$6,460,045
Program Service Revenue
$0
Investment Income
$6,543,093
Other Revenue
$17,321
All Other Contributions
$6,460,045
Change in Net Assets
$4,280,760

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 Traded14$743,776Fair Market Value
Total Noncash Contributions14$743,776-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,705,391
Revenue Not Reported on Financial Statements
$315,068
Revenue Not Reported on Form 990
$3,941,091
Total Revenue per Audited Statements
$16,646,482
Total Revenue per Form 990
$13,020,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,047,169
Other Expenses$2,089,704
Salaries, Compensation, and Employee Benefits$602,826
Total Fundraising Expense$174,063
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,785,443--$4,785,443
Grants to Domestic Individuals$1,236,726--$1,236,726
Other Salaries and Wages-$343,613$114,537$458,150
Fees for Service Investment Mgmnt Fees-$315,068-$315,068
Information Technology-$148,455-$148,455
Fees for Services Other-$123,718-$123,718
Other Employee Benefits-$56,548$18,850$75,398
Occupancy-$51,725-$51,725
Payroll Taxes-$26,889$8,963$35,852
Conferences and Meetings-$27,407$8,155$35,562
Pension Plan Contributions-$25,070$8,356$33,426
Fees for Services Accounting-$29,805-$29,805
Foreign Grants$25,000--$25,000
Office Expenses-$18,046$2,005$20,051
Insurance-$12,509-$12,509
Advertising-$5,676$5,675$11,351
Other Expenses$1,300,533$4,634$6,920$4,634
Depreciation Depletion-$1,744-$1,744
Travel-$602$602$1,204
Total Functional Expenses$7,347,702$1,217,934$174,063$8,739,699

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,739,699
Total Expenses per Audited Statements$8,476,356
Expenses per Audited Statements$8,424,631
Expenses Not Reported on Financial Statements$315,068
Expenses Not Reported on Form 990$51,725
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL FOUNDATIONSilver Spring, MDReligious OrgPrograms$1,074,634
Denton Wesleyan CampDenton, MD501(c)(3)Programs and 2022 Projects$191,500
Chesapeake College Foundation IncWye Mills, MD501(c)(3)Programs/financial Aid$172,054
The Vestry of Wye ParishWye Mills, MD501(c)(3)Unrestricted$164,856
Wye River Upper School IncCentreville, MD501(c)(3)Programs/financial Aid$160,000
Sandhills Community College Foundation IncPinehurst, NCGovernmentPrograms$148,536
Trinity Lutheran ChurchJoppa, MD501(c)(3)Unrestricted$148,536
St Michaels Community Center IncSt Michaels, MD501(c)(3)Programs/capital Campaign$134,469
QUEEN ANNE'S COUNTY FREE LIBRARYCenterville, MDReligious OrgKidzone/mobile Library$131,624
Washington CollegeChestertown, MD501(c)(3)Programs$97,894
Ymca of the Chesapeake IncEaston, MD501(c)(3)Programs/financial Aid$87,500
Grasonville Volunteer Fire DepartmentSalisbury, MD-Programs$82,645
Chesterwye Foundation IncQueenstown, MD501(c)(3)Programs$67,926
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$60,058
Chesapeake Audubon SocietyEaston, MD-Programs$58,000
Neighborhood Service Center IncEaston, MD501(c)(3)Programs$57,000
The Gunston School IncCenterville, MD501(c)(3)Programs/financial Aid$52,000
Echo Hill Outdoor SchoolWorton, MD501(c)(3)Scholarships/reconstruction of Boat Shed/dock$50,000
Kent Attainable HousingChestertown, MD501(c)(3)Programs$50,000
The Journey a Wesleyan ChurchEaston, MD-15 Passenger Vehicle With Wheelchair Modifications$50,000
Talbot County Public SchoolsEaston, MD501(c)(3)Programs$45,095
Talbot Hospice Foundation IncEaston, MD501(c)(3)Programs$45,000
Casa of the Mid-shoreEaston, MD501(c)(3)Programs/it Upgrade$41,000
Woodberry Forest SchoolWoodberry Forest, VA501(c)(3)Programs$40,000
Sultana Education FoundationChestertown, MD501(c)(3)Programs$39,769
Mid-atlantic Symphony OrchestraCambridge, MD-Programs$39,305
Academy Art Museum IncEaston, MD501(c)(3)Programs$35,000
Changing PerspectivesMontpelier, VT501(c)(3)Education$35,000
Christ ChurchSt Michaels, MD501(c)(3)Programs$35,000
Schwab CharitableNew Market, VA-Programs$33,561
Hispanic AllianceGreenville, SC501(c)(3)Programs$30,000
Kent School IncChestertown, MD501(c)(3)Programs$30,000
Third Haven Friends MeetingEaston, MD-Programs$30,000
Um Memorial Hospital Foundation IncEaston, MD501(c)(3)Programs$30,000
Um Shore Regional HealthRichmond, VA-Programs$30,000
University System of Maryland Foundation--Programs$30,000
Talbot Community Connections IncEaston, MDReligious OrgPrograms$28,000
Talbot Interfaith Shelter IncEaston, MD501(c)(3)Programs/capacity Building$27,000
Habitat for Humanity Choptank IncTrappe, MD501(c)(3)Programs$25,000
Radcliffe Creek School IncChestertown, MDReligious OrgPrograms/financial Aid$25,000
Shorerivers IncEaston, MD501(c)(3)Programs$20,550
CRITCHLOW ADKINS CHILDREN'S CENTEREaston, MD501(c)(3)Programs/financial Aid/furniture Replacement$20,300
Compass Regional Hospice IncCentreville, MD501(c)(3)Programs$20,000
New Beginnings Youth and Family Services IncCambridge, MD501(c)(3)Programs$20,000
ST PAUL'S EPISCOPAL CHURCHMillsboro, DE-Programs$20,000
The Animal Care Shelter for Kent CountyChestertown, MD501(c)(3)Programs/vet Center Support Room$20,000
People for Change Coalition IncCambridge, MD-Programs$19,300
Baam IncEaston, MDReligious OrgPrograms$18,764
Alpha Genesis CdcCambridge, MD501(c)(3)Programs$18,500
Chesapeake Multicultural Resource Center IncEaston, MD501(c)(3)Programs$18,000
Channel Marker IncEaston, MD501(c)(3)Programs$17,500
Chesapeake Film Festival IncEaston, MD501(c)(3)Programs$17,500
Tilghman Area Youth Association IncTilgman, MD501(c)(3)Programs$17,500
Easton Rotary Club Youth and Community FundEaston, MD-Programs$16,729
For All Seasons IncEaston, MD501(c)(3)Programs$16,432
Chestertown River ArtsChestertown, MDReligious OrgPrograms$16,000
Cambridge Church of the NazareneCambridge, MD501(c)(3)Programs$15,000
Haven Ministries IncChester, MD501(c)(3)Programs$15,000
Kent Conservation & Preservation AllianceBrooklandville, MD-Programs$15,000
Mid-shore Council on Family Violence IncEaston, MD501(c)(3)Programs$15,000
One Mission Cambridge IncEaston, MD-Programs$15,000
Pine Street Committee IncCambridge, MD501(c)(3)Programs$15,000
Positive Strides IncEaston, MD501(c)(3)Programs$15,000
Shenandoah Valley Battlefields Foundation IncEaston, MD-Programs$15,000
Talbot Historical Society IncEaston, MDReligious OrgPrograms/restoration of Cottages$15,000
Talisman Therapeutic Riding IncGrasonville, MD501(c)(3)Restoration and Repair of Indoor Arena$15,000
Kent Island Federation of Arts IncStevensville, MDGovernmentPrograms$12,000
The Country SchoolEaston, MD501(c)(3)Programs/financial Aid$11,250
Talbot HumaneCambridge, MD-Programs$10,018
Baywater Animal RescueCambridge, MD501(c)(3)Programs and Capital Expansion$10,000
Cambridge Adventist ChurchCambridge, MD501(c)(3)Programs$10,000
Cambridge Community Radio IncCambridge, MD501(c)(3)Programs and Station Development and Expansion$10,000
Casa of Caroline IncDenton, MD501(c)(3)Programs$10,000
Cascades Tennis Junior Scholarship FundAspen, CO501(c)(3)Education$10,000
Chesapeake Housing MissionSalisbury, MD501(c)(3)Programs$10,000
Church Hill Theatre IncChurch Hill, MDReligious OrgPrograms/marquee$10,000
Co-op ArundelArnold, MD501(c)(3)Programs$10,000
Coal Creek TheaterLouisville, COReligious OrgPrograms$10,000
Dorchester Chamber Foundation IncCambridge, MD501(c)(3)Scholarships$10,000
Easton High SchoolEaston, MD501(c)(3)Programs/marker Sport Robot$10,000
Eastpoint ChurchEaston, MDReligious OrgPrograms$10,000
Family & Friends of Asbury & Green ChappelGrasonville, MD-Programs$10,000
Farmers and Hunters Feeding the HungryWilliamsport, MDGovernmentMeat Processing$10,000
Garfield Center Foundation IncChestertown, MD-Programs/technology Improvements$10,000
HORIZONS OF KENT AND QUEEN ANNE'S COUNTIESChestertown, MD501(c)(3)Programs$10,000
Harvesting Hope Youth and Family Services IncCambridge, MD501(c)(3)Programs$10,000
Intervale CenterBurlington, VT-Programs$10,000
Johns Hopkins University and MedicineChestertown, MD-Programs$10,000
Key School IncAnnapolis, MD501(c)(3)Programs$10,000
Maryland Association for Parkinson SupportEaston, MD-Programs$10,000
Maryland Food Bank Eastern ShoreEaston, MD-Programs$10,000
Mid Shore Community Mediaton CenterChestertown, MD-Programs$10,000
Open Doors Partners in EducationUpper Marlboro, MD-Programs$10,000
Pleasant Day Medical Adult Day CareCenterville, MD-Programs$10,000
Rebuilding Together Kent County MdChestertown, MD501(c)(3)Programs$10,000
Samaritan Group IncChestertown, MD501(c)(3)Programs$10,000
Sun Valley Film Festival IncSun Valley, ID501(c)(3)Programs$10,000
The Salvation ArmyCambridge, MD-Programs$10,000
University of RichmondOxford, MD-Programs$10,000
Bay Hundred Community Volunteers IncMcdaniel, MDReligious OrgPrograms$8,000
CruOrlando, FL501(c)(3)Programs$7,500
MARTIN'S HOUSE & BARNRidgely, MD501(c)(3)Programs$7,500
Jazz AliveRoyal Oak, MD-Programs$7,000
Really Great Cats Rescue IncChestertown, MD501(c)(3)Programs$7,000
Saints Peter & Paul High SchoolEaston, MD-Programs$6,976
Waters United Methodist ChurchRidgely, MD-Memorial Donation$6,728
Society of St Vincent De PaulEaston, MD501(c)(3)Programs$6,719
AARON'S PLACE INCDenton, MD501(c)(3)Programs$6,500
Benedictine School FoundationEaston, MD-Programs$6,103
Community Civic League of FederalsburgFederalsburg, MD501(c)(3)Programs$6,000
Kent Association of Riding TherapyWorton, MD501(c)(3)Programs$6,000
Junior Achievement of the Eastern Shore IncSalisbury, MD-Programs$5,713
Easton Choral Arts Society IncEaston, MD-Programs$5,243

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$6,969,570
Charitable Gift Annuity Obligation$160,438
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
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Buck Duncan
Formed
1992
Legal Domicile
Md
Voting Board Members
31
Independent Board Members
31
Employees
6
Volunteers
115

Preparer

Firm
Uhy Advisors Mid-atlantic 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 -10,697.”

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, 2023 and 2022, 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, 2020 through june 30, 2022.”

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 $10,697 rental expenses - 50% of bullitt house $51,725 total to schedule d, part xi, line 2d $62,422”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

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

Raw XML AppendixShowing 400 of 1,825 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm13FELIX MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm14MARGARET RENNELS
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IRS990/Form990PartVIISectionAGrp/PersonNm25GEORGE FOX
IRS990/Form990PartVIISectionAGrp/PersonNm26ANDREW MEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm27NANCY MUGELE
IRS990/Form990PartVIISectionAGrp/PersonNm28CHARLES TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm29STEVE RIDEOUT
IRS990/Form990PartVIISectionAGrp/PersonNm30BRETT SUMMERS
IRS990/Form990PartVIISectionAGrp/PersonNm31BUCK DUNCAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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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/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31PRESIDENT
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt03048404
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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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/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07411168

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,854,685
Liabilities
$10,849,826
Net assets
$112,004,859
Revenue
$13,020,459
Expenses
$8,739,699
Net income
$4,280,760
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
2023Detailed filing. Detailed filing data is available for this year.$123$10.8$112$13.0$8.74$4.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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