Form 990 for tax year 2023

Totals

Total revenue

$21,855,112

Total expenses

$11,228,669

Contributions and grants received

$9,064,593

Grants paid

$8,447,146

Program service revenue

$0

Investment income

$12,790,519

Other revenue

$0

Total assets, end of year

$193,334,693

Total liabilities, end of year

$13,126,797

Net assets or fund balances, end of year

$180,207,896

Program services expenses (Part IX)

$9,266,974

Management and general expenses

$1,393,788

Fundraising expenses

$567,907

Program service expenses (Part III)

$9,266,974

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• STRATEGIC INITIATIVE GRANTS - THE COMMUNITY FOUNDATION IDENTIFIES COMMUNITY NEEDS THROUGH PERIODIC ASSESSMENTS AND, BASED UPON THESE FINDINGS, DETERMINES STRATEGIC PRIORITIES FOR ITS DISCRETIONARY GRANTMAKING. QUALIFIED 501C3 ORGANIZATIONS AND GOVERNMENT/QUASI-GOVERNMENT ENTITIES APPLYING FOR FUNDING PROGRAMS NOT NORMALLY PROVIDED THROUGH TAX REVENUE MAY APPLY FOR STRATEGIC FUNDING. APPLICANTS PARTICIPATE IN A RIGOROUS REVIEW PROCESS CONDUCTED BY THE COMMUNITY FOUNDATION'S VOLUNTEER GRANTS COMMITTEE. APPLICANTS MUST BE IN GOOD STANDING WITH ALL STATE AND FEDERAL REGISTRATIONS, AND MUST PROVIDE DESCRIPTIONS OF THEIR PROGRAMS, UNITS OF SERVICE, EXPECTED OUTCOMES, AND DETAILED FINANCIAL INFORMATION. REQUIRED REPORTS ENSURE ACCOUNTABILITY.

  Expenses $744,529 · Grants $539,091

• Withheld by Nonprofiteer: this text may name a private individual.

  Expenses $2,545,508 · Grants $2,136,556

• IMPACT AND OTHER GRANTS - THE COMMUNITY FOUNDATION ADMINISTERS GRANTS FROM FIELD OF INTEREST, DONOR-ADVISED AND DESIGNATED FUNDS ESTABLISHED BY DONORS WHO WANT TO CREATE IMPACT AND SUPPORT THEIR FAVORITE CAUSES. FIELD OF INTEREST FUND FOUNDERS SPECIFY GENERAL AREAS FOR THE COMMUNITY FOUNDATION TO DIRECT ITS GRANTMAKING, BUT NOT SPECIFIC NONPROFITS. DONOR-ADVISED FUND FOUNDERS RECOMMEND GRANTS FROM THEIR FUNDS, WITH THE COMMUNITY FOUNDATION BOARD OF TRUSTEES HAVING FINAL APPROVAL. GRANTS FROM DESIGNATED FUNDS SUPPORT THE COMMUNITY CAUSES IDENTIFIED IN THE AGREEMENT EXECUTED WHEN THE DONOR ESTABLISHED THE FUND WITH THE COMMUNITY FOUNDATION. ALL GRANTEES MUST BE IN GOOD STANDING WITH ALL STATE AND FEDERAL REGISTRATIONS AND SOME MUST PROVIDE DESCRIPTIONS OF THE IMPACT OF THEIR PROGRAMS AND REPORTS TO ENSURE ACCOUNTABILITY.

  Expenses $5,976,937 · Grants $5,771,499

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• FREDERICK HEALTH HOSPITAL INC

  $1,000,769

  GOOD SAMARITAN, EMERGENCY SERVICES, DEVELOPMENT COUNCIL, UTILIZING PROMOTION FITNESS FOR CANCER SURVIVORS, COMMUNITY RESOURCE GARDEN AT FREDERICK VILLAGE, PURCHASE OF MEDICATION MANAGEMENT TOOLS FOR BEHAVIORAL HEALTH UNIT PATIENTS, UNRESTRICTED

• HOWARD CHAPEL RIDGEVILLE UNITED METHODIST CHURCH

  $311,110

  CHURCH PROGRAMS

• CHURCH OF THE TRANSFIGURATION

  $247,893

  UNRESTRICTED

• HEARTLY HOUSE INC

  $209,638

  CHILDREN'S SERVICES AND PROGRAMS, CHILD ABUSE PREVENTION PROGRAMS, SURVIVOR HOMELESSNESS PREVENTION, COMMUNITY BASED SERVICES PROGRAM, COUNSELING FOR FAMILIES EXPERIENCING TRAUMA, EMERGENCY SHELTER, SCHOLARSHIPS TO PERSONS SERVED, UNRESTRICTED

• DOWNTOWN FREDERICK PARTNERSHIP INC

  $191,214

  FLOWERS OVER FREDERICK PROJECT AND DOWNTOWN HOLIDAY LIGHTS PROJECT, UNRESTRICTED

• ARC OF FREDERICK COUNTY INC

  $114,638

  UNRESTRICTED

• FRIENDS FOR NEIGHBORHOOD PROGRESS INC

  $113,300

  VEHICLE AND FOOD PURCHASES, STAFF EXPANSION, CASE MANAGEMENT SERVICES FOR CLIENTS EXPERIENCING SUBSTANCE USE DISORDERS, HOUSING SUBSIDIES FOR CLIENTS EXPERIENCING SUDS.

• BEYOND SHELTER

  $107,265

  EMERGENCY AND COLD WEATHER SHELTER EXPENSES, HOMELESSNESS PREVENTION FOR INDIVIDUALS AND FAMILIES FINANCIAL ASSISTANCE AND UNRESTRICTED

• BLESSINGS IN A BACKPACK INC

  $107,033

  WEEKEND FOOD BACKPACKS FOR LOW-INCOME FCPS STUDENTS, FCPS SUCCESS PROGRAM AND CHILDREN ATTENDING FREDERICK COUNTY YMCA HEAD START PROGRAM, SHELVING, UNRESTRICTED

• FREDERICK HEALTH HOSPICE

  $94,876

  UNRESTRICTED, CAMP JAMIE EXPENSES, KLINE HOSPICE HOUSE, VETERAN'S PROGRAM

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• THE COMMUNITY FOUNDATION HOLDING COMPANY INC

  501(C)(3) · PROVIDE FINANCIAL SUPPORT TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MD · MD · controlled entity

• THE AUSHERMAN FAMILY TRUST

  501(C)(3) · PROVIDE SUPPORT TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MD · MD

• THE PLEASANTS SUPPORTING CHARITABLE TRUST

  501(C)(3) · PROVIDE FINANCIAL SUPPORT TO THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MD · MD · controlled entity

Provenance

Return type

form_990

Tax year

2023

Filed

8 May 2025

IRS schema version

2023v6.0

Source object

202541329349304384

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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