Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 07-01-2020 , and ending 06-30-2021
Name of foundation
THE MONOCACY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)620-B RESEARCH COURT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FREDERICK, MD21703
A Employer identification number

52-1953383
B Telephone number (see instructions)

(301) 663-8811
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$773,479J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 29,133
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 14,714 14,714  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,296
b Gross sales price for all assets on line 6a 109,660
7 Capital gain net income (from Part IV, line 2)... 50,296
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 94,143 65,010  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 9,192 9,192   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 341 341   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,984 7,294   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,517 16,827   0
25 Contributions, gifts, grants paid....... 53,551 53,551
26 Total expenses and disbursements. Add lines 24 and 25 74,068 16,827   53,551
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,075
b Net investment income (if negative, enter -0-) 48,183
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 11,806 14,978 14,978
2 Savings and temporary cash investments......... 17,657 34,243 34,243
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 557,301 Click to see attachment724,258 724,258
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 586,764 773,479 773,479
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment1,193
23 Total liabilities (add lines 17 through 22)......... 0 1,193
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 586,764 772,286
29 Total net assets or fund balances (see instructions)..... 586,764 772,286
30 Total liabilities and net assets/fund balances (see instructions). 586,764 773,479
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
586,764
2
Enter amount from Part I, line 27a .....................
2
20,075
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
165,447
4
Add lines 1, 2, and 3 ..........................
4
772,286
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
772,286
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAIN DISTRIBUTIONS   2019-01-01 2021-06-30
b MORGAN STANLEY 099   2020-07-01 2021-06-30
c MORGAN STANLEY 099   2019-07-01 2021-06-30
d MS 099 WASH SALE   2019-07-01 2021-06-30
e MORGAN STANLEY 234   2019-07-01 2021-06-30
MORGAN STANLEY 849   2020-07-01 2021-06-30
MORGAN STANLEY 849   2019-07-01 2021-06-30
MORGAN STANLEY 906   2020-07-01 2021-06-30
MORGAN STANLEY 906   2019-07-01 2021-06-30
MS WASH SALE 906   2019-07-01 2021-06-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,060     3,060
b 660   405 255
c 23,495   20,913 2,582
d 36     36
e 54,139   12,803 41,336
10   9 1
2,157   2,141 16
1,051   608 443
25,039   22,485 2,554
13     13
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,060
b       255
c       2,582
d       36
e       41,336
      1
      16
      443
      2,554
      13
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 50,296
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 670
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 670
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 670
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 281
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 281
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 389
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletCOMMUNITYLIVINGINC.ORG/MONOCACYFOUNDATION
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (301) 663-8811

    Located atbullet620-B RESEARCH COURTFREDERICKMD ZIP+4bullet21703
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GEORGE CHANEY II TREASURER
    2.00     		0 0 0
    12541 NEW WINDSOR RD
    NEW WINDSOR,MD21791
    DONALD HILTNER JR VICE PRESIDENT
    2.00     		0 0 0
    2101 GRAYSTONE COURT
    FREDERICK,MD21702
    GAEL BUTCHER PRESIDENT
    2.00     		0 0 0
    613 SHOOK CT W
    GREENCASTLE,PA17225
    KATHY ROHRER SECRETARY
    2.00     		0 0 0
    8206 MORNING DEW LANE
    FREDERICK,MD21702
    DUSTIN SCLATER BOARD MEMBER
    2.00     		0 0 0
    3962 POINT OF ROCKS ROAD
    JEFFERSON,MD21755
    SUSAN HOLTON BOARD MEMBER
    2.00     		0 0 0
    210 CYNTHIA CT
    HARBINGER,NC27941
    MICHELLE HILL BOARD MEMBER
    2.00     		0 0 0
    205 LAYLA DRIVE
    MIDDLETOWN,MD21769
    JIM GANGAWERE BOARD MEMBER
    2.00     		0 0 0
    7401 WILLOW ROAD 410
    FREDERICK,MD21702
    KIM DAIGRE BOARD MEMBER
    2.00     		0 0 0
    620-B RESEARCH COURT
    FREDERICK,MD21703
    JULIA DERONER BOARD MEMBER
    2.00     		0 0 0
    5 GOODWILL CIRCLE
    THURMONT,MD21788
    STACEY HILTNER BOARD MEMBER
    2.00     		0 0 0
    2101 GRAYSTONE COURT
    FREDERICK,MD21702
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    640,450
    b
    Average of monthly cash balances.......................
    1b
    47,916
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    688,366
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    688,366
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,325
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    678,041
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    33,902
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    33,902
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    670
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    670
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    33,232
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    33,232
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    33,232
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    53,551
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    53,551
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    53,551
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 33,232
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 12,091
    b From 2016...... 6,930
    c From 2017...... 14,324
    d From 2018...... 8,223
    e From 2019...... 20,674
    fTotal of lines 3a through e........ 62,242
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 53,551
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 33,232
    e Remaining amount distributed out of corpus 20,319
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 82,561
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		12,091
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		70,470
    10 Analysis of line 9:
    a Excess from 2016.... 6,930
    b Excess from 2017.... 14,324
    c Excess from 2018.... 8,223
    d Excess from 2019.... 20,674
    e Excess from 2020.... 20,319
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARTY YOUNG
    620-B RESEARCH COURT
    FREDERICK,MD21703
    (301) 663-8811
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST INCLUDING DESCRIPTION OF NON-PROFIT ACTIVITIES AND CHARITABLE STATUS.
    cAny submission deadlines:
    ANYTIME
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE A NON-PROFIT ORGANIZATION OR DEVELOPMENTALLY DISABLED PERSON
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABIGAIL FULLER
    5224 BLACK LOCUST DRIVE 405
    FREDERICK,MD21703     		NONE INDIVIDUALS RENT, UTILITIES AND PRESCRIPTIONS FOR INDIVIDUAL IN NEED 400
    AINSLEY BRAND
    5547 N ANNAPOLIS DRIVE
    MT AIRY,MD21771     		NONE INDIVIDUALS PLAYSET FOR INDIVIDUAL IN NEED 1,378
    ALEXIS AMBELLA
    213 CORNELL DRIVE
    WOODSBORO,MD21798     		NONE INDIVIDUALS CHROMEBOOK FOR INDIVIDUAL IN NEED 16
    AMARI HARMON
    400 BRADDOCK AVENUE
    FREDERICK,MD21701     		NONE INDIVIDUALS FEES FOR INDIVIDUAL IN NEED 248
    APRIL KING
    1778 HEATHER LANE
    FREDERICK,MD21701     		NONE INDIVIDUALS COMMUNITY COLLEGE CLASSES FOR INDIVIDUAL IN NEED 875
    BAYLEIGH BENLER
    4494 JADE COURT
    MIDDLETOWN,MD21769     		NONE INDIVIDUALS OCCUPATIONAL THERAPY FOR INDIVIDUAL IN NEED 500
    BILL BARTLES
    246 WYNGATE DRIVE
    FREDERICK,MD21701     		NONE INDIVIDUALS OSTOMY SUPPLIES FOR INDIVIDUAL IN NEED 500
    BRITTANY ROBINSON
    6836 KELLY STORE ROAD
    THURMONT,MD21788     		NONE INDIVIDUALS SOCIAL/RECREATIONAL FEE FOR INDIVIDUAL IN NEED 500
    BRYNLEIGH SHILLINGER
    5905 UNION RIDGE DRIVE
    UNION BRIDGE,MD21710     		NONE INDIVIDUALS PLAYSET SWING FOR INDIVIDUAL IN NEED 600
    CADE SUDDITH
    12266 WELLER RD
    MONROVIA,MD21770     		NONE INDIVIDUALS DRUM EQUIPMENT FOR INDIVIDUAL IN NEED 435
    CARLEY TRICE
    5230 SHOOKSTOWN ROAD
    FREDERICK,MD21702     		NONE INDIVIDUALS SPEECH THERAPY FOR INDIVIDUAL NEED 500
    CHRISTOPHER CREGER
    302 BRAEBURN DRIVE
    WALKERSVILLE,MD21793     		NONE INDIVIDUALS HORSEBACK RIDING LESSONS FOR INDIVIDUAL IN NEED 490
    CHRISTOPHER HARBOUT
    532 ISAAC RUSSELL STREET
    FREDERICK,MD21774     		NONE INDIVIDUALS ADAPTICE SWING SET FOR INDIVIDUAL IN NEED 714
    CLARK ZECKER
    5531 CATHOLIC CHURCH ROAD
    JEFFERSON,MD21755     		NONE INDIVIDUALS SHED FOR INDIVIDUAL IN NEED 1,200
    CODY LARMAN
    6449 WOODVILLE ROAD
    MT AIRY,MD21771     		NONE INDIVIDUALS CHROMEBOOK FOR INDIVIDUAL IN NEED 200
    COMMUNITY FOUNDATION OF FREDERICK C
    312 E CHURCH ST
    FREDERICK,MD21701     		NONE PUBLIC FOR STUDENTS WITH DISABILITIES C/O DORIS REMSBURG TRUST 825
    COMMUNITY LIVING INC
    620-B RESEARCH CT
    FREDERICK,MD21703     		NONE PUBLIC PERSONAL SUPPORT PROGRAM FOR INDIVIDUALS IN NEED 3,500
    DANIEL VAN NESS
    225 COBBLE WAY
    WALKERSVILLE,MD21793     		NONE INDIVIDUALS CLASSES FOR INDIVIDUAL IN NEED 560
    EDEN LA JEUNESS
    106 MOUNTAIN CREEK CIRCLE
    FREDERICK,MD21702     		NONE INDIVIDUALS PHYSICAL THERAPY FOR INDIVIDUAL IN NEED 500
    ELAINE RIPPEON
    1617 QUIET COVE ROAD
    NEW MARKET,MD21774     		NONE INDIVIDUALS CAMP FEE FOR INDIVIDUAL IN NEED 1,618
    ELIJAH BEAR
    2415 DUNMORE COURT
    FREDERICK,MD21702     		NONE INDIVIDUALS THERAPY FOR INDIVIDUAL IN NEED 500
    EMORY BEERS
    8005 RUNNYMEADE DRIVE
    FREDERICK,MD21702     		NONE INDIVIDUALS FOOD, RENT AND DIAPERS FOR INDIVIDUAL IN NEED 503
    EROS GOOGASH
    5517 WESTCOTT CIRCLE
    FREDERICK,MD21703     		NONE INDIVIDUALS OCCUPATIONAL THERAPY FOR INDIVIDUAL IN NEED 500
    ESSA BATARSEH
    647 CAWLEY DRIVE
    FREDERICK,MD21703     		NONE INDIVIDUALS DENTAL FOR INDIVIDUAL IN NEED 500
    EVAN LAMOREAUX
    4903 VALLEY PINE DRIVE
    FREDERICK,MD21703     		NONE INDIVIDUALS EQUIPMENT AND TOYS FOR INDIVIDUAL IN NEED 643
    FRANCIS HILL
    8022 CATTAIL COURT
    FREDERICK,MD21701     		NONE INDIVIDUALS THERAPY FOR INDIVIDUAL IN NEED 500
    FREDERICK COUNTY 4-H THERAPEUTIC RI
    11515 ANGLEBERGER RD
    THURMONT,MD21788     		NONE PUBLIC VARIOUS ADAPTIVE EQUIPMENT AND DEVICES FOR INDIVIDUALS IN NEED 1,404
    GABRIEL SHUMAN
    5301 IVYWOOD DR NORTH
    FREDERICK,MD21703     		NONE INDIVIDUALS MEDICAL EXPENSES FOR INDIVIDUAL IN NEED 1,000
    GARRETT TYERYAR
    9823 LIBERY ROAD 4
    FREDERICK,MD21701     		NONE INDIVIDUALS CLOTHING FOR INDIVIDUAL IN NEED 530
    GARY GRANT
    1302 HAMPSHIRE DRIVE
    FREDERICK,MD21702     		NONE INDIVIDUALS HEADPHONES FOR INDIVIDUAL IN NEED 450
    GERALD SARE
    102 LAVENPORT CIRCLE
    FREDERICK,MD21702     		NONE INDIVIDUALS CLASSES FOR INDIVIDUAL IN NEED 300
    HAILEY DIAMOND
    2514 OLD NATIONAL PIKE
    MIDDLETOWN,MD21769     		NONE INDIVIDUALS THERAPY FOR INDIVIDUAL IN NEED 400
    JACK FLORIMBIO
    8794 DARING COURT
    WALKERSVILLE,MD21793     		NONE INDIVIDUALS DRIVER'S ED/FCC CLASSES FOR INDIVIDUAL IN NEED 500
    JAMIE RODERUCK
    9355 WATER STREET ROAD
    WALKERSVILLE,MD21793     		NONE INDIVIDUALS MUSIC THERAPY FOR INDIVIDUAL IN NEED 500
    JAMIL LAWAL
    1204 ALBAN COURT 1-D
    FREDERICK,MD21703     		NONE INDIVIDUALS CLOTHING, DIAPERS AND TOYS FOR INDIVIDUAL IN NEED 438
    JANET ANDERSON
    1402 DAVID LANE
    FREDERICK,MD21703     		NONE INDIVIDUALS FCC CLASSES AND GLASSES FOR INDIVIDUAL IN NEED 436
    JASMINE GRANT
    1302 HAMPSHIRE DRIVE
    FREDERICK,MD21702     		NONE INDIVIDUALS TECH AND BED TENT FOR INDIVIDUAL IN NEED 744
    JAY BOWSER
    2125 BB WAINWRIGHT COURT
    FREDERICK,MD21702     		NONE INDIVIDUALS CAR INSURANCE FOR INDIVIDUAL IN NEED 600
    JAYLIN RAMIREZ
    90 WAVERLEY DRIVE I-104
    FREDERICK,MD21702     		NONE INDIVIDUALS DIAPERS FOR INDIVIDUAL IN NEED 532
    JEAN HEAN
    103 WHISKEY CREEK CIRCLE
    FREDERICK,MD21702     		NONE INDIVIDUALS COMMUNITY COLLEGE FEE FOR INDIVIDUAL THAT WORKS WITH THOSE IN NEED 1,075
    JOEDY JOHN ATKINSON
    5626 WELLSPRING CT
    NEW MARKET,MD21774     		NONE INDIVIDUALS HORSEBACK RIDING LESSONS FOR INDIVIDUAL IN NEED 490
    JOHN BAKER
    1003 GREYSTONE DRIVE 1-E
    FREDERICK,MD21701     		NONE INDIVIDUALS RENT AND EXPENSES FOR INDIVIDUAL IN NEED 400
    JORDAN BLAUM
    2506 SHELLEY CIRCLE UNIT 1B
    FREDERICK,MD21702     		NONE INDIVIDUALS VAN REPAIRS FOR INDIVIDUAL IN NEED 1,602
    JOSEPH REYES
    1419 KEY PARKWAY 3-C
    FREDERICK,MD21703     		NONE INDIVIDUALS RENT FOR INDIVIDUAL IN NEED 400
    JOSH NOONAN
    1848 MILLSTREAM DRIVE
    FREDERICK,MD21702     		NONE INDIVIDUALS MEDICAL BILLS FOR INDIVIDUAL IN NEED 475
    KIERCE THOMPSON
    400 BRADDOCK AVENUE
    FREDERICK,MD21701     		NONE INDIVIDUALS CUSTOM FISHING ROD FOR INDIVIDUAL IN NEED 209
    LARRY RUCOSKY
    1619 THOMAS DRIVE
    MT AIRY,MD21777     		NONE INDIVIDUALS HORSEBACK RIDING LESSONS FOR INDIVIDUAL IN NEED 490
    LEE REED
    506 N BENTZ STREET
    FREDERICK,MD21701     		NONE INDIVIDUALS CAMP FEE FOR INDIVIDUAL IN NEED 475
    LINCOLN MULLINEAUX
    915 JUDAL WAY
    FREDERICK,MD21701     		NONE INDIVIDUALS MUSIC THERAPY FOR INDIVIDUAL IN NEED 500
    LINDA MADDOXX
    9003 HAMBURG ROAD
    FREDERICK,MD21702     		NONE INDIVIDUALS BED FOR INDIVIDUAL IN NEED 500
    LINDA MARSH
    424 PINOAK PLACE
    FREDERICK,MD21701     		NONE INDIVIDUALS HAIR APPOINTMENTS FOR INDIVIDUAL IN NEED 750
    MADDOX MERVINSKY
    9316 BALL ROAD
    IJAMSVILLE,MD21754     		NONE INDIVIDUALS SWINGS FOR INDIVIDUAL IN NEED 503
    MARK FLORIMBIO
    8794 DARING COURT
    WALKERSVILLE,MD21793     		NONE INDIVIDUALS DRIVERS ED CLASSES FOR INDIVIDUAL IN NEED 340
    MARK RANDOLPH
    1401 PINEWOOD DRIVE
    FREDERICK,MD21701     		NONE INDIVIDUALS CAMP FEE FOR INDIVIDUAL IN NEED 475
    MATTHEW LEWIS
    1240 OAKWOOD DRIVE
    FREDERICK,MD21701     		NONE INDIVIDUALS CAT FOOD FOR INDIVIDUAL IN NEED 600
    MAURA PATTERSON
    11210 GAMBRILL PARK ROAD
    FREDERICK,MD21702     		NONE INDIVIDUALS VACATION FOR INDIVIDUAL IN NEED 456
    NIKKI SPROLES
    1012 GEORGIA AVENUE
    HAGERSTOWN,MD21740     		NONE INDIVIDUALS DENTAL AND GLASSES FOR INDIVIDUAL IN NEED 496
    NOVA DAVIS
    2653 EVERLY DRIVE
    FREDERICK,MD21701     		NONE INDIVIDUALS EDUCATION AND DEVELOPMENT FOR INDIVIDUAL IN NEED 332
    RICHARD A SHUTTER JR
    2023 CHAMBERLAIN DR
    FREDERICK,MD21702     		NONE INDIVIDUALS TRAIN TRIP FOR INDIVIDUAL IN NEED 1,000
    SAM SILVERMAN
    10206 ALLVIEW DRIVE
    FREDERICK,MD21701     		NONE INDIVIDUALS SUMMER CAMP FOR AN INDIVIDUAL IN NEED 500
    SAMMY SAAH
    915 UNION RIDGE CT
    ADAMSTOWN,MD21710     		NONE INDIVIDUALS PHARMACY BILL FOR INDIVIDUAL IN NEED 602
    SANDRA KAAS
    2157 WAINWRIGHT CT APT 2A
    FREDERICK,MD21702     		NONE INDIVIDUALS VET BILLS FOR INDIVIDUAL IN NEED 92
    SIMON MULLARKEY
    5894 UNION RIDGE COURT
    ADAMSTOWN,MD21710     		NONE INDIVIDUALS THERAPY FOR INDIVIDUAL IN NEED 490
    SOPHIA STONE
    5510 AERIAL PLACE
    FREDERICK,MD21703     		NONE INDIVIDUALS THERAPY FOR INDIVIDUAL IN NEED 490
    STARR GARDINER
    1775 HEATHER LANE
    FREDERICK,MD21702     		NONE INDIVIDUALS SOCIAL AND RECREATIONAL FEES FOR INDIVIDUAL IN NEED 500
    SUSIE ARMENTROUT
    105 EDINBURGH WAY
    WALKERSVILLE,MD21793     		NONE INDIVIDUALS NEW BED FOR INDIVIDUAL IN NEED 500
    TIFFANI BETHEL
    1012 DOUGHTEN PLABE B
    FREDERICK,MD21702     		NONE INDIVIDUALS LAPTOP AND CLASSES FOR INDIVIDUAL IN NEED 792
    TRACEY CAYNOR
    1743 CARRIAGE WAY
    FREDERICK,MD21702     		NONE INDIVIDUALS CHROMEBOOK FOR INDIVIDUAL IN NEED 1,442
    TYLOR SKINNER
    7140 POOLE JONES ROAD
    FREDERICK,MD21702     		NONE INDIVIDUALS MUSIC THERAPY FOR INDIVIDUAL IN NEED 500
    WILLIAM BARNHARD
    6101 COOLSPRING TERRACE SOUTH
    FREDERICK,MD21701     		NONE INDIVIDUALS HORSEBACK RIDING LESSONS FOR INDIVIDUAL IN NEED 490
    ZAVIER ZIZZAMIA
    6915 FOXCHASE ROAD
    NEW MARKET,MD21774     		NONE INDIVIDUALS TOYS, DIAPERS AND WIPES FOR INDIVIDUAL IN NEED 658
    ZOMAYAH ROSARIO
    7203 W HUFF BLVD
    FREDERICK,MD21702     		NONE INDIVIDUALS ADAPTIVE TOYS, DIAPERS AND WIPES FOR INDIVIDUAL IN NEED 373
    JANE DAVIS
    1001 COLUMBINE DRIVE 1B
    FREDERICK,MD21701     		NONE INDIVIDUALS VACATION FOR INDIVIDUAL IN NEED 550
    PAUL MOSS
    499 E CHURCH STREET
    FREDERICK,MD21701     		NONE INDIVIDUALS CLASS AND TRANSPORTATION FOR INDIVIDUAL IN NEED 478
    SPECIAL OLYMPICS OF FREDERICK COUNT
    PO BOX 33
    FREDERICK,MD21703     		NONE PUBLIC UNIFORMS FOR INDIVIDUALS IN NEED 600
    ZEKE BODDICKER
    910 MOTTER PLACE
    FREDERICK,MD21701     		NONE INDIVIDUALS FENCE FOR INDIVIDUAL IN NEED 1,000
    VARIETY DC
    1705 N STREET NW
    WASHINGTON,DC20036     		NONE PUBLIC ASSISTANCE FOR INDIVIDUALS IN NEED 2,800
    SOPHIE MADIGAN'S PLAYGROUND
    PO BOX 1628
    FREDERICK,MD21702     		NONE PUBLIC ASSISTANCE FOR PLAYGROUND EQUIPMENT FOR INDIVIDUALS IN NEED 1,000
    AFFOUE SANFO
    313 BICTON COMMONS
    FREDERICK,MD21702     		NONE INDIVIDUALS ASSISTANCE FOR INDIVIDUAL IN NEED 512
    FIFI CAMARA
    12805 LITTLE ELLIOTT DRIVE 9
    HAGERSTOWN,MD21742     		NONE INDIVIDUALS CAMERA FOR INDIVIDUAL IN NEED 1,075
    Total .................................bullet 3a 53,551
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 14,714  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        50,296
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 14,714 50,296
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    65,010
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    8 AS THESE ITEMS ARE THE ONLY SOURCES OF INCOME OTHER THEN CONTRIBUTIONS
    8 ALL INCOME IS USED TO ACCOMPLISH ITS PURPOSE OF PROVIDING GRANTS TO
    8 INDIVIDUALS AND ORGANIZATIONS WHO ARE LESS FORTUNATE.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE MONOCACY FOUNDATION INC
     
    Employer identification number

    52-1953383
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE MONOCACY FOUNDATION INC
          		Employer identification number
    52-1953383
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    GEORGE AND NANCY DELUTUSH
    10244 ROYAL ST ANDREWS PLACE
     
    IJAMSVILLE, MD21754

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE MONOCACY FOUNDATION INC
          		Employer identification number

    52-1953383
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE MONOCACY FOUNDATION INC
          		Employer identification number

    52-1953383
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE MONOCACY FOUNDATION INC
    EIN:
    52-1953383
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,200 4,200   0
    BOOKKEEPER 4,992 4,992   0

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE MONOCACY FOUNDATION INC
    EIN:
    52-1953383
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MORGAN STANLEY SMITH BARNEY MUTUAL FUNDS FMV 724,258 724,258

    TY 2020 OtherExpensesSchedule
    Name:
    THE MONOCACY FOUNDATION INC
    EIN:
    52-1953383
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 1,988 0   0
    POSTAGE 353 0   0
    MEETINGS 137 0   0
    COMPUTER AND WEBSITE EXPENSES 711 0   0
    MARKETING AND PROMOTION 108 0   0
    BROKER AND BANK FEES 7,294 7,294   0
    INTEREST ON CREDIT CARD 40 0   0
    DUES AND MEMBERSHIPS 353 0   0


    TY 2020 OtherIncreasesSchedule
    Name:
    THE MONOCACY FOUNDATION INC
    EIN:
    52-1953383
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 165,447


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE MONOCACY FOUNDATION INC
    EIN:
    52-1953383
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARDS PAYABLE 0 1,193


    TY 2020 TaxesSchedule
    Name:
    THE MONOCACY FOUNDATION INC
    EIN:
    52-1953383
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 341 341   0