TIN:
SCHEDULE A
(Form 990 or 990EZ)
Department of the Treasury
Internal Revenue Service
(Form 990 or 990EZ)
Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. Go to
www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Inspection
Name of the organization
SB7 COALITION INC
Employer identification number
82-4122642
82-4122642
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations
...............................
g
Provide the following information about the supported organization(s).
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2020
Schedule A (Form 990 or 990-EZ) 2020
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
| Calendar year (or fiscal year beginning in) |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 0 | 0 | 5,731 | 72 | 5,803 | |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 5,731 | 72 | 5,803 | |||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 5,803 | |||||
| Calendar year
(or fiscal year beginning in) |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 5,731 | 72 | 5,803 | |||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 5,803 | |||||
12
12
13
First 5 years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
14
100.000 %
15
15
16a
b
17a
b
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions .....................................................
instructions .....................................................
Schedule A (Form 990 or 990-EZ) 2020
Schedule A (Form 990 or 990-EZ) 2020
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
| Calendar year (or fiscal year beginning in) |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
| Calendar year (or fiscal year beginning in) |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
14
Section C. Computation of Public Support Percentage
15
15
16
16
Section D. Computation of Investment Income Percentage
17
17
18
18
19a
b
20
Schedule A (Form 990 or 990-EZ) 2020
Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete
Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of
Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and
complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was
described in section 509(a)(1) or (2).
2
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)?
If "Yes," answer lines 3b and 3c below.
3a
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the
public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the
determination.
3b
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes?
If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
4a
Was any supported organization not organized in the United States ("foreign supported organization")?
If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported
organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or
supervised by or in connection with its supported organizations.
4b
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections
501(c)(3) and 509(a)(1) or (2)?
If “Yes,” explain in Part VI what controls the organization used to ensure that all support to
the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
5a
Did the organization add, substitute, or remove any supported organizations during the tax year?
If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers
of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the
organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by
amendment to the organizing document).
5a
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the
organization's organizing document?
5b
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other
than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its
supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing
organization’s supported organizations?
If “Yes,” provide detail in Part VI.
6
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in
section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a
substantial contributor?
If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7?
If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as
defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))?
If “Yes,” provide detail in Part VI.
9a
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting
organization had an interest?
If “Yes,” provide detail in Part VI.
9b
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets
in which the supporting organization also had an interest?
If “Yes,” provide detail in Part VI.
9c
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain
Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)?
If “Yes,” answer line 10b below.
10a
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine
whether the organization had excess business holdings).
10b
Schedule A (Form 990 or 990-EZ) 2020
Schedule A (Form 990 or 990-EZ) 2020
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below,
the governing body of a supported organization?
11a
b
A family member of a person described in 11a above?
11b
c
A 35% controlled entity of a person described in line 11a or 11b above?
If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or
elect at least a majority of the organization’s directors or trustees at all times during the tax year?
If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the
organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint
and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any,
applied to such powers during the tax year.
1
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that
operated, supervised, or controlled the supporting organization?
If “Yes,” explain in Part VI how providing such benefit
carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting
organization.
2
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of
each of the organization’s supported organization(s)?
If “No,” describe in Part VI how control or management of the
supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s
tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the
Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing
documents in effect on the date of notification, to the extent not previously provided?
1
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s)
or (ii) serving on the governing body of a supported organization?
If "No," explain in Part VI how the organization
maintained a close and continuous working relationship with the supported organization(s).
2
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the
organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year?
If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year
(see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported
organization(s) to which the organization was responsive?
If "Yes," then in Part VI identify those supported
organizations and explain how these activities directly furthered their exempt purposes, how the organization was
responsive to those supported organizations, and how the organization determined that these activities constituted
substantially all of its activities.
2a
b
Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one
or more of the organization’s supported organization(s) would have been engaged in?
If "Yes," explain in Part VI the reasons for the
organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s
involvement.
2b
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of
the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its
supported organizations?
If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
Schedule A (Form 990 or 990-EZ) 2020
Schedule A (Form 990 or 990-EZ) 2020
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
7
Schedule A (Form 990 or 990-EZ) 2020
Schedule A (Form 990 or 990-EZ) 2020
Page 7
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
Schedule A (Form 990 or 990-EZ) (2020)
Schedule A (Form 990 or 990-EZ) 2020
Page 8
Part VI
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART, II, LINE 1 (PAGES 21 - 44) | INTRODUCTION SB7 COALITION, INC. ("SB7") RESPECTFULLY REQUESTS THAT THE CONTRIBUTION OF CASH OF $9,193,071 MILLION THAT SB7 RECEIVED FROM BALTIMORE URBAN REVITALIZATION LLC, A DELAWARE LIMITED LIABILITY COMPANY ("BUR"), AND SAGAMORE DEVELOPMENT COMPANY, LLC, A MARYLAND LIMITED LIABILITY COMPANY ("SDC") (TOGETHER WITH BUR, THE "GRANTORS"), IN DECEMBER 2020 (THE "CONTRIBUTION"), BE TREATED AS AN UNUSUAL GRANT UNDER SECTION 1.509(A)-3(C)(3) OF THE TREASURY REGULATIONS DUE TO THE CONTRIBUTION'S UNEXPECTED SIZE AND TIMING, THE SIGNIFICANT ADVERSE IMPACT THE CONTRIBUTION HAS ON CAUSING SB7 TO FAIL ITS PUBLIC SUPPORT TEST, AND A NUMBER OF OTHER FACTORS. SB7 IS A NON-STOCK, NONPROFIT CORPORATION ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND RELATED PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). SB7 IS INTENDED TO PROVIDE EDUCATION, YOUTH PROGRAMS, ENVIRONMENTAL QUALITY BENEFITS, GREEN SPACE, COMMUNITY CLEAN-UP, READING, AND SOCIAL INITIATIVES TO SIX UNDERSERVED AND DISADVANTAGED SOUTH BALTIMORE COMMUNITIES WITH THOUSANDS OF RESIDENTS. SECTION 1.509(A)-3(C)(3) OF THE TREASURY REGULATIONS PROVIDES THAT A CONTRIBUTION MAY BE EXCLUDED AS AN "UNUSUAL GRANT" FROM THE DENOMINATOR AND THE NUMERATOR OF THE PUBLIC SUPPORT TEST BASED ON A FACTS AND CIRCUMSTANCES REVIEW. THE EXCLUSION GENERALLY APPLIES TO SUBSTANTIAL CONTRIBUTIONS AND BEQUESTS FROM DISINTERESTED PARTIES WHICH, CONTRIBUTIONS OR BEQUESTS: (I) ARE ATTRACTED BY REASON OF THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION; (II) ARE UNUSUAL OR UNEXPECTED WITH RESPECT TO THE AMOUNT THEREOF; AND (III) WOULD BY REASON OF THEIR SIZE, ADVERSELY AFFECT THE STATUS OF THE ORGANIZATION AS NORMALLY MEETING THE ONE-THIRD SUPPORT TEST. THESE THREE FACTORS ARE AN INITIAL INQUIRY TO BE MADE BEFORE THE ACTUAL DETERMINATION OF WHETHER THE GRANT IS AN UNUSUAL GRANT IS MADE. ALTHOUGH NORMALLY UNUSUAL GRANTS COME FROM DISINTEREST PERSONS, THAT IS NOT ALWAYS THE CASE AND THAT IS NOT REQUIRED IN ORDER FOR A GRANT TO BE CLASSIFIED AS "UNUSUAL." INDEED, THE REGULATION ACTUALLY USES THE WORD "GENERALLY" BECAUSE THERE ARE SITUATIONS WHERE A PARTY THE PROVIDING THE UNUSUAL GRANT MIGHT BE RELATED IN SOME WAY TO THE ORGANIZATION SEEKING UNUSUAL GRANT CLASSIFICATION -- AS IN THIS CASE. HERE, UNDER VERY UNIQUE CIRCUMSTANCES, THE GRANTORS MADE THE CONTRIBUTION DURING 2020 IN A LUMP SUM PAYMENT OF A SINGLE $9M CONTRIBUTION WITH AN ADDITIONAL SMALL PAYMENT OF $193,071 NEARLY SIMULTANEOUSLY TO FUND CHARITABLE, EDUCATIONAL, AND OTHER COMMUNITY PROJECTS FOR THOUSANDS OF PEOPLE IN SEVEN BALTIMORE COMMUNITIES. THE COMMUNITIES, WHICH TOGETHER AS SB7, AND GRANTORS, HAD EXPECTED TIME TO RAMP-UP FROM 2017 (THE FORMATION OF SB7), GENERATE MANY CHARITABLE FUNDS AND ENGAGE IN COMMUNITY PROJECTS, CHARITABLE AND EDUCATIONAL ACTIVITIES, AND OVER SEVERAL YEARS RECEIVE FUNDING FROM THE $9 MILLION. THE PANDEMIC AND OTHER FORCES DIDN'T ALLOW THAT TO OCCUR. HENCE, THE NEED FOR THIS REQUEST. BACKGROUND AND BASIS FOR THE CONTRIBUTION THE BACKGROUND OF WHY THE GRANT WAS MADE AND WHY IT WAS MADE IN A LUMP SUM IS IMPORTANT, ALTHOUGH ADMITTEDLY NOT NORMALLY PART OF WHAT THE IRS HEARS IN THESE NARRATIVES. SB7 WAS CREATED TO SUPPORT SIX SOUTH BALTIMORE NEIGHBORHOOD GROUPS, TOGETHER WITH THE PORT COVINGTON COMMUNITY BEING RE-DEVELOPED, IN AND AROUND SOUTH BALTIMORE, FORMALIZE THEIR COMMITMENT TO REVITALIZING THE SIX COMMUNITIES OF BROOKLYN, CHERRY HILL, CURTIS BAY, LAKELAND, MT. WINANS AND WESTPORT, COLLECTIVELY KNOWN AS HEREIN AS THE "SOUTH BALTIMORE 6 COMMUNITIES". . THESE COMMUNITY GROUPS HAVE FORMED SB7 SO THAT THEIR COLLECTIVE EFFORTS TO IMPROVE THE LIVES OF THE RESIDENTS IN THE SOUTH BALTIMORE 6 COMMUNITIES WILL HAVE GREATER EFFICIENCY AND EFFICACY. HISTORICALLY THESE COMMUNITIES MAY HAVE SHARED CERTAIN COMMON THEMATIC ISSUES, BUT HAVE NOT BROUGHT TOGETHER THE NEIGHBORS TO WORK TOWARD SHARED COMMUNITY SOLUTIONS AND DEVELOP GOALS BECAUSE OF THE DIFFERENT DEMOGRAPHICS, AS MICHAEL MIDDLETON, SB7'S PRESIDENT, SAID: "WE WERE SEPARATED BY NEIGHBORHOODS AND, FRANKLY, BY RACE." MICHAEL IS A LIFELONG BALTIMORE RESIDENT WHO LEADS THE CHERRY HILL COMMUNITY COALITION, WHICH IS ONE OF THE MEMBER GROUPS OF THE COALITION. HE IS OPTIMISTIC THAT SB7 SEEKING SHARED COMMUNITY SOLUTIONS WILL SUCCEED IN CREATING NEW JOBS, IMPROVING EDUCATION AND GENERATING NEW RESOURCES AND PROGRAMS FOR YOUTH. THE PORT COVINGTON DEVELOPMENT PROJECT OF HUNDREDS OF ACRES, SURROUNDED BY THE SOUTH BALTIMORE 6 COMMUNITIES, ENTERED INTO A COMMUNITY BENEFITS AGREEMENT ("CBA") IN 2016 WITH SPECIFIC COMMUNITY-WIDE REPRESENTATIVE ORGANIZATIONS FROM EACH OF THE SOUTH BALTIMORE 6 COMMUNITIES THAT SURROUND PORT COVINGTON. SPECIFICALLY, THE CBA WAS INTENDED TO LEVERAGE PUBLIC SUPPORT FROM THESE COMMUNITIES AND PUT INTO PLACE ADDITIONAL LONG-TERM BENEFITS THAT WOULD FLOW TO REVITALIZE THESE COMMUNITIES. PART OF THE CBA REQUIREMENTS WAS TO FORM SB7 IN ORDER TO BRING THE SOUTH BALTIMORE 6 COMMUNITIES TOGETHER TO DEVELOP IDEAS, PROGRAMS, PROJECTS, INITIATIVES, ETC., THAT WOULD COLLECTIVELY BENEFIT ALL THE COMMUNITIES. PORT COVINGTON WAS GOING TO BE FINANCED, IN PART, THROUGH THE ISSUANCE OF TIF BONDS IN 2017, WHICH ISSUANCE WOULD TRIGGER INSTALLMENT FUNDING FROM THE GRANTOR DEDICATED TO THE COMMUNITY REBUILDING FOR THE SOUTH BALTIMORE 6 COMMUNITIES. SB7 WAS THE SOUTH BALTIMORE 6 COMMUNITIES ORGANIZATION TO GRANT, FACILITATE, COORDINATE, IMPLEMENT AND STRATEGICALLY PLAN THE ACTIVITIES FOR THE SCHOOLS, ARTS, HEALTHCARE, AND OTHER NEIGHBORHOOD ORGANIZATIONS, ALL UNDER THE DIRECTION OF THE SB7 REPRESENTATIVE EXECUTIVE BOARD OF DIRECTORS. WHILE THE BOND FUNDING WAS INITIALLY PLANNED TO BEGIN IN 2017 AND SB7 TO START RECEIVING FUNDS IN THAT SAME YEAR, THE BONDS WERE DELAYED. THIS DELAY MEANT THAT SO, TOO, WAS SB7'S PLANNED CORE FUNDING DELAYED. SB7, HOWEVER, BEGAN TO PLAN AND DO WORK WITH ITS VOLUNTEERS. THE BONDS ULTIMATELY WERE NOT ISSUED UNTIL 2020 AND SB7 WAS FUNDED AT THAT POINT, AND NOT BY INSTALLMENT FUNDING AS WAS ORIGINALLY PLANNED, BUT BY THE CONTRIBUTION, HOPELESSLY SKEWING THE PUBLIC SUPPORT TEST. IN 2017 THROUGH 2020, WITHOUT STAFF OR FUNDING, SB7 WENT TO WORK. SB7 IMPLEMENTED PLANNING AND COORDINATION OF VOLUNTEERS. SB7 WORKED WITH ITS VOLUNTEER FORCE AND CONDUCTED MULTIPLE ACTIVITIES. MANY PEOPLE DONATED TIME AND ENERGY, WITH FUNDS GOING DIRECTLY TO COMMUNITY ENTITIES AS THERE WAS NO REASON TO HAVE SB7 TAKE A FEE (OR SO SB7 THOUGHT AT THE TIME). FUNDRAISING WAS UNDERTAKEN, BUT WAS DONE COLLECTIVELY A PROJECT AT A TIME, WITH SB7 HELPING TO COORDINATE PROGRAMS THROUGH ITS UMBRELLA FOR THE NEIGHBORHOODS. CONSEQUENTLY, SB7 "MANAGED" GRANTS FOR THE COMMUNITY ENTITIES AND NOT FOR ITSELF. SB7 WAS WAITING FOR THE BONDS TO BE ISSUED AND THAT SOURCE OF FUNDING TO BE PAID BEFORE IT LAUNCHED ITS OWN FULL-SCALE PROJECTS. THE SB7 COMMUNITIES WERE AND STILL ARE IN NEED OF RENEWAL, EMPLOYMENT AND REVITALIZATION AFTER YEARS OF DECLINE, POLLUTION AND DEGRADATION. SB7 IS THE FIRST EFFORT MADE TO BRING THESE COMMUNITIES TOGETHER TO ADDRESS SOME COMMON ISSUES AND THE ALL-VOLUNTEER BOARD OF DIRECTORS HAS SPENT THE PAST 5 YEARS SINCE INCEPTION LEADING COMMUNITY-BASED EFFORTS, COORDINATING VOLUNTEER PROGRAMS THROUGH THE SOUTH BALTIMORE 6 COMMUNITIES, RUNNING PROGRAMS AND PROJECTS, STRATEGIC PLANNING AND LAYING THE GROUNDWORK FOR FURTHER OPERATIONS. INITIAL GOALS PLANNED FOR $10-20 MILLION TO BE RAISED IN ADDITION TO THE CBA FUNDING, ALL WAS TO BE USED TO ADDRESS THE NEEDS IN THE SOUTH BALTIMORE 6 COMMUNITIES. BRIEFLY, THE SOUTH BALTIMORE 6 COMMUNITIES SUFFER FROM HIGHER CRIME, DRUG ABUSE, UNEMPLOYMENT, BUSINESS DECLINE AND DETERIORATION THAN MANY OTHER PARTS OF BALTIMORE. THE SOUTH BALTIMORE 6 COMMUNITIES WERE AND ARE IN DIRE NEED OF RENEWAL AND REVIVAL FOR THE RESIDENTS. NOW THAT THE TIF BONDS HAVE BEEN ISSUED, DEVELOPMENT HAS BEGUN IN PORT COVINGTON AND THE PANDEMIC IS COMING TO AN END, SB7 CAN MOVE FORWARD IN A MUCH MORE CONSISTENT MANNER WITH ITS VITAL WORK - REBUILDING THE SOUTH BALTIMORE 6 COMMUNITIES THROUGH YOUTH AND EDUCATIONAL PROGRAMS, ARTS & CULTURE EVENTS, EMPOWERMENT AND PERSONAL/COMMUNITY DEVELOPMENT OUTREACH ACTIVITIES, AND SIMILAR SECTION 501(C)(3) PROGRAMS. THOSE HAVE BEEN AND ARE THE PURPOSES OF SB7. |
| SCHEDULE A, PART, II, LINE 1 | CRITICALLY IMPORTANT: AS NOTED, SB7 HAS BEEN ACCOMPLISHING MANY ACTIVITIES SINCE ITS FORMATION AND EXEMPTION THROUGH ITS ACTIVITIES - WITH ALL FUNDS RAISED GOING DIRECTLY TO AND THROUGH THE VARIOUS COMMUNITY ORGANIZATIONS COORDINATING WITH SB7. HERE IS A SAMPLING OF THE PROGRAMS AND ACTIVITIES CONDUCTED IN THE PAST FOUR YEARS BY SB7 IN THE SOUTH BALTIMORE 6 COMMUNITIES. (SEE EXHIBIT A, LIST OF EXEMPT FUNCTION ACTIVITIES.) ONCE THE BONDS WERE FINALLY ISSUED IN 2020, SB7 WAS WORKING WITH THE DEVELOPER AND OTHERS TO OBTAIN FUNDING FOR PROJECTS AND START-UP SB7 IN ITS OWN RIGHT. IN THE FIRST QUARTER OF 2020, THE COVID PANDEMIC HAPPENED AND SB7, LIKE MOST OTHER CHARITIES WAS UNABLE TO HAVE GROUP GATHERINGS, BASICALLY, MANY COMMUNITY OUTREACH ACTIVITIES SLOWED TO NEARLY A HALT. AS 2020 CAME TO A CLOSE, THE DEVELOPER DISBURSED THE $9M OF SB7'S FUNDS DUE UNDER THE CBA IN A LUMP SUM RATHER THAN ON THE PLANNED MEASURED BASIS, AS WAS REQUIRED UNDER THE CBA DUE TO THE DELAY IN TIF BOND ISSUANCE. HENCE, THE CONTRIBUTION RESULTED. WHILE THE CONTRIBUTION PUTS GREAT STRAIN ON SB7'S PUBLIC SUPPORT TEST, IT ALSO PROVIDES GREAT OPPORTUNITY FOR SB7 AND THE SOUTH BALTIMORE 6 COMMUNITIES IT SERVES TO HELP THE COMMUNITIES RECOVER FROM THE PANDEMIC THAT STRUCK THEM SO HARD. AMONG THE HARDEST HIT IN SOUTH BALTIMORE WERE THE FAMILIES AND RESIDENTS OF THE SOUTH BALTIMORE 6 COMMUNITIES. THE INFUSION OF GRANT FUNDS FROM SB7 TO COMMUNITY ORGANIZATIONS AND NONPROFITS WILL REVITALIZE EDUCATIONAL PROGRAMS, WORK ASSISTANCE ENTITIES, NEIGHBORHOOD CLEAN-UP PROJECTS, YOUTH PROGRAMS, AND A MYRIAD OF OTHER PLANS. AS IS EVIDENT, SB7 HAS BEEN CONDUCTING CHARITABLE, EDUCATIONAL AND OTHER 501(C)(3) ACTIVITIES SINCE IT RECEIVED ITS 501(C)(3) STATUS. THE COMMUNITIES HAVE COME TOGETHER AND NOW THAT INITIAL FUNDING HAS BEEN INFUSED, MORE FUNDING CAN BE RAISED, AND WORK CAN PROCEED AS ORIGINALLY PLANNED. SB7 DOES NOT ANTICIPATE ANY FUTURE ISSUES WITH PASSING THE PUBLIC SUPPORT TEST IF THE CONTRIBUTION IS CONSIDERED AN UNUSUAL GRANT. NOW THAT SB7 HAS FUNDED AND IS ABLE TO BEGIN SCALING OPERATIONS AND GRANT PROGRAMS, TO ENSURE IT IS MEETING ITS PUBLIC SUPPORT TEST GOING FORWARD, SB7 HAS FORMED A FINANCE COMMITTEE, RETAINED ACCOUNTANTS WITH NONPROFIT EXPERTISE, AND HIRED STAFF. FUNDRAISING WILL BE UNDERTAKEN FOR SB7, GRANTS MADE FOR PROGRAMS, PROJECTS AND ACTIVITIES THROUGHOUT THE SOUTH BALTIMORE 6 COMMUNITIES, AND FULL-SCALE SB7 OPERATIONS HAVE BEGUN IN EARNEST. THE FACTORS FOR AN UNUSUAL GRANT ARE MET THE FACTS AND CIRCUMSTANCES SURROUNDING THE CONTRIBUTION MEET THE FIRST THREE THRESHOLD FACTORS FOR AN UNUSUAL GRANT (NOTED ABOVE): " THE CONTRIBUTION WAS MADE TO SB7 ONLY BECAUSE OF ITS PUBLIC CHARITY STATUS AND BECAUSE IT WAS FORMED SPECIFICALLY TO SERVE THE SOUTH BALTIMORE 6 COMMUNITIES IMPACTED BY THE PORT COVINGTON DEVELOPMENT. INDEED, THE CBA REQUIRED A PUBLIC CHARITY BE FORMED AND IN PLACE SO COMMUNITY REPRESENTATIVES FROM THE SOUTH BALTIMORE 6 COMMUNITIES COULD JOINTLY FACILITATE AND COORDINATE PROGRAMS, GRANTS, INITIATIVES AND PROJECTS THEMSELVES FOR THE CHARITABLE, EDUCATIONAL AND SIMILAR NEEDS OF THOSE COMMUNITIES. " THE CONTRIBUTION WAS UNUSUAL BECAUSE OF ITS SIZE AND ADVERSELY AFFECTS SB7'S ABILITY TO PASS ITS PUBLIC SUPPORT TEST. RECEIVING THE $9 MILLION IN A SINGLE TRANCHE FROM THE TIF BONDS WAS WHOLLY UNEXPECTED. EVEN IF THE AMOUNT WAS ANTICIPATED DUE TO THE CBA, THE FUNDING WAS NEVER ANTICIPATED TO BE PAID IN A LUMP SUM, BUT WAS TO HAVE BEEN PAID OVER A PERIOD OF YEARS. THIS WOULD HAVE ALLOWED SB7 TIME TO RAISE ADDITIONAL FUNDS AND RECEIVE OTHER GRANTS TO ABSORB THE CONTRIBUTION OR TRY TO PASS ALTERNATIVE TESTS. CERTAINLY, THE CONTRIBUTION WAS UNUSUAL WITH RESPECT TO SIZE. " FINALLY, RECEIPT OF THE CONTRIBUTION IN DECEMBER 2020 SIGNIFICANTLY AND ADVERSELY IMPACTS SB7 PUBLIC SUPPORT TEST AS SB7 IS UNLIKELY TO BE ABLE TO OVERCOME THE IMPACT OF THE CONTRIBUTION ON ITS ONE-THIRD PUBLIC SUPPORT TEST. WITH THE THRESHOLD DETERMINATION MET, SECTION 1.509(A)-3(C)(4) OF THE TREASURY REGULATIONS SETS FORTH ADDITIONAL FACTS AND CIRCUMSTANCES IN DETERMINING WHETHER A PARTICULAR GRANT MAY BE CONSIDERED AN "UNUSUAL GRANT AND, THEREFORE, EXCLUDED IN DETERMINING PUBLIC SUPPORT. SECTION 1.170A-9(E)(6)(III) PROVIDES THAT ALL PERTINENT FACTORS WILL BE TAKEN INTO CONSIDERATION IN MAKING AN UNUSUAL GRANT DETERMINATION AND STATES, FURTHER, THAT NO SINGLE FACTOR WILL NECESSARILY BE DETERMINATIVE. AMONG THE FACTORS TO BE CONSIDERED - AND FACTS RESPONSIVE TO EACH -- ARE: (A) WHETHER THE CONTRIBUTION WAS MADE BY ANY PERSON WHO CREATED THE ORGANIZATION, PREVIOUSLY CONTRIBUTED A SUBSTANTIAL PART OF ITS SUPPORT OR ENDOWMENT, OR STOOD IN POSITION OF AUTHORITY, WITH RESPECT TO THE ORGANIZATION; AND WHETHER NEITHER THE CONTRIBUTOR NOR ANY PERSON STANDING IN A RELATIONSHIP TO SUCH CONTRIBUTOR (FAMILY MEMBERS, BUSINESS OWNERS, ETC.) CONTINUES DIRECTLY OR INDIRECTLY TO EXERCISE CONTROL OVER THE ORGANIZATION; RESPONSE A. THE GRANTORS ARE PART OF THE DEVELOPMENT TEAM FOR THE PORT COVINGTON AREA, BUR IS ONE OF THE AFFILIATED ENTITIES DEVELOPING THE PORT COVINGTON AREA AND SDC IS ANOTHER. THERE ARE REPRESENTATIVES OF THE DEVELOPER ON THE SB7 BOARD OF DIRECTORS, BUT ONLY TO REPRESENT THE SEVENTH COMMUNITY - PORT COVINGTON. TO DATE, PORT COVINGTON IS STILL UNDER DEVELOPMENT AND IS IN ITS INFANCY, WITHOUT A SUFFICIENT COMMUNITY POPULATION OF ITS OWN TO ACCEPT SEATS AND PARTICIPATE AS A MEMBER OF SB7 WITH THE OTHER SIX COMMUNITIES. DUE TO THE PANDEMIC, DEVELOPMENT AND REVITALIZATION OF THE PORT COVINGTON AREA HAS BEEN SIGNIFICANTLY SLOWER THAN ORIGINALLY ANTICIPATED. THERE ARE NO SPECIAL POWERS OR CONTROLS IN THE MINORITY BOARD SEATS HELD BY DEVELOPER REPRESENTATIVES. (B) WHETHER THE CONTRIBUTION WAS A BEQUEST OR AN INTER VIVOS TRANSFER; RESPONSE B. THE "BEQUEST OR "INTER VIVOS" DESIGNATION IS NOT REALLY APPLICABLE IN THIS CONTEXT OF AN ENTITY MAKING THE CONTRIBUTION, BUT THE CONTRIBUTION IS THE ONLY CONTRIBUTION MADE BY GRANTORS OR THEIR AFFILIATES BETWEEN INCEPTION AND 2020 FOR WHICH UNUSUAL GRANT STATUS IS SOUGHT. (C) WHETHER THE CONTRIBUTION WAS IN THE FORM OF CASH, READILY MARKETABLE SECURITIES, OR ASSETS WHICH FURTHER THE EXEMPT PURPOSES OF THE ORGANIZATION; RESPONSE C. THE CONTRIBUTION WAS CASH. (D) WHETHER, PRIOR TO THE RECEIPT OF THE PARTICULAR CONTRIBUTION, THE ORGANIZATION (1) HAS CARRIED ON AN ACTUAL PROGRAM OF PUBLIC SOLICITATION AND EXEMPT ACTIVITIES AND (2) HAS BEEN ABLE TO ATTRACT A SIGNIFICANT AMOUNT OF PUBLIC SUPPORT; RESPONSE D. IN 2018, SB7 RECEIVED ITS IRS DETERMINATION LETTER EFFECTIVE TO JUNE 2, 2017. AS NOTED ABOVE IN THE LIST OF ACTIVITIES, SB7 IS CURRENTLY ENGAGED IN ACTIVITIES IN FURTHERANCE OF ITS EXEMPT PURPOSES, INCLUDING DEVELOPING A STRATEGIC PLAN FOR THE SOUTH BALTIMORE COMMUNITIES THROUGH PUBLIC INPUT, HOLDING EVENTS FOR CITIZENS ACROSS ALL SIX COMMUNITIES AND MANAGING GRANTS OF MONEY TO THESE COMMUNITIES FOR CAPACITY BUILDING AND COORDINATION AND IMPLEMENTATION OF COMMUNITY IMPROVEMENT PROJECTS. (E) WHETHER THE ORGANIZATION MAY REASONABLY BE EXPECTED TO ATTRACT A SIGNIFICANT AMOUNT OF PUBLIC SUPPORT SUBSEQUENT TO THE PARTICULAR CONTRIBUTION; RESPONSE E. THE ORGANIZATION IS ACTIVELY FUNDRAISING FROM LOCAL CORPORATIONS AND APPLYING FOR GRANTS FROM THE LOCAL, STATE AND FEDERAL GOVERNMENTS TO FURTHER ITS MISSION. SB7 BELIEVES THAT WITH THE SUCCESS OF ITS PRIOR EVENTS AND MANAGING THE GRANTS AND ACTIVITIES OF THE SOUTH BALTIMORE 6 COMMUNITIES IT HAS DONE TO DATE, IT WILL HAVE NO ISSUES RAISING SIGNIFICANT AMOUNTS OF PUBLIC SUPPORT IN THE FUTURE. RATHER THAN DIRECTING SUPPORT DIRECTLY TO COMMUNITY ORGANIZATIONS, SB7 WILL NOW FUNDRAISE AND GRANT FUNDS, AS WELL AS CONTINUING TO CONDUCT PROGRAMS, PROJECTS AND ACTIVITIES AS IT HAS BEEN DOING THROUGH ITS REPRESENTATIVE MEMBERSHIP OF SB7 COALITION. (F) IF THE GRANT OR CONTRIBUTION IS INTENDED FOR OPERATING EXPENSES, RATHER THAN CAPITAL ITEMS, THE TERMS AND AMOUNT OF THE GRANT OR CONTRIBUTION ARE EXPRESSLY LIMITED TO ONE YEAR'S OPERATING EXPENSES. RESPONSE F. THE UNUSUAL GRANT IS UNRESTRICTED. THE CONTRIBUTION WAS INTENDED TO BE USED MOSTLY FOR CAPACITY BUILDING GRANTS TO THE LOCAL COMMUNITY ORGANIZATIONS AND FOR CAPITAL PROJECTS ACROSS ALL THE SOUTH BALTIMORE 6 COMMUNITIES. (G) WHETHER THE ORGANIZATION HAS A REPRESENTATIVE GOVERNING BODY AS DESCRIBED IN 1.509(A)-3(D)(3)(I). RESPONSE G. THE ORGANIZATION HAS ESTABLISHED BYLAWS THAT REQUIRES ITS BOARD TO BE REPRESENTATIVE AND DOES NOT GIVE ANY DIRECTOR OR GROUP OF DIRECTORS SPECIAL POWERS OR RIGHTS. THE BYLAWS CREATE AN EXECUTIVE BOARD COMPRISED OF REPRESENTATIVES FROM EACH OF THE SOUTH BALTIMORE SIX COMMUNITIES AND REPRESENTATIVES FROM THE PORT COVINGTON DEVELOPMENT TEAM. (SEE EXHIBIT B, BOARD BIOGRAPHICAL INFORMATION.) |
| SCHEDULE A, PART, II, LINE 1 | IN SUMMARY, THE CONTRIBUTION REPRESENTS AN ASSET THAT WAS CONTRIBUTED UNDER UNIQUE CIRCUMSTANCES - A COMMUNITY BENEFITS AGREEMENT ENTERED INTO WITH SIX COMMUNITIES IN ORDER TO ALLOW AN ENTIRE SEVENTH COMMUNITY TO BE REDEVELOPED AND TO ENSURE THAT ALL OF THE BENEFITS, AGREEMENTS AND RESOURCES FLOWED PROPERLY TO THE SOUTH BALTIMORE 6 COMMUNITIES. THIS WAS A ONCE-IN-A-LIFETIME EVENT. ASIDE FROM THIS ONE, UNIQUE TRANSACTION, SB7 HAS A HISTORY OF COMMUNITY PROJECTS AND ACTIVITIES THAT HAVE BEEN ONGOING IN THE SOUTH BALTIMORE 6 COMMUNITIES IT IS SERVING AND NOW HAS THE ACTUAL FUNDING TO IMPLEMENT FAR GREATER PROGRAMS, PROJECTS AND ACTIVITIES - ALL OF WHICH WILL ATTRACT ADDITIONAL FUNDING. SB7 WILL BENEFIT THOUSANDS OF CITIZENS IN SOUTH BALTIMORE FOR YEARS AND GENERATIONS TO COME BY REVITALIZING THESE COMMUNITIES. ACCORDINGLY, THE FACTS AND CIRCUMSTANCES LEAD TO THE CONCLUSION THAT THE CONTRIBUTION SHOULD BE EXCLUDED FROM THE SUPPORT TEST AS AN UNUSUAL GRANT IN 2020. IN PROVIDING THIS ATTACHMENT AND ANALYSIS, SB7 IS NOTIFYING THE SERVICE OF ITS DETERMINATION TO AMEND ITS PUBLIC SUPPORT TEST BEGINNING IN THE 2021 FORM 990 TO TREAT THE CONTRIBUTION AS AN UNUSUAL GRANT GOING FORWARD. EXHIBIT A SB7 COALITION, INC. 501(C)(3) COMMUNITY ACTIVITIES 2017 - 2020 THE SB7 COALITION, INC. EXECUTIVE BOARD OF DIRECTORS IS COMPRISED OF REPRESENTATIVES FROM COMMUNITY ORGANIZATIONS FROM EACH OF THE SOUTH BALTIMORE 6 COMMUNITIES BORDERING PORT COVINGTON, AND REPRESENTATIVES OF THE DEVELOPER GROUP UNDERTAKING THE REDEVELOPMENT AND REVITALIZATION OF THE ENTIRE PORT COVINGTON AREA. SB7 COALITION FOSTERS COLLABORATIONS AMONG THE WORKING GROUPS IN THE COMMUNITIES, ASSISTS WITH THEIR PLANS, AND FACILITATES VOLUNTEERS FOR PROJECTS ACROSS COMMUNITIES. BELOW IS A SAMPLING OF PROJECTS AND ACTIVITIES CONDUCTED WITHIN THE SOUTHERN BALTIMORE 6 COMMUNITIES THROUGH COORDINATED EFFORTS WITH SB7 COALITION'S EXECUTIVE BOARD. BROOKLYN 2017: " BALTIMORE CITY OF LIGHTS COMMUNITY PROJECT DISPLAY IN GARRETT PARK. " TRASH CLEAN-UPS ALONG POTEE STREET EVEN THOUGH IT IS STATE PROPERTY. CLEANED ALLEYS IN THE COMMUNITY. " CCBB REPRESENTATIVE ON THE MASONVILLE COVE STEERING COMMITTEE PROJECT AND RESIDENT MEMBER ON COX CREEK COMMITTEE AS TO HARBOR DREDGING REPRESENTING CITY DISTRICT AND ON-GOING. " PARTICIPATED IN NUMEROUS MEETINGS REPRESENTING CCBB WITH CHESAPEAKE YOUTH CENTER, BEN FRANKLIN HIGH SCHOOL, AND BAYBROOK ALLIANCE'S OFFICIAL START-UP. ATTENDED MONTHLY SOUTHERN DISTRICT COMMUNITY RELATIONS COUNCIL (POLICE ORGANIZATION) IN PERSON PRIOR TO COVID AND ON-GOING NOW ON ZOOM. " ATTENDED MONTHLY CURTIS BAY COMMUNITY ASSOCIATION MEETINGS (VIEWED AS A SISTER NEIGHBORHOOD -SHARE SOME OF THE SAME ISSUES). 2018 AND 2019: " COMMUNITY CLEAN-UPS ALONG JEFFREY, PONTIAC AND CAMBRIA STREETS. SOME DUMPSTERS WERE SUPPLIED BY THE CITY, OTHERS BOUGHT THE BAGS. " PARTICIPATED IN PACKING FOOD INTO BAGS WITH THE LAKELAND COMMUNITY AT COMMUNITY CHURCH. " IN-PERSON MEETINGS WITH GUARDIAN ANGELS IN MORRELL PARK ALONG WITH A GUARDIAN ANGEL WALK HERE IN BROOKLYN IN OCT. 2018. " IN-PERSON MEETINGS WITH POLICE COMMISSIONERS KEVIN DAVIS AND TUGGLE AS TO THE EXTENSIVE "JOHN AND PROSTITUTION PROBLEM IN THE COMMUNITY. " MEETINGS MENTIONED ABOVE WERE ON-GOING AND ATTENDED INTO 2019 2020: " PARTICIPATED IN CENSUS SIGN UP. " BECAUSE OF THE TRASH PROBLEM AND THE CITY'S LACK OF CANS, RESIDENTS PAINTED ALUMINUM TRASH CANS AT THEIR EXPENSE AND DISTRIBUTED THEM AMONG THE COMMUNITY AND GARRETT PARK. " WORKED ON "HEALTH MATTERS" BAGS AND MADE MASKS FOR COVID FOR DISTRIBUTION IN THE COMMUNITY. " WORKED IN COLLABORATION WITH GREATER BAYBROOK ALLIANCE AND ACTION BAYBROOK AND OTHER NON-PROFIT ORGANIZATIONS WITH BROOKLYN INTERESTS BY EMAIL AND TELEPHONE AS TO PROBLEMS AND ISSUES PRIOR TO COVID AND STILL ON-GOING. " PARTICIPATE IN ZOOM MEETINGS WITH MAYOR TOWNHALL MEETINGS, SOUTHERN DISTRICT COMMUNITY RELATIONS COUNCIL, MASONVILLE COVE, COX CREEK, DEPARTMENT OF PUBLIC WORKS, DEPARTMENT OF TRANSPORTATION, AND OTHER ORGANIZATIONS. CHERRY HILL " COMMUNITY MEETINGS - HELD FROM 5:30 -7:00 CHERRY HILL TOWN CENTER " 40 MEETINGS (30 PRE COVID - 10 VIRTUAL MEETINGS VIA ZOOM)- MEETINGS FEATURED POLITICAL AND CIVIC LEADERS, BALTIMORE CITY AGENCIES, GUESTS, ETC. " 2016-2018- DEVELOPED WITH CHERRY HILL DEVELOPMENT CORPORATION STUDIES OF THE CHERRY HILL COMMUNITY WITH: " MORGAN STATE UNIVERSITY COMPREHENSIVE DEMOGRAPHIC PROFILE OF THE CHERRY HILL COMMUNITY " VALBRIDGE FEASIBILITY STUDY OF CHERRY HILL " CHERRY HILL VISION PLAN- NEIGHBORHOOD DESIGN CENTER, DAVIN HONG, PROJECT LEADER " DEEP BLUE CHERRY HILL PLAN, BLUE WATERS OF BALTIMORE " 2017- CHERRY HILL EDUCATION TEAM EDUCATION CONCEPT PAPER FOR NEW SCHOOLS IN COMMUNITY " JULY ,2017- COMMUNITY ENGAGEMENT OF D.O.J.'S CONSENT DECREE AND SUPPORT OF KENNETH L. THOMPSON AS CHIEF MONITOR IN BALTIMORE CITY " 2016-2017- ADVOCATED FOR AND RECEIVED TWO (2) 21ST CENTURY SCHOOLS (ARUNDEL EARLY CHILDHOOD/ELEMENTARY AND CHERRY HILL ELEMENTARY/ MIDDLE) SCHOOLS IN CHERRY HILL " 2017- 2018 - COMMUNITY ENGAGEMENT DISCUSSIONS REGARDING ESTABLISHING BALTIMORE ANIMAL RESCUE CENTER ON GILES ROAD IN THE CHERRY HILL COMMUNITY " 2019- SUPPORTED AND RECEIVED FUNDING FROM PORT COVINGTON AND WELLER DEVELOPMENT FOR LEGGO ROOM AT ARUNDEL ELEMENTARY " 2016-018- SORT AND RECEIVED FUNDING FOR MARITIME PROGRAM AT NEW ERA ACADEMY HIGH SCHOOL FOR DIRECTOR OF TRANSPORTATION AND LOGISTICS AND COMMUNITY LIAISON FROM PORT COVINGTON IMPACT " 2017-2019- SUPPORTED COMMUNITY ENGAGEMENT OF TREE PLANTING IN CHERRY HILL COMMUNITY (OVER ONE THOUSAND TREES HAVE BEEN PLANTED WITH CHERRY TREES LINING CHERRY HILL ROAD) SPONSORED BY BLUE WATERS OF BALTIMORE. " 2016-2021- ESTABLISHED WITH CHERRY HILL DEVELOPMENT CORPORATION USE OF HABC VACANT LAND FOR THE CHERRY HILL URBAN GARDEN FOR FRESH COMMUNITY PRODUCE AND COMMUNITY SPACE " 2018- JOINED WITH CHERRY HILL DEVELOPMENT CORPORATION (CHDC) TO PARTNER WITH ELEVATE AND BALTIMORE CITY COMMUNITY COLLEGE TO ESTABLISH THE FIRST ADULT HIGH SCHOOL (SOUTH BALTIMORE ADULT HIGH SCHOOL) IN THE STATE OF MARYLAND IN THE CHERRY HILL COMMUNITY. " 2018-2019- SUPPORTED PORT COVINGTON APPLICATION FOR TIGER GRANT TO IMPROVE ACCESS TO NEWLY DEVELOPING PORT COVINGTON. " 2018,2019- SUPPORTED YOUTH RESILIENCY SUCCESSFUL EFFORTS TO ESTABLISH" THE ANNUAL CHERRY HILL SUMMER FESTIVAL "IN THE CHERRY HILL COMMUNITY " 2019- WORKED WITH CHDC IN SPONSORING TRANSFORM CHERRY HILL COMMUNITY ENGAGEMENT PLAN WHICH SOUGHT TO EMBELLISH THE 008 CHERRY HILL MASTER PLAN BY FOCUSING ON HOUSING DEVELOPMENT FROM NOVEMBER 2019 THROUGH JANUARY 2020 WITH OVER 680 COMMUNITY MEMBERS PARTICIPATING, 20 SMALL FOCUS GROUPS RESULTING IN THE BALTIMORE CITY PLANNING COMMISSIONS 'UNANIMOUS ACCEPTANCE OF THE COMMUNITY PLAN. " 2017-2020-CHARITABLE CONTRIBUTIONS COLLECTIONS FOR CHERRY HILL FAMILIES FACING TRAGEDY (LOST OF FAMILY MEMBERS OR HOUSING) " 2020 -COVID RESPONSE- FACILITATED THE COLLABORATION OF NON-PROFIT ORGANIZATIONS (BLACK YIELD INSTITUTE, ELEVATE, THE R.I.C.H. PROGRAM AND CHDC) IN THE CHERRY HILL COMMUNITY TO ADDRESS FOOD , HEALTH AND EDUCATION NEEDS OF COMMUNITY RESIDENTS DURING THE COVID PANDEMIC WITH THE ASSISTANCE OF SOUTH BALTIMORE GATEWAY PARTNERSHIP, WELLER DEVELOPMENT AND OTHER COMMUNITY STAKEHOLDERS. CURTIS BAY O CURTIS BAY ZERO WASTE COMMUNITY CLEANUP APR 29, 2017 O CURTIS BAY TRASH AND LITTER HOTSPOT MAPPING MAR 8-APR 24, 2017 O MONTHLY HOMEOWNERSHIP SUPPORT AND FINANCIAL COUNSELING WORKSHOPS, 12 X WORKSHOPS AT 4710 PENNINGTON AVE O CURTIS BAY COMMUNITY DESIGN AND PLANNING WORKSHOP: 1600 BLOCK OF HAZEL ST JUN 7, 2018 O DISTRIBUTION OF MOTION ACTIVATED LIGHTS FUNDED BY SB7 MINI GRANT TO CURTIS BAY RESIDENTS AUG 10-23RD 2018, GATHERED AT COMMUNITY REC CENTER THEN WALKED VARIOUS BLOCKS IN CURTIS BAY O MONTHLY HOMEOWNERSHIP SUPPORT AND FINANCIAL COUNSELING WORKSHOPS, 12X WORKSHOPS AT 4710 PENNINGTON AVE O YOUTH LEADERSHIP IN ACTION DAY ON SATURDAY, MARCH 16TH: LOCATION: CITY GARAGE. ATTENDED BY 200 RESIDENTS. VIDEO FROM THE EVENT: HTTPS://WWW.YOUTUBE.COM/WATCH?V=TWJXUVB1CZ4 O WEEKLY YOUTH LEADERSHIP MEETINGS, VARIOUS LOCATIONS IN CURTIS BAY (1116 INNER CIR COMMUNITY LOT, CANVASSING AND DOOR KNOCKING THROUGHOUT CURTIS BAY) FROM MAY-AUG 2019 O INITIATED ZERO WASTE MASTER PLANNING PROCESS LED BY CURTIS BAY YOUTH LEADERS. WEEKLY MEETINGS FROM MAR 16TH- DEC, 2019 AT BENJAMIN FRANKLIN HS TO DEVELOP SCOPE FOR THE PLANNING PROCESS. O MONTHLY HOMEOWNERSHIP SUPPORT AND FINANCIAL COUNSELING WORKSHOPS, 12X WORKSHOPS AT 4710 PENNINGTON AVE |
| SCHEDULE A, PART, II, LINE 1 | WESTPORT " WESTPORT MASTER PLANNING - ONGOING STRATEGIC DEVELOPMENT IN ANTICIPATION OF FUNDING O WATERFRONT EVALUATION O WESTPORT NEIGHBORHOOD ASSOCIATION, GENERAL COMMUNITY MEETINGS HELD QUARTERLY ON THE FIRST THURSDAY OF MARCH, JUNE, SEPTEMBER AND DECEMBER (PUBLIC MEETINGS) " WESTPORT BOYS AND GIRLS CLUB REC CENTER COMMUNITY CENTER - 2017 MEETINGS " #BALTIMORE CEASEFIRE SUPPORTER " #BALTIMOREPEACECHALLENGE SUPPORTER " KABOOM PLAYGROUND BUILT, 2019 " REC 'N PARKS DESIGN PLAN REVIEW MEETINGS FOR NEW PARKS " YOUTH RESILIENCY INSTITUTE " SPORTS AND FAMILY-ORIENTED PROJECTS IN THE PARKS, 2018 " ART ON THE WATERFRONT INITIATIVE EXHIBIT B SB7 COALITION, INC. EXECUTIVE BOARD MEMBERS AND OFFICERS BIOS MICHAEL MIDDLETON DIRECTOR, PRESIDENT, CHAIR CHERRY HILL DEVELOPMENT CORPORATION MR. MIDDLETON GREW UP IN THE PUBLIC HOUSING OF CHERRY HILL UNTIL THE SIXTH GRADE WHEN HIS FAMILY MOVED TO WEST BALTIMORE. HE ATTENDED BALTIMORE CITY PUBLIC SCHOOLS, RECEIVED HIS B.A. IN SOCIAL SCIENCE FROM COPPIN STATE UNIVERSITY IN 1973 AND HIS J.D. FROM THE UNIVERSITY OF MARYLAND SCHOOL OF LAW IN 1976. MR. MIDDLETON PRACTICED POVERTY LAW WITH THE LEGAL AID BUREAU OF MARYLAND WHERE HE SERVED AS STAFF ATTORNEY, SPECIALIZING IN HOUSING LAW; CHIEF ATTORNEY AND DEPUTY DIRECTOR OF THE STATEWIDE PROGRAM. IN 1980, MICHAEL RETURNED TO CHERRY HILL AS CHIEF ATTORNEY OF THE CHERRY HILL NEIGHBORHOOD LAW CENTER. FROM 1985- 1990, HE SERVED AS ASSISTANT UNITED STATES ATTORNEY FOR THE DISTRICT OF MARYLAND FROM THERE HE WENT INTO PRIVATE PRACTICE. IN 2008, MR. MIDDLETON BECAME A CONSULTANT TO THE CHERRY HILL DEVELOPMENT CORPORATION AND STARTED HIS PRESENT DUTIES WITH THE CHERRY HILL COMMUNITY COALITION. IN ADDITION TO CURRENTLY SERVING AS THE EXECUTIVE DIRECTOR OF THE CHERRY HILL DEVELOPMENT CORPORATION AND PRESIDENT/CHAIR OF SB7, MR. MIDDLETON ALSO SERVES AS CHAIRMAN OF CHERRY HILL COMMUNITY COALITION, AN UMBRELLA ASSOCIATION OF COMMUNITY GROUPS, ORGANIZATIONS AND RESIDENTS IN THE CHERRY HILL COMMUNITY THAT IS RESPONSIBLE FOR MONITORING AND THE IMPLEMENTATION OF THE CHERRY HILL MASTER PLAN. JAMES ALSTON DIRECTOR, CO-CHAIR WESTPOINT COMMUNITY ECONOMIC DEVELOPMENT CORPORATION JAMES ALSTON IS A LONG-TIME RESIDENT AND CIVIC LEADER IN THE COMMUNITY OF WESTPORT. HE HOLDS THE OFFICE OF CO-CHAIR FOR THE SB7 COALITION. AS THE FORMER TREASURER OF WESTPORT COMMUNITY ECONOMIC DEVELOPMENT CORPORATION, HE HAS WORKED TO SUSTAIN THIS GREAT ORGANIZATION OVER THE PAST SEVEN YEARS. MR. ALSTON VOLUNTEERS IN MANY EFFORTS TO UPLIFT HIS COMMUNITY, WHETHER THAT IS FIGHTING ENVIRONMENTAL INJUSTICE OR PARTICIPATING IN FOOD GIVEAWAYS. ON ANY GIVEN DAY, YOU MIGHT FIND HIM TESTIFYING AT LOCAL CITY COUNCIL HEARINGS OR THE STATE LEGISLATURE IN ANNAPOLIS. OVER THE YEARS MR. ALSTON HAS WORKED WITH SEVERAL TEAMS OF DEDICATED CITIZENS FOCUSED ON MANY GRASSROOTS EFFORTS. WHILE HE IS A FULL-TIME WORKER WITH THE MARYLAND DEPARTMENT OF HEALTH, HE FINDS TIME TO FOCUS ON WORTHY INITIATIVES: AFFORDABLE HOUSING, WASTE MANAGEMENT, SOCIAL PROGRAMS, AND SUPPORTING YOUTH ENGAGEMENT PROGRAMS. DIANE INGRAM DIRECTOR, TREASURER CONCERNED CITIZENS FOR A BETTER BROOKLYN DIANE INGRAM IS A 12-YEAR RESIDENT OF THE SOUTH BALTIMORE COMMUNITY OF BROOKLYN. IN ADDITION TO SERVING AS TREASURER FOR SB7, MS. INGRAM IS PRESIDENT OF THE CONCERNED CITIZENS FOR A BETTER BROOKLYN COMMUNITY ASSOCIATION. SHE ALSO PARTICIPATES AS A COMMITTEE MEMBER OF MASONVILLE COVE, COX CREEK COMMITTEE AND STEERING COMMITTEE. ROUNDING OUT HER EXTENSIVE COMMUNITY SERVICE, MS. INGRAM IS AN ACTIVE MEMBER OF THE GREATER BAYBROOK ALLIANCE. MS. INGRAM HAS FORMALLY WORKED AS A BOOKKEEPER, CERTIFIED PARALEGAL AND REAL ESTATE TITLE EXAMINER/ABSTRACTOR. MARC BROADY DIRECTOR, SECRETARY WELLER DEVELOPMENT MARC BROADY, ESQ. SERVES AS VICE PRESIDENT OF COMMUNITY AFFAIRS AT WELLER DEVELOPMENT, BRINGING OVER A DECADE OF EXPERIENCE IN CIVIC AND COMMUNITY INVOLVEMENT TO THE COMPANY. AS VICE PRESIDENT, MR. BROADY IS RESPONSIBLE FOR LEADING THE PORT COVINGTON COMMUNITY IMPACT TEAM, WHOSE MISSION IS TO ENSURE THAT THE TRANSFORMATIONAL NATURE OF THE PORT COVINGTON DEVELOPMENT PROJECT REACHES BEYOND ITS PHYSICAL BOUNDARIES. HE SPEARHEADS INITIATIVES FOCUSED ON WORKFORCE DEVELOPMENT PROGRAMMING, LOCAL HIRING AND APPRENTICESHIPS, SUPPORT FOR WOMEN- AND MINORITY-OWNED BUSINESSES, COMMUNITY PARTNERSHIPS, AND MORE. MR. BROADY IS ALSO RESPONSIBLE FOR IMPLEMENTING COMMUNITY-RELATED DEVELOPER COMMITMENTS INCLUDING COMPLIANCE WITH THE HISTORIC CITY-WIDE MEMORANDUM OF UNDERSTANDING WITH THE CITY OF BALTIMORE AND THE SB6 COALITION COMMUNITY BENEFITS AGREEMENT (CBA) VALUED AT OVER $135,000,000. PREVIOUSLY, MR. BROADY WORKED AS LEAD COUNSEL AND POLICY ADVISOR TO REP. ELIJAH E. CUMMINGS, WHERE HE DRAFTED AND DROVE LEGISLATION IN AREAS SUCH AS EDUCATION, CRIMINAL JUSTICE, HOUSING, SMALL BUSINESS AND TAX, AND LED THE CREATION OF THE BALTIMORE CHAPTER OF PRESIDENT BARACK OBAMA'S MY BROTHER'S KEEPER INITIATIVE. HE HAS ALSO WORKED IN THE BALTIMORE CITY PUBLIC SCHOOL SYSTEM AND THE OFFICE FOR THE MAYOR OF BALTIMORE CITY. CURRENTLY, MR. BROADY SERVES AS A BOARD MEMBER TO MY BROTHER'S KEEPER OF BALTIMORE, THE PIMLICO COMMUNITY DEVELOPMENT AUTHORITY, THE NEIGHBORHOOD IMPACT INVESTMENT FUND FOR BALTIMORE, AND THE HOLISTIC LIFE FOUNDATION. HE IS ALSO A YOUNG PROFESSIONALS BOARD MEMBER TO CENTER STAGE AND A MENTOR FOR THE COLLEGE BOUND FOUNDATION. A BALTIMORE NATIVE, MARC BROADY RECEIVED HIS JURIS DOCTOR (J.D.) FROM THE UNIVERSITY OF MARYLAND SCHOOL OF LAW IN 2016 AND IS A MEMBER OF THE MARYLAND BAR. HE HOLDS A BACHELOR OF SCIENCE (B.S.) IN JUSTICE STUDIES FROM FROSTBURG STATE UNIVERSITY IN FROSTBURG, MD AND CURRENTLY RESIDES IN BALTIMORE. PAMELA OLIVER DIRECTOR LAKELAND COMMUNITY ASSOCIATION PARTNERSHIP PAMELA OLIVER HAS BEEN A DEDICATED LAKELAND COMMUNITY MEMBER FOR OVER 20 YEARS. IN THAT TIME, MRS. OLIVER HAS SERVED AS PRESIDENT OF LAKELAND SCHOOL PARENT TEACHER STUDENT ORGANIZATION, BEEN AN ACTIVE MEMBER OF SB7 COALITION, HARBOR WEST COLLABORATIVE, AND OTHER COMMUNITY ORGANIZATIONS. SHE HAS HELD THE POSITION OF PRESIDENT OF THE LAKELAND COMMUNITY ASSOCIATION PARTNERSHIP, INC. FOR THE LAST TEN YEARS. THROUGH HER CONTINUED SERVICE, MRS. OLIVER HOPES TO FULFILL HER MISSION FOR THE LAKELAND COMMUNITY WITH THE FOCUS OF BUILDING A BETTER COMMUNITY THROUGH LOVE AND UNITY. PRIOR TO AND IN CONJUNCTION WITH HER EXTENSIVE COMMUNITY WORK, MRS. OLIVER WORKED WITH THE BALTIMORE CITY PUBLIC SCHOOL SYSTEM AND BALTIMORE HEALTH DEPARTMENT FOR A COMBINED 28 YEARS. MRS. OLIVER IS THE LOVING MOTHER OF FOUR CHILDREN, GRANDMOTHER OF SIX, AND A DEDICATED PRAYER WARRIOR SEEKING TO HELP CHANGE THE WORLD. SHARON JOHNSON DIRECTOR MT. WINANS COMMUNITY ASSOCIATION SHARON W. JOHNSON IS AN SB7 EXECUTIVE BOARD MEMBER REPRESENTING THE MT. WINANS COMMUNITY. BORN AND RAISED IN MT. WINANS, MS. JOHNSON IS A THIRD-GENERATION RESIDENT OF THAT COMMUNITY. SHE IS THE IMMEDIATE PAST PRESIDENT OF THE MT. WINANS COMMUNITY ASSOCIATION AND A BOARD MEMBER OF THE HARBOR WEST COLLABORATIVE. MS. JOHNSON IS A RETIRED EDUCATOR. SHE RETIRED FROM THE BALTIMORE CITY PUBLIC SCHOOL SYSTEM IN 2007 AFTER THIRTY-SEVEN YEARS OF SERVICE. MS. JOHNSON SERVED AS A CLASSROOM TEACHER FOR SIXTEEN YEARS AND TWENTY-ONE YEARS AS A HIGH SCHOOL GUIDANCE COUNSELOR. MS. JOHNSON RECEIVED HER BACHELOR OF SCIENCE (B.S.) IN ELEMENTARY EDUCATION FROM MORGAN STATE COLLEGE (CURRENTLY MORGAN STATE UNIVERSITY) AND A MASTER OF EDUCATION (M ED) IN GUIDANCE AND COUNSELING FROM LOYOLA COLLEGE (CURRENTLY LOYOLA UNIVERSITY MARYLAND). GREG SAWTELL DIRECTOR COMMUNITY OF CURTIS BAY GREG SAWTELL IS THE ZERO WASTE JUST TRANSITION DIRECTOR WITH THE SOUTH BALTIMORE COMMUNITY LAND TRUST. HE HAS WORKED ON ENVIRONMENTAL JUSTICE CAMPAIGNS SINCE 2012 IN BALTIMORE BEGINNING WITH THE SUCCESSFUL EFFORT TO STOP THE NATION'S LARGEST TRASH INCINERATION FROM BEING BUILT LESS THAN A MILE FROM SCHOOLS IN SOUTH BALTIMORE. MR. SAWTELL COORDINATED THE DEVELOPMENT OF BALTIMORE'S COMMUNITY LED ZERO WASTE PLAN AND IS CURRENTLY FOCUSED ON IMPLEMENTATION IN COALITION WITH LABOR, COMMUNITY, AND GOVERNMENT. |
| SCHEDULE A, PART, II, LINE 1 | ADAM GENN DIRECTOR WELLER DEVELOPMENT ADAM GENN IS MANAGING DIRECTOR OF DEVELOPMENT AT WELLER DEVELOPMENT COMPANY. HE IS RESPONSIBLE FOR ENTITLEMENTS, GOVERNMENT RELATIONS, LEGISLATIVE AFFAIRS, MASTER PLANNING, TIF, AFFORDABLE AND CONVENTIONAL FINANCING, AND DEVELOPMENT EFFORTS ACROSS ALL INITIATIVES INCLUDING THE PORT COVINGTON DEVELOPMENT PROJECT. MR. GENN HAS OVER TEN YEARS OF REAL ESTATE DEVELOPMENT EXPERIENCE AND SPECIALIZES IN TURNKEY DELIVERY OF GROUND-UP DEVELOPMENT AND CONSTRUCTION PROJECTS FROM ENTITLEMENT AND FINANCING THROUGH CONSTRUCTION, OCCUPANCY, AND MANAGEMENT. PRIOR TO JOINING WELLER DEVELOPMENT AND SAGAMORE DEVELOPMENT COMPANY, MR. GENN WORKED AS A GENERAL CONTRACTOR AND OWNER'S REPRESENTATIVE ON MIXED-USE AND TRANSIT-ORIENTED DEVELOPMENT PROJECTS ACROSS THE STATE OF MARYLAND. AMONG THESE PROJECTS WAS A 3.5+ MILLION SQUARE FOOT, MIXED-USE INFILL REDEVELOPMENT PROJECT ADJACENT TO THE PRINCE GEORGE'S PLAZA METRO, THE FIRST PHASE OF WHICH WAS NAMED THE 2014 MBIA MULTI-FAMILY PROJECT OF THE YEAR. MR. GENN EARNED HIS BACHELOR'S DEGREE FROM EMORY UNIVERSITY WHERE HE WAS A FOUR-YEAR VARSITY LETTER WINNER AND TWO-YEAR CAPTAIN OF THE BASEBALL TEAM AND WAS A DEAN'S SCHOLAR AT THE JOHNS HOPKINS CAREY SCHOOL OF BUSINESS IN THE MASTER OF REAL ESTATE AND INFRASTRUCTURE PROGRAM. ROB BOIDOCK DIRECTOR SAGAMORE VENTURES ROB BOIDOCK IS THE DIRECTOR OF ASSET MANAGEMENT AND REPORTING AT SAGAMORE VENTURES. HE OVERSEES THE OFFICE'S REAL ESTATE DEVELOPMENT INVESTMENTS, INCLUDING THE PORT COVINGTON DEVELOPMENT PROJECT. MR. BOIDOCK HAS OVER 12 YEARS OF EXPERIENCE IN ACCOUNTING AND FINANCE, INCLUDING THE LAST SEVEN FOCUSED ON REAL ESTATE INVESTMENT. HE WAS PREVIOUSLY DIRECTOR OF CORPORATE ACCOUNTING AT REALTERM, AN INDUSTRIAL REAL ESTATE OPERATOR AND ASSET MANAGER, AND CONTROLLER AT WINDSOR HEALTHCARE EQUITIES, A SENIOR LIVING REAL ESTATE INVESTOR. MR. BOIDOCK STARTED HIS CAREER IN ASSURANCE SERVICES AT ERNST & YOUNG IN BALTIMORE. MR. BOIDOCK CURRENTLY SERVES AS THE TREASURER OF THE BRAIN INJURY ASSOCIATION OF MARYLAND MR. BOIDOCK EARNED HIS BACHELOR OF SCIENCE IN ACCOUNTING WITH A MINOR IN FINANCE FROM PURDUE UNIVERSITY AND IS A CERTIFIED PUBLIC ACCOUNTANT. MR. BOIDOCK HAS LIVED IN BALTIMORE FOR OVER A DECADE AND CURRENTLY RESIDES IN FEDERAL HILL WITH HIS WIFE ASHLEIGH AND THEIR DOG OLIVE. |
Schedule A (Form 990 or 990-EZ) 2020
Additional Data
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| Software Version: |
Attach to Form 990 or 990-EZ.