2023-10-30T01:02:05-05:00 2022-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2022-01-01 520856309 BALTIMORE YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS INC BALT 3017747663 17100 QUAKER LANE SANDY SPRING MD 208601267 JIM RILEY TREASURER 3017747663 2023-10-30 1 JIM RILEY 999009999 0 JENNIFER SOLOT P00749373 2155677770 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JIM RILEY 17100 QUAKER LANE SANDY SPRING MD 208601267 2830689 0 X WWW.BYM-RSF.ORG X 1968 MD PROMOTE RELIGIOUS, CHARITABLE, AND EDUCATIONAL INTERESTS OF ITS MEMBERS AND CONSTITUENTS. 9 9 161 325 0 0 1256833 1101946 1052604 1636178 43174 60015 29138 32550 2381749 2830689 28950 34275 0 0 1200716 1455434 0 0 164579 745647 1123758 1975313 2613467 406436 217222 5573222 5063736 505893 194575 5067329 4869161 PROMOTE RELIGIOUS, CHARITABLE, AND EDUCATIONAL INTERESTS OF ITS MEMBERS AND CONSTITUENT MONTHLY MEETINGS. 0 0 1676713 1556630 OPERATION OF FOUR QUAKER SUMMER CAMPS FOR APPROXIMATELY 600 CAMPERS AND ONE WEEKEND CAMP REUNION WITH 40 PARTICIPANTS. 66246 57428 ANNUAL SESSION IS A WEEKLONG PROGRAM ATTENDED BY APPROXIMATELY 300 MEMBERS FROM VARIOUS MONTHLY MEETINGS. MEMBERS CONDUCT THE BUSINESS OF THE YEARLY MEETING, ATTEND WORKSHOPS AND WORSHIP TOGETHER DURING THE WEEK. 238294 34275 26352 OTHER PROGRAMS THROUGHOUT THE YEAR FOR THE BENEFIT OF VARIOUS MEMBERS INCLUDE 25 WEEKEND AND DAY LONG EVENTS FOR: HIGH SCHOOL AND MIDDLE SCHOOL CHILDREN, WOMEN'S RETREAT, RELIGIOUS EDUCATION, PEACE & SOCIAL JUSTICE, CLERKING, UNITY WITH NATURE AND SPIRITUAL GROWTH. THE NUMBER OF MEMBERS SERVED VARIES FOR EACH EVENT. 1981253 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 161 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 3017747663 17100 QUAKER LANE SANDY SPRING MD 208601267 STEPHANIE BEAN TRUSTEE AND PRESIDING CLERK 15.00 X X 0 0 0 JAMES T RILEY TRUSTEE AND TREASURER 10.00 X X 0 0 0 MARION BALLARD TRUSTEE 5.00 X 0 0 0 DANTE BUCCI TRUSTEE 1.00 X 0 0 0 THOMAS FARQUHAR TRUSTEE 2.00 X 0 0 0 RICHARD LIVERSIDGE TRUSTEE (FROM SEP. 2022) 8.00 X 0 0 0 BYRON SANFORD TRUSTEE 2.00 X 0 0 0 KATHRYN SCHUTZ TRUSTEE 0.50 X 0 0 0 RICHARD THAYER TRUSTEE (FROM SEP. 2022) 1.00 X 0 0 0 ANNA MCCORMALLY RECORDING CLERK OF YEARLY MEETING 1.00 X 0 0 0 BETTE HOOVER CLERK OF INTERIM MEETING (FROM SEP. 2022) 15.00 X 0 0 0 MEG MEYER CLERK OF INTERIM MEETING (UNTIL SEP. 2022) 15.00 X 0 0 0 DEBORAH HAINES RECORDING CLERK OF INTERIM MEETING 1.00 X 0 0 0 TERENCE MCCORMALLY ASSISTANT TREASURER 2.00 X 0 0 0 SARAH GILLOOLY GENERAL SECRETARY 46.00 X 111541 0 14379 111541 0 14379 1 0 0 0 0 514572 5000 178241 404133 20079 1101946 SUMMER CAMPS 611600 1556630 1556630 ANNUAL SESSION 900099 57428 57428 YOUTH & OTHER PROGRAM 600099 22120 22120 1636178 60015 60015 28318 0 28318 28318 28318 OTHER INCOME 900099 4232 4232 4232 2830689 1640410 0 88333 34275 34275 125920 81849 37776 6295 1078556 791065 185255 102236 30882 15860 9056 5966 130225 114971 12066 3188 89851 64883 16594 8374 5224 5224 142917 81652 59805 1460 135868 59666 40597 35605 132931 123866 9065 31745 29657 1694 394 125118 117294 7824 73912 62750 11162 FOOD 142876 142498 378 EQUIPMENT EXPENSE 112395 69363 42042 990 VEHICLE EXPENSE 67540 67252 288 MAINTENANCE 62370 52114 10256 90862 72238 18553 71 2613467 1981253 467635 164579 905754 503801 155539 2696 1199 16163 10178 7959 49862 47056 4183079 1497094 2636796 2685985 1813894 1800076 5573222 5063736 113686 185506 6060 9069 386147 505893 194575 X 3731482 3880284 1335847 988877 5067329 4869161 5573222 5063736 217222 -415390 0 X 0 1 X 1 0 X PART 1, LINE 1 THE BALTIMORE YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS, INC. (THE "YEARLY MEETING") IS A NON-PROFIT ORGANIZATION INCORPORATED ON JANUARY 2, 1968, UNDER THE LAWS OF THE STATE OF MARYLAND AS THE CONSOLIDATION OF TWO YEARLY MEETINGS OF THE SOCIETY OF FRIENDS (COMMONLY KNOWN AS QUAKERS) INCORPORATED IN MARYLAND IN 1867 AND 1886, RESPECTIVELY. THE YEARLY MEETING IS AND ITS IMMEDIATE PREDECESSORS WERE DIRECT SUCCESSORS TO THE WEST RIVER YEARLY MEETING THAT OPENED IN 1672 AS THE GOVERNING BODY FOR ALL FRIENDS MEETINGS ON EITHER SIDE OF THE CHESAPEAKE BAY AND REORGANIZED IN 1790 AS "THE YEARLY MEETING OF FRIENDS HELD IN BALTIMORE TOWN FOR THE WESTERN SHORE OF MARYLAND AND ADJACENT AREAS OF PENNSYLVANIA AND VIRGINIA". THE YEARLY MEETING NOW HAS ABOUT 50 CONSTITUENT LOCAL MEETINGS IN MARYLAND, VIRGINIA, PENNSYLVANIA, THE DISTRICT OF COLUMBIA AND WEST VIRGINIA THAT THEMSELVES CONSTITUTE "CHURCHES" UNDER THE IRC. THUS, THE YEARLY MEETING CONSTITUTES "A CONVENTION OR ASSOCIATION OF CHURCHES". THE YEARLY MEETING IS ORGANIZED EXCLUSIVELY TO PROMOTE THE RELIGIOUS, CHARITABLE, AND EDUCATIONAL INTERESTS OF ITS MEMBERS AND ITS CONSTITUENT MONTHLY MEETINGS, THROUGH THE WORK OF ITS BOARDS, COMMITTEES, INSTITUTIONS AND INSTRUMENTALITIES AFFILIATED WITH THE RELIGIOUS SOCIETY OF FRIENDS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 944731 6190 -175636 36000 739285 841351 7439 133941 38000 944731 733581 5327 116443 14000 841351 651974 4142 103465 26000 733581 696082 3806 -18914 29000 651974 1.00000 0 0 1106496 1106496 2345379 1022147 1323232 285601 190833 94768 201422 140249 61173 244181 143865 100316 2685985 X 1348835 -415390 5798 -1072262 -1481854 2830689 0 2830689 2820281 5798 206240 212038 2608243 5224 5224 2613467 PART V, LINE 4: THE YEARLY MEETING HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THESE ENDOWMENT ASSETS OVER THE LONG-TERM. THE YEARLY MEETING'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. THE INVESTMENT POLICY ESTABLISHES AN ACHIEVABLE RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES. PART X, LINE 2: GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE YEARLY MEETING BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -5,224. MILES WHITE BENEFICIAL SOCIETY -1,067,038. PART XII, LINE 2D - OTHER ADJUSTMENTS: MILES WHITE BENEFICIAL SOCIETY 206,240. 1 EDUCATION GRANTS TO HELP FRIENDS SECURE POST-SECONDARY EDUCATION 10 20000 SUE THOMAS TURNER GRANTS TO EDUCATORS AT QUAKER SCHOOLS TO SUPPORT THE USE OF QUAKER FAITH & PRACTICE 15 14275 PART I, LINE 2: EDUCATIONAL GRANTS AND SUE THOMAS TURNER GRANTS ARE DETERMINED BY SEPARATE COMMITTEES CHARGED WITH ISSUING GRANTS FROM THE FUNDS RESTRICTED FOR THAT PURPOSE. OTHER CONTRIBUTIONS TO THE ORGANIZATIONS ARE APPROVED BY THE MEMBERSHIP AT OUR ANNUAL SESSION AS A PART OF THE ANNUAL BUDGET. BYM DOES NOT ASK FOR PROOF OF USE ONCE THE GRANT OR CONTRIBUTION HAS BEEN ISSUED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF ALL MEMBERS OF CONSTITUENT MONTHLY MEETINGS. FORM 990, PART VI, SECTION A, LINE 7A THE ANNUAL SESSION OF MEMBERS HAS THE POWER TO APPOINT THE TRUSTEES, INCLUDING THE PRESIDING CLERK AND TREASURER. FORM 990, PART VI, SECTION A, LINE 7B THE YEARLY MEETING AT ITS ANNUAL SESSION OR ANY OF ITS THREE INTERIM MEETINGS THROUGH THE YEAR HAS THE POWER TO APPROVE OR NULLIFY THE DECISIONS MADE BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE GENERAL SECRETARY, THE FINANCE MANAGER, THE TREASURER AND THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES OF THE ORGANIZATION READ AND SIGN A COPY OF THE POLICY EVERY YEAR. STAFF MEMBERS SIGN A RECEIPT OF THE POLICY WHICH IS INCLUDED IN THE EMPLOYEE MANUAL. THE POLICY IS ALSO REVIEWED WITH THE STAFF AT LEAST ONCE A YEAR. CONFLICTS ARE REPORTED TO THE GENERAL SECRETARY, PRESIDING CLERK OR CLERK OF TRUSTEES, AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15A ALL SALARIES ARE REVIEWED AND APPROVED ANNUALLY. THE ORGANIZATION USES COMPARABILITY DATA TO DETERMINE THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. MILES WHITE BENEFICIAL SOCIETY OF BALTIMORE CITY 5116 N CHARLES STREET BALTIMORE MD 21210 520794615 PROVIDES GRANTS TO OTHER TAX EXEMPT WELFARE ENTITIES MD 501(C)(3) LINE 12A, I BALTIMORE YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MILES WHITE BENEFICIAL SOCIETY OF BALTIMORE CITY C 10000 CASH