Charles County Charitable Trust INC FY2021 filing

Tax-deductible

Bel Alton, MD501(c)(3)Community DevelopmentEIN 81-3638681Revenue $1.8M in FY2021

On file with the IRScharlesnonprofits.org9501 Crain Hwy Unit 2, 20611-3147 · Bel Alton, MDTax-exempt since Apr 2017Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of the Charles County Charitable Trust is to improve quality of life in the community by strengthening the local nonprofit sector through educational programs and grant assistance.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$99K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $29K a year · 2% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$99K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$507K
85% of total assets
Concern: liabilities are 85% of assets; over 80%.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
+45% vs prior year
Spent
$1.8M
To programs
92%
Net assets
$87K
By yearFY2020–FY2025
Revenue
$1.8M
FY2021▲ +45%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.8M
FY2022$2.1M
FY2023$1.9M
FY2024$1.8M
FY2025$1.7M
Expenses
$1.8M
FY2021▲ +45%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.8M
FY2022$2.0M
FY2023$1.9M
FY2024$1.8M
FY2025$1.7M
Net assets
$87K
FY2021▲ +52%
Tap a bar for its year
Net assets by fiscal year
FY2020$57K
FY2021$87K
FY2022$127K
FY2023$131K
FY2024$215K
FY2025$213K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $1.6M Management & general 7% · $127K Fundraising 0% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $99K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Dir.
$99,144Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Christie Burnett’s $83K as Executive Dir. is at the 12th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Vivian Mills———$47,736$99,144$95,472
Christie Burnett$83,343$80,583$71,059$25,000——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Strengthens local nonprofits by providing grants, monitoring organizational progress, and offering educational programs in fundraising, marketing, and sustainability to improve community quality of life.

Questions for Charles County Charitable Trust INC

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Provided by the organization

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1 program · $1.6M · in their own filed words · FY2020
01

Charles County Charitable Trust is involved in managing the decision-making process in grant awards, monitoring the grants awarded, make site visits to grantees, review mid-year and final grant reports from grantee organizations.

$1.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2020
Total grants receivedfrom 1 funder$5K
Grants paid · 267 grants · $8.8M · 2019–2024
Poiema Movement INCMD · FY2024$320,000
Health Partners INCMD · FY2024$50,000
Our Place Waldorf INCMD · FY2024$45,000
Center for Children INCMD · FY2024$40,000
Spring Dell Center INCMD · FY2024$40,000
Providence of Maryland INCMD · FY2024$33,950
Raw Juice and WellnessFY2024$33,750
Maryland Diaper BankMD · FY2024$30,000
See all 267 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Gifts and grantsLn 1h$1.8M
Investment incomeLn 3$45
Money outPt IX
$1.8M
Ln 25
Programscol B$1.6M
Managementcol C$127K
Fundraisingcol D$6K
Owns and owesPt X
$87K
net assets · Ln 32
Cash and savingsLn 1–2$581K
Total assetsLn 16$593K
LiabilitiesLn 26$507K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.8M
Government grantsLn 1e$1.8M
Investment incomeLn 3$45
Gains on assetsLn 7$0
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$581K
Cash and savings togetherLn 1–2$581K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$750
Total assetsLn 16$593K
LiabilitiesLn 26$507K
Net assetsLn 32$87K
OperationsPt I, VI
EmployeesI 53
VolunteersI 69
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$60K$581K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$4K$6K
Total assetsLn 16$87K$593K
LiabilitiesLn 26$30K$507K
Net assetsLn 32$57K$87K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.5M$1.5M
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$99K$20K$74K$5K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$51K$34K$17K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$20K$7K$12K$608
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$4K$4K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$15K$13K$2K
Advertising and promotionLn 12$930$930
Office expensesLn 13$1K$179$975$13
Information technologyLn 14$8K$3K$5K$245
RoyaltiesLn 15$0
OccupancyLn 16$6K$2K$3K$163
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$1K$551$782$40
InsuranceLn 23$2K$863$1K$62
Other expenses (24a–d)Ln 24$12K$5K$7K$339
All other expensesLn 24e$1K$213$800$15
Total functional expensesLn 25$1.8M$1.6M$127K$6K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.7M$1.7M−$2K$213K 990 PDF
FY2024 $1.8M$1.8M$84K$215K 990 PDF
FY2023 $1.9M$1.9M$4K$131K 990 PDF
FY2022 $2.1M$2.0M$41K$127K 990 PDF
FY2021 Viewing $1.8M$1.8M$30K$87K 990 PDF
FY2020 $1.2M$1.2M$20K$57K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $1,791,825 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,230,787$1,791,780
I-9 Program service revenuePrior year $625$0
I-10 Investment incomePrior year $152$45
I-11 Other revenue$0
I-12 Total revenuePrior year $1,231,564$1,791,825
I-13 Grants and similar amounts paidPrior year $976,631$1,541,323
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $183,645$169,244
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $51,575$51,520
I-18 Total expensesPrior year $1,211,851$1,762,087
I-19 Revenue less expensesPrior year $19,713$29,738
Part VI · Governance 10 of 10 board members independent, 2 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $1,791,825 across 9 lines filed
VIII-1e Government grants$1,790,245
VIII-1f All other contributions, gifts and grants$1,535
VIII-1h Total contributions, gifts and grants$1,791,780
VIII-3 Investment incomeExcluded from tax $45$45
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueExcluded from tax $45$1,791,825
Part IX · Statement of functional expenses $1,762,087 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $1,541,323$1,541,323
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $19,829 · Management $74,358 · Fundraising $4,957$99,144
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $33,889 · Management $16,649$50,538
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $7,322 · Management $11,632 · Fundraising $608$19,562
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $3,920$3,920
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $12,770 · Management $2,450$15,220
IX-12 Advertising and promotionPrograms $930$930
IX-13 Office expensesPrograms $179 · Management $975 · Fundraising $13$1,167
IX-14 Information technologyPrograms $3,389 · Management $4,817 · Fundraising $245$8,451
IX-15 Royalties$0
IX-16 OccupancyPrograms $2,259 · Management $3,210 · Fundraising $163$5,632
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $551 · Management $782 · Fundraising $40$1,373
IX-23 InsurancePrograms $863 · Management $1,226 · Fundraising $62$2,151
IX-24 Other expenses (24a–d)Programs $4,652 · Management $6,657 · Fundraising $339$11,648
IX-24e All other expensesPrograms $213 · Management $800 · Fundraising $15$1,028
IX-25 Total functional expensesPrograms $1,628,169 · Management $127,476 · Fundraising $6,442$1,762,087
Part X · Balance sheet $593,128 assets, 19 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $60,253$581,093
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $21,000$4,050
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $691$1,341
X-10c Land, buildings and equipment, netStart of year $4,013$5,894
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $750$750
X-16 Total assetsStart of year $86,707$593,128
X-17 Accounts payable and accrued expensesStart of year $29,939$2,567
X-19 Deferred revenue$504,055
X-26 Total liabilitiesStart of year $29,939$506,622
X-27 Net assets without donor restrictionsStart of year $56,768$86,506
X-32 Total net assets or fund balancesStart of year $56,768$86,506
X-33 Total liabilities and net assetsStart of year $86,707$593,128
Part XI · Reconciliation of net assets $86,506 net assets at year end
XI-1 Total revenue$1,791,825
XI-2 Total expenses$1,762,087
XI-3 Revenue less expenses$29,738
XI-4 Net assets at start of year$56,768
XI-10 Net assets at end of year$86,506

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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