2024-07-30T08:49:18-04:00 2024-05-31 522275986 OFFUTT & ASSOCIATES CPAS PA 14 E 13TH STREET FREDERICK MD 21701 990PF 2023-06-01 520610535 THE LOATS FOUNDATION INC C/O EVANGELICAL LUTHERAN CHURCH LOAT 3016060640 35 EAST CHURCH STREET FREDERICK MD 21701 C RICHARD MILLER JR TREASURER 3016638797 2024-07-23 true true JOHN B OFFUTT P00355891 3016627585 2024-07-22 2023 2024-08-08 14:25:15Z X 4214177 X 300 X 26150 26150 158518 158518 -107934 2995482 41 41 77075 184709 4130 4130 19685 19685 5207 5207 1654 1654 30676 30676 0 200000 200000 230676 30676 200000 -153601 154033 18284 20097 20097 2709555 3529073 3529073 1115961 665007 665007 3843800 4214177 4214177 0 X 3843800 4214177 3843800 4214177 3843800 4214177 3843800 -153601 532290 4222489 8312 4214177 SEE ATTACHED - MORGAN STANLEY P 1168672 1180358 -11686 -11686 SEE ATTACHED - MORGAN STANLEY P 1303013 1399261 -96248 -96248 MORGAN STANLEY P 523797 523797 -107934 2141 2141 2141 13012 13012 10871 10871 false false false false false false false false true MD true false false false false true N/A C RICHARD MILLER JR 3016060640 7097 AUTUMN LEAF LANE FREDERICK MD 21702 false false false false false false false false false false false false false false false false false false false false REV DR PAUL BAGLYOS 35 EAST CHURCH STREET FREDERICK MD 21701 PRESIDENT 000.00 0 0 0 MARSHA HAHN 35 EAST CHURCH STREET FREDERICK MD 21701 SECRETARY 000.00 0 0 0 C RICHARD MILLER JR 35 EAST CHURCH STREET FREDERICK MD 21701 TREASURER 000.00 0 0 0 BARBARA BRITTAIN 35 EAST CHURCH STREET FREDERICK MD 21701 VICE PRESIDE 000.00 0 0 0 JOANNE BAUM 35 EAST CHURCH STREET FREDERICK MD 21701 DIRECTOR 000.00 0 0 0 LORRAINE M B PRETE 35 EAST CHURCH STREET FREDERICK MD 21701 RESIDENT AGE 000.00 0 0 0 NONE NONE THE LOATS FOUNDATION MAKES CONTRIBUTIONS TO VARIOUS NON- PROFIT ORGANIZATIONS AND CONTRIBUTES SCHOLARSHIP FUNDS TO COLLEGE AND UNIVERSITIES. 200000 N/A 4009798 12952 0 4022750 4022750 60341 3962409 198120 198120 2141 2141 195979 195979 195979 200000 200000 195979 41255 48021 89276 200000 195979 4021 93297 0 93297 41255 48021 4021 X THE LOATS FOUNDATION INC 35 EAST CHURCH STREET FREDERICK MD 21701 3016060640 RICKM7097@YAHOO.COM CARROLL COMMUNITY COLLEGE 1601 WASHINGTON ROAD WESTMINSTER MD 21157 501 (C) (3) PROVIDE SCHOLARSHIP FUNDING 8000 FREDERICK COMM COLLEGE FNDN INC 7932 OPOSSUMTOWN PIKE FREDERICK MD 21702 501 (C) (3) PROVIDE SCHOLARSHIPS & SUPPORT ORG 60000 FROSTBURG STATE UNIVERSITY FNDN INC 101 BRADDOCK ROAD FROSTBURG MD 21532 501 (C) (3) PROVIDE SCHOLARSHIP FUNDING 20000 HEARTLY HOUSE INC PO BOX 857 FREDERICK MD 21705 501 (C)(3) SUPPORT ACTIVITIES & MISSION OF ORG 5000 HOOD COLLEGE 401 ROSEMONT AVE FREDERICK MD 21701 501(C)(3) PROVIDE SCHOLARSHIP FUNDING 21000 MCDANIEL COLLEGE 2 COLLEGE HILL WESTMINSTER MD 21157 501(C)(3) PROVIDE SCHOLARSHIP FUNDING 13000 MENTAL HEALTH ASSOC OF FRED CO MD 226 SOUTH JEFFERSON ST FREDERICK MD 21701 501(C)(3) SUPPORT ACTIVITIES AND MISSION 8000 MOTHER SETON SCHOOL 100 CREAMERY ROAD EMMITSBURG MD 21727 501(C)(3) PROVIDE SCHOLARSHIP FUNDING 12000 SAN MAR CHILDREN'S HOME INC 8504 MAPLEVILLE ROAD BOONSBORO MD 21713 501(C)(3) SUPPORT ACTIVITIES AND MISSION 4000 WEE FOLK SCHOOL 26 EAST 2ND STREET FREDERICK MD 21701 501(C)(3) PROVIDE SCHOLARSHIP FUNDING 12000 COIPP 22 SOUTH MARKET ST 101A FREDERICK MD 21701 501(C)(3) SUPPORT ACTIVITIES AND MISSION 3000 CALVARY WEEKDAY SCHOOL 131 W 2ND STREET FREDERICK MD 21701 501(C)(3) PROVIDE SCHOLARSHIP FUNDING 5000 MOUNT SAINT MARY'S UNIVERSITY 16300 OLD EMIMITSBURG RD EMMITSBURG MD 21727 501(C)(3) PROVIDE SCHOLARSHIP FUNDING 9000 MAR LU RIDGE 3200 MAR LU RIDGE ROAD JEFFERSON MD 21755 501(C)(3) PROVIDE SCHOLARSHIP FUNDING 7000 SHEPHERD UNIVERSITY 301 N KING STREET SHEPHERDSTOWN WV 25443 501(C)(3) PROVIDE SCHOLARSHIP FUNDING 9000 STEVENSON COLLEGE 100 CAMPUS CIRCLE OWINGS MILLS MD 21117 501 (C)(3) PROVIDE SCHOLARSHIP FUNDING 4000 200000 26150 158518 -107934 MISCELLANEOUS INCOME 41 76775 76775 3 INTEREST EARNED ON CASH ACCOUNT REQUIRED FOR DISTRIBUTIONS 4 DIVIDENDS EARNED ON INVESTMTS FOR SCHOLARSHIPS & CONTRIB. 7 GAINS ON SALE OF INVESTMTS HELD FOR SCHOLARSHIPS & CONTRIB false false false false false false false false false false ACCOUNTING 4130 4130 FIXED INCOME FUNDS - MORGAN STANLEY 665007 665007 EQUITIES - MORGAN STANLEY 3529073 3529073 BOND PURCHASE INTEREST 8310 ROUNDING 2 EXPENSES BANK FEES 10 10 ADR FEES 231 231 INSURANCE 1413 1413 MISCELLANEOUS INCOME 41 41 UNREALIZED GAINS ON INVESTMENTS 532290 INVESTMENT MANAGEMENT FEES 19685 19685 FOREIGN TAX PAID 5207 5207