Nonprofit · EIN 52-1454182
CHESAPEAKE BAY TRUST
Tax-exempt · ANNAPOLIS, MD 21403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $36,042,524 | $32,816,762 | $3,225,762 | $52,181,608 | $26,785,178 | $25,396,430 |
| June 30, 2024 | 990 | $28,427,407 | $26,556,750 | $1,870,657 | $42,961,240 | $21,433,604 | $21,527,636 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $34,248,101
- of which government grants
- $26,303,262
- Program service revenue
- $0
- Investment income
- $1,771,414
- Net gain from sales of assets
- $53,021
- Net income from fundraising events
- $18,378
- Net income from sales of inventory
- $4,631
- Other revenue
- $23,009
Expenses
- Grants and similar amounts paid
- $27,635,394
- Compensation of officers, directors and key employees
- $383,782
- Other salaries and wages
- $2,966,648
- Salaries, compensation and benefits (total)
- $4,092,246
- Professional fundraising fees
- $0
- Accounting fees
- $54,255
- Occupancy
- $32,005
- Travel
- $25,140
- Depreciation
- $73,260
- Program services (functional)
- $31,009,374
- Management and general (functional)
- $957,552
- Fundraising (functional)
- $849,836
Balance sheet and other
- Total assets, start of year
- $42,961,240
- Total assets, end of year
- $52,181,608
- Total liabilities, end of year
- $26,785,178
- Net assets, end of year
- $25,396,430
- Land, buildings and equipment
- $3,582,029
- Publicly traded securities
- $42,276,772
- Net assets without donor restrictions
- $22,573,134
- Net assets with donor restrictions
- $2,823,296
- Gross receipts
- $56,443,802
- Employees
- 56
- Volunteers
- 0
- Year formed
- 1985
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANA L DAVIS PHD | PRESIDENT Officer | 40 | $197,828 | $18,231 |
| JEANNE NELSON | VP OF FINANCE AND ADMINISTRATION Officer | 40 | $142,095 | $21,834 |
| KACEY M WETZEL | VP OF PROG. FOR OUTREACH/EDUCATION Highest-paid employee | 40 | $135,749 | $17,424 |
| SADIE R DRESCHER | VP OF PROGRAMS FOR RESTORATION Highest-paid employee | 40 | $131,450 | $17,281 |
| SUZANNE ARMSTRONG | FORMER VP OF DEVELOPMENT Former | 40 | $114,908 | $28,020 |
| JOSEPH E FARREN | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| BRIAN M HART | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JOSH KURTZ | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| ALEXANDER G NUNEZ ESQ | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CORETTA BENNETT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JASON D KEPPLER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JEFFREY HORTSMAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| HENRY H HOPKINS ESQ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| HON DAVID FRASER-HIDALGO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DR ASTRID CALDAS | TRUSTEE Trustee or director | 5 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLAN HOUSE | TRUSTEE Trustee or director | 5 | $0 |
| HON CHRISTOPHER M CORCHIARINO | TRUSTEE Trustee or director | 5 | $0 |
| MATTHEW ROWE | TRUSTEE Trustee or director | 5 | $0 |
| HON SENATOR PAMELA BEIDLE | TRUSTEE Trustee or director | 5 | $0 |
| THOMASINA POIROT ESQ | TRUSTEE Trustee or director | 5 | $0 |
| DAVID NEMAZIE | TRUSTEE Trustee or director | 5 | $0 |
| JOE KOCH | TRUSTEE Trustee or director | 5 | $0 |
| JEFFREY A MASON | TRUSTEE Trustee or director | 5 | $0 |
| VERNICE MILLER-TRAVIS | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANA L DAVIS PHD | PRESIDENT Officer | 40 | $179,531 | $16,466 |
| JEANNE NELSON | VP OF FINANCE AND ADMINIST Officer | 40 | $129,648 | $19,368 |
| KACEY M WETZEL | VP OF PROG. FOR OUTREACH/E Highest-paid employee | 40 | $117,514 | $14,819 |
| SADIE R DRESCHER | VP OF PROGRAMS FOR RESTORA Highest-paid employee | 40 | $117,055 | $15,127 |
| SUZANNE ARMSTRONG | VP OF DEVELOPMENT Highest-paid employee | 40 | $105,424 | $25,392 |
| JOSEPH E FARREN | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| ANTHONY MURRAY LEIGH JR | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| HON SENATOR PAMELA BEIDLE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CORETTA BENNETT | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| HON CHRISTOPHER M CORCHIARINO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BRIAN M HART | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOSH KURTZ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| HON DAVID FRASER-HIDALGO | TRUSTEE Trustee or director | 5 | $0 | $0 |
| HENRY H HOPKINS ESQ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JEFFREY HORTSMAN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JASON D KEPPLER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOE KOCH | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ALEXANDER G NUNEZ ESQ | VICE-CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| BRYAN S OFFUTT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| THOMASINA POIROT ESQ | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MATTHEW ROWE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOHN R VALLIANT | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DR ASTRID CALDAS | TRUSTEE Trustee or director | 5 | $0 | $0 |
| VERNICE MILLER-TRAVIS | TRUSTEE Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 108 SEVERN AVE, ANNAPOLIS, MD 21403-2612
- Principal officer (990 for 2024)
- BRIAN M HART, 108 SEVERN AVENUE, ANNAPOLIS, MD 21403
- Signed the 990
- BRIAN M HART, TREASURER
- Phone
- (410) 974-2941
- Website
- WWW.CBTRUST.ORG
- Return prepared by
- GROSS MENDELSOHN & ASSOCIATES PA
Mission
CHESAPEAKE BAY TRUST IS A PUBLIC, NONPROFIT GRANT-MAKING ORGANIZATION CREATED TO PROMOTE PUBLIC AWARENESS OF AND PARTICIPATION IN THE RESTORATION AND PROTECTION OF THE CHESAPEAKE BAY AND ITS TRIBUTARIES. (SEE SCHEDULE O FOR CONTINUATION) SINCE ITS ESTABLISHMENT IN 1985 BY THE MARYLAND GENERAL ASSEMBLY, THE TRUST HAS AWARDED MORE THAN $140 MILLION IN THE AREAS OF ENVIRONMENTAL EDUCATION, ON-THE-GROUND RESTORATION AND COMMUNITY OUTREACH.
Program accomplishments
- RESTORATION PROGRAMS: ENCOURAGING OUTREACH AND COMMUNITY ENGAGEMENT ACTIVITIES THAT INCREASE STEWARDSHIP ETHIC OF NATURAL RESOURCES AND ON-THE-GROUND RESTORATION ACTIVITIES THAT DEMONSTRATE RESTORATION TECHNIQUES AND ENGAGING RESIDENTS IN THE RESTORATION AND PROTECTION OF THE CHESAPEAKE BAY AND ITS RIVERS.Expenses $15,626,244 · grants $13,926,029
- COMMUNITY STEWARDSHIP: INCREASING PUBLIC AWARENESS AND INVOLVEMENT IN ACTIVITIES THAT RESTORE AND PROMOTE MARYLAND'S NATURAL RESOURCES.Expenses $14,432,263 · grants $12,861,962
- ENVIRONMENTAL EDUCATION: STRIVING TO ADVANCE KINDERGARTEN THROUGH TWELFTH GRADE ENVIRONMENTAL EDUCATION THROUGH EXPERIENTIAL LEARNING, OUTDOOR EXPERIENCES AND CURRICULUM DEVELOPMENT.Expenses $950,867 · grants $847,404
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1454182
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $52,181,608
- Income (IRS master file)
- $56,443,802
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $36,042,524 | $32,816,762 | $52,181,608 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $28,427,407 | $26,556,750 | $42,961,240 | XML |
| 990 | June 2023 | $22,229,296 | $20,192,027 | $35,658,902 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1454182).
Questions about CHESAPEAKE BAY TRUST
- What is the EIN of CHESAPEAKE BAY TRUST?
- The employer identification number (EIN) of CHESAPEAKE BAY TRUST is 52-1454182.
- Is CHESAPEAKE BAY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to CHESAPEAKE BAY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHESAPEAKE BAY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHESAPEAKE BAY TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHESAPEAKE BAY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHESAPEAKE BAY TRUST?
- The 990 for the year ended June 30, 2025 names BRIAN M HART.
- Who are the officers and directors of CHESAPEAKE BAY TRUST?
- The 990 for the year ended June 30, 2025 lists 24 people; 5 received compensation from the organization, the highest $197,828 (JANA L DAVIS PHD, PRESIDENT).
- How much revenue does CHESAPEAKE BAY TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $36,042,524, expenses of $32,816,762 and total assets of $52,181,608 at year end.
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