Nonprofit · EIN 52-1738992
PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC
Tax-exempt · BALTIMORE, MD 21210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $6,531,073 | $4,087,453 | $2,443,620 | $50,893,742 | $7,176,292 | $43,717,450 |
| December 31, 2024 | 990 | $5,530,967 | $5,167,218 | $363,749 | $47,118,575 | $8,512,255 | $38,606,320 |
| December 31, 2023 | 990 | $4,298,469 | $6,978,945 | -$2,680,476 | $43,918,473 | $8,912,153 | $35,006,320 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,885,105
- Investment income
- $2,548,255
- Net gain from sales of assets
- $1,753,093
- Other revenue
- $97,713
Expenses
- Grants and similar amounts paid
- $1,408,810
- Compensation of officers, directors and key employees
- $44,923
- Other salaries and wages
- $391,797
- Salaries, compensation and benefits (total)
- $546,471
- Professional fundraising fees
- $0
- Accounting fees
- $97,044
- Occupancy
- $578,660
- Depreciation
- $313,793
- Program services (functional)
- $3,575,693
- Management and general (functional)
- $511,760
Balance sheet and other
- Total assets, start of year
- $47,118,575
- Total assets, end of year
- $50,893,742
- Total liabilities, end of year
- $7,176,292
- Net assets, end of year
- $43,717,450
- Land, buildings and equipment
- $4,106,643
- Publicly traded securities
- $37,420,949
- Net assets without donor restrictions
- $43,717,450
- Gross receipts
- $7,540,252
- Employees
- 8
- Volunteers
- 7
- Year formed
- 1988
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHARLES F ROUT | AREA MAINTENANCE SUPERVISOR Highest-paid employee | 40 | $111,884 | $28,977 |
| TRACEY R TIZARD | ASSISTANT SECRETARY Officer | 14 | $44,923 | $0 |
| PATRICIA H JOSEPH | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| JESSICA K JOSEPH | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CARA S WEIMAN | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT C EMBRY JR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PATRICIA P BAUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN D EISNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHALE D STILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK K JOSEPH | PRESIDENT/TREASURER Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACEY R TIZARD | ASSISTANT SECRETARY Officer | 1 | $43,466 |
| PATRICIA H JOSEPH | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| JESSICA K JOSEPH | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 |
| CARA S WEIMAN | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 |
| ROBERT C EMBRY JR | SECRETARY Trustee or director, Officer | 1 | $0 |
| PATRICIA P BAUM | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN D EISNER | DIRECTOR Trustee or director | 1 | $0 |
| SHALE D STILLER | DIRECTOR Trustee or director | 1 | $0 |
| MARK K JOSEPH | PRESIDENT/TREASURER Officer | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACEY R TIZARD | ASSISTANT SECRETARY Officer | 1 | $41,110 |
| PATRICIA H JOSEPH | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| JESSICA K JOSEPH | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 |
| CARA S WEIMAN | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 |
| ROBERT C EMBRY JR | SECRETARY Trustee or director, Officer | 1 | $0 |
| PATRICIA P BAUM | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN D EISNER | DIRECTOR Trustee or director | 1 | $0 |
| SHALE D STILLER | DIRECTOR Trustee or director | 1 | $0 |
| MARK K JOSEPH | PRESIDENT/TREASURER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2 HAMILL RD STE 339, BALTIMORE, MD 21210-1874
- Principal officer (990 for 2025)
- MARK K JOSEPH, 2 HAMILL ROAD 339, BALTIMORE, MD 21210
- Signed the 990
- MARK K JOSEPH, PRESIDENT
- Phone
- (410) 962-0595
- Return prepared by
- RSM US LLP
Mission
TO PROVIDE HOUSING, INCLUDING OWNING, INVESTING IN AND OPERATING RENTAL HOUSING PROJECTS AND ALL RELATED AMENITIES TO BENEFIT HOMELESS PERSONS, THE ELDERLY AND PERSONS OF LOW OR MODERATE INCOME; TO EDUCATE THE PUBLIC ABOUT HOUSING NEEDS; TO PROVIDE EDUCATION AND TRAINING IN HOUSING MANAGEMENT AND RELATED SERVICES; AND TO OPERATE PROGRAMS WHICH AID DISTRESSED URBAN AREAS.
Program accomplishments
- TO PROVIDE HOUSING FOR THE BENEFIT OF THE ELDERLY LOW-INCOME, AND HOMELESS.Expenses $3,575,693 · grants $1,408,810 · revenue $3,982,818
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1738992
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L210)
- Assets (IRS master file)
- $50,893,742
- Income (IRS master file)
- $7,540,252
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $6,531,073 | $4,087,453 | $50,893,742 | XML |
| 990 | December 2024 | $5,530,967 | $5,167,218 | $47,118,575 | XML |
| 990 | December 2023 | $4,298,469 | $6,978,945 | $43,918,473 | XML |
| 990 | December 2022 | $4,227,120 | $4,881,819 | $42,394,224 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 52-1738992).
Questions about PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC
- What is the EIN of PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC?
- The employer identification number (EIN) of PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC is 52-1738992.
- Is PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC 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 PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names MARK K JOSEPH.
- Who are the officers and directors of PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 2 received compensation from the organization, the highest $111,884 (CHARLES F ROUT, AREA MAINTENANCE SUPERVISOR).
- How much revenue does PATRICIA AND MARK JOSEPH SHELTER FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $6,531,073, expenses of $4,087,453 and total assets of $50,893,742 at year end.
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