GROWING TREE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GROWING TREE FOUNDATION (EIN 87-2623940)
Tax period
2022-10-27 to 2023-06-30
Filed
2024-05-13
IRS object ID
202401349349103690
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T16:35:41-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-10-27TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN872623940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GROWING TREE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGROWBusinessNameControlTxt
Phone2062237000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO LANE POWELL 1420 5TH AVE 4200AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981012375ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES M DRACKETT JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2062237000PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastDRACKETT JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALYSON PETERSPreparerPersonNm
PTINP01821268PTIN
Phone2065777880PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,902,374FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,853,399ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,220InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,600InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$187,696DividendsRevAndExpnssAmt
Dividends Net Invst Incm$187,696DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,825NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,232,672GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,154CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,087,140TotalRevAndExpnssAmt
Total Net Invst Incm$240,450TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,585LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,792LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,793LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,510AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,755AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,755AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,293OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,293OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,888TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,840TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,548TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$506,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$506,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$547,688TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,840TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$519,348TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,539,452ExcessRevenueOverExpensesAmt
Net Investment Income$215,610NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$5,189,116CashEOYAmt
Cash EOYFMV$5,189,116CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$6,342,409CorporateStockEOYAmt
Corporate Stock EOYFMV$24,497,635CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$49,374CorporateBondsEOYAmt
Corporate Bonds EOYFMV$47,769CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$1,952,690OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,167,854OtherInvestmentsEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$13,533,589TotalAssetsEOYAmt
Total Assets EOYFMV$31,902,374TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$13,533,589RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,533,589TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,533,589TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,539,452ExcessRevenueOverExpensesAmt
Other Increases$5,994,137OtherIncreasesAmt
Subtotal$13,533,589SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,533,589TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,010,309$985,518$24,791$24,791
PUBLICLY TRADED SECURITIES$206,706$196,000$10,706$10,706
CAPITAL GAINS DIVIDENDS$15,657$15,657$15,657P
FieldValueIRS element (for citing)
Capital Gain Net Income$51,154CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,997InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,997SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,997TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,003OverpaymentAmt
Applied To ES Tax$2,003AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES M DRACKETT JRIndividualWithBooksNm
Phone2062237000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O LANE POWELL 1420 FIFTH AVENUEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981012375ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES M DRACKETT JR
C/O LANE POWELL 1420 5TH AVE STE4200SEATTLEWA981012375PRESIDENT0.50$0$0$0
SUSAN G DRACKETT
C/O LANE POWELL 1420 5TH AVE STE4200SEATTLEWA981012375SECRETARY/ TREASURER0.50$0$0$0
MARY FRANCES BURGIN
C/O LANE POWELL 1420 5TH AVE STE4200SEATTLEWA981012375DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,588,308AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,366,352AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,511,377FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,466,037TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,466,037AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$216,991CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,249,046NetVlNoncharitableAssetsAmt
Minimum Investment Return$482,131MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$482,131MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,997TaxBasedOnInvestmentIncomeAmt
Total Tax$2,997TotalTaxAmt
Distributable Before Adj$479,134DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$479,134DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$479,134DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$519,348ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$519,348QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$479,134DistributableAsAdjustedAmt
Undistributed Income PY$419,306UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$519,348QualifyingDistributionsAmt
Applied To Year1$419,306AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100,042AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$499,484UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES M DRACKETT JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CINCINNATI NATURE CENTERBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14949 TEALTOWN RDAddressLine1Txt
CityMILFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45150ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO FURTHER THE ORGANIZATION'S CHARITABLE GOALSGrantOrContributionPurposeTxt
Amt$506,800Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$506,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,220ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$187,696ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$43,825ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$233,741ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$233,741TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (36 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
MARJORIE W DRACKETT
1360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$184,826Yes (X)
MARJORIE W DRACKETT
2360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$209,267Yes (X)
MARJORIE W DRACKETT
3360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$145,133Yes (X)
MARJORIE W DRACKETT
4360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$187,725Yes (X)
MARJORIE W DRACKETT
5360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$1,050,320Yes (X)
MARJORIE W DRACKETT
6360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$325,510Yes (X)
MARJORIE W DRACKETT
7360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$65,445Yes (X)
MARJORIE W DRACKETT
8360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$71,244Yes (X)
MARJORIE W DRACKETT
9360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$101,176Yes (X)
MARJORIE W DRACKETT
10360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$494,082Yes (X)
MARJORIE W DRACKETT
11360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$125,886Yes (X)
MARJORIE W DRACKETT
12360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$110,622Yes (X)
MARJORIE W DRACKETT
13360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$33,461Yes (X)
MARJORIE W DRACKETT
14360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$42,285Yes (X)
MARJORIE W DRACKETT
15360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$103,158Yes (X)
MARJORIE W DRACKETT
16360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$91,453Yes (X)
MARJORIE W DRACKETT
17360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$71,127Yes (X)
MARJORIE W DRACKETT
18360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$274,909Yes (X)
MARJORIE W DRACKETT
19360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$64,034Yes (X)
MARJORIE W DRACKETT
20360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$78,838Yes (X)
MARJORIE W DRACKETT
21360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$243,665Yes (X)
MARJORIE W DRACKETT
22360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$172,233Yes (X)
MARJORIE W DRACKETT
23360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$142,540Yes (X)
MARJORIE W DRACKETT
24360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$336,390Yes (X)
MARJORIE W DRACKETT
25360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$2,328,539Yes (X)
MARJORIE W DRACKETT
26360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$420,564Yes (X)
MARJORIE W DRACKETT
27360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$1,014,699Yes (X)
MARJORIE W DRACKETT
28360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$223,381Yes (X)
MARJORIE W DRACKETT
29360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$191,639Yes (X)
MARJORIE W DRACKETT
30360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$419,273Yes (X)
MARJORIE W DRACKETT
31360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$88,561Yes (X)
MARJORIE W DRACKETT
32360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$174,103Yes (X)
MARJORIE W DRACKETT
33360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$94,189Yes (X)
MARJORIE W DRACKETT
34360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$3,681,033Yes (X)
MARJORIE W DRACKETT
35360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$5,771,378Yes (X)
MARJORIE W DRACKETT
36360 S ROSEMARY AVENUE SUITE 1605WEST PALM BEACHFL33401$4,608,167Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (35 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11663 SHS ABBOTT LABORATORIES$184,8262023-04-20
22321 SHS ADVANCED MICRO DEVICES INC.$209,2672023-04-20
31067 SHS AGILENT TECHNOLOGIES INC$145,1332023-04-20
41008 SHS ANALOG DEVICES INC$187,7252023-04-20
56300 SHS APPLE INC$1,050,3202023-04-20
62861 SHS APPLIED MATERIALS INC$325,5102023-04-20
72804 SHS BNY MELLON STRATEGIC FDS INC INTRNTNAL STOCK$65,4452023-04-20
82375 SHS BANK OF AMERICA CORP$71,2442023-04-20
91000 SHS BAY AREA TOLL AUTH CALIF TOLL$101,1762023-04-20
101 SH BERKSHIRE HATHAWAY INC DEL CL A$494,0822023-04-20
112679 SHS CISCO SYSTEMS INC$125,8862023-04-20
121736 SHS COCA-COLA CO$110,6222023-04-20
13600 SHS DOW INC$33,4612023-04-20
14600 SHS DUPONT DE NEMOURS INC$42,2852023-04-20
151200 SHS EMERSON ELECTRIC CO$103,1582023-04-20
162952 SHS INTEL CORP$91,4532023-04-20
173252 SHS INVESTMENT MANAGERS SER TR WCM FCS GW INSTL$71,1272023-04-20
1812625 SHS ISHARES TR US TELECOM ETF$274,9092023-04-20
191475 SHS JANUS HENDERSON OVERSEAS - INST$64,0342023-04-20
20534 SHS KEYSIGHT TECHNOLOGIES$78,8382023-04-20
21838 SHS MCDONALD'S CORP$243,6652023-04-20
22600 SHS MICROSOFT CORP$172,2332023-04-20
23770 SHS PEPSICO INC$142,5402023-04-20
24954 SHS S&P GLOBAL INC$336,3902023-04-20
255652 SHS SPDR S&P 500 ETF TRUST$2,328,5392023-04-20
263384 SHS SPDR S&P DIVIDEND ETF$420,5642023-04-20
272223 SHS SPDR S&P MID-CAP 400 ETF$1,014,6992023-04-20
284075 SHS CHARLES SCHWAB CORP$223,3812023-04-20
291644 SHS VANGUARD SPECIALIZED FUNDS REAL EST IDX ADM$191,6392023-04-20
303921 SHS VANGUARD HIGH DIVIDEND YIELD ETF$419,2732023-04-20
31357 SHS VANGUARD CONSUMER DISCRETIONARY ETF$88,5612023-04-20
32918 SHS VANGUARD WORLD FDS INDUSTRIAL ETF$174,1032023-04-20
33681 SHS ZIMMER BIOMET HOLDINGS INC$94,1892023-04-20
3452386 SHS BRISTOL MYERS SQUIBB$3,681,0332023-04-21
3536925 SHS PROCTER & GAMBLE CO$5,771,3782023-04-21

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,510Amt
Net Investment Income$6,755NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,755DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART XII, LINE 6F(D) - DISTRIBUTABLE AMOUNT FOR 2022ON OCTOBER 26TH, 2022, GROWING TREE FOUNDATION INC. ("OHIO ENTITY") MADE AN IRC SECTION 507(B)(2) TRANSFER OF ALL OF ITS ASSETS TO GROWING TREE FOUNDATION ("WASHINGTON ENTITY") (EIN: 87-2623940) PURSUANT TO A STATUTORY MERGER. THE WASHINGTON ENTITY IS ALSO A PRIVATE NON-OPERATING FOUNDATION. THIS TRANSFER CONSTITUTED A COMPLETE AND FINAL DISTRIBUTION OF THE OHIO ENTITY'S ASSETS.AT THE END OF THE TAX YEAR ENDING OCTOBER 26TH, 2022, THE OHIO ENTITY HAD "UNDISTRIBUTED INCOME" AS DESCRIBED IN IRC SECTION 4942(C). REV. RUL. 2002-28 PROVIDES THAT THE TRANSFEREE FOUNDATION(S) IN AN IRS SECTION 507(B)(2) TRANSFER ASSUME ALL OBLIGATIONS WITH RESPECT TO THE TRANSFEROR'S UNDISTRIBUTED INCOME WITHIN THE MEANING OF IRC SECTION 4942(C). ALL OF THE UNDISTRIBUTED INCOME ON THE OHIO ENTITY'S FINAL TAX RETURN IS ASSUMED BY THE WASHINGTON ENTITY AND IS REPORTED AS UNDISTRIBUTED INCOME ON FORM 990-PF FOR THE TAX YEAR ENDING JUNE 30, 2023. THE $120,392 OF UNDISTRIBUTED INCOME FROM THE TRANSFEROR OHIO FOUNDATION'S (EIN: 46-1533212) PART XII, LINE 1 FOR YEAR "2022" AS WELL AS THE CALCULATED UNDISTRIBUTED INCOME OF $479,134 FOR THE TRANSFEREE WASHINGTON FOUNDATION'S (EIN: 87-2623940) PART XII, LINE 1 FOR YEAR "2022" MINUS THE $100,042 OF QUALIFYING DISTRIBUTIONS APPLIED AGAINST THE 2022 DISTRIBUTABLE AMOUNT ON THE TRANSFEREE WASHINGTON FOUNDATION'S PART XII, LINE 4D = THE $499,484 OF "UNDISTRIBUTED INCOME FOR 2022" REPORTED ON THE WASHINGTON FOUNDATION'S PART XII, LINE 6F.
FOOTNOTE TO THE RETURNTHE SHORT-YEAR 10/27/2022 - 6/30/2023 RETURN IS BEING FILED AS A RESULT OF A STATUTORY MERGER BETWEEN TWO PRIVATE NON- OPERATING FOUNDATIONS. ON OCTOBER 26TH, 2022, GROWING TREE FOUNDATION INC. ("TRANSFEROR FOUNDATION") (EIN: 46-1533212) MADE AN IRC SECTION 507(B)(2) TRANSFER OF ALL ITS ASSETS TO GROWING TREE FOUNDATION ("TRANSFEREE FOUNDATION") (EIN: 87- 2623940) PURSUANT TO A STATUTORY MERGER FROM AN OHIO ENTITY TO A WASHINGTON ENTITY. PURSUANT TO IRC SECTION 507(B)(2), THE TRANSFEREE FOUNDATION IS NOT TREATED AS A NEWLY CREATED ORGANIZATION BUT RATHER A CONTINUATION OF THE TRANSFEROR FOUNDATION. THE TRANSFEROR FOUNDATION HAD A JUNE 30TH FISCAL YEAR-END, WHICH THE TRANSFEREE FOUNDATION WILL CONTINUE TO USE. SINCE THE MERGER OCCURRED ON 10/26/2022, A STUB PERIOD RETURN WAS FILED FOR THE TRANSFEROR FOUNDATION FOR 7/1/2022 - 10/26/2022 AND THIS RETURN, FOR THE TRANSFEREE FOUNDATION, IS FOR THE 10/27/2022 - 6/30/2023 PERIOD.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PENNSYLVANIA ST TPK COMMN SPL OBLIG$44,304$42,860
TARGET CORP$5,070$4,909

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARON DISCOVERY FUND - INST$130,114$186,791
BNY MELLON INTERNATIONAL STOCK FUND - INST$171,777$257,305
ISHARES CORE S&P SMALL CAP ETF$54,893$62,580
ISHARES GLOBAL CLEAN ENERGY$100,406$126,279
JANUS HENDERSON OVERSEAS - INST$205,962$237,489
SEAFARER OVERSEAS GROWTH & INCOME$37,726$39,112
SPDR S&P 500 ETF TRUST$1,928,662$5,212,973
SPDR S&P DIVIDEND ETF$281,783$518,146
SPDR S&P MID-CAP 400 ETF TRUST$956,858$2,454,414
TOUCHSTONE SANDS CAPITAL EMERGING GROWTH-Y$36,070$39,676
VANGUARD GROWTH INDEX FUND - ADM$100,000$127,010
VANGUARD HIGH DIVIDEND YIELD ETF$263,203$514,121
VANGUARD S&P SMALL-CAP 600 ETF$35,461$52,377
VULCAN VALUE PARTNERS SMALL CAP FUND INS.$183,000$182,843
WCM FOCUSED INTL GROWTH FUND - INS$175,637$278,153
ABBOTT LABORATORIES$38,299$181,300
AGILENT TECHNOLOGIES$4,908$128,307
ANALOG DEVICES INC.$13,074$196,368
APPLE INC.$80,010$1,222,011
APPLIED MATERIALS INC.$14,648$413,529
BERKSHIRE HATHAWAY INC. CL. A$32,963$517,810
BRISTOL MYERS SQUIBB$2,619$3,350,085
CHARLES SCHWAB CORP.$44,214$230,971
CISCO SYSTEMS INC.$14,172$138,611
DOW INC.$5,202$31,956
DUPONT DE NEMOURS INC.$7,968$42,864
EMERSON ELECTRIC$7,248$108,468
INTEL CORP.$24,177$98,715
ISHARES DJ U.S. TELECOM.$270,049$279,013
KEYSIGHT TECHNOLOGIES$1,958$89,418
MCDONALDS CORP.$14,883$250,068
MICROSOFT CORP.$45,072$204,324
PEPSICO$28,790$142,619
PROCTER & GAMBLE$421,269$5,071,910
S&P GLOBAL INC.$6,869$382,449
THE COCA-COLA COMPANY$16,405$104,542
VANGUARD CONSUMER DISCRETIONARY ETF$67,277$101,102
VANGUARD INDUSTRIALS ETF$142,308$188,677
ZIMMER BIOMET HOLDINGS INC.$7$99,154
ADVANCED MICRO DEVICES INC.$10,468$264,385
VANGUARD SMALL-CAP GROWTH INDEX - ADM$183,000$183,888
WASATCH SMALL CAP VALUE FUND$183,000$185,822

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK FUNDS II - FLOATING RATE - INSTAT COST$75,000$72,286
COHEN & STEERS REALTY SHARES FUNDAT COST$38,105$48,315
VITTORIA OFFSHORE LTD.AT COST$1,302,160$1,511,415
BAY AREA TOLL AUTH CALIF TOLL BRDG REVAT COST$101,830$100,578
VANGUARD REIT INDEX FUND - ADMIRALAT COST$435,595$435,260

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$11,585LegalFeesAmt
Net Investment Income$5,792NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,793DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
SEC. 507(B)(2) TRANSFER FROM GROWING TREE FOUNDATION INC (46-1533212)$5,500,306
COST ADJUSTMENT$493,831

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$12,293Amt
Net Investment Income$12,293NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMARJORIE W DRACKETTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1360 S ROSEMARY AVENUE SUITE 1605AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$3,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.