JOHN A AND ELIZABETH F TAYLOR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A AND ELIZABETH F TAYLOR CHARITABLE FOUNDATION INC (EIN 65-0155013)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202401369349103585
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:13:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200134357 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHONEY & MAHONEY CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 VILLAGE SQUARE CROSSING STE 3J | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650155013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN A & ELIZABETH F TAYLOR | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5613511251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 VILLAGE SQUARE CROSSING STE 3 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER KAUPE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5613511251 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | KAUPE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA MAHONEY | PreparerPersonNm |
| PTIN | P01343740 | PTIN |
| Phone | 5613511251 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,430,486 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $300,241 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $300,241 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,882,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,056 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,056 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $290,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,297 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,329 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,329 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,257 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,257 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,265 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,265 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $642 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $642 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $647,858 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $647,858 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $751,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $647,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$460,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,804 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,807 | CashBOYAmt |
| Cash EOY | $30,733 | CashEOYAmt |
| Cash EOYFMV | $30,733 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $194,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $475,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $476,485 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,659,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,920,366 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,923,268 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,887,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,426,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,430,486 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,791,270 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,791,270 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,095,909 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,635,485 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,887,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,426,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,887,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,426,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,887,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$460,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,426,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,426,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 2500 COMERICA INC | P | 2023-03-13 | $106,330 | $161,524 | -$55,194 | -$55,194 | |
| 3000 PFIZER INC | P | 2023-03-23 | $121,221 | $120,423 | $798 | $798 | |
| 1000 VERIZON COMM INC | P | 2023-03-23 | $37,541 | $56,261 | -$18,720 | -$18,720 | 2019-08-21 |
| 400 ADOBE INC | P | 2023-03-31 | $153,135 | $150,264 | $2,871 | $2,871 | |
| 400 AUTOMATIC DATA PROC INC | P | 2023-03-31 | $88,696 | $85,757 | $2,939 | $2,939 | 2021-10-21 |
| 1300 QUALCOMM INC | P | 2023-06-07 | $149,133 | $148,861 | $272 | $272 | |
| 500 ORACLE CORP | P | 2023-06-07 | $52,775 | $10,349 | $42,426 | $42,426 | |
| 2600 AT&T INC | P | 2023-06-07 | $41,442 | $70,886 | -$29,444 | -$29,444 | |
| 700 VERIZON | P | 2023-06-09 | $24,528 | $41,737 | -$17,209 | -$17,209 | 2019-09-16 |
| 2500 DUKE ENERGY CORP | P | 2023-06-26 | $223,991 | $222,139 | $1,852 | $1,852 | |
| 250 UNITED PARCEL SERVICE INC | P | 2023-07-12 | $46,665 | $46,937 | -$272 | -$272 | 2023-03-23 |
| 100 UNITEDHEALTH GROUP INC | P | 2023-07-14 | $47,812 | $47,829 | -$17 | -$17 | 2023-03-23 |
| 100000 US TREASURY BILL | P | 2023-09-21 | $100,000 | $100,000 | $0 | $0 | 2023-06-26 |
| 500 ABBOTT LABORATORIES | P | 2023-09-28 | $48,941 | $12,553 | $36,388 | $36,388 | 2007-09-13 |
| 200 DANAHER CORP | P | 2023-09-28 | $49,578 | $5,774 | $43,804 | $43,804 | 2009-12-23 |
| 100 HONEYWELL INTL INC | P | 2023-09-28 | $18,771 | $5,892 | $12,879 | $12,879 | 2011-05-02 |
| 1800 RTX CORPORATION | P | 2023-09-28 | $130,751 | $150,229 | -$19,478 | -$19,478 | |
| 1000 COCA COLA | P | 2023-09-28 | $55,844 | $55,695 | $149 | $149 | 2020-01-10 |
| 200 VERALTO CORP | P | 2023-10-05 | $14,679 | $2,060 | $12,619 | $12,619 | |
| 250 T ROWE PRICE GROUP | P | 2023-11-10 | $23,092 | $40,643 | -$17,551 | -$17,551 | |
| 300 CATERPILLAR INC | P | 2023-11-22 | $73,187 | $83,077 | -$9,890 | -$9,890 | 2023-09-28 |
| 300 GENERAL DYNAMICS | P | 2023-12-18 | $76,046 | $75,907 | $139 | $139 | 2022-11-25 |
| 100000 US TREASURY BILL | P | 2023-12-21 | $100,000 | $100,000 | $0 | $0 | 2023-06-26 |
| 100000 US TREASURY BILL | P | 2023-08-24 | $97,545 | $97,545 | $0 | $0 | 2023-02-23 |
| SPDR GOLD SHARES | P | 2023-12-31 | $358 | $89 | $269 | $269 | 2004-11-29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $349 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MAHONEY MAHONEY CPA'S PA | IndividualWithBooksNm |
| Phone | 5613511251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 VILLAGE SQ XING 3J | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXIS WILSON | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | PRES; DIRECTOR | 0.00 | $0 | $0 | $0 |
| PATRICE KAUPE | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | VICE PRES; DIRECTOR | 0.00 | $0 | $0 | $0 |
| PETER KAUPE | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | TREAS; CHAIRMAN; DIRECTOR | 0.00 | $0 | $0 | $0 |
| SERENA WILSON | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | SEC; DIRECTOR | 0.00 | $0 | $0 | $0 |
| KIMBERLY KAUPE | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HANS MILLER | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHARI WILSON | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,411,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $630,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,042,203 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,042,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $195,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,846,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $642,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $642,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,749 | TotalTaxAmt |
| Distributable Before Adj | $639,580 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $639,580 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $639,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $647,858 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $647,858 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $639,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,993 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $647,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $639,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,278 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,271 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,271 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,993 | ExcessFromYear2Amt |
| Excess From Current Year | $8,278 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | |||||||
| PO BOX 5948 | TALLAHASSEE | FL | 323145948 | N/A | PUBLIC | GENERAL | $33,750 |
| BALTIMORE MUSEUM OF ART INC | |||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | N/A | PUBLIC | GENERAL | $2,500 |
| BILLFISH FOUNDATION INC | |||||||
| 5100 N FEDERAL HIGHWAY STE 200 | FT LAUDERDALE | FL | 333083842 | N/A | PUBLIC | GENERAL | $30,000 |
| CAPTAINS FOR CLEAN WATER INC | |||||||
| 2031 JACKSON STREET | FORT MYERS | FL | 33901 | N/A | PUBLIC | GENERAL | $43,000 |
| CONSERVATION FLORIDA INC | |||||||
| 408 WEST UNIVERSITY AVENUE 402 | GAINESVILLE | FL | 32601 | N/A | PUBLIC | GENERAL | $53,322 |
| DUKE UNIVERSITY MARINE LAB | |||||||
| 135 DUKE MARINE LAB ROAD | BEAUFORT | NC | 28516 | N/A | PUBLIC | GENERAL | $13,000 |
| FLORIDA AQUARIUM INC | |||||||
| 701 CHANNELSIDE DRIVE | TAMPA | FL | 336025600 | N/A | PUBLIC | GENERAL | $27,000 |
| GUMBO LIMBO NATURE CENTER INC | |||||||
| 5301 N FEDERAL HIGHWAY STE 245 | BOCA RATON | FL | 33487 | N/A | PUBLIC | GENERAL | $8,000 |
| INTERNATIONAL WOMEN'S FISHING ASSOCIATION SCHOLARSHIP TRUST | |||||||
| 205 EAST ENID DRIVE | KEY BISCAYNE | FL | 331492207 | N/A | PUBLIC | GENERAL | $20,000 |
| KIBBLEZ OF LOVE | |||||||
| 15588 TANGELO BLVD | WEST PALM BEACH | FL | 33412 | N/A | PUBLIC | GENERAL | $8,572 |
| LOGGERHEAD MARINE LIFE CENTER INC | |||||||
| 14200 US HIGHWAY 1 | JUNO BEACH | FL | 334081406 | N/A | PUBLIC | GENERAL | $27,000 |
| BILLION OYSTER PROJECT INC | |||||||
| GOVERNORS ISLAND-10 S STREET SLIP 7 | NEW YORK | NY | 10004 | N/A | PUBLIC | GENERAL | $37,572 |
| OCEAN RESCUE ALLIANCE INC | |||||||
| 5213 ADMIRAL POINTE DRIVE | APOLLO BEACH | FL | 33572 | N/A | PUBLIC | GENERAL | $8,000 |
| OCEAN RESEARCH & CONSERVATION ASSOC INC INDIAN RIVER LAGOON | |||||||
| 1420 SEAWAY DRIVE 2ND FLOOR | FT PIERCE | FL | 349493152 | N/A | PUBLIC | GENERAL | $8,000 |
| PALM BEACH COUNTY FISHING FOUNDATION INC | |||||||
| PO BOX 468 | WEST PALM BEACH | FL | 334020468 | N/A | PUBLIC | GENERAL | $140,000 |
| SEALEGACY FOUNDATION | |||||||
| 6671 W INDIANTOWN ROAD STE 50-170 | JUPITER | FL | 33458 | N/A | PUBLIC | GENERAL | $28,000 |
| THE NATURE CONSERVATORY | |||||||
| 1035 S SEMORAN BLVD STE 2-1021B | WINTER PARK | FL | 32792 | N/A | PUBLIC | GENERAL | $72,500 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 926730119 | N/A | PUBLIC | GENERAL | $41,571 |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| 9505 OCEAN SHORE BLVD | ST AUGUSTINE | FL | 32080 | N/A | PUBLIC | GENERAL | $28,571 |
| WASHINGTON AREA BICYCLIST ASSOC | |||||||
| 2599 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | N/A | PUBLIC | GENERAL | $2,500 |
| WILD OCEANS INC | |||||||
| PO BOX 272122 | TAMPA | FL | 33688 | N/A | PUBLIC | GENERAL | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $647,858 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $300,241 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,370 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $290,927 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $290,927 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK INVESTMENTS | StockNm |
| EOY Book Value | $7,920,366 | EOYBookValueAmt |
| EOYFMV | $12,923,268 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $14,329 | LegalFeesAmt |
| Net Investment Income | $14,329 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $21 | $21 | $0 |
| POSTAGE | $75 | $75 | $0 |
| TRAVEL | $546 | $546 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $1,056 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,056 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,056 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT & FID FEES | CategoryTxt |
| Amt | $79,257 | Amt |
| Net Investment Income | $79,257 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $2,265 | Amt |
| Net Investment Income | $2,265 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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