COMMUNITY FOUNDATION MARTIN ST LUCIE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION MARTIN ST LUCIE INC (EIN 65-0024030)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202421369349309387
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T13:06:05-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5070 HIGHWAY A1A STE 250 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650024030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION - | BusinessNameLine1Txt |
| Business Name Line2 | MARTIN / ST LUCIE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7722883795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SE MONTEREY COMMONS BLVD | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34994 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLYN STEVENSON | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 7722883795 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELLYN | PersonFirstNm |
| Person Last | STEVENSON | 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 | DEBORAH A CRUM CPA | PreparerPersonNm |
| PTIN | P00282890 | PTIN |
| Phone | 7722348484 | PhoneNum |
| Preparation | 2024-05-13 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELLYN STEVENSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SE MONTEREY COMMONS BLVD | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34994 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,312,713 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THECOMMUNITYFOUNDATIONMARTINSTLUCIE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC DESIRES AND INTENTIONS OF OUR DONORS/FUNDHOLDERS BY PROVIDING ASSISTANCE TO FACILITATE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. ASSISTANCE PROVIDED MAY INCLUDE RESEARCH, VETTING OF CHARITIES AND FOLLOW-UP REPORTING TO ENSURE IMPACT AND USE OF CONTRIBUTIONS/GRANT FUNDS. BY SUCCESSFULLY INVESTING OUR CLIENTS' CHARITABLE ASSETS, THE COMMUNITY FOUNDATION PRESERVES AND WORKS TO GROW COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUNDHOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS IN THE REGION AND THROUGHOUT THE UNITED STATES SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. THE COMMUNITY FOUNDATION HONORS THE INTENTIONS AND INTERESTS OF DECEASED FUNDHOLDERS THROUGH GRANT MAKING ACTIVITIES BASED ON THEIR WISHES AND GUIDELINES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,240,393 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,573,835 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,059,779 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,023,363 | CYInvestmentIncomeAmt |
| PY Other Revenue | $494,006 | PYOtherRevenueAmt |
| CY Other Revenue | $428,540 | CYOtherRevenueAmt |
| PY Total Revenue | $7,794,178 | PYTotalRevenueAmt |
| CY Total Revenue | $15,025,738 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,233,896 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,183,146 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $389,898 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $472,010 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $56,118 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,180,147 | PYOtherExpensesAmt |
| CY Other Expenses | $1,361,223 | CYOtherExpensesAmt |
| PY Total Expenses | $5,803,941 | PYTotalExpensesAmt |
| CY Total Expenses | $4,016,379 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,990,237 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,009,359 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,568,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,405,386 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,037,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,259,426 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,531,523 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,145,960 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS TO INSPIRE PHILANTHROPY THROUGH THE ESTABLISHMENT OF CHARITABLE GIVING FUNDS TO IMPACT COMMUNITIES ACROSS THE UNITED STATES AND AROUND THE GLOBE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,548,038 | ExpenseAmt |
| Grant | $2,183,146 | GrantAmt |
| Desc | SCHOLARSHIPS AND GRANTSSCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS.GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS. THESE FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF FIELDS OF INTEREST AND CAUSES, INCLUDING, BUT NOT LIMITED TO, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE. | Desc |
| Total Program Service Expenses | $3,548,038 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH BARBELLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7722883795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SE MONTEREY COMMONS BLVD | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34994 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN DOODY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH A NORMAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ELLYN STEVENSON | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THEORA G WEBB | ||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANCY CROWDER-MCCOY | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN E FOSS | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATE FREIHOFER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA HOUSTON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL A KELLY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TOM LYTLE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GYTHA VON ALDENBRUCK | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN E TRANTER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BARBELLA | ||||||
| PRESIDENT & CEO | 40.00 | $200,000 | $0 | $20,505 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $200,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,505 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOT ON STRATEGIES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3901 NE SUGARHILL AVENUE | AddressLine1Txt |
| City | JENSEN BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34957 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | STRATEGIC PLANNING FOR GRANTEES | ServicesDesc |
| Compensation | $197,970 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,573,835 | AllOtherContributionsAmt |
| Noncash Contributions | $5,568,494 | NoncashContributionsAmt |
| Total Contributions | $13,573,835 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $836,993 | TotalRevenueColumnAmt |
| Exclusion | $836,993 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,473,345 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,286,975 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $186,370 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,370 | TotalRevenueColumnAmt |
| Exclusion | $186,370 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PHILANTHROPIC ADVISORY FEES | 541610 | $391,832 | $391,832 |
| OTHER INCOME | 900099 | $36,708 | $36,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $428,540 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,025,738 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $428,540 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,023,363 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,102,426 | TotalAmt |
| Program Services | $2,102,426 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,720 | TotalAmt |
| Program Services | $80,720 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,500 | TotalAmt |
| Program Services | $128,450 | ProgramServicesAmt |
| Management And General | $45,875 | ManagementAndGeneralAmt |
| Fundraising | $9,175 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,698 | TotalAmt |
| Program Services | $146,089 | ProgramServicesAmt |
| Management And General | $52,175 | ManagementAndGeneralAmt |
| Fundraising | $10,434 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,452 | TotalAmt |
| Program Services | $12,916 | ProgramServicesAmt |
| Management And General | $4,613 | ManagementAndGeneralAmt |
| Fundraising | $923 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,697 | TotalAmt |
| Program Services | $22,888 | ProgramServicesAmt |
| Management And General | $8,174 | ManagementAndGeneralAmt |
| Fundraising | $1,635 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,663 | TotalAmt |
| Program Services | $20,064 | ProgramServicesAmt |
| Management And General | $7,166 | ManagementAndGeneralAmt |
| Fundraising | $1,433 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,032 | TotalAmt |
| Program Services | $289,524 | ProgramServicesAmt |
| Management And General | $77,206 | ManagementAndGeneralAmt |
| Fundraising | $19,302 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,217 | TotalAmt |
| Program Services | $2,252 | ProgramServicesAmt |
| Management And General | $804 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,159 | TotalAmt |
| Program Services | $136,611 | ProgramServicesAmt |
| Management And General | $48,790 | ManagementAndGeneralAmt |
| Fundraising | $9,758 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,667 | TotalAmt |
| Management And General | $137,667 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,285 | TotalAmt |
| Program Services | $44,357 | ProgramServicesAmt |
| Management And General | $2,464 | ManagementAndGeneralAmt |
| Fundraising | $2,464 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,456 | TotalAmt |
| Program Services | $24,365 | ProgramServicesAmt |
| Management And General | $6,091 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,655 | TotalAmt |
| Program Services | $11,658 | ProgramServicesAmt |
| Management And General | $4,164 | ManagementAndGeneralAmt |
| Fundraising | $833 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,220 | TotalAmt |
| Program Services | $30,915 | ProgramServicesAmt |
| Management And General | $10,305 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718 | TotalAmt |
| Program Services | $1,374 | ProgramServicesAmt |
| Management And General | $344 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,309 | TotalAmt |
| Program Services | $9,982 | ProgramServicesAmt |
| Management And General | $3,327 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,974 | TotalAmt |
| Program Services | $2,974 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,823 | TotalAmt |
| Program Services | $765 | ProgramServicesAmt |
| Management And General | $3,058 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PROGRAM SUPPORT | $474,429 | $474,429 |
| DUES & SUBSCRIPTIONS | $3,490 | $3,490 |
| MISCELLANEOUS EXPENSES | $1,789 | $1,789 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,016,379 | TotalAmt |
| Program Services | $3,548,038 | ProgramServicesAmt |
| Management And General | $412,223 | ManagementAndGeneralAmt |
| Fundraising | $56,118 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,900 | BOYAmt |
| EOY | $16,015 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,085,509 | BOYAmt |
| EOY | $5,639,055 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,155 | BOYAmt |
| EOY | $2,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,257 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,304 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,928 | BOYAmt |
| EOY | $5,953 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,602,137 | BOYAmt |
| EOY | $34,482,605 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,348 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $258,900 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,568,977 | BOYAmt |
| EOY | $40,405,386 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,780 | BOYAmt |
| EOY | $128,577 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,050 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,624 | BOYAmt |
| EOY | $1,125,849 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,037,454 | BOYAmt |
| EOY | $1,259,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,176,513 | BOYAmt |
| EOY | $32,210,187 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,355,010 | BOYAmt |
| EOY | $6,935,773 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,531,523 | BOYAmt |
| EOY | $39,145,960 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,568,977 | BOYAmt |
| EOY | $40,405,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,009,359 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,612,058 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,980 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,544,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,303,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,716,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,240,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,573,835 | CurrentTaxYearAmt |
| Total | $35,378,556 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,544,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,303,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,716,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,240,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,573,835 | CurrentTaxYearAmt |
| Total | $35,378,556 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,931,041 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,447,515 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $330,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $408,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $404,578 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $435,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $836,993 | CurrentTaxYearAmt |
| Total | $2,416,901 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,795,457 | TotalSupportAmt |
| Public Support CY170 | 0.56750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 63 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 109 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $12,054,881 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $2,695,556 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,604,513 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,507,584 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $16,932,827 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $23,080,085 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,396,287 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,241,180 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $392,079 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $222,209 | AdministrativeExpensesAmt |
| End Year Balance | $13,023,179 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,112,170 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,660,018 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $800,756 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $255,109 | AdministrativeExpensesAmt |
| End Year Balance | $12,396,287 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,902,825 | BeginningYearBalanceAmt |
| Contributions | $37,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,060,492 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $636,099 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $252,048 | AdministrativeExpensesAmt |
| End Year Balance | $15,112,170 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,102,070 | BeginningYearBalanceAmt |
| Contributions | $125 | ContributionsAmt |
| Investment Earnings Or Losses | $228,253 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $196,467 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $231,156 | AdministrativeExpensesAmt |
| End Year Balance | $12,902,825 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,217,591 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $682,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $563,015 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $234,742 | AdministrativeExpensesAmt |
| End Year Balance | $13,102,071 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81720 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13280 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,848 | DepreciationAmt |
| Book Value | $3,066 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,343 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,456 | DepreciationAmt |
| Book Value | $2,887 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,953 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR AGENCIES | $859,968 |
| OPERATING LEASE OBLIGATION | $265,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,125,849 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,500,129 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,612,058 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,612,058 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,888,071 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $137,667 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $137,667 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,025,738 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,885,692 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,885,692 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $137,667 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$6,980 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $130,687 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,016,379 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS DISTRIBUTE ANNUAL CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS THAT HAVE BEEN RECOMMENDED BY DONORS AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. |
| PART X, LINE 2: | THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE FOUNDATION HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AMORTIZATION RIGHT OF USE -6,980. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ARTS COUNCIL OF MARTIN COUNTY | ||||||||
| 80 SE OCEAN BLVD | STUART | FL | 34994 | 592015691 | 501(C)(3) | $10,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| BIG DOG RANCH RESCUE INC | ||||||||
| 14444 OKEECHOBEE RD | LOXAHATCHEE | FL | 33470 | 263184971 | 501(C)(3) | $10,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| BOSTON BUILDING RESOURCES | ||||||||
| 100 TERRACE STREET | BOSTON | MA | 02120 | 042749815 | 501(C)(3) | $25,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | 042103545 | 501(C)(3) | $20,250 | $0 | OPERATING AND PROGRAM SUPPORT |
| BOYS & GIRLS CLUBS OF MARTIN COUNTY | ||||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | 650253002 | 501(C)(3) | $58,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| CAREBAG INC | ||||||||
| 7548 US HWY 1 SUITE 262 | PORT ST LUCIE | FL | 34952 | 815073954 | 501(C)(3) | $80,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| CARIBBEAN AMERICAN CULTURAL GROUP FUND (THE) | ||||||||
| PO BOX 8701 | PORT ST LUCIE | FL | 34985 | 650411523 | 501(C)(3) | $55,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| CHABAD JEWISH CENTER OF MARTIN-ST LUCIE COUNTY INC | ||||||||
| 2809 SW SUNSET TRAIL | PALM CITY | FL | 34990 | 650896121 | 501(C)(3) | $10,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| CHILDREN'S GOLF FOUNDATION INC | ||||||||
| 7301 N HAVERHILL ROAD | RIVIERA BEACH | FL | 33407 | 650262208 | 501(C)(3) | $100,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| CLEVELAND CLINIC MARTIN HEALTH FOUNDATION INC | ||||||||
| PO BOX 9010 | STUART | FL | 34995 | 592343938 | 501(C)(3) | $76,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| COUNCIL ON AGING OF MARTIN COUNTY INC | ||||||||
| 900 SE SALERNO ROAD | STUART | FL | 34997 | 521007762 | 501(C)(3) | $38,928 | $0 | OPERATING AND PROGRAM SUPPORT |
| DUNBAR EARLY LEARNING CENTER INC | ||||||||
| 12100 SE LANTANA AVENUE | HOBE SOUND | FL | 33455 | 650216826 | 501(C)(3) | $12,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| END IT CORPORATION | ||||||||
| 804 S 6TH STREET | FORT PIERCE | FL | 34950 | 272859310 | 501(C)(3) | $14,830 | $0 | OPERATING AND PROGRAM SUPPORT |
| EDUCATION FOUNDATION OF MARTIN COUNTY | ||||||||
| PO BOX 291 | STUART | FL | 34995 | 650304639 | 501(C)(3) | $90,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| FAMILY PROMISE OF MARTIN COUNTY | ||||||||
| PO BOX 1919 | STUART | FL | 34995 | 823848930 | 501(C)(3) | $16,600 | $0 | OPERATING AND PROGRAM SUPPORT |
| FIRST TEE OF NEW HAMPSHIRE INC (THE) | ||||||||
| 22 NORTH ROAD | NORTH HAMPTON | NH | 03862 | 010749557 | 501(C)(3) | $10,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| FIRST UNITED METHODIST CHURCH OF FORT PIERCE | ||||||||
| 515 AVENUE A | FORT PIERCE | FL | 34950 | 590662290 | 501(C)(3) | $14,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| FLORIDA OCEANOGRAPHIC SOCIETY | ||||||||
| 890 NE OCEAN BLVD | STUART | FL | 34996 | 591114306 | 501(C)(3) | $26,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| FRIENDS OF THE LYRIC INC | ||||||||
| 59 SW FLAGLER AVENUE | STUART | FL | 34994 | 650016846 | 501(C)(3) | $128,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| GRACEWAY VILLAGE | ||||||||
| 1780 HARTMAN RD | FORT PIERCE | FL | 34947 | 270890615 | 501(C)(3) | $10,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| HABITAT FOR HUMANITY OF MARTIN COUNTY INC | ||||||||
| 2090 NW FEDERAL HWY | STUART | FL | 34994 | 592816698 | 501(C)(3) | $18,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| HEALTHY START COALITION OF ST LUCIE COUNTY INC | ||||||||
| 117 ATLANTIC AVENUE | FORT PIERCE | FL | 34950 | 650466549 | 501(C)(3) | $15,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| HELPING PEOPLE SUCCEED INC | ||||||||
| 1601 NE BRAILLE PLACE | JENSEN BEACH | FL | 34957 | 591051699 | 501(C)(3) | $53,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| HIBISCUS CHILDREN'S CENTER FOUNDATION INC | ||||||||
| PO BOX 1406 | JENSEN BEACH | FL | 34958 | 650411920 | 501(C)(3) | $7,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| HISTORICAL SOCIETY OF MARTIN COUNTY INC | ||||||||
| 825 NE OCEAN BLVD | STUART | FL | 34996 | 590913326 | 501(C)(3) | $53,100 | $0 | OPERATING AND PROGRAM SUPPORT |
| HOPE CENTER FOR AUTISM | ||||||||
| 2580 SE WILLOUGHBY BLVD | STUART | FL | 34994 | 800099451 | 501(C)(3) | $35,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| HOUSE OF HOPE INC | ||||||||
| 2484 SE BONITA STREET | STUART | FL | 34997 | 592422998 | 501(C)(3) | $24,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| HUMANE SOCIETY OF THE TREASURE COAST INC | ||||||||
| 4100 SW LEIGHTON FARM AVENUE | PALM CITY | FL | 34990 | 590774235 | 501(C)(3) | $17,146 | $0 | OPERATING AND PROGRAM SUPPORT |
| IN THE IMAGE OF CHRIST INC | ||||||||
| PO BOX 12379 | FORT PIERCE | FL | 34979 | 651104332 | 501(C)(3) | $12,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| LIBRARY FOUNDATION OF MARTIN COUNTY INC | ||||||||
| 2351 SE MONTEREY ROAD | STUART | FL | 34996 | 650315112 | 501(C)(3) | $23,750 | $0 | OPERATING AND PROGRAM SUPPORT |
| LIFEBUILDERS OF THE TREASURE COAST INC | ||||||||
| 216 SOUTH 2ND STREET | FORT PIERCE | FL | 34950 | 270628451 | 501(C)(3) | $35,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| LINDSAY SCHOOL OF THE ARTS INC | ||||||||
| 1717 ORANGE AVENUE UNIT 4225 | FT PIERCE | FL | 34948 | 832021240 | 501(C)(3) | $35,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| LOVE AND HOPE IN ACTION INC | ||||||||
| PO BOX 1385 | PORT SALERNO | FL | 34992 | 743238584 | 501(C)(3) | $18,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| MARTIN COUNTY HEALTHY START COALITION | ||||||||
| 963 SE FEDERAL HIGHWAY | STUART | FL | 34994 | 650359999 | 501(C)(3) | $28,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| MARTIN COUNTY POLICE ATHLETIC LEAGUE INC | ||||||||
| 1284 SW 34TH ST | PALM CITY | FL | 34990 | 821374560 | 501(C)(3) | $47,750 | $0 | OPERATING AND PROGRAM SUPPORT |
| MUSTARD SEED MINISTRIES OF FORT PIERCE INC | ||||||||
| PO BOX 3612 | FORT PIERCE | FL | 34948 | 650017366 | 501(C)(3) | $25,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | 742044647 | 501(C)(3) | $10,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| NINA HAVEN SCHOLARSHIPS INC | ||||||||
| PO BOX 1978 | STUART | FL | 34995 | 136099012 | 501(C)(3) | $84,068 | $0 | OPERATING AND PROGRAM SUPPORT |
| OCEAN RESEARCH & CONSERVATION ASSOCIATION | ||||||||
| 1235 16TH STREET | VERO BEACH | FL | 32960 | 200901011 | 501(C)(3) | $44,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| OUR VILLAGE OF OKEECHOBEE | ||||||||
| 205 NE 2ND STREET | OKEECHOBEE | FL | 34972 | 473944280 | 501(C)(3) | $7,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| PARENT TO PARENT OF THE TREASURE COAST INC | ||||||||
| P O BOX 365 | PALM CITY | FL | 34991 | 650516361 | 501(C)(3) | $13,425 | $0 | OPERATING AND PROGRAM SUPPORT |
| PATHFINDER VILLAGE INC | ||||||||
| 3 CHENANGO ROAD | EDMESTON | NY | 13335 | 150618744 | 501(C)(3) | $10,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| PLACE OF HOPE INC | ||||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | 650841384 | 501(C)(3) | $25,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA | ||||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | 591391115 | 501(C)(3) | $31,350 | $0 | OPERATING AND PROGRAM SUPPORT |
| PROJECT LIFT INC | ||||||||
| 1330 SW 34TH STREET | PALM CITY | FL | 34990 | 273949112 | 501(C)(3) | $114,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| SAILFISH POINT FOUNDATION INC | ||||||||
| 2201 SE SAILFISH POINT BLVD | STUART | FL | 34996 | 650978271 | 501(C)(3) | $6,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $7,421 | $0 | OPERATING AND PROGRAM SUPPORT |
| THE CORNING MUSEUM OF GLASS | ||||||||
| ONE MUSEUM WAY | CORNING | NY | 14830 | 160764349 | 501(C)(3) | $26,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| THE EPISCOPAL CHURCH OF THE NATIVITY | ||||||||
| 1151 SW DEL RIO BLVD | PORT ST LUCIE | FL | 34953 | 650785725 | 501(C)(3) | $5,200 | $0 | OPERATING AND PROGRAM SUPPORT |
| THE EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | 593228899 | 501(C)(3) | $15,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| THE SALVATION ARMY OF MARTIN ST LUCIE AND OKEECHOBEE COUNTIES | ||||||||
| 821 SE MARTIN LUTHER KING JR BLVD | STUART | FL | 34994 | 132923701 | 501(C)(3) | $38,421 | $0 | OPERATING AND PROGRAM SUPPORT |
| TURN UP THE HEAT PROFESSIONAL OF STUART INC | ||||||||
| 1665 NW FEDERAL HIGHWAY | STUART | FL | 34994 | 612001894 | 501(C)(3) | $20,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| TYKES & TEENS INC | ||||||||
| 900 SE OCEAN BLVD SUITE 340-E | STUART | FL | 34994 | 650570899 | 501(C)(3) | $23,381 | $0 | OPERATING AND PROGRAM SUPPORT |
| UNITED WAY OF MARTIN COUNTY INC | ||||||||
| 10 SE CENTRAL PARKWAY SUITE 101 | STUART | FL | 34994 | 237273540 | 501(C)(3) | $102,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| VOLUNTEERS IN MEDICINE CLINIC INC | ||||||||
| 417 SE BALBOA AVENUE | STUART | FL | 34994 | 651115793 | 501(C)(3) | $9,200 | $0 | OPERATING AND PROGRAM SUPPORT |
| WOOD ISLAND LIFE SAVING STATION ASSOCIATION | ||||||||
| 75 PEPPERRELL ROAD | KITTERY POINT | ME | 03905 | 453543669 | 501(C)(3) | $50,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| 25 UNITED | ||||||||
| PO BOX 293 | PALM CITY | FL | 34991 | 843496757 | 501(C)(3) | $11,200 | $0 | OPERATING AND PROGRAM SUPPORT |
| ALLEGANY COLLEGE OF MARYLAND | ||||||||
| 12401 WILLOWBROOK ROAD | CUMBERLAND | MD | 21502 | 521308479 | 501(C)(3) | $12,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| AMAZON CONSERVATION TEAM | ||||||||
| 101 PARK WASHINGTON COURT | FALLS CHURCH | VA | 22046 | 541915987 | 501(C)(3) | $25,000 | $0 | OPERATING AND PROGRAM SUPPORT |
| AMERICAN CANCER SOCIETY - FLORIDA | ||||||||
| PO BOX 17127 | TAMPA | FL | 33682 | 131788491 | 501(C)(3) | $6,221 | $0 | OPERATING AND PROGRAM SUPPORT |
| ARC OF THE TREASURE COAST | ||||||||
| 2001 SOUTH KANNER HWY | STUART | FL | 34994 | 596153484 | 501(C)(3) | $13,500 | $0 | OPERATING AND PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 61 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION | GrantTypeTxt |
| Recipient | 21 | RecipientCnt |
| Cash Grant | $80,720 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS - SCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS FROM THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OF ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS. GRANTS - GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS AND IN CERTAIN CIRCUMSTANCES, A COMPREHENSIVE APPLICATION PROCESS IS REQUIRED. FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF ISSUES INCLUDING, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE. IN ORDER TO QUALIFY, THE GRANTEE ENTITY IS REQUIRED TO BE A 501(C)(3) ORGANIZATION. DEPENDING ON THE FUNDS USED TO ISSUE THE GRANT, THE GRANTEE ORGANIZATION MAY OR MAY NOT BE REQUIRED TO PROVIDE A REPORT BACK TO THE FOUNDATION DETAILING HOW FUNDS WERE SPENT | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH BARBELLA | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $190,825 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $9,175 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,505 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,000 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $220,505 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,568,494 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES CAP TRUST TO MANAGE VARIOUS INVESTMENTS, INCLUDING THE SALE OF SECURITIES DONATED DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DESIGNATED THE BOARD FINANCE & AUDIT COMMITTEE TO PRELIMINARILY REVIEW THE ANNUAL FORM 990. ONCE REVIEWED AND APPROVED BY THE BOARD FINANCE & AUDIT COMMITTEE, THE FORM 990 IS FORWARDED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY THE BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF. THE BOARD AND STAFF ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AT EACH BOARD MEETING SO AS TO CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS. INDUSTRY CONSULTATION DATA PROVIDED BY THE FLORIDA PHILANTHROPIC NETWORK, NATIONAL COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF FLORIDA COMMUNITY FOUNDATIONS IS USED AS GUIDANCE, AS WELL AS THE PRESIDENT/CEO'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | AMORTIZATION EXPENSE RIGHT TO USE -6,980. |
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