J M RUBIN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- J M RUBIN FOUNDATION INC (EIN 59-1958240)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-06-13
- IRS object ID
- 202421659349100217
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-13T11:13:50-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591958240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM RUBIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JMRU | BusinessNameControlTxt |
| Phone | 5618333309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY L HARRIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5618333309 | PhoneNum |
| Signature | 2024-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | HARRIS | 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 | DAVID S DONTEN | PreparerPersonNm |
| PTIN | P00021956 | PTIN |
| Phone | 5618329292 | PhoneNum |
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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,054,409 | 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 |
| Interest On Sav Rev And Expnss | $4,019 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,019 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,668,734 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,668,734 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $995,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,550,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $995,569 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,690,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,668,322 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $642,012 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $391,123 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $250,889 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $51,121 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,561 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,560 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $325,274 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $195,542 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $129,732 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,097 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,862 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,235 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $138,085 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $137,443 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $642 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,579 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,341 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,112 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $147,655 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $62,015 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $85,640 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,568 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11,482 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,618 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,405 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $995 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $410 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,319 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,689 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,630 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,398,227 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $863,053 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $518,356 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,046,235 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,046,235 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,444,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $863,053 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,564,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,753,890 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,805,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,892,399 | CashBOYAmt |
| Cash EOY | $861,164 | CashEOYAmt |
| Cash EOYFMV | $861,164 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $21,535 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,861 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,861 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $520,874 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,140,221 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,154,072 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,069,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,789,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,222,274 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,768,113 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,720,860 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,577,114 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $112,257 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105,537 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,189 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $258,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $184,994 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $83,847 | LandBOYAmt |
| Land EOY | $73,735 | LandEOYAmt |
| Land EOYFMV | $73,735 | LandEOYFMVAmt |
| Other Assets BOY | $18,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $75,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,486,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,732,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,054,409 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $40,486,140 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,732,250 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,486,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,732,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,486,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,732,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,486,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,753,890 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $38,732,250 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,732,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $10,550,932 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,555,363 | CostOrOtherBasisAmt |
| Gain Or Loss | $995,569 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $995,569 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $995,569 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,093 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,000 | 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 | $45,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,907 | OverpaymentAmt |
| Applied To ES Tax | $19,907 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MARY S HARPER | IndividualWithBooksNm |
| Phone | 5618333309 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DR STE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334016163 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARY S HARPER | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | PRESIDENT | 40.00 | $350,586 | $139,258 | $0 |
| KIMBERLY L HARRIS | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | VP/TREASURER | 40.00 | $157,175 | $104,285 | $0 |
| LAUREL T BAKER | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $44,750 | $14,527 | $0 |
| EDWARD R GRIFFIN | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $44,750 | $16,341 | $0 |
| BARBARA S NOBLE | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $44,750 | $9,742 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE R PADILLA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADM ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $51,121 | CompensationAmt |
| Employee Benefits | $41,121 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DR SUITE 700E | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $136,475 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $66,669,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,136,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $175,800 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,982,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,982,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,049,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,932,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,446,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,446,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,093 | TotalTaxAmt |
| Distributable Before Adj | $3,421,539 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $22,250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,443,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,443,789 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,564,591 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,564,591 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,443,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,388,894 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,564,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,388,894 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $175,697 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,268,092 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIMBERLY L HARRIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5618333309 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE ONLINE AT WWW.JMRF.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIP APPLICANTS MUST BE U.S. CITIZENS WHO ARE BONA FIDE RESIDENTS OF PALM BEACH COUNTY, FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 211 PALM BEACHTREASURE COAST | |||||||
| PO BOX 3588 | LANTANA | FL | 33465 | PC | SUPPORT | $7,000 | |
| ADOPT-A FAMILY OF THE PALM BEACHES INC | |||||||
| 1712 SECOND AVE NORTH | LAKE WORTH | FL | 334603210 | PC | SUPPORT | $50,000 | |
| AID TO VICTIMS OF DOMESTIC ABUSE | |||||||
| PO BOX 6161 | DELRAY BEACH | FL | 33482 | PC | SUPPORT | $5,000 | |
| ALS ASSOCIATION | |||||||
| 3242 PARKSIDE CENTER CIRCLE | TAMPA | FL | 33619 | PC | SUPPORT | $2,000 | |
| ALZHEIMER'S COMMUNITY CARE ASSOCIATION | |||||||
| 800 NORTHPOINT PARKWAY SUITE 101-B | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $30,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 2300 CENTREPARK WEST DRIVE | WEST PALM BEACH | FL | 33409 | PC | SUPPORT | $15,000 | |
| ARC PALM BEACH COUNTY | |||||||
| 1201 AUSTRALIAN AVE | RIVIERA BEACH | FL | 33404 | PC | SUPPORT | $25,000 | |
| BEST FOOT FORWARD | |||||||
| 9045 LA FONTANA BLVD STE 111 | BOCA RATON | FL | 33434 | PC | SUPPORT | $5,000 | |
| BIOLA UNIVERSITY | |||||||
| OFFICE OF FINANCIAL AID 13800 BIOLA | LA MIRADA | CA | 90639 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $8,200 | AVENUE |
| BOSTON UNIVERSITY | |||||||
| STUDENT ACCOUNTING SERVICES 25 | BOSTON | MA | 02215 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $7,637 | BUICK STREET SUITE 130 |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 334021946 | PC | SUPPORT | $10,000 | |
| CANCER ALLIANCE | |||||||
| 350 SOUTH COUNTY ROAD | PALM BEACH | FL | 33480 | PC | SUPPORT | $2,000 | |
| CARNEGIE MELLON UNIVERSITY | |||||||
| WARNER HALL ENROLLMENT SERVICES | PITTSBURGH | PA | 15213 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $33,000 | A-19 |
| CARP | |||||||
| 1626 OLD OKEECHOBEE RD | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $5,000 | |
| CENTER FOR CHILD COUNSELING | |||||||
| 8895 N MILITARY TRAIL STE 300C | PALM BEACH GARDENS | FL | 33410 | PC | SUPPORT | $500 | |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 425 24TH STREET | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $15,000 | |
| COLUMBIA UNIVERSITY | |||||||
| OFFICE OF SCHOLARSHIPS 100 HAMILTON | NEW YORK | NY | 10027 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $30,445 | HALL 1130 AMSTERDAM AVE |
| CYSTIC FIBROSIS FOUNDATION PALM BEACH | |||||||
| 700 SOUTH DIXIE HWY SUITE 100 | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $10,000 | |
| DARTMOUTH COLLEGE | |||||||
| 6024 MCNUTT HALL | HANOVER | NH | 037553541 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $32,896 | |
| DREYFOOS SCHOOL OF THE ARTS FOUNDATION | |||||||
| 501 S SAPODILLA AVE | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $27,000 | |
| DUKE UNIVERSITY | |||||||
| 114 S BUCHANAN BLVD BAY 8 ROOM | DURHAM | NC | 277080759 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $23,150 | B-103 BOX 90759 |
| EMBRY RIDDLE AERONAUTICAL UNIVERSITY | |||||||
| 600 SOUTH CLYDE MORRIS BLVD | DAYTONA BEACH | FL | 32114 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | |
| EMORY UNIVERSITY | |||||||
| STUDENT FINANCIAL SVCS 101 | ATLANTA | GA | 30322 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $6,647 | BOISFEUILLET JONES CENTER |
| EQUINE ASSISTED THERAPIES OF SOUTH FL | |||||||
| PO BOX 273542 | BOCA RATON | FL | 33427 | PC | SUPPORT | $2,000 | |
| FAU FOUNDATION INC | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 334319957 | PC | SUPPORT | $100,000 | |
| FLORIDA ATLANTIC UNIVERSITY | |||||||
| PO BOX 3091 | BOCA RATON | FL | 33431 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $48,000 | |
| FLORIDA COLLEGE | |||||||
| OFFICE OF FINANCIAL AID 119 N GLEN | TEMPLE TERRACE | FL | 33167 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | ARVEN AVENUE |
| FLORIDA GULF COAST UNIVERSITY | |||||||
| 10501 FGCU BLVD SOUTH | FT MYERS | FL | 33965 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $12,600 | |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||
| OFFICE OF SCHOLARSHIPS 11200 SW 8TH | MIAMI | FL | 33199 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $13,000 | ST PC 138 |
| FLORIDA SHERIFFS YOUTH RANCHES INC | |||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | PC | SUPPORT | $75,000 | |
| FLORIDA STATE UNIVERSITY | |||||||
| SCHOLARSHIP OFFICE ROOM 2417 | TALLAHASSEE | FL | 323061023 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $192,700 | UNIVERSITY CENTER |
| FLORIDA TAXWATCH | |||||||
| 106 NORTH BRONOUGH STREET | TALLAHASSEE | FL | 32301 | PC | SUPPORT | $65,000 | |
| FORUM CLUB OF THE PALM BEACHES | |||||||
| PO BOX 14877 | NORTH PALM BEACH | FL | 33408 | PC | SUPPORT | $17,750 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| OFFICE OF STUDENT FINANCIAL AID | ASHBURN | VA | 20147 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $31,200 | 45155 RESEARCH PLACE SUITE 340 |
| GIRL SCOUTS OF SOUTHEAST FLORIDA | |||||||
| 1224 WEST INDIANTOWN ROAD | JUPITER | FL | 33458 | PC | SUPPORT | $7,500 | |
| GULFSTREAM COUNCIL BSA | |||||||
| 8335 NORTH MILITARY TRAIL | PALM BEACH GARDENS | FL | 334106329 | PC | SUPPORT | $75,000 | |
| HARVARD UNIVERSITY | |||||||
| 801 SMITH CAMPUS CENTER 1350 | CAMBRIDGE | MA | 02138 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $1,470 | MASSACHUSETTS AVE |
| HISTOTICAL SOCIETY OF PALM BEACH COUNTY | |||||||
| 300 NORTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $32,000 | |
| JACK THE BIKE MAN | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 334164708 | PC | SUPPORT | $25,000 | |
| JOHN HOPKINS UNIVERSITY | |||||||
| STUDENT FINL SVCS 146 GARLAND HALL | BALTIMORE | MD | 21218 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $13,800 | |
| JULLIARD SCHOOL | |||||||
| OFFICE OF FIN AID 60 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $8,000 | PLAZA |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | PC | SUPPORT | $53,000 | |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BOULVEVARD | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $77,000 | |
| LIBERTY UNIVERSITY | |||||||
| STUDENT ACCTS OFFICE PO BOX 10425 | LYNCHBURG | VA | 24506 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,200 | |
| LIGHTHOUSE FOR THE BLIND | |||||||
| 1710 TIFFANY DRIVE EAST | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $4,500 | |
| LOUISIANA STATE UNIVERSITY | |||||||
| BURSAR OPERATIONS 125 THOMAS BOYD | BATON ROUGE | LA | 70803 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $15,100 | HALL |
| MAKE A WISH FOUNDATION | |||||||
| 4491 S STATE ROAD 7 SUITE 201 | FT LAUDERDALE | FL | 33314 | PC | SUPPORT | $10,000 | |
| MAX PLANCK FLORIDA FOUNDATION INC | |||||||
| ONE MAX PLANCK WAY | JUPITER | FL | 33458 | PC | SUPPORT | $4,000 | |
| MEALS ON WHEELS | |||||||
| 1003 ALLENDALE ROAD | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $2,500 | |
| NAMI PALM BEACH COUNTY INC | |||||||
| 5205 GREENWOOD AVENUE STE 110 | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $32,000 | |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| OFFICE OF THE UNIVERSITY REGISTRAR | FORT LAUDERDALE | FL | 333147796 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $10,400 | 3301 COLLEGE AVENUE |
| OPPORTUNITY INC | |||||||
| 1713 QUAIL DRIVE | WEST PALM BEACH | FL | 33409 | PC | SUPPORT | $55,000 | |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334164708 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $158,935 | |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334164708 | PC | SUPPORT | $77,500 | |
| PLACE OF HOPE | |||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | PC | SUPPORT | $52,000 | |
| QUANTUM HOUSE | |||||||
| 987 45TH STREET | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $102,000 | |
| REHAB CENTER FOR CHILDREN & ADULTS INC | |||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | PC | SUPPORT | $77,000 | |
| RICE UNIVERSITY | |||||||
| OFFICE OF FINANCIAL AID MS-12 P O | HOUSTON | TX | 772511892 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $2,500 | BOX 1892 |
| RICHARD DAVID KANN MELANOMA FOUNDATION | |||||||
| 2571 S DIXIE HIGHWAY - SUITE 2A | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $5,000 | |
| RINGLING SCHOOL OF ART AND DESIGN | |||||||
| BURSARS OFFICE 2700 NORTH TAMIAMI | SARASOTA | FL | 342345895 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $33,000 | TRAIL |
| ROSARIAN ACADEMY | |||||||
| 807 NORTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334013799 | PC | SUPPORT | $50,000 | |
| ROSE HULMAN INSTITUTE OF TECHNOLOGY | |||||||
| OFFICE OF FINANCIAL AID HADLE HALL | TERRE HAUTE | IN | 47803 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | 104 5500 WABASH AVENUE |
| SAMFORD UNIVERSITY | |||||||
| ATTN UNDERGRAD FIN AID OFFICE 800 | BIRMINGHAM | AL | 35229 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $12,000 | LAKESHORE DRIVE |
| SAVANNAH COLLEGE OF ART AND DESIGN | |||||||
| FINANCIAL AID BURSARS OFFICE PROPES | SAVANNAH | GA | 31401 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $12,000 | HALL |
| SOUTHEASTERN GUIDE DOGS INC | |||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | PC | SUPPORT | $4,500 | |
| SOUTHEASTERN UNIVERSITY | |||||||
| FINANCIAL AID DEPT 1000 LONGFELLOW | LAKELAND | FL | 33801 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $51,000 | BLVD |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| OFFICE OF FIN AID AND SCHOLARSHIPS | DALLAS | TX | 752750181 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | PO BOX 750181 |
| ST CLARE SCHOOL | |||||||
| 821 PROSPERITY FARMS ROAD | NORTH PALM BEACH | FL | 33408 | PC | SUPPORT | $5,000 | |
| ST THOMAS MORE CATHOLIC CHURCH | |||||||
| 10935 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | PC | SUPPORT | $6,500 | |
| THE LORD'S PLACE | |||||||
| 2808 N AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $100,000 | |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | SUPPORT | $51,000 | |
| UNIV OF MIAMI BASCOM PALMER EYE INSTITUTE | |||||||
| 7101 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | PC | SUPPORT | $1,000 | |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| FINANCIAL AID OFFICE PO BOX 160113 | ORLANDO | FL | 328160113 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $124,000 | |
| UNIVERSITY OF DENVER | |||||||
| FINANCIAL AID UNIVERSITY HALL ROOM | DENVER | CO | 80210 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | 255 2197 S UNIVERSITY BLVD |
| UNIVERSITY OF FLORIDA | |||||||
| OFFICE OF STUDENT FINL AFFAIRS P O | GAINESVILLE | FL | 326114025 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $210,800 | BOX 114025 |
| UNIVERSITY OF MIAMI | |||||||
| STUDENT ACCOUNT SERVICES PO BOX | CORAL GABLES | FL | 33124 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $84,000 | 249115 |
| UNIVERSITY OF MICHIGAN | |||||||
| SCHOLARSHIP UNIT 2500 STUDENT | ANN ARBOR | MI | 48109 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $25,455 | ACTIVITIES BLDG 515 E JEFFERSON ST |
| UNIVERSITY OF NORTH FLORIDA | |||||||
| FINANCIAL AID OFFICE 4567 ST JOHNS | JACKSONVILLE | FL | 322242645 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $6,500 | BLUFF ROAD SOUTH |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 140 FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 191046270 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | STREET |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| PO BOX 864571 | ORLANDO | FL | 32886 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $6,000 | |
| URBAN YOUTH IMPACT | |||||||
| PO BOX 222592 | WEST PALM BEACH | FL | 33422 | PC | SUPPORT | $75,000 | |
| VITA NOVA | |||||||
| 3111 S DIXIE HWY STE 243 | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $15,000 | |
| WASHINGTON UNIVERSITY | |||||||
| STUDENT FINANCIAL SERVICES CAMPUS | ST LOUIS | MO | 631304899 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $34,000 | BOX 1041 ONE BROOKINGS DR |
| WEST PALM BEACH POLICE FOUNDATION | |||||||
| PO BOX 851 | WEST PALM BEACH | FL | 33402 | PC | SUPPORT | $20,000 | |
| WESTERN ACADEMY CHARTER SCHOOL | |||||||
| 650 ROYAL PALM BEACH BOULEVARD | ROYAL PALM BEACH | FL | 33411 | PC | SUPPORT | $53,500 | |
| YESHIVA HIGH SCHOOL | |||||||
| 7902 MONTOYA CIRCLE | BOCA RATON | FL | 33433 | PC | SUPPORT | $5,000 | |
| YMCA | |||||||
| 2085 S CONGRESS AVENUE | WEST PALM BEACH | FL | 33406 | PC | SUPPORT | $10,000 | |
| YWCA PALM BEACH COUNTY | |||||||
| 1016 N DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $5,000 | |
| AVE MARIA UNIVERSITY | |||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | PC | FOR THE BENEFIT OF A PARTICULAR STUDENT | $6,100 | |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 109 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | |
| PENSACOLA CHRISTIAN COLLEGE | |||||||
| EXTERNAL SCHOLARSHIPS P O BOX 18000 | PENSACOLA | FL | 32523 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $9,600 | |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE BOX 2774 | WINTER PARK | FL | 32789 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $9,200 | |
| TALLAHASSEE COMMUNITY COLLEGE | |||||||
| 444 APPLEYARD DRIVE | TALLAHASSEE | FL | 32304 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $2,100 | |
| WESTERN CAROLINA UNIVERSITY | |||||||
| OFFICE OF UNIVERSITY SCHOLARSHIPS | CULLOWHEE | NC | 28723 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $2,600 | 105 CORDELIA CAMP 1 UNIVERSITY DRIV |
| VIRGINIA TECH UNIVERSITY | |||||||
| STUDENT SERVICES BUILDING SUITE 150 | BLACKSBURG | VA | 24061 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | 800 WASHINGTON ST SW |
| YESHIVA UNIVERSITY | |||||||
| OFFICE OF STUDENT FINANCE TUITION | NEW YORK | NY | 10087 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | AND FEES P O BOX 9478 |
| CRESCENDO PROJECT | |||||||
| 1461 STONEHAVEN ESTATES DRIVE | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $500 | |
| FLORIDA HOUSE ON CAPITAL HILL | |||||||
| 1 2ND STREET NE | WASHINGTON | DC | 20002 | PC | SUPPORT | $25,000 | |
| HOBE SOUND NATURE CENTER | |||||||
| P O BOX 214 | HOBE SOUND | FL | 33475 | PC | SUPPORT | $250 | |
| JUNO BEACH POLICE FOUNDATION | |||||||
| 803 DONALD ROSS ROAD | JUNO BEACH | FL | 33408 | PC | SUPPORT | $1,000 | |
| PALM BEACH DRAMAWORKS | |||||||
| 201 CLEMATIS STREET | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $2,500 | |
| ST JOAN OF ARC CATHOLIC SCHOOL | |||||||
| 370 SW 3RD STREET | BOCA RATON | FL | 33432 | PC | SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,046,235 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,019 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,668,734 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $22,250 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $995,569 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,690,572 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,690,572 | 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 | $3,097 | Amt |
| Net Investment Income | $1,862 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,235 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,720,860 | EOYBookValueAmt |
| EOYFMV | $2,577,114 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $33,789,872 | EOYBookValueAmt |
| EOYFMV | $65,222,274 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,140,221 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,154,072 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ASSET BACKED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $105,537 | BookValueAmt |
| EOYFMV | $68,189 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKS OF ART | Desc |
| BOY Book Value | $18,000 | BOYBookValueAmt |
| EOY Book Value | $18,000 | EOYBookValueAmt |
| EOYFMV | $75,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $200 | $0 | $200 |
| DUES AND SUBSCRIPTIONS | $5,558 | $3,341 | $2,217 |
| EQUIPMENT RENTAL/REPAIR | $4,605 | $2,768 | $1,837 |
| LIABILITY INSURANCE | $11,321 | $6,806 | $4,515 |
| LICENSES, TAXES AND FEES | $311 | $187 | $124 |
| PUBLIC/COMMUNITY RELATIONS | $50 | $0 | $50 |
| OFFICE SUPPLIES & EXPENSE | $8,092 | $4,864 | $3,228 |
| POSTAGE AND DELIVERY | $2,581 | $1,552 | $1,029 |
| TELEPHONE | $7,502 | $4,510 | $2,992 |
| SEMINARS | $359 | $216 | $143 |
| WORKERS COMP INSURANCE | $740 | $445 | $295 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RECOVERIES | Desc |
| Revenue And Expenses Per Books | $22,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,250 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $136,475 | $136,475 | $0 |
| PENSION FEES | $1,610 | $968 | $642 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $6,238 | $0 | $0 |
| FOREIGN TAXES | $12,341 | $12,341 | $0 |
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