SAMUEL E AND MARY W THATCHER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL E AND MARY W THATCHER FOUNDATION INC (EIN 59-2230243)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-24
- IRS object ID
- 202412989349100416
- Schema version
- 2023v5.1
- 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
- Dissolution Stmt
- Investments Govt Obligations Sch
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-24T13:16:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2811 PONCE DE LEON BLVD STE 500 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592230243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL E AND MARY W THATCHER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 3053794008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9130 SOUTH DADELAND BLVD 1901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MCMILLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3053794008 | PhoneNum |
| Signature | 2024-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK GIALLONARDO | PreparerPersonNm |
| PTIN | P00040924 | PTIN |
| Phone | 7866936300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $376,148 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,190,422 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $232,670 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,750,692 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $500 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,279 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,424,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,170 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $77,289 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $117 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $77,172 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,505 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,808 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,852 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,956 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,357 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,357 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,990 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,764,066 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,743,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$339,195 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,201 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $630,613 | CashBOYAmt |
| Cash EOY | $129,059 | CashEOYAmt |
| Cash EOYFMV | $129,059 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $84,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,589 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $146,500 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $146,500 | USGovtObligationsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,852 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,852 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $715,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $376,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $376,148 | 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 | $715,343 | RetainedEarningBOYAmt |
| Retained Earning EOY | $376,148 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $715,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $376,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $715,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $376,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $715,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$339,195 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $376,148 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $376,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDUCIARY TRUST ST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $19,750,692 | GrossSalesPriceAmt |
| Cost Or Other Basis | $19,750,192 | CostOrOtherBasisAmt |
| Gain Or Loss | $500 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $500 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,977 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,977 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,977 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $169 | EsPenaltyAmt |
| Overpayment | $454 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $454 | 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 | Yes (1) | 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 | JANE W MCMILLAN ESQ | IndividualWithBooksNm |
| Phone | 3053794008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9130 SOUTH DADELAND BLVD SUITE 1901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M RICHARDSON | ||||||||
| 7805 NW 28TH PLACE M115 | GAINESVILLE | FL | 32606 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| PAUL M STOKES | ||||||||
| 5921 TERRAVISTA DRIVE | AUSTIN | TX | 78735 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| CLAUDIO M PEREZ | ||||||||
| 8850 SW 170TH STREET | PALMETTO BAY | FL | 33157 | DIRECTOR | 4.23 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOKES MCMILLAN ANTUNEZ PA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9130 S DADELAND BLVD 1901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $77,289 | 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 | $3,950,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $630,486 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,581,444 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,581,444 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,722 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,512,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,977 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,977 | TotalTaxAmt |
| Distributable Before Adj | $222,659 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $222,659 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $222,659 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,743,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,743,990 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,659 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,054,925 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,130,588 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,613,309 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,152,150 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,217,791 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,168,763 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,743,990 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $222,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,521,331 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,690,094 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,054,925 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,635,169 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,130,588 | ExcessFromYear4Amt |
| Excess From Year3 | $9,613,309 | ExcessFromYear3Amt |
| Excess From Year2 | $9,152,150 | ExcessFromYear2Amt |
| Excess From Year1 | $10,217,791 | ExcessFromYear1Amt |
| Excess From Current Year | $5,521,331 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGNES SCOTT COLLEGE | ||||||||
| 141 E COLLEGE AVE | DECATUR | GA | 30033 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| AMERICAN BIBLE SOCIETY | ||||||||
| 101 NORTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | N/A | PC | GENERAL SUPPORT | $56,500 | FL8 |
| AMERICAN CANCER SOCIETY | ||||||||
| 1180 WEST PEACHTREE STREET W SUITE | ATLANTA | GA | 30309 | N/A | PC | GENERAL SUPPORT | $56,500 | 1800 |
| AMERICAN HEART ASSOCIATION | ||||||||
| 11207 BLUE HERON BLVD NORTH | ST PETERSBURG | FL | 33716 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| BILLY GRAHAM EVANGELISTIC ASSOC | ||||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| BILLY GRAHAM TRAINING CENTER | ||||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| CARE | ||||||||
| 100 NORTH TAMP ST STE 4100 | ATLANTA | GA | 303032440 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| CAMPUS CRUSADE FOR CHRIST INTERNATIONAL | ||||||||
| 110 VARIETY TREE CIRCLE | ALTAMONTE SPRINGS | FL | 32714 | N/A | PC | GENERAL SUPPORT | $169,500 | |
| CHAPMAN PARTNERSHIP | ||||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| CHRISTIAN ENTERPRISES OF ORLANDO | ||||||||
| 1680 N CAMDEN CT | AUBURN | AL | 36830 | N/A | PC | GENERAL SUPPORT | $14,125 | |
| COLUMBIA THEOLOGICAL SEMINARY | ||||||||
| 701 SOUTH COLUMBIA DRIVE | DECATUR | GA | 30030 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| DARLINGTON SCHOOL | ||||||||
| 1014 CAVE SPRING ROAD | ROME | GA | 30161 | N/A | PC | GENERAL SUPPORT | $1,130,000 | |
| DAVIDSON COLLEGE | ||||||||
| 209 RIDGE ROAD | DAVIDSON | NC | 28035 | N/A | PC | GENERAL SUPPORT | $192,100 | |
| EASTER SEALS SOUTH FLORIDA INC | ||||||||
| 1475 NW 14TH AVE | MIAMI | FL | 33125 | N/A | PC | GENERAL SUPPORT | $14,125 | |
| ECHO CUBA | ||||||||
| 9455 COLLINS AVE UNIT 808 | SURFSIDE | FL | 33154 | N/A | PC | GENERAL SUPPORT | $22,600 | |
| ECKERD COLLEGE | ||||||||
| 4200 54TH AVENUE SOUTH | ST PETERSBURG | FL | 33711 | N/A | PC | GENERAL SUPPORT | $113,000 | |
| FAR EAST BROADCASTING COMPANY | ||||||||
| 15700 IMPERIAL HIGHWAY | LA MIRADA | CA | 90638 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| FEEDING SOUTH FLORIDA | ||||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES - MIAMI AREA | ||||||||
| 1211 WALSH AVENUE BOX 92838 | CORAL GABLES | FL | 33146 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| FOCUS ON THE FAMILY | ||||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80924 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| GOODWILL INDUSTRIES OF SOUTH FLORIDA | ||||||||
| 2121 NW 21 STREET | MIAMI | FL | 33142 | N/A | PC | GENERAL SUPPORT | $14,125 | |
| GREATER MIAMI YOUTH FOR CHRIST INC | ||||||||
| 9350 SW 79 AVENUE | MIAMI | FL | 33156 | N/A | PC | GENERAL SUPPORT | $94,920 | |
| GUIDE DOG FOUNDATION FOR THE BLIND INC | ||||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 1180 WEST PEACHTREE STREET W SUITE | ATLANTA | GA | 30309 | N/A | PC | GENERAL SUPPORT | $56,500 | 1800 |
| HABITAT FOR HUMANITY OF GREATER MIAMI | ||||||||
| 3800 NW 22ND AVE | MIAMI | FL | 33142 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| HIGH GROUND ASSOCIATES DBA INTERNATIONAL LEADERSHIP GROUP | ||||||||
| 12989 ABRA DR | SAN DIEGO | CA | 92128 | N/A | PC | GENERAL SUPPORT | $2,825 | |
| HOSPICE FOUNDATION OF AMERICA | ||||||||
| 1707 L STREET NW SUITE 220 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $22,600 | |
| HUMANE SOCIETY OF GREATER MIAMI INC | ||||||||
| 16101 WEST DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 33160 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| INFAITHAMERICAN MISSIONARY FELLOWSHIP | ||||||||
| 145 JOHN ROBERT THOMAS DRIVE | EXTON | PA | 19341 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET 11TH FLOOR | NEW YORK | NY | 10168 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| INTERVARSITY CHRISTIAN FELLOWSHIPUSA | ||||||||
| 635 SCIENCE DRIVE | MADISON | WI | 53711 | N/A | PC | GENERAL SUPPORT | $197,750 | |
| KEY LIFE NETWORK | ||||||||
| 539 VERSAILLES DR | MAITLAND | FL | 32751 | N/A | PC | GENERAL SUPPORT | $14,125 | |
| KING UNIVERSITY | ||||||||
| 1350 KING COLLEGE ROAD | BRISTOL | TN | 37620 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| KNOX FELLOWSHIP | ||||||||
| 20054 HERITAGE POINT DR | TAMPA | FL | 33647 | N/A | PC | GENERAL SUPPORT | $14,125 | |
| LIGONIER MINISTRIES | ||||||||
| 421 LIGONIER COURT | SANFORD | FL | 32771 | N/A | PC | GENERAL SUPPORT | $14,125 | |
| LOGOI MINISTRIES | ||||||||
| 15021 SW 153 PL | MIAMI | FL | 33196 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| LUIS PALAU ASSOCIATION | ||||||||
| 1500 NW 167TH PLACE | BEAVERTON | OR | 97006 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| MAN IN THE MIRROR INC | ||||||||
| 1375 STATE ROAD 436 | CASSELBERRY | FL | 32707 | N/A | PC | GENERAL SUPPORT | $14,125 | |
| MEDICAL BENEVOLENCE FOUNDATION | ||||||||
| 9555 W SAM HOUSTON PKWY S SUITE 170 | HOUSTON | TX | 77099 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 4 CHASE METROTECH CENTER 7TH FL | BROOKLYN | NY | 11245 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| MERCY SHIPS | ||||||||
| 15862 STATE HIGHWAY 110N | LINDALE | TX | 75771 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| MIAMI INTERNATIONAL SEMINARY | ||||||||
| 14401 OLD CUTLER ROAD | MIAMI | FL | 33158 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC | ||||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| MIAMI RESCUE MISSION | ||||||||
| 3553 NW 50 STREET | MIAMI | FL | 33142 | N/A | PC | GENERAL SUPPORT | $113,000 | |
| MISSION AVIATION FELLOWSHIP | ||||||||
| 112 N PILATUS LANE | NAMPA | ID | 83687 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| MONTREAT COLLEGE | ||||||||
| 310 GAITHER CIRCLE | MONTREAT | NC | 28757 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| PALM BEACH COUNTY YOUTH FOR CHRIST | ||||||||
| 800 NORTHPOINT PARKWAY SUITE 202 | WEST PALM BEACH | FL | 33407 | N/A | PC | GENERAL SUPPORT | $45,200 | |
| PRISON FELLOWSHIP MINISTRIES | ||||||||
| 44180 RIVERSIDE PKWY | LANSDOWNE | VA | 20176 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| PROJECT HOPE-THE PEOPLE-TO PEOPLE HEALTH FOUNDATION INC | ||||||||
| 1220 19TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| RBC MINISTRIES DBA OUR DAILY BREAD MINISTRIES | ||||||||
| 3000 KRAFT AVE SE | GRAND RAPIDS | MI | 49512 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| REFORMED THEOLOGICAL SEMINARY | ||||||||
| 1231 REFORMATION DRIVE | OVIEDO | FL | 32765 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| RIVERSIDE CHRISTIAN MINISTRIES INC | ||||||||
| 968 NW 2ND ST | MIAMI | FL | 33128 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| SOUTH FLORIDA PBS INC | ||||||||
| 3401 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| STARKVILLE CHRISTIAN SCHOOL | ||||||||
| 303 LYNN LANE | STARKVILLE | MS | 39759 | N/A | PC | GENERAL SUPPORT | $14,125 | |
| SYLVESTER COMPREHENSIVE CANCER CENTER | ||||||||
| 6200 SAN AMARO DRIVE SUITE 300 | CORAL GABLES | FL | 33146 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| THE JESUS FILM PROJECT | ||||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| THE NAVIGATORS | ||||||||
| 3820 N 30TH STREET | COLORADO SPRINGS | CO | 80904 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| THE SALVATION ARMY (NATIONAL OFFICE) | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL SUPPORT | $155,375 | |
| THE SALVATION ARMY | ||||||||
| 8362 PINES BLVD SUITE 462 | PEMBROKE PINES | FL | 33024 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| THORNWELL | ||||||||
| 302 SOUTH BROAD STREET | CLINTON | SC | 29325 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| TOCCOA FALLS COLLEGE | ||||||||
| 107 KINCAID DRIVE | TOCCOA FALLS | GA | 30598 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| TRANS WORLD RADIO | ||||||||
| 300 GREGSON DRIVE | CARY | NC | 27512 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| TRINITY INTERNATIONAL UNIVERSITY | ||||||||
| 2065 HALF DAY ROAD | DEERFIELD | IL | 60015 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| UNITED WAY MIAMI | ||||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| WESLEY COMMUNITY CHURCH OF THE NAZARENE | ||||||||
| 305 LYNN LANE | STARKVILLE | MS | 39759 | N/A | PC | GENERAL SUPPORT | $14,125 | |
| WHITWORTH UNIVERSITY | ||||||||
| 300 W HAWTHORNE RD | SPOKANE | WA | 99251 | N/A | PC | GENERAL SUPPORT | $141,250 | |
| WORDS OF HOPE | ||||||||
| 700 BALL AVE NE | GRAND RAPIDS | MI | 49503 | N/A | PC | GENERAL SUPPORT | $14,125 | |
| WORLD RELIEF | ||||||||
| 7 E BALTIMORE STREET 1602 | BALTIMORE | MD | 21202 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| WORLD TEAM USA INC | ||||||||
| 1431 STUCKERT RD | WARRINGTON | PA | 18976 | N/A | PC | GENERAL SUPPORT | $28,250 | |
| WORLD VISION | ||||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98063 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| WYCLIFFE BIBLE TRANSLATORS | ||||||||
| 11221 JOHN WYCLIFFE BLVD | ORLANDO | FL | 328327013 | N/A | PC | GENERAL SUPPORT | $56,500 | |
| YOUNG LIFE | ||||||||
| 420 N CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| YOUTH FOR CHRIST OF POLK COUNTY | ||||||||
| 400 EAGLE LAKE LOOP ROAD EAST | WINTER HAVEN | FL | 33884 | N/A | PC | GENERAL SUPPORT | $18,080 | |
| YOUTH FOR CHRISTFT LAUDERDALE | ||||||||
| 9350 SW 79 AVENUE | MIAMI | FL | 33156 | N/A | PC | GENERAL SUPPORT | $67,800 | |
| YOUTH FOR CHRISTINTERNATIONAL MINISTRIES | ||||||||
| 7670 SOUTH VAUGHN COURT | ENGLEWOOD | CO | 80112 | N/A | PC | GENERAL SUPPORT | $84,750 | |
| YOUTH FOR CHRISTUSA | ||||||||
| 7670 SOUTH VAUGHN COURT | ENGLEWOOD | CO | 80112 | N/A | PC | GENERAL SUPPORT | $113,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,650,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,670 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $500 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE REIMBURSEMENT | Desc |
| Related Or Exempt Function Incm | $1,279 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $233,170 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,279 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,449 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | REIMBURSEMENT OF INSURANCE PREMIUMS PAID | RelationshipStatementTxt |
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 | TAX COMPLIANCE | CategoryTxt |
| Amt | $5,505 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,505 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (80 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| AGNES SCOTT COLLEGE | |||||
| 141 E COLLEGE AVE | DECATUR | GA | 30033 | CASH | $84,750 |
| ALZHEIMER'S ASSOCIATION | |||||
| 225 NORTH MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | CASH | $56,500 |
| AMERICAN BIBLE SOCIETY | |||||
| 101 NORTH INDEPENDENCE MALL EAST FL | PHILADELPHIA | PA | 19106 | CASH | $56,500 |
| AMERICAN CANCER SOCIETY | |||||
| 1180 WEST PEACHTREE STREET W SUITE | ATLANTA | GA | 30309 | CASH | $56,500 |
| AMERICAN HEART ASSOCIATION | |||||
| 11207 BLUE HERON BLVD NORTH | ST PETERSBURG | FL | 33716 | CASH | $56,500 |
| AMERICAN RED CROSS | |||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | CASH | $56,500 |
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | |||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | CASH | $56,500 |
| BILLY GRAHAM TRAINING CENTER | |||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | CASH | $56,500 |
| CAMPUS CRUSADE FOR CHRIST INTERNATIONAL | |||||
| 110 VARIETY TREE CIRCLE | ALTAMONTE SPRINGS | FL | 32714 | CASH | $169,500 |
| CARE | |||||
| 100 NORTH TAMPA ST STE 4100 | ATLANTA | GA | 30303 | CASH | $84,750 |
| CHAPMAN PARTNERSHIP | |||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | CASH | $84,750 |
| CHRISTIAN ENTERPRISES OF ORLANDO | |||||
| 1680 N CAMDEN CT | AUBURN | AL | 36830 | CASH | $14,125 |
| COLUMBIA THEOLOGICAL SEMINARY | |||||
| 701 SOUTH COLUMBIA DRIVE | DECATUR | GA | 30030 | CASH | $84,750 |
| DARLINGTON SCHOOL | |||||
| 1014 CAVE SPRING ROAD | ROME | GA | 30161 | CASH | $1,130,000 |
| DAVIDSON COLLEGE | |||||
| 209 RIDGE ROAD | DAVIDSON | NC | 28035 | CASH | $192,100 |
| EASTER SEALS SOUTH FLORIDA INC | |||||
| 1475 NW 14TH AVE | MIAMI | FL | 33125 | CASH | $14,125 |
| ECHO CUBA | |||||
| 9455 COLLINS AVE UNIT 808 | SURFSIDE | FL | 33154 | CASH | $22,600 |
| ECKERD COLLEGE | |||||
| 4200 54TH AVENUE SOUTH | ST PETERSBURG | FL | 33711 | CASH | $113,000 |
| FAR EAST BROADCASTING COMPANY | |||||
| 15700 IMPERIAL HIGHWAY | LA MIRADA | CA | 90638 | CASH | $56,500 |
| FEEDING SOUTH FLORIDA | |||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | CASH | $28,250 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | CASH | $84,750 |
| FELLOWSHIP OF CHRISTIAN ATHLETES - MIAMI AREA | |||||
| 1211 WALSH AVENUE BOX 92838 | CORAL GABLES | FL | 33146 | CASH | $28,250 |
| FOCUS ON THE FAMILY | |||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80924 | CASH | $28,250 |
| FOOD FOR THE POOR | |||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | CASH | $28,250 |
| GOODWILL INDUSTRIES OF SOUTH FLORIDA | |||||
| 2121 NW 21 STREET | MIAMI | FL | 33142 | CASH | $14,125 |
| GREATER MIAMI YOUTH FOR CHRIST INC | |||||
| 9350 SW 79 AVENUE | MIAMI | FL | 33156 | CASH | $94,920 |
| GUIDE DOG FOUNDATION FOR THE BLIND INC | |||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | CASH | $28,250 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||
| 1180 WEST PEACHTREE STREET W SUITE | ATLANTA | GA | 30309 | CASH | $56,500 |
| HABITAT FOR HUMANITY OF GREATER MIAMI | |||||
| 3800 NW 22ND AVE | MIAMI | FL | 33142 | CASH | $56,500 |
| HIGH GROUND ASSOCIATES DBA INTERNATIONAL LEADERSHIP GROUP | |||||
| 12989 ABRA DR | SAN DIEGO | CA | 92128 | CASH | $2,825 |
| HOSPICE FOUNDATION OF AMERICA | |||||
| 1707 L STREET NW SUITE 220 | WASHINGTON | DC | 20036 | CASH | $22,600 |
| HUMANE SOCIETY OF GREATER MIAMI INC | |||||
| 16101 WEST DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 33160 | CASH | $28,250 |
| INFAITHAMERICAN MISSIONARY FELLOWSHIP | |||||
| 145 JOHN ROBERT THOMAS DRIVE | EXTON | PA | 19341 | CASH | $28,250 |
| INTERNATIONAL RESCUE COMMITTEE | |||||
| 122 EAST 42ND STREET 11TH FLOOR | NEW YORK | NY | 10168 | CASH | $84,750 |
| INTERVARSITY CHRISTIAN FELLOWSHIPUSA | |||||
| 635 SCIENCE DRIVE | MADISON | WI | 53711 | CASH | $197,750 |
| KEY LIFE NETWORK | |||||
| 539 VERSAILLES DR | MAITLAND | FL | 32751 | CASH | $14,125 |
| KING UNIVERSITY | |||||
| 1350 KING COLLEGE ROAD | BRISTOL | TN | 37620 | CASH | $84,750 |
| KNOX FELLOWSHIP | |||||
| 20054 HERITAGE POINT DR | TAMPA | FL | 33647 | CASH | $14,125 |
| LIGONIER MINISTRIES | |||||
| 421 LIGONIER COURT | SANFORD | FL | 32771 | CASH | $14,125 |
| LOGOI MINISTRIES | |||||
| 15021 SW 153 PL | MIAMI | FL | 33196 | CASH | $28,250 |
| LUIS PALAU ASSOCIATION | |||||
| 1500 NW 167TH PLACE | BEAVERTON | OR | 97006 | CASH | $28,250 |
| MAN IN THE MIRROR INC | |||||
| 1375 STATE ROAD 436 | CASSELBERRY | FL | 32707 | CASH | $14,125 |
| MEDICAL BENEVOLENCE FOUNDATION | |||||
| 9555 W SAM HOUSTON PKWY S SUITE 170 | HOUSTON | TX | 77099 | CASH | $56,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||
| 4 CHASE METROTECH CENTER 7TH FL | BROOKLYN | NY | 11245 | CASH | $56,500 |
| MERCY SHIPS | |||||
| 15862 STATE HIGHWAY 110N | LINDALE | TX | 75771 | CASH | $56,500 |
| MIAMI INTERNATIONAL SEMINARY | |||||
| 14401 OLD CUTLER ROAD | MIAMI | FL | 33158 | CASH | $28,250 |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC | |||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | CASH | $84,750 |
| MIAMI RESCUE MISSION | |||||
| 3553 NW 50 STREET | MIAMI | FL | 33142 | CASH | $113,000 |
| MISSION AVIATION FELLOWSHIP | |||||
| 112 N PILATUS LANE | NAMPA | ID | 83687 | CASH | $28,250 |
| MONTREAT COLLEGE | |||||
| 310 GAITHER CIRCLE | MONTREAT | NC | 28757 | CASH | $84,750 |
| PALM BEACH COUNTY YOUTH FOR CHRIST | |||||
| 800 NORTHPOINT PARKWAY SUITE 202 | WEST PALM BEACH | FL | 33407 | CASH | $45,200 |
| PRISON FELLOWSHIP MINISTRIES | |||||
| 44180 RIVERSIDE PKWY | LANSDOWNE | VA | 20176 | CASH | $28,250 |
| PROJECT HOPE-THE PEOPLE-TO PEOPLE HEALTH FOUNDATION INC | |||||
| 1220 19TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | CASH | $56,500 |
| RBC MINISTRIES DBA OUR DAILY BREAD MINISTRIES | |||||
| 3000 KRAFT AVE SE | GRAND RAPIDS | MI | 49512 | CASH | $28,250 |
| REFORMED THEOLOGICAL SEMINARY | |||||
| 1231 REFORMATION DRIVE | OVIEDO | FL | 32765 | CASH | $84,750 |
| RIVERSIDE CHRISTIAN MINISTRIES INC | |||||
| 968 NW 2ND ST | MIAMI | FL | 33128 | CASH | $56,500 |
| SOUTH FLORIDA PBS INC | |||||
| 3401 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | CASH | $28,250 |
| STARKVILLE CHRISTIAN SCHOOL | |||||
| 303 LYNN LANE | STARKVILLE | MS | 39759 | CASH | $14,125 |
| SYLVESTER COMPREHENSIVE CANCER CENTER | |||||
| 6200 SAN AMARO DRIVE SUITE 300 | CORAL GABLES | FL | 33146 | CASH | $28,250 |
| THE JESUS FILM PROJECT | |||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | CASH | $28,250 |
| THE NAVIGATORS | |||||
| 3820 N 30TH STREET | COLORADO SPRINGS | CO | 80904 | CASH | $56,500 |
| THE SALVATION ARMY | |||||
| 8362 PINES BLVD SUITE 462 | PEMBROKE PINES | FL | 33024 | CASH | $84,750 |
| THE SALVATION ARMY (NATIONAL OFFICE) | |||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | CASH | $155,375 |
| THORNWELL | |||||
| 302 SOUTH BROAD STREET | CLINTON | SC | 29325 | CASH | $28,250 |
| TOCCOA FALLS COLLEGE | |||||
| 107 KINCAID DRIVE | TOCCOA FALLS | GA | 30598 | CASH | $28,250 |
| TRANS WORLD RADIO | |||||
| 300 GREGSON DRIVE | CARY | NC | 27512 | CASH | $56,500 |
| TRINITY INTERNATIONAL UNIVERSITY | |||||
| 2065 HALF DAY ROAD | DEERFIELD | IL | 60015 | CASH | $56,500 |
| UNITED WAY MIAMI | |||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | CASH | $56,500 |
| WESLEY COMMUNITY CHURCH OF THE NAZARENE | |||||
| 305 LYNN LANE | STARKVILLE | MS | 39759 | CASH | $14,125 |
| WHITWORTH UNIVERSITY | |||||
| 300 W HAWTHORNE RD | SPOKANE | WA | 99251 | CASH | $141,250 |
| WORDS OF HOPE | |||||
| 700 BALL AVE NE | GRAND RAPIDS | MI | 49503 | CASH | $14,125 |
| WORLD RELIEF | |||||
| 7 E BALTIMORE STREET 1602 | BALTIMORE | MD | 21202 | CASH | $84,750 |
| WORLD TEAM USA INC | |||||
| 1431 STUCKERT RD | WARRINGTON | PA | 18976 | CASH | $28,250 |
| WORLD VISION | |||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98063 | CASH | $56,500 |
| WYCLIFFE BIBLE TRANSLATORS | |||||
| 11221 JOHN WYCLIFFE BLVD | ORLANDO | FL | 32832 | CASH | $56,500 |
| YOUNG LIFE | |||||
| 420 N CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | CASH | $84,750 |
| YOUTH FOR CHRIST OF POLK COUNTY | |||||
| 400 EAGLE LAKE LOOP ROAD EAST | WINTER HAVEN | FL | 33884 | CASH | $18,080 |
| YOUTH FOR CHRISTFT LAUDERDALE | |||||
| 9350 SW 79 AVENUE | MIAMI | FL | 33156 | CASH | $67,800 |
| YOUTH FOR CHRISTINTERNATIONAL MINISTRIES | |||||
| 7670 SOUTH VAUGHN COURT | ENGLEWOOD | CO | 80112 | CASH | $84,750 |
| YOUTH FOR CHRISTUSA | |||||
| 7670 SOUTH VAUGHN COURT | ENGLEWOOD | CO | 80112 | CASH | $113,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $146,500 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $146,500 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING 2023, THE SAMUEL E. AND MARY W. THATCHER FOUNDATION, INC. (THE "FOUNDATION") MADE QUALIFYING CHARITABLE DISTRIBUTIONS TOTALING $5,650,000 TO PUBLIC CHARITIES. THESE DISTRIBUTIONS CONSTITUTED A SUBSTANTIAL REDUCTION IN THE VALUE OF THE FOUNDATION'S ASSETS. THE FOUNDATION'S GOVERNING BODY ADOPTED A RESOLUTION TO DISSOLVE AND PLAN OF DISTRIBUTION ON NOVEMBER 8, 2023. A SUMMARY OF THE QUALIFYING CHARITABLE DISTRIBUTIONS INCLUDED IN THE SIGNIFICANT DISPOSITION OF ASSETS FOLLOWS. ALL OF THESE TRANSFERS WERE MADE IN CASH, EITHER BY WIRE TRANSFER OR BY CHECK. THE FOUNDATION ANTICIPATES MAKING ITS LIQUIDATING DISTRIBUTIONS, AFTER ALL LIABILITIES AND ADMINISTRATIVE EXPENSES, IN THE SAME RATIO AS THE DISTRIBUTIONS DESCRIBED AS FOLLOWS. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $77,289 | LegalFeesAmt |
| Net Investment Income | $117 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $77,172 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATOR EXPENSES | $541 | $0 | $541 |
| DIRECTOR EXPENSES | $1,791 | $0 | $1,791 |
| BANK FEES | $25 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE REIMBURSEMENT | Desc |
| Revenue And Expenses Per Books | $1,279 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,279 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT MANAGEMENT FEES | $18,852 | $18,852 | $0 |
| ADMINISTRATOR FEES | $3,956 | $0 | $3,956 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED PAYMENTS | $1,100 | $0 | $0 |
| EXCISE TAX | $7 | $0 | $0 |
Comments