PENINSULA CHARITIES FOUNDATION II: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA CHARITIES FOUNDATION II (EIN 65-0877197)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349103500
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T13:23:54-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650877197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PENINSULA CHARITIES FOUNDATION II | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENI | BusinessNameControlTxt |
| Phone | 3053673321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE PMB 45 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN H SKOVE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053672343 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES FRIEDMAN | PreparerPersonNm |
| PTIN | P00708283 | PTIN |
| Phone | 5618329292 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,217,643 | 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 | $19,356,016 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,253 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $36,253 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $197,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,918 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $197,918 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,011,157 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $10,011,157 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,601,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,245,328 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $234,171 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,437 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $16,968 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,873 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,519,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,500,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,081,501 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,228,018 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $234,171 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,262,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,309,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,309,014 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,035,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,908,629 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,262,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,344,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,217,643 | 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 | $1,262,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,344,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,262,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,344,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,262,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,344,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,262,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,081,501 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,344,099 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,344,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| JP MORGAN #7006 | 2023-06-30 | 2024-06-30 | $9,806,154 | $9,806,154 |
| JP MORGAN #7006 | 2024-01-01 | 2024-06-30 | $205,003 | $205,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,011,157 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $205,003 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $142,169 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $142,169 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $142,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108 | 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 | $108 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $142,066 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | ELDEN ENTERPRISES INC | IndividualWithBooksNm |
| Phone | 3053673321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 OCEAN REEF DR 138 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE SKOVE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 194 HAMMOND HOLLOW ROAD | AddressLine1Txt |
| City | GILSUM | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,564,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,257,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,821,707 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,821,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,629,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $631,469 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $631,469 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142,169 | TotalTaxAmt |
| Distributable Before Adj | $489,300 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $489,300 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $489,300 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,500,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,500,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $489,300 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,383 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,902 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $90,580 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $105,075 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,647 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $305,587 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,500,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $489,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,010,700 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,316,287 | 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 | $30,383 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,285,904 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,902 | ExcessFromYear4Amt |
| Excess From Year3 | $90,580 | ExcessFromYear3Amt |
| Excess From Year2 | $105,075 | ExcessFromYear2Amt |
| Excess From Year1 | $20,647 | ExcessFromYear1Amt |
| Excess From Current Year | $4,010,700 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 3363 W COMMERCIAL BLVD | FT LAUDERDALE | FL | 33309 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $500 | |
| AMERICAN HEART ASSOCIATION FLORIDA | ||||||||
| 237 E MARKS STREET | ORLANDO | FL | 32803 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $500 | |
| ASPCA FLORIDA CHAPTER | ||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| AUDUBON SOCIETY OF FLORIDA | ||||||||
| 4500 BISCAYNE BLVD SUITE 350 | MIAMI | FL | 33137 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| BAPTIST HEALTH FOUNDATION | ||||||||
| 8900 N KENDALL DRIVE | MIAMI | FL | 33176 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| BOYS SCOUTS OF AMERICA | ||||||||
| 3301 SW 142ND AVE | DAVIE | FL | 33330 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| CHILDREN'S MIRACLE NETWORK HOSPITAL | ||||||||
| P O BOX 528022 | MIAMI | FL | 33152 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $6,000 | |
| CIRCUS SMIRKUS | ||||||||
| 1 CIRCUS ROAD | GREENSBORO | VT | 05841 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| P O BOX 849168 | BOSTON | MA | 02284 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $8,000 | |
| DOLPHIN COVE | ||||||||
| P O BOX 870 | KEY LARGO | FL | 33037 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| DOLPHIN PLUS | ||||||||
| P O BOX 2728 | KEY LARGO | FL | 33037 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| DOLPHIN RESEARCH CENTER | ||||||||
| 58901 OVERSEAS HIGHWAY | GRASSY KEY | FL | 33050 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $13,000 | |
| FAIRCHILD TROPICAL BOTANICAL GARDEN | ||||||||
| 10901 OLD CUTLER ROAD | MIAMI | FL | 33156 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $1,000 | |
| FEED MY STARVING CHILDREN | ||||||||
| 401-93RD AVENUE NW | COON RAPIDS | MN | 55433 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $7,500 | |
| FLORIDA KEYS WILD BIRD CENTER | ||||||||
| 93600 OVERSEAS HIGHWAY | TAVERNIER | FL | 33070 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 98970 OVERSEAS HIGHWAY | KEY LARGO | FL | 33037 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $20,000 | |
| JACOBS AQUATIC CENTER INC | ||||||||
| 320 LAGUNA AVENUE | KEY LARGO | FL | 33037 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,000 | |
| KEYS CHILDREN'S FOUNDATION INC | ||||||||
| 24 DOCKSIDE LANE 139 | KEY LARGO | FL | 33037 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $7,500 | |
| MAKE A WISH OF SOUTHERN FLA | ||||||||
| 1702 EAST HIGHLAND AVENUE SUITE 400 | PHOENIX | AZ | 85016 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| MARINERS HOSPITAL FOUNDATION | ||||||||
| 91500 OVERSEAS HIGHWAY | TAVERNIER | FL | 33030 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| MARRVELOUS PET RESCUES & ADOPTIONS | ||||||||
| 99900 OVERSEAS HIGHWAY | KEY LARGO | FL | 33037 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,000 | |
| PATCHES CHILD DAY CARE | ||||||||
| 335 S KROME AVENUE STE 102-107 | FLORIDA CITY | FL | 33034 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $4,000 | |
| PLANNED PARENTHOOD FEDER OF AM | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $510,000 | |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||||
| 18 LOW AVENUE | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $282,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA | ||||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $6,000 | |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND | ||||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $1,000 | |
| SHAKE A LEG MIAMI | ||||||||
| 2620 SOUTH BAYSHORE DRIVE | COCONUT GROVE | FL | 33133 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $1,000 | |
| SPECIAL OLYMPICS FLORIDA | ||||||||
| P O BOX 120128 | CLERMONT | FL | 34712 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $1,000 | |
| STAR OF THE SEA FOUNDATION | ||||||||
| 5640 MALONEY AVE | STOCK ISLAND | FL | 33040 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| UNIV OF MIAMI FROST SCHOOL OF MUSIC | ||||||||
| P O BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| UPPER KEYS HUMANE SOCIETY | ||||||||
| P O BOX 370511 | KEY LARGO | FL | 33037 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $4,000 | |
| WORLD WILDLIFE FUND | ||||||||
| P O BOX 96555 | WASHINGTON | DC | 20077 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| AMERICAN FARMLAND TRUST | ||||||||
| 2000 PENNSYLVANIA AVE NW SUITE 5005 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $250,000 | |
| MOCO ARTS | ||||||||
| 40 ROXBURY STREET | KEENE | NH | 03431 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $127,000 | |
| NARAL | ||||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $50,000 | |
| WILLISTON NORTHAMPTON SCHOOL | ||||||||
| 19 PAYSON AVENUE | EASTHAMPTON | MA | 01027 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $350,000 | |
| MONADNOCK CONSERVANCY | ||||||||
| 15 EAGLE COURT | KEENE | NH | 03431 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $200,000 | |
| APPPAH | ||||||||
| PO BOX 25582 | COLORADO SPRINGS | CO | 80936 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $25,000 | |
| PAYOMET PERFOMING ARTS CENTER | ||||||||
| PO BOX 1202 | TRURO | MA | 02666 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $20,000 | |
| HOOK ARTS MEDIA | ||||||||
| 480 VAN BRUNT STREET 203 | BROOKLYN | NY | 11231 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| ALEX HOUSE PROJECT | ||||||||
| 9 BOND ST FL 4 | BROOKLYN | NY | 11201 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| TRURO CONSERVATION TRUST | ||||||||
| PO BOX 327 | NORTH TRURO | MA | 02652 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $500,000 | |
| HELPING 3 HORSES | ||||||||
| 1840 NE 65 COURT | FORT LAUDERDALE | FL | 33308 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| NRDC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $200,000 | |
| TRURO COMMUNITY KITCHENS | ||||||||
| C/O CHRISTIAN UNION CHURCH 27 SHORE | NORTH TRURO | MA | 02652 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | ROAD |
| SKIP | ||||||||
| 243 RIDGEWOOD DR | MILLERSBURG | PA | 17061 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| LOWER CAPE OUTREACH COUNCIL | ||||||||
| PO BOX 665 19 BREWSTER CROSS ROAD | ORLEANS | MA | 02653 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| WELLFLEET PERSERVATION HALL | ||||||||
| 335 MAIN ST | WELLFLEET | MA | 02667 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| WOMR | ||||||||
| 494 COMMERCIAL ST | PROVINCETOWN | MA | 02657 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| GREEN CITY FORCE | ||||||||
| 630 FLUSHING AVENUE SUITE 817 | BROOKLYN | NY | 11206 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| SPOKE THE HUB | ||||||||
| 748 UNION STREET | BROOKLYN | NY | 11215 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| NEW DANCE ALLIANCE | ||||||||
| 182 DUANE ST FL 3 | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $3,000 | |
| BAX BROOKLYN ARTS EXCHANGE | ||||||||
| 421 FIFTH AVENUE | BROOKLYN | NY | 11215 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $45,000 | |
| STREET CRY INC | ||||||||
| 1 WINCHESTER AVE | YONKERS | NY | 10710 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $7,000 | |
| HOUSE FOUNDATION FOR THE ARTS | ||||||||
| 260 WEST BROADWAY SUITE 2 | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $30,000 | |
| FINE ARTS WORK CENTER | ||||||||
| 24 PEARL ST | PROVINCETOWN | MA | 02657 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | ||||||||
| 290 SUMMER ST | YARMOUTHPORT | MA | 02675 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| FOOD BANK NYC | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $25,000 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $14,000 | |
| THE YARD | ||||||||
| 1401 S STATE 2004 | CHICAGO | IL | 60605 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| BLUECHECK CHARITABLE FOUNDATION INC | ||||||||
| 201 ALLEN ST UNIT 10016 | NEW YORK | NY | 10002 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $75,000 | |
| PLANNED PARENTHOOD NEW YORK | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $250,000 | |
| KROKA EXPEDITIONS | ||||||||
| 767 NH-123 | MARLOW | NH | 03456 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $800,000 | |
| THE COLONIAL PERFORMING ARTS CENTER | ||||||||
| 303 MAIN STREET | KEENE | NH | 03431 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $200,000 | |
| NEW HAMPSHIRE CHARITABLE FOUNDATION | ||||||||
| 37 PLEASANT ST | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $300,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,500,000 | 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 | $36,253 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,918 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,011,157 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,245,328 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,245,328 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ELLEN SKOVE REVOCABLE LIVING TRUST | |||||||
| 1 | 194 HAMMOND HOLLOW RD | GILSUM | NH | 03448 | $1,521,272 | Yes (X) | |
| ELLEN SKOVE REVOCABLE LIVING TRUST | |||||||
| 2 | 194 HAMMOND HOLLOW RD | GILSUM | NH | 03448 | $17,834,743 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $17,834,743 | FairMarketValueAmt |
| Received | 2024-01-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,875 | Amt |
| Net Investment Income | $1,437 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JP MORGAN #7006 - SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $25,035,085 | BookValueAmt |
| EOYFMV | $5,908,629 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $1,095 | $0 | $0 | $0 |
| ADVISORY FEES | $15,873 | $15,873 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN SKOVE REVOCABLE LIVING TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 194 HAMMOND HOLLOW RD | AddressLine1Txt |
| City | GILSUM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 03448 | ZIPCd |