FOUNDATION 33 11: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION 33 11 (EIN 31-1796184)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202501349349103880
- Schema version
- 2024v5.0
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:42:49-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4295 OKEMOS RD STE 200 | AddressLine1Txt |
| City | OKEMOS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 488646201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311796184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION 3311 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7729789686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 COQUILLE WAY | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA ROSS BLACKBURN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6143319547 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARRIE L HINDMON | PreparerPersonNm |
| PTIN | P00231080 | PTIN |
| Phone | 5177060800 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $26,526,246 | 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 | $25,126 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $513,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $513,457 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $987,621 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,628,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $987,621 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,016 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,016 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,536,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,511,094 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,056 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,169 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,856 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,619 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,665 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,665 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,092 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,092 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $98,457 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,788 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $858,062 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $858,062 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $956,519 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $879,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $579,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,434,425 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $472,480 | CashBOYAmt |
| Cash EOY | $1,311,946 | CashEOYAmt |
| Cash EOYFMV | $1,311,946 | CashEOYFMVAmt |
| Corporate Stock BOY | $15,952,613 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,090,964 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,214,300 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,425,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,402,910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,526,246 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,199 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $24,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $28,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,396,894 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,402,910 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,396,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,402,910 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,425,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,402,910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,396,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $579,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $426,315 | OtherIncreasesAmt |
| Subtotal | $17,402,910 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,402,910 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| HUNTINGTON ST COVERED | P | $35,332 | $38,639 | -$3,307 | -$3,307 |
| HUNTINGTON LT COVERED | P | $2,039,772 | $1,200,668 | $839,104 | $839,104 |
| BAIRD ST COVERED | P | $770,037 | $731,361 | $38,676 | $38,676 |
| BAIRD LT COVERED | P | $753,644 | $669,865 | $83,779 | $83,779 |
| ISHS SILVER TR | P | $1,139 | $1,139 | $1,139 | |
| WRLD SPDR GOLD MINI | P | $542 | $542 | $542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $987,621 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $37,050 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,939 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,939 | SubtotalAmt |
| Tax Based On Investment Income | $19,939 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $14,339 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION 3311 | IndividualWithBooksNm |
| Phone | 7722343494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2145 14TH AVE SUITE 16 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA ROSS BLACKBURN | ||||||||
| 161 COQUILLE WAY | VERO BEACH | FL | 32963 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| WILLIAM W BLACKBURN | ||||||||
| 161 COQUILLE WAY | VERO BEACH | FL | 32963 | TREASURER | 000.00 | $0 | $0 | $0 |
| KATHERINE BLACKBURN REAY | ||||||||
| 260 E ONWENTSIA ROAD | LAKE FOREST | IL | 60045 | SECRETARY | 000.00 | $0 | $0 | $0 |
| WILLIAM ROSS BLACKBURN | ||||||||
| 932 W MAIN STREET | FRANKLIN | TN | 37064 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ELIZABETH BLACKBURN LANE | ||||||||
| 63 ACOAXET ROAD | WESTPORT | MA | 02790 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,539,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $794,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,334,680 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $25,334,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $380,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,954,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,247,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,247,733 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,939 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,939 | TotalTaxAmt |
| Distributable Before Adj | $1,227,794 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,227,794 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,227,794 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $879,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $879,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,227,794 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $362,631 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $237,461 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,858 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $621,950 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $879,850 | QualifyingDistributionsAmt |
| Applied To Current Year | $879,850 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $347,944 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $347,944 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $274,006 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,687 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $259,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $237,461 | ExcessFromYear2Amt |
| Excess From Year1 | $21,858 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN ANGLICAN COUNCIL | |||||||
| PO BOX 2868 | LOGANVILLE | GA | 30052 | 501(C)(3) | GENERAL OPERATING | $50,000 | |
| AMERICAN UNITED FOR LIFE | |||||||
| 1150 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | 501(C)(3) | OPERATING EXPENSES | $20,000 | STE 500 |
| ANGLICAN CHURCH IN NORTH AMERICAN | |||||||
| 800 MAPLEWOOD AVE | AMBRIDGE | PA | 150030447 | 501(C)(3) | OPERATING EXPENSES | $150,000 | |
| BRAZOS FELLOWS | |||||||
| 1008 JEFFERSON AVENUE | WACO | TX | 76701 | 501(C)(3) | OPERATING EXPENSES | $10,000 | |
| CHRIST CHURCH OF VERO BEACH | |||||||
| 667 20TH STREET | VERO BEACH | FL | 32960 | 501(C)(3) | CHAPEL BUILDING FUND | $164,861 | |
| CHRIST CHURCH OF VERO BEACH | |||||||
| 667 20TH STREET | VERO BEACH | FL | 32960 | 501(C)(3) | CAPITAL CAMPAIGN | $333,201 | |
| DISCOVERY INSTITUTE | |||||||
| 208 COLUMBIA STREET | SEATTLE | WA | 98104 | 501(C)(3) | SCIENCE & CULTURE | $15,000 | STE 1508 |
| FELLOWSHIP OF ST JAMES | |||||||
| PO BOX 410788 | CHICAGO | IL | 60641 | 501C(3) | PUBLICATION | $15,000 | |
| NEW COLLEGE FRANKLIN | |||||||
| PO BOX 1575 | FRANKLIN | TN | 37065 | 501C(3) | SCHOLARSHIP FUND | $20,000 | |
| ROCK THE WOURLD MISSION ALLIANCE | |||||||
| PO BOX 43 | AMBRIDGE | PA | 15003 | 501C(3) | GREATEST NEED | $15,000 | |
| CHRIST THE KING ANGLICAN FELLOWSHIP | |||||||
| PO BOX 3517 | BOONE | NC | 28607 | 501C(3) | OPERATING FUND | $10,000 | |
| MCKEE BONTANICAL GARDEN | |||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | 501C(3) | HOLIDAY LIGHTS | $5,000 | |
| NEW WINESKINS MISSIONARY NETWORK | |||||||
| 5572 GARDEN VILLAGE WAY | GREENSBORO | NC | 27410 | 501C(3) | CONFERENCE FUNDS | $25,000 | |
| VNA & HOSPICE FOUNDATION | |||||||
| 445 24TH STREET | VERO BEACH | FL | 32960 | 501C(3) | LAND PURCHASE | $25,000 | SUITE 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $858,062 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $513,457 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,016 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $987,621 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,511,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,511,094 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ELIZABETH M ROSS ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6007 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32961 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,126 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,225 | Amt |
| Net Investment Income | $1,056 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,169 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HUNTINGTON INVESTMENTS | $9,273,126 | $16,250,985 |
| HUNTINGTON PENDING TRANSACTIONS | ||
| BAIRD INVESTMENTS | $6,817,838 | $8,963,315 |
| BAIRD PENDING TRANSACTIONS |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS EXPENSE | $13,092 | $13,092 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $2,019 | $2,019 |
| FEDERAL TAX | $7,997 | $7,997 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV VS COST FOR STOCK GRANTS PAID | Desc |
| Amt | $426,315 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCLEARED CONTRIBUTION CHECKS | Desc |
| BOY Book Value | $24,000 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $74,475 | Amt |
| Net Investment Income | $55,856 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,619 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $6,665 | Amt |
| Net Investment Income | $6,665 | NetInvestmentIncomeAmt |
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