THE WILLIAM R WATTS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM R WATTS FOUNDATION INC (EIN 59-1971220)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-03-13
- IRS object ID
- 202310729349100931
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-13T13:54:48-04:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650356804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBINS & MORONEY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SE 10TH ST | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591971220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM R WATTS FNDN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9545610313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GREATON GREATON PO BOX 39238 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333399238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILSON B GREATON JR ESQ | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT | PersonTitleTxt |
| Phone | 9545610313 | PhoneNum |
| Signature | 2023-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILSON B | PersonFirstNm |
| Person Last | GREATON JR ESQ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ROBBINS | PreparerPersonNm |
| PTIN | P01210648 | PTIN |
| Phone | 9544673100 | PhoneNum |
| Preparation | 2023-03-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,365,840 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,248 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,248 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $524,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $524,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,734,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,586 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $423,088 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $397,741 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,047,284 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,021,937 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $219,771 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $140,235 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $80,979 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $825 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $233,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,179 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,333,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,192,179 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$286,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $878,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,436 | CashBOYAmt |
| Cash EOY | $35,672 | CashEOYAmt |
| Cash EOYFMV | $35,672 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,100,513 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,790,608 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,790,608 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,285,863 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,164,538 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,164,538 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,736,248 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,375,022 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,375,022 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,170,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,365,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,365,840 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,214 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,410 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $72,356 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,344 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $81,570 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,754 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,088,490 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,354,086 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,088,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,354,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,170,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,365,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,088,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$286,512 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,801,978 | SubtotalAmt |
| Other Decreases | $4,447,892 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,354,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| UBS 1009 | P | $299 | $299 | $299 | |
| UBS 1010 | P | $2,867,306 | $71,691 | $71,691 | $2,795,615 |
| UBS 1016 | P | $849,350 | $10,944 | $10,944 | $838,406 |
| UBS 1017 | P | $612,629 | $30,973 | $30,973 | $581,656 |
| UBS 1018 | P | $404,704 | -$15,321 | -$15,321 | $420,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,586 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $98,586 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,216 | SubtotalAmt |
| Tax Based On Investment Income | $12,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $128 | EsPenaltyAmt |
| Tax Due | $4,344 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | GREATON GREATON | IndividualWithBooksNm |
| Phone | 9545610313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39238 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33339 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| WILSON B GREATON JR ESQ | ||||||||
| PO BOX 39238 | FORT LAUDERDALE | FL | 333399238 | CHAIRMAN/PRE | 10.00 | $0 | $0 | $0 |
| ELIZABETH GREATON STEPHANY ESQ | ||||||||
| PO BOX 39238 | FORT LAUDERDALE | FL | 333399238 | VP/SEC/TREAS | 1.00 | $0 | $0 | $0 |
| WILLIAM J ROTELLA | ||||||||
| PO BOX 39238 | FORT LAUDERDALE | FL | 333399238 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDSEY LINZER | ||||||||
| PO BOX 39238 | FORT LAUDERDALE | FL | 333399238 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| D KEITH COBB | ||||||||
| PO BOX 39238 | FORT LAUDERDALE | FL | 333399238 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE A AOUN | ||||||||
| PO BOX 39238 | FORT LAUDERDALE | FL | 333399238 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LILLY GALLARDO | ||||||||
| PO BOX 39238 | FORT LAUDERDALE | FL | 333399238 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY E DONWORTH | ||||||||
| PO BOX 39238 | FORT LAUDERDALE | FL | 333399238 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD G COKER JR ESQ | ||||||||
| PO BOX 39238 | FORT LAUDERDALE | FL | 333399238 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 401 EAST LAS OLAS BLVD SUITE 2300 | FORT LAUDERDALE | FL | 333012244 | INVESTMENT | $119,209 |
| GREATON GREATON | |||||
| PO BOX 39238 | FORT LAUDERDALE | FL | 333399238 | MANAGEMENT | $99,420 |
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 | $27,064,197 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,193,092 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,193,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $407,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,785,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,339,260 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,339,260 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,216 | TotalTaxAmt |
| Distributable Before Adj | $1,327,044 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,327,044 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,327,044 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,192,179 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,192,179 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,327,044 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $129,696 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $145,689 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $123,799 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $109,311 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,273 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $593,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,192,179 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,192,179 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $134,865 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $134,865 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $458,903 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $458,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,520 | ExcessFromYear4Amt |
| Excess From Year3 | $123,799 | ExcessFromYear3Amt |
| Excess From Year2 | $109,311 | ExcessFromYear2Amt |
| Excess From Year1 | $85,273 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH GREATON STEPHANY VP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39238 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9545610313 | RecipientPhoneNum |
| Form And Info And Materials | GRANT GUIDELINES FOUNDATION PURPOSE THE FOUNDATION SHALL DISTRIBUTE PORTIONS OF ITS INCOME AND PRINCIPAL EACH TAXABLE YEAR AS DETERMINED BY ITS BOARD. DISTRIBUTIONS FROM THE FOUNDATION ARE RESTRICTED TO CHARITIES WHOSE PRINCIPAL OFFICES AND ACTIVITIES ARE LOCATED IN MIAMI-DADE OR BROWARD COUNTY, FLORIDA, WITH THE EXCEPTION, HOWEVER, THAT DISTRIBUTIONS MAY BE MADE TO A PRESBYTERIAN THEOLOGICAL SEMINARY (REGARDLESS OF ITS LOCATION) FOR THEIR USE IN GRANTING SCHOLARSHIPS OR TUITION GRANTS, AND TO WASHINGTON UNIVERSITY, ST. LOUIS, MISSOURI. NO CHARITY SHALL RECEIVE AN ANNUAL DISTRIBUTION GREATER THAN 10% OF THE FOUNDATION'S TOTAL GRANTS FOR THE YEAR. FOUNDATION HISTORY THE FOUNDATION WAS CREATED IN 1979 BY WILLIAM R. WATTS AND WAS SUBSTANTIALLY FUNDED AFTER HIS DEATH. FOUNDATION BOARD THE BOARD OF THE FOUNDATION CONSISTS OF MEMBERS APPOINTED BY THE MIAMI FOUNDATION, THE COMMUNITY FOUNDATION OF BROWARD, THE BROWARD COUNTY CHAPTER OF THE SALVATION ARMY, THE BOYS & GIRLS CLUB OF BROWARD COUNT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS MUST BE SUBMITTED BY AUGUST 1 OF EACH FISCAL YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION ACCEPTS UNSOLICITED REQUESTS FOR FUNDS. DISTRIBUTIONS FROM THE FOUNDATION ARE RESTRICTED TO CHARITIES WHOSE PRINCIPAL OFFICES AND ACTIVITIES ARE LOCATED IN MIAMI-DADE OR BROWARD COUNTY, FLORIDA, WITH EXCEPTION, HOWEVER, THAT DISTRIBUTIONS MAY BE MADE TO A PRESBYTERIAN THEOLOGICAL SEMINARY (REGARDLESS OF ITS LOCATION) FOR THEIR USE IN GRANTING SCHOLARSHIPS OR TUITION GRANTS, AND TO WASHINGTON UNIVERSITY, ST. LOUIS, MISSOURI. PLEASE SEE GRANT GUIDELINES PART XV, 2B. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST PRESBYTERIAN CHURCH FT LAUD | |||||||
| 401 SE 15 AVENUE | FORT LAUDERDALE | FL | 33301 | N/A | 501C3 | GENERAL | $110,000 |
| BOYS GIRLS CLUBS OF BROWARD CNTY | |||||||
| 877 NW 61 STREET | FORT LAUDERDALE | FL | 33309 | N/A | 501C3 | GENERAL | $110,000 |
| UNITED WAY OF BROWARD CNTY | |||||||
| 1300 S ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | N/A | 501C3 | GENERAL | $110,000 |
| UNITED WAY OF MIAMI-DADE | |||||||
| 3250 SW 3 AVENUE | MIAMI | FL | 33129 | N/A | 501C3 | GENERAL | $110,000 |
| BROWARD CNTY CHAPTER SALVATION ARMY | |||||||
| 1445 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | N/A | 501C3 | GENERAL | $110,000 |
| THE MIAMI FOUNDATION | |||||||
| 40 NW 3RD STREET 305 | MIAMI | FL | 33128 | N/A | 501C3 | GENERAL | $110,000 |
| COMMUNITY FOUNDATION OF BROWARD | |||||||
| 910 E LAS OLAS BLVD 200 | FORT LAUDERDALE | FL | 33301 | N/A | 501C3 | GENERAL | $110,000 |
| HABITAT FOR HUMANITY OF BROWARD | |||||||
| 888 NW 62 STREET 2ND FLR | FORT LAUDERDALE | FL | 33309 | N/A | 501C3 | GENERAL | $10,000 |
| GILDA'S CLUB OF SOUTH FLORIDA INC | |||||||
| 4850 PROSPECT ROAD | FORT LAUDERDALE | FL | 33309 | N/A | 501C3 | GENERAL | $5,000 |
| WASHINGTON UNIVERSITY ST LOUIS | |||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | N/A | 501C3 | GENERAL | $25,000 |
| SO FLA COUNCIL BOY SCOUTS AMERICA | |||||||
| 15255 NW 82 AVENUE | MIAMI LAKES | FL | 33016 | N/A | 501C3 | GENERAL | $5,000 |
| HANDY INC | |||||||
| 1717 N ANDREWS AVENUE | FORT LAUDERDALE | FL | 33331 | N/A | 501C3 | GENERAL | $10,000 |
| KIDS IN DISTRESS INC | |||||||
| 819 NE 26 STREET | FORT LAUDERDALE | FL | 33305 | N/A | 501C3 | GENERAL | $10,000 |
| SOS CHILDREN'S VILLAGE FLA INC | |||||||
| 3681 NW 59 PLACE | COCONUT CREEK | FL | 33073 | N/A | 501C3 | GENERAL | $10,000 |
| GATEWAY COMMUNITY OUTREACH INC | |||||||
| 291 SE FIRST TERRACE | DEERFIELD BEACH | FL | 33441 | N/A | 501C3 | GENERAL | $5,000 |
| LEADERSHIP BROWARD FOUNDATION | |||||||
| 1330 SE 4TH AVENUE STE I | FORT LAUDERDALE | FL | 33316 | N/A | 501C3 | GENERAL | $5,000 |
| WOMEN IN DISTRESS OF BROWARD COUNTY | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | N/A | 501C3 | GENERAL | $10,000 |
| JACK JILL CHILDREN'S CENTER | |||||||
| 1315 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | N/A | 501C3 | GENERAL | $5,000 |
| CHILDREN'S HOME SOCIETY OF FLA | |||||||
| 3333 FORREST HILL BLVD | WEST PALM BEACH | FL | 33406 | N/A | 501C3 | GENERAL | $10,000 |
| COVENANT HOUSE FLORIDA | |||||||
| 733 BREAKERS AVENUE | FORT LAUDERDALE | FL | 33304 | N/A | 501C3 | GENERAL | $5,000 |
| HENDERSON BEHAVIORAL HEALTH | |||||||
| 4740 N STATE ROAD 7 201 | LAUDERDALE LAKES | FL | 33319 | N/A | 501C3 | GENERAL | $10,000 |
| BROWARD PARTNERSHIP FOR HOMELESS | |||||||
| 920 NW 7TH AVENUE | FORT LAUDERDALE | FL | 33311 | N/A | 501C3 | GENERAL | $10,000 |
| CHILDREN'S HARBOR INC | |||||||
| 19425 SW 58 MANOR | PEMBROKE PINES | FL | 33332 | N/A | 501C3 | GENERAL | $10,000 |
| REBUILDING TOGETHER BROWARD COUNTY | |||||||
| 4836 NE 12TH AVENUE | OAKLAND PARK | FL | 33334 | N/A | 501C3 | GENERAL | $5,000 |
| HOPE SOUTH FLORIDA INC | |||||||
| 1100 N ANDREWS AVENUE | FORT LAUDERDALE | FL | 33311 | N/A | 501C3 | GENERAL | $5,000 |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | N/A | 501C3 | GENERAL | $10,000 |
| HOMES INC | |||||||
| 690 NE 13TH STREET 101 | FORT LAUDERDALE | FL | 33304 | N/A | 501C3 | GENERAL | $10,000 |
| ARC BROWARD | |||||||
| 10250 NW 53 STREET | SUNRISE | FL | 33351 | N/A | 501C3 | GENERAL | $10,000 |
| INSIGHT FOR THE BLIND INC | |||||||
| 1401 NE 4TH AVENUE | FORT LAUDERDALE | FL | 33304 | N/A | 501C3 | GENERAL | $5,000 |
| TAYLOR'S CLOSET FOUNDATION INC | |||||||
| 510 SE 5TH AVENUE | FORT LAUDERDALE | FL | 33301 | N/A | 501C3 | GENERAL | $10,000 |
| EQUINE-ASSISTED THERAPIES OF S FLA | |||||||
| PO BOX 273542 | BOCA RATON | FL | 33427 | N/A | 501C3 | GENERAL | $5,000 |
| LIGHT OF THE WORLD CLINIC | |||||||
| 5333 NORTH DIXIE HWY 201 | OAKLAND PARK | FL | 33334 | N/A | 501C3 | GENERAL | $5,000 |
| A CHANCE FOR THERAPY DBA ACT4ME | |||||||
| 104 CRANDON BLVD 413 | KEY BISCAYNE | FL | 33149 | N/A | 501C3 | GENERAL | $5,000 |
| BROWARD COLLEGE FOUNDATION | |||||||
| 111 E BRWD BLVD 11TH FLR | FORT LAUDERDALE | FL | 33301 | N/A | 501C3 | GENERAL | $10,000 |
| DELIVER THE DREAM | |||||||
| 3223 NW 10 TERR STE 602 | FORT LAUDERDALE | FL | 33309 | N/A | 501C3 | GENERAL | $5,000 |
| PACE CENTER FOR GIRLS BROWARD | |||||||
| 2225 NORTH ANDREWS AVENUE | WILTON MANORS | FL | 33311 | N/A | 501C3 | GENERAL | $10,000 |
| THE LIGHTHOUSE OF BROWARD | |||||||
| 650 N ANDREWS AVENUE | FORT LAUDERDALE | FL | 33311 | N/A | 501C3 | GENERAL | $5,000 |
| MIAMI RESCUE MISSION INC | |||||||
| PO BOX 420620 | MIAMI | FL | 33242 | N/A | 501C3 | GENERAL | $10,000 |
| HEART2HEART OUTREACH OF SOUTH FLA | |||||||
| 2701 W CYPRESS CREEK BLVD | FORT LAUDERDALE | FL | 33309 | N/A | 501C3 | GENERAL | $10,000 |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7TH AVENUE | MIAMI | FL | 33136 | N/A | 501C3 | GENERAL | $10,000 |
| CYSTIC FIBROSIS FNDN-SOUTH FLORIDA | |||||||
| 3201 W COMM BLVD 237 | FORT LAUDERDALE | FL | 33309 | N/A | 501C3 | GENERAL | $5,000 |
| TREES OF HOPE | |||||||
| 116 NE 24TH STREET | WILTON MANORS | FL | 33305 | N/A | 501C3 | GENERAL | $5,000 |
| SWEET DREAM MAKERS | |||||||
| 55 NE 5TH AVENUE 400 | BOCA RATON | FL | 33432 | N/A | 501C3 | GENERAL | $5,000 |
| YES INSTITUTE | |||||||
| 5275 SUNSET DRIVE | MIAMI | FL | 33143 | N/A | 501C3 | GENERAL | $5,000 |
| NOURISHING LIVES | |||||||
| 5741 S FLAMINGO ROAD | SOUTHWEST RANCHES | FL | 33330 | N/A | 501C3 | GENERAL | $5,000 |
| OUR FATHER'S HOUSE SOUP KITCHEN | |||||||
| PO BOX 668571 | POMPANO BEACH | FL | 33066 | N/A | 501C3 | GENERAL | $5,000 |
| CANINE ASSISTED THERAPY INC | |||||||
| 1040 NE 45TH STREET | FORT LAUDERDALE | FL | 33334 | N/A | 501C3 | GENERAL | $5,000 |
| TWIN PALMS CENTER FOR THE DISABLED | |||||||
| 306 NW 35TH STREET | BOCA RATON | FL | 33431 | N/A | 501C3 | GENERAL | $5,000 |
| TOMORROW'S RAINBOW | |||||||
| 4341 NW 39TH AVENUE | COCONUT CREEK | FL | 33073 | N/A | 501C3 | GENERAL | $5,000 |
| HISPANIC UNITY OF FLORIDA | |||||||
| 5840 JOHNSON STREET | HOLLYWOOD | FL | 33021 | N/A | 501C3 | GENERAL | $5,000 |
| 4KIDS OF SOUTH FLORIDA | |||||||
| 2717 W CYPRESS CREEK ROAD | FORT LAUDERDALE | FL | 33309 | N/A | 501C3 | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,248 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $524,362 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $397,741 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,586 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Related Or Exempt Function Incm | $25,347 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,021,937 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,347 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,047,284 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DEBT SECURITIES | BondNm |
| EOY Book Value | $5,164,538 | EOYBookValueAmt |
| EOYFMV | $5,164,538 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $13,790,608 | EOYBookValueAmt |
| EOYFMV | $13,790,608 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $3,144,252 | $3,144,252 |
| CASH AND MONEY MARKET | FMV | $230,770 | $230,770 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $4,447,892 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $800 | $200 | $600 |
| MISCELLANEOUS | $1,225 | $625 | $600 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DIST. FROM LIM. PARTNERSHIPS | $397,741 | $397,741 |
| FEDERAL EXCISE TAX | $25,347 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $37,700 | |
| EXCISE TAX PAYABLE | $34,656 | $4,344 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEE | $120,351 | $120,351 | |
| OFFICE MANAGEMENT SERVICES | $99,420 | $19,884 | $80,979 |
Comments