GEORGE M BALDWIN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE M BALDWIN FOUNDATION (EIN 20-1377117)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-13
- IRS object ID
- 202311039349100811
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-13T08:02:07-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 501544841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bonnie H Smith CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10287 Shady Crest Ln | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201377117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE M BALDWIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9043549900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST FORSYTH STREET 1300 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN G GRIMSLEY | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN G | PersonFirstNm |
| Person Last | GRIMSLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Bonnie H Smith | PreparerPersonNm |
| PTIN | P01201311 | PTIN |
| Phone | 9047867330 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $355,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $355,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $950,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,644,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $950,741 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,306,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,306,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,369 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,084 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,084 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,762 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,055,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,055,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,160,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,089,762 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,250,860 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $488,999 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $3,721,323 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $7,097,737 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $1,424,715 | CorporateBondsBOYAmt |
| Total Assets BOY | $12,732,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,337,674 | CapitalStockBOYAmt |
| Retained Earning BOY | -$3,604,900 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,732,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,732,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,732,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,098 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,878,872 | SubtotalAmt |
| Other Decreases | $12,878,872 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 95000 US TREA NOTE | P | 2022-06-17 | 2022-10-15 | $95,000 | $95,000 | ||
| MORTGAGE POOLS ROP | P | 2001-01-01 | 2022-01-01 | $10,281 | $10,281 | ||
| 75 BLACKROCK INC | P | 2011-01-27 | 2022-01-25 | $58,165 | $15,046 | $43,119 | $43,119 |
| 692 CISCO SYSTEMS INC | P | 2012-04-03 | 2022-06-03 | $31,576 | $14,422 | $17,154 | $17,154 |
| 215 DANAHER CORP | P | 2015-04-10 | 2022-01-25 | $58,554 | $14,013 | $44,541 | $44,541 |
| 180 DANAHER CORP | P | 2015-04-10 | 2022-03-02 | $49,209 | $11,731 | $37,478 | $37,478 |
| 5000 FRASER MI PUB SD | P | 2014-07-01 | 2022-05-01 | $5,000 | $5,244 | -$244 | -$244 |
| 2300 INVSC BULLET SHARES 2024 | P | 2001-01-01 | 2022-01-25 | $49,774 | $49,926 | -$152 | -$152 |
| 3750 INVSC BULLET SHARES 2022 | P | 2015-04-28 | 2022-01-25 | $80,067 | $79,950 | $117 | $117 |
| 4675 INVSC BULLET SHARES 2023 | P | 2016-08-25 | 2022-01-25 | $99,905 | $99,906 | -$1 | -$1 |
| 219 MEDTRONIC PLC | P | 2015-01-27 | 2022-06-02 | $21,580 | $16,565 | $5,015 | $5,015 |
| 75 UNITED HEALTH GRP INC | P | 2016-07-19 | 2022-03-02 | $36,432 | $10,533 | $25,899 | $25,899 |
| 76 UNITED HEALTH GRP INC | P | 2016-07-19 | 2022-06-02 | $37,349 | $10,673 | $26,676 | $26,676 |
| 846 WARNER BROTHERS | P | 2001-01-01 | 2022-06-02 | $15,223 | $26,309 | -$11,086 | -$11,086 |
| 100000 WESTPAC BKG | P | 2017-06-26 | 2022-06-28 | $100,000 | $100,000 | ||
| 150 ABBVIE INC | P | 2008-07-25 | 2022-03-02 | $22,477 | $4,463 | $18,014 | $18,014 |
| 1580 APPLE INC | P | 2010-05-05 | 2022-01-25 | $250,552 | $14,277 | $236,275 | $236,275 |
| 918 APPLE INC | P | 2010-05-05 | 2022-06-02 | $138,075 | $8,295 | $129,780 | $129,780 |
| 580 BRISTOL-MYERS SQUIBB CO | P | 2001-01-01 | 2022-01-26 | $36,728 | $12,915 | $23,813 | $23,813 |
| 2615000 FHLMC | P | 2006-03-03 | 2022-10-01 | $14 | $15 | -$1 | -$1 |
| 400 JPMORGAN CHASE | P | 2009-04-28 | 2022-01-25 | $57,144 | $13,065 | $44,079 | $44,079 |
| 500 MICROSOFT CORP | D | 2003-08-24 | 2022-01-25 | $144,147 | $13,434 | $130,713 | $130,713 |
| 200 NIKE INC | P | 2008-04-28 | 2022-01-25 | $28,936 | $3,416 | $25,520 | $25,520 |
| 1221 ORACLE CORP | P | 2007-12-18 | 2022-06-03 | $88,453 | $25,557 | $62,896 | $62,896 |
| 340 TARGET CORP | P | 2006-03-03 | 2022-01-25 | $73,123 | $15,175 | $57,948 | $57,948 |
| .84 WARNER BROTHERS | P | 2007-11-19 | 2022-04-11 | $23 | $31 | -$8 | -$8 |
| 294 WARNER BROTHERS | P | 2007-11-19 | 2022-06-02 | $5,291 | $10,826 | -$5,535 | -$5,535 |
| GNMA PL 008919M | P | 2006-08-04 | 2022-01-20 | $44 | $62 | -$18 | -$18 |
| 187 DANAHER CORP | P | 2015-04-10 | 2022-06-02 | $50,937 | $12,188 | $38,749 | $38,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $950,741 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,387 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,387 | SubtotalAmt |
| Tax Based On Investment Income | $17,387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,308 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,308 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,079 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN G GRIMSLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9043549900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST FORSYTH STREET SUITE 1300 | AddressLine1Txt |
| City | JAX | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322023607 | 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 | Yes (true) | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN G GRIMSLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST FORSYTH STREET 1300 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 322023607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $40,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,072,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $698,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,770,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,770,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $311,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,458,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,022,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,022,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,387 | TotalTaxAmt |
| Distributable Before Adj | $1,005,550 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,005,550 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,005,550 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,089,762 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,089,762 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,005,550 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $31,703 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,165 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,126 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $99,994 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,089,762 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,005,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,212 | RemainingDistriFromCorpusAmt |
| Total Corpus | $184,206 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $184,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,703 | ExcessFromYear4Amt |
| Excess From Year3 | $40,165 | ExcessFromYear3Amt |
| Excess From Year2 | $28,126 | ExcessFromYear2Amt |
| Excess From Current Year | $84,212 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SALVATION ARMY | |||||||
| 328 N OCEAN STREET | JACKSONVILLE | FL | 32202 | NONE | PC | SUPPORT HOMELESSCHILDREN | $25,000 |
| BOYS GIRLS CLUBS OF NE FL | |||||||
| 555 W 25TH ST | JACKSONVILLE | FL | 32206 | NONE | PC | SCHOLARSHIPS 225,500 TIPPING THE SCALE AND CAREER LAUNCH 74,500 | $300,000 |
| GIRL SCOUTS OF GATEWAY COUNCIL | |||||||
| 1000 SHEARER STREET | JACKSONVILLE | FL | 32205 | NONE | PC | FINANCIAL ASSISTANCE PROGRAM, MENTORING PROGRAM | $50,000 |
| COMMUNITY HOSPICE FOUNDATION | |||||||
| 4266 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | NONE | PC | CHILDREN'S BEREAVEMENT CAMP | $10,000 |
| CHILDREN'S HOME SOCIETY | |||||||
| 3027 SAN DIEGO ROAD | JACKSONVILLE | FL | 32207 | NONE | PC | SUMMER ACTIVITIES, PARENT SUPPORT CLASSES | $10,000 |
| SULZBACHER HOMELESS CENTER | |||||||
| 611 E ADAMS STREET | JACKSONVILLE | FL | 32202 | NONE | PC | SERVICES FOR HOMELESS MEN, WOMEN AND CHILDREN | $150,000 |
| UNITED WAY OF NORTHEAST FL | |||||||
| 40 EAST ADAMS STREET 200 | JACKSONVILLE | FL | 32202 | NONE | PC | HOME SVCS FOR SRS, SUCCESS BY 6, AND SUMMER CAMP PROGRAMS | $400,000 |
| ST VINCENTS FOUNDATION | |||||||
| 1800 BARRS STREET | JACKSONVILLE | FL | 32203 | NONE | PC | PROVIDE MOBILE HEALTH OUTREACH IN JAX AREA | $25,000 |
| CATHEDRAL ARTS PROJECT | |||||||
| 207 NORTH LAURA STREET | JACKSONVILLE | FL | 32202 | NONE | PC | SUPPORT CLASSES AND GENERAL PROGRAMS FOR AT-RISK CHILDREN | $20,000 |
| YMCA OF FL FIRST COAST | |||||||
| 40 EAST ADAMS STREET 210 | JACKSONVILLE | FL | 32202 | NONE | PC | CAMPER SCHOLARSHIPS FOR CAMP IMMOKALEE | $25,000 |
| VOLUNTEERS IN MEDICINE | |||||||
| 41 East Duval Street | JACKSONVILLE | FL | 32202 | NONE | PC | FUND MEDICAL SERVICES TO UNINSURED, MEDICALLY NEEDY IN JAX AREA | $25,000 |
| FLORIDA FISH WILDLIFE CONSERVATION | |||||||
| 620 S MERIDIAN STREET | TALLAHASSEE | FL | 32399 | NONE | PC | SUPPORT YOUTH SUMMER FISHING PROGRAM IN JAX | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,055,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $950,741 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,306,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,306,563 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEE | $5,000 | $1,250 | $0 | $3,750 |
| BOOKKEEPING FEE | $1,000 | $0 | $0 | $1,000 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF NORTHEAST FLORIDA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 EAST ADAMS SUITE 200 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | $12,878,872 PART 111 LINE 5 STATEMENT 5 | ShortExplanationTxt |
| Dissolution | $19,144,016 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ALL ASSETS WERE TRANSFERRED TO UNITED WAY OF NORTHEAST FLORIDA AS AN ENDOWED FUND. SEE STATEMENT 9 REGARDING TERMINATION AND COURT ORDER APPROVING THE DISTRIBUTION PLAN. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (10 entries)
| DescDesc | AmtAmt |
|---|---|
| BANK OF AMERICA CASH 10-19-2022 | $204,466 |
| BANK OF AMERICA CASH 1-10-2022 | $4 |
| SCHWAB CASH 11-9-2022 | $467,956 |
| SCHWAB CASH 1-9-2023 | $12,723 |
| SCHWAB CASH 2-?-2023 | $4 |
| SCHWAB CORPORATE BONDS 11-9-2022 | $1,322,720 |
| SCHWAB EQUITIES 11-9-2022 | $5,573,052 |
| SCHWAB ETF 11-9-2022 | $1,624,824 |
| SCHWAB MORTGAGE POOLS 1-9-2022 | $34,064 |
| SCHWAB MUNICIPAL BONDS 11-9-2022 | $3,639,059 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Service Charge | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $12 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEE | CategoryTxt |
| Amt | $43,369 | Amt |
| Net Investment Income | $43,369 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $15,000 | |
| FOREIGN TAX | $1,084 | $1,084 |
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