LIBRA FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LIBRA FOUNDATION INC (EIN 65-0469849)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-26
- IRS object ID
- 202321169349100302
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-26T06:47:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591498196 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH GRAHAM ELLINGSWORTH & PECARO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 NE FOURTH AVENUE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33483 | 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 | 650469849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIBRA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIBR | BusinessNameControlTxt |
| Phone | 5612767468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 NE FOURTH AVENUE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334834597 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS A SMITH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5612767468 | PhoneNum |
| Signature | 2023-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A SMITH CPA | PreparerPersonNm |
| PTIN | P00954611 | PTIN |
| Phone | 5612767468 | PhoneNum |
| Preparation | 2023-04-20 | PreparationDt |
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 |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,335,784 | 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 | $1,098,113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,098,113 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,156,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,535,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,156,258 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $483 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $483 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,254,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,254,854 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,588 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,470 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,118 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $181,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $181,130 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $109,957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,038 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $60 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $60 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $401,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $240,759 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,118 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,330,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,330,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,731,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $240,759 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,412,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$476,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,014,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $273,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,058,322 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,058,322 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $18,738 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,996 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $18,738 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18,738 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $61,899 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $40,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $40,000 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $39,458,216 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,215,901 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,218,724 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,809,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,332,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,335,784 | 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 | $39,809,903 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,332,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,809,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,332,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,809,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,332,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,809,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$476,942 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,332,961 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,332,961 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DETAILS AVAILABLE UPON REQUEST | P | $1,171,932 | $1,239,649 | -$67,717 | -$67,717 |
| DETAILS AVAILABLE UPON REQUEST | P | $11,013,864 | $10,252,330 | $761,534 | $761,534 |
| DETAILS AVAILABLE UPON REQUEST | P | $350,535 | $283,823 | $66,712 | $66,712 |
| DETAILS AVAILABLE UPON REQUEST | P | $202,917 | $238,487 | -$35,570 | -$35,570 |
| DETAILS AVAILABLE UPON REQUEST | P | $195,645 | $231,564 | -$35,919 | -$35,919 |
| DETAILS AVAILABLE UPON REQUEST | P | $492,086 | $503,171 | -$11,085 | -$11,085 |
| BOOK VS. TAX BASIS ON SALES | P | $7,704 | $7,704 | $7,704 | |
| DETAILS AVAILABLE UPON REQUEST | P | $314,916 | $368,446 | -$53,530 | -$53,530 |
| DETAILS AVAILABLE UPON REQUEST | P | $214,831 | $262,149 | -$47,318 | -$47,318 |
| CAPITAL GAIN DIVIDENDS | P | $571,447 | $571,447 | $571,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,156,258 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,996 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,996 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,996 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | 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 | $40,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,004 | OverpaymentAmt |
| Applied To ES Tax | $12,004 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS A SMITH | IndividualWithBooksNm |
| Phone | 5612767468 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 NE FOURTH AVENUE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334834597 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS A SMITH | ||||||||
| 96 NE FOURTH AVENUE | DELRAY BEACH | FL | 33483 | DIRECTOR | 5.00 | $50,000 | $0 | $0 |
| J JEFFREY THISTLE | ||||||||
| 30 GROVE WAY | DELRAY BEACH | FL | 33444 | DIRECTOR | 5.00 | $50,000 | $0 | $0 |
| 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 | $44,655,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,248,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,738 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,963,174 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,963,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $689,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,273,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,263,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,263,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,996 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,996 | TotalTaxAmt |
| Distributable Before Adj | $2,235,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,235,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,235,690 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,412,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,412,118 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,235,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $120,941 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,412,118 | QualifyingDistributionsAmt |
| Applied To Year1 | $120,941 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,235,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,487 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $55,487 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,487 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $55,487 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AID TO VICTIMS OF DOMESTIC ABUSE INC | |||||||
| PO BOX 6161 | DELRAY BEACH | FL | 33482 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $50,000 |
| BOCA HELPING HANDS | |||||||
| 1500 NW 1ST CT | BOCA RATON | FL | 33432 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $40,000 |
| BOYS & GIRLS CLUBS OF PALM BEACH COUNTY INC | |||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 33407 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $170,000 |
| BROWARD COALITION FOR THE HOMELESS INC | |||||||
| PO BOX 030177 | FORT LAUDERDALE | FL | 33303 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $75,000 |
| CARIDAD CENTER INC | |||||||
| 8645 WEST BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $90,000 |
| CHILDREN'S CASE MANAGEMENT ORGANIZATION INC | |||||||
| 3333 FOREST HILL BLVD 2ND FL | WEST PALM BEACH | FL | 33406 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $50,000 |
| CHILDREN'S SERVICES COUNCIL OF PB COUNTY | |||||||
| 2300 HIGH RIDGE ROAD | BOYNTON BEACH | FL | 33426 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $20,000 |
| CHRISTIANS REACHING OUT TO SOCIETY INC | |||||||
| 3677 23RD AVENUE S B101 | LAKE WORTH | FL | 33461 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $70,000 |
| COMMUNITY CHILD CENTER OF DELRAY BEACH INC | |||||||
| 555 NW 4TH STREET | DELRAY BEACH | FL | 33444 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $115,000 |
| COMMUNITY GREENING | |||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $25,000 |
| COVENANT HOUSE OF FLORIDA INC | |||||||
| 733 BREAKERS AVENUE | FORT LAUDERDALE | FL | 33304 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $50,000 |
| CROSSROADS FOR KIDS INC | |||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $80,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| PO BOX 899 | OSTERVILLE | MA | 02655 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $5,000 |
| DEVELOPMENT DISABILITIES MANAGEMENT ASSISTANCE INC | |||||||
| 728 MAIN STREET | MARSHFIELD | MA | 02050 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $80,000 |
| FEEDING SOUTH FLORIDA INC | |||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $80,000 |
| FLORENCE FULLER CHILD DEVELOPMENT CENTERS INC | |||||||
| 200 NE 14TH STREET | BOCA RATON | FL | 33432 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $35,000 |
| FRIENDS OF FOSTER CHILDREN OF PALM BEACH COUNTY INC | |||||||
| 4100 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33407 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $35,000 |
| GRANDMA'S PLACE INC | |||||||
| 184 SPARROW DRIVE | ROYAL PALM BEACH | FL | 33411 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $40,000 |
| HABITAT FOR HUMANITY OF SOUTH PALM BEACH COUNTY INC | |||||||
| 181 S E FIFTH AVENUE | DELRAY BEACH | FL | 33483 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $100,000 |
| HALE-BARNARD CORPORATION | |||||||
| 273 CLARENDON STREET | BOSTON | MA | 02116 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $35,000 |
| IN THE PINES INC | |||||||
| 16101 HALF MILE ROAD BLDG G | DELRAY BEACH | FL | 33446 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $35,000 |
| INTERSEMINARIAN - PROJECT PLACE | |||||||
| 1145 WASHINGTON STREET | BOSTON | MA | 02118 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $30,000 |
| LEND A HAND SOCIETY | |||||||
| 89 SOUTH STREET STE 203 | BOSTON | MA | 02111 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $40,000 |
| LIVING SKILLS IN SCHOOLS-CRC RECOVERY CTR | |||||||
| 1700 LAKE IDA ROAD | DELRAY BEACH | FL | 33445 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $50,000 |
| MAYO CLINIC - DEPARTMENT OF DEVELOPMENT | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $25,000 |
| OPPORTUNITY INC OF PALM BEACH COUNTY | |||||||
| 4171 WESTGATE AVENUE | WEST PALM BEACH | FL | 33409 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $35,000 |
| PALM BEACH COUNTY LITERACY COALITION INC | |||||||
| 3651 QUANTUM BLVD | BOYNTON BEACH | FL | 33426 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $80,000 |
| PAUL'S PLACE AFTER SCHOOL PROGRAM | |||||||
| 188 SOUTH SWINTON AVENUE | DELRAY BEACH | FL | 33444 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $40,000 |
| PINE STREET INN INC | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $50,000 |
| PLACE OF HOPE | |||||||
| 21441 BOCA RIO ROAD | BOCA RATON | FL | 33433 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $45,000 |
| ROOTS AND WINGS INC | |||||||
| 335 E LINTON BLVD | DELRAY BEACH | FL | 33483 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $40,000 |
| ROSIE'S PLACE INC | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $35,000 |
| SOS CHILDREN'S VILLAGES - FLORIDA INC | |||||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 33073 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $65,000 |
| SOUTH SHORE HABITAT FOR HUMANITY INC | |||||||
| 77 ACCORD PARK DRIVE D-7 | NORWELL | MA | 02061 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $100,000 |
| THE CENTER FOR FAMILY COUNSELING OF PB COUNTY INC | |||||||
| 4101 PARKER AVENUE | WEST PALM BEACH | FL | 33405 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $20,000 |
| THE CHILDREN'S HEALING INSTITUTE | |||||||
| 2161 PALM BEACH LAKES BLVD STE 212 | WEST PALM BEACH | FL | 33409 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $20,000 |
| THE CHILDREN'S PLACE AT HOME SAFE INC | |||||||
| 2840 SIXTH AVENUE SOUTH | LAKE WORTH | FL | 33461 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $40,000 |
| THE HOME FOR LITTLE WANDERERS INC | |||||||
| 10 GUEST STREET | BRIGHTON | MA | 02135 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $50,000 |
| THE RUSSELL EDUCATION FOUNDATION INC | |||||||
| 499 NW 70TH AVENUE SUITE 106 | PLANTATION | FL | 33317 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $50,000 |
| THE SOUP KITCHEN INC | |||||||
| PO BOX 74115 | BOYNTON BEACH | FL | 33474 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $100,000 |
| WAYSIDE HOUSE INC | |||||||
| 378 NE SIXTH AVENUE | DELRAY BEACH | FL | 33483 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $75,000 |
| WOMEN'S LUNCH PLACE INC | |||||||
| 67 NEWBURY STREET | BOSTON | MA | 02116 | NONE | 501(C)3 | GENERAL CHARITABLE PURPOSES | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,330,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,098,113 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $483 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,156,258 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,254,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,254,854 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,588 | Amt |
| Net Investment Income | $8,470 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,118 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| BOY Book Value | $39,458,216 | BOYBookValueAmt |
| EOY Book Value | $37,215,901 | EOYBookValueAmt |
| EOYFMV | $40,218,724 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FLORIDA ANNUAL REPORT | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MFO BLACKROCK FDS V HIGH YIELD | Desc |
| Revenue And Expenses Per Books | $483 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $483 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $483 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $181,130 | Amt |
| Net Investment Income | $181,130 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $78,919 | $0 | $0 |
| FOREIGN TAX PAID | $31,038 | $31,038 | $0 |
Comments