GERTRUDE E SKELLY CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GERTRUDE E SKELLY CHARITABLE FOUNDATION (EIN 65-6085406)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202313139349101361
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T10:03:41-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 275380697 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stacey L Wood CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6501 Congress Ave 100 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | 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 | 656085406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gertrude E Skelly Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERT | BusinessNameControlTxt |
| Phone | 4072374485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S Garland Avenue 17th Floor STE | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melanie Cianciotto | PersonNm |
| Person Title | VP | PersonTitleTxt |
| Phone | 4072374485 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Melanie | PersonFirstNm |
| Person Last | Cianciotto | PersonLastNm |
| 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 | Stacey L Wood | PreparerPersonNm |
| PTIN | P00149182 | PTIN |
| Phone | 5617400115 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
| 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 |
| 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 | $15,914,438 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $84,900 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84,900 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $229,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,253 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$391,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,881,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,220 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$77,635 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $522,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $147,885 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $72,464 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,421 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,875 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $88 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $88 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,906 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,906 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,252 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $325 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,927 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,771 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,771 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $159,777 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,348 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $587,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $587,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $747,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $665,848 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$824,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $440,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $212 | CashBOYAmt |
| Cash EOY | $212 | CashEOYAmt |
| Prepaid Expenses BOY | $6,000 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $1,045,829 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $519,354 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $427,281 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,025,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,190,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,176,843 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,045,009 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,573,863 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,310,314 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,122,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,283,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,914,438 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,001 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,001 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,119,055 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,280,967 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,119,055 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,280,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,122,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,283,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,119,055 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$824,912 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,294,143 | SubtotalAmt |
| Other Decreases | $13,176 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,280,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,220 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,129 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,129 | SubtotalAmt |
| Tax Based On Investment Income | $6,129 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $229 | EsPenaltyAmt |
| Tax Due | $6,358 | 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 |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Truist Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4072374485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S Garland Ave 17th Floor | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Truist Bank | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S Garland Ave 17th Floor | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 008.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $147,885 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $17,840,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,840,781 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,840,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $267,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,573,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $878,658 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $878,658 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,129 | TotalTaxAmt |
| Distributable Before Adj | $872,529 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $872,529 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $872,529 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $665,848 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $665,848 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $872,529 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $310,820 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $297,160 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $207,393 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $815,373 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $665,848 | QualifyingDistributionsAmt |
| Applied To Current Year | $665,848 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $206,681 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $206,681 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $608,692 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $104,139 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $504,553 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $297,160 | ExcessFromYear4Amt |
| Excess From Year3 | $207,393 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GE Skelly Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S Garland Ave 17th Floor | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4072374485 | RecipientPhoneNum |
| Recipient Email Address | melanie.cianciottotruist.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Submit on organizations letterhead the details of the organizations purpose and function and the methods utilized to accomplish the objectives. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | June 30th of each year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards are granted only to qualified charitable organizations that directly provide services or scholarships. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Augusta University | |||||
| 1120 15th Street | Augusta | GA | 30912 | Emergency Funds | $15,000 |
| Barry University | |||||
| 11300 NE 2 Ave | Miami Shores | FL | 33161 | Emergency Relief Fund | $15,000 |
| Berea College | |||||
| 101 Chestnut Street | Berea | KY | 40404 | Equipment Fund | $10,000 |
| Broward College Foundation | |||||
| 110 E Broward Blvd | Ft Lauderdale | FL | 33301 | SOS Fund | $15,000 |
| Caridad Center | |||||
| 8645 W Boynton Beach Blvd | Boynton Beach | FL | 33472 | Deliver Vision Care | $15,000 |
| Colby Sawyer College | |||||
| 541 Main St | New London | NH | 03257 | Emergency Fund | $15,000 |
| ECU College of Nursing | |||||
| 2205 W 5 St | Greenville | NC | 27834 | Emergency Needs | $20,000 |
| FAU - Harbor Branch | |||||
| PO Box 3091 | Boca Raton | FL | 33431 | Scholars Program | $15,000 |
| FIU | |||||
| 11200 SW 8 Street | Miami | FL | 33199 | Emergency Funds | $20,000 |
| Frontier Nursing University | |||||
| 2050 Lexington Road | Versailles | KY | 40383 | Emergency Funds | $20,000 |
| FSU | |||||
| 600 W College Ave | Tallahassee | FL | 32306 | Emergency Funds | $15,000 |
| Hacer Ministry Corp | |||||
| 2727 Georgia Ave | West Palm Beach | FL | 33405 | Health Nutrition Program | $20,000 |
| Lee University | |||||
| 1120 N Ocoee St | Cleveland | TN | 37311 | Emergency Funds | $10,000 |
| Meharry Medical College | |||||
| 1005 Dr DB Todd Jr Blvd | Nashville | TN | 37208 | Emergency Funds | $15,000 |
| Palm Beach State College Foundation | |||||
| 4200 Congress Avenue | Lake Worth | FL | 33461 | Emergency Funds | $15,000 |
| Quinnipiac University | |||||
| 275 Mount Carmel Avenue | Hamden | CT | 06518 | Emergency Funds | $20,000 |
| South Dakota State University | |||||
| 1451 Stadium Rd | Brookings | SD | 57007 | Emergency Funds | $15,000 |
| University of Central Florida | |||||
| 4000 Central FL Blvd | Orlando | FL | 32816 | Emergency Funds | $25,000 |
| University of Charleston | |||||
| 2300 MacCorkle Ave SE | Charleston | WV | 25304 | Emergency Funds | $10,000 |
| University of Cincinnati Foundation | |||||
| 2600 Clifton St | Cincinnati | OH | 45221 | Emergency Funds | $15,000 |
| University of North Georgia FDN | |||||
| 82 College Cir | Dahlonega | GA | 30597 | Emergency Funds | $12,500 |
| University of South Florida FDN | |||||
| 4202 E Fowler Ave | Tampa | FL | 33620 | Emergency Funds | $15,000 |
| Villanova University | |||||
| 800 Lancaster Ave | Villanova | PA | 19085 | Emergency Funds | $15,000 |
| Volunteers in Medicine | |||||
| 41 E Duval St | Jacksonville | FL | 32202 | Free Healthcare | $15,000 |
| Barnes-Jewish Hospital Foundation | |||||
| One Barnes Jewish Hospital Plaza | St Louis | MO | 63110 | Emergency Compassion Fund | $15,000 |
| New Opportunity School for Women | |||||
| 204 Chestnut Street | Berea | KY | 40403 | Health Care | $15,000 |
| Parent to Parent (Full Circle) | |||||
| 7990 SW 117 Avenue | Miami | FL | 33183 | Scholarships | $5,000 |
| University of Massachusetts Dartmouth | |||||
| 285 Old Wesport Rd | Dartmouth | MA | 02747 | Emergency Funds | $15,000 |
| University of North Dakota | |||||
| 264 Centennial Dr | Grand Forks | ND | 58202 | Emergency Funds | $10,000 |
| Alice Lloyd College | |||||
| 100 Purpose Rd | Pippa Passes | KY | 41844 | Scholarships | $30,000 |
| Providence St Mel | |||||
| 119 S Central Park Blvd | Chicago | IL | 60624 | Scholarships | $15,000 |
| University of Arkansas for Medical Sciences | |||||
| University of Arkansas | Fayetteville | AR | 72701 | Emergency Funds | $20,000 |
| Advent Health University | |||||
| 671 Winyah Dr | Orlando | FL | 32803 | Emergency Financial Assistance | $15,000 |
| Baptist Health FDN Southwest | |||||
| 11401 Interstate 30 Exit 128 | Little Rock | AR | 72209 | Access to healthcare | $10,000 |
| Illinois State University | |||||
| 100 N University St | Normal | IL | 61761 | Emergency Funds | $5,000 |
| Montana State University | |||||
| 201 Strand Union Building | Bozeman | MT | 59717 | Emergency Funds | $15,000 |
| Nova Southeastern University | |||||
| 3300 S University Drive | Davie | FL | 33328 | Emergency Funds | $20,000 |
| FDN For Oaklahoma City | |||||
| 1000 N Broadway Ave | Oklahoma City | OK | 73102 | Emergency Funds | $10,000 |
| Oaklahoma State University | |||||
| Stillwater | Stillwater | OK | 74078 | Emergency Funds | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $587,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,900 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,253 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$391,788 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$77,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$77,635 | 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 | Accounting Fees | CategoryTxt |
| Amt | $4,875 | Amt |
| Net Investment Income | $4,875 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | See Attached PDF | AssetDesc |
| Acquired | 2021-12 | AcquiredDt |
| Sold | 2022-12 | SoldDt |
| Gross Sales Price | $10,673,443 | GrossSalesPriceAmt |
| Basis | $11,273,451 | BasisAmt |
| Total Net | -$600,008 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds-Various | BondNm |
| EOY Book Value | $2,573,863 | EOYBookValueAmt |
| EOYFMV | $2,310,314 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Common Stocks-Various | $9,661,366 | $9,733,252 |
| Mutual Fund Equities-Various | $2,431,312 | $2,345,731 |
| Short Term Investments | $1,097,860 | $1,097,860 |
Legal Fees Schedule LegalFeesSchedule
Other Assets Schedule OtherAssetsSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Income Tax | Desc |
| Amt | $13,176 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Administrative expense | $159 | $159 |
| Misc Investment Expenses | $1,612 | $1,612 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Refundable Deposit | $3,000 | $3,000 |
| Cash Deficit | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes | CategoryTxt |
| Amt | $1,906 | Amt |
| Net Investment Income | $1,906 | NetInvestmentIncomeAmt |
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