CORNELIA T BAILEY CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CORNELIA T BAILEY CHARITABLE TRUST (EIN 65-6474256)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-23
- IRS object ID
- 202203279349100105
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-23T11:28:23-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656474256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNELIA T BAILEY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORN | BusinessNameControlTxt |
| Phone | 5615083858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 NORTH FLAGLER DRIVE 500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAYLEY LITTLE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5615083858 | PhoneNum |
| Signature | 2022-11-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAYLEY | PersonFirstNm |
| Person Last | LITTLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2022-11-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $512,417,953 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,027,133 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,904,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,925,391 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,920,080 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,941,976 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,920,080 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,852,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,845,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,148,293 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $500,889 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,647,404 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $36,957 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,696 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $33,261 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,938 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,241 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,697 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,636 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,695 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,941 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,534,664 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,441,839 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,331 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,807 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,116 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $167,464 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $167,464 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88,711 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,932 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,779 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,145,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,021,099 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,007,993 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,599,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,599,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,745,186 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,021,099 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,607,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,893,018 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,824,372 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,664,608 | CashBOYAmt |
| Cash EOY | $14,053,554 | CashEOYAmt |
| Cash EOYFMV | $14,053,554 | CashEOYFMVAmt |
| US Government Obligations BOY | $75,549,386 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $57,549,941 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $59,001,334 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $139,756,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $146,044,402 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $256,475,087 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,915,303 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $54,217,414 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,816,205 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $89,926,130 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,721,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $128,071,773 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $358,812,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $355,586,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $512,417,953 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $327,170 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,976 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $327,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,976 | 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 | $358,484,860 | RetainedEarningBOYAmt |
| Retained Earning EOY | $355,562,615 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $358,484,860 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $355,562,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $358,812,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $355,586,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $358,484,860 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,893,018 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,113 | OtherIncreasesAmt |
| Subtotal | $355,597,955 | SubtotalAmt |
| Other Decreases | $35,340 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $355,562,615 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $48,930,418 | $45,021,896 | $3,908,522 | $3,908,522 |
| CAPITAL GAINS DIVIDENDS | P | $11,558 | $11,558 | $11,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,920,080 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $136,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $136,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $136,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,016 | 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 | $180,016 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $43,457 | OverpaymentAmt |
| Applied To ES Tax | $43,457 | 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 | WWW.CTBFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | HAYLEY LITTLE | IndividualWithBooksNm |
| Phone | 5615083858 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 NORTH FLAGLER DRIVE SUITE 500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HAYLEY J LITTLE | ||||||||
| 515 NORTH FLAGLER DRIVE SUITE 500 | WEST PALM BEACH | FL | 33401 | EXECUTIVE DIRECTOR | 40.00 | $241,230 | $0 | $36,957 |
| EILEEN J DALY | ||||||||
| 515 NORTH FLAGLER DRIVE SUITE 500 | WEST PALM BEACH | FL | 33401 | CO-TRUSTEE | 20.00 | $953,531 | $0 | $0 |
| STEPHEN G VOGELSANG ESQ | ||||||||
| 515 NORTH FLAGLER DRIVE SUITE 500 | WEST PALM BEACH | FL | 33401 | CO-TRUSTEE | 20.00 | $953,531 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | |||||
| 3801 PGA BLVD STE 700 | PALM BEACH GARDENS | FL | 33410 | INVESTMENT MANAGEMENT AND FOUNDATION SERVICES | $2,348,948 |
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT MANAGEMENT AND FOUNDATION SERVICES | $164,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $480,852,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,114,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $488,967,320 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $488,967,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,334,510 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $481,632,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,081,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,081,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $136,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $136,559 | TotalTaxAmt |
| Distributable Before Adj | $23,945,082 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,945,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,945,082 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,607,593 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,607,593 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,945,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,518,025 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,607,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,518,025 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,089,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $21,855,514 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 NORTH FLAGLER DRIVE NO 500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5613083858 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE WWW.CTBFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (183 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | |||||||
| 308 N MONROE ST | TALLAHASSEE | FL | 32301 | PC | GENERAL OPERATING SUPPORT | $60,500 | |
| 211 PALM BEACHTREASURE COAST | |||||||
| 415 GATOR DR | LANTANA | FL | 33462 | PC | 211 HELPLINE | $24,600 | |
| 211 PALM BEACHTREASURE COAST | |||||||
| 415 GATOR DR | LANTANA | FL | 33462 | PC | 211 ELDER SERVICES, 211 MY FLORIDA VETERAN PROGRAM | $20,400 | |
| ADRIENNE ARSHT CENTER TRUST | |||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | PC | LEARNING THROUGH THE ARTS | $100,000 | |
| ADVOCATES FOR CLEAN AND CLEAR WATERWAYS | |||||||
| 7131 SW 8TH CT | PLANTATION | FL | 33317 | PC | OPERATING SUPPORT FOR PROGRAMS | $10,000 | |
| AFTER SCHOOL ARTS PROGRAM INC AKA ASAP | |||||||
| 6 BEE BROOK RD UNIT B | WASHINGTON DEPOT | CT | 06793 | PC | ASAP! PROGRAMS AND IN-SCHOOL OUTREACH FOR 2020-2021 | $15,000 | |
| ALUMNI & FRIENDS OF FH LAGUARDIA HIGH SCHOOL MUSIC AND ART | |||||||
| 100 AMSTERDAM AVE ROOM 853 | NEW YORK | NY | 10023 | PC | DANCE STUDIO | $50,000 | |
| AMERICAN CANCER SOCIETY THE | |||||||
| 3709 W JETTON AVE | TAMPA | FL | 33629 | PC | DR. HOLT NYU GENETIC AND PHYSICAL MECHANISMS OF ADAPTATION TO COMPRESSIVE STRESS | $792,000 | |
| ANSONIA MUSIC OUTREACH ORGANIZATION | |||||||
| 330 WADSWORTH AVE | NEW YORK | NY | 10040 | PC | ACCESS TO MUSIC PROGRAM | $25,000 | |
| ART EFFECT | |||||||
| 45 PERSHING AVE | POUGHKEEPSIE | NY | 12601 | PC | YOUTH WORKFORCE DEVELOPMENT IN ARTS AND MEDIA | $25,000 | |
| ATLANTIC THEATER COMPANY | |||||||
| 76 9TH AVE SUITE 313 | BROOKLYN | NY | 11215 | PC | STAGING SUCCESS | $25,000 | |
| BAILEY-MATTHEWS NATIONAL SHELL MUSEUM | |||||||
| 3075 SANIBEL CAPTIVA RD | SANIBEL | FL | 33957 | PC | MOLLUSKS ONLINE | $5,000 | |
| BALLET AND BEYOND NYC INC | |||||||
| 309 W 75TH ST APT 5 | NEW YORK | NY | 10023 | PC | ACADEMIC YEAR EXPANDED PROGRAM | $20,000 | |
| BALLET VERO BEACH | |||||||
| 2135 WINDWARD WAY SUITE 209 | VERO BEACH | FL | 32963 | PC | STAGE TO PAGE: LITERACY LEAPS TO LIFE THROUGH DANCE AND THE ARTS | $25,000 | |
| BALLET VERO BEACH | |||||||
| 2135 WINDWARD WAY SUITE 209 | VERO BEACH | FL | 32963 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| BIG DOG RANCH RESCUE | |||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | PC | CURRICULUM AND PROGRAM DEVELOPMENT | $10,000 | |
| BIG DOG RANCH RESCUE | |||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | PC | VETERANS DOG INITIATIVE | $100,000 | |
| BIOBUS | |||||||
| 1361 AMSTERDAM AVE SUITE 340 | NEW YORK | NY | 10027 | PC | URBAN TALES: MERGING SCIENCE AND ART IN HARLEM FOR HARLEM-AREA STUDENTS | $25,000 | |
| BIOBUS | |||||||
| 1361 AMSTERDAM AVE SUITE 340 | NEW YORK | NY | 10027 | PC | BIOBUS HARLEM SCIENCE PATHWAY | $200,000 | |
| BLOOMINGDALE SCHOOL OF MUSIC | |||||||
| 323 W 108TH ST | NEW YORK | NY | 10025 | PC | EARLY CHILDHOOD PROGRAM | $20,000 | |
| BOCA RATON PHILHARMONIC SYMPHONIA INC (DBA THE SYMPHONIA) | |||||||
| 2285 POTOMAC RD | BOCA RATON | FL | 33431 | PC | MEET THE ORCHESTRA - WHERE YOU ARE PROGRAM | $15,000 | |
| BOCA RATON PHILHARMONIC SYMPHONIA INC (DBA THE SYMPHONIA) | |||||||
| 2285 POTOMAC RD | BOCA RATON | FL | 33431 | PC | CONCERTS AND COMMUNITY PROGRAMMING FOR THE NEW NORMAL | $95,000 | |
| BOYS & GIRLS CLUBS OF MARTIN COUNTY | |||||||
| 11500 SE LARES AVE | HOBE SOUND | FL | 33455 | PC | BOYS & GIRLS CLUBS ON WHEELS | $25,000 | |
| BOYS & GIRLS CLUBS OF MARTIN COUNTY | |||||||
| 11954 SE DIXIE HWY | HOBE SOUND | FL | 33455 | PC | SUPPORT FOR ACADEMIC SUCCESS PROJECT | $25,000 | |
| BROOKLYN ARTS COUNCIL | |||||||
| 20 JAY ST SUITE 616 | BROOKLYN | NY | 11201 | PC | POETRY FOR LIFE ALZHEIMER'S POETRY PROJECT | $25,000 | |
| BUILDING FOR THE ARTS | |||||||
| 401 W 42ND ST FL 5 | NEW YORK | NY | 10036 | PC | MUSIC AND THE BRAIN: TRANSFORMATIVE MUSIC EDUCATION FOR STUDENTS IN NEED | $25,000 | |
| BUSCH WILDLIFE SANCTUARY | |||||||
| 2500 JUPITER PARK DR | JUPITER | FL | 33458 | PC | CORNELIA T. BAILEY EDUCATION CENTER | $1,000,000 | |
| CAPPELLA FESTIVA | |||||||
| 79 HAVILAND RD | POUGHKEEPSIE | NY | 12601 | PC | SOUNDS OF EARTH: RESILIENT VOICES | $8,000 | |
| CARIDAD CENTER | |||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | PC | SUPPORT FOR CARIDAD CENTER | $25,000 | |
| CARTIE | |||||||
| 326 NAVAJO LOOP | SHELTON | CT | 06484 | PC | CAPACITY BUILDING | $10,000 | |
| CATHEDRAL ARTS PROJECT | |||||||
| 207 N LAURA ST SUITE 300 | JACKSONVILLE | FL | 32202 | PC | VIRTUAL LEARNING IN THE ARTS | $25,000 | |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | PC | VIRTUAL VERTICAL TOURS | $25,000 | |
| CENTRAL FLORIDA ZOO AND BOTANICAL GARDENS | |||||||
| 3755 W SEMINOLE BLVD | SANFORD | FL | 32771 | PC | SUPPORT FOR 2021 EDUCATIONAL PROGRAMMING | $25,000 | |
| CHILDRENS GOLF FOUNDATION INC FIRST TEE - FLORIDA GOLD COAST | |||||||
| 7301 HAVERHILL RD N | WEST PALM BEACH | FL | 33412 | PC | VETERANS PROGRAMMING & LIFE SKILLS | $35,000 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 3333 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | PC | PROJECT 18 MENTORING, EDUCATION AND VOCATIONAL SUPPORT | $25,000 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 3333 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | PC | SUPPORT FOR MENTORING PROGRAMS | $25,000 | |
| CHILDREN'S MUSEUM OF THE ARTS | |||||||
| 103 CHARLTON ST | NEW YORK | NY | 10014 | PC | SUPPORT FOR FREE COMMUNITY PROGRAMS | $50,000 | |
| CHILDREN'S MUSEUM OF THE ARTS | |||||||
| 103 CHARLTON ST | NEW YORK | NY | 10014 | PC | TITLE 1 SCHOOL RESIDENCY PROGRAMS | $25,000 | |
| CHILD'S PATH INC (FORMERLY COLLIER CHILD CARE RESOURCES INC - CCCR) | |||||||
| 2335 TAMIAMI TRAIL E SUITE 504 | NAPLES | FL | 34112 | PC | "THE ART AND THE ARTISTS - EARLY CHILDHOOD ART EDUCATION FOR UNDERSERVED CHILDREN" | $25,000 | |
| CITYDANCE ENSEMBLE | |||||||
| 4000 ALBEMARLE ST NW SUITE 304 | WASHINGTON | DC | 20016 | PC | CITYDANCE DREAM SCHOOL | $25,000 | |
| CLAY ART CENTER | |||||||
| 40 BEECH ST | PORT CHESTER | NY | 10573 | PC | GROWING COMMUNITY AND CONNECTIVITY - GIVING GARDEN STAIRCASE MOSAIC | $12,000 | |
| COMMUNITY FUND OF DARIEN | |||||||
| 30 OLD KINGS HWY S | DARIEN | CT | 06820 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CONSERVIAN | |||||||
| 29859 OVERSEAS HWY BREEZY PINES 13 | BIG PINE | FL | 33043 | PC | TRAINING COURSES FOR CONSERVIAN'S FLORIDA CASUARINA BAHAMAS CASUARINA AND SHOREBIRD INITIATIVES | $57,500 | BP BOX 26 |
| COOL CULTURE | |||||||
| 80 HANSON PL SUITE 605 | BROOKLYN | NY | 11217 | PC | WE ARE ALL CURATORS | $25,000 | |
| CORAL RESTORATION FOUNDATION | |||||||
| 89111 OVERSEAS HWY | TAVERNIER | FL | 33070 | PC | LARGE-SCALE REEF RESTORATION OF FLORIDA'S CORAL REEF | $1,000,000 | |
| CREAM LITERACY ALLIANCE | |||||||
| 230 BEVERLY RD | WEST PALM BEACH | FL | 33405 | PC | HER VOICE BY TCLA | $3,000 | |
| CULTURAL COUNCIL OF PALM BEACH COUNTY | |||||||
| 601 LAKE AVE | LAKE WORTH | FL | 33460 | PC | ART FOR ALL: EXPANDING ARTS AND CULTURE INITIATIVES | $300,000 | |
| DANCE INSTITUTE OF WASHINGTON | |||||||
| 3400 14TH ST NW | WASHINGTON | DC | 20010 | PC | DIW'S HOLISTIC, EQUITABLE SCHOOL FO DANCE | $25,000 | |
| DANCE NOW ENSEMBLE | |||||||
| 100 NW 131ST ST | MIAMI | FL | 33168 | PC | MIAMI EDUCATIONAL OUTREACH PROGRAMMING | $25,000 | |
| DANCEWAVE | |||||||
| 182 4TH AVE | BROOKLYN | NY | 11217 | PC | TUITION FREE COMPANY PROGRAM | $25,000 | |
| DANCING CLASSROOMS | |||||||
| 1350 AVENUE OF THE AMERICAS 2ND | NEW YORK | NY | 10019 | PC | DANCING CLASSROOMS HOMEROOM EDITION | $25,000 | FLOOR |
| DANCING IN THE STREETS INC | |||||||
| 2825 3RD AVE SUITE 301 | BRONX | NY | 10455 | PC | IT'S SHOWTIME NYC! | $25,000 | |
| DEPOT THEATRE INC | |||||||
| 6704 MAIN ST | WESTPORT | NY | 12993 | PC | DEPOT THEATRE ACADEMY | $20,000 | |
| EARLY LEARNING COALITION OF FLAGLER AND VOLUSIA | |||||||
| 135 EXECUTIVE CIRCLE SUITE 100 | DAYTONA BEACH | FL | 32114 | PC | DOLLY PARTON'S IMAGINATION LIBRARY OF FLAGLER AND VOLUSIA | $25,000 | |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST SUITE 1501 | NEW YORK | NY | 10168 | PC | PANDEMIC-RESPONSIVE MUSIC EDUCATION PARTNERSHIPS AT BRONX TITLE I PUBLIC SCHOOLS | $25,000 | |
| EMPIRE STATE YOUTH ORCHESTRA | |||||||
| 432 STATE ST SUITE 230 | SCHENECTADY | NY | 12305 | PC | ESYO CHIME: EMPIRE STATE YOUTH ORCHESTRA CREATING HARMONY INSPIRING MUSICAL EXCELLENCE | $25,000 | |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | PC | PLANTS IN FOCUS - A STORY OF CHANGE | $32,500 | |
| FAMILY SERVICES | |||||||
| 29 N HAMILTON ST | POUGHKEEPSIE | NY | 12601 | PC | ENHANCEMENTS TO AFTERSCHOOL ARTS PROGRAMMING | $25,000 | |
| FIVE POINTS CENTER FOR THE VISUAL ARTS | |||||||
| 855 UNIVERSITY DR | TORRINGTON | CT | 06790 | PC | CAPACITY BUILDING | $50,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | |||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | PC | MARINE SEA PROGRAM EDUCATIONAL SUPPORT | $225,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 11200 SW 8TH ST MARC BUILDING 5TH | MIAMI | FL | 33199 | PC | MEDICAL CANCER RESEARCH | $200,000 | FLOOR |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 11200 SW 8TH ST MARC BUILDING 5TH | MIAMI | FL | 33199 | PC | WOMEN WRITERS IN MIAMI WOLFSONIAN PUBLIC HUMANITIES LAB | $25,000 | FLOOR |
| FLUSHING COUNCIL ON CULTURE AND THE ARTS | |||||||
| 137-35 NORTHERN BLVD | NEW YORK | NY | 11354 | PC | CALL AND RESPONSE: GRIEF, RESILIENCY AND HOPE (COMMUNITY ART EXHIBITION AND ART KITS) | $10,000 | |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FOSTER GRANTS AND GIVING | |||||||
| 547 HUNTER CIRCLE | KISSIMMEE | FL | 34758 | PC | FOSTERING HIGHER EDUCATION FOR ALL | $10,000 | |
| FOUNDATION FOR NEW EDUCATION INITIATIVES | |||||||
| 1450 NE 2ND AVE | MIAMI | FL | 33132 | PC | EAGER TO ACHIEVE: COLLEGE MAP PROGRAM PENTORING AND PREPARATION | $25,000 | |
| FRIENDS OF THE UNDERLINE | |||||||
| 80 SW 8TH ST SUITE 120 | MIAMI | FL | 33130 | PC | THE UNDERLINE FRESH AIR | $94,000 | |
| FRIENDS OF THE UNDERLINE | |||||||
| 80 SW 8TH ST SUITE 120 | MIAMI | FL | 33130 | PC | ART OF NATURE PROGRAM | $25,000 | |
| GADSDEN ARTS INC | |||||||
| 13 N MADISON ST | QUINCY | FL | 32351 | PC | ART FOR CHILDREN | $25,000 | |
| GIRLS SCOUTS OF NASSAU COUNTY | |||||||
| 110 RING RD W | GARDEN CITY | NY | 11530 | PC | PATHWAY TO ART | $20,000 | |
| GOLDEN PAWS ASSISTANCE DOGS | |||||||
| 3173 HORSESHOE DR S | NAPLES | FL | 34104 | PC | JUST IMAGINE CAMPAIGN | $250,000 | |
| GREENWICH HOUSE | |||||||
| 122 W 27TH ST 6TH FLOOR | NEW YORK | NY | 10001 | PC | GREENWICH HOUSE YOUTH COMMUNITY CENTER | $25,000 | |
| HARTFORD STAGE COMPANY | |||||||
| 50 CHURCH ST | HARTFORD | CT | 06103 | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| ICON PREPARATORY SCHOOL | |||||||
| 1906 N ROME AVE | TAMPA | FL | 33607 | PC | MARCHING RATTLERS | $25,000 | |
| INFINITY VISUAL AND PERFORMING ARTS | |||||||
| 301 E 2ND ST SUITE 101 | JAMESTOWN | NY | 14701 | PC | CULTIVATING CREATIVE COURAGE | $15,000 | |
| INTEMPO | |||||||
| 58 CHURCH ST | STAMFORD | CT | 06906 | PC | INTEMPO MUSIC SCHOOL AND SUMMER MUSIC CAMP | $20,000 | |
| INTERNATIONAL WOMEN'S WRITING GUILD | |||||||
| 5 PENN PLZ 19TH FLOOR PMB 19059 | NEW YORK | NY | 10001 | PC | INTERGENERATIONAL WRITING MENTORSHIP | $25,000 | |
| INTREPID SEA AIR AND SPACE MUSEUM | |||||||
| 86 W 46TH ST | NEW YORK | NY | 10036 | PC | INTREPID EDUCATION | $25,000 | |
| ISADORA DUNCAN DANCE FOUNDATION | |||||||
| 141 W 26TH ST 3RD FLOOR | NEW YORK | NY | 10001 | PC | COMMUNITY PROGRAM IN PARTNERSHIP WITH NY PUBLIC SCHOOLS | $5,000 | |
| JOBSITE THEATER | |||||||
| 1010 NW C MACINNES PL | TAMPA | FL | 33602 | PC | LITERATURE ALIVE! SHAKESPEARE IN SCHOOLS: ROMEO & JULIET | $25,000 | |
| JOSEPH AVENUE ARTS AND CULTURE ALLIANCE | |||||||
| 18 SYLVAN GLEN | FAIRPORT | NY | 14450 | PC | INNER CITY YOUTH PROGRAMS SUPPORT | $10,000 | |
| JOYCE THEATER FOUNDATION INC | |||||||
| 175 8TH AVE | NEW YORK | NY | 10011 | PC | THE JOYCE'S DANCE EDUCATION PROGRAM FOR SCHOOLS: LIVE-STREAMING PILOT PROJECT | $25,000 | |
| JUPITER ISLAND ARTS COUNCIL | |||||||
| 53 S BEACH RD | HOBE SOUND | FL | 33455 | PC | CORNELIA T. & GLENN W. BAILEY ART GALLERY | $1,000,000 | |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | PC | GLENN W. AND CORNELIA T. BAILEY NICHE PROGRAM | $250,000 | |
| KLEIN MEMORIAL AUDITORIUM FOUNDATION | |||||||
| 910 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | PC | KLEIN THEATRE ARTS 2021-2022 | $20,000 | |
| LADIES LEARNING TO LEAD | |||||||
| 580 APPLEYARD DR | TALLAHASSEE | FL | 32304 | PC | CAREER MENTORING AND FINANCIAL WELLNESS PROGRAM | $25,000 | |
| LEARNING THROUGH THE EXPANDED ARTS | |||||||
| 535 8TH AVE SUITE 1100 | NEW YORK | NY | 10018 | PC | LEAP LITERACY | $25,000 | |
| LIGHTHOUSE ARTCENTER | |||||||
| 373 TEQUESTA DR | TEQUESTA | FL | 33469 | PC | MATCHING GRANT FOR ART FOR ALL PROGRAM | $500,000 | |
| LINCOLN CENTER THEATER | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | PC | LINCOLN CENTER THEATER OPEN STAGES EDUCATION PROGRAM | $25,000 | |
| LITERACY COALITION OF PALM BEACH COUNTY | |||||||
| QUANTUM BLVD | BOYNTON BEACH | FL | 33426 | PC | BUILDING BETTER READERS | $25,000 | |
| LITTLE KIDS ROCK | |||||||
| 271 GROVE AVE BUILDING E-2 | VERONA | NJ | 07044 | PC | MODERN BAND MIAMI | $25,000 | |
| LOGGERHEAD MARINELIFE CENTER | |||||||
| 14200 US HIGHWAY 1 | JUNO BEACH | FL | 33408 | PC | GLENN W. AND CORNELIA T. BAILEY EDUCATION CENTER | $200,000 | |
| LOGGERHEAD MARINELIFE CENTER | |||||||
| 14200 US HIGHWAY 1 | JUNO BEACH | FL | 33408 | PC | CAPITAL CAMPAIGN | $400,000 | |
| LOGGERHEAD MARINELIFE CENTER | |||||||
| 14200 US HIGHWAY 1 | JUNO BEACH | FL | 33408 | PC | CAPITAL CAMPAIGN | $400,000 | |
| LULU & LEO FUND | |||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | PC | CHOOSE CREATIVITY | $25,000 | |
| MAGICAL JOURNEY THRU STAGES | |||||||
| 875 E MAIN ST AUDITORIUM CENTER 3RD | ROCHESTER | NY | 14605 | PC | YOUTH THEATRE IMMERSION EXPERIENCE | $12,000 | FLOOR |
| MAITLAND ART AND HISTORY MUSEUMS | |||||||
| 231 W PACKWOOD AVE | MAITLAND | FL | 32751 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MAKE-A-WISH FOUNDATION OF SOUTH FLORIDA INC | |||||||
| 4491 S STATE ROAD 7 SUITE 201 | FORT LAUDERDALE | FL | 33314 | PC | ADOPT-A-WISH | $10,000 | |
| MANHATTAN SCHOOL OF MUSIC | |||||||
| 130 CLAREMONT AVE | NEW YORK | NY | 10027 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | |||||||
| 415 CROSSWAYS PARK DR | WOODBURY | NY | 11797 | PC | THE PANCREATIC ADENOCARCINOMA SIGNATURE STRATIFICATION (PASS) CLINICAL TRIAL | $150,000 | |
| MAY SANDS MONTESSORI SCHOOL | |||||||
| 1400 UNITED ST SUITE 110 | KEY WEST | FL | 33040 | PC | ARTS ENRICHMENT PROGRAM | $25,000 | |
| MC MILLER MIDDLE SCHOOL PTSO | |||||||
| 65 FORDING PLACE RD | LAKE KATRINE | NY | 12449 | PC | ADDITIONAL CHROMEBOOKS FOR MC MILLER MIDDLE SCHOOL STUDENTS | $25,000 | |
| METROPOLITAN MUSEUM OF ART THE | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10024 | PC | TEACHING & LEARNING AT THE MET | $25,000 | |
| METROPOLITAN OPERA LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | PC | SATURDAY MATINEE RADIO BROADCASTS | $250,000 | |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | PC | MIAMI CITY BALLET COMMUNITY ENGAGEMENT PROGRAMS | $75,000 | |
| MIAMI DADE COLLEGE FOUNDATION | |||||||
| 300 NE 2ND AVE FREEDOM TOWER 7TH | MIAMI | FL | 33132 | PC | GENERATION GENIUS AUTHORS (GGA) | $20,000 | FLOOR |
| MILAGRO FOUNDATION | |||||||
| 695 AUBURN AVE | DELRAY BEACH | FL | 33444 | PC | COMMUNITY AND ART TOGETHER | $25,000 | |
| MISSION SOCIETY OF NEW YORK CITY | |||||||
| 646 MALCOLM X BLVD | NEW YORK | NY | 10037 | PC | POWER ACADEMY | $25,000 | |
| MOCA WESTPORT | |||||||
| 19 NEWTOWN TPKE | WESTPORT | CT | 06880 | PC | MOCA ACADEMY | $25,000 | |
| MOUNTS BOTANICAL GARDEN FRIENDS OF | |||||||
| 559 N MILITARY TRAIL | WEST PALM BEACH | FL | 33415 | PC | VISITOR AND EDUCATION CENTER RENOVATION CAPITAL CAMPAIGN | $50,000 | |
| NATIONAL LEAGUE OF AMERICAN PEN WOMEN-SARASOTA BRANCH | |||||||
| 3943 RIVERVIEW BLVD | BRADENTON | FL | 34209 | PC | LAUNCHING LEADERS IN THE ARTS | $10,000 | |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW | WASHINGTON | DC | 20005 | PC | CAPITAL IMPROVEMENTS TO EVERGLADES PARK BUILDINGS, TRAILS AND PARKING | $350,000 | |
| NEW CITY KIDS | |||||||
| 240 FAIRMOUNT AVE | JERSEY CITY | NJ | 07306 | PC | NEW JERSEY YOUTH AFTER SCHOOL MUSIC PROGRAM | $75,000 | |
| NEW YORK CHILDREN'S THEATER | |||||||
| 340 E 46TH ST | NEW YORK | NY | 10017 | PC | ARTS-IN-EDUCATION AND AUDIENCE ENGAGEMENT INITIATIVES | $25,000 | |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | NYCB RESIDENCY PROGRAMS | $25,000 | |
| NEW YORK SHAKESPEARE FESTIVAL DBA THE PUBLIC THEATER | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | PC | HUNTS POINT CHILDREN'S SHAKESPEARE ENSEMBLE AND TEACHING TEACHERS | $25,000 | |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | PC | NEW YORK THEATRE WORKSHOP'S 2020/21 SEASON | $25,000 | |
| NEW YORK YOUTH SYMPHONY | |||||||
| 110 W 40TH ST SUITE 1503 | NEW YORK | NY | 10018 | PC | NY YOUTH SYMPHONY MUSICAL THEATER SONGWRITING PROGRAM | $20,000 | |
| NICKLAUS CHILDREN'S HEALTH CARE FOUNDATION | |||||||
| 11770 US HIGHWAY 1 | NORTH PALM BEACH | FL | 33408 | PC | PERSONALIZED MEDICINE INITIATIVE | $200,000 | |
| NICKLAUS CHILDREN'S HEALTH CARE FOUNDATION | |||||||
| 11770 US HIGHWAY 1 | NORTH PALM BEACH | FL | 33408 | PC | PERSONALIZED MEDICINE INITIATIVE | $200,000 | |
| NOEL POINTER FOUNDATION THE | |||||||
| 1368 FULTON ST | BROOKLYN | NY | 11216 | PC | ON-CAMPUS STRINGS PROGRAMMING | $25,000 | |
| NORTHEND RISE | |||||||
| 723 39TH ST | WEST PALM BEACH | FL | 33407 | PC | RISE TO THE OCCASION BACK TO SCHOOL BASH | $25,000 | |
| NORTHEND RISE | |||||||
| 723 39TH ST | WEST PALM BEACH | FL | 33407 | PC | NEW PROGRAM EAGER TO LEARN PALM BEACH LAKES HIGH SCHOOL | $25,000 | |
| NORWALK HOSPITAL FOUNDATION | |||||||
| 30 STEVENS ST | NORWALK | CT | 06850 | PC | A PANCREATIC SCREENING STUDY IN HIGH-RISK INDIVIDUALS INCLUDING THOSE WITH RECENT-ONSET DIABETES | $100,000 | |
| ONLY MAKE BELIEVE | |||||||
| 121 W 27TH ST SUITE 403 | NEW YORK | NY | 10001 | PC | INTERACTIVE THEATRE FOR CHILDREN IN HOSPITALS, CARE FACILITIES, AND SPECIAL EDUCATION PROGRAMS | $25,000 | |
| ORLANDO BALLET | |||||||
| 600 N LAKE FORMOSA DR | ORLANDO | FL | 32803 | PC | STEPS PROGRAM SUPPORT | $25,000 | |
| ORLANDO PHILHARMONIC ORCHESTRA | |||||||
| 425 N BUMBY AVE | ORLANDO | FL | 32803 | PC | 2021 YOUNG PEOPLE'S CONCERT | $25,000 | |
| ORLANDO SCIENCE CENTER | |||||||
| 777 E PRINCETON ST | ORLANDO | FL | 32803 | PC | ORLANDO SCIENCE CENTER'S DESIGN ZONE ART PROGRAM | $25,000 | |
| PALM BEACH COUNTY FOOD BANK | |||||||
| 525 GATOR DR | LANTANA | FL | 33462 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PALM BEACH DRAMAWORKS | |||||||
| 201 CLEMATIS ST | WEST PALM BEACH | FL | 33401 | PC | 2021-2022 MAINSTAGE SEASON | $250,000 | |
| PALM BEACH INSTITUTE FOR THE ENTERTAINMENT ARTS | |||||||
| 115 US HIGHWAY 1 | NORTH PALM BEACH | FL | 33408 | PC | INTERSECTION OF LINCOLN AND PARKS FILM | $20,000 | |
| PALM BEACH OPERA | |||||||
| 1800 S AUSTRALIAN AVE | WEST PALM BEACH | FL | 33409 | PC | 75% SHOW UNDERWRITING / 25% APPRENTICE ARTIST PROGRAM | $1,000,000 | |
| PALM BEACH SYMPHONY | |||||||
| 400 HIBISCUS ST SUITE 100 | WEST PALM BEACH | FL | 33401 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PENFAULKNER FOUNDATION | |||||||
| 241 S ST NW 3RD FLOOR | WASHINGTON | DC | 20001 | PC | WRITERS IN SCHOOLS | $20,000 | |
| PERSON TO PERSON | |||||||
| 1864 POST RD | DARIEN | CT | 06820 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PLATFORM ART INC | |||||||
| 120 E PINE ST SUITE 3 | LAKELAND | FL | 33801 | PC | PLATFORMKIDS 2021/2022 BUFFALO SOLDIER SCULPTURE PROJECT | $25,000 | |
| PRATT INSTITUTE | |||||||
| 200 WILLOUGHBY AVE | BROOKLYN | NY | 11205 | PC | DESIGN INITIATIVE FOR COMMUNITY EMPOWERMENT (DICE) AND THE PRATT YOUNG SCHOLARS PROGRAM | $25,000 | |
| PROJECTART ART CREATES US | |||||||
| 247 WATER ST SUITE 403 | BROOKLYN | NY | 11201 | PC | PROJECTART MIAMI | $25,000 | |
| PUBLICOLOR INC | |||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | PC | DESIGN BASED LEARNING AT-RISK MIDDLE AND HIGH SCHOOL KIDS | $50,000 | |
| PUNTA GORDA SYMPHONY | |||||||
| 6210 SCOTT ST SUITE 213 | PUNTA GORDA | FL | 33950 | PC | SCHOOL VISITS FOR INTERACTIVE CONCERT | $25,000 | |
| PURCHASE COLLEGE FOUNDATION | |||||||
| 735 ANDERSON HILL RD | PURCHASE | NY | 10577 | PC | EDUCATION AND ENGAGEMENT AT THE PERFORMING ARTS CENTER, PURCHASE COLLEGE | $25,000 | |
| PUSH PHYSICAL THEATRE | |||||||
| 50 N PLYMOUTH AVE | ROCHESTER | NY | 14614 | PC | PUSH ARTIST-IN-RESIDENCE WITH VILLA OF HOPE | $24,100 | |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PC | ARTS EDUCATION AND OUTREACH PROGRAM | $500,000 | |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PC | THE WRITERS' ACADEMY | $25,000 | |
| REDLAND CHRISTIAN ACADEMY | |||||||
| 17700 SW 280TH ST | HOMESTEAD | FL | 33031 | PC | RCA'S STEM PROGRAM | $43,000 | |
| RESEARCH FOUNDATION OF CUNY | |||||||
| 230 W 41ST ST 7TH FLOOR | NEW YORK | NY | 10036 | PC | LITERATE FAMILIES (LITFAM) | $25,000 | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 116 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | PC | GATHERING STORIES: A DIGITAL STORYTELLING WORKSHOP EXPERIENCE FOR YOUNG WOMEN | $23,000 | |
| SARASOTA BALLET OF FLORIDA | |||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | DANCE-THE NEXT GENERATION | $25,000 | |
| SAWGRASS NATURE CENTER AND WILDLIFE HOSPITAL (CORAL SPRINGS) | |||||||
| 3000 SPORTSPLEX DR | CORAL SPRINGS | FL | 33065 | PC | GENERAL OPERATING SUPPORT | $14,000 | |
| SAWGRASS NATURE CENTER AND WILDLIFE HOSPITAL (CORAL SPRINGS) | |||||||
| 3000 SPORTSPLEX DR | CORAL SPRINGS | FL | 33065 | PC | CAPITAL IMPROVEMENTS | $75,000 | |
| SCHOOLYARD FILMS | |||||||
| 114 VALENCIA BLVD | JUPITER | FL | 33458 | PC | PLASTICS AND OUR FRAGILE EARTH: A FILM SERIES | $45,000 | |
| SEE FOREVER FOUNDATION | |||||||
| 5600 E CAPITOL ST NE | WASHINGTON | DC | 20019 | PC | MUSICAL EXPRESSIONS AT MAYA ANGELOU ACADEMY | $25,000 | |
| SILVERMINE GUILD ART CENTER | |||||||
| 1037 SILVERMINE RD | NEW CANAAN | CT | 06840 | PC | ART PARTNERS OUTREACH EDUCATION: CONNECTICUT YOUTH THRIVING THROUGH THE ARTS | $25,000 | |
| SOCIETY OF ILLUSTRATORS INC | |||||||
| 128 E 63RD ST | NEW YORK | NY | 10065 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SOCIETY OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PC | FOUR ARTS FOR EVERYONE GIFTS | $750,000 | |
| SOCIETY OF THE THIRD STREET MUSIC SCHOOL SETTLEMENT | |||||||
| 235 E 11TH ST | NEW YORK | NY | 10003 | PC | THIRD STREET PARTNERS | $25,000 | |
| SOLOMON R GUGGENHEIM FOUNDATION AND MUSEUM | |||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | PC | LEARNING THROUGH ART | $25,000 | |
| SOUTH FLORIDA PBS (WPBT) | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | PC | SOUTH FLORIDA PBS ARTS AND CULTURE PROGRAMMING | $250,000 | |
| SOUTH FLORIDA SCIENCE CENTER AND AQUARIUM | |||||||
| 4801 DREHER TRAIL N | WEST PALM BEACH | FL | 33405 | PC | THE CORAL REEF RESTORATION EXHIBITION | $250,000 | |
| ST PETERSBURG OPERA COMPANY | |||||||
| 2145 1ST ST S | ST PETERSBURG | FL | 33705 | PC | PINOCCHIO - AN OPERA FOR CHILDREN | $24,000 | |
| STEPPING STONES MUSEUM FOR CHILDREN | |||||||
| 303 WEST AVE | NORWALK | CT | 06850 | PC | CELEBRATE ART FROM AROUND THE WORLD | $25,000 | |
| SUNCOAST HIGH SCHOOL FOUNDATION | |||||||
| 1717 AVENUE S | RIVIERA BEACH | FL | 33404 | PC | CTB WOMEN WHO WRITE AT SUNCOAST COMMUNITY HIGH SCHOOL | $24,500 | |
| SUPPORT OUR SCHOLARS | |||||||
| 400 N NEW YORK AVE SUITE 210 | WINTER PARK | FL | 32789 | PC | SUPPORT OUR SCHOLARS ATTENDING UNIVERSITY | $25,000 | |
| SYMPHONIC BAND OF THE PALM BEACHES | |||||||
| 3200 SUMMIT BLVD SUITE 16976 | WEST PALM BEACH | FL | 33406 | PC | MUSIC, EDUCATION AND LEADERSHIP PROGRAM | $43,000 | |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | QUEENS | NY | 11106 | PC | GLOBAL ARTS: CULTURAL LITERACY & HERITAGE | $25,000 | |
| TAMPA BAY PERFORMING ARTS CENTER DBA STRAZ CENTER | |||||||
| 1010 N W C MACINNES PL | TAMPA | FL | 33602 | PC | ARTS EDUCATION & COMMUNITY ENGAGEMENT PROGRAM | $25,000 | |
| TEATOWN LAKE RESERVATION | |||||||
| 1600 SPRING VALLEY RD | OSSINING | NY | 10562 | PC | ENVIRONMENTAL EDUCATION DISTANCE LEARNING PROGRAM | $10,000 | |
| THEATRE FOR A NEW AUDIENCE | |||||||
| 154 CHRISTOPHER ST SUITE 3D | NEW YORK | NY | 10014 | PC | THEATRE FOR A NEW AUDIENCE ARTS IN EDUCATION PROGRAMS | $25,000 | |
| THEATRE LAB SCHOOL OF THE DRAMATIC ARTS | |||||||
| 900 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | YOUTH LIFE STORIES DRAMA OUTREACH PROGRAM | $20,000 | |
| TICKETS FOR KIDS CHARITIES | |||||||
| 700 COCOANUT AVE UNIT 112 | SARASOTA | FL | 34236 | PC | FLORIDA INSPIRATION INITIATIVE | $25,000 | |
| URBAN ARTS PARTNERSHIP | |||||||
| 39 W 19TH ST 5TH FLOOR | NEW YORK | NY | 10011 | PC | SCHOOL OF INTERACTIVE ARTS (SIA) CLASSROOM | $25,000 | |
| USO THE | |||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | PC | NEW USO CENTER AT EGLIN AIR FORCE BASE | $810,000 | |
| VAN WEZEL FOUNDATION INC | |||||||
| 777 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | ARTWORKS ANYWHERE | $25,000 | |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | PC | CORNELIA T. BAILEY GLOBAL FLORA MEZZANINE AND PERFORMANCE SPACE | $500,000 | |
| WEST PALM BEACH POLICE ATHLETIC LEAGUE | |||||||
| 720 N TAMARIND AVE | WEST PALM BEACH | FL | 33401 | PC | AFTERSCHOOL ARTS OUTREACH | $30,000 | |
| WLIW NEW YORK | |||||||
| 825 8TH AVE 14TH FLOOR | BROOKLYN | NY | 11215 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| WNET NEW YORK | |||||||
| 825 8TH AVE 14TH FLOOR | BROOKLYN | NY | 11215 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM | |||||||
| 8400 NW 36TH ST SUITE 450 | DORAL | FL | 33166 | PC | NEW ERA WOMEN WRITERS PROGRAM | $25,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| 659 GEORGE ST SLB H200 | NEW HAVEN | CT | 06511 | PC | ART THERAPY PROMOTES CREATIVE SELF-EXPRESSION AND LEARNING IN HOSPITALIZED YOUTH: ADDRESSING EMOTIONAL AND BEHAVIORAL HEALTH NEEDS | $25,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF NYC | |||||||
| 50 BROADWAY 22ND FLOOR | NEW YORK | NY | 10310 | PC | COLLEGE KNOWLEDGE CAMP | $25,000 | |
| YOUTH FX | |||||||
| 25 WARREN ST | ALBANY | NY | 12203 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| YWCA OF PALM BEACH COUNTY | |||||||
| 1016 N DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | CAPITAL IMPROVEMENTS | $542,500 | |
| YWCA SOUTH FLORIDA INC | |||||||
| 351 NW 5TH ST | MIAMI | FL | 33128 | PC | ECONOMIC EMPOWERMENT INITIATIVES | $360,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,599,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WELLESLEY COLLEGE | ||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | PC | CORNELIA T. BAILEY GLOBAL FLORA MEZZANINE AND PERFORMANCE SPACE | $1,500,000 |
| BUSCH WILDLIFE SANCTUARY | ||||||
| 2500 JUPITER PARK DR | JUPITER | FL | 33458 | PC | CORNELIA T. BAILEY EDUCATION CENTER | $1,000,000 |
| LIGHTHOUSE ARTCENTER | ||||||
| 373 TEQUESTA DR | TEQUESTA | FL | 33469 | PC | MATCHING GRANT FOR ART FOR ALL PROGRAM | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,904,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,920,080 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,825,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,825,035 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF CORNELIA T BAILEY | |||||||
| 1 | 515 NORTH FLAGLER DRIVE SUITE 260 | WEST PALM BEACH | FL | 33401 | $5,247,633 | Yes (X) | |
| ESTATE OF CORNELIA T BAILEY | |||||||
| 2 | 515 NORTH FLAGLER DRIVE SUITE 260 | WEST PALM BEACH | FL | 33401 | $779,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PENNSYLVANIA ST 5.0% DUE 11-15-2021 BONDS | NoncashPropertyDesc |
| Fair Market Value | $779,500 | FairMarketValueAmt |
| Received | 2021-05-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,636 | Amt |
| Net Investment Income | $6,695 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,941 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SUPPLEMENTARY INFORMATION - GRANTS & CONTRIBUTIONS PAID DURING THE YEAR | FORM 990-PF, PART XIV, LINE 3 | P/ARTS PROGRAM: THE PHILANTHROPIC ARTS PROGRAM ("P/ARTS PROGRAM") WAS LAUNCHED BY THE FOUNDATION IN 2019 TO ENCOURAGE PARTNERSHIPS WITHIN THE PHILANTHROPIC, ARTS AND EDUCATION COMMUNITIES. THE GOAL OF THE P/ARTS PROGRAM IS TO HELP CATALYZE NON-PROFIT, TAX-EXEMPT PUBLIC CHARITIES, ACCREDITED SCHOOLS, UNIVERSITIES, AND GOVERNMENT OR PUBLIC AGENCIES TO IMPLEMENT OR ENHANCE PROGRAMS UTILIZING ART AND ART EDUCATION IN DAILY CURRICULA, EARLY CHILDHOOD EDUCATION AND TO ASSIST ALTERNATIVE LEARNERS. ORGANIZATIONS APPLYING FOR P/ARTS FUNDING MUST BE ACCREDITED ORGANIZATIONS WHO ARE USING THE PERFORMING AND VISUAL ARTS EDUCATION TO HELP ENHANCE AND/OR TRANSFORM EXISTING OUTDATED PUBLIC SCHOOL CURRICULA, MOTIVATE AND ENGAGE CHILDRENS AND STUDENTS WHILE HELPING TO DEEPEN PROFESSIONAL DEVELOPMENT FOR TEACHERS, PROFESSORS AND CHILDCARE WORKERS WHILE LINKING SCHOOL AND HOME. OUR PROGRAM SEEKS TO USE EVIDENCE-BASED, ARTS-BASED INSTRUCTION TO HELP CLOSE THE EDUCATION ACHIEVEMENT GAP.EAGER TO LEARN PROGRAM: OUR EAGER TO LEARN PROGRAM WAS CREATED TO PROVIDE ASSISTANCE TO OUR REGION'S COLLEGE AND CAREER-MINDED LEARNERS. THROUGH THIS PROGRAM WE WILL ENSURE STUDENTS FROM EVERY SOCIOECONOMIC BACKGROUND HAVE ACCESS TO THE HIGHEST QUALITY SAT AND ACT PREPARATION MATERIALS AND TUTORS AS WELL AS INFORMATION ON ALTERNATIVE CAREER PATHS. WE FORMED THE ETL PROGRAM TO PARTNER WITH ORGANIZATIONS WHO ARE POISED TO PROVIDE THESE SERVICES OR WHO ARE ALREADY WORKING WITH STUDENTS TO RAISE SCORES ON THE ACT AND SAT TESTS OR WHO ARE WORKING WITH TEENS TO EDUCATE THEM ON THE OPPORTUNITIES AVAILABLE TO SKILLED WORKERS AND TRADESPEOPLE. WE WANT TO EMPOWER STUDENTS BY PROVIDING THEM WITH FAIR AND EQUAL OPPORTUNITIES TO GET INTO THE BEST COLLEGES AND UNIVERSITIES AND POSITION THEM TO BE OFFERED SCHOLARSHIPS AND TUITION PACKAGES BY RAISING THEIR SCORES OR TO PURSUE CAREER ORIENTED TRADE SCHOOLS.NEW ERA WRITERS PROGRAM: THE PURPOSE OF THE NEW ERA WRITERS PROGRAM IS TO INSPIRE THOSE WHO WANT TO LEARN TO WRITE OR TO BE SUPPORTED IN IMPROVING THEIR CURRENT ABILITIES FOR THE ULTIMATE GOAL OF PROFESSIONALIZING AND LEARNING THE BUSINESS OF WRITING. OUR FOUNDATION BELIEVES THAT ONE OF THE MOST IMPORTANT SKILLS IN LIFE THAT ONE CAN ATTAIN IS LEARNING TO BE AN EFFECTIVE WRITER AND COMMUNICATOR. WE SUPPORT PROGRAMS THAT WILL PROVIDE LEARNERS WITH THE KNOWLEDGE AND SKILLS TO EXPRESS ONESELF THROUGH THE ART OF WRITING AND TO ENCOURAGE HIGHER LEVELS OF TRAINING DESIGNED TO ASSIST LEARNERS IN DELIVERING CLEAR AND PERSUASIVE ARGUMENTS FOR CHANGE AND EQUALITY AND TO BE ABLE TO MAKE A CAREER AS A PROFESSIONAL WRITER. |
| FORM AND CONTENT OF APPLICATIONS | PART XIV, LINE 2B | POTENTIAL GRANTEE'S SHOULD VISIT THE FOUNDATION'S WEBSITE AT WWW.CTBFOUNDATION.ORG AND FIRST PASS THE ELIGIBILITY QUIZ AND REVIEW THE FOUNDATION'S FAQ. AFTER SUCCESSFULLY COMPLETING BOTH THE ELIGIBILITY QUIZ AND FAQ POTENTIAL GRANTEES SHOULD SUBMIT A LETTER OF INQUIRY FOR GENERAL BUDGET GRANTS. THE LETTER OF INQUIRY FORM IS AVAILABLE ON OUR WEBSITE AND WELCOMES LOIS YEAR-ROUND FROM ELIGIBLE ORGANIZATIONS SEEKING FUNDS FOR WORK THAT FITS WITHIN OUR FOUNDATION'S MISSION AND GUIDELINES. |
| RESTRICTIONS AND LIMITATIONS ON AWARDS | PART XIV, LINE 2D | APPLICATIONS FOR THE P/ARTS, NEW ERA AND EAGER PROGRAMS MUST MEET THE FOLLOWING CRITERIA: BE PRINCIPALLY LOCATED IN FLORIDA, NEW YORK, CONNECTICUT, OR WASHINGTON D.C., HAVE PROOF OF LOCAL PARTNERSHIPS AND PROGRAM SPACE, AND BE ABLE TO SHOW IN YOUR FINAL REPORT THAT THE PROPOSED OR EXISTING PROGRAM IMPACTED AT LEAST 30 PARTICIPANTS WITHIN THE FIRST 6 MONTHS OF THE IMPLEMENTATION OF THE PROGRAM AND NO LESS THAN 60 PARTICIPANTS BY THE DUE DATE OF THE ANNUAL REPORT, AND SUBMIT A GRANT REPORT WITHIN 12 MONTHS OF RECEIVING THE GRANT CHECK.THE P/ARTS PROGRAM WAS CREATED TO ENCOURAGE PARTNERSHIPS WITHIN THE PHILANTHROPIC, ARTS AND EDUCATION COMMUNITIES. YOU MUST BE AN ACCREDITED 501(C)(3) ORGANIZATION WHO IS USING PERFORMING AND/OR VISUAL ARTS EDUCATION TO:ENHANCE OR TRANSFORM EXISTING OUTDATED PUBLIC-SCHOOL CURRICULA, MOTIVATE & ENGAGE CHILDREN, STUDENTS AND ALTERNATIVE LEARNERS, DEEPEN PROFESSIONAL DEVELOPMENT FOR TEACHERS, PROFESSORS OR CHILDCARE WORKERS, LINK SCHOOL AND HOME, USE EVIDENCE-BASED, ART-BASED INSTRUCTION ANDHELP TO CLOSE THE EDUCATION ACHIEVEMENT GAP. THE FOUNDATION GENERALLY REVIEWS UNSOLICITED LOI THROUGH THE END OF NOVEMBER. INQUIRIES SUBMITTED BETWEEN NOVEMBER 17TH AND DECEMBER 31ST MAY BE HELD FOR CONSIDERATION UNTIL THE FOLLOWING YEAR.GRANT APPLICATIONS AFTER A SUCCESSFUL LETTER OF INQUIRY APPLICATION MUST MEET THE FOLLOWING CRITERIA: BE PRINCIPALLY LOCATED IN FLORIDA, NEW YORK, CONNECTICUT OR WASHINGTON D.C., NOT REQUIRE A FISCAL SPONSOR AND HAVE AN ANNUAL BUDGET OF AT LEAST $80,000. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO & CO | $1,071,437 | $1,050,968 |
| JOHN DEERE CAPITAL CORP | $1,000,061 | $1,000,450 |
| BANK OF AMERICA CORP | $1,001,506 | $1,002,810 |
| INTERNATIONAL BUSINESS MACHINES CORP | $1,019,484 | $1,038,950 |
| AMERIPRISE FINANCIAL INC | $1,008,575 | $1,054,490 |
| 037833CR9 - APPLE INC 3.2% DUE 05-11-2027/05-11-2017REG | $1,931,420 | $2,158,244 |
| 19416QEG1 - COLGATE-PALMOLIVE CO MEDIUM TERM NTS BOOK ENTRY 3.25% DUE 03-15- | $2,003,875 | $2,097,233 |
| 437076BK7 - HOME DEPOT INC 3.35% DUE 09-15-2025/09-15-2015 REG | $1,986,720 | $2,136,006 |
| 57636QAB0 - MASTERCARD INC 3.375% DUE 04-01-2024 BEO | $2,003,035 | $2,104,826 |
| 58933YAX3 - MERCK & CO INC NEW 3.4% DUE 03-07-2029/03-07-2019 REG | $499,830 | $544,403 |
| SPCL1 - CHEVRON CORP NEW 3.326% DUE 11-17-2025/11-17-2015 BEO | $1,976,120 | $2,135,278 |
| 931142EK5 - WALMART INC 3.4% DUE 06-26-2023/06-27-2018 REG | $2,007,992 | $2,080,672 |
| DISNEY WALT CO 2.2% DUE 01-13-2028 REG | $2,004,806 | $2,038,779 |
| HONEYWELL INTL INC 1.95% DUE 06-01-2030 | $2,033,648 | $1,990,534 |
| ALTRIA GROUP INC | $1,001,689 | $1,013,670 |
| CATERPILLAR FINANCIAL SERVICES CORP | $1,041,713 | $1,034,590 |
| STATE STREET CORP | $1,014,809 | $1,031,200 |
| AMERICAN HONDA FINANCE CORP | $1,016,819 | $1,040,940 |
| HUNTINGTON NATIONAL BANK | $1,053,072 | $1,043,830 |
| GOLDMAN SACHS GROUP INC | $1,026,605 | $1,049,230 |
| TORONTO-DOMINION BANK | $1,054,878 | $1,045,180 |
| GILEAD SCIENCES INC | $1,059,680 | $1,051,350 |
| FLORIDA POWER & LIGHT CO | $1,056,355 | $1,042,080 |
| MAGNA INTERNATIONAL INC | $1,064,776 | $1,051,920 |
| AMERICAN EXPRESS CO | $1,057,350 | $1,048,240 |
| CONSOLIDATED EDISON CO OF NEW YORK INC | $1,061,802 | $1,050,220 |
| APPLE INC | $1,062,007 | $1,041,030 |
| CHARLES SCHWAB CORP | $1,069,464 | $1,051,510 |
| EXXON MOBILE CORP | $1,069,180 | $1,051,330 |
| BP CAPITAL MARKETS AMERICA INC | $1,066,695 | $1,054,360 |
| PEPSICO INC | $1,065,424 | $1,046,790 |
| ANTHEM INC | $1,029,474 | $1,026,070 |
| LOCKHEED MARTIN CORP | $1,026,577 | $1,018,310 |
| BERKSHIRE HATHAWAY ENERGY CO | $1,057,979 | $1,045,080 |
| DUPONT DE NEMOURS INC | $1,057,868 | $1,057,580 |
| ORACLE CORP | $1,059,555 | $1,045,630 |
| BANK OF NEW YORK MELLON CORP/THE | $1,068,729 | $1,049,540 |
| STRYKER CORP | $1,081,582 | $1,066,410 |
| TWDC ENTERPRISES 18 CORP | $1,081,286 | $1,058,360 |
| UNITEDHEALTH GROUP INC | $1,080,909 | $1,069,430 |
| TRUIST BANK | $1,086,316 | $1,063,890 |
| JPMORGAN CHASE & CO | $1,081,055 | $1,060,970 |
| PRINCIPAL FINANCIAL GROUP INC | $1,076,183 | $1,051,580 |
| SCHWAB CHARLES CORP NEW 2.3% DUE 05-13-2031 BEO | $2,039,074 | $2,022,242 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY (MMM) | $800,029 | $888,148 |
| A O SMITH CORP (AOS) | $685,884 | $1,287,750 |
| ABBOTT LABORATORIES (ABT) | $390,724 | $1,337,030 |
| ABBVIE INC COM (ABBV) | $419,689 | $1,286,300 |
| AFLAC INCORPORATED (AFL) | $664,773 | $1,167,800 |
| AIR PROD & CHEM INC (APD) | $409,390 | $1,140,975 |
| ARCHER DANIELS MIDLAND (ADM) | $858,436 | $1,351,800 |
| AUTOMATIC DATA PROCESSING INC (ADP) | $611,229 | $1,479,480 |
| BECTON DICKINSON & CO (BOX) | $618,550 | $1,068,790 |
| BROWN FORMAN CORP CL B (BF'B) | $493,500 | $837,890 |
| CATERPILLAR INC (CAT) | $780,132 | $1,240,440 |
| CHEVRON CORP (CVX) | $1,101,646 | $1,290,850 |
| CHUBB LTD (CB) | $954,419 | $1,353,170 |
| CINCINNATI FINANCIAL OHIO (CINF) | $521,082 | $1,082,335 |
| CINTAS CORP (CTAS) | $176,014 | $1,218,718 |
| CLOROX CO (CLX) | $793,603 | $1,046,160 |
| COCA COLA CO (KO) | $562,621 | $1,065,780 |
| COLGATE PALMOLIVE CO (CL) | $716,001 | $938,740 |
| CONSOLIDATED EDISON INC. (ED) | $925,094 | $1,151,820 |
| DOVER CORP (DOV) | $415,804 | $1,271,200 |
| ECOLAB INC (ECL) | $405,248 | $879,713 |
| EMERSON ELECTRIC CO (EMR) | $617,333 | $976,185 |
| EXXON MOBIL CORP (XOM) | $1,150,173 | $1,070,825 |
| GENL DYNAMICS CORP (GD) | $1,112,186 | $1,355,055 |
| GENUINE PARTS CO (GPC) | $892,375 | $1,402,000 |
| HORMEL FOODS CORPORATION (HRL) | $690,672 | $902,985 |
| ILL TOOL WORKS INC (ITW) | $433,067 | $1,110,600 |
| JOHNSON & JOHNSON (JNJ) | $755,673 | $1,154,723 |
| KIMBERLY CLARK CORP (KMB) | $959,364 | $1,179,090 |
| LEGGETT & PLATT INC (LEG) | $768,129 | $823,200 |
| LINDE PLC (LIN) | $572,093 | $1,210,180 |
| LOWES COMPANIES INC (LOW) | $284,996 | $1,550,880 |
| MC CORMICKAND CO NON VOTING (MKC) | $570,803 | $1,062,710 |
| MC DONALDS CORP (MCD) | $444,328 | $1,139,298 |
| MEDTRONIC PLC SHS (MDD) | $743,079 | $931,050 |
| NUCOR CORPORATION (NUE) | $665,093 | $1,598,100 |
| PENTAIR PLC (PNR) | $489,000 | $912,875 |
| PEOPLE'S UNITED FINANCIAL INC. (PBCD | $803,403 | $891,000 |
| PEPSICO INC NC (PEP) | $712,025 | $1,302,825 |
| PPG INDUSTRIES INC (PPG) | $711,667 | $1,207,080 |
| PROCTER & GAMBLE (PG) | $486,152 | $1,226,850 |
| ROPER TECHNOLOGIES, INC. (ROP) | $680,139 | $1,106,685 |
| S&P GLOBAL INC COM (SPGI) | $256,004 | $1,297,808 |
| SHERWIN WILLIAMS COMPANY OHIO (SHW) | $294,521 | $1,426,248 |
| STANLEY BLACK & DECKER INC (SWK) | $486,336 | $943,100 |
| SYSCO CORP (SVV) | $469,552 | $942,600 |
| T ROWE PRICE GROUP INC (TROW) | $461,581 | $1,179,840 |
| TARGET CORPORATION (TGN) | $301,764 | $1,157,200 |
| VF CORP (VFC) | $672,810 | $878,640 |
| WALMART INC (WMN) | $594,788 | $1,085,175 |
| ACCENTURE PLC IRELAND CL A (ACN) | $3,467,331 | $10,363,750 |
| AIR PROD & CHEM INC (APD) | $2,599,945 | $5,476,680 |
| ALPHABET INC CL A (GOOGL) | $2,921,210 | $8,111,712 |
| AMAZON COM INC (AMZN) | $2,328,723 | $4,167,925 |
| AMGEN INC (AMGN) | $3,821,854 | $4,724,370 |
| APPLE INC (AAPL) | $2,731,319 | $13,317,750 |
| ARCHER DANIELS MIDLAND (ADM) | $3,319,253 | $5,407,200 |
| AUTOMATIC DATA PROCESSING INC (ADP) | $2,764,533 | $6,164,500 |
| BECTON DICKINSON & CO (BOX) | $3,859,146 | $4,526,640 |
| CHEVRON CORP (CVX) | $4,258,689 | $5,280,750 |
| CHUBB LTD (CB) | $3,810,829 | $5,412,680 |
| CISCO SYS INC (CSCO) | $3,379,190 | $6,020,150 |
| COCA COLA CO (KO) | $2,810,966 | $3,730,230 |
| HOME DEPOT INC (HD) | $2,848,415 | $7,262,675 |
| HONEYWELL INTERNATIONAL INC (HON) | $3,350,711 | $5,212,750 |
| INTEL CORP (INTC) | $2,607,053 | $3,605,000 |
| JOHNSON & JOHNSON (JNJ) | $4,706,077 | $5,987,450 |
| JPMORGAN CHASE & CO (JPM) | $3,834,262 | $6,334,000 |
| KIMBERLY CLARK CORP (KMB) | $2,960,395 | $3,787,380 |
| LOCKHEED MARTIN CORP (LMT) | $3,249,511 | $3,909,510 |
| MEDTRONIC PLC SHS (MDT) | $3,195,771 | $3,620,750 |
| MERCK & CO INC NEW COM (MRK) | $4,641,132 | $4,598,400 |
| MICROSOFT CORP (MSFT) | $2,581,125 | $12,612,000 |
| NEXTERA ENERGY INC (NEE) | $2,448,132 | $6,535,200 |
| NIKE INC B (NKE) | $2,430,712 | $6,666,800 |
| STARBUCKS CORP WASHINGTON (SBUX) | $2,172,124 | $4,678,800 |
| U S BANCORP COM NEW (USB) | $4,257,899 | $4,774,450 |
| BLACKROCK INC (BLK) | $2,923,561 | $5,493,360 |
| CATERPILLAR INC (CAT) | $2,544,690 | $3,824,690 |
| MASTERCARD INC CL A (MA) | $2,879,796 | $3,593,200 |
| WALT DISNEY CO HLDG CO (DIS) | $3,312,270 | $4,259,475 |
| REALTY INCOME CORP (O) | $970,253 | $930,670 |
| RAYTHEON TECHNOLOGIES CORP (RTX) | $3,534,325 | $4,733,300 |
| EXPEDITORS INTL WASH INC (EXPD) | $743,941 | $1,342,900 |
| ESSEX PROPERTY TRUST INC (ESS) | $907,127 | $1,056,690 |
| ATMOS ENERGY CP (ATO) | $1,048,804 | $1,011,031 |
| AMCOR PLC (AMCR) | $940,374 | $1,020,850 |
| ALBEMARLE CORPORATION (ALB) | $557,847 | $1,519,505 |
| FEDL RLTY INVT TRUST (FRT) | $621,004 | $954,240 |
| INTL BUSINESS MACHINES CORP (IBM) | $692,692 | $801,960 |
| NEXTERA ENERGY INC (NEE) | $1,152,571 | $1,307,040 |
| WEST PHARMACEUTICAL SVCS INC (WST) | $822,866 | $1,289,778 |
| VERIZON COMMUNICATIONS (VZ) | $3,653,000 | $3,637,200 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,042,565 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,072,795 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $47,507,376 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $48,928,539 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO GOVT & AGENCY INST (AGPXX) | AT COST | $675,174 | $675,174 |
| INVESCO GOVT & AGENCY INST (AGPXX) | AT COST | $701,075 | $701,075 |
| INVESCO GOVT & AGENCY INST (AGPXX) | AT COST | $3,331,774 | $3,331,774 |
| ISHARES S&P 500 EQUAL WEIGHT E (RSP) | AT COST | $18,313,809 | $30,108,750 |
| ISHARES CORE MSCI EAFE ETF (IEFA) | AT COST | $10,372,994 | $12,315,600 |
| ISHARES S&P MIDCAP 400 INDEX (IJH) | AT COST | $13,636,410 | $21,231,000 |
| VANGUARD INDEX FSD S&P 500 ETF (VOO) | AT COST | $15,580,950 | $30,559,900 |
| ISHARES CORE MSCI EMERGING (IEMG) | AT COST | $9,658,851 | $11,972,000 |
| ISHARES CORE S&P SMALL CAP E (IJR) | AT COST | $11,450,243 | $17,176,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $34,938 | LegalFeesAmt |
| Net Investment Income | $5,241 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,697 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJSUTMENT FOR STOCK SPIN OFF | Desc |
| Amt | $35,340 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $22,437 | $0 | $22,437 |
| MEALS AND ENTERTAINMENT | $5,644 | $2,822 | $2,822 |
| TRAVEL | $52,221 | $26,110 | $26,111 |
| SUPPLIES | $3,380 | $0 | $3,380 |
| DUES AND SUBSCRIPTIONS | $4,866 | $0 | $4,866 |
| MISCELLANEOUS EXPENSES | $163 | $0 | $163 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV IN EXCESS OF COST BASIS OF CONTRIBUTED BONDS | Desc |
| Amt | $6,113 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| AMEX CC | $10,270 | $23,976 |
| UNCLEARED GRANT CHECKS | $316,900 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,534,664 | Amt |
| Net Investment Income | $2,441,839 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,331 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $32,572 | $32,572 | $0 |
| EXCISE TAXES | $45,000 | $0 | $0 |
| PAYROLL TAXES | $12,351 | $1,235 | $11,116 |