BETA

SPLIT ROCK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SPLIT ROCK CHARITABLE FOUNDATION INC (EIN 46-1362612)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202213189349104556
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T14:20:46-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650086858PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Alley Maass Rogers & Lindsay PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1340 Royal Poinciana Way Ste 321AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461362612EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Split Rock Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSPLIBusinessNameControlTxt
Phone5616591770PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 431AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMary Louise PoissonPersonNm
Person TitlePresidentPersonTitleTxt
Phone5616591770PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMaryPersonFirstNm
Person LastLouise PoissonPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine BialczakPreparerPersonNm
PTINP01368899PTIN
Phone5616591770PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,762,391FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$52,600ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$49InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$428,289DividendsRevAndExpnssAmt
Dividends Net Invst Incm$428,289DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$747,253NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,695,135GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$747,253CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,228,191TotalRevAndExpnssAmt
Total Net Invst Incm$1,175,591TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,120LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,120LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$51,741OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$51,741OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$954OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$954OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,315TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$55,815TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$591,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$591,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$654,815TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$55,815TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$591,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$573,376ExcessRevenueOverExpensesAmt
Net Investment Income$1,119,776NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$68,342CashBOYAmt
Cash EOY$87,898CashEOYAmt
Cash EOYFMV$87,898CashEOYFMVAmt
Sav And Temp Cash Invst BOY$504,670SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$727,689SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$727,689SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,596,422CorporateStockBOYAmt
Corporate Stock EOY$6,367,590CorporateStockEOYAmt
Corporate Stock EOYFMV$7,469,480CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,690,404CorporateBondsBOYAmt
Corporate Bonds EOY$1,336,336CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,380,751CorporateBondsEOYFMVAmt
Other Investments BOY$204,191OtherInvestmentsBOYAmt
Other Investments EOY$1,067,892OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,096,573OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,064,029TotalAssetsBOYAmt
Total Assets EOY$9,587,405TotalAssetsEOYAmt
Total Assets EOYFMV$10,762,391TotalAssetsEOYFMVAmt
Grants Payable BOY$60,500GrantsPayableBOYAmt
Grants Payable EOY$10,500GrantsPayableEOYAmt
Total Liabilities BOY$60,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,500TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,003,529NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,576,905NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,003,529TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,576,905TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,064,029TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,587,405TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,003,529TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$573,376ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,576,905SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,576,905TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
Gross Sales Price$6,695,135GrossSalesPriceAmt
Cost Or Other Basis$5,947,882CostOrOtherBasisAmt
Gain Or Loss$747,253GainOrLossAmt
Gains Minus Excess Or Losses$747,253GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$747,253CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,565InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,565SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,565TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,275EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$16,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$26,275TotalPaymentsAndCreditsAmt
Es Penalty$80EsPenaltyAmt
Overpayment$10,630OverpaymentAmt
Applied To ES Tax$10,630AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksStuart Haft EsqIndividualWithBooksNm
Phone5616591770PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1340 Royal Poinciana Way Ste 321AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Mary Louise Poisson
PO Box 431Palm BeachFL33480President1.00$0$0$0
Michele Kukla
PO Box 431Palm BeachFL33480Vice President0.50$0$0$0
Susan Poisson-Dollar
PO Box 431Palm BeachFL33480Vice President0.50$0$0$0
Jacqueline P Love
PO Box 431Palm BeachFL33480Vice President0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Grants to various qualified charitable organizations attached.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Expenses2$0Expenses2Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,690,142AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$593,681AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$423,628FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,707,451TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,707,451AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$160,612CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,546,839NetVlNoncharitableAssetsAmt
Minimum Investment Return$527,342MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$527,342MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,565TaxBasedOnInvestmentIncomeAmt
Total Tax$15,565TotalTaxAmt
Distributable Before Adj$511,777DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$511,777DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$511,777DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$591,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$591,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$511,777DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$132,478ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$133,615ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$266,093TotalExcessDistributionCyovAmt
Qualifying Distributions$591,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$511,777AppliedToCurrentYearAmt
Remaining Distri From Corpus$79,723RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$345,816TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$345,816ExcessDistriCyovToNextYrAmt
Excess From Year2$132,478ExcessFromYear2Amt
Excess From Year1$133,615ExcessFromYear1Amt
Excess From Current Year$79,723ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMary Louise PoissonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350org
PO Box 843004BostonMA022843004PCGeneral purposes$1,500
A Growing Culture
286 Jones Cove RdAshevilleNC28805PCGeneral Purposes$750
A Hope For Children
PO Box 1987AlexandriaVA22313PCGeneral Purposes$5,000
Andrew Red Harris Foundation
18230 River Oaks DriveJupiterFL33458PCGeneral Purposes$5,000
Barton Public Library
100 Church StreetBartonVT05822PCGeneral Purposes$20,000
Befrienders Inc
807 North TracyBozemanMT59715PCGeneral Purposes$4,000
Big Sky Youth Empowerment
225 East Mendenhall StreetBozemanMT59715PCGeneral Purposes$5,000
Bozeman Public Library Foundation
626 East Main StreetBozemanMT59715PCGeneral Purposes$3,000
Bridgercare
1288 N 14th AvenueBozemanMT59715PCGeneral Purposes$5,000
Busch Wildlife Sanctuary
2500 Jupiter Park DriveJupiterFL33458PCGeneral Purposes$20,000
Capital Roots
594 River StreetTroyNY12180PCGeneral Purposes$15,000
Center for Creative Education
425 24th StreetWest Palm BeachFL33407PCGeneral Purposes$20,000
Crosscut Mountain Sports Center
16621 Bridger Canyon RoadBozemanMT59715PCGeneral Purposes$25,000
DePorres Place Adult Literacy Center
1016 N Dixie HighwayWest Palm BeachFL33401PCGeneral Purposes$15,000
Emerson Center for the Arts & Culture
111 S Grand AvenueBozemanMT59715PCGeneral Purposes$3,000
Family Promise
71 Summit AvenueSummitNJ07901PCGeneral Purposes$10,000
Forward Montana Foundation
136 E Broadway St Ste 4MissoulaMT59802PCGeneral Purposes$4,000
Franklin Humane Society
30 Sunset MeadowsSt Albans CityVT05478PCGeneral Purposes$500
Gallatin Valley Land Trust
212 S Wallace Ave 102BozemanMT59715PCGeneral Purposes$5,000
Haven
615 S 16th AvenueBozemanMT59715PCGeneral Purposes$5,000
Holy Cross Catholic Preschool
930 Southern BlvdWest Palm BeachFL33405PCGeneral Purposes$5,000
Homeless Coalition of Palm Beach County
810 Datura StreetWest Palm BeachFL33401PCGeneral Purposes$30,000
Hope Rural School
15929 SW 150th StreetIndiantownFL34956PCGeneral Purposes$5,000
Jack the Bike Man
420 Claremore DriveWest Palm BeachFL33401PCGeneral Purposes$10,000
Joseph's House & Shelter
74 Ferry StreetTroyNY12180PCGeneral Purposes$15,000
Jupiter Lighthouse & Museum
500 Captain Amours WayJupiterFL33469PCGeneral Purposes$1,000
Jupiter Medical Center Foundation
1210 S Old Dixie HighwayJupiterFL33458PCGeneral Purposes$1,000
Loggerhead Marine Life Center
14200 US-1JupiterFL33408PCGeneral Purposes$25,000
National Resources Defense Council
317 East Mendenhall Street Suites DBozemanMT59715PCGeneral Purposes$1,500E
National Outdoor Leadership School (NOLS)
284 Lincoln StreetLanderWY82520PCGeneral Purposes$3,000
Old Stone House Museum & Historic Village
109 Old Stone House RdBrowningtonVT05860PCGeneral Purposes$6,000
One Valley Community Foundation
865 Technology Blvd Suite BBozemanMT59718PCGeneral Purposes$60,000
Only One
888 7th Avenue Floor 30New YorkNY10106PCGeneral Purposes$1,250
Pearl Mae Foundation
775 W Indiantown RoadJupiterFL33458PCGeneral Purposes$3,000
Polar Bears International
810 N Wallace Suite EBozemanMT59715PCGeneral Purposes$4,000
Quantum House
987 45th StreetWest Palm BeachFL33407PCGeneral Purposes$20,000
Rensselear Plateau Alliance
17 Old Route 66Arverill ParkNY12018PCGeneral Purposes$25,000
Roots Ethopia
PO Box 620343MiddletonWI53562PCGeneral Purposes$5,000
Sister's Place
111 Brownville RoadPittsburghPA15210PCGeneral Purposes$25,000
Speak Up for Kids of Palm Beach County Inc
205 S Dixie Highway Suite 41100West Palm BeachFL33401PCGeneral Purposes$1,000
St Ann Place
2107 N Dixie HighwayWest Palm BeachFL33407PCGeneral Purposes$20,000
St Ann Catholic School
324 N Olive AvenueWest Palm BeachFL33401PCGeneral Purposes$1,000
The Connecting Poing
PO Box 9183West Palm BeachFL33419PCGeneral Purposes$1,000
The Lord's Place
2808 N Australian AvenueWest Palm BeachFL33407PCGeneral Purposes$50,000
The Westmore Association
PO Box 143OrleansVT05860PCGeneral Purposes$10,000
Troy Area United Ministries
392 2nd StreetTroyNY12180PCGeneral Purposes$10,000
Unity House of Troy
2431 6th AvenueTroyNY12180PCGeneral Purposes$15,000
Vermont Community Foundation
3 Court StreeMiddleburyVT05753PCGeneral Purposes$10,000
Vermont Nature Conservancy
575 Stone Cutters WayMontpelierVT05602PCGeneral Purposes$50,000
Vita Nota
2724 N Australian AvenueWest Palm BeachFL33407PCGeneral Purposes$500
Wave Train Kayak Team
722 S Grand AvenueBozemanMT59715PCGeneral Purposes$500
WEEMA International
2 Garden StreetCambridgeMA02138PCGeneral Purposes$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$591,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$428,289ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$747,253ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,175,591ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,175,591TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Peter Russell
1252 W Broadway Apt 4BostonMA021271958$40,000Yes (X)
Julius Kukla
27600 W Manchester Ave 332Los AngelesCA90293$5,000Yes (X)
Nicholas Kukla
319810 Earlwood CourtJupiterFL33458$7,500Yes (X)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$1,336,336EOYBookValueAmt
EOYFMV$1,380,751EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$6,367,590EOYBookValueAmt
EOYFMV$7,469,480EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOther InvestmentsCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,067,892BookValueAmt
EOYFMV$1,096,573EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryAlley, Maass, Rogers & Lindsay, PACategoryTxt
Legal Fees$3,120LegalFeesAmt
Net Investment Income$3,120NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank fees$75$75$0$0
Florida Secretary of State$61$61$0$0
Postage$7$7$0$0
Post Office Box$162$162$0$0
Miscellaneous bookkeeping expenses$649$649$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment management feesCategoryTxt
Amt$51,741Amt
Net Investment Income$51,741NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEstimated taxes paidCategoryTxt
Amt$7,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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