KAHLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KAHLE FOUNDATION INC (EIN 65-0754647)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-15
- IRS object ID
- 202100749349100965
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-15T16:10:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650761640 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN JACOBY THURN BOYLE & ASSOC PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 20TH ST | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650754647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAHLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAHL | BusinessNameControlTxt |
| Phone | 7725639332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 66TH AVENUE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE A KAHLE JR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7725639332 | PhoneNum |
| Signature | 2021-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | KAHLE JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA B THURN | PreparerPersonNm |
| PTIN | P01326005 | PTIN |
| Phone | 7725624158 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,022,044 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $76,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,378 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $122,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $155,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,105 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $207 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,085 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,294 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,775 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,775 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,130,564 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,125,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,989,269 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,157,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,158,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,022,044 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,157,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,158,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,157,858 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,158,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,157,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,158,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,157,858 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,158,836 | SubtotalAmt |
| Other Decreases | $176 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,158,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 324 SHS SPDR S&P 500 ETF | P | 2005-02-23 | 2020-11-02 | $106,637 | $38,660 | $67,977 | $67,977 |
| 41 SHS SPDR S&P 500 ETF | P | 2004-11-05 | 2020-11-02 | $13,494 | $4,803 | $8,691 | $8,691 |
| NORTHERN TRUST-CGD | P | 2019-12-31 | 2020-12-31 | $2,059 | $2,059 | $2,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,727 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,156 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,156 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,311 | 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 | $1,311 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $845 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEORGE A KAHLE JR | IndividualWithBooksNm |
| Phone | 7725639332 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 66TH AVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| SANDRA R KAHLE | ||||||||
| 275 66TH AVE | VERO BEACH | FL | 32968 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE A KAHLE JR | ||||||||
| 275 66TH AVE | VERO BEACH | FL | 32968 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE A KAHLE III | ||||||||
| 275 66TH AVE | VERO BEACH | FL | 32968 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,797,050 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,829,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,829,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,787,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,156 | TotalTaxAmt |
| Distributable Before Adj | $137,215 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,215 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,215 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,107 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $154,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,559 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,559 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,548 | 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 | $1,667 | 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) |
|---|---|---|
| Contributing Manager | SANDRA R KAHLE | ContributingManagerNm |
| Contributing Manager | GEORGE A KAHLE JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |||
| AFP INDIAN RIVER | ||||||||||
| P O BOX 1213 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| ALZHEIMER & PARKINSON ASSOC OF IRC | ||||||||||
| 2300 5TH AVE SUITE 150 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |||
| AMERICAN RED CROSS | ||||||||||
| 2506 17TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITYFURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| AMERICANS FOR IMMIGRANT JUSTICE | ||||||||||
| 6355 NW 36TH STREET SUITE 2201 | MIAMI | FL | 33166 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| ASPEN COMMUNITY FOUNDATION | ||||||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| ASPEN PUBLIC RADIO | ||||||||||
| 110 EAST HALLARN STREET 134 | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| ASPEN-SANTA FE BALLET | ||||||||||
| 0245 SAGE WAY | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| BALLET VERO BEACH | ||||||||||
| 2135 WINDWARD WAY 209 | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |||
| BASALT REGIONAL LIBRARY | ||||||||||
| 14 MIDLAND AVENUE | BASALT | CO | 816218305 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| C-CHANGE CONVERSATIONS | ||||||||||
| PO BOX 1206 | PRINCETON | NJ | 08542 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |||
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,250 | |||
| CASA CORNELIA LAW CENTER | ||||||||||
| 2760 FIFTH AVENUE SUITE 200 | SAN DIEGO | CA | 921036325 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| CHILD CARE RESOURCES OF INDIAN RIVER | ||||||||||
| 2300 5TH AVE SUITE 149 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| COMMUNITY CHURCH | ||||||||||
| 1901 23RD STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| CROSSOVER MISSION | ||||||||||
| 4425 US HIGHWAY 1 | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| ENGLISH IN ACTIONCDNC | ||||||||||
| PO BOX 4856 | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | ||||||||||
| 1020 19TH STREET NW SUITE 650 | WASHINGTON | DC | 200366101 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $3,250 | |||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |||
| ENVIRONMENTAL LEARNING CENTER | ||||||||||
| 255 LIVE OAK DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $6,000 | |||
| GIFFORD YOUTH ACHIEVEMENT CENTER | ||||||||||
| 4875 43RD AVENUE | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $6,500 | |||
| GIRLS ON THE RUN TREASURE COAST | ||||||||||
| PO BOX 114 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| HANLEY FOUNDATION | ||||||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 103 | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |||
| IRSC FOUNDATION | ||||||||||
| 3209 VIRGINIA AVENUE | FORT PIERCE | FL | 349815596 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| KEALA FOUNDATION | ||||||||||
| PO BOX 785 | LAWAI | HI | 96765 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,250 | |||
| LAURA RIDING JACKSON FOUNDATION | ||||||||||
| PO BOX 643786 | VERO BEACH | FL | 32964 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| LIFE BUILDERS OF THE TREASURE COAST INC | ||||||||||
| 1664 SE WALTON ROAD SUITE 203 | PORT ST LUCIE | FL | 34952 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| LIFT-UP | ||||||||||
| PO BOX 1928 | RIFLE | CO | 816501928 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| LITERACY SERVICES OF IRC | ||||||||||
| 1600 21ST STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| MARA NORTH HOLDINGS (MARA NORTH CONSERVANCY) | ||||||||||
| NONE | NOT-FOR PROFIT | FURTHERANCE OF CHARITABLE ACTIVITY | $7,000 | PO BOX 15454-00509 | NAIROBI | KE | ||||
| MCKEE BOTANICAL GARDEN | ||||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 | |||
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER | ||||||||||
| 820 37TH PLACE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| MENTAL HEALTH COLLABORATIVE OF IRC | ||||||||||
| 2345 14TH AVE SUITE 5 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $10,000 | |||
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | ||||||||||
| PO BOX 96670 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |||
| PLANNED PARENTHOOD | ||||||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 334096416 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| RIVERSIDE THEATRE | ||||||||||
| 3250 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| SCHOLARSHIP FOUNDATION OF IRC | ||||||||||
| PO BOX 1820 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| SCOTT CONNELLY MEDICAL TRUST | ||||||||||
| 979 BEACHLAND BLVD | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 | |||
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||||
| PO BOX 1525 | RANSON | WV | 25438 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |||
| SOUTHERN POVERTY LAW CENTER | ||||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36177 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,500 | |||
| SPECIAL EQUESTRIANS OF THE TREASURE COAST | ||||||||||
| PO BOX 651312 | VERO BEACH | FL | 32965 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| ST EDWARD'S SCHOOL | ||||||||||
| 1895 SAINT EDWARDS DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $13,000 | |||
| SUBSTANCE ABUSE COUNCIL OF IRC | ||||||||||
| 1507 20TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| SUNSHINE PHYSICAL THERAPY | ||||||||||
| 1705 17TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| TEMPLE BETH SHALOM | ||||||||||
| 3008 GOLFVIEW DRIVE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| THE ARC SOUTHBAY | ||||||||||
| 1735 W ROSECRANS AVENUE | GARDENA | CA | 90249 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,250 | |||
| THE ARC INC | ||||||||||
| 1375 16TH AVENUE | VERO BEACH | FL | 329609818 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |||
| THE ARTS CAMPUS AT WILLITS | ||||||||||
| 360 MARKET STREET | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 | |||
| THE LEARNING ALLIANCE | ||||||||||
| PO BOX 2647 | VERO BEACH | FL | 329612647 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $7,000 | |||
| THE SOURCE | ||||||||||
| PO BOX 2458 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 | |||
| TREASURE CAY COMMUNITY FOUNDATION INC | ||||||||||
| 990 OLD DIXIE HIGHWAY STE 14 | LAKE PARK | FL | 33403 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 | |||
| TREASURE COAST FOOD BANK | ||||||||||
| 3051 INDUSTRIAL 25TH STREET | FT PIERCE | FL | 34946 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 | |||
| UNITED WAY OF INDIAN RIVER COUNTY | ||||||||||
| PO BOX 1960 | VERO BEACH | FL | 329619950 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $12,000 | |||
| UNIVERSITY OF COLORADO BOULDER | ||||||||||
| 995 REGENT DRIVE | BOULDER | CO | 80309 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 | |||
| VERO BEACH ORCHESTRA BOOSTERS | ||||||||||
| 1707 16TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| VERO HERITAGE INC | ||||||||||
| PO BOX 303 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| VNA & HOSPICE FOUNDATION | ||||||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |||
| WAKE FOREST FUND FOR THE COLLEGE | ||||||||||
| P O BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |||
| WQCS | ||||||||||
| 3209 VIRGINIA AVENUE | FT PIERCE | FL | 34981 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| WXEL TV | ||||||||||
| 3401 SOUTH CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,378 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,105 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,105 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCK STOCK | $139,373 | $134,970 |
| OTHER LISTED STOCKS | $1,986,512 | $2,854,299 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $176 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN FEES | $20 | $20 | $0 |
| ANNUAL FL FEE | $61 | $0 | $61 |
| POSTAGE | $146 | $0 | $146 |