STEPHANIE AND LAWRENCE FLINN JR CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STEPHANIE AND LAWRENCE FLINN JR CHARITABLE TRUST (EIN 26-6135172)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349101130
- Schema version
- 2020v4.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T07:52:04-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 266135172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE & LAWRENCE FLINN JRCHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 9144176960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 THEODORE FREMD AVENUE STE C-20 | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE FLINN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9144176960 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | FLINN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE HINES | PreparerPersonNm |
| PTIN | P00191243 | PTIN |
| Phone | 2129498700 | PhoneNum |
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 | 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 | $52,948,342 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $579,571 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $579,571 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,502,643 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,573,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,419,501 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $152,645 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $143,677 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,466,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,373,997 | 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 | $30,993 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,497 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,496 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $188,411 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,411 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $395,692 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $394,998 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $615,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $423,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,496 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,514,854 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,514,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,129,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $423,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,530,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$663,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,950,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,310,046 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,782 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,782 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $49,883,091 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,807,699 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,802,560 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,193,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,953,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,948,342 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,930,060 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,930,060 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $32,263,077 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,023,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,193,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,953,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,193,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,953,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,193,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$663,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,529,294 | SubtotalAmt |
| Other Decreases | $11,575,813 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,953,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SHORT-TERM CAPITAL GAINS THRU K-1 | P | 2020-01-01 | 2020-12-31 | $375,753 | $375,753 | $375,753 | |
| LONG-TERM CAPITAL GAINS THRU K-1 | P | 2019-01-01 | 2020-12-31 | $1,114,142 | $1,114,142 | $1,114,142 | |
| LONG-TERM CAPITAL GAINS THRU K-1 - UBTI | P | 2019-01-01 | 2020-12-31 | $83,142 | $0 | $0 | $83,142 |
| SEC. 1256 LOSS THRU K-1S | P | 2020-01-01 | 2020-12-31 | -$28,182 | -$28,182 | $28,182 | |
| SEC. 1256 LOSS THRU K-1S | P | 2019-01-01 | 2020-12-31 | -$42,272 | -$42,272 | $42,272 | |
| SEC. 1231 GAIN THRU K-1S | P | 2019-01-01 | 2020-12-31 | $60 | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,419,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,106 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,106 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,003 | 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 | $90,003 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $62,897 | OverpaymentAmt |
| Applied To ES Tax | $62,897 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIVET CAPITAL LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9144176960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 THEODORE FREMD AVE | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE FLINN JR | ||||||||
| 160 GOMEZ ROAD | HOBE SOUND | FL | 33455 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEPHANIE FLINN | ||||||||
| 160 GOMEZ ROAD | HOBE SOUND | FL | 33455 | TRUSTEE | 0.25 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,559,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $49,539,675 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,098,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,098,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $766,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,332,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,516,625 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,516,625 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,106 | TotalTaxAmt |
| Distributable Before Adj | $2,489,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,489,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,489,519 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,530,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,530,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,530,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,489,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $206,893 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,186 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,538 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,407 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $184,312 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $558,336 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,530,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,489,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,831 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $599,167 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $206,893 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $392,274 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,186 | ExcessFromYear4Amt |
| Excess From Year3 | $58,538 | ExcessFromYear3Amt |
| Excess From Year2 | $64,407 | ExcessFromYear2Amt |
| Excess From Year1 | $184,312 | ExcessFromYear1Amt |
| Excess From Current Year | $40,831 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | |||||||
| PO BOX 5948 | TALLAHASSEE | FL | 32314 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| AARP - RELIEF FUND - HURRICANE SALLY & WESTERN WILDFIRES | |||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100,000 | |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1400 16TH STR NW SUITE 120 | WASHINGTON | DC | 20036 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| AMERICAN FARM SCHOOL | |||||||
| 1133 BROADWAY 321 | NEW YORK | NY | 10010 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| AMERICAN HUMANE | |||||||
| 1400 16TH STR NW SUITE 360 | WASHINGTON | DC | 20036 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA) | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 170 EAST COTATI AVENUE | COTATI | CA | 94931 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| ATLANTIC SALMON FEDERATION | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $124,100 | |
| AUDUBON OF MARTIN COUNTY | |||||||
| 621 SE PALM BEACH RD | STUART | FL | 34994 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| BETTY FORD ALPINE GARDENS | |||||||
| 183 GORE CREEK DRIVE | VAIL | CO | 81657 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| BONEFISH & TARPON UNLIMITED INC | |||||||
| 24 DOCKSIDE LANE ROOM 83 | KEY LARGO | FL | 33037 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| BOYS & GIRLS CLUB OF GREENWICH | |||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| BOYS & GIRLS CLUB OF MARTIN COUNTY | |||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100,000 | |
| BRAVO VAIL VALLEY MUSIC FESTIVAL | |||||||
| 2271 N FRONTAGE RD W STE C | VAIL | CO | 81657 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| CITY (COMPUTER INNOVATIONS FOR TODAY'S YOUTH) - TROY CLARK CHARITY | |||||||
| 545 SW LUCERO DRIVE | PORT SAINT LUCIE | FL | 34983 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| CERES | |||||||
| 369 PINE STREET | SAN FRANCISCO | CA | 94104 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| CHARITY WATERS (FRESH WATER WORLDWIDE) | |||||||
| 40 WORTH STREET SUITE 829 | NEW YORK | NY | 10013 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 380 LEXINGTON AVENUE SUITE 1700 | NEW YORK | NY | 10168 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500,000 | |
| DELTA WATERFOWL FOUNDATION | |||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| DREAMCHASER PMU HORSE RESCUE & REHABILITATION INC | |||||||
| 6340 KINCHELOE DRIVE | FALCON | MO | 65470 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| EAST HAMPTON HEALTHCARE FOUNDATION | |||||||
| 200 PANTIGO PL | EAST HAMPTON | NY | 11937 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| ETHEL WALKER SCHOOL | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $250 | |
| EVERGLADES FOUNDATION | |||||||
| 18001 OLD CUTLER RD STE 625 | PALMETTO BAY | FL | 33157 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| EVERY MOTHER COUNTS | |||||||
| 333 HUDSON ST | NEW YORK | NY | 10013 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| FAMILY CENTERS INC | |||||||
| PO BOX 7550 | GREENWICH | CT | 06836 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| FEDERATION FOR AMERICAN IMMIGRATION REFORM FAIR | |||||||
| 25 MASSACHUSETTS AVE NW SUITE 330 | WASHINGTON | DC | 20001 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| FEEDING AMERICA | |||||||
| 355 FOOD CENTER DR | BRONX | NY | 10474 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $226,861 | |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| FLORIDA ATLANTIC UNIVERSITY LLS JUPITER | |||||||
| 5335 PARKSIDE DRIVE | JUPITER | FL | 33458 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| FLORIDA SHERIFFS YOUTH RANCHES INC | |||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| FLORIDA WILDLIFE FEDERATION | |||||||
| PO BOX 6870 | TALLAHASSEE | FL | 32314 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| FOCUSED ULTRASOUND FOUNDATION | |||||||
| 1230 CEDARS COURT SUITE 206 | CHARLOTTESVILLE | VA | 22903 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| FOUR CORNERS EQUINE RESCUE | |||||||
| 22 CR 3334 | AZTEC | NM | 87410 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| GENTLE GIANTS | |||||||
| 17250 OLD FREDERICK RD | MT AIRY | MD | 21771 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $112 | |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| PO BOX 623 | GREENWICH | CT | 06836 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 3950 | SAN RAFAEL | CA | 94912 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| HELP US HELP THEM CHARITY | |||||||
| 7400 OLD MOUNT HOLLY RD UNIT 550 | PAW CREEK | NC | 28130 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| HOBE SOUND COMMUNITY CHEST INC | |||||||
| 11450 SE DIXIE HIGHWAY SUITE 106 | HOBE SOUND | FL | 33455 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| HOBE SOUND NATURE CENTER | |||||||
| PO BOX 217 | HOBE SOUND | FL | 33475 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $300 | |
| HOPE WORLDWIDE | |||||||
| 4231 BALBOA AVE | SAN DIEGO | CA | 92117 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $22,000 | |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| HOUSE OF HOPE | |||||||
| 908 ARPEIKA ST | FORT LAUDERDALE | FL | 33312 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| HUMANE SOCIETY OF THE TREASURE COAST INC | |||||||
| 4100 SW LEIGHTON FARM AVENUE | PALM CITY | FL | 34990 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| JDRF INTERNATIONAL | |||||||
| 26 BRADWAY 15TH FLOOR | NEW YORK | NY | 10004 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| JUPITER ISLAND GARDEN CLUB | |||||||
| 120 GOMEZ ROAD | HOBE SOUND | FL | 33455 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $200 | |
| JUPITER ISLAND MEDICAL CLINIC | |||||||
| 100 ESTRADA SQ | HOBE SOUND | FL | 33455 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,500 | |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100,000 | |
| LAKE FOREST OPEN LANDS ASSOCIATION | |||||||
| 350 WAUKEGAN RD | LAKE FOREST | IL | 60045 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| MALTZ JUPITER THEATRE INC | |||||||
| 1001 EAST INDIANTOWN RD | JUPITER | FL | 33477 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,500 | |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $6,000 | |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 1200 G ST NW SUITE 900 | WASHINGTON | DC | 20005 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| NAVY SEAL FOUNDATION INC | |||||||
| 1619 D STREET BLDG 5326 | VIRGINIA BEACH | VA | 23459 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $25,000 | |
| NEGATIVE POPULATION GROWTH INC | |||||||
| 2861 DUKE STRRET SUITE 36 | ALEXANDRIA | VA | 22314 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| NORTON MUSEUM OF ART INC | |||||||
| 1451 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| OLDFIELDS SCHOOL | |||||||
| 1500 GLENCOE RD | SPARKS GLENCOE | MD | 21152 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| PECONIC LAND TRUST INC | |||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA | |||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $20,000 | |
| PROJECT ORBIS INTERNATIONAL INC | |||||||
| 520 8TH AVENUE 12TH FLOOR | NEW YORK | NY | 10018 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| PUPPIES BEHIND BARS INC | |||||||
| 263 WEST 38TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| RAINFOREST ACTION NETWORK | |||||||
| 425 BUSH STREET | SAN FRANCISCO | CA | 94108 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| REACH PREP | |||||||
| ONE DOCK STREET | STAMFORD | CT | 06902 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| ROUND HILL SCHOLARSHIP FOUNDATION | |||||||
| 1700 E PUTNAM AVE SUITE 406 | OLD GREENWICH | CT | 06870 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| SOUTHAMPTON HOSPITAL FOUNDATION | |||||||
| 240 MEETING HOUSE LN | SOUTHAMPTON | NY | 11968 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| ST LABRE INDIAN SCHOOL | |||||||
| TONGUE RIVER RD | ASHLAND | MT | 59003 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100 | |
| STEADMAN PHILIPPON RESEARCH INSTITUTE | |||||||
| 181 W MEADOW DR STE 1000 | VAIL | CO | 81657 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $25,000 | |
| TALL TIMBERS FOUNDATION INC | |||||||
| 13093 HENRY BEADEL DRIVE | TALLAHASSEE | FL | 32312 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $120,000 | |
| TAX FOUNDATION | |||||||
| 529 14TH STREET NW SUITE 420 | WASHINGTON | DC | 20045 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| THE BANNER CLUB INC | |||||||
| PO BOX 1875 | HOBE SOUND | FL | 33475 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $310,000 | |
| THE FLORIDA SHERIFFS ASSOCIATION INC | |||||||
| PO BOX 12519 | TALLAHASSEE | FL | 32317 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE GARDEN CONSERVANCY INC | |||||||
| PO BOX 608 | GARRISON | NY | 10524 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,500 | |
| THE GUARDIANS OF MARTIN COUNTY | |||||||
| PO BOX 1489 | HOBE SOUND | FL | 33475 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| THE HOTCHKISS SCHOOL FUND | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $20,000 | |
| THE INTREPID FALLEN HEROES FUND | |||||||
| ONE INTREPID SQ - W 46TH ST 12TH | NEW YORK | NY | 10036 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $83,982 | AVE |
| THE LADIES' VILLAGE IMPROVEMENT SOCIETY | |||||||
| 95 MAIN STREET | EAST HAMPTON | NY | 11937 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE MAIDSTONE CHARITABLE TRUST | |||||||
| 31 W 34TH ST | NEW YORK | NY | 10001 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $3,000 | |
| THE OCEAN CLEANUP | |||||||
| 100 WALL STREET | NEW YORK | NY | 10005 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE ORANGUTAN PROJECT | |||||||
| 9901 BRODIE LANE | AUSTIN | TX | 78748 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE PAST PRESIDENTS' FUND INC | |||||||
| ONE ESTRADA ROAD | HOBE SOUND | FL | 33455 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $300 | |
| THE ROLLINS FUND | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 32789 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| THE SCRIPPS RESEARCH INSTITUTE | |||||||
| 10550 NORTH TORREY PINES ROAD TPC 2 | LA JOLLA | CA | 92037 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE SMILE TRAIN | |||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE SOCIETY OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| THE VILLAGE PRESERVATION SOCIETY | |||||||
| PO BOX 2015 | EAST HAMPTON | NY | 11937 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| THE WINDWARD SCHOOL | |||||||
| 40 WEST RED OAK LANE | WHITE PLAINS | NY | 10604 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| THRU SSF & LFJR CHARITABLE TRUST 2018 LLC EIN 82-3553323 | |||||||
| 555 THEODORE FREMD AVE STE C-207 | RYE | NY | 10580 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $49 | |
| TROUT UNLIMITED | |||||||
| 1777 NORTH KENT STREET | ARLINGTON | VA | 22209 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $25,000 | |
| TRUSTEES FOR ALASKA | |||||||
| 1026 W 4TH AVE STE 201 | ANCHORAGE | AK | 99501 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| USSGA MEMORIAL FUND | |||||||
| 88 FIELD POINT RD | GREENWICH | CT | 06830 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| VAIL HEALTH SERVICES FOUNDATION | |||||||
| PO BOX 1529 | VAIL | CO | 81658 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| VAIL VALLEY FOUNDATION | |||||||
| PO BOX 309 | VAIL | CO | 81658 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $35,000 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 86 WATER ST | FALMOUTH | MA | 02543 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| YALE ALUMNI FUND | |||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $51,100 | |
| ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC PALM BEACH ZOO | |||||||
| 1301 SUMMIT BOULEVARD | WEST PALM BEACH | FL | 33405 | UNRELATED PUBLIC CHARITY | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,514,854 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $579,571 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,248 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,968 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $143,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $83,142 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,419,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $92,110 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,373,997 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,466,107 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $30,993 | Amt |
| Net Investment Income | $15,497 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,496 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SSF & LFJR CHARITABLE TRUST 2018 LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $39,807,699 | BookValueAmt |
| EOYFMV | $52,802,560 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $11,575,813 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS THRU K-1 | $60,311 | $60,311 | $0 |
| NONDEDUCTIBLE EXPENSES | $662 | $0 | $0 |
| PORTFOLIO DEDUCTIONS THRU K-1 | $313,044 | $313,044 | $0 |
| INTEREST EXPENSE | $21,596 | $21,596 | $0 |
| SECTION 179 DEDUCTIONS | $79 | $47 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY BUSINESS INCOME | -$12,940 | -$12,940 | -$12,940 |
| OTHER PORTFOLIO INCOME | $191,598 | $191,598 | $191,598 |
| SECTION 988/987 GAIN(LOSS) | -$4,886 | -$4,886 | -$4,886 |
| RENTAL INCOME | -$325 | -$325 | -$325 |
| ORDINARY BUSINESS INCOME-UBTI | $8,968 | $0 | $8,968 |
| OTHER INCOME(LOSS) | -$27,043 | -$27,043 | -$27,043 |
| SWAP INCOME/EXPENSE | -$2,739 | -$2,739 | -$2,739 |
| OTHER RENTAL INCOME | $12 | $12 | $12 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX THRU K-1 | $13,411 | $13,411 | $0 |
| F990-PF 2019 EXTENSION PAID | $150,000 | $0 | $0 |
| F990-PF 2020 ESTIMATE PAID | $25,000 | $0 | $0 |
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