LIBRA FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LIBRA FOUNDATION INC (EIN 65-0469849)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-01
IRS object ID
202113059349100211
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-01T09:18:32-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591498196PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH GRAHAM ELLINGSWORTH & PECARO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line196 NE FOURTH AVENUEAddressLine1Txt
CityDELRAY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33483ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650469849EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIBRA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIBRBusinessNameControlTxt
Phone5612767468PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line196 NE FOURTH AVENUEAddressLine1Txt
CityDELRAY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334834597ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ JEFFREY THISTLEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5612767468PhoneNum
Signature2021-10-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJPersonFirstNm
Person LastJEFFREY THISTLEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS A SMITH CPAPreparerPersonNm
PTINP00954611PTIN
Phone5612767468PhoneNum
Preparation2021-10-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$48,700,765FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$971,608DividendsRevAndExpnssAmt
Dividends Net Invst Incm$971,608DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,282,853NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,943,536GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,282,853CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$302,859OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$302,859OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,557,320TotalRevAndExpnssAmt
Total Net Invst Incm$2,557,320TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$100,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$20,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$80,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,144AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,115AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,029AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$149,417OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$149,417OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$37,024TaxesRevAndExpnssAmt
Taxes Net Invst Incm$22,793TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$61OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$61OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$306,646TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$208,386TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$84,029TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,205,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,205,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,511,646TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$208,386TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,289,029TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,674ExcessRevenueOverExpensesAmt
Net Investment Income$2,348,934NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$846,689SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,257,922SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,257,922SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$15,358AcctRcvblAmt
Acct Rcvbl BOY$11,806AcctRcvblBOYAmt
Acct Rcvbl EOY$15,358AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$15,358AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$59,080PrepaidExpensesBOYAmt
Prepaid Expenses EOY$44,849PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$44,849PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$22,844,419CorporateStockBOYAmt
Corporate Stock EOY$20,231,175CorporateStockEOYAmt
Corporate Stock EOYFMV$31,781,340CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,732,224CorporateBondsBOYAmt
Corporate Bonds EOY$10,316,296CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,883,350CorporateBondsEOYFMVAmt
Other Assets BOY$5,040,498OtherAssetsBOYAmt
Other Assets EOY$4,699,714OtherAssetsEOYAmt
Other Assets EOYFMV$4,717,946OtherAssetsEOYFMVAmt
Total Assets BOY$36,534,716TotalAssetsBOYAmt
Total Assets EOY$36,565,314TotalAssetsEOYAmt
Total Assets EOYFMV$48,700,765TotalAssetsEOYFMVAmt
Accounts Payable BOY$15,076AccountsPayableBOYAmt
Total Liabilities BOY$15,076TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$36,519,640RetainedEarningBOYAmt
Retained Earning EOY$36,565,314RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$36,519,640TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,565,314TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,534,716TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,565,314TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$36,519,640TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,674ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$36,565,314SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$36,565,314TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHEDULE AVAILABLE UPON REQUESTP$12,321,085$11,660,683$660,402$660,402
CAPITAL GAIN DIVIDENDSP$622,451$622,451$622,451
FieldValueIRS element (for citing)
Capital Gain Net Income$1,282,853CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$32,650InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$32,650SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$32,650TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$44,849EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$44,849TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$12,199OverpaymentAmt
Applied To ES Tax$12,199AppliedToESTaxAmt
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 BooksTHOMAS A SMITHIndividualWithBooksNm
Phone5612767468PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line196 NE FOURTH AVENUEAddressLine1Txt
CityDELRAY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334834597ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS A SMITH
96 NE FOURTH AVENUEDELRAY BEACHFL33483DIRECTOR5.00$50,000$0$0
J JEFFREY THISTLE
303 GROVE WAYDELRAY BEACHFL33444DIRECTOR5.00$50,000$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$43,586,124AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,065,105AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$60,207FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,711,436TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$44,711,436AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$670,672CashDeemedCharitableAmt
Net Vl Noncharitable Assets$44,040,764NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,202,038MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,202,038MinimumInvestmentReturnAmt
Tax Based On Investment Income$32,650TaxBasedOnInvestmentIncomeAmt
Total Tax$32,650TotalTaxAmt
Distributable Before Adj$2,169,388DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,169,388DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,169,388DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,289,029ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,289,029QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,289,029AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,169,388DistributableAsAdjustedAmt
Undistributed Income PY$103,169UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,289,029QualifyingDistributionsAmt
Applied To Year1$103,169AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,169,388AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,472RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$16,472TotalCorpusAmt
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$16,472ExcessDistriCyovToNextYrAmt
Excess From Current Year$16,472ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AID TO VICTIMS OF DOMESTIC ABUSE INC
PO BOX 6161DELRAY BEACHFL33481NONE501(C)3GENERAL CHARITABLE PURPOSES$50,000
BOCA HELPING HANDS
1500 NW 1ST CTBOCA RATONFL33432NONE501(C)3GENERAL CHARITABLE PURPOSES$40,000
BROWARD COALITION FOR THE HOMELESS INC
PO BOX 030177FORT LAUDERDALEFL33303NONE501(C)3GENERAL CHARITABLE PURPOSES$75,000
BOYS & GIRLS CLUBS OF PALM BEACH COUNTY INC
800 NORTHPOINT PARKWAY 204WEST PALM BEACHFL33407NONE501(C)3GENERAL CHARITABLE PURPOSES$70,000
CARIDAD CENTER INC
8645 WEST BOYNTON BEACH BLVDBOYNTON BEACHFL33472NONE501(C)3GENERAL CHARITABLE PURPOSES$90,000
CHILDREN'S CASE MANAGEMENT ORGANIZATION INC
3333 FOREST HILL BLVD 2ND FLWEST PALM BEACHFL33406NONE501(C)3GENERAL CHARITABLE PURPOSES$50,000
CHILDREN'S SERVICES COUNCIL OF PB COUNTY
2300 HIGH RIDGE ROADBOYNTON BEACHFL33426NONE501(C)3GENERAL CHARITABLE PURPOSES$20,000
CHRISTIANS REACHING OUT TO SOCIETY INC
3677 23RD AVENUE S B101LAKE WORTHFL33461NONE501(C)3GENERAL CHARITABLE PURPOSES$70,000
COMMUNITY CHILD CENTER OF DELRAY BEACH INC
555 NW 4TH STREETDELRAY BEACHFL33444NONE501(C)3GENERAL CHARITABLE PURPOSES$110,000
COMMUNITY GREENING
610 SW 15TH AVE STE 4DELRAY BEACHFL33444NONE501(C)3GENERAL CHARITABLE PURPOSES$25,000
COVENANT HOUSE OF FLORIDA INC
733 BREAKERS AVENUEFORT LAUDERDALEFL33304NONE501(C)3GENERAL CHARITABLE PURPOSES$50,000
FEEDING SOUTH FLORIDA INC
2501 SW 32ND TERRACEPEMBROKE PARKFL33023NONE501(C)3GENERAL CHARITABLE PURPOSES$80,000
FLORENCE FULLER CHILD DEVELOPMENT CENTERS INC
200 NE 14TH STREETBOCA RATONFL33432NONE501(C)3GENERAL CHARITABLE PURPOSES$30,000
FRIENDS OF FOSTER CHILDREN OF PALM BEACH COUNTY INC
4100 OKEECHOBEE BLVDWEST PALM BEACHFL33409NONE501(C)3GENERAL CHARITABLE PURPOSES$35,000
GRANDMA'S PLACE INC
184 SPARROW DRIVEROYAL PALM BEACHFL33411NONE501(C)3GENERAL CHARITABLE PURPOSES$35,000
HABITAT FOR HUMANITY OF SOUTH PALM BEACH COUNTY INC
181 S E FIFTH AVENUEDELRAY BEACHFL33483NONE501(C)3GENERAL CHARITABLE PURPOSES$100,000
IN THE PINES INC
16101 HALF MILE ROAD BLDG GDELRAY BEACHFL33446NONE501(C)3GENERAL CHARITABLE PURPOSES$30,000
LIVING SKILLS IN SCHOOLS
1700 LAKE IDA ROADDELRAY BEACHFL33445NONE501(C)3GENERAL CHARITABLE PURPOSES$50,000
OPPORTUNITY INC OF PALM BEACH COUNTY
1713 QUAIL DRIVEWEST PALM BEACHFL33409NONE501(C)3GENERAL CHARITABLE PURPOSES$35,000
PALM BEACH COUNTY LITERACY COALITION INC
3651 QUANTUM BLVDBOYNTON BEACHFL33426NONE501(C)3GENERAL CHARITABLE PURPOSES$80,000
PAUL'S PLACE AFTER SCHOOL PROGRAM
188 SOUTH SWINTON AVENUEDELRAY BEACHFL33444NONE501(C)3GENERAL CHARITABLE PURPOSES$45,000
PLACE OF HOPE AT THE LEIGHAN & DAVID RICKER CAMPUS
21441 BOCA RIO ROADBOCA RATONFL33433NONE501(C)3GENERAL CHARITABLE PURPOSES$45,000
ROOTS AND WINGS INC
335 E LINTON BLVD STE 2219DELRAY BEACHFL33483NONE501(C)3GENERAL CHARITABLE PURPOSES$30,000
SOS CHILDREN'S VILLAGES - FLORIDA INC
3681 NW 59TH PLACECOCONUT CREEKFL33073NONE501(C)3GENERAL CHARITABLE PURPOSES$65,000
THE CENTER FOR FAMILY SERVICES OF PB COUNTY INC
4101 PARKER AVENUEWEST PALM BEACHFL33405NONE501(C)3GENERAL CHARITABLE PURPOSES$10,000
THE CHILDREN'S HEALING INSTITUTE
2161 PALM BEACH LAKES BLVD STE 406WEST PALM BEACHFL33409NONE501(C)3GENERAL CHARITABLE PURPOSES$20,000
THE CHILDREN'S PLACE AT HOME SAFE INC
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461NONE501(C)3GENERAL CHARITABLE PURPOSES$40,000
THE RUSSELL LIFE SKILLS & READING FOUNDATION INC
5400 S UNIVERSITY DRIVE 202DAVIEFL33328NONE501(C)3GENERAL CHARITABLE PURPOSES$50,000
THE SALVATION ARMY OF PALM BEACH COUNTY
2100 PALM BEACH LAKES BLVDWEST PALM BEACHFL33409NONE501(C)3GENERAL CHARITABLE PURPOSES$20,000
THE SOUP KITCHEN INC
PO BOX 74115BOYNTON BEACHFL33474NONE501(C)3GENERAL CHARITABLE PURPOSES$90,000
WAYSIDE HOUSE INC
378 NE SIXTH AVENUEDELRAY BEACHFL33483NONE501(C)3GENERAL CHARITABLE PURPOSES$75,000
CROSSROADS FOR KIDS INC
119 MYRTLE STREETDUXBURYMA02332NONE501(C)3GENERAL CHARITABLE PURPOSES$80,000
DANA-FARBER CANCER INSTITUTE
PO BOX 899OSTERVILLEMA02655NONE501(C)3GENERAL CHARITABLE PURPOSES$5,000
DEVELOPMENT DISABILITIES MANAGEMENT ASSISTANCE INC
728 MAIN STREETMARSHFIELDMA02050NONE501(C)3GENERAL CHARITABLE PURPOSES$80,000
HALE-BARNARD CORPORATION
273 CLARENDON STREETBOSTONMA02116NONE501(C)3GENERAL CHARITABLE PURPOSES$30,000
LEND A HAND SOCIETY
89 SOUTH STREET STE 203BOSTONMA02111NONE501(C)3GENERAL CHARITABLE PURPOSES$35,000
PINE STREET INN INC
444 HARRISON AVENUEBOSTONMA02118NONE501(C)3GENERAL CHARITABLE PURPOSES$50,000
INTERSEMINARIAN - PROJECT PLACE
1145 WASHINGTON STREETBOSTONMA02118NONE501(C)3GENERAL CHARITABLE PURPOSES$30,000
ROSIE'S PLACE INC
889 HARRISON AVENUEBOSTONMA02118NONE501(C)3GENERAL CHARITABLE PURPOSES$30,000
SOUTH SHORE HABITAT FOR HUMANITY INC
20 MATHEWSON DRIVEWEYMOUTHMA02189NONE501(C)3GENERAL CHARITABLE PURPOSES$100,000
THE HOME FOR LITTLE WANDERERS INC
10 GUEST STREETBRIGHTONMA02135NONE501(C)3GENERAL CHARITABLE PURPOSES$50,000
WOMEN'S LUNCH PLACE INC
67 NEWBURY STREETBOSTONMA02116NONE501(C)3GENERAL CHARITABLE PURPOSES$50,000
MAYO CLINIC - DEPARTMENT OF DEVELOPMENT
200 FIRST STREET SWROCHESTERMN55905NONE501(C)3GENERAL CHARITABLE PURPOSES$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,205,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$971,608ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$302,859ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,282,853ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,557,320ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,557,320TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$20,144Amt
Net Investment Income$16,115NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,029DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$10,316,296EOYBookValueAmt
EOYFMV$10,883,350EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$20,231,175EOYBookValueAmt
EOYFMV$31,781,340EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER INVESTMENTSDesc
BOY Book Value$5,040,498BOYBookValueAmt
EOY Book Value$4,699,714EOYBookValueAmt
EOYFMV$4,717,946EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFLORIDA ANNUAL REPORTDesc
Revenue And Expenses Per Books$61RevenueAndExpensesPerBooksAmt
Net Investment Income$61NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NORTHERN TRUST - #26-47240$630$630$630
DIVERSIFIED CORE STRATEGIES$301,283$301,283$301,283
LITIGATION STLMNT - MERCK$946$946$946

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$149,417Amt
Net Investment Income$149,417NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$14,231$0$0
FOREIGN TAX PAID$22,793$22,793$0

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