2021-07-01T14:31:47-05:00 2020-08-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990PF 2019-09-01 237318041 EDYTH BUSH CHARITABLE FOUNDATION INC EDYT 4076474322 PO BOX 1967 WINTER PARK FL 327901967 DAVID A ODAHOWSKI PRESIDENT/CEO 4076474322 2021-06-30 1 AMY CHAPMAN P00843460 4078021200 2021-06-29 2019 2022-09-23 18:48:47Z X 91934894 X 32000 2849 2849 2009661 2003091 3581018 22972667 4151925 0 215968 5625528 6373833 627375 144062 483314 193585 0 193585 643016 135033 507983 50540 5054 45486 55729 5573 50156 116402 116402 0 141728 0 0 152598 4232 179845 34791 145055 24385 2438 21946 9269 927 8342 252773 98773 154000 2447245 547285 1609867 1319687 1319687 3766932 547285 2929554 1858596 5826548 477793 608155 608155 150584 147886 147886 36527666 32702771 46926109 20994442 18582795 19268018 14964893 22884734 23918752 1241213 190099 776881 1051114 1051114 14860 14860 14860 73907119 75992315 91934894 226600 0 226600 X 73907119 75765715 73907119 75765715 73907119 75992315 73907119 1858596 0 75765715 0 75765715 MET WEST TOTAL RETURN BOND FUND P 5700000 5411118 288882 288882 WELLS CAPITAL HERITAGE ALLCAP GROWTH P 5451242 4219006 1232236 1232236 PIMCO SHORT-TERM FUND P 2350000 2358800 -8800 -8800 VANGUARD INSTITUTIONAL INDEX FD. P 2100000 907762 1192238 1192238 DEPRINCE, RACE & ZOLLO LARGE CAP VALUE P 1860146 2165400 -305254 -305254 PIMCO DIVERSIFIED FUND P 1600000 1558798 41202 41202 AF EUROPACIFIC GROWTH FUND P 1200000 998262 201738 201738 LAZARD INTERNATIONAL STRATEGIC EQUITY FD P 1000000 902869 97131 97131 VANGUARD EQUITY INCOME FUND P 400000 298727 101273 101273 CAPITAL GAIN DISTRIBUTION P 740372 740372 740372 CAPITAL GAINS DIVIDENDS P 570907 570907 570907 4151925 0 3650967 85584203 0.042659 3853814 87367891 0.044110 3342583 80570282 0.041487 3733486 76168736 0.049016 3675795 80488923 0.045668 0.222940 0.044588 85681458 3820365 58265 3878630 3472097 116531 0 116531 0 116531 154021 0 0 154021 X 0 37490 37490 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL 1 0 0 0 0 1 WWW.EDYTHBUSH.ORG DAVID A ODAHOWSKI 4076474322 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTHEW W CERTO 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 VICE-CHAIRMAN & CORPORATE 2.00 12500 0 0 RICHARD J WALSH 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 DIRECTOR/CHAIRMAN 2.00 12500 0 0 DAVID A ODAHOWSKI 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 PRESIDENT & DIRECTOR 45.00 315000 15750 4287 MARY ELLEN HUTCHESON CPA CGMA 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 VICE PRESIDENT & TREASURER 45.00 228000 11400 0 ELIZABETH DVORAK 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 DIRECTOR 2.00 12500 0 0 ANNE KERR 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 DIRECTOR 2.00 12500 0 0 JOHN RILEY 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 DIRECTOR 2.00 12500 0 0 PATRICIA ENGFER 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 DIRECTOR 2.00 12500 0 0 BRIAN BUTLER 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 DIRECTOR 2.00 9375 0 0 SILVIA LANDIVAR-VEGA 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 32789 EXECUTIVE ASSISTANT 35.00 69753 3488 0 HEIDI FINDLAY 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 32789 GRANTS MANAGER 35.00 65709 2064 0 JANICE BIELMYER 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 32789 EXECUTIVE ASSISTANT 35.00 58124 2906 0 0 SCHENKEL & SHULTZ INC 200 E ROBINSON ST UNIT 300 ORLANDO FL 32801 ARCHITECT SERVICES 416406 ANDCO CONSULTING 531 WEST MORSE BLVD SUITE 200 WINTER PARK FL 32789 CONSULTING SERVICES 85000 JACK JENNINGS & SONS 1030 WILFRED DR ORLANDO FL 32803 CONSTRUCTION SERVICES 72859 CLIFTONLARSONALLEN LLP 220 SOUTH 6TH ST UNIT 300 MINNEAPOLIS MN 55402 AUDIT AND TAX SERVICES 55729 0 0 86302375 683877 0 86986252 0 0 86986252 1304794 85681458 4284073 4284073 116531 116531 4167542 0 4167542 0 4167542 2929554 0 542543 3472097 0 3472097 4167542 2055261 0 0 3472097 2055261 0 0 1416836 0 0 0 0 0 0 0 0 2750706 0 0 0 DAVID ODAHOWSKI PRESIDENT 199 E WELBOURNE AVE SUITE 100 WINTER PARK FL 327894365 4076474322 SEE ATTACHED GRANT REQUEST REQUIREMENTS - STATEMENT 15 THERE ARE NO SUBMISSION DEADLINES. SEE ATTACHED GRANT POLICIES AND PROCEDURES - STATEMENT 16 ALZHEIMER'S & DEMENTIA RESOURCE CENTER INC 715 DOUGLAS AVENUE SUITE 53 ALTAMONTE SPRINGS FL 32714 501(C)(3) TO CELEBRATE THE CENTER'S 36 YEARS OF PROVIDING SUPPORT, GUIDANCE AND RESOURCES PRIMARILY FOR CAREGIVERS IN THE DEMENTIA COMMUNITY 15000 BOARDSOURCE 750 9TH STREET NW SUITE 650 WASHINGTON DC 200014793 501(C)(3) SUPPORT FOR THE PARTNERSHIP FOR EFFECTIVE BOARD LEADERSHIP 10000 BRAIN FITNESS CLUB INC 430 E PACKWOOD AVENUE H107 MAITLAND FL 32751 501(C)(3) EXPANDING BRAIN FITNESS ACADEMY IN CENTRAL FLORIDA 75000 CATHOLIC CHARITIES OF CENTRAL FLORIDA INC 1819 N SEMORAN BOULEVARD ORLANDO FL 328073546 501(C)(3) SUPPORTING THE PURCHASE OF FOOD FOR EMERGENCY RELIEF DURING THE COVID-19 PANDEMIC 7500 CHRISTIAN HELP FOUNDATION INC 450 SEMINOLA BOULEVARD CASSELBERRY FL 327073054 501(C)(3) SUPPORTING THE PURCHASE OF FOOD FOR EMERGENCY RELIEF DURING THE COVID-19 PANDEMIC 2500 DELIVERING GOOD INC 266 WEST 37TH STREET NEW YORK NY 10018 501(C)(3) FUNDING THE CENTRAL FLORIDA CAPACITY BUILDING PROGRAM TO DISTRIBUTE AT LEAST $750,000 WORTH OF NEW, HIGH QUALITY MERCHANDISE AND CLOTHING TO LOCAL NONPROFITS THAT SERVE CHILDREN, FAMILIES AND INDIVIDUALS IMPACTED BY ILLNESS, DISASTER OR OTHER CRISES 75000 EDYTH BUSH INSTITUTE FOR PHILANTHROPY AND NONPROFIT LEADERSHIP 1000 HOLT AVENUE - 2711 WINTER PARK FL 327894499 501(C)(3) TO SUPPORT THE PROGRAMS AND SERVICES AT THE EDYTH BUSH INSTITUTE FOR PHILANTHROPY AND NONPROFIT LEADERSHIP 333333 FLORIDA CHAMBER OF COMMERCE FOUNDATION INC 136 SOUTH BRONOUGH STREET TALLAHASSEE FL 32301 501(C)(3) SUPPORTING THE FLORIDA CHAMBER FOUNDATION COMMUNITY DEVELOPMENT PARTNERSHIP PROGRAM 50000 FLORIDA NONPROFIT ALLIANCE INC 40 EAST ADAMS STREET SUITE 229 JACKSONVILLE FL 32202 501(C)(3) TO BUILD THE CAPACITY OF THE MEMBERSHIP ORGANIZATION TO STRENGTHEN THE COLLECTIVE VOICE OF THE NONPROFIT SECTOR ACROSS THE STATE OF FLORIDA 50000 FLORIDA PHILANTHROPIC NETWORK INC 5421 BEAUMONT CENTER BLVD SUITE 655 TAMPA FL 33634 501(C)(3) FOR 2020 PROGRAMS THAT PROMOTE, DEVELOP AND ADVANCE PHILANTHROPY OF FLORIDA 6900 FOUNDATION FOR FOSTER CHILDREN INC 2265 LEE ROAD WINTER PARK FL 327891860 501(C)(3) SUPPORTING UNEXPECTED COSTS AND GENERAL OPERATING SUPPORT DURING THE COVID-19 PANDEMIC, IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR NONPROFIT ORGANIZATIONS SERVING THE WINTER PARK COMMUNITY 4000 HOPE HELPS INC 812 EYRIE DRIVE OVIEDO FL 327656555 501(C)(3) PROVIDING EMERGENCY OPERATION SUPPORT DURING THE COVID-19 PANDEMIC 2500 JEWISH FAMILY SERVICES OF GREATER ORLANDO INC 2100 LEE ROAD WINTER PARK FL 327891862 501(C)(3) SUPPORTING UNEXPECTED FOOD COSTS AS A RESULT OF THE COVID-19 PANDEMIC, IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR NONPROFIT ORGANIZATIONS SERVING THE WINTER PARK COMMUNITY 5000 LAKE NONA INSTITUTE INC 6900 TAVISTOCK LAKES BLVD SUITE 200 ORLANDO FL 328277591 501(C)(3) SUPPORTING THE 2020 LAKE NONA IMPACT FORUM - A GLOBAL LEADING-EDGE HEALTH INNOVATION EVENT WITH THE THEME OF "BUILDING AN ECOSYSTEM OF WELLBEING" 50000 LUTHERAN COUNSELING SERVICES INC 1505 ORCHID AVENUE WINTER PARK FL 32789 501(C)(3) SUPPORTING UNEXPECTED FOOD COSTS AS A RESULT OF THE COVID-19 PANDEMIC, IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR NONPROFIT ORGANIZATIONS SERVING THE WINTER PARK COMMUNITY 5000 ORLANDO BALLET INC 3751 MAGUIRE BLVD SUITE 111 ORLANDO FL 32803 501(C)(3) ADVANCING THE VISION FOR ORGANIZATIONAL INNOVATION AS THE BALLET PROVIDES THE HIGHEST QUALITY OF DANCE AND BUILDS CAPACITY THROUGH AUDIENCE EXPANSION AND THE CREATION OF NEW WORKS 100000 PEAK GRANTMAKING INC 1666 K STREET NW SUITE 440 WASHINGTON DC 20006 501(C)(3) MEMBERSHIP SUPPORT TO IMPROVE THE WAYS GRANTMAKERS DELIVER RESOURCES DIRECTLY TO MISSION-DRIVEN ACTIVITIES 1500 ROLLINS COLLEGE 1000 HOLT AVENUE - 2711 WINTER PARK FL 327894499 501(C)(3) IN SUPPORT OF THE COLLEGE'S COMMISSIONING OF A STATUE HONORING THE LEGACY AND MEMORY OF ROLLINS' MOST NOTABLE ALUMNI, FRED ROGERS, TO BE CREATED AND INSTALLED ON THE ROLLINS COLLEGE CAMPUS 25000 UNITED CEREBRAL PALSY OF CENTRAL FLORIDA INC 4780 DATA COURT ORLANDO FL 32817 501(C)(3) SUPPORTING THE CONSCIOUS DISCIPLINE PROGRAM FOR SOCIAL EMOTIONALISM TO ASSIST DURING THE COVID-19 PANDEMIC 2500 WELBOURNE AVENUE NURSERY & KINDERGARTEN INC 450 WEST WELBOURNE AVENUE WINTER PARK FL 327894258 501(C)(3) SUPPORTING UNEXPECTED FOOD COSTS AS A RESULT OF THE COVID-19 PANDEMIC, IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR NONPROFIT ORGANIZATIONS SERVING THE WINTER PARK COMMUNITY 1000 WINTER PARK DAY NURSERY INC 741 SOUTH PENNSYLVANIA AVENUE WINTER PARK FL 327895049 501(C)(3) SUPPORTING UNEXPECTED COSTS AND GENERAL OPERATING SUPPORT DURING THE COVID-19 PANDEMIC, IN RECOGNITION OF THE LATE H. CLIFFORD LEE, OUR BELOVED FOUNDING MEMBER AND CHAIRMAN EMERITUS. 1000 WINTER PARK IMPROVEMENT FOUNDATION INC POST OFFICE BOX 280 WINTER PARK FL 327900280 501(C)(3) IN SUPPORT OF THRIVE WINTER PARK'S INITIATIVE TO ENABLE AND ACCELERATE THE CITY'S RECOVERY AFTER THE COVID-19 PANDEMIC 35000 WINTER PARK LIBRARY ASSOCIATION 460 EAST NEW ENGLAND AVENUE WINTER PARK FL 327894428 501(C)(3) IN SUPPORT OF THE LEADING THE WAY TO WINTER PARK'S 21ST CENTURY LIBRARY CAPITAL CAMPAIGN 250000 VARIOUS 501(C)(3) PUBLIC CHARITIES 1000 HOLT AVENUE - 2711 WINTER PARK FL 327894499 501(C)(3) BOARD/STAFF MATCHING GIFTS 80889 VARIOUS 501(C)(3) PUBLIC CHARITIES 1000 HOLT AVENUE - 2711 WINTER PARK FL 327894499 501(C)(3) GIFTS (MEMORIALS, SPONSORSHIPS, MISCELLANEOUS) 131065 1319687 EDYTH BUSH INSTITUTE FOR PHILANTHROPY AND NONPROFIT LEADERSHIP 1000 HOLT AVENUE - 2711 WINTER PARK FL 327894499 501(C)(3) TO SUPPORT THE PROGRAMS AND SERVICES AT THE EDYTH BUSH INSTITUTE FOR PHILANTHROPY AND NONPROFIT LEADERSHIP 333333 333333 14 2849 900000 108 14 2009553 900000 21456 18 3559562 21564 5571964 0 5593528 0 0 0 0 0 0 0 0 0 0 X X 1 DR ARLYNE D O'GARA TRUSTEE 1670 GRANDVIEW BOULEVARD KISSIMMEE FL 34744 30000 X ACCOUNTING FEES 55729 5573 50156 PARTNERSHIP CAPITAL GAINS ADJUSTMENT PURCHASED 570907 0 -570907 FORM 990-PF, PART VIII, LINE 1, COLUMN F INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORSEXPLANATION OF FOUNDATION PROVIDED AUTOMOBILE AS A FRINGE BENEFIT:MR. ODAHOWSKI, PRESIDENT, WAS PROVIDED WITH A FOUNDATION OWNED AUTOMOBILE FOR BUSINESS AND PERSONAL USE FOR THE ENTIRE FISCAL YEAR. THE AUTOMOBILE'S ANNUAL LEASE VALUE IS $4,850 (USING THE IRS' ANNUAL LEASE VALUE TABLE); FUEL WAS ALSO PROVIDED, OF WHICH $4,287 IS A TAXABLE FRINGE BENEFIT. OUTLINE OF GRANT REQUEST REQUIREMENTS FORM 990-PF, PART XV, LINE 2B THIS FOUNDATION ASKS THAT REQUESTS FOR GRANTS BE SUBMITTED IN WRITING OR THROUGH OUR ONLINE GRANT APPLICATION. CONTACT THE FOUNDATION OFFICE FOR DETAILS ON HOW TO ACCESS THE ONLINE APPLICATION FORM. MOST APPLICANTS WILL USE OUR ONLINE APPLICATION TO APPLY FOR FUNDING. WE STRONGLY ENCOURAGE YOU TO APPLY ONLINE AS YOU WILL HAVE IMMEDIATE ACKNOWLEDGMENT OF THE RECEIPT OF YOUR APPLICATION AND IT WILL BE PROCESSED MUCH FASTER. HOWEVER, IF YOU WISH TO SUBMIT YOUR REQUEST IN WRITING, IT SHOULD INCLUDE THE FOLLOWING:1. NAME, ADDRESS, TELEPHONE NUMBER, AND FEDERAL EMPLOYER IDENTIFICATION NUMBER (EIN) OF THE TAX-EXEMPT ORGANIZATION WHICH WILL BE THE RECIPIENT OF THE GRANT2. THE AMOUNT REQUESTED, AND A COMPLETE STATEMENT OF WHY THE GRANT IS NEEDED AND WHAT WILL BE DONE WITH THE MONEY.3. NAME, CONTACT INFORMATION, AND POSITION OR RELATIONSHIP TO THE ORGANIZATION OF THE INDIVIDUAL SIGNING THE GRANT REQUEST.4. A SIGNED STATEMENT THAT THE GRANT REQUEST HAS BEEN AUTHORIZED BY THE GOVERNING BOARD TO BE SUBMITTED ON BEHALF OF THE REQUESTING ORGANIZATION.OUTLINE OF GRANT REQUEST REQUIREMENTS (CONT) - 5. LIST OF OTHER FUNDERS (AND AMOUNTS) YOU ARE APPROACHING FOR THIS PROJECT.6. LIST SPECIFIC GOALS YOU EXPECTED TO ACCOMPLISH WITH THE GRANT FUNDS. 7. HOW THE PROJECT OR OPERATIONS WILL BE FINANCED AFTER FUNDS FROM THIS FOUNDATION ARE EXPENDED.8. MEASUREMENT TESTS BY WHICH THE EFFECTIVENESS OF THE GRANT, IF MADE, SHOULD BE JUDGED WHEN THE GRANT FUNDS HAVE BEEN EXPENDED.9. A DETAILED BUDGET OF THE PROJECT OR NEED, SHOWING HOW THE REQUESTED FUNDS FROM THIS FOUNDATION WOULD BE SPENT. (THREE COLUMNS USUALLY ARE EFFECTIVE: LINE ITEM, TOTAL PROJECT, AND FOUNDATION FUNDS.) INCLUDE THE LENGTH OF TIME FUNDS WILL BE NEEDED.10. A STATEMENT THAT THE REQUESTING ORGANIZATION WILL FURNISH A REPORT SHOWING HOW THE FUNDS WERE SPENT AND THAT FUNDS WERE SPENT SOLELY FOR THE PURPOSES FOR WHICH THE GRANT IS SOUGHT. SUCH REPORTS MUST SATISFY THE REQUIREMENTS OF THE EDYTH BUSH CHARITABLE FOUNDATION, INC., THE INTERNAL REVENUE SERVICE, AND MAY BE REQUIRED TO BE CERTIFIED BY A CERTIFIED PUBLIC ACCOUNTANT. IF A GRANT IS MADE BY THE FOUNDATION TO YOUR ORGANIZATION, YOU WILL BE EXPECTED TO ACCEPT THE GENERAL TERMS AND CONDITIONS "EXHIBIT A" AVAILABLE IN THE GRANTEE TOOL BOX AT WWW.EDYTHBUSH.ORG.11. THE NAMES, OCCUPATIONS AND BUSINESS AFFILIATIONS OF EACH OF THE BOARD OF DIRECTORS OR THE TRUSTEES RESPONSIBLE FOR THE MANAGEMENT OF THE REQUESTING ORGANIZATION.12. THE APPLICATION MUST FURNISH AS ATTACHMENTS:(A) A STATEMENT SIGNED BY YOU THAT YOUR ORGANIZATION'S TAX EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND YOUR STATUS UNDER SECTION 509(A) HAS NOT BEEN REVOKED OR MODIFIED.(B) YOUR AGENCY'S LATEST ANNUAL IRS FORM 990 AND AUDIT, IF SUCH AUDITS ARE MADE. PROVIDE THE MOST RECENT QUARTERLY OR MONTHLY MANAGEMENT FINANCIAL REPORT AS WELL, IF THE ANNUAL STATEMENT IS MORE THAN THREE MONTHS OLD.GRANT REQUESTS WILL NOT BE RETURNED TO THE APPLICANTS.WHEN A GRANT REQUEST HAS BEEN ACTED ON, SUCH ACTION IS FINAL UPON THE REQUEST AS PRESENTED. IT NORMALLY WILL NOT BE CARRIED OVER FOR FUTURE CONSIDERATION UNLESS SPECIFICALLY DESIGNATED FOR FURTHER INVESTIGATION OR DEFERRED BY THE BOARD OF DIRECTORS. THE APPLICANT IS NOT PRECLUDED BY DENIAL OF A REQUEST FROM MAKING OTHER NEW GRANT REQUESTS IN THE FUTURE UNLESS THE FIELD OF A DENIED REQUEST IS ONE WHICH OUR BOARD OF DIRECTORS HAS LIMITED BY A POLICY DETERMINATION.GRANT REQUESTS SHOULD BE TRANSMITTED THROUGH WWV.EDYTHBUSH.ORG OR MAILED TO:EDYTH BUSH CHARITABLE FOUNDATION, INC. 199 E. WELBOURNE AVENUE, SUITE 100P.O. BOX 1967WINTER PARK, FLORIDA 32790-1967 TELEPHONE: (407) 647-4322TOLL FREE IN FLORIDA: (888) 647-4322 GRANT POLICIES AND PROCEDURES FORM 990-PF, PART XV, LINE 2D A. GEOGRAPHIC LIMITATIONS:THE FOUNDATION WELCOMES GRANT REQUESTS FROM OTHERWISE ELIGIBLE TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE CODE SECTIONS 501(C)(3) AND SECTION 509(A) LOCATED AND/OR OPERATING WITHIN THE ORLANDO MSA OF ORANGE, SEMINOLE, OSCEOLA AND LAKE COUNTIES, FLORIDA. OTHER GRANT REQUESTS SHOULD HAVE SPECIAL INTEREST OR SUPPORT FROM ONE OR MORE OF OUR DIRECTORS.B. GENERAL PURPOSES:1. BASED ON POLICY RESOLUTIONS ADOPTED BY EDYTH BUSH (MRS. ARCHIBALD G. BUSH), OUR FOUNDER, WHILE SHE WAS STILL ALIVE, THIS FOUNDATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, LITERARY, AND OTHER EXEMPT PURPOSES."SPECIAL CONSIDERATION WILL BE GIVEN TO DISTRIBUTIONS AND GRANTS TO CHARITABLE, RELIGIOUS AND EDUCATIONAL ORGANIZATIONS WHICH ARE ORGANIZED AND OPERATED TO HELP UNDERPRIVILEGED OR NEEDY PEOPLE TO IMPROVE THEMSELVES, OR TO RELIEVE HUMAN SUFFERING; 2. AS A PRACTICAL MATTER, WE HAVE MADE GRANTS FOR CHALLENGE AND DEVELOPMENT PURPOSES, CONSTRUCTION AND RENOVATION, EQUIPMENT AND EXPANSION OF FUNCTIONS, PILOT PROJECTS AND SEED START-UP OF NEW PROGRAMS, AND STUDY OR PLANNING GRANTS TO DETERMINE FEASIBILITY AND MARKET. WE ALSO HAVE MADE EMERGENCY GRANTS, EMERGENCY AND OTHER PROGRAM-RELATED INVESTMENT LOANS. OVER 50% OF OUR GRANTS ARE ON A CHALLENGE OR MATCH BASIS, EITHER "PAY-AS-MATCHED OR "ALL-OR-NOTHING."3. TYPICALLY, GRANTS RANGE FROM $5,000 TO $50,000. MANY OF OUR LARGER GRANTS ARE ON A CHALLENGE MATCH BASIS.4. THE FOUNDATION HAS BROAD INTERESTS IN HUMAN SERVICE, EDUCATION, HEALTH CARE AND A LIMITED INTEREST IN THE ARTS. THE FOUNDATION HAS ELECTED TO FOCUS THESE INTERESTS BY CONCENTRATING ON CERTAIN PRIORITIES WITHIN THE PARTICULAR FIELD. THIS FOCUS IS MORE CLEARLY DEFINED BY THE FOUNDATION'S GRANT POLICY LIMITATIONS.C. GRANT POLICY LIMITATIONS:IN ADDITION TO THE ORLANDO MSA GEOGRAPHIC LIMITATION, THE FOUNDATION WILL ORDINARILY DENY GRANT REQUESTS (AS ADOPTED BY OUR BOARD OF DIRECTORS):1. "FROM CHIEFLY TAX-SUPPORTED INSTITUTIONS, OR THEIR 'SUPPORT' FOUNDATIONS (MORE THAN 50% GOVERNMENT FUNDING OF THE OPERATIONS OR PROJECT INDICATES 'CHIEFLY TAX-SUPPORTED') OR TO CONTINUE DROPPED OR DISCONTINUED GOVERNMENT FUNDED PROGRAMS OR PROJECTS UNTIL AT LEAST ONE (1) YEAR OR MORE OF 51% PRIVATE FUNDING HAS BEEN COMPLETED SUCCESSFULLY;GRANT POLICIES AND PROCEDURES (CONT) -2. "FOR INDIVIDUAL SCHOLARSHIPS OR FOR INDIVIDUAL RESEARCH GRANTS EVEN IF THROUGH AN EXEMPT OR OTHERWISE QUALIFIED EDUCATIONAL ORGANIZATION; 3. "FOR ALCOHOLISM OR DRUG ABUSE PROGRAMS OR FACILITIES;4. "FOR ROUTINE OPERATING EXPENSES;5. "TO PAY OFF DEFICITS OR PRE-EXISTING DEBT;6. "FOR FOREIGN ORGANIZATIONS OR FOR FOREIGN EXPENDITURE. FOR THIS PURPOSE "FOREIGN" MEANS OUTSIDE THE UNITED STATES, OR ITS TERRITORIES AND POSSESSIONS, WHETHER THE ORGANIZATION ITSELF IS U.S. BASED OR FOREIGN BASED;7. "FOR TRAVEL PROJECTS OR FELLOWSHIPS;8. "FOR CHIEFLY CHURCH, SACRAMENTAL, DENOMINATIONAL OR INTER-DENOMINATIONAL PURPOSES, EXCEPT OUTREACH PROJECTS FOR ELDERLY, INDIGENTS, NEEDY, YOUTH, OR HOMELESS REGARDLESS OF BELIEF, RACE, COLOR, CREED, OR SEX;9. "FOR ENDOWMENT FUNDS OR OTHER PURELY REVENUE GENERATING FUNDS;10. "ADVOCACY ORGANIZATIONS OR ADVOCACY COMPONENT FUNDING;11. "FOR CULTURAL OR ARTS ORGANIZATIONS UNLESS THEIR COLLECTIONS, EXHIBITS, PROJECTS OR PERFORMANCES ARE OF DEMONSTRATED NATIONALLY RECOGNIZED QUALITY; OR FOR THE DEMONSTRATED EDUCATIONAL VALUE OF CHILDREN, K-12TH GRADE.12. "FROM ORGANIZATIONS HAVING RECEIPTS OR REVENUES FROM MEMBERSHIPS AND/OR CONTRIBUTIONS OF LESS THAN $25,000 IN THE PREVIOUS YEAR, OR FROM ANY ORGANIZATION WHOSE INTERNAL REVENUE CODE SECTION 509(A) 'PUBLICLY SUPPORTED' STATUS WILL NEED RENEWAL IN THE NEXT SIX (6) MONTHS.MOST OF THE POLICIES ARE THOSE FAVORED BY EDYTH BUSH, OUR FOUNDER, IN HER PERSONAL GIVING OR IN HER FOUNDATION POLICIES PRIOR TO HER DEATH.D. GRANT REQUEST PROCEDURES:1. WE SUGGEST THAT INITIAL CONTACT BE THROUGH THE ELIGIBILITY QUIZ LOCATED AT THE FOUNDATION'S WEBSITE AT WWW.EDYTHBUSH.ORG. YOU MAY ALSO CONTACT US BY TELEPHONE (407-647-4322), BY EMAIL, OR THROUGH A LETTER OF INQUIRY STATING THE AMOUNT SOUGHT AND PURPOSE OF THE GRANT, AND NATURE OF THE ORGANIZATION.2. GRANT REQUESTS ARE SUBMITTED THROUGH OUR ONLINE GRANT APPLICATION OR BY MAIL. THE PROGRAM OFFICER WILL PROVIDE YOU THE NECESSARY INFORMATION FOR ACCESS TO OUR ONLINE APPLICATION.3. WE MAY CONDUCT A FIELD REVIEW (SITE VISIT) BY ONE OR MORE OFFICERS OR DIRECTORS OF THE FOUNDATION. THE FIELD REVIEW INCLUDES A CONFERENCE WITH THE ORGANIZATION'S PROFESSIONAL STAFF INVOLVED IN THE REQUEST, ONE OR MORE OF ITS BOARD OF DIRECTORS OR TRUSTEES, APPROPRIATE ACCOUNTING PERSONNEL OF THE ORGANIZATION, AS WELL AS A REVIEW OF ACTUAL OPERATIONS.GRANT POLICIES AND PROCEDURES (CONT) -4. AFTER OUR REVIEW, YOU WILL BE NOTIFIED OF THE FOUNDATION'S DETERMINATION. IF APPROVED, YOU ARE ASKED TO ACCEPT THE GRANT TERMS, INCLUDING OUR GENERAL TERMS AND CONDITIONS - ''EXHIBIT A". YOU MAY BE ASKED TO ATTEND A GRANTEE CONFERENCE HELD AT OUR OFFICE PRIOR TO PAYOUT OF THE GRANT. IF THE GRANT IS A MATCH OR CHALLENGE GRANT, YOU SHOULD BE PREPARED TO MEET THE DEADLINES SPECIFIED IN THE GRANT LETTER WITHIN WHICH TO CERTIFY THE MATCH TO US, INCLUDING ENOUGH INFORMATION FOR THE FOUNDATION TO VERIFY THE CERTIFICATION. COPIES OF ALL GRANT-RELATED DOCUMENTS, INCLUDING THE ACCEPTANCE LETTER, EXHIBIT A, AND GRANTEE CONFERENCE ARE AVAILABLE IN THE GRANTEE TOOLBOX AT WWW.EDYTHBUSH.ORG.5. PROGRAM-RELATED INVESTMENT LOANS:REQUESTS FOR EMERGENCY, CONSTRUCTION, RENOVATION, OR "BRIDGE" LOANS REQUIRE A COMPLETE GRANT REQUEST AND MUST COMPLY WITH ALL OF THE FOUNDATION'S GRANT POLICIES. LOANS ARE ORDINARILY FOR UP TO A MAXIMUM OF THREE YEARS AT SIMPLE INTEREST. AFTER A FILE IS COMPLETE, THE REQUEST WILL TYPICALLY BE REVIEWED AND A DECISION MADE WITHIN SIXTY DAYS. WE SUGGEST TALKING TO THE PROGRAM OFFICER BEFORE FILING A LOAN REQUEST.E. GRANTEE REPORTING REQUIREMENTS:WE DO ASK GRANTEES TO PROVIDE US WITH A PROGRESS REPORT AT LEAST EVERY SIX MONTHS. WHEN THE GRANT FUNDS HAVE BEEN FULLY SPENT, WE REQUIRE A FINAL REPORT CONTAINING A LIST OF THE DISBURSEMENTS OF THE GRANT BALANCED AGAINST THE GRANT BUDGET, TOGETHER WITH AN EVALUATION OF THE RESULTS OF THE GRANT. NEW GRANT REQUESTS WILL NOT BE PROCESSED BY THE FOUNDATION FROM THE SAME ORGANIZATION UNTIL THE FINAL REPORT HAS BEEN FILED ON ANY PRIOR GRANT. THE FOUNDATION FROM TIME-TO-TIME CONDUCTS POST-REVIEW AUDITS OF PREVIOUSLY COMPLETED GRANTS. THIS IS PRIMARILY FOR THE PURPOSE OF ASSISTING THE FOUNDATION IN ESTABLISHING ITS OWN GRANT POLICIES AS WELL AS TO REVIEW THE STEWARDSHIP OF THE GRANT FUNDS BY YOUR ORGANIZATION.F. REAPPLICATIONS:IN CASE A GRANT REQUEST IS DENIED, REAPPLICATION ON THE SAME GRANT REQUEST ORDINARILY WILL NOT BE CONSIDERED. HOWEVER, UNLESS THE ORGANIZATION IS NOT ELIGIBLE FOR TAX OR POLICY REASONS, DENIAL OF A GRANT REQUEST IS WITHOUT PREJUDICE TO YOUR SUBMITTING OTHER REQUESTS ON DIFFERENT PROJECTS OR ON OTHER SUBJECTS.G. SUBMISSION OF REQUESTS:THE FOUNDATION HAS NO SUBMISSION DEADLINE DATES AND GRANT REQUESTS ARE RECEIVED AT ANY TIME. ALL REQUEST MATERIALS RECEIVED BECOME PROPERTY OF THE FOUNDATION AND WILL NOT BE RETURNED TO SENDER.H. OFFICE CONFERENCES AND TECHNICAL ASSISTANCE:PLEASE PHONE IN ADVANCE FOR APPOINTMENTS. MUCH CAN BE DONE BY TELEPHONE RATHER THAN TRAVEL. OUR TELEPHONE LINES ARE OPEN DURING OFFICE HOURS (9:00 A.M. TO 5:00 P.M.), AND WE ENCOURAGE PHONE OR EMAIL CONTACT.I. GRANT REQUEST OUTLINE:GRANT REQUESTS SHOULD FOLLOW CAREFULLY OUR ONLINE GRANT APPLICATION OR OUTLINE OF GRANT REQUEST REQUIREMENTS. THE OUTLINE, ALONG WITH OTHER IMPORTANT INFORMATION, IS AVAILABLE ON OUR WEBSITE WWW.EDYTHBUSH.ORG.GRANT POLICIES AND PROCEDURES (CONT) -EDYTH BUSH CHARITABLE FOUNDATION, INC. 199 E. WELBOURNE AVENUE, SUITE 100 WINTER PARK, FLORIDA 32789407-647-4322 OR 1-888-647-4322WWW.EDYTHBUSH.ORGDATED: NOVEMBER 2, 1979 (AS REVISED APRIL 2010) PART I, LINE 1, COLUMN (C) N/A = NOT APPLICABLE PART XII, LINE 2 FOUNDATION IS CONSTRUCTING A NEW HEADQUARTERS BUILDING. MET WEST TOTAL RETURN BOND FUND 7973325 8531781 PIMCO DIVERSIFIED FUND 7944973 8067149 PIMCO SHORT-TERM FUND 2664497 2669088 3M COMPANY COMMON STOCK 219875 3260400 AF EUROPACIFIC GROWTH FUND 4022031 4831506 CITY OF LONDON GLOBAL EMERGING MARKETS COUNTRY FUND 730401 3043141 DEPRINCE, RACE & ZOLLO LARGE-CAP VALUE FUND 4342464 4038945 DFA US SMALL CAP PORTFOLIO 5382837 4604638 LAZARD INTERNATIONAL STRATEGIC EQUITY FD 4122131 4496417 VANGUARD EQUITY INCOME FUND 4894326 4681144 VANGUARD INSTITUTIONAL INDEX FUND 3842524 8743833 WELLS CAPITAL HERITAGE ALLCAP GROWTH 5146182 9226085 BLACKROCK MULTI-ASSET INCOME FUND AT COST 6801457 6560761 CK PEARL FUND (MEDLEY OPPORTUNITY) L.P. AT COST 20847 20847 COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI AT COST 525037 387898 COMMONFUND HIGH QUALITY BOND FUND AT COST 5992907 6163924 FLAG PRIVATE EQUITY III AT COST 223414 365311 FLAG VENTURE PARTNERS VI, L.P. AT COST 451935 948124 HARBINGER CLASS L HOLDINGS LLC AT COST 566 1220 HARBINGER CLASS PE HOLDINGS, L.P. AT COST 18481 6543 JP MORGAN INCOME BUILDER FUND AT COST 6585645 6457629 LANDMARK REAL ASSETS FUND, L.P. AT COST 157790 1155591 PERENNIAL REAL ESTATE FD. AT COST 0 289321 STYX PARTNERS AT COST 0 1027 TIFF PRIVATE EQUITY PARTNERS 2007 AT COST 919615 520794 TIFF PRIVATE EQUITY PARTNERS 2008 AT COST 473811 302569 TIFF REALTY & RESOURCES 2008 AT COST 417188 152896 TIFF REALTY & RESOURCES III AT COST 245837 111556 TUCKERBROOK SB GLOBAL DISTRESSED FUND I AT COST 17209 441046 WESTPORT CAPITAL PARTNERS REAL ESTATE FUND I AT COST 32995 31695 LAND 500566 0 500566 500566 CONSTRUCTION IN PROGRESS 538883 0 538883 538883 FURNITURE, FIXTURES AND EQUIPMENT 201764 190099 11665 11665 LEGAL FEES 50540 5054 45486 ARTWORK 14860 14860 14860 DUES 3078 308 2770 EDUCATIONAL TRAINING 1002 210 792 EQUIPMENT RENTAL & MAINTENANCE 11862 1186 10676 INFORMATION SERVICES 85199 85199 0 INSURANCE 27475 5770 21705 LIBRARY MAINTENANCE 105 0 105 MISCELLANEOUS 24664 0 24664 OFFICE EXPENSES 35140 3514 31626 OTHER GRANT SERVICES 38393 0 38393 POSTAGE 1479 148 1331 TECHNOLOGY SERVICES 24376 2438 21938 CITY OF LONDON GLOBAL EMERGING MARKETS COUNTRY FUND 101571 COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, LP 3850 COMMONFUND HIGH QUALITY BOND FUND 47170 FLAG PRIVATE EQUITY III, LP 13713 FLAG VENTURE PARTNERS VI 6417 HARBINGER CLASS L HOLDINGS, LLC 177 HARBINGER CLASS PE HOLDINGS TRUST 920 LANDMARK REAL ASSETS FUND 501 CK PEARL (FKA MEDLEY OPPORTUNITY FUND) 22 PERENNIAL REAL ESTATE FUND 25013 STYX PARTNERS FUND 7 TIFF PRIVATE EQUITY PARTNERS 2007, LLC 235 TIFF PRIVATE EQUITY PARTNERS 2008, LLC -1333 TIFF REALTY & RESOURCES 2008, LLC 1904 TIFF REALTY & RESOURCES III 399 TUCKERBROOK SB GLOBAL DISTRESSED FUND 14600 WESTPORT CAPITAL PARTNERS REAL ESTATE FUND I 802 INVESTMENT MANAGEMENT FEES 116402 116402 0 EXCISE TAX, STATE TAXES AND FEES 141728 0 0