COMMUNITY FOUNDATION MARTIN ST LUCIE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION MARTIN ST LUCIE INC (EIN 65-0024030)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-08
- IRS object ID
- 202140399349300534
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-08T15:51:18-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592831281 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALER DONTEN LEVINE ET AL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DR 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334015948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650024030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION - | BusinessNameLine1Txt |
| Business Name Line2 | MARTIN/ST LUCIE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7722883795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SE MONTEREY COMMONS BLVD | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34994 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLYN STEVENSON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7722883795 | PhoneNum |
| Signature | 2021-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A PENCE JR | PreparerPersonNm |
| PTIN | P00141013 | PTIN |
| Phone | 5618329292 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELLYN STEVENSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NE LAGOON ISLAND COURT | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,560,095 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THECOMMUNITYFOUNDATIONMARTINSTLUCIE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC DESIRES AND INTENTIONS OF OUR DONORS/FUNDHOLDERS BY PROVIDING ASSISTANCE TO FACILITATE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. ASSISTANCE PROVIDED MAY INCLUDE RESEARCH, VETTING OF CHARITIES AND FOLLOW-UP REPORTING TO ENSURE IMPACT AND USE OF CONTRIBUTIONS/GRANT FUNDS. BY SUCCESSFULLY INVESTING OUR CLIENTS' CHARITABLE ASSETS, THE COMMUNITY FOUNDATION PRESERVES AND WORKS TO GROW COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUNDHOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS IN THE REGION AND THROUGHOUT THE UNITED STATES SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. THE COMMUNITY FOUNDATION HONORS THE INTENTIONS AND INTERESTS OF DECEASED FUNDHOLDERS THROUGH GRANT MAKING ACTIVITIES BASED ON THEIR WISHES AND GUIDELINES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,544,478 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,303,135 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $760,666 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,714,150 | CYInvestmentIncomeAmt |
| PY Other Revenue | $349,317 | PYOtherRevenueAmt |
| CY Other Revenue | $395,016 | CYOtherRevenueAmt |
| PY Total Revenue | $5,654,461 | PYTotalRevenueAmt |
| CY Total Revenue | $6,412,301 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,641,811 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,091,013 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $310,970 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $326,567 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,433 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $625,017 | PYOtherExpensesAmt |
| CY Other Expenses | $925,053 | CYOtherExpensesAmt |
| PY Total Expenses | $2,577,798 | PYTotalExpensesAmt |
| CY Total Expenses | $3,342,633 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,076,663 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,069,668 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,972,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,880,926 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $182,416 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $351,701 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,789,972 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,529,225 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS TO INSPIRE PHILANTHROPY THROUGH THE ESTABLISHMENT OF CHARITABLE GIVING FUNDS TO IMPACT COMMUNITIES ACROSS THE UNITED STATES AND AROUND THE GLOBE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,021,358 | ExpenseAmt |
| Grant | $2,091,013 | GrantAmt |
| Desc | SCHOLARSHIPS AND GRANTSSCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS.GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS. THESE FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF FIELDS OF INTEREST AND CAUSES, INCLUDING, BUT NOT LIMITED TO, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE. | Desc |
| Total Program Service Expenses | $3,021,358 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH BARBELLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7722883795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SE MONTEREY COMMONS BLVD | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34994 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN DOODY | ||||||
| VICE CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK FORDE | ||||||
| VICE CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH A NORMAN | ||||||
| IMMEDIATE PAST CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH J PASKOSKI III | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELLYN STEVENSON | ||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| W SCOTT WADE | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY CROWDER-MCCOY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN E FOSS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATE FREIHOFER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL A KELLY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GYTHA VON ALDENBRUCK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THEORA G WEBB | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BARBELLA | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $165,800 | $0 | $4,650 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $165,800 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,650 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,303,135 | AllOtherContributionsAmt |
| Noncash Contributions | $1,626,072 | NoncashContributionsAmt |
| Total Contributions | $4,303,135 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $408,472 | TotalRevenueColumnAmt |
| Exclusion | $408,472 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,453,472 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,147,794 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,305,678 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,305,678 | TotalRevenueColumnAmt |
| Exclusion | $1,305,678 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PHILANTHROPIC ADVISORY FEES | 541610 | $352,978 | $352,978 |
| OTHER INCOME | 900099 | $27,765 | $27,765 |
| PARTNERSHIP INCOME (LOSS) | 900099 | $14,273 | $14,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $395,016 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,412,301 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,109,166 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,021,223 | TotalAmt |
| Program Services | $2,021,223 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,790 | TotalAmt |
| Program Services | $69,790 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,000 | TotalAmt |
| Program Services | $121,800 | ProgramServicesAmt |
| Management And General | $43,500 | ManagementAndGeneralAmt |
| Fundraising | $8,700 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,595 | TotalAmt |
| Program Services | $73,216 | ProgramServicesAmt |
| Management And General | $26,149 | ManagementAndGeneralAmt |
| Fundraising | $5,230 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,711 | TotalAmt |
| Program Services | $19,398 | ProgramServicesAmt |
| Management And General | $6,928 | ManagementAndGeneralAmt |
| Fundraising | $1,385 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,261 | TotalAmt |
| Program Services | $14,183 | ProgramServicesAmt |
| Management And General | $5,065 | ManagementAndGeneralAmt |
| Fundraising | $1,013 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,978 | TotalAmt |
| Program Services | $352,978 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,750 | TotalAmt |
| Program Services | $33,375 | ProgramServicesAmt |
| Management And General | $33,375 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,730 | TotalAmt |
| Management And General | $145,730 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,441 | TotalAmt |
| Program Services | $73,297 | ProgramServicesAmt |
| Management And General | $4,072 | ManagementAndGeneralAmt |
| Fundraising | $4,072 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,686 | TotalAmt |
| Program Services | $25,680 | ProgramServicesAmt |
| Management And General | $9,172 | ManagementAndGeneralAmt |
| Fundraising | $1,834 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,482 | TotalAmt |
| Program Services | $14,337 | ProgramServicesAmt |
| Management And General | $5,121 | ManagementAndGeneralAmt |
| Fundraising | $1,024 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,972 | TotalAmt |
| Program Services | $26,229 | ProgramServicesAmt |
| Management And General | $8,743 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,845 | TotalAmt |
| Program Services | $11,884 | ProgramServicesAmt |
| Management And General | $3,961 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,677 | TotalAmt |
| Program Services | $535 | ProgramServicesAmt |
| Management And General | $2,142 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,188 | TotalAmt |
| Program Services | $638 | ProgramServicesAmt |
| Management And General | $2,550 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPORT | $158,506 | $158,506 | ||
| DUES & SUBSCRIPTIONS | $3,493 | $2,445 | $873 | $175 |
| MISCELLANEOUS EXPENSES | $2,305 | $1,844 | $461 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,342,633 | TotalAmt |
| Program Services | $3,021,358 | ProgramServicesAmt |
| Management And General | $297,842 | ManagementAndGeneralAmt |
| Fundraising | $23,433 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $662,478 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,387 | BOYAmt |
| EOY | $1,442,002 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,888 | BOYAmt |
| EOY | $10,048 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,258 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,976 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,959 | BOYAmt |
| EOY | $14,282 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,404,154 | BOYAmt |
| EOY | $19,274,169 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $477,947 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,972,388 | BOYAmt |
| EOY | $21,880,926 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,211 | BOYAmt |
| EOY | $79,055 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,205 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $46,110 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $226,536 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,416 | BOYAmt |
| EOY | $351,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,469,076 | BOYAmt |
| EOY | $15,038,508 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,320,896 | BOYAmt |
| EOY | $6,490,717 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,789,972 | BOYAmt |
| EOY | $21,529,225 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,972,388 | BOYAmt |
| EOY | $21,880,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,069,668 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,250,386 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$80,029 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $329,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,003,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,544,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,303,135 | CurrentTaxYearAmt |
| Total | $10,195,896 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $329,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,003,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,544,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,303,135 | CurrentTaxYearAmt |
| Total | $10,195,896 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,859,036 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,336,860 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $180,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $279,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $330,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $408,472 | CurrentTaxYearAmt |
| Total | $1,442,865 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,638,761 | TotalSupportAmt |
| Public Support CY170 | 0.71630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 36 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,987,623 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,233,980 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,009,002 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,102,070 | BeginningYearBalanceAmt |
| Contributions | $125 | ContributionsAmt |
| Investment Earnings Or Losses | $228,253 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $196,467 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $231,156 | AdministrativeExpensesAmt |
| End Year Balance | $12,902,825 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,217,591 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $682,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $563,015 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $234,742 | AdministrativeExpensesAmt |
| End Year Balance | $13,102,071 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,035,186 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $956,324 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $531,220 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $242,699 | AdministrativeExpensesAmt |
| End Year Balance | $13,217,591 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,512,827 | BeginningYearBalanceAmt |
| Contributions | $164,461 | ContributionsAmt |
| Investment Earnings Or Losses | $1,022,564 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $435,502 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $229,164 | AdministrativeExpensesAmt |
| End Year Balance | $13,035,186 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,094,824 | BeginningYearBalanceAmt |
| Contributions | $8,181,870 | ContributionsAmt |
| Investment Earnings Or Losses | -$59,510 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $119,510 | GrantsOrScholarshipsAmt |
| Other Expenditures | $441,121 | OtherExpendituresAmt |
| Administrative Expenses | $143,726 | AdministrativeExpensesAmt |
| End Year Balance | $12,512,827 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03410 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,953 | DepreciationAmt |
| Book Value | $6,962 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,343 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,023 | DepreciationAmt |
| Book Value | $7,320 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,282 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY TRANSACTIONS PAYABLE | Desc |
| Amt | $226,536 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $226,536 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,017,685 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,250,386 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,500 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$1,248,886 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,266,571 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $145,730 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $145,730 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,412,301 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,198,403 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,500 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,500 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,196,903 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $145,730 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $145,730 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,342,633 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS DISTRIBUTE ANNUAL CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS THAT HAVE BEEN RECOMMENDED BY DONORS AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. |
| PART X, LINE 2: | THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE FOUNDATION HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF FLORIDA | |||||||
| 4343 W FLAGLER STREET SUITE 400 | MIAMI | FL | 33134 | 136213516 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| ALLEHANY COLLEGE OF MARYLAND | |||||||
| 12401 WILLOWBROOK ROAD | CUMBERLAND | MD | 21502 | 521308479 | 501(C)(3) | $34,245 | OPERATING AND PROGRAM SUPPORT |
| ARTS FOUNDATION OF MARTIN COUNTY | |||||||
| 80 SE OCEAN BLVD | STUART | FL | 34994 | 650819846 | 501(C)(3) | $6,000 | OPERATING AND PROGRAM SUPPORT |
| BANNER LAKE CLUB INC | |||||||
| 12212 SE LANTANA AVENUE | HOBE SOUND | FL | 33475 | 591093236 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| BIG BROTHERS BIG SISTERS OF PALM BEACH & MARTIN COUNTY | |||||||
| 1700 KIRK ROAD | WEST PALM BEACH | FL | 33406 | 592676889 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| BOYS & GIRLS CLUB OF MARTIN COUNTY | |||||||
| 11500 SE LARES AVENUE | HOBE SOUND | FL | 33475 | 650253002 | 501(C)(3) | $42,600 | OPERATING AND PROGRAM SUPPORT |
| BOYS & GIRLS CLUB OF ST LUCIE COUNTY | |||||||
| 3104 AVENUE J | FT PIERCE | FL | 34947 | 650505369 | 501(C)(3) | $91,318 | OPERATING AND PROGRAM SUPPORT |
| C R JRS CHIP INC | |||||||
| 5370 SCHENLEY DRIVE | PITTSBURGH | PA | 15217 | 010867393 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| CAMBRIDGE COLLEGE OF HEALTHCARE & TECHNOLOGY | |||||||
| 5150 LINTON BLVD SUITE 340 | DELRAY BEACH | FL | 33484 | 270633989 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| CARING CHILDREN CLOTHING CHILDREN INC | |||||||
| 7985 SW JACK JAMES DRIVE | STUART | FL | 34997 | 650755386 | 501(C)(3) | $7,500 | OPERATING AND PROGRAM SUPPORT |
| CASTLE | |||||||
| 3525 W MIDWAY ROAD | FT PIERCE | FL | 34981 | 592094472 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| CENTENARY UNITED METHODIST CHURCH | |||||||
| 14501 BEDFORD ROAD NE | CUMBERLAND | MD | 21502 | 311813333 | 501(C)(3) | $14,279 | OPERATING AND PROGRAM SUPPORT |
| CHILDREN'S GOLF FOUNDATION INC | |||||||
| 7301 N HAVERHILL ROAD | RIVIERA BEACH | FL | 33407 | 650262208 | 501(C)(3) | $110,000 | OPERATING AND PROGRAM SUPPORT |
| COUNCIL ON AGING OF MARTIN COUNTY INC | |||||||
| 900 SE SALERNO ROAD | STUART | FL | 34997 | 521007762 | 501(C)(3) | $62,650 | OPERATING AND PROGRAM SUPPORT |
| DEANA'S EDUCATIONAL THEATER INC | |||||||
| 4 RAILROAD AVENUE SUITE 310 | WAKEFIELD | MA | 01880 | 043240550 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| DUNBAR EARLY LEARNING CENTER INC | |||||||
| 12100 SE LANTANA AVENUE | HOBE SOUND | FL | 33455 | 650216826 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| END IT CORPORATION | |||||||
| 804 S 6TH STREET | FT PIERCE | FL | 34950 | 272859310 | 501(C)(3) | $14,750 | OPERATING AND PROGRAM SUPPORT |
| EDUCATION FOUNDATION OF MARTIN COUNTY | |||||||
| PO BOX 291 | STUART | FL | 34995 | 650304639 | 501(C)(3) | $8,555 | OPERATING AND PROGRAM SUPPORT |
| EXCEPTIONAL ACADEMY FOR DIFFERENTLY-ABLED LEARNERS INC | |||||||
| 542 NW UNIVERSITY BLVD SUITE 101 | PORT ST LUCIE | FL | 34986 | 842103210 | 501(C)(3) | $9,000 | OPERATING AND PROGRAM SUPPORT |
| FAMILY PROMISE OF MARTIN COUNTY | |||||||
| PO BOX 1919 | STUART | FL | 34995 | 823848930 | 501(C)(3) | $25,000 | OPERATING AND PROGRAM SUPPORT |
| FIRST TEE OF NEW HAMPSHIRE INC | |||||||
| 22 NORTH ROAD | NORTH HAMPTON | NH | 03862 | 010749557 | 501(C)(3) | $20,000 | OPERATING AND PROGRAM SUPPORT |
| FLORIDA OCEANOGRAPHIC SOCIETY | |||||||
| 890 NE OCEAN BLVD | STUART | FL | 34996 | 591114306 | 501(C)(3) | $536,000 | OPERATING AND PROGRAM SUPPORT |
| GERTRUDE WALDEN CHILD CARE CENTER | |||||||
| 601 SE LAKE STREET | STUART | FL | 34994 | 591651492 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| HEART TO HEART INTERNATIONAL INC | |||||||
| PO BOX 15566 | LENEXA | KS | 66285 | 481108359 | 501(C)(3) | $7,000 | OPERATING AND PROGRAM SUPPORT |
| HIBISCUS CHILDREN'S CENTER FOUNDATION INC | |||||||
| 4001 NE SAVANNAH ROAD | JENSEN BEACH | FL | 34957 | 650411920 | 501(C)(3) | $13,000 | OPERATING AND PROGRAM SUPPORT |
| HISTORICAL SOCIETY OF MARTIN COUNTY INC | |||||||
| 825 NE OCEAN BLVD | STUART | FL | 34996 | 590913326 | 501(C)(3) | $28,000 | OPERATING AND PROGRAM SUPPORT |
| HOPE RURAL SCHOOL | |||||||
| 15929 SW 150TH STREET | INDIANTOWN | FL | 34956 | 592001615 | 501(C)(3) | $48,000 | OPERATING AND PROGRAM SUPPORT |
| JESUS HOUSE OF HOPE INC | |||||||
| 2484 SE BONITA STREET | STUART | FL | 34997 | 592422998 | 501(C)(3) | $97,530 | OPERATING AND PROGRAM SUPPORT |
| LIBRARY FOUNDATION OF MARTIN COUNTY | |||||||
| 2351 SE MONTEREY ROAD | STUART | FL | 34996 | 650315112 | 501(C)(3) | $10,700 | OPERATING AND PROGRAM SUPPORT |
| LIFEBUILDERS OF THE TREASURE COAST INC | |||||||
| 216 SOUTH 2ND STREET | FT PIERCE | FL | 34950 | 270628451 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| LIGHT OF THE WORLD CHARITIES | |||||||
| 1300 EAST 10TH STREET SUITE B | STUART | FL | 34996 | 650920003 | 501(C)(3) | $36,632 | OPERATING AND PROGRAM SUPPORT |
| LINDSAY SCHOOL OF THE ARTS INC | |||||||
| 1717 ORANGE AVENUE UNIT 4225 | FT PIERCE | FL | 34948 | 832021240 | 501(C)(3) | $14,500 | OPERATING AND PROGRAM SUPPORT |
| MARTIN HEALTH FOUNDATION INC | |||||||
| 2135 SE OCEAN BLVD | STUART | FL | 34996 | 592343938 | 501(C)(3) | $36,000 | OPERATING AND PROGRAM SUPPORT |
| MARY'S SHELTER OF THE TREASURE COAST | |||||||
| 1033 SE 14TH STREET | STUART | FL | 34996 | 263714519 | 501(C)(3) | $7,500 | OPERATING AND PROGRAM SUPPORT |
| MUSTARD SEED MINISTRIES OF FORT PIERCE INC | |||||||
| 3130 SOUTH US 1 | FT PIERCE | FL | 34982 | 650017366 | 501(C)(3) | $28,500 | OPERATING AND PROGRAM SUPPORT |
| NEW HORIZONS OF THE TREASURE COAST INC | |||||||
| 4500 WEST MIDWAY ROAD | FT PIERCE | FL | 34981 | 596153749 | 501(C)(3) | $29,000 | OPERATING AND PROGRAM SUPPORT |
| NINA HAVEN SCHOLARSHIPS INC | |||||||
| PO BOX 1978 | STUART | FL | 34995 | 136099012 | 501(C)(3) | $30,000 | OPERATING AND PROGRAM SUPPORT |
| OCEAN RESEARCH & CONSERVATION ASSOCIATION | |||||||
| 1420 SEAWAY DRIVE | FT PIERCE | FL | 34949 | 200901011 | 501(C)(3) | $15,000 | OPERATING AND PROGRAM SUPPORT |
| PACE CENTER FOR GIRLS TREASURE COAST | |||||||
| 3651 VIRGINIA AVENUE | FT PIERCE | FL | 34981 | 592414492 | 501(C)(3) | $46,395 | OPERATING AND PROGRAM SUPPORT |
| PERC INC | |||||||
| PO BOX 232 | GRAND ISLE | VT | 05458 | 650870592 | 501(C)(3) | $25,000 | OPERATING AND PROGRAM SUPPORT |
| PLACE OF HOPE INC | |||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | 650841384 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| PLANNED PARENTHOOD OF SOUTH EAST & NORTH FLORIDA | |||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | 591391115 | 501(C)(3) | $28,000 | OPERATING AND PROGRAM SUPPORT |
| PROJECT LIFT INC | |||||||
| 1330 SW 34TH STREET | PALM CITY | FL | 34990 | 273949112 | 501(C)(3) | $26,250 | OPERATING AND PROGRAM SUPPORT |
| ROUNDTABLE OF ST LUCIE COUNTY INC | |||||||
| 546 NW UNIVERSITY BLVD 204 | PORT ST LUCIE | FL | 34986 | 205375835 | 501(C)(3) | $21,000 | OPERATING AND PROGRAM SUPPORT |
| SAFESPACE INC | |||||||
| 612 SE DIXIE HIGHWAY | STUART | FL | 34994 | 591983994 | 501(C)(3) | $20,141 | OPERATING AND PROGRAM SUPPORT |
| SAMARITAN CENTER FOR YOUNG BOYS & FAMILIES | |||||||
| 1490 SE COVE ROAD | STUART | FL | 34997 | 591373247 | 501(C)(3) | $7,300 | OPERATING AND PROGRAM SUPPORT |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | 581437002 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| ST HELEN CATHOLIC CHURCH | |||||||
| 2085 TALLAHASSEE AVENUE | VERO BEACH | FL | 32960 | 592438903 | 501(C)(3) | $25,000 | OPERATING AND PROGRAM SUPPORT |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $7,780 | OPERATING AND PROGRAM SUPPORT |
| ST LUCIE HABITAT FOR HUMANITY | |||||||
| 702 S 6TH STREET | FT PIERCE | FL | 34950 | 650631850 | 501(C)(3) | $16,000 | OPERATING AND PROGRAM SUPPORT |
| SUNCOAST MENTAL HEALTH CENTER INC | |||||||
| 2222 COLONIAL ROAD SUITE 100 | FT PIERCE | FL | 34950 | 650789152 | 501(C)(3) | $16,247 | OPERATING AND PROGRAM SUPPORT |
| TEMPLE BEIT HAYAM | |||||||
| 951 SE MONTEREY COMMONS BLVD | STUART | FL | 34996 | 650433492 | 501(C)(3) | $6,200 | OPERATING AND PROGRAM SUPPORT |
| THE ARC OF MARTIN COUNTY INC | |||||||
| 2001 S KANNER HIGHWAY | STUART | FL | 34994 | 596153484 | 501(C)(3) | $24,123 | OPERATING AND PROGRAM SUPPORT |
| THE INNER TRUTH PROJECT | |||||||
| 2190 NW RESERVE PARK TRACE 13 | PORT ST LUCIE | FL | 34986 | 461339062 | 501(C)(3) | $31,930 | OPERATING AND PROGRAM SUPPORT |
| THE SALVATION ARMY OF MARTIN ST LUCIE & OKEECHOBEE COUNTIES | |||||||
| 821 SE MARTIN LUTHER KING JR BLVD | STUART | FL | 34994 | 132923701 | 501(C)(3) | $41,206 | OPERATING AND PROGRAM SUPPORT |
| TREASURE COAST WILDLIFE HOSPITAL INC | |||||||
| 8626 SW CITRUS BLVD | PALM CITY | FL | 34990 | 592410883 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| TYKES & TEENS INC | |||||||
| 3577 SW CORPORATE PARKWAY | PALM CITY | FL | 34990 | 650570899 | 501(C)(3) | $36,342 | OPERATING AND PROGRAM SUPPORT |
| UNITED AGAINST POVERTY INC | |||||||
| 2520 ORANGE AVENUE | FT PIERCE | FL | 34947 | 113697936 | 501(C)(3) | $6,194 | OPERATING AND PROGRAM SUPPORT |
| VOLUNTEERS IN MEDICINE | |||||||
| 417 SE BALBOA AVENUE | STUART | FL | 34994 | 651115793 | 501(C)(3) | $19,500 | OPERATING AND PROGRAM SUPPORT |
| WORLD CENTRAL KITCHEN INC | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | 273521132 | 501(C)(3) | $7,000 | OPERATING AND PROGRAM SUPPORT |
| WORLD GOLF FOUNDATION INC | |||||||
| 425 S LEGACY TRAIL 335 | ST AUGUSTINE | FL | 32092 | 592998925 | 501(C)(3) | $25,000 | OPERATING AND PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 61 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION | GrantTypeTxt |
| Recipient | 17 | RecipientCnt |
| Cash Grant | $69,790 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS - SCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS FROM THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS. GRANTS - GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS AND IN CERTAIN CIRCUMSTANCES, A COMPREHENSIVE APPLICIATION PROCESS IS REQUIRED. FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF ISSUES INCLUDING, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE. IN ORDER TO QUALIFY, THE GRANTEE ENTITY IS REQUIRED TO BE A 501(C)(3) ORGANIZATION. DEPENDING ON THE FUNDS USED TO ISSUE THE GRANT, THE GRANTEE ORGANIZATION MAY OR MAY NOT BE REQUIRED TO PROVIDE A REPORT BACK TO THE FOUNDATION DETAILING HOW FUNDS WERE SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH BARBELLA | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $162,800 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $3,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,650 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $170,450 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,687,012 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES GREATER HORIZON'S TO MANAGE VARIOUS INVESTMENTS, INCLUDING THE SALE OF SECURITIES DONATED DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DESIGNATED THE BOARD FINANCE & AUDIT COMMITTEE TO PRELIMINARILY REVIEW THE ANNUAL FORM 990. ONCE REVIEWED AND APPROVED BY THE BOARD FINANCE & AUDIT COMMITTEE, THE FORM 990 IS FORWARDED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY THE BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF. THE BOARD AND STAFF ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AT EACH BOARD MEETING SO AS TO CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS. INDUSTRY CONSULTATION DATA PROVIDED BY THE FLORIDA PHILANTHROPIC NETWORK, NATIONAL COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF FLORIDA COMMUNITY FOUNDATIONS IS USED AS GUIDANCE, AS WELL AS THE PRESIDENT/CEO'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Comments