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PAUL AND JILL KANEB FAMILY CHARITABLE: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PAUL AND JILL KANEB FAMILY CHARITABLE (EIN 59-3214005)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-01
IRS object ID
202140919349100804
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)
Return2021-04-01T13:01:35-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11075 MAIN STREET SUITE 130AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02451ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593214005EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL AND JILL KANEB FAMILY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone7727787140PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1GEORGE E WARREN 3001 OCEAN DR 20AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329631992ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL KANEBPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7727787140PhoneNum
Signature2021-03-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastKANEBPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL HALPERNPreparerPersonNm
PTINP00297038PTIN
Phone7815478800PhoneNum
Preparation2021-03-28PreparationDt

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$4,271,600FMVAssetsEOYAmt
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$66,589DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,589DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$97,250NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,270,196GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$97,250CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$163,839TotalRevAndExpnssAmt
Total Net Invst Incm$163,839TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,733AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,042AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,973OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,973OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$759TaxesRevAndExpnssAmt
Taxes Net Invst Incm$759TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$144OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$109OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,651TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,574TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,077TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$155,435ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$155,435ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$174,086TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,574TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$159,512TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,247ExcessRevenueOverExpensesAmt
Net Investment Income$149,265NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,330,328SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,005,320SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,005,320SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,069,142OtherInvestmentsBOYAmt
Other Investments EOY$2,358,818OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,266,280OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,399,470TotalAssetsBOYAmt
Total Assets EOY$3,364,138TotalAssetsEOYAmt
Total Assets EOYFMV$4,271,600TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,071,167CapitalStockBOYAmt
Capital Stock EOY$2,071,167CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,328,303RetainedEarningBOYAmt
Retained Earning EOY$1,292,971RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,399,470TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,364,138TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,399,470TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,364,138TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,399,470TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,247ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,389,223SubtotalAmt
Other Decreases$25,085OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,364,138TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUESTP2020-12-31$349,789$369,899-$20,110-$20,110
BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUESTP2020-12-31$302,843$234,005$68,838$68,838
CHARLES SCHWAB - AVAILABLE UPON REQUESTP2020-12-31$169,566$177,407-$7,841-$7,841
CHARLES SCHWAB - AVAILABLE UPON REQUESTP2020-12-31$440,308$391,635$48,673$48,673
CAPITAL GAINS DIVIDENDSP$7,690$7,690$7,690
FieldValueIRS element (for citing)
Capital Gain Net Income$97,250CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,075InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,075SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,075TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,725OverpaymentAmt
Applied To ES Tax$4,725AppliedToESTaxAmt
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 StateMAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PAUL D KANEB SRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7727787140PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1GEORGE E WARREN 3001 OCEAN DR 203AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329631992ZIPCd
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
PAUL D KANEB SR
111 STINGAREE POINT-JOHNS ISLANDVERO BEACHFL329633835TRUSTEE0.25$0$0$0
JILL M KANEB
111 STINGAREE POINT-JOHNS ISLANDVERO BEACHFL329633835TRUSTEE0.25$0$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)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,197,192AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$863,636AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,060,828TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,060,828AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,912CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,999,916NetVlNoncharitableAssetsAmt
Minimum Investment Return$199,996MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$199,996MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,075TaxBasedOnInvestmentIncomeAmt
Total Tax$2,075TotalTaxAmt
Distributable Before Adj$197,921DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$197,921DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$197,921DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$159,512ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$159,512QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$159,512AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$197,921DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,192ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,402ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,821ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,063ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,376ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,854TotalExcessDistributionCyovAmt
Qualifying Distributions$159,512QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$159,512AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$38,409ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$38,409ExcessDistributionCyovAppCYAmt
Total Corpus$2,445TotalCorpusAmt
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$2,445ExcessDistriCyovToNextYrAmt
Excess From Year1$2,445ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
152 COMMONWEALTH FOUNDATION INC
152 COMMONWEALTH AVENUE CHILTONCLUBBOSTONMA02116NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$500
ALZHEIMER & PARKINSON ASSOCIATION OF INDIAN RIVER COUNTY
2300 5TH AVE SUITE 150VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$50
BARNSTABLE CLEAN WATER COALITION
864 MAIN STREETOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$2,500
BARNSTABLE LAND TRUST
407 NORTH STREETHYANNISMA02601NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$2,500
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$6,500
CAHOON MUSEUM OF AMERICAN ART
4676 FALMOUTH ROADCOTUITMA02635NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$250
CAPE COD HEALTHCARE FOUNDATION
PO BOX 370HYANNISMA02601NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$5,000
CLEVELAND CLINIC INDIAN RIVER FOUNDATION
1000 37TH PLACE SUITE 101VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERTING EXPENSES$24,000
INDIAN RIVER LAND TRUST INC
80 ROYAL PALM POINTE 301VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$90,000
IRCFIMPACT 100
4010 EXECUTIVE PARK DRIVE SUITE 100CINCINNATIOH45241NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
MARCH OF DIMES
220 W EXCHANGE ST 3PROVIDENCERI02903NONEPUBLIC CHARITYGENERAL OPERTATING EXPENSES$250
MCKEE BOTANICAL GARDEN
350 US-1VERO BEACHFL32962NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$10,050
OSTERVILLE HISTORICAL MUSEUM
155 W BAY ROADOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$200
OSTERVILLE HISTORICAL SOCIETY INC
155 W BAY ROADOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
OSTERVILLE VILLAGE ASSOCIATION
11 WIANNO AVENUEOSTERVILLEMA02655NONEPUBLIC CHARITYJGATTA - 02/16/16 10:45AM INTERVIEW FORM PF-19$35
OSTERVILLE VILLAGE LIBRARY
43 WIANNO AVENUEOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$500
PEDDIE SCHOOL
201 SOUTH MAIN STREETHIGHSTOWNNJ08520NONEPUBLIC CHARITYGENERAL OPERATING EXPENSE$50
RIVERSIDE THEATRE
45 FAIRMOUNT AVEHYDE PARKMA02136NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
SAVE OUR SOUNDALLIANCE TO PROTECT NANTUCKET SOUND INC
4 BARNSTABLE ROADHYANNISMA02601NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$2,500
THE ANTIQUE BOAT MUSEUM
750 MARY STREETCLAYTONNY13624NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$50
THE BOYS AND GIRLS CLUB OF INDIAN RIVER COUNTY
1729 17TH AVEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$350
THE LEARNING ALLIANCE
2066 14TH AVENUEVERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$50
VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DRIVEVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$7,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$155,435TotalGrantOrContriPdDurYrAmt
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$66,589ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$97,250ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$163,839ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$163,839TotalIncomeProducingActyAmt

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 PROFESSIONAL FEESCategoryTxt
Amt$5,775Amt
Net Investment Income$1,733NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,042DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BROWN BROTHERS HARRIMAN - COMMON STOCKSAT COST$986,667$1,833,363
BROWN BROTHERS HARRIMAN - FIXED INCOMEAT COST$1,372,151$1,432,917

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING/COST BASIS DIFFERENCES ON SALES OF DONATED SECURITIESDesc
Amt$25,085Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL FILING FEE (MA)$35$0$35
MISCELLANEOUS DEDUCTIONS$109$109$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$11,973Amt
Net Investment Income$11,973NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX EXPENSECategoryTxt
Amt$759Amt
Net Investment Income$759NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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