TRUSTBRIDGE FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTBRIDGE FOUNDATION INC (EIN 20-3974070)
- Tax period
- 2024-01-01 to 2024-09-30
- Filed
- 2025-08-15
- IRS object ID
- 202532279349303623
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T16:57:21+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 E Palmetto Park Road Suite 403 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203974070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TrustBridge Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 5614946888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 CAPITAL DRIVE | AddressLine1Txt |
| City | LAKEWOOD RANCH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAIDA BOUHAMID | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5614946888 | PhoneNum |
| Signature | 2025-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | April Arnold | PreparerPersonNm |
| PTIN | P01559426 | PTIN |
| Phone | 5612991820 | PhoneNum |
| Preparation | 2025-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTBRIDGE HOSPICE FOUNDATION | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN FLEECE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 CAPITAL DRIVE | AddressLine1Txt |
| City | LAKEWOOD RANCH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,112,857 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://trustbridge.com/foundation/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO RAISE AND MANAGE CHARITABLE DONATIONS TO SUPPORT NONPROFIT END OF LIFE CARE PROVIDER TRUSTBRIDGE, INC AND ITS SUBSIDIARIES THROUGH A COMPREHENSIVE FUNDRAISING PROGRAM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 105 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,896,674 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,603,726 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,082,426 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,028,639 | CYInvestmentIncomeAmt |
| PY Other Revenue | $555,705 | PYOtherRevenueAmt |
| CY Other Revenue | -$26,000 | CYOtherRevenueAmt |
| PY Total Revenue | $10,534,805 | PYTotalRevenueAmt |
| CY Total Revenue | $9,606,365 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,109,653 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,536,688 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,155,649 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,413,481 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $492,934 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,528,989 | PYOtherExpensesAmt |
| CY Other Expenses | $1,815,218 | CYOtherExpensesAmt |
| PY Total Expenses | $6,794,291 | PYTotalExpensesAmt |
| CY Total Expenses | $6,765,387 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,740,514 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,840,978 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $158,688,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,182,109 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,212,224 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,977,829 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $157,476,571 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $175,204,280 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION IS TO RAISE AND MANAGE CHARITABLE DONATIONS TO SUPPORT NONPROFIT END OF LIFE CARE PROVIDER TRUSTBRIDGE, INC AND ITS SUBSIDIARIES, WHO IN 2024, PROVIDED COMPASSIONATE CARE TO 9,890 HOSPICE PATIENTS AND THEIR FAMILIES INCLUDING 100% COVERAGE FOR 186 PATIENTS WITHOUT INSURANCE WHO QUALIFIED FOR CHARITY CARE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,755,444 | ExpenseAmt |
| Grant | $958,274 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EXTRAORDINARY COMFORT MEASURES: TRUSTBRIDGE IS ONE OF ONLY 3% OF HOSPICES NATIONWIDE THAT ADMIT PATIENTS INTO HOSPICE CARE WHO NEED TO CONTINUE TREATMENTS FOR THEIR COMFORT (CHEMOTHERAPY, RADIATION, INTRAVENOUS MEDICATIONS AND BLOOD TRANSFUSIONS). YOUR DONATIONS FUND THE COMFORT MEASURES SO THESE FAMILIES CAN BENEFIT FROM THE WORLD OF SUPPORT THAT HOSPICE OFFERS. 470 PATIENTS RECEIVED EXTRAORDINARY COMFORT MEASURES IN 2023. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,242,754 | ExpenseAmt |
| Grant | $1,152,151 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CHARITABLE CARE: AS LOCAL, NOT FOR PROFIT HOSPICE WE ARE COMMITTED TO PROVIDING CARE FOR EVERYONE IN OUR COMMUNITY, INCLUDING THOSE WITHOUT INSURANCE OR THE ABILITY TO PAY. IN 2023, DONATIONS HELPED PROVIDE 6,301 DAYS OF CARE TO UNINSURED PATIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,234,826 | ExpenseAmt |
| Grant | $621,628 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MUSIC THERAPY: MUSIC CAN CREATE A PHYSICAL AND EMOTIONAL CONNECTION THAT RELIEVES PAIN, ANXIETY, DEPRESSION AND OTHER SYMPTOMS. WE OFFER ONE OF THE NATION'S LARGEST MUSIC THERAPY PROGRAMS, PROVIDING 5,784 MUSIC THERAPY VISITS IN 2023. GRIEF SUPPORT: IN 2023, WE WERE ABLE TO HELP 1,992 ADULTS WITH INDIVIDUAL AND GROUP COUNSELING. WE SERVED 308 CHILDREN AND TEENS WITH INDIVIDUAL AND GROUP COUNSELING SESSIONS. IN ADDITION, 48 CHILDREN ATTENDED BEREAVEMENT CAMP PROGRAMS: CAMP GOOD GRIEF, CAMP STINGRAY, AND CLUB SEAHORSE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $804,635 | ExpenseAmt |
| Grant | $804,635 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TRUSTBRIDGE FOUNDATION, INC. PROVIDES FUNDRAISING, INVESTMENT MANAGEMENT, AND OTHER SUPPORT SERVICES, TO TRUSTBRIDGE, INC., A RELATED TAX-EXEMPT ORGANIZATION, AND ITS SUBSIDIARIES, INCLUDING HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE OF BROWARD COUNTY, INC. AND HOSPICE BY THE SEA, INC. OUR FOUNDATION IS DEDICATED TO SUPPORTING THE SPECIALIZED PROGRAMS THAT TRUSTBRIDGE PROVIDES THAT ARE ABOVE AND BEYOND TRADITIONAL HOSPICE CARE, INCLUDING VETERANS PROGRAM, PHYSICIAN FELLOWSHIP PROGRAM AND EMPLOYEE TRAINING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $804,635 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $804,635 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,037,659 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UV | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| 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 | SAIDA BOUHAMID | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3528737400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 CAPITAL DRIVE | AddressLine1Txt |
| City | LAKEWOOD RANCH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| CHRIS CALLAHAN | |||||||
| CHAIRMAN | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DARI BOWMAN | |||||||
| SECRETARY | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MEREDITH TUCKER | |||||||
| TREASURER | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STUART B KLEIN | |||||||
| VICE CHAIR | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADOLFO ZARALEGUI | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| BISHOP OSHEA GRANGER | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| F MALCOLM CUNNINGHAM JR | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY M BISHOP | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER BRANCACCIO | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| JESSICA LERNER | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| KEVIN DILALLO | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| MARK COOK | |||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |
| NAISHADH LALWANI | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| PATRICK J FRANKLIN | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| PETER CLARKE | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| PETER SACHS | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| SHARI COHEN | |||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Christy Hendricks | |||||||
| CHIEF LEGAL OFFICER | 1.0 | 49.0 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH JOHNSON | |||||||
| PRESIDENT TRUSTBRIDGE FOUNDATION | 50.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| GREGORY E LEACH | |||||||
| VP STRATEGY FOUNDATION | 50.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN FLEECE | |||||||
| PRESIDENT/CEO | 1.0 | 49.0 | Yes (X) | $0 | $0 | $0 | |
| MARK R HUNTLEY | |||||||
| FORMER CFO | 10.0 | 30.0 | Yes (X) | $0 | $0 | $0 | |
| Saida Bouhamid | |||||||
| CFO | 1.0 | 49.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc |
|---|---|---|---|---|
| JP MORGAN | ||||
| 390 MADISON AVENUE FLOOR 14 | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT SERVICES |
| CHRALES SCHWAB | ||||
| FLAGLER CENTER 501 S FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | INVESTMENT MANAGEMENT SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $140,963 | FundraisingAmt |
| All Other Contributions | $5,462,763 | AllOtherContributionsAmt |
| Noncash Contributions | $1,434,092 | NoncashContributionsAmt |
| Total Contributions | $5,603,726 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,754,167 | TotalRevenueColumnAmt |
| Exclusion | $2,754,167 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,274,472 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,274,472 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,274,472 | TotalRevenueColumnAmt |
| Exclusion | $1,274,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $46,400 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $140,963 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $72,400 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,000 | TotalRevenueColumnAmt |
| Exclusion | -$26,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,434,092 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,434,092 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,606,365 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,002,639 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,525,216 | TotalAmt |
| Program Services | $3,525,216 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,472 | TotalAmt |
| Program Services | $11,472 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,492 | TotalAmt |
| Management And General | $151,021 | ManagementAndGeneralAmt |
| Fundraising | $301,471 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,407 | TotalAmt |
| Program Services | $684,407 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,319 | TotalAmt |
| Program Services | $24,319 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,338 | TotalAmt |
| Program Services | $178,338 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,925 | TotalAmt |
| Program Services | $59,140 | ProgramServicesAmt |
| Management And General | $7,393 | ManagementAndGeneralAmt |
| Fundraising | $7,392 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,139 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $161,475 | ManagementAndGeneralAmt |
| Fundraising | $71,664 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,906 | TotalAmt |
| Program Services | $76,906 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,997 | TotalAmt |
| Program Services | $29,997 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,429 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $766,429 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,070 | TotalAmt |
| Program Services | $16,667 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $21,403 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,743 | TotalAmt |
| Program Services | $54,159 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $3,584 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,970 | TotalAmt |
| Program Services | $42,346 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $12,624 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,917 | TotalAmt |
| Program Services | $301,888 | ProgramServicesAmt |
| Management And General | $73,193 | ManagementAndGeneralAmt |
| Fundraising | $64,836 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,435 | TotalAmt |
| Program Services | $2,892 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $2,543 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590 | TotalAmt |
| Program Services | $590 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,202 | TotalAmt |
| Program Services | $9,941 | ProgramServicesAmt |
| Management And General | $2,840 | ManagementAndGeneralAmt |
| Fundraising | $1,421 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Miscellanous | $74,206 | $1,763 | $72,443 | |
| Dietary | $17,618 | $17,618 | ||
| Medical and Small Equipment | $5,996 | $5,996 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,765,387 | TotalAmt |
| Program Services | $5,037,659 | ProgramServicesAmt |
| Management And General | $1,234,794 | ManagementAndGeneralAmt |
| Fundraising | $492,934 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,585,422 | BOYAmt |
| EOY | $566,091 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,101,631 | BOYAmt |
| EOY | $1,048,491 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,200 | BOYAmt |
| EOY | $35,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,034 | BOYAmt |
| EOY | $38,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $661,925 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $579,488 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,279 | BOYAmt |
| EOY | $82,437 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,474,860 | BOYAmt |
| EOY | $151,871,883 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,435,390 | BOYAmt |
| EOY | $15,184,718 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,966,979 | BOYAmt |
| EOY | $8,355,089 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,688,795 | BOYAmt |
| EOY | $177,182,109 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,421 | BOYAmt |
| EOY | $304,414 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,100 | BOYAmt |
| EOY | $168,411 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,703 | BOYAmt |
| EOY | $1,505,004 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,212,224 | BOYAmt |
| EOY | $1,977,829 | 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 | $153,641,257 | BOYAmt |
| EOY | $171,318,921 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,835,314 | BOYAmt |
| EOY | $3,885,359 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,476,571 | BOYAmt |
| EOY | $175,204,280 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,688,795 | BOYAmt |
| EOY | $177,182,109 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,840,978 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,835,515 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $51,216 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $5,430,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,168,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,692,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,896,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,603,726 | CurrentTaxYearAmt |
| Total | $28,792,095 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,430,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,168,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,692,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,896,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,603,726 | CurrentTaxYearAmt |
| Total | $28,792,095 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,929,576 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,862,519 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,493,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,043,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,330,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,188,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,754,167 | CurrentTaxYearAmt |
| Total | $17,809,732 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $170,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $183,876 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $826,255 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,428,082 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,763,290 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.54530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50571 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - NET INCOME FROM FUNDRAISING EVENTS, COLUMN A - 166740.0, COLUMN B - 230064.0, COLUMN C - 176469.0, COLUMN D - 226747.0, COLUMN E - 0.0, COLUMN F - 800020.0; DESCRIPTION - GAMING INCOME, COLUMN A - 3750.0, COLUMN B - 15078.0, COLUMN C - 7407.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 26235.0; | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,655,460 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $252,710 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,908,170 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,392,687 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $262,773 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,655,460 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,219,780 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$515,483 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $311,610 | OtherExpendituresAmt |
| End Year Balance | $2,392,687 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,196,762 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $311,610 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $288,592 | OtherExpendituresAmt |
| End Year Balance | $3,219,780 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,044,059 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $288,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $135,889 | OtherExpendituresAmt |
| End Year Balance | $3,196,762 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,085 | OtherCostOrOtherBasisAmt |
| Book Value | $9,085 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $474,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $442,629 | DepreciationAmt |
| Book Value | $31,599 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,612 | OtherCostOrOtherBasisAmt |
| Depreciation | $136,859 | DepreciationAmt |
| Book Value | $41,753 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $82,437 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| ALTERNATIVE INVESTMENTS - HEDGE FUNDS | $11,470,757 | F |
| EXCHANGE TRADED FUNDS | ||
| ALTERNATIVE INVESTMENTS - INTERNATIONAL | $3,713,961 | F |
| COMMON TRUST FUNDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,184,718 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| DUE TO AFFILIATES | $1,340,252 |
| LEASE LIABILITY | $164,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,505,004 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,799,067 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,835,515 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $123,616 | OtherRevenueAmt |
| Revenue Not Reported | $14,959,131 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,839,936 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $766,429 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $766,429 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,606,365 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,071,358 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $72,400 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $72,400 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,998,958 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $766,429 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $766,429 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,765,387 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE ENDOWMENT FUNDS ARE HELD BY TRUSTBRIDGE FOUNDATION, INC. AND ARE INTENDED TO BE USED TO SUPPORT THE PROGRAM AND ACTIVITIES OF HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE BY THE SEA, INC., AND ALL RELATED ORGANIZATIONS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Foundation has received a determination letter from the Internal Revenue Service ("IRS") that it is exempt from federal income tax as a foundation described in Section 501(c)(3) of the Internal Revenue Code ("IRC"). It is also exempt from state income tax pursuant to Florida law. Further, the Foundation is not a private foundation for federal tax purposes and qualifies for the charitable contribution deduction under IRC Section 170 as well as tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. The Foundation is annually required to file a Return of Foundation Exempt from Income Tax (Form 990) with the IRS. In addition, the Foundation is potentially subject to income tax on net income that is derived from activities that are unrelated to its exempt purposes, if any. The Foundation had no unrelated business income during the nine months ended September 30, 2024. Accordingly, these financial statements include no provision or liability for income taxes. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Change in Split Interest agreement - -6841 Change in assets held in trust - 58057 Fundraising Expenses - 72400 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Fundraising Expenses - 72400 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $15,184,718 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $15,184,718 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,184,718 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | A Bourbon Affair | Event1Nm |
| Gross Receipts Event1 | $55,026 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,476 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,550 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $813 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $6,961 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $524 | OtherDirectExpensesEvent1Amt |
| Event2 | Sunset Soiree | Event2Nm |
| Gross Receipts Event2 | $91,660 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $60,710 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $30,950 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $1,104 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $7,801 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,875 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $31,783 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,277 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $40,677 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $34,777 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $5,900 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $3,782 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,480 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $187,363 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $140,963 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $46,400 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,917 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,801 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,618 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $31,783 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,281 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $72,400 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$26,000 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| TRUSTBRIDGE INC | |||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 203974015 | 501(C)(3) | $89,600 | Program Support |
| HARBOR PALLIATIVE CARE SERVICES INC | |||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 800674849 | 501(c)(3) | $71,869 | Program Support |
| HOSPICE OF PALM BEACH COUNTY INC | |||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 591825937 | 501(c)(3) | $2,411,020 | Program Support |
| HOSPICE BY THE SEA INC | |||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 591952942 | 501(c)(3) | $952,727 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Household Expense Assistance | GrantTypeTxt |
| Recipient | 18 | RecipientCnt |
| Cash Grant | $11,472 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION GRANTS FUNDS TO RELATED ORGANIZATIONS THAT IT SUPPORTS. THE CFO MONITORS THE FUNDS TO ENSURE THEY ARE USED FOR THEIR INTENDED PURPOSES. THE ASSISTANCE PROVIDED TO INDIVIDUALS IS PROVIDED DIRECTLY TO THE COMPANY OR ORGANIZATION BY WHICH THE ASSISTANCE IS BEING PROVIDED. FOR EXAMPLE, ASSISTANCE PROVIDED TO AN INDIVIDUAL THAT IS INTENDED TO PAY THEIR ELECTRIC BILL WOULD BE PAID DIRECTLY TO THE ELECTRIC COMPANY TO ENSURE THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,434,092 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 804,635 including grants of $ 804,635)(Revenue $ 0) TRUSTBRIDGE FOUNDATION, INC. PROVIDES FUNDRAISING, INVESTMENT MANAGEMENT, AND OTHER SUPPORT SERVICES, TO TRUSTBRIDGE, INC., A RELATED TAX-EXEMPT ORGANIZATION, AND ITS SUBSIDIARIES, INCLUDING HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE OF BROWARD COUNTY, INC. AND HOSPICE BY THE SEA, INC. OUR FOUNDATION IS DEDICATED TO SUPPORTING THE SPECIALIZED PROGRAMS THAT TRUSTBRIDGE PROVIDES THAT ARE ABOVE AND BEYOND TRADITIONAL HOSPICE CARE, INCLUDING VETERANS PROGRAM, PHYSICIAN FELLOWSHIP PROGRAM AND EMPLOYEE TRAINING. |
| Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION | THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS THE PRESIDENT AND CEO OF EMPATH-STRATUM, INC. (ESI), A RELATED ORGANIZATION. THE CEO'S COMPENSATION IS DETERMINED BY AND PAID FOR BY ESI. THE EXECUTIVE COMMITTEE OF THE ESI BOARD MEETS ANNUALLY TO REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT AND CEO. THE EXECUTIVE COMMITTEE'S REVIEW OF CEO COMPENSATION INCLUDES INFORMATION PROVIDED IN THE MOST RECENT EXTERNAL COMPENSATION REVIEW. THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS IS ALSO DETERMINED BY ESI. THE COMPENSATION OF OTHER OFFICERS IS REVIEWED ON AN ANNUAL BASIS BY THE CEO OF ESI. AFTER REVIEWING OFFICER COMPENSATION, THE CEO'S RECOMMENDATIONS ARE THEN APPROVED BY ESI'S BOARD OF DIRECTORS. THESE REVIEWS ARE DOCUMENTED IN EACH EMPLOYEE'S FILE. THE REVIEW OF OTHER OFFICERS' COMPENSATION INCLUDES INFORMATION PROVIDED IN THE MOST RECENT EXTERNAL COMPENSATION REVIEW. EXTERNAL COMPENSATION REVIEWS ARE PERFORMED ACCORDING TO THE FOLLOWING PROCESS: EVERY 3-5 YEARS HUMAN RESOURCES WILL EMPLOY A WELL-RECOGNIZED, INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE MARKET RANGES FOR THE CEO OF ESI. THE REVIEW WILL INCLUDE A NATIONAL COMPARISON OF SIMILAR JOBS AT SIMILARLY SITUATED COMPANIES IN ORDER TO MAKE CERTAIN THAT THESE KEY EMPLOYEES ARE PAID WITHIN A REASONABLE AND APPROPRIATE RANGE. THE RESULTING RECOMMENDATIONS WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE TO RECOMMEND ANY MARKET-BASED CHANGES OR TO ENSURE THAT THE CURRENT COMPENSATION OF THESE INDIVIDUALS ARE CORRECT. DURING THIS REVIEW, HUMAN RESOURCES WILL ALSO GIVE THE EXECUTIVE COMMITTEE A BROAD OVERVIEW OF THE STRUCTURE OF THE FULL ORGANIZATION'S COMPENSATION SYSTEM, INCLUDING THE PHILOSOPHY AND SYSTEMS SET IN PLACE TO MANAGE IT. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE MEMBER OF TRUSTBRIDGE FOUNDATION, INC. (THE ORGANIZATION) SHALL BE TRUSTBRIDGE, INC. (SOLE MEMBER), A RELATED TAX-EXEMPT ORGANIZATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | AT THE ANNUAL MEETING OF TRUSTBRIDGE FOUNDATION, INC., ITS DIRECTORS SHALL ELECT, FOR THE BOARD POSITIONS THEN OPEN, TO SERVE A THREE (3) YEAR TERM FROM A SLATE OF CANDIDATES NOMINATED BY THE DIRECTORS. THE DIRECTORS SHALL BE ELECTED TO SERVE A THREE (3) YEAR TERM, OR UNTIL SUCH DIRECTOR SUBMITS HIS OR HER WRITTEN RESIGNATION TO THE CHAIRPERSON OF THE CORPORATION. ANY DIRECTOR MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY THE SOLE MEMBER AT THE MEETING OF THE SOLE MEMBER, OR BY THE AFFIRMATIVE VOTE OF TWO-THIRDS (2/3) OF THE DIRECTORS THEN IN OFFICE. THE SOLE MEMBER SHALL NOT HAVE ANY FORM OF EQUITY OR OWNERSHIP INTEREST IN THE ORGANIZATION OR ANY RIGHT, TITLE OR INTEREST IN ITS ASSETS AT ANY TIME DURING THE COURSE OF ITS ACTIVE OPERATION. ALL RIGHTS OF THE PERSON OR ENTITY DESIGNATED AS SOLE MEMBER SHALL CEASE ON THE TERMINATION OF THE SOLE MEMBERSHIP. ONLY THE SOLE MEMBER SHALL BE ENTITLED TO SHARE IN THE DISTRIBUTION OF CORPORATE ASSETS UPON ANY DISSOLUTION OF THE ORGANIZATION. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE SOLE MEMBER HAS THE RIGHT TO APPROVE DECISIONS OF THE BOARD. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. IT IS ALSO PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW, AND A COPY IS DISTRIBUTED TO EVERY MEMBER OF THE GOVERNING BODY PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION SENDS OUT THE CONFLICT OF INTEREST QUESTIONNAIRES TO BOARD MEMBERS AND OFFICERS ANNUALLY. THE RESPONSES TO THE QUESTIONNAIRES ARE MONITORED AND COLLECTED BY THE CFO. SHOULD A CONFLICT EXIST THE PERSON WITH THE CONFLICT WILL ABSTAIN FROM VOTING ON THE ISSUE IN QUESTION. |
| Form 990, Part VI, Line 19 Required documents available to the public | FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| Form 990, Part VII, Section A AND SECTION B | THE ORGANIZATION CHANGED ITS YEAR END TO SEPTEMBER 30 AND IS THEREFORE FILING A SHORT PERIOD TAX RETURN FOR THE PERIOD OF 1/1/2024 TO 9/30/2024. PER THE FORM 990 INSTRUCTIONS, COLUMNS D AND E WILL BE BLANK AND THE ORGANIZATION WILL NOT REPORT ANY KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES NOR HIGHEST COMPENSATED INDEPENDENT CONTRACTORS. THESE ITEMS ARE ALL REPORTED BASED ON THE CALENDAR YEAR ENDING WITHIN THE FISCAL YEAR, WHICH DOES NOT EXIST FOR THE SHORT PERIOD. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Other Income - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST - 58057; CHANGE IN SPLIT INTEREST IN CHARITABLE GIFT ANNUITY - -6841; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EMPATH-STRATUM INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 851356625 | PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES | FL | 501(c)(3) | Type I | NA | false |
| EMPATH MEDICAL SERVICES DIVISION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 881869159 | INACTIVE | FL | 501(c)(3) | 7 | EMPATH-STRATUM INC | Yes (true) |
| STRATUM HEALTH SYSTEM INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 472508009 | PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES | FL | 501(c)(3) | Type I | EMPATH-STRATUM INC | Yes (true) |
| EMPATH HOME HEALTH DIVISION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 872762760 | HOME HEALTH | FL | 501(c)(3) | 7 | EMPATH-STRATUM INC | Yes (true) |
| HOSPICE OF MARION COUNTY INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 592214796 | PROVIDES END-OF-LIFE CARE AND SERVICES | FL | 501(c)(3) | 10 | EMPATH-STRATUM INC | Yes (true) |
| HOSPICE OF MARION COUNTY FOUNDATION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 922461222 | PHILANTHROPIC SUPPORT TO HOSPICE OF MARION COUNTY | FL | 501(c)(3) | 7 | EMPATH-STRATUM INC | Yes (true) |
| EMPATH HOSPICE DIVISION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 881853133 | PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES | FL | 501(c)(3) | 7 | EMPATH-STRATUM INC | false |
| EMPATH ELDER SERVICES DIVISION INC DBA EMPATH COMPLETE CARE | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 881897020 | INACTIVE | FL | 501(c)(3) | 7 | EMPATH-STRATUM INC | Yes (true) |
| EMPATH COMMUNITY SERVICES DIVISION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 332520797 | INACTIVE | FL | 501(c)(3) | 7 | EMPATH-STRATUM INC | Yes (true) |
| EMPATH HEALTH INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 263605761 | PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES | FL | 501(c)(3) | Type II | EMPATH-STRATUM INC | Yes (true) |
| AIDS SERVICE ASSOCIATION OF PINELLAS INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 592852537 | AIDS PREVENTION & EDUCATION | FL | 501(c)(3) | 7 | EMPATH HEALTH INC | Yes (true) |
| THE HOSPICE OF THE FLORIDA SUNCOAST INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 591744006 | HOSPICE | FL | 501(c)(3) | 10 | EMPATH HEALTH INC | Yes (true) |
| THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 592252045 | FUNDRAISING | FL | 501(c)(3) | 7 | EMPATH HEALTH INC | Yes (true) |
| SUNCOAST PACE INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 452980257 | PACE PROGRAM | FL | 501(c)(3) | 10 | EMPATH HEALTH INC | Yes (true) |
| TIDEWELL FOUNDATION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 850729071 | PHILANTHROPIC SUPPORT TO TIDEWELL HOSPICE | FL | 501(c)(3) | 7 | STRATUM HEALTH SYSTEM INC | Yes (true) |
| TIDEWELL HOSPICE INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 591911861 | HOSPICE | FL | 501(c)(3) | 7 | STRATUM HEALTH SYSTEM INC | Yes (true) |
| TRUSTBRIDGE INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 203974015 | HOLDING COMPANY | FL | 501(c)(3) | Type II | EMPATH HOSPICE DIVISION INC | false |
| HARBOR PALLIATIVE CARE SERVICE INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 800674849 | PALLIATIVE SERVICES | FL | 501(c)(3) | 10 | TRUSTBRIDGE INC | Yes (true) |
| HOSPICE OF PALM BEACH COUNTY INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 591825937 | HOSPICE | FL | 501(c)(3) | 10 | TRUSTBRIDGE INC | Yes (true) |
| HOSPICE BY THE SEA INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 591952942 | HOSPICE | FL | 501(c)(3) | 10 | TRUSTBRIDGE INC | Yes (true) |
| FOCUSCARE HOME HEALTH INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 263595560 | INACTIVE | FL | 501(c)(3) | 10 | TRUSTBRIDGE INC | Yes (true) |
| THE MEDICAL STORE OF PALM BEACH COUNTY | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 202835810 | INACTIVE | FL | 501(c)(3) | 10 | TRUSTBRIDGE INC | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| HEAL AT HOME HEALTHCARE LLC | |||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 471364127 | HOME HEALTH CARE | FL | NA | S Corporation | Yes (true) |
| HOSPICE SYSTEMS INC | |||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 593502780 | JOINT VENTURE IN SPECIAL NEEDS PLAN | FL | NA | C Corporation | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HARBOR PALLIATIVE CARE SERVICES INC | ||
| B | $71,869 | FMV |
| HOSPICE OF PALM BEACH COUNTY INC | ||
| B | $2,411,020 | FMV |
| HOSPICE BY THE SEA INC | ||
| B | $952,727 | FMV |
| HOSPICE OF PALM BEACH COUNTY INC | ||
| D | $5,692,060 | FMV |
Comments