CORNELIA T BAILEY CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CORNELIA T BAILEY CHARITABLE TRUST (EIN 65-6474256)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349109369
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T18:30:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656474256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNELIA T BAILEY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORN | BusinessNameControlTxt |
| Phone | 5617464101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 NORTH FLAGLER DRIVE NO 500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EILEEN J DALY | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5615083726 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EILEEN | PersonFirstNm |
| Person Last | DALY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY LANE | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $456,801,598 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,906,737 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,057,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,924,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,405,123 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,005 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,031,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,991,177 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,770,330 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $419,097 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,351,233 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,845 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,327 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,518 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,435 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,465 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,048,628 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,844,319 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $350,863 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52,125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $77,685 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $234,956 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $234,956 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $108,205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,611 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88,294 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,564,727 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,342,914 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,796,151 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,361,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,361,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,925,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,342,914 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,157,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,894,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,648,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,451,847 | CashBOYAmt |
| Cash EOY | $2,664,608 | CashEOYAmt |
| Cash EOYFMV | $2,664,608 | CashEOYFMVAmt |
| US Government Obligations BOY | $96,034,357 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $75,549,386 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $78,380,678 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $125,574,130 | CorporateStockBOYAmt |
| Corporate Stock EOY | $139,756,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $208,702,842 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $41,891,873 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,915,303 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $53,075,556 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $96,293,577 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,926,130 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $113,977,914 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $362,245,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,812,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $456,801,598 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,254,349 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $327,170 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,254,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $327,170 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $360,991,435 | RetainedEarningBOYAmt |
| Retained Earning EOY | $358,484,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $360,991,435 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $358,484,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $362,245,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $358,812,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $360,991,435 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,894,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $359,097,281 | SubtotalAmt |
| Other Decreases | $612,421 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $358,484,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $104,402,628 | $104,338,118 | $64,510 | $64,510 |
| CAPITAL GAINS DIVIDENDS | P | $2,495 | $2,495 | $2,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,005 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $213,527 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $213,527 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $135,016 | OverpaymentAmt |
| Applied To ES Tax | $135,016 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CTBFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | HAYLEY LITTLE | IndividualWithBooksNm |
| Phone | 5615083726 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 NORTH FLAGLER DRIVE SUITE 500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HAYLEY J LITTLE | ||||||||
| 515 NORTH FLAGLER DRIVE SUITE 500 | WEST PALM BEACH | FL | 33401 | EXECUTIVE DIRECTOR | 40.00 | $156,570 | $0 | $0 |
| STEPHEN G VOGELSANG ESQ | ||||||||
| 515 NORTH FLAGLER DRIVE SUITE 500 | WEST PALM BEACH | FL | 33401 | CO-TRUSTEE | 20.00 | $806,880 | $0 | $0 |
| EILEEN J DALY | ||||||||
| 515 NORTH FLAGLER DRIVE SUITE 500 | WEST PALM BEACH | FL | 33401 | CO-TRUSTEE | 20.00 | $806,880 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | |||||
| 3801 PGA DOULEVARD SUITE 700 | PALM BEACH GARDENS | FL | 33410 | INVESTMENT MANAGEMENT AND FOUNDATION SERVICES | $1,883,631 |
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT MANAGEMENT AND FOUNDATION SERVICES | $158,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $413,312,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,648,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $418,960,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $418,960,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,284,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $412,676,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,633,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,633,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,511 | TotalTaxAmt |
| Distributable Before Adj | $20,555,311 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,555,311 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,555,311 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,157,311 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,157,311 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,157,311 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,555,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,120,025 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,157,311 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,120,025 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,037,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17,518,025 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EILEEN J DALY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 NORTH FLAGLER DRIVE NO 500 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616947025 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED BETWEEN JANUARY AND OCTOBER AND TYPICALLY TAKE 4 WEEKS TO RECEIVE A REPLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (157 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | |||||||
| 308 N MONROE ST | TALLAHASSEE | FL | 32301 | PC | OPERATING SUPPORT | $30,000 | |
| ACHIEVE MIAMI | |||||||
| 1951 NW 7TH AVE | MIAMI | FL | 33136 | PC | ACHIEVE MIAMI HIGH SCHOOL PROGRAMS | $25,000 | |
| AMERICAN ASSOCIATION OF CAREGIVING YOUTH | |||||||
| 6401 CONGRESS AVE | BOCA RATON | FL | 33487 | PC | CAREGIVING YOUTH PROJECT | $25,000 | |
| AMERICAN CANCER SOCIETY THE | |||||||
| 3709 W JETTON AVE | TAMPA | FL | 33629 | PC | JOHNS HOPKINS PAY-IF OPPORTUNITY A | $243,000 | |
| AMERICAN MUSEUM OF THE MOVING IMAGE | |||||||
| 3601 35TH ST | QUEENS | NY | 11106 | PC | DIGITAL COMMUNITIES GAME LAB CURRICULUM FOR PRE-K - 12TH | $25,000 | |
| ANN NORTON SCULPTURE GARDENS THE | |||||||
| 253 BARCELONA RD | WEST PALM BEACH | FL | 33401 | PC | ARTIST STUDIO REHAB | $327,000 | |
| ANSONIA MUSIC OUTREACH ORGANIZATION | |||||||
| 330 WADSWORTH AVE | NEW YORK | NY | 10040 | PC | ACCESS TO MUSIC PROGRAM | $25,000 | |
| ARMORY ART CENTER | |||||||
| 811 PARK PL | WEST PALM BEACH | FL | 33401 | PC | REIMAGINING THE ARMORY - YOUNG ARTISTS PROGRAM | $100,000 | |
| ART RESOURCES TRANSFER | |||||||
| 526 W 26TH ST | NEW YORK | NY | 10001 | PC | READING RESOURCES: STUDIO KOS | $12,500 | |
| ARTS AT THE PALACE | |||||||
| 19 UTICA ST | HAMILTON | NY | 13346 | PC | WOMEN WRITERS ACCOUNTABILITY GROUP | $10,000 | |
| ARTS FOR LEARNING CONNECTICUT | |||||||
| 1 EVERGREEN AVE | HAMDEN | CT | 06518 | PC | CT ARTS IN EDUCATION PARTNERSHIP CT OFFICE OF THE ARTS | $75,000 | |
| BALLET VERO BEACH | |||||||
| 2135 WINDWARD WAY SUITE 209 | VERO BEACH | FL | 32963 | PC | STAGE TO PAGE: LITERACY LEAPS TO LIFE THROUGH DANCE AND THE ARTS | $25,000 | |
| BARD COLLEGE | |||||||
| 30 CAMPUS RD | ANNANDALEONHUDSON | NY | 12504 | PC | GIRLS WRITE KINGSTON | $15,500 | |
| BARDAVON 1869 OPERA HOUSE | |||||||
| 35 MARKET ST | POUGHKEEPSIE | NY | 12601 | PC | VIRTUAL ARTS-IN-EDUCATION INITIATIVE | $25,000 | |
| BARTLETT ARBORETUM ASSOCIATION | |||||||
| 151 BROOKDALE RD | STAMFORD | CT | 06903 | PC | YOUTH EDUCATION PROGRAMS AT THE BARTLETT ARBORETUM & GARDENS | $25,000 | |
| BATTERY CONSERVANCY | |||||||
| 1 WHITEHALL ST STE A FLOOR 17 | NEW YORK | NY | 10004 | PC | THE BATTERY PLAYSCAPE ARTS AND SCIENCE INITIATIVE | $55,000 | |
| BELAFONTE TACOLCY CENTER | |||||||
| 6161 NW 9TH AVE | MIAMI | FL | 33127 | PC | YAC SAT AND ACT PREP | $25,000 | |
| BLOOMINGDALE SCHOOL OF MUSIC | |||||||
| 323 W 108TH ST | NEW YORK | NY | 10025 | PC | EARLY CHILDHOOD PROGRAM | $20,000 | |
| BLUE DOOR ART CENTER | |||||||
| 5 HUDSON ST | WEST PALM BEACH | FL | 33417 | PC | VISUAL ARTS | $25,000 | |
| BLUE PLANET INTERNATIONAL EXPLORERS' BAZAAR & WRITERS' ROOM | |||||||
| 439 NORTHWOOD RD | WEST PALM BEACH | FL | 33407 | PC | NEW PROGRAM SUPPORT: PLANET IN YOUR CLASSROOM: INTEGRATING THE ARTS AND GLOBAL EDUCATION | $40,000 | |
| BOCA BALLET THEATRE COMPANY | |||||||
| 7630 NW 6TH AVE | BOCA RATON | FL | 33487 | PC | PRESENTER OF BOCA BALLET THEATRE'S 2020-2021 SEASONS OF DANCE | $250,000 | |
| BOYS & GIRLS CLUBS OF MARTIN COUNTY | |||||||
| 11500 SE LARES AVE | HOBE SOUND | FL | 33455 | PC | OPERATING FUNDS FOR ACADEMIC SUCCESS PROJECT | $20,000 | |
| BRIC | |||||||
| 647 FULTON ST | NEW YORK | NY | 11201 | PC | BROOKLYN SCREENWRITING PROGRAM FOR WOMEN | $25,000 | |
| BUSCH WILDLIFE SANCTUARY | |||||||
| 2500 JUPITER PARK DR | JUPITER | FL | 33458 | PC | VIRTUAL FIELD TRIPS - ENVIRONMENTAL EDUCATION COVID | $20,000 | |
| BUSHWICK STARR THE | |||||||
| 207 STARR ST 2-2 | BROOKLYN | NY | 11237 | PC | 2020-2021 BIG GREEN THEATER | $25,000 | |
| BUSHWICK STARR THE | |||||||
| 207 STARR ST 2-2 | BROOKLYN | NY | 11237 | PC | 2020-2021 OPERATING SEASON | $10,000 | |
| CATHEDRAL ARTS PROJECT | |||||||
| 207 N LAURA ST 300 | JACKSONVILLE | FL | 32202 | PC | CATHEDRAL ARTS PROJECT ARTS INTEGRATION AND ENRICHMENT | $25,000 | |
| CENTER FOR ARCHITECTURE | |||||||
| 536 LAGUARDIA PL | NEW YORK | NY | 10012 | PC | FREE EXHIBITIONS K-12 AND AFTERSCHOOL KIDS | $20,000 | |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 425 24TH ST | WEST PALM BEACH | FL | 33407 | PC | THE NORTHWOOD ACADEMY AFTERSCHOOL PROGRAM | $100,000 | |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 425 24TH ST | WEST PALM BEACH | FL | 33407 | PC | CAPITAL CAMPAIGN NEW SCHOOL | $2,000,000 | |
| CHARLOTTE LOCAL EDUCATION FOUNDATION | |||||||
| 18150 MURDOCK CIRCLE | PORT CHARLOTTE | FL | 33948 | PC | ARTS INTEGRATION SUMMER CAMP | $25,000 | |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 3333 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | PC | PROJECT 18 MENTORING, EDUCATION AND VOCATIONAL SUPPORT | $5,000 | |
| CHILDREN'S MUSEUM OF THE ARTS | |||||||
| 103 CHARLTON ST | NEW YORK | NY | 10014 | PC | TITLE 1 SCHOOL RESIDENCY PROGRAMS | $25,000 | |
| CLEARWATER MARINE AQUARIUM | |||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | PC | CMA ANIMAL CARE FUND | $20,000 | |
| CLEWISTON MIDDLE SCHOOL | |||||||
| 601 W PASADENA AVE | CLEWISTON | FL | 33440 | PC | FLIP C434 FOR TEACHERS | $29,000 | |
| COMMUNITY FUND OF DARIEN | |||||||
| 30 OLD KINGS HWY S | DARIEN | CT | 06820 | PC | COMMUNITY ASSISTANCE | $30,000 | |
| COMMUNITY WORD PROJECT | |||||||
| 11 BROADWAY | MANHATTAN | NY | 10004 | PC | COLLABORATIVE ARTS RESIDENCY PROGRAM (CAR) | $100,000 | |
| CRADLE OF AVIATION MUSEUM | |||||||
| 1 DAVIS AVE | EAST GARDEN CITY | NY | 11530 | PC | VIRTUAL STEM PARTNERSHIP PROGRAM | $25,000 | |
| DANCE NOW ENSEMBLE | |||||||
| 100 NW 131ST ST | MIAMI | FL | 33168 | PC | MIAMI EDUCATIONAL OUTREACH PROGRAMMING | $20,000 | |
| DEETTE HOLDEN CUMMER MUSEUM FOUNDATION | |||||||
| 829 RIVERSIDE AVE | JACKSONVILLE | FL | 32204 | PC | CUMMER IN THE COMMUNITY | $25,000 | |
| DISCOVERY MUSEUM | |||||||
| 4450 PARK AVE | BRIDGEPORT | CT | 06604 | PC | MUSEUM RE-OPENING POST PANDAMIC | $25,000 | |
| DRAMA CLUB INC | |||||||
| 34-18 NORTHERN BLVD | NEW YORK | NY | 11101 | PC | GENERAL OPERATING FUNDS | $25,000 | |
| DRAMATIC QUESTION THEATRE | |||||||
| 3216 FILLMORE AVE | BROOKLYN | NY | 11234 | PC | AMERICAN WOMEN PROJECT | $5,000 | |
| DUNBAR CHILDCARE CENTER | |||||||
| 12100 SE LANTANA AVE | HOBE SOUND | FL | 33455 | PC | CONSCIOUS DISCIPLINE SCHOOL CERTIFICATION | $24,000 | |
| EARLY LEARNING COALITION OF FLAGLER AND VOLUSIA | |||||||
| 135 EXECUTIVE CIRCLE | DAYTONA BEACH | FL | 32114 | PC | DOLLY PARTON'S IMAGINATION LIBRARY OF FLAGLER AND VOLUSIA | $25,000 | |
| ED FOUNDATION | |||||||
| PO BOX 909 | PORT WASHINGTON | NY | 11050 | PC | RECORDING STUDIO FOR THE ARTS | $19,000 | |
| EDUCATIONAL VIDEO CENTER | |||||||
| 16 CLARKSON ST | NEW YORK | NY | 10014 | PC | YOUTH MEDIA ARTS PROGRAM | $50,000 | |
| ETHNE HEALTH | |||||||
| 4057 CENTRAL DR | CLARKSTON | GA | 30021 | PC | OPERATING FUNDS | $100,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | |||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | PC | MARINE SEA PROGRAM EDUCATIONAL SUPPORT | $225,000 | |
| FLORIDA GRAND OPERA | |||||||
| 8390 NW 25TH ST | MIAMI | FL | 33122 | PC | 2019-2020 MAINSTAGE SEASON | $45,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 11200 SW 8TH ST 5TH FLOOR | MIAMI | FL | 33199 | PC | MEDICAL CANCER RESEARCH | $200,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 11200 SW 8TH ST 5TH FLOOR | MIAMI | FL | 33199 | PC | MIAMI INTERNATIONAL GUITART FESTIVAL | $25,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||
| 11200 SW 8TH ST 5TH FLOOR | MIAMI | FL | 33199 | PC | FIU AFTER-SCHOOL ALL-STARS COLLEGE IMPACT | $25,000 | |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FLOOR | BROOKLYN | NY | 11249 | PC | COVID COMMUNITY RELIEF GRANT | $25,000 | |
| FORD'S THEATRE SOCIETY | |||||||
| 514 10TH ST NW | WASHINGTON | DC | 20004 | PC | FORD'S THEATRE EDUCATION PROGRAMS | $25,000 | |
| FORT LAUDERDALE INDEPENDENCE TRAINING EDUCATION CENTER | |||||||
| 5201 NW 33RD AVE | FORT LAUDERDALE | FL | 33309 | PC | AT-RISK YOUTH | $25,000 | |
| FOUNDATION FOR NEW EDUCATION INITIATIVES | |||||||
| 1450 NE 2ND AVE | MIAMI | FL | 33132 | PC | EAGER TO ACHIEVE: COLLEGE MAP PROGRAM PENTORING AND PREPARATION | $25,000 | |
| FROST MUSEUM OF SCIENCE | |||||||
| 1101 BISCAYNE BLVD | MIAMI | FL | 33132 | PC | FROST SCIENCE SUPPORT | $25,000 | |
| GIFFORD YOUTH ORCHESTRA | |||||||
| 8 VISTA GARDENS TRAIL APT 102 | VERO BEACH | FL | 32962 | PC | STAGING FOR OUR FUTURE | $50,000 | |
| GIRLS INC OF WESTCHESTER COUNTY | |||||||
| 901 N BROADWAY | WHITE PLAINS | NY | 10603 | PC | GIRLS INC. CREATIVE WRITING PROGRAM | $20,000 | |
| GIRLS WRITE NOW | |||||||
| 247 W 37TH ST SUITE 1000 | NEW YORK | NY | 10018 | PC | GIRLS WRITE NOW WRITING AND MENTORING PROGRAM | $25,000 | |
| GUATEMALAN-MAYA CENTER | |||||||
| 430 N G ST | LAKE WORTH | FL | 33460 | PC | MAYAN COLLEGE READINESS | $25,000 | |
| HARTFORD PERFORMS | |||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | PC | TEACHING CURRICULUM THROUGH THE ARTS PREK - 8TH PUBLIC SCHOOLS | $25,000 | |
| HOBE SOUND COMMUNITY CHEST | |||||||
| 11450 SE DIXIE HWY | HOBE SOUND | FL | 33455 | PC | CORNELIA T. BAILEY PRESCHOOL PROJECT | $350,000 | |
| ICON PREPARATORY SCHOOL | |||||||
| 1906 N ROME AVE | TAMPA | FL | 33607 | PC | MARCHING RATTLERS | $25,000 | |
| IMMOKALEE FOUNDATION | |||||||
| 2375 TAMIAMI TRAIL N SUITE 308 | NAPLES | FL | 34103 | PC | SAT PREPARATION | $15,000 | |
| INTERNATIONAL WOMEN'S WRITING GUILD | |||||||
| 5 PENN PLZ | NEW YORK | NY | 10001 | PC | IWWG MENTOR PROGRAM | $25,000 | |
| JACK THE BIKE MAN | |||||||
| 2406 FLORIDA AVE | WEST PALM BEACH | FL | 33401 | PC | GENERAL OPERATING | $10,000 | |
| JACKSONVILLE UNIVERSITY | |||||||
| 2800 UNIVERSITY BLVD N | JACKSONVILLE | FL | 32211 | PC | LINDA BERRY STEIN COLLEGE OF FINE ARTS AND LAVILLA SCHOOL OF THE ARTS COLLABORATIVE COMMUNITY CONSERVATORY | $15,000 | |
| JACOB BURNS FILM CENTER | |||||||
| 405 MANVILLE RD | PLEASANTVILLE | NY | 10570 | PC | IMAGE, SOUND, AND STORY | $25,000 | |
| JOBSITE THEATER | |||||||
| 1010 NW C MACINNES PL | TAMPA | FL | 33602 | PC | LITERATURE ALIVE! SHAKESPEARE IN SCHOOLS: HENRY V | $25,000 | |
| JUNIOR ACHIEVEMENT OF THE PALM BEACHES | |||||||
| 6903 VISTA PKWY N | WEST PALM BEACH | FL | 33411 | PC | JA GOOGLE CLASSROOM GRANT | $138,000 | |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | PC | GLENN W. AND CORNELIA T. BAILEY NICHE PROGRAM | $250,000 | |
| KAUFMAN MUSIC CENTER | |||||||
| 129 W 67TH ST | NEW YORK | NY | 10023 | PC | SPECIAL MUSIC SCHOOL | $250,000 | |
| KEYS ACADEMY | |||||||
| 17801 NW 2ND AVE SUITE 251 | MIAMI | FL | 33169 | PC | KEYS ACADEMY | $25,000 | |
| KIDS EMPOWERED BY YOUR SUPPORT | |||||||
| 2200 NORTH AVE | BRIDGEPORT | CT | 06604 | PC | MUSIC FOR LIFE PROGRAM | $25,000 | |
| LAURA RIDING JACKSON FOUNDATION | |||||||
| 1914 14TH AVE | VERO BEACH | FL | 32960 | PC | TEENS LISTEN PROGRAM | $10,000 | |
| LEMUR CONSERVATION FOUNDATION | |||||||
| 42500 73RD AVE E | MYAKKA CITY | FL | 34251 | PC | ESCAPING EXTINCTION | $15,600 | |
| LIGHTHOUSE ARTCENTER | |||||||
| 395 SEABROOK RD | TEQUESTA | FL | 33469 | PC | SUPER SUMMER AND FANTASTIC FALL ART EXHIBIT AND MAKER SPACE | $60,460 | |
| LIGHTHOUSE ARTCENTER | |||||||
| 395 SEABROOK RD | TEQUESTA | FL | 33469 | PC | REMODEL OF GALLERY AND SCHOOL | $500,000 | |
| LITERACY NASSAU | |||||||
| 1 IVY LN | WANTAGH | NY | 11793 | PC | GIRLS CREATIVE WRITING CLUB | $6,000 | |
| LOGGERHEAD MARINELIFE CENTER | |||||||
| 14200 US HIGHWAY 1 | JUNO BEACH | FL | 33408 | PC | GLENN W. AND CORNELIA T. BAILEY EDUCATION CENTER | $200,000 | |
| LOGGERHEAD MARINELIFE CENTER | |||||||
| 14200 US HIGHWAY 1 | JUNO BEACH | FL | 33408 | PC | CAPITAL CAMPAIGN | $400,000 | |
| MAITLAND ART AND HISTORY MUSEUMS | |||||||
| 231 W PACKWOOD AVE | MAITLAND | FL | 32751 | PC | OPERATING | $20,000 | |
| MALTZ JUPITER THEATRE | |||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | PC | CAPITAL CAMPAIGN | $3,000,000 | |
| MALTZ JUPITER THEATRE | |||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | PC | BELIEVE CAMPAIGN | $1,000,000 | |
| MANHATTAN SCHOOL OF MUSIC | |||||||
| 130 CLAREMONT AVE | NEW YORK | NY | 10027 | PC | SHARING THE TRANSFORMATIVE POWER OF MUSIC THROUGH MSM OUTREACH AND DISTANCE LEARNING | $25,000 | |
| MARK MORRIS DANCE GROUP | |||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 11217 | PC | IN-SCHOOL RESIDENCIES ADAPTIVE DANCE PROGRAM | $25,000 | |
| MARK MORRIS DANCE GROUP | |||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 11217 | PC | FY21 GENERAL OPERATING SUPPORT EDUCATION | $45,000 | |
| MC MILLER MIDDLE SCHOOL PTSO | |||||||
| 65 FORDING PLACE RD | LAKE KATRINE | NY | 12449 | PC | DEDICATED CHROMEBOOKS FOR MUSIC AT MILLER MIDDLE SCHOOL | $5,000 | |
| METROPOLITAN OPERA LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | PC | SATURDAY MATINEE RADIO BROADCASTS | $250,000 | |
| MIAMI WATERKEEPER | |||||||
| 2103 CORAL WAY | MIAMI | FL | 33145 | PC | PROTECTING BISCAYNE BAY | $15,000 | |
| MICHELEE PUPPETS | |||||||
| 4420 PARKWAY COMMERCE BLVD | ORLANDO | FL | 32808 | PC | ARTVENTURE (PHASE 2) | $25,000 | |
| MISTER ARTSEE | |||||||
| 144 UNION ST | BROOKLYN | NY | 11231 | PC | MISTER ARTSEE PROGRAMS | $25,000 | |
| MORIKAMI MUSEUM AND JAPANESE GARDENS | |||||||
| 4000 MORIKAMI PARK RD | DELRAY BEACH | FL | 33446 | PC | STROLL FOR WELL BEING | $15,000 | |
| MORSELIFE HEALTH SYSTEM | |||||||
| 4847 DAVID S MACK DR | WEST PALM BEACH | FL | 33417 | PC | VIRTUAL ARTS RESEARCH INITIATIVE AT MORSELIFE | $225,000 | |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | PC | CTB GARDEN GROVE | $250,000 | |
| MUSEUM OF SCIENCE AND HISTORY OF JACKSONVILLE | |||||||
| 1025 MUSEUM CIRCLE | JACKSONVILLE | FL | 32207 | PC | ARTS INFUSION PROGRAM | $25,000 | |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW | WASHINGTON | DC | 20005 | PC | CAPITAL IMPROVEMENTS TO EVERGLADES PARK BUILDINGS, TRAILS AND PARKING | $500,000 | |
| NECESSITIES FOR CHILDREN | |||||||
| 1321 BRAEBURN | NORTH LAUDERDALE | FL | 33068 | PC | TECH FOR KIDS PROGRAM | $10,000 | |
| NEW YORK HALL OF SCIENCE | |||||||
| 47-01 111TH ST | NEW YORK | NY | 11368 | PC | OPERATING | $50,000 | |
| NEW YORK WOMEN IN FILM AND TELEVISION | |||||||
| 6 E 39TH ST SUITE 1200 | NEW YORK | NY | 10016 | PC | THE WRITERS LAB SCREENWRITING PROGRAM FOR WOMEN OVER 40 | $25,000 | |
| NICKLAUS CHILDREN'S HEALTH CARE FOUNDATION | |||||||
| 11770 US HIGHWAY 1 | NORTH PALM BEACH | FL | 33408 | PC | PERSONALIZED MEDICINE INITIATIVE | $200,000 | |
| NORTHERN MIDDLESEX YMCA | |||||||
| 99 UNION ST | MIDDLETOWN | CT | 06457 | PC | KIDS' KORNER ODDFELLOWS PLAYHOUSE THEATRE ARTS PROGRAM | $11,000 | |
| NORWALK HOSPITAL FOUNDATION | |||||||
| 30 STEVENS ST | NORWALK | CT | 06850 | PC | A PANCREATIC SCREENING STUDY IN HIGH-RISK INDIVIDUALS INCLUDING THOSE WITH RECENT-ONSET DIABETES | $100,000 | |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3100 RAY FERRARO JR BLVD | FORT LAUDERDALE | FL | 33314 | PC | WEBINARS FOR ASPIRING WRITERS | $5,400 | |
| OPUS 40 | |||||||
| 50 FITE RD | SAUGERTIES | NY | 12477 | PC | LIFE AND LIVESTREAM: EXPANDING ACCESS FOR COVID-19 | $20,000 | |
| ORLANDO SCIENCE CENTER | |||||||
| 777 E PRINCETON ST | ORLANDO | FL | 32803 | PC | ORLANDO SCIENCE CENTER CTB P/ARTS PROGRAMMING | $25,000 | |
| ORPHEUS CHAMBER ORCHESTRA | |||||||
| 490 RIVERSIDE DR | NEW YORK | NY | 10024 | PC | A HARLEM DREAM: A MULTIDISCIPLINARY CELEBRATION OF PLACE | $25,000 | |
| PALM BEACH COUNTY FOOD BANK | |||||||
| 525 GATOR DR | LANTANA | FL | 33462 | PC | COVID COMMUNITY RELIEF GRANT | $25,000 | |
| PALM BEACH INSTITUTE FOR THE ENTERTAINMENT ARTS | |||||||
| 115 US HIGHWAY 1 | NORTH PALM BEACH | FL | 33408 | PC | PRODUCTIONS AND EVENTS SUPPORT | $15,000 | |
| PALM BEACH OPERA | |||||||
| 1800 S AUSTRALIAN AVE | WEST PALM BEACH | FL | 33401 | PC | 75% SHOW UNDERWRITING / 25% APPRENTICE ARTIST PROGRAM | $1,000,000 | |
| PBS SOUTH FLORIDA (WPBT) | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | PC | OSBORN ENGINEERING CONSTRUCTION ADMINISTRATION GRANT | $28,000 | |
| PBS SOUTH FLORIDA (WPBT) | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | PC | SOUTH FLORIDA PBS ARTS AND CULTURE PROGRAMMING | $250,000 | |
| PBS SOUTH FLORIDA (WPBT) | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | PC | CTB CULTURAL ARTS CENTER | $2,000,000 | |
| PBS SOUTH FLORIDA (WPBT) | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | PC | GRANT IN SUPPORT OF BALLET VERO BEACH'S PRODUCTION OF NUTCRACKER ON THE INDIAN RIVER | $25,000 | |
| PEQUOT LIBRARY ASSOCIATION | |||||||
| 720 PEQUOT AVE | SOUTHPORT | CT | 06890 | PC | MEET THE ORCHESTRA CONCERT SERIES FOR BRIDGEPORT PUBLIC SCHOOLS | $6,500 | |
| PERSON TO PERSON | |||||||
| 1864 POST RD | DARIEN | CT | 06820 | PC | COVID COMMUNITY RELIEF GRANT | $25,000 | |
| PRATT INSTITUTE | |||||||
| 200 WILLOUGHBY AVE | BROOKLYN | NY | 11205 | PC | THE DESIGN INITIATIVE FOR COMMUNITY EMPOWERMENT (DICE) AND THE PRATT YOUNG SCHOLARS PROGRAM | $25,000 | |
| PRIMARY STAGES COMPANY | |||||||
| 520 8TH AVE SUITE 312 | NEW YORK | NY | 10018 | PC | THE ECHOES WRITERS CLUB | $25,000 | |
| PUBLICOLOR INC | |||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | PC | DESIGN BASED LEARNING AT-RISK MIDDLE AND HIGH SCHOOL KIDS | $50,000 | |
| PUTNAM ACADEMY OF ARTS AND SCIENCES | |||||||
| 310 S PALM AVE | PALATKA | FL | 32177 | PC | FIRED UP ABOUT CERAMICS | $7,000 | |
| QUANTUM HOUSE | |||||||
| 987 45TH ST | WEST PALM BEACH | FL | 33407 | PC | FAMILY CARE PROGRAM | $30,000 | |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PC | STUDENT & TEACHERS ART RESOURCE (STAR) SERIES ARTS EDUCATION PROGRAM | $150,000 | |
| REGIONAL PLAN ASSOCIATION | |||||||
| 1 WHITEHALL ST | NEW YORK | NY | 10004 | PC | NEW CITY PARKS PROGRAM | $45,000 | |
| ROWAYTON ARTS CENTER | |||||||
| 145 ROWAYTON AVE | NORWALK | CT | 06853 | PC | VISUAL ARTS AND ART EDUCATION | $15,000 | |
| SARASOTA OPERA ASSOCIATION | |||||||
| 61 N PINEAPPLE AVE | SARASOTA | FL | 34236 | PC | COSTUME STUDIO | $50,000 | |
| SARASOTA SCHOOL OF ARTS AND SCIENCES | |||||||
| 717 CENTRAL AVE | SARASOTA | FL | 34236 | PC | ZOOM INTO THEATRE | $12,000 | |
| SAVE THE MUSIC FOUNDATION | |||||||
| 1515 BROADWAY | NEW YORK | NY | 10036 | PC | MIAMI-DADE COUNTY PUBLIC SCHOOLS MUSIC EDUCATION REBUILD | $25,000 | |
| SCHOOL SISTERS OF NOTRE DAME EDUCATIONAL CENTER | |||||||
| 87-04 88TH AVE | NEW YORK | NY | 11421 | PC | ESL AND HIGH SCHOOL EQUIVALENCY PREPARATION | $5,000 | |
| SCRIPPS RESEARCH INSTITUTE SOUTH FLORIDA | |||||||
| 120 SCRIPPS WAY | JUPITER | FL | 33458 | PC | CAPITAL CAMPAIGN | $500,000 | |
| SOCIETY OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PC | FOUR ARTS FOR EVERYONE GIFTS 2 YEAR | $250,000 | |
| SOLOMON R GUGGENHEIM FOUNDATION AND MUSEUM | |||||||
| 1071 5TH AVE | NEW YORK | NY | 10128 | PC | LEARNING THROUGH ART LTA PROGRAM | $25,000 | |
| ST JOHNS COUNTY EDUCATION FOUNDATION DBA INK (INVESTING IN KIDS) | |||||||
| 1 CHRISTOPHER ST | ST AUGUSTINE | FL | 32084 | PC | COLLEGE PATHWAYS 4U | $16,500 | |
| SUNCOAST HIGH SCHOOL FOUNDATION | |||||||
| 1717 AVENUE S | RIVIERA BEACH | FL | 33404 | PC | WOMEN WHO WRITE AT SUNCOAST | $21,000 | |
| SUNCOAST HIGH SCHOOL FOUNDATION | |||||||
| 1717 AVENUE S | RIVIERA BEACH | FL | 33404 | PC | SUNCOAST HIGH SCHOOL THEATER PROGRAM | $25,000 | |
| SUNY COBLESKILL COLLEGE FOUNDATION | |||||||
| 106 SUFFOLK CIRCLE | COBLESKILL | NY | 12043 | PC | WOMENS WRITING PROGRAM | $25,000 | |
| SUNY NEW PALTZ FOUNDATION HUDSON VALLEY WRITING PROJECT | |||||||
| 800 HAWK DR OLD MAIN 323 | NEW PALTZ | NY | 12561 | PC | HVWP WOMEN AND GIRLS WRITING PROJECT: AT THE INTERSECTION OF WRITING, HERSTORY, AND ADVOCACY | $25,000 | |
| TAKE STOCK IN CHILDREN PALM BEACH COUNTY | |||||||
| 1896 PALM BEACH LAKES BLVD SUITE | WEST PALM BEACH | FL | 33409 | PC | TAKE STOCK IN CHILDREN | $15,000 | 103 |
| TAMPA METROPOLITAN AREA YMCA | |||||||
| 110 E OAK AVE | TAMPA | FL | 33602 | PC | TEEN ACHIEVERS | $25,000 | |
| TEE FOUNDATION ASSISTANCE NETWORK | |||||||
| 4126 NW 34TH DR | GAINESVILLE | FL | 32605 | PC | TEE FOUNDATION OPERATING SUPPORT | $30,000 | |
| THEATRE JACKSONVILLE | |||||||
| 2032 SAN MARCO BLVD | JACKSONVILLE | FL | 32207 | PC | IN THE CLASSROOM FOR ALL | $25,000 | |
| UNIDOSNOW | |||||||
| 1750 17TH ST C2 | SARASOTA | FL | 34234 | PC | SAT AND ACT PREP COURSE | $15,000 | |
| UPTOWN STORIES | |||||||
| 116 PINEHURST AVE SUITE D44 | NEW YORK | NY | 10033 | PC | GIRLS RISING | $25,000 | |
| URBAN ARTS PARTNERSHIP | |||||||
| 39 W 19TH ST 5TH FLOOR | NEW YORK | NY | 10011 | PC | SCHOOL OF INTERACTIVE ARTS (SIA) CLASSROOM | $25,000 | |
| URBAN WORD NYC | |||||||
| 217 W 18TH ST SUITE 1813 | NEW YORK | NY | 10011 | PC | BLACK GIRL MAGIC FELLOWSHIP | $25,000 | |
| US DREAM ACADEMY | |||||||
| 8807 COLESVILLE RD 5TH FLOOR | SILVER SPRING | MD | 20910 | PC | SAT PREPARATION | $20,200 | |
| VERDI ECOSCHOOL | |||||||
| 1851 HIGHLAND AVE | MELBOURNE | FL | 32935 | PC | COMMUNUITY ART AND NATURE EXCHANGE | $25,000 | |
| WADE INSTITUTE FOR SCIENCE EDUCATION | |||||||
| 1354 HANCOCK ST | QUINCY | MA | 02169 | PC | FALL VIRTUAL STEM PROFESSIONAL DEVELOPMENT PROGRAMS | $45,000 | |
| WASHINGTON ARCHITECTURAL FOUNDATION | |||||||
| 421 7TH ST NW | WASHINGTON | DC | 20004 | PC | YOUTH PROGRAMS | $25,000 | |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02482 | PC | GENERAL OPERATING | $100,000 | |
| WLIW NEW YORK | |||||||
| 825 8TH AVE | BROOKLYN | NY | 11215 | PC | GENERAL OPERATING | $125,000 | |
| WNET NEW YORK | |||||||
| 825 8TH AVE | BROOKLYN | NY | 11215 | PC | GENERAL OPERATING | $125,000 | |
| WOMEN WRITING FOR A CHANGE JACKSONVILLE | |||||||
| 1610 OSCEOLA ST | JACKSONVILLE | FL | 32204 | PC | (A) RIVING RISING: ANTHOLOGY OF WOMEN'S VOICES | $10,000 | |
| YMCA OF THE PALM BEACHES | |||||||
| 2085 S CONGRESS AVE | PALM SPRINGS | FL | 33406 | PC | PRESCHOOL FINANCIAL ASSISTANCE PROGRAM SUPPORT | $25,000 | |
| YOUTH COMMUNICATION | |||||||
| 323 W 38TH ST | MANHATTAN | NY | 10018 | PC | YOUNG WOMEN'S WRITER'S PROGRAM | $25,000 | |
| YWCA OF PALM BEACH COUNTY | |||||||
| 1016 N DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | CAPITAL IMPROVEMENTS | $643,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,361,160 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | ||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | PC | MARINE SEA PROGRAM EDUCATIONAL SUPPORT | $900,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | ||||||
| 11200 SW 8TH ST 5TH FLOOR | MIAMI | FL | 33199 | PC | MEDICAL CANCER RESEARCH | $200,000 |
| METROPOLITAN OPERA LINCOLN CENTER | ||||||
| 70 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | PC | SATURDAY MATINEE RADIO BROADCASTS | $750,000 |
| NATIONAL PARK FOUNDATION | ||||||
| 1500 K ST NW | WASHINGTON | DC | 20005 | PC | CAPITAL IMPROVEMENTS TO EVERGLADES PARK BUILDINGS, TRAILS AND PARKING | $650,000 |
| NORWALK HOSPITAL FOUNDATION | ||||||
| 30 STEVENS ST | NORWALK | CT | 06850 | PC | A PANCREATIC SCREENING STUDY IN HIGH-RISK INDIVIDUALS INCLUDING THOSE WITH RECENT-ONSET DIABETES | $200,000 |
| PUBLICOLOR INC | ||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | PC | DESIGN BASED LEARNING AT-RISK MIDDLE AND HIGH SCHOOL KIDS | $50,000 |
| SOCIETY OF THE FOUR ARTS | ||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PC | FOUR ARTS FOR EVERYONE GIFTS 2 YEAR | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,057,991 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,124,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,124,996 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF CORNELIA T BAILEY | |||||||
| 1 | 515 NORTH FLAGLER DRIVE SUITE 260 | WEST PALM BEACH | FL | 33401 | $4,623,135 | Yes (X) | |
| ESTATE OF CORNELIA T BAILEY | |||||||
| 2 | 515 NORTH FLAGLER DRIVE SUITE 260 | WEST PALM BEACH | FL | 33401 | $8,283,602 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | CONNECTICUT ST REVOLVING FD GEN REV 5.0% DUE 06-01-2026 BONDS | $3,009,072 | 2020-06-19 |
| 2 | MASSACHUSETTS ST 5.0% DUE 07-01-2025 BONDS | $2,514,930 | 2020-06-19 |
| 2 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5.0% DUE 11-01-2024 BONDS | $1,654,260 | 2020-06-19 |
| 2 | TEXAS TRANSN COMMN ST HWY FD REV 5.0% DUE 10-01-2022 BONDS | $1,105,340 | 2020-06-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $42,900 | Amt |
| Net Investment Income | $6,435 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,465 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SUPPLEMENTARY INFORMATION - GRANTS & CONTRIBUTIONS PAID DURING THE YEAR | FORM 990-PF, PART XV, LINE 3 | P/ARTS PROGRAM: THE PHILANTHROPIC ARTS PROGRAM ("P/ARTS PROGRAM") WAS LAUNCHED BY THE FOUNDATION IN 2019 TO ENCOURAGE PARTNERSHIPS WITHIN THE PHILANTHROPIC, ARTS AND EDUCATION COMMUNITIES. THE GOAL OF THE P/ARTS PROGRAM IS TO HELP CATALYZE NON-PROFIT, TAX-EXEMPT PUBLIC CHARITIES, ACCREDITED SCHOOLS, UNIVERSITIES, AND GOVERNMENT OR PUBLIC AGENCIES TO IMPLEMENT OR ENHANCE PROGRAMS UTILIZING ART AND ART EDUCATION IN DAILY CURRICULA, EARLY CHILDHOOD EDUCATION AND TO ASSIST ALTERNATIVE LEARNERS. ORGANIZATIONS APPLYING FOR P/ARTS FUNDING MUST BE ACCREDITED ORGANIZATIONS WHO ARE USING THE PERFORMING AND VISUAL ARTS EDUCATION TO HELP ENHANCE AND/OR TRANSFORM EXISTING OUTDATED PUBLIC SCHOOL CURRICULA, MOTIVATE AND ENGAGE CHILDRENS AND STUDENTS WHILE HELPING TO DEEPEN PROFESSIONAL DEVELOPMENT FOR TEACHERS, PROFESSORS AND CHILDCARE WORKERS WHILE LINKING SCHOOL AND HOME. OUR PROGRAM SEEKS TO USE EVIDENCE-BASED, ARTS-BASED INSTRUCTION TO HELP CLOSE THE EDUCATION ACHIEVEMENT GAP.EAGER TO LEARN PROGRAM: OUR EAGER TO LEARN PROGRAM WAS CREATED TO PROVIDE ASSISTANCE TO OUR REGION'S MOST VULNERABLE LEARNERS. THROUGH THIS PROGRAM, WE WILL ENSURE THAT STUDENTS FROM EVERY SOCIOECONOMIC BACKGROUND HAVE ACCESS TO THE HIGHEST QUALITY SAT AND ACT PREPARATION MATERIALS AND TUTORS. WE FORMED THE ETL PROGRAM TO PARTNER WITH ORGANIZATIONS WHO ARE POISED TO PROVIDE THESE SERVICES OR WHO ARE ALREADY WORKING WITH STUDENTS TO RAISE SCORES ON THE ACT AND SAT TESTS. WE WANT TO EMPOWER STUDENTS BY PROVIDING THEM WITH A FAIR AND EQUAL OPPORTUNITY TO GET INTO THE BEST COLLEGES AND UNIVERSITIES AND POSITION THEM TO BE OFFERED SCHOLARSHIPS AND TUITION PACKAGES BY RAISING THEIR SCORES. NEW ERA WOMEN WRITERS PROGRAM: THE PURPOSE OF THE NEW ERA WOMEN WRITERS PROGRAM IS TO INSPIRE WOMEN AND GIRLS TO LEARN TO WRITE OR TO BE SUPPORTED IN IMPROVING THEIR CURRENT ABILITIES FOR THE ULTIMATE GOAL OF PROFESSIONALIZING AND LEARNING THE BUSINESS OF WRITING. OUR FOUNDATION BELIEVES THAT ONE OF THE MOST IMPORTANT SKILLS IN LIFE THAT ONE CAN ATTAIN IS LEARNING TO BE AN EFFECTIVE WRITER AND COMMUNICATOR. WE SUPPORT PROGRAMS THAT WILL PROVIDE WOMEN AND GIRLS WITH THE KNOWLEDGE AND SKILLS TO EXPRESS ONESELF THROUGH THE ART OF WRITING AND TO ENCOURAGE HIGHER LEVELS OF TRAINING DESIGNED TO ASSIST WOMEN IN DELIVERING CLEAR AND PERSUASIVE ARGUMENTS FOR CHANGE AND EQUALITY AND TO BE ABLE TO MAKE A CAREER AS A PROFESSIONAL WRITER. |
| FORM AND CONTENT OF APPLICATIONS | PART XV, LINE 2B | POTENTIAL GRANTEE'S SHOULD VISIT THE FOUNDATION'S WEBSITE AT WWW.CTBFOUNDATION.ORG AND FIRST PASS THE ELIGIBILITY QUIZ AND REVIEW THE FOUNDATION'S FAQ. AFTER SUCCESSFULLY COMPLETING BOTH THE ELIGIBILITY QUIZ AND FAQ POTENTIAL GRANTEES SHOULD SUBMIT A LETTER OF INQUIRY FOR GENERAL BUDGET GRANTS. THE LETTER OF INQUIRY FORM IS AVAILABLE ON OUR WEBSITE AND WELCOMES LOIS YEAR-ROUND FROM ELIGIBLE ORGANIZATIONS SEEKING FUNDS FOR WORK THAT FITS WITHIN OUR FOUNDATION'S MISSION AND GUIDELINES. |
| RESTRICTIONS AND LIMITATIONS ON AWARDS | PART XV, LINE 2D | APPLICATIONS MUST MEET THE FOLLOWING CRITERIA: BE PRINCIPALLY LOCATED IN FLORIDA, NEW YORK OR CONNECTICUT, HAVE PROOF OF LOCAL PARTNERSHIPS AND PROGRAM SPACE, PROVE IN YOUR REPORT THAT THE PROPOSED OR EXISTING PROGRAM IMPACTS AT LEAST 30 PARTICIPANTS WITHIN THE FIRST 6 MONTHS OF IMPLEMENTATION AND NO LESS THAN 60 PARTICIPANTS BY THE DUE DATE OF THE ANNUAL REPORT, AGREE TO THE TERMS AND CONDITIONS OF THE P/ARTS PROGRAM AND SUBMIT A GRANT REPORT WITHIN 12 MONTHS OF RECEIVING THE GRANT CHECK.THE P/ARTS PROGRAM WAS CREATED TO ENCOURAGE PARTNERSHIPS WITHIN THE PHILANTHROPIC, ARTS AND EDUCATION COMMUNITIES. YOU MUST BE AN ACCREDITED 501(C)(3) ORGANIZATION WHO IS USING PERFORMING AND/OR VISUAL ARTS EDUCATION TO:ENHANCE OR TRANSFORM EXISTING OUTDATED PUBLIC SCHOOL CURRICULA, MOTIVATE & ENGAGE CHILDREN, STUDENTS AND ALTERNATIVE LEARNERS, DEEPEN PROFESSIONAL DEVELOPMENT FOR TEACHERS, PROFESSORS OR CHILDCARE WORKERS, LINK SCHOOL AND HOME, USE EVIDENCE-BASED, ART-BASED INSTRUCTION AND HELP TO CLOSE THE EDUCATION ACHIEVEMENT GAP. THE FOUNDATION GENERALLY REVIEWS UNSOLICITED LOI THROUGH THE END OF NOVEMBER. INQUIRIES SUBMITTED BETWEEN NOVEMBER 17TH AND DECEMBER 31ST MAY BE HELD FOR CONSIDERATION UNTIL THE FOLLOWING YEAR. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (41 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOYOTA MOTOR CREDIT CORP | $1,000,190 | $1,000,650 |
| UNILEVER CAPITAL CORP | $1,000,944 | $1,003,840 |
| HONEYWELL INTERNATIONAL INC | $1,001,627 | $1,006,200 |
| WELLS FARGO & CO | $1,002,242 | $1,010,560 |
| JPMORGAN CHASE & CO | $1,005,816 | $1,015,360 |
| US BANCORP | $1,003,099 | $1,011,600 |
| AETNA INC | $1,006,587 | $1,005,600 |
| HP INC | $1,009,378 | $1,026,370 |
| JOHN DEERE CAPITAL CORP | $1,003,177 | $1,029,960 |
| BANK OF AMERICA CORP | $1,027,011 | $1,056,860 |
| INTERNATIONAL BUSINESS MACHINES CORP | $1,031,473 | $1,080,390 |
| AMERIPRISE FINANCIAL INC | $1,013,146 | $1,102,160 |
| 037833CR9 - APPLE INC 3.2% DUE 05-11-2027/05-11-2017REG | $1,931,420 | $2,258,258 |
| 19416QEG1 - COLGATE-PALMOLIVE CO MEDIUM TERM NTS BOOK ENTRY 3.25% DUE 03-15- | $2,005,342 | $2,180,781 |
| 437076BK7 - HOME DEPOT INC 3.35% DUE 09-15-2025/09-15-2015 REG | $1,986,720 | $2,252,212 |
| 57636QAB0 - MASTERCARD INC 3.375% DUE 04-01-2024 BEO | $2,004,182 | $2,191,545 |
| 58933YAX3 - MERCK & CO INC NEW 3.4% DUE 03-07-2029/03-07-2019 REG | $499,830 | $581,686 |
| PVTPL1 - INTEL CORP 3.3% DUE 10-01-2021 REG | $2,008,233 | $2,044,398 |
| SPCL1 - CHEVRON CORP NEW 3.326% DUE 11-17-2025/11-17-2015 BEO | $1,976,120 | $2,242,592 |
| 931142EK5 - WALMART INC 3.4% DUE 06-26-2023/06-27-2018 REG | $2,013,128 | $2,147,887 |
| DISNEY WALT CO 2.2% DUE 01-13-2028 REG | $2,005,600 | $2,140,733 |
| HONEYWELL INTL INC 1.95% DUE 06-01-2030 | $2,037,292 | $2,113,174 |
| ALTRIA GROUP INC | $1,004,442 | $1,038,480 |
| CATERPILLAR FINANCIAL SERVICES CORP | $1,072,013 | $1,071,960 |
| STATE STREET CORP | $1,025,368 | $1,063,330 |
| AMERICAN HONDA FINANCE CORP | $1,027,463 | $1,077,030 |
| HUNTINGTON NATIONAL BANK | $1,082,965 | $1,082,700 |
| COMCAST CORP | $1,068,344 | $1,075,750 |
| GOLDMAN SACHS GROUP INC | $1,038,616 | $1,088,320 |
| TORONTO-DOMINION BANK | $1,079,602 | $1,086,010 |
| GILEAD SCIENCES INC | $1,085,778 | $1,089,930 |
| FLORIDA POWER & LIGHT CO | $1,079,317 | $1,076,630 |
| MAGNA INTERNATIONAL INC | $1,090,718 | $1,095,570 |
| AMERICAN EXPRESS CO | $1,077,237 | $1,092,190 |
| CONSOLIDATED EDISON CO OF NEW YORK INC | $1,082,510 | $1,093,450 |
| APPLE INC | $1,081,758 | $1,079,020 |
| CHARLES SCHWAB CORP | $1,090,860 | $1,093,270 |
| EXXON MOBILE CORP | $1,090,310 | $1,094,500 |
| BP CAPITAL MARKETS AMERICA INC | $1,086,495 | $1,099,990 |
| 3M COMPANY (MMM) | $1,094,220 | $1,086,110 |
| PEPSICO INC | $1,084,730 | $1,088,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYTHEON CO | $3,534,325 | $3,933,050 |
| 3M COMPANY (MMM) | $662,234 | $742,858 |
| A O SMITH CORP (AOS) | $806,226 | $959,350 |
| ABBOTT LABORATORIES (ABT) | $454,504 | $1,204,390 |
| ABBVIE INC COM (ABBV) | $341,456 | $937,563 |
| AFLAC INCORPORATED (AFL) | $503,004 | $733,755 |
| AIR PROD & CHEM INC (APD) | $441,094 | $1,092,880 |
| ARCHER DANIELS MIDLAND (ADM) | $858,436 | $1,008,200 |
| AT&T INC | $864,368 | $790,900 |
| AUTOMATIC DATA PROCESSING INC (ADP) | $568,820 | $1,013,150 |
| BECTON DICKINSON & CO (BOX) | $428,883 | $875,770 |
| BROWN FORMAN CORP CL B (BF'B) | $456,315 | $873,730 |
| CATERPILLAR INC (CAT) | $845,435 | $1,183,130 |
| CHEVRON CORP (CVX) | $900,833 | $738,938 |
| CHUBB LTD (CB) | $796,889 | $923,520 |
| CINCINNATI FINANCIAL OHIO (CINF) | $435,155 | $742,645 |
| CINTAS CORP (CTAS) | $176,014 | $972,015 |
| CLOROX CO (CLX) | $581,712 | $1,009,600 |
| COCA COLA CO (KO) | $464,091 | $877,440 |
| COLGATE PALMOLIVE CO (CL) | $676,933 | $897,855 |
| CONSOLIDATED EDISON INC. (ED) | $742,596 | $794,970 |
| DOVER CORP (DOV) | $415,804 | $883,750 |
| ECOLAB INC (ECL) | $487,677 | $919,530 |
| EMERSON ELECTRIC CO (EMR) | $657,278 | $884,070 |
| EXXON MOBIL CORP (XOM) | $892,374 | $515,250 |
| GENL DYNAMICS CORP (GD) | $960,596 | $818,510 |
| GENUINE PARTS CO (GPC) | $745,990 | $853,655 |
| HORMEL FOODS CORPORATION (HRL) | $620,153 | $792,370 |
| ILL TOOL WORKS INC (ITW) | $433,067 | $917,460 |
| JOHNSON & JOHNSON (JNJ) | $781,836 | $1,101,660 |
| KIMBERLY CLARK CORP (KMB) | $722,632 | $876,395 |
| LEGGETT & PLATT INC (LEG) | $768,129 | $886,000 |
| LINDE PLC (LIN) | $612,956 | $988,163 |
| LOWES COMPANIES INC (LOW) | $379,995 | $1,284,080 |
| MC CORMICKAND CO NON VOTING (MKC) | $482,513 | $1,003,800 |
| MC DONALDS CORP (MCD) | $371,491 | $836,862 |
| MEDTRONIC PLC SHS (MDD) | $624,419 | $937,120 |
| NUCOR CORPORATION (NUE) | $787,340 | $851,040 |
| PENTAIR PLC (PNR) | $592,843 | $796,350 |
| PEOPLE'S UNITED FINANCIAL INC. (PBCD | $803,403 | $646,500 |
| PEPSICO INC NC (PEP) | $633,602 | $1,038,100 |
| PPG INDUSTRIES INC (PPG) | $738,855 | $1,045,595 |
| PROCTER & GAMBLE (PG) | $525,556 | $1,113,120 |
| ROPER TECHNOLOGIES, INC. (ROP) | $662,478 | $991,507 |
| S&P GLOBAL INC COM (SPGI) | $284,233 | $986,190 |
| SHERWIN WILLIAMS COMPANY OHIO (SHW) | $335,180 | $1,102,365 |
| STANLEY BLACK & DECKER INC (SWK) | $472,923 | $892,800 |
| SYSCO CORP (SVV) | $469,552 | $891,120 |
| T ROWE PRICE GROUP INC (TROW) | $541,801 | $1,059,730 |
| TARGET CORPORATION (TGN) | $438,124 | $1,235,710 |
| VF CORP (VFC) | $508,045 | $854,100 |
| WALMART INC (WMN) | $549,708 | $1,081,125 |
| ACCENTURE PLC IRELAND CL A (ACN) | $3,467,331 | $6,530,250 |
| AIR PROD & CHEM INC (APD) | $2,599,945 | $4,917,960 |
| ALPHABET INC CL A (GOOGL) | $3,144,318 | $5,257,920 |
| AMAZON COM INC (AMZN) | $1,828,179 | $3,582,623 |
| AMGEN INC (AMGN) | $3,596,224 | $4,598,400 |
| APPLE INC (AAPL) | $3,144,168 | $11,278,650 |
| ARCHER DANIELS MIDLAND (ADM) | $3,319,253 | $4,032,800 |
| AT&T INC | $3,900,643 | $3,307,400 |
| AUTOMATIC DATA PROCESSING INC (ADP) | $2,523,993 | $4,140,700 |
| BECTON DICKINSON & CO (BOX) | $3,351,779 | $4,003,520 |
| CHEVRON CORP (CVX) | $3,785,016 | $3,378,000 |
| CHUBB LTD (CB) | $3,810,829 | $4,309,760 |
| CISCO SYS INC (CSCO) | $3,379,190 | $4,251,250 |
| COCA COLA CO (KO) | $2,810,966 | $3,454,920 |
| HOME DEPOT INC (HD) | $2,848,415 | $4,648,350 |
| HONEYWELL INTERNATIONAL INC (HON) | $3,293,006 | $5,264,325 |
| INTEL CORP (INTC) | $2,946,628 | $3,985,600 |
| JOHNSON & JOHNSON (JNJ) | $4,706,077 | $5,508,300 |
| JPMORGAN CHASE & CO (JPM) | $3,834,262 | $5,082,800 |
| KIMBERLY CLARK CORP (KMB) | $2,960,395 | $3,572,995 |
| LOCKHEED MARTIN CORP (LMT) | $2,891,926 | $3,549,800 |
| MEDTRONIC PLC SHS (MDT) | $3,078,973 | $3,982,760 |
| MERCK & CO INC NEW COM (MRK) | $4,273,919 | $4,253,600 |
| MICROSOFT CORP (MSFT) | $2,925,275 | $9,452,850 |
| NEXTERA ENERGY INC (NEE) | $2,448,132 | $5,400,500 |
| NIKE INC B (NKE) | $2,430,712 | $5,658,800 |
| STARBUCKS CORP WASHINGTON (SBUX) | $2,172,124 | $4,279,200 |
| U S BANCORP COM NEW (USB) | $4,257,899 | $3,960,150 |
| BLACKROCK INC (BLK) | $2,923,561 | $4,329,240 |
| CATERPILLAR INC (CAT) | $1,604,180 | $2,548,280 |
| MASTERCARD INC CL A (MA) | $1,871,565 | $2,498,580 |
| WALT DISNEY CO HLDG CO (DIS) | $3,312,270 | $4,982,450 |
| REALTY INCOME CORP (O) | $772,305 | $606,158 |
| RAYTHEON TECHNOLOGIES CORP (RTX) | $728,163 | $822,365 |
| OTIS WORLDWIDE CORP (OTIS) | $524,018 | $607,950 |
| EXPEDITORS INTL WASH INC (EXPD) | $781,138 | $998,655 |
| ESSEX PROPERTY TRUST INC (ESS) | $784,873 | $593,550 |
| CARRIER GLOBAL CORPORATION (CARR) | $462,979 | $792,120 |
| ATMOS ENERGY CP (ATO) | $766,225 | $620,295 |
| AMCOR PLC (AMCR) | $882,384 | $941,600 |
| ALBEMARLE CORPORATION (ALB) | $773,489 | $1,327,680 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,134,937 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,579,500 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $52,414,449 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $54,801,178 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO GOVT & AGENCY INST (AGPXX) | AT COST | $1,500,850 | $1,500,850 |
| INVESCO GOVT & AGENCY INST (AGPXX) | AT COST | $2,079,414 | $2,079,414 |
| INVESCO GOVT & AGENCY INST (AGPXX) | AT COST | $6,680,397 | $6,680,397 |
| ISHARES S&P 500 EQUAL WEIGHT E (RSP) | AT COST | $18,313,809 | $23,594,900 |
| ISHARES CORE MSCI EAFE ETF (IEFA) | AT COST | $9,297,493 | $10,363,500 |
| ISHARES S&P MIDCAP 400 INDEX (IJH) | AT COST | $15,032,970 | $19,075,890 |
| VANGUARD INDEX FSD S&P 500 ETF (VOO) | AT COST | $15,580,950 | $24,058,300 |
| INVESCO GOVT & AGENCY INST (AGPXX) | AT COST | $1,913,813 | $1,913,813 |
| ISHARES SP SMALLCAP 600 INDEX (IJR) | AT COST | $12,094,908 | $14,474,250 |
| ISHARES CORE MSCI EMERGING (IEMG) | AT COST | $7,431,526 | $10,236,600 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,845 | LegalFeesAmt |
| Net Investment Income | $1,327 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,518 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD COST BASIS ADJUSTMENT | $249,443 |
| FMV IN EXCESS OF COST BASIS OF CONTRIBUTED BONDS | $362,978 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $42,384 | $0 | $42,384 |
| FL FILING FEE | $300 | $0 | $0 |
| TELEPHONE AND INTERNET | $5,277 | $0 | $5,277 |
| MEALS AND ENTERTAINMENT | $3,585 | $1,793 | $1,792 |
| TRAVEL | $35,636 | $17,818 | $17,818 |
| SUPPLIES | $6,799 | $0 | $6,799 |
| DUES AND SUBSCRIPTIONS | $4,787 | $0 | $4,787 |
| IT SERVICES | $1,436 | $0 | $1,436 |
| MISCELLANEOUS EXPENSES | $2,401 | $0 | $2,401 |
| GRANTS SOFTWARE SUBSCRIPTION | $5,600 | $0 | $5,600 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| AMEX CC | $10,749 | $10,270 |
| UNCLEARED GRANT CHECKS | $1,243,600 | $316,900 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY FEES | $1,883,631 | $1,754,312 | $0 |
| OTHER PROFESSIONAL FEES | $6,837 | $0 | $0 |
| NORTHERN TRUST FEES | $158,160 | $90,007 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $43,493 | $43,493 | $0 |
| EXCISE TAXES | $221,053 | $0 | $0 |
| PAYROLL TAXES | $86,317 | $8,632 | $77,685 |