FOUNDATION 33 11: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION 33 11 (EIN 31-1796184)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-14
- IRS object ID
- 202011359349100806
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-14T09:02:52-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4295 OKEMOS RD STE 200 | AddressLine1Txt |
| City | OKEMOS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 488646201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311796184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION 3311 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7729789686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 COQUILLE WAY | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA ROSS BLACKBURN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6143319547 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARRIE L HINDMON | PreparerPersonNm |
| PTIN | P00231080 | PTIN |
| Phone | 5177060800 | PhoneNum |
| Preparation | 2020-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $21,528,296 | 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 | $6,212,140 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $295,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $295,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,714,194 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,468,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,714,194 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $706 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $706 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,222,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,010,053 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $15,278 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $15,278 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,919 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,756 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,769 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,827 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,942 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,597 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,068 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,531 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,495 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,309 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $923,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $923,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $998,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,309 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $953,512 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,223,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,970,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290,053 | CashBOYAmt |
| Cash EOY | $114,139 | CashEOYAmt |
| Cash EOYFMV | $114,139 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,676,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,075,877 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,414,157 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,966,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,190,016 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,528,296 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,966,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,190,016 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,966,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,190,016 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,966,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,190,016 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,966,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,223,843 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,190,016 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,190,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| LONG TERM COVERED | P | $8,372,041 | $2,713,338 | $5,658,703 | $5,658,703 | ||
| ABBOTT LABORATORIES | P | $10,853 | $10,853 | $10,853 | 1950-01-01 | 2019-06-28 | |
| ABBVIE INC | P | $7,460 | $7,460 | $7,460 | 1950-01-01 | 2019-06-28 | |
| SPDR GOLD TRUST | P | $47,065 | $40,730 | $6,335 | $6,335 | 2014-12-11 | 2019-07-25 |
| SPDR GOLD TRUST | P | $511 | $456 | $55 | $55 | 2014-12-11 | 2019-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,714,194 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $562,016 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,978,151 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070444 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $499,097 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,084,644 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070448 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $445,095 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,480,632 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068681 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $414,240 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,609,926 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062669 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $364,791 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,136,735 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071016 | DistributionYr5Rt |
| Total Distribution | 0.343258 | TotalDistributionRt |
| Average Distribution | 0.068652 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,011,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $893,284 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $59,707 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $952,991 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $953,512 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $59,707 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59,707 | SubtotalAmt |
| Tax Based On Investment Income | $59,707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,680 | TotalPaymentsAndCreditsAmt |
| Tax Due | $56,027 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION 3311 | IndividualWithBooksNm |
| Phone | 7722343494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2145 14TH AVE SUITE 16 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA ROSS BLACKBURN | ||||||||
| 161 COQUILLE WAY | VERO BEACH | FL | 32963 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| WILLIAM W BLACKBURN | ||||||||
| 161 COQUILLE WAY | VERO BEACH | FL | 32963 | TREASURER | 1.00 | $0 | $0 | $0 |
| KATHERINE BLACKBURN REAY | ||||||||
| 260 E ONWENTSIA ROAD | LAKE FOREST | IL | 60045 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM ROSS BLACKBURN | ||||||||
| 3163 BAIRDS CREEK ROAD | VILAS | NC | 28692 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH BLACKBURN LANE | ||||||||
| 63 ACOAXET ROAD | WESTPORT | MA | 02790 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,556,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $653,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,209,912 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,209,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $198,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,011,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $650,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $650,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,707 | TotalTaxAmt |
| Distributable Before Adj | $590,881 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $590,881 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $590,881 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $953,512 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $953,512 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $59,707 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $893,805 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $590,881 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $120,436 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,126 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,465 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $150,261 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $170,406 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $687,694 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $953,512 | QualifyingDistributionsAmt |
| Applied To Current Year | $590,881 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $362,631 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,050,325 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $120,436 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $929,889 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,126 | ExcessFromYear4Amt |
| Excess From Year3 | $125,465 | ExcessFromYear3Amt |
| Excess From Year2 | $150,261 | ExcessFromYear2Amt |
| Excess From Year1 | $170,406 | ExcessFromYear1Amt |
| Excess From Current Year | $362,631 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARCIA ROSS BLACKBURN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 COQUILLE WAY | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | PC | RecipientRelationshipTxt |
| Recipient Foundation Status | 501C(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $923,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $923,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $295,153 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $706 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,714,194 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,010,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,010,053 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ELIZABETH M ROSS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6007 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32961 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,212,140 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,735,717 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,675 | Amt |
| Net Investment Income | $1,919 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,756 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HUNTINGTON INVESTMENTS | $15,971,166 | $21,309,446 |
| HUNTINGTON PENDING TRANSACTIONS | $104,711 | $104,711 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,278 | LegalFeesAmt |
| Disbursements Charitable Prps | $15,278 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $36 | $36 | |
| MISCELLANEOUS EXPENSE | $7,495 | $7,495 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $706 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $706 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $35,769 | Amt |
| Net Investment Income | $26,827 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,942 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF ELIZABETH M ROSS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 VIA MARINA | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX EXPENSE | $5,529 | |
| FOREIGN TAXES | $3,068 | $3,068 |
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