2020-06-03T15:46:55-05:00 2019-06-30 721396621 CARR RIGGS & INGRAM LLC 215 BAYTREE DRIVE MELBOURNE FL 32940 990 2018-07-01 593184658 NATIONAL FOUNDATION FOR YOUTH INC NATI 3216312022 516 DELANNOY AVE COCOA FL 32922 JAMES T SWANN III CHAIRMAN, DIRECTOR, TREASURER 3216312022 2020-05-28 1 BARBARA J OSWALT CPA P00124238 3212550088 2020-05-21 63.157.252.114 2020-05-28 13:14:57 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 77A9C6790D13B0964E6948FFD59615737446ECDA 2018 2021-01-29 14:40:06Z JAMES T SWANN III 516 DELANNOY AVE COCOA FL 32922 8918365 0 X N/A X 1993 FL TO RAISE, MAINTAIN AND ADMINISTER FUNDS TO NON-PROFIT ORGANIZATIONS PROVIDING EDUCATIONAL, REHABILITATIVE, THERAPEUTIC AND ENVIRONMENTAL PROGRAMS FOR YOUTH AND YOUNG ADULTS. 5 0 0 0 0 0 0 0 0 0 2418136 4123444 0 0 2418136 4123444 2259564 2573977 0 0 27500 25000 0 0 0 250463 241687 2537527 2840664 -119391 1282780 67890666 68245935 1124585 989075 66766081 67256860 TO PROVIDE A CHANNEL OF SUPPORT FOR CHARITABLE ORGANIZATIONS WHICH PROVIDE NON-TRADITIONAL OR INNOVATIVE PROGRAMS OF EDUCATION, REHABILITATION AND INTERVENTION FOR AT-RISK CHILDREN, YOUTH AND YOUNG ADULTS. 0 0 2573977 2573977 RAISED FUNDS AND GRANTED THEM TO ORGANIZATIONS SUCH AS ECKERD YOUTH ALTERNATIVES, INC., WHICH PROVIDES PROGRAMS FOR INTERVENTION AND EDUCATION FOR AT-RISK CHILDREN, YOUTH AND YOUNG ADULTS. 2573977 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X JAMES T SWANN III 3216312022 516 DELANNOY AVE COCOA FL 32922 JAMES T SWANN III CHAIRMAN & TREASURER 1.00 0.30 X X 3277 0 0 NANCY ECKERD NICHOLS DIRECTOR 7.00 0.30 X 10518 0 0 CHERYL E ERNST DIRECTOR 1.00 X 3108 0 0 RICHARD ECKERD DIRECTOR 1.00 X 3000 0 0 JOHN PHILLIP SHORT DIRECTOR 2.00 X 4259 0 0 24162 0 0 0 0 0 0 PROVISE MANAGEMENT GROUP LLC 611 DRUID ROAD SUITE 105 CLEARWATER FL 33756 INVESTMENT MANAGEMENT 199568 1 1445433 1445433 7472932 4794921 2678011 2678011 2678011 4123444 0 0 4123444 2573977 2573977 25000 25000 12940 12940 199568 199568 98 98 15357 15357 7026 7026 CONSULTING 6698 6698 2840664 2573977 266687 0 12035 10163 7026 6928 62680416 63049213 5191189 5179631 67890666 68245935 1124585 989075 1124585 989075 X 43447454 43719493 23318627 23537367 66766081 67256860 67890666 68245935 1282780 -792001 0 X X 1 X 0 1 0 X X 1 ECKERD YOUTH ALTERNATIVES INC 592551416 2 1 2573977 0 1 2573977 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1538220 1445433 1538220 1445433 0 0 139232 133344 0 0 1398988 1312089 67326238 66965551 11793 12102 0 0 67338031 66977653 0 0 0 67338031 66977653 1010070 1004665 66327961 65972988 2321479 2309055 0 0 2321479 2309055 1398988 1189140 2321479 2321479 0 2321479 2709487 0 0 0 0 0 2709487 2709487 2321479 100.000000000000 2321479 0 0 0 0 0 585359 585359 0 585359 0 0 2709487 0 1736120 973367 0 0 973367 0 0 0 0 973367 PAGE 5 - PART IV SECTION D LINE 3: THE CHAIRMAN AND ANOTHER DIRECTOR OF NATIONAL FOUNDATION FOR YOUTH, INC. (THE SUPPORTING ORGANIZATION) SIT ON THE BOARD OF ECKERD YOUTH ALTERNATIVES, INC.(THE SUPPORTED ORGANIZATION) AND HAVE A SIGNIFICANT VOICE IN THE SUPPORTING ORGANIZATION'S INVESTMENT POLICIES, GRANT MAKING, AND USE OF ASSETS. 23318627 218740 23537367 22388506 930121 23318627 20794841 1593665 22388506 21273405 -478564 20794841 21553082 -279677 21273405 1.00000 0 0 0 VANGUARD VALUE ETF 5179631 F 5179631 X PART V, LINE 4: AN AMOUNT EQUAL TO ONE PERCENT OF THE AVERAGE MARKET VALUE OF THE PERMANENT ENDOWMENT FUND (BASED ON THE EIGHT PRECEDING QUARTERS) IS DISTRIBUTED QUARTERLY TO ECKERD YOUTH ALTERNATIVES, INC., A FLORIDA NON-PROFIT CORPORATION. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THEREFORE, ONLY INCOME FROM BUSINESS UNRELATED TO THE FOUNDATION'S CHARITABLE PURPOSE IS SUBJECT TO FEDERAL OR STATE INCOME TAX. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2019, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ADDITIONALLY, THE FOUNDATION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2015. 1 ECKERD YOUTH ALTERNATIVES INC 100 NORTH STARCREST DRIVE CLEARWATER FL 33765 592551416 501(C)(3) 2573977 SUPPORT THE GROUP'S PROGRAMS OF EDUCATION FOR AT-RISK CHILDREN & ADULTS. 1 0 JAMES T SWANN III BOARD MEMBER 2573977 GRANTS 0 NANCY ECKERD NICHOLS BOARD MEMBER 2573977 GRANTS 0 JAMES T SWANN III BOARD MEMBER 1440 ACCOUNTING SERVICES 1 V RAYMOND FERRARA MORE THAN 35% OWNER OF INVESTMENT MANAGEMENT COMPANY 199568 INVESTMENT MANAGEMENT 1 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: JAMES T. SWANN III, BOARD DIRECTOR, OWNS 50% OF EKS, INC, A COMPANY TO WHICH FEES WERE PAID FOR ACCOUNTING SERVICES. FORM 990, PART VI, SECTION A, LINE 2 EXCEPT FOR JOHN SHORT, WHO IS THE GRANDSON OF RUTH ECKERD, AND CHERYL ERNST, WHO IS THE GRANDDAUGHTER OF JACK ECKERD, THE REST OF THE DIRECTORS ARE ALL CHILDREN OF JACK AND RUTH ECKERD, FOUNDERS OF ECKERD YOUTH ALTERNATIVES, INC., ONE OF THE ORGANIZATIONS TO WHICH GRANTS ARE GIVEN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED AND REVIEWED BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS AND STAFF ARE EXPECTED TO DISCLOSE CONFLICTS OR THE APPEARANCE THEREOF AS SOON AS IT IS APPARENT. FORM 990, PART VI, SECTION B, LINE 15 ATTORNEY REVIEWS AND GIVES APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE STATEMENT OF POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. ECKERD YOUTH ALTERNATIVES INC 100 STARCREST DRIVE CLEARWATER FL 33765 592551416 PROVIDES PROGRAMS FOR INTERVENTION AND EDUCATION FOR AT-RISK CHILDREN, YOUTH FL 501(C)(3) 170(B)(1)(A)(II) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0