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GERTRUDE E SKELLY CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GERTRUDE E SKELLY CHARITABLE FOUNDATION (EIN 65-6085406)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-21
IRS object ID
202002569349100205
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-21T02:46:13-00:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Stacey L Wood CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16501 Congress Avenue 100AddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN656085406EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Gertrude E Skelly Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGERTBusinessNameControlTxt
Phone5612761008PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14600 N Ocean Boulevard Room 206AddressLine1Txt
CityBoynton BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonErik JohPersonNm
Person TitleCoTrusteePersonTitleTxt
Signature2020-07-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStacey L Wood CPAPreparerPersonNm
Phone5617400115PhoneNum
Preparation2020-07-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.154.216.80IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-12IPDt
IP Tm13:57:20IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3BD947B33DDAF5D4B3382535137DB896EDC4E3F4AtSubmissionCreationDeviceId
At Submission Filing Device Id361ABB20C81977C016A9CF3B51CF8EB84D89ACB6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,849,324FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$90,439InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$90,439InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$245,172DividendsRevAndExpnssAmt
Dividends Net Invst Incm$245,172DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$236,299NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,305,862GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$131,437CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,312OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$574,222TotalRevAndExpnssAmt
Total Net Invst Incm$467,048TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$261,281CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$135,503CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$125,778CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,723LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,723LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,685AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,685AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss$981InterestRevAndExpnssAmt
Interest Net Invst Incm$981InterestNetInvstIncmAmt
Taxes Rev And Expnss$5,669TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,669TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$18,689TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,868TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$16,821TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$147PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$147PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$15,451OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,070OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,381OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$314,626TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$169,646TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$144,980TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$748,876ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$748,876ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,063,502TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$169,646TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$893,856TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$489,280ExcessRevenueOverExpensesAmt
Net Investment Income$297,402NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$212CashBOYAmt
Cash EOY$212CashEOYAmt
Cash EOYFMV$212CashEOYFMVAmt
Sav And Temp Cash Invst BOY$452,272SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,177SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,177SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,574,161USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,720,382USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,791,235USGovtObligationsEOYFMVAmt
Corporate Stock BOY$10,885,579CorporateStockBOYAmt
Corporate Stock EOY$10,503,850CorporateStockEOYAmt
Corporate Stock EOYFMV$13,606,525CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,160,367CorporateBondsBOYAmt
Corporate Bonds EOY$1,351,649CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,434,175CorporateBondsEOYFMVAmt
Other Assets BOY$10,592OtherAssetsBOYAmt
Total Assets BOY$14,083,183TotalAssetsBOYAmt
Total Assets EOY$13,593,270TotalAssetsEOYAmt
Total Assets EOYFMV$16,849,324TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$14,080,183CapitalStockBOYAmt
Capital Stock EOY$13,600,862CapitalStockEOYAmt
Retained Earning EOY-$10,592RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,080,183TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,590,270TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,083,183TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,593,270TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,080,183TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$489,280ExcessRevenueOverExpensesAmt
Subtotal$13,590,903SubtotalAmt
Other Decreases$633OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,590,270TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$131,437CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,072,024AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,609,636NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.068677DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,109,890AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,084,999NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000000.069002DistributionYr2Rt
Adjusted Qlfy Distri Yr3$880,829AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,376,190NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000000.057285DistributionYr3Rt
Adjusted Qlfy Distri Yr4$889,693AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,555,672NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000000.057194DistributionYr4Rt
Adjusted Qlfy Distri Yr5$858,480AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$16,725,093NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000000.051329DistributionYr5Rt
Total Distribution000000.303487TotalDistributionRt
Average Distribution000000.060697AverageDistributionRt
Net Vl Noncharitable Assets$16,095,667NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$976,959AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,974NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$979,933AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$893,856QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,948InvestmentIncomeExciseTaxAmt
Subtotal$5,948SubtotalAmt
Tax Based On Investment Income$5,948TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$6,136ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$6,136TotalPaymentsAndCreditsAmt
Original Return Tax Paid$6,136OriginalReturnTaxPaidAmt
Es Penalty$95EsPenaltyAmt
Overpayment$93OverpaymentAmt
Refund$93RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressNoneWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Suntrust Banks IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4072374485PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 S Orange AvenueAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Suntrust Bank S Florida
200 S Orange AvenueOrlandoFL32801Trustee008.00$135,503
Erik E Joh PA
4600 N OceanBoynton BeachFL33435Trustee030.00$125,778

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,340,504AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$275AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,340,779TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$16,340,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$245,112CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,095,667NetVlNoncharitableAssetsAmt
Minimum Investment Return$804,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$804,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,948TaxBasedOnInvestmentIncomeAmt
Total Tax$5,948TotalTaxAmt
Distributable Before Adj$798,835DistributableBeforeAdjAmt
Distributable Before Ded$798,835DistributableBeforeDedAmt
Distributable As Adjusted$798,835DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$893,856ExpensesAndContributionsAmt
Qualifying Distributions$893,856QualifyingDistributionsAmt
Adjusted Qualifying Distri$893,856AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$798,835DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$46,162ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$117,205ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$116,707ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$310,820ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$297,160ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$888,054TotalExcessDistributionCyovAmt
Qualifying Distributions$893,856QualifyingDistributionsAmt
Applied To Current Year$798,835AppliedToCurrentYearAmt
Remaining Distri From Corpus$161,231RemainingDistriFromCorpusAmt
Total Corpus$1,049,285TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$46,162ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,003,123ExcessDistriCyovToNextYrAmt
Excess From Year4$117,205ExcessFromYear4Amt
Excess From Year3$116,707ExcessFromYear3Amt
Excess From Year2$310,820ExcessFromYear2Amt
Excess From Year1$297,160ExcessFromYear1Amt
Excess From Current Year$207,393ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGE Skelly FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14600 N Ocean BlvdAddressLine1Txt
CityBoynton BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5612761008RecipientPhoneNum
Recipient Email Addressejohhhk.comRecipientEmailAddressTxt
Form And Info And MaterialsSubmit on organizations letterhead the details of the organizations purpose and function and the methods utilized to accomplish the objectives.FormAndInfoAndMaterialsTxt
Submission DeadlinesJune 30th of each yearSubmissionDeadlinesTxt
Restrictions On AwardsAwards are granted only to qualified charitable organizations that directly provide services or scholarships.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SBIdea
629 West DrDelray BeachFL33445Programs$17,500
Parent to Parent
7990 SW 117th AvenueMiamiFL33183Scholarships$10,000
Volunteers in Medicine
41 E Duval StreetJacksonvilleFL32202Programs$20,000
Amikids Miami - Dade
5915 Benjamin Center DriveTampaFL33634Addl Mental Health Services$15,000
Berea College
101 Chestnut StreetBereaKY40404Emergency Fund$15,000
Boggy Creek Gang
30500 Brantley Branch RoadEustisFL32736Camp scholarships/supplies$15,000
Brookwood
One Brookwood RoadManchesterMA01944Health and Wellness Care$20,000
Broward College Foundation
110 East Broward BoulevardFt LauderdaleFL33301Dream scholarship$15,000
Caridad Center
8645 W Boynton Beach BlvdBoynton BeachFL33472Vision program$15,000
Childrens Aid and Family Services
200 Robin RoadParamusNJ07652Foster care program$10,000
Duke University School of Nursing
307 Trent DriveDurhamNC27710Emergency support$10,000
East Carolina University
E 5th StreetGreenvilleNC27858Nursing scholarships$15,000
Florida Atlantic University Foundation
PO Box 3091Boca RatonFL33431Science scholarships$20,000
Florida Hospital Foundation
550 E Rollins StOrlandoFL32803Emergency Fund$15,000
Harbor Branch Oceanographic Institution Inc
5600 US 1 NorthFt PierceFL34946High school interns$21,376
Hartwick College
1 Hartwick DriveOneontaNY13820Scholarships$5,000
Indian River College Foundation
3209 Virginia AvenueFt PierceFL34981Programs$10,000
Lewis University
1 University PkwyRomeovilleIL60446Programs$10,000
New Opportunity School for Women Foundation Inc
204 Chestnut StBereaKY40403Medical/dental expenses$10,000
Palm Beach Habilitation Center
4522 S Congress AvenueLake WorthFL33461Food service training programs$10,000
Palm Beach State College Foundation
4200 Congress AvenueLake WorthFL33461Nursing scholarships$10,000
Providence St Mel School
119 S Central Park BlvdChicagoIL60624Scholarships$30,000
Quinnipiac University
275 Mount Carmel AvenueHamdenCT06518Scholarships$20,000
Roberts Wesleyan College
2301 Westside DriveRochesterNY14624Scholarships$10,000
Smithsonian Institutional National Air and Space Museum
PO Box 37012 MRC 310WashingtonDC20013Webcats program$30,000
South Dakota State University
1175 Medary AveBrookingsSD57006Programs$15,000
South Florida Wildlife Center
3200 SW 4th AvenueFt LauderdaleFL33315Stem passport program$10,000
University of Alabama at Birmingham
NB 204BirminghamAL35294Student success program$45,000
University of Central Florida Foundation
4000 Central Fl BlvdOrlandoFL32816Programs$25,000
University of Charleston
2300 MacCorkle Ave SECharlestonWV25304Programs$10,000
University of New Mexico Foundation
MSC 09 5360 U of NMAlbuquerqueNM87131Programs$15,000
University of North Carolina
Chapel HillChapel HillNC27599Programs$10,000
University of North Florida Brooks College
1 UNF DrJacksonvilleFL32224Programs$10,000
University of South Florida
4202 E Fowler AveTampaFL33620Financial assistance$10,000
Ursuline College
2550 Lander RoadPepper PikeOH44124Programs$10,000
VSA Arts of Florida
2728 Lake Worth RoadLake WorthFL33461Arts drumming residency$10,000
Young Womens Christian Association of Princeton New Jersey
59 Paul Robeson PlacePrincetonNJ08540ESL Literacy Initiative$10,000
Meharry Medical College
1005 Dr DB Todd Jr BlvdNashvilleTN37208Programs$15,000
Alice Lloyd College
100 Purpose RdPippa PassesKY41844Programs$40,000
Allen College
1990 Heath StWaterlooIA50703Programs$15,000
August University
1120 15th StreetAugustaGA30912Programs$10,000
Everglades Foundation
18001 Old Cutler RoadPalmetto BayFL33157Programs$10,000
Florida International University
11200 SW 8 StreetMiamiFL33199Programs$10,000
Rain-University North Dakota
264 Centennial DrGrand ForksND58202Programs$35,000
St Catherine University
2004 Randolph AveSt PaulMN55105Programs$10,000
University of Cincinnati
2600 Clifton AveCincinnatiOH45221Programs$10,000
University of Connecticut
3 Discovery DriveStorrsCT06269Programs$10,000
University of Mass Dartmouth
285 Old Westport RdDartmouthMA02747Programs$10,000
Worcester Youth Center
326 Chandler StWorcesterMA01602Programs$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$748,876TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$90,439ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$245,172ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$2,312ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$236,299ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$574,222ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$574,222TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$4,685Amt
Net Investment Income$4,685NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
Suntrust2019-012019-12$694,362$695,166-$784
Suntrust2018-122019-12$2,480,063$2,374,417$105,646

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate Bonds-VariousBondNm
EOY Book Value$1,351,649EOYBookValueAmt
EOYFMV$1,434,175EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Common Stocks-Various$1,253,447$1,362,625
Mutual Fund Equities-Various$9,133,739$12,127,235
Short Term Investments$116,664$116,665

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$7,723LegalFeesAmt
Net Investment Income$7,723NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPrepaid Income TaxesDesc
BOY Book Value$10,592BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2018 TaxDesc
Amt$633Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Advisory fees$3,548$3,548
Miscellaneous$11,903$9,522$2,381

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNondividend distributionsDesc
Revenue And Expenses Per Books$2,312RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRefundable DepositDesc
BOY Book Value$3,000BOYBookValueAmt
EOY Book Value$3,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$5,669Amt
Net Investment Income$5,669NetInvestmentIncomeAmt

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