COMMUNITY FOUNDATION MARTIN ST LUCIE INC: Form 990, tax year 2018
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- Organization
- COMMUNITY FOUNDATION MARTIN ST LUCIE INC (EIN 65-0024030)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-07
- IRS object ID
- 202020389349301117
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-07T15:35:32-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SE MONTEREY COMM BLVD STE 101 | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650024030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION - | BusinessNameLine1Txt |
| Business Name Line2 | MARTIN/ST LUCIE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7722883795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SE MONTEREY COMMONS BLVD | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34994 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLYN STEVENSON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7722879995 | PhoneNum |
| Signature | 2020-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD P MISHOCK | PreparerPersonNm |
| PTIN | P00759728 | PTIN |
| Phone | 7722874480 | PhoneNum |
| Preparation | 2020-02-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.167.186.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-06 | IPDt |
| IP Tm | 14:20:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F38BE1B99DA49A15DB6CF486D544BE933B297790 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELLYN STEVENSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NE LAGOON ISLAND COURT | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,604,829 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THECOMMUNITYFOUNDATIONMARTINSTLUCIE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC DESIRES AND INTENTIONS OF OUR DONORS/FUNDHOLDERS BY PROVIDING ASSISTANCE TO FACILITATE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. ASSISTANCE PROVIDED MAY INCLUDE RESEARCH, VETTING OF CHARITIES AND FOLLOW UP REPORTING TO ENSURE IMPACT AND USE OF CONTRIBUTIONS/GRANT FUNDS. BY SUCCESSFULLY INVESTING OUR CLIENTS' CHARITABLE ASSETS THE COMMUNITY FOUNDATION PRESERVES AND WORKS TO GROW COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUND HOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS IN THE REGION AND THROUGHOUT THE UNITED STATES SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. THE COMMUNITY FOUNDATION HONORS THE INTENTIONS AND INTERESTS OF DECEASED FUNDHOLDERS THROUGH GRANT MAKING ACTIVITIES BASED ON THEIR WISHES AND GUIDELINES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,003,081 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,544,478 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $564,496 | PYInvestmentIncomeAmt |
| CY Investment Income | $760,666 | CYInvestmentIncomeAmt |
| PY Other Revenue | $308,829 | PYOtherRevenueAmt |
| CY Other Revenue | $349,317 | CYOtherRevenueAmt |
| PY Total Revenue | $1,876,406 | PYTotalRevenueAmt |
| CY Total Revenue | $5,654,461 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $915,408 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,641,811 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $255,650 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $310,970 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,160 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $497,888 | PYOtherExpensesAmt |
| CY Other Expenses | $625,017 | CYOtherExpensesAmt |
| PY Total Expenses | $1,668,946 | PYTotalExpensesAmt |
| CY Total Expenses | $2,577,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $207,460 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,076,663 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,839,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,972,388 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $266,272 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $182,416 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,573,704 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,789,972 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE COMMUNITY FOUNDATION MARTIN ST. LUCIE IS TO INSPIRE PHILANTHROPY THROUGH THE ESTABLISHMENT OF CHARITABLE GIVING FUNDS TO IMPACT COMMUNITIES ACROSS THE UNITED STATES AND AROUND THE GLOBE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,424,102 | ExpenseAmt |
| Grant | $1,641,811 | GrantAmt |
| Desc | SCHOLARSHIPS AND GRANTS - SCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS.GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS. THESE FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF FIELDS OF INTEREST AND CAUSES INCLUDING BUT NOT LIMITED TO, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE. | Desc |
| Total Program Service Expenses | $2,424,102 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH BARBELLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7722883795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SE MONTEREY COMMONS BLVD | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34994 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ELLYN STEVENSON | ||||||
| BOARD CHAIR, DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH PASKOSKI | ||||||
| TREASURER, DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| W SCOTT WADE | ||||||
| SECRETARY, DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEN NORMAN | ||||||
| IMMEDIATE PAST CHAIR, DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN FOSS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL KELLY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY CROWDER-MCCOY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN DOODY | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GYTHA VON ALDENBRUCK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACK FORDE | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THEORA WEBB | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATE FREIHOFER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BARBELLA | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $152,800 | $0 | $20,700 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $152,800 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,700 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,544,478 | AllOtherContributionsAmt |
| Noncash Contributions | $507,583 | NoncashContributionsAmt |
| Total Contributions | $4,544,478 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $330,998 | TotalRevenueColumnAmt |
| Exclusion | $330,998 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,380,036 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,950,368 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $429,668 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $429,668 | TotalRevenueColumnAmt |
| Exclusion | $429,668 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHILANTHROPIC ADVISORY FEES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $349,317 | TotalRevenueColumnAmt |
| Exclusion | $349,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $349,317 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,654,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,109,983 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,352,438 | TotalAmt |
| Program Services | $1,352,438 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,373 | TotalAmt |
| Program Services | $289,373 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,800 | TotalAmt |
| Program Services | $106,960 | ProgramServicesAmt |
| Management And General | $38,200 | ManagementAndGeneralAmt |
| Fundraising | $7,640 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,055 | TotalAmt |
| Program Services | $85,438 | ProgramServicesAmt |
| Management And General | $30,514 | ManagementAndGeneralAmt |
| Fundraising | $6,103 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,868 | TotalAmt |
| Program Services | $11,808 | ProgramServicesAmt |
| Management And General | $4,217 | ManagementAndGeneralAmt |
| Fundraising | $843 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,247 | TotalAmt |
| Program Services | $13,473 | ProgramServicesAmt |
| Management And General | $4,812 | ManagementAndGeneralAmt |
| Fundraising | $962 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,317 | TotalAmt |
| Program Services | $349,317 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,100 | TotalAmt |
| Program Services | $42,770 | ProgramServicesAmt |
| Management And General | $15,275 | ManagementAndGeneralAmt |
| Fundraising | $3,055 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,761 | TotalAmt |
| Program Services | $67,285 | ProgramServicesAmt |
| Management And General | $3,738 | ManagementAndGeneralAmt |
| Fundraising | $3,738 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,385 | TotalAmt |
| Program Services | $11,470 | ProgramServicesAmt |
| Management And General | $4,096 | ManagementAndGeneralAmt |
| Fundraising | $819 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,852 | TotalAmt |
| Program Services | $7,852 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,859 | TotalAmt |
| Program Services | $23,144 | ProgramServicesAmt |
| Management And General | $7,715 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,392 | TotalAmt |
| Program Services | $40,044 | ProgramServicesAmt |
| Management And General | $13,348 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,876 | TotalAmt |
| Management And General | $1,876 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $26,975 | $20,230 | $6,745 | $0 |
| DUES AND SUBSCRIPTIONS | $2,500 | $2,500 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,577,798 | TotalAmt |
| Program Services | $2,424,102 | ProgramServicesAmt |
| Management And General | $130,536 | ManagementAndGeneralAmt |
| Fundraising | $23,160 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,659 | BOYAmt |
| EOY | $490,387 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,206 | BOYAmt |
| EOY | $60,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,075 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,216 | BOYAmt |
| EOY | $16,959 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,195,895 | BOYAmt |
| EOY | $19,404,154 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,839,976 | BOYAmt |
| EOY | $19,972,388 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,169 | BOYAmt |
| EOY | $29,211 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,103 | BOYAmt |
| EOY | $153,205 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,272 | BOYAmt |
| EOY | $182,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,066,295 | BOYAmt |
| EOY | $13,469,077 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,750,538 | BOYAmt |
| EOY | $4,564,024 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,756,871 | BOYAmt |
| EOY | $1,756,871 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,573,704 | BOYAmt |
| EOY | $19,789,972 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,839,976 | BOYAmt |
| EOY | $19,972,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,076,663 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $139,605 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $517,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $329,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,003,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,544,479 | CurrentTaxYearAmt |
| Total | $6,410,500 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $517,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $329,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,003,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,544,479 | CurrentTaxYearAmt |
| Total | $6,410,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $560,187 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,850,313 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $242,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $279,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $311,142 | CurrentTaxYearAmt |
| Total | $1,118,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,528,560 | TotalSupportAmt |
| Public Support CY170 | 0.77710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 27 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $948,574 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $430,720 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,260,072 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,217,591 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $682,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $563,015 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $234,742 | AdministrativeExpensesAmt |
| End Year Balance | $13,102,071 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,035,186 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $956,324 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $531,220 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $242,699 | AdministrativeExpensesAmt |
| End Year Balance | $13,217,591 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,512,827 | BeginningYearBalanceAmt |
| Contributions | $164,461 | ContributionsAmt |
| Investment Earnings Or Losses | $1,022,564 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $435,502 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $229,164 | AdministrativeExpensesAmt |
| End Year Balance | $13,035,186 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,094,824 | BeginningYearBalanceAmt |
| Contributions | $8,181,870 | ContributionsAmt |
| Investment Earnings Or Losses | -$59,510 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $119,510 | GrantsOrScholarshipsAmt |
| Other Expenditures | $441,121 | OtherExpendituresAmt |
| Administrative Expenses | $143,726 | AdministrativeExpensesAmt |
| End Year Balance | $12,512,827 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,742,477 | BeginningYearBalanceAmt |
| Contributions | $3,081,544 | ContributionsAmt |
| Investment Earnings Or Losses | $588,023 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $83,565 | GrantsOrScholarshipsAmt |
| Other Expenditures | $116,113 | OtherExpendituresAmt |
| Administrative Expenses | $117,542 | AdministrativeExpensesAmt |
| End Year Balance | $5,094,824 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82870 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13410 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,167 | DepreciationAmt |
| Book Value | $8,524 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,343 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,908 | DepreciationAmt |
| Book Value | $8,435 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,959 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS - HOKE | $15,878 | F |
| MUTUAL FUNDS - LANGFORD | $8,732,452 | F |
| MUTUAL FUNDS - POOLED | $10,149,123 | F |
| MUTUAL FUNDS - STEVENSON | $506,701 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,404,154 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,794,066 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $139,605 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $139,605 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,654,461 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,654,461 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,577,798 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,577,798 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,577,798 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS DISTRIBUTE ANNUAL CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS THAT HAVE BEEN RECOMMENDED BY DONORS AND APPROVED BY THE ORGANIZATIONS'S BOARD OF DIRECTORS. |
| PART X, LINE 2: | THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (51 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AABC FOUNDATION | |||||||
| 3123 GOTTSCHALL ROAD | PERKIOMENVILLE | PA | 18074 | 232778441 | 501(C)(3) | $50,000 | OPERATING AND PROGRAM SUPPORT |
| ACLU FOUNDATION OF FLORIDA | |||||||
| 4343 W FLAGLER STREET | MIAMI | FL | 33134 | 136213516 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| ALZHEIMER'S COMMUNITY CARE | |||||||
| 800 NORTHPOINT PARKWAY SUITE 101-B | WEST PALM BEACH | FL | 33407 | 311481653 | 501(C)(3) | $32,500 | OPERATING AND PROGRAM SUPPORT |
| ARTS COUNCIL OF MARTIN COUNTY | |||||||
| 80 EAST OCEAN BLVD | STUART | FL | 34994 | 592015691 | 501(C)(3) | $6,000 | OPERATING AND PROGRAM SUPPORT |
| ARTS COUNCIL OF MARTIN COUNTY | |||||||
| 80 EAST OCEAN BLVD | STUART | FL | 34994 | 592015691 | 501(C)(3) | $20,000 | OPERATING AND PROGRAM SUPPORT |
| BOYS & GIRLS CLUB OF ST LUCIE COUNTY | |||||||
| 3104 AVENUE J | FORT PIERCE | FL | 34947 | 650505369 | 501(C)(3) | $12,000 | OPERATING AND PROGRAM SUPPORT |
| BOYS & GIRLS CLUBS OF MARTIN COUNTY | |||||||
| 11500 SE LARES AVENUE | HOBE SOUND | FL | 33475 | 650253002 | 501(C)(3) | $25,000 | OPERATING AND PROGRAM SUPPORT |
| CENTENARY UNITED METHODIST CHURCH | |||||||
| 14501 BEDFORD ROAD NE | CUMBERLAND | MD | 21502 | 311813333 | 501(C)(3) | $14,279 | OPERATING AND PROGRAM SUPPORT |
| COUNCIL ON AGING OF MARTIN COUNTY INC | |||||||
| 900 SE SALERNO ROAD | STUART | FL | 34997 | 521007762 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| COUNCIL ON AGING OF MARTIN COUNTY INC | |||||||
| 900 SE SALERNO ROAD | STUART | FL | 34997 | 521007762 | 501(C)(3) | $7,615 | OPERATING AND PROGRAM SUPPORT |
| ENVIRONMENTAL STUDIES COUNCIL INC | |||||||
| 2900 NE INDIAN RIVER DRIVE | JENSEN BEACH | FL | 34957 | 592209059 | 501(C)(3) | $20,000 | OPERATING AND PROGRAM SUPPORT |
| FLORIDA OCEANOGRAPHIC SOCIETY | |||||||
| 890 NE OCEAN BLVD | STUART | FL | 34996 | 591114306 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| FLORIDA OCEANOGRAPHIC SOCIETY | |||||||
| 890 NE OCEAN BLVD | STUART | FL | 34996 | 591114306 | 501(C)(3) | $25,500 | OPERATING AND PROGRAM SUPPORT |
| FLORIDA OCEANOGRAPHIC SOCIETY | |||||||
| 890 NE OCEAN BLVD | STUART | FL | 34996 | 591114306 | 501(C)(3) | $15,000 | OPERATING AND PROGRAM SUPPORT |
| HEALTHY START COALITION OF ST LUCIE COUNTY INC | |||||||
| 117 ATLANTIC AVENUE | FORT PIERCE | FL | 34950 | 650466549 | 501(C)(3) | $7,000 | OPERATING AND PROGRAM SUPPORT |
| HEALTHY START COALITION OF ST LUCIE COUNTY INC | |||||||
| 117 ATLANTIC AVENUE | FORT PIERCE | FL | 34950 | 650466549 | 501(C)(3) | $7,500 | OPERATING AND PROGRAM SUPPORT |
| HELPING PEOPLE SUCCEED | |||||||
| 1601 NE BRAILLE PLACE | JENSEN BEACH | FL | 34957 | 591051699 | 501(C)(3) | $25,000 | OPERATING AND PROGRAM SUPPORT |
| HIBISCUS CHILDREN'S CENTER | |||||||
| 2400 NE DIXIE HWY | JENSEN BEACH | FL | 34957 | 650411920 | 501(C)(3) | $190,257 | OPERATING AND PROGRAM SUPPORT |
| HISTORICAL SOCIETY OF MARTIN COUNTY INC | |||||||
| 825 NE OCEAN BLVD | STUART | FL | 34996 | 590913326 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| HISTORICAL SOCIETY OF MARTIN COUNTY INC | |||||||
| 825 NE OCEAN BLVD | STUART | FL | 34996 | 590913326 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| HISTORICAL SOCIETY OF MARTIN COUNTYELLIOTT MUSEUM | |||||||
| 825 NE OCEAN BLVD | STUART | FL | 34996 | 590913326 | 501(C)(3) | $25,000 | OPERATING AND PROGRAM SUPPORT |
| HUMANE SOCIETY OF THE TREASURE COAST INC | |||||||
| 4100 SW LEIGHTON FARM AVENUE | PALM CITY | FL | 34990 | 590774235 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| JESUS HOUSE OF HOPE INC | |||||||
| 2484 SE BONITA STREET | STUART | FL | 34997 | 592422998 | 501(C)(3) | $95,605 | OPERATING AND PROGRAM SUPPORT |
| JESUS HOUSE OF HOPE INC | |||||||
| 2484 SE BONITA STREET | STUART | FL | 34997 | 592422998 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| LIFEBUILDERS OF THE TREASURE COAST INC | |||||||
| 217 AVENUE A | FORT PIERCE | FL | 34950 | 270628451 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| LIFEBUILDERS OF THE TREASURE COAST INC | |||||||
| 217 AVENUE A | FORT PIERCE | FL | 34950 | 270628451 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| LIGHT OF THE WORLD CHARITIES | |||||||
| 1300 EAST 10TH STREET SUITE B | STUART | FL | 34996 | 650920003 | 501(C)(3) | $9,500 | OPERATING AND PROGRAM SUPPORT |
| LIGHT OF THE WORLD CHARITIES | |||||||
| 1300 EAST 10TH STREET SUITE B | STUART | FL | 34996 | 650920003 | 501(C)(3) | $11,000 | OPERATING AND PROGRAM SUPPORT |
| LIGHT OF THE WORLD CHARITIES | |||||||
| 1300 EAST 10TH STREET SUITE B | STUART | FL | 34996 | 650920003 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| MARTIN COUNTY BOARD OF COUNTY COMMISSIONERS | |||||||
| 2351 SE MONTEREY ROAD | STUART | FL | 34996 | 596000743 | 501(C)(3) | $10,670 | OPERATING AND PROGRAM SUPPORT |
| MARTIN COUNTY HEALTHY START COALITION | |||||||
| 101 SE CENTRAL PARKWAY | STUART | FL | 34994 | 650359999 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| MARTIN HEALTH FOUNDATION INC | |||||||
| 2135 SE OCEAN BLVD | STUART | FL | 34996 | 592343938 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| MARTIN HEALTH FOUNDATION INC | |||||||
| 2135 SE OCEAN BLVD | STUART | FL | 34996 | 592343938 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| MARTIN HEALTH FOUNDATION INC | |||||||
| 2135 SE OCEAN BLVD | STUART | FL | 34996 | 592343938 | 501(C)(3) | $20,000 | OPERATING AND PROGRAM SUPPORT |
| MARTIN HEALTH FOUNDATION INC | |||||||
| 2135 SE OCEAN BLVD | STUART | FL | 34996 | 592343938 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| OCEAN RESEARCH & CONSERVATION ASSOCIATION | |||||||
| 1420 SEAWAY DRIVE | FT PIERCE | FL | 34949 | 200901011 | 501(C)(3) | $50,000 | OPERATING AND PROGRAM SUPPORT |
| PLANNED PARENTHOOD OF SOUTH FLORIDA & THE TREASURE COAST | |||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | 591391115 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| PROJECT LIFT INC | |||||||
| 1330 SW 34TH STREET | PALM CITY | FL | 34990 | 273949112 | 501(C)(3) | $54,491 | OPERATING AND PROGRAM SUPPORT |
| PROJECT LIFT INC | |||||||
| 1330 SW 34TH STREET | PALM CITY | FL | 34990 | 273949112 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| ROUNDTABLE OF ST LUCIE COUNTY INC | |||||||
| 546 NW UNIVERSITY BLVD 204 | PORT ST LUCIE | FL | 34986 | 205375835 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT |
| ROUNDTABLE OF ST LUCIE COUNTY INC | |||||||
| 546 NW UNIVERSITY BLVD 204 | PORT ST LUCIE | FL | 34986 | 205375835 | 501(C)(3) | $20,000 | OPERATING AND PROGRAM SUPPORT |
| ROUNDTABLE OF ST LUCIE COUNTY INC | |||||||
| 546 NW UNIVERSITY BLVD 204 | PORT ST LUCIE | FL | 34986 | 205375835 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| THE ARC OF MARTIN COUNTY INC | |||||||
| 2001 SOUTH KANNER HWY | STUART | FL | 34994 | 596153484 | 501(C)(3) | $36,660 | OPERATING AND PROGRAM SUPPORT |
| THE INNER TRUTH PROJECT | |||||||
| 2190 NW RESERVE PARK TRACE 13 | PORT ST LUCIE | FL | 34986 | 461339062 | 501(C)(3) | $10,500 | OPERATING AND PROGRAM SUPPORT |
| THE SALVATION ARMY | |||||||
| 1424 NE EXPRESSWAY | ATLANTA | GA | 30329 | 222406433 | 501(C)(3) | $7,615 | OPERATING AND PROGRAM SUPPORT |
| THE SALVATION ARMY OF MARTIN COUNTY | |||||||
| 821 SE MARTIN LUTHER KING JR BLVD | STUART | FL | 34994 | 132923701 | 501(C)(3) | $7,615 | OPERATING AND PROGRAM SUPPORT |
| TYKES & TEENS INC | |||||||
| 3577 SW CORPORATE PKWY | PALM CITY | FL | 34990 | 650570899 | 501(C)(3) | $25,500 | OPERATING AND PROGRAM SUPPORT |
| TYKES & TEENS INC | |||||||
| 3577 SW CORPORATE PKWY | PALM CITY | FL | 34990 | 650570899 | 501(C)(3) | $100,000 | OPERATING AND PROGRAM SUPPORT |
| UNION GROVE CAMPGROUND ASSOCIATION | |||||||
| MASON ROAD | CUMBERLAND | MD | 21501 | 833158649 | 501(C)(3) | $86,252 | OPERATING AND PROGRAM SUPPORT |
| UNITED WAY OF MARTIN COUNTY | |||||||
| 10 SE CENTRAL PARKWAY SUITE 101 | STUART | FL | 34994 | 237273540 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| UNITED WAY OF MARTIN COUNTY | |||||||
| 10 SE CENTRAL PARKWAY SUITE 101 | STUART | FL | 34994 | 237273540 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 51 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION | GrantTypeTxt |
| Recipient | 50 | RecipientCnt |
| Cash Grant | $289,373 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS - SCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS FROM THE MARTIN COUNTY, FL COMMUNITY UNLESS OTHERWISE SPECIFIED BY THE DONOR FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS. GRANTS - GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS AND IN CERTAIN CIRCUMSTANCES; A COMPREHENSIVE APPLICATION PROCESS IS REQUIRED. FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF ISSUES INCLUDING, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE. IN ORDER TO QUALIFY, THE GRANTEE ENTITY IS REQUIRED TO BE A 501(C)(3) ORGANIZATION. DEPENDING ON THE FUND USED TO ISSUE THE GRANT, THE GRANTEE ORGANIZATION MAY OR MAY NOT BE REQUIRED TO PROVIDE A REPORT BACK TO THE FOUNDATION DETAILING HOW FUNDS WERE SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH BARBELLA | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $152,800 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,700 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $173,500 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS. INDUSTRY CONSULTATION DATA PROVIDED BY THE FLORIDA PHILANTHROPIC NETWORK, NATIONAL COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF FLORIDA COMMUNITY FOUNDATIONS IS USED AS GUIDANCE AS WELL AS THE PRESIDENT/CEO'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $507,583 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DESIGNATED THE BOARD FINANCE & AUDIT COMMITTEE TO PRELIMINARILY REVIEW THE ANNUAL FORM 990. ONCE REVIEWED AND APPROVED BY THE BOARD FINANCE & AUDIT COMMITTEE THE FORM 990 IS FORWARDED TO THE FULL BOARD FOR REVIEW, APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY THE BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF. THE BOARD AND STAFF ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AT EACH BOARD MEETING SO AS TO CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS. INDUSTRY CONSULTATION DATA PROVIDED BY THE FLORIDA PHILANTHROPIC NETWORK, NATIONAL COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF FLORIDA COMMUNITY FOUNDATIONS IS USED AS GUIDANCE AS WELL AS THE PRESIDENT/CEO'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | NO CHANGE TO OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |
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