COMMUNITY FOUNDATION OF NORTH FLORIDA INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF NORTH FLORIDA INC (EIN 59-3473384)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-25
- IRS object ID
- 202542689349300729
- Schema version
- 2024v5.2
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-25T10:24:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 MANATEE AVE W STE 1200 | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593473384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF NORTH | BusinessNameLine1Txt |
| Business Name Line2 | FLORIDA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8502222899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MACLAY BLVD SOUTH 200 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32312 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATRINA ROLLE | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8502222899 | PhoneNum |
| Signature | 2025-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN CARTER | PreparerPersonNm |
| PTIN | P00536712 | PTIN |
| Phone | 9417474483 | PhoneNum |
| Preparation | 2025-09-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATRINA ROLLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MACLAY BLVD SOUTH 200 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $55,953,356 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFNF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE QUALITY OF LIFE IN NORTH FLORIDA THROUGH THE SUPPORT OF CHARITABLE GIVING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | -$108,705 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,427,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,149,282 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $749,749 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $813,209 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,191,145 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,492,942 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,200 | CYOtherRevenueAmt |
| PY Total Revenue | $8,368,144 | PYTotalRevenueAmt |
| CY Total Revenue | $7,456,633 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,291,334 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,684,034 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $395,467 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $410,698 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $37,773 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,106,301 | PYOtherExpensesAmt |
| CY Other Expenses | $1,150,993 | CYOtherExpensesAmt |
| PY Total Expenses | $5,793,102 | PYTotalExpensesAmt |
| CY Total Expenses | $7,245,725 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,575,042 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $210,908 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $105,219,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,716,799 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,423,337 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,717,833 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,796,540 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,998,966 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENHANCE THE QUALITY OF LIFE IN THE NORTH FLORIDA COMMUNITY THROUGH THE PROMOTION AND SUPPORT OF CHARITABLE GIVING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,803,678 | ExpenseAmt |
| Grant | $5,684,034 | GrantAmt |
| Revenue | $814,409 | RevenueAmt |
| Desc | THE COMMUNITY FOUNDATION OF NORTH FLORIDA (CFNF) ADMINISTERS OVER 200 CHARITABLE FUNDS FOR THE BENEFIT OF THE NORTH FLORIDA COMMUNITY. THESE CHARITABLE FUNDS EXTEND FINANCIAL SUPPORT TO THE LOCAL NONPROFIT COMMUNITY THROUGH GRANTS. CFNF ALSO SERVES AS A LEADER AND CONVENER, BRINGING TOGETHER FUNDERS AND NONPROFIT ORGANIZATIONS TO COLLABORATE AND ASSIST THE LOCAL COMMUNITY. | Desc |
| Total Program Service Expenses | $6,803,678 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | 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 | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATRINA D ROLLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8502222899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MACLAY BLVD SOUTH 200 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32312 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN PAYNE TURNER | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLY O'KEEFE | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROB SNIFFEN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETH CORUM | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN BRADLEY | ||||||
| INVESTMENT COMMITTE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATE CLARK | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RYAN COHN | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HETAL DESAI | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ERIC FRIALL | ||||||
| MEMBER-START 5/2024 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANDREW GAY | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANA MELENDEZ | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MURRAY MOORE | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANGIE SIPPLE | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TODD SPERRY | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LILLIE THOMAS | ||||||
| MEMBER-START 5/2024 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| YING WANG | ||||||
| MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| YUH-MEI HUTT | ||||||
| MEMBER-UNTIL 5/2024 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATRINA D ROLLE | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $176,576 | $0 | $5,621 | |
| LUCIA FONTELA | ||||||
| CFO | 35.00 | Yes (X) | $102,406 | $0 | $3,072 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $278,982 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,693 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONFUND ASSET MANAGEMENT COMPANY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 OLD DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $917,192 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,149,282 | AllOtherContributionsAmt |
| Noncash Contributions | $1,592,659 | NoncashContributionsAmt |
| Total Contributions | $5,149,282 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $813,209 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $813,209 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $813,209 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $791,565 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$108,705 | UnrelatedBusinessRevenueAmt |
| Exclusion | $900,270 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,198,100 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,496,723 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $701,377 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $701,377 | TotalRevenueColumnAmt |
| Exclusion | $701,377 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,200 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,200 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,456,633 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $814,409 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$108,705 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,601,647 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,684,034 | TotalAmt |
| Program Services | $5,684,034 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,675 | TotalAmt |
| Program Services | $221,509 | ProgramServicesAmt |
| Management And General | $66,166 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,645 | TotalAmt |
| Program Services | $67,487 | ProgramServicesAmt |
| Management And General | $20,158 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,760 | TotalAmt |
| Program Services | $1,355 | ProgramServicesAmt |
| Management And General | $405 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,358 | TotalAmt |
| Program Services | $4,896 | ProgramServicesAmt |
| Management And General | $1,462 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,260 | TotalAmt |
| Program Services | $20,990 | ProgramServicesAmt |
| Management And General | $6,270 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,500 | TotalAmt |
| Management And General | $4,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,260 | TotalAmt |
| Management And General | $23,260 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,192 | TotalAmt |
| Program Services | $691,328 | ProgramServicesAmt |
| Management And General | $225,864 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,286 | TotalAmt |
| Program Services | $13,783 | ProgramServicesAmt |
| Management And General | $8,503 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,296 | TotalAmt |
| Program Services | $21,018 | ProgramServicesAmt |
| Management And General | $6,278 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,484 | TotalAmt |
| Program Services | $61,203 | ProgramServicesAmt |
| Management And General | $18,281 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,607 | TotalAmt |
| Program Services | $2,958 | ProgramServicesAmt |
| Management And General | $12,649 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865 | TotalAmt |
| Management And General | $865 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,763 | TotalAmt |
| Program Services | $3,668 | ProgramServicesAmt |
| Management And General | $1,095 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DONOR DEVELOPMENT | $37,773 | $37,773 | ||
| MEMBERSHIP DUES | $12,272 | $9,449 | $2,823 | |
| LICENSES AND FEES | $695 | $695 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,245,725 | TotalAmt |
| Program Services | $6,803,678 | ProgramServicesAmt |
| Management And General | $404,274 | ManagementAndGeneralAmt |
| Fundraising | $37,773 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $510,131 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,128,384 | BOYAmt |
| EOY | $5,241,874 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,879 | BOYAmt |
| EOY | $15,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $131,046 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $122,229 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,026 | BOYAmt |
| EOY | $8,817 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,587,086 | BOYAmt |
| EOY | $105,421,990 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,502 | BOYAmt |
| EOY | $518,369 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,219,877 | BOYAmt |
| EOY | $111,716,799 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853 | BOYAmt |
| EOY | $1,648 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,422,484 | BOYAmt |
| EOY | $7,716,185 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,423,337 | BOYAmt |
| EOY | $7,717,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,930,110 | BOYAmt |
| EOY | $101,987,940 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,866,430 | BOYAmt |
| EOY | $2,011,026 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,796,540 | BOYAmt |
| EOY | $103,998,966 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,219,877 | BOYAmt |
| EOY | $111,716,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $210,908 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,991,518 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 | $1,479,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,398,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,537,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,427,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,149,282 | CurrentTaxYearAmt |
| Total | $14,992,743 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,479,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,398,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,537,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,427,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,149,282 | CurrentTaxYearAmt |
| Total | $14,992,743 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,361,696 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,631,047 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,871,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,151 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $649,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $791,565 | CurrentTaxYearAmt |
| Total | $3,541,345 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,200 | CurrentTaxYearAmt |
| Total | $2,400 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,536,488 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,319,397 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: GRANT FROM TRUST DATE: 11/12/20 AMOUNT: 6000000. DESCRIPTION: GRANT FROM TRUST DATE: 11/18/21 AMOUNT: 6000000. DESCRIPTION: GRANT FROM TRUST DATE: 02/28/22 AMOUNT: 904110. | ExplanationTxt |
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 | 98 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 41 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $10,098,360 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,040,711 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $4,240,561 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $642,055 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $93,614,686 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $3,690,723 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,130,644 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $132,216 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,029 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,223,831 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,042,669 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $129,457 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $41,482 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,130,644 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,113,971 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$68,503 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,799 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,042,669 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $995,804 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $157,626 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,459 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,113,971 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $964,079 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71,743 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $40,018 | GrantsOrScholarshipsAmt |
| End Year Balance | $995,804 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,987 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,987 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,059 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,242 | DepreciationAmt |
| Book Value | $8,817 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,817 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY FUNDS | $30,541,369 | F |
| FIXED INCOME FUNDS | $27,508,035 | F |
| REAL ASSET FUNDS | $9,952,670 | F |
| PRIVATE EQUITY FUNDS | $11,930,069 | F |
| MUTUAL FUNDS | $25,489,847 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $105,421,990 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,530,959 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,991,518 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$691,328 | OtherRevenueAmt |
| Revenue Not Reported | $5,300,190 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,230,769 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $225,864 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $225,864 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,456,633 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,328,533 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,328,533 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $225,864 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $691,328 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $917,192 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,245,725 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | INVESTMENTS HELD ON BEHALF OF OTHERS CONSIST OF ASSETS CONTRIBUTED TO THE FOUNDATION DIRECTLY FROM NONPROFIT ORGANIZATIONS THAT NAME THEMSELVES AS THE BENEFCIARY OF THE AGENCY ENDOWMENT FUND CREATED. IN ACCORDANCE WITH GAAP, COMMUNITY FOUNDATIONS RECEIVING ASSETS FROM A NONPROFIT ENTITY THAT SPECIFIES ITSELF AS THE BENEFICIARY, EVEN IF THE VARIANCE POWER IS EXPLICITYL STATED IN THE GIFT INSTRUMENT, IS DEEMED NOT A GIFT TO THE FOUNDATION BUT INSTEAD A LIABILITY DUE BACK TO THE NONPROFIT ORGANIZATION. AS OF DECEMBER 31, 2024 AND 2023, THE FOUNDATION HELD 92 AND 102 AGENCY ENDOWMENT FUNDS WITH A COMBINED FAIR VALUE OF $7,716,185 AND $7,422,484, RESPECTIVELY, WHICH ARE PRESENTED AS INVESTMENTS HELD ON BEHALF OF OTHERS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. |
| PART V, LINE 4: | TO PERMANENTLY FUND OPERATIONS OF THE FOUNDATION. |
| PART X, LINE 2: | THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES. IN ADDITION, THE FOUNDATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 509(A). MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE FOUNDATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT FEES NETTED AGAINST ADMINISTRATIVE FEES REVENUE ON FINANCIALS -691,328. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES NETTED AGAINST ADMINISTRATIVE FEES REVENUE ON FINANCIALS 691,328. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (81 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | ||||||||
| PO BOX 5948 | TALLAHASEE | FL | 32314 | 592761163 | 501(C)(3) | $7,500 | $0 | ENVIRONMENT |
| AMERICAN RED CROSS - CAPITAL AREA CHAPTER | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 200065310 | 530196605 | 501(C)(3) | $8,059 | $0 | EMERGENCY RELIEF |
| ANIMAL SHELTER FOUNDATION | ||||||||
| PO BOX 13858 | TALLAHASSEE | FL | 32318 | 562643835 | 501(C)(3) | $5,618 | $0 | ANIMAL WELFARE |
| AUCILLA CHRISTIAN ACADEMY | ||||||||
| 7803 AUCILLA RD | MONTICELLO | FL | 32344 | 591489030 | 501(C)(3) | $75,501 | $0 | EDUCATION |
| A WOMEN'S PREGNANCY CENTER | ||||||||
| 919 W PENSACOLA STREET | TALLAHASSEE | FL | 32304 | 592632869 | 501(C)(3) | $19,000 | $0 | SOCIAL SERVICES |
| BAPTIST HEALTH FOUNDATION | ||||||||
| 841 PRUDENTIAL DRIVE SUITE 1300 | JACKSONVILLE | FL | 32207 | 592487135 | 501(C)(3) | $700,000 | $0 | HEALTH & WELLNESS |
| BARNABAS CENTER INC | ||||||||
| 1303 JASMINE STREET SUITE 101 | FERNANDINA BEACH | FL | 32034 | 592920275 | 501(C)(3) | $30,000 | $0 | HEALTH & WELLNESS |
| BIG BEND HOSPICE FOUNDATION | ||||||||
| 1723 MAHAN CENTER BLVD | TALLAHASSEE | FL | 32308 | 593258493 | 501(C)(3) | $40,343 | $0 | HEALTH & WELLNESS |
| BOND COMMUNITY HEALTH CENTER | ||||||||
| 1720 S GADSDEN ST | TALLAHASSEE | FL | 323015506 | 592426414 | 501(C)(3) | $6,000 | $0 | HEALTH & WELLNESS |
| CALHOUN COLLEGE FOUNDATION | ||||||||
| PO BOX 2216 | DECATUR | AL | 35609 | 630693846 | 501(C)(3) | $9,804 | $0 | EDUCATION |
| CAMPUS CRUSADE FOR CHRIST (DBA CRU) | ||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | 956006173 | 501(C)(3) | $7,500 | $0 | RELIGION |
| CELEBRATION BAPTIST CHURCH | ||||||||
| 3300 SHAMROCK STREET E | TALLAHASSEE | FL | 32309 | 592127519 | 501(C)(3) | $6,450 | $0 | RELIGION |
| CHRIST CLASSICAL ACADEMY | ||||||||
| 2205 THOMASVILLE RD | TALLAHASSEE | FL | 323080737 | 900172348 | 501(C)(3) | $210,000 | $0 | EDUCATION |
| CHRISTIAN AID MINISTRIES | ||||||||
| PO BOX 360 | BERLIN | OH | 44610 | 341344364 | $62,407 | $0 | EMERGENCY RELIEF | |
| CHRISTIAN COUNSELING & EDUCATIONAL FOUNDATION | ||||||||
| 1803 W WILLOW GROVE AVENUE | GLENSIDE | PA | 19038 | 231996251 | 501(C)(3) | $7,024 | $0 | SOCIAL SERVICES |
| CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS | ||||||||
| 50 E NORTH TEMPLE STREET | SALT LAKE CITY | UT | 84150 | 237300405 | 501(C)(3) | $1,200,000 | $0 | RELIGION |
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||||
| POST OFFICE BOX 1870 | FORT COLLINS | CO | 80522 | 237098397 | 501(C)(3) | $13,500 | $0 | EDUCATION |
| COUNCIL ON CULTURE & ARTS (COCA) | ||||||||
| 114 S DUVAL ST | TALLAHASSEE | FL | 32301 | 592644263 | 501(C)(3) | $50,000 | $0 | ARTS & CULTURE |
| DIVERSITY AND TALENT ALLIANCE INC | ||||||||
| 1709 HERMITAGE BLVD STE 200 | TALLAHASSEE | FL | 32308 | 920895987 | 501(C)(3) | $10,000 | $0 | EDUCATION |
| ELDER CARE SERVICES | ||||||||
| 2518 W TENNESSEE STREET | TALLAHASSEE | FL | 32304 | 591426079 | 501(C)(3) | $42,487 | $0 | SOCIAL SERVICES |
| ELEMENT 3 CHURCH | ||||||||
| PO BOX 14792 | TALLAHASSEE | FL | 32317 | 593175184 | 501(C)(3) | $10,000 | $0 | RELIGION |
| FELLOWSHIP OF CHRISTIAN ATHLETES - NORTH FLORIDA | ||||||||
| 1645 METROPOLITAN BLVD SUITE 2 | TALLAHASSEE | FL | 32308 | 440610626 | 501(C)(3) | $16,500 | $0 | RELIGION |
| FIRST PRESBYTERIAN CHURCH - QUINCY | ||||||||
| QUINCY 306 N MADISON STREET | QUINCY | FL | 32351 | 590895900 | 501(C)(3) | $16,458 | $0 | RELIGION |
| FISH & WILDLIFE FOUNDATION OF FLORIDA INC | ||||||||
| POBOX 11010 | TALLAHASSEE | FL | 32302 | 593277808 | 501(C)(3) | $10,000 | $0 | ENVIRONMENT |
| FL CARES INC | ||||||||
| PO BOX 5117 | BOONE | IA | 50950 | 831620502 | 501(C)(3) | $10,736 | $0 | SOCIAL SERVICES |
| FLORIDA BAPTIST CONVENTION | ||||||||
| 1230 HENDRICKS AVE | JACKSONVILLE | FL | 322078619 | 237044150 | 501(C)(3) | $10,000 | $0 | RELIGION |
| FLORIDA SHERIFF'S YOUTH RANCHES INC | ||||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | 237303117 | 501(C)(3) | $5,509 | $0 | SOCIAL SERVICES |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||||
| 325 W COLLEGE AVENUE | TALLAHASSEE | FL | 32301 | 596152180 | 501(C)(3) | $29,359 | $0 | EDUCATION |
| FRIENDS OF LEON COUNTY PUBLIC LIBRARY | ||||||||
| 200 W PARK AVENUE | TALLAHASSEE | FL | 323017720 | 591896144 | 501(C)(3) | $10,855 | $0 | CIVIC ENGAGEMENT |
| GADSDEN ARTS | ||||||||
| 13 N MADISON STREET QUINCY | QUINCY | FL | 32351 | 593247747 | 501(C)(3) | $23,000 | $0 | ARTS & CULTURE |
| GREATER APALACHEE RIDGE ESTATES NEIGHBORHOOD ASSOCIATION | ||||||||
| 806 APACHE ST | TALLAHASSEE | FL | 32301 | 352569382 | 501(C)(3) | $40,000 | $0 | ECONOMIC DEVELOPMENT |
| GREATER TALLAHASSEE CHAMBER FOUNDATION | ||||||||
| 300 E PARK AVENUE | TALLAHASSEE | FL | 32301 | 883712629 | 501(C)(3) | $21,193 | $0 | CIVIC ENGAGEMENT |
| GULF SPECIMEN MARINE LABORATORIES INC | ||||||||
| PO BOX 237 | PANACEA | FL | 32346 | 592021454 | 501(C)(3) | $5,500 | $0 | ENVIRONMENT |
| HAVANA MAIN STREET INC | ||||||||
| 107 W 7TH AVE | HAVANA | FL | 32333 | 820711823 | 501(C)(3) | $22,805 | $0 | ECONOMIC DEVELOPMENT |
| HEALTHY WOMAN WOMEN'S CLINICS OF FLORIDA (DBA OPEN DOOOR WOMEN'S CLINIC) | ||||||||
| PO BOX 14269 | TALLAHASSEE | FL | 32317 | 821270885 | 501(C)(3) | $7,000 | $0 | SOCIAL SERVICES |
| HOLY COMFORTER EPISCOPAL CHURCH | ||||||||
| 2015 FLEISCHMANN ROAD | TALLAHASSEE | FL | 32308 | 590828470 | 501(C)(3) | $50,000 | $0 | RELIGION |
| INDEPENDENCE LANDING | ||||||||
| 3025 SCHOOL HOUSE ROAD | TALLAHASSEE | FL | 32311 | 822792376 | 501(C)(3) | $16,000 | $0 | SOCIAL SERVICES |
| JOEY CARLTON LLC | ||||||||
| 3310 CARLTON RD | PERRY | FL | 32348 | $66,700 | $0 | EMERGENCY RELIEF | ||
| JOSEPH HOUSE | ||||||||
| 2030 HEATHER BROOK DR | TALLAHASSEE | FL | 32312 | 832390289 | 501(C)(3) | $11,766 | $0 | RELIGION |
| KANAKUK MINISTRIES - KANAKUK KAMPS | ||||||||
| KANAKUK KAMPS 1353 LAKESHORE DRIVE | BRANSON | MO | 65616 | 431815310 | 501(C)(3) | $15,000 | $0 | RELIGION |
| KIDS INC OF THE BIG BEND | ||||||||
| PO BOX 16639 | TALLAHASSEE | FL | 32317 | 237411718 | 501(C)(3) | $6,837 | $0 | SOCIAL SERVICES |
| KUM BA YAH FOUNDATION INC | ||||||||
| 37613 OXFORD DR | MURRIETA | CA | 92562 | 261934326 | 501(C)(3) | $10,000 | $0 | EMERGENCY RELIEF |
| LEON COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 16639 | TALLAHASSEE | FL | 32317 | 596138275 | 501(C)(3) | $12,226 | $0 | ANIMAL WELFARE |
| LEWIS WALKER ROOFING INC | ||||||||
| 2252 KILLEARN CENTER BLVD SUITE 1 | TALLAHASSEE | FL | 32309 | $50,580 | $0 | EMERGENCY RELIEF | ||
| LIVE THE LIFE MINISTRIES | ||||||||
| 2252 KILLEARN CENTER BLVD SUITE 100 | TALLAHASSEE | FL | 323093577 | 593493493 | 501(C)(3) | $28,376 | $0 | RELIGION |
| MACLAY SCHOOL | ||||||||
| 3737 N MERIDIAN ROAD | TALLAHASSEE | FL | 32312 | 591217750 | 501(C)(3) | $100,000 | $0 | EDUCATION |
| MADISON COUNTY STRONG LONG TERM RECOVERY GROUP | ||||||||
| PO BOX 1159 | MADISON | FL | 32341 | 934860551 | 501(C)(3) | $170,312 | $0 | EMERGENCY RELIEF |
| MICAH'S PLACE INC | ||||||||
| PO BOX 16287 | FERNANDINA BEACH | FL | 32035 | 593675485 | 501(C)(3) | $30,000 | $0 | SOCIAL SERVICES |
| MONTICELLO EAGLES NEST | ||||||||
| PO BOX 321 | MONTICELLO | FL | 32345 | 421581387 | 501(C)(3) | $6,054 | $0 | SOCIAL SERVICES |
| NORTH FLORIDA COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 1211 W THARPE ST STE 103 | TALLAHASSEE | FL | 323034613 | 883384607 | 501(C)(3) | $15,000 | $0 | CIVIC ENGAGEMENT |
| PARKINSON'S FOUNDATION INC | ||||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | 131866796 | 501(C)(3) | $7,500 | $0 | HEALTH & WELLNESS |
| PRAIRIE CHAPEL CHURCH | ||||||||
| 20414 US HIGHWAY 65 | URBANA | MO | 65767 | 843860404 | 501(C)(3) | $7,500 | $0 | RELIGION |
| REACHING & TEACHING INTERNATIONAL MINISTRIES | ||||||||
| PO BOX 122 | WHEATON | IL | 60187 | 264793651 | 501(C)(3) | $10,124 | $0 | RELIGION |
| RED HILLS SMALL FARM ALLIANCE INC | ||||||||
| PO BOX 3452 | TALLAHASSEE | NY | 32315 | 274369758 | 501(C)(3) | $10,000 | $0 | ENVIRONMENT |
| REFUGE HOUSE | ||||||||
| PO BOX 20910 | TALLAHASSEE | FL | 32316 | 591869324 | 501(C)(3) | $21,654 | $0 | SOCIAL SERVICES |
| ROBERT F MUNROE DAY SCHOOL INC | ||||||||
| 91 OLD MT PLEASANT ROAD | QUINCY | FL | 323526229 | 591270627 | 501(C)(3) | $27,900 | $0 | EDUCATION |
| SAFE FAMILIES FOR CHILDREN | ||||||||
| 4300 W IRVING PARK RD | CHICAGO | IL | 606412825 | 453194102 | 501(C)(3) | $8,000 | $0 | SOCIAL SERVICES |
| SAINT PAUL'S UNITED METHODIST CHURCH | ||||||||
| 1700 N MERIDIAN ROAD | TALLAHASSEE | FL | 32303 | 593050390 | 501(C)(3) | $11,200 | $0 | RELIGION |
| SAMARITAN'S PURSE | ||||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | 581437002 | 501(C)(3) | $14,024 | $0 | SOCIAL SERVICES |
| SECOND HARVEST OF THE BIG BEND | ||||||||
| 4446 ENTREPOT BLVD | TALLAHASSEE | FL | 32310 | 592610345 | 501(C)(3) | $61,487 | $0 | SOCIAL SERVICES |
| SEMINOLE BOOSTERS | ||||||||
| 2615 CENTENNIAL BLVD SUITE 200 | TALLAHASSEE | FL | 32308 | 591561180 | 501(C)(3) | $6,759 | $0 | EDUCATION |
| SOUTH CITY FOUNDATION | ||||||||
| 1126A LEE AVE | TALLAHASSEE | FL | 32303 | 473323694 | 501(C)(3) | $35,000 | $0 | CIVIC ENGAGEMENT |
| SPROCKET INC | ||||||||
| 3121 BROADWAY ST | PADUCAH | KY | 420014305 | 822967525 | 501(C)(3) | $10,000 | $0 | EDUCATION |
| STEMS4GIRLS INC | ||||||||
| 914 RAILROAD AVE | TALLAHASSEE | FL | 32310 | 814762653 | 501(C)(3) | $6,000 | $0 | EDUCATION |
| ST MARKS REFUGE ASSOCIATION | ||||||||
| PO BOX 368 | ST MARKS | FL | 32355 | 592811456 | 501(C)(3) | $7,500 | $0 | ENVIRONMENT |
| TALLAHASSEE SENIOR CITIZENS FOUNDATION | ||||||||
| 1400 N MONROE STREET | TALLAHASSEE | FL | 32303 | 592040638 | 501(C)(3) | $11,120 | $0 | SOCIAL SERVICES |
| TALLAHASSEE STATE COLLEGE FOUNDATION | ||||||||
| 444 APPLEYARD DR | TALLAHASSEE | FL | 323042895 | 592091480 | 501(C)(3) | $5,295 | $0 | EDUCATION |
| TAYLOR COUNTY STRONG LTRG | ||||||||
| 1339 N BYRON BUTLER PKWY | PERRY | FL | 32347 | 991253029 | 501(C)(3) | $27,072 | $0 | EMERGENCY RELIEF |
| TEMPLE ISRAEL - TALLAHASSEE FL | ||||||||
| 2215 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | 592387059 | 501(C)(3) | $7,237 | $0 | RELIGION |
| THE BLESSING CUP OF TALLAHASSEE INC | ||||||||
| 7970 GLENARBOR CT | TALLAHASSEE | FL | 323099221 | 843754829 | 501(C)(3) | $10,968 | $0 | SOCIAL SERVICES |
| THE KEARNEY CENTER | ||||||||
| 2650 MUNICIPAL WAY | TALLAHASSEE | FL | 32304 | 474589916 | 501(C)(3) | $23,000 | $0 | SOCIAL SERVICES |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | 134141945 | 501(C)(3) | $7,500 | $0 | HEALTH & WELLNESS |
| THE TALLAHASSEE BALLET | ||||||||
| 1940 NORTH MONROE STREET SUITE 78 | TALLAHASSEE | FL | 32303 | 237273533 | 501(C)(3) | $8,000 | $0 | ARTS & CULTURE |
| THE VILLAGE SQUARE INC | ||||||||
| PO BOX 10352 | TALLAHASSEE | FL | 32302 | 320182830 | 501(C)(3) | $67,391 | $0 | CIVIC ENGAGEMENT |
| TMH FOUNDATION INC | ||||||||
| 1331 E SIXTH AVENUE | TALLAHASSEE | FL | 32303 | 591727645 | 501(C)(3) | $227,724 | $0 | HEALTH & WELLNESS |
| TRINITY UNITED METHODIST CHURCH | ||||||||
| PO BOX 1086 | TALLAHASSEE | FL | 32302 | 590638497 | 501(C)(3) | $5,500 | $0 | RELIGION |
| UNITED WAY OF THE BIG BEND | ||||||||
| 307 E 7TH AVENUE | TALLAHASSEE | FL | 32303 | 596011150 | 501(C)(3) | $19,500 | $0 | SOCIAL SERVICES |
| WAKULLA COUNTY ACADEMIC BOOSTERS ASSOCIATION | ||||||||
| PO BOX 448 | CRAWFORDVILLE | FL | 32326 | 592355382 | 501(C)(3) | $5,957 | $0 | EDUCATION |
| WASHINGTON IMPROVEMENT GROUP | ||||||||
| 200 PETERS ST | PORT SAINT JOE | FL | 32456 | 593194254 | 501(C)(3) | $12,125 | $0 | SOCIAL SERVICES |
| WFSU | ||||||||
| 1600 RED BARBER PLAZA | TALLAHASSEE | FL | 323106068 | 596152180 | 501(C)(3) | $6,268 | $0 | CIVIC ENGAGEMENT |
| WILDWOOD PRESBYTERIAN CHURCH | ||||||||
| 100 OX BOTTOM ROAD | TALLAHASSEE | FL | 32312 | 592384375 | 501(C)(3) | $47,024 | $0 | RELIGION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 103 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STAFF VERIFIES THE NONPROFIT STATUS OF THE GRANTEE ORGANIZATION BY RUNNING FOUNDANT TAX STATUS PLUS IN CSUITE TO DETERMINE WHETHER THE ORGANIZATION IS A 501(C)(3) IN GOOD STANDING WITH THE IRS AND DETERMINE ITS STATUS AS 509(A)(1) OR 509(A)(2). IF THE GRANTEE ORGANIZATION IS NOT IDENTIFIED AS SUCH, ADDITIONAL DUE DILIGENCE IS CONDUCTED AS APPROPRIATE. SHOULD EXPENDITURE RESPONSIBILITY BE REQUIRED, THAT IS PERFORMED PRIOR TO A GRANTEE RECEIVING AN AWARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | KATRINA D ROLLE | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $161,576 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $15,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,297 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $324 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $182,197 | 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 | COMPENSATION OF THE PRESIDENT (EXECUTIVE DIRECTOR) IS DETERMINED BY A REVIEW PROCESS WHICH IS CONDUCTED BY THE EXECUTIVE COMMITTEE (COMPENSATION COMMITTEE). A WRITTEN JOB DESCRIPTION AND EVALUATION FORM ARE USED BY THE BOARD IN THE REVIEW PROCESS IN ADDITION TO SALARY DATA FROM THE COMMUNITY FOUNDATION FIELD, AND OPEN DISCUSSION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,592,659 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE DRAFT FORM 990 WAS PROVIDED TO THE GOVERNING BODY PRIOR TO IT BEING FILED AND THE ORGANIZATION'S PRESIDENT REVIEWS THE FORM 990 BEFORE IT IS FILED. AFTER FILING, A COPY OF THE ORGANIZATION'S FORM 990 IS POSTED ON ITS WEBSITE WHERE IT IS AVAILABLE FOR PUBLIC VIEWING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SIGNED FORMS ARE REVIEWED ANNUALLY FOR ANY CONFLICTS THAT MAY EXIST AND ARE REVIEWED ANY TIME A BUSINESS RELATIONSHIP IS CONTEMPLATED INVOLVING A BOARD MEMBER AND THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT (EXECUTIVE DIRECTOR) IS DETERMINED BY A REVIEW PROCESS WHICH IS CONDUCTED BY THE EXECUTIVE COMMITTEE (COMPENSATION COMMITTEE). A WRITTEN JOB DESCRIPTION AND EVALUATION FORM ARE USED BY THE BOARD IN THE REVIEW PROCESS IN ADDITION TO SALARY DATA FROM THE COMMUNITY FOUNDATION FIELD AND OPEN DISCUSSION. COMPENSATION OF THE CFO IS DETERMINED BY A REVIEW PROCESS WHICH IS CONDUCTED BY THE PRESIDENT. A WRITTEN JOB DESCRIPTION AND EVALUATION FORM ARE USED IN THE REVIEW PROCESS IN ADDITION TO SALARY DATA FROM THE COMMUNITY FOUNDATION FIELD. MEMBERS OF THE EXECUTIVE COMMITTEE ARE CONSULTED FROM TIME TO TIME DURING THE PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE KEPT AT THE OFFICES OF THE COMMUNITY FOUNDATION AND ARE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC WHO MAKES A REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 OF THE COMMUNITY FOUNDATION ARE POSTED ON THE WEBSITE AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFNF REAL ESTATE I LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 MACLAY BLVD SOUTH STE 200 | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811237106 | EIN |
| Primary Activities | RE CONTRIBUTION | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF NORTH FLORIDA INC | BusinessNameLine1Txt |
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