THEODORE R & VIVIAN M JOHNSON SCHOLARSHIP FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE R & VIVIAN M JOHNSON SCHOLARSHIP FOUNDATION INC (EIN 31-1613890)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201903179349100970
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T10:35:33-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141918990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLETON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 LAKEVIEW AVENUE SUITE 1200 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311613890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE R AND VIVIAN M | BusinessNameLine1Txt |
| Business Name Line2 | JOHNSON SCHOLARSHIP FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 5616592005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE NO 810 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD KRAUSE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5616592005 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN CHENOWETH | PreparerPersonNm |
| PTIN | P01768153 | PTIN |
| Phone | 5617989988 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.240.243.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 11:34:54 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3A17A81C6A578EF79E6B68339AB71B64340CC4D5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 54987F12700BB9FEF040CF8A6BC11CF6787D6A92 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,348,810 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19,925 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,925 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,167,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,167,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,811,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,811,909 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,811,909 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$55,360 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$55,360 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,943,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,943,937 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $778,047 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $105,182 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $672,865 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $165,486 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $47,513 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $117,973 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $174,815 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $34,963 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $139,852 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,374 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,374 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,548 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,402 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $456,479 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $342,917 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $113,562 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $515,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $515,055 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $97,696 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $97,696 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $222,352 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $55,588 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $166,764 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $15,246 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $15,246 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,699,181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,663,139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,042 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,183,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,765,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,417,776 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,362,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,362,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,546,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,765,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,780,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,397,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,178,032 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,510,204 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,660,009 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,660,009 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $145,399,539 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,647,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $154,688,801 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $146,909,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,307,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,348,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $146,909,743 | CapitalStockBOYAmt |
| Capital Stock EOY | $153,307,029 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $146,909,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $153,307,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $146,909,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $153,307,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $146,909,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,397,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $153,307,029 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $153,307,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS - K-1'S | P | 2018-12-31 | $1,612,546 | $1,612,546 | $1,612,546 |
| CAPITAL GAINS - K-1'S | P | 2018-12-31 | $8,252,571 | $8,252,571 | $8,252,571 |
| SECTION 1231 - K-1'S | P | 2018-12-31 | $88,295 | $88,295 | $88,295 |
| CAPITAL GAINS - K-1'S | P | 2018-12-31 | $3,858,497 | $3,858,497 | $3,858,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,811,909 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,907,686 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $164,497,789 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048072 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,113,740 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $156,129,204 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051968 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,093,273 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $164,088,007 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049323 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,831,115 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $169,460,787 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046212 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,608,298 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $160,669,146 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047354 | DistributionYr5Rt |
| Total Distribution | 0.242929 | TotalDistributionRt |
| Average Distribution | 0.048586 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $168,389,571 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,181,376 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $141,780 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,323,156 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,780,746 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $283,561 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $283,561 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $283,561 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $248,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $242,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $490,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $206,439 | OverpaymentAmt |
| Applied To ES Tax | $206,439 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JSF.BZ | WebsiteAddressTxt |
| Individual With Books | MR RICHARD A KRAUSE | IndividualWithBooksNm |
| Phone | 5616592005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 810 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD KRAUSE | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CFO | 40.00 | $213,851 | $38,493 | $0 |
| R MALCOLM MACLEOD | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CHAIRMAN/CEO/PRESIDENT/DIR | 40.00 | $329,704 | $21,600 | $0 |
| HUGH BROWN | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | SECRETARY/CONSULTANT/DIREC | 4.00 | $47,031 | $0 | $0 |
| SHERRY SALWAY BLACK | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CONSULTANT/DIRECTOR | 4.00 | $47,031 | $0 | $0 |
| DAVID BLAIKIE | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CONSULTANT/DIRECTOR | 4.00 | $47,031 | $0 | $0 |
| ROBERT KRAUSE | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | TREASURER/DIRECTOR | 2.00 | $19,167 | $0 | $0 |
| BEA AWONIYI | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 2.00 | $19,167 | $0 | $0 |
| I KING JORDAN | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR/VICE PRESIDENT (1/1-9/30) | 4.00 | $35,065 | $0 | $0 |
| MIKE J MILLER | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR (7/1-12/31) | 2.00 | $10,000 | $0 | $0 |
| BILL J CORWIN | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR (7/1-12/31) | 2.00 | $10,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SHARON WOOD | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | PROGRAM OFFICER & OF | 40.00 | $99,835 | $29,951 | $0 |
| LADY HEREFORD | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | PROGRAM SPECIALIST | 40.00 | $65,650 | $10,504 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES INC | |||||
| PO BOX 83232 | CHICAGO | IL | 60691 | INVESTMENT ADVISORY | $342,917 |
| SILCHESTER INTERNATIONAL VALUE EQUITY | |||||
| 780 THIRD AVENUE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT ADVISORY | $184,975 |
| ADAGE CAPITAL PARTNERS | |||||
| 200 CLARENDON ST 52ND FLOOR | BOSTON | MA | 02116 | INVESTMENT ADVISORY | $149,700 |
| SEMPER VIC PARTNERS (QP) LP | |||||
| 223 EAST CHESTNUT STREET | LANCASTER | PA | 17602 | INVESTMENT ADVISORY | $105,951 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT | |||||
| 520 MADISON AVE | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $63,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $168,618,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,335,334 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $170,953,879 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $170,953,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,564,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,389,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,419,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,419,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $283,561 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $283,561 | TotalTaxAmt |
| Distributable Before Adj | $8,135,918 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,135,918 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,135,918 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,780,746 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,780,746 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,780,746 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,135,918 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,656,936 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,780,746 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,656,936 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,012,108 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS SHARON WOOD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 810 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616592005 | RecipientPhoneNum |
| Form And Info And Materials | TYPEWRITTEN LETTERS DETAILING THE EDUCATIONAL PURPOSE THE FUNDS WILL BE USED IN, THE ULTIMATE BENEFICIARIES OF THE FUNDS, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS WILL BE PROVIDED TO INSTITUTIONS FOR EDUCATIONAL-RELATED PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AANIIIH NAKODA COLLEGE (FORT BELKNAP) | ||||||||||||
| PO BOX 159 | HARLEM | MT | 59526 | NONE | EDUCATIONAL GRANT | $38,000 | ||||||
| AMERICAN INDIAN BUSINESS LEADERS | ||||||||||||
| GALLAGHER BUSINESS BUILDING SUITE | MISSOULA | MT | 59812 | NONE | EDUCATIONAL GRANT | $75,100 | 250 | |||||
| BLACKFEET COM COLLEGE | ||||||||||||
| 504 SE BOUNDRY STREET | BROWNING | MT | 59417 | NONE | EDUCATIONAL GRANT | $50,000 | ||||||
| BLOOMSBURG THEATRE ENSEMBLE | ||||||||||||
| 226 CENTER ST | BLOOMSBURG | PA | 17815 | NONE | EDUCATIONAL GRANT | $5,000 | ||||||
| CAPE FUND LP | ||||||||||||
| NONE | MISSION RELATED GRANT | -$158,596 | 759 SQUARE-VICTORIA | MONTREAL | QUEBEC | CA | ||||||
| CHRISTIE COMMUNITY FOUNDATION | ||||||||||||
| 9857 ST AUGUSTINE RD SUITE 6 | JACKSONVILLE | FL | 32254 | NONE | EDUCATIONAL GRANT | $15,000 | ||||||
| COLLEGE FOR KIDS | ||||||||||||
| 1896 PALM BEACH LAKES BLVD SUITE | WEST PALM BEACH | FL | 33409 | NONE | EDUCATIONAL GRANT | $175,000 | 103 | |||||
| CUMBERLAND HEALTH CARE FOUNDATION | ||||||||||||
| NONE | EDUCATIONAL GRANT | $15,000 | 19428 HIGHWAY 2 RR6 | AMHERST | NOVA SCOTIA | CA | ||||||
| DALHOUSIE FOUNDATION-DISADVANTAGED | ||||||||||||
| NONE | EDUCATIONAL GRANT | $77,712 | PO BOX 15000 | HALIFAX | NOVA SCOTIA | CA | ||||||
| DALHOUSIE FOUNDATION-INDIGENOUS | ||||||||||||
| NONE | EDUCATIONAL GRANT | $77,712 | PO BOX 15000 | HALIFAX | NOVA SCOTIA | CA | ||||||
| EAST STROUDSBERG AREA SCHOOL DISTRICT | ||||||||||||
| 50 VINE STREET | EAST STROUDSBERG | PA | 18301 | NONE | EDUCATIONAL GRANT | $100 | ||||||
| EAST STROUDSBERG UNIVERSITY FOUNDATION | ||||||||||||
| 200 PROSPECT STREET | EAST STROUDSBERG | PA | 18301 | NONE | EDUCATIONAL GRANT | $200 | ||||||
| EDUCATION FOUNDATION OF ALACHUA COUNTY | ||||||||||||
| 2802 NE 8TH AVE | GAINESVILLE | FL | 32641 | NONE | EDUCATIONAL GRANT | $250 | ||||||
| EMPOWHER OF THE PALM BEACHES | ||||||||||||
| PO BOX 2717 | WEST PALM BEACH | FL | 33401 | NONE | EDUCATIONAL GRANT | $100 | ||||||
| EXPONENT PHILANTHROPHY | ||||||||||||
| 1720 N STREET | NEW WASHINGTON | DC | 20036 | NONE | GRANT ALLOWABLE PORTION OF MEMBERSHIP IN PROFESSIONAL ORGANIZATIONS | $500 | ||||||
| EYE TO EYE | ||||||||||||
| 30 TOMPKINS PLACE | BROOKLYN | NY | 11231 | NONE | EDUCATIONAL GRANT | $50,000 | ||||||
| FIRST PEOPLES FUND | ||||||||||||
| PO BOX 2977 | RAPID CITY | SD | 57709 | NONE | EDUCATIONAL GRANT | $12,300 | ||||||
| FLAGLER COLLEGE | ||||||||||||
| 74 KING ST | ST AUGUSTINE | FL | 32084 | NONE | EDUCATIONAL GRANT | $200 | ||||||
| FLORIDA AGRICULTURAL & MECHANICAL UNIVERSITY FOUNDATION | ||||||||||||
| 625 E TENNESSEE ST SUITE 100 | TALLAHASSEE | FL | 32308 | NONE | EDUCATIONAL GRANT | $16,000 | ||||||
| FLORIDA ASSOCIATION ON HIGHER EDUCATION & DISABILITY | ||||||||||||
| 100 WELDON BLVD DISABILITY SUPPORT | SANFORD | FL | 32773 | NONE | EDUCATIONAL GRANT | $750 | SERVICES | |||||
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | ||||||||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | NONE | EDUCATIONAL GRANT | $13,700 | ||||||
| FLORIDA BAPTIST CHILDREN'S HOME | ||||||||||||
| 1015 SIKES BLVD | LAKELAND | FL | 33815 | NONE | EDUCATIONAL GRANT | $13,500 | ||||||
| FLORIDA GULF COAST UNIVERSITY | ||||||||||||
| 10501 FGCU BLVD | FORT MYERS | FL | 33965 | NONE | EDUCATIONAL GRANT | $9,000 | ||||||
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | ||||||||||||
| UNIVERSITY PARK MARC 531 | MIAMI | FL | 33199 | NONE | EDUCATIONAL GRANT | $28,950 | ||||||
| FLORIDA PHILANTHROPIC NETWORK | ||||||||||||
| 1211 N WESTSHORE BLVD 314 | TAMPA | FL | 33607 | NONE | GRANT ALLOWABLE PORTION OF MEMBERSHIP IN PROFESSIONAL ORGANIZATIONS | $8,000 | ||||||
| FLORIDA POLYTECHNIC UNIVERSITY | ||||||||||||
| 4700 RESEARCH WAY | LAKELAND | FL | 33805 | NONE | EDUCATIONAL GRANT | $17,900 | ||||||
| FLORIDA SCHOOL FOR THE DEAF AND THE BLIND | ||||||||||||
| 207 N SAN MARCO AVENUE | ST AUGUSTINE | FL | 32084 | NONE | EDUCATIONAL GRANT | $500,000 | ||||||
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||||||||
| 313 WESTCOTT BUILDING | TALLAHASSEE | FL | 32306 | NONE | EDUCATIONAL GRANT | $12,600 | ||||||
| FLORIDA STATE UNIVERSITY SYSTEMDISABLED | ||||||||||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | NONE | EDUCATIONAL GRANT | $475,000 | ||||||
| FOOD & FRIENDS | ||||||||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | NONE | EDUCATIONAL GRANT | $7,500 | ||||||
| GALLAUDET UNIVERSITY | ||||||||||||
| 800 FLORIDA AVENUE | NEW WASHINGTON | DC | 20002 | NONE | EDUCATIONAL GRANT | $500,000 | ||||||
| GONZAGA UNIVERSITY | ||||||||||||
| 502 EAST BOONE AVENUE | SPOKANE | WA | 99258 | NONE | EDUCATIONAL GRANT | $200,000 | ||||||
| GRANTMAKERS FOR EDUCATION | ||||||||||||
| 720 SW WASHINGTON ST SUITE 605 | PORTLAND | OR | 97205 | NONE | GRANT ALLOWABLE PORTION OF MEMBERSHIP IN PROFESSIONAL ORGANIZATIONS | $1,750 | ||||||
| HARVARD UNIVERSITY | ||||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | EDUCATIONAL GRANT | $1,000 | ||||||
| HERITAGE UNIVERSITY | ||||||||||||
| 3240 FORT ROAD | TOPPENISH | WA | 98948 | NONE | EDUCATIONAL GRANT | $547,475 | ||||||
| INSTITUTE OF AMERICAN INDIAN ARTS | ||||||||||||
| 83 AVAN NUPO ROAD | SANTA FE | NM | 87508 | NONE | EDUCATIONAL GRANT | $38,250 | ||||||
| LANDMARK COLLEGE | ||||||||||||
| PO BOX 820 | PUTNEY | VT | 05346 | NONE | EDUCATIONAL GRANT | $100,000 | ||||||
| LEADVILLE TRAIL 100 LEGACY | ||||||||||||
| PO BOX 1 | LEADVILLE | CO | 80461 | NONE | EDUCATIONAL GRANT | $2,500 | ||||||
| LITTLE BIG HORN COLLEGE | ||||||||||||
| 8645 S WEAVER DRIVE | CROW AGENCY | MT | 59022 | NONE | EDUCATIONAL GRANT | $27,250 | ||||||
| MARRIOTT FOUNDATION FOR PEOPLE WITH DISABILITIES | ||||||||||||
| 10400 FERNWOOD RD | BETHESDA | MD | 20817 | NONE | EDUCATIONAL GRANT | $150,000 | ||||||
| MARY'S CENTER | ||||||||||||
| 2333 ONTARIO RD | NEW WASHINGTON | DC | 20009 | NONE | EDUCATIONAL GRANT | $7,500 | ||||||
| MOUNT SAINT VINCENT UNIVERSITY | ||||||||||||
| NONE | EDUCATIONAL GRANT | $7,500 | 166 BEDFORD HIGHWAY | HALIFAX | NOVA SCOTIA | CA | ||||||
| NATIONAL INDIAN CHILD WELFARE ASSOCIATION | ||||||||||||
| 5100 SW MACADAM AVE 300 | PORTLAND | OR | 97239 | NONE | EDUCATIONAL GRANT | $1,300 | ||||||
| NATIVE PUBLIC MEDIA | ||||||||||||
| PO BOX 3955 | FLAGSTAFF | AZ | 86003 | NONE | EDUCATIONAL GRANT | $1,000 | ||||||
| NATIVITY BOSTON | ||||||||||||
| 39 LAMARTINE ST | BOSTON | MA | 02130 | NONE | EDUCATIONAL GRANT | $50,000 | ||||||
| NEW COLLEGE FOUNDATION | ||||||||||||
| 5800 BAY SHORE RD | SARASOTA | FL | 34243 | NONE | EDUCATIONAL GRANT | $2,850 | ||||||
| NORTHERN ARIZONA UNIVERSITY FOUNDATION | ||||||||||||
| PO BOX 4094 BLDG 10 | FLAGSTAFF | AZ | 86011 | NONE | EDUCATIONAL GRANT | $29,875 | ||||||
| NORTHWEST INDIAN COLLEGE | ||||||||||||
| 2522 KWINA RD | BELLINGHAM | WA | 98226 | NONE | EDUCATIONAL GRANT | $80,000 | ||||||
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||||||||
| 400 S MONROE STREET | STILLWATER | OK | 74074 | NONE | EDUCATIONAL GRANT | $33,810 | ||||||
| OLMSTED CENTER | ||||||||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | NONE | EDUCATIONAL GRANT | $60,000 | ||||||
| PADEN CITY FOUNDATION | ||||||||||||
| PO BOX 233 | PADEN CITY | WV | 26159 | NONE | EDUCATIONAL GRANT | $500 | ||||||
| PALM BEACH ATLANTIC UNIVERSITY | ||||||||||||
| 1301 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | EDUCATIONAL GRANT | $1,205,000 | ||||||
| PATHWAYS TO EDUCATION CANADA | ||||||||||||
| NONE | EDUCATIONAL GRANT | $240,000 | 439 UNIVERSITY AVE 600 | TORONTO | TORONTO | CA | ||||||
| PERKINS | ||||||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NONE | EDUCATIONAL GRANT | $75,000 | ||||||
| PHILANTHROPIC FOUNDATIONS CANADA | ||||||||||||
| NONE | EDUCATIONAL GRANT | $794 | 615 RENE-LEVESQUE BLVD WEST SUITE | MONTREAL | QUEBEC | CA | 720 | |||||
| PROSPERITY NOW | ||||||||||||
| 1200 G STREET NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | EDUCATIONAL GRANT | $1,300 | ||||||
| PROVIDENCE ST MEL SCHOOL | ||||||||||||
| 119 SOUTH CENTRAL PARK AVENUE | CHICAGO | IL | 60624 | NONE | EDUCATIONAL GRANT | $100,000 | ||||||
| SANTA FE COLLEGE FOUNDATION | ||||||||||||
| 3000 NW 83 STREET | GAINESVILLE | FL | 32606 | NONE | EDUCATIONAL GRANT | $17,500 | ||||||
| SCHOLARSHIP AMERICA-PBC | ||||||||||||
| 4960 VIKING DRIVE SUITE 110 | EDINA | MN | 55435 | NONE | EDUCATIONAL GRANT | $51,875 | ||||||
| SCHOLARSHIP AMERICA-UPS | ||||||||||||
| 4960 VIKING DRIVE SUITE 110 | EDINA | MN | 55435 | NONE | EDUCATIONAL GRANT | $1,100,000 | ||||||
| STAR CENTER CHILDRENS' THEATRE | ||||||||||||
| 11 NE 23RD AVENUE | GAINESVILLE | FL | 32609 | NONE | EDUCATIONAL GRANT | $2,000 | ||||||
| THE KING'S ACADEMY | ||||||||||||
| 8401 BELVEDERE ROAD | WEST PALM BEACH | FL | 33411 | NONE | EDUCATIONAL GRANT | $2,500 | ||||||
| THE ROBERT AND DEBORAH JACOBSON CHARITABLE TRUST | ||||||||||||
| PO BOX 3475 | WEST PALM BEACH | FL | 33402 | NONE | EDUCATIONAL GRANT | $5,000 | ||||||
| THE SCHOOL DISTRICT OF PALM BEACH COUNTY | ||||||||||||
| 1790 NW SPANISH RIVER BLVD | BOCA RATON | FL | 33431 | NONE | EDUCATIONAL GRANT | $110,350 | ||||||
| THUNDER BAY COMMUNITY FOUNDATION | ||||||||||||
| NONE | EDUCATIONAL GRANT | $15,000 | 101 SYNDICATE AVE N 312 | THUNDER BAY | ONTARIO | CA | ||||||
| UNITED WAY OF PALM BEACH COUNTY | ||||||||||||
| 477 S ROSEMARY AVE 230 | WEST PALM BEACH | FL | 33401 | NONE | EDUCATIONAL GRANT | $500 | ||||||
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION-DISABLED | ||||||||||||
| 12424 RESEARCH PARKWAY SUITE 250 | ORLANDO | FL | 32826 | NONE | EDUCATIONAL GRANT | $18,100 | ||||||
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||||||
| 1800 GRANT STREET | DENVER | CO | 80203 | NONE | EDUCATIONAL GRANT | $2,000 | ||||||
| UNIVERSITY OF FLORIDA FOUNDATION-DISABLED | ||||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32603 | NONE | EDUCATIONAL GRANT | $12,400 | ||||||
| UNIVERSITY OF NORTH FLORIDA FOUNDATION | ||||||||||||
| 1 UNF DRIVE BLDG 58 E SUITE 2309 | JACKSONVILLE | FL | 32216 | NONE | EDUCATIONAL GRANT | $12,250 | ||||||
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION-DISABLED | ||||||||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | NONE | EDUCATIONAL GRANT | $9,500 | ||||||
| UNIVERSITY OF WEST FLORIDA | ||||||||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | NONE | EDUCATIONAL GRANT | $2,863 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,362,970 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,925 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,167,463 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $789,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $13,811,909 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| EXCISE TAX REFUND | 14 | $25,000 | |
| OTHER INVESTMENT INCOME/(LOSS) FROM K-1'S | 18 | -$441,072 | |
| ORDINARY INCOME/(LOSS) FROM K-1'S | 18 | -$429,109 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,002,209 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,941,728 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,943,937 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TEMPLETON & COMPANY, LLP | CategoryTxt |
| Amt | $30,950 | Amt |
| Net Investment Income | $1,548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,402 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITED STATES EQUITIES | $32,073,645 | $37,570,755 |
| NON-UNITED STATES EQUITIES | $42,989,679 | $36,848,021 |
| ALTERNATIVE NON MARKETABLE EQUITY ENTITIES | $20,730,562 | $17,618,427 |
| PRIVATE EQUITY ENTITIES AND VENTURE CAPITAL | $13,877,749 | $21,522,190 |
| INFLATION PROTECTION MANAGERS | $20,317,315 | $17,788,674 |
| FIXED INCOME | $21,658,070 | $23,340,734 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,374 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,374 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL ASSOCIATIONS | $3,820 | $0 | $3,820 |
| OFFICE EXPENSES | $26,709 | $0 | $26,709 |
| INSURANCE | $5,513 | $0 | $5,513 |
| PORTFOLIO DEDUCTIONS FROM K-1'S | $211,869 | $211,869 | $0 |
| OTHER DEDUCTIONS FROM K-1'S | $925,500 | $925,500 | $0 |
| INVESTMENT EXPENSE FROM K-1'S | $279,059 | $279,059 | $0 |
| ROYALTY EXPENSES FROM K-1'S | $246,711 | $246,711 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME FROM K-1'S | $789,821 | $789,821 | $789,821 |
| EXCISE TAX REFUND | $25,000 | $25,000 | $25,000 |
| OTHER INVESTMENT INCOME/(LOSS) FROM K-1'S | -$441,072 | -$441,072 | -$441,072 |
| ORDINARY INCOME/(LOSS) FROM K-1'S | -$429,109 | -$429,109 | -$429,109 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $456,479 | Amt |
| Net Investment Income | $342,917 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $113,562 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1S FOREIGN TAXES | $127,406 | $127,406 | $0 |
| TAXES | $387,649 | $387,649 | $0 |
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