GERTRUDE E SKELLY CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
GERTRUDE E SKELLY CHARITABLE FOUNDATION (EIN 65-6085406)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-18
IRS object ID
201922969349100502
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-06-18T09:01:32-00:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16501 Congress Avenue Suite 100AddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN656085406EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonErik JohPersonNm
Person TitleCoTrusteePersonTitleTxt
Signature2019-06-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStacey L Wood CPAPreparerPersonNm
Phone5617400115PhoneNum
Preparation2019-06-18PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.154.216.80IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-23IPDt
IP Tm12:33:44IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id94DFA56B5FF7AD0B520ED4DDBBA8E56BF8B6D8C8AtSubmissionCreationDeviceId
At Submission Filing Device Id361ABB20C81977C016A9CF3B51CF8EB84D89ACB6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,718,628FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$88,588InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$88,588InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$268,247DividendsRevAndExpnssAmt
Dividends Net Invst Incm$268,247DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$192,472NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,673,593GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$81,149CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,102OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$550,409TotalRevAndExpnssAmt
Total Net Invst Incm$437,984TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$275,014CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$137,507CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$137,507CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,089LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,089LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,550AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$8,045TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,045TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$9,835TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$983TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$8,852TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,918OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,102OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,816OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$308,451TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$155,276TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$153,175TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$921,676ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$921,676ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,230,127TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$155,276TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,074,851TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$679,718ExcessRevenueOverExpensesAmt
Net Investment Income$282,708NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$213CashBOYAmt
Cash EOY$212CashEOYAmt
Cash EOYFMV$213CashEOYFMVAmt
Sav And Temp Cash Invst BOY$325,634SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$452,272SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$452,272SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,748,401USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,574,161USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,558,888USGovtObligationsEOYFMVAmt
Corporate Stock BOY$11,332,220CorporateStockBOYAmt
Corporate Stock EOY$10,885,579CorporateStockEOYAmt
Corporate Stock EOYFMV$11,563,843CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,342,832CorporateBondsBOYAmt
Corporate Bonds EOY$1,160,367CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,132,820CorporateBondsEOYFMVAmt
Other Assets BOY$13,601OtherAssetsBOYAmt
Other Assets EOY$10,592OtherAssetsEOYAmt
Other Assets EOYFMV$10,592OtherAssetsEOYFMVAmt
Total Assets BOY$14,762,901TotalAssetsBOYAmt
Total Assets EOY$14,083,183TotalAssetsEOYAmt
Total Assets EOYFMV$14,718,628TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$14,759,901CapitalStockBOYAmt
Capital Stock EOY$14,080,183CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$14,759,901TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,080,183TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,762,901TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,083,183TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,759,901TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$679,718ExcessRevenueOverExpensesAmt
Subtotal$14,080,183SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,080,183TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$81,149CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,109,890AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,084,999NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.069002DistributionYr1Rt
Adjusted Qlfy Distri Yr2$880,829AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,376,190NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.057285DistributionYr2Rt
Adjusted Qlfy Distri Yr3$889,693AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,555,672NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.057194DistributionYr3Rt
Adjusted Qlfy Distri Yr4$858,480AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$16,725,093NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.051329DistributionYr4Rt
Adjusted Qlfy Distri Yr5$889,281AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,579,442NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.057080DistributionYr5Rt
Total Distribution000.291890TotalDistributionRt
Average Distribution000.058378AverageDistributionRt
Net Vl Noncharitable Assets$15,609,636NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$911,259AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,827NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$914,086AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,074,851QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,827InvestmentIncomeExciseTaxAmt
Subtotal$2,827SubtotalAmt
Tax Based On Investment Income$2,827TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,204EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,204TotalPaymentsAndCreditsAmt
Original Return Tax Paid$2,204OriginalReturnTaxPaidAmt
Es Penalty$10EsPenaltyAmt
Tax Due$633TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Suntrust Bank S Florida
200 S Orange AvenueOrlandoFL32801Trustee008.00$137,507
Erik E Joh PA
4600 N OceanBoynton BeachFL33435Trustee030.00$137,507

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,847,071AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$275AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,847,346TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,847,346AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$237,710CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,609,636NetVlNoncharitableAssetsAmt
Minimum Investment Return$780,482MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$780,482MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,827TaxBasedOnInvestmentIncomeAmt
Total Tax$2,827TotalTaxAmt
Distributable Before Adj$777,655DistributableBeforeAdjAmt
Distributable Before Ded$777,655DistributableBeforeDedAmt
Distributable As Adjusted$777,655DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,074,851ExpensesAndContributionsAmt
Qualifying Distributions$1,074,851QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,827PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,072,024AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$777,655DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$115,331ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$46,162ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$117,205ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$116,707ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$310,820ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$706,225TotalExcessDistributionCyovAmt
Qualifying Distributions$1,074,851QualifyingDistributionsAmt
Remaining Distri From Corpus$297,160RemainingDistriFromCorpusAmt
Total Corpus$1,003,385TotalCorpusAmt
Undistributed Income CY$777,655UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$115,331ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$888,054ExcessDistriCyovToNextYrAmt
Excess From Year4$46,162ExcessFromYear4Amt
Excess From Year3$117,205ExcessFromYear3Amt
Excess From Year2$116,707ExcessFromYear2Amt
Excess From Year1$310,820ExcessFromYear1Amt
Excess From Current Year$297,160ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGE Skelly FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SBIdea
629 West DrDelray BeachFL33445Programs$17,300
Parent to Parent
7990 SW 117th AvenueMiamiFL33183Scholarships$10,000
Volunteers in Medicine
41 E Duval StreetJacksonvilleFL32202Programs$15,000
Amikids Miami - Dade
5915 Benjamin Center DriveTampaFL33634Addl Mental Health Services$15,000
Berea College
101 Chestnut StreetBereaKY40404Emergency Fund$15,000
Binghamton University
PO Box 6005BinghamptonNY13902Programs$10,000
Boggy Creek Gang
30500 Brantley Branch RoadEustisFL32736Camp scholarships/supplies$15,000
Brookwood
One Brookwood RoadManchesterMA01944Health and Wellness Care$50,000
Broward College Foundation
110 East Broward BoulevardFt LauderdaleFL33301Dream Scholarship$15,000
Caridad Center
8645 W Boynton Beach BlvdBoynton BeachFL33472Vision Program$15,000
Childrens Aid and Family Services
200 Robin RoadParamusNJ07652Foster Care Program$25,000
Duke University School of Nursing
307 Trent DriveDurhamNC27710Emergency Support$15,000
East Carolina University
E 5th StreetGreenvilleNC27858Nursing Scholarships$15,000
Florida Atlantic University Foundation
PO Box 3091Boca RatonFL33431Doctoral Nursing Scholarships$20,000
Florida Hospital Foundation
550 E Rollins StOrlandoFL32803Programs$15,000
Florida State University
600 W College AveTallahasseeFL32306Emergency Funds$15,000
Frontier Nursing University
195 School StreetHydenKY41749Scholarships$15,000
Harbor Branch Oceanographic Institution Inc
5600 US 1 NorthFt PierceFL34946Scholarship Program$21,376
Hartwick College
1 Hartwick DriveOneontaNY13820Scholarships$10,000
Illinois State University Foundation
1000 N University StNormalIL61761Nursing Scholarships$10,000
Indian River College Foundation
3209 Virginia AvenueFt PierceFL34981Science Scholarships$15,000
Lee University
1120 N Ocoee StClevelandTN37311Emergency Fund$15,000
Lewis University
1 University PkwyRomeovilleIL60446Programs$10,000
Marshall University
1 John Marshall DrHuntingtonWV25755Programs$15,000
Max Planck Florida Institute
One Max Planck WayJupiterFL33458High School Interns$10,000
New Opportunity School for Women Foundation Inc
204 Chestnut StBereaKY40403Medical/Dental Expenses$20,000
North Dallas Shared Ministries
2875 Merrell RoadDallasTX75229Medical Services$10,000
(no name)
Palm Beach Habilitation Center
4522 S Congress AvenueLake WorthFL33461Food Service Training Program$10,000
Palm Beach State College Foundation
4200 Congress AvenueLake WorthFL33461Nursing Scholarships$15,000
Providence St Mel School
119 S Central Park BlvdChicagoIL60624Scholarships$30,000
Quinnipiac University
275 Mount Carmel AvenueHamdenCT06518Scholarships$20,000
University of North Dakota Foundation
PO Box 9025Grand ForksND58202Scholarships$30,000
Roberts Wesleyan College
2301 Westside DriveRochesterNY14624Scholarships$15,000
Smithsonian Institutional National Air and Space Museum
PO Box 37012 MRC 310WashingtonDC20013Webcasts Program$30,000
South Dakota State University
1175 Medary AveBrookingsSD57006Expansion of Nursing Programs$15,000
South Florida Science Center and Aquarium
4801 Dreher Trail NWest Palm BeachFL33405Stem Passport Program$15,000
South Florida Wildlife Center
3200 SW 4th AvenueFt LauderdaleFL33315Intern/Extern Program$10,000
St Catherine University
2004 Randolph AvenueSt PaulMN55105Access Success Emergency Grant$15,000
Troy University
600 University AveTroyAL36082Programs$15,000
University of Alabama at Birmingham
NB 204BirminghamAL35294Student Success Emergency Fund$20,000
University of Arkansas Foundation
4301 W Markham StLittle RockAR72205PHD Scholarships$33,000
University of Central Florida Foundation
4000 Central Fl BlvdOrlandoFL32816Emergency Grant Fund$15,000
University of Charleston
2300 MacCorkle Ave SECharlestonWV25304Programs$15,000
University of New Mexico Foundation
MSC 09 5360 U of NMAlbuquerqueNM87131Student Emergency Fund$15,000
University of North Carolina
Chapel HillChapel HillNC27599Programs$15,000
University of North Florida Brooks College
1 UNF DrJacksonvilleFL32224Programs$15,000
University of Oklahoma
339 West BoydNormanOK73019Programs$15,000
University of South Florida
4202 E Fowler AveTampaFL33620Financial Assistance$15,000
Ursuline College
2550 Lander RoadPepper PikeOH44124Emergency Funds$15,000
VSA Arts of Florida
2728 Lake Worth RoadLake WorthFL33461Arts and Drumming Residency$5,000
Young Womens Christian Association of Princeton New Jersey
59 Paul Robeson PlacePrincetonNJ08540ESL Literacy Initiative$10,000
University of North Dakota Foundation
3501 University AveGrand ForksND58202Programs$10,000
Meharry Medical College
1005 Dr DB Todd Jr BlvdNashvilleTN37208Programs$15,000
Alice Lloyd College
100 Purpose RdPippa PassesKY41844Programs$40,000
Florida State College at Jacksonville
101 W State StJacksonvilleFL32202Programs$15,000
FieldValueIRS element (for citing)
Grant Or Contribution Pd Dur YrGrantOrContributionPdDurYrGrp
Total Grant Or Contri Pd Dur Yr$921,676TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88,588ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$268,247ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$1,102ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$192,472ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$550,409ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$550,409TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$4,550Amt
Net Investment Income$4,550NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
Suntrust2018-012018-12$238,719$245,858-$7,139
Suntrust2017-122018-12$4,353,725$4,235,263$118,462

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate Bonds-VariousBondNm
EOY Book Value$1,160,367EOYBookValueAmt
EOYFMV$1,132,820EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Common Stocks-Various$1,228,511$1,125,255
Mutual Fund Equities-Various$9,657,068$10,438,588

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$1,089LegalFeesAmt
Net Investment Income$1,089NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPrepaid Income TaxesDesc
BOY Book Value$13,601BOYBookValueAmt
EOY Book Value$10,592EOYBookValueAmt
EOYFMV$10,592EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Advisory fees$3,079$3,079
Computer Software Supplies$6,816$6,816
Miscellaneous$23$23

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNondividend distributionsDesc
Revenue And Expenses Per Books$1,102RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$8,045Amt
Net Investment Income$8,045NetInvestmentIncomeAmt

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