JERRY TAYLOR & NANCY BRYANT FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JERRY TAYLOR & NANCY BRYANT FOUNDATION (EIN 52-2134053)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-14
IRS object ID
201910739349100621
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)
Return2019-03-14T14:37:53-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521946112PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILDEBRAND LIMPARIS & ASSOCIATES CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17101 GUILFORD DRIVE SUITE 200AddressLine1Txt
CityFREDERICKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21704ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522134053EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JERRY TAYLOR & NANCY BRYANT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJERRBusinessNameControlTxt
Phone9548281400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE LAS OLAS CIRCLE NO 1003AddressLine1Txt
CityFT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY BRYANTPersonNm
Person TitleMANAGING TRUSTEEPersonTitleTxt
Phone9548281400PhoneNum
Signature2019-03-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARL HILDEBRANDPreparerPersonNm
PTINP00295254PTIN
Phone3016209101PhoneNum
Preparation2019-03-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.193.26.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-03IPDt
IP Tm19:04:48IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0D3EBDE873AA793C743D249B1372EC8A268CC038AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,971,635FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,150,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$211,941DividendsRevAndExpnssAmt
Dividends Net Invst Incm$211,941DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$829,540NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,964,454GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$829,540CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,191,481TotalRevAndExpnssAmt
Total Net Invst Incm$1,041,481TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,646AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$80,005OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$73,047OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,958OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$23,309TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,782TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10,481TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$54DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$110,014TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$85,829TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,439TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,212,163ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,212,163ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,322,177TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$85,829TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,229,602TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$869,304ExcessRevenueOverExpensesAmt
Net Investment Income$955,652NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,032,120CashBOYAmt
Cash EOY$410,051CashEOYAmt
Cash EOYFMV$410,051CashEOYFMVAmt
Sav And Temp Cash Invst BOY$95,406SavAndTempCashInvstBOYAmt
Other Investments BOY$12,486,571OtherInvestmentsBOYAmt
Other Investments EOY$14,073,404OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,561,584OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,876LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,876LandBldgEquipAccumDeprecAmt
Land BOY$54LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Total Assets BOY$13,614,151TotalAssetsBOYAmt
Total Assets EOY$14,483,455TotalAssetsEOYAmt
Total Assets EOYFMV$12,971,635TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$13,614,151RetainedEarningBOYAmt
Retained Earning EOY$14,483,455RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,614,151TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,483,455TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,614,151TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,483,455TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,614,151TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$869,304ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,483,455SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,483,455TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CAPITAL GROUP$1,367,089$1,609,411-$242,322-$242,322
CAPITAL GROUP$2,511,309$1,525,503$985,806$985,806P
CAPITAL GAINS DIVIDENDS$86,056$86,056$86,056P
FieldValueIRS element (for citing)
Capital Gain Net Income$829,540CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$690,987AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,889,742NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053608DistributionYr1Rt
Adjusted Qlfy Distri Yr2$628,506AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,336,583NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055441DistributionYr2Rt
Adjusted Qlfy Distri Yr3$645,397AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,783,007NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054774DistributionYr3Rt
Adjusted Qlfy Distri Yr4$629,908AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,437,441NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055074DistributionYr4Rt
Adjusted Qlfy Distri Yr5$518,806AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,708,285NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048449DistributionYr5Rt
Total Distribution0.267346TotalDistributionRt
Average Distribution0.053469AverageDistributionRt
Net Vl Noncharitable Assets$14,324,171NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$765,899AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,557NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$775,456AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,229,602QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9,557InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,557SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,557TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,600EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,043OverpaymentAmt
Applied To ES Tax$8,043AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNANCY BRYANTIndividualWithBooksNm
Phone2022654702PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE LAS OLAS CIRCLE 1003AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALD TAYLOR
ONE LAS OLAS CIRCLE 1003FT LAUDERDALEFL33316TRUSTEE5.00$0$0$0
NANCY BRYANT
ONE LAS OLAS CIRCLE 1003FT LAUDERDALEFL33316MANAGING TRUSTEE15.00$0$0$0
GALEN D TAYLOR
ONE LAS OLAS CIRCLE 1003FT LAUDERDALEFL33316TRUSTEE5.00$0$0$0
DIEM CHAU TAYLOR
ONE LAS OLAS CIRCLE 1003FT LAUDERDALEFL33316TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,153,299AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$389,007AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,542,306TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,542,306AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$218,135CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,324,171NetVlNoncharitableAssetsAmt
Minimum Investment Return$716,209MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$716,209MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,557TaxBasedOnInvestmentIncomeAmt
Total Tax$9,557TotalTaxAmt
Distributable Before Adj$706,652DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$706,652DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$706,652DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,229,602ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,229,602QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9,557PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,220,045AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$706,652DistributableAsAdjustedAmt
Undistributed Income PY$164,566UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,229,602QualifyingDistributionsAmt
Applied To Year1$164,566AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$706,652AppliedToCurrentYearAmt
Remaining Distri From Corpus$358,384RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$358,384TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$358,384ExcessDistriCyovToNextYrAmt
Excess From Current Year$358,384ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGERALD TAYLORContributingManagerNm
Contributing ManagerNANCY BRYANTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
ASFEXPONANT PHILANTHROPY
PO BOX65607WASHINGTONDC20017NONEPUBLIC CHARITYMISCELLANEOUS$1,000
ASIAN AMERICAN LEAD
1029 VERMONT AVEWASHINGTONDC20005NONEPUBLIC CHARITYEDUCATION & TRAINING$20,000
AUSTIN COLLEGE
900 N GRAND AVESHERMANTX75090NONEPRIVATE COLLEGEEDUCATION & TRAINING$19,317
BCEDUVENTURES INC
225 E LAS OLAS BLVDFT LAUDERDALEFL33301NONEPUBLIC CHARITYEDUCATION & TRANING$100,000
BIMINI ALL AGES SCHOOL
NONEPUBLIC CHARITYEDUCATION & TRAINING$6,400ALICE TOWNBIMINIBF
BROWARD COLLEGE FOUNDATION
111 EAST LAS OLASFT LAUDERDALEFL33316NONEPUBLIC CHARITYEDUCATION & TRANING$536,000
BROWARD PERF ARTS FOUNDATION
201 SOUTHWEST 5THFT LAUDERDALEFL33312NONEPUBLIC CHARITYARTS & CULTURE$25,000
BYTE BACK
815 MONROE ST NEWASHINGTONDC20017NONEPUBLIC CHARITYEDUCATION & TRAINING$35,000
COLLEGE BOUND
128 M ST NWWASHINGTONDC20001NONEPUBLIC CHARITYEDUCATION & TRAINING$238,670
EDUSEED
1666 K STREET NWWASHINGTONDC20006NONEPUBLIC CHARITYEDUCATION & TRAINING$35,000
FOR THE KIDS INTERNATIONAL
7201 COUNTRYWOODSPRINGFIELDVA22151NONEPUBLIC CHARITYSOCIAL SERVICES$3,500
FUNDING ARTS BROWARD
401 EAST LAS OLASFT LAUDERDALEFL33301NONEPUBLIC CHARITYARTS & CULTURE$2,000
HANDYINC
501 NE 8TH STREETFT LAUDERDALEFL33301NONEPUBLIC CHARITYSOCIAL SERVICES$3,000
HIGHER ACHIEVMENT PROGRAM
317 8TH ST NEWASHINGTONDC200026107NONEPUBLIC CHARITYEDUCATION & TRAINING$60,000
HUNTSMAN CANCER FOUNDATION
500 HUNTSMAN WAYSALT LAKE CITYUT84108NONEPUBLIC CHARITYEDUCATION & TRANING$500
INTERNATIONAL ESSENTIAL TERM
PO BOX 14005LENEXAKS66285NONEPUBLIC CHARITYHEALTH$1,500
ISAAC L SOWERS MIDDLE SCHOOL
9300 INDIANAPOLIS AVEHUNTINGTON BEACHCA92646NONEPUBLIC CHARITYEDUCATION & TRANING$30,000
JESSICA JUNE CHILDRENS CANCER FOUNDATION
1 LAS OLAS CIRCLE 209FT LAUDERDALFL33316NONEPUBLIC CHARITYSOCIAL SERVICES$1,000
JOHN H EADER ELEMENTARY SCHOOL
9291 BANNING AVENUEHUNTINGTON BEACHCA92646NONEPUBLIC CHARITYEDUCATION & TRANING$1,751
JOSEPH R PERRY SCHOOL
19231 HARDING LANEHUNTINGTON BEACHCA92646NONEPUBLIC CHARITYEDUCATION & TRANING$7,375
REYNA GROUP HOMES FOUNDATION
3551 NW 97TH STREETMIAMIFL33147NONEPUBLIC CHARITYSOCIAL SERVICES$25,000
THE KENNEDY CENTER
2700 F ST NWWASHINGTONDC20566NONEPUBLIC CHARITYARTS & CULTURE$30,000
VISION FOR CHILDREN CHARTITIES
301 W MAIN STREETJENKSOK74037NONEPUBLIC CHARITYHEALTH$3,000
YOUNG AT ART CHILDRENS MUSEUM
11584 WEST STATEDAVIEFL33325NONEPUBLIC CHARITYEDUCATION & TRAINING$27,150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,212,163TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$211,941ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86,056ExclusionAmt
Related Or Exempt Function Incm$743,484RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$297,997ExclusionAmt
Related Or Exempt Function Incm$743,484RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,041,481TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME TO MAKE CONTRIBUTIONS TO NON PROFIRT ORGANIZATIONS
8INVESTMENT INCOME TO MAKE CONTRIBUTIONS TO NON PROFIRT ORGANIZATIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJERRY TAYLORContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1ONE LAS OLAS CIRCLE UNIT 1002AddressLine1Txt
CityFT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,150,000TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyCOMMON STOCKNoncashPropertyDesc
Fair Market Value$1,150,000FairMarketValueAmt
Received2019-12-08ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,646Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyLENOVOPropertyDesc
Acquired2013-09-08AcquiredDt
Cost Or Other Basis$1,876CostOrOtherBasisAmt
Prior Year Depreciation$884PriorYearDepreciationAmt
Computation Method200DBComputationMethodTxt
Life5.000000000000LifeRt
Current Year Expense$54CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CAPITAL GUARDIAN FIXED INCOMEAT COST$2,772,966$2,772,966
CAPITAL GUARDIAN EQUITIESAT COST$11,300,438$9,788,618

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLENOVOCategoryOrItemTxt
Cost Or Other Basis$1,876CostOrOtherBasisAmt
Accumulated Depreciation$1,876AccumulatedDepreciationAmt
Book Value$0BookValueAmt
EOYFMV$0EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EDUCATION & DUES$3,246$0$3,246
INVESTMENT FEES$73,047$73,047$0
OFFICE EXPENSE$3,602$0$3,602
BANK FEES$110$0$110

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX ON INVESTMENTS$12,828$12,782$0
2017 TAX ON INVESTMENT INCOME$10,481$0$10,481

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