BERNARD A EGAN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD A EGAN FOUNDATION INC (EIN 65-0501660)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-19
- IRS object ID
- 201911099349100201
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-19T07:58:22-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591152714 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERMAN HOPKINS WRIGHT LAHAM CPAS & ASSOC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8035 SPYGLASS HILL RD | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650501660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERNARD A EGAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 7724657555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 OLD DIXIE HIGHWAY | AddressLine1Txt |
| City | FORT PIERCE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34946 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY P NELSON | PersonNm |
| Person Title | SECRETARY/TR | PersonTitleTxt |
| Phone | 7724897205 | PhoneNum |
| Signature | 2018-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VELIA FLORES | PreparerPersonNm |
| PTIN | P01951330 | PTIN |
| Phone | 3217572020 | PhoneNum |
| Preparation | 2019-04-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-19 | IPDt |
| IP Tm | 07:58:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E239B0134808776A5D3BBE8D3D070E54B44E5BD0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 648C8AD4B4919CE9EA9754D96F8D5D1D695341EB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $136,661,906 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,937,927 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,349,340 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,349,340 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,742,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,742,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,437,836 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,771,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,437,836 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $413,710 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $487,351 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,881,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,017,048 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $500,596 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $498,463 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $55,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,954 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $399,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $387,887 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $962,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $890,304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,452,212 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,452,212 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,414,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $890,304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,452,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,466,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,126,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,928,302 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,261,060 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,261,060 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $116,796,871 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $119,419,887 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,400,846 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $120,725,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,680,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,661,906 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $120,725,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $123,680,947 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,725,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,680,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,725,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,680,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,725,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,466,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $323,593 | OtherIncreasesAmt |
| Subtotal | $124,515,108 | SubtotalAmt |
| Other Decreases | $834,161 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,680,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SUNTRUST 83 | P | $5,384,033 | $5,412,438 | -$28,405 | -$28,405 | ||
| SUNTRUST 83 | P | $6,238,682 | $5,714,828 | $523,854 | $523,854 | ||
| MERRILL LYNCH 88 | P | $4,658,155 | $4,507,717 | $150,438 | $150,438 | ||
| MERRILL LYNCH 88 | P | $1,556,737 | $1,645,797 | -$89,060 | -$89,060 | ||
| K1 PASSTHROUGH SHORT TERM GAINS | P | $119,699 | $119,699 | $119,699 | |||
| K1 PASSTHROUGH LONG TERM GAINS | P | $480,042 | $480,042 | $480,042 | |||
| SALE OF EGAN RANCH LAND | P | $1,295,000 | $1,052,706 | $242,294 | $242,294 | 2017-11-30 | 2018-05-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,437,836 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $484,026 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,278,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $109,228,877 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039172 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,548,720 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $86,036,627 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041247 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,814,988 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $72,254,526 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038959 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,247,037 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $56,751,614 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039594 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,588,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,769,406 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034709 | DistributionYr5Rt |
| Total Distribution | 0.193681 | TotalDistributionRt |
| Average Distribution | 0.038736 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $132,870,217 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,146,861 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41,267 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,188,128 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,452,212 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $41,267 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,267 | SubtotalAmt |
| Tax Based On Investment Income | $41,267 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,981 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $54,981 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,714 | OverpaymentAmt |
| Applied To ES Tax | $13,714 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KIM BOLIN CPA | IndividualWithBooksNm |
| Phone | 7724897276 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 OLD DIXIE HIGHWAY | AddressLine1Txt |
| City | FORT PIERCE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | Yes (true) | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BERNADETTE EMERICK | |||||||||
| 465 12TH SE PLACE | VERO BEACH | FL | 32962 | PRESIDENT | 10.00 | $0 | $0 | $0 | |
| MARY R SHINN | |||||||||
| 2570 SUNNY SLOPES DRIVE | PARK CITY | UT | 84060 | ASSISTANT SE | 2.00 | $0 | $0 | $0 | |
| GREGORY P NELSON | |||||||||
| 1806 OCEAN DRIVE | VERO BEACH | FL | 32963 | SECRETARY/TR | 2.00 | $0 | $0 | $0 | |
| JJ GILET | |||||||||
| 4872 S HARBOR DRIVE | VERO BEACH | FL | 32967 | VICE PRESIDE | 2.00 | $0 | $0 | $0 | APT 402 |
| CATHERINE ROHM | |||||||||
| 2627 N INDIAN RIVER DRIVE | FORT PIERCE | FL | 34946 | ASSISTANT TR | 2.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $129,940,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,953,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $134,893,621 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $134,893,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,023,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $132,870,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,643,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,643,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,267 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,267 | TotalTaxAmt |
| Distributable Before Adj | $6,602,244 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,602,244 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,602,244 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,452,212 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,452,212 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41,267 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,410,945 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,602,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,451,198 | UndistributedIncomePYAmt |
| Qualifying Distributions | $5,452,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,451,198 | AppliedToYear1Amt |
| Applied To Current Year | $1,014 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $6,601,230 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (158 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| LIVE LIKE COLE FOUNDATION INC | |||||
| 601 21ST STREET SUITE 3 | VERO BEACH | FL | 32960 | GENERAL SUPPORT - CHARITY | $2,400 |
| ADORER MISSIONARY SISTERS OF THE P | |||||
| PO BOX 19895 | WEST PALM BEACH | FL | 33416 | FR. MARK MLAY'S TANZANIA ORPHANAGE | $55,000 |
| ADORER MISSIONARY SISTERS OF THE P | |||||
| PO BOX 19895 | WEST PALM BEACH | FL | 33416 | FR. MARK MLAY'S TANZANIA ORPHANAGE | $70,000 |
| ALZHEIMER AND PARKINSON ASSN | |||||
| 2300 5TH AVENUE SUITE 15 | VERO BEACH | FL | 32960 | CAREGIVER FUND. PARKINSON'S DISEASE | $9,000 |
| ALZHEIMER'S COMMUNITY CARE | |||||
| 800 NORTHPOINT PARKWAY SU | WEST PALM BEACH | FL | 33407 | ST. PETER LUTHERAN CHURCH FACILITY | $9,000 |
| AMERICAN CANCER SOCIETY | |||||
| 3375 20TH STREET SUITE 10 | VERO BEACH | FL | 32960 | RELAY FOR LIFE | $9,000 |
| AMERICAN CANCER SOCIETY | |||||
| 3375 20TH STREET SUITE 1 | VERO BEACH | FL | 32960 | "RESTRICTED - ACCESS TO CARE" PROGRA | $20,000 |
| AMERICAN CANCER SOCIETY | |||||
| 621 CLEARWATER PARK RD | WEST PALM BEACH | FL | 33401 | HLG CAMPAIGN (GENERAL) | $15,000 |
| AMERICAN HEART ASSOCIATION | |||||
| 11207 BLUE HERON BLVD N | ST PETERSBURG | FL | 337163721 | CPR IN TREASURE COAST AREA | $55,000 |
| AMERICAN RED CROSS | |||||
| 335 SW 27TH AVENUE | MIAMI | FL | 33135 | HURRICANE IRMA/MARIA - FL & PR | $5,000 |
| AMERICAN RED CROSS | |||||
| 2506 17TH AVE | VERO BEACH | FL | 32960 | DISASTERS RESPONSE | $4,800 |
| BIG BROTHER BIG SISTER OF SLC | |||||
| 403 N US HIGHWAY 1 | FORT PIERCE | FL | 34950 | GENERAL SUPPORT CHARITY | $4,500 |
| BIG HEART BRIGADE OF THE TREASURE C | |||||
| PO BOX 21 | STUART | FL | 34995 | THANKSGIVING MEALS | $1,400 |
| BOYS AND GIRLS CLUB OF IRC | |||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | FELLSMERE - EDUCATION | $4,500 |
| BOYS AND GIRLS CLUB OF SLC | |||||
| 3104 AVENUE J | FORT PIERCE | FL | 34947 | GENERAL SUPPORT - CHARITY | $4,500 |
| BUREAU OF CATHOLIC INDIAN MISS | |||||
| 2021 H STREET NW | WASHINGTON | DC | 20006 | AMERICAN INDIAN EDUCATION & ASSIST. | $88,500 |
| CAMP HAVEN INC | |||||
| 3256 US HWY 1 | VERO BEACH | FL | 32960 | HOMELESS | $15,000 |
| CAMP HOB INCORPORATED | |||||
| PO BOX 520755 | SALT LAKE CITY | UT | 841520755 | GENERAL SUPPORT CHARITY | $9,250 |
| CATHOLIC CHARITIES USA | |||||
| PO BOX 17066 | BALTIMORE | MD | 212971066 | USA RELIEF SERVICES | $16,000 |
| CATHOLIC COMMUNICATION CAMPN | |||||
| PO BOX 96278 | WASHINGTON | DC | 200906278 | GENERAL SUPPORT | $4,720 |
| CATHOLIC MEN FOR JESUS CHRIST | |||||
| 1605 MAJORCA PLACE | VERO BEACH | FL | 32967 | ANNUAL EVENT - RELIGIOUS | $6,500 |
| CHILDCARE RESOURCES OF IRC | |||||
| 2300 5TH AVE SUITE149 | VERO BEACH | FL | 32960 | GENERAL OPERATIONS | $42,000 |
| CHILDREN'S HOME SOCIETY OF FL | |||||
| 650 10TH ST | VERO BEACH | FL | 32960 | HOMELESS IN HIGH SCHOOL | $47,000 |
| COLORADO STATE UNIVERSITY FNDN | |||||
| 1101 CAMPUS DELIVERY | FORT COLLINS | CO | 805231101 | SCHOLARSHIP ENDOWMENT SUPPORT | $8,500 |
| DASIE BRIDGEWATER HOPE CENTER | |||||
| 8445 64TH AVE | WABASSO | FL | 32970 | YOUTH MENTORING - EDUCATION | $3,500 |
| DIOCESE OF PALM BEACH | |||||
| P O BOX 109650 | PALM BEACH GARDENS | FL | 33410 | MEMO: CATHOLIC CHARITIES | $8,000 |
| DISCOVERING AMISTAD | |||||
| 129 CHURCH STREET SUITE | NEW HAVEN | CT | 06510 | GENERAL SUPPORT CHARITY | $9,750 |
| DIVINE MERCY COMMUNICATIONS | |||||
| 2020 EAU GALLIE BLVD SUI | MELBOURNE | FL | 32935 | RADIO EXPANSION PROJECT | $11,800 |
| EQUESTRIAN ORDER OF THE HOLY SEP | |||||
| 2955 RIDGELAKE DRIVE SUI | METAIRIE | LA | 70002 | AID & ASSISTANCE TO CHRISTIANS IN HO | $7,000 |
| EXCHANGE CLUB OF IRC FNDN | |||||
| PO BOX 93 | VERO BEACH | FL | 329610093 | PREVENTION OF CHILD ABUSE | $4,000 |
| EXECUTIVE ROUNDTABLE OF IRC | |||||
| PO BOX 5054 | VERO BEACH | FL | 32960 | GENERAL SUPPORT - CHARITY | $2,000 |
| FAMILY RENEW COMMUNITY INC | |||||
| PO BOX 250123 | HOLLY HILL | FL | 321250123 | GENERAL SUPPORT | $9,250 |
| FLORIDA CHAMBER OF COMM FNDN | |||||
| 136 S BRONOUGH ST | TALLAHASSEE | FL | 323017706 | GENERAL SUPPORT - RESEARCH | $1,000 |
| FLORIDA CITRUS HALL OF FAME | |||||
| PO BOX 1576 | BARTOW | FL | 338311576 | FLORIDA CITRUS HALL OF FAME - EDUCAT | $1,000 |
| FLORIDA CITRUS RESEARCH FNDN | |||||
| PO BOX 941058 | MAITLAND | FL | 32794 | RESEARCH CONF. - HLB | $30,000 |
| FLORIDA K OF C CHARITIES INC | |||||
| 829 GROVESMERE LOOP | OCOEE | FL | 34761 | HELPING LIFE FUND | $3,500 |
| FLORIDA SOUTHERN COLLEGE | |||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 338015698 | FLORIDA SOUTHERN COLLEGE- FCHOF FELL | $500 |
| FLORIDA SPECIALTY CROP FNDN | |||||
| PO BOX 948153 | MAITLAND | FL | 327948153 | MIGRANT EDUCATION/ MATCHING FUNDS | $4,500 |
| FLORIDA'S NATURAL GROWERS FNDN | |||||
| 20205 US HIGHWAY 27 | LAKE WALES | FL | 338533080 | SUPPORT OF COMMUNITY PROGRAMS | $1,500 |
| FRANCISCAN UNIVERSITY OF STEUBEN | |||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 439521763 | BERNARD A. EGAN ENDOWED SCHOLARSHIP | $10,000 |
| FRIENDS OF HARBOR BRANCH | |||||
| 5600 US 1 NORTH | FORT PIERCE | FL | 34946 | CANCER RESEARCH PROGRAM | $5,000 |
| FSU MEDICAL SCHOOL | |||||
| 2498 S 35TH STREET | FT PIERCE | FL | 349815573 | MEDICAL STUDENT SCHOLARSHIP | $10,000 |
| GIFFORD YOUTH ACHIEVEMENT CNTR | |||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | 20TH ANNIVERSARY GALA EVENT SPONSOR | $5,000 |
| HAITI CLINIC INC | |||||
| 865 37TH PLACE | VERO BEACH | FL | 32960 | GENERAL SUPPORT - MEDICAL CHARITY | $23,000 |
| HIBISCUS CHILDREN'S CENTER | |||||
| PO BOX 1742 | VERO BEACH | FL | 329619904 | SUPPORT CHILD ABUSE COUNSELING | $19,000 |
| HOLY CROSS CATHOLIC CHURCH | |||||
| 2605 HIGHWAY A1A | VERO BEACH | FL | 32963 | CATHOLIC CHURCH | $7,500 |
| HOLY CROSS CATHOLIC CHURCH | |||||
| PO BOX 999 | INDIANTOWN | FL | 34956 | CATHOLIC CHURCH | $7,500 |
| HOLY FAMILY CHURCH | |||||
| 2330 SE MARIPOSA AVENUE | PT ST LUCIE | FL | 34952 | FR. TRI'S MISSION - VIETNAM | $18,000 |
| HOLY FAMILY CHURCH | |||||
| 2330 SE MARIPOSA AVENUE | PT ST LUCIE | FL | 34952 | FATHER TRI'S JOURNEY WITH THE LEPERS | $18,300 |
| HOPE FOR FAMILIES CENTER | |||||
| 720 4TH STREET | VERO BEACH | FL | 32962 | HOMELESS SHELTER | $14,000 |
| INDIAN RIVER COMMUNITY FNDN | |||||
| PO BOX 643968 | VERO BEACH | FL | 329643968 | VB ROWING COMM BOATHOUSE FUND | $2,950 |
| IRC HEALTHY START COALITION | |||||
| 1555 INDIAN RIVER BOULEVA | VERO BEACH | FL | 32960 | GENERAL SUPPORT - MEDICAL CHARITY | $14,000 |
| IRC MEDICAL SOCIETY FNDN | |||||
| PO BOX 573 | VERO BEACH | FL | 32961 | WE CARE GALA FOR WE CARE CLINIC | $36,912 |
| IRC HABITAT FOR HUMANITY | |||||
| 4568 N US HIGHWAY 1 | VERO BEACH | FL | 32960 | LAND DONATION FOR HOUSING CHARITY | $1,295,000 |
| INDIAN RIVER MEDICAL CENTER FNDN | |||||
| 1000 36TH STREET | VERO BEACH | FL | 32960 | PAY IT FORWARD - MEDICAL CHARITY | $345,000 |
| INDIAN RIVER STATE COLLEGE FNDN | |||||
| 4075 VIRGINIA AVENUE | FT PIERCE | FL | 34981 | LIGHTHOUSE FOUNDATION SCHOLAR. | $10,000 |
| INTL WALDENSTROMS MACROGL FNDN | |||||
| 6144 CLARK CENTER AVE | SARASOTA | FL | 34238 | GENERAL SUPPORT | $5,000 |
| JOHN CARROLL CATHOLIC HIGH SCHOOL | |||||
| 3402 DELAWARE AVENUE | FT PIERCE | FL | 34947 | EDUCATION | $62,000 |
| JOHN CARROLL CATHOLIC HIGH SCHOOL | |||||
| 3402 DELAWARE AVENUE | FT PIERCE | FL | 34947 | CATHOLIC TUITION ASSISTANCE | $50,000 |
| JOHN CARROLL CATHOLIC HIGH SCHOOL | |||||
| 3402 DELAWARE AVENUE | FT PIERCE | FL | 34947 | ATHLETICS PROGRAM | $5,000 |
| JOHN CARROLL EDUCATIONAL FNDN | |||||
| 311 SOUTH SECOND STREET | FT PIERCE | FL | 34954 | RESTRICTED USE ENDOWMENT | $23,600 |
| JUAN DIEGO MISSION | |||||
| PO BOX 1197 | FT PIERCE | FL | 34947 | OPERATIONS | $35,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06510 | UNITED DISASTER RELIEF CHARITY | $15,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06510 | DISASTER RELIEF - KEYS - CHURCHES | $70,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06510 | CATHOLIC SCHOLARSHIPS | $76,500 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06510 | VOCATION TO PRIESTHOOD | $76,500 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06510 | CULTURE OF LIFE | $65,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06510 | UNITED IN CHARITY | $80,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06510 | CHRISTIAN REFUGEE RELIEF | $8,500 |
| KNIGHTS OF COLUMBUS CNCL 5629 | |||||
| 2300 INDIAN CREEK BLVD W | VERO BEACH | FL | 32966 | DISABILITIES DRIVE | $7,000 |
| LEARN TO READ OF ST LUCIE COUNTY | |||||
| 809 DELAWARE AVENUE | FORT PIERCE | FL | 34950 | GENERAL SUPPORT | $37,000 |
| LEGIONARIES OF CHRIST SEMINARY | |||||
| 30 MANSELL CT SUITE 103 | ROSWELL | GA | 30076 | SEMINARY SCHOLARSHIPS | $141,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||
| 341 N MAITLAND AVE SUI | MAITLAND | FL | 32751 | LIGHT THE NIGHT WALK - RESEARCH | $500 |
| LITERACY SERVICES OF IRC | |||||
| 1600 21ST STREET | VERO BEACH | FL | 32960 | GENERAL SUPPORT - EDUCATION | $3,000 |
| MARCH OF DIMES | |||||
| REGIONAL OFFICE P O BOX | MARIETTA | GA | 30006 | MEDICAL RESEARCH - TEAM ELLIOTT | $750 |
| MARY'S SHELTER OF THE TREASURE C | |||||
| PO BOX 958 | STUART | FL | 34995 | HOUSING FOR PREGNANT WOMEN | $14,000 |
| MARYWOOD UNIVERSITY | |||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | SCHOLARSHIP ENDOWMENT SUPPORT | $11,000 |
| MAYO CLINIC | |||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | CAPITAL EXPANSION SUPPORT IN FL | $90,000 |
| MCKEE BOTANICAL GARDEN | |||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | CHILDREN'S GARDEN | $2,000 |
| MENTAL HEALTH ASSOCIATION IN IRC | |||||
| 37TH PLACE | VERO BEACH | FL | 32960 | LOCAL SERVICES | $11,000 |
| MIRAVIA | |||||
| PO BOX 11499 | CHARLOTTE | NC | 282201400 | HOUSING FOR PREGNANT COLLEGE STUDENT | $18,000 |
| MISC & MEMORIALS | |||||
| 1900 | OLD DIXIE HIGHWAY | FL | 34946 | VARIOUS | $6,350 |
| MISSIONARY FLIGHTS INTERNATIONAL | |||||
| 3170 AIRMANS DRIVE | FT PIERCE | FL | 34946 | GENERAL SUPPORT - CHARITY | $21,000 |
| MORTALES INCORPORATED | |||||
| 300 NORTH END AVENUE APT | NEW YORK | NY | 102820000 | GENERAL SUPPORT | $9,250 |
| MOTHER THERESA CATH EDUC FNDN | |||||
| 3420 CARDINAL DRIVE SUIT | VERO BEACH | FL | 32963 | BUILDING IMPROVEMENTS-EDUCATION | $300,000 |
| NATIONAL NAVY UDT-SEAL MUSEUM | |||||
| 3300 N HIGHWAY A1A | FORT PIERCE | FL | 349498520 | GENERAL SUPPORT | $850 |
| NEW HORIZONS | |||||
| 4500 W MIDWAY ROAD | FT PIERCE | FL | 34981 | 4 OUR KIDS/CHILDREN MENTAL HEALTH | $6,000 |
| NOTRE DAME CATHOLIC MISSION | |||||
| 217 NORTH US HIGHWAY 1 | FORT PIERCE | FL | 34950 | HAITIAN EDUCATION | $17,700 |
| NOTRE DAME CATHOLIC MISSION | |||||
| 1701 INDIAN CREEK PARKWAY | JUPITER | FL | 33458 | FR. JEAN'S HAITIAN MISSION | $18,000 |
| OCN RESEARCH AND CONSERV ASSN | |||||
| 1420 SEAWAY DRIVE | FORT PIERCE | FL | 34949 | MIDDLE SCHOOL EDUCATION | $9,750 |
| OPEN HEARTS ART CENTER | |||||
| 217 COXE AVE | ASHEVILLE | NC | 28801 | GENERAL SUPPORT | $9,250 |
| OPEN HEARTS ART CENTER | |||||
| 217 COXE AVE | ASHEVILLE | NC | 28801 | HANDICAPPED PROGRAMS | $6,000 |
| OPERATION HOPE | |||||
| 12285 CO RD 512 | FELLSMERE | FL | 32948 | BACK PACKS | $1,500 |
| OUR LADY OF GUADALUPE | |||||
| PO BOX 9 | FELLSMERE | FL | 32948 | CHRISTIAN EDUCATION & ASSIST. | $90,000 |
| PAULIST FATHERS | |||||
| 1225 20TH AVENUE | VERO BEACH | FL | 32960 | FOR LOCAL RETIRED PRIESTS | $21,000 |
| PREGNANCY CARE CENTER INC | |||||
| 1119 DELAWARE AVE | FORT PIERCE | FL | 34950 | SLC - GENERAL SUPPORT | $23,000 |
| REDLANDS CHRISTIAN MIGRANTS ASSN | |||||
| 402 W MAIN STREET | IMMOKALEE | FL | 341423933 | EDUCATION | $45,000 |
| SAMARITAN CENTER | |||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | HOMELESS CHARITY | $25,000 |
| SAMARITAN CENTER | |||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | BAE GOLF TOURNAMENT | $10,000 |
| SAMARITAN CENTER | |||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | HOMELESS SHELTER | $125,000 |
| SAMARITAN CENTER | |||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | CONTRIBUTION - HOMELESS CHARITY | $46,000 |
| SARAH'S KITCHEN OF THE TREASURE C | |||||
| 295 NW PRIMA VISTA BLVD | PORT SAINT LUCIE | FL | 34983 | ADAM'S PLACE - CHARITY HOUSING | $40,000 |
| SCHOLARSHIP FOUNDATION OF IRC | |||||
| PO BOX 1820 | VERO BEACH | FL | 32961 | 2017 GOLF CLASSIC - EDUCATION | $600 |
| SCHOLARSHIP FOUNDATION OF IRC | |||||
| PO BOX 1820 | VERO BEACH | FL | 32961 | GENERAL SUPPORT | $7,000 |
| SPECIAL EQUESTRIANS OF TREASURE C | |||||
| PO BOX 651312 | VERO BEACH | FL | 32965 | FOR INDIAN RIVER | $18,500 |
| SPRING HILL COLLEGE | |||||
| 4000 DAUPHIN STREET | MOBILE | AL | 36608 | EDUCATION - (J.B. EGAN) SCHOLARSHIP | $10,000 |
| ST ANASTASIA SCHOOL ENDOWMENT | |||||
| 407 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | MEDIA CENTER LOAN PRINCIPAL | $38,000 |
| ST ANASTASIA CATHOLIC CHURCH | |||||
| 407 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | RESTRICTED - NET MINISTRIES | $10,500 |
| ST ANASTASIA CATHOLIC CHURCH | |||||
| 407 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | GENERAL - RELIGIOUS | $47,000 |
| ST ANASTASIA CATHOLIC SCHOOL | |||||
| 407 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | EDUCATION | $49,000 |
| ST ANASTASIA CATHOLIC SCHOOL | |||||
| 407 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | CATHOLIC TUITION ASSISTANCE | $70,000 |
| ST ANASTASIA CATHOLIC SCHOOL | |||||
| 407 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | CORPUS | $9,000 |
| ST BALDRICK'S FOUNDATION | |||||
| 1333 S MAYFLOWER AVENUE | MONROVIA | CA | 91016 | GENERAL SUPPORT CANCER RESEARCH | $2,000 |
| ST BERNADETTE CATHOLIC CHURCH | |||||
| 350 NW CALIFORNIA BLVD | PORT ST LUCIE | FL | 34986 | FUNDRAISER FOR TUITION ASSISTANCE | $2,300 |
| ST FRANCES XAVIER HIGH SCHOOL | |||||
| 30 WEST 16TH STREET | NEW YORK | NY | 10114 | EDUCATION/SCHOLARSHIPS | $94,400 |
| ST FRANCIS MANOR OF VERO BEACH | |||||
| 1750 20TH AVENUE | VERO BEACH | FL | 32960 | LOW INCOME SENIOR APARTMENTS | $100,000 |
| ST HELEN CATHOLIC CHURCH | |||||
| PERSPECTIVES - P O BOX | VERO BEACH | FL | 32961 | PERSPECTIVES | $9,000 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | CATHOLIC TUITION ASSISTANCE RESTRICT | $55,000 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | ST. JUNIPERO SERRA VOCATIONS CLUB | $7,000 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | CHURCH | $94,000 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | DIOCESAN SERVICE APPEAL (DSA). | $11,500 |
| ST HELEN CATHOLIC SCHOOL | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | EDUCATION | $70,800 |
| ST HELEN CATHOLIC SCHOOL | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | CATHOLIC TUITION ASSISTANCE | $65,000 |
| ST HELEN CATHOLIC SCHOOL | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | BUILDING FUND/RENOVATIONS | $65,000 |
| ST JOHN OF THE CROSS CATHOLIC CH | |||||
| 2355 82ND AVENUE | VERO BEACH | FL | 32966 | CHURCH | $18,000 |
| ST JOSEPH'S REGIONAL MC FNDN | |||||
| 315 EAST LINDSLEY ROAD | CEDAR GROVE | NJ | 07009 | ST. JOSEPH'S HEALTHCARE AND REHAB CN | $20,000 |
| ST LUCIE HABITAT FOR HUMANITY | |||||
| 702 SOUTH 6TH STREET | FT PIERCE | FL | 34950 | NEIGHBORHOOD REVITALIZATION - 2 HOME | $25,000 |
| ST MARK THE EVANGELIST CHURCH | |||||
| 1924 ZEPHYR AVENUE | FORT PIERCE | FL | 34982 | FUNDRAISER CHARITY DINNER AUCTION | $1,000 |
| ST MARK THE EVANGELIST CHURCH | |||||
| 1924 ZEPHYR AVENUE | FORT PIERCE | FL | 34982 | CHURCH | $18,000 |
| ST MARK THE EVANGELIST CHURCH | |||||
| 1924 ZEPHYR AVENUE | FORT PIERCE | FL | 34982 | ST. VINCENT DE PAUL | $33,000 |
| ST MARY'S GABRIEL PROJECT | |||||
| 1505 W WHITE PINE CANYON | PARK CITY | UT | 84060 | CHILDCARE ASSISTANCE | $5,900 |
| ST VINCENT DE PAUL SOCIETY | |||||
| 1745 14TH AVENUE | VERO BEACH | FL | 32960 | GENERAL SUPPORT | $33,000 |
| SUBSTANCE AWARENESS CENTER | |||||
| 1507 20TH STREET | VERO BEACH | FL | 32960 | WOMEN'S HOMES | $27,000 |
| SUBSTANCE AWARENESS CENTER | |||||
| 1507 20TH STREET | VERO BEACH | FL | 32960 | ST. HELEN'S SCHOOL EDUCATION PROGRAM | $12,000 |
| SUNSHINE PHYSICAL THERAPY CLINIC | |||||
| 1705 17TH AVENUE | VERO BEACH | FL | 32960 | ANNUAL GALA - PEDIATRIC PHYSICAL THE | $14,000 |
| THE ARC OF INDIAN RIVER COUNTY | |||||
| 1375 16TH AVENUE | VERO BEACH | FL | 32960 | GENERAL SUPPORT | $6,000 |
| THE ARC OF ST LUCIE COUNTY | |||||
| PO BOX 1016 | FORT PIERCE | FL | 349541016 | ABILITY RESOURCE CENTER | $5,000 |
| THE BUGGY BUNCH | |||||
| 1940 58TH AVE SUITE D | VERO BEACH | FL | 32966 | CHARITY | $10,000 |
| KIWANIS CLUB OF VERO TREASURE C | |||||
| PO BOX 6381 | VERO BEACH | FL | 32961 | GENERAL SUPPORT - CHARITY | $2,500 |
| THE LEUKEMIA & LYMPHOMA SOC | |||||
| 3 INTERNATIONAL DRIVE SU | MAITLAND | FL | 32851 | LIGHT THE NIGHT - RESEARCH | $4,000 |
| THE SISTERS OF ST JOSEPH-ST AUG | |||||
| PO BOX 3506 | ST AUGUSTINE | FL | 32085 | RETIREMENT FUND - RELIGIOUS | $7,080 |
| THE SOURCE | |||||
| PO BOX 2458 | VERO BEACH | FL | 329612458 | GENERAL SUPPORT | $9,250 |
| THE SOURCE | |||||
| PO BOX 2458 | VERO BEACH | FL | 329612458 | BUDGET ASSISTANCE | $23,600 |
| TREASURE COAST HOMELESS SERV | |||||
| 2525 ST LUCIE AVENUE | VERO BEACH | FL | 32960 | NAOMI'S HOUSE | $5,000 |
| TRINITY MISSIONS | |||||
| 9001 NEW HAMPSHIRE AVENUE | SILVER SPRING | MD | 209033626 | SEMINARY - RELIGIOUS | $5,000 |
| UNITED AGAINST POVERTY | |||||
| 2050 40TH AVENUE SUITE 9 | VERO BEACH | FL | 32960 | TURKEY TROT FUNDRAISER - CHARITY | $1,500 |
| UNITED AGAINST POVERTY OF IRC | |||||
| 2050 40TH AVENUE SUITE 9 | VERO BEACH | FL | 32960 | INDIAN RIVER CAMPUS | $9,250 |
| UNITED WAY OF INDIAN RIVER CO | |||||
| PO BOX 1960 | VERO BEACH | FL | 329611960 | CITRUS GOLF TOURNAMENT | $3,000 |
| UNITED WAY OF INDIAN RIVER CO | |||||
| PO BOX 1960 | VERO BEACH | FL | 329611960 | ANNUAL CAMPAIGN | $33,000 |
| UNITED WAY OF ST LUCIE CO | |||||
| 4800 S US 1 | FORT PIERCE | FL | 34982 | 2012/2013 CAMPAIGN SLC | $37,000 |
| VERO HERITAGE INC | |||||
| 2140 14TH AVENUE | VERO BEACH | FL | 32960 | VB 2019 CENTENNIAL CELEBRATION | $1,000 |
| VETERANS COUNCIL OF IRC | |||||
| P O BOX 1354 | VERO BEACH | FL | 32961 | MEMORIAL DAY/VB AIR SHOW | $2,000 |
| VISITING NURSE ASSN & HOSP FNDN | |||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | LOCAL SERVICES | $17,000 |
| WOMEN'S CARE CENTER OF IRC | |||||
| 1986 31ST AVE SUITE 100 | VERO BEACH | FL | 32960 | GENERAL SUPPORT | $21,000 |
| WOMEN'S CARE CENTER OF IRC INC | |||||
| 1986 31ST AVE SUITE 100 | VERO BEACH | FL | 32960 | FEB EVENT FUNDRAISER - MEDICAL CHARI | $1,500 |
| WOMEN'S REFUGE OF VERO BEACH | |||||
| 1850 LEMON AVENUE | VERO BEACH | FL | 32960 | CARE FOR ABUSED WOMEN | $5,000 |
| YOUTH GUIDANCE MENT AND ACT | |||||
| PO BOX 121 | VERO BEACH | FL | 32961 | GENERAL SUPPORT - EDUCATION | $3,000 |
| YOUTH ON A MISSION | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | GENERAL SUPPORT - YOUTH ON A MISSION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,452,212 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,349,340 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,742,521 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $486,319 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,437,836 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (10 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SECURITY SETTLEMENT PROCEED | 1 | -$109 |
| K1 - SECTION 1231 INCOME | 18 | $1,141 |
| K1 - BAE CAPITAL | 14 | -$45,069 |
| K1 - CCA BLACK | 14 | $63,701 |
| K1 - MULTI STRATEGY-GENSPRI | 14 | -$131 |
| K1 - KAYNE ANDERSON RE II | 14 | -$6,243 |
| K1 - KAYNE ANDERSON RE L.P. | 14 | -$21,314 |
| K1 - ACL | 14 | -$49,202 |
| K1 - APOLLO MANAGEMENT | 14 | -$1,010 |
| K1 - SILVER CREEK LOW | 14 | -$14,373 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,943,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,943,407 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EGAN FAMILY CHARITABLE LD ANN TR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 OLD DIXIE HIGHWAY | AddressLine1Txt |
| City | FORT PIERCE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,937,927 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $4,782,855 | 2017-11-30 |
| 1 | PROMISSORY NOTE | $45,328 | 2017-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,000 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BONDS | AT COST | $8,453,249 | $8,258,798 |
| BOND FUNDS | AT COST | $23,734,658 | $22,759,553 |
| EQUITY FUNDS | AT COST | $25,871,453 | $29,015,961 |
| EQUITIES | AT COST | $11,505,266 | $16,680,725 |
| OTHER FUNDS | AT COST | $29,659,112 | $32,615,430 |
| OTHER INTERESTS | AT COST | $7,053,512 | $8,307,584 |
| ETF FUNDS | AT COST | $12,657,025 | $14,277,183 |
| MM CAYMAN PORTFOLIO | AT COST | $485,612 | $485,612 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX VARIANCE | Desc |
| Amt | $834,161 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ANNUAL REPORT FEE | $61 | |
| ADMIN FEES | $399,169 | $387,887 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENTS - BAE CAPITAL | -$18 | -$18 |
| RENTS - SILVER CREEK LOW | $295 | $295 |
| MM CAYMAN PORTFOLIO | $485,612 | $485,612 |
| K1 - APOLLO MANAGEMENT | $338 | $338 |
| K1 - SILVER CREEK LOW VO. | $92 | $92 |
| SECURITY SETTLEMENT PROCEEDS | -$109 | -$109 |
| K1 - SECTION 1231 INCOME | $1,141 | $1,141 |
| K1 - BAE CAPITAL | -$45,069 | |
| K1 - CCA BLACK | $63,701 | |
| K1 - MULTI STRATEGY-GENSPRING | -$131 | |
| K1 - KAYNE ANDERSON RE II | -$6,243 | |
| K1 - KAYNE ANDERSON RE L.P. | -$21,314 | |
| K1 - ACL | -$49,202 | |
| K1 - APOLLO MANAGEMENT | -$1,010 | |
| K1 - SILVER CREEK LOW | -$14,373 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE | Desc |
| Amt | $323,593 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $500,596 | Amt |
| Net Investment Income | $498,463 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX PAYMENTS | $52,000 | |
| FOREIGN TAX PAID | $3,954 | $3,954 |
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