BERNARD A EGAN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD A EGAN FOUNDATION INC (EIN 65-0501660)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2018-04-17
- IRS object ID
- 201821089349100602
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-17T15:12:34-04:00 | ReturnTs |
| Tax Period End | 2017-05-31 | 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 | 2016-06-01 | 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 | 7724897555 | 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/TREASURER | PersonTitleTxt |
| Phone | 7724897205 | PhoneNum |
| Signature | 2018-04-11 | 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 | 2018-04-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 7F8DA1CA24E96FDB236727D7A786CEDCD9823B05 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B3378FDA7FD6FCE78EA220F1EB933BEC585536A3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $126,714,160 | 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 | $25,619,865 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $523,578 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $523,578 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $954,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $954,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$571,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,186,111 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $27,142 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $458 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,553,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,478,680 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,860 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $451,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $451,295 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,915 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,915 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $107,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101,796 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $566,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $556,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,278,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,278,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,845,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $556,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,278,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,708,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $922,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,703,418 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,928,302 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,928,302 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $92,629,096 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $116,796,871 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $122,785,858 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $99,332,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,725,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,714,160 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $99,332,514 | RetainedEarningBOYAmt |
| Retained Earning EOY | $120,725,173 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,332,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,725,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,332,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,725,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,332,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,708,913 | ExcessRevenueOverExpensesAmt |
| Subtotal | $121,041,427 | SubtotalAmt |
| Other Decreases | $316,254 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $120,725,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SUNTRUST 83 | P | $15,916,177 | $15,639,772 | $276,405 | $276,405 |
| SUNTRUST 83 | P | $35,828,184 | $37,457,817 | -$1,629,633 | -$1,629,633 |
| MERRILL LYNCH 88 | P | $28,264,870 | $25,757,414 | $2,507,456 | $2,507,456 |
| MERRILL LYNCH 88 | P | $32,299,030 | $34,677,647 | -$2,378,617 | -$2,378,617 |
| IHS INC | P | $51,356 | $47,439 | $3,917 | $3,917 |
| MERRILL LYNCH 88 BASIS CORRECTION | P | $783,447 | $783,447 | $783,447 | |
| BASIS ADJ. - PRIOR YEAR TRANSACTIONS | P | $73,992 | -$73,992 | -$73,992 | |
| K-1 PASSTHROUGH LT LOSSES | P | $57,503 | -$57,503 | -$57,503 | |
| K-1 PASSTHROUGH ST LOSSES | P | $45,829 | -$45,829 | -$45,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$571,302 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,439,730 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,548,720 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $86,036,627 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,814,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $72,254,526 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038959 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,247,037 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $56,751,614 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039594 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,588,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,769,406 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034709 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $562,444 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,077,164 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017534 | DistributionYr5Rt |
| Total Distribution | 0.172043 | TotalDistributionRt |
| Average Distribution | 0.034409 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $109,228,877 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,758,456 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,227 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,767,683 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,278,660 | 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 | $9,227 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,227 | SubtotalAmt |
| Tax Based On Investment Income | $9,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,241 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $25,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $32,241 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $33 | EsPenaltyAmt |
| Overpayment | $22,981 | OverpaymentAmt |
| Applied To ES Tax | $22,981 | 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 | JEFFREY A HURWITZ | IndividualWithBooksNm |
| Phone | 7724897205 | 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 |
|---|---|---|---|---|---|---|---|---|
| BERNADETTE M EMERICK | ||||||||
| 465 12TH SE PLACE | VERO BEACH | FL | 32962 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| GREGORY P NELSON | ||||||||
| 1806 OCEAN DRIVE | VERO BEACH | FL | 32963 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| JJ GILET | ||||||||
| 402 SPYGLASS LANE | VERO BEACH | FL | 32963 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| CATHERINE ROHM | ||||||||
| 2627 N INDIAN RIVER DRIVE | FORT PIERCE | FL | 34946 | ASSISTANT TR | 000.00 | $0 | $0 | $0 |
| MARY R SHINN | ||||||||
| 2570 SUNNY SLOPES DRIVE | PARK CITY | UT | 84060 | ASSISTANT SE | 000.00 | $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 | $96,084,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,808,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,892,261 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $110,892,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,663,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,228,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,461,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,461,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,227 | TotalTaxAmt |
| Distributable Before Adj | $5,452,217 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,452,217 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,452,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,278,660 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,278,660 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,227 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,269,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,452,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,277,641 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,278,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,277,641 | AppliedToYear1Amt |
| Applied To Current Year | $1,019 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,451,198 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 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 34 | VERO BEACH | FL | 32960 | GENERAL CONTRIBUTION | $2,000 |
| ADORER MISSIONARY SISTERS OF THE PO | |||||
| PO BOX 19895 | WEST PALM BEACH | FL | 33416 | FR. MARK MLAY'S TANZANIA ORPHANAGE / | $108,000 |
| ALZHEIMERS AND PARKINSON ASSOCIATIO | |||||
| 2300 5TH AVENUE SUITE 15 | VERO BEACH | FL | 32960 | CAREGIVER FUNDINGPARKINSON'S DISEASE | $8,000 |
| ALZHEIMERS COMMUNITY CARE | |||||
| 800 NORTHPOINT PARKWAY SU | WEST PALM BEACH | FL | 33407 | ST. PETER LUTHERAN CHURCH FACILITY I | $8,000 |
| AMERICAN CANCER SOCIETY | |||||
| 3375 20TH STREET STE 100 | VERO BEACH | FL | 32960 | RESTRICTED TREASURE COAST PROGRAMS - | $18,000 |
| AMERICAN CANCER SOCIETY | |||||
| 3375 20TH STREET STE 100 | VERO BEACH | FL | 32960 | RELAY FOR LIFE & NAMING PLEDGE | $242,920 |
| AMERICAN HEART ASSOCIATION | |||||
| 11207 BLUE HERON BLVD N | ST PETERSBURG | FL | 33716 | CPR IN TREASURE COAST AREA | $47,000 |
| AMERICAN RED CROSS | |||||
| 2506 17TH AVE | VERO BEACH | FL | 32960 | FLOOD & DISASTER RESPONSE | $9,000 |
| BIG BROTHER BIG SISTER OF SLC | |||||
| 403 N US HIGHWAY 1 | FORT PIERCE | FL | 34950 | GENERAL CONTRIBUTION | $4,000 |
| 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 | GENERAL CONTRIBUTION | $4,000 |
| BOYS AND GIRLS CLUB OF SLC | |||||
| 607 N 7TH STREET SUITE | FORT PIERCE | FL | 34950 | GENERAL CONTRIBUTION | $4,000 |
| BUREAU OF CATHOLIC INDIAN MISSIONS | |||||
| 2021 H STREET NW | WASHINGTON | DC | 20006 | AMERICAN INDIAN EDUCATION & ASSISTAN | $75,000 |
| CAMP HAVEN INC | |||||
| PO BOX 2459 | VERO BEACH | FL | 32961 | HOMELESS | $11,520 |
| CAMP HOBE INC | |||||
| PO BOX 520755 | SALT LAKE CITY | UT | 84152 | GENERAL CONTRIBUTION | $10,000 |
| CATHOLIC CHARITIES USA | |||||
| PO BOX 17066 | BALTIMORE | MD | 21297 | USA RELIEF SERVICES | $14,000 |
| CATHOLIC COMMUNICATION CAMPAIGN | |||||
| 3211 FOURTH STREET NE | WASHINGTON | DC | 20017 | GENERAL CONTRIBUTION | $4,000 |
| CATHOLIC MEN FOR JESUS CHRIST OF FL | |||||
| 1605 MAJORCA PLACE | VERO BEACH | FL | 32967 | FUNDRAISER - ANNUAL EVENT | $6,000 |
| CHILDCARE RESOURCES OF INDIAN RIVER | |||||
| 1801 24TH ST | VERO BEACH | FL | 32960 | GENERAL OPERATIONS | $36,000 |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||
| 650 10TH ST | VERO BEACH | FL | 32960 | HOMELESS IN HIGH SCHOOL | $40,000 |
| COLORADO STATE UNIVERSITY FOUNDATIO | |||||
| 1101 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | MICHAEL J. EGAN MEMORIAL SCHOLARSHI | $7,200 |
| DASIE BRIDGEWATER HOPE CENTER INC | |||||
| 8445 64TH AVE | WABASSO | FL | 32970 | YOUTH MENTORING | $3,000 |
| DIOCESE OF PALM BEACH | |||||
| PO BOX 109650 | PALM BEACH GARDENS | FL | 33410 | CATHOLIC CHARITIES | $7,200 |
| DIVINE MERCY COMMUNICATIONS INC | |||||
| 2020 EAU GALLIE BLVD SUI | MELBOURNE | FL | 32935 | RADIO EXPANSION PROJECT | $10,000 |
| EQUESTRIAN ORDER OF THE HOLY SEPULC | |||||
| 2955 RIDGELAKE DRIVE SUI | METAIRIE | LA | 70002 | AID & ASSISTANCE TO CHRISTIANS IN HO | $6,000 |
| EXCHANGE CLUB OF INDIAN RIVER FOUND | |||||
| PO BOX 93 | VERO BEACH | FL | 32961 | PREVENTION OF CHILD ABUSE | $3,600 |
| EXECUTIVE ROUNDTABLE OF INDIAN RIVE | |||||
| 700 20TH STREET | VERO BEACH | FL | 32960 | GENERAL CONTRIBUTION | $2,000 |
| FAMILY RENEW COMMUNITY INC | |||||
| PO BOX 250123 | HOLLY HILL | FL | 32125 | GENERAL CONTRIBUTION | $5,000 |
| FLORIDA CHAMBER OF COMMERCE FOUNDAT | |||||
| 136 S BRONOUGH ST | TALLAHASSEE | FL | 32301 | GENERAL CONTRIBUTION | $1,000 |
| FLORIDA CITRUS HALL OF FAME | |||||
| 411 E ORANGE STREET | LAKELAND | FL | 33801 | FLORIDA CITRUS HALL OF FAME - EDUCAT | $900 |
| FLORIDA SOUTHERN COLLEGE | |||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | FLORIDA SOUTHERN COLLEGE- FCHOF FELL | $500 |
| FLORIDA SPECIALTY CROP FOUNDATION | |||||
| PO BOX 948153 | MAITLAND | FL | 32794 | MIGRANT EDUCATION/ MATCHING FUNDS CH | $4,320 |
| FLORIDA'S NATURAL GROWERS FOUNDATIO | |||||
| 20205 US HIGHWAY 27 | LAKE WALES | FL | 33853 | SUPPORT OF COMMUNITY PROGRAMS | $1,400 |
| FRANCISCAN UNIVERSITY OF STEUBENVIL | |||||
| 1235 UNIVERSITY BOULEVARD | STEUBENVILLE | OH | 43952 | BERNARD A. EGAN SCHOLARSHIP | $10,000 |
| FRIENDS OF HARBOR BRANCH (PAYABLE T | |||||
| 5600 US 1 NORTH | FORT PIERCE | FL | 34946 | CANCER RESEARCH PROGRAM | $12,000 |
| GIFFORD YOUTH ACTIVITY CENTER | |||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | YOUTH MENTORING | $3,200 |
| HAITI CLINIC INC | |||||
| 865 37TH PLACE | VERO BEACH | FL | 32960 | 2016 RUN/WALK 5 K | $20,000 |
| HEARTLAND CHILDREN'S FOUNDATION | |||||
| 4550 70TH AVE | KENOSHA | WI | 53144 | GENERAL CONTRIBUTION | $1,000 |
| HIBISCUS CHILDREN'S CENTER | |||||
| PO BOX 1742 | VERO BEACH | FL | 32961 | ANNUAL SUPPORT CHILD ABUSE COUNSELIN | $16,000 |
| HOLY CROSS CATHOLIC CHURCH | |||||
| 2605 HIGHWAY A1A | VERO BEACH | FL | 32963 | CATHOLIC CHURCH | $7,500 |
| HOLY CROSS CATHOLIC CHURCH (INDIANT | |||||
| PO BOX 999 | INDIANTOWN | FL | 34956 | CATHOLIC CHURCH- BUILDING FUND | $7,500 |
| HOLY FAMILY CHURCH | |||||
| 2330 SE MARIPOSA AVE | PORT ST LUCIE | FL | 34952 | VIETNAM MISSION, JOURNEY W/LEPERS | $31,000 |
| HOPE FOR FAMILIES CENTER | |||||
| 720 4TH STREET | VERO BEACH | FL | 32962 | HOMELESS SHELTER | $12,000 |
| INDIAN RIVER COMMUNITY FOUNDATION | |||||
| PO BOX 643968 | VERO BEACH | FL | 32964 | GENERAL & BUILDING FUND NAMING | $52,500 |
| INDIAN RIVER COUNTY HEALTHY START C | |||||
| 333 17TH STREET SUITE 2R | VERO BEACH | FL | 32960 | GENERAL CONTRIBUTION | $12,000 |
| INDIAN RIVER COUNTY MEDICAL SOCIETY | |||||
| PO BOX 573 | VERO BEACH | FL | 32961 | WE CARE GALA FOR NEW WE CARE CLINIC | $31,224 |
| INDIAN RIVER HABITAT FOR HUMANITY | |||||
| 4568 N US HIGHWAY 1 | VERO BEACH | FL | 32960 | NEIGHBORHOOD REVITAL. FELLS | $10,000 |
| INDIAN RIVER MEDICAL CENTER FOUNDAT | |||||
| 1000 36TH STREET | VERO BEACH | FL | 32960 | PAY IT FORWARD | $295,000 |
| JOHN CARROLL CATHOLIC HIGH SCHOOL | |||||
| 3402 DELAWARE AVENUE | FORT PIERCE | FL | 34947 | EDUCATION | $55,000 |
| JOHN CARROLL CATHOLIC HIGH SCHOOL | |||||
| 3402 DELAWARE AVENUE | FORT PIERCE | FL | 34947 | CATHOLIC TUITION ASSISTANCE | $40,000 |
| JOHN CARROLL CATHOLIC HIGH SCHOOL | |||||
| 3402 DELAWARE AVENUE | FORT PIERCE | FL | 34947 | ATHLETICS PROGRAM & TUITION ASSIST. | $5,000 |
| JOHN CARROLL EDUCATIONAL FOUNDATION | |||||
| 3402 DELAWARE AVENUE | FORT PIERCE | FL | 34947 | ENDOWMENT | $20,000 |
| JUAN DIEGO MISSION | |||||
| PO BOX 1197 | FORT PIERCE | FL | 34947 | OPERATIONS | $30,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06509 | CATHOLIC SCHOLARSHIPS | $65,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06509 | VOCATION TO PRIESTHOOD | $65,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06509 | HELPING LIFE FUND | $3,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06509 | CULTURE OF LIFE | $55,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06509 | UNITED IN CHARITY | $75,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06509 | UNITED STATES DISASTER RELIEF | $8,000 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06509 | CHRISTIAN REFUGEE RELIEF | $7,500 |
| KNIGHTS OF COLUMBUS CHARITIES | |||||
| PO BOX 1966 | NEW HAVEN | CT | 06509 | LOUISIANA FLOOD VICTIMS | $5,000 |
| KNIGHTS OF COLUMBUS COUNCIL 5629 | |||||
| 2300 INDIAN CREEK BLVD | VERO BEACH | FL | 32966 | HANDICAPPED DRIVE | $5,940 |
| LEARN TO READ OF ST LUCIE COUNTY | |||||
| 809 DELAWARE AVENUE | FORT PIERCE | FL | 34950 | GENERAL CONTRIBUTION | $31,680 |
| LEGIONARIES OF CHRIST SEMINARY | |||||
| 30 MANSELL CT SUITE 103 | ROSWELL | GA | 30076 | SEMINARY SCHOLARSHIPS | $120,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||
| 3230 COMMERCE PLACE SUITE | WEST PALM BEACH | FL | 33407 | LIGHT THE NIGHT - FROSCH NPB TEAM | $500 |
| LITERACY SERVICES OF INDIAN RIVER | |||||
| 1600 21ST ST | VERO BEACH | FL | 32960 | GENERAL SUPPORT | $2,500 |
| MARCH OF DIMES | |||||
| 112 43RD AVENUE SW | VERO BEACH | FL | 32968 | GENERAL CONTRIBUTION | $600 |
| MARY'S SHELTER OF THE TREASURE COAS | |||||
| PO BOX 958 | STUART | FL | 34995 | HOUSING FOR PREGNANT WOMEN | $12,000 |
| MARYWOOD UNIVERSITY | |||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | MICHAEL J. EGAN SCHOLARSHIP (ENDOWME | $11,000 |
| MAYO CLINIC | |||||
| DEPT OF DEVELOPMENT | JACKSONVILLE | FL | 32224 | GENERAL CONTRIBUTION | $75,000 |
| MCKEE BOTANICAL GARDEN | |||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | CHILDRENS GARDEN | $2,000 |
| MENTAL HEALTH ASSOCIATION IN INDIAN | |||||
| 820 37TH PLACE | VERO BEACH | FL | 32960 | LOCAL SERVICES | $9,500 |
| MIRAVIA (FORMERLY ROOM AT THE INN) | |||||
| PO BOX 11499 | CHARLOTTE | NC | 28220 | BELMONT ABBEY COLLEGE HOUSING FOR PR | $17,000 |
| MISC SMALL CONTRIBUTIONS | |||||
| 1900 OLD DIXIE HWY | FORT PIERCE | FL | 32946 | VARIOUS | $4,900 |
| MISSIONARY FLIGHTS INTERNATIONAL | |||||
| 3170 AIRMANS DRIVE | FORT PIERCE | FL | 34946 | GENERAL CONTRIBUTION | $18,000 |
| MORTALES INCORPORATED | |||||
| 3170 AIRMANS DRIVE | FT PIERCE | FL | 34946 | GENERAL SUPPORT | $10,000 |
| MOTHER THERESA CATHOLIC EDUC | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | BUILDING IMPROVEMENTS | $216,000 |
| MOTHER THERESA EDUCATION FOUND | |||||
| 3420 CARDINAL DRIVE | VERO BEACH | FL | 32963 | OLG CENTER | $240,000 |
| NATIONAL BREAST CANCER FOUNDATION I | |||||
| 532 GIBSON DR STE 250 | ROSEVILLE | CA | 95678 | BREAST CANCER | $2,000 |
| NATIONAL NAVY UDT-SEAL MUSEUM AND M | |||||
| 3300 N HIGHWAY A1A | FORT PIERCE | FL | 34949 | GENERAL CONTRIBUTION | $720 |
| NEW HORIZONS | |||||
| 4500 W MIDWAY ROAD | FORT PIERCE | FL | 34981 | 4 OUR KIDS/CHILDREN MENTAL HEALTH | $5,000 |
| NO ONE LEFT BEHIND FOUNDATION | |||||
| PO BOX 622106 | OVIEDO | FL | 32762 | VERTERANS | $1,088 |
| NOTRE DAME CATHOLIC MISSION | |||||
| 217 NORTH US HIGHWAY 1 | FORT PIERCE | FL | 34950 | HAITIAN EDUCATION | $15,000 |
| NOTRE DAME CATHOLIC MISSION | |||||
| 1701 INDIAN CREEK PARKWAY | JUPITER | FL | 33458 | FR. JEAN'S HAITIAN MISSION | $15,500 |
| OCEAN RESEARCH AND CONSSERVATION AS | |||||
| 1420 SEAWAY DRIVE | FORT PIERCE | FL | 34949 | GENERAL CONTRIBUTION | $10,000 |
| OPEN HEARTS ART CENTER | |||||
| 5 WOODLAND DRIVE | ASHEVILLE | NC | 28806 | GENERAL CONTRIBUTION | $10,900 |
| OPERATION HOPE | |||||
| 12285 CO RD 512 | FELLSMERE | FL | 32948 | GENERAL CONTRIBUTION | $1,000 |
| OUR FAMILY FOUNDATION | |||||
| PO BOX 156 | CARLISLE | PA | 17013 | VARIOUS CHILDREN'S MEDICAL | $12,000 |
| OUR LADY OF GUADALUPE | |||||
| PO BOX 9 | FELLSMERE | FL | 32948 | CHRISTIAN EDUCATION & ASSIST. | $79,200 |
| PAULIST FATHERS | |||||
| 1225 20TH AVENUE | VERO BEACH | FL | 32960 | FOR LOCAL RETIRED PREISTS | $18,000 |
| PREGNANCY CARE CENTER INC | |||||
| 1119 DELAWARE AVE | FORT PIERCE | FL | 34950 | GENERAL CONTRIBUTION | $19,500 |
| REDLANDS CHRISTIAN MIGRANTS ASSOCIA | |||||
| 402 W MAIN STREET | IMMOKALEE | FL | 34142 | EDUCATION | $40,000 |
| RESOURCES FOR WOMEN | |||||
| 1367 BEVILLE ROAD | DAYTONA BEACH | FL | 32119 | GENERAL CONTRIBUTION | $5,000 |
| RESTORATION HOUSE | |||||
| PO BOX 2375 | FORT PIERCE | FL | 34954 | FLORIDAY | $6,000 |
| RESTORATION HOUSE | |||||
| PO BOX 2375 | FORT PIERCE | FL | 34954 | BUDGET ASSISTANCE | $10,000 |
| SAMARITAN CENTER | |||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | SOUP BOWL | $600 |
| SAMARITAN CENTER | |||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | BAE GOLF TOURNAMENT | $10,000 |
| SAMARITAN CENTER | |||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | GOLF SPONSOR MATCH CONTRIBUTION | $52,000 |
| SAMARITAN CENTER | |||||
| 3650 41ST STREET | VERO BEACH | FL | 32967 | HOMELESS SHELTER | $108,000 |
| SARAHS KITCHEN | |||||
| 215 NW PRIMA VISTA BLVD | PORT SAINT LUCIE | FL | 32967 | RESTRICTED - ADAMS PLACE | $40,000 |
| SCHOLARSHIP FOUND OF INDIAN RIVER | |||||
| PO BOX 1820 | VERO BEACH | FL | 32961 | 2015 GOLF CLASSIC FUNDRAISER | $600 |
| SCHOLARSHIP FOUNDATION OF INDIAN RI | |||||
| PO BOX 1820 | VERO BEACH | FL | 32961 | GENERAL CONTRIBUTION | $6,000 |
| SERRA INTERNATIONAL FOUNDATION | |||||
| 333 W WACKER DRIVE SUIT | CHICAGO | IL | 60606 | CATHOLIC VOCATIONS | $6,000 |
| SPECIAL EQUESTRIANS OF THE TREASURE | |||||
| PO BOX 651312 | VERO BEACH | FL | 32965 | GENERAL CONTRIBUTION | $15,840 |
| SPRING HILL COLLEGE | |||||
| 4000 DAUPHIN STREET | MOBILE | AL | 36608 | EDUCATION - SCHOLARSHIP FUND | $9,000 |
| ST ANASTASIA SCHOOL ENDOWMENT INC | |||||
| 407 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | MEDIA CENTER | $33,000 |
| ST ANASTASIA CATHOLIC CHURCH | |||||
| 407 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | GENERAL CONTRIBUTION | $40,000 |
| ST ANASTASIA CATHOLIC SCHOOL | |||||
| 401 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | EDUCATION | $42,000 |
| ST ANASTASIA CATHOLIC SCHOOL | |||||
| 401 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | NET MINISTRIES | $9,750 |
| ST ANASTASIA SCHOOL ENDOWMENT INC | |||||
| 401 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | CATHOLIC TUITION ASSISTANCE | $60,000 |
| ST ANASTASIA SCHOOL ENDOWMENT INC | |||||
| 401 SOUTH 33RD STREET | FORT PIERCE | FL | 34947 | GENERAL SUPPORT | $7,500 |
| ST BALDRICK'S FOUNDATION | |||||
| 1333 SMAYFLOWER AVENUE S | MONROVIA | CA | 91016 | GENERAL CONTRIBUTION | $1,800 |
| ST BERNADETTE CATHOLIC CHURCH | |||||
| 350 NW CALIFORNIA BLVD | PORT ST LUCIE | FL | 34986 | SCHOOL FUNDRAISER | $2,000 |
| ST FRANCES XAVIER HIGH SCHOOL | |||||
| 30 WEST 16TH STREET | NEW YORK | NY | 10114 | EDUCATION/SCHOLARSHIPS | $80,000 |
| ST FRANCIS MANOR OF VERO BEACH | |||||
| 1750 20TH AVENUE | VERO BEACH | FL | 32960 | LOW INCOME SENIOR APARTMENTS | $325,000 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | GENERAL SUPPORT | $14,258 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | CHURCH | $80,000 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | DISCESIAN SERVICE APPEAL | $10,000 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | CATHOLIC TUITION ASSISTANCE | $47,500 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | EDUCATION | $60,000 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | CATHOLIC TUITION ASSISTANCE | $55,000 |
| ST HELEN CATHOLIC CHURCH | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | BUILDING FUND | $55,000 |
| ST JOHN OF THE CROSS CATHOLIC CHUR | |||||
| 2355 82ND AVENUE | VERO BEACH | FL | 32966 | CHURCH | $15,500 |
| ST JOSEPH'S REGIONAL MEDICAL CENTE | |||||
| 315 EAST LINDSLEY ROAD | CEDAR GROVE | NJ | 07009 | DESIGNATED FOR: ST. VINCENT NURSING | $20,000 |
| ST MARK THE EVANGELIST CATHOLIC CH | |||||
| 1924 ZEPHYR AVENUE | FORT PIERCE | FL | 34982 | FUNDRAISER CHARITY DINNER AUCTION | $720 |
| ST MARK THE EVANGELIST CATHOLIC CH | |||||
| 1924 ZEPHYR AVENUE | FORT PIERCE | FL | 34982 | CHURCH | $15,500 |
| ST MARK THE EVANGELIST CHURCH | |||||
| 1924 ZEPHYR AVENUE | FORT PIERCE | FL | 34982 | GENERAL CONTRIBUTION/ST. VINCENT DE | $30,000 |
| ST VINCENT DE PAUL SOCIETY | |||||
| 1745 14TH AVENUE | VERO BEACH | FL | 32960 | GENERAL CONTRIBUTION | $30,000 |
| SUBSTANCE AWARENESS CENTER | |||||
| 1507 20TH STREET | VERO BEACH | FL | 32960 | SCHOOL EDUCATION PROGRAM | $10,500 |
| SUBSTANCE AWARENESS CENTER | |||||
| 1507 20TH STREET | VERO BEACH | FL | 32960 | WOMEN'S HOMES | $23,000 |
| SUNSHINE PHYSICAL THERAPY CLINIC | |||||
| 1705 17TH AVENUE | VERO BEACH | FL | 32960 | INAUGRAL GALA EVENT SPONSOR NOV. 201 | $12,000 |
| THE ARC OF INDIAN RIVER COUNTY | |||||
| 1375 16TH AVE | VERO BEACH | FL | 32960 | GENERAL SUPPORT | $4,000 |
| THE ARC OF INDIAN RIVER COUNTY | |||||
| 1375 16TH AVE | VERO BEACH | FL | 32960 | COMPUTER & SOFTWARE | $25,000 |
| THE ARC OF ST LUCIE COUNTY | |||||
| PO BOX 1016 | FORT PIERCE | FL | 34954 | ABILITY RESOURCE CENTER | $4,000 |
| THE FOUNDATION FOR THE KIWANIS CLUB | |||||
| PO BOX 6381 | VERO BEACH | FL | 32961 | GENERAL CONTRIBUTION | $2,500 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||
| 3230 COMMERCE PLACE B | WEST PALM BEACH | FL | 33407 | GENERAL SUPPORT | $4,000 |
| THE SISTERS OF ST JOSEPH OF ST AU | |||||
| PO BOX 3506 | ST AUGUSTINE | FL | 32085 | RETIREMENT FUND | $6,000 |
| THE SOURCE | |||||
| PO BOX 2458 | VERO BEACH | FL | 32961 | GENERAL CONTRIBUTION | $30,000 |
| TREASURE COAST FOOD BANK | |||||
| 401 ANGLE RD | FORT PIERCE | FL | 34947 | LOCAL HUNGER | $12,000 |
| TREASURE COAST HOSPICE | |||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | CAMP GOOD GRIEF-HEALTH | $18,000 |
| TRINITY MISSIONS | |||||
| 9001 NEW HAMPSHIRE AVENUE | SILVER SPRING | MD | 20903 | SEMINARY | $4,000 |
| UNITED AGAINST POVERTY | |||||
| 2050 40TH AVENUE SUITE 9 | VERO BEACH | FL | 32960 | TURKEY TROT/FORKLIFT | $1,000 |
| UNITED FRESH START FOUNDATION | |||||
| PO BOX 409263 | ATLANTA | GA | 30384 | DIET AND NUTRITION | $1,500 |
| UNITED WAY OF INDIAN RIVER CO | |||||
| PO BOX 1960 | VERO BEACH | FL | 32961 | CITRUS GOLF TOURNAMENT | $3,000 |
| UNITED WAY OF INDIAN RIVER CO | |||||
| PO BOX 1960 | VERO BEACH | FL | 32961 | CAMPAIGN | $28,000 |
| UNITED WAY OF ST LUCIE CO | |||||
| 4800 S US 1 | FORT PIERCE | FL | 34982 | 2012/2013 CAMPAIGN SLC | $31,680 |
| UNITED AGAINST POVERTY | |||||
| 2050 40TH AVE 9 | VERO BEACH | FL | 32960 | INDIAN RIVER CAMPUS | $10,000 |
| VARIETY THE CHILDRENS CHARITY OF IO | |||||
| 505 5TH AVENUE - SUITE 31 | DES MOINES | IA | 50309 | GENERAL CONTRIBUTION | $1,000 |
| VERO HERITAGE INC | |||||
| 2140 14TH AVENUE | VERO BEACH | FL | 32960 | PIONEER CELEBRATION | $1,000 |
| VETERANS COUNCIL OF INDIAN RIVER CO | |||||
| P O BOX 1354 | VERO BEACH | FL | 32961 | MEMORIAL DAY/VB AIR SHOW | $2,000 |
| VISITING NURSE ASSOCIATION (VNA FOU | |||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | LOCAL SERVICES | $15,000 |
| WOMEN'S CARE CENTER | |||||
| 1986 31ST AVE SUITE 100 | VERO BEACH | FL | 32960 | FEB FUNDRAISER | $1,500 |
| WOMEN'S CARE CENTER | |||||
| 1986 31ST AVE SUITE 100 | VERO BEACH | FL | 32960 | GENERAL CONTRIBUTION | $18,000 |
| YOUTH GUIDANCE MENTORING AND ACTIVI | |||||
| PO BOX 121 | VERO BEACH | FL | 32961 | GENERAL CONTRIBUTION | $2,500 |
| YOUTH ON A MISSION | |||||
| PO BOX 2927 | VERO BEACH | FL | 32961 | GENERAL CONTRIBUTION - YOUTH ON A MI | $12,500 |
| ST MARY'S GABRIEL PROJECT | |||||
| PO BOX 669 | PARK CITY | UT | 84060 | CHILDREN ASSISTANCE | $5,000 |
| ST LUCIE HABITAT FOR HUMANITY | |||||
| 702 SOUTH 6TH ST | FORT PIERCE | FL | 34950 | NEIGHBORHOOD REVITALIZATION | $15,000 |
| WOMEN'S REFUGE OF VERO BEACH | |||||
| 1850 LEMON AVE | VERO BEACH | FL | 32960 | GENERAL SUPPORT | $3,000 |
| WINGS FOR HUMANITY | |||||
| 2036 14TH AVE STE 200 | VERO BEACH | FL | 32960 | THEATRE PROJECT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,278,660 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $523,578 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $954,644 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$571,302 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (10 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SECURITY SETTLEMENT PROCEED | 1 | $454 |
| BAE CAPITAL K1 | 14 | $1,430 |
| CCA BLACK K1 | 14 | $24,445 |
| ARCHSTONE PARTNERS K1 | 14 | -$3,206 |
| MULTI STRATEGY - GENSPRING | 14 | -$575 |
| CLEARFIELD K1 | 14 | $25,558 |
| APOLLO NATURAL K1 | 14 | $13,813 |
| HARBOURVEST K1 | 14 | $20 |
| KAYNE ANDERSON K1 | 14 | -$9,324 |
| ACL K1 | 14 | -$25,477 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $934,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $934,062 | 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 | $25,619,865 | 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 | $1,916,745 | 2016-11-30 |
| 1 | SECURITIES | $3,883,600 | 2016-12-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,860 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BONDS | AT COST | $8,501,220 | $8,538,147 |
| BOND FUNDS | AT COST | $25,310,403 | $25,200,794 |
| EQUITY FUNDS | AT COST | $22,222,139 | $23,113,737 |
| EQUITIES | AT COST | $12,296,879 | $16,228,860 |
| COMMODITY FUNDS | AT COST | ||
| OTHER FUNDS | AT COST | $32,268,479 | $33,297,854 |
| OTHER INTERESTS | AT COST | $1,696,108 | $1,836,770 |
| ETF FUNDS | AT COST | $14,501,643 | $14,569,696 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY CONTRIBUTIONS ADJUSTMENT | Desc |
| Amt | $316,254 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ANNUAL REPORT FEE | $59 | |
| BANK FEE | $71 | |
| MISC EXPENSE | $521 | |
| ADMIN FEES | $106,633 | $101,796 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENTS - BAE CAPITAL K1 | $4 | $4 |
| SECURITY SETTLEMENT PROCEEDS | $454 | $454 |
| BAE CAPITAL K1 | $1,430 | |
| CCA BLACK K1 | $24,445 | |
| ARCHSTONE PARTNERS K1 | -$3,206 | |
| MULTI STRATEGY - GENSPRING | -$575 | |
| CLEARFIELD K1 | $25,558 | |
| APOLLO NATURAL K1 | $13,813 | |
| HARBOURVEST K1 | $20 | |
| KAYNE ANDERSON K1 | -$9,324 | |
| ACL K1 | -$25,477 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $451,295 | Amt |
| Net Investment Income | $451,295 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX PAYMENTS | $3,000 | |
| FOREIGN TAX PAID | $2,915 | $2,915 |
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