JERRY TAYLOR & NANCY BRYANT FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JERRY TAYLOR & NANCY BRYANT FOUNDATION (EIN 52-2134053)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-16
IRS object ID
201700759349100305
Schema version
2016v3.0
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)
Return2017-03-16T15:14:07-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521659352PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SANTOS POSTAL & COMPANY 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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-03-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARL R HILDEBRANDPreparerPersonNm
PTINP00295254PTIN
Phone3016209101PhoneNum
Preparation2017-03-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.186.128.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-03-16IPDt
IP Tm16:13:41IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2F4FBA9DF9D22597EA2A5BD42F3D49A411C83E5EAtSubmissionCreationDeviceId
At Submission Filing Device Id2F4FBA9DF9D22597EA2A5BD42F3D49A411C83E5EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,727,282FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$510,517ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$252,245DividendsRevAndExpnssAmt
Dividends Net Invst Incm$252,245DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$531,412NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,194,475GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$531,412CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,294,174TotalRevAndExpnssAmt
Total Net Invst Incm$783,657TotalNetInvstIncmAmt
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$4,731AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$74,805OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$66,874OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$21,251TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,971TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$9,280TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$108DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$100,895TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$78,845TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,280TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$626,274ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$626,274ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$727,169TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$78,845TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$635,554TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$567,005ExcessRevenueOverExpensesAmt
Net Investment Income$704,812NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$115,497CashBOYAmt
Cash EOY$273,941CashEOYAmt
Cash EOYFMV$273,941CashEOYFMVAmt
Sav And Temp Cash Invst BOY$168,665SavAndTempCashInvstBOYAmt
Other Investments BOY$10,296,727OtherInvestmentsBOYAmt
Other Investments EOY$10,874,465OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,453,179OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,876LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,714LandBldgEquipAccumDeprecAmt
Land BOY$684LandBOYAmt
Land EOY$162LandEOYAmt
Land EOYFMV$162LandEOYFMVAmt
Total Assets BOY$10,581,573TotalAssetsBOYAmt
Total Assets EOY$11,148,568TotalAssetsEOYAmt
Total Assets EOYFMV$11,727,282TotalAssetsEOYFMVAmt
Other Liabilities BOY$10OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$10TotalLiabilitiesBOYAmt
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$10,581,563RetainedEarningBOYAmt
Retained Earning EOY$11,148,568RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,581,563TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,148,568TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,581,573TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,148,568TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,581,563TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$567,005ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,148,568SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,148,568TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAPITAL GUARDIAN SECURITIESP$348,914$404,487-$55,573-$55,573
CAPITAL GUARDIAN SECURITIESP$2,841,514$2,258,576$582,938$582,938
CAPITAL GAINS DIVIDENDSP$4,047$4,047$4,047
FieldValueIRS element (for citing)
Capital Gain Net Income$531,412CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$645,397AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,783,007NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054774DistributionYr1Rt
Adjusted Qlfy Distri Yr2$629,908AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,437,441NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055074DistributionYr2Rt
Adjusted Qlfy Distri Yr3$518,806AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,708,285NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048449DistributionYr3Rt
Adjusted Qlfy Distri Yr4$493,935AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,831,844NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050238DistributionYr4Rt
Adjusted Qlfy Distri Yr5$475,727AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,018,224NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047486DistributionYr5Rt
Total Distribution0.256021TotalDistributionRt
Average Distribution0.051204AverageDistributionRt
Net Vl Noncharitable Assets$11,336,583NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$580,478AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,048NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$587,526AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$635,554QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,048InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,048SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,048TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,280EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,280TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$2,232OverpaymentAmt
Applied To ES Tax$2,232AppliedToESTaxAmt
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

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$11,248,004AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$261,217AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,509,221TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,509,221AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$172,638CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,336,583NetVlNoncharitableAssetsAmt
Minimum Investment Return$566,829MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$566,829MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,048TaxBasedOnInvestmentIncomeAmt
Total Tax$7,048TotalTaxAmt
Distributable Before Adj$559,781DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$559,781DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$559,781DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$635,554ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$635,554QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,048PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$628,506AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$559,781DistributableAsAdjustedAmt
Undistributed Income PY$321,961UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$635,554QualifyingDistributionsAmt
Applied To Year1$321,961AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$313,593AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$246,188UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

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 (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
ACADEMY OF HOPE
601 EDGEWOOD STWASHINGTONDC20017NONEPUBLIC CHARITYEDUCATION & TRAININGEDUCATION & TRAINING$20,000
ASFEXPONANT PHILANTHROPY
1720 N ST NWWASHINGTONDC20036NONEPUBLIC CHARITYMISCELLANEOUS$1,000
ASIAN AMERICAN LEAD
1029 VERMONT AVEWASHINGTONDC20005NONEPUBLIC CHARITYEDUCATION & TRAINING$20,000
AUSTIN COLLEGE
900 N GRAND AVESHERMANTX75090NONEPRIVATE COLLEGEEDUCATION & TRAINING$100,000
BIMINI ALL AGES SCHOOL
NONEPUBLIC CHARITYEDUCATION & TRAINING$6,121ALICE TOWNBIMINIBF
BROWARD PERF ARTS FOUNDATION
201 SOUTHWEST 5THFT LAUDERDALEFL33312NONEPUBLIC CHARITYARTS & CULTURE$28,850
BYTE BACK
815 MONROE ST NEWASHINGTONDC20017NONEPUBLIC CHARITYEDUCATION & TRAINING$35,500
COLLEGE BOUND
128 M ST NWWASHINGTONDC20001NONEPUBLIC CHARITYEDUCATION & TRAINING$67,373
COMMUNITY FOUNDATION OF BROWARD COUNTY
901 E LAS OLAS BLVDFT LAUDERDALEFL33301NONEPUBLIC CHARITYSOCIAL SERVICESSOCIAL SERVICES$20,000
EDUSEED
1666 K STREET NWWASHINGTONDC20006NONEPUBLIC CHARITYEDUCATION & TRAINING$25,000
FOR THE KIDS INTERNATIONAL
7201 COUNTRYWOODSPRINGFIELDVA22151NONEPUBLIC CHARITYSOCIAL SERVICES$33,000
FREDERICK POLICE ACTIVITY LEAGUE
7101 GUILFORD DRIVEFREDERICKMD21701NONEPUBLIC CHARITYSOCIAL SERVICES$9,750
FUNDING ARTS BROWARD
401 EAST LAS OLASFT LAUDERDALEFL33301NONEPUBLIC CHARITYARTS & CULTURE$2,000
HANDYINC
501 NE 8TH STREETFT LAUDERDALEFL33301NONEPUBLIC CHARITYSOCIAL SERVICES$17,880
HIGHER ACHIEVMENT PROGRAM
317 8TH ST NEWASHINGTONDC200026107NONEPUBLIC CHARITYEDUCATION & TRAINING$50,000
INTERNATIONAL ESSENTIAL TREMOR FOUNDATION
PO BOX 14005LENEXAKS66285NONEPUBLIC CHARITYHEALTH$2,500
JOHN EADER ELEMENTARY SCHOOL
9291 BANNING AVENUEFT LAUDERDALEFL33301NONEPUBLIC SCHOOLEDUCATION & TRAINING$19,262
MUSEUM OF ART FT LAUDERDALE
ONE EAST LAS OLASFT LAUDERDALEFL33301NONEPUBLIC CHARITYARTS & CULTURE$27,500
MUSEUM OF DISCOVERY & SCIENCE
401 SW SECOND STFT LAUDERDALEFL33301NONEPUBLIC CHARITYEDUCATION$502
REEF BALL FOUNDATION
890 HILL STATHENSGA30606NONEPUBLIC CHARITYENVIRONMENT$20,000
SENIOR VOLUNTEER SERVICES
200 ROSEMOUNT AVE NWWASHINGTONDC20019NONEPUBLIC CHARITYSOCIAL SERVICES$30,000
THE KENNEDY CENTER
2700 F ST NWWASHINGTONDC20566NONEPUBLIC CHARITYARTS & CULTURE$69,336
UNIVERSITY OF ROCHESTER
300 E RIVER ROADROCHESTERSNY14627NONEPUBLIC CHARITYARTS & CULTUREEDUCATION EDUCATION ARTS & CULTURE$200
WAMU
400 BRANDYWINE STWASHINGTONDC20016NONEPUBLIC CHARITYARTS & CULTURE$500
YOUNG AT ART CHILDRENS MUSEUM
11584 WEST STATEDAVIEFL33325NONEPUBLIC CHARITYEDUCATION & TRAINING$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$626,274TotalGrantOrContriPdDurYrAmt
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$252,245ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$531,412ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$783,657ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$783,657TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JERRY TAYLORBusinessNameLine1Txt

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$510,517TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyCOMMON STOCKNoncashPropertyDesc
Fair Market Value$510,517FairMarketValueAmt
Received2016-12-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,731Amt
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$668PriorYearDepreciationAmt
Computation Method200DBComputationMethodTxt
Life5.000000000000LifeRt
Current Year Expense$108CurrentYearExpenseAmt
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$3,362,367$3,369,425
CAPITAL GUARDIAN EQUITIESAT COST$7,512,098$8,083,754

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLENOVOCategoryOrItemTxt
Cost Or Other Basis$1,876CostOrOtherBasisAmt
Accumulated Depreciation$1,714AccumulatedDepreciationAmt
Book Value$162BookValueAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$10BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL DUES$1,500$0$0
INVESTMENT FEES$73,305$66,874$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX ON INVESTMENTS$11,971$11,971$0
2016 TAX ON INVESTMENT INCOME$9,280$0$9,280

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