SOUDER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOUDER FAMILY FOUNDATION INC (EIN 39-1560019)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349102944
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- 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 | 2025-11-12T15:08:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SE 2ND STREET SUITE 1700 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391560019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Souder Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NORTHERN TRUST COMPANY | InCareOfNm |
| Business Name Control | SOUD | BusinessNameControlTxt |
| Phone | 3126306000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 803878 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susanna J Souder | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3126306000 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN JOHN SPRADLIN | PreparerPersonNm |
| PTIN | P01593156 | PTIN |
| Phone | 3053818000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,306,715 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $690,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $690,596 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,869,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,512,517 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,869,099 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $83,759 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83,759 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,643,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,643,454 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $214,960 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $214,960 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $56 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $56 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,538 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51,538 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $393 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $393 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $270,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $270,197 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,511,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,511,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,781,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $270,197 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,511,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $862,257 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,373,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $783,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $528,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $528,770 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,903,494 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,980,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,517,267 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,732,107 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,646,070 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,418,915 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $415,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $377,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,841,763 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,834,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,532,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,306,715 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,834,254 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,532,707 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,834,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,532,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,834,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,532,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,834,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $862,257 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,696,511 | SubtotalAmt |
| Other Decreases | $163,804 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,532,707 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES: SHORT TERM | P | 2024-01-01 | 2024-12-31 | $1,328,693 | $1,515,446 | -$183,174 | -$186,753 |
| PUBLICLY TRADED SECURITIES: LONG TERM | P | 2023-01-01 | 2024-12-31 | $6,183,824 | $4,592,189 | $1,594,002 | $1,591,635 |
| FROM PARTNERSHIP | 2023-01-01 | 2024-12-31 | $457,030 | $0 | $457,030 | $457,030 | |
| CAPITAL GAIN DISTRIBUTIONS | $1,241 | $1,241 | $1,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,869,099 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,988 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,988 | SubtotalAmt |
| Tax Based On Investment Income | $32,988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,696 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $40,696 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,708 | OverpaymentAmt |
| Applied To ES Tax | $7,708 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F SOUDER JR | ||||||||
| 600 BRICKELL AVE | MIAMI | FL | 33131 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SUSANNA J SOUDER | ||||||||
| 600 BRICKELL AVE | MIAMI | FL | 33131 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ERIC J VAINDER | ||||||||
| 600 BRICKELL AVE | MIAMI | FL | 33131 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BLAIR & COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WADAMS ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT | ServiceTypeTxt |
| Compensation | $154,637 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,971,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $656,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,845,129 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,472,964 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,472,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $487,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,985,870 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,599,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,599,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,988 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,988 | TotalTaxAmt |
| Distributable Before Adj | $1,566,306 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,566,306 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,566,306 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,511,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,511,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,566,306 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,141,584 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,511,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,141,584 | AppliedToYear1Amt |
| Applied To Current Year | $369,416 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,196,890 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSANNA JSOUDER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Achievement Centers for Children & Families | |||||||
| 555 NW 4th Street | Delray Beach | FL | 33444 | NONE | PC | In support of annual giving | $5,000 |
| Bethesda Hospital Foundation | |||||||
| 2815 South SeaCrest Blvd | Boyton Beach | FL | 33435 | NONE | PC | In support of annual giving | $40,000 |
| Boys and Girls Clubs of Palm Beach County | |||||||
| 800 Northpoint Parkway suite 204 | West Palm Beach | FL | 33407 | NONE | PC | In support 2024 Heart to Heart Dinner | $10,000 |
| CRC Recovery Foundation | |||||||
| 309 NE 1st St | Delray Beach | FL | 33445 | NONE | PC | In support of annual giving | $2,000 |
| Evans Scholars Foundation | |||||||
| One Briar Road | Golf | IL | 60029 | NONE | PC | In support of annual giving | $350,000 |
| First Presbyterian Church of Delray Beach | |||||||
| 33 Gleason Street | Delray Beach | FL | 33483 | NONE | PC | In support of annual giving | $130,000 |
| First Presbyterian Church of Delray Beach - music | |||||||
| 33 Gleason Street | Delray Beach | FL | 33483 | NONE | PC | In support of the music fund. | $45,000 |
| First Presbyterian Church of Harbor Springs | |||||||
| 7940 Cemetery Road | Harbor Springs | FL | 49740 | NONE | PC | In support of annual giving | $10,000 |
| Florida Coalition of Prevention | |||||||
| 4600 N Ocean Blvd Suite 102 | Ocean Ridge | FL | 33435 | NONE | PC | In support of annual giving | $2,000 |
| From The Heart Productions | |||||||
| 1013 Harbor Blvd 53 | Oxnard | CA | 93035 | NONE | PC | That Old Beautiful Love | $1,000 |
| Gulf Stream School | |||||||
| 3600 Gulf Stream Road | Gulfstream | FL | 33483 | NONE | PC | In support of annual giving | $5,000 |
| Hanley Foundation | |||||||
| 101 Northpoint Parkway | West Palm Beach | FL | 33407 | NONE | PC | Access to Care | $5,000 |
| Harbor Hall Foundation | |||||||
| 704 Emmet Street | Petoskey | MI | 49770 | NONE | PC | In support of annual giving | $6,000 |
| Harbor Springs Area Historical Society | |||||||
| 349 E Main Street PO Box 812 | Harbor Springs | MI | 49740 | NONE | PC | In support of annual giving | $5,000 |
| Harbor Springs Library | |||||||
| 206 Spring Street | Harbor Springs | MI | 49740 | NONE | PC | In support of annual giving | $3,000 |
| Humane Society of Harbor Springs | |||||||
| 1300 West Conway Road | Harbor Springs | MI | 49740 | NONE | PC | In support of annual giving | $2,500 |
| Little Traverse Conservancy | |||||||
| 3264 Powell Road | Harbor Springs | IL | 49740 | NONE | PC | In support of annual giving | $10,000 |
| McLaren Northern Michigan Hospital | |||||||
| 360 Connable Ave | Petoskey | MI | 49770 | NONE | PC | In support of annual giving | $25,000 |
| Michigan State University | |||||||
| 535 Chestnut Road Rm 360 | East Lansing | MI | 48824 | NONE | PC | In support of annual giving | $1,000 |
| Millbrook School | |||||||
| 131 Millbrook School Road | Millbrook | NY | 12545 | NONE | PC | In support of annual giving | $275,000 |
| Paul's Place | |||||||
| 188 South Swinton Ave | Delray Beach | FL | 33444 | NONE | PC | In support of annual giving | $2,500 |
| Petoskey Harbor Springs Area Community Foundation | |||||||
| 616 Petoskey Street Suite 203 | Petoskey | MI | 49770 | NONE | PC | In support of annual giving | $3,000 |
| Red Arrow Camp Foundation | |||||||
| PO BOX 180602 | Delafield | WI | 53081 | NONE | PC | In support of annual giving | $300,000 |
| Salisbury School | |||||||
| 251 Canaan Raod | Salisbury | CT | 06068 | NONE | PC | In support of annual giving | $70,000 |
| Shedd Aquarium | |||||||
| 1200 South Lake Shore Drive | Chicago | IL | 60605 | NONE | PC | In support of annual giving | $100,000 |
| Shirley Ryan Ability Lab - Institute's Scuba Progr | |||||||
| Sandra Miller Director of Advancem | Chicago | IL | 60611 | NONE | PC | In support of annual giving | $75,000 |
| Society of the Four Arts | |||||||
| Four Arts Plaza Palm Beach Fl 3348 | Palm Beach | FL | 33480 | NONE | PC | In support of annual giving | $1,000 |
| To Write Love on Her Arms | |||||||
| TWLOHA PO Box 2203 | Melbourne | FL | 32902 | NONE | PC | In support of annual giving | $2,000 |
| Wayside House | |||||||
| 378 NE Sixth Avenue | Delray Beach | FL | 33483 | NONE | PC | In support of annual giving | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,511,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $690,596 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 32 | ExclusionCd |
| Exclusion | $83,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,869,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,643,454 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,643,454 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,646,070 | EOYBookValueAmt |
| EOYFMV | $3,418,915 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $15,980,367 | EOYBookValueAmt |
| EOYFMV | $26,517,267 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| EOY Book Value | $377,500 | EOYBookValueAmt |
| EOYFMV | $2,841,763 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST ADJUSTMENT | Desc |
| Amt | $163,804 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $393 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $393 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $83,759 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $83,759 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $60,323 | $60,323 | $0 | $0 |
| MANAGEMENT FEE | $154,637 | $154,637 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX | $38,920 | $38,920 | $0 | $0 |
| FOREIGN TAX | $12,618 | $12,618 | $0 | $0 |
Comments