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GERTRUDE E SKELLY CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
GERTRUDE E SKELLY CHARITABLE FOUNDATION (EIN 65-6085406)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-22
IRS object ID
201702379349100300
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)
Return2017-08-22T09:18:08-00:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Stacey L Wood CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16501 Congress Avenue Suite 100AddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN656085406EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Gertrude E Skelly Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGERTBusinessNameControlTxt
Phone5612761008PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14600 N Ocean Boulevard Room 206AddressLine1Txt
CityBoynton BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonErik JOhPersonNm
Person TitleCoTrusteePersonTitleTxt
Signature2017-08-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStacey L Wood CPAPreparerPersonNm
Phone5617400115PhoneNum
Preparation2017-08-22PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.154.216.80IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-24IPDt
IP Tm12:59:14IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCCCCC2AE718A3367C6D0A610F6A4D924CF495D05AtSubmissionCreationDeviceId
At Submission Filing Device IdCCCCC2AE718A3367C6D0A610F6A4D924CF495D05AtSubmissionFilingDeviceId
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$15,707,266FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$49,976InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49,976InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$300,117DividendsRevAndExpnssAmt
Dividends Net Invst Incm$300,117DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,659,234NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,054,506GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,281CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,009,327TotalRevAndExpnssAmt
Total Net Invst Incm$372,374TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$261,050CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$130,525CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$130,525CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,400AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,408TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,408TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$15,935TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,594TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$14,342TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,990OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,962OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$288,783TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$137,955TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$150,829TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$730,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$730,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,018,783TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$137,955TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$880,829TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,990,544ExcessRevenueOverExpensesAmt
Net Investment Income$234,419NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,076CashBOYAmt
Cash EOY$211CashEOYAmt
Cash EOYFMV$211CashEOYFMVAmt
Sav And Temp Cash Invst BOY$691,568SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,102,347SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,102,347SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,499,873USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,368,578USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,362,205USGovtObligationsEOYFMVAmt
Corporate Stock BOY$9,368,583CorporateStockBOYAmt
Corporate Stock EOY$11,230,497CorporateStockEOYAmt
Corporate Stock EOYFMV$11,432,366CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,910,869CorporateBondsBOYAmt
Corporate Bonds EOY$763,728CorporateBondsEOYAmt
Corporate Bonds EOYFMV$800,728CorporateBondsEOYFMVAmt
Other Assets BOY$9,257OtherAssetsBOYAmt
Other Assets EOY$9,409OtherAssetsEOYAmt
Other Assets EOYFMV$9,409OtherAssetsEOYFMVAmt
Total Assets BOY$13,484,226TotalAssetsBOYAmt
Total Assets EOY$15,474,770TotalAssetsEOYAmt
Total Assets EOYFMV$15,707,266TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$13,481,226CapitalStockBOYAmt
Capital Stock EOY$15,471,770CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$13,481,226TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,471,770TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,484,226TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,474,770TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,481,226TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,990,544ExcessRevenueOverExpensesAmt
Subtotal$15,471,770SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,471,770TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$22,281CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$889,693AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,555,672NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.057194DistributionYr1Rt
Adjusted Qlfy Distri Yr2$858,480AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,725,093NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.051329DistributionYr2Rt
Adjusted Qlfy Distri Yr3$889,281AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,579,442NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.057080DistributionYr3Rt
Adjusted Qlfy Distri Yr4$904,391AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,970,315NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.060412DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,027,829AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,440,134NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.066569DistributionYr5Rt
Total Distribution000.292584TotalDistributionRt
Average Distribution000.058517AverageDistributionRt
Net Vl Noncharitable Assets$15,376,190NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$899,769AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,344NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$902,113AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$880,829QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,688InvestmentIncomeExciseTaxAmt
Subtotal$4,688SubtotalAmt
Tax Based On Investment Income$4,688TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,296EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,296TotalPaymentsAndCreditsAmt
Original Return Tax Paid$5,296OriginalReturnTaxPaidAmt
Overpayment$608OverpaymentAmt
Applied To ES Tax$608AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNoneWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Suntrust Banks IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4072374500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 S Orange AvenueAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Suntrust Bank S Florida
300 S Orange AvenueOrlandoFL32801Trustee008.00$130,525
Erik E Joh PA
4600 N OceanBoynton BeachFL33435Trustee030.00$130,525

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,610,070AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$275AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,610,345TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,610,345AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$234,155CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,376,190NetVlNoncharitableAssetsAmt
Minimum Investment Return$768,810MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$768,810MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,688TaxBasedOnInvestmentIncomeAmt
Total Tax$4,688TotalTaxAmt
Distributable Before Adj$764,122DistributableBeforeAdjAmt
Distributable Before Ded$764,122DistributableBeforeDedAmt
Distributable As Adjusted$764,122DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$880,829ExpensesAndContributionsAmt
Qualifying Distributions$880,829QualifyingDistributionsAmt
Adjusted Qualifying Distri$880,829AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$764,122DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$263,548ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$159,837ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$115,331ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,162ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$117,205ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$702,083TotalExcessDistributionCyovAmt
Qualifying Distributions$880,829QualifyingDistributionsAmt
Applied To Current Year$764,122AppliedToCurrentYearAmt
Remaining Distri From Corpus$116,707RemainingDistriFromCorpusAmt
Total Corpus$818,790TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$263,548ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$555,242ExcessDistriCyovToNextYrAmt
Excess From Year4$159,837ExcessFromYear4Amt
Excess From Year3$115,331ExcessFromYear3Amt
Excess From Year2$46,162ExcessFromYear2Amt
Excess From Year1$117,205ExcessFromYear1Amt
Excess From Current Year$116,707ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGE Skelly FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14600 N Ocean BoulevadAddressLine1Txt
CityBoynton BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33435ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5612761008RecipientPhoneNum
Recipient Email Addressejohhhk.comRecipientEmailAddressTxt
Form And Info And MaterialsSubmit on organizations letterhead the details of the organizations purpose and function and the methods utilized to accomplish the objectives.FormAndInfoAndMaterialsTxt
Submission DeadlinesJune 30th of each yearSubmissionDeadlinesTxt
Restrictions On AwardsAwards are granted only to qualified charitable organizations that directly provide services or scholarships.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Center for Technology and Innovation
2214 Rock Hill RoadHerndonVA20170Scholarships$15,000
Amkids
5915 Benjamin Center DriveTampaFL33634Addl Mental Health Services$15,000
Arthur R Marshall Foundation
1028 N Federal HighwayLake WorthFL33460Teacher and Student Scholarships$5,000
Binghampton University
PO Box 6005BinghamtonNY13902Programs$15,000
Boggy Creek Gang
30500 Brantley Branch RoadEustisFL32736Camp Scholarships/Supplies$10,000
Broward College Foundation Inc
110 East Broward BlvdFt LauderdaleFL33301Emergency Scholarship Fund$15,000
Caridad Center
8645 W Boynton Beach BlvdBoynton BeachFL33472Vision Program$10,000
Childrens Aid and Family Services
200 Robin RoadParamusNJ07652Medically Needy Foster Care Program$25,000
Florida Hospital Foundation
650 E Rollins StreetOrlandoFL32803Nursing Emergency Fund$15,000
FIU
11200 SW 8th StreetMiamiFL33199Nursing Scholarship Program$15,000
Frontier Nursing University
195 School StreetHydenKY41749Scholarships$10,000
Georgia Health Sciences Foundation
987 St Sebatian WayAugustaGA30912Support for Success Fund$10,000
Harbor Branch Oceanographic
5600 US 1 NorthFt PierceFL34946Scholars Program$15,000
Hartwick College
1 Hartwick DriveOneontaNY13820Scholarships$10,000
Illinois State Univ Foundation
Campus Box 5810NormalIL61790Nursing Scholarships$10,000
Marshall University Foundation
519 John Marshall DriveHuntingtonWV25703Scholarships$15,000
Meharry Medical COllege
1005 Dr DB Todd Jr BlvdNashvilleTN37208Student Emergency fund$15,000
New Opportunity School for Women Foundation
204 Chestnut StreetBereaKY40403Scholarships$20,000
North Dallas Shared Ministries
2875 Merrell RoadDallasTX75229Prescription Medications Lab Supply$10,000
Palm Beach Habilitation Center
4522 S Congress AvenueLake WorthFL33461Food Service Employment Training$10,000
Palm Beach State College Foundation
4200 Congress AvenueLake WorthFL33461Student Scholarships$10,000
Providence St Medical School
119 S Central Park BlvdChicagoIL60624Student Scholarships$30,000
Quinnipiac University
275 Mount Carmel AvenueHamdenCT06518Student Scholarships$20,000
Robert Wesleyan College
2301 Westside DriveRochesterNY14624Student Scholarships$10,000
Smithsonian Institute
PO Box 37012 MRC 310WashingtonDC20013Innovation in Aerospace Solar Power$30,000
South Florida Wildlife Center
3200 SW 4th AvenueFt LauderdaleFL33315Intern/Extern Program$10,000
St Catherine University
2004 Randolph AvenueSt PaulMN55105Access Success Emergency Grant$10,000
University of Alabama at Birmingham
NB204BirminghamAL352942 Simulation Mannequins - Adv and HF$15,000
University of Mass Dartmouth Foundation
285 Old Westport RoadDartmouthMA02747Scholarships$15,000
University of New Mexico Foundation
MSC 09 5360 U of NMAlbuquerqueNM87131Student Emergency Fund$15,000
Ursuline College
2550 Lander RoadPepper PikeOH44124Emergency Nursing Scholarships$10,000
Volunteers in Medicine Clinic
41 E Duval StreetJacksonvilleFL32202Volunteeer in Medicine clinic$20,000
VSA Arts of Florida
2728 Lake Worth RoadLake WorthFL33461Drama/Dance Residencies Com Theatre$8,000
Wayne State University
42 W Warren AvenueDetroitMI48202Scholarships$10,000
Women of Tomorrow Mentor
22 East Flagler StreetMiamiFL33130Mentoring Programs$10,000
Young Womens Christian Assoc of Princeton
59 Paul Robeson PlacePrincetonNJ08540ESF Literacy Initiative$15,000
FAU Foundation
PO Box 3091Boca RatonFL33431Doctoral Nursing Student Stipend$20,000
Indian River State
3209 Virginia AvenueFt PierceFL34981Science Scholarships$10,000
South Florida Science Center and Aquarium
4801 Dreher Trail NWest Palm BeachFL33405Health Science in Motion$20,000
Springfield Medical Care Systems Inc
25 Ridgewood RoadSpringfieldVT05156Medical Programs$5,000
University of Arkansas Foundation
4301 W Markham StreetLittle RockAR72205DNP Scholarships$20,000
Univ of Arkansas Foundation Angel
4301 W Markham StreetLittle RockAR72205Scholarships$27,000
UCF Foundation
4000 Central Fl BlvdOrlandoFL32816Emergency Grant Fund$20,000
USF Foundation
4202 E Fowler AvenueTampaFL33620Nursing Students Emergency Fund$15,000
University of Washington School of Nursing
Northeast SeattleSeattleWA98195Scholarships$10,000
Parent to Parent of the Treasure Coast
7990 SW 117th AvenueMiamiFL33183Student Scholarships$10,000
UND Foundation
PO Box 9025Grand ForksND58202Nursing Scholarship RAIN/Emerg Fund$30,000
UND Foundation
PO Box 9025Grand ForksND58202Scholarships$10,000
Alice Lloyd College
100 Purpose RoadPippa PassesKY41844Scholarship$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$730,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,976ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$300,117ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,659,234ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,009,327ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,009,327TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$4,400Amt
Net Investment Income$4,400NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
Suntrust-Publicly Traded Holdings2016-012016-12$52,235$54,597-$1,256
Suntrust-Publicly Traded Holdings2015-012016-12$110,452$141,654-$24,191
Suntrust-Publicly Traded Holdings2016-012016-12$882,726$795,634$87,092
Suntrust-Publicly Traded Holdings2015-012016-12$2,417,043$1,809,952$607,091
Suntrust-Publicly Traded Holdings2016-122016-12$4,650$4,733
Suntrust-Publicly Traded Holdings2016-122016-12$2,237,547$2,146,367$91,180
Suntrust-Publicly Traded Holdings2015-122016-12$8,327,572$6,450,535$1,877,037

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate Bonds-VariousBondNm
EOY Book Value$763,728EOYBookValueAmt
EOYFMV$800,728EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Common Stocks-Various$401,863$451,629
Mutual Fund Equities-Various$10,828,634$10,980,737

Legal Fees Schedule LegalFeesSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPrepaid Income TaxesDesc
BOY Book Value$9,257BOYBookValueAmt
EOY Book Value$9,409EOYBookValueAmt
EOYFMV$9,409EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Subscriptions$221$221
Computer Software Supplies$5,491$5,491
Miscellaneous$278$250$28

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRefundable DepositDesc
BOY Book Value$3,000BOYBookValueAmt
EOY Book Value$3,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$1,408Amt
Net Investment Income$1,408NetInvestmentIncomeAmt

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