THEODORE R & VIVIAN M JOHNSON SCHOLARSHIP FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE R & VIVIAN M JOHNSON SCHOLARSHIP FOUNDATION INC (EIN 31-1613890)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-02
- IRS object ID
- 201703069349100600
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-02T08:22:11-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141918990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLETON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 LAKEVIEW AVENUE SUITE 1200 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311613890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE R AND VIVIAN M | BusinessNameLine1Txt |
| Business Name Line2 | JOHNSON SCHOLARSHIP FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 5616592005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE NO 810 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD KRAUSE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5616592005 | PhoneNum |
| Signature | 2017-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R TEMPLETON | PreparerPersonNm |
| PTIN | P01957752 | PTIN |
| Phone | 5617989988 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.59.205.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-02 | IPDt |
| IP Tm | 09:21:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9E59C5D40C44763BDA6053FE2B05EC5B372CCB93 | 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 | $158,500,066 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18,781 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,781 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,102,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,102,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,668,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,668,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,668,591 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,266,667 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,266,667 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,056,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,056,194 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $477,410 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $412,870 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $328,092 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $94,200 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $233,892 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $114,307 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,861 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $91,446 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,020 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,020 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,937 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,897 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,040 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $431,674 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $318,248 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $113,426 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $140,101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $140,101 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $94,020 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $94,020 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $193,811 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $48,453 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $145,358 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $13,259 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $13,259 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,581,732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,542,620 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,112 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,432,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,232,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,199,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,022,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,022,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,454,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,232,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,221,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,601,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,823,274 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,165,362 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $753,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $753,544 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $138,825,690 | CorporateStockBOYAmt |
| Corporate Stock EOY | $141,838,809 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $157,746,522 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $139,991,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,592,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $158,500,066 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $139,991,052 | CapitalStockBOYAmt |
| Capital Stock EOY | $142,592,353 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,991,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,592,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,991,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,592,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,991,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,601,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $142,592,353 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,592,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS - K-1S | P | 2016-12-31 | $604,405 | $604,405 | $604,405 |
| CAPITAL GAINS - K-1S | P | 2016-12-31 | $4,426,165 | $4,426,165 | $4,426,165 |
| K-1 - SECTION 1231 | P | 2016-12-31 | $15,265 | $15,265 | $15,265 |
| CAPITAL GAINS - K-1S | P | 2016-12-31 | $3,622,756 | $3,622,756 | $3,622,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,668,591 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,093,273 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $164,088,007 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049323 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,831,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $169,460,787 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046212 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,608,298 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $160,669,146 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047354 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,521,867 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $153,165,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049109 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,070,616 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $155,921,665 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045347 | DistributionYr5Rt |
| Total Distribution | 0.237345 | TotalDistributionRt |
| Average Distribution | 0.047469 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $156,129,204 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,411,297 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $108,233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,519,530 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,221,973 | 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 | $108,233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $108,233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $108,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $155,268 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $155,268 | TotalPaymentsAndCreditsAmt |
| Overpayment | $47,035 | OverpaymentAmt |
| Applied To ES Tax | $47,035 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JSF.BZ | WebsiteAddressTxt |
| Individual With Books | MR RICHARD A KRAUSE | IndividualWithBooksNm |
| Phone | 5616592005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 810 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD KRAUSE | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CFO | 40.00 | $178,990 | $21,479 | $8,635 |
| R MALCOLM MACLEOD | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CHAIRMAN/CEO/PRESIDENT/DIR | 40.00 | $333,683 | $38,442 | $26,101 |
| HUGH BROWN | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | SECRETARY/CONSULTANT/DIREC | 4.00 | $39,598 | $0 | $5,133 |
| SHERRY SALWAY BLACK | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CONSULTANT/DIRECTOR | 2.00 | $39,598 | $0 | $10,100 |
| DAVID RINKER | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 2.00 | $3,333 | $0 | $0 |
| DAVID BLAIKIE | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | CONSULTANT/DIRECTOR | 2.00 | $39,598 | $0 | $3,453 |
| ROBERT KRAUSE | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | TREASURER/DIRECTOR | 2.00 | $13,333 | $0 | $12,801 |
| BEA AWONIYI | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 2.00 | $13,333 | $0 | $3,672 |
| MARJORIE O'MALLEY | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 2.00 | $3,333 | $0 | $2,722 |
| I KING JORDAN | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | DIRECTOR/ VICE PRESIDENT | 4.00 | $39,598 | $0 | $5,961 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SHARON WOOD | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | GRANTS ADMINISTRATOR | 40.00 | $94,105 | $11,292 | $9,112 |
| VICTORIA LACKEY | ||||||||
| 505 S FLAGLER DRIVE STE 810 | WEST PALM BEACH | FL | 33401 | PROGRAM SPECIALIST | 40.00 | $55,000 | $6,600 | $1,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES INC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT ADVISORY | $318,248 |
| SILCHESTER INTERNATIONAL VALUE EQUITY | |||||
| 780 THIRD AVENUE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT ADVISORY | $151,665 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | |||||
| 520 MADISON AVENUE 30TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT ADVISORY | $127,920 |
| ADAGE CAPITAL PARTNERS | |||||
| 200 CLARENDON ST 52ND FLOOR | BOSTON | MA | 02116 | INVESTMENT ADVISORY | $93,001 |
| HARBOUR VEST DOVER STREET | |||||
| ONE FINANCIAL CENTER 44TH FLOOR | BOSTON | MA | 02111 | INVESTMENT ADVISORY | $68,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $157,434,983 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,071,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $158,506,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $158,506,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,377,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $156,129,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,806,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,806,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $108,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $108,233 | TotalTaxAmt |
| Distributable Before Adj | $7,698,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,698,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,698,227 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,221,973 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,221,973 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $108,233 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,113,740 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,698,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,107,981 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,221,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,107,981 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,992 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,584,235 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS SHARON WOOD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 810 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616592005 | RecipientPhoneNum |
| Form And Info And Materials | TYPEWRITTEN LETTERS DETAILING THE EDUCATIONAL PURPOSE THE FUNDS WILL BE USED IN, THE ULTIMATE BENEFICIARIES OF THE FUNDS, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS WILL BE PROVIDED TO INSTITUTIONS FOR EDUCATIONAL-RELATED PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AANIIIH NAKODA COLLEGE | |||||||||||
| PO BOX 159 | HARLEM | MT | 59526 | EDUCATIONAL GRANT | $36,000 | ||||||
| AMERICAN INDIAN COLLEGE FUND | |||||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | EDUCATIONAL GRANT | $91,636 | ||||||
| AMERICAN INDIAN SCIENCE & ENGINEERING SOCIETY | |||||||||||
| 1630 MAIN ST | LONGMONT | CO | 80501 | EDUCATIONAL GRANT | $2,000 | ||||||
| ASSOCIATION ON HIGHER EDUCATION AND DISABILITIES | |||||||||||
| 107 COMMERCE CENTRE DRIVE 204 | HUNTERSVILLE | NC | 28078 | EDUCATIONAL GRANT | $1,500 | ||||||
| BLACKFEET COMMUNITY COLLEGE | |||||||||||
| 504 SE BOUNDRY STREET | BROWNING | MT | 59417 | EDUCATIONAL GRANT | $46,462 | NONE | |||||
| BREVARD COMMUNITY COLLEGE FOUNDATION | |||||||||||
| 3865 N WICKHAM RD | MELBOURNE | FL | 32935 | EDUCATIONAL GRANT | $20,000 | NONE | |||||
| CAPE FUND LP | |||||||||||
| MISSION RELATED GRANT | $93,410 | NONE | 759 SQUARE-VICTORIA | MONTREAL | QUEBEC | CA | |||||
| CHRISTIE FOUNDATION | |||||||||||
| 9857 ST AUGUSTINE RD SUITE 6 | JACKSONVILLE | FL | 32254 | EDUCATIONAL GRANT | $15,000 | NONE | |||||
| COMMUNITY FOUNDATION OF PALM BEACH & MARTIN COUNTIES | |||||||||||
| 700 S DIXIE HIGHWAY STE 200 | WEST PALM BEACH | FL | 33401 | EDUCATIONAL GRANT | $10,000 | NONE | |||||
| CORPORATION FOR ENTERPRISE DEVELOPMENT | |||||||||||
| 751 PARK OF COMMERCE DR 128 | BOCA RATON | FL | 33487 | EDUCATIONAL GRANT | $250 | NONE | |||||
| CUMBERLAND HEALTH CARE FDN | |||||||||||
| EDUCATIONAL GRANT | $15,000 | NONE | 19428 HIGHWAY 2 RR6 | AMHERST | NOVA SCOTIA | CA | |||||
| DALHOUSIE FOUNDATION-DISADVANTAGED | |||||||||||
| EDUCATIONAL GRANT | $82,572 | NONE | PO BOX 15000 | HALIFAX | NOVA SCOTIA | CA | |||||
| DALHOUSIE FOUNDATION-INDIGENOUS | |||||||||||
| EDUCATIONAL GRANT | $82,572 | NONE | PO BOX 15000 | HALIFAX | NOVA SCOTIA | CA | |||||
| EAST STROUDSBERG AREA SCHOOL DISTRICT | |||||||||||
| 50 VINE STREET | EAST STROUDSBERG | PA | 18301 | EDUCATIONAL GRANT | $100 | NONE | |||||
| EAST STROUDSBERG UNIVERSITY FOUNDATION | |||||||||||
| 200 PROSPECT STREET | EAST STROUDSBERG | PA | 18301 | EDUCATIONAL GRANT | $250 | NONE | |||||
| EXPONENT PHILANTHROPHY | |||||||||||
| 1720 N STREET NEW | WASHINGTON | DC | 20036 | GRANT ALLOWABLE PORTION OF MEMBERSHIP IN PROFESSIONAL ORGANIZATIONS | $500 | NONE | |||||
| EYE TO EYE | |||||||||||
| 30 TOMPKINS PLACE | BROOKLYN | NY | 11231 | EDUCATIONAL GRANT | $36,250 | NONE | |||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||
| 2432 MAIN ST 200 | LONGMONT | CO | 80501 | EDUCATIONAL GRANT | $1,000 | NONE | |||||
| FIRST PEOPLE'S FUND | |||||||||||
| PO BOX 2977 | RAPID CITY | SD | 57709 | EDUCATIONAL GRANT | $12,250 | NONE | |||||
| FLAGLER COLLEGE | |||||||||||
| 74 KING ST | ST AUGUSTINE | FL | 32084 | EDUCATIONAL GRANT | $200 | NONE | |||||
| FLORIDA AGRICULTURAL & MECHANICAL UNIVERSITY FNDN | |||||||||||
| 625 E TENNESSEE ST SUITE 100 | TALLAHASSEE | FL | 32308 | EDUCATIONAL GRANT | $6,500 | NONE | |||||
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | |||||||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | EDUCATIONAL GRANT | $25,800 | NONE | |||||
| FLORIDA BAPTIST CHILDREN'S HOME | |||||||||||
| 1015 SIKES BLVD | LAKELAND | FL | 33815 | EDUCATIONAL GRANT | $15,000 | NONE | |||||
| FLORIDA GULF COAST UNIVERSITY | |||||||||||
| 10501 FGCU BLVD | FORT MYERS | FL | 33965 | EDUCATIONAL GRANT | $19,200 | NONE | |||||
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||||||
| UNIVERSITY PARK MARC 531 | MIAMI | FL | 33199 | EDUCATIONAL GRANT | $19,300 | NONE | |||||
| FLORIDA PHILANTHROPIC NETWORK | |||||||||||
| 1211 N WESTSHORE BLVD 314 | TAMPA | FL | 33607 | GRANT ALLOWABLE PORTION OF MEMBERSHIP IN PROFESSIONAL ORGANIZATIONS | $8,000 | NONE | |||||
| FLORIDA POLYTECHNIC UNIVERSITY | |||||||||||
| 4700 RESEARCH WAY | LAKELAND | FL | 33805 | EDUCATIONAL GRANT | $3,200 | NONE | |||||
| FLORIDA SCHOOL FOR THE DEAF & THE BLIND | |||||||||||
| 207 N SAN MARCO AVENUE | ST AUGUSTINE | FL | 32084 | EDUCATIONAL GRANT | $500,000 | NONE | |||||
| FLORIDA STATE UNIVERSITY FOUNDATION | |||||||||||
| 313 WESTCOTT BUILDING | TALLAHASSEE | FL | 32306 | EDUCATIONAL GRANT | $14,800 | NONE | |||||
| FLORIDA STATE UNIVERSITY SYSTEMDISABLED | |||||||||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | EDUCATIONAL GRANT | $475,000 | NONE | |||||
| FOOD & FRIENDS INC | |||||||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | EDUCATIONAL GRANT | $7,500 | NONE | |||||
| FOUNDATION OF SEMINOLE STATE COLLEGE | |||||||||||
| 1055 AAA DRIVE | HEATHROW | FL | 32746 | EDUCATIONAL GRANT | $20,000 | NONE | |||||
| FRIENDS OF THE BEAU SCHOOL FOR THE DEAF INC | |||||||||||
| PO BOX 8625 | SILVER SPRINGS | MD | 209078625 | EDUCATIONAL GRANT | $7,500 | NONE | |||||
| GALLAUDET UNIVERSITY | |||||||||||
| 800 FLORIDA AVENUE NE | WASHINGTON | DC | 20002 | EDUCATIONAL GRANT | $500,000 | NONE | |||||
| GONZAGA UNIVERSITY | |||||||||||
| 502 EAST BOONE AVENUE | SPOKANE | WA | 992580102 | EDUCATIONAL GRANT | $215,000 | NONE | |||||
| GRANTMAKERS FOR EDUCATION | |||||||||||
| 720 SW WASHINGTON ST SUITE 605 | PORTLAND | OR | 97205 | GRANT ALLOWABLE PORTION OF MEMBERSHIP IN PROFESSIONAL ORGANIZATIONS | $1,750 | NONE | |||||
| HARVARD UNIVERSITY | |||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | EDUCATIONAL GRANT | $1,000 | NONE | |||||
| HERITAGE UNIVERSITY | |||||||||||
| 3240 FORT ROAD | TOPPENISH | WA | 98948 | EDUCATIONAL GRANT | $50,000 | NONE | |||||
| INSTITUTE OF AMERICAN INDIAN ART | |||||||||||
| 83 AVAN NUPO ROAD | SANTA FE | NM | 87508 | EDUCATIONAL GRANT | $29,750 | NONE | |||||
| LAKE-SUMTER STATE COLLEGE FOUNDATION | |||||||||||
| 9501 US HWY 441 | LEESBURG | FL | 34788 | EDUCATIONAL GRANT | $10,000 | NONE | |||||
| LANDMARK COLLEGE | |||||||||||
| PO BOX 820 | PUTNEY | VT | 05346 | EDUCATIONAL GRANT | $100,000 | NONE | |||||
| LITTLE BIG HORN COLLEGE | |||||||||||
| 8645 S WEAVER DRIVE | CROW AGENCY | MT | 59022 | EDUCATIONAL GRANT | $48,500 | NONE | |||||
| MARICOPA COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||||||
| 2411 WEST 14TH STREET | TEMPE | AZ | 85281 | EDUCATIONAL GRANT | $68,500 | NONE | |||||
| MARY'S CENTER | |||||||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | EDUCATIONAL GRANT | $7,500 | NONE | |||||
| MASS COLLEGE OF ART & DESIGN FOUNDATION | |||||||||||
| 621 HUNTINGTON AVE | BOSTON | MA | 02115 | EDUCATIONAL GRANT | $15,000 | NONE | |||||
| MOUNT SAINT VINCENT UNIVERSITY | |||||||||||
| EDUCATIONAL GRANT | $7,500 | NONE | 166 BEDFORD HIGHWAY | HALIFAX | NOVA SCOTIA | CA | |||||
| NATIONAL CONGRESS OF AMERICAN INDIANS | |||||||||||
| 1516 P STREET NW | WASHINGTON | DC | 20005 | EDUCATIONAL GRANT | $500 | NONE | |||||
| NATIONAL INDIAN CHILD WELFARE ASSOCIATION | |||||||||||
| 5100 SW MACADAM AVE 300 | PORTLAND | OR | 97239 | EDUCATIONAL GRANT | $1,150 | NONE | |||||
| NEW COLLEGE FOUNDATION | |||||||||||
| 5800 BAY SHORE RD | SARASOTA | FL | 34243 | EDUCATIONAL GRANT | $3,800 | NONE | |||||
| NORTHEASTERN STATE UNIVERSITY FOUNDATION | |||||||||||
| 812 N ADAR AVE | TAHLEQUAH | OK | 74464 | EDUCATIONAL GRANT | $45,000 | NONE | |||||
| NORTHERN ARIZONA UNIVERSITY FOUNDATION INC | |||||||||||
| PO BOX 4094 BLDG 10 OLD MAIN | FLAGSTAFF | AZ | 86011 | EDUCATIONAL GRANT | $189,410 | NONE | |||||
| NORTHWEST INDIAN COLLEGE | |||||||||||
| 2522 KWINA RD | BELLINGHAM | WA | 98226 | EDUCATIONAL GRANT | $64,261 | NONE | |||||
| NORTHWESTERN ONTARIO WOMAN'S CENTRE | |||||||||||
| EDUCATIONAL GRANT | $7,500 | NONE | 184 CAMELOT STREET | THUNDER BAY | ONTARIO | CA | |||||
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||||||
| 400 S MONROE STREET | STILLWATER | OK | 74074 | EDUCATIONAL GRANT | $80,000 | NONE | |||||
| OLMSTED CENTER | |||||||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | EDUCATIONAL GRANT | $50,000 | NONE | |||||
| PADEN CITY FOUNDATION INC | |||||||||||
| PO BOX 233 | PADEN CITY | WV | 26159 | EDUCATIONAL GRANT | $250 | NONE | |||||
| PALM BEACH ATLANTIC UNIVERSITY | |||||||||||
| 1301 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | EDUCATIONAL GRANT | $1,205,000 | NONE | |||||
| PATHWAYS TO EDUCATION CANADA | |||||||||||
| EDUCATIONAL GRANT | $240,000 | NONE | 439 UNIVERSITY AVE 600 | TORONTO | CANADA | CA | M56 IT6 | ||||
| PERKINS | |||||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | EDUCATIONAL GRANT | $75,000 | NONE | |||||
| PROVIDENCE-ST MEL SCHOOL | |||||||||||
| 119 SOUTH CENTRAL PARK AVENUE | CHICAGO | IL | 60624 | EDUCATIONAL GRANT | $100,000 | NONE | |||||
| SANTA FE COLLEGE | |||||||||||
| 3000 NW 83 STREET | GAINESVILLE | FL | 32606 | EDUCATIONAL GRANT | $19,000 | NONE | |||||
| SCHOLARSHIP AMERICA | |||||||||||
| 4960 VIKING DRIVE STE 110 | EDINA | MN | 554355314 | EDUCATIONAL GRANT | $1,297,813 | NONE | |||||
| STETSON UNIVERSITY | |||||||||||
| 421 N WOODLAND BLVD | DELAND | FL | 32723 | EDUCATIONAL GRANT | $15,000 | NONE | |||||
| TAKE STOCK IN CHILDREN - COLLEGE FOR KIDS | |||||||||||
| 1896 PALM BEACH LAKES BLVD STE 103 | WEST PALM BEACH | FL | 33409 | EDUCATIONAL GRANT | $297,500 | NONE | |||||
| THE KING'S ACADEMY | |||||||||||
| 8401 BELVEDERE ROAD | WEST PALM BEACH | FL | 33411 | EDUCATIONAL GRANT | $2,500 | NONE | |||||
| THE SCHOOL DISTRICT OF PALM BEACH COUNTY | |||||||||||
| 1790 NW SPANISH RIVER BLVD | BOCA RATON | FL | 33431 | EDUCATIONAL GRANT | $78,000 | NONE | |||||
| THUNDER BAY COMMUNITY FOUNDATION | |||||||||||
| EDUCATIONAL GRANT | $7,500 | NONE | 101 SYNDICATE AVE N 312 | THUNDER BAY | ONTARIO | CA | |||||
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION-DISABLED | |||||||||||
| 12424 RESEARCH PARKWAY SUITE 250 | ORLANDO | FL | 32826 | EDUCATIONAL GRANT | $222,500 | NONE | |||||
| UNIVERSITY OF FLORIDA FOUNDATION-DISABLED | |||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32603 | EDUCATIONAL GRANT | $14,900 | NONE | |||||
| UNIVERSITY OF FLORIDA FOUNDATION-DISADVANTAGED | |||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | EDUCATIONAL GRANT | $200,000 | NONE | |||||
| UNIVERSITY OF NEW MEXICO FOUNDATION | |||||||||||
| 200 COLLEGE ROAD | GALLUP | NM | 87301 | EDUCATIONAL GRANT | -$313 | NONE | |||||
| UNIVERSITY OF NORTH FLORIDA FOUNDATION | |||||||||||
| 1 UNF DRIVE BLDG 58 E SUITE 2309 | JACKSONVILLE | FL | 32216 | EDUCATIONAL GRANT | $9,200 | NONE | |||||
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION-DISABLED | |||||||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | EDUCATIONAL GRANT | $14,000 | NONE | |||||
| UNIVERSITY OF WEST FLORIDA | |||||||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | EDUCATIONAL GRANT | $2,307 | NONE | |||||
| VALENCIA STATE COLLEGE FOUNDATION | |||||||||||
| 1768 PARK CENTER DRIVE | ORLANDO | FL | 32835 | EDUCATIONAL GRANT | $50,000 | NONE | |||||
| WHEELCHAIRS FOR NIGERIA | |||||||||||
| 1542 PALM AVE SW | SEATLE | WA | 98116 | DIRECTOR MATCHING GRANT | $7,500 | NONE | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,022,530 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,781 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,102,155 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,266,667 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $8,668,591 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,387,603 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,668,591 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,056,194 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TEMPLETON & COMPANY, LLP | CategoryTxt |
| Amt | $37,937 | Amt |
| Net Investment Income | $1,897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,040 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITED STATES EQUITIES | $18,080,129 | $31,180,996 |
| NON-UNITED STATES EQUITIES | $37,688,327 | $33,078,779 |
| ALTERNATIVE NON MARKETABLE EQUITY ENTITIES | $23,133,577 | $25,204,414 |
| PRIVATE EQUITY ENTITIES AND VENTURE CAPITAL | $13,757,425 | $18,798,436 |
| INFLATION PROTECTION MANAGERS | $15,513,616 | $20,551,823 |
| FIXED INCOME | $33,665,735 | $28,932,074 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,020 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,020 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL ASSOCIATIONS | $2,250 | $0 | $2,250 |
| OFFICE EXPENSES | $30,918 | $0 | $30,918 |
| INSURANCE | $5,944 | $0 | $5,944 |
| PORTFOLIO DEDUCTIONS FROM K-1'S | $852,646 | $852,646 | $0 |
| OTHER DEDUCTIONS FROM K-1'S | $302,997 | $302,997 | $0 |
| INVESTMENT EXPENSE FROM K-1'S | $163,182 | $163,182 | $0 |
| ROYALTY EXPENSES FROM K-1'S | $223,795 | $223,795 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME FROM K-1'S | $257,026 | $257,026 | $257,026 |
| ROYALTY INCOME FROM K-1'S | $446,837 | $446,837 | $446,837 |
| EXCISE TAX REFUND | $62,832 | $62,832 | $62,832 |
| ORDINARY INCOME | $499,972 | $499,972 | $499,972 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $431,674 | $318,248 | $113,426 |
| ROUNDING | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1S FOREIGN TAXES | $114,378 | $114,378 | $0 |
| TAXES | $25,723 | $25,723 | $0 |
Comments