BETA

GERTRUDE E SKELLY CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GERTRUDE E SKELLY CHARITABLE FOUNDATION (EIN 65-6085406)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-09-11
IRS object ID
201642789349100109
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-09-11T01:15:39-00:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-09-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStacey L Wood CPAPreparerPersonNm
Phone5617400115PhoneNum
Preparation2016-09-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,535,830FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$67,053InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$67,053InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$265,790DividendsRevAndExpnssAmt
Dividends Net Invst Incm$265,790DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$697,650NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,673,990GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,218CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,030,493TotalRevAndExpnssAmt
Total Net Invst Incm$423,061TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$270,832CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$135,416CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$135,416CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,774LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,774LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,193AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,193AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$15,425TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15,425TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$14,174TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,417TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$12,757TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,563OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$42OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,520OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$311,961TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$158,267TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$153,693TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$736,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$736,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,047,961TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$158,267TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$889,693TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,468ExcessRevenueOverExpensesAmt
Net Investment Income$264,794NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,510CashBOYAmt
Cash EOY$4,076CashEOYAmt
Cash EOYFMV$4,076CashEOYFMVAmt
Sav And Temp Cash Invst BOY$448,819SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$691,568SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$691,568SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,092,439USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,499,873USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,490,510USGovtObligationsEOYFMVAmt
Corporate Stock BOY$9,628,193CorporateStockBOYAmt
Corporate Stock EOY$9,368,583CorporateStockEOYAmt
Corporate Stock EOYFMV$11,425,811CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,329,733CorporateBondsBOYAmt
Corporate Bonds EOY$1,910,869CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,914,608CorporateBondsEOYFMVAmt
Other Assets EOY$9,257OtherAssetsEOYAmt
Other Assets EOYFMV$9,257OtherAssetsEOYFMVAmt
Total Assets BOY$13,501,694TotalAssetsBOYAmt
Total Assets EOY$13,484,226TotalAssetsEOYAmt
Total Assets EOYFMV$15,535,830TotalAssetsEOYFMVAmt
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$13,498,694CapitalStockBOYAmt
Capital Stock EOY$13,481,226CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$13,498,694TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,481,226TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,501,694TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,484,226TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,498,694TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,468ExcessRevenueOverExpensesAmt
Subtotal$13,481,226SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,481,226TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$90,218CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$858,480AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,725,093NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.051329DistributionYr1Rt
Adjusted Qlfy Distri Yr2$889,281AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,579,442NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.057080DistributionYr2Rt
Adjusted Qlfy Distri Yr3$904,391AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,970,315NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.060412DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,027,829AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,440,134NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.066569DistributionYr4Rt
Adjusted Qlfy Distri Yr5$985,883AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,519,475NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.063526DistributionYr5Rt
Total Distribution000.298916TotalDistributionRt
Average Distribution000.059783AverageDistributionRt
Net Vl Noncharitable Assets$15,555,672NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$929,965AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,648NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$932,613AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$889,693QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,296InvestmentIncomeExciseTaxAmt
Subtotal$5,296SubtotalAmt
Tax Based On Investment Income$5,296TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,705EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$14,705TotalPaymentsAndCreditsAmt
Original Return Tax Paid$14,705OriginalReturnTaxPaidAmt
Overpayment$9,409OverpaymentAmt
Applied To ES Tax$5,296AppliedToESTaxAmt
Refund$4,113RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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$135,416
Erik E Joh PA
4600 N OceanBoynton BeachFL33435Trustee030.00$135,416

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$15,789,014AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,546AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,792,560TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,792,560AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$236,888CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,555,672NetVlNoncharitableAssetsAmt
Minimum Investment Return$777,784MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$777,784MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,296TaxBasedOnInvestmentIncomeAmt
Total Tax$5,296TotalTaxAmt
Distributable Before Adj$772,488DistributableBeforeAdjAmt
Distributable Before Ded$772,488DistributableBeforeDedAmt
Distributable As Adjusted$772,488DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$889,693ExpensesAndContributionsAmt
Qualifying Distributions$889,693QualifyingDistributionsAmt
Adjusted Qualifying Distri$889,693AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$772,488DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$216,341ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$263,548ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$159,837ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$115,331ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$46,162ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$801,219TotalExcessDistributionCyovAmt
Qualifying Distributions$889,693QualifyingDistributionsAmt
Applied To Current Year$772,488AppliedToCurrentYearAmt
Total Corpus$801,219TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$216,341ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$584,878ExcessDistriCyovToNextYrAmt
Excess From Year4$263,548ExcessFromYear4Amt
Excess From Year3$159,837ExcessFromYear3Amt
Excess From Year2$115,331ExcessFromYear2Amt
Excess From Year1$46,162ExcessFromYear1Amt

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 (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Alice Lloyd College
100 Purpose RoadPippa PassesKY41844Scholarship$30,000
Amikids Inc
5915 Benjamin Center DriveTampaFL33634Addtl Mental Heath Services$15,000
Arthur R Marshell Jr Foundation
1028 N Federal HighwayLake WorthFL33460Teacher and Student Scholarships$10,000
Binghamton University
PO Box 6005BinghamtonNY13902Programs$10,000
Broward College Foundation Inc
110 East Broward BlvdFt LauderdaleFL33301Emergency Scholarship Fund$14,500
Caridad Center Inc
8645 W Boynton Beach BlvdBoynton BeachFL33472Vision Program$10,000
Children's Aid & Family Services Inc
200 Robin RoadParamusNJ07652Medically Needy Foster Care Program$25,000
Colby-Sawyer College
541 Main StreetNew LondonNH03257Nursing Scholarships$50,000
Conway Interfaith Clinic Inc
830 N Creek DriveConwayAR72032Medical and Dental Services Program$10,000
Cumberland University
One Cumberland SquareLebanonTN37087Nursing Scholarships$5,000
Florida Atlantic University
PO Box 3091Boca RatonFL33431Doctoral Nursing Student Stipend$30,000
Florida Hospital Foundation
650 E Rollins StreetOrlandoFL32803Nursing Emergency Fund$15,000
Florida International University
11200 SW 8th StreetMiamiFL33199Nursing Scholarship Program$20,000
Georgia Health Sciences University
987 St Sebatian WayAugustaGA30912Support for Success Fund$10,000
Harbor Branch
5600 US 1 NorthFt PierceFL34946Scholars Program$15,000
Illinois State University
Campus Box 5810NormalIL61790Nursing Scholarships$10,000
Indian River State College
3209 Virginia AveFt PierceFL34981Science Scholarships$10,000
Max Planck Florida Foundation
One Max Planck WayJupiterFL334582015 MP Scholars Program$10,000
Meharry Medical College
1005 Dr DB Todd Jr BlvdNashvilleTN37208Student Emergency Fund$15,000
New Opportunity School for Women
204 Chestnut StreetBereaKY40403Scholarships$20,000
North Dallas Shared Ministries
2875 Merrell RoadDallasTX75229Prescription Medications, Lab Supply$10,000
Palm Beach Habilitation Center
4522 S Congress AveLake WorthFL33461Food Service Employment Training$10,000
Palm Beach State College
4200 Congress AveLake WorthFL33461Student Scholarships$10,000
Parent to Parent
7990 SW 117th AveMiamiFL33183Student Scholarships$10,000
Providence St Medical School
119 S Central Park BlvdChicagoIL60624Student Scholarships$30,000
Quinnipiac University
275 Mount Carmel AveHamdenCT06518Student Scholarships$10,000
Roberts Wesleyan College
2301 Westside DrRochesterNY14624Student Scholarships$10,000
SB Idea Inc
629 West DriveDelray BeachFL33445Literacy Programs$15,000
Smithsonian Institution
PO Box 37012 MRC 310WashingtonDC20013Innovation in Aerospace Solar Power$20,000
South Florida Science Center & Aquarium
4801 Dreher Trail NWest Palm BeachFL33405Health Science in Motion$30,000
South Florida Wildlife Center
3200 SW 4th AveFt LauderdaleFL33315Intern/Extern Program$10,000
Springfield Medical Care Systems Inc
25 Ridgewood RoadSpringieldVT05156Medical Programs$5,000
St Catherine University
2004 Randoph AveSt PaulMN55105Access Success Emergency Grant$5,000
The Boggy Creek Gang Inc
30500 Brantley Branch RoadEustisFL32736Camp Scholarships/Supplies$5,000
The Women of Tomorrow
22 East Flagler StreetMiamiFL33131Metoring Programs$10,000
University of Alabama
NB204BirminghamAL352942 Simulation Mannequins - Adv and HF$15,000
University of Arkansas
4301 W Markham StreetLittle RockAR72205DNP Scholarships$40,000
University of Central Florida
4000 Central FL BlvdOrlandoFL32816Emergency Grant Fund$10,000
University of Connecticut
2390 Alumni DriveStorrsCT06269Scholarships$10,000
University of New Mexico
MSC 09 5360 U of NMAlbuquerqueNM87131Student Emergency Fund$15,000
University of North Dakota Foundation
PO Box 9025Grand ForksND58202Nursing Scholarship RAIN/Emerg Fund$30,000
University of Oklahoma
PO Box 26901Oklahoma CityOK73190Graduate Level Nursing Scholarship$20,000
University of South Florida
4202 E Fowler AveTampaFL33620Nursinf Students Emergency Fund$15,000
Ursuline College
2550 LanderPepper PickOH44124Emergency Nursing Scholarships$10,000
Volunteers in Medicine Clinic
41 E Duval StreetJacksonvilleFL32202Vol in Medicine Clinic$15,000
VSA Arts of Florida
2728 Lake Worth RaodLake WorthFL33461Drama/Dance Residencies, Com Theartre$6,500
Young Womens Christian Association
59 Paul Robeson PlacePrincetonNJ08540ESF Literacy Initiative$10,000
Center for Innovation & Technology
2214 Rock Hill RoadHerndonVA20170Scholarships$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$736,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,053ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$265,790ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$90,218ExclusionAmt
Related Or Exempt Function Incm$607,432RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$423,061ExclusionAmt
Related Or Exempt Function Incm$607,432RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,030,493TotalIncomeProducingActyAmt

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$4,193Amt
Net Investment Income$4,193NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
Publicly Traded Securities2014-01P2015-12$4,664,414$4,102,047$562,367
Publicly Traded Securities2015-01P2015-12$919,358$874,293$45,065

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Corporate Bonds-Various$763,727$813,942
Mutual Funds-Fixed Income$1,147,142$1,100,666

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Common Stocks-Various$5,583,279$7,814,668
Oppenheimer Dev Markets Fd$415,597$400,114
Eaton Vance Atlanta Capital SMID Cap$404,209$559,435
Wasatch Long/Short Fund$358,255$275,901
Cambiar Small Cap Fund$171,403$145,323
T Rowe Price Div Small Cap Growth Fund$124,131$164,442
Wells Fargo Advantage Abs Return Fund$1,181,709$1,057,018
DFA Large Cap Fund$1,130,000$1,008,910

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$1,774LegalFeesAmt
Net Investment Income$1,774NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Subscriptions$77$7$70
Computer Software Supplies$5,132$5,132
Speech Fee$51$5$46
Meals$137$14$123
Miscellaneous$166$16$149

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$15,425Amt
Net Investment Income$15,425NetInvestmentIncomeAmt

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