JERRY TAYLOR & NANCY BRYANT FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JERRY TAYLOR & NANCY BRYANT FOUNDATION (EIN 52-2134053)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-04
- IRS object ID
- 201601259349100335
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-04T14:00:23-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521659352 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTOS POSTAL & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 GUILFORD DRIVE SUITE 200 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522134053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERRY TAYLOR & NANCY BRYANT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JERR | BusinessNameControlTxt |
| Phone | 9548281400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LAS OLAS CIRCLE NO 1003 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY BRYANT | PersonNm |
| Person Title | MANAGING TRUSTEE | PersonTitleTxt |
| Phone | 9548281400 | PhoneNum |
| Signature | 2016-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL R HILDEBRAND | PreparerPersonNm |
| PTIN | P00295254 | PTIN |
| Phone | 3016209101 | PhoneNum |
| Preparation | 2016-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,529,591 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $404,076 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $254,667 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $254,667 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $756,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,068,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $756,853 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,415,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,011,520 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $128 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,743 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,819 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,819 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,515 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,495 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $180 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $639,144 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $639,144 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $746,074 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $654,639 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $669,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $924,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,058 | CashBOYAmt |
| Cash EOY | $115,497 | CashEOYAmt |
| Cash EOYFMV | $115,497 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $542,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $168,665 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $168,665 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,344,667 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,296,727 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,244,745 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,952 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,268 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $864 | LandBOYAmt |
| Land EOY | $684 | LandEOYAmt |
| Land EOYFMV | $684 | LandEOYFMVAmt |
| Total Assets BOY | $9,912,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,581,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,529,591 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,912,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,581,563 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,912,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,581,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,912,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,581,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,912,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $669,522 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,581,563 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,581,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CAPITAL GUARDIAN - PUBLICLY TRADED SECURITIES | $684,346 | $817,946 | -$133,600 | -$133,600 | |
| CAPITAL GUARDIAN - PUBLICLY TRADED SECURITIES | $2,377,827 | $1,493,236 | $884,591 | $884,591 | |
| CAPITAL GAINS DIVIDENDS | $5,862 | $5,862 | $5,862 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $756,853 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $629,908 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,437,441 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055074 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $518,806 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,708,285 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048449 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $493,935 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,831,844 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050238 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $475,727 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,018,224 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047486 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $415,820 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,479,342 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043866 | DistributionYr5Rt |
| Total Distribution | 0.245113 | TotalDistributionRt |
| Average Distribution | 0.049023 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,783,007 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $577,638 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,242 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $586,880 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $654,639 | 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 | $9,242 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,242 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,760 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,518 | OverpaymentAmt |
| Applied To ES Tax | $1,518 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY BRYANT | IndividualWithBooksNm |
| Phone | 2022654702 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LAS OLAS CIRCLE 1003 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | 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 | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD TAYLOR | ||||||||
| ONE LAS OLAS CIRCLE 1003 | FT LAUDERDALE | FL | 33316 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| NANCY BRYANT | ||||||||
| ONE LAS OLAS CIRCLE 1003 | FT LAUDERDALE | FL | 33316 | MANAGING TRUSTEE | 15.00 | $0 | $0 | $0 |
| GALEN D TAYLOR | ||||||||
| ONE LAS OLAS CIRCLE 1003 | FT LAUDERDALE | FL | 33316 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| DIEM CHAU TAYLOR | ||||||||
| ONE LAS OLAS CIRCLE 1003 | FT LAUDERDALE | FL | 33316 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $11,618,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $343,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,962,444 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,962,444 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,783,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $589,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $589,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,242 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,242 | TotalTaxAmt |
| Distributable Before Adj | $579,908 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $579,908 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $579,908 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $654,639 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $654,639 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,242 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $645,397 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $579,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $396,692 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $654,639 | QualifyingDistributionsAmt |
| Applied To Year1 | $396,692 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,947 | 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 | $321,961 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERALD TAYLOR | ContributingManagerNm |
| Contributing Manager | NANCY BRYANT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABACO PATHFINDERS | ||||||||||
| 6401 LYONS RD | COCONUT CREE | FL | 33073 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $20,000 | |||
| ACADEMY OF HOPE | ||||||||||
| 601 EDGEWOOD ST | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | EDUCATION & TRAININGEDUCATION & TRAINING | $20,000 | |||
| ASFEXPONANT PHILANTHROPY | ||||||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | MISCELLANEOUS | $1,000 | |||
| ASIAN AMERICAN LEAD | ||||||||||
| 1029 VERMONT AVE | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $20,000 | |||
| AUSTIN COLLEGE | ||||||||||
| 900 N GRAND AVE | SHERMAN | TX | 75090 | NONE | PRIVATE COLLEGE | EDUCATION & TRAINING | $100,000 | |||
| BIMINI ALL AGES SCHOOL | ||||||||||
| NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $6,612 | ALICE TOWN | BIMINI | BF | ||||
| BROWARD PERF ARTS FOUNDATION | ||||||||||
| 201 SOUTHWEST 5TH | FT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $30,000 | |||
| BYTE BACK | ||||||||||
| 815 MONROE ST NE | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $35,000 | |||
| COLLEGE BOUND | ||||||||||
| 128 M ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $75,000 | |||
| COMMUNITY FOUNDATION OF BROWARD COUNTY | ||||||||||
| 901 E LAS OLAS BLVD | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | SOCIAL SERVICESSOCIAL SERVICES | $20,000 | |||
| EDUSEED | ||||||||||
| 1666 K STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $25,000 | |||
| FOR THE KIDS INTERNATIONAL | ||||||||||
| 7201 COUNTRYWOOD | SPRINGFIELD | VA | 22151 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $4,975 | |||
| FREDERICK POLICE ACTIVITY LEAGUE | ||||||||||
| 7101 GUILFORD DRIVE | FREDERICK | MD | 21701 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $7,900 | |||
| FUNDING ARTS BROWARD | ||||||||||
| 401 EAST LAS OLAS | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $1,000 | |||
| HIGHER ACHIEVMENT PROGRAM | ||||||||||
| 317 8TH ST NE | WASHINGTON | DC | 200026107 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $50,000 | |||
| HOUSE OF MERCYROSEMOUNT | ||||||||||
| 200 ROSEMOUNT AVE NW | WASHINGTON | DC | 20019 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |||
| INTERNATIONAL ESSENTIAL TREMOR FOUNDATION | ||||||||||
| PO BOX 14005 | LENEXA | KS | 66285 | NONE | PUBLIC CHARITY | HEALTH | $500 | |||
| JOHN EADER ELEMENTARY SCHOOL | ||||||||||
| 9291 BANNING AVENUE | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC SCHOOL | EDUCATION & TRAINING | $27,005 | |||
| MUSEUM OF ART FT LAUDERDALE | ||||||||||
| ONE EAST LAS OLAS | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $28,750 | |||
| MUSEUM OF DISCOVERY & SCIENCE | ||||||||||
| 401 SW SECOND ST | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | EDUCATION | $44,700 | |||
| NETWORK FOR TEACHING ENTREPRENEURSHIP | ||||||||||
| 300 NE 2ND AVE S | MIAMI | FL | 33132 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $500 | |||
| REEF BALL FOUNDATION | ||||||||||
| 890 HILL ST | ATHENS | GA | 30606 | NONE | PUBLIC CHARITY | ENVIRONMENT | $25,000 | |||
| SENIOR VOLUNTEER SERVICES | ||||||||||
| 200 ROSEMOUNT AVE NW | WASHINGTON | DC | 20019 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $30,000 | |||
| THE KENNEDY CENTER | ||||||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $42,702 | |||
| WAMU | ||||||||||
| 400 BRANDYWINE ST | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $500 | |||
| WLRN | ||||||||||
| PO BOX 01-2500 | MIAMI | FL | 33101 | NONE | PUBLIC CHARITY | ARTS & CULTUREARTS & CULTURE | $500 | |||
| YOUNG AT ART CHILDRENS MUSEUM | ||||||||||
| 11584 WEST STATE | DAVIE | FL | 33325 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $20,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $639,144 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $254,667 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $756,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,011,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,011,520 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JERRY TAYLOR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LAS OLAS CIRCLE UNIT 1002 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $404,076 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $404,076 | FairMarketValueAmt |
| Received | 2015-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,743 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LENOVO | PropertyDesc |
| Acquired | 2013-09-08 | AcquiredDt |
| Cost Or Other Basis | $1,876 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $488 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $180 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL GUARDIAN FIXED INCOME | AT COST | $3,389,027 | $3,369,893 |
| CAPITAL GUARDIAN EQUITIES | AT COST | $6,907,700 | $7,874,852 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LENOVO | CategoryOrItemTxt |
| Cost Or Other Basis | $1,876 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,606 | AccumulatedDepreciationAmt |
| Book Value | $270 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $128 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $10 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL DUES | $0 | $0 | $0 |
| INVESTMENT FEES | $74,819 | $74,819 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENTS | $12,515 | $12,515 | $0 |
| 2014 TAX ON INVESTMENT INCOME | $4,735 | $0 | $4,735 |
| 2015 TAX ON INVESTMENT INCOME | $10,760 | $0 | $10,760 |
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