SPLIT ROCK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SPLIT ROCK CHARITABLE FOUNDATION INC (EIN 46-1362612)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-14
- IRS object ID
- 202532879349100523
- Schema version
- 2024v5.1
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T11:16:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650086858 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEY MAASS ROGERS & LINDSAY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 ROYAL POINCIANA WAY STE 321 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461362612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPLIT ROCK CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPLI | BusinessNameControlTxt |
| Phone | 5616591770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 431 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE KUKLA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5616591770 | PhoneNum |
| Signature | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART J HAFT | PreparerPersonNm |
| PTIN | P00170015 | PTIN |
| Phone | 5616591770 | PhoneNum |
| Preparation | 2025-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $874 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $874 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $200,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,688 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $718,180 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,069,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $718,180 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $919,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $919,742 | 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 | $32,233 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $32,233 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $39,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,766 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $528 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,545,845 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,545,845 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,618,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,545,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,698,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $847,743 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,122 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $401,485 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $753,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,521,964 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,742,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $43,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $43,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,698,630 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,698,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,742,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,698,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,698,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $9,069,956 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,351,776 | CostOrOtherBasisAmt |
| Gain Or Loss | $718,180 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $718,180 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $718,180 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,784 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,784 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,842 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,842 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,058 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $7,058 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 | STUART J HAFT ESQ | IndividualWithBooksNm |
| Phone | 5616591770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 ROYAL POINCIANA WAY STE 321 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334804096 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MARY LOUISE POISSON | ||||||||
| PO BOX 431 | PALM BEACH | FL | 33480 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELE KUKLA | ||||||||
| PO BOX 431 | PALM BEACH | FL | 33480 | VICE PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| SUSAN POISSON-DOLLAR | ||||||||
| PO BOX 431 | PALM BEACH | FL | 33480 | VICE PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| JACQUELINE P LOVE | ||||||||
| PO BOX 431 | PALM BEACH | FL | 33480 | VICE PRESIDENT/DIRECTOR | 0.50 | $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 | SEE ATTACHED LIST OF GRANTS | 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 | $6,127,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,209,269 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,209,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,139 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,116,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $305,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $305,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,784 | TotalTaxAmt |
| Distributable Before Adj | $294,023 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,023 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $294,023 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,545,845 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,545,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,023 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,545,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $294,023 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,251,822 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,251,822 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,251,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,251,822 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY LOUISE POISSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ONE VALLEY COMMUNITY FOUNDATION | ||||||
| 865 TECHNOLOGY BLVD STE B | BOZEMAN | MT | 59718 | PC | GENERAL | $77,500 |
| CROSSCUT MOUNTAIN SPORTS CENTER | ||||||
| 16621 BRIDGER CANYON ROAD | BOZEMAN | MT | 59715 | PC | GENERAL | $90,000 |
| VAMOS OUTDOORS | ||||||
| 4120 MERIDIAN STREET 160 | BELLINGHAM | WA | 98226 | PC | GENERAL | $2,500 |
| WESTMORE ASSOCIATION INC | ||||||
| PO BOX 143 | ORLEANS | VT | 05860 | PC | GENERAL | $5,000 |
| BUSCH WILDLIFE SANCTUARY | ||||||
| 2500 JUPITER PARK DRIVE | JUPITER | FL | 33458 | PC | GENERAL | $12,500 |
| CENTER FOR CREATIVE EDUCATION | ||||||
| 425 24TH STREET | WEST PALM BEACH | FL | 33407 | PC | GENERAL | $15,000 |
| LOGGERHEAD MARINE LIFE CENTER | ||||||
| 14200 US-1 | JUNO BEACH | FL | 33408 | PC | GENERAL | $12,500 |
| COASTAL STEWARDS | ||||||
| 5112 N OCEAN BLVD | OCEAN RIDGE | FL | 33435 | PC | GENERAL | $10,000 |
| JACK THE BIKE MAN | ||||||
| 420 CLAREMORE DRIVE | WEST PALM BEACH | FL | 33401 | PC | GENERAL | $8,334 |
| ANDREW RED HARRIS FOUNDATION | ||||||
| 18230 RIVER OAKS DRIVE | JUPITER | FL | 33458 | PC | GENERAL | $2,500 |
| UNION GOSPEL MISSION | ||||||
| PO BOX 1108 | SACRAMENTO | CA | 95812 | PC | GENERAL | $7,500 |
| PEARL MAE FOUNDATION | ||||||
| 775 W INDIANTOWN ROAD | JUPITER | FL | 33458 | PC | GENERAL | $1,500 |
| THE CONNECTING POINT OF WEST PALM BEACH | ||||||
| PO BOX 9183 | WEST PALM BEACH | FL | 33419 | PC | GENERAL | $1,000 |
| NICKLAUS CHILDREN'S HEALTH CARE FOUNDATION | ||||||
| 11780 US HIGHWAY ONE 105 | NORTH PALM BEACH | FL | 33408 | PC | GENERAL | $1,500 |
| SAFE PASSAGE | ||||||
| 2885 SANFORD AVE SW 17536 | GRANDVILLE | MI | 49418 | PC | GENERAL | $2,500 |
| WEEMA INTERNATIONAL | ||||||
| 2 GARDEN STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL | $5,000 |
| EMPOWER ETHIOPIA | ||||||
| 2 E KENMAR ROAD | MENANDS | NY | 12204 | PC | GENERAL | $2,500 |
| KUKLA FAMILY FOUNDATION INC | ||||||
| 701 WARREN DRIVE | JUPITER | FL | 33458 | PF | GENERAL | $3,072,837 |
| AHOPE FOR CHILDREN | ||||||
| PO BOX 1987 | ALEXANDRIA | VA | 22313 | PC | GENERAL | $5,000 |
| RENSSELEAR PLATEAU ALLIANCE | ||||||
| 17 OLD ROUTE 66 | ARYERILL PARK | NY | 12018 | PC | GENERAL | $58,000 |
| ROOTS ETHIOPIA | ||||||
| PO BOX 620343 | MIDDLETON | WI | 53562 | PC | GENERAL | $5,000 |
| CAPITAL DISTRICT YMCA | ||||||
| 465 KARNER ROAD | ALBANY | NY | 12205 | PC | GENERAL | $2,000 |
| DOLLAR FAMILY FOUNDATION INC | ||||||
| 40 WOODLAND PATHWAY | AVERILL PARK | NY | 12018 | PF | GENERAL | $3,072,837 |
| THE J LOVE LEGACY FOUNDATION INC | ||||||
| 310 EKOCH STREET | BOZEMAN | MT | 59715 | PF | GENERAL | $3,072,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,545,845 | 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 | $874 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,688 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $718,180 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $919,742 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $919,742 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST ON CASH HELD IN BROKERAGE ACCOUNT |
| 4 | INTEREST AND DIVIDENDS FROM SECURITIES HELD IN BROKERAGE ACCOUNT |
| 8 | CAPITAL GAINS ON SECURITIES HELD IN BROKERAGE ACCOUNT |
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 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| KUKLA FAMILY FOUNDATION INC | |||||
| 701 WARREN DRIVE | JUPITER | FL | 33458 | CASH AND SECURITIES | $3,067,837 |
| DOLLAR FAMILY FOUNDATION INC | |||||
| 40 WOODLAND PATHWAY | AVERILL PARK | NY | 12018 | CASH AND SECURITIES | $3,067,837 |
| THE J LOVE LEGACY FOUNDATION INC | |||||
| 310 E KOCH STREET | BOZEMAN | MT | 59715 | CASH AND SECURITIES | $3,067,837 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION WAS VOLUNTARILY DISSOLVED AND ARTICLES OF DISSOLUTION WERE FILED WITH THE FLORIDA SECRETARY OF STATE ON DECEMBER 2, 2024. UPON DISSOLUTION, ALL REMAINING ASSETS OF THE FOUNDATION WERE DISTRIBUTED TO THREE IRC SEC. 509(A) PRIVATE FOUNDATIONS WHICH QUALIFY UNDER IRC SEC. 507(B)(1)(A).THE TRANSFERS CONSTITUTED QUALIFYING DISTRIBUTIONS AND NOT TAXABLE EXPENDITURES. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALLEY, MAASS, ROGERS & LINDSAY, PA | CategoryTxt |
| Legal Fees | $32,233 | LegalFeesAmt |
| Net Investment Income | $32,233 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR MANAGEMENT FEES | $38,470 | $38,470 | $0 |
| BANK FEES | $85 | $85 | $0 |
| FL SECRETARY OF STATE - ANNUAL REPORT | $61 | $61 | $0 |
| MISCELLANEOUS BOOKKEEPING COSTS | $1,150 | $1,150 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $528 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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