FOUNDATION 33 11: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION 33 11 (EIN 31-1796184)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201631329349100623
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T07:41:30-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4295 OKEMOS RD STE 200 | AddressLine1Txt |
| City | OKEMOS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 488646201 | 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 | 311796184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION 3311 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7729789686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 COQUILLE WAY | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA ROSS BLACKBURN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6143319547 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARRIE L HINDMON | PreparerPersonNm |
| PTIN | P00231080 | PTIN |
| Phone | 5177060800 | PhoneNum |
| Preparation | 2016-05-09 | 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 | $6,444,742 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $370,214 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $107,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,275 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,788,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,925,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,788,188 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $746 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $270 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $476 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,266,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,895,733 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $476 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $694 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,081 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,440 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,440 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,959 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,509 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,260 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $41,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,331 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $419,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $419,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $461,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $432,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,805,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,869,090 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $476 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $262,591 | CashBOYAmt |
| Cash EOY | $843,483 | CashEOYAmt |
| Cash EOYFMV | $843,483 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,771,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,792,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,601,259 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,033,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,635,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,444,742 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,033,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,635,796 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,033,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,635,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,033,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,635,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,033,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,805,389 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,839,291 | SubtotalAmt |
| Other Decreases | $203,495 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,635,796 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2015-01-01 | 2015-12-31 | $124,127 | $137,743 | -$13,616 | -$13,616 |
| PUBLICLY TRADED SECURITIES | P | 2014-01-01 | 2015-09-03 | $1,800,270 | $1,800,270 | $1,800,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,788,188 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $364,791 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,136,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071016 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $239,972 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,118,464 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058267 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $169,404 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,415,602 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070129 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,547 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $545,246 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.019344 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,077 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $301,415 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083198 | DistributionYr5Rt |
| Total Distribution | 0.301954 | TotalDistributionRt |
| Average Distribution | 0.060391 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,609,926 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $399,180 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,691 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $417,871 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $432,931 | 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 | $18,691 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,691 | SubtotalAmt |
| Tax Based On Investment Income | $18,691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,685 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,685 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,994 | OverpaymentAmt |
| Applied To ES Tax | $1,994 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION 3311 | IndividualWithBooksNm |
| Phone | 7722343494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2145 14TH AVE SUITE 16 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA ROSS BLACKBURN | ||||||||
| 161 COQUILLE WAY | VERO BEACH | FL | 32963 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| WILLIAM W BLACKBURN | ||||||||
| 161 COQUILLE WAY | VERO BEACH | FL | 32963 | TREASURER | 1.00 | $0 | $0 | $0 |
| KATHERINE BLACKBURN REAY | ||||||||
| 260 E ONWENTSIA ROAD | LAKE FOREST | IL | 60045 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM ROSS BLACKBURN | ||||||||
| 3163 BAIRDS CREEK ROAD | VILAS | NC | 28692 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH BLACKBURN LANE | ||||||||
| 63 ACOAXET ROAD | WESTPORT | MA | 02790 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,959,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $751,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,710,585 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,710,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,609,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $330,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,691 | TotalTaxAmt |
| Distributable Before Adj | $311,805 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $311,805 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $311,805 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $432,931 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $432,931 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,691 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $414,240 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $311,805 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $41,198 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,943 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $120,436 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $211,577 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $432,931 | QualifyingDistributionsAmt |
| Applied To Current Year | $311,805 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,126 | RemainingDistriFromCorpusAmt |
| Total Corpus | $332,703 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $332,703 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $41,198 | ExcessFromYear3Amt |
| Excess From Year2 | $49,943 | ExcessFromYear2Amt |
| Excess From Year1 | $120,436 | ExcessFromYear1Amt |
| Excess From Current Year | $121,126 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANGLICAN CHURCH IN NORTH AMERICA | ||||||
| 800 MAPLEWOOD AVE POB 447 | AMBRIDGE | PA | 150030447 | 501 C (3) | OPERATING FUND | $50,000 |
| ANGELICANS FOR LIFE | ||||||
| 405 FREDERICK AVE | SEWICKLEY | PA | 15143 | 501 C (3) | GENERAL OPERATING FUND | $8,000 |
| ANGLICAN FRONTIER MISSIONS | ||||||
| PO BOX 18038 | RICHMOND | VA | 23226 | 501 C (3) | GENERAL SUPPORT MEMBER CARE COORDINA | $10,000 |
| ANGLICAN RELIEF AND DEVELOPMENT FD | ||||||
| 800 MAPLEWOOD AVENUE | AMBRIDGE | PA | 15003 | 501 C (3) | GLOBAL SOUTH PROGRAMS | $20,000 |
| BERNIE'S BOOK BANK | ||||||
| 28101 BALLARD DRIVE | LAKE FOREST | IL | 60045 | 501 C (3) | GENERAL OPERATING FUND | $1,000 |
| BUZZARD BAY | ||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | 501 C (3) | GENERAL OPERATING FUND | $1,500 |
| CARENET PREGNANCY CENTER OF IRC | ||||||
| PO BOX 836 | VERO BEACH | FL | 32960 | 501 C (3) | GENERAL OPERATING FUND | $6,000 |
| CHRIST CHURCH VERO BEACH | ||||||
| 925 14TH LANE | VERO BEACH | FL | 32960 | 501 C (3) | MUSIC INTERN/RECTOR'S TRAVEL FUND | $11,600 |
| CHRIST THE KING ANGLICAN FELLOWSHIP | ||||||
| PO BOX 3517 | BOONE | NC | 28607 | 501 C (3) | OPERATING FUND | $50,000 |
| CHURCH OF ST MARY | ||||||
| 201 E ILLINOIS | LAKE FOREST | IL | 60045 | 501 C (3) | GENERAL OPERATING FUND | $10,000 |
| DAVIDSON COLLEGE | ||||||
| BOX 7174 | DAVIDSON | NC | 28035 | 501 C (3) | ANNUAL FUND | $5,000 |
| DISCOVERY INSTITUTE | ||||||
| 208 COLUMBIA STREET | SEATTLE | WA | 98104 | 501 C (3) | CENTER FOR SCIENCE & CULTURE | $1,000 |
| EVERY CHILD MINISTRIES | ||||||
| PO BOX 810 | HEBRON | IN | 46341 | 501 C (3) | WAY HOME DISCIPLESHIP CENTER | $5,000 |
| EVERY MOTHER COUNTS | ||||||
| 180 VARICK STREET 1116 | NEW YORK | NY | 10014 | 501 C (3) | OPERATING FUNDS | $15,000 |
| FELLOWSHIP FOR THE PERFORMING ARTS | ||||||
| 1674 BROADWAY 404 | NEW YORK | NY | 10019 | 501 C (3) | PRODUCTION OF WORKS BY C.C. LEWIS | $2,000 |
| FUND FOR AMERICAN STUDIES | ||||||
| 1706 NEW HAMPSHIRE AVENUE | WASHINGTON | DC | 20009 | 501C(3) | EDUCATIONAL PROGRAMS | $5,000 |
| GAZELLE FOUNDATION | ||||||
| PO BOX 1487 | AUSTIN | TX | 78767 | 501 C (3) | BURUNDIAN CLEAN WATER PROJECT | $2,000 |
| GLOBAL MOBILIZATION MINISTRIES | ||||||
| 1048 IRVINE AVENUE NO 556 | NEWPORT BEACH | CA | 92602 | 501 C (3) | OPERATING FUND | $10,000 |
| HUDSON ELITE | ||||||
| 2226 BARN SWALLOW DRIVE | LONGMONT | CO | 80504 | 501 C (3) | GENERAL OPERATING FUND | $2,000 |
| HUMAN LIFE FOUNDATION | ||||||
| 353 LEXINGTON AVE 802 | NEW YORK | NY | 10016 | 501 C (3) | PUBLICATION OF HUMAN LIFE REVIEW | $20,000 |
| INDIAN RIVER HABITAT FOR HUMANITY | ||||||
| 4568 N US HWY 1 | VERO BEACH | FL | 32960 | 501 C (3) | HOME CENTER EXPANSION/ BUILD | $55,000 |
| INTERNATIONAL JUSTICE MISSION | ||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | 501C(3) | OPERATING SUPPORT | $5,000 |
| LATIN SCHOOL OF CHICAGO | ||||||
| 59 WEST NORTH BLVD | CHICAGO | IL | 60610 | 501 C (3) | ANNUAL FUND | $5,000 |
| MARRIAGE RETREAT | ||||||
| 981 HIGHWY 98E ST 3 PMB04 | DESTIN | FL | 32541 | 501 C (3) | ANNUAL FUND | $8,000 |
| MCKEE BOTANICAL GARDEN | ||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32960 | 501 C (3) | HOLIDAYS AT MCKEE EVENT | $10,000 |
| MCLAREN NORTHERN MICHIGAN FDN | ||||||
| 360 CONNABLE AVE SUITE 3 | PETOSKEY | MI | 49770 | 501C(3) | NURSING SCHOLARSHIP PROGRAM | $15,000 |
| MOSES BROWN SCHOOL | ||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | 501 C (3) | ANNUAL FUND | $5,000 |
| NEW ENGLAND DISTANCE INC | ||||||
| 371 WAYLAND AVENUE | PROVIDENCE | RI | 02906 | 501C(3) | ATHLETE-IN-RESIDENCE FELLOWSHIP | $5,000 |
| NEW WINESKINS MISSIONARY NETWORK | ||||||
| PO BOX 278 | AMBRIDGE | PA | 15003 | 501 C (3) | TRANSITION FUND FOR EXEC DIRECTOR | $25,000 |
| NPH USA | ||||||
| 76 DORRANCE STREET 210 | PROVIDENCE | RI | 02903 | 501 C (3) | ATHLETE IN RESIDENCE PROGRAM | $1,000 |
| SAMS | ||||||
| PO BOX 399 | AMBRIDGE | PA | 15003 | 501C(3) | GREAT COMMISSION FUND | $7,500 |
| SOURCE THE - I AM MINISTRY | ||||||
| PO BOX 2458 | VERO BEACH | FL | 32961 | 501 C (3) | GENERAL OPERATING FUND | $13,000 |
| TEEN CHALLENGE VERO BEACH BOY'S RA | ||||||
| 4568 N US HWY 1 | VERO BEACH | FL | 32961 | 501 C (3) | BOYS RANCH FOR AT-RISK TEENS | $5,000 |
| UNIVERSITY OF CHICAGO | ||||||
| 5807 SOUTH WOODLAWN AVE | CHICAGO | IL | 60637 | 501 C (3) | BOOTH SCHOOL OF BUSINESS | $5,000 |
| UNITED WAY OF INDIAN RIVER COUNTY | ||||||
| PO BOX 1960 | VERO BEACH | FL | 32961 | 501 C (3) | GENERAL OPERATING FUND | $11,500 |
| VNA HOSPICE | ||||||
| 1110 35TH LANE | VERO BEACH | FL | 32961 | 501 C (3) | GENERAL OPERATING FUND | $2,000 |
| WESTPORT YOUTH ATHLETIC ASSOCIATION | ||||||
| PO BOX 1567 | WESTPORT | MA | 02790 | 501 C (3) | FIELDS ON THE FARM FUND | $3,500 |
| WOMEN'S CARE FOUNDATION | ||||||
| 360 N NOTRE DAME AVE | SOUTH BEND | IN | 46617 | 501 C (3) | GENERAL OPERATING FUND | $1,000 |
| WORLD BICYCLE RELIEF | ||||||
| 1333 N KINGSBURY | CHICAGO | IL | 60642 | 501 C (3) | BICYCLE PROJECT IN AFRICAN COUNTRIES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $419,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,275 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,788,188 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - NON-INVESTMENT | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,896,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,896,209 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | ELIZABETH M ROSS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6007 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32961 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $370,214 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 993 SHARES ABBOTT LABORATORIES | $46,105 | 2015-03-11 |
| 1 | 2,861 SHARES ABBOTT LABORATORIES | $143,279 | 2015-06-23 |
| 1 | 935 SHARES ABBOTT LABORATORIES | $47,830 | 2015-07-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,775 | Amt |
| Net Investment Income | $694 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,081 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HUNTINGTON INVESTMENTS | StockNm |
| EOY Book Value | $4,792,313 | EOYBookValueAmt |
| EOYFMV | $5,601,259 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST CONTRIBUTION TO CARRYOVER BASIS VALUE | Desc |
| Amt | $203,495 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $236 |
| MISCELLANEOUS EXPENSE | $1,024 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $270 | $270 | |
| OTHER INCOME - NON-INVESTMENT | $476 | $476 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,440 | Amt |
| Net Investment Income | $20,440 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSE | $15,000 | $3,750 | $11,250 |
| OTHER TAXES | $200 | ||
| FOREIGN TAXES | $1,759 | $1,759 |
Comments