COMMUNITY FOUNDATION MARTIN ST LUCIE INC: Form 990, tax year 2013
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- Organization
- COMMUNITY FOUNDATION MARTIN ST LUCIE INC (EIN 65-0024030)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-11
- IRS object ID
- 201500429349301655
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-11T14:18:06-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SE MONTEREY CMNS BLVD 101 | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 349963327 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650024030 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 7722883795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 SW FEDERAL HIGHWAY NO 214 | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34994 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH NORMAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7722833838 | PhoneNum |
| Signature | 2015-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J FEDOREK | PreparerPersonNm |
| PTIN | P00039756 | PTIN |
| Phone | 7722874480 | PhoneNum |
| Preparation | 2015-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KENNETH NORMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 SE FEDERAL HIGHWAY 214 | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34994 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,927,347 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YOURMCCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | MARTIN COUNTY COMMUNITY FOUNDATION IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC LEGACY OF OUR DONORS BY ASSISTING WITH RESEARCH ABOUT CAUSES AND NON-PROFIT ORGANIZATIONS THAT EXIST TO BETTER OUR COMMUNITY AND THE WORLD WE LIVE IN. BY SUCCESSFULLY INVESTING OUR CLIENTS CHARITABLE ASSETS WE PRESERVE COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUND HOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. WE HONOR THE INTENTIONS AND INTERESTS OF OUR DECEASED FUNDHOLDERS BY CARRYING OUT THEIR WISHES THROUGH GRANT MAKING ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $374,002 | PYContributionsGrantsAmt |
| CY Contributions Grants | $119,053 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $250,394 | PYInvestmentIncomeAmt |
| CY Investment Income | $389,287 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $624,396 | PYTotalRevenueAmt |
| CY Total Revenue | $508,340 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $531,202 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $338,094 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $95,807 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $21,099 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $148,968 | PYOtherExpensesAmt |
| CY Other Expenses | $107,160 | CYOtherExpensesAmt |
| PY Total Expenses | $680,170 | PYTotalExpensesAmt |
| CY Total Expenses | $541,061 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$55,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$32,721 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,769,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,736,483 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,769,204 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,736,483 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE MARTIN COUNTY COMMUNITY FOUNDATION IS TO FACILITATE PHILANTHROPY. WE SERVE AS A VEHICLE FOR DONORS TO IDENTIFY IMPORTANT ISSUES, SHARE IDEAS AND BUILD THE FINANCIAL RESOURCES TO MAKE POSITIVE, LONG-TERM CHANGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $307,119 | ExpenseAmt |
| Grant | $302,094 | GrantAmt |
| Desc | SCHOLARSHIPS AND GRANTS - SCHOLARSHIPS ARE AWARDED TO VARIOUS HIGH SCHOOL STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY FOR HIGHER EDUCATION TUITION EXPENSES. GRANTS ARE AWARDED TO INDIVIDUALS OR ORGANIZATIONS BASED ON A DONOR DIRECTIVE OF THE FUNDS CONTRIBUTED AND FOR INDIVIDUALS, THE AMOUNT AWARDED IS PAID DIRECTLY TO THE ENTITY THE STUDENT IS ATTENDING. THESE FUNDS ARE DESIGNATED BY DONORS AND ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF ISSUES INCLUDING, LITERACY, EDUCATION, CHILDREN AT RISK, WOMEN AT RISK, HEALTH, PRENATAL CARE, AND THE ARTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,599 | ExpenseAmt |
| Grant | $36,000 | GrantAmt |
| Desc | GIVING DAY - A DAY FOR PROMOTING PHILANTHROPY IN THE COMMUNITY. EACH DONOR CHOOSES FROM VARIOUS CHARITABLE ORGANIZATIONS. MCCF PARTNERED WITH SEVERAL PHILANTHROPIC PARTNERS AND ASSISTED IN RAISING MATCHING DOLLARS FOR ORGANIZATIONS BASED IN MARTIN COUNTY. THE DONATIONS, WITH ADDED MATCHING DOLLARS, ARE DISTRIBUTED TO THE VARIOUS 501(C)(3) ORGANIZATIONS PARTICIPATING IN THE EVENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $343,718 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH NORMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7722883795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 SW FEDERAL HIGHWAY 214 | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34994 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KENNETH NORMAN | ||||||
| CHAIRMAN, DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH PASKOSKI | ||||||
| TREASURER, DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY CROWDER-MCCOY | ||||||
| VICE CHAIR, DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIDGET BARATTA | ||||||
| DIRECTOR, FORMER EXECUTIVE DIRECTOR | 1.00 | Yes (X) | Yes (X) | $88,362 | $0 | $0 |
| HARRY PELTON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE KELLY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT WADE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILLIAN VUKUSICH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $88,362 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $119,053 | AllOtherContributionsAmt |
| Total Contributions | $119,053 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,591 | TotalRevenueColumnAmt |
| Exclusion | $144,591 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,663,703 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,419,007 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $244,696 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244,696 | TotalRevenueColumnAmt |
| Exclusion | $244,696 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $508,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $389,287 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,976 | TotalAmt |
| Program Services | $285,976 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,118 | TotalAmt |
| Program Services | $52,118 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,611 | TotalAmt |
| Management And General | $74,469 | ManagementAndGeneralAmt |
| Fundraising | $13,142 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600 | TotalAmt |
| Management And General | $510 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,596 | TotalAmt |
| Management And General | $6,457 | ManagementAndGeneralAmt |
| Fundraising | $1,139 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,904 | TotalAmt |
| Management And General | $35,904 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336 | TotalAmt |
| Management And General | $336 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,305 | TotalAmt |
| Management And General | $4,305 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,204 | TotalAmt |
| Management And General | $32,204 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,943 | TotalAmt |
| Management And General | $16,952 | ManagementAndGeneralAmt |
| Fundraising | $2,991 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175 | TotalAmt |
| Program Services | $58 | ProgramServicesAmt |
| Management And General | $117 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,791 | TotalAmt |
| Program Services | $2,395 | ProgramServicesAmt |
| Management And General | $1,198 | ManagementAndGeneralAmt |
| Fundraising | $1,198 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080 | TotalAmt |
| Program Services | $1,080 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365 | TotalAmt |
| Program Services | $365 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,792 | TotalAmt |
| Management And General | $3,792 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BUSINESS DEVELOPMENT | $2,539 | $2,539 | |
| GIVING DAY EXPENSES | $980 | $980 | |
| DUES AND SUBSCRIPTIONS | $715 | $715 | |
| MISCELLANEOUS EXPENSES | $31 | $31 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,061 | TotalAmt |
| Program Services | $343,718 | ProgramServicesAmt |
| Management And General | $176,244 | ManagementAndGeneralAmt |
| Fundraising | $21,099 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,047 | BOYAmt |
| EOY | $272,238 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,440 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,506,717 | BOYAmt |
| EOY | $3,464,245 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,769,204 | BOYAmt |
| EOY | $3,736,483 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,789 | BOYAmt |
| EOY | $630,167 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,371,956 | BOYAmt |
| EOY | $1,403,857 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,708,459 | BOYAmt |
| EOY | $1,702,459 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,769,204 | BOYAmt |
| EOY | $3,736,483 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,769,204 | BOYAmt |
| EOY | $3,736,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$32,721 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $410,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $828,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $384,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,053 | CurrentTaxYearAmt |
| Total | $1,936,085 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $410,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $828,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $384,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,053 | CurrentTaxYearAmt |
| Total | $1,936,085 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $643,208 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,292,877 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,591 | CurrentTaxYearAmt |
| Total | $477,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,413,984 | TotalSupportAmt |
| Public Support CY170 | 0.53560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $300 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $26,731 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $761,974 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,080,415 | BeginningYearBalanceAmt |
| Contributions | $81,241 | ContributionsAmt |
| Investment Earnings Or Losses | $303,894 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $279,283 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $79,951 | AdministrativeExpensesAmt |
| End Year Balance | $3,106,316 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,085,330 | BeginningYearBalanceAmt |
| Contributions | $71,594 | ContributionsAmt |
| Investment Earnings Or Losses | $220,284 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $222,794 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $73,999 | AdministrativeExpensesAmt |
| End Year Balance | $3,080,415 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,169,550 | BeginningYearBalanceAmt |
| Contributions | $158,906 | ContributionsAmt |
| Investment Earnings Or Losses | $52,971 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $174,738 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $121,359 | AdministrativeExpensesAmt |
| End Year Balance | $3,085,330 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,306,618 | BeginningYearBalanceAmt |
| Contributions | $763,998 | ContributionsAmt |
| Investment Earnings Or Losses | $324,418 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $108,478 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $117,006 | AdministrativeExpensesAmt |
| End Year Balance | $3,169,550 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,100,250 | BeginningYearBalanceAmt |
| Contributions | $147,917 | ContributionsAmt |
| Investment Earnings Or Losses | $320,314 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $205,927 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $55,936 | AdministrativeExpensesAmt |
| End Year Balance | $2,306,618 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54810 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (16 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS - BESSEY | $57,188 | C |
| MUTUAL FUNDS - CADARR | $263,988 | C |
| MUTUAL FUNDS - COMBS | $96,213 | C |
| MUTUAL FUNDS - DORSEY | $61,453 | C |
| MUTUAL FUNDS - DUNSCOMBE | $466,957 | C |
| MUTUAL FUNDS - GW FUND | $282,310 | C |
| MUTUAL FUNDS - HSCA | $5,619 | C |
| MUTUAL FUNDS - HERSLOW | $90,235 | C |
| MUTUAL FUNDS - MERRILL, JEAN | $420,994 | C |
| MUTUAL FUNDS - JORDAN | $133,632 | C |
| MUTUAL FUNDS - PRICE, CHRISTEN | $349,690 | C |
| MUTUAL FUNDS - SCHROEDER | $371,840 | C |
| MUTUAL FUNDS - STEVENSON | $228,560 | C |
| MUTUAL FUNDS - BROGAN, TREVA | $10,814 | C |
| MUTUAL FUNDS - WAALER | $111,795 | C |
| MUTUAL FUNDS - POOLED | $512,957 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,464,245 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUNDS DISTRIBUTE ANNUAL CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS THAT HAVE BEEN RECOMMENDED BY DONORS AND APPROVED BY THE ORGANIZATIONS'S BOARD OF DIRECTORS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC | ||||||||
| 700 S DIXIE HWY STE 200 | WEST PALM BEACH | FL | 33401 | 237181875 | 501(C)(3) | $40,000 | OPERATING AND PROGRAM SUPPORT | |
| BOYS & GIRLS CLUB OF MARTIN COUNTY | ||||||||
| 11500 SE LARES AVE HOBE SOUND FL | HOBE SOUND | FL | 334555240 | 650253002 | 501(C)(3) | $62,898 | OPERATING AND PROGRAM SUPPORT | 33455-5240 |
| GANDEN NYEN GYUD MONASTERY | ||||||||
| 4125 KISSENA BLVD 112 FLUSHING NY | FLUSHING | NY | 113553150 | 141890905 | 501(C)(3) | $15,000 | OPERATING AND PROGRAM SUPPORT | 11355-3150 |
| HEALTHY START COALITION | ||||||||
| 101 SE CENTRAL PARKWAY | STUART | FL | 34994 | 650359999 | 501(C)(3) | $5,983 | OPERATING AND PROGRAM SUPPORT | |
| MARINER SANDS FOUNDATION | ||||||||
| 6500 SE MARINER SANDS DRIVE | STUART | FL | 349978723 | 800037474 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT | |
| NINA HAVEN FOUNDATION | ||||||||
| PO BOX 1978 | STUART | FL | 34995 | 136099012 | 501(C)(3) | $39,140 | OPERATING AND PROGRAM SUPPORT | |
| PLANNED PARENTHOOD | ||||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | 591391115 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT | |
| REDEEM THE SHADOWS | ||||||||
| 917 SE CENTRAL PARKWAY | STUART | FL | 34994 | 272128438 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT | |
| ST JOSEPHS CATHOLIC CHURCH | ||||||||
| DIOCESE OF PALM BEACH 9995 NORTH | PALM BEACH GARDENS | FL | 33410 | 592438903 | 501(C)(3) | $13,000 | OPERATING AND PROGRAM SUPPORT | MILITARY TRAIL |
| ST LAWRENCE UNIVERSITY | ||||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | 150532239 | 501(C)(3) | $5,000 | OPERATING AND PROGRAM SUPPORT | |
| TEMPLE BEIT HAYAM | ||||||||
| 951 SE MONTEREY COMMONS BLVD | STUART | FL | 34996 | 650433492 | 501(C)(3) | $5,700 | OPERATING AND PROGRAM SUPPORT | |
| TOWN OF AQUINNAH | ||||||||
| 65 STATE ROAD | AQUINNAH | MA | 02535 | 046001154 | 501(C)(3) | $20,000 | OPERATING AND PROGRAM SUPPORT | |
| TREASURED LANDS FOUNDATION INC | ||||||||
| PO BOX 2596 | STUART | FL | 34995 | 262908675 | 501(C)(3) | $6,000 | OPERATING AND PROGRAM SUPPORT | |
| UNITED WAY OF MARTIN COUNTY | ||||||||
| 10 SE CENTRAL PARKWAY 101 | STUART | FL | 34994 | 203521388 | 501(C)(3) | $10,000 | OPERATING AND PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $52,118 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS - THE ORGANIZATION AWARDS VARIOUS SCHOLARSHIPS BASED ON THE DONOR FUND. THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE HIGHER EDUCATION INSTITUTION. STUDENTS RECEIVING SCHOLARSHIP FUNDS ARE REQUIRED TO REPORT TO THE ORGANIZATION WITH GRADES RECEIVED IN ORDER TO MAINTAIN THE SCHOLARSHIP LEVEL AWARDED BY THE DONOR FUND. GRANTS - THE ORGANIZATION AWARDS GRANTS BASED ON DONOR FUNDS AND OTHER FUNDRAISING ACTIVITES (GIVING DAY). IN ORDER TO QUALIFY, THE GRANTEE ENTITY IS REQUIRED TO BE A 501(C)(3) ORGANIZATION. BASED ON THE GRANTEE ENTITY REQUIREMENT TO BE A 501(C)(3) ENTITY, THE ORGANIZATION DOES NOT REQUIRE THE GRANTEE ENTITY TO REPORT BACK TO THE ORGANIZATION ON HOW FUNDS ARE SPENT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM FOWLER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER PRESIDENT OF ORGANIZATION IS PRESIDENT OF JS CAPITAL MANAGEMENT | RelationshipDescriptionTxt |
| Transaction | $10,000 | TransactionAmt |
| Transaction | JS CAPITAL MANAGEMENT PROVIDED MONTHLY ACCOUNTING AND BOOKKEEPING SERVICES FOR THE ORGANIZATION. THE PRESIDENT OF JS CAPITAL IS ALSO THE FORMER PRESIDENT AND DIRECTOR OF THE ORGANIZATION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS HAS DESIGNATED THE EXECUTIVE DIRECTOR TO REVIEW THE YEARLY FORM 990. ONCE REVIEWED THE FORM IS FORWARDED TO THE FULL BOARD FOR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY THE BOARD MEMBERS AND STAFF. THE BOARD AND STAFF ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AT EACH BOARD MEETING SO AS TO CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS. INDUSTRY CONSULTATION DATA PROVIDED BY THE FLORIDA PHILANTHROPIC NETWORK, COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF SMALL FOUNDATIONS IS USED AS GUIDANCE AS WELL AS THE EXECUTIVE DIRECTOR'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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