FOUNDATION 33 11: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION 33 11 (EIN 31-1796184)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201521339349101452
- Schema version
- 2014v5.0
- 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
- 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 | 2015-05-13T10:16:38-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 BLACKBURN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7729789686 | PhoneNum |
| Signature | 2015-05-12 | 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 | 2015-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,995,319 | 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 | $987,397 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $561,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,862,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $561,672 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,024 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,000 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $24 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,635,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $648,004 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,191 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,191 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,953 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,054 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,607 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $46,945 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,632 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $348,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $348,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $395,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $371,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,240,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $624,084 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,220 | CashBOYAmt |
| Cash EOY | $262,591 | CashEOYAmt |
| Cash EOYFMV | $262,591 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,628,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,771,311 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,732,728 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,718,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,033,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,995,319 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $874 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,717,869 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,033,902 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,717,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,033,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,718,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,033,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,717,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,240,080 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,957,949 | SubtotalAmt |
| Other Decreases | $924,047 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,033,902 | 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 | 2013-01-01 | 2014-12-31 | $2,686,364 | $2,095,752 | $590,612 | $590,612 |
| PUBLICLY TRADED SECURITIES | P | 2014-01-01 | 2014-12-31 | $1,175,088 | $1,205,532 | -$30,444 | -$30,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $561,672 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $239,972 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,118,464 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058267 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $169,404 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,415,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070129 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,547 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $545,246 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.019344 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,077 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $301,415 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083198 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,365 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $267,169 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094940 | DistributionYr5Rt |
| Total Distribution | 0.325878 | TotalDistributionRt |
| Average Distribution | 0.065176 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,136,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $334,792 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,241 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $341,033 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $371,032 | 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 | $6,241 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,241 | SubtotalAmt |
| Tax Based On Investment Income | $6,241 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,930 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,930 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $5,685 | OverpaymentAmt |
| Applied To ES Tax | $5,685 | 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 |
| 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 COQUALLE 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 | $5,049,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,214,959 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,214,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,136,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,241 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,241 | TotalTaxAmt |
| Distributable Before Adj | $250,596 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $250,596 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $250,596 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $371,032 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $371,032 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,241 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $364,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $250,596 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $41,198 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,943 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $91,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $371,032 | QualifyingDistributionsAmt |
| Applied To Current Year | $250,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,436 | RemainingDistriFromCorpusAmt |
| Total Corpus | $211,577 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $211,577 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $41,198 | ExcessFromYear2Amt |
| Excess From Year1 | $49,943 | ExcessFromYear1Amt |
| Excess From Current Year | $120,436 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARCIA ROSS BLACKBURN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 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 |
| ANGLICAN RELIEF AND DEVELOPMENT FD | ||||||
| 800 MAPLEWOOD AVENUE | AMBRIDGE | PA | 15003 | 501 C (3) | SUDAN WATER PROJECTS | $25,000 |
| CHRIST CHURCH VERO BEACH | ||||||
| 925 14TH LANE | VERO BEACH | FL | 32960 | 501 C (3) | RECTOR'S TRAVEL FUND | $2,500 |
| CHRIST THE KING ANGLICAN FELLOWSHIP | ||||||
| PO BOX 3517 | BOONE | NC | 28607 | 501 C (3) | OPERATING FUND | $25,000 |
| DAVIDSON COLLEGE | ||||||
| BOX 7174 | DAVIDSON | NC | 28035 | 501 C (3) | ANNUAL FUND | $3,000 |
| 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 | $10,000 |
| FELLOWSHIP FOR THE PERFORMING ARTS | ||||||
| 1674 BROADWAY 404 | NEW YORK | NY | 10019 | 501 C (3) | PRODUCTION OF WORKS BY C.C. LEWIS | $5,000 |
| 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 | $1,500 |
| GIFFORD YOUTH ACTIVITY CENTER | ||||||
| 4875 43RD AVENUE | VERO BEACH | FL | 32967 | 501C(3) | PROGRAM SUPPORT | $2,500 |
| GLOBAL MOBILIZATION MINISTRIES | ||||||
| 1048 IRVINE AVENUE NO 556 | NEWPORT BEACH | CA | 92602 | 501 C (3) | OPERATING FUND | $10,000 |
| HUMAN LIFE FOUNDATION | ||||||
| 353 LEXINGTON AVE 802 | NEW YORK | NY | 10016 | 501 C (3) | PUBLICATION OF HUMAN LIFE REVIEW | $30,000 |
| INTERNATIONAL JUSTICE MISSION | ||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | 501C(3) | OPERATING SUPPORT | $2,500 |
| LAKE FOREST HIGH SCHOOL FOUNDATION | ||||||
| PO BOX 148 | LAKE FOREST | IL | 60045 | 501C(3) | OPERATING SUPPORT | $500 |
| 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 | $5,000 |
| MCLAREN NORTHERN MICHIGAN FDN | ||||||
| 360 CONNABLE AVE SUITE 3 | PETOSKEY | MI | 49770 | 501C(3) | NURSING SCHOLARSHIP PROGRAM | $12,000 |
| 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 LIFE ANGLICAN CHURCH | ||||||
| PO BOX 481 | PETOSKEY | MI | 49770 | 501 C (3) | MISSIONS | $5,000 |
| ROCK THE WORLD YOUTH ALLIANCE | ||||||
| PO BOX 43 | AMBRIDGE | PA | 15003 | 501C(3) | OPERATING FUNDS | $6,000 |
| SAMS | ||||||
| PO BOX 399 | AMBRIDGE | PA | 15003 | 501C(3) | GREAT COMMISSION FUND | $5,400 |
| SPIRIT OF 67 FOUNDATION | ||||||
| 300 S WAUKEGAN ROAD | LAKE FOREST | IL | 60045 | 501C(3) | SCHOOL DISTRICT 67 SUPPORT | $500 |
| TRINITY SCHOOL FOR MINISTRY | ||||||
| 311 ELEVENTH STREET | AMBRIDGE | PA | 15003 | 501 C (3) | ANNUAL FUND | $100,000 |
| UNIVERSITY OF CHICAGO | ||||||
| 5807 SOUTH WOODLAWN AVE | CHICAGO | IL | 60637 | 501 C (3) | BOOTH SCHOOL OF BUSINESS | $1,500 |
| VOICE OF THE MARTYRS | ||||||
| PO BOX 443 | BARTLESVILLE | OK | 74005 | 501 C (3) | GREATEST NEED DESIGNATION | $5,000 |
| WASHINGTON UNIVERSITY | ||||||
| 7425 FORSYTH BLVD 1202 | ST LOUIS | MO | 63105 | 501C(3) | MEB MEMORIAL FIELD CAMP | $1,000 |
| WESTPORT YOUTH ATHLETIC ASSOCIATION | ||||||
| PO BOX 1567 | WESTPORT | MA | 02790 | 501 C (3) | FIELDS ON THE FARM FUND | $3,500 |
| 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 | $348,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,332 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $561,672 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - NON-INVESTMENT | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $648,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $648,028 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MARCIA ROSS BLACKBURN | ||||||
| 1 | 161 COQUILLE WAY | VERO BEACH | FL | 32963 | $582,084 | Yes (X) |
| ELIZABETH M ROSS | ||||||
| 2 | PO BOX 6007 | VERO BEACH | FL | 32961 | $405,313 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 9,341 SHARES HOSPIRA INC STOCK | $582,084 | 2014-12-23 |
| 2 | 8,200 SHARES ABBOTT LABORATORIES | $357,274 | 2014-11-19 |
| 2 | 1,049 SHARES ABBOTT LABORATORIES | $48,039 | 2014-12-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,025 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HUNTINGTON INVESTMENTS | StockNm |
| EOY Book Value | $3,771,311 | EOYBookValueAmt |
| EOYFMV | $5,732,728 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST CONTRIBUTION TO CARRYOVER BASIS VALUE | Desc |
| Amt | $924,047 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $27 |
| MISCELLANEOUS EXPENSE | $74 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $1,597 | $1,597 | |
| NONDIVIDEND DISTRIBUTIONS | $403 | $403 | |
| OTHER INCOME - NON-INVESTMENT | $24 | $24 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,191 | Amt |
| Net Investment Income | $15,191 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSE | $27,476 | $6,869 | $20,607 |
| OTHER TAXES | $292 | ||
| FOREIGN TAXES | $1,185 | $1,185 |
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