CERES FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CERES FOUNDATION INC (EIN 58-2479387)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-09
- IRS object ID
- 201530999349100713
- 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
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-09T20:52:11-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 973 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29402 | 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 | 582479387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CERES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CERE | BusinessNameControlTxt |
| Phone | 8433770782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 328 EAST BAY STREET | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN GAVEL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8433770782 | PhoneNum |
| Signature | 2015-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY THOMAS | PreparerPersonNm |
| PTIN | P00535354 | PTIN |
| Phone | 8437226443 | PhoneNum |
| Preparation | 2015-04-02 | 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 | $32,389,716 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $167,943 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $167,943 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $382,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $382,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,119,018 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,991,748 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,119,018 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,116 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,682,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,669,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,885 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $96,885 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,183 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,183 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,250 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,250 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,736 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,989 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,998 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,999 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $355,424 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $355,424 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,352 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $52,106 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $113,751 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $113,751 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,324 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,031 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,445 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,586 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $780,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $390,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $277,967 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,890,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $390,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,387,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $792,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,279,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,500,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,191,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,191,532 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $32,920 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $39,960 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $39,960 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $544,076 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $460,184 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $476,579 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,110,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,905,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,871,454 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,716,767 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,712,302 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,763,425 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,070,308 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,596,509 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,713,473 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,338,043 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $616,750 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,746,174 | LandBOYAmt |
| Land EOY | $1,721,293 | LandEOYAmt |
| Land EOYFMV | $1,721,293 | LandEOYFMVAmt |
| Other Assets BOY | $612,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $612,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $612,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,333,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,239,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,389,716 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $253,464 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,567 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,416 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $351,941 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $254,880 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $368,508 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $28,078,905 | UnrestrictedBOYAmt |
| Unrestricted EOY | $28,871,047 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,078,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,871,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,333,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,239,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,078,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $792,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,871,047 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,871,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RJ 7137 SHORT TERM | P | $2,241,097 | $2,174,530 | $66,567 | $66,567 |
| RJ 7137 LONG TERM | P | $6,798,513 | $4,791,180 | $2,007,333 | $2,007,333 |
| RJ 9034 SHORT TERM | P | $510,000 | $510,000 | $0 | $0 |
| RJ 9034 LONG TERM | P | $781,000 | $781,000 | $0 | $0 |
| RJ 5170 SHORT TERM | P | $1,538,278 | $1,537,001 | $1,277 | $1,277 |
| RJ 5170 LONG TERM | P | $2,521,554 | $2,495,860 | $25,694 | $25,694 |
| RJ 5432 SHORT TERM | P | $2,463,772 | $2,470,245 | -$6,473 | -$6,473 |
| RJ 5432 LONG TERM | P | $124,677 | $112,914 | $11,763 | $11,763 |
| CAPITAL GAINS DIVIDENDS | P | $12,857 | $12,857 | $12,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,119,018 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,242,697 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,919,722 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044510 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,245,686 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,661,886 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048542 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,268,573 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,789,690 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047353 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,389,633 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,271,606 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052895 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,432,027 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,293,222 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058948 | DistributionYr5Rt |
| Total Distribution | 0.252248 | TotalDistributionRt |
| Average Distribution | 0.050450 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,720,217 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,499,385 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,791 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,522,176 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,387,967 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,960 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,621 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN GAVEL | IndividualWithBooksNm |
| Phone | 8433770782 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 328 EAST BAY STREET | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN L GAVEL | ||||||||
| BREWTON PLANTATION | YEMASSEE | SC | 29945 | PRESIDENT/EXEC. DIRECTOR | 30.00 | $96,885 | $0 | $0 |
| FRANK GAVEL JR | ||||||||
| 14 WILLOW BROOK LANE | NEWTOWN | CT | 06470 | TREASURER | 2.00 | $0 | $0 | $0 |
| LINDA GAVEL WEBB | ||||||||
| 3861 COUNTRY CLUB ROAD | TROUTVILLE | VA | 24175 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHARON O'QUINN | ||||||||
| 328 EAST BAY STREET | CHARLESTON | SC | 29401 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE ASSET MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 CARILLON PARKWAY | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $355,424 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,169,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,003,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,172,809 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,172,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $452,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,720,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,486,011 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,486,011 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,581 | TotalTaxAmt |
| Distributable Before Adj | $1,440,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,440,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,440,430 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,387,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,387,967 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,387,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,440,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,454 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $97,395 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $170,849 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,387,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,387,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $52,463 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $52,463 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $118,386 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $20,991 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,395 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,395 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE | |||||||
| 253 WEST 35TH STREET 6TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| ABILITY BEYOND DISABILITY | |||||||
| 4 BERKSHIRE BOULEVARD | BETHEL | CT | 06801 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 400 PERCIVAL RD | COLUMBIA | SC | 29206 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| AMI KIDS BEAUFORT | |||||||
| 60 HONEYBEE ISLAND RD | SEABROOK | SC | 29940 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| AMOS HOUSE | |||||||
| 34 ROCKY GLEN RD | DANBURY | CT | 06810 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| ANGEL FLIGHT | |||||||
| 2000 AIRPORT ROAD SUITE 227 | ATLANTA | GA | 30341 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| ANN'S PLACE | |||||||
| 39 OLD RIDGEBURY RD P-4 SUITE 17 | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $30,000 |
| AUDUBON SC | |||||||
| 336 SANCTUARY RD | HARLEYVILLE | SC | 29448 | NONE | OTHER PUBLIC CHARITY | EDUCATION & CONSERVATION | $20,000 |
| BARRIER ISLANDS FREE MEDICAL CLINIC | |||||||
| 220 RHETTS BLUFF | KIAWAH ISLAND | SC | 29455 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND/ HONOR B. KUNES | $5,000 |
| BEAUFORT MEMORIAL HOSPITAL FOUNDATION | |||||||
| PO BOX 2233 | BEAUFORT | SC | 29901 | NONE | OTHER PUBLIC CHARITY | LIFE FIT FUND | $10,000 |
| BELLE BARUCH FOUNDATION | |||||||
| 22 HOBCAW ROAD | GEORGETOWN | SC | 29440 | NONE | PUBLIC CHARITY | RESTORATION WORK | $20,000 |
| BEST PETS INC | |||||||
| 4567 W MONCRIEFF PLACE | DENVER | CO | 80212 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| BLUE RIDGE LITERACY | |||||||
| 706 S JEFFERSON STREET | ROANOKE | VA | 24016 | NONE | PUBLIC CHARITY | OPERATING FUND | $10,000 |
| BOTETOURT TECHNICAL EDUCATION CENTER | |||||||
| 253 POOR FARM ROAD | FINCASTLE | VA | 24090 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| BOYS AND GIRLS CLUB OF DELAWARE | |||||||
| 669 SOUTH UNION STREET | WILMINGTON | DE | 19805 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| BOYS FARM INC | |||||||
| PO BOX 713 | NEWBERRY | SC | 29108 | NONE | OTHER PUBLIC CHARITY | AGRICULTURE PROGRAMS | $15,000 |
| BUSINESS & INDUSTRY FOUNDATION OF WEST CONNECTICUT | |||||||
| 39 WEST STREET | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GOLF TOURNAMENT | $5,000 |
| CANINE ADVOCATES OF NEWTOWN | |||||||
| PO BOX 236 | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| CAPE CARES | |||||||
| PO BOX 1049 | EAST ORLEANS | MA | 02643 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 |
| CENTER FOR HEIRS PROPERTY | |||||||
| 1535 SAM RITTENBERG BLVD STE D | CHARLESTON | SC | 29407 | NONE | PUBLIC CHARITY | YEMASSEE WORK | $5,000 |
| CHANNEL 3 KIDS CAMP | |||||||
| 73 TIMES FARM RD | ANDOVER | CT | 06232 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 |
| CHARLESTON ANIMAL SOCIETY | |||||||
| 2455 REMOUNT ROAD | NORTH CHARLESTON | SC | 29406 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CHARLESTON AREA THERAPEUTIC RIDING INC | |||||||
| PO BOX 146 | JOHNS ISLAND | SC | 29457 | NONE | OTHER PUBLIC CHARITY | ROOF & GENERAL FUND | $10,000 |
| CHARLESTON HORTICULTURAL SOCIETY | |||||||
| 46 WINDERMERE BOULEVARD | CHARLESTON | SC | 29407 | NONE | OTHER PUBLIC CHARITY | PLANTASIA CHALLENGE | $7,000 |
| CHARLESTON LIBRARY SOCIETY | |||||||
| 164 KING STREET | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | BINDERY | $10,000 |
| CHARLESTON PARKS CONSERVANCY | |||||||
| PO BOX 21000 | CHARLESTON | SC | 29413 | NONE | PUBLIC CHARITY | COMMUNITY GARDEN FUND | $5,000 |
| CHILD HEALTH INVESTMENT PARTNERSHIP | |||||||
| 1201 3RD STREET SW | ROANOKE | VA | 24016 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $10,000 |
| CHILDREN'S ADVENTURE CENTER | |||||||
| 14 RIVERSIDE RD | SANDY HOOK | CT | 06482 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 |
| CLASSES 4 CLASSES | |||||||
| PO BOX 52 | FAIRFIELD | CT | 06824 | NONE | OTHER PUBLIC CHARITY | WEBSITE | $2,500 |
| COMMUNITY HIGH SCHOOL | |||||||
| 302 CAMPBELL AVENUE SE | ROANOKE | VA | 24013 | NONE | PUBLIC CHARITY | SCIENCE BUILDING | $50,000 |
| CONNECTICUT BURNS CARE FOUNDATION INC | |||||||
| 601 BOSTON POST ROAD | MILFORD | CT | 06460 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION INC | |||||||
| 282 WASHINGTON STREET | HARTOFRD | CT | 06106 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CORNELIA CONNELLY CENTER | |||||||
| 220 EAST FOURTH STREET | NEW YORK | NY | 10009 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CYCLE FOR SURVIVAL | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | HONOR OF LISA CLARK | $5,000 |
| CYSTIC FIBROSIS FOUNDATION - IOWA CHAPTER | |||||||
| 1025 ASHWORTH RD SUITE 512 | WEST DES MOINES | IA | 50312 | NONE | OTHER PUBLIC CHARITY | SHOOT FOR THE CURE | $5,000 |
| DOROTHY DAY HOSPITALITY HOUSE | |||||||
| PO BOX 922 | DANBURY | CT | 06813 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| EAST COOPER MEALS ON WHEELS | |||||||
| PO BOX 583 | MT PLEASANT | SC | 29465 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| FAITH FOOD PANTRY | |||||||
| 119 BOGGS HILLS ROAD | NEWTOWN | CT | 06470 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 |
| FENNELL ELEMENTARY SCHOOL | |||||||
| PO BOX 427 | YEMASSEE | SC | 29945 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $55,000 |
| FOOD AND ALLERGY RESEARCH AND EDUCATION | |||||||
| 7925 JONES BRANCH DRIVE SUITE 1100 | MCLEAN | VA | 22102 | NONE | PUBLIC CHARITY | GENERAL FUND AND NYC FUNDRAISER LUNCH | $6,000 |
| FRIENDS OF CAROLINE HOSPICE | |||||||
| 1110 13TH STREET | PORT ROYAL | SC | 29935 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $50,000 |
| FRIENDS OF THE BEAUFORT COUNTY LIBRARY | |||||||
| 311 SCOTT ST | BEAUFORT | SC | 29902 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 |
| GIBBES MUSEUM OF ART | |||||||
| 135 MEETING ST | CHARLESTON | SC | 29401 | NONE | OTHER PUBLIC CHARITY | CAPITAL CAMPAIGN | $50,000 |
| GOOD NEIGHBOR MEDICAL CLINIC | |||||||
| PO BOX 583 | BEAUFORT | SC | 29901 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| GREATER NEW HAVEN COMMUNITY | |||||||
| 171 ORANGE ST 3RD FLOOR | NEW HAVEN | CT | 06510 | NONE | OTHER PUBLIC CHARITY | HOUSING FOR HEROES GT | $5,000 |
| GROWFOOD CAROLINA | |||||||
| 900 MORRISON DRIVE | CHARLESTON | SC | 29403 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| HARRISON MUSEUM OF AFRICAN AMERICAN CULTURE | |||||||
| PO BOX 12544 | ROANOKE | VA | 24026 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| HOLLINS UNIVERSITY | |||||||
| PO BOX 69629 | ROANOKE | VA | 24020 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| HOTCHKISS SCHOOL | |||||||
| PO BOX 800 | LAKEVILLE | CT | 06039 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $35,000 |
| HOUSATONIC HABITAT FOR HUMANITY | |||||||
| 90 SHELTER ROCK RD | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 1919 SANTA MONICA BLVD SUITE 300 | SANTA MONICA | CA | 90404 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $30,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION GEORGIA CHAPTER | |||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | NONE | OTHER PUBLIC CHARITY | BOBBIE'S BAND & ATLANTA WALK | $15,000 |
| JEFFERSON CENTER FOUNDATION | |||||||
| 541 LUCK AVENUE SW SUITE 221 | ROANOKE | VA | 24016 | NONE | OTHER PUBLIC CHARITY | OPERATING FUND | $10,000 |
| KEVIN'S COMMUNITY CENTER | |||||||
| 31 PECKS LANE | NEWTOWN | CT | 06470 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| LITERACY VOLUNTEERS OF AMERICA - DANBURY | |||||||
| 248 MAIN STREET | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| LOWCOUNTRY OPEN LAND TRUST | |||||||
| 485 EAST BAY STREET | CHARLESTON | SC | 29403 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $30,000 |
| MILL MOUNTAIN THEATRE | |||||||
| ONE MARKET SQUARE SE | ROANOKE | VA | 24011 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $10,000 |
| MUSC CHILDREN'S HOSPITAL FUND | |||||||
| 59 BEE STREET | CHARLESTON | SC | 29425 | NONE | PUBLIC CHARITY | CHILDREN/WOMEN'S FUND | $50,000 |
| NATIONAL PKU ALLIANCE | |||||||
| PO BOX 501 | TOMAHAWK | WI | 54487 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| THE NATURE CONSERVANCY OF SC | |||||||
| PO BOX 20246 | CHARLESTON | SC | 29413 | NONE | OTHER PUBLIC CHARITY | ACE BASIN FUND | $10,000 |
| NEMOURS WILDLIFE FOUNDATION | |||||||
| 161 NEMOURS PLANTATION ROAD | YEMASSEE | SC | 29945 | NONE | OTHER PUBLIC CHARITY | CHALLENGE/BUILDING FUND | $20,000 |
| NEWTOWN FOREST ASSOCIATION INC | |||||||
| PO BOX 213 | NEWTOWN | CT | 06470 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| NEWTOWN HOOK AND LADDER | |||||||
| PO BOX 3911 | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| NEWTOWN UNDERWATER SEARCH AND RESCUE | |||||||
| PO BOX 3203 | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| NEWTOWN VOLUNTEER AMBULANCE | |||||||
| PO BOX 344 | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| NEWTOWN YOUTH AND FAMILY SERVICES | |||||||
| 17 CHURCH HILL RD | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| NEXTSTEP FITNESS | |||||||
| 4447 REDONDO BEACH BLVD | LAWNDALE | CA | 90260 | NONE | PUBLIC CHARITY | HONOR OF TAYLOR PRICE | $10,000 |
| OPERA ROANOKE | |||||||
| 1 MARKET SQ SE STE 2 | ROANOKE | VA | 24011 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $25,000 |
| PARKINSON'S DISEASE FOUNDATION | |||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| QUALITY DEER MANAGEMENT ASSOCIATION | |||||||
| PO BOX 160 | BOGART | GA | 30622 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $10,000 |
| REGIONAL HOSPICE OF WESTERN CT | |||||||
| 405 MAIN STREET | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $30,000 |
| REGIONAL YMCA OF WESTERN CONNECTICUT | |||||||
| 2 HUCKELBERRY HILL RD | BROOKFIELD | CT | 06804 | NONE | OTHER PUBLIC CHARITY | GOLF TOURNAMENT | $5,000 |
| ROANOKE AREA YOURTH SUBSTANCE ABUSE COALITION | |||||||
| PO BOX 13543 | ROANOKE | VA | 24035 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| ROANOKE CHILDREN'S THEATRE | |||||||
| PO BOX 4392 | ROANOKE | VA | 24015 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| ROANOKE SYMPHONY ORCHESTRA | |||||||
| 541 LUCK AVENUE SW SUITE 200 | ROANOKE | VA | 24016 | NONE | PUBLIC CHARITY | TABLES FOR BALL | $3,000 |
| ROANOKE VALLEY SPCA INC | |||||||
| 1340 BALDWIN AVENUE | ROANOKE | VA | 24012 | NONE | OTHER PUBLIC CHARITY | MEMORY OF SPUNKY | $5,000 |
| SAFE HAVEN OF GREATER WATERBURY | |||||||
| 29 CENTRAL AVENUE | WATERBURY | CT | 06702 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SOUTH CAROLINA AQUARIUM | |||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $20,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN ST SUITE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | OTHER PUBLIC CHARITY | CRUISE SHIP WORK | $20,000 |
| TULANE UNIVERSITY | |||||||
| 3439 PRYTANIA STREET | NEW ORLEANS | LA | 70115 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| UNIVERSITY OF CT MASTER GARDENER | |||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| VOICE FOR JOANIE | |||||||
| 5 GLENWOOD RD | NEW MILFORD | CT | 06776 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| WATER MISSIONS INTERNATIONAL | |||||||
| PO BOX 31258 | CHARLESTON | SC | 29417 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 |
| WESTERN CT HEALTH NETWORK | |||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $50,000 |
| WESTMINSTER SCHOOL | |||||||
| PO BOX 337 | SIMSBURY | CT | 06070 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,110,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,943 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $382,311 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,119,018 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,682,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,682,388 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,998 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,999 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH GENERATED IN INVESTMENT ACCOUNTS IS TRANSFERRED PERIODICALLY INTO THE OPERATING ACCOUNT TO PAY ONGOING OPERATIONAL COSTS OF THE FOUNDATION. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| BUILDING | 2003-04-15 | $1,407,046 | $386,260 | SL | 39.000000000000 | $36,078 | $0 | |
| BUILDING IMPROVEMENTS | 2003-04-15 | $25,520 | $7,003 | SL | 39.000000000000 | $654 | $0 | |
| BUILDING IMPROVEMENTS | 2003-08-01 | $329,755 | $87,087 | SL | 39.000000000000 | $8,455 | $0 | |
| BUILDING IMPROVEMENTS | 2003-09-01 | $38,592 | $10,197 | SL | 39.000000000000 | $990 | $0 | |
| BUILDING IMPROVEMENTS | 2004-01-15 | $6,843 | $1,743 | SL | 39.000000000000 | $175 | $0 | |
| BUILDING IMPROVEMENTS | 2004-03-18 | $15,384 | $3,858 | SL | 39.000000000000 | $394 | $0 | |
| BUILDING IMPROVEMENTS | 2004-04-01 | $21,684 | $5,398 | SL | 39.000000000000 | $556 | $0 | |
| BUILDING IMPROVEMENTS | 2004-04-01 | $385 | $97 | SL | 39.000000000000 | $10 | $0 | |
| BUILDING IMPROVEMENTS | 2004-04-14 | $24,847 | $6,184 | SL | 39.000000000000 | $637 | $0 | |
| BUILDING IMPROVEMENTS | 2004-10-01 | $86,800 | $20,498 | SL | 39.000000000000 | $2,226 | $0 | |
| AQUARIUM | 2003-08-06 | $2,809 | $2,809 | 200DB | 7.000000000000 | $0 | $0 | |
| DESK | 2003-05-01 | $7,314 | $7,314 | 200DB | 10.000000000000 | $0 | $0 | |
| FURNITURE | 2003-07-24 | $10,426 | $10,426 | 200DB | 10.000000000000 | $0 | $0 | |
| STATUE OF CERES | 2004-12-14 | $6,000 | $6,000 | 200DB | 7.000000000000 | $0 | $0 | |
| ARTWORK | 2005-07-19 | $19,892 | $0 | $0 | 0.000000000000 | |||
| FAX MACHINE | 1999-08-31 | $205 | $205 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER AND PRINTER | 2005-09-29 | $1,602 | $1,602 | 200DB | 5.000000000000 | $0 | $0 | |
| LAND | 2003-04-15 | $248,300 | L | $0 | $0 | |||
| BUILDING IMPROVEMENTS | 2009-05-04 | $7,121 | $854 | SL | 39.000000000000 | $183 | $0 | |
| BUILDING IMPROVEMENTS | 2009-07-09 | $26,565 | $3,065 | SL | 39.000000000000 | $681 | $0 | |
| BUILDING IMPROVEMENTS | 2009-08-13 | $9,740 | $1,104 | SL | 39.000000000000 | $250 | $0 | |
| BUILDING IMPROVEMENTS | 2009-10-15 | $12,348 | $1,347 | SL | 39.000000000000 | $317 | $0 | |
| COMPUTER | 2009-07-02 | $1,640 | $773 | 200DB | 5.000000000000 | $47 | $0 | |
| BUILDING IMPROVEMENTS | 2004-05-22 | $10,797 | SL | 39.000000000000 | $277 | $0 | ||
| BUILDING IMPROVEMENTS | 2014-08-14 | $16,428 | SL | 39.000000000000 | $176 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RAYMOND JAMES - CORPORATE BONDS | BondNm |
| EOY Book Value | $2,712,302 | EOYBookValueAmt |
| EOYFMV | $2,763,425 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES - CORPORATE STOCK | StockNm |
| EOY Book Value | $15,905,775 | EOYBookValueAmt |
| EOYFMV | $18,871,454 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $460,184 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $476,579 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAYMOND JAMES - MUTUAL FUNDS | AT COST | $135,277 | $208,609 |
| RAYMOND JAMES - ASSET BACKED SECURITIES | AT COST | $2,129,878 | $2,141,322 |
| RAYMOND JAMES - REITS/TANGIBLES | AT COST | $222,130 | $260,946 |
| RAYMOND JAMES - ALETRNATIVE INVESTMENTS | AT COST | $1,609,218 | $1,655,527 |
| RAYMOND JAMES - OPEN-END FUNDS | AT COST | $1,500,006 | $1,447,069 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $1,407,046 | $422,338 | $984,708 |
| BUILDING IMPROVEMENTS | $25,520 | $7,657 | $17,863 |
| BUILDING IMPROVEMENTS | $329,755 | $95,542 | $234,213 |
| BUILDING IMPROVEMENTS | $38,592 | $11,187 | $27,405 |
| BUILDING IMPROVEMENTS | $6,843 | $1,918 | $4,925 |
| BUILDING IMPROVEMENTS | $15,384 | $4,252 | $11,132 |
| BUILDING IMPROVEMENTS | $21,684 | $5,954 | $15,730 |
| BUILDING IMPROVEMENTS | $385 | $107 | $278 |
| BUILDING IMPROVEMENTS | $24,847 | $6,821 | $18,026 |
| BUILDING IMPROVEMENTS | $86,800 | $22,724 | $64,076 |
| AQUARIUM | $2,809 | $2,809 | $0 |
| DESK | $7,314 | $7,314 | $0 |
| FURNITURE | $10,426 | $10,426 | $0 |
| STATUE OF CERES | $6,000 | $6,000 | $0 |
| ARTWORK | $19,892 | $0 | $19,892 |
| FAX MACHINE | $205 | $205 | $0 |
| COMPUTER AND PRINTER | $1,602 | $1,602 | $0 |
| LAND | $248,300 | $0 | $248,300 |
| BUILDING IMPROVEMENTS | $7,121 | $1,037 | $6,084 |
| BUILDING IMPROVEMENTS | $26,565 | $3,746 | $22,819 |
| BUILDING IMPROVEMENTS | $9,740 | $1,354 | $8,386 |
| BUILDING IMPROVEMENTS | $12,348 | $1,664 | $10,684 |
| COMPUTER | $1,640 | $1,640 | $0 |
| BUILDING IMPROVEMENTS | $10,797 | $277 | $10,520 |
| BUILDING IMPROVEMENTS | $16,428 | $176 | $16,252 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,736 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,989 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED ARTWORK | Desc |
| BOY Book Value | $612,000 | BOYBookValueAmt |
| EOY Book Value | $612,000 | EOYBookValueAmt |
| EOYFMV | $612,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $4,586 | $0 | $4,586 |
| ACCRUED INTEREST ON BONDS | $16,445 | $16,445 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $13,116 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,116 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL WITHHOLDING TAXES PAYABLE | $1,416 | $1,798 |
| PENDING TRANSACTIONS | $0 | $350,143 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $355,424 | Amt |
| Net Investment Income | $355,424 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $18,352 | $18,352 | $0 |
| EXCISE TAX | $55,206 | $0 | $0 |
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