LOST TREE VILLAGE CHARITABLE FOUNDATION INC: Form 990, tax year 2012
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- Organization
- LOST TREE VILLAGE CHARITABLE FOUNDATION INC (EIN 59-2104920)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-15
- IRS object ID
- 201400499349300245
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T11:04:04-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591488101 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LKD - CPAS & CONSULTANTS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 UNIVERSITY BLVD SUITE 215 | AddressLine1 |
| City | JUPITER | City |
| State | FL | State |
| ZIP Code | 33458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592104920 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOST TREE VILLAGE CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOST | NameControl |
| Phone | 5616223780 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 CHURCH LANE | AddressLine1 |
| City | NORTH PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33408 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TREASURER | Name |
| Title | DIRECTOR | Title |
| Phone | 5616223780 | Phone |
| Date Signed | 2014-02-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN A DYTRYCH | Name |
| PTIN | P00294232 | PTIN |
| Phone | 5616941040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 CHURCH LANE | AddressLine1 |
| City | NORTH PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33408 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4793669 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LOSTTREEFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF THE FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE BY BUILDING A STRONGER LOCAL COMMUNITY THROUGH THE PROCESS OF GRANTING FUNDS TO 501(C)(3) HUMAN SERVICE ORGANIZATIONS, WHICH PROVIDE SERVICES OR AID TO THOSE IN NEED IN OUR COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 90 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2008633 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3172114 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 147246 | InvestmentIncomePriorYear |
| Investment Income Current Year | 289040 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2155879 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3461154 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1520076 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1814602 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 180637 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 187201 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 103517 | OtherExpensePriorYear |
| Other Expenses Current Year | 133011 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1804230 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2134814 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 351649 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1326340 | RevenuesLessExpensesCY |
| Total Assets BOY | 5706322 | TotalAssetsBOY |
| Total Assets EOY | 7404985 | TotalAssetsEOY |
| Total Liabilities BOY | 441204 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 563887 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5265118 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6841098 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE LOST TREE VILLAGE CHARITABLE FOUNDATION IS DEDICATED TO BUILDING A STRONGER COMMUNITY AND IMPROVING THE QUALITY OF LIFE FOR ALL LOCAL RESIDENTS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1814602 | Expense |
| Grants | 1814602 | Grants |
| Description | THE ORGANIZATION AWARDED 57 GRANTS TO VARIOUS HUMAN SERVICE ENTITIES TO BE USED PRIMARILY FOR CAPITAL NEEDS. | Description |
| Total Program Service Expense | 1814602 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAMELA RUE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5616223780 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 CHURCH LANE | AddressLine1 |
| City | NORTH PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33408 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOSEPH M HICKEY | |||||||
| PRESIDENT | 10.00 | X | X | 0 | 0 | 0 | |
| CHARLES PRINCE | |||||||
| VICE PRESIDENT | 7.00 | X | X | 0 | 0 | 0 | |
| NANCY S CALCAGNINI | |||||||
| VICE PRESIDENT | 7.00 | X | X | 0 | 0 | 0 | |
| HOWARD A SHALLCROSS | |||||||
| TREASURER | 7.00 | X | X | 0 | 0 | 0 | |
| HENRY P BAER | |||||||
| SECRETARY | 10.00 | X | X | 0 | 0 | 0 | |
| DAVID A DABERKO | |||||||
| VICE PRESIDENT | 7.00 | X | X | 0 | 0 | 0 | |
| JOSEPH J MELONE | |||||||
| VICE PRESIDENT | 7.00 | X | X | 0 | 0 | 0 | |
| PHILIP A ODEEN | |||||||
| VICE PRESIDENT | 7.00 | X | X | 0 | 0 | 0 | |
| CARROLL S ROTCHFORD | |||||||
| VICE PRESIDENT | 7.00 | X | X | 0 | 0 | 0 | |
| PAMELA M RUE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 117628 | 0 | 11441 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 117628 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11441 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3172114 | AllOtherContributions |
| Noncash Contributions | 187735 | NoncashContributions |
| Total Contributions | 3172114 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132327 | TotalRevenueColumn |
| Exclusion | $132,327 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1489228 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1332515 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 156713 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 156713 | TotalRevenueColumn |
| Exclusion | $156,713 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3461154 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $289,040 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1814602 | Total |
| Program Services | 1814602 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162676 | Total |
| Management And General | 162676 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6950 | Total |
| Management And General | 6950 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4535 | Total |
| Management And General | 4535 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13040 | Total |
| Management And General | 13040 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20920 | Total |
| Management And General | 20920 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19492 | Total |
| Management And General | 19492 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25331 | Total |
| Management And General | 25331 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11927 | Total |
| Management And General | 11927 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7347 | Total |
| Management And General | 7347 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4235 | Total |
| Management And General | 4235 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2790 | Total |
| Management And General | 2790 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER EXPENSES | Description |
| Total | 40969 | Total |
| Management And General | 40969 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2134814 | Total |
| Program Services | 1814602 | ProgramServices |
| Management And General | 320212 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180203 | BOY |
| EOY | 258584 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199584 | BOY |
| EOY | 814642 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20000 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25800 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4586048 | BOY |
| EOY | 4957344 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 313906 | BOY |
| EOY | 980077 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380781 | BOY |
| EOY | 394338 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5706322 | BOY |
| EOY | 7404985 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7632 | BOY |
| EOY | 11887 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433572 | BOY |
| EOY | 552000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 441204 | BOY |
| EOY | 563887 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3651316 | BOY |
| EOY | 4642076 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 399278 | BOY |
| EOY | 898332 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1214524 | BOY |
| EOY | 1300690 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5265118 | BOY |
| EOY | 6841098 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5706322 | BOY |
| EOY | 7404985 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1326340 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 249640 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1409358 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1541679 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1549793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2008633 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3172114 | CurrentTaxYear |
| Total | 9681577 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1409358 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1541679 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1549793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2008633 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3172114 | CurrentTaxYear |
| Total | 9681577 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1474497 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8207080 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 110754 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92762 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 96577 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 108791 | CurrentTaxYearMinus1Year |
| Current Tax Year | 132327 | CurrentTaxYear |
| Total | 541211 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28891 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48543 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41758 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41706 | CurrentTaxYear |
| Total | 202269 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10425057 | TotalSupport |
| Public Support Pertcentage170 | 0.78720 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82260 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1214524 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 86166 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1300690 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1219958 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -5434 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1214524 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1035242 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 184716 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1219958 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 982972 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 52270 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1035242 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1194190 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -211218 | InvestmentEarningsOrLosses |
| End Of Year Balance | 982972 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MFB NORTHERN FUNDS BD INDEX FD | 478975 | F |
| MFB NORTHERN FUNDS TLTRA SHORT | 501102 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 980077 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN LEAD TRUST | 394332 |
| OTHER | 6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 394338 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3710794 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 249640 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 249640 | RevenueNotRptdF990 |
| Revenue Subtotal | 3461154 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3461154 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2134814 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2134814 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2134814 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PERMANENTLY RESTRICTED ENDOWMENT FUNDS - THE PRINCIPAL IS TO BE MAINTAINED IN PERPETUITY AND INVESTED FOR THE PURPOSE OF PRODUCING INCOME AND LONG-TERM GROWTH OF PRINCIPAL. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT HAS ASSESSED ITS TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2013 AND DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS TO BE RECOGNIZED. THE FOUNDATION IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (57 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| 211 PALM BEACHTREASURE COAST INC | ||||||
| POST OFFICE BOX 3588 | LANTANA | FL | 33465 | 237153017 | 50000 | CALL CENTER OPERATIONS |
| AMERICAN RED CROSS-PBC CHAPTER | ||||||
| 825 FERN STREET | WEST PALM BEACH | FL | 33401 | 530196605 | 7350 | REFLECTIVE VESTS |
| ARC OF PALM BEACH COUNTY | ||||||
| 1201 AUSTRALIAN AVENUE | RIVIERA BEACH | FL | 33404 | 590883386 | 26000 | RENOVATIONS |
| AID TO VICTIMS OF DOMESTIC ABUSE INC | ||||||
| POST OFFICE BOX 6161 | DELRAY BEACH | FL | 33482 | 592486620 | 30856 | COMPUTERS |
| BE A STAR FOUNDATION | ||||||
| 1201 US HIGHWAY ONE 350 | NORTH PALM BEACH | FL | 33408 | 202965003 | 16500 | FURNITURE & EQUIPMENT |
| BOYS & GIRLS CLUB OF PBC | ||||||
| 800 NORTHPOINT PARKWAY 204 | WEST PALM BEACH | FL | 33407 | 237060561 | 36000 | SOFTWARE PROGRAM |
| CARIDAD CENTER INC | ||||||
| 8645 WEST BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | 650149423 | 36523 | DENTAL RECORD SYSTEM |
| CENTER FOR FAMILY SERVICES | ||||||
| 4101 PARKER AVENUE | WEST PALM BEACH | FL | 33405 | 591084179 | 19732 | SECURITY SYSTEM |
| CHILD PROTECTION TEAM | ||||||
| 5305 GREENWOOD AVE 101 | WEST PALM BEACH | FL | 33407 | 650746922 | 23283 | SERVER & LAPTOPS |
| CHRISTIAN MANOR | ||||||
| 325 EXECUTIVE CENTER DRIVE | WEST PALM BEACH | FL | 33409 | 591360642 | 25000 | A/C UNITS |
| CHURCH OF THE HARVEST INC | ||||||
| 183 SOUTH LAKE AVENUE | PAHOKEE | FL | 33476 | 651079385 | 10500 | FLOOR SCRUBBER |
| CLASS OF 1957 ROOSEVELT HIGH SCHOOL | ||||||
| P O BOX 9124 | RIVIERA BEACH | FL | 33419 | 311504009 | 4000 | SCHOLARSHIP FUNDS |
| CLINICS CAN HELP | ||||||
| 1550 LATHAM RD 10 | WEST PALM BEACH | FL | 33409 | 202778895 | 16000 | WHEELCHAIR WASHING MACHINE |
| COMMUNITY BACK TO SCHOOL BASH | ||||||
| 5206 RIVERMILL LANE | LAKE WORTH | FL | 33463 | 651141522 | 25000 | SCHOOL SUPPLIES |
| DRUG ABUSE FOUNDATION | ||||||
| 400 S SWINTON AVENUE | DELRAY BEACH | FL | 33444 | 237074625 | 66500 | RENOVATE RESIDENTIAL CENTER |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | ||||||
| 3300 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | 592420369 | 96000 | MATERIAL AND SUPPLIES FOR ELEMENTARY SCHOOLS |
| EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTER | ||||||
| 106 MILITARY TRAIL | JUPITER | FL | 33458 | 010870672 | 25000 | RENOVATIONS |
| FARMWORKER'S CHILDREN'S COUNCIL INC | ||||||
| 130 ISLAND DRIVE | OCEAN RIDGE | FL | 33435 | 650169221 | 10000 | CAMP ALEGRE |
| FAU - COLLEGE OF NURSING | ||||||
| 777 GLADES ROAD ADMIN 295 | BOCA RATON | FL | 33431 | 590917284 | 50000 | SCHOLARSHIPS |
| FERN HOUSE INC | ||||||
| 1958 CHURCH STREET | WEST PALM BEACH | FL | 33409 | 592286556 | 60550 | RENOVATIONS |
| FLORIDA OUTREACH CENTER FOR THE BLIND INC | ||||||
| 2315 SOUTH CONGRESS AVENUE | PALM SPRINGS | FL | 33461 | 550827232 | 24000 | COMPUTERS |
| GIRL SCOUTS OF SOUTHEAST FLORIDA | ||||||
| 1224 WEST INDIANTOWN RD | JUPITER | FL | 33458 | 590657327 | 44500 | PROGRAM SUPPORT |
| GOVERNOR'S COUNCIL FOR COMMUNITY HEALTH | ||||||
| 800 CLEMATIS STREET | WEST PALM BEACH | FL | 33401 | 650449910 | 40000 | SUMMER CAMP PROGRAM |
| HABITAT FOR HUMANITY OF MARTIN COUNTY | ||||||
| 2555 SE BONITA STREET | STUART | FL | 34997 | 592816698 | 50000 | HOUSING |
| HOPE RURAL SCHOOL | ||||||
| 15929 SW 150TH STREET | INDIANTOWN | FL | 34956 | 592001615 | 15000 | GENERATOR |
| HOUSE OF HOPE | ||||||
| 2484 SE BONITA STREET | STUART | FL | 34997 | 592422998 | 28000 | APPLIANCES & EQUIPMENT |
| HOUSING PARTNERSHIP | ||||||
| 2001 WEST BLUE HERON BLVD | RIVIERA BEACH | FL | 33404 | 592704597 | 25000 | PROGRAM SUPPORT |
| JACK THE BIKE MAN | ||||||
| 2302 FLORIDA AVENUE | WEST PALM BEACH | FL | 33416 | 260579626 | 10000 | BIKE PARTS |
| JUPITER PRE SCHOOL | ||||||
| 17593 CINQUEZ PARK WEST | JUPITER | FL | 33458 | 591141608 | 15072 | KITCHEN RENOVATIONS |
| KIDS CANCER FOUNDATION | ||||||
| 246 ROYAL PALM BLVD | ROYAL PALM BEACH | FL | 33411 | 010551879 | 15000 | APPLIANCES & EQUIPMENT |
| LEGAL AID SOCIETY OF PALM BEACH COUNTY INC | ||||||
| 423 FERN STREET | WEST PALM BEACH | FL | 33401 | 596046994 | 4888 | RENOVATIONS |
| LITERACY COALITION OF PALM BEACH COUNTY | ||||||
| 3651 QUANTUM BLVD | BOYNTON BEACH | FL | 33426 | 650169781 | 50000 | EQUIPMENT & FURNITURE |
| LOGGERHEAD MARINE LIFE CENTER | ||||||
| 14200 US HIGHWAY ONE | JUNO BEACH | FL | 33408 | 592445926 | 10000 | PROGRAM SUPPORT |
| LORD'S PLACE THE | ||||||
| 2801 NORTH AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | 592240502 | 90000 | RENOVATE KITCHEN |
| MILAGRO CENTER | ||||||
| 695 AUBURN AVENUE | DELRAY BEACH | FL | 33444 | 650804625 | 10000 | ART SUPPLIES |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| 2500 QUANTUM LAKES DRIVE 212 | BOYNTON BEACH | FL | 33426 | 131665552 | 20640 | SUMMER CAMP PROGRAM |
| NEW HORIZONS SERVICE DOGS INC | ||||||
| 1590 LAUREL PARK COURT | ORANGE CITY | FL | 32763 | 593334829 | 10800 | PERSONNEL & DOG TRANSPORT |
| NOPE TASK FORCE INC | ||||||
| 3223 COMMERCE PLACE SUITE 101 | WEST PALM BEACH | FL | 33407 | 201289080 | 11353 | PROGRAM SUPPORT |
| OPPORTUNITY INC | ||||||
| 1713 QUAIL DRIVE | WEST PALM BEACH | FL | 33409 | 590624429 | 45000 | NEW PLAYGROUND |
| PALM BEACH COUNTY FOOD BANK | ||||||
| 525 GATOR DRIVE | LANTANA | FL | 33462 | 900788707 | 250000 | EQUIPMENT & SUPPLIES |
| PALM BEACH COUNTY SHERIFF'S FOUNDATION | ||||||
| 2300 JOG ROAD | WEST PALM BEACH | FL | 33411 | 272615023 | 10623 | NEW K-9 DOG |
| PALM BEACH HABILITATION CENTER INC | ||||||
| 4522 SOUTH CONGRESS AVENUE | LAKE WORTH | FL | 33461 | 596213381 | 16252 | ROOF REPAIRS |
| PALM BEACH PHOTOGRAPHIC CENTER | ||||||
| 415 CLEMATIS STREET | WEST PALM BEACH | FL | 33401 | 592801420 | 15000 | PROGRAM SUPPORT |
| PLACE OF HOPE | ||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | 650841384 | 50000 | OPERATING GRANT |
| QUANTUM HOUSE | ||||||
| 901 45TH STREET | WEST PALM BEACH | FL | 33407 | 650898326 | 4500 | EQUIPMENT & SUPPLIES |
| RENAISSANCE LEARNING CENTER | ||||||
| 5800 CORPORATE WAY | WEST PALM BEACH | FL | 33407 | 650720113 | 25000 | VAN |
| RUTH RALES JEWISH FAMILY SERVICE | ||||||
| 21300 RUTH BARON COLEMAN BOULEVARD | BOCA RATON | FL | 33428 | 651115689 | 19000 | FOOD PANTRY |
| SEAGULL INDUSTRIES FOR THE DISABLED INC | ||||||
| 3879 WEST INDUSTRIAL WAY | RIVIERA BEACH | FL | 33404 | 591879968 | 50000 | RENOVATIONS |
| SOUP KITCHEN INC THE | ||||||
| 8645 WEST BOYNTON BEACH BOULEVARD | BOYNTON BEACH | FL | 33474 | 592628415 | 26148 | FOOD & EQUIPMENT |
| SOUTH FLORIDA SCIENCE MUSEUM | ||||||
| 4801 DREHER TRAIL NORTH | WEST PALM BEACH | FL | 33405 | 590915177 | 33000 | NEW VEHICLE |
| SPEAK UP FOR KIDS OF PALM BEACH COUNTY | ||||||
| P O BOX 1896 | WEST PALM BEACH | FL | 33402 | 800345608 | 10000 | MARKETING MATERIALS |
| ST GEORGE'S CENTER | ||||||
| 21 WEST 22ND ST | RIVIERA BEACH | FL | 33404 | 590915177 | 20000 | RENOVATIONS |
| ST VINCENT DE PAUL SOCIETY - ST PETER'S CHURCH | ||||||
| 1701 INDIAN CREEK PARKWAY | JUPITER | FL | 33458 | 591058446 | 50000 | EMEREGENCY CASH PROGRAM |
| URBAN LEAGUE OF PALM BEACH COUNTY INC THE | ||||||
| 1700 N AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | 591533710 | 17639 | LAPTOPS |
| YMCA FOUNDATION OF SOUTH PBC | ||||||
| 9600 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | 050594761 | 25000 | SUMMER CAMP PROGRAM |
| YOUTH RECREATION ASSOCIATION | ||||||
| 3005 BERNARDO LANE | RIVIERA BEACH | FL | 33407 | 650250058 | 20000 | GIRLS BASKETBALL PROGRAM |
| YWCA OF PALM BEACH COUNTY INC | ||||||
| 2200 NORTH FLORIDA MANGO ROAD 102 | WEST PALM BEACH | FL | 33409 | 590751935 | 18393 | NEW VEHICLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 57 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 57 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT PROCEDURES ARE AS FOLLOWS: 1. ONCE A GRANT IS APPROVED, A GRANT CONTRACT IS SENT TO THE AGENCY WHICH MUST BE SIGNED AND AGREED TO BY AN EXECUTIVE OF THE AGENCY. 2. WHEN THIS CONTRACT IS RETURNED TO THE FOUNDATION AND ALL CONDITIONS ARE MET, A CHECK FOR THE GRANT AMOUNT IS THEN ISSUE ALONG WITH A GRANT ACCOUNTABILITY REPORT . THIS REPORT REQUIRES THE AGENCY TO INCLUDE A NARRATIVE ON THE SUCCESS OF THE GRANT AND AN ACCOUNTING OF THE AMOUNT EXPENDED WITH BACK-UP RECEIPTS. 3. ALSO, IF AN AGENCY RECEIVES A GRANT IN ONE YEAR AND A VISITING TEAM GOES BACK THE NEXT YEAR, ONE OF THE REQUIREMENTS FOR THE TEAM IS TO ENSURE THAT THE GRANT OF THE PRIOR YEAR WAS SPENT CORRECTLY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 3 | THE BOARD'S EXECUTIVE COMMITTEE DETERMINES AND APPROVES ALL COMPENSATION ON AN ANNUAL BASIS. EMPLOYEES DO NOT ENTER INTO ANY EMPLOYMENT AGREEMENT. | |
| PART III | COMPENSATION FROM UNRELATED ORGANIZATION - LOST TREE CLUB, INC. (AN UNRELATED ORGANIZATION) PAID PAMELA RUE (EXECUTIVE DIRECTOR)WAGES TOTALING $11,942 FOR THE YEAR 2012, FOR SERVICES RENDERED TO THE ORGANIZATION. | SUPPLEMENTAL INFORMATION |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 187735 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | A MEMBER OF THE FOUNDATION IS DEFINED AS FOLLOWS: (I) AN INDIVIDUAL WHO MADE A FINANCIAL CONTRIBUTION TO THE FOUNDATION IN AT LEAST ONE OF THE LAST TWO FISCAL YEARS PRIOR TO THE ANNUAL MEETING; (II) AN INDIVIDUAL WHO HAS MADE CONTRIBUTIONS TOTALING MORE THAN $100,000 SINCE THE FOUNDATION'S INCEPTION;AND (III) AN INDIVIDUAL WHO IS A MEMBER OF THE LEGACY SOCIETY. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS ARE ELIGIBLE TO VOTE ON SELECTING THE BOARD OF TRUSTEES AND MAY ELECT UP TO 90 OF THE TRUSTEES. THE BOARD OF TRUSTEES VOTE TO ELECT THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL DECISIONS MADE BY THE GOVERNING BOARD MUST BE APPROVED BY THE BOARD OF TRUSTEES MEMBERSHIP AND RATIFIED AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE DRAFT FORM 990 IS E-MAILED TO VOTING AND CERTAIN OTHER BOARD MEMBERS FOR AN INDEPENDENT REVIEW. BOARD MEMBERS MEET SUBSEQUENTLY TO MAKE INQUIRIES, DISCUSS QUESTIONS THEY MAY HAVE ON THE TAX RETURN, AND MAKE OR RECOMMEND CHANGES. AFTER ALL INQUIRIES ARE CLEARED AND ADJUSTMENTS MADE (IF ANY), THE TAX PREPARER SUBMITS A SECOND DRAFT TO THE BOARD FOR FINAL REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST AS IT ARISES. AT THE ANNUAL MEETING, BOARD MEMBERS ARE AGAIN ASKED TO DISCLOSE ANY CONFLICTS AND ARE REQUIRED TO DOCUMENT AND PRESENT THE ACTUAL CONFLICT TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNING BOARD REVIEWS AND APPROVES THE COMPENSATION OF EMPLOYEES. THE COMPENSATION IS INCLUDED IN THE BUDGET WHICH IS APPROVED BY THE BOARD AND DOCUMENTED AS SUCH IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | WRITTEN REQUESTS MUST BE MADE DIRECTLY TO THE ORGANIZATION FOR REVIEW OF ITS DOCUMENTS. PERSONS MAKING THE REQUEST MAY BE ASKED TO VISIT THE OFFICE TO REVIEW THE DOCUMENTS OR THEY MAY BE MAILED A COPY OF THE REQUESTED DOCUMENTS. |
| FORM 990; PART XII, LINE 2C | CONSISTENT WITH PRIOR YEAR THE FOUNDATION'S EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FOUNDATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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