GERTRUDE E SKELLY CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GERTRUDE E SKELLY CHARITABLE FOUNDATION (EIN 65-6085406)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-03
- IRS object ID
- 201411849349100201
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-03T10:34:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264595618 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C-LEVEL TAX GROUP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 N OCEAN DR STE 110 | AddressLine1 |
| City | SINGER ISLAND | City |
| State | FL | State |
| ZIP Code | 33404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656085406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERTRUDE E SKELLY CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERT | BusinessNameControlTxt |
| Phone | 5612761008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 NOCEAN BLVD | AddressLine1 |
| Address Line2 | ROOM/SUITE 206 | AddressLine2 |
| City | BOYNTON BEACH | City |
| State | FL | State |
| ZIP Code | 33435 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK E JOH | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5612761008 | PhoneNum |
| Signature | 2014-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN A STANDLEE CPA | PreparerPersonNm |
| PTIN | P00149180 | PTIN |
| Phone | 5616225355 | PhoneNum |
| Preparation | 2014-06-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,560,987 | 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 | $84,807 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84,807 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $274,282 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $274,282 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $194,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,314,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,289 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $553,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $394,378 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $256,170 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $134,489 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $121,681 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,070 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,070 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,360 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $555 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $555 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $16,819 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,682 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,137 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,930 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $287,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,748 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $746,533 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $746,533 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,034,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $889,281 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$480,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $251,080 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,510 | CashBOYAmt |
| Cash EOY | $2,511 | CashEOYAmt |
| Cash EOYFMV | $2,511 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,294,064 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $627,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $627,469 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $809,635 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $793,379 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,606,207 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,689,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,715,610 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,106,280 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,432,020 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,422,018 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,373 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,373 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $14,039,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,561,090 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,560,987 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $3,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $14,039,061 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,558,090 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,039,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,558,090 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,039,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,561,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,039,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$480,971 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,558,090 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,558,090 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,289 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $904,391 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,970,315 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,027,829 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,440,134 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066569 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $985,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,519,475 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063526 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,092,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,032,030 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072658 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $582,612 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,386,614 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033509 | DistributionYr5Rt |
| Total Distribution | 0.296674 | TotalDistributionRt |
| Average Distribution | 0.059335 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,579,442 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $924,406 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,511 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $926,917 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $889,281 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,022 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,022 | SubtotalAmt |
| Tax Based On Investment Income | $5,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,889 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,974 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,863 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,159 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | SUNTRUST BANKS INC | IndividualWithBooksNm |
| Phone | 4072374500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S ORANGE AVENUE | AddressLine1 |
| Address Line2 | SUITE 1600 | AddressLine2 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32801 | ZIPCode |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SUNTRUST BANK SOUTH FLORIDA | |||||||||
| 300 S ORANGE AVENUE | SUITE 1600 | ORLANDO | FL | 32801 | CO TRUSTEE | 8.00 | $128,085 | $0 | $0 |
| ERIK E JOH PA | |||||||||
| 4600 N OCEAN | BOYNTON BEACH | FL | 33435 | CO TRUSTEE | 30.00 | $128,085 | $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 | $15,816,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,816,692 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,816,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,579,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $778,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $778,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,022 | TotalTaxAmt |
| Distributable Before Adj | $773,950 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $773,950 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $773,950 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $889,281 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $889,281 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $889,281 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $773,950 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $348,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $216,341 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $263,548 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $159,837 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $987,726 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $889,281 | QualifyingDistributionsAmt |
| Applied To Current Year | $773,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $115,331 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,103,057 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,103,057 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $348,000 | ExcessFromYear4Amt |
| Excess From Year3 | $216,341 | ExcessFromYear3Amt |
| Excess From Year2 | $263,548 | ExcessFromYear2Amt |
| Excess From Year1 | $159,837 | ExcessFromYear1Amt |
| Excess From Current Year | $115,331 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GE SKELLY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 N OCEAN BLVD | AddressLine1 |
| Address Line2 | SUITE 206 | AddressLine2 |
| City | BOYNTON BEACH | City |
| State | FL | State |
| ZIP Code | 33435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5612761008 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT ON ORGANIZATION'S LETTERHEAD THE DETAILS OF THE ORGANIZATION'S PURPOSE AND FUNCTION AND THE METHODS UTILIZED TO ACCOMPLISH THE OBJECTIVES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 30 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE GRANTED ONLY TO QUALIFIED CHARITABLE ORGANIZATIONS THAT DIRECTLY PROVIDE SERVICES OR SCHOLARSHIPS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | NONE | PC | SCHOLARSHIP | $30,000 | |
| AMERICAN ACADEMY OF NURSING | ||||||||
| 1000 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | PC | EDGE RUNNER FOR INFANTS, CHILD & FAM | $10,000 | SUITE 910 |
| AMERICAN RED CROSS OF GREATER AR | ||||||||
| 401 S MONROE | LITTLE ROCK | AR | 722055410 | NONE | PC | RAPID RESPONSE TEAM CAMP & SPONS | $15,000 | |
| AURORA UNIVERSITY | ||||||||
| 347 S GLADSTONE AVE | AURORA | IL | 605064892 | NONE | PC | EMERGENCY FUND | $5,000 | |
| BINGHAMTON UNIVERSITY | ||||||||
| PO BOX 6000 | BINGHAMTON | NY | 139026000 | NONE | PC | NURSING PRACTICE LOAN FUND | $10,000 | |
| BRIARWOOD-BROOKWOOD | ||||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | NONE | PC | ENDOWMENT FOR NURSING CARE | $20,000 | |
| BROWARD COLLEGE FOUNDATION INC | ||||||||
| 110 EAST BROWARD BLVD | FT LAUDERDALE | FL | 33301 | NONE | SO I | EMERGENCY SCHOLARSHIP & MANIKIN | $10,000 | SUITE 750 |
| BROWARD HEALTH FOUNDATION | ||||||||
| 12 SE DAVID BLVD | FT LAUDERDALE | FL | 33316 | NONE | SO I | VIRTUAL HOSPITAL | $10,000 | |
| CARIDAD CENTER | ||||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | NONE | PC | VISION PROGRAM | $10,000 | |
| CENTER FOR TECHNOLOGY & INNOVATION | ||||||||
| 321 WATER STREET | BINGHAMTON | NY | 13901 | NONE | PC | TECKWORKS | $15,000 | |
| CHILDRENS AID AND FAMILY SERVICES | ||||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | NONE | PC | MEDICALLY NEEDY FOSTER CARE PROGRAM | $25,000 | |
| COLBY-SAWYER COLLEGE | ||||||||
| 541 MAIN STREET | NEW LONDON | NH | 032577835 | NONE | PC | NURSING SCHOLARSHIPS | $30,000 | |
| CONWAY INTERFAITH CLINIC INC | ||||||||
| 830 N CREEK DRIVE | CONWAY | AR | 72032 | NONE | PC | 300 POST MOUNT DELIVERY UNIT | $13,000 | |
| CUMBERLAND UNIVERSITY | ||||||||
| ONE CUMBERLAND SQ | LEBANON | TN | 37087 | NONE | PC | NURSING SCHOLARSHIPS | $10,000 | |
| DEAF SERVICE CENTER OF PBC | ||||||||
| 3111 S DIXIE HWY | WEST PALM BEACH | FL | 334051548 | NONE | PC | CONNECTING DEAF & HARD OF HEARING | $10,000 | SUITE 237 |
| DUKE UNIVERSITY | ||||||||
| 307 TRENT DRIVE | DURHAM | NC | 27710 | NONE | PC | DEAN'S EMERGENCY FUND | $20,000 | DUMC 3322 |
| FAU FOUNDATION | ||||||||
| PO BOX 3091 | BOCA RATON | FL | 33431 | NONE | SO I | NURSING STUDENT STIPEND, ETC. | $20,000 | |
| FENTRESS COUNTY CHILDREN'S CENTER | ||||||||
| 340 W CENTRAL AVE | JAMESTOWN | TN | 38556 | NONE | PC | CHILD AND FAMILY COUNSELING PROGRAM | $5,000 | |
| FIU | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | NONE | PC | NURSING SCHOLARSHIP PROGRAM | $20,000 | AHC3-527 |
| PARENT TO PARENT OF THE TREASURE CO | ||||||||
| PO BOX 365 | PALM CITY | FL | 34991 | NONE | PC | THERAPEUTIC RIDING SCHOLARSHIPS | $10,000 | |
| GEORGIA HEALTH SCIENCES UNIV | ||||||||
| 987 ST SEBASTIAN WAY | AUGUSTA | GA | 30912 | NONE | PC | SUPPORT FOR SUCCESS FUND | $10,000 | |
| HARBOR BRANCH OCEANOGRAPHIC INST | ||||||||
| 5600 US 1 NORTH | FT PIERCE | FL | 34946 | NONE | PC | SUMMER INTERNSHIPS & FELLOWSHIP | $15,000 | |
| IL STATE UNIV FOUNDATION | ||||||||
| CAMPUS BOX 5810 | NORMAL | IL | 61790 | NONE | SO I | NURSING SCHOLARSHIPS | $15,000 | |
| INDIAN RIVER STATE COLLEGE | ||||||||
| 3209 VIRGINIA AVE | FT PIERCE | FL | 34981 | NONE | PC | SCIENCE SCHOLARSHIPS | $10,000 | |
| MARSHALL UNIVERSITY FOUNDATION | ||||||||
| 519 JOHN MARSHALL DR | HUNTINGOTN | WV | 25703 | NONE | SO I | EMERGENCY FUND | $15,000 | |
| MEHARRY MEDICAL COLLEGE | ||||||||
| 1005 DR DB TODD JR BLVD | NASHVILLE | TN | 37208 | NONE | PC | MEDICAL SCHOLARS FUND | $15,000 | |
| NORTH DALLAS SHARED MINISTRIES | ||||||||
| 2875 MERRELL RD | DALLAS | TX | 75229 | NONE | PC | PRESCRIPTION MEDICATIONS & LAB | $15,000 | |
| PALM BEACH HABILITATION CTR | ||||||||
| 4522 S CONGRESS AVE | LAKE WORTH | FL | 33461 | NONE | PC | FOOD SERVICE EMPLOYMENT TRAINING | $10,000 | |
| PALM BEACH STATE COLL FOUNDATION | ||||||||
| 4200 CONGRESS AVENUE | LAKE WORTH | FL | 33461 | NONE | SO I | FGIC NURSING SCHOLARSHIPS | $10,000 | |
| PROVIDENCE ST MEL SCHOOL | ||||||||
| 119 S CENTRAL PARK BLVD | CHICAGO | IL | 60624 | NONE | PC | STUDENT SCHOLARSHIPS | $30,000 | |
| ROBERTS WESLEYAN COLLEGE | ||||||||
| 2301 WESTSIDE DRIVE | ROCHESTER | NY | 146241997 | NONE | PC | NURSING SCHOLARSHIPS - 1ST GEN STDS | $5,000 | |
| SAFEHAVEN OF TARRANT COUNTY | ||||||||
| 8701 W BEDFORD EULESS RD | HURST | TX | 76053 | NONE | PC | CHILDREN CAN SUCCEED | $5,000 | SUITE 600 |
| SAINT CATHERINE UNIVERSITY | ||||||||
| 2004 RANDOPH AVE | ST PAUL | MN | 55105 | NONE | PC | ACCESS & SUCCESS EMERGENCY GRANT | $5,000 | |
| SAINT JOSEPH'S EPISCOPAL SCHOOL | ||||||||
| 3300B S SEACREST BLVD | BOYNTON BEACH | FL | 33435 | NONE | PC | SCIENCE SCHOLARSHIPS | $10,000 | |
| SB IDEA INC | ||||||||
| 629 WEST DRIVE | DELRAY BEACH | FL | 33445 | NONE | PC | YOUTH EXPLORING SCIENCE | $2,500 | |
| SB IDEA INC | ||||||||
| 629 WEST DRIVE | DELRAY BEACH | FL | 33445 | NONE | PC | FAMILY LITERACY DAY | $18,533 | |
| SMITHSONIAN INSTITUTION | ||||||||
| PO BOX 37012 MRC 310 | WASHINGTON | DC | 200137012 | NONE | PC | SPACE SHUTTLE DISCOVERY | $30,000 | |
| SOUTH FLORIDA SCIENCE CENTER | ||||||||
| 4801 DREHER TRAIL N | WEST PALM BEACH | FL | 33405 | NONE | PC | THE SCIENCE PASSPORT PLUS | $15,000 | |
| SOUTH FLORIDA WILDLIFE CENTER | ||||||||
| 3200 SW 4TH AVE | FT LAUDERDALE | FL | 33315 | NONE | PC | VETERINARY INTERNSHIP | $5,000 | |
| TAKE STOCK IN CHILDREN PBC | ||||||||
| 1896 PALM BEACH LAKES | WEST PALM BEACH | FL | 33409 | NONE | PC | SCHOLARSHIPS, ETC | $12,500 | SUITE 103 |
| UNIV OF ALABAMA AT BIRMINGHAM | ||||||||
| NB204 | BIRMINGHAM | AL | 352941210 | NONE | PC | EMERGENCY ASSISTANCE PROGRAM | $15,000 | 1530 3RD AVE S |
| UNIV OF ARKANSAS FOUNDATION | ||||||||
| 4301 W MARKHAM STREET | LITTLE ROCK | AR | 72205 | NONE | SO I | NURSING LEARNING RESOURCE CENTER | $10,000 | SUITE 529 |
| UNIV OF CENTRAL FL FOUNDATION | ||||||||
| 4000 CENTRAL FL BLVD | ORLANDO | FL | 32816 | NONE | SO I | EMERGENCY GRANT FUND | $10,000 | |
| UNIV OF CONNECTICUT FOUNDATION | ||||||||
| 2390 ALUMNI DRIVE | STORRS | CT | 062693206 | NONE | SO I | STUDENT'S FIRST FUND | $5,000 | UNIT 3206 |
| UNIV OF MISSOURI-KANSAS | ||||||||
| 264 CHARLOTTE | KANSAS CITY | MO | 64108 | NONE | PC | STUDENT EMERGENCY FUND | $15,000 | |
| UNIV OF N MEXICO FOUNDATION | ||||||||
| MSC 09 5350 1 U OF NM | ALBUQUERQUE | NM | 87131 | NONE | SO I | STUDENT EMERGENCY FUND | $10,000 | |
| UNIV OF NORTH DAKOTA | ||||||||
| PO BOX 9025 | GRAND FORKS | ND | 58202 | NONE | PC | NURSING SCHOLARSHIP RAIN PRGM | $30,000 | |
| UNIV OF OKLAHOMA FOUNDATION | ||||||||
| PO BOX 26901 | OKLAHOMA CITY | OK | 73190 | NONE | SO I | NURSING SCHOLARSHIPS, FELLOWSHIPS | $20,000 | |
| UNIV OF SOUTH FL FOUNDATION | ||||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | NONE | SO I | NURSING STUDENTS EMERGENCY FUND | $15,000 | |
| URSULINE COLLEGE | ||||||||
| 2550 LANDER ROAD | PEPPER PICK | OH | 44124 | NONE | PC | EMERGENCY GRANTS | $10,000 | |
| VOLUNTEERS IN MEDICINE | ||||||||
| 41 E DUVAL STREET | JACKSONVILLE | FL | 32202 | NONE | 501(C)(3) | VOL IN MEDICINE CLINIC | $15,000 | |
| VSA ARTS OF FLORIDA | ||||||||
| 2728 LAKE WORTH ROAD | LAKE WORTH | FL | 33461 | NONE | PC | DRAMA/DANCE RESIDENCIES, COMM THEATR | $5,000 | |
| WAYNE STATE UNIVERSITY | ||||||||
| 5475 WOODWARD AVE | DETROIT | MI | 48202 | NONE | PC | STUDENT EMERGENCY FUND | $10,000 | |
| WEST PALM BEACH LIBRARY FOUNDATION | ||||||||
| 411 CLEMATIS ST | WEST PALM BEACH | FL | 33401 | NONE | SO I | ABE/GED CLASSES | $15,000 | 3RD FLOOR |
| YWCA OF PRINCETON NJ | ||||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08540 | NONE | PC | ESL LITERACY INITIATIVE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $746,533 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,807 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $119,321 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $434,187 | ExclusionAmt |
| Related Or Exempt Function Incm | $119,321 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $553,508 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,360 | Amt |
| Net Investment Income | $3,360 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| SUNTRUST BANK SOUTH FLORIDA |
| ERIK E JOH PA |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTERS AND SOFTWARE | PropertyDesc |
| Acquired | 1998-06-15 | AcquiredDt |
| Cost Or Other Basis | $12,373 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $12,373 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|
| LITIGATION PROCEEDS PTS | PURCHASE | $690 | $690 | |
| PUBLICLY TRADED SECURITIES | PURCHASE | $860,330 | $39,119 | $821,211 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $2,941,573 | $104,688 | $2,836,885 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $476,230 | $14,633 | $461,597 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $1,532,020 | $1,601,158 |
| MUTUAL FUNDS - FIXED INCOME | $900,000 | $820,860 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $6,508,757 | $9,090,132 |
| ABSOLUTE STRATEGIES FD | $849,394 | $868,820 |
| MANNING & NAPIER FD WORLD OPPORT | $613,202 | $691,603 |
| OPPENHEIMER DEV MARKETS FD | $407,752 | $493,026 |
| EATON VANCE ATLANTA CAPITAL SMID CAP | $380,384 | $519,589 |
| WASATCH LONG/SHORT FUND | $317,285 | $342,924 |
| ABERDEEN FUNDS - EQUITY LONG SHORT | $315,645 | $349,615 |
| CAMBIAR SMALL CAP FUND | $159,107 | $181,482 |
| T ROWE PRICE DIV SMALL CAP GROWTH FD | $137,929 | $178,419 |
| EQUITY FUNDS | ||
| FORUM FUNDS - ABSOLUTE STRATEGIES |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $809,635 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $793,379 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER & SOFTWARE | CategoryOrItemTxt |
| Cost Or Other Basis | $12,373 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $12,373 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $3,070 | LegalFeesAmt |
| Net Investment Income | $3,070 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE AND OFFICE | $1,424 | $142 | $1,282 |
| COMPUTER SOFTWARE & SUPPLIES | $4,648 | $4,648 | |
| DUES AND MEMBERSHIPS | $800 | ||
| SEMINARS & EDUCATION | $1,100 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE DEPOSIT | Desc |
| EOY Book Value | $3,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $555 | Amt |
| Net Investment Income | $555 | NetInvestmentIncomeAmt |
Comments