PINELLAS COMMUNITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PINELLAS COMMUNITY FOUNDATION (EIN 23-7113194)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-24
- IRS object ID
- 201421149349300007
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-24T09:45:25-04:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew J Csanady CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 67213 | AddressLine1 |
| City | St Pete Beach | City |
| State | FL | State |
| ZIP Code | 33736 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237113194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINELLAS COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PINE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 EAST BAY DRIVE | AddressLine1 |
| City | Clearwater | City |
| State | FL | State |
| ZIP Code | 33764 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE SCALES | PersonNm |
| Person Title | EXECUTIVE DIREC | PersonTitleTxt |
| Phone | 7275310058 | PhoneNum |
| Signature | 2014-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew J Csanady | PreparerPersonNm |
| PTIN | P00367476 | PTIN |
| Phone | 7273603481 | PhoneNum |
| Preparation | 2014-04-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Julie Scales | PrincipalOfficerNm |
| Gross Receipts | $3,210,152 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PINELLASCCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | INVESTMENT MANAGEMENT AND MAKING OF GRANTS TO BENEFICIARIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $825,884 | PYContributionsGrantsAmt |
| CY Contributions Grants | $544,516 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,991,227 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,665,636 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$585,183 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,231,928 | PYTotalRevenueAmt |
| CY Total Revenue | $3,210,152 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,727,266 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,993,271 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $100,474 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $102,115 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,971 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $666,400 | PYOtherExpensesAmt |
| CY Other Expenses | $635,142 | CYOtherExpensesAmt |
| PY Total Expenses | $12,494,140 | PYTotalExpensesAmt |
| CY Total Expenses | $2,730,528 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,262,212 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $479,624 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,287,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,607,432 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,287,771 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $85,607,432 | NetAssetsOrFundBalancesEOYAmt |
| Mission | INVESTMENT MANAGEMENT AND MAKING OF GRANTS TO BENEFICIARIES | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,681,386 | ExpenseAmt |
| Grant | $1,993,271 | GrantAmt |
| Revenue | $10,050,189 | RevenueAmt |
| Desc | INVESTMENT MANAGEMENT AND MAKING OF GRANTS TO BENEFICIARIES | Desc |
| Total Program Service Expenses | $2,681,386 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Scales | PersonNm |
| Phone | 7275310058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 EAST BAY DRIVE | AddressLine1 |
| City | Clearwater | City |
| State | FL | State |
| ZIP Code | 33764 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| LOUIE N ADCOCK JR | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA F DIAMOND ESQ | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARIA NIEVES EDMONDS | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J ENTEL MD | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH W FLEECE III | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Peggy OShea | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SALLIE A PARKS | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VIRGINIA WEBB ROWELL | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BYRON C SMITH CPA | |||||||
| Vice-Chair | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH B POWERS | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| David Sietsma | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUDGE IRENE SULLIVAN | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH E WILLIAMS | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jeannine Williams | |||||||
| Board Member | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Julie Scales | |||||||
| Secretary and Executive Direc | 30.00 | 0.00 | $55,291 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $55,291 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $544,516 | AllOtherContributionsAmt |
| Total Contributions | $544,516 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,665,636 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,665,636 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,210,152 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,665,636 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,993,271 | TotalAmt |
| Program Services | $1,993,271 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,291 | TotalAmt |
| Program Services | $52,526 | ProgramServicesAmt |
| Management And General | $2,765 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,799 | TotalAmt |
| Program Services | $33,059 | ProgramServicesAmt |
| Management And General | $1,740 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,695 | TotalAmt |
| Program Services | $2,560 | ProgramServicesAmt |
| Management And General | $135 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,400 | TotalAmt |
| Program Services | $2,280 | ProgramServicesAmt |
| Management And General | $120 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,930 | TotalAmt |
| Program Services | $6,583 | ProgramServicesAmt |
| Management And General | $347 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,400 | TotalAmt |
| Management And General | $8,400 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,288 | TotalAmt |
| Program Services | $588,288 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604 | TotalAmt |
| Program Services | $604 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,215 | TotalAmt |
| Program Services | $2,215 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,124 | TotalAmt |
| Management And General | $4,124 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Marketing | $16,971 | $16,971 | |
| Miscellaneous | $477 | $477 | |
| Postage | $2,034 | $2,034 | |
| Permits | $10 | $10 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,019 | TotalAmt |
| Management And General | $12,019 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,730,528 | TotalAmt |
| Program Services | $2,681,386 | ProgramServicesAmt |
| Management And General | $32,171 | ManagementAndGeneralAmt |
| Fundraising | $16,971 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,623 | BOYAmt |
| EOY | $779,584 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,491,148 | BOYAmt |
| EOY | $84,827,848 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,287,771 | BOYAmt |
| EOY | $85,607,432 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,126,454 | BOYAmt |
| EOY | $25,265,322 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,161,317 | BOYAmt |
| EOY | $60,342,110 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,287,771 | BOYAmt |
| EOY | $85,607,432 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,287,771 | BOYAmt |
| EOY | $85,607,432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $479,624 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,840,037 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 123456789 | EIN |
| Organization Type | 501 C 3 | OrganizationTypeDesc |
| Governing Document Listed | false | GoverningDocumentListedInd |
| Supported Org Notified | Yes (true) | SupportedOrgNotifiedInd |
| US Organized | Yes (true) | USOrganizedInd |
| Support | $1,688,185 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,688,185 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $74,333 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $95,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,024,519 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,161,317 | BeginningYearBalanceAmt |
| Contributions | $461,789 | ContributionsAmt |
| Investment Earnings Or Losses | $1,909,088 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,416,538 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $492,550 | AdministrativeExpensesAmt |
| End Year Balance | $55,623,106 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,476,957 | BeginningYearBalanceAmt |
| Contributions | $143,199 | ContributionsAmt |
| Investment Earnings Or Losses | $4,397,858 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,498,487 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $542,810 | AdministrativeExpensesAmt |
| End Year Balance | $49,976,717 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,166,150 | BeginningYearBalanceAmt |
| Contributions | $1,029,002 | ContributionsAmt |
| Investment Earnings Or Losses | $1,360,798 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,511,978 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $437,015 | AdministrativeExpensesAmt |
| End Year Balance | $61,606,957 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,258,797 | BeginningYearBalanceAmt |
| Contributions | $13,837,296 | ContributionsAmt |
| Investment Earnings Or Losses | $4,628,197 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,169,542 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $388,598 | AdministrativeExpensesAmt |
| End Year Balance | $61,166,150 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Total Rev Etc Audited Fincl Stmt | $10,050,189 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,840,037 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,840,037 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,210,152 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,210,152 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,730,528 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,730,528 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,730,528 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATON RECORDS IN MINUTES THE GRANT DETERMINATION PROCESS OF VARIOUS COMMITTEES | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | COMMITTEE REVIEWS FORM 990 |
| Conflict of interest policy compliance Part VI line 12c | MONITORED BY EXECUTIVE DIRECTOR AND CHAIR |
| CEO executive director top management comp Part VI line 15a | COMMITTEE APPROVES EXECTIVE DIRECTOR COMPENSATION |
| Other officer or key employee compensation Part VI line 15b | COMMITTEE APPROVES EXECTIVE DIRECTOR COMPENSATION |
| Governing documents etc available to public Part VI line 19 | ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON REQUEST |
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