JERRY TAYLOR & NANCY BRYANT FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JERRY TAYLOR & NANCY BRYANT FOUNDATION (EIN 52-2134053)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-01
- IRS object ID
- 201300919349100600
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-01T09:17:46-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521946112 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILDEBRAND LIMPARIS & ASSOC CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 GUILFORD DRIVE SUITE 200 | AddressLine1 |
| City | FREDERICK | City |
| State | MD | State |
| ZIP Code | 21704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522134053 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERRY TAYLOR & NANCY BRYANT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JERR | NameControl |
| Phone | 9548281400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LAS OLAS CIRCLE NO 1003 | AddressLine1 |
| City | FT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33316 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY BRYANT | Name |
| Title | MANAGING TRUSTEE | Title |
| Phone | 9548281400 | Phone |
| Date Signed | 2013-03-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARL HILDEBRAND | Name |
| PTIN | P00295254 | PTIN |
| Phone | 3016209101 | Phone |
| Date Prepared | 2013-03-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10269199 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 168000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 264463 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 264463 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 390696 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2153020 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 390696 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 823159 | TotalRevenueAndExpenses |
| Total Net Investment Income | 655159 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1943 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1943 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 60065 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 59370 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 695 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 14625 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 12399 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 2226 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 162 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 510 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 510 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 77305 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 71769 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5374 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 488561 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 488561 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 565866 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 71769 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 493935 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 257293 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 583390 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16700 | CashBOY |
| Cash EOY | 73258 | CashEOY |
| Cash EOYFMV | 73258 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 181704 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 293091 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 293091 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 8393202 | InvestmentsOtherBOY |
| Investments Other EOY | 8482322 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 9902606 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 5076 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 4832 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 406 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 244 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 244 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 8592012 | TotalAssetsBOY |
| Total Assets EOY | 8848915 | TotalAssetsEOY |
| Total Assets EOYFMV | 10269199 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 390 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 390 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 8591622 | RetainedEarningsBOY |
| Retained Earnings EOY | 8848915 | RetainedEarningsEOY |
| Total Net Assets BOY | 8591622 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8848915 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8592012 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8848915 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8591622 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 257293 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 8848915 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8848915 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| CAPITAL GUARDIAN - VARIOUS SECURITIES | 334229 | 340703 | -6474 | -6474 | |
| CAPITAL GUARDIAN - VARIOUS SECURITIES | 1795204 | 1421621 | 373583 | 373583 | |
| CAPITAL GAINS DIVIDENDS | 23587 | 23587 | 23587 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 390696 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 475727 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10018224 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047486 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 415820 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9479342 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043866 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 496663 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8294458 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059879 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 561234 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10164722 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055214 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 504740 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11461673 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044037 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.250482 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050096 | AverageDistributionRatio |
| Net Noncharitable Assets | 9831844 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 492536 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5834 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 498370 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 493935 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 11668 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 11668 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 11668 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2160 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2160 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 9508 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | NANCY BRYANT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2022654702 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LAS OLAS CIRCLE 1003 | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33316 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GERALD TAYLOR | ||||||||
| ONE LAS OLAS CIRCLE 1003 | FT LAUDERDALE | FL | 33316 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| NANCY BRYANT | ||||||||
| ONE LAS OLAS CIRCLE 1003 | FT LAUDERDALE | FL | 33316 | MANAGING TRUSTEE | 15.00 | 0 | 0 | 0 |
| GALEN D TAYLOR | ||||||||
| ONE LAS OLAS CIRCLE 1003 | FT LAUDERDALE | FL | 33316 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| DIEM CHAU TAYLOR | ||||||||
| ONE LAS OLAS CIRCLE 1003 | FT LAUDERDALE | FL | 33316 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9788258 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 193310 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9981568 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9981568 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 149724 | CashDeemedCharitable |
| Net Noncharitable Assets | 9831844 | NetNoncharitableAssets |
| Minimum Investment Return | 491592 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 491592 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11668 | TaxBasedOnInvestmentIncome |
| Total Tax | 11668 | TotalTax |
| Distributable Amount Before Adj | 479924 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 479924 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 479924 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 493935 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 493935 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 493935 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 479924 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 488558 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 493935 | QualifyingDistributions |
| Applied To Year1 | 488558 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5377 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 474547 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERALD TAYLOR | ContributingManager |
| Contributing Manager | NANCY BRYANT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| ABACO PATHFINDERS | ||||||||||
| 6401 LYONS RD | COCONUT CREE | FL | 33073 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $4,000 | |||
| ACADEMY OF HOPE | ||||||||||
| 601 EDGEWOOD ST | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | EDUCATION @ TRAININGEDUCATION & TRAININGEDUCATION & TRAINING | $20,000 | |||
| ASIAN AMERICAN LEAD | ||||||||||
| 2100 NEW HAMPSHIRE | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | EDUCATION & TRAININGEDUCATION & TRAINING | $20,000 | |||
| ASSOCIATION FOR SMALL FOUNDATIONS | ||||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | MISCELLANEOUS | $1,000 | |||
| AUSTIN COLLEGE | ||||||||||
| 900 N GRAND AVE | SHERMAN | TX | 75090 | NONE | PRIVATE COLLEGE | EDUCATION & TRAINING | $10,000 | |||
| BEAUX ARTS FT LAUDERDALE | ||||||||||
| 1 EAST LAS OLAS BLVD | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $1,000 | |||
| BIMINI ALL AGES SCHOOL | ||||||||||
| NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $4,731 | ALICE TOWN | BIMINI | BF | ||||
| BRIGHT STAR SCHOOL FOUNDATION | ||||||||||
| PO BOX 6747 | KOKOMO | IN | 46904 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $15,000 | |||
| BROWARD PERF ARTS FOUNDATION | ||||||||||
| 201 SOUTHWEST 5TH | FT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $5,000 | |||
| BYTE BACK | ||||||||||
| 815 MONROE ST NE | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $35,000 | |||
| CLASSICAL SOUTH FLORIDA | ||||||||||
| 330 SW 2ND ST | FT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $500 | |||
| COLLEGE BOUND | ||||||||||
| 128 M ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $25,000 | |||
| COMMUNITY FOUNDATION OF BROWARD COUNTY | ||||||||||
| 1401 E BROWARD BLVD | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | COMMUNITY BUILDING | $83,330 | |||
| COMMUNITY FOUNDATION OF BROWARD COUNTY | ||||||||||
| 901 E LAS OLAS BLVD | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $10,000 | |||
| DISCOVERY SCIENCE CENTER | ||||||||||
| 2500 NORTH MAIN ST | SANTA ANA | CA | 92705 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $50,000 | |||
| EDUSEED | ||||||||||
| 1666 K STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $20,000 | |||
| FUNDING ARTS BROWARD | ||||||||||
| 401 EAST LAS OLAS | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $1,000 | |||
| HANDY INC | ||||||||||
| 501 NE 8TH ST | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $51,000 | |||
| HIGHER ACHIEVMENT PROGRAM | ||||||||||
| 317 8TH ST NE | WASHINGTON | DC | 200026107 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $50,000 | |||
| MUSEUM OF ART FT LAUDERDALE | ||||||||||
| ONE EAST LAS OLAS | FT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $1,000 | |||
| PRESERVATION ASSOCIATION OF BEAVER ISLAND | ||||||||||
| 25215 MAIN STREET | BEAVER ISLAND | MI | 49782 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $10,000 | |||
| RIVER OAKS CHRISTIAN CHURCH | ||||||||||
| 300 NORTH ELMS ST | JENKS | OK | 74037 | NONE | RELIGIOUS ORGANIZATI | SOCIAL SERVICES | $5,000 | |||
| SENIOR VOLUNTEER SERVICES | ||||||||||
| 4701 NW 33RD AVE | OAKLAND PARK | FL | 33309 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $25,000 | |||
| THE KENNEDY CENTER | ||||||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $30,000 | |||
| WETA | ||||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | NONE | PRIVATE CHARITY | MISCELLANEOUS | $500 | |||
| WLRN | ||||||||||
| PO BOX 01-2500 | MIAMI | FL | 33101 | NONE | PUBLIC CHARITY | ARTS & CULTURE | $500 | |||
| YOUNG AT ART CHILDRENS MUSEUM | ||||||||||
| 11584 WEST STATE | DAVIE | FL | 33325 | NONE | PUBLIC CHARITY | EDUCATION & TRAINING | $10,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 488561 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $264,463 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $390,696 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $655,159 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 655159 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GALEN DTAYLOR CHARITABLE LEAD TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LAS OLAS CIRCLE UNIT 1002 | AddressLine1 |
| City | FT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33316 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 168000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,943 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1943 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| COMPUTER & PRINTER | 2004-12-27 | 2705 | 1352 | 200DB | 5.000000000000 | 0 | 0 |
| COMPUTER & PRINTER | 2009-12-20 | 2371 | 779 | 200DB | 5.000000000000 | 162 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CAPITAL GUARDIAN FIXED INCOME | AT COST | 2813842 | 2968265 |
| CAPITAL GUARDIAN EQUITIES | AT COST | 5668480 | 6934341 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| COMPUTER & PRINTER | 2705 | 2705 | 0 |
| COMPUTER & PRINTER | 2371 | 2127 | 244 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES | 54 | 0 | 54 |
| PO BOX | 456 | 0 | 456 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CREDIT CARD PAYABLE | Description |
| BOY Book Value | 390 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PROFESSIONAL DUES | $695 | 0 | 695 |
| INVESTMENT FEES | $59,370 | 59370 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENTS | $12,399 | 12399 | 0 |
| 2011 TAX ON INVESTMENT INCOME | $66 | 0 | 66 |
| 2012 TAX ON INVESTMENT INCOME | $2,160 | 0 | 2160 |
Comments