GERTRUDE E SKELLY CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GERTRUDE E SKELLY CHARITABLE FOUNDATION (EIN 65-6085406)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201301269349100015
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T09:45:18-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C-LEVEL TAX GROUP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656085406 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | GERT | NameControl |
| Phone | 5612761008 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIK E JOH | Name |
| Title | CO-TRUSTEE | Title |
| Phone | 5612761008 | Phone |
| Date Signed | 2013-03-29 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN A STANDLEE CPA | Name |
| Phone | 5616225355 | Phone |
| Date Prepared | 2013-03-27 | 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 | 15124697 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 131008 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 131008 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 194206 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 194206 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 261679 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5608120 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13007 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 586893 | TotalRevenueAndExpenses |
| Total Net Investment Income | 338221 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 260158 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 136583 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 123575 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3138 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1569 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 2819 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 420 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 14117 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 1412 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 12705 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7473 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 111 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5092 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 287705 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 140095 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 141372 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 765000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 765000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1052705 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 140095 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 906372 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -465812 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 198126 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2604 | CashBOY |
| Cash EOY | 32510 | CashEOY |
| Cash EOYFMV | 32510 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2628248 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3294064 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3294064 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 758635 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 7290968 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7606207 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8564024 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3824418 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3106280 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3234099 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 12373 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 12373 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 14504873 | TotalAssetsBOY |
| Total Assets EOY | 14039061 | TotalAssetsEOY |
| Total Assets EOYFMV | 15124697 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 14504873 | CapitalStockBOY |
| Capital Stock EOY | 14039061 | CapitalStockEOY |
| Total Net Assets BOY | 14504873 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14039061 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14504873 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14039061 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14504873 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -465812 | ExcessOfRevenueOverExpenses |
| Subtotal | 14039061 | Subtotal |
| Total Net Assets Fund Balances EOY | 14039061 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13007 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1027829 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 15440134 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066569 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 985883 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15519475 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.063526 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1092200 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15032030 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.072658 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 582612 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 17386614 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033509 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1280616 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 19537281 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065547 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.301809 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060362 | AverageDistributionRatio |
| Net Noncharitable Assets | 14970315 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 903638 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1981 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 905619 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 906372 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1981 | InvestmentIncomeExciseTax |
| Subtotal | 1981 | Subtotal |
| Tax Based On Investment Income | 1981 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3870 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3870 | TotalCreditsAndPayments |
| Overpayment | 1889 | Overpayment |
| Amount Credited To Next Year | 1889 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | SUNTRUST BANKS INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4072374500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| SUNTRUST BANK SOUTH FLORIDA | |||||||||
| 300 S ORANGE AVENUE | SUITE 1600 | ORLANDO | FL | 32801 | CO TRUSTEE | 8.00 | 130079 | 0 | 0 |
| ERIK E JOH PA | |||||||||
| 4600 N OCEAN | BOYNTON BEACH | FL | 33435 | CO TRUSTEE | 30.00 | 130079 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 15178255 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20034 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 15198289 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 15198289 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 227974 | CashDeemedCharitable |
| Net Noncharitable Assets | 14970315 | NetNoncharitableAssets |
| Minimum Investment Return | 748516 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 748516 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1981 | TaxBasedOnInvestmentIncome |
| Total Tax | 1981 | TotalTax |
| Distributable Amount Before Adj | 746535 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 746535 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 746535 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 906372 | ExpensesAndContributions |
| Qualifying Distributions | 906372 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1981 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 904391 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 746535 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 42672 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 348000 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 216341 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 263548 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 870561 | TotalExcessDistriCarryover |
| Qualifying Distributions | 906372 | QualifyingDistributions |
| Applied To Current Year | 746535 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 159837 | RemainingDistriFromCorpus |
| Total Corpus | 1030398 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 42672 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 987726 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 348000 | ExcessFromYear3 |
| Excess From Year2 | 216341 | ExcessFromYear2 |
| Excess From Year1 | 263548 | ExcessFromYear1 |
| Excess From Current Year | 159837 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | GE SKELLY FOUNDATION | RecipientName |
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 Number | 5612761008 | RecipientPhoneNumber |
| 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 | FormAndInfoAndMaterials |
| Submission Deadlines | JULY 31 OF EACH YEAR | SubmissionDeadlines |
| Restrictions On Awards | AWARDS ARE GRANTED ONLY TO QUALIFIED CHARITABLE ORGANIZATIONS THAT DIRECTLY PROVIDE SERVICES OR SCHOLARSHIPS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | NONE | 501 (C)(3) | SCHOLARSHIP | $30,000 | |
| AMERICAN ACADEMY OF NURSING | ||||||||
| 1000 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | 501 (C)(3) | ANNUAL NURSING MEETING & CONF | $30,000 | SUITE 910 |
| AMERICAN RED CROSS NATIONAL | ||||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NONE | 501 (C) (3) | NATIONAL STUDENT NURSE PRG DIV FORUM | $30,000 | |
| AMERICAN RED CROSS OF GREATER AR | ||||||||
| 401 S MONROE | LITTLE ROCK | AR | 722055410 | NONE | 501 (C) (3) | RAPID RESPONSE TEAM CAMP & SPONS | $25,000 | |
| BRIARWOOD-BROOKWOOD | ||||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | NONE | 501 (C) (3) | MEDICAL PROGRAM | $20,000 | |
| CARIDAD CENTER | ||||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | NONE | 501 (C) (3) | CHRONIC DISEASE PET PROGRAM | $10,000 | |
| CENTER FOR TECHNOLOGY & INNOVATION | ||||||||
| 321 WATER STREET | BINGHAMTON | NY | 13901 | NONE | 501 (C) (3) | BLUE BOX PROGRAM, ET AL | $20,000 | |
| CHILDRENS AID AND FAMILY SERVICES | ||||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | NONE | 501 (C) (3) | MEDICALLY NEEDY FOSTER CARE PROGRAM | $25,000 | |
| COLBY-SAWYER COLLEGE | ||||||||
| 541 MAIN STREET | NEW LONDON | NH | 032577835 | NONE | 501 (C) (3) | NURSING SCHOLARSHIPS | $30,000 | |
| TAKE STOCK IN CHILDREN PBC | ||||||||
| 1896 PALM BEACH LAKES | WEST PALM BEACH | FL | 33409 | NONE | 501 (C) (3) | SCHOLARSHIPS, ETC | $10,000 | SUITE 103 |
| CONWAY INTERFAITH CLINIC INC | ||||||||
| 830 N CREEK DRIVE | CONWAY | AR | 72032 | NONE | 501 (C) (3) | MEDICAL AND DENTAL SERVICES | $10,000 | |
| CUMBERLAND UNIVERSITY | ||||||||
| ONE CUMBERLAND SQ | LEBANON | TN | 37087 | NONE | 501 (C) (3) | NURSING SCHOLARSHIPS | $10,000 | |
| DUKE UNIVERSITY | ||||||||
| 307 TRENT DRIVE | DURHAM | NC | 27710 | NONE | 501(C) (3) | DEAN'S EMERGENCY FUND | $20,000 | DUMC 3322 |
| FENTRESS COUNTY CHILDREN'S CENTER | ||||||||
| 340 W CENTRAL AVE | JAMESTOWN | TN | 38556 | NONE | 501(C) (3) | CHILD AND FAMILY COUNSELING PROGRAM | $5,000 | |
| FAU FOUNDATION | ||||||||
| PO BOX 3091 | BOCA RATON | FL | 33431 | NONE | 501(C) (3) | NURSING STUDENT STIPEND | $20,000 | |
| FIU | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | NONE | 501(C) (3) | NURSING SCHOLARSHIP PROGRAM | $20,000 | AHC3-527 |
| BINGHAMTON UNIVERSITY | ||||||||
| PO BOX 6000 | BINGHAMTON | NY | 139026000 | NONE | 501(C)(3) | NURSING SCHOLARSHIP | $20,000 | |
| HARBOR BRANCH OCEANOGRAPHIC INST | ||||||||
| 5600 US 1 NORTH | FT PIERCE | FL | 34946 | NONE | 501(C)(3) | SUMMER INTERNSHIPS & FELLOWSHIP | $15,000 | |
| IL STATE UNIV FOUNDATION | ||||||||
| CAMPUS BOX 5810 | NORMAL | IL | 61790 | NONE | 501 (C) (3) | NURSING SCHOLARSHIPS | $15,000 | |
| INDIAN RIVER STATE COLLEGE | ||||||||
| 3209 VIRGINIA AVE | FT PIERCE | FL | 34981 | NONE | 501 (C) (3) | SCIENCE SCHOLARSHIPS | $10,000 | |
| UNIV OF MISSOURI-KANSAS | ||||||||
| 264 CHARLOTTE | KANSAS CITY | MO | 64108 | NONE | 501 (C) (3) | STUDENT EMERGENCY FUND | $15,000 | |
| MARSHALL UNIVERSITY FOUNDATION | ||||||||
| 519 JOHN MARSHALL DR | HUNTINGOTN | WV | 25703 | NONE | 501 (C) (3) | EMERGENCY FUND & DUAL ENERGY XRAY | $15,000 | |
| MEHARRY MEDICAL COLLEGE | ||||||||
| 1005 DR DB TODD JR BLVD | NASHVILLE | TN | 37208 | NONE | 501 (C) (3) | MEDICAL & DENTAL SCHOLARSHIPS | $15,000 | |
| NORTH DALLAS SHARED MINISTRIES | ||||||||
| 2875 MERRELL RD | DALLAS | TX | 75229 | NONE | 501 (C) (3) | PRESCRIPTION MEDICATIONS & LAB | $15,000 | |
| PALM BEACH HABILITATION CTR | ||||||||
| 4522 S CONGRESS AVE | LAKE WORTH | FL | 33461 | NONE | 501 (C) (3) | FOOD SERVICE EMPLOYMENT TRAINING | $10,000 | |
| FULL CIRCLE THERAPEUTIC RIDING | ||||||||
| PO BOX 365 | PALM CITY | FL | 34991 | NONE | 501 (C) (3) | SCHOLARSHIPS & EQUINE EMPOWERMENT | $10,000 | |
| PROVIDENCE ST MEL SCHOOL | ||||||||
| 119 S CENTRAL PARK BLVD | CHICAGO | IL | 60624 | NONE | 501 (C) (3) | STUDENT SCHOLARSHIPS | $30,000 | |
| SB IDEA INC | ||||||||
| 629 WEST DRIVE | DELRAY BEACH | FL | 33445 | NONE | 501 (C) (3) | YOUTH EXPLORING SCIENCE | $20,000 | |
| SAFEHAVEN OF TARRANT COUNTY | ||||||||
| 6815 MANHATTAN BLVD | FT WORTH | TX | 76120 | NONE | 501(C)(3) | CHILDREN CAN SUCCEED | $5,000 | SUITE 105 |
| ST JOSEPH'S EPISCOPAL SCHOOL | ||||||||
| 3300B S SEACREST BLVD | BOYNTON BEACH | FL | 33435 | NONE | 501(C)(3) | SCIENCE SCHOLARSHIPS | $10,000 | |
| SMITHSONIAN INSTITUTION | ||||||||
| INDEPENDENCE AVE 6TH ST | WASHINGTON | DC | 20013 | NONE | 501(C)(3) | HOW THINGS FLY WEB SITE | $30,000 | |
| S FLORIDA SCIENCE MUSEUM | ||||||||
| 4801 DREHER TRAIL N | WEST PALM BEACH | FL | 33405 | NONE | 501(C)(3) | SCIENCE PASSPORT PLUS | $10,000 | |
| SPRINGFIELD MEDICAL CARE SYSTEMS | ||||||||
| 368 RIVER STREET | SPRINGFIELD | VT | 05156 | NONE | 501(C)(3) | DENTAL CLINIC | $5,000 | |
| BOGGY CREEK GANG | ||||||||
| 30500 BRANTLEY BRANCH ROA | EUSTIS | FL | 32736 | NONE | 501(C)(3) | THERAPEUTIC CAMP PROGRAM | $5,000 | |
| GEORGIA HEALTH SCIENCES UNIV | ||||||||
| 987 ST SEBASTIAN WAY | AUGUSTA | GA | 30912 | NONE | 501(C)(3) | SUPPORT FOR SUCCESS FUND | $10,000 | |
| PALM BEACH STATE COLL FOUNDATION | ||||||||
| 4200 CONGRESS AVENUE | LAKE WORTH | FL | 33461 | NONE | 501(C)(3) | FGIC NURSING SCHOLARSHIPS | $10,000 | |
| UNIV OF ARKANSAS FOUNDATION | ||||||||
| 4301 W MARKHAM STREET | LITTLE ROCK | AR | 72205 | NONE | 501(C)(3) | NURSING SCHOLARSHIPS | $30,000 | SUITE 529 |
| UNIV OF CENTRAL FL FOUNDATION | ||||||||
| 4000 CENTRAL FL BLVD | ORLANDO | FL | 32816 | NONE | 501(C)(3) | EMERGENCY GRANT FUND | $20,000 | |
| UNIV OF N MEXICO FOUNDATION | ||||||||
| MSC 09 5350 1 U OF NM | ALBUQUERQUE | NM | 87131 | NONE | 501(C)(3) | EMERGENCY FUND AND NURSING STD MENTR | $10,000 | |
| UNIV OF NORTH DAKOTA | ||||||||
| PO BOX 9025 | GRAND FORKS | ND | 58202 | NONE | 501(C)(3) | NURSING SCHOLARSHIP RAIN PRGM | $30,000 | |
| UNIV OF OKLAHOMA FOUNDATION | ||||||||
| PO BOX 26901 | OKLAHOMA CITY | OK | 73190 | NONE | 501(C)(3) | NURSING SCHOLARSHIPS, FELLOWSHIPS, | $20,000 | |
| UNIV OF SOUTH FL FOUNDATION | ||||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | NONE | 501(C)(3) | NURSING STUDENTS EMERGENCY FUND | $10,000 | |
| URSULINE COLLEGE | ||||||||
| 2550 LANDER ROAD | PEPPER PICK | OH | 44124 | NONE | 501(C)(3) | 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 | 501(C)(3) | DRAMA/DANCE RESIDENCIES, COMM THEATR | $5,000 | |
| WEST PALM BEACH LIBRARY FOUNDATION | ||||||||
| 411 CLEMATIS ST | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | ABE/GED CLASSES | $15,000 | 3RD FLOOR |
| YWCA OF PRINCETON NJ | ||||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08540 | NONE | 501(C)(3) | ESL LITERACY INITIATIVE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 765000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $131,008 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $194,206 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $261,679 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $586,893 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 586893 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $3,138 | Amount |
| Net Investment Income | 1569 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| SUNTRUST BANK SOUTH FLORIDA |
| ERIK E JOH PA |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | COMPUTERS AND SOFTWARE | DescriptionOfProperty |
| Date Acquired | 1998-06-15 | DateAcquired |
| Cost Or Other Basis | 12373 | CostOrOtherBasis |
| Prior Years Depreciation | 12373 | PriorYearsDepreciation |
| Computation Method | S/L | ComputationMethod |
| Life | 5.0000 | Life |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|
| SEE ATTACHED SCHEDULE | PURCHASE | 1479829 | 1545470 | -65641 |
| SEE ATTACHED SCHEDULE | PURCHASE | 4115284 | 3800971 | 314313 |
| PURCHASE |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS | 2047708 | 2174875 |
| MUTUAL FUNDS - FIXED INCOME | 1058572 | 1059224 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON STOCK | 4516421 | 5537530 |
| EQUITY FUNDS | 2123521 | 2021923 |
| ABERDEEN FUNDS - EQUITY LONG SHORT | 274871 | 285468 |
| FORUM FUNDS - ABSOLUTE STRATEGIES | 691394 | 719103 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER & SOFTWARE | CategoryOrItem |
| Cost Or Other Basis | 12373 | CostOrOtherBasis |
| Accumulated Depreciation | 12373 | AccumulatedDepreciation |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE AND OFFICE | 822 | 82 | 740 |
| COMPUTER SOFTWARE & SUPPLIES | 4352 | 4352 | |
| DUES AND MEMBERSHIPS | 695 | ||
| SUBSCRIPTIONS | 475 | ||
| INVESTMENT EXPENSES | 29 | 29 | |
| SEMINARS & EDUCATION | 1100 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $420 | 420 |
| EXCISE TAX ESTIMATE | $2,399 |
Comments