COMMUNITY FOUNDATION MARTIN ST LUCIE INC: Form 990, tax year 2011
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- Organization
- COMMUNITY FOUNDATION MARTIN ST LUCIE INC (EIN 65-0024030)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-01
- IRS object ID
- 201202759349300505
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-01T08:36:07-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341897225 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SE MONTEREY COMMONS BLVD STE 1 | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 349963327 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650024030 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | INC C/O T MICHAEL CROOK | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MART | NameControl |
| Phone | 7722832356 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 FLAGLER AVENUE | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34994 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM C FOWLER | Name |
| Title | PRESIDENT | Title |
| Phone | 7722833838 | Phone |
| Date Signed | 2012-09-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN J FEDOREK | Name |
| PTIN | P00039756 | PTIN |
| Phone | 7722874480 | Phone |
| Date Prepared | 2012-09-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM C FOWLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SE MONTEREY COMMONS BLVD | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34996 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1136662 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.YOURMCCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | MARTIN COUNTY COMMUNITY FOUNDATION IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC LEGACY OF OUR DONORS BY ASSISTING WITH RESEARCH ABOUT CAUSES AND NON-PROFIT ORGANIZATIONS THAT EXIST TO BETTER OUR COMMUNITY AND THE WORLD WE LIVE IN. BY SUCCESSFULLY INVESTING OUR CLIENTS CHARITABLE ASSETS WE PRESERVE COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUT LIVING FUND HOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. WE HONOR THE INTENTIONS AND INTERESTS OF OUR DECEASED FUNDHOLDERS BY CARRYING OUT THEIR WISHES THROUGH GRANT MAKING ACTIVITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 828155 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 160590 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 164473 | InvestmentIncomePriorYear |
| Investment Income Current Year | 68676 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 265501 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1258129 | TotalRevenuePriorYear |
| Total Revenue Current Year | 229266 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 144533 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 172232 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 12861 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 198035 | OtherExpensePriorYear |
| Other Expenses Current Year | 128684 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 342568 | TotalExpensesPriorYear |
| Total Expenses Current Year | 300916 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 915561 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -71650 | RevenuesLessExpensesCY |
| Total Assets BOY | 3952014 | TotalAssetsBOY |
| Total Assets EOY | 3824978 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3952014 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3824978 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE MARTIN COUNTY COMMUNITY FOUNDATION IS TO FACILITATE PHILANTHROPY. WE SERVE AS A VEHICLE FOR DONORS TO IDENTIFY IMPORTANT ISSUES, SHARE IDEAS AND BUILD THE FINANCIAL RESOURCES TO MAKE POSITIVE, LONG-TERM CHANGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 177228 | Expense |
| Description | SCHOLARSHIPS AND GRANTS - SCHOLARSHIPS ARE AWARDED TO VARIOUS HIGH SCHOOL STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY FOR HIGHER EDUCATION TUITION EXPENSES. GRANTS ARE AWARDED TO INDIVIDUALS OR ORGANIZATIONS BASED ON A DONOR DIRECTIVE OF THE FUNDS CONTRIBUTED AND FOR INDIVIDUALS, THE AMOUNT AWARDED IS PAID DIRECTLY TO THE ENTITY THE STUDENT IS ATTENDING. THESE FUNDS ARE DESIGNATED BY DONORS AND ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF ISSUES INCLUDING, LITERACY, EDUCATION, CHILDREN AT RISK, WOMEN AT RISK, HEALTH, PRENATAL CARE, AND THE ARTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 57 | Expense |
| Description | PALM CITY ADOPT A CLASS - THE ORGANIZATION COLLECTS FUNDS FROM VARIOUS DONORS WHO SPONSOR VARIOUS CLASSROOMS IN LOCAL SCHOOLS IN THE MARTIN COUNTY, FL COMMUNITY. THE FUNDS ARE DISTRIBUTED TO TEACHERS FOR SCHOOL AND TEACHING SUPPLIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIVING DAY - A DAY FOR PROMOTING PHILANTHROPY IN THE COMMUNITY. EACH DONOR CHOOSES FROM VARIOUS CHARITABLE ORGANIZATIONS OR THE DONOR PROVIDES A GENERAL DONATION TO THE ORGANIZATION. THE DONATIONS ARE THEN SPLIT AND CONTRIBUTED TO THE VARIOUS 501(C)(3) ORGANIZATIONS PARTICIPATING IN THE EVENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 177285 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM FOWLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7722833838 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SE MONTEREY COMMONS BLVD | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34996 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| WILLIAM C FOWLER | ||||||
| PRESIDENT, DIRECTOR | 5.00 | X | X | 0 | 0 | 0 |
| T MICHAEL CROOK | ||||||
| VICE PRESIDENT/TREASURER, DIRECTOR | 2.00 | X | X | 0 | 0 | 0 |
| THOMAS E WEBER | ||||||
| SECRETARY, DIRECTOR | 1.00 | X | X | 0 | 0 | 0 |
| KENNETH NORMAN | ||||||
| DIRECTOR | 1.00 | X | X | 0 | 0 | 0 |
| NANCY CROWDER-MCCOY | ||||||
| DIRECTOR | 1.00 | X | X | 0 | 0 | 0 |
| BRIDGET BARATTA | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 80501 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 80501 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 160590 | AllOtherContributions |
| Total Contributions | 160590 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81174 | TotalRevenueColumn |
| Exclusion | $81,174 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 894898 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 907396 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -12498 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12498 | TotalRevenueColumn |
| Exclusion | -$12,498 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 229266 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $68,676 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133965 | Total |
| Program Services | 133965 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38267 | Total |
| Program Services | 38267 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361 | Total |
| Management And General | 361 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13400 | Total |
| Management And General | 13400 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25102 | Total |
| Management And General | 25102 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80501 | Total |
| Management And General | 68501 | ManagementAndGeneral |
| Fundraising | 12000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500 | Total |
| Program Services | 167 | ProgramServices |
| Management And General | 333 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3444 | Total |
| Program Services | 1722 | ProgramServices |
| Management And General | 861 | ManagementAndGeneral |
| Fundraising | 861 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1680 | Total |
| Program Services | 1680 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79 | Total |
| Program Services | 79 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353 | Total |
| Management And General | 353 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| BUSINESS DEVELOPMENT | 1859 | 1859 | |
| DUES AND SUBSCRIPTIONS | 784 | 784 | |
| PROGRAM SERVICES | 621 | 621 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300916 | Total |
| Program Services | 177285 | ProgramServices |
| Management And General | 110770 | ManagementAndGeneral |
| Fundraising | 12861 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 672096 | BOY |
| EOY | 711396 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3279918 | BOY |
| EOY | 3113582 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3952014 | BOY |
| EOY | 3824978 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 782465 | BOY |
| EOY | 739649 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1344674 | BOY |
| EOY | 1382870 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1824875 | BOY |
| EOY | 1702459 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3952014 | BOY |
| EOY | 3824978 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3952014 | BOY |
| EOY | 3824978 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -71650 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -55387 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 332180 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 319289 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 410360 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 828155 | CurrentTaxYearMinus1Year |
| Current Tax Year | 194515 | CurrentTaxYear |
| Total | 2084499 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 332180 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 319289 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 410360 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 828155 | CurrentTaxYearMinus1Year |
| Current Tax Year | 194515 | CurrentTaxYear |
| Total | 2084499 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 639929 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1444570 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102940 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 65988 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56273 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 77788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 81174 | CurrentTaxYear |
| Total | 384163 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2468662 | TotalSupport |
| Public Support Pertcentage170 | 0.58520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.61950 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 4 | NumberDAFsHeld |
| Donor Advised Contributions | 1559 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 74585 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 954293 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3169550 | BeginningOfYearBalance |
| Contributions | 158906 | Contributions |
| Investment Earnings Or Losses | 52971 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 174738 | GrantsOrScholarships |
| Administrative Expenses | 121359 | AdministrativeExpenses |
| End Of Year Balance | 3085330 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2306618 | BeginningOfYearBalance |
| Contributions | 763998 | Contributions |
| Investment Earnings Or Losses | 324418 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 108478 | GrantsOrScholarships |
| Administrative Expenses | 117006 | AdministrativeExpenses |
| End Of Year Balance | 3169550 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2100250 | BeginningOfYearBalance |
| Contributions | 147917 | Contributions |
| Investment Earnings Or Losses | 320314 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 205927 | GrantsOrScholarships |
| Administrative Expenses | 55936 | AdministrativeExpenses |
| End Of Year Balance | 2306618 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3036070 | BeginningOfYearBalance |
| Contributions | 116033 | Contributions |
| Investment Earnings Or Losses | -726027 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 268064 | GrantsOrScholarships |
| Administrative Expenses | 57762 | AdministrativeExpenses |
| End Of Year Balance | 2100250 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00900 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.55180 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.43920 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (16 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS - BESSEY | 54696 | C |
| MUTUAL FUNDS - CADARR | 259151 | C |
| MUTUAL FUNDS - COMBS | 96193 | C |
| MUTUAL FUNDS - DORSEY | 57275 | C |
| MUTUAL FUNDS - DUNSCOMBE | 469260 | C |
| MUTUAL FUNDS - GW FUND | 288717 | C |
| MUTUAL FUNDS - HSCA | 5632 | C |
| MUTUAL FUNDS - HERSLOW | 91280 | C |
| MUTUAL FUNDS - MERRILL, JEAN | 482247 | C |
| MUTUAL FUNDS - JORDAN | 123523 | C |
| MUTUAL FUNDS - BROGAN, MARY | 94703 | C |
| MUTUAL FUNDS - PRICE, CHRISTEN | 348853 | C |
| MUTUAL FUNDS - SCHROEDER | 384560 | C |
| MUTUAL FUNDS - STEVENSON | 230817 | C |
| MUTUAL FUNDS - BROGAN, TREVA | 12417 | C |
| MUTUAL FUNDS - WAALER | 114258 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3113582 | TotalOfBookValueSecurities |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE ENDOWMENT FUNDS DISTRIBUTE ANNUAL CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS THAT HAVE BEEN RECOMMENDED BY DONORS AND APPROVED BY THE ORGANIZATIONS'S BOARD OF DIRECTORS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF MARTIN COUNTY | |||||||
| PO BOX 362 | STUART | FL | 34995 | 203521388 | 501(C)(3) | 10000 | OPERATING AND PROGRAM SUPPORT |
| MARTIN COUNTY HEALTHY START COALITION INC | |||||||
| 2026 E OCEAN BLVD | STUART | FL | 34996 | 650359999 | 501(C)(3) | 5569 | OPERATING AND PROGRAM SUPPORT |
| TEMPLE BEIT HAYAM | |||||||
| 951 SE MONTEREY COMMONS BLVD | STUART | FL | 34996 | 650433492 | N/A | 5733 | OPERATING AND PROGRAM SUPPORT |
| FLORIDA OCEANOGRAPHIC SOCIETY INC | |||||||
| 890 NE OCEAN BLVD | STUART | FL | 34994 | 591114306 | 501(C)(3) | 7500 | OPERATING AND PROGRAM SUPPORT |
| NINA HAVEN FOUNDATION | |||||||
| PO BOX 1978 | STUART | FL | 34995 | 136099012 | 501(C)(3) | 30000 | OPERATING AND PROGRAM SUPPORT |
| CATHOLIC DIOCESE OF PALM BEACH | |||||||
| 9995 N MILITARY TRAIL | PLAM BEACH GARDENS | FL | 33410 | 592438903 | 501(C)(3) | 6000 | OPERATING AND PROGRAM SUPPORT |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATION | TypeOfGrant |
| Number Of Recipients | 6 | NumberOfRecipients |
| Amount Of Cash Grant | 38267 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS - THE ORGANIZATION AWARDS VARIOUS SCHOLARSHIPS BASED ON THE DONOR FUND. THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE HIGHER EDUCATION INSTITUTION. STUDENTS RECEIVING SCHOLARSHIP FUNDS ARE REQUIRED TO REPORT TO THE ORGANIZATION WITH GRADES RECEIVED IN ORDER TO MAINTAIN THE SCHOLARSHIP LEVEL AWARDED BY THE DONOR FUND. GRANTS - THE ORGANIZATION AWARDS GRANTS BASED ON DONOR FUNDS AND OTHER FUNDRAISING ACTIVITES (GIVING DAY). IN ORDER TO QUALIFY, THE GRANTEE ENTITY IS REQUIRED TO BE A 501(C)(3) ORGANIZATION. BASED ON THE GRANTEE ENTITY REQUIREMENT TO BE A 501(C)(3) ENTITY, THE ORGANIZATION DOES NOT REQUIRE THE GRANTEE ENTITY TO REPORT BACK TO THE ORGANIZATION ON HOW FUNDS ARE SPENT. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WILLIAM FOWLER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | PRESIDENT OF ORGANIZATION IS PRESIDENT OF JS CAPITAL MANAGEMENT | Relationship |
| Amount Of Transaction | 10061 | AmountOfTransaction |
| Description Of Transaction | JS CAPITAL MANAGEMENT PROVIDES MONTHLY ACCOUNTING AND BOOKKEEPING SERVICES FOR THE ORGANIZATION. THE PRESIDENT OF JS CAPITAL IS ALSO THE PRESIDENT AND DIRECTOR OF THE ORGANIZATION. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TWO BOARD MEMBERS, MIKE CROOK AND NANCY CROWDER-MCCOY, ARE BUSINESS PARTNERS IN THE SAME ACCOUNTING FIRM. THE ORGANIZATION'S PRESIDENT, WILLIAM FOWLER, IS THE PRESIDENT OF JS CAPITAL MANAGEMENT. ALL BOOKKEEPING ACTIVITIES ARE PERFORMED BY THE STAFF OF JS CAPITAL MANAGEMENT. WILLIAM FOWLER DOES NOT HAVE CHECK SIGNING AUTHORITY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS HAS DESIGNATED THE EXECUTIVE DIRECTOR TO REVIEW THE YEARLY FORM 990. ONCE REVIEWED THE FORM IS FORWARDED TO THE FULL BOARD FOR REVIEW AND APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY THE BOARD MEMBERS AND STAFF. THE BOARD AND STAFF ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AT EACH BOARD MEETING SO AS TO CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CONSULTING FEES FOR THE EXECUTIVE DIRECTOR ARE DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS. INDUSTRY CONSULTATION DATA PROVIDED BY THE FLORIDA PHILANTHROPIC NETWORK, COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF SMALL FOUNDATIONS IS USED AS GUIDANCE AS WELL AS THE EXECUTIVE DIRECTOR'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS,POLICIES AND FINANCIAL STATEMENTS ARE AVAIABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | PRIOR PERIOD ADJUSTMENTS: -55,387. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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