VALENTINE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VALENTINE CHARITABLE FOUNDATION INC (EIN 22-3603584)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201223209349101317
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T13:36:29-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 CANAL STREET 4TH FLOOR | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223603584 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VALENTINE CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VALE | NameControl |
| Phone | 2033273112 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MCGLADREY LLP 850 CANAL ST 4TH FL | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06902 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AUDREY I CLARK | Name |
| Title | PRESIDENT | Title |
| Phone | 2033273112 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES L ARATA | Name |
| PTIN | P00934880 | PTIN |
| Phone | 2033273112 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 977425 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 438209 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 6 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 22670 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22670 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17077 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 62583 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17077 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 477962 | TotalRevenueAndExpenses |
| Total Net Investment Income | 39753 | 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 | 6250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3125 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3125 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5718 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2859 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2859 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1584 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 343 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 61 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 61 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13613 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6327 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6045 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 420120 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 420120 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 433733 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6327 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 426165 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 44229 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 33426 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 25633 | CashBOY |
| Cash EOY | 25881 | CashEOY |
| Cash EOYFMV | 25881 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 282317 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 288621 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 288621 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 352 | AccountsReceivable |
| Accounts Receivable BOY | 1303 | AccountsReceivableBOY |
| Accounts Receivable EOY | 352 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 352 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 580626 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 619254 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 662571 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 889879 | TotalAssetsBOY |
| Total Assets EOY | 934108 | TotalAssetsEOY |
| Total Assets EOYFMV | 977425 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 673613 | CapitalStockBOY |
| Capital Stock EOY | 673613 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 216266 | RetainedEarningsBOY |
| Retained Earnings EOY | 260495 | RetainedEarningsEOY |
| Total Net Assets BOY | 889879 | TotalNetAssetsBOY |
| Total Net Assets EOY | 934108 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 889879 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 934108 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 889879 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 44229 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 934108 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 934108 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| KPT X329 105.891 SH FAIRHOLME FUND | P | 2010-12-16 | 2011-07-29 | 3292 | 2620 | 672 | 672 |
| KPT X329 1733.169 SH FAIRHOLME FUND | P | 2008-11-10 | 2011-07-29 | 53884 | 42886 | 10998 | 10998 |
| CAPITAL GAINS DIVIDENDS | P | 5407 | 5407 | 5407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17077 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 460279 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 868114 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.530206 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 364912 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 743264 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.490959 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 442320 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 750390 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.589453 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 595432 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 810905 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.734281 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 360184 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 679683 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.529929 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.874828 | TotalDistributionRatio |
| Average Distribution Ratio | 0.574966 | AverageDistributionRatio |
| Net Noncharitable Assets | 960715 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 552378 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 334 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 552712 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 426165 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 669 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 669 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 669 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 16 | PenaltyForUnderpayment |
| Tax Due | 685 | 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 | 1 | 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 | MCGLADREY LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2033273112 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 CANAL STREET 4TH FLOOR | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06902 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| AUDREY I CLARK | ||||||||
| 4 ISLE RIDGE WEST | HOBE SOUNDS | FL | 33455 | PRES/DIR PART-TIME | 0.00 | 0 | 0 | 0 |
| SANDRA C MOORE | ||||||||
| 113 PONSBURY ROAD | MT PLEASANT | SC | 29464 | SEC/DIR PART-TIME | 0.00 | 0 | 0 | 0 |
| PETER R CLARK | ||||||||
| 45 CARDINAL WAY | WEST TISBURY | MA | 02575 | VP/TREAS/DIR PART-TIME | 0.00 | 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 |
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 | 695816 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 279529 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 975345 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 975345 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14630 | CashDeemedCharitable |
| Net Noncharitable Assets | 960715 | NetNoncharitableAssets |
| Minimum Investment Return | 48036 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 48036 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 669 | TaxBasedOnInvestmentIncome |
| Total Tax | 669 | TotalTax |
| Distributable Amount Before Adj | 47367 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 47367 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 47367 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 426165 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 426165 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 426165 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 47367 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 326750 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 555429 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 404922 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 328110 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 417943 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2033154 | TotalExcessDistriCarryover |
| Qualifying Distributions | 426165 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 47367 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 378798 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2411952 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 326750 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2085202 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 555429 | ExcessFromYear4 |
| Excess From Year3 | 404922 | ExcessFromYear3 |
| Excess From Year2 | 328110 | ExcessFromYear2 |
| Excess From Year1 | 417943 | ExcessFromYear1 |
| Excess From Current Year | 378798 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 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 |
|---|---|---|---|---|---|---|---|---|
| APOLLO SCHOOL FOUNDATION | ||||||||
| SE OLYMPUS STREET | HOBE SOUND | FL | 33455 | NONE | NON-PROFIT ORGANIZAT | HISTORIC PRESERVATION | $1,000 | |
| ASSISTING CHRISTIAN INDIVIDUALS INT - ACI INT | ||||||||
| PO BOX 1131 | CLIFTON | CO | 81520 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $6,000 | |
| BOYS & GIRLS CLUB OF MARTIN COUNTY | ||||||||
| 11500 SE LARES AVENUE | HOBE SOUND | FL | 33455 | NONE | NON-PROFIT ORGANIZAT | MENTORSHIP OF AT RISK YOUTH | $150 | |
| CAMPUS CRUSADE FOR CHRIST | ||||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $1,500 | |
| CAYM | ||||||||
| 43 HOPKINTON ROAD | WESTBOROUGH | MA | 01581 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $3,000 | |
| CHRIST MEMORIAL CHAPEL | ||||||||
| 52 SOUTH BEACH ROAD | HOBE SOUND | FL | 33455 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $5,000 | |
| CHRISTIAN WORKER'S FELLOWSHIP | ||||||||
| PO BOX 1117 | LAWRENCE | KS | 66044 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $30,000 | |
| EAST AFRICA METAMORPHOSIS PROJECT (NH CHRISTMAS MEAL) | ||||||||
| 2937 MAGELLAN WAY | ROUND ROCK | TX | 78665 | NONE | NON-PROFIT ORGANIZAT | PROVIDING ASSISTANCE TO POOR CHILDREN IN AFRICA | $804 | |
| FOCUS | ||||||||
| 603 PARK POINT DR SUITE 200 | GENESEE | CO | 80401 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $90,500 | |
| FRIENDS OF NEW HOPE FOUNDATION | ||||||||
| PO BOX 749 | EAST SETAUKET | NY | 11733 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $8,100 | |
| GOOD NEWS COMMUNICATIONS INC | ||||||||
| 1151 AVENIDA ACASO | CAMARILLO | CA | 93012 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $3,500 | |
| IN TOUCH MINISTRIES | ||||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $100 | |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||||
| 6400 SCHROEDER ROAD | MADISON | WI | 53707 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $26,000 | |
| JOHN STOTT MINISTRIES | ||||||||
| PO BOX 189 | CAVE CREEK | AZ | 85327 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $150 | |
| JUPITER ISLAND GARDEN CLUB | ||||||||
| PO BOX 1410 | HOBE SOUND | FL | 33475 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $100 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | NON-PROFIT ORGANIZAT | TO HELP FUND A HOSPITAL'S PROVISION OF MEDICAL SERVICES TO THE COMMUNITY | $100 | |
| MOCKINGBIRD MINISTRIES | ||||||||
| 100 W JEFFERSON STREET | CHARLOTTESVILLE | VA | 22902 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $500 | |
| NEW HOPE FOUNDATION | ||||||||
| 80 CONOVER ROAD | MARLBORO | NJ | 07746 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF SUBSTANCE ABUSE RECOVERY PROGRAMS | $1,521 | |
| NEW HOPE MINISTRIES | ||||||||
| 211 SOUTH BALTIMORE STREET PO BOX | DILLSBURG | PA | 17019 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $5,400 | 448 |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF COMMUNITY ORGANIZATIONS | $100 | |
| STONY BROOK SCHOOL | ||||||||
| 1 CHAPMAN PARKWAY | STONY BROOK | NY | 11790 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $75,000 | |
| THE CENTER FOUNDATION | ||||||||
| 220 NORTH JACKSON STREET | MEDIA | PA | 19063 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $120,000 | |
| WORLD VISION | ||||||||
| 5001 WEST HARRISON STREET | CHICAGO | IL | 60644 | NONE | NON-PROFIT ORGANIZAT | SUPPORT OF RELIGIOUS ORGANIZATIONS | $41,595 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 420120 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,670 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $17,077 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $39,753 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 39753 | 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 (3 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|
| AUDREY I CLARK CLUT FBO PETER R CLARK | ||||||
| 1 | JPMORGAN SVCS INC PO BOX 6089 | NEWARK | DE | 197146089 | 133410 | X |
| AUDREY I CLARK CLUT FBO SANDRA C MOORE | ||||||
| 2 | JPMORGAN SVCS INC PO BOX 6089 | NEWARK | DE | 197146089 | 133769 | X |
| DYNASTY CLUT | ||||||
| 3 | JPMORGAN SVCS INC PO BOX 6089 | NEWARK | DE | 197146089 | 171030 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $6,250 | Amount |
| Net Investment Income | 3125 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3125 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VARIOUS MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 619254 | EOYBookValue |
| EOYFMV | 662571 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FLORIDA ANNUAL REPORT | Description |
| Revenue And Expenses Per Books | 61 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 61 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $5,718 | Amount |
| Net Investment Income | 2859 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2859 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX | $1,241 | 0 | 0 |
| FOREIGN TAX | $343 | 343 | 0 |
Comments