STOCKER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STOCKER FAMILY CHARITABLE FOUNDATION INC (EIN 99-4824974)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-20
- IRS object ID
- 202631109349100753
- Schema version
- 2025v4.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-20T15:17:09-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474705824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Surman & Goldberg CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6751 N Federal Hwy Ste 100 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 994824974 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKER FAMILY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOC | BusinessNameControlTxt |
| Phone | 5613380028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6751 N FEDERAL HWY STE 100 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDOLPH H JAMES | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY SAKA | PreparerPersonNm |
| PTIN | P02195378 | PTIN |
| Phone | 5613380028 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,910,171 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,971,264 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $273,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $930,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,217 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,267,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $296,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,501 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,501 | OtherProfFeesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $136 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $136 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,523 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $209,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $625,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $625,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $834,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $703,534 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,432,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $107,549 | CashEOYAmt |
| Cash EOYFMV | $107,549 | CashEOYFMVAmt |
| US Government Obligations EOY | $368,089 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $368,089 | USGovtObligationsEOYFMVAmt |
| Other Investments EOY | $11,957,070 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,434,533 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $12,432,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,910,171 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $12,432,708 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,432,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,432,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $12,432,708 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,432,708 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,432,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 70 ISHARES S&P 500 VAL ETF | P | 2025-03-04 | 2025-03-06 | $13,467 | $13,586 | -$119 | -$119 |
| 190 ISHARES S&P 500 VAL ETF | P | 2025-03-04 | 2025-03-06 | $36,554 | $36,864 | -$310 | -$310 |
| 10 ENERGY SECTOR SPDR ETF | P | 2025-03-04 | 2025-03-06 | $859 | $875 | -$16 | -$16 |
| 6 ENERGY SECTOR SPDR ETF | P | 2025-03-04 | 2025-03-06 | $516 | $527 | -$11 | -$11 |
| 13 SELECT FINANCIAL ETF | P | 2025-03-04 | 2025-03-06 | $641 | $655 | -$14 | -$14 |
| 4375 FIDELITY GOVT INSTL | P | 2025-04-03 | 2025-11-06 | $4,375 | $4,375 | ||
| 13.78 FIDELITY GOVT INSTL | P | 2025-05-01 | 2025-11-06 | $14 | $14 | ||
| 8611.22 FIDELITY GOVT INSTL | P | 2025-05-12 | 2025-11-06 | $8,611 | $8,611 | ||
| 13126 FIDELITY GOVT INSTL | P | 2025-04-03 | 2025-07-30 | $13,126 | $13,126 | ||
| 41.39 FIDELITY GOVT INSTL | P | 2025-05-01 | 2025-07-30 | $41 | $41 | ||
| 186832.61 FIDELITY GOVT INSTL | P | 2025-05-12 | 2025-07-30 | $186,833 | $186,833 | ||
| 175000 FIDELITY GOVT INSTL | P | 2025-05-12 | 2025-11-06 | $175,000 | $175,000 | ||
| 50000 FIDELITY GOVT INSTL | P | 2025-05-12 | 2025-07-30 | $50,000 | $50,000 | ||
| 8751 FIDELITY GOVT INSTL | P | 2025-04-03 | 2025-11-06 | $8,751 | $8,751 | ||
| 27.56 FIDELITY GOVT INSTL | P | 2025-05-01 | 2025-11-06 | $28 | $28 | ||
| 56221.44 FIDELITY GOVT INSTL | P | 2025-05-12 | 2025-11-06 | $56,221 | $56,221 | ||
| 1146.984 GOLDMAN EMRG MKTS INSTL | P | 2025-03-04 | 2025-03-05 | $27,837 | $27,000 | $837 | $837 |
| 594.732 GOLDMAN EMRG MKTS INSTL | P | 2025-03-04 | 2025-03-05 | $14,434 | $14,000 | $434 | $434 |
| 3610.875 GOLDMAN EMRG MKTS INSTL | P | 2025-03-04 | 2025-03-05 | $87,636 | $85,000 | $2,636 | $2,636 |
| 1401.142 GLDMN SCHS INTL EQ INSTL | P | 2025-03-04 | 2025-03-05 | $27,420 | $27,000 | $420 | $420 |
| 6746.238 GLDMN SCHS INTL EQ INSTL | P | 2025-03-04 | 2025-03-05 | $132,024 | $130,000 | $2,024 | $2,024 |
| 4411.002 GLDMN SCHS INTL EQ INSTL | P | 2025-03-04 | 2025-03-05 | $86,323 | $85,000 | $1,323 | $1,323 |
| Capital Gain Dividends | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,217 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,204 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,293 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,293 | SubtotalAmt |
| Tax Based On Investment Income | $2,293 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $79 | EsPenaltyAmt |
| Overpayment | $2,628 | OverpaymentAmt |
| Applied To ES Tax | $2,628 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDOLPH H JAMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5613380028 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6751 N FEDERAL HWY STE 100 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RANDOLPH JAMES | ||||||
| 399 MOHAWK LANE | BOCA RATON | FL | 33487 | President | 5.00 | $37,500 |
| GARY SAKA | ||||||
| 11710 ROCK LAKE TERRACE | BOYNTON BEACH | FL | 33473 | Vice President | 5.00 | $37,500 |
| EDMOND KUNMANN | ||||||
| 1680 SABAL PALM DRIVE | BOCA RATON | FL | 33432 | Secretary | 5.00 | $37,500 |
| JUSTIN GOLDBERG | ||||||
| 855 NE ORCHID BAY DRIVE | BOCA RATON | FL | 33487 | Treasurer | 5.00 | $37,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,012,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,355,803 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,368,305 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,368,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,182,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $609,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $609,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,293 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,293 | TotalTaxAmt |
| Distributable Before Adj | $606,846 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $606,846 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $606,846 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $703,534 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $703,534 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $606,846 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $703,534 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $606,846 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,688 | RemainingDistriFromCorpusAmt |
| Total Corpus | $96,688 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $96,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $96,688 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROWARD COLLEGE FOUNDATION - BE PRO | |||||||
| 401 EAST LAS OLAS BOULEVARD | FORT LAUDERDALE | FL | 33301 | N/A | PC | RESTRICTED SCHOLARSHIP FUND GRANT | $50,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PC | UNRESTRICTED CANCER RESEARCH RELATED SUPPORT GRANT | $25,000 |
| FAU FOUNDATION INC | |||||||
| 777 GLADES ROAD ADM 247 | BOCA RATON | FL | 33431 | N/A | PC | RESTRICTED SCHOLARSHIP FUND GRANT | $162,500 |
| GRACE COMMUNITY CHURCH | |||||||
| 600 WEST CAMINO REAL | BOCA RATON | FL | 33486 | N/A | PC | UNRESTRICTED RELIGIOUS RELATED OPERATING GRANT | $50,000 |
| JOHNS HOPKINS UNIVERSITY AND MEDICI | |||||||
| PO BOX 49141 | BALTIMORE | MD | 21297 | N/A | PC | UNRESTRICTED CANCER RESEARCH RELATED SUPPORT GRANT | $50,000 |
| MEMORIAL SLOAN KETTERING CANCER CEN | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | N/A | PC | UNRESTRICTED CANCER RESEARCH RELATED SUPPORT GRANT | $25,000 |
| MOFFITT CANCER CENTER FOUNDATION | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | N/A | PC | UNRESTRICTED CANCER RESEARCH RELATED SUPPORT GRANT | $50,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3300 S UNIVERSITY DRIVE | FORT LAUDERDALE | FL | 33328 | N/A | PC | RESTRICTED SCHOLARSHIP FUND GRANT | $25,000 |
| SHRINERS CHILDRENS | |||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | N/A | PC | UNRESTRICTED MEDICAL SUPPORT GRANT | $25,000 |
| ST GREGORYS EPISCOPAL CHURCH | |||||||
| 100 NE MIZNER BLVD | BOCA RATON | FL | 33432 | N/A | PC | UNRESTRICTED RELIGIOUS RELATED OPERATING GRANT | $50,000 |
| STETSON UNIVERSITY | |||||||
| 421 N WOODLAND BLVD UNIT 8286 | DELAND | FL | 32723 | N/A | PC | RESTRICTED SCHOLARSHIP FUND GRANT | $25,000 |
| SYLVESTER COMPREHENSIVE CANCER CENT | |||||||
| PO BOX 016960 | MIAMI | FL | 33101 | N/A | PC | UNRESTRICTED CANCER RESEARCH RELATED SUPPORT GRANT | $25,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 025388 | MIAMI | FL | 33102 | N/A | PC | RESTRICTED SCHOLARSHIP FUND GRANT | $62,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $625,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,446 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273,691 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,217 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $296,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $296,354 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SUSAN ELIZABETH STOCKER ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 MOHAWK LN | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,971,264 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JAMES, SURMAN & GOLDBERG CPA | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $368,089 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $368,089 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST TR ETF | AT COST | $390,692 | $469,184 |
| FIRST TR RBA ETF | AT COST | $327,698 | $460,826 |
| GLOBAL X FDS ETF | AT COST | $333,917 | $329,041 |
| ISHARES 10-20 YEAR TREASURY BOND ETF | AT COST | $389,577 | $384,618 |
| ISHARES CORE S&P 500 ETF | AT COST | $1,575,950 | $1,857,557 |
| ISHARES EDGE MSCI ETF | AT COST | $658,632 | $733,305 |
| ISHARES FLEXIBLE ETF | AT COST | $389,660 | $392,450 |
| ISHARES MSCI EAFE IN ETF | AT COST | $389,523 | $447,020 |
| ISHARES MSCI EMERGING MARKETS ETF | AT COST | $389,631 | $482,159 |
| ISHARES S&P 500 GROWTH ETF | AT COST | $399,550 | $499,943 |
| ISHARES S&P 500 VALUE ETF | AT COST | $261,757 | $286,719 |
| ISHARES TRUST CORE ETF | AT COST | $649,632 | $658,913 |
| ISHARES U.S. TECHNOLOGY ETF | AT COST | $663,612 | $880,589 |
| NUVEEN ESG US ETF | AT COST | $1,039,461 | $1,051,244 |
| PACER US LARGE CAP ETF | AT COST | $267,206 | $290,588 |
| SELECT SECTOR SPDR STATE STR ENERGY | AT COST | $151,796 | $154,786 |
| SELECT SECTOR SPDR STATE STR FINANCIAL | AT COST | $412,142 | $448,073 |
| STATE STREET SPDR S&P REGIONAL BANK | AT COST | $267,153 | $292,488 |
| VANGUARD BOND INDEX ETF | AT COST | $389,794 | $390,696 |
| VANGUARD INDEX FDS ETF | AT COST | $1,570,595 | $1,858,812 |
| VANGUARD INTERMEDIATE BOND ETF | AT COST | $649,504 | $664,862 |
| VANGUARD INTERMEDIATE TERM CORP BOND ETF | AT COST | $389,588 | $400,660 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOARD OF DIRECTORS MEETING EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,523 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,523 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO ADVISORS - PORTFOLIO MGMNT | CategoryTxt |
| Amt | $55,501 | Amt |
| Net Investment Income | $55,501 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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