LIBRA FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LIBRA FOUNDATION INC (EIN 65-0469849)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202601279349103165
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-07T15:22:46-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591498196PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH GRAHAM ELLINGSWORTH & PECARO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line196 NE FOURTH AVENUEAddressLine1Txt
CityDELRAY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33483ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650469849EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIBRA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIBRBusinessNameControlTxt
Phone5612767468PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line196 NE FOURTH AVENUEAddressLine1Txt
CityDELRAY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334834597ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ JEFFREY THISTLEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5612767468PhoneNum
Signature2026-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS A SMITH CPAPreparerPersonNm
PTINP00954611PTIN
Phone5612767468PhoneNum
Preparation2026-04-27PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$54,685,733FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,537,800DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,537,800DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$368,631NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,624,803GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$368,631CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$666OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$666OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,907,097TotalRevAndExpnssAmt
Total Net Invst Incm$1,907,097TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$100,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$20,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$80,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,469AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,094AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$138,985OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$138,985OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$58,689TaxesRevAndExpnssAmt
Taxes Net Invst Incm$33,376TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$277OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$61OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$216OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$308,420TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$201,797TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$82,310TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,340,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,340,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,648,420TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$201,797TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,422,310TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$741,323ExcessRevenueOverExpensesAmt
Net Investment Income$1,705,300NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$103,503SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$110,944SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$110,944SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$24,227AcctRcvblAmt
Acct Rcvbl BOY$19,105AcctRcvblBOYAmt
Acct Rcvbl EOY$24,227AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$24,227AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$23,500PrepaidExpensesBOYAmt
Prepaid Expenses EOY$15,000PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$15,000PrepaidExpensesEOYFMVAmt
Other Assets BOY$37,571,680OtherAssetsBOYAmt
Other Assets EOY$36,826,380OtherAssetsEOYAmt
Other Assets EOYFMV$54,535,562OtherAssetsEOYFMVAmt
Total Assets BOY$37,717,788TotalAssetsBOYAmt
Total Assets EOY$36,976,551TotalAssetsEOYAmt
Total Assets EOYFMV$54,685,733TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$37,717,788RetainedEarningBOYAmt
Retained Earning EOY$36,976,551RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$37,717,788TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,976,551TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,717,788TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,976,551TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,717,788TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$741,323ExcessRevenueOverExpensesAmt
Other Increases$86OtherIncreasesAmt
Subtotal$36,976,551SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$36,976,551TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DIVIDENDSP$450,478$450,478$450,478
DETAILS AVAILABLE UPON REQUESTP$3,179,610-$26,225-$26,225$3,205,835
DETAILS AVAILABLE UPON REQUESTP$13,994,715-$55,622-$55,622$14,050,337
FieldValueIRS element (for citing)
Capital Gain Net Income$368,631CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,704InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$23,704SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$23,704TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$27,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$110EsPenaltyAmt
Overpayment$3,186OverpaymentAmt
Applied To ES Tax$3,186AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS A SMITHIndividualWithBooksNm
Phone5612767468PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line196 NE FOURTH AVENUEAddressLine1Txt
CityDELRAY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334834597ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS A SMITH
96 NE FOURTH AVENUEDELRAY BEACHFL33483DIRECTOR5.00$50,000$0$0
J JEFFREY THISTLE
30 GROVE WAYDELRAY BEACHFL33444DIRECTOR5.00$50,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$52,286,028AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$276,009AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$438FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,562,475TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$52,562,475AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$788,437CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,774,038NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,588,702MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,588,702MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,704TaxBasedOnInvestmentIncomeAmt
Total Tax$23,704TotalTaxAmt
Distributable Before Adj$2,564,998DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,564,998DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,564,998DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,422,310ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,422,310QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,564,998DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$20,632ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$20,632TotalExcessDistributionCyovAmt
Qualifying Distributions$2,422,310QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,422,310AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$20,632ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$20,632ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$122,056UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AID TO VICTIMS OF DOMESTIC ABUSE INC
PO BOX 6161DELRAY BEACHFL33482NONEPCGENERAL CHARITABLE PURPOSES$50,000
BOCA HELPING HANDS
1500 NW 1ST CTBOCA RATONFL33432NONEPCGENERAL CHARITABLE PURPOSES$40,000
BOYS & GIRLS CLUBS OF PALM BEACH COUNTY INC
800 NORTHPOINT PARKWAY SUITE 204WEST PALM BEACHFL33407NONEPCGENERAL CHARITABLE PURPOSES$70,000
BROWARD COALITION FOR THE HOMELESS INC
PO BOX 030177FORT LAUDERDALEFL33303NONEPCGENERAL CHARITABLE PURPOSES$80,000
CARIDAD CENTER INC
8645 WEST BOYNTON BEACH BLVDBOYNTON BEACHFL33472NONEPCGENERAL CHARITABLE PURPOSES$100,000
DEVELOPMENT DISABILITIES MANAGEMENT ASSISTANCE INC
728 MAIN STREETMARSHFIELDMA02050NONEPCGENERAL CHARITABLE PURPOSES$80,000
CHILDREN'S CASE MANAGEMENT ORGANIZATION INC
3333 FOREST HILL BLVD 2ND FLWEST PALM BEACHFL33406NONEPCGENERAL CHARITABLE PURPOSES$50,000
CHILDREN'S SERVICES COUNCIL OF PB COUNTY
2300 HIGH RIDGE ROADBOYNTON BEACHFL33426NONEPCGENERAL CHARITABLE PURPOSES$20,000
CHRISTIANS REACHING OUT TO SOCIETY INC
3677 23RD AVENUE S B101LAKE WORTHFL33461NONEPCGENERAL CHARITABLE PURPOSES$75,000
COMMUNITY CHILD CENTER OF DELRAY BEACH INC
555 NW 4TH STREETDELRAY BEACHFL33444NONEPCGENERAL CHARITABLE PURPOSES$125,000
COMMUNITY GREENING
3601 N MILITARY TRAILBOCA RATONFL33431NONEPCGENERAL CHARITABLE PURPOSES$25,000
COVENANT HOUSE OF FLORIDA INC
733 BREAKERS AVENUEFORT LAUDERDALEFL33304NONEPCGENERAL CHARITABLE PURPOSES$70,000
CROSSROADS FOR KIDS INC
119 MYRTLE STREETDUXBURYMA02332NONEPCGENERAL CHARITABLE PURPOSES$80,000
FEEDING SOUTH FLORIDA INC
2501 SW 32ND TERRACEPEMBROKE PARKFL33023NONEPCGENERAL CHARITABLE PURPOSES$100,000
FLORENCE FULLER CHILD DEVELOPMENT CENTERS INC
200 NE 14TH STREETBOCA RATONFL33432NONEPCGENERAL CHARITABLE PURPOSES$50,000
FRIENDS OF FOSTER CHILDREN OF PALM BEACH COUNTY INC
4100 OKEECHOBEE BLVDWEST PALM BEACHFL33407NONEPCGENERAL CHARITABLE PURPOSES$35,000
GRANDMA'S PLACE INC
184 SPARROW DRIVEROYAL PALM BEACHFL33411NONEPCGENERAL CHARITABLE PURPOSES$40,000
HABITAT FOR HUMANITY OF SOUTH PALM BEACH COUNTY INC
3716 S MILITARY TRAIL SUITE 200LAKE WORTHFL33463NONEPCGENERAL CHARITABLE PURPOSES$80,000
HALE-BARNARD CORPORATION
273 CLARENDON STREETBOSTONMA02116NONEPCGENERAL CHARITABLE PURPOSES$35,000
INTERSEMINARIAN - PROJECT PLACE
1145 WASHINGTON STREETBOSTONMA20118NONEPCGENERAL CHARITABLE PURPOSES$30,000
LEND A HAND SOCIETY
89 SOUTH STREET STE 203BOSTONMA02111NONEPCGENERAL CHARITABLE PURPOSES$50,000
LIVING SKILLS IN SCHOOLS-CRC RECOVERY CTR
1700 LAKE IDA ROADDELRAY BEACHFL33445NONEPCGENERAL CHARITABLE PURPOSES$50,000
MAYO CLINIC - DEPARTMENT OF DEVELOPMENT
200 FIRST STREET SWROCHESTERMN55905NONEPCGENERAL CHARITABLE PURPOSES$25,000
OPPORTUNITY INC OF PALM BEACH COUNTY
4171 WESTGATE AVENUEWEST PALM BEACHFL33409NONEPCGENERAL CHARITABLE PURPOSES$35,000
PALM BEACH COUNTY LITERACY COALITION INC
3651 QUANTUM BLVDBOYNTON BEACHFL33426NONEPCGENERAL CHARITABLE PURPOSES$100,000
PAUL'S PLACE AFTER SCHOOL PROGRAM
188 SOUTH SWINTON AVENUEDELRAY BEACHFL33444NONEPCGENERAL CHARITABLE PURPOSES$45,000
PINE STREET INN INC
444 HARRISON AVENUEBOSTONMA02118NONEPCGENERAL CHARITABLE PURPOSES$50,000
PLACE OF HOPE
21441 BOCA RIO ROADBOCA RATONFL33433NONEPCGENERAL CHARITABLE PURPOSES$45,000
ROOTS AND WINGS INC
335 E LINTON BLVDDELRAY BEACHFL33483NONEPCGENERAL CHARITABLE PURPOSES$50,000
ROSIE'S PLACE INC
889 HARRISON AVENUEBOSTONMA02118NONEPCGENERAL CHARITABLE PURPOSES$40,000
SOS CHILDREN'S VILLAGES - FLORIDA INC
3681 NW 59TH PLACECOCONUT CREEKFL33073NONEPCGENERAL CHARITABLE PURPOSES$65,000
SOUTH SHORE HABITAT FOR HUMANITY INC
77 ACCORD PARK DRIVE D-7NORWELLMA02061NONEPCGENERAL CHARITABLE PURPOSES$100,000
THE CENTER FOR FAMILY COUNSELING OF PB COUNTY INC
4101 PARKER AVENUEWEST PALM BEACHFL33405NONEPCGENERAL CHARITABLE PURPOSES$20,000
THE CHILDREN'S HEALING INSTITUTE
2161 PALM BEACH LAKES BLVD STE 212WEST PALM BEACHFL33409NONEPCGENERAL CHARITABLE PURPOSES$25,000
THE CHILDREN'S PLACE AT HOME SAFE INC
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461NONEPCGENERAL CHARITABLE PURPOSES$40,000
THE HOME FOR LITTLE WANDERERS INC
10 GUEST STREETBRIGHTONMA02135NONEPCGENERAL CHARITABLE PURPOSES$50,000
THE RUSSELL EDUCATION FOUNDATION INC
499 NW 70TH AVENUE SUITE 106PLANTATIONFL33317NONEPCGENERAL CHARITABLE PURPOSES$55,000
THE SOUP KITCHEN INC
PO BOX 74115BOYNTON BEACHFL33474NONEPCGENERAL CHARITABLE PURPOSES$120,000
WAYSIDE HOUSE INC
378 NE SIXTH AVENUEDELRAY BEACHFL33483NONEPCGENERAL CHARITABLE PURPOSES$75,000
WOMEN'S LUNCH PLACE INC
67 NEWBURY STREETBOSTONMA02116NONEPCGENERAL CHARITABLE PURPOSES$65,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,340,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,537,800ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$666ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$368,631ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,907,097ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,907,097TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,469Amt
Net Investment Income$9,375NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,094DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
BOY Book Value$37,571,680BOYBookValueAmt
EOY Book Value$36,826,380EOYBookValueAmt
EOYFMV$54,535,562EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FLORIDA ANNUAL REPORT$61$61$0
CHECK PRINTING CHARGES$216$0$216

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNORTHERN TRUST - #47240Desc
Revenue And Expenses Per Books$666RevenueAndExpensesPerBooksAmt
Net Investment Income$666NetInvestmentIncomeAmt
Adjusted Net Income$666AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINVESTMENT COST BASIS ADJUSTMENTDesc
Amt$86Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$138,985Amt
Net Investment Income$138,985NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$25,313$0$0
FOREIGN TAX PAID$33,376$33,376$0

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