REILING FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- REILING FAMILY FOUNDATION INC (EIN 65-1088529)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349100546
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T08:39:23-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393071042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSDT ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 S DADELAND BLVD STE 600 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331562721 | 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 | 651088529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REILING FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIL | BusinessNameControlTxt |
| Phone | 5617068685 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 272251 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33427 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA REILING KREBSBACH | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5617068685 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA T ANDERSON | PreparerPersonNm |
| PTIN | P00911779 | PTIN |
| Phone | 3056703370 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| 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 | $4,153,881 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $484 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $484 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,196 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,382 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $164,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,062 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,728 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,364 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,364 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,381 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,381 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $738 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $737 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,483 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,101 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,196 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,196 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,483 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $182,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$78,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,292 | CashBOYAmt |
| Cash EOY | $102,265 | CashEOYAmt |
| Cash EOYFMV | $10,265 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,608 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $4,050,354 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,143,616 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,143,616 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,088,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,245,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,153,881 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,088,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,245,881 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,088,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,245,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,088,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,245,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,088,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$78,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $236,119 | OtherIncreasesAmt |
| Subtotal | $4,245,881 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,245,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| REALIZED LT GAIN | P | 2025-07-31 | $3,469 | $3,469 | $3,469 |
| REALIZED LT GAIN | P | 2025-12-31 | $35,166 | $35,166 | $35,166 |
| REALIZED ST GAIN | P | 2025-12-31 | $4,747 | $4,747 | $4,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,382 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,982 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,982 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,982 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $101 | EsPenaltyAmt |
| Tax Due | $2,083 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CINDY KREBSBACH | IndividualWithBooksNm |
| Phone | 5617068685 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 272251 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33427 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA REILING KREBSBACH | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | VICE PRESIDENT | 0.00 | $30,000 | $0 | $0 |
| WILLIAM S REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOANNE V REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID C REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHLEEN NYE REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KERRY L REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARK W REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL J KREBSBACH | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID METZ | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY BETH REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,099,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,857 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,192,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,192,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,130,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,982 | TotalTaxAmt |
| Distributable Before Adj | $204,522 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $204,522 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $204,522 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $182,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $182,297 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,451 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $6,545 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,120 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $45,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $182,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,225 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,225 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,891 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,226 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,665 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,545 | ExcessFromYear3Amt |
| Excess From Year2 | $8,120 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 100 CLUB OF SOUTH PALM BEACH COUNTY INC | ||||||
| 1199 S FEDERAL HWY | BOCA RATON | FL | 33432 | PC | GENERAL FUND | $4,000 |
| 4 ACCESS PARTNER | ||||||
| 4513 OAK DRIVE | MADINA | MN | 55424 | PC | GENERAL FUND | $1,500 |
| ART 4 SHELTER SIMPSON HOUSING | ||||||
| 2100 PILLSBURY AVE SOUTH | MINNESTONA | MN | 55404 | PC | GENERAL FUND | $5,562 |
| AUTISM AFTER 21 | ||||||
| PO BOX 811702 | BOCA RATON | FL | 33481 | PC | GENERAL FUND | $1,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDA | ||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | PC | GENERAL FUND | $1,000 |
| BRIDGE OF HOPE INC | ||||||
| PO BOX 304 | EXTON | PA | 19341 | PC | GENERAL FUND | $1,000 |
| CATHOLIC CHARITIES OF ST PAUL AND MINNEAPOLIS | ||||||
| 1200 2ND AVE | S MINNEAPOLIS | MN | 55403 | PC | RELIGIOUS | $10,000 |
| CATHOLIC COMMUNITY FOUNDATION | ||||||
| 7887 WALMSLEY AVENUE | NEW ORLEANS | LA | 70125 | PC | GENERAL FUND | $1,100 |
| CFPBMC (MEN GIVING BACK SPBC FUND) | ||||||
| 700 SOUTH DIXIE HWY 200 | WEST PALM BEACH | FL | 33401 | PC | GENERAL FUND | $1,500 |
| COLORECTAL CANCER ALLIANCE | ||||||
| 1025 VERMONT AV NW | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $1,000 |
| CRETIN-DERHAM HALL | ||||||
| 550 SOUTH ALBERT ST | ST PAUL | MN | 55116 | PC | GENERAL FUND | $10,000 |
| DENVER ART SOCIETY CO-OP | ||||||
| 734 SANTA FE DRIVE | DENVER | CO | 80204 | PC | GENERAL FUND | $12,935 |
| GOOD SHEPHERD NATIVITY SCHOOL | ||||||
| 1839 AGRICULTURE ST | NEW ORLEANS | LA | 70119 | PC | GENERAL FUND | $1,500 |
| HARRY TOMPSON CENTER | ||||||
| 1803 GAVIER ST | NEW ORLEANS | LA | 70118 | PC | GENERAL FUND | $1,200 |
| IMPACT 100 PALM BEACH COUNTY | ||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | PC | GENERAL FUND | $10,000 |
| JUNIOR LEAGUE OF BOCA RATON ENDOWME | ||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | PC | GENERAL FUND | $1,000 |
| LOUISIANA RIGHT TO LIFE | ||||||
| 200 ALLEN TOUSSAINT | NEW ORLEANS | LA | 70124 | PC | GENERAL FUND | $5,000 |
| MAYO CLINIC | ||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | PC | GENERAL FUND | $4,000 |
| MISSOULA FOOD BANK | ||||||
| 1720 WYOMING ST | MISSOULA | MT | 59801 | PC | GENERAL FUND | $4,500 |
| MONTANA PUBLIC RADIO | ||||||
| 701 S 6TH E | MISSOULA | MT | 59812 | PC | GENERAL FUND | $1,250 |
| NORTH SHORE HORIZONS | ||||||
| 127 7TH STREET | TWO HARBORS | MN | 56616 | PC | GENERAL FUND | $4,000 |
| NOTRE DAME SEMINARY | ||||||
| 2901 S CARROLLTON AVE | NEW ORLEANS | LA | 70118 | PC | GENERAL FUND | $7,000 |
| PIPE HITTER FOUNDATION | ||||||
| PO BOX 2451 | SANTA ROSA BEACH | FL | 32459 | PC | GENERAL FUND | $1,000 |
| PLACE OF HOPE | ||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | PC | GENERAL FUND | $2,500 |
| POVERELLO CENTER | ||||||
| 1110 W BROADWAY ST | MISSOULA | MT | 59802 | PC | GENERAL FUND | $2,500 |
| SAINT AMBROSE CHURCH | ||||||
| 380 SOUTH FEDERAL HWY | DEERFIELD BEACH | FL | 33441 | PC | GENERAL FUND | $5,750 |
| SAINT JOAN OF ARC CARE MINISTRY | ||||||
| 370 SW 3RD STREET | BOCA RATON | FL | 33432 | PC | GENERAL FUND | $1,000 |
| SAINT MARY'S CATHOLIC CHURCH | ||||||
| 1200 EAST MAIN ST | PAHOKEE | FL | 33476 | PC | GENERAL FUND | $3,000 |
| SAINT MARY'S COLLEGE | ||||||
| 110 LE MANS HALL | NOTRE DAME | IN | 46556 | PC | GENERAL FUND | $1,000 |
| SAINT PAUL URBAN TENNIS | ||||||
| 1675 5TH STREET EAST | ST PAUL | MN | 55105 | PC | GENERAL FUND | $1,000 |
| SAINT THOMAS ACADEMY | ||||||
| 949 MENDOTA HEIGHTS RD | MENDOTA HEIGHTS | MN | 55120 | PC | GENERAL FUND | $7,500 |
| SECOND CHANCE INITIATIVE | ||||||
| 3100 NW BOCA RATON BLVD | BOCA RATON | FL | 33431 | PC | GENERAL FUND | $1,000 |
| SPECIAL OPERATIONS WARRIOR FOUNDATI | ||||||
| 1137 MARBELLA PLAZA DR | TAMPA | FL | 33619 | PC | GENERAL FUND | $1,000 |
| TEAM RUBICON DISASTER RESPONSE | ||||||
| 5230 PACIFIC CONCOURSE DR | LOS ANGELES | CA | 90045 | PC | GENERAL FUND | $1,000 |
| THE BOND BETWEEN | ||||||
| 5959 BAKER RD | MINNETONKA | MN | 55345 | PC | GENERAL FUND | $1,500 |
| UNIVERSITY OF DENVER-LEP | ||||||
| 1999 E EVANS AVE | DENVER | CO | 80210 | PC | GENERAL FUND | $1,000 |
| UNIVERSITY OF MONTANA BIOLOGY SCHOO | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | PC | GENERAL FUND | $5,000 |
| UNIVERSITY OF SAN DIEGO | ||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PC | GENERAL FUND | $8,250 |
| WILDFLOWER MONTESSORI SCHOOL OF COL | ||||||
| 1330 S POTOMAC STREET | AURORA | CO | 80012 | PC | GENERAL FUND | $7,000 |
| YMCA BOCA RATON | ||||||
| 6631 PALMETTO CIR S | BOCA RATON | FL | 33433 | PC | GENERAL FUND | $2,000 |
| FRIENDS OF MONTANA PBS INC | ||||||
| PO BOX 173340 | BOZEMAN | MT | 59717 | PC | GENERAL FUND | $250 |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | PC | GENERAL FUND | $1,000 |
| CATHOLIC RELIEF SERVICES USCCB | ||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | GENERAL FUND | $1,562 |
| FEED MY STARVING CHILDREN | ||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | PC | GENERAL FUND | $1,562 |
| DENVER SANTA CLAUSE SHOP INC | ||||||
| PO BOX 102104 | DENVER | CO | 80250 | PC | GENERAL FUND | $1,750 |
| TREASURE ISLAND CHILD DEVELOPMENT CENTER | ||||||
| 2050 BALLENGER AVE | ALEXANDRIA | VA | 22314 | PC | GENERAL FUND | $3,125 |
| MN CATHOLIC YOUTH PARTNERSHIP | ||||||
| 1500 TAMARACJ DRIVE | LONG LAKE | MN | 55356 | PC | GENERAL FUND | $5,000 |
| THE LABOURE SOCIETY INC | ||||||
| 1365 CORPORATE CENTER CURVE | EAGAN | MN | 55121 | PC | GENERAL FUND | $5,000 |
| COLGATE UNIVERSITY ALUMNI CORPORATION | ||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | PC | GENERAL FUND | $4,000 |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC | ||||||
| 777 GLADES ROAD ADM 247 | BOCA RATON | FL | 33431 | PC | GENERAL FUND | $2,000 |
| THE FULLER CENTER FOR HOUSING | ||||||
| 701 S MARTIN LUTHER KING JR BLVD | AMERICUS | GA | 31719 | PC | GENERAL FUND | $1,000 |
| SOLDIERS 6 INC | ||||||
| 8238 COPLAND WAY | INVER GROVE HEIGHTS | MN | 55076 | PC | GENERAL FUND | $1,000 |
| U OF SANDIEGO 1989 FUND | ||||||
| 5998 ALCALA PARK WAY | SAN DIEGO | CA | 92110 | PC | GENERAL FUND | $1,000 |
| EXPONENT PHILANTHROPY | ||||||
| PO BOX 65607 | WASHINGTON | DC | 20035 | PC | GENERAL FUND | $1,700 |
| CENTRE FOR THE ART | ||||||
| PO BOX 440 | NEW ROADS | LA | 70760 | PC | GENERAL FUND | $2,000 |
| UNIVERSITY OF SAN DIEGO KYLE OCONN | ||||||
| 5998 ALCALA PARK WAY | SAN DIEGO | CA | 92110 | PC | GENERAL FUND | $2,000 |
| THE ST LOUIS IX ART SOCIETY | ||||||
| 1080 W CAUSEWAY APPROACH | MANDEVILLE | LA | 70471 | PC | GENERAL FUND | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,196 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $484 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $120,196 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,382 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $164,062 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,062 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME FROM INVESTMENT |
| 4 | DIVIDEND INCOME FROM INVESTMENT |
| 8 | GAIN FROM INVESTMNET |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,728 | Amt |
| Net Investment Income | $3,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,364 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITITES | FMV | $1,549,687 | $1,549,687 |
| ETFS | FMV | $1,285,550 | $1,285,550 |
| MUTUAL FUNDS | FMV | $1,300,924 | $1,300,924 |
| MONEY MARKET | FMV | $7,455 | $7,455 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT FEE | $61 | $31 | $30 |
| POSTAGE | $682 | $341 | $341 |
| INSURANCE | $732 | $366 | $366 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAIN | Desc |
| Amt | $236,119 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,381 | Amt |
| Net Investment Income | $17,381 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $4,323 | $0 | $0 |
| EXCISE TAX | $4,417 | $0 | $0 |
| FOREIGN TAX | $34 | $0 | $0 |
Comments