JOHN A AND ELIZABETH F TAYLOR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A AND ELIZABETH F TAYLOR CHARITABLE FOUNDATION INC (EIN 65-0155013)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202621209349101772
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T16:34:31-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200134357 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHONEY & MAHONEY CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 N HWY A1A STE C210 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | 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 | 650155013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN A & ELIZABETH F TAYLOR | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5613511251 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 N HWY A1A C210 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER KAUPE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5613511251 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA MAHONEY | PreparerPersonNm |
| PTIN | P01343740 | PTIN |
| Phone | 5613511251 | PhoneNum |
| Preparation | 2026-04-28 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,526,995 | 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 |
| Dividends Rev And Expnss | $298,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $298,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,119,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,853 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $430,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,761 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,761 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $92,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,212 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,781 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,781 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $780,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $780,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $889,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $780,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$458,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $321,554 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,989 | CashBOYAmt |
| Cash EOY | $31,674 | CashEOYAmt |
| Cash EOYFMV | $31,674 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $121,590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,648 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,648 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,716,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,246,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,362,673 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,866,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,410,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,526,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,791,270 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,791,270 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,075,212 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,619,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,866,482 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,410,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,866,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,410,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,866,482 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$458,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,301 | OtherIncreasesAmt |
| Subtotal | $7,410,337 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,410,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 97 ACCENTURE PLC | P | 2020-04-30 | 2025-01-06 | $34,235 | $18,038 | $16,197 | $16,197 |
| 1 ACCENTURE PLC | P | 2020-04-30 | 2025-01-06 | $353 | $186 | $167 | $167 |
| 200 ACCENTURE PLC | P | 2020-09-21 | 2025-03-20 | $59,881 | $46,451 | $13,430 | $13,430 |
| 200 ACCENTURE PLC | P | 2020-09-03 | 2025-03-20 | $59,881 | $47,687 | $12,194 | $12,194 |
| 300 ACCENTURE PLC | P | 2020-06-23 | 2025-03-20 | $89,821 | $62,614 | $27,207 | $27,207 |
| 250000 BANK OF AMERICA CORP | P | 2022-06-21 | 2025-01-22 | $250,000 | $250,000 | $0 | $0 |
| 100000 BIOGEN INC SR GLOBAL NT | P | 2022-09-02 | 2025-06-26 | $100,000 | $100,008 | -$8 | -$8 |
| 250000 CITIGROUP GLOBAL MARKETS HLDGS | P | 2022-05-11 | 2025-05-13 | $250,000 | $250,000 | $0 | $0 |
| 1000 LYONDELLBASELL INDUSTRIES N | P | 2025-06-04 | 2025-11-05 | $44,538 | $55,990 | -$11,452 | -$11,452 |
| 200 SPDR TECHNOLOGY SELECT SECTOR ETF | P | 2024-05-20 | 2025-04-21 | $37,450 | $42,832 | -$5,382 | -$5,382 |
| 500 ABBOTT LABORATORIES | P | 1987-10-02 | 2025-01-06 | $56,908 | $36,833 | $20,075 | $20,075 |
| 100 ACCENTURE PLC | P | 2020-04-30 | 2025-01-03 | $35,242 | $18,596 | $16,646 | $16,646 |
| 100 ACCENTURE PLC | P | 2020-04-30 | 2025-01-03 | $35,242 | $18,596 | $16,646 | $16,646 |
| 2 ACCENTURE PLC | P | 2020-04-30 | 2025-01-06 | $706 | $372 | $334 | $334 |
| 10000 CITIGROUP INC FR DTD 08/16/2022 | P | 2022-08-25 | 2025-11-17 | $100,000 | $100,000 | $0 | $0 |
| 1000 COCA COLA CO | P | 2019-03-08 | 2025-01-06 | $61,178 | $44,753 | $16,425 | $16,425 |
| 1000 COTERRA ENERGY INC | P | 2023-06-07 | 2025-01-03 | $26,397 | $24,811 | $1,586 | $1,586 |
| 2000 COTERRA ENERGY INC | P | 2023-04-10 | 2025-01-03 | $52,794 | $51,218 | $1,576 | $1,576 |
| 2000 COTERRA ENERGY INC | P | 2023-03-23 | 2025-01-03 | $52,795 | $46,850 | $5,945 | $5,945 |
| 500 DOMINION ENERGY INC | P | 2019-09-16 | 2025-01-06 | $26,966 | $39,185 | -$12,219 | -$12,219 |
| 500 DOMINION ENERGY INC | P | 2018-09-21 | 2025-01-06 | $26,966 | $35,146 | -$8,180 | -$8,180 |
| 3000 ISHARES US PREFERRED & HYBRID SECURITIES INDEX | P | 2018-09-14 | 2025-01-06 | $95,705 | $111,634 | -$15,929 | -$15,929 |
| 100 LOCKHEED MARTIN CORP | P | 2020-09-21 | 2025-01-06 | $47,194 | $37,944 | $9,250 | $9,250 |
| 100 MCDONALDS CORP | P | 2018-08-30 | 2025-01-06 | $29,490 | $16,274 | $13,216 | $13,216 |
| 100000 MORGAN STANLEY FR | P | 2022-10-06 | 2025-11-24 | $100,000 | $100,000 | $0 | $0 |
| 1200 NEXTERA ENERGY INC | P | 2022-03-22 | 2025-03-20 | $85,313 | $98,438 | -$13,125 | -$13,125 |
| 500 PHILLIPS 66 | P | 2022-09-20 | 2025-01-06 | $58,253 | $41,055 | $17,198 | $17,198 |
| 500 PHILLIPS 66 | P | 2022-09-20 | 2025-06-04 | $57,320 | $41,055 | $16,265 | $16,265 |
| 125 SOLSTICE ADVANCED MATLS INC | P | 2011-05-02 | 2025-11-11 | $5,898 | $1,735 | $4,163 | $4,163 |
| 100 SPDR TECHNOLOGY SELECT SECTOR ETF | P | 2024-03-07 | 2025-04-21 | $18,725 | $20,916 | -$2,191 | -$2,191 |
| 250 SPDR TECHNOLOGY SELECT SECTOR ETF | P | 2024-01-24 | 2025-04-21 | $46,812 | $50,890 | -$4,078 | -$4,078 |
| 500 SPDR TECHNOLOGY SELECT SECTOR ETF | P | 2023-06-07 | 2025-04-21 | $93,624 | $81,829 | $11,795 | $11,795 |
| 500 T ROWE PRICE GROUP INC | P | 2022-07-12 | 2025-01-03 | $56,806 | $57,625 | -$819 | -$819 |
| 200 T ROWE PRICE GROUP INC | P | 2021-05-07 | 2025-01-03 | $22,723 | $37,718 | -$14,995 | -$14,995 |
| SPDR GOLD SHARES | P | 2024-11-29 | 2025-12-31 | $600 | $684 | -$84 | -$84 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,853 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,470 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,470 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,470 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | 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 | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,670 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 | MAHONEY MAHONEY CPA'S PA | IndividualWithBooksNm |
| Phone | 5613511251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 N HWY A1A STE C210 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXIS WILSON | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | PRES; DIRECTOR | 0.00 | $0 | $0 | $0 |
| PATRICE KAUPE | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | VICE PRES; DIRECTOR | 0.00 | $0 | $0 | $0 |
| PETER KAUPE | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | TREAS; CHAIRMAN; DIRECTOR | 0.00 | $0 | $0 | $0 |
| SERENA WILSON | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | SEC; DIRECTOR | 0.00 | $0 | $0 | $0 |
| KIMBERLY KAUPE | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HANS MILLER | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHARI WILSON | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MCKENZIE WILSON | ||||||||
| 400 VILLAGE SQ XING STE 3J | PALM BEACH GARDENS | FL | 33410 | DIRECTOR | 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 | $15,616,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $383,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,000,320 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,000,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $240,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,760,315 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $788,016 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $788,016 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,470 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,470 | TotalTaxAmt |
| Distributable Before Adj | $783,546 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $783,546 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $783,546 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $780,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $780,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $783,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5,993 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $8,278 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $780,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $780,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,546 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,546 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,278 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,447 | ExcessFromYear4Amt |
| Excess From Year2 | $8,278 | ExcessFromYear2Amt |
| Excess From Year1 | $5,553 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BILLFISH FOUNDATION INC | |||||||
| 1915 NE 45TH STREET STE 212 | FT LAUDERDALE | FL | 33308 | N/A | PC | GENERAL | $41,000 |
| BILLION OYSTER PROJECT INC | |||||||
| GOVERNORS ISLAND-10 S STREET SLIP 7 | NEW YORK | NY | 10004 | N/A | PC | GENERAL | $33,000 |
| CAPTAINS FOR CLEAN WATER INC | |||||||
| 2031 JACKSON STREET | FORT MYERS | FL | 33901 | N/A | PC | GENERAL | $67,097 |
| CONSERVATION FLORIDA INC | |||||||
| 37 N ORANGE AVENUE STE 323 | ORLANDO | FL | 32801 | N/A | PC | GENERAL | $168,750 |
| DUKE UNIVERSITY MARINE LAB | |||||||
| 135 DUKE MARINE LAB ROAD | BEAUFORT | NC | 28516 | N/A | PC | GENERAL | $19,097 |
| FISH & WILDLIFE FOUNDATION OF FLORIDA INC | |||||||
| PO BOX 11010 | TALLAHASSEE | FL | 32302 | N/A | PC | GENERAL | $5,000 |
| FLORIDA AQUARIUM INC | |||||||
| 701 CHANNELSIDE DRIVE | TAMPA | FL | 336025600 | N/A | PC | GENERAL | $25,000 |
| GUY HARVEY OCEAN FUND INC | |||||||
| 757 SE 17TH STREET STE 217 | FT LAUDERDALE | FL | 33316 | N/A | PC | GENERAL | $20,000 |
| I CARE CORPORATION | |||||||
| 79851 OVERSEAS HWY | ISLAMORADA | FL | 33036 | N/A | PC | GENERAL | $35,750 |
| INTERNATIONAL WOMEN'S FISHING ASSOCIATION SCHOLARSHIP TRUST | |||||||
| 205 EAST ENID DRIVE | KEY BISCAYNE | FL | 331492207 | N/A | PC | GENERAL | $29,875 |
| LOGGERHEAD MARINE LIFE CENTER INC | |||||||
| 14200 US HIGHWAY 1 | JUNO BEACH | FL | 334081406 | N/A | PC | GENERAL | $49,875 |
| OCEAN RESCUE ALLIANCE INC | |||||||
| 5213 ADMIRAL POINTE DRIVE | APOLLO BEACH | FL | 33572 | N/A | PC | GENERAL | $9,097 |
| OCEAN RESEARCH & CONSERVATION ASSOC INC INDIAN RIVER LAGOON | |||||||
| 1235 16TH STREET | VERO BEACH | FL | 32960 | N/A | PC | GENERAL | $9,097 |
| PALM BEACH COUNTY FISHING FOUNDATION INC | |||||||
| PO BOX 468 | WEST PALM BEACH | FL | 334020468 | N/A | PC | GENERAL | $125,000 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 926730119 | N/A | PC | GENERAL | $47,097 |
| THE OCEAN FOUNDATION | |||||||
| 1320 19TH ST NW STE 401 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL | $9,097 |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| 9505 OCEAN SHORE BLVD | ST AUGUSTINE | FL | 32080 | N/A | PC | GENERAL | $34,099 |
| WILD OCEANS INC | |||||||
| PO BOX 272122 | TAMPA | FL | 33688 | N/A | PC | GENERAL | $22,097 |
| CORAL RESTORATION FOUNDATION INC | |||||||
| 89111 OVERSEAS HIGHWAY | TAVERNIER | FL | 33070 | N/A | PC | GENERAL | $10,000 |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | |||||||
| 777 GLADES ROAD AD 10 RM 247 | BOCA RATON | FL | 334310091 | N/A | PC | GENERAL | $9,097 |
| THE SEADOC SOCIETY | |||||||
| 1020 DEER HARBOR ROAD | EASTBOUND | WA | 98245 | N/A | PC | GENERAL | $5,000 |
| 4OCEAN CHARITABLE FOUNDATION | |||||||
| 1550 NW 1ST AVENUE | BOCA RATON | FL | 33432 | N/A | PC | GENERAL | $5,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $780,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $298,710 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $131,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $430,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,563 | TotalIncomeProducingActyAmt |
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 | $7,000 | Amt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK INVESTMENTS | StockNm |
| EOY Book Value | $7,246,015 | EOYBookValueAmt |
| EOYFMV | $16,362,673 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $6,761 | LegalFeesAmt |
| Net Investment Income | $6,761 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $223 | $223 | $0 |
| POSTAGE | $32 | $32 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $2,301 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT & FID FEES | CategoryTxt |
| Amt | $92,212 | Amt |
| Net Investment Income | $92,212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,522 | $2,522 | $0 |
| FOREIGN TAXES | $259 | $259 | $0 |
Comments