OPEN MINDS ALIGN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OPEN MINDS ALIGN FOUNDATION (EIN 85-2806214)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202641209349100244
- Schema version
- 2025v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T14:16:18-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650302132 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYAN & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 COMMERCIAL BLVD STE 203 | AddressLine1Txt |
| City | LAUDERDALEBYTHESEA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333084440 | 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 | 852806214 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN MINDS ALIGN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPEN | BusinessNameControlTxt |
| Phone | 9548040439 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5975 N FEDERAL HWY STE 243 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH ESTHER CURRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9548040439 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES W BRYAN | PreparerPersonNm |
| PTIN | P01042002 | PTIN |
| Phone | 9547727655 | PhoneNum |
| Preparation | 2026-04-30 | 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 | $22,307,811 | 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 | $467,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $467,596 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $467,596 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $689,608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,488,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $693,639 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,157,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,161,235 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $467,596 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $372,692 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $357,692 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $91,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $91,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $36,396 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,396 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $138 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $138 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,998 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $13,998 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $106,782 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,677 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96,105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $623,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $596,579 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $555,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $555,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,179,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,152,369 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,134,308 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $467,596 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,208 | CashBOYAmt |
| Cash EOY | $5,548 | CashEOYAmt |
| Cash EOYFMV | $5,548 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $377,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $454,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $454,552 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $360,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $810,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $360,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $360,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $20,920 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,920 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,445,149 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,455,777 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,635,226 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,633,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,029,207 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,795,449 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $681,505 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $623,915 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $619,279 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,142,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,262,335 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,416,837 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,143,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,212,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,307,811 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,143,617 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,212,254 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,143,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,212,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,143,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,212,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,143,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,092 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,121,525 | SubtotalAmt |
| Other Decreases | $909,271 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,212,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TOTAL S/T GAIN/LOSS (ATTACHED) | P | $3,021,638 | $3,035,647 | -$14,009 | -$14,009 |
| TOTAL L/T GAIN/LOSS (ATTACHED) | P | $2,417,249 | $1,709,601 | $707,648 | $707,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $693,639 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,767 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,767 | SubtotalAmt |
| Tax Based On Investment Income | $15,767 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $693 | EsPenaltyAmt |
| Tax Due | $16,460 | TaxDueAmt |
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 |
| Individual With Books | RUTH ESTHER CURRY | IndividualWithBooksNm |
| Phone | 9548040439 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5975 NORTH FEDERAL HWY SUITE 243 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| RUTH ESTHER CURRY | ||||||||
| 5975 NORTH FEDERAL HWY SUITE 243 | FT LAUDERDALE | FL | 33308 | PRESIDENT | 000.00 | $139,077 | $0 | $0 |
| ROBERT S CURRY | ||||||||
| 5975 NORTH FEDERAL HWY SUITE 243 | FT LAUDERDALE | FL | 33308 | SEC / CFO | 000.00 | $142,615 | $0 | $0 |
| THOMAS FIKE | ||||||||
| 5975 NORTH FEDERAL HWY SUITE 243 | FT LAUDERDALE | FL | 33308 | SP PROJ DIR | 000.00 | $91,000 | $0 | $0 |
| GINGER RUBACK | ||||||||
| 5975 NORTH FEDERAL HWY SUITE 243 | FT LAUDERDALE | FL | 33308 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RICHARD CARUSO | ||||||||
| 5975 NORTH FEDERAL HWY SUITE 243 | FT LAUDERDALE | FL | 33308 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOHN PADGETT | ||||||||
| 5975 NORTH FEDERAL HWY SUITE 243 | FT LAUDERDALE | FL | 33308 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS WERE AWARDED TO 184 STUDENTS ENROLLED IN PROGRAMS AT THIRTY-THREE COLLEGE LOCATIONS IN FLORIDA, NEW YORK, NEW JERSEY, NEW ORLEANS, ARIZONA, UTAH, MICHIGAN, GEORGIA, TENNESSEE, OHIO, PENNSYLVANIA, AND MISSISSIPPI; THESE SCHOLARSHIPS TOTALLED 472,625. | Description1Txt |
| Expenses1 | $472,625 | Expenses1Amt |
| Description2 | THROUGH ELEMENTARY AND MIDDLE SCHOOLS IN FLORIDA, OHIO, ALABAMA, AND NEW MEXICO, CHILDREN WERE GIFTED 3 BOOKS EACH TO HAVE AS THEIR OWN AT CHRISTMAS TIME. | Description2Txt |
| Expenses2 | $71,173 | Expenses2Amt |
| Description3 | CHILDREN ATTENDED SUMMER CAMP. MISCELLANEOUS DONTATIONS TO SCHOOLS AND NEEDY FAMILIES. | Description3Txt |
| Expenses3 | $11,992 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,939,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $445,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $380,920 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,765,381 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,765,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,498,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $874,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $874,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,767 | TotalTaxAmt |
| Distributable Before Adj | $859,178 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $859,178 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $859,178 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,152,369 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,152,369 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $859,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $105,696 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,152,369 | QualifyingDistributionsAmt |
| Applied To Year1 | $105,696 | AppliedToYear1Amt |
| Applied To Current Year | $859,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $187,495 | RemainingDistriFromCorpusAmt |
| Total Corpus | $187,495 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $187,495 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $187,495 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AVEDA ARTS & SCIENCE INSTITUTE | ||||||||
| 3200 GALERIA CIRCLE | BIRMINGHAM | AL | 35244 | POF | GENERAL | $2,500 | ||
| BARRY UNIVERSITY | ||||||||
| 11300 NE SECOND AVE | MIAMI SHORES | FL | 33133 | POF | GENERAL | $3,000 | ||
| BROWARD COLLEGE | ||||||||
| 3501 DAVIE RD | DAVIE | FL | 33314 | POF | GENERAL | $12,000 | ||
| CHRISTIAN HELP CENTER | ||||||||
| 247 E MAIN STREET | BATAVIA | OH | 45103 | POF | GENERAL | $10,000 | ||
| COLUMBIA UNIVERSITY | ||||||||
| 408 LEWISOHN HALL | NEW YORK | NY | 10027 | POF | GENERAL | $3,000 | SCHOOL OF GENERAL STUDIES | MAIL CODE 4101 |
| COVENANT HOUSE | ||||||||
| 733 BREAKERS AVE | FORT LAUDERDALE | FL | 33304 | POF | CHARITABLE OPERATIONS | $61,750 | ||
| DAYTONA COLLEGE | ||||||||
| 425 S NOVA ROAD | ORMOND BEACH | FL | 32174 | POF | GENERAL | $99,000 | ||
| FLORENCE B MATHIS ELEMENTARY | ||||||||
| 600 9TH AVE | FOLEY | AL | 36535 | POF | GENERAL | $30,000 | ||
| FLORIDA STATE UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID | TALLAHASSEE | FL | 32306 | POF | GENERAL | $3,000 | STE 4400A UNIVERSITY CTR | |
| FORT LAUDERDALE ROTARY 1090 FDN | ||||||||
| 1350 E SUNRISE BLVD 112 | FORT LAUDERDALE | FL | 33304 | POF | GENERAL | $9,500 | ||
| GEORGIA STATE UNIVERSITY | ||||||||
| 33 GLIMER ST SE | ATLANTA | GA | 30303 | POF | GENERAL | $3,500 | ||
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 85017 | POF | GENERAL | $25,000 | ||
| HERZING UNIVERSITY | ||||||||
| 1865 SR 436 | WINTER PARK | FL | 32792 | POF | GENERAL | $29,375 | ||
| LARKIN COLLEGE OF PHARMACY | ||||||||
| 18301 N MIAMI AVE 1 | MIAMI | FL | 33169 | POF | GENERAL | $3,000 | ||
| LYNN UNIVERSITY | ||||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | POF | GENERAL | $60,000 | ||
| MISSISSIPPI STATE UNIVERSITY | ||||||||
| 75 BS HOOD DRIVE | MISSISSIPPI STATE | MS | 39762 | POF | GENERAL | $3,000 | ||
| NORTHERN ARIZONA STATE UNIVERSITY | ||||||||
| 216 E MOUNTAIN VIEW DR | FLAGSTAFF | AZ | 86011 | POF | GENERAL | $3,000 | ||
| NOVA SOUTHEASTERN UNIVERSITY | ||||||||
| 3300 S UNIVERSITY DRIVE | FORT LAUDERDALE | FL | 33328 | POF | GENERAL | $3,000 | ||
| OHIO STATE UNIVERSITY | ||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | POF | GENERAL | $6,000 | ||
| OHIO UNIVERSITY | ||||||||
| 020 CHUBB HALL | ATHENS | OH | 45701 | POF | GENERAL | $3,000 | ||
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | POF | GENERAL | $6,000 | ||
| ROWAN COLLEGE OF SOUTH JERSEY | ||||||||
| 1400 TANYARD RD | SEWELL | NJ | 08080 | POF | GENERAL | $6,000 | ||
| SABINA ELEMENTARY SCHOOL | ||||||||
| 246 W WASHINGTON ST | SABINA | OH | 45169 | POF | GENERAL | $2,346 | ||
| SAVANNAH COLLEGE OF ART AND DESIGN | ||||||||
| 342 BULL STREET | SAVANNAH | GA | 31402 | POF | GENERAL | $6,000 | ||
| SOUTHERN OHIO SCHOOLS | ||||||||
| 174 LARRICK RD | SABINA | OH | 45169 | POF | GENERAL | $9,827 | ||
| STETSON UNIVERSITY | ||||||||
| 421 N WOODLAND BLVD | DELAND | FL | 32723 | POF | GENERAL | $6,000 | UNIT 8379 | |
| TUFTS UNIVERSITY | ||||||||
| STUDENT FINANCIAL SERVICE | MEDFORD | MA | 02155 | POF | GENERAL | $3,000 | 419 BOSTON AVE | |
| TULANE UNIVERSITY | ||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | POF | GENERAL | $4,000 | ||
| UNIVERSITY OF CENTRAL FLORIDA | ||||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | POF | GENERAL | $6,000 | ||
| UNIVERSITY OF CINCINNATI | ||||||||
| 2600 CLIFTON AVE | CINCINNATI | OH | 45221 | POF | GENERAL | $3,000 | ||
| UNIVERSITY OF DAYTON | ||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | POF | GENERAL | $3,000 | ||
| UNIVERSITY OF FLORIDA | ||||||||
| 1938 W UNIVERSITY AVE | GAINSVILLE | FL | 32611 | POF | GENERAL | $3,000 | ||
| UNIVERSITY OF SOUTHERN MISSISSIPPI | ||||||||
| 118 COLLEGE DR 5133 | HATTIESBURG | MS | 39406 | POF | GENERAL | $4,000 | 101 FORREST COUNTY HALL | |
| UNIVERSITY OF TENNESSEE | ||||||||
| 825 VOLUNTEER BLVD | KNOXVILLE | TN | 37996 | POF | GENERAL | $3,000 | ||
| UNIVERSITY OF SOUTH FLORIDA FDN | ||||||||
| 4202 E FOWLER AVE ALC100 | TAMPA | FL | 33620 | POF | GENERAL | $42,000 | ||
| WAYNESBURG UNIVERSITY | ||||||||
| 51 W COLLEGE ST | WAYNESBURG | PA | 15370 | POF | GENERAL | $54,000 | ||
| WESTMINISTER ACADEMY | ||||||||
| 5601 NORTH FEDERAL HWY | FORT LAUDERDALE | FL | 33308 | POF | GENERAL | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $543,798 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $467,596 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $689,608 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,157,204 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,157,204 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | TOTAL L/T GAIN/LOSS (ATTACHED) | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Basis | $54,031 | BasisAmt |
| Total Net | -$4,031 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $623,915 | EOYBookValueAmt |
| EOYFMV | $619,279 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $8,029,207 | EOYBookValueAmt |
| EOYFMV | $12,795,449 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,455,777 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,635,226 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REITS | AT COST | $78,056 | $76,670 |
| OTHER | AT COST | $4,184,279 | $4,340,167 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $909,271 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| SECURITY | $706 | $71 | $635 |
| UTILITIES | $1,132 | $113 | $1,019 |
| IT / INTERNET | $20,557 | $2,056 | $18,501 |
| OFFICE SUPPLIES | $2,543 | $254 | $2,289 |
| POSTAGE | $67 | $7 | $60 |
| PAYROLL PROCESSING | $1,823 | $182 | $1,641 |
| RENT | $50,732 | $5,073 | $45,659 |
| BANK FEES | $7 | $7 | |
| GROUP INSURANCE/MEDICAL | $17,995 | $1,800 | $16,195 |
| INSURANCE | $8,414 | $841 | $7,573 |
| REPAIRS & MAINTENANCE | $2,203 | $220 | $1,983 |
| DUES & SUBSCRIPTIONS | $603 | $60 | $543 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROMISSORY NOTE REC'B | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $360,000 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LICENSES & FEES | $61 | $61 |
| EXCISE TAXES PAID | $13,937 | $13,937 |