CONNORS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CONNORS FOUNDATION INC (EIN 52-2204597)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-24
- IRS object ID
- 202621759349100752
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-24T08:55:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332394145 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RM ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 WOOTTON PKWY STE 950 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | 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 | 522204597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONNORS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 7032160172 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 BANYAN ROAD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CONNORS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7032160172 | PhoneNum |
| Signature | 2026-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM B FREEDENBERG | PreparerPersonNm |
| PTIN | P01335626 | PTIN |
| Phone | 3017625900 | PhoneNum |
| Preparation | 2026-05-28 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,418,488 | 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 | $251 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $251 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $537,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $537,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$57,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,039,666 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $961,849 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $480,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,499,525 | 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 |
| Accounting Fees Rev And Expnss | $11,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,351 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $791 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $791 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $400 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,349 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,824,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,824,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,851,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,835,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,370,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,491,825 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,261 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,534 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,147,098 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,049,996 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,235,799 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $147 | OtherAssetsBOYAmt |
| Other Assets EOY | $155 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,152,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,232,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,418,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,152,506 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,232,685 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,152,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,232,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,152,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,232,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,152,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,370,888 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,451,067 | OtherIncreasesAmt |
| Subtotal | $16,232,685 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,232,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 34725 SH WARNER BROS DISCOVERY | D | 1996-10-24 | 2025-12-05 | $875,157 | $77,817 | $797,340 | $797,340 |
| CALL - ORACLE CORP | P | 2025-11-21 | 2025-09-25 | $27,211 | $27,211 | $27,211 | |
| CALL - ALIBABA GRP HLDG | P | 2025-11-21 | 2025-09-25 | $137,298 | $137,298 | $137,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $961,849 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,736 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,736 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,736 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,500 | 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 | $21,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $764 | OverpaymentAmt |
| Applied To ES Tax | $764 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL M CONNORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7032160172 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 BANYAN ROAD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL M CONNORS | ||||||||
| 102 BANYAN ROAD | PALM BEACH | FL | 33480 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JULIA B CONNORS | ||||||||
| 102 BANYAN ROAD | PALM BEACH | FL | 33480 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHLEEN C MUELLER | ||||||||
| 170 N OCEAN BLVD | PALM BEACH | FL | 33480 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK E CONNORS | ||||||||
| 160 BELDEN HILL | WILTON | CT | 06897 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREGORY CONNORS | ||||||||
| 109 ASHE STREET | KEY WEST | FL | 33040 | DIRECTOR | 1.00 | $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 | $20,644,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,782,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,782,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $311,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,470,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,023,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,023,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,736 | TotalTaxAmt |
| Distributable Before Adj | $1,002,810 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,002,810 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,002,810 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,835,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,835,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,002,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,062 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $756,585 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $806,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,835,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,002,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,832,640 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,639,287 | 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 | $50,062 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,589,225 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $756,585 | ExcessFromYear1Amt |
| Excess From Current Year | $1,832,640 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL M CONNORS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF PALM BEACH | |||||||
| 800 NORTHPOINT PARKWAY STE 204 | WEST PALM BEACH | FL | 33407 | NONE | PC | GENERAL SUPPORT | $2,670,585 |
| CLEVELAND CLINIC FLORIDA | |||||||
| 2950 CLEVELAND CLINIC BLVD | WESTON | FL | 33331 | NONE | PC | GENERAL SUPPORT | $50 |
| DOG TAG INC | |||||||
| 3206 GRACE ST NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $10,000 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | NONE | PC | GENERAL SUPPORT | $100,000 |
| PALM BEACH ISLAND HOSPICE FOUNDATION | |||||||
| 44 COCOANUT ROW STE M207B | PALM BEACH | FL | 33480 | NONE | PC | GENERAL SUPPORT | $10,000 |
| PITTSBURGH SYMPHONY ORCHESTRA | |||||||
| 600 PENN AVE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SALVATION ARMY OF PALM BEACH COUNTY | |||||||
| 2100 PALM BEACH LAKES BLVD | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $5,725 |
| UNITED WAY OF PALM BEACH | |||||||
| 44 COCOANUT ROW STE M201 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL SUPPORT | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,824,360 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $537,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$57,063 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $480,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $480,613 | 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 | WAGNER KAPLAN DUYS & WOOD LLP (REVIEW INVEST. ACTIVITIES & TAX RETURN PREP) | CategoryTxt |
| Amt | $11,250 | Amt |
| Net Investment Income | $7,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,950 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DISTRIBUTION OF PROPERTY | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART I, LINE 25 | FormAndLineReferenceDesc |
| Medium Explanation | CHARITABLE DONATIONS WERE MADE USING DISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE.1. DATE OF DISTRIBUTIONS: A) 6/16/25 AND B) 6/25/252. DESCRIPTION OF PROPERTY: A) 4,245 SHARES SPDR S&P 500 - SPY AND B) 88 SHARES SPDR S&P 500 - SPY3. BOOK VALUE OF PROPERTY: A) $1,143,985 AND B) $23,716 (SEE NOTE I)4. FAIR MARKET VALUE OF PROPERTY: A) $2,556,912 AND B) $53,423 (SEE NOTE II)NOTE I: METHOD FOR DETERMINING BOOK VALUE - THE PROPERTY WAS CARRIED ON THE BOOKS AT COST.NOTE II: METHOD FOR DETERMINING FAIR MARKET VALUE - THE PROPERTY CONTRIBUTION CONSISTED OF PUBLICLY TRADED SECURITIES. THE AVERAGE OF THE HIGHEST AND LOWEST TRADING PRICES ON THE DATE THAT THE DONATIONS WERE MADE WAS USED TO DETERMINE THE FAIR MARKET VALUE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $16,049,996 | EOYBookValueAmt |
| EOYFMV | $22,235,799 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $147 | BOYBookValueAmt |
| EOY Book Value | $155 | EOYBookValueAmt |
| EOYFMV | $155 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $3,497 | $0 | $3,497 |
| POSTAGE AND DELIVERY | $193 | $0 | $193 |
| OFFICE SUPPLIES | $1,063 | $0 | $1,063 |
| INVESTMENT EXPENSES (ADR FEES) | $400 | $400 | $0 |
| OTHER EXPENSES | $749 | $0 | $749 |
| CORPORATE FEES | $847 | $0 | $847 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIVIDEND BOOK/TAX TIMING DIFFERENCE | $8,433 |
| BOOK GAIN UPON DONATION OF MARKETABLE SECURITIES | $1,442,634 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME EXCISE TAXES | CategoryTxt |
| Amt | $8,351 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |