J M RUBIN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- J M RUBIN FOUNDATION INC (EIN 59-1958240)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-23
- IRS object ID
- 202501139349100735
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-23T15:27:13-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591958240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM RUBIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JMRU | BusinessNameControlTxt |
| Phone | 5618333309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY L HARRIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5618333309 | PhoneNum |
| Signature | 2025-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S DONTEN | PreparerPersonNm |
| PTIN | P00021956 | PTIN |
| Phone | 5618329292 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $82,053,525 | 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 | $3,270 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,270 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,685,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,685,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,546,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,968,578 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,546,256 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,800 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,238,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,235,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $636,160 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $385,912 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $250,248 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $52,648 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $26,324 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,324 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $325,585 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $194,855 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $130,730 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,301 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,544 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $147,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,679 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $646 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,420 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,275 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $169,698 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $71,273 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $98,425 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,995 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $13,762 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,233 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,663 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,464 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $199 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,268 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,955 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,486,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $881,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $537,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,908,442 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,908,442 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,395,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $881,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,445,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,157,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,353,907 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $861,164 | CashBOYAmt |
| Cash EOY | $812,306 | CashEOYAmt |
| Cash EOYFMV | $812,306 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $22,861 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $24,308 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $24,308 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,140,221 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,789,872 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,876,296 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,343,513 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,720,860 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,679,044 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,670,182 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $105,537 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,522 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,756 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $258,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $193,269 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $73,735 | LandBOYAmt |
| Land EOY | $65,460 | LandEOYAmt |
| Land EOYFMV | $65,460 | LandEOYFMVAmt |
| Other Assets BOY | $18,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $75,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,732,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,574,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,053,525 | 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 | $38,732,250 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,574,936 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,732,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,574,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,732,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,574,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,732,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,157,314 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,574,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,574,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,968,578 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,422,322 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,546,256 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,546,256 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,546,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,719 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,719 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,719 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,907 | 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 | $19,907 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,812 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY S HARPER | IndividualWithBooksNm |
| Phone | 5618333309 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DR STE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334016163 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARY S HARPER | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | PRESIDENT | 40.00 | $339,160 | $143,233 | $0 |
| KIMBERLY L HARRIS | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | VP/TREASURER | 40.00 | $162,000 | $107,535 | $0 |
| LAUREL T BAKER | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $45,000 | $10,535 | $0 |
| EDWARD R GRIFFIN | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $45,000 | $14,291 | $0 |
| BARBARA S NOBLE | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $45,000 | $8,465 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE R PADILLA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADM ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $52,648 | CompensationAmt |
| Employee Benefits | $41,526 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DR SUITE 700E | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $145,715 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $76,197,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,733,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $167,791 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,098,320 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $78,098,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,171,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,926,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,846,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,846,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,719 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,719 | TotalTaxAmt |
| Distributable Before Adj | $3,813,623 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,800 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,816,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,816,423 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,445,746 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,445,746 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,816,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,268,092 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,445,746 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,268,092 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $177,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,638,769 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIMBERLY L HARRIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5618333309 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE ONLINE AT WWW.JMRF.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIP APPLICANTS MUST BE U.S. CITIZENS WHO ARE BONA FIDE RESIDENTS OF PALM BEACH COUNTY, FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 211 PALM BEACHTREASURE COAST | |||||||
| PO BOX 3588 | LANTANA | FL | 33465 | PC | SUPPORT | $5,000 | |
| ADOPT-A FAMILY OF THE PALM BEACHES INC | |||||||
| 1712 SECOND AVE NORTH | LAKE WORTH | FL | 334603210 | PC | SUPPORT | $40,000 | |
| AID TO VICTIMS OF DOMESTIC ABUSE | |||||||
| PO BOX 6161 | DELRAY BEACH | FL | 33482 | PC | SUPPORT | $5,000 | |
| ALS ASSOCIATION | |||||||
| 3242 PARKSIDE CENTER CIRCLE | TAMPA | FL | 33619 | PC | SUPPORT | $1,000 | |
| ALZHEIMER'S COMMUNITY CARE ASSOCIATION | |||||||
| 800 NORTHPOINT PARKWAY SUITE 101-B | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $25,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 2300 CENTREPARK WEST DRIVE | WEST PALM BEACH | FL | 33409 | PC | SUPPORT | $15,000 | |
| ARC PALM BEACH COUNTY | |||||||
| 1201 AUSTRALIAN AVE | RIVIERA BEACH | FL | 33404 | PC | SUPPORT | $20,000 | |
| AVE MARIA UNIVERSITY | |||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $7,900 | |
| BEST FOOT FORWARD | |||||||
| 9045 LA FONTANA BLVD STE 111 | BOCA RATON | FL | 33434 | PC | SUPPORT | $5,000 | |
| BIOLA UNIVERSITY | |||||||
| OFFICE OF FINANCIAL AID 13800 BIOLA | LA MIRADA | CA | 90639 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $87 | AVENUE |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 334021946 | PC | SUPPORT | $10,000 | |
| CANCER ALLIANCE | |||||||
| 350 SOUTH COUNTY ROAD | PALM BEACH | FL | 33480 | PC | SUPPORT | $3,000 | |
| CARNEGIE MELLON UNIVERSITY | |||||||
| WARNER HALL ENROLLMENT SERVICES | PITTSBURGH | PA | 15213 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $10,243 | A-19 |
| CARP | |||||||
| 1626 OLD OKEECHOBEE RD | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $5,000 | |
| CENTER FOR CHILD COUNSELING | |||||||
| 8895 N MILITARY TRAIL STE 300C | PALM BEACH GARDENS | FL | 33410 | PC | SUPPORT | $500 | |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 425 24TH STREET | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $10,000 | |
| COLUMBIA UNIVERSITY | |||||||
| OFFICE OF SCHOLARSHIPS 100 HAMILTON | NEW YORK | NY | 10027 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $32,600 | HALL 1130 AMSTERDAM AVE |
| CYSTIC FIBROSIS FOUNDATION PALM BEACH | |||||||
| 700 SOUTH DIXIE HWY SUITE 100 | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $10,000 | |
| DARTMOUTH COLLEGE | |||||||
| 6024 MCNUTT HALL | HANOVER | NH | 037553541 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $6,613 | |
| DREYFOOS SCHOOL OF THE ARTS FOUNDATION | |||||||
| 501 S SAPODILLA AVE | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $12,000 | |
| DUKE UNIVERSITY | |||||||
| 114 S BUCHANAN BLVD BAY 8 ROOM | DURHAM | NC | 277080759 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $19,500 | B-103 BOX 90759 |
| EMORY UNIVERSITY | |||||||
| STUDENT FINANCIAL SVCS 101 | ATLANTA | GA | 30322 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $10,009 | BOISFEUILLET JONES CENTER |
| EQUINE ASSISTED THERAPIES OF SOUTH FL | |||||||
| PO BOX 273542 | BOCA RATON | FL | 33427 | PC | SUPPORT | $2,500 | |
| FAU FOUNDATION INC | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 334319957 | PC | SUPPORT | $75,000 | |
| FLORIDA ATLANTIC UNIVERSITY | |||||||
| PO BOX 3091 | BOCA RATON | FL | 33431 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $63,100 | |
| FLORIDA COLLEGE | |||||||
| OFFICE OF FINANCIAL AID 119 N GLEN | TEMPLE TERRACE | FL | 33167 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | ARVEN AVENUE |
| FLORIDA GULF COAST UNIVERSITY | |||||||
| 10501 FGCU BLVD SOUTH | FT MYERS | FL | 33965 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $10,300 | |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||
| OFFICE OF SCHOLARSHIPS 11200 SW 8TH | MIAMI | FL | 33199 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $14,400 | ST PC 138 |
| FLORIDA SHERIFFS YOUTH RANCHES INC | |||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | PC | SUPPORT | $75,000 | |
| FLORIDA STATE UNIVERSITY | |||||||
| SCHOLARSHIP OFFICE ROOM 2417 | TALLAHASSEE | FL | 323061023 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $151,336 | UNIVERSITY CENTER |
| FLORIDA TAXWATCH | |||||||
| 106 NORTH BRONOUGH STREET | TALLAHASSEE | FL | 32301 | PC | SUPPORT | $65,000 | |
| FORUM CLUB OF THE PALM BEACHES | |||||||
| PO BOX 14877 | NORTH PALM BEACH | FL | 33408 | PC | SUPPORT | $18,000 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| OFFICE OF STUDENT FINANCIAL AID | ASHBURN | VA | 20147 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $4,070 | 45155 RESEARCH PLACE SUITE 340 |
| GIRL SCOUTS OF SOUTHEAST FLORIDA | |||||||
| 1224 WEST INDIANTOWN ROAD | JUPITER | FL | 33458 | PC | SUPPORT | $5,000 | |
| GULFSTREAM COUNCIL BSA | |||||||
| 8335 NORTH MILITARY TRAIL | PALM BEACH GARDENS | FL | 334106329 | PC | SUPPORT | $75,000 | |
| HARVARD UNIVERSITY | |||||||
| 801 SMITH CAMPUS CENTER 1350 | CAMBRIDGE | MA | 02138 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $1,000 | MASSACHUSETTS AVE |
| HISTOTICAL SOCIETY OF PALM BEACH COUNTY | |||||||
| 300 NORTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $33,000 | |
| HOBE SOUND NATURE CENTER | |||||||
| P O BOX 214 | HOBE SOUND | FL | 33475 | PC | SUPPORT | $500 | |
| JACK THE BIKE MAN | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 334164708 | PC | SUPPORT | $25,000 | |
| JOHN HOPKINS UNIVERSITY | |||||||
| STUDENT FINL SVCS 146 GARLAND HALL | BALTIMORE | MD | 21218 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $22,300 | |
| JOHN HOPKINS UNIVERSITY PEABODY CONSERVATORY | |||||||
| GARLAND HALL B33 3400 N CHARLES | BALTIMORE | MD | 21218 | PC | SUPPORT | $2,000 | STREET |
| JUNO BEACH POLICE FOUNDATION | |||||||
| 803 DONALD ROSS ROAD | JUNO BEACH | FL | 33408 | PC | SUPPORT | $1,000 | |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | PC | SUPPORT | $3,000 | |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BOULVEVARD | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $63,500 | |
| LIBERTY UNIVERSITY | |||||||
| STUDENT ACCTS OFFICE PO BOX 10425 | LYNCHBURG | VA | 24506 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $33,200 | |
| LIGHTHOUSE FOR THE BLIND | |||||||
| 1710 TIFFANY DRIVE EAST | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $4,500 | |
| LOUISIANA STATE UNIVERSITY | |||||||
| BURSAR OPERATIONS 125 THOMAS BOYD | BATON ROUGE | LA | 70803 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $15,100 | HALL |
| MAKE A WISH FOUNDATION | |||||||
| 4491 S STATE ROAD 7 SUITE 201 | FT LAUDERDALE | FL | 33314 | PC | SUPPORT | $10,000 | |
| MAX PLANCK FLORIDA FOUNDATION INC | |||||||
| ONE MAX PLANCK WAY | JUPITER | FL | 33458 | PC | SUPPORT | $4,000 | |
| MEALS ON WHEELS | |||||||
| 1003 ALLENDALE ROAD | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $3,000 | |
| NAMI PALM BEACH COUNTY INC | |||||||
| 5205 GREENWOOD AVENUE STE 110 | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $31,000 | |
| OHIO STATE UNIVERSITY | |||||||
| OFFICE OF THE BURSAR PO BOX 183248 | COLUMBUS | OH | 432183248 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | |
| OPPORTUNITY INC | |||||||
| 1713 QUAIL DRIVE | WEST PALM BEACH | FL | 33409 | PC | SUPPORT | $55,000 | |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334164708 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $263,250 | |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334164708 | PC | SUPPORT | $102,500 | |
| PALM BEACH STATE COLLEGE | |||||||
| FINANCIAL AID OFFICE 4200 CONGRESS | LAKE WORTH | FL | 33461 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $11,400 | AVENUE |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 109 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | |
| PENSACOLA CHRISTIAN COLLEGE | |||||||
| EXTERNAL SCHOLARSHIPS P O BOX 18000 | PENSACOLA | FL | 32523 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $9,600 | |
| PLACE OF HOPE | |||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | PC | SUPPORT | $31,000 | |
| QUANTUM HOUSE | |||||||
| 987 45TH STREET | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $100,000 | |
| REHAB CENTER FOR CHILDREN & ADULTS INC | |||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | PC | SUPPORT | $62,000 | |
| RICE UNIVERSITY | |||||||
| OFFICE OF FINANCIAL AID MS-12 P O | HOUSTON | TX | 772511892 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $2,500 | BOX 1892 |
| RINGLING SCHOOL OF ART AND DESIGN | |||||||
| BURSARS OFFICE 2700 NORTH TAMIAMI | SARASOTA | FL | 342345895 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | TRAIL |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE BOX 2774 | WINTER PARK | FL | 32789 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $9,200 | |
| ROSARIAN ACADEMY | |||||||
| 807 NORTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334013799 | PC | SUPPORT | $100,000 | |
| ROSE HULMAN INSTITUTE OF TECHNOLOGY | |||||||
| OFFICE OF FINANCIAL AID HADLE HALL | TERRE HAUTE | IN | 47803 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | 104 5500 WABASH AVENUE |
| SAMFORD UNIVERSITY | |||||||
| ATTN UNDERGRAD FIN AID OFFICE 800 | BIRMINGHAM | AL | 35229 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $29,000 | LAKESHORE DRIVE |
| SAVANNAH COLLEGE OF ART AND DESIGN | |||||||
| FINANCIAL AID BURSARS OFFICE PROPES | SAVANNAH | GA | 31401 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $12,000 | HALL |
| SOUTHEASTERN GUIDE DOGS INC | |||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | PC | SUPPORT | $4,500 | |
| SOUTHEASTERN UNIVERSITY | |||||||
| FINANCIAL AID DEPT 1000 LONGFELLOW | LAKELAND | FL | 33801 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $29,700 | BLVD |
| ST CLARE SCHOOL | |||||||
| 821 PROSPERITY FARMS ROAD | NORTH PALM BEACH | FL | 33408 | PC | SUPPORT | $5,000 | |
| ST JOAN OF ARC CATHOLIC SCHOOL | |||||||
| 370 SW 3RD STREET | BOCA RATON | FL | 33432 | PC | SUPPORT | $10,000 | |
| ST THOMAS MORE CATHOLIC CHURCH | |||||||
| 10935 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | PC | SUPPORT | $7,000 | |
| TALLAHASSEE COMMUNITY COLLEGE | |||||||
| 444 APPLEYARD DRIVE | TALLAHASSEE | FL | 32304 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $6,750 | |
| THE LORD'S PLACE | |||||||
| 2808 N AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $100,000 | |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | SUPPORT | $31,000 | |
| UNIV OF MIAMI BASCOM PALMER EYE INSTITUTE | |||||||
| 7101 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | PC | SUPPORT | $1,000 | |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| FINANCIAL AID OFFICE PO BOX 160113 | ORLANDO | FL | 328160113 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $120,300 | |
| UNIVERSITY OF DENVER | |||||||
| FINANCIAL AID UNIVERSITY HALL ROOM | DENVER | CO | 80210 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | 255 2197 S UNIVERSITY BLVD |
| UNIVERSITY OF FLORIDA | |||||||
| OFFICE OF STUDENT FINL AFFAIRS P O | GAINESVILLE | FL | 326114025 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $182,500 | BOX 114025 |
| UNIVERSITY OF MIAMI | |||||||
| STUDENT ACCOUNT SERVICES PO BOX | CORAL GABLES | FL | 33124 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $68,000 | 249115 |
| UNIVERSITY OF MICHIGAN | |||||||
| SCHOLARSHIP UNIT 2500 STUDENT | ANN ARBOR | MI | 48109 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $31,820 | ACTIVITIES BLDG 515 E JEFFERSON ST |
| UNIVERSITY OF NORTH FLORIDA | |||||||
| FINANCIAL AID OFFICE 4567 ST JOHNS | JACKSONVILLE | FL | 322242645 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $11,800 | BLUFF ROAD SOUTH |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 140 FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 191046270 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $23,500 | STREET |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| PO BOX 864571 | ORLANDO | FL | 32886 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $35,600 | |
| URBAN YOUTH IMPACT | |||||||
| PO BOX 222592 | WEST PALM BEACH | FL | 33422 | PC | SUPPORT | $50,000 | |
| VIRGINIA TECH UNIVERSITY | |||||||
| STUDENT SERVICES BUILDING SUITE 150 | BLACKSBURG | VA | 24061 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | 800 WASHINGTON ST SW |
| VITA NOVA | |||||||
| 3111 S DIXIE HWY STE 243 | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $10,000 | |
| WASHINGTON UNIVERSITY | |||||||
| STUDENT FINANCIAL SERVICES CAMPUS | ST LOUIS | MO | 631304899 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $20,913 | BOX 1041 ONE BROOKINGS DR |
| WEST PALM BEACH POLICE FOUNDATION | |||||||
| PO BOX 851 | WEST PALM BEACH | FL | 33402 | PC | SUPPORT | $20,000 | |
| WESTERN ACADEMY CHARTER SCHOOL | |||||||
| 650 ROYAL PALM BEACH BOULEVARD | ROYAL PALM BEACH | FL | 33411 | PC | SUPPORT | $42,500 | |
| WESTERN CAROLINA UNIVERSITY | |||||||
| OFFICE OF UNIVERSITY SCHOLARSHIPS | CULLOWHEE | NC | 28723 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $2,600 | 105 CORDELIA CAMP 1 UNIVERSITY DRIV |
| YESHIVA HIGH SCHOOL | |||||||
| 7902 MONTOYA CIRCLE | BOCA RATON | FL | 33433 | PC | SUPPORT | $5,000 | |
| YMCA | |||||||
| 2085 S CONGRESS AVENUE | WEST PALM BEACH | FL | 33406 | PC | SUPPORT | $10,000 | |
| YWCA PALM BEACH COUNTY | |||||||
| 1016 N DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $5,000 | |
| BAYLOR UNIVERSITY | |||||||
| ONE BEAR PLACE 97028 | WACO | TX | 767987028 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $3,251 | |
| BENTLEY UNIVERSITY | |||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW BOX 571252 | WASHINGTON | DC | 20057 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $3,500 | |
| HOWARD UNIVERSITY | |||||||
| 2400 6TH ST NW SUITE 205 | WASHINGTON | DC | 20059 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | |
| UNIVERSITY OF CALIFORNIA-IRVINE | |||||||
| 102 ALDRICH HALL | IRVINE | CA | 92697 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $10,500 | |
| UNIVERSITY OF MISSISSIPPI | |||||||
| PO BOX 1848 | UNIVERSITY | MS | 386771848 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | |
| ANN NORTON SCULPTURE GARDENS | |||||||
| 253 BARCELONA RD | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $16,000 | |
| CLINICS CAN HELP | |||||||
| 2560 WESTGATE AVE | WEST PALM BEACH | FL | 33409 | PC | SUPPORT | $1,000 | |
| UNITED WAY OF PALM BEACH COUNTY | |||||||
| 477 S ROSEMARY AVE UNIT E230 | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,908,442 | 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 | $3,270 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,685,684 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,546,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,238,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,238,010 | 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 | $3,845 | Amt |
| Net Investment Income | $2,301 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,544 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,679,044 | EOYBookValueAmt |
| EOYFMV | $2,670,182 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $33,876,296 | EOYBookValueAmt |
| EOYFMV | $78,343,513 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ASSET BACKED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $99,522 | BookValueAmt |
| EOYFMV | $62,756 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKS OF ART | Desc |
| BOY Book Value | $18,000 | BOYBookValueAmt |
| EOY Book Value | $18,000 | EOYBookValueAmt |
| EOYFMV | $75,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $200 | $0 | $200 |
| DUES AND SUBSCRIPTIONS | $12,273 | $7,345 | $4,928 |
| EQUIPMENT RENTAL/REPAIR | $5,293 | $3,168 | $2,125 |
| LIABILITY INSURANCE | $11,733 | $7,022 | $4,711 |
| LICENSES, TAXES AND FEES | $236 | $141 | $95 |
| PUBLIC/COMMUNITY RELATIONS | $760 | $0 | $760 |
| OFFICE SUPPLIES & EXPENSE | $6,620 | $3,962 | $2,658 |
| POSTAGE AND DELIVERY | $2,464 | $1,475 | $989 |
| TELEPHONE | $7,006 | $4,193 | $2,813 |
| SEMINARS | $685 | $410 | $275 |
| WORKERS COMP INSURANCE | $998 | $597 | $401 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RECOVERIES | Desc |
| Revenue And Expenses Per Books | $2,800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,800 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $145,715 | $145,715 | $0 |
| PENSION FEES | $1,610 | $964 | $646 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $60,000 | $0 | $0 |
| FOREIGN TAXES | $10,420 | $10,420 | $0 |