TRUSTBRIDGE FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTBRIDGE FOUNDATION INC (EIN 20-3974070)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349309681
- Schema version
- 2023v5.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T13:03:49+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Las Olas Blvd Suite 1100 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333014230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203974070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TrustBridge Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 5614946888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 East Avenue | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | mark r huntley | PersonNm |
| Person Title | cfo | PersonTitleTxt |
| Phone | 5614946888 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GINA ARDILLO | PreparerPersonNm |
| PTIN | P01395893 | PTIN |
| Phone | 9542028600 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustbridge Hospice Foundation | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deborah Johnson | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 East Avenue | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $62,917,519 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://trustbridge.com/foundation/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | The organization's mission is to Raise and manage charitable donations to support nonprofit end of life care provider Trustbridge, Inc and its subsidiaries through a comprehensive fundraising program. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 134 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,692,245 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,896,674 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,131,081 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,082,426 | CYInvestmentIncomeAmt |
| PY Other Revenue | $320,939 | PYOtherRevenueAmt |
| CY Other Revenue | $555,705 | CYOtherRevenueAmt |
| PY Total Revenue | $3,882,103 | PYTotalRevenueAmt |
| CY Total Revenue | $10,534,805 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,723,981 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,109,653 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,184,604 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,155,649 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $458,308 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,444,860 | PYOtherExpensesAmt |
| CY Other Expenses | $1,528,989 | CYOtherExpensesAmt |
| PY Total Expenses | $9,353,445 | PYTotalExpensesAmt |
| CY Total Expenses | $6,794,291 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,471,342 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,740,514 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $142,814,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,688,795 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,991,198 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,212,224 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $140,823,339 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $157,476,571 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission is to Raise and manage charitable donations to support nonprofit end of life care provider Trustbridge, Inc and its subsidiaries, who in 2023, provided compassionate care to 12,727 hospice patients and their families including 100% coverage for 280 patients without insurance who qualified for charity care. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,902,127 | ExpenseAmt |
| Grant | $1,509,369 | GrantAmt |
| Desc | CHARITABLE CARE: AS LOCAL, NOT FOR PROFIT HOSPICE WE ARE COMMITTED TO PROVIDING CARE FOR EVERYONE IN OUR COMMUNITY, INCLUDING THOSE WITHOUT INSURANCE OR THE ABILITY TO PAY. IN 2023, DONATIONS HELPED PROVIDE 6,301 DAYS OF CARE TO UNINSURED PATIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,256,560 | ExpenseAmt |
| Grant | $997,100 | GrantAmt |
| Desc | TRUSTBRIDGE FOUNDATION, INC. PROVIDES FUNDRAISING, INVESTMENT MANAGEMENT, AND OTHER SUPPORT SERVICES, TO TRUSTBRIDGE, INC., A RELATED TAX-EXEMPT ORGANIZATION, AND ITS SUBSIDIARIES, INCLUDING HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE OF BROWARD COUNTY, INC. AND HOSPICE BY THE SEA, INC. OUR FOUNDATION IS DEDICATED TO SUPPORTING THE SPECIALIZED PROGRAMS THAT TRUSTBRIDGE PROVIDES THAT ARE ABOVE AND BEYOND TRADITIONAL HOSPICE CARE, INCLUDING VETERANS PROGRAM, PHYSICIAN FELLOWSHIP PROGRAM AND EMPLOYEE TRAINING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,008,172 | ExpenseAmt |
| Grant | $800,000 | GrantAmt |
| Desc | EXTRAORDINARY COMFORT MEASURES: TRUSTBRIDGE IS ONE OF ONLY 3% OF HOSPICES NATIONWIDE THAT ADMIT PATIENTS INTO HOSPICE CARE WHO NEED TO CONTINUE TREATMENTS FOR THEIR COMFORT (CHEMOTHERAPY, RADIATION, INTRAVENOUS MEDICATIONS AND BLOOD TRANSFUSIONS). YOUR DONATIONS FUND THE COMFORT MEASURES SO THESE FAMILIES CAN BENEFIT FROM THE WORLD OF SUPPORT THAT HOSPICE OFFERS. 470 patients received extraordinary comfort measures in 2023. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $634,762 | $503,694 | MUSIC THERAPY: MUSIC CAN CREATE A PHYSICAL AND EMOTIONAL CONNECTION THAT RELIEVES PAIN, ANXIETY, DEPRESSION AND OTHER SYMPTOMS. WE OFFER ONE OF THE NATION'S LARGEST MUSIC THERAPY PROGRAMS, PROVIDING 5,784 MUSIC THERAPY VISITS IN 2023. |
| $377,421 | $299,490 | Grief Support: IN 2023, WE WERE ABLE TO HELP 1,992 ADULTS WITH INDIVIDUAL AND GROUP COUNSELING. WE SERVED 308 CHILDREN AND TEENS WITH INDIVIDUAL AND GROUP COUNSELING SESSIONS. IN ADDITION, 48 CHILDREN ATTENDED Bereavement Camp Programs: CAMP GOOD GRIEF, CAMP STINGRAY, AND CLUB SEAHORSE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,012,183 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $803,184 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,179,042 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BF | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deborah Johnson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5614946888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 EAST AVENUE | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33407 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Chris Callahan | ||||||||||
| Vice Chair | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Dari Bowman | ||||||||||
| Secretary | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Meredith Tucker | ||||||||||
| Treasurer | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Robert M Friedman CLU | ||||||||||
| Chairman | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Stuart B Klein | ||||||||||
| Vice Chair | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Adolfo Zaralegui | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Bishop Oshea Granger | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| F Malcolm Cunningham Jr | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey M Bishop | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jennifer Brancaccio | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Jessica Lerner | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin Dilallo | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Cook | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Patrick J Franklin | ||||||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Deborah Johnson | ||||||||||
| President TrustBridge Foundation | 50.0 | 0 | Yes (X) | $249,414 | $0 | $22,389 | ||||
| Gregory E Leach | ||||||||||
| VP Strategy Foundation | 50.0 | 0 | Yes (X) | $165,700 | $0 | $19,743 | ||||
| Mark R Huntley | ||||||||||
| CFO | 10.0 | 30.0 | Yes (X) | $0 | $450,862 | $38,087 | ||||
| Valerie A Vitale | ||||||||||
| Foundation Vice President | 40.0 | 0 | $185,317 | $0 | $12,240 | Yes (X) | ||||
| Allyson Harman | ||||||||||
| Director of Philanthropy | 40.0 | 0 | $104,195 | $0 | $5,269 | Yes (X) | ||||
| Cathy L Olsen | ||||||||||
| Sr. Director of Resale Operations | 40.0 | 0 | $104,605 | $0 | $3,175 | Yes (X) | ||||
| Pedro A Herrera | ||||||||||
| Former Officer | 0.0 | 40.0 | $0 | $249,960 | $12,975 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $809,232 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $700,822 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $113,878 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 390 Madison Avenue Floor 14 | New York | NY | 10017 | INVESTMENT MANAGEMENT SERVICES | $571,394 |
| Charles Schwab | |||||
| Flagler Center 501 S Flagler Drive | West Palm Beach | FL | 33401 | investment management services | $284,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $33,817 | FederatedCampaignsAmt |
| Fundraising | $440,156 | FundraisingAmt |
| All Other Contributions | $5,422,701 | AllOtherContributionsAmt |
| Noncash Contributions | $158,826 | NoncashContributionsAmt |
| Total Contributions | $5,896,674 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,188,897 | TotalRevenueColumnAmt |
| Exclusion | $4,188,897 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,669,152 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,775,623 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$106,471 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$106,471 | TotalRevenueColumnAmt |
| Exclusion | -$106,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $226,747 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $440,156 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $215,459 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,288 | TotalRevenueColumnAmt |
| Exclusion | $11,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,936,049 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,391,632 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $544,417 | TotalRevenueColumnAmt |
| Exclusion | $544,417 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,534,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,638,131 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,094,444 | TotalAmt |
| Program Services | $4,094,444 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,209 | TotalAmt |
| Program Services | $15,209 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,802 | TotalAmt |
| Program Services | $458,361 | ProgramServicesAmt |
| Fundraising | $196,441 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,560 | TotalAmt |
| Program Services | $226,493 | ProgramServicesAmt |
| Fundraising | $97,067 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,308 | TotalAmt |
| Program Services | $14,216 | ProgramServicesAmt |
| Fundraising | $6,092 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,097 | TotalAmt |
| Program Services | $65,868 | ProgramServicesAmt |
| Fundraising | $28,229 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,882 | TotalAmt |
| Program Services | $44,017 | ProgramServicesAmt |
| Fundraising | $18,865 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,115 | TotalAmt |
| Management And General | $36,115 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,604 | TotalAmt |
| Management And General | $29,604 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865,441 | TotalAmt |
| Management And General | $865,441 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,909 | TotalAmt |
| Program Services | $4,248 | ProgramServicesAmt |
| Management And General | $214,841 | ManagementAndGeneralAmt |
| Fundraising | $1,820 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,034 | TotalAmt |
| Program Services | $79,824 | ProgramServicesAmt |
| Fundraising | $34,210 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,284 | TotalAmt |
| Program Services | $68,099 | ProgramServicesAmt |
| Fundraising | $29,185 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,756 | TotalAmt |
| Program Services | $35,529 | ProgramServicesAmt |
| Fundraising | $15,227 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,200 | TotalAmt |
| Program Services | $21,840 | ProgramServicesAmt |
| Fundraising | $9,360 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,657 | TotalAmt |
| Program Services | $39,660 | ProgramServicesAmt |
| Fundraising | $16,997 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,500 | TotalAmt |
| Program Services | $3,150 | ProgramServicesAmt |
| Fundraising | $1,350 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,940 | TotalAmt |
| Management And General | $10,940 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Development Costs | Desc |
| Total | $11,549 | TotalAmt |
| Program Services | $8,084 | ProgramServicesAmt |
| Fundraising | $3,465 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,794,291 | TotalAmt |
| Program Services | $5,179,042 | ProgramServicesAmt |
| Management And General | $1,156,941 | ManagementAndGeneralAmt |
| Fundraising | $458,308 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,885,310 | BOYAmt |
| EOY | $2,585,422 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,321,842 | BOYAmt |
| EOY | $2,101,631 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,523 | BOYAmt |
| EOY | $33,200 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,943 | BOYAmt |
| EOY | $11,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $645,565 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $565,286 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,949 | BOYAmt |
| EOY | $80,279 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,062,730 | BOYAmt |
| EOY | $117,474,860 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,260,269 | BOYAmt |
| EOY | $22,435,390 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,687,971 | BOYAmt |
| EOY | $13,966,979 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,814,537 | BOYAmt |
| EOY | $158,688,795 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,693 | BOYAmt |
| EOY | $300,421 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,587 | BOYAmt |
| EOY | $31,100 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,606,918 | BOYAmt |
| EOY | $880,703 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,991,198 | BOYAmt |
| EOY | $1,212,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,998,056 | BOYAmt |
| EOY | $153,641,257 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,825,283 | BOYAmt |
| EOY | $3,835,314 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,823,339 | BOYAmt |
| EOY | $157,476,571 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,814,537 | BOYAmt |
| EOY | $158,688,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,740,514 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,867,865 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $44,853 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,611,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,430,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,168,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,692,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,896,674 | CurrentTaxYearAmt |
| Total | $29,800,070 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,611,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,430,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,168,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,692,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,896,674 | CurrentTaxYearAmt |
| Total | $29,800,070 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,209,842 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,590,228 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,956,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,493,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,043,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,330,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,188,897 | CurrentTaxYearAmt |
| Total | $18,012,273 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,835,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,376,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,824,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,791,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,162,796 | CurrentTaxYearAmt |
| Total | $8,991,219 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,803,562 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.4857 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5105 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 228449.0, COLUMN B - 166740.0, COLUMN C - 230064.0, COLUMN D - 176469.0, COLUMN E - 226747.0, COLUMN F - 1028469.0; DESCRIPTION - GROSS INCOME FROM SALE OF INVENTORY, COLUMN A - 1602722.0, COLUMN B - 1206154.0, COLUMN C - 1579226.0, COLUMN D - 1607769.0, COLUMN E - 1936049.0, COLUMN F - 7931920.0; DESCRIPTION - GAMING INCOME, COLUMN A - 4595.0, COLUMN B - 3750.0, COLUMN C - 15078.0, COLUMN D - 7407.0, COLUMN E - 0.0, COLUMN F - 30830.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,392,687 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $262,773 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $2,655,460 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,219,780 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$515,483 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $311,610 | OtherExpendituresAmt |
| End Year Balance | $2,392,687 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,196,762 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $311,610 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $288,592 | OtherExpendituresAmt |
| End Year Balance | $3,219,780 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,044,059 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $288,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $135,889 | OtherExpendituresAmt |
| End Year Balance | $3,196,762 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,676,291 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $367,768 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $3,044,059 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,085 | OtherCostOrOtherBasisAmt |
| Book Value | $9,085 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $441,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $436,628 | DepreciationAmt |
| Book Value | $4,881 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,146 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,512 | DepreciationAmt |
| Book Value | $66,313 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $80,279 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Alternative investments - Hedge Funds | $10,577,008 | F |
| Exchange Traded Funds | $7,723,344 | F |
| Alternative investments - Global Private Equities | $3,276,747 | F |
| Common Trust Funds | $858,291 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $22,435,390 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $13,598,348 |
| Right of Use Assets | $368,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,966,979 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $522,964 |
| Lease Liability | $357,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $880,703 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,189,173 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,867,865 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $44,853 | OtherRevenueAmt |
| Revenue Not Reported | $12,912,718 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,276,455 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $865,441 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,607,091 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$741,650 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,534,805 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,535,941 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,607,091 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,607,091 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,928,850 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $865,441 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $865,441 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,794,291 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The endowment funds are held by TrustBridge Foundation, Inc. and are intended to be used to support the programs and activities of Hospice of Palm Beach County, Inc., Hospice by the Sea and all related organizations. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | TrustBridge Foundation is exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. TrustBridge Foundation's Form 990 has not been subject to examination by the Internal Revenue Service or the State of Florida for the last three years. TrustBridge Foundation does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. TrustBridge Foundation recognizes interest and/or penalties related to income tax matters in income tax expense. TrustBridge Foundation did not have any amounts accrued for interest and penalties at December 31, 2023 and 2022. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST - 53975 CHANGE IN SPLIT INTEREST IN CHARITABLE GIFT ANNUITY - -9122 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Special Event Expenses - -215459 Resale Expenses - -1391632 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | SPECIAL EVENT EXPENSES - 215459 Resale Expenses - 1391632 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $13,853,755 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $13,853,755 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $13,853,755 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Medalist Golf | Event1Nm |
| Gross Receipts Event1 | $164,538 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $108,595 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $55,943 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $12,000 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $17,821 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $36,500 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,000 | OtherDirectExpensesEvent1Amt |
| Event2 | 5K on the Run | Event2Nm |
| Gross Receipts Event2 | $137,124 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $90,502 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $46,622 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $14 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $14,400 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $10,991 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $13,386 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $25,052 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $365,241 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $241,059 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $124,182 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $4,335 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $14,680 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $23,729 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,355 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $27,696 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $666,903 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $440,156 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $226,747 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $12,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $22,170 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $29,080 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $71,220 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $18,241 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,748 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $215,459 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,288 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| Hospice of Palm Beach County Inc | |||||||||
| 5300 East Avenue | West Palm Beach | FL | 33407 | 591825937 | 501(c)(3) | $2,571,744 | N/A | N/A | Program Support |
| Hospice by the Sea Inc | |||||||||
| 5300 East Avenue | West Palm Beach | FL | 33407 | 591952942 | 501(c)(3) | $1,168,509 | N/A | N/A | PROGRAM SUPPORT |
| TRUSTBRIDGE INC | |||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 203974015 | 501(C)(3) | $354,191 | N/A | N/A | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | HOUSEHOLD EXPENSE ASSISTANCE | GrantTypeTxt |
| Recipient | 22 | RecipientCnt |
| Cash Grant | $15,209 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The organization grants funds to related organizations that it supports. The CFO monitors the funds to ensure they are used for their intended purposes. THE ASSISTANCE PROVIDED TO INDIVIDUALS IS PROVIDED DIRECTLY TO THE COMPANY OR ORGANIZATION BY WHICH THE ASSISTANCE IS BEING PROVIDED. FOR EXAMPLE, ASSISTANCE PROVIDED TO AN INDIVIDUAL THAT IS INTENDED TO PAY THEIR ELECTRIC BILL WOULD BE PAID DIRECTLY TO THE ELECTRIC COMPANY TO ENSURE THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pedro A Herrera | ||||||||||||||
| Former Officer | $0 | $136,847 | $0 | $54,986 | $0 | $58,127 | $0 | $12,491 | $0 | $484 | $0 | $262,935 | $0 | $17,222 |
| Mark R Huntley | ||||||||||||||
| CFO | $0 | $288,358 | $0 | $104,212 | $0 | $58,292 | $0 | $15,525 | $0 | $22,562 | $0 | $488,949 | $0 | $16,295 |
| Deborah Johnson | ||||||||||||||
| President TrustBridge Foundation | $194,590 | $0 | $30,518 | $0 | $24,306 | $0 | $7,564 | $0 | $14,825 | $0 | $271,803 | $0 | $0 | $0 |
| Gregory E Leach | ||||||||||||||
| VP Strategy Foundation | $75,477 | $0 | $75,572 | $0 | $14,651 | $0 | $3,687 | $0 | $16,056 | $0 | $185,443 | $0 | $0 | $0 |
| Valerie A Vitale | ||||||||||||||
| Foundation Vice President | $152,746 | $0 | $31,937 | $0 | $634 | $0 | $5,585 | $0 | $6,655 | $0 | $197,557 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | FormAndLineReferenceDesc |
| Explanation | The following contributions were made during 2023 to a Section 457(f) plan: Pedro A. Herrera - $5,625 MARK R. HUNTLEY - $5,625 Deborah M. Johnson - $5,625 The following distributions were made during 2023 from a Section 457(f) plan: Pedro A. Herrera - $17,222 MARK R. HUNTLEY - $16,295 | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,936,049 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $158,826 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 634,762 including grants of $ 503,694) MUSIC THERAPY: MUSIC CAN CREATE A PHYSICAL AND EMOTIONAL CONNECTION THAT RELIEVES PAIN, ANXIETY, DEPRESSION AND OTHER SYMPTOMS. WE OFFER ONE OF THE NATION'S LARGEST MUSIC THERAPY PROGRAMS, PROVIDING 5,784 MUSIC THERAPY VISITS IN 2023. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 377,421 including grants of $ 299,490) Grief Support: IN 2023, WE WERE ABLE TO HELP 1,992 ADULTS WITH INDIVIDUAL AND GROUP COUNSELING. WE SERVED 308 CHILDREN AND TEENS WITH INDIVIDUAL AND GROUP COUNSELING SESSIONS. IN ADDITION, 48 CHILDREN ATTENDED Bereavement Camp Programs: CAMP GOOD GRIEF, CAMP STINGRAY, AND CLUB SEAHORSE. |
| Form 990, Part VI, Line 15b COMPENSATION PAID TO OTHER OFFICERS | THE compensation of the CFO IS DETERMINED BY THE CEO OF TRUSTBRIDGE, INC., A RELATED ORGANIZATION. THE CEO USES COMPARABILITY DATA AND AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE COMPENSATION. THE DECISION is DOCUMENTED IN the EMPLOYEE'S FILE. This process was last undertaken in April 2023. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | As stated in the governing documents, the Board of Directors shall have an executive committee that shall have and exercise all of the powers of the Board of Directors in the management of the Business and affairs of the Corporation. The board may designate one (1) or more directors as alternate members of any committee, who may replace any absent or disqualified member at any meeting of the committee. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The sole member of TrustBridge Foundation, Inc. (the organization) shall be TrustBridge, Inc. (sole member), a related tax-exempt organization. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | At the annual meeting of TrustBridge Foundation, Inc., its Directors shall elect, for the Board positions then open, to serve a three (3) year term from a slate of candidates nominated by the Directors. The Directors shall be elected to serve a three (3) year term, or until such Director submits his or her written resignation to the Chairperson of the Corporation. Any Director may be removed, with or without cause, by the sole member at the meeting of the sole member, or by the affirmative vote of two-thirds (2/3) of the Directors then in office. The sole member shall not have any form of equity or ownership interest in the organization or any right, title or interest in its assets at any time during the course of its active operation. All rights of the person or entity designated as Sole Member shall cease on the termination of the Sole Membership. Only the sole member shall be entitled to share in the distribution of corporate assets upon any dissolution of the organization. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | The sole member has the right to approve decisions of the board. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 is reviewed by the audit committee and the independent paid tax preparer will make a presentation to the BOARD MEMBERS regarding the Form 990. A complete copy of the final Form 990 is sent to all board members prior to filing the return with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The organization sends out the conflict of interest questionnaires to board members and officers annually. The responses to the questionnaires are monitored and collected by the CFO. Should a conflict exist the person with the conflict will abstain from voting on the issue in question. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE ORGANIZATION USES A COMPENSATION COMMITTEE, COMPARABILITY DATA, AN INDEPENDENT COMPENSATION CONSULTANT, AND APPROVAL BY TRUSTBRIDGE CEO TO DETERMINE THE COMPENSATION OF THE PRESIDENT. IN 2022 FOUNDATION PRESIDENT RETIRED AND A NEW PRESIDENT WAS ELECTED. THE COMPENSATION REVIEW OF THE NEW PRESIDENT TOOK PLACE IN April 2023 AND IS DOCUMENTED IN THE BOARD AND COMMITTEE MINUTES. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. |
| Form 990, Part VII, Section A Compensation paid to interested persons | Gregory Leach MR. LEACH SERVED AS THE PRESIDENT OF TRUSTBRIDGE FOUNDATION, INC. THROUGH SEPTEMBER 2022 AND SUBSEQUENTLY BEGAN SERVING AS VP STRATEGY FOR TRUSTBRIDGE FOUNDATION, INC. Other Compensation was for his employee health and retirement benefits which were under the same plans provided to all employees. DEBORAH JOHNSON MS. JOHNSON SERVES AS THE PRESIDENT OF TRUSTBRIDGE FOUNDATION, INC. BEGINNING IN AUGUST 2022. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. MARK R. HUNTLEY MR. HUNTLEY SERVES AS THE CFO FOR TRUSTBRIDGE, INC, TrustBridge FOUNDATION, INC., HOSPICE OF PALM BEACH COUNTY, HOSPICE OF BROWARD COUNTY, HOSPICE BY THE SEA, INC., FOCUS CARE HOME HEALTH, INC., HARBOR PALLIATIVE CARE SERVICES, INC., AND THE MEDICAL STORE. HIS TIME IS SHARED EQUALLY BY ALL ENTITIES. OTHER COMPENSATION IS FOR HIS EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. In addition the organization offers a 457f retirement plan for Management and officers. PEDRO A. HERRERA MR. HERRERA SERVED AS THE VP of Finance FOR TRUSTBRIDGE, INC. OTHER COMPENSATION IS FOR HIS EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. Allyson Harman Ms. Harman serves as the Director of Philanthropy for TrustBridge Foundation, Inc. Other Compensation is for her employee health and retirement benefits which are under the same plans provided to all employees. Cathy Olsen Ms. Olsen serves as the Sr. Director of resale Operations for TrustBridge Foundation, Inc. Other Compensation is for her employee health and retirement benefits which are under the same plans provided to all employees. Valerie Vitale Ms. Vitale serves as the Vice President for TrustBridge Foundation, Inc. Other Compensation is for her employee health and retirement benefits which are under the same plans provided to all employees. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST - 53975; CHANGE IN SPLIT INTEREST IN CHARITABLE GIFT ANNUITY - -9122; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOSPICE OF PALM BEACH COUNTY INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 591825937 | HOSPICE CARE | FL | 501(c)(3) | 10 | TRUSTBRIDGE INC | false |
| TRUSTBRIDGE INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 203974015 | MANAGEMENT | FL | 501(c)(3) | Type II | NA | false |
| THE MEDICAL STORE OF PALM BEACH COUNTY INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 202835810 | SUPPLIER | FL | 501(c)(3) | 10 | TRUSTBRIDGE INC | false |
| FOCUS CARE HOME HEALTH INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 263595560 | HOME HEALTH SERVICES | FL | 501(c)(3) | 10 | TRUSTBRIDGE INC | false |
| HARBOR PALLIATIVE CARE SERVICES INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 800674849 | PALLIATIVE SERVICES | FL | 501(c)(3) | 10 | TRUSTBRIDGE INC | false |
| Hospice by the Sea Inc | ||||||||||
| 5300 East Avenue | West Palm Beach | FL | 33407 | 591952942 | Hospice Care | FL | 501(c)(3) | 10 | TrustBridge Inc | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |