TAYLOR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TAYLOR FOUNDATION (EIN 54-0555235)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-02-01
- IRS object ID
- 202300329349100210
- Schema version
- 2021v4.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-01T15:04:04-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650754870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE OCEAN CAPITAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 PGA BOULEVARD SUITE 207 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540555235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAYL | BusinessNameControlTxt |
| Phone | 5616285458 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2264 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN KIRKPATRICK | PersonNm |
| Person Title | CHAIRMAN OF THE BRD | PersonTitleTxt |
| Phone | 5616285458 | PhoneNum |
| Signature | 2023-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | KIRKPATRICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETHANY EVANS | PreparerPersonNm |
| PTIN | P01484857 | PTIN |
| Phone | 5615089959 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,272,336 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,231 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $396,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,121,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $396,199 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $440,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $440,430 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,779 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,112 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,667 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,379 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,552 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,827 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $454 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $680 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,072 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,424 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $284,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $424,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,961 | CashBOYAmt |
| Cash EOY | $8,695 | CashEOYAmt |
| Cash EOYFMV | $8,695 | CashEOYFMVAmt |
| Corporate Stock BOY | $999,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,293,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,263,607 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $684 | OtherAssetsBOYAmt |
| Other Assets EOY | $34 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,018,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,302,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,272,336 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,199,583 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,199,583 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,181,309 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$896,951 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,018,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,302,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,018,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,302,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,018,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $284,358 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,302,632 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,302,632 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DOUBLELINE TOTAL RET | 2021-01-19 | 2021-04-15 | $5,014 | $5,086 | -$72 | -$72 |
| DOUBLELINE TOTAL RET | 2021-01-19 | 2021-11-18 | $40,000 | $40,957 | -$957 | -$957 |
| DOUBLELINE TOTAL RET | 2021-01-19 | 2021-11-30 | $24,976 | $25,525 | -$549 | -$549 |
| ISHARES RUSSELL 1000 GROWTH ETF | 2021-01-01 | 2021-01-05 | $112,783 | $79,822 | $32,961 | $32,961 |
| S&P DEPOSITARY RECEIPTS SERIES 1 | 2021-01-20 | 2021-11-18 | $114,537 | $93,376 | $21,161 | $21,161 |
| VANGUARD FTSE DEVELOPED MARETS ETF | 2021-01-19 | 2021-11-18 | $26,081 | $24,279 | $1,802 | $1,802 |
| VANGUARD INTM TERM CORP-ADM | 2021-01-20 | 2021-04-15 | $5,020 | $5,174 | -$154 | -$154 |
| VANGARD INTM TERM CORP-ADM | 2021-01-20 | 2021-11-18 | $37,000 | $38,402 | -$1,402 | -$1,402 |
| VANGARD INTM TERM CORP-ADM | 2021-01-20 | 2021-11-30 | $25,075 | $25,999 | -$924 | -$924 |
| VANGUARD REAL ESTATE ETF | 2020-06-24 | 2021-01-05 | $53,826 | $50,667 | $3,159 | $3,159 |
| JP MORGAN CHASE & CO 2.55% | 2018-10-10 | 2021-02-18 | $50,000 | $50,000 | $0 | $0 |
| S&P DEPOSITARY RECEIPTS SERIES 1 | 2012-01-30 | 2021-11-18 | $95,837 | $26,897 | $68,940 | $68,940 |
| TOTAL CAPITAL SA 4.25% | 2018-10-10 | 2021-12-15 | $50,000 | $50,000 | $0 | $0 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 2020-01-01 | 2021-01-05 | $101,072 | $91,184 | $9,888 | $9,888 |
| ISHARES RUSSELL 2000 ETF | 2020-01-01 | 2021-01-05 | $136,107 | $46,194 | $89,913 | $89,913 |
| S&P DEPOSITARY RECEIPTS SERIES 1 | 2010-07-26 | 2021-11-18 | $116,875 | $27,724 | $89,151 | $89,151 |
| SPDR S&P MIDCAP 400 ETF TRUST | 2020-01-01 | 2021-01-05 | $124,804 | $43,721 | $81,083 | $81,083 |
| CAPITAL GAINS DISTRIBUTIONS | 2020-01-01 | 2021-01-05 | $2,199 | $2,199 | $2,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $396,199 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,271 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,729 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,095 | OverpaymentAmt |
| Applied To ES Tax | $3,095 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | SUSAN K KIRKPATRICK | IndividualWithBooksNm |
| Phone | 5616285458 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 MURRAY ROAD | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33405 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HARRY TAYLOR | ||||||||
| 554 NELSON NECK ROAD | SEA LEVEL | NC | 28577 | TRUSTEE | 1.00 | $1,750 | $0 | $0 |
| SUSAN T KIRKPATRICK SUSAN T KIRKPAT | ||||||||
| 120 MURRAY ROAD | WEST PALM BEACH | FL | 33405 | CHAIRMAN OF THE BRD | 1.00 | $1,750 | $0 | $0 |
| BARBARA CREECH | ||||||||
| PO BOX 988 | ATLANTIC BEACH | NC | 28512 | TRUSTEE | 1.00 | $1,750 | $0 | $0 |
| GRADY FULCHER JR | ||||||||
| PO BOX 989 | ATLANTIC BEACH | NC | 28512 | SECRETARY | 1.00 | $1,750 | $0 | $0 |
| BRIAN KIRKPATRICK | ||||||||
| 729 KITTYHAWK WAY | WEST PALM BEACH | FL | 33408 | SECRETARY | 1.00 | $1,750 | $0 | $0 |
| WILLIAM CLARK TAYLOR | ||||||||
| 1234 MANCHESTER PL | NORFOLK | VA | 23518 | TRUSTEE | 1.00 | $1,750 | $0 | $0 |
| LAURA CREECH | ||||||||
| 13317 MACHIAVELLA WAY | PALM BEACH GARDENS | FL | 33418 | TRUSTEE | 1.00 | $1,750 | $0 | $0 |
| HARRY TAYLOR JR | ||||||||
| 116 SHELL HILL ROAD | SEA LEVEL | NC | 28577 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,175,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,243,171 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,243,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,209,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,905 | TotalTaxAmt |
| Distributable Before Adj | $104,571 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,571 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $138,424 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,032 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,758 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,105 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,099 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $118,994 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,853 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $152,847 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $23,032 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $129,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,758 | ExcessFromYear4Amt |
| Excess From Year3 | $1,105 | ExcessFromYear3Amt |
| Excess From Year2 | $17,099 | ExcessFromYear2Amt |
| Excess From Current Year | $33,853 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN T KIRKPATRICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 MURRAY ROAD | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616285458 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO FORMAL RESTRICTIONS OR LIMITATIONS ON AWARDS, BUT AS A MATTER OF LONGSTANDING POLICY, THE FOUNDATION GENERALLY LIMITS ITS GIFTS TO COMMUNITY AND GENERAL CHARITIES INCLUDING HOSPITALS, RELIGIOUS AND EDUCATIONAL ENTITIES LOCATED WITHIN VIRGINIA, NORTH CAROLINA, AND FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CORE SOUND WATERFOWL MUSEUM | |||||
| 1785 ISLAND RD | HARKERS ISLAND | NC | 28531 | COMMUNITY | $600 |
| MEALS ON WHEELS PALM BEACHES | |||||
| 333 SOUTHERN BLVD 400 | WEST PALM BEACH | FL | 33405 | COMMUNITY | $7,000 |
| HANLEY FOUNDATION | |||||
| 700 S DIXIE HWY STE 103 | WEST PALM BEACH | FL | 33401 | COMMUNITY | $2,000 |
| ST ANN CATHOLIC SCHOOL | |||||
| 324 N OLIVE AVE | WEST PALM BEACH | FL | 33401 | EDUCATIONAL | $2,000 |
| TRIPLE R RANCH | |||||
| 3531 BUNCH WALNUTS RD | CHESAPEAKE | VA | 23322 | COMMUNITY | $2,500 |
| TABERNACLE CHURCH OF NORFOLK | |||||
| 7000 GRANBY ST | NORFOLK | VA | 23505 | COMMUNITY | $10,000 |
| HOPE MISSION | |||||
| PO BOX 1438 | MOREHEAD CITY | NC | 28557 | COMMUNITY | $500 |
| CAMPBELL UNIVERSITY | |||||
| PO BOX 26 | BUIES CREEK | NC | 27506 | EDUCATIONAL | $1,000 |
| SAMARITAN'S PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | COMMUNITY | $2,000 |
| SEA LEVEL UNITED METHODIST CHURCH | |||||
| 422 NELSON NECK RD | SEALEVEL | NC | 28577 | COMMUNITY | $2,500 |
| HARKERS ISLAND FIRE & RESCUE INC | |||||
| PO BOX 273 | HARKERS ISLAND | NC | 28531 | COMMUNITY | $3,500 |
| SEA LEVEL UNITED METHODIST CHURCH | |||||
| 422 NELSON NECK RD | SEALEVEL | NC | 28577 | COMMUNITY | $500 |
| CARTERET COUNTY COMMUNITY COLLEGE | |||||
| 3505 ARHENDELL STREET | MOREHEAD CITY | NC | 28557 | EDUCATIONAL | $3,000 |
| EAST CARTERET HIGH SCHOOL | |||||
| 3263 US-70 | BEAUFORT | NC | 28516 | EDUCATIONAL | $7,000 |
| MOUNT OLIVE COLLEGE | |||||
| 634 HENDERSON ST | MT OLIVE | NC | 28365 | EDUCATIONAL | $4,500 |
| CYSTIC FIBROSIS FOUNDATION | |||||
| PO BOX 639 | WILSON | NC | 27894 | COMMUNITY | $2,500 |
| THE BRIDGE DOWNEAST | |||||
| 1344 ISLAND RD | HARKERS ISLAND | NC | 28531 | COMMUNITY | $3,500 |
| BROAD STREET CLINIC | |||||
| 534 N 35TH ST K | MOREHEAD CITY | NC | 28557 | COMMUNITY | $3,000 |
| EAST CATERET HIGH SCHOOL FOOD PANTRY | |||||
| 3263 HIGHWAY 70 EAST | BEAUFORT | NC | 28516 | COMMUNITY | $1,500 |
| CARTERET CNTY SCHOOL FOUNDATION | |||||
| 107 SAFRIT DR | BEAUFORT | NC | 28516 | EDUCATIONAL | $4,500 |
| ST CLARE CATHOLIC SCHOOL | |||||
| 821 PROSPERITY FARMS RD | NORTH PALM BEACH | FL | 33408 | EDUCATIONAL | $5,000 |
| CHILDREN'S HEALTHCARE CHARITY | |||||
| 3300 PGA BLVD 800 | PALM BEACH GARDENS | FL | 33410 | COMMUNITY | $17,000 |
| BIG DOG RANCH RESCUE | |||||
| 11390 JOG ROAD STE 101 | PALM BEACH GARDENS | FL | 33418 | COMMUNITY | $2,000 |
| STOP CHILDREN'S CANCER | |||||
| PO BOX 30161 | WEST PALM BEACH | FL | 33420 | COMMUNITY | $2,500 |
| CHAMPIONS FOR KIDS | |||||
| PO BOX 488 | FAYETTEVILLE | AR | 72701 | COMMUNITY | $2,500 |
| BOYS & GIRLS CLUB OF PB COUNTY | |||||
| 800 NORTHPOINT PKWY STE 204 | WEST PALM BEACH | FL | 33407 | COMMUNITY | $3,000 |
| PALM BEACH COUNTY FISHING FOUNDATION | |||||
| PO BOX 468 | WEST PALM BEACH | FL | 33402 | COMMUNITY | $2,500 |
| WEST PALM BEACH FISHING CLUB | |||||
| 201 5TH STREET | WEST PALM BEACH | FL | 33401 | COMMUNITY | $2,500 |
| CEDAR ISLAND UNITED METHODIST CHURCH | |||||
| 2943 CEDAR ISLAND RD | CEDAR ISLAND | NC | 28520 | COMMUNITY | $1,000 |
| SEA LEVEL MISSIONARY BAPTIST CHURCH | |||||
| 1096 HIGHWAY 70 | SEALEVEL | NC | 28577 | COMMUNITY | $1,000 |
| STACY FREE WILL BAPTIST CHURCH | |||||
| 1290 US-70 | STACY | NC | 28581 | COMMUNITY | $1,000 |
| ATLANTIC UNITED METHODIST CHURCH | |||||
| 105 4TH ST | OCEAN CITY | MD | 21842 | COMMUNITY | $1,000 |
| ATLANTIC MISSIONARY BAPTIST CHURCH | |||||
| 926 SEASHORE DRIVE | ATLANTIC | NC | 28511 | COMMUNITY | $1,000 |
| LIGHT HOUSE COMMUNITY CHURCH | |||||
| 3401 E 47TH ST S | WICHITA | KS | 67216 | COMMUNITY | $1,000 |
| FRIENDS OF SCOUTING DOWN EAST | |||||
| PO BOX 94 | SMYRNA | NC | 28579 | COMMUNITY | $1,500 |
| CARTERET CNTY SCHOOL FNDN FOR DOWNS | |||||
| 107 SAFRIT DR | BEAUFORT | NC | 28516 | COMMUNITY | $3,500 |
| STACY UNITED METHODIST CHURCH | |||||
| STACY LOOP RD | WILLINSTON | NC | 28589 | COMMUNITY | $1,000 |
| EAST DOWNS LIBRARY RETURNED FROM PRIOR YEAR | |||||
| 702 HWY 70 | BEAUFORT | NC | 28516 | COMMUNITY | -$600 |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | |||||
| 3100 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | COMMUNITY | $2,000 |
| COMMISSION MINISTERS NETWORK | |||||
| PO BOX 291002 | KERRVILLE | TX | 78029 | COMMUNITY | $500 |
| SEA LEVEL UNITED METHODIST CHURCH | |||||
| 422 NELSON NECK RD | SEALEVEL | NC | 28577 | COMMUNITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,231 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $396,199 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $440,430 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,430 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF VA DOES NOT WANT A COPY OF FORM 990-PF | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF TR | $264,475 | $1,187,400 |
| VANGUARD FTSE DEVELOPED MARKETS | $113,642 | $153,180 |
| VANGUARD FTSE EMERGING MKTS ETF | $125,197 | $148,380 |
| BLACKROCK LIQ FD TREASURY-IN | $9,179 | $9,179 |
| VANGUARD INTERMEDIATE-TERM CORPORATE FUND | $130,425 | $124,662 |
| DOUBLELINE TOTAL RETURN BOND FUND | $128,433 | $124,832 |
| VAGUARD HIGH-YIELD CORPORATE FUND | $175,000 | $175,000 |
| ISHARES CORE S&P MID-CAP ETF | $229,628 | $226,464 |
| ISHARES CORE S&P SMALL-CAP ETF | $117,924 | $114,510 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM OTHERS | $34 | $34 | $34 |
| PREPAID FEDERAL TAX | $650 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $209 | $84 | $125 |
| TAXES PAID | $2,030 | $0 | $0 |
| OFFICE | $190 | $76 | $114 |
| FOREIGN TAXES | $735 | $294 | $441 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $15,107 | $6,043 | $9,064 |
| CONTRACT SERVICES | $2,672 | $1,069 | $1,603 |