J M RUBIN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- J M RUBIN FOUNDATION INC (EIN 59-1958240)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-17
- IRS object ID
- 202301079349100420
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-17T11:07:16-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591958240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM RUBIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JMRU | BusinessNameControlTxt |
| Phone | 5618333309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY L HARRIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5618333309 | PhoneNum |
| Signature | 2023-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | HARRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S DONTEN | PreparerPersonNm |
| PTIN | P00021956 | PTIN |
| Phone | 5618329292 | 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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,506,622 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,865 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,865 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,403,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,403,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $807,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,638,570 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $807,006 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,800 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,217,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,213,239 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $613,457 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $373,414 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $240,043 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $47,894 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,947 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $23,947 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $311,747 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $187,307 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $124,440 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,427 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $948 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $152,352 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,296 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,056 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,605 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,299 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,076 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $138,485 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $58,164 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $80,321 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,576 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9,959 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,617 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,272 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $914 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $358 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,653 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,103 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,550 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,365,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $840,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $493,280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,068,937 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,068,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,434,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $840,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,562,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,217,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,372,409 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,958,875 | CashBOYAmt |
| Cash EOY | $4,892,399 | CashEOYAmt |
| Cash EOYFMV | $4,892,399 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $20,403 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,535 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,535 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $118,706 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $520,874 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $520,638 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,644,066 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,069,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,284,330 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,725,446 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,768,113 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,551,224 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $125,968 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $112,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,649 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $258,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $174,882 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $92,066 | LandBOYAmt |
| Land EOY | $83,847 | LandEOYAmt |
| Land EOYFMV | $83,847 | LandEOYFMVAmt |
| Other Assets BOY | $18,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $75,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,703,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,486,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,506,622 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,703,530 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,486,140 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,703,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,486,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,703,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,486,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,703,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,217,390 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,486,140 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,486,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $6,638,570 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,831,564 | CostOrOtherBasisAmt |
| Gain Or Loss | $807,006 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $807,006 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $807,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,076 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,076 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,076 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,838 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $57,838 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $38,762 | OverpaymentAmt |
| Applied To ES Tax | $5,000 | AppliedToESTaxAmt |
| Refund | $33,762 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY S HARPER | IndividualWithBooksNm |
| Phone | 5618333309 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DR STE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334016163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY S HARPER | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | PRESIDENT | 40.00 | $333,425 | $116,117 | $0 |
| KIMBERLY L HARRIS | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | VP/TREASURER | 40.00 | $147,032 | $110,660 | $0 |
| LAUREL T BAKER | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $42,000 | $8,900 | $0 |
| EDWARD R GRIFFIN | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $42,000 | $12,908 | $0 |
| BARBARA S NOBLE | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $49,000 | $18,312 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DR SUITE 700E | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $149,707 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $63,049,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,159,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $182,223 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,391,117 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,391,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,070,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,320,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,516,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,516,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,076 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,076 | TotalTaxAmt |
| Distributable Before Adj | $3,496,937 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,800 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,500,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,500,737 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,562,217 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,562,217 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,500,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,450,374 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,562,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,450,374 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,388,894 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIMBERLY L HARRIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5618333309 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE ONLINE AT WWW.JMRF.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIP APPLICANTS MUST BE U.S. CITIZENS WHO ARE BONA FIDE RESIDENTS OF PALM BEACH COUNTY, FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 211 PALM BEACHTREASURE COAST | |||||||
| PO BOX 3588 | LANTANA | FL | 33465 | PC | SUPPORT | $7,000 | |
| ADOPT-A FAMILY OF THE PALM BEACHES INC | |||||||
| 1712 SECOND AVE NORTH | LAKE WORTH | FL | 334603210 | PC | SUPPORT | $75,000 | |
| AID TO VICTIMS OF DOMESTIC ABUSE | |||||||
| PO BOX 6161 | DELRAY BEACH | FL | 33482 | PC | SUPPORT | $5,000 | |
| ALS ASSOCIATION | |||||||
| 3242 PARKSIDE CENTER CIRCLE | TAMPA | FL | 33619 | PC | SUPPORT | $2,000 | |
| ALZHEIMER'S COMMUNITY CARE ASSOCIATION | |||||||
| 800 NORTHPOINT PARKWAY SUITE 101-B | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $30,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 2300 CENTREPARK WEST DRIVE | WEST PALM BEACH | FL | 33409 | PC | SUPPORT | $15,000 | |
| ARC PALM BEACH COUNTY | |||||||
| 1201 AUSTRALIAN AVE | RIVIERA BEACH | FL | 33404 | PC | SUPPORT | $50,000 | |
| BEST FOOT FORWARD | |||||||
| 9045 LA FONTANA BLVD STE 111 | BOCA RATON | FL | 33434 | PC | SUPPORT | $5,000 | |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 334021946 | PC | SUPPORT | $10,500 | |
| CANCER ALLIANCE | |||||||
| 350 SOUTH COUNTY ROAD | PALM BEACH | FL | 33480 | PC | SUPPORT | $2,000 | |
| CARNEGIE MELLON UNIVERSITY | |||||||
| WARNER HALL ENROLLMENT SERVICES | PITTSBURGH | PA | 15213 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $18,750 | A-19 |
| CARP | |||||||
| 1626 OLD OKEECHOBEE RD | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $10,000 | |
| CENTER FOR CHILD COUNSELING | |||||||
| 8895 N MILITARY TRAIL STE 300C | PALM BEACH GARDENS | FL | 33410 | PC | SUPPORT | $750 | |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 425 24TH STREET | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $15,000 | |
| COLUMBIA UNIVERSITY | |||||||
| OFFICE OF SCHOLARSHIPS 100 HAMILTON | NEW YORK | NY | 10027 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $29,480 | HALL 1130 AMSTERDAM AVE |
| CYSTIC FIBROSIS FOUNDATION PALM BEACH | |||||||
| 700 SOUTH DIXIE HWY SUITE 100 | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $15,000 | |
| DARTMOUTH COLLEGE | |||||||
| 6024 MCNUTT HALL | HANOVER | NH | 037553541 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $25,138 | |
| EMBRY RIDDLE AERONAUTICAL UNIVERSITY | |||||||
| 600 SOUTH CLYDE MORRIS BLVD | DAYTONA BEACH | FL | 32114 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $5,400 | |
| EQUINE ASSISTED THERAPIES OF SOUTH FL | |||||||
| PO BOX 273542 | BOCA RATON | FL | 33427 | PC | SUPPORT | $2,000 | |
| FAU FOUNDATION INC | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 334319957 | PC | SUPPORT | $100,000 | |
| FLORIDA ATLANTIC UNIVERSITY | |||||||
| PO BOX 3091 | BOCA RATON | FL | 33431 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,100 | |
| FLORIDA COLLEGE | |||||||
| OFFICE OF FINANCIAL AID 119 N GLEN | TEMPLE TERRACE | FL | 33167 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $21,600 | ARVEN AVENUE |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||
| OFFICE OF SCHOLARSHIPS 11200 SW 8TH | MIAMI | FL | 33199 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | ST PC 138 |
| FLORIDA SHERIFFS YOUTH RANCHES INC | |||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | PC | SUPPORT | $75,000 | |
| FLORIDA STATE UNIVERSITY | |||||||
| SCHOLARSHIP OFFICE ROOM 2417 | TALLAHASSEE | FL | 323061023 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $143,600 | UNIVERSITY CENTER |
| FLORIDA TAXWATCH | |||||||
| 106 NORTH BRONOUGH STREET | TALLAHASSEE | FL | 32301 | PC | SUPPORT | $65,000 | |
| FORUM CLUB OF THE PALM BEACHES | |||||||
| PO BOX 14877 | NORTH PALM BEACH | FL | 33408 | PC | SUPPORT | $17,500 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| OFFICE OF STUDENT FINANCIAL AID | ASHBURN | VA | 20147 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | 45155 RESEARCH PLACE SUITE 340 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| OFFICE OF STUDENT FINANCIAL AID | ATLANTA | GA | 303320460 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $24,000 | SCHOLARSHIP COORDINATOR |
| GIRL SCOUTS OF SOUTHEAST FLORIDA | |||||||
| 1224 WEST INDIANTOWN ROAD | JUPITER | FL | 33458 | PC | SUPPORT | $7,500 | |
| GULFSTREAM COUNCIL BSA | |||||||
| 8335 NORTH MILITARY TRAIL | PALM BEACH GARDENS | FL | 334106329 | PC | SUPPORT | $75,000 | |
| HARVARD UNIVERSITY | |||||||
| 801 SMITH CAMPUS CENTER 1350 | CAMBRIDGE | MA | 02138 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $3,500 | MASSACHUSETTS AVE |
| HISTOTICAL SOCIETY OF PALM BEACH COUNTY | |||||||
| 300 NORTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $33,250 | |
| JACK THE BIKE MAN | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 334164708 | PC | SUPPORT | $25,000 | |
| JOHN HOPKINS UNIVERSITY | |||||||
| STUDENT FINL SVCS 146 GARLAND HALL | BALTIMORE | MD | 21218 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $5,300 | |
| JULLIARD SCHOOL | |||||||
| OFFICE OF FIN AID 60 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $8,000 | PLAZA |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | PC | SUPPORT | $50,000 | |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BOULVEVARD | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $76,000 | |
| LIBERTY UNIVERSITY | |||||||
| STUDENT ACCTS OFFICE PO BOX 10425 | LYNCHBURG | VA | 24506 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,200 | |
| LIGHTHOUSE FOR THE BLIND | |||||||
| 1710 TIFFANY DRIVE EAST | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $4,500 | |
| MAKE A WISH FOUNDATION | |||||||
| 4491 S STATE ROAD 7 SUITE 201 | FT LAUDERDALE | FL | 33314 | PC | SUPPORT | $15,000 | |
| MAX PLANCK FLORIDA FOUNDATION INC | |||||||
| ONE MAX PLANCK WAY | JUPITER | FL | 33458 | PC | SUPPORT | $26,000 | |
| MEALS ON WHEELS | |||||||
| 1003 ALLENDALE ROAD | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $2,000 | |
| NAMI PALM BEACH COUNTY INC | |||||||
| 5205 GREENWOOD AVENUE STE 110 | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $30,000 | |
| NORTHEASTERN UNIVERSITY | |||||||
| OFFICE OF STUDENT FINL SVCS 354 | BOSTON | MA | 02115 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | RICHARDS HALL |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| OFFICE OF THE UNIVERSITY REGISTRAR | FORT LAUDERDALE | FL | 333147796 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $10,400 | 3301 COLLEGE AVENUE |
| OPPORTUNITY INC | |||||||
| 1713 QUAIL DRIVE | WEST PALM BEACH | FL | 33409 | PC | SUPPORT | $55,000 | |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334164708 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $127,330 | |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334164708 | PC | SUPPORT | $77,500 | |
| PALM BEACH STATE COLLEGE | |||||||
| FINANCIAL AID OFFICE 4200 CONGRESS | LAKE WORTH | FL | 33461 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $8,200 | AVENUE |
| PLACE OF HOPE | |||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | PC | SUPPORT | $53,000 | |
| QUANTUM HOUSE | |||||||
| 987 45TH STREET | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $105,000 | |
| REHAB CENTER FOR CHILDREN & ADULTS INC | |||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | PC | SUPPORT | $105,000 | |
| RICHARD DAVID KANN MELANOMA FOUNDATION | |||||||
| 2571 S DIXIE HIGHWAY - SUITE 2A | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $5,000 | |
| RINGLING SCHOOL OF ART AND DESIGN | |||||||
| BURSARS OFFICE 2700 NORTH TAMIAMI | SARASOTA | FL | 342345895 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $33,000 | TRAIL |
| ROSARIAN ACADEMY | |||||||
| 807 NORTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334013799 | PC | SUPPORT | $75,000 | |
| ROSE HULMAN INSTITUTE OF TECHNOLOGY | |||||||
| OFFICE OF FINANCIAL AID HADLE HALL | TERRE HAUTE | IN | 47803 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | 104 5500 WABASH AVENUE |
| SAMFORD UNIVERSITY | |||||||
| ATTN UNDERGRAD FIN AID OFFICE 800 | BIRMINGHAM | AL | 35229 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | LAKESHORE DRIVE |
| SAVANNAH COLLEGE OF ART AND DESIGN | |||||||
| FINANCIAL AID BURSARS OFFICE PROPES | SAVANNAH | GA | 31401 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $12,000 | HALL |
| SOUTHEASTERN GUIDE DOGS INC | |||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | PC | SUPPORT | $4,500 | |
| SOUTHEASTERN UNIVERSITY | |||||||
| FINANCIAL AID DEPT 1000 LONGFELLOW | LAKELAND | FL | 33801 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $34,000 | BLVD |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| OFFICE OF FIN AID AND SCHOLARSHIPS | DALLAS | TX | 752750181 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | PO BOX 750181 |
| ST CLARE SCHOOL | |||||||
| 821 PROSPERITY FARMS ROAD | NORTH PALM BEACH | FL | 33408 | PC | SUPPORT | $15,000 | |
| ST THOMAS MORE CATHOLIC CHURCH | |||||||
| 10935 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | PC | SUPPORT | $5,500 | |
| THE INTERNATIONAL SOCIETY OF PALM BEACH | |||||||
| 44 COCOANUT ROW M-207C | PALM BEACH | FL | 33480 | PC | SUPPORT | $25,000 | |
| THE LORD'S PLACE | |||||||
| 2808 N AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $100,000 | |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | SUPPORT | $55,500 | |
| TULANE UNIVERSITY | |||||||
| OFFICE OF FINANCIAL AID 205 SCIENCE | NEW ORLEANS | LA | 70118 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | ENGINEERING LAB COMPLEX |
| UNIV OF MIAMI BASCOM PALMER EYE INSTITUTE | |||||||
| 7101 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | PC | SUPPORT | $1,000 | |
| UNIVERSITY OF ALABAMA | |||||||
| STUDENT ACCT SERVICES 105 STUDENT | TUSCALOOSA | AL | 35487 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $15,200 | SVCS BLDG BOX 870120 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| FINANCIAL AID OFFICE PO BOX 160113 | ORLANDO | FL | 328160113 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $108,600 | |
| UNIVERSITY OF CHICAGO | |||||||
| OFFICE OF COLLEGE AID 1115 EAST | CHICAGO | IL | 60637 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | 58TH STREET |
| UNIVERSITY OF FLORIDA | |||||||
| OFFICE OF STUDENT FINL AFFAIRS P O | GAINESVILLE | FL | 326114025 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $239,400 | BOX 114025 |
| UNIVERSITY OF MIAMI | |||||||
| STUDENT ACCOUNT SERVICES PO BOX | CORAL GABLES | FL | 33124 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $75,000 | 249115 |
| UNIVERSITY OF MICHIGAN | |||||||
| SCHOLARSHIP UNIT 2500 STUDENT | ANN ARBOR | MI | 48109 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $26,089 | ACTIVITIES BLDG 515 E JEFFERSON ST |
| UNIVERSITY OF NORTH FLORIDA | |||||||
| FINANCIAL AID OFFICE 4567 ST JOHNS | JACKSONVILLE | FL | 322242645 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $12,100 | BLUFF ROAD SOUTH |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 140 FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 191046270 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | STREET |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| PO BOX 864571 | ORLANDO | FL | 32886 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $36,200 | |
| URBAN YOUTH IMPACT | |||||||
| PO BOX 222592 | WEST PALM BEACH | FL | 33422 | PC | SUPPORT | $100,000 | |
| VITA NOVA | |||||||
| 3111 S DIXIE HWY STE 243 | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $15,000 | |
| WASHINGTON UNIVERSITY | |||||||
| STUDENT FINANCIAL SERVICES CAMPUS | ST LOUIS | MO | 631304899 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | BOX 1041 ONE BROOKINGS DR |
| WEST PALM BEACH POLICE FOUNDATION | |||||||
| PO BOX 851 | WEST PALM BEACH | FL | 33402 | PC | SUPPORT | $20,000 | |
| WESTERN ACADEMY CHARTER SCHOOL | |||||||
| 650 ROYAL PALM BEACH BOULEVARD | ROYAL PALM BEACH | FL | 33411 | PC | SUPPORT | $53,000 | |
| YESHIVA HIGH SCHOOL | |||||||
| 7902 MONTOYA CIRCLE | BOCA RATON | FL | 33433 | PC | SUPPORT | $5,000 | |
| YMCA | |||||||
| 2085 S CONGRESS AVENUE | WEST PALM BEACH | FL | 33406 | PC | SUPPORT | $15,000 | |
| DREYFOOS SCHOOL OF THE ARTS FOUNDATION | |||||||
| 501 S SAPODILLA AVE | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $1,500 | |
| GULFSTREAM GOODWILL INDUSTRIES | |||||||
| 1715 TIFFANY DRIVE | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $2,500 | |
| YWCA PALM BEACH COUNTY | |||||||
| 1016 N DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $10,000 | |
| UNIVERSITY OF DENVER | |||||||
| FINANCIAL AID UNIVERSITY HALL ROOM | DENVER | CO | 80210 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | 255 2197 S UNIVERSITY BLVD |
| RICE UNIVERSITY | |||||||
| OFFICE OF FINANCIAL AID MS-12 P O | HOUSTON | TX | 772511892 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $4,500 | BOX 1892 |
| BELMONT UNIVERSITY | |||||||
| STUDENT FINANCIAL SERVICES 1900 | NASHVILLE | TN | 37212 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | BELMONT BLVD |
| BOSTON UNIVERSITY | |||||||
| STUDENT ACCOUNTING SERVICES 25 | BOSTON | MA | 02215 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $13,276 | BUICK STREET SUITE 130 |
| DUKE UNIVERSITY | |||||||
| 114 S BUCHANAN BLVD BAY 8 ROOM | DURHAM | NC | 277080759 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,474 | B-103 BOX 90759 |
| JOHN HOPKINS UNIVERSITY PEABODY CONSERVATORY | |||||||
| GARLAND HALL B33 3400 N CHARLES | BALTIMORE | MD | 21218 | PC | SUPPORT | $17,000 | STREET |
| LOUISIANA STATE UNIVERSITY | |||||||
| BURSAR OPERATIONS 125 THOMAS BOYD | BATON ROUGE | LA | 70803 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $15,100 | HALL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,068,937 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,865 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,403,368 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $807,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,217,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,217,039 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,375 | Amt |
| Net Investment Income | $1,427 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $948 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,768,113 | EOYBookValueAmt |
| EOYFMV | $2,551,224 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $32,069,115 | EOYBookValueAmt |
| EOYFMV | $62,284,330 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $520,874 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $520,638 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ASSET BACKED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $112,257 | BookValueAmt |
| EOYFMV | $77,649 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKS OF ART | Desc |
| BOY Book Value | $18,000 | BOYBookValueAmt |
| EOY Book Value | $18,000 | EOYBookValueAmt |
| EOYFMV | $75,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $200 | $0 | $200 |
| DUES AND SUBSCRIPTIONS | $3,622 | $2,176 | $1,446 |
| EQUIPMENT RENTAL/REPAIR | $4,806 | $2,888 | $1,918 |
| LIABILITY INSURANCE | $9,962 | $5,985 | $3,977 |
| LICENSES, TAXES AND FEES | $188 | $113 | $75 |
| OFFICE SUPPLIES & EXPENSE | $9,806 | $5,892 | $3,914 |
| POSTAGE AND DELIVERY | $1,199 | $720 | $479 |
| TELEPHONE | $7,021 | $4,218 | $2,803 |
| SEMINARS | $684 | $411 | $273 |
| WORKERS COMP INSURANCE | $1,165 | $700 | $465 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RECOVERIES | Desc |
| Revenue And Expenses Per Books | $3,800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,800 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $149,707 | $149,707 | $0 |
| PENSION FEES | $2,645 | $1,589 | $1,056 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $20,306 | $0 | $0 |
| FOREIGN TAXES | $11,299 | $11,299 | $0 |