BERNARD A EGAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD A EGAN FOUNDATION INC (EIN 65-0501660)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-17
- IRS object ID
- 202321079349101132
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-17T22:15:32-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650501660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD A EGAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GREG NELSON | InCareOfNm |
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 7724657555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 OLD DIXIE HIGHWAY | AddressLine1Txt |
| City | FORT PIERCE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34946 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG NELSON | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7724657555 | PhoneNum |
| Signature | 2023-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREG | PersonFirstNm |
| Person Last | NELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $136,059,736 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,693,733 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,693,733 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,296,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,296,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,268,102 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,727,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,308,259 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $931,766 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $931,765 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,190,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,230,197 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $34,046 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,023 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,023 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $399,897 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $351,909 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,988 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $164,192 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,592 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $438,592 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $438,531 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,036,727 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $811,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,079,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,079,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,116,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $811,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,144,708 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,419,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,959,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,947,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,947,759 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $11,752,017 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $4,271,309 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $11,752,017 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $11,752,017 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $44,889,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,192,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,457,756 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,983,828 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,303,875 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,004,336 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,778,355 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $568,215 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,778,355 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,778,355 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $19,338,896 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,929,444 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,106,579 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $59,054 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,934 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,934 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $114,070,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,916,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,059,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $114,070,751 | RetainedEarningBOYAmt |
| Retained Earning EOY | $114,916,843 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,070,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,916,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,070,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,916,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,070,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,739 | ExcessRevenueOverExpensesAmt |
| Other Increases | $772,353 | OtherIncreasesAmt |
| Subtotal | $114,916,843 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $114,916,843 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| K-1 PASSTHROUGH ST CAPITAL GAIN | $3,889 | $3,889 | $3,889 | ||
| K-1 PASSTHROUGH LT CAPITAL GAIN | $1,854,144 | $1,854,144 | $1,854,144 | ||
| MERRILL LYNCH #7088 | $4,002,167 | $387,503 | $387,503 | P | $3,614,664 |
| MERRILL LYNCH #7088 | $7,298,640 | $1,127,836 | $1,127,836 | P | $6,170,804 |
| TRUIST | $18,396,206 | $762,087 | $762,087 | P | $17,634,119 |
| CAPITAL GAIN DIVIDENDS | $172,800 | P | |||
| CAPITAL GAIN DIVIDENDS | $172,800 | P | |||
| CAPITAL GAIN DIVIDENDS | $172,800 | P | |||
| CAPITAL GAIN DIVIDENDS | $172,800 | P | |||
| CAPITAL GAIN DIVIDENDS | $172,800 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,308,259 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $103,126 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $103,126 | SubtotalAmt |
| Tax Based On Investment Income | $103,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $128,222 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $148,222 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $60 | EsPenaltyAmt |
| Overpayment | $45,036 | OverpaymentAmt |
| Applied To ES Tax | $45,036 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG NELSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7724657555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 OLD DIXIE HIGHWAY | AddressLine1Txt |
| City | FORT PIERCE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | Yes (true) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| BERNADETTE M EMERICK | ||||||||
| 465 12TH SE PLACE | VERO BEACH | FL | 32962 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| JEAN JACQUES GILET | ||||||||
| 4872 S HARBOR DRIVE | VERO BEACH | FL | 32967 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| GREGORY P NELSON | ||||||||
| 1806 OCEAN DRIVE | VERO BEACH | FL | 32963 | SECRETARY/TREASURER | 4.0 | $0 | $0 | $0 |
| MARY R SHINN | ||||||||
| 2570 SUNNY SLOPES DRIVE | PARK CITY | UT | 84060 | ASSISTANT SECRETARY | 2.0 | $0 | $0 | $0 |
| CATHERINE M ROHM | ||||||||
| 2627 N INDIAN RIVER DRIVE | FORT PIERCE | FL | 34946 | ASSISTANT TREASURER | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRUIST | |||||
| 214 N TRYON STREET | CHARLOTTE | NC | 28202 | INVESTMENT MGMT. | $361,472 |
| BERNARD EGAN & COMPANY | |||||
| 1900 OLD DIXIE HIGHWAY | FORT PIERCE | FL | 34946 | ADMIN SERVICES | $399,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $123,237,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,791,952 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,656,359 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $149,686,161 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $149,686,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,245,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $147,440,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,372,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,372,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $103,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $103,126 | TotalTaxAmt |
| Distributable Before Adj | $7,268,917 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,268,917 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,268,917 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,144,708 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,144,708 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,268,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,863,214 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,144,708 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,863,214 | AppliedToYear1Amt |
| Applied To Current Year | $281,494 | 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 |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $6,987,423 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (163 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| A Caring Center for Women | ||||||||
| 1986 31st Ave | Suite 100 | Vero Beach | FL | 32960 | N/A | PC | Fundraiser, General Support | $26,500 |
| A E Bean Backus Museum and Gallery | ||||||||
| 500 N Indian River Dr | Fort Pierce | FL | 34950 | N/A | PC | For 4th Grade Education Program and School Partner | $5,000 | |
| Adorer Missionary Sisters of the Poor | ||||||||
| PO Box 19895 | West Palm Beach | FL | 33416 | N/A | PC | Orphanage Operations, Tanzania Children's education, Chapel | $200,000 | |
| Alzheimers & Parkinson Association of Indian River | ||||||||
| 2300 5th Ave | Suite 150 | Vero Beach | FL | 32960 | N/A | PC | Caregiver funding - Parkinson's Disease | $9,000 |
| Alzheimers Community Care | ||||||||
| 800 Northpoint Parkway | Ste 101-B | W Palm Beach | FL | 33407 | N/A | PC | St. Peter Lutheran Church Facility in Ft. Pierce | $9,000 |
| American Cancer Society | ||||||||
| PO Box 17127 | Tampa | FL | 33682 | N/A | PC | Sponsorship | $35,000 | |
| American Cancer Society | ||||||||
| 3375 20th St 100 | Vero Beach | FL | 32960 | N/A | PC | Relay for Life | $9,000 | |
| American Heart Association | ||||||||
| 11207 Blue Heron Blvd N | St Petersburg | FL | 337163721 | N/A | PC | CPR education in Treasure Coast Area | $50,000 | |
| American Red Cross | ||||||||
| 1250 Northpoint Pkwy | W Palm Beach | FL | 33407 | N/A | PC | Disaster Relief | $70,000 | |
| Apostoli Vitae | ||||||||
| PO Box 346 | Port Salerno | FL | 34992 | N/A | PC | Sacred Windows | $2,500 | |
| Arbor Day Foundation | ||||||||
| 211 N 12th St | Lincoln | NE | 68508 | N/A | PC | General Support | $200 | |
| Big Brother Big Sister St Lucie Indian River | ||||||||
| 108 N Depot Dr | Ft Pierce | FL | 34950 | N/A | PC | General Support | $4,500 | |
| Boys and Girls Club of IRC | ||||||||
| 1729 17th Ave | Vero Beach | FL | 32960 | N/A | PC | General Support | $15,000 | |
| Boys and Girls Club of SLC | ||||||||
| 3104 Avenue J | Fort Pierce | FL | 34947 | N/A | PC | General Support | $15,000 | |
| Brotherhood of Hope | ||||||||
| 2302 Mission Rd | Tallahassee | FL | 32304 | N/A | PC | General Support | $500 | |
| Bureau of Catholic Indian Missions | ||||||||
| 2021 H Street NW | Washington | DC | 20006 | N/A | PC | American Indian Education & Assistance | $90,000 | |
| Camp Haven Inc | ||||||||
| 3256 US Hwy 1 | Vero Beach | FL | 32960 | N/A | PC | Sponsorship | $20,000 | |
| Camp Hobe Incorporated | ||||||||
| PO Box 520755 | Salt Lake City | UT | 841520755 | N/A | PC | General Support | $25,000 | |
| Capital Research Center | ||||||||
| PO Box 98239 | Washington | DC | 200777478 | N/A | PC | General Support | $50,000 | |
| Catholic Charities USA | ||||||||
| PO Box 17066 | Baltimore | MD | 212971066 | N/A | PC | USA relief services | $16,000 | |
| Catholic Communication Campaign | ||||||||
| PO Box 96278 | Washington | DC | 200906278 | N/A | PC | General Support | $4,000 | |
| Catholic Extension | ||||||||
| 150 S Wacker Dr | 2000 | Chicago | IL | 60606 | N/A | PC | General Support | $10,000 |
| Catholic Men for Jesus Christ of Florida | ||||||||
| 1605 Majorca Place | Vero Beach | FL | 32967 | N/A | PC | Annual Event | $6,000 | |
| Citrus Hall of Fame of Florida Inc | ||||||||
| PO Box 1576 | Bartow | FL | 338311576 | N/A | PC | Educational outreach | $2,450 | |
| Cleveland Clinic Indian River Foundation | ||||||||
| 1000 36th Street | Vero Beach | FL | 32960 | N/A | PC | Pay it Forward Program | $350,000 | |
| Colorado State University Foundation | ||||||||
| 1101 Campus Delivery | Fort Collins | CO | 805231101 | N/A | PC | Michael J. Egan Memorial Scholarship Endowment Support | $10,000 | |
| Community Foundation of Martin St Lucie | ||||||||
| 4075 Virginia Ave | Fort Pierce | FL | 34981 | N/A | PC | Lighthouse Fund, Scholarship Fund | $17,500 | |
| Crossover Mission Vero | ||||||||
| 4425 US Hwy 1 | Vero Beach | FL | 32967 | N/A | PC | General Support | $2,500 | |
| Dasie Bridgewater Hope Center Inc | ||||||||
| 8445 64th Ave | Wabasso | FL | 32970 | N/A | PC | Youth Mentoring | $3,500 | |
| Diocese of Palm Beach | ||||||||
| P O Box 109650 | Palm Beach Gardens | FL | 334109650 | N/A | PC | Catholic charities | $8,000 | |
| Divine Mercy Communications Inc | ||||||||
| 2020 Eau Gallie Blvd | 103 | Melbourne | FL | 32935 | N/A | PC | Catholic Radio | $12,000 |
| Early Learning Coalition of Indian River Martin a | ||||||||
| 10 SE Central Pkwy | 200 | Stuart | FL | 34994 | N/A | PC | General Support | $8,000 |
| EdChoice | ||||||||
| 111 Monument Cir | 2650 | Indianapolis | IN | 46204 | N/A | PC | General Support | $500 |
| Environmental Learning Center | ||||||||
| 255 Live Oak Drive | Vero Beach | FL | 32963 | N/A | PC | General Support | $1,000 | |
| Equestrian Order of the Holy Sepulchre of Jerusale | ||||||||
| 2955 Ridgelake Dr | 205 | Metairie | LA | 70002 | N/A | PC | Aid & Assistance to Christians in Holy Land | $7,000 |
| Exchange Club of Indian River Foundation Inc | ||||||||
| PO Box 93 | Vero Beach | FL | 329610093 | N/A | PC | Prevention of Child Abuse | $4,000 | |
| Executive Roundtable of Indian River County | ||||||||
| PO Box 5054 | Vero Beach | FL | 32960 | N/A | PC | Sponsorship | $2,500 | |
| FL Sheriffs Youth Ranches | ||||||||
| 2486 Cecil Webb Pl | Live Oak | FL | 32060 | N/A | PC | General Support | $150 | |
| Florida Bulldog | ||||||||
| PO Box 23763 | Ft Lauderdale | FL | 33307 | N/A | PC | General Support | $500 | |
| Florida Cattlemen's Foundation | ||||||||
| 800 Shakerag Rd | Kissimmee | FL | 34742 | N/A | PC | General Support | $250 | |
| Florida Chamber of Commerce Foundation Inc | ||||||||
| 136 S Bronough St | Tallahassere | FL | 323017706 | N/A | PC | General Support | $1,000 | |
| Florida Remembered Society Inc | ||||||||
| 1900 Old Dixie Hwy | Ft Pierce | FL | 34946 | N/A | PC | Museum Project | $320,000 | |
| Florida Remembered Society Inc | ||||||||
| 1900 Old Dixie Hwy | Ft Pierce | FL | 34946 | N/A | PC | General Support | $64,000 | |
| FL Research Ctr for Agricultural Sustainability | ||||||||
| 7055 33rd Street | Vero Beach | FL | 32966 | N/A | PC | Research Funding | $20,000 | |
| Florida Southern College Advancement Office | ||||||||
| 111 Lake Hollingsworth Dr | Lakeland | FL | 338015698 | N/A | PC | FCHOF Fellowship Program | $500 | |
| Florida Specialty Crop Foundation | ||||||||
| PO Box 948153 | Maitland | FL | 327948153 | N/A | PC | General Support | $4,500 | |
| Florida's Natural Growers Foundation Inc | ||||||||
| 20205 US Highway 27 | Lake Wales | FL | 338533080 | N/A | PC | Community programs | $1,500 | |
| Fellowship of Catholic University Students | ||||||||
| PO Box 17408 | Denver | CO | 80217 | N/A | PC | General Support | $50,000 | |
| Franciscan University of Steubenville | ||||||||
| 1235 University Blvd | Steubenville | OH | 439521792 | N/A | PC | Bernard A. Egan Endowed Scholarship | $10,000 | |
| Friends of Harbor Branch | ||||||||
| 5600 US 1 N | Ft Pierce | FL | 34946 | N/A | PC | Cancer research program | $5,000 | |
| FSU Foundation - FSU College of Medicine | ||||||||
| 2498 S 35th St | Ft Pierce | FL | 349815573 | N/A | PC | Scholarships, Ft. Pierce Campus | $20,000 | |
| Gifford Youth Achievement Center | ||||||||
| 4875 43rd Ave | Vero Beach | FL | 32967 | N/A | PC | Sponsorship, General Support | $36,900 | |
| Good Counsel | ||||||||
| 5950 State Rd 16 | St Augustine | FL | 32092 | N/A | PC | General Support | $500 | |
| Haiti Clinic Inc | ||||||||
| 865 37th Place | Vero Beach | FL | 32960 | N/A | PC | General Contribution | $23,000 | |
| Hands of St Lucie County | ||||||||
| 3855 S US 1 Ste B | Ft Pierce | FL | 34982 | N/A | PC | General Contribution | $20,000 | |
| Heritage Foundation | ||||||||
| 214 Mass Ave NE | Washington | DC | 200907057 | N/A | PC | Matching funds contribution | $50,000 | |
| Hibiscus Children's Center | ||||||||
| PO Box 1742 | Vero Beach | FL | 329619904 | N/A | PC | Annual Support & Counseling & Shelter | $20,000 | |
| Holy Cross Catholic Church | ||||||||
| 2605 Highway A1A | Vero Beach | FL | 32963 | N/A | PC | General Support - Youth on a Mission | $25,000 | |
| Holy Cross Catholic Church (Indiantown) | ||||||||
| PO Box 999 | Indiantown | FL | 34952 | N/A | PC | Catholic Church | $8,000 | |
| Holy Family Church | ||||||||
| 2330 SE Mariposa Ave | Pt St Lucie | FL | 33458 | N/A | PC | Fr. Tri's Mission Co-ops | $87,000 | |
| Hope for Leogane | ||||||||
| 1701 indian Creek Pkwy | Jupiter | FL | 32961 | N/A | PC | Fr. Jean's Haitian Mission | $18,000 | |
| Hundred Club of Indian River County Inc | ||||||||
| PO Box 1183 | Vero Beach | AZ | 850217246 | N/A | PC | Corp Membership Donation | $500 | |
| International Cancer Advocacy Network | ||||||||
| 27 W Morten Ave | Phoenix | FL | 329643968 | N/A | PC | Jack Shinn Program, For The EXON 20 Group | $75,000 | |
| Indian River Community Foundation | ||||||||
| PO Box 643968 | Vero Beach | FL | 32960 | N/A | PC | General | $20,000 | |
| Indian River County Healthy Start Coalition | ||||||||
| 1555 Indian River Blvd | B241 | Vero Beach | FL | 32961 | N/A | PC | General | $14,000 |
| Indian River Cnty Med Society Fdn Inc (We Care) | ||||||||
| PO Box 573 | Vero Beach | FL | 32967 | N/A | We Care Clinic, Sponsorship | $38,000 | ||
| Indian River Habitat for Humanity | ||||||||
| 4568 N US Hwy 1 | Vero Beach | FL | 34238 | N/A | PC | Fellsmere | $15,000 | |
| International Waldenstroms Macroglobulinemia Fdn | ||||||||
| 6144 Clark Center Ave | Sarasota | FL | 32961 | N/A | PC | Donation - In Mem. Eliz. M Egan | $10,000 | |
| IR Firefighters Benevolent Assoc | ||||||||
| PO Box 2014 | Vero Beach | FL | 32948 | N/A | PC | General Support | $500 | |
| IRCYLH | ||||||||
| PO Box 613 | Fellsmere | FL | 34947 | N/A | PC | General Support | $250 | |
| John Carroll Catholic High School | ||||||||
| 3402 Delaware Ave | Ft Pierce | FL | 34954 | N/A | PC | Education, Tuition Assistance, Athletics, Capital Improvements | $217,000 | |
| John Carroll Educational Foundation Inc | ||||||||
| 311 S Second St | Ft Pierce | CT | 06509 | N/A | PC | Restricted Use | $213,000 | |
| Knights of Columbus Charities Inc | ||||||||
| PO Box 1966 | New Haven | FL | 32966 | N/A | PC | Scholarships, Vocation to Priesthood, Culture of Life, United in Charity, Disaster & Refugee Relief | $447,500 | |
| Knights of Columbus Council 5629 | ||||||||
| 2300 Ind Creek Blvd W | C110 | Vero Beach | VA | 22201 | N/A | PC | Citizens with Disabilities Drive | $7,000 |
| Leadership Institute | ||||||||
| 1101 N Highland St | Arlington | FL | 34950 | N/A | PC | Contribution | $50,000 | |
| Learn to Read of St Lucie County | ||||||||
| 811 Delaware Ave | Ft Pierce | UT | 84060 | N/A | PC | Programs | $37,000 | |
| Legionaries of Christ Seminary | ||||||||
| 505 W Wht Pine Cnyn Rd | Park City | FL | 33407 | N/A | PC | Seminary Scholarships | $143,500 | |
| Leukemia & Lymphoma Society | ||||||||
| 3230 Commerce Pl | Ste B | W Palm Beach | FL | 34950 | N/A | PC | Local Services Indian River & St. Lucie Counties | $5,000 |
| Life Builders of the Treasure Coast | ||||||||
| 216 S 2nd St | Ft Pierce | FL | 34991 | N/A | PC | General Support | $5,000 | |
| Life Can Inc | ||||||||
| PO Box 1711 | Palm City | FL | 32960 | N/A | PC | General Support | $10,000 | |
| Literacy Services of Indian River County Inc | ||||||||
| 1600 21st St | Vero Beach | FL | 32960 | N/A | PC | General Support | $3,000 | |
| Little Birthday Angels Inc | ||||||||
| 1275 US Hwy 1 | Ste 2 PMB 131 | Vero Beach | FL | 34995 | N/A | PC | General Support | $30,000 |
| Mary's Home of the Treasure Coast | ||||||||
| PO Box 958 | Stuart | PA | 18509 | N/A | PC | Housing for Pregnant women | $15,000 | |
| Marywood University | ||||||||
| 2300 Adams Ave | Scranton | FL | 32224 | N/A | PC | Michael J. Egan Scholarship | $11,000 | |
| Mayo Clinic | ||||||||
| 4500 San Pablo Rd | Jacksonville | FL | 32962 | N/A | PC | Carbon Ion Therapy | $110,000 | |
| McKee Botanical Garden | ||||||||
| 350 US Hwy 1 | Vero Beach | FL | 32960 | N/A | PC | Children's Garden | $2,000 | |
| Mental Health Association in Indian River County | ||||||||
| 820 37th Pl | Vero Beach | NC | 282201400 | N/A | PC | General Support, Endowment Fund | $15,000 | |
| Miravia | ||||||||
| PO Box 11499 | Charlotte | FL | 34946 | N/A | PC | Belmont Abbey College Housing for Pregnant College Students Operations support | $18,000 | |
| Missionary Flights International | ||||||||
| 3170 Airmans Dr | Ft Pierce | FL | 32963 | N/A | PC | General Support | $25,000 | |
| Mother Theresa Catholic Education Foundation Inc | ||||||||
| 3420 Cardinal Dr | 200 | Vero Beach | FL | 32809 | N/A | PC | Land | $370,000 |
| Nathaniel's Hope Inc | ||||||||
| 5210 S Orange Ave | Orlando | FL | 349498520 | N/A | PC | Buddy Break Program | $10,000 | |
| National Navy UDT-Seal Museum and Memorial | ||||||||
| 3300 N Hwy A1A | Ft Pierce | FL | 34981 | N/A | PC | General Support | $850 | |
| New Horizons | ||||||||
| 4500 W Midway Rd | Ft Pierce | FL | 34950 | N/A | PC | 4 Our Kids/Children mental Health | $6,000 | |
| Notre Dame Catholic Mission | ||||||||
| 217 N US Hwy 1 | Ft Pierce | FL | 34948 | N/A | PC | Sponsorship, Operations | $22,000 | |
| Ocean Research and Conservation Association (ORCA) | ||||||||
| 1420 Seaway Dr | Ft Pierce | NC | 28801 | N/A | PC | Education Programs | $25,000 | |
| Open Hearts Art Center | ||||||||
| 217 Coxe Ave | Asheville | FL | 32948 | N/A | PC | General Support | $50,000 | |
| Operation Hope | ||||||||
| 12285 Co Rd 512 | Fellsmere | FL | 32948 | N/A | PC | General Support | $10,500 | |
| Our Lady of Guadalupe Mission | ||||||||
| PO Box 9 | Fellsmere | CA | 95814 | N/A | PC | Christian Education & Assistance | $90,000 | |
| Pacific Legal Foundation | ||||||||
| 930 G Street | Sacramento | FL | 32960 | N/A | PC | General Support | $50,000 | |
| Paulist Fathers | ||||||||
| 1225 20th Ave | Vero Beach | CA | 91403 | N/A | PC | Local Retired Priests | $30,000 | |
| Prager University Foundation | ||||||||
| 15021 Ventura Blvd | 552 | Sherman Oaks | NY | 10543 | N/A | PC | General Support | $3,500 |
| Project Veritas | ||||||||
| 1214 W Bstn Post Rd | 148 | Mamaroneck | FL | 341423933 | N/A | PC | General Support | $250 |
| Redlands Christian Migrants Association | ||||||||
| 402 W Main St | Immokalee | FL | 34952 | N/A | PC | Education | $45,000 | |
| Ryan Center for Young Children | ||||||||
| 2330 SE Mariposa Ave | Pt St Lucie | FL | 32967 | N/A | PC | Early Child Education | $50,000 | |
| Samaritan Center | ||||||||
| 3650 41st St | Vero Beach | FL | 34947 | N/A | PC | Sponsorships, Homeless Shelter Operations | $247,775 | |
| San Juan Diego Pastoral Center | ||||||||
| 401 S 30th St | Ft Pierce | FL | 34983 | N/A | PC | Operations | $35,000 | |
| Sarah's Kitchen of the Treasure Coast Inc | ||||||||
| 295 NW Prma Vsta Blvd | Pt St Lucie | FL | 32961 | N/A | PC | General Operations | $5,000 | |
| Scholarship Foundation of Indian River County | ||||||||
| PO Box 1820 | Vero Beach | FL | 32960 | N/A | PC | Scholarship, General Support | $7,600 | |
| Senior Resource Association | ||||||||
| 694 14th St | Vero Beach | FL | 32853 | N/A | PC | General Support, Memorial | $52,000 | |
| Society of St Andrew Florida | ||||||||
| PO Box 536842 | Orlando | FL | 32965 | N/A | PC | General Operations | $7,500 | |
| Special Equestrians of the Treasure Coast (SETC) | ||||||||
| PO Box 651312 | Vero Beach | FL | 32965 | N/A | PC | Renovations, Sponsorship, Scholarship Fund | $31,000 | |
| Special Equestrians of the Treasure Coast (SETC) | ||||||||
| PO Box 651313 | Vero Beach | AL | 36608 | N/A | PC | Facility Improvements | $214,500 | |
| Spring Hill College | ||||||||
| 4000 Dauphin St | Mobile | FL | 34947 | N/A | PC | Education support for J.B. Egan Scholarship Fund | $10,000 | |
| St Anastasia School Endowment Inc | ||||||||
| 401 S 33rd St | Ft Pierce | FL | 34947 | N/A | PC | Betty & Bernard Egan "Bear Good Fruit" Scholarship | $50,000 | |
| St Anastasia Catholic Church | ||||||||
| 407 S 33rd St | Ft Pierce | FL | 34947 | N/A | PC | General Support | $58,000 | |
| St Anastasia Catholic School | ||||||||
| 401 S 33rd St | Ft Pierce | CA | 91016 | N/A | PC | Education, Tuition Assistance | $169,000 | |
| St Baldrick's Foundation | ||||||||
| 1333 S Mayflower Ave | 400 | Monrovia | FL | 34986 | N/A | PC | Contribution | $2,000 |
| St Bernadette Catholic Church | ||||||||
| 350 NW Calif Blvd | Pt St Lucie | FL | 32960 | N/A | PC | Tuition Assistance - JCHS | $3,000 | |
| St Francis Manor of Vero Beach | ||||||||
| 1750 20th Ave | Vero Beach | FL | 32961 | N/A | PC | General Support | $40,000 | |
| St Helen Catholic Church | ||||||||
| PO Box 2927 | Vero Beach | FL | 32960 | N/A | PC | General Support, DSA, Tuition Assistance, Vocation Ministry | $172,000 | |
| St Helen Catholic School | ||||||||
| 2025 20th Ave | Vero Beach | FL | 32960 | N/A | PC | Sponsorship, Renovations, Education, Tuition Assistance | $201,000 | |
| St Helen Harvest Festival | ||||||||
| 3901 26th St | Vero Beach | FL | 32961 | N/A | PC | General Support | $150 | |
| St Helen Youth on a Mission | ||||||||
| PO Box 2927 | Vero Beach | FL | 32966 | N/A | PC | General Support | $150 | |
| St John of the Cross Catholic Church | ||||||||
| 7590 26th St | Vero Beach | DC | 200171505 | N/A | PC | general support | $18,000 | |
| St John Paul II National Shrine | ||||||||
| 3900 Harewood Rd NE | Washington | FL | 33165 | N/A | PC | Contribution | $2,500 | |
| St John Vianney College Seminary | ||||||||
| 2900 SW 87th Ave | Miami | TN | 381053678 | N/A | PC | Seminarian tuition | $10,000 | |
| St Jude Children's Hospital | ||||||||
| 262 D Thomas Pl | Memphis | FL | 34981 | N/A | PC | General Support | $550 | |
| St Lucie County Hundred Club | ||||||||
| 4700 W Midway Rd | Ft Pierce | FL | 34950 | N/A | PC | Corporate Membership/Donation | $500 | |
| St Lucie Habitat for Humanity Inc | ||||||||
| 702 South 6th St | Ft Pierce | FL | 34982 | N/A | PC | Neighborhood Revitalization | $25,000 | |
| St Mark the Evangelist Catholic Church | ||||||||
| 1924 Zephyr Ave | Ft Pierce | UT | 84060 | N/A | PC | General Support, Scholarships | $54,500 | |
| St Mary of the Assumption Catholic Church | ||||||||
| 1505 W Wht Pine Cnyn Rd | Park City | FL | 34994 | N/A | PC | Religious Education K-Confirmation; Gabriel Project for expecting young Moms | $60,000 | |
| St Mary's Episcopal Church | ||||||||
| 623 SE Ocean Blvd | Stuart | FL | 33436 | N/A | PC | General Support | $200 | |
| St Vincent de Paul Regional Seminary | ||||||||
| 10701 S Military Trl | Boynton Beach | FL | 32960 | N/A | PC | Contribution - Operations | $10,000 | |
| St Vincent de Paul Society | ||||||||
| 1745 14th Avenue | Vero Beach | FL | 329675544 | N/A | PC | Operations | $33,000 | |
| St Vincent de Paul Vero Beach | ||||||||
| 5480 85th St | Vero Beach | FL | 32960 | N/A | PC | Operations | $33,000 | |
| Substance Awareness Center | ||||||||
| 1507 20th Street | Vero Beach | FL | 32960 | N/A | PC | Lilfeskills Education, Housing | $39,000 | |
| Sunshine Physical Therapy Clinic | ||||||||
| 1705 17th Ave | Vero Beach | FL | 32960 | N/A | PC | November Event Sponsor | $15,000 | |
| The Arc of Indian River County | ||||||||
| 1375 16th Ave | Vero Beach | FL | 349541016 | N/A | PC | General Support | $15,000 | |
| The ARC of St Lucie County | ||||||||
| PO Box 1016 | Ft Pierce | FL | 32960 | N/A | PC | Sponsorship, General Support | $15,000 | |
| The Buggy Bunch | ||||||||
| 1450 21st street | Vero Beach | FL | 32961 | N/A | PC | Pledge fulfillment, General Support | $25,000 | |
| The Foundation for the Kiwanis Club of Vero Treas | ||||||||
| PO Box 6381 | Vero Beach | FL | 32805 | N/A | PC | General Support, Event Funding | $3,500 | |
| The Francis Dinh Blake Foundation Inc | ||||||||
| 534 Clayton St | Orlando | FL | 32962 | N/A | PF | General Support | $5,000 | |
| The Hope for Families Center | ||||||||
| 720 4th St | Vero Beach | NY | 100872448 | N/A | PC | Homeless Shelter | $30,000 | |
| The Leukemia & Lymphoma Society | ||||||||
| PO Box 224448 | New York | FL | 32085 | N/A | PC | Light the Night - Frosch NPB team | $4,000 | |
| The Sisters of St Joseph of St Augustine | ||||||||
| PO Box 3506 | St Augustine | FL | 32960 | N/A | PC | General Support | $18,000 | |
| The Source | ||||||||
| 1965 42nd Ave | Vero Beach | FL | 32960 | N/A | PC | Dignity Village | $450,000 | |
| Treasure Coast Homeless Services Council Inc | ||||||||
| 2525 St Lucie Ave | Vero Beach | NY | 10306 | N/A | PC | $5K Naomi's House $60K Adam's Place | $65,000 | |
| Tunnel to Towers Foundation | ||||||||
| 2361 Hylan Blvd | Staten Island | FL | 32960 | N/A | PC | Fall event | $2,500 | |
| United Against Poverty | ||||||||
| 2050 40th Ave 9 | Vero Beach | FL | 32960 | N/A | PC | SLC & IRC General (Land) | $425,000 | |
| United Against Poverty | ||||||||
| 2050 40th Ave 9 | Vero Beach | FL | 329611960 | N/A | PC | Sponsorships | $1,500 | |
| United Way of Indian River Co | ||||||||
| PO Box 1960 | Vero Beach | FL | 34982 | N/A | PC | 2021-22 Annual Campaign, Sponsorship | $36,000 | |
| United Way of St Lucie Co | ||||||||
| 4800 S US 1 | Ft Pierce | FL | 32964 | N/A | PC | Annual Campaign | $37,000 | |
| Vero Beach Rowing Inc | ||||||||
| PO Box 643063 | Vero Beach | FL | 329610303 | N/A | PC | General Support | $1,500 | |
| Vero Heritage Inc | ||||||||
| PO Box 303 | Vero Beach | FL | 32961 | N/A | PC | Contribution | $2,500 | |
| Veterans Council of Indian River County | ||||||||
| P O Box 1354 | Vero Beach | FL | 33853 | N/A | PC | Sponsorship | $2,500 | |
| Victory Ridge Charitable Fund Inc | ||||||||
| 501 Burns Ave | Lake Wales | FL | 32960 | N/A | PC | Sponsorship | $500 | |
| Visiting Nurse Association & Hospice Foundation | ||||||||
| 1110 35th Lane | Vero Beach | FL | 34996 | N/A | PC | Local Services | $20,000 | |
| VNA & Hospice Foundation | ||||||||
| 2400 SE Monterey Rd | Stuart | FL | 32960 | N/A | PC | General Support | $200 | |
| Women's Refuge of Vero Beach | ||||||||
| 1850 Lemon Ave | 300 | Vero Beach | FL | 32256 | N/A | PC | Sponsorship | $10,000 |
| Wounded Warrior Project | ||||||||
| 4899 Belfort Rd | Jacksonville | NY | 10114 | N/A | PC | General Support | $150 | |
| Xavier High School | ||||||||
| 30 W 16th St | 300 | New York | FL | 32960 | N/A | PC | Education/Scholarships | $95,000 |
| Youth Guidance Donation Fund of Indian River Count | ||||||||
| 1028 20th Pl | Vero Beach | FL | 329600612 | N/A | PC | Contribution | $20,000 | |
| GCGA Scholarship Foundation Inc | ||||||||
| 9200 Montgomery Rd 24B | Cincinnati | OH | 45242 | N/A | PC | General Support | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,079,575 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,693,733 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,386 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,296,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $922,379 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,268,102 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCH K-1 ORDINARY GAIN | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,387 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,180,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,190,041 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,046 | Amt |
| Net Investment Income | $17,023 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,023 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANCIS DINH BLAKE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 CLAYTON STREET | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-05-22 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | CURRENTLY AWAITING FROM FOUNDATION | DatesOfReportsByGranteeTxt |
| Results Of Verification | SUPPORT WAS PROVIDED TO THE FRANCIS DINH BLAKE FOUNDATION FOR THEIR WORK IN HELPING DISADVANTAGED CHILDREN AND THEIR FAMILIES ON BABIES BORN WITH CONGENITAL HEART DISEASE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH - BONDS | $955,348 | $968,053 |
| TRUIST - BONDS | $26,348,527 | $25,036,283 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #1 - EQUITIES | $24,660,573 | $31,855,498 |
| MERRILL LYNCH #2 - EQUITIES | $3,851,598 | $3,871,664 |
| MERRILL LYNCH #3 - EQUITIES | $3,919,284 | $3,590,624 |
| MERRILL LYNCH #4 - EQUITIES | $737,569 | $695,436 |
| TRUIST - EQUITIES | $10,872,185 | $20,293,284 |
| INV IN MARINE BANCORP | $151,250 | $151,250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TRUIST - OTHER INVESTMENTS | $12,965,603 | $19,537,786 |
| INVESTMENT IN CCA BLACK | $849,504 | $849,504 |
| INVESTMENT IN BAE CAPITAL | $41,653 | $41,653 |
| ML #1 ALTERNATIVE INVESTMENTS | $2,072,684 | $1,677,636 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED BOND INTEREST | Desc |
| BOY Book Value | $59,054 | BOYBookValueAmt |
| EOY Book Value | $12,934 | EOYBookValueAmt |
| EOYFMV | $12,934 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $381,537 | $381,537 | |
| K-1 PORTFOLIO DEDUCTIONS | $52,146 | $52,146 | |
| K-1 ROYALTY DEDUCTIONS | $4,848 | $4,848 | |
| MISCELLANEOUS EXPENSES | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 ORDINARY INCOME | $900,287 | $900,286 |
| MISCELLANEOUS INCOME | $19,854 | $19,854 |
| K-1 ROYALTIES | $8,507 | $8,507 |
| K-1 OTHER INCOME | $2,502 | $2,502 |
| NONTAXABLE INTEREST INCOME | $625 | $625 |
| K-1 RENTAL INCOME | -$9 | -$9 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX VARIANCE | Desc |
| Amt | $772,353 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (5 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | InterestInterestRt | Loan MaturityLoanMaturityDt | Security Provided BorrowerSecurityProvidedBorrowerTxt |
|---|---|---|---|---|---|
| INV IN NEOTHERMA ONCOLOGY | |||||
| $1,200,000 | $2,041,517 | 2018-08 | 0 | ||
| FORT MARINE LLC | |||||
| $4,500,000 | $4,500,000 | 2021-09 | 5. | 2026-09 | |
| 5138 W SAN JOSE LLC | |||||
| $2,425,500 | $2,425,500 | 2020-07 | 10. | 2023-02 | CERTAIN PROPERTY LOCATED IN HILLSBOROGH COUNTY, FL |
| 1916 OCEAN LLC | |||||
| $285,000 | $285,000 | 2021-07 | 5. | 2023-07 | CERTAIN PROPERTY LOCATED IN INDIAN RIVER COUNTY,FL |
| BALLET FLORIDA INC | |||||
| $2,500,000 | $2,500,000 | 2021-08 | 5. | 2026-08 | |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $399,897 | Amt |
| Net Investment Income | $351,909 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,988 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $160,539 | ||
| FOREIGN TAXES | $3,592 | $3,592 | |
| OTHER TAXES | $61 | $61 |