NINA HAVEN SCHOLARSHIPS INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NINA HAVEN SCHOLARSHIPS INC (EIN 13-6099012)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349100512
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T08:05:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 PGA BLVD SUITE 700 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136099012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NINA HAVEN SCHOLARSHIPS INC | BusinessNameLine1Txt |
| Business Name Line2 | FKA NINA HAVEN CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NINA | BusinessNameControlTxt |
| Phone | 7729195440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 SW FEDERAL HIGHWAY 106 | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34994 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH WEBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7729195440 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | WEBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MISTY TRAVANI CPA | PreparerPersonNm |
| PTIN | P00177968 | PTIN |
| Phone | 5614270300 | 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 | 2022 | 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 | $7,864,844 | 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 | $124,474 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,526 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,526 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $166,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,150,227 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,637 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $8,750 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $452,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $328,341 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,750 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,442 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,776 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,666 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $106,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,254 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,224 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,200 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,916 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,782 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $454,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $340,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,027 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $298,087 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,750 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $388,734 | CashBOYAmt |
| Cash EOY | $375,688 | CashEOYAmt |
| Cash EOYFMV | $375,688 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,403,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,137,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,136,345 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $190,915 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $190,915 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $67,130 | OtherAssetsBOYAmt |
| Other Assets EOY | $161,896 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $161,896 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,859,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,866,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,864,844 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,783,838 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,696,139 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,073,548 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,167,973 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,857,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,864,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,859,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,866,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,857,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,027 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,753 | OtherIncreasesAmt |
| Subtotal | $3,866,112 | SubtotalAmt |
| Other Decreases | $2,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,864,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-MERRILL LYNCH #02025 | P | $22,566 | $22,569 | -$3 | -$3 |
| PUBLICLY TRADED SECURITIES-MERRILL LYNCH #02025 | P | $70,202 | $63,307 | $6,895 | $6,895 |
| PUBLICLY TRADED SECURITIES-MERRILL LYNCH #02269 | P | $132,012 | $143,399 | -$11,207 | -$11,207 |
| PUBLICLY TRADED SECURITIES-MERRILL LYNCH #02269 | P | $226,946 | $233,110 | -$5,960 | -$5,960 |
| PUBLICLY TRADED SECURITIES-MERRILL LYNCH #07011 | P | $498,587 | $332,648 | $165,939 | $165,939 |
| PUBLICLY TRADED SECURITIES-MERRILL LYNCH #07021 | P | $59,399 | $47,783 | $11,616 | $11,616 |
| PUBLICLY TRADED SECURITIES-MERRILL LYNCH #07032 | P | $21,551 | $28,012 | -$6,407 | -$6,407 |
| PUBLICLY TRADED SECURITIES-MERRILL LYNCH #07032 | P | $118,764 | $120,290 | -$1,436 | -$1,436 |
| UNRECAPTURED SEC 1250 GAIN | P | $68 | $68 | $68 | |
| CAPITAL GAINS DIVIDENDS | P | $132 | $132 | $132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,637 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,143 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,143 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,143 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,090 | 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 | $1,090 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $128 | EsPenaltyAmt |
| Tax Due | $3,181 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | WWW.NINAHAVEN.ORG | WebsiteAddressTxt |
| Individual With Books | TRACEY ETELSON | IndividualWithBooksNm |
| Phone | 7729195440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 704 SE STYPMANN BLVD | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34994 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH WEBER | ||||||||
| 4490 WATERFORD DR | STUART | FL | 34997 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| LAWRENCE E CRARY III | ||||||||
| 759 SW FEDERAL HWY STE 106 | STUART | FL | 34994 | VICE PRES/SECY | 1.00 | $0 | $0 | $0 |
| NICHOLAS BROWN | ||||||||
| 264 SW EGRET LANDING | PORT SAINT LUCIE | FL | 34953 | TREASURER | 5.00 | $0 | $0 | $0 |
| PAMELA FOGT | ||||||||
| PO BOX 2914 | STUART | FL | 349952914 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TIFFANY PARRISH | ||||||||
| 750 SW AIROSO BLVD | PORT SAINT LUCIE | FL | 34983 | BOARD MEMBER | 0.16 | $0 | $0 | $0 |
| KENNETH TATJE | ||||||||
| 1737 SW BUCKSKIN TRAIL | STUART | FL | 34997 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DIANE TOMASIK | ||||||||
| 2482 SW ESTELLA TERRACE | PALM CITY | FL | 34990 | BOARD MEMBER | 0.16 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL SCHOLARSHIP PAYMENTS TO UNIVERSITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $7,556,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $400,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,956,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,956,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,837,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $391,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $391,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,143 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,143 | TotalTaxAmt |
| Distributable Before Adj | $387,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $387,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $387,735 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $340,032 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $340,032 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $387,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,568 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $93,291 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $17,353 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $195,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $340,032 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $340,032 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47,703 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,703 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $147,509 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $36,865 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $110,644 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $93,291 | ExcessFromYear4Amt |
| Excess From Year2 | $17,353 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| GUIDANCE OFFICE MARTIN CO HIGH SCHO | |||||||
| 2801 SO KANNER HWY | STUART | FL | 34994 | 7722191800 | FORMS ARE SUPPLIED BY THE FOUNDATION. STUDENTS SHOULD SHOW NEED, SCHOLASTIC ACHIEVEMENT, AND MEET OTHER INTANGIBLE CRITERIA. | SET BY HIGH SCHOOL GUIDANCE COUNSELOR'S OFFICE | AWARDS ARE ALWAYS GIVEN TO UNIVERSITIES ON BEHALF OF GRADUATES OF THE MARTIN CO. FL SCHOOL SYSTEM AND LOCAL COMMUNITY COLLEGES. |
| GUIDANCE OFFICE SOUTH FORK HIGH SCH | |||||||
| 10205 SW PRATT WHITNEY RD | STUART | FL | 34997 | 7722191840 | FORMS ARE SUPPLIED BY THE FOUNDATION. STUDENTS SHOULD SHOW NEED, SCHOLASTIC ACHIEVEMENT, AND MEET OTHER INTANGIBLE CRITERIA. | SET BY HIGH SCHOOL GUIDANCE COUNSELOR'S OFFICE | AWARDS ARE ALWAYS GIVEN TO UNIVERSITIES ON BEHALF OF GRADUATES OF THE MARTIN CO. FL SCHOOL SYSTEM AND LOCAL COMMUNITY COLLEGES. |
| GUIDANCE OFFICE JENSEN BEACH HIGH S | |||||||
| 2875 NW GOLDENROD RD | JENSEN BEACH | FL | 34957 | 7722323500 | FORMS ARE SUPPLIED BY THE FOUNDATION. STUDENTS SHOULD SHOW NEED, SCHOLASTIC ACHIEVEMENT, AND MEET OTHER INTANGIBLE CRITERIA. | SET BY HIGH SCHOOL GUIDANCE COUNSELOR'S OFFICE | AWARDS ARE ALWAYS GIVEN TO UNIVERSITIES ON BEHALF OF GRADUATES OF THE MARTIN CO. FL SCHOOL SYSTEM AND LOCAL COMMUNITY COLLEGES. |
| GUIDANCE OFFICE CLARK ADVANCED LEAR | |||||||
| 2400 SE SALERNO RD | STUART | FL | 34997 | 7724195750 | FORMS ARE SUPPLIED BY THE FOUNDATION. STUDENTS SHOULD SHOW NEED, SCHOLASTIC ACHIEVEMENT, AND MEET OTHER INTANGIBLE CRITERIA. | SET BY HIGH SCHOOL GUIDANCE COUNSELOR'S OFFICE | AWARDS ARE ALWAYS GIVEN TO UNIVERSITIES ON BEHALF OF GRADUATES OF THE MARTIN CO. FL SCHOOL SYSTEM AND LOCAL COMMUNITY COLLEGES. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUBURN UNIVERSITY | ||||||
| AUBURN UNIVERSITY | AUBURN | AL | 36849 | 501(C)3 | EDUCATION | $3,500 |
| BELMONT UNIVERSITY | ||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | 501(C)3 | EDUCATION | $8,500 |
| BROWN UNIVERSITY | ||||||
| 69 BROWN ST BOX 1822 | PROVIDENCE | RI | 02912 | 501(C)3 | EDUCATION | $3,500 |
| CHAMBERLAIN UNIVERSITY COLLEGE OF NURSING | ||||||
| 5200 BELFORT RD SUITE 100 | JACKSONVILLE | FL | 32256 | 501(C)3 | EDUCATION | $3,500 |
| DUKE UNIVERSITY | ||||||
| BOX 90586 | DURHAM | NC | 27708 | 501(C)3 | EDUCATION | $3,500 |
| FLORIDA ATLANTIC UNIVERSITY | ||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | 501(C)3 | EDUCATION | $13,500 |
| FLORIDA SOUTHERN COLLEGE | ||||||
| 111 LAKE HOLLINGSWORTH DR | LAKELAND | FL | 33801 | 501(C)3 | EDUCATION | $3,500 |
| FLORIDA STATE UNIVERSITY | ||||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | 501(C)3 | EDUCATION | $10,500 |
| GEORGIA INSTITUTE OF TECHNOLOGY | ||||||
| NORTH AVE NW | ATLANTA | GA | 30332 | 501(C)3 | EDUCATION | $13,500 |
| GRAND CANYON UNIVERSITY | ||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | 501(C)3 | EDUCATION | $3,500 |
| HARVARD UNIVERSITY | ||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | 501(C)3 | EDUCATION | $3,500 |
| INDIAN RIVER STATE COLLEGE | ||||||
| 209 VIRGINIA AVE | FORT PIERCE | FL | 34951 | 501(C)3 | EDUCATION | $19,000 |
| LIBERTY UNIVERSITY | ||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | 501(C)3 | EDUCATION | $5,000 |
| OUR LADY OF THE LAKE UNIVERSITY | ||||||
| 411 SW 24TH ST | SAN ANTONIO | TX | 78207 | 501(C)3 | EDUCATION | $2,500 |
| PALM BEACH ATLANTIC UNIVERSITY | ||||||
| 901 S FLAGLER DR | WEST PALM BEACH | FL | 33401 | 501(C)3 | EDUCATION | $3,500 |
| STANFORD UNIVERSITY | ||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | 501(C)3 | EDUCATION | $5,000 |
| THE UNIVERSITY OF RICHMOND | ||||||
| 410 WESTHAMPTON WAY | RICHMOND | VA | 23173 | 501(C)3 | EDUCATION | $5,000 |
| THE UNIVERSITY OF ALABAMA | ||||||
| BOX 870122 | TUSCALOOSA | AL | 35487 | 501(C)3 | EDUCATION | $3,500 |
| UNIVERSITY OF CALIFORNIA BERKLEY | ||||||
| BERKELEY 110 SPROUL HALL 5800 | BERKELEY | CA | 94720 | 501(C)3 | EDUCATION | $3,500 |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | 501(C)3 | EDUCATION | $31,250 |
| UNIVERSITY OF FLORIDA | ||||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 326031735 | 501(C)3 | EDUCATION | $112,500 |
| UNIVERSITY OF MIAMI | ||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | 501(C)3 | EDUCATION | $3,500 |
| UNIVERSITY OF NORTH FLORIDA | ||||||
| 1 UNF DR | JACKSONVILLE | FL | 32224 | 501(C)3 | EDUCATION | $10,500 |
| UNIVERSITY OF SOUTH FLORIDA | ||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | 501(C)3 | EDUCATION | $19,000 |
| VANDERBILT UNIVERSITY | ||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37235 | 501(C)3 | EDUCATION | $3,500 |
| VIRGINIA TECH | ||||||
| 800 WASHINGTON ST SW | BLACKSBURG | VA | 24061 | 501(C)3 | EDUCATION | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,250 | 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 | $2,526 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $159,637 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $328,341 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $328,341 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARTIN COUNTY COMMUNITY FOUNDATION | ||||||
| 1 | 33 FLAGLER AVE | STUART | FL | 34994 | $114,474 | Yes (X) |
| THE BLAKE FOUNDATION | ||||||
| 2 | 356 SEABREEZE DR | MARCO ISLAND | FL | 34145 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,442 | Amt |
| Net Investment Income | $3,776 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,666 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $190,915 | EOYBookValueAmt |
| EOYFMV | $190,915 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK INVESTMENTS | StockNm |
| EOY Book Value | $3,137,613 | EOYBookValueAmt |
| EOYFMV | $7,136,345 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $761 | $1,053 | $1,053 |
| COPPER KEY-FL PREPAID | $66,369 | $160,843 | $160,843 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASE | Desc |
| Amt | $2,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ANNUAL FILING FEES | $934 | $0 | $0 | $934 |
| OFFICE EXPENSE | $25,030 | $0 | $0 | $25,030 |
| SCHOLARSHIP AWARDS CEREMONY | $952 | $0 | $0 | $952 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET ASSET ADJUSTMENT FOR UNREALISZED GAINS | $2,003 |
| RECOVERY OF PRIOR DISTRIBUTIONS-PART XI, LINE 4 | $8,750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MERRILL LYNCH INVT FEES | $23,832 | $23,832 | $0 | $0 |
| INVESTMENT EXPENSES | $422 | $422 | $0 | $0 |
| CONSULTING FEES | $62,000 | $0 | $0 | $0 |
| OUTSIDE SERVICES | $20,285 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER FOREIGN TAXES AND COSTS | $2,224 | $2,224 | $0 | $0 |
| ESTIMATED TAXES PAID & TAX W/RETURN | $2,271 | $0 | $0 | $0 |