SKY HARBOR FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SKY HARBOR FOUNDATION INC (EIN 47-1968649)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-24
- IRS object ID
- 202302369349100915
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-24T17:42:27-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463888758 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METZLER ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7235 1ST AVE S | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33707 | 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 | 471968649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYLVAN OAKS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYLV | BusinessNameControlTxt |
| Phone | 7273430631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2803 GULF TO BAY BLVD | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33759 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK HEIN | PersonNm |
| Person Title | DIR, PRES | PersonTitleTxt |
| Phone | 7273430631 | PhoneNum |
| Signature | 2023-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | HEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENT P METZLER CPA | PreparerPersonNm |
| PTIN | P00984340 | PTIN |
| Phone | 7273430631 | PhoneNum |
| Preparation | 2023-08-24 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,914,743 | 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 | $130,353 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $70 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $212,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,280 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $212,280 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $997,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,195 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $138,195 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $971 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $971 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $481,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $350,545 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $351,516 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $37,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,084 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $329 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30,085 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $82,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $332,733 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $332,733 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $332,733 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $313,132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $351,516 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $124,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,477 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,477 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,505,063 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,502,926 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,729,266 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,629,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,688,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,914,743 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,629,835 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,688,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,629,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,688,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,629,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,688,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,629,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,038 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,696,873 | SubtotalAmt |
| Other Decreases | $8,470 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,688,403 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $997,503 | GrossSalesPriceAmt |
| Cost Or Other Basis | $859,308 | CostOrOtherBasisAmt |
| Gain Or Loss | $138,195 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $138,195 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,195 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $138,195 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,353 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,353 | SubtotalAmt |
| Tax Based On Investment Income | $4,353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,804 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $442 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $442 | RefundAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | MARK HEIN | IndividualWithBooksNm |
| Phone | 7273430631 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2803 GULF TO BAY BLVD UNIT 510 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33759 | 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 |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | 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 (2 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| MARK HEIN | |||||||||
| 2803 GULF TO BAY BLVD UNIT 510 | CLEARWATER | FL | 33759 | DIR, PRES | 5.00 | $0 | $0 | $0 | |
| VICKI HEIN | |||||||||
| 2803 GULF TO BAY BLVD | CLEARWATER | FL | 33759 | DIR, SEC, VP | 5.00 | $0 | $0 | $0 | UNIT 510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,250,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,861 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,399,681 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,399,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,258,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $462,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $462,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,353 | TotalTaxAmt |
| Distributable Before Adj | $458,581 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $458,581 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $458,581 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $332,733 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $332,733 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $458,581 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $92,842 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $242,261 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,959 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,844 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $620,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $332,733 | QualifyingDistributionsAmt |
| Applied To Current Year | $332,733 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $125,848 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $125,848 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $495,058 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $495,058 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $209,255 | ExcessFromYear4Amt |
| Excess From Year3 | $133,959 | ExcessFromYear3Amt |
| Excess From Year2 | $151,844 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK HEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARKANSAS CHILDRENS FOUNDATION | ||||||||
| 1 CHILDRENS WAY | LITTLE ROCK | AR | 72202 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| B SHEAD | ||||||||
| 1504 S SMITH ST | CHATTANOOGA | TN | 37412 | NONE | I | COLLEGE SCHOLARSHIP PROGRAM | $27,644 | |
| C H I L D INC | ||||||||
| 1940 DREW ST | CLEARWATER | FL | 33765 | N.A | PC | GENERAL PURPOSE | $1,000 | |
| CARTI FOUNDATION INC | ||||||||
| PO BOX 55011 | LITTLE ROCK | AR | 72215 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| CHILDRENS ADVOCACY ALLIANCE | ||||||||
| PO BOX 1202 | CONWAY | AR | 72033 | N/A | PC | GENERAL PURPOSE | $500 | |
| CLOTHES TO KIDS INC | ||||||||
| 1059 N HERCULES AVE | CLEARWATER | FL | 33765 | N/A | PC | GENERAL PURPOSE | $139,397 | |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| 301 FIRST ST | WILLIAMSBURG | VA | 23185 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| CONCRETE JUNGLE INC | ||||||||
| 1050 OAKLEIGH DR | ATLANTA | GA | 30344 | N/A | PC | GENERAL PURPOSE | $333 | |
| DG JOHNSON | ||||||||
| 40 TIGER SPRINGS COURT | TIGER | GA | 30576 | NONE | I | COLLEGE SCHOLARSHIP PROGRAM | $30,209 | |
| FURKIDS INC | ||||||||
| 5235 UNION HILL RD | CUMMING | GA | 30344 | N/A | PC | GENERAL PURPOSE | $333 | |
| GK SHEGOTA | ||||||||
| 1301 E MAIN ST | MURFREESBORO | TN | 37132 | N/A. | I | COLLEGE SCHOLARSHIP PROGRAM | $13,882 | |
| GENTLE GIANTS DRAFT HORSE RESCUE SO | ||||||||
| 17250 OLD FREDERICK RD | MOUNT AIRY | MD | 21771 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| GOLDEN BOND RESCUE OF OREGON INC | ||||||||
| PO BOX 25391 | PORTLAND | OR | 97298 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| I M SULZBACHER CENTER FOR THE HOMEL | ||||||||
| 611 E ADAMS ST | JACKSONVILLE | FL | 32202 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| JACKSONVILLE HUMANE SOCIETY | ||||||||
| 8464 BEACH BLVD | JACKSONVILLE | FL | 32216 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| N LAUX | ||||||||
| 81 BOWIE LN | DILLARD | GA | 30537 | NONE | I | EMERGECY HARDSHIP ASSISTANCE | $5,000 | |
| PALM BEACH COUNTY FISHING FOUNDATIO | ||||||||
| PO BOX 468 | WEST PALM BEACH | FL | 33402 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| S BROWN | ||||||||
| 505 MARCEL PARK | STATHAM | GA | 30666 | NONE | I | COLLEGE SCHOLARSHIP PROGRAM | $2,094 | |
| S MARTINEZ | ||||||||
| U OF F 222 CRISER HALL | GAINESVILLE | FL | 32611 | NONE | I | COLLEGE SCHOLARSHIP PROGRAM | $27,762 | POB 114000 |
| S L KIM | ||||||||
| 305 LACY COURT | VILLA RICA | GA | 30180 | NONE | I | COLLEGE SCHOLARSHIP PROGRAM | $10,666 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL PURPOSE | $500 | |
| S DODSON | ||||||||
| 600 W COLLEGE AVE | TALLAHASEE | FL | 32306 | NONE | I | COLLEGE SCHOLARSHIP PROGRAM | $335 | |
| THE GIVING KITCHEN INITIATIVE INC | ||||||||
| 970 JEFFERSON ST NW | ATLANTA | GA | 30318 | N/A | PC | GENERAL PURPOSE | $334 | STE 8 |
| THE TWIG CARES INC | ||||||||
| 826 PINEBROOK RD | VENICE | FL | 34285 | N/A | PC | GENERAL PURPOSE | $1,000 | |
| W CLARK | ||||||||
| 425 S VILLA SAN MARCO DR | SAINT AUGUSTINE | FL | 32086 | NONE | I | COLLEGE SCHOLARSHIP PROGRAM | $63,744 | APT 206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $332,733 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $138,195 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS RETURNED | Desc |
| Exclusion | 25 | ExclusionCd |
| Exclusion | $971 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $351,516 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $351,516 | 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 |
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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BETTY HAWKINS | |||||||
| 1 | 2803 GULF TO BAY BLVD UNIT 510 | CLEARWATER | FL | 33759 | $50,000 | Yes (X) | |
| MARK HEIN | |||||||
| 2 | 2803 GULF TO BAY BLVD UNIT 510 | CLEARWATER | FL | 33759 | $80,353 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | APPLIED MATERIALS INC. AMAT 300 | $28,877 | 2022-12-30 |
| 2 | APPLE INC, AAPL 400 SHRS | $51,476 | 2022-12-30 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (143 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10X GENOMICS CLASS A | $13,279 | $3,425 |
| 3M CO | ||
| ABBVIE INC | $39,917 | $58,988 |
| AIRBNB | $18,334 | $13,167 |
| AMC NETWORKS INC | $9,855 | $3,651 |
| AMCOR LTD ORD SHS | $16,747 | $16,114 |
| AMER INTERNATIONAL GROUP INC | $16,606 | $19,857 |
| AMERICAN ELECTRIC POWER INC | $13,024 | $14,337 |
| AMERICAN TOWER REIT INC | $18,644 | $16,525 |
| AMGEN INC | $10,880 | $13,395 |
| APOLLO GLOBAL MANAGEMENT, INC | $30,063 | $33,809 |
| APPLE INC | $312,761 | $565,220 |
| APPLIED MATERIALS INC | $417,399 | $645,300 |
| AT&T, INC | $29,479 | $31,168 |
| AUTODESK, INC | $87,061 | $78,485 |
| AVALONBAY CMNTYS INC | $17,054 | $16,314 |
| BANK OF AMERICA CORP | $29,055 | $27,755 |
| BAXTER INTERNATIONAL INC | $9,231 | $5,380 |
| BCE INC | $38,005 | $34,413 |
| BECTON DICKINSON & CO | $26,378 | $29,245 |
| BIOGEN INC | $37,184 | $40,153 |
| BLACKROCK INC | $98,063 | $143,489 |
| BOSTON PPTYS INC | ||
| BRISTOL-MYERS SQUIBB CO | ||
| BRITISH AMERICAN TOBACCO PLC | $43,126 | $48,136 |
| BROADCOM INC | $70,118 | $93,934 |
| CAN IMPERIAL BK OF COMMERCE | $14,919 | $10,032 |
| CERENCE INC | ||
| CHARLES RIV LABORATORIES INTL INC | $32,062 | $19,611 |
| CHESAPEAKE ENERGY CORPORATION | $10,791 | $12,834 |
| CHEVRON CORP | ||
| CISCO SYSTEMS INC | $207,873 | $221,172 |
| CITRIX SYSTEMS INC | ||
| CLOROX CO | $24,832 | $23,575 |
| COMCAST CORP | $123,995 | $91,097 |
| CONAGRA FOODS INC | $18,064 | $20,240 |
| CROWDSTRIKE HOLDINGS, INC | $57,742 | $32,535 |
| CROWN CASTLE INTL | $42,277 | $34,859 |
| DIAGEO PLC ADS | $18,539 | $18,532 |
| DIGITAL RLTY TR INC | $28,105 | $20,756 |
| DISCOVERY INC (FORMERLY DISC COMM) - | ||
| DOCUSIGN INC | $42,375 | $10,807 |
| DOLBY LABORATORIES | $20,578 | $19,892 |
| DOMINION ENERGY INC | $36,420 | $28,882 |
| DOXIMITY ORD SHS CLASS A | $13,539 | $10,404 |
| DUKE ENERGY CO | $34,361 | $36,870 |
| ECOLAB INC | ||
| EDISON INTL | $15,408 | $15,078 |
| ENBRIDGE INC | $70,490 | $70,536 |
| EQT CORPORATION | $8,408 | $9,777 |
| ETSY INC | $33,955 | $22,399 |
| EXXON MOBIL CORP | ||
| FREEPORT-MCMORAN COPPER & GOLD INC | $27,224 | $30,248 |
| GENERAL MILLS INC | ||
| GENERAL MOTORS | $9,266 | $8,242 |
| GILEAD SCIENCES INC | $37,888 | $50,823 |
| GUARDANT HEALTH INC | $31,162 | $8,650 |
| HOME DEPOT INC | $341,735 | $467,996 |
| HUBSPOT INC | $53,587 | $27,178 |
| HUNTINGTON BANCSHARES INC | $29,215 | $28,003 |
| IMMUNOGEN, INC | ||
| INSULET CORPORATION | $18,973 | $23,257 |
| INTEL CORP | $133,826 | $63,888 |
| IONIS PHARMACEUTICALS INC | $10,223 | $10,425 |
| JOHNSON & JOHNSON | $297,923 | $387,891 |
| JOHNSON CONTROLS INTERNATIONAL PLC | $27,424 | $32,448 |
| JP MORGAN CHASE | $410,149 | $425,220 |
| KEYCORP | $123,236 | $114,264 |
| KIMBERLY CLARK CORP | $27,547 | $27,286 |
| KLA TENCOR CORP | $148,179 | $326,000 |
| L3HARRIS TECHNOLOGIES | $32,000 | $33,522 |
| LIBERTY BROADBAND CORPORATION | ||
| LIBERTY BROADBAND CORPORATION K | $10,065 | $5,720 |
| LIBERTY MEDIA CORPORATION - SER A | $1,268 | $1,496 |
| LIBERTY MEDIA CORPORATION - SER C | $3,140 | $3,467 |
| LIBERTY SIRIUS XM CORP - SER C | $11,046 | $9,743 |
| LIBERTY SIRIUS XM GROUP - SER A | $5,616 | $4,992 |
| LINDE PLC COM | $20,399 | $30,009 |
| LOCKHEED MARTIN CORP | ||
| LYFT INC | $23,938 | $5,686 |
| LYONDELLBASELL INDUSTRIES NV | $11,460 | $11,292 |
| MASTERCARD INC | $26,194 | $31,307 |
| MATCH GROUP INC | $40,906 | $13,609 |
| MEDTRONIC PLC | $15,644 | $15,000 |
| MERCK & CO INC | $286,623 | $401,108 |
| METLIFE INC | $17,454 | $20,770 |
| MICROSOFT CORP | $316,473 | $475,286 |
| MONDELEZ INTERNATIONAL INC | $22,634 | $27,327 |
| NATIONAL GRID TRANSCO PLC | $25,284 | $25,214 |
| NESTLE S.A | $23,304 | $24,337 |
| NEXTERA ENERGY, INC | ||
| NORTHROP GRUMMAN CORP | $9,913 | $15,823 |
| ORACLE CORP | $15,814 | $18,473 |
| ORGANON & CO | $13,043 | $9,133 |
| OTIS WORLDWIDE CORP | ||
| PENTAIR INC. COM | ||
| PEPSICO INC | ||
| PFIZER INC | $35,671 | $44,681 |
| PHILIP MORRIS INTL | $44,447 | $51,313 |
| PIONEER NAT RES CO | $10,434 | $14,389 |
| PNC FINANCIAL GROUP INC | $42,276 | $39,801 |
| PPG INDUSTRIES INC | $19,876 | $18,107 |
| PPL CORPORATION | $19,779 | $18,876 |
| PROCTER GAMBLE CO | $23,544 | $29,554 |
| PUBLIC SVC ENTERPRISE GROUP INC | ||
| RAYTHEON TECHNOLOGIES CORP | $281,026 | $309,623 |
| REALTY INCOME CORP | $7,732 | $7,231 |
| REGIONS FINANCIAL CORP | ||
| SAP AKTIENGESELL ADS | $16,444 | $18,121 |
| SEAGATE TECHNOLOGY HOLDINGS PLC | $33,426 | $25,989 |
| SEMPRA ENERGY COM | $19,571 | $23,181 |
| SNOWFLAKE INC | $24,847 | $24,545 |
| SOUTHERN CO | $29,078 | $33,563 |
| TC ENERGY CORPORATION | $23,573 | $18,575 |
| TE CONNECTIVITY LTD | $43,967 | $43,968 |
| TERADYNE INC | $125,200 | $94,862 |
| TEXAS INSTRUMENTS INC | $186,440 | $257,743 |
| THE BLACKSTONE GROUP INC CL A | $610,104 | $675,129 |
| THE COCA-COLA CO | $22,271 | $25,698 |
| TOTALENERGIES SE | $43,371 | $50,347 |
| TRANE TECHNOLOGIES PLC | $83,392 | $83,541 |
| TRAVELERS COMPANIES INC | $22,049 | $28,873 |
| TRUIST FINANCIAL CORPORATION | $28,915 | $22,419 |
| TWITTER INC | ||
| UNILEVER PLC AMER | $16,483 | $18,378 |
| UNION PACIFIC | $20,723 | $21,535 |
| UNITED PARCEL SERVICE | $27,013 | $30,770 |
| UNITEDHEALTH GROUP INC | $169,091 | $320,477 |
| US BANCORP | $38,831 | $30,706 |
| VERIZON COMMUNICATIONS | $78,267 | $58,194 |
| VERTEX PHARMCTLS INC | $70,049 | $101,651 |
| VIATRIS ORD SHS | $7,691 | $5,988 |
| VISA INC | $21,830 | $24,308 |
| VODAFONE GROUP PLC | $35,602 | $22,163 |
| VULCAN MATERIALS CO | $20,191 | $22,589 |
| WALGREENS BOOTS ALLIANCE | $28,383 | $21,146 |
| WALT DISNEY HOLDINGS CO | $120,361 | $72,214 |
| WARNER BROS. DISCOVERY, INC | $23,353 | $9,717 |
| WASTE MANAGEMENT INC | $13,467 | $15,374 |
| WESTERN DIGITAL CORP | $15,499 | $9,528 |
| WILLIAMS COS | $55,835 | $67,511 |
| WOLFSPEED INC | $26,053 | $19,607 |
| ZOETIS INC |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENTS | Desc |
| Amt | $8,470 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| STATE OR LOCAL FILING FEES | $61 |
| FOUNDATION ADMINISTRATION FEE | $29,687 |
| INSURANCE | $337 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS RETURNED | Desc |
| Revenue And Expenses Per Books | $971 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $971 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $37,084 | Amt |
| Net Investment Income | $37,084 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES | $14,600 | |
| FOREIGN TAX PAID | $329 | $329 |