KELLY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KELLY FOUNDATION INC (EIN 59-6153269)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349100716
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T07:58:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2811 PONCE DE LEON BLVD STE 500 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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 | 596153269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRIDGET DUNCAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 3055076187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8255 NW 58TH STREET | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33166 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIDGET DUNCAN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3055076187 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIDGET | PersonFirstNm |
| Person Last | DUNCAN | 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 | LOURDES DE LOS SANTOS | PreparerPersonNm |
| PTIN | P00240607 | PTIN |
| Phone | 7866936300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $20,400,139 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,223 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,223 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $470,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $470,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,011,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,875,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,011,173 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $62 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,484,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,484,651 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,308 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,308 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,549 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,549 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $882 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $639,741 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $639,741 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $728,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $646,273 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $756,521 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,402,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $124,004 | CashBOYAmt |
| Cash EOY | $480,722 | CashEOYAmt |
| Cash EOYFMV | $480,722 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,793,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,340,686 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,340,686 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $449,925 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $849,325 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $801,262 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,774,938 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,363,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,172,389 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,942,572 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,815,272 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,605,080 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,085,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,849,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,400,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,085,004 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,849,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,085,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,849,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,085,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,849,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,085,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $756,521 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,459 | OtherIncreasesAmt |
| Subtotal | $14,849,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,849,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | $5,872,955 | $4,864,737 | $1,008,218 | $1,008,218 | |
| CAPITAL GAINS DIVIDENDS | $2,955 | $2,955 | $2,955 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,011,173 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,499 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,499 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,920 | 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 | $10,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $318 | EsPenaltyAmt |
| Tax Due | $8,897 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIDGET DUNCAN | IndividualWithBooksNm |
| Phone | 3055076187 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8255 NW 58TH STREET | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33166 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS D KELLY | ||||||||
| 640 ARVIDA PARKWAY | CORAL GABLES | FL | 33156 | CHAIRMAN/DIRECTOR | 1.00 | $0 | $0 | $0 |
| L PATRICK KELLY | ||||||||
| 2200 N GREENWAY DR | CORAL GABLES | FL | 33134 | VICE CHAIRMAN/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIDGET DOWNEY DUNCAN | ||||||||
| 1432 ALGERIA AVENUE | CORAL GABLES | FL | 33134 | SECRETARY/TREASURER | 16.00 | $0 | $0 | $0 |
| LUISA KELLY | ||||||||
| 2200 N GREENWAY DRIVE | CORAL GABLES | FL | 33134 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT W KELLY JR | ||||||||
| 19000 SW 270 STREET | REDLAND | FL | 33031 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTABEL K VARTANIAN | ||||||||
| 22 FOWLER ROAD | FAR HILLS | NJ | 07931 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHERINE KELLY | ||||||||
| 5851 SW 76TH ST | SOUTH MIAMI | FL | 33143 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONALD KELLY | ||||||||
| 12764 PINEACRE COURT | WELLINGTON | FL | 33414 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA KELLY | ||||||||
| 640 ARVIDA PARKWAY | CORAL GABLES | FL | 33156 | DIRECTOR | 1.00 | $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 |
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 | $19,246,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,817,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,064,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,064,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $315,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,748,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,037,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,037,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,499 | TotalTaxAmt |
| Distributable Before Adj | $1,017,904 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,017,904 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,017,904 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $646,273 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $646,273 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,017,904 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $181,322 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $646,273 | QualifyingDistributionsAmt |
| Applied To Year1 | $181,322 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $464,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $552,953 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIDGET DUNCAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8255 NW 58TH STREET | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3055076187 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (164 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADEL ALI | ||||||||
| 500 ORCHARD PARK DR | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ADRIAN CARBALLO | ||||||||
| 19440 SW 29TH COURT | MIRAMAR | FL | 33029 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ADRIAN CORDOVA | ||||||||
| 12393 NORTH CAMPUS MAIL CENTER | TAMPA | FL | 33620 | NONE | I | SCHOLARSHIPS | $1,500 | |
| ADRIANA MATOS | ||||||||
| 3390 NE 5TH ST APT 101 | HOMESTEAD | FL | 33033 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ADRIANA RAMIREZ | ||||||||
| 5050 NW 7TH ST APT 107 | MIAMI | FL | 33126 | NONE | I | SCHOLARSHIPS | $5,000 | |
| ALEX MORRELL | ||||||||
| 1001 BAYBERRY LOOP | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ALEXIS BUTLER | ||||||||
| 1261 NIANTIC TERRACE | WELLINGTON | FL | 33414 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ANAHI ELIZALDE | ||||||||
| 530 SW 4TH ST | FLORIDA CITY | FL | 33034 | NONE | I | SCHOLARSHIPS | $1,500 | |
| ANALUCIA RAIMONT | ||||||||
| 15830 SEDGEWYCK CIR N | DAVIE | FL | 33331 | NONE | I | SCHOLARSHIPS | $1,000 | |
| ANDREW LAZARA | ||||||||
| 650 HUNTING LODGE DRIVE | MIAMI SPRINGS | FL | 33166 | NONE | I | SCHOLARSHIPS | $5,000 | |
| ANGELY GALVEZ | ||||||||
| 4633 PIONEER 17TH ST | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,500 | |
| ANNABELLA DELAFUENTE | ||||||||
| 1550 OLD US HWY 27 LOT 57 | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,500 | |
| ANTHONY KIRTMAN | ||||||||
| 8148 TAUREN COURT | NAPLES | FL | 34119 | NONE | I | SCHOLARSHIPS | $1,000 | |
| ANTHONY PEREZ | ||||||||
| 5120 SW 13TH PL APT 616 | GAINESVILLE | FL | 32607 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ARGELIO RODRIGUEZ | ||||||||
| 12128 GREEN BADGER LANE APT 1169 | ORLANDO | FL | 32817 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ASHLEIGH MILLER | ||||||||
| 2247 HAMBURG LANE | PUNTA GORDA | FL | 33983 | NONE | I | SCHOLARSHIPS | $2,000 | |
| AUBREY PEARCE | ||||||||
| 7843 NW 58TH LANE | OKEECHOBEE | FL | 34972 | NONE | I | SCHOLARSHIPS | $6,000 | |
| AUSTIN PERKINS | ||||||||
| 59 E WILLOW MIST RD | INLET BEACH | FL | 32461 | NONE | I | SCHOLARSHIPS | $2,000 | |
| AVERY MERRILL | ||||||||
| 6515 NW 43 TERRACE | BOCA RATON | FL | 33496 | NONE | I | SCHOLARSHIPS | $4,000 | |
| BENJAMIN VARGAS | ||||||||
| 11367 SW 161ST PLACE | MIAMI | FL | 33196 | NONE | I | SCHOLARSHIPS | $500 | |
| BRADEN HIR | ||||||||
| 3915 SAGE BRUSH CIRCLE | MELBOURNE | FL | 32901 | NONE | I | SCHOLARSHIPS | $2,000 | |
| BRETT COLLIER | ||||||||
| 1575 BACOM PT ROAD | PAHOKEE | FL | 33476 | NONE | I | SCHOLARSHIPS | $2,000 | |
| BRIANNE MILLER | ||||||||
| 1800 MICCOSUKEE COMMONS DRIVE APT | TALLAHASSEE | FL | 32308 | NONE | I | SCHOLARSHIPS | $2,000 | 1314 |
| BRICE KEVIN PROWANT | ||||||||
| PO BOX 633 | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $2,000 | |
| BRIDGITTE ISOM | ||||||||
| 10221 SW 124 ST | MIAMI | FL | 33176 | NONE | I | SCHOLARSHIPS | $3,000 | |
| BRYAN GARCIA-RAMOS | ||||||||
| 26022502 RIKER HALL | GAINESVILLE | FL | 32612 | NONE | I | SCHOLARSHIPS | $1,500 | |
| BRYANT WILLIAMS | ||||||||
| 1173 WAGON TRAIL | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $3,000 | |
| CAITLIN SARNECKI | ||||||||
| 693 NW 151ST AVE | PEMBROKE PINES | FL | 33028 | NONE | I | SCHOLARSHIPS | $2,500 | |
| CALEB TORRES | ||||||||
| 327 NW 2ND ST | FLORIDA CITY | FL | 33034 | NONE | I | SCHOLARSHIPS | $4,000 | |
| CAROLINE ISOM | ||||||||
| 10221 SW 124 ST | MIAMI | FL | 33176 | NONE | I | SCHOLARSHIPS | $3,000 | |
| CAROLINE STEIN | ||||||||
| PO BOX 1092 | BELLE GLADE | FL | 33430 | NONE | I | SCHOLARSHIPS | $2,000 | |
| CHLOE FORD | ||||||||
| 203 BAY STREET | SYLVESTER | GA | 31791 | NONE | I | SCHOLARSHIPS | $2,000 | |
| CHRIS'SHARIEA HARDY | ||||||||
| PO BOX 1362 | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $1,500 | |
| CHRISTOPHER VINSON | ||||||||
| 10130 SW 79 CT | MIAMI | FL | 33156 | NONE | I | SCHOLARSHIPS | $2,000 | |
| CITLALI AYALA | ||||||||
| 9907 UNIVERSAL BLVD | ORLANDO | FL | 32819 | NONE | I | SCHOLARSHIPS | $1,500 | |
| CODY MILLER | ||||||||
| 111 RIDGEWOOD AVE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,500 | |
| CRISTIAN OCHOA | ||||||||
| 8335 W 18TH LANE | HIALEAH | FL | 33014 | NONE | I | SCHOLARSHIPS | $5,000 | |
| CRISTOFER ROJAS-GARCIA | ||||||||
| 909 SW 1ST ST | FLORIDA CITY | FL | 33034 | NONE | I | SCHOLARSHIPS | $1,500 | |
| DAKOTA ALI | ||||||||
| 215 E ARCADE AVE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| DANIELA SIERRA | ||||||||
| 700 E VENTURA AVE LOT J18 | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| DANIELLE NELL | ||||||||
| 550 NW 3RD ST | HOMESTEAD | FL | 33034 | NONE | I | SCHOLARSHIPS | $5,000 | |
| DARIA PAULIS | ||||||||
| 880 SW 22 ROAD | MIAMI | FL | 33129 | NONE | I | SCHOLARSHIPS | $2,000 | |
| DENISE BERMUDEZ-CANCIOBELLO | ||||||||
| 3730 MCCLINTOCK AVENUE ROOM | LOS ANGELES | CA | 90089 | NONE | I | SCHOLARSHIPS | $2,500 | PKS-438F-1 |
| DIEGO RAMOS | ||||||||
| 211 COLUMBIA PLACE W | CHAPEL HILL | NC | 27516 | NONE | I | SCHOLARSHIPS | $2,000 | |
| DOUGLAS SHAPIRO | ||||||||
| 21276 WAYMOUTH RUN | ESTERO | FL | 33428 | NONE | I | SCHOLARSHIPS | $3,000 | |
| EILEEN PEREZ | ||||||||
| 212 E SUGARLAND CIR | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $1,500 | |
| ELISE BROWN | ||||||||
| 220 ST ESTRIBO ST | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ELIZABETH LEIFER | ||||||||
| 10807 NW 51ST LANE | DORAL | FL | 33178 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ENRIQUE BAUTISTA CHAVEZ | ||||||||
| 1923 STRICKLAND RD | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| FOUZIA RAZA | ||||||||
| 731 CURTISS PKWAY APT 1 | MIAMI SPRINGS | FL | 33166 | NONE | I | SCHOLARSHIPS | $5,000 | |
| GABRIELLA DELUCA | ||||||||
| 5331 S STRELING RANCH CIRCLE | DAVIE | FL | 33314 | NONE | I | SCHOLARSHIPS | $3,000 | |
| GABRIELLA GORDON | ||||||||
| 21379 SW 87TH COURT | MIAMI | FL | 33189 | NONE | I | SCHOLARSHIPS | $5,000 | |
| GASHNER MARCELIN | ||||||||
| 30021 SW 153RD AVE | HOMESTEAD | FL | 33033 | NONE | I | SCHOLARSHIPS | $1,500 | |
| GENESIS LEIVA CERNA | ||||||||
| 20723 SW 122 AVENUE | MIAMI | FL | 33177 | NONE | I | SCHOLARSHIPS | $5,000 | |
| GEORGI VALERO | ||||||||
| 11360 SW 57TH TERRACE | MIAMI | FL | 33173 | NONE | I | SCHOLARSHIPS | $4,000 | |
| GORDON RILEY DICKINSON | ||||||||
| 7731 SW 65 PL | SOUTH MIAMI | FL | 33143 | NONE | I | SCHOLARSHIPS | $1,000 | |
| ISABELLA NINO | ||||||||
| 659 NW 123 PLACE | MIAMI | FL | 33182 | NONE | I | SCHOLARSHIPS | $2,000 | |
| JACQUELINE VILLATORO | ||||||||
| 755 SW 14TH ST | FLORIDA CITY | FL | 33034 | NONE | I | SCHOLARSHIPS | $2,000 | |
| JAYLYNN MORENO | ||||||||
| 411 E ALVERDEZ AVE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JAZMIN VELASQUEZ | ||||||||
| 1042 ADAMS AVE APT F | HOMESTEAD | FL | 33034 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JEAN-PAUL ROJAS | ||||||||
| 11300 SW 131ST ST | MIAMI | FL | 33176 | NONE | I | SCHOLARSHIPS | $2,500 | |
| JENNA LAW | ||||||||
| 408 12TH AVE | EASTMAN | GA | 31023 | NONE | I | SCHOLARSHIPS | $1,500 | |
| JESSICA CATANIA | ||||||||
| 21254 WAYMOUTH RUN | ESTERO | FL | 33928 | NONE | I | SCHOLARSHIPS | $1,500 | |
| JOHANN HERRERA | ||||||||
| 15530 SW 80TH ST APT C208 | MIAMI | FL | 33193 | NONE | I | SCHOLARSHIPS | $1,000 | |
| JOHN PHILLIPS IV | ||||||||
| 2430 SE 17TH STREET APT G | FT LAUDERDALE | FL | 33316 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JONATHAN CAMINA | ||||||||
| 12024 ROYAL WULFF LN | ORLANDO | FL | 32817 | NONE | I | SCHOLARSHIPS | $1,500 | |
| JORDAN MERRILL | ||||||||
| 6515 NW 43RD TERRACE | BOCA RATON | FL | 33496 | NONE | I | SCHOLARSHIPS | $2,000 | |
| JORGE GONZALEZ | ||||||||
| 3571 SW 117TH AVE APT 106 | MIAMI | FL | 33175 | NONE | I | SCHOLARSHIPS | $2,000 | |
| JORGE RODRIGUEZ | ||||||||
| 15830 SEDGEWYCK CIR N | DAVIE | FL | 33331 | NONE | I | SCHOLARSHIPS | $1,250 | |
| JOSE RIVERA | ||||||||
| 2515 SW 35TH PL UNIT 120 | GAINESVILLE | FL | 32608 | NONE | I | SCHOLARSHIPS | $2,000 | |
| JOSE FERNANDO FERNANDEZ FINALE | ||||||||
| 320 NW 38 CT | MIAMI | FL | 33126 | NONE | I | SCHOLARSHIPS | $2,000 | |
| JOSEPH DELUCA | ||||||||
| 18442 ALYDAR WAY | BOCA RATON | FL | 33496 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JOSHUA LARA | ||||||||
| 174 CARROLL STREET | ISLAMORADA | FL | 33036 | NONE | I | SCHOLARSHIPS | $5,000 | |
| JOSHUA PUERTA | ||||||||
| 12233 SW 148 TERR | MIAMI | FL | 33186 | NONE | I | SCHOLARSHIPS | $2,500 | |
| JUAN FONSECA | ||||||||
| 10126 YEOMAN LANE | ROYAL PALM BEACH | FL | 33411 | NONE | I | SCHOLARSHIPS | $3,000 | |
| JULIAN ROMERO | ||||||||
| 845 N TREBOL STREET | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| KADIE HELVEY | ||||||||
| 1320 SE 21ST ST | OKEECHOBEE | FL | 34974 | NONE | I | SCHOLARSHIPS | $2,000 | |
| KALEI SUTTON | ||||||||
| 920 SAWGRASS ST | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| KALIANA ALI | ||||||||
| 215 E ARCADE AVE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $1,500 | |
| KAYLEE SWARTZ | ||||||||
| 2335 MALAYA COURT | PUNTA GORDA | FL | 33983 | NONE | I | SCHOLARSHIPS | $2,000 | |
| KELLY GOMEZ | ||||||||
| 1550 OLD US HWY 27 LOT 69 | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| KENNETH MILLS | ||||||||
| 256 ROSEDALE DRIVE | MIAMI SPRINGS | FL | 33166 | NONE | I | SCHOLARSHIPS | $2,000 | |
| KEVIN GUTMAN | ||||||||
| 2096 GUADELOUPE DR | WELLINGTON | FL | 33414 | NONE | I | SCHOLARSHIPS | $5,000 | |
| KIMBERLY LYNCH | ||||||||
| 12691 SW 144TH TERR | MIAMI | FL | 33186 | NONE | I | SCHOLARSHIPS | $5,000 | |
| KIMETA GRANT | ||||||||
| 1720 SW 37TH ST APT 246 | GAINESVILLE | FL | 32608 | NONE | I | SCHOLARSHIPS | $750 | |
| KIRA ZAUTCKE | ||||||||
| 9640 PINEAPPLE PRESERVE CT | FT MYERS | FL | 33908 | NONE | I | SCHOLARSHIPS | $1,500 | |
| KIYAH COCO | ||||||||
| 1007 PONCE DE LEON AVENUE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $5,000 | |
| LACEY BUCHWALD | ||||||||
| 9771 SW 99TH ST | MIAMI | FL | 33176 | NONE | I | SCHOLARSHIPS | $2,500 | |
| LAKE GOODWIN | ||||||||
| 180 HUNTLEY OAKS BLVD | LAKE PLACID | FL | 33852 | NONE | I | SCHOLARSHIPS | $1,000 | |
| LANDON CHARLES GOODWIN | ||||||||
| 180 HUNTLEY OAKS BLVD | LAKE PLACID | FL | 33852 | NONE | I | SCHOLARSHIPS | $1,000 | |
| LAUREN GREGORY | ||||||||
| 15325 PALMETTO LAKE DRIVE | MIAMI | FL | 33157 | NONE | I | SCHOLARSHIPS | $4,000 | |
| LAUREN NICHOLS | ||||||||
| 1255 STILLWELL ROAD | BELLE GLADE | FL | 33430 | NONE | I | SCHOLARSHIPS | $4,000 | |
| LUZ EILETZ BOTTARO | ||||||||
| 1931 NW 182ND TERRACE | PEMBROKE PINES | FL | 33029 | NONE | I | SCHOLARSHIPS | $2,500 | |
| MADISON TILTON | ||||||||
| 8626 REDWOOD DR | ST JAMES CITY | FL | 33956 | NONE | I | SCHOLARSHIPS | $2,000 | |
| MARGARET FARRELL | ||||||||
| 3350 SW 27TH AVENUE 1904 | MIAMI | FL | 33133 | NONE | I | SCHOLARSHIPS | $1,500 | |
| MARIA E ORELLANA | ||||||||
| 3657 SW 23RD ST | MIAMI | FL | 33145 | NONE | I | SCHOLARSHIPS | $1,500 | |
| MARY ALFANO | ||||||||
| 6220 SW 85TH ST | MIAMI | FL | 33143 | NONE | I | SCHOLARSHIPS | $2,000 | |
| MARY FULLENKAMP | ||||||||
| 12801 TREELINE COURT | N FORT MYERS | FL | 33903 | NONE | I | SCHOLARSHIPS | $4,000 | |
| MASON LAW | ||||||||
| 408 12TH AVE | EASTMAN | GA | 31023 | NONE | I | SCHOLARSHIPS | $2,000 | |
| MATTHEW COLAS | ||||||||
| 14764 SW 71 TERRACE | MIAMI | FL | 33193 | NONE | I | SCHOLARSHIPS | $3,000 | |
| MATTHEW MONTERO | ||||||||
| 2300 SW 22 AVE | MIAMI | FL | 33145 | NONE | I | SCHOLARSHIPS | $4,000 | |
| MICHAEL PENARANDA | ||||||||
| 5720 SW 94TH PLACE | MIAMI | FL | 33173 | NONE | I | SCHOLARSHIPS | $4,000 | |
| MICHELLE REGO | ||||||||
| 2097 EVERHIGH ACRES RD | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $1,500 | |
| MIRANDA GIDDENS | ||||||||
| 75 N WOODWARD AVE UNIT 5000 | TALLAHASSEE | FL | 32313 | NONE | I | SCHOLARSHIPS | $4,000 | |
| MOLLY STEVENSON | ||||||||
| 1110 NE 3RD ST | BELLE GLADE | FL | 33430 | NONE | I | SCHOLARSHIPS | $1,500 | |
| NALDO SABY | ||||||||
| 1434 NW 1ST CT | HOMESTEAD | FL | 33034 | NONE | I | SCHOLARSHIPS | $2,000 | |
| NATALIE ABRAHANTES | ||||||||
| 226 NW 35 AVENUE | MIAMI | FL | 33125 | NONE | I | SCHOLARSHIPS | $1,500 | |
| NELLIE BLANCO | ||||||||
| P O BOX 1374 | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| NEYDEL REGO | ||||||||
| 2097 EVERHIGH ACRES RD | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,500 | |
| NICHOLAS POLO | ||||||||
| 3041 SW 134TH COURT | MIAMI | FL | 33175 | NONE | I | SCHOLARSHIPS | $4,000 | |
| NICOLAS POVEDA | ||||||||
| 593 W 49TH ST | MIAMI BEACH | FL | 33140 | NONE | I | SCHOLARSHIPS | $5,000 | |
| NICOLE MONSALVE | ||||||||
| 4870 FRATTINA ST | AVE MARIA | FL | 34142 | NONE | I | SCHOLARSHIPS | $2,000 | |
| OLGA SOSA | ||||||||
| 917 SW 6TH PLACE | FLORIDA CITY | FL | 33034 | NONE | I | SCHOLARSHIPS | $4,000 | |
| PATRICK KETTEL | ||||||||
| 10547 NW 57 ST | DORAL | FL | 33178 | NONE | I | SCHOLARSHIPS | $2,000 | |
| PETER WORKMAN | ||||||||
| 15690 BULL RUN RD APT 187 | MIAMI | FL | 33014 | NONE | I | SCHOLARSHIPS | $2,500 | |
| RACHEL KURTZ | ||||||||
| 150 K SQUARE ROAD | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| REESE KATHRYN DAVIS | ||||||||
| 3474 BRONSON ROAD | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $1,500 | |
| ROSEMARY RUBIO | ||||||||
| 1142 PONY PLACE | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ROSHNI BISOONDIAL | ||||||||
| 15671 SW 100TH AVE | MIAMI | FL | 33157 | NONE | I | SCHOLARSHIPS | $1,500 | |
| RYLIE PATTERSON | ||||||||
| 1358 WAGON TRAIL | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $1,500 | |
| SADIE GASKINS | ||||||||
| 1079 ARGOSY CIRCLE | LABELLE | FL | 33935 | NONE | I | SCHOLARSHIPS | $1,500 | |
| SALVADOR BLANCO | ||||||||
| 6835 TAMIAMI CANAL ROAD | MIAMI | FL | 33126 | NONE | I | SCHOLARSHIPS | $4,000 | |
| SAMANTHA ROMAIN | ||||||||
| 14424 SW 297 TERRACE | HOMESTEAD | FL | 33033 | NONE | I | SCHOLARSHIPS | $4,000 | |
| SARAH MARENCO | ||||||||
| 1190 NW 123 PL | MIAMI | FL | 33182 | NONE | I | SCHOLARSHIPS | $1,500 | |
| SEBASTION VARGAS | ||||||||
| 11367 SW 161ST PLACE | MIAMI | FL | 33196 | NONE | I | SCHOLARSHIPS | $500 | |
| SMYRNE ROMAIN | ||||||||
| 14424 SW 297 TERR | HOMESTEAD | FL | 33033 | NONE | I | SCHOLARSHIPS | $2,000 | |
| SOPHIA ACOSTA | ||||||||
| 7955 SW 21 TERRACE | MIAMI | FL | 33155 | NONE | I | SCHOLARSHIPS | $3,000 | |
| SYDNEY SCANLON | ||||||||
| 935 CASTILE PLACE | CORAL GABLES | FL | 33134 | NONE | I | SCHOLARSHIPS | $2,000 | |
| TAYLOR GRAHAM | ||||||||
| 5744 THOMASTON ROAD UNIT 5307 | MACON | GA | 312205459 | NONE | I | SCHOLARSHIPS | $2,000 | |
| TAYLOR MARTIN | ||||||||
| 1602 PALM LANE | LABELLE | FL | 33935 | NONE | I | SCHOLARSHIPS | $2,000 | |
| TRACIE BRANCH | ||||||||
| PO BOX 785 | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $2,500 | |
| VICTORIA POVEDA | ||||||||
| 593 W 49TH ST | MIAMI BEACH | FL | 33140 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ZACHARY DYKES | ||||||||
| 2314 CENTER DR | VIDALIA | GA | 30474 | NONE | I | SCHOLARSHIPS | $1,500 | |
| ZANAYA TULLOCH | ||||||||
| PO BOX 1065 | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ZINAL PATEL | ||||||||
| 335 W SUGARLAND HWY | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $3,000 | |
| BACKUS GALLERY & MUSEUM | ||||||||
| 500 N INDIAN RIVER | FORT PIERCE | FL | 34950 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| BISCAYNE NATURE CENTER | ||||||||
| 6767 CRANDON BLVD | KEY BISCAYNE | FL | 33149 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| BRANCHES INC | ||||||||
| 11500 NW 12TH AVENUE | MIAMI | FL | 33168 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| BROWARD COLLEGE FOUNDATION | ||||||||
| 111 E LAS OLAS BLVD 11 | FT LAUDERDALE | FL | 33301 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| CHURCH OF THE LITTLE FLOWER | ||||||||
| 2711 INDIAN MOUND TRAIL | CORAL GABLES | FL | 33134 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| CLEWISTON CHRISTIAN SCHOOL INC | ||||||||
| PO BOX 129 | CLEWISTON | FL | 33440 | N/A | PC | GENERAL SUPPORT, SCHOLARSHIPS | $26,000 | |
| CORAL GABLES COMMUNITY FOUNDATION | ||||||||
| 1825 PONCE DE LEON BLVD 447 | CORAL GABLES | FL | 33134 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY | ||||||||
| 505 SOUTH CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | N/A | PC | GENERAL SUPPORT (US SUGAR) | $1,000 | |
| FISHERS ISLAND CONSERVANCY | ||||||||
| PO BOX 553 | FISHERS ISLAND | NY | 06390 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FLORIDA HOUSE-WASHINGTON DC | ||||||||
| NO 1 2ND ST NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| IMMOKALEE FOUNDATION | ||||||||
| 3960 RADIO ROAD 207 | NAPLES | FL | 34104 | N/A | PC | HEAVY EQUIPMENT TECH PROGRAM | $25,000 | |
| ISLAND HEALTH PROJECT | ||||||||
| PO BOX 344 | FISHERS ISLE | NY | 06390 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| JDRF | ||||||||
| 1 N LASALLE ST SUITE 1200 | CHICAGO | IL | 60602 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| JUNIOR LEAGUE OF MIAMI INC | ||||||||
| 713 BILTMORE WAY | CORAL GABLES | FL | 33134 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| MD ANDERSON CANCER CENTER | ||||||||
| PO BOX 4464 | HOUSTON | TX | 772104464 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| MONTGOMERY BOTANICAL CENTER | ||||||||
| 11901 OLD CUTLER ROAD | MIAMI | FL | 33156 | N/A | POF | GENERAL SUPPORT | $66,741 | |
| MOORE HAVEN SCHOLARSHIP ORGANIZATION | ||||||||
| PO BOX 795 | MOORE HAVEN | FL | 33471 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NICKLAUS CHILDREN'S HOSPITAL | ||||||||
| 3100 SW 62 AVE | MIAMI | FL | 33155 | N/A | PC | HEMATOLOGY/ONCOLOGY DIVISION | $15,000 | |
| PALM BEACH ATLANTIC UNIVERSITY | ||||||||
| PO BOX 24708 | WEST PALM BCH | FL | 334164708 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ROLLINS COLLEGE - ANNUAL FUND | ||||||||
| 1000 HOLT AVE 2756 | WINTER PARK | FL | 32789 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ST JOHN'S CHURCH -FISHERS ISLAND NY | ||||||||
| PO BOX 505 | FISHERS ISLAND | NY | 06390 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| 5692 N KENDALL DRIVE | CORAL GABLES | FL | 33156 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| THE BARNACLE SOCIETY | ||||||||
| 3485 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| THE GARDEN CONSERVANCY | ||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE LIGHTHOUSE WORKS | ||||||||
| 2500 KUNZE AVE | ORLANDO | FL | 32806 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE UNION CHAPEL | ||||||||
| PO BOX 192 | FISHERS ISLAND | NY | 06390 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE VILLAGERS | ||||||||
| PO BOX 141843 | CORAL GABLES | FL | 331141843 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| UOTS-CANCER CAMP ACCOUNT (MCH) | ||||||||
| 3100 SW 62 AVENUE | MIAMI | FL | 33155 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| YMCA OF SOUTH FLORIDA | ||||||||
| 900 SE 3RD AVE 300 | FORT LAUDERDALE | FL | 33316 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $639,741 | 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 | $3,223 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $470,193 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,011,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,484,651 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,484,651 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREP AND COMPLIANCE | CategoryTxt |
| Amt | $5,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $128,519 | $121,240 |
| AMERICAN EXPRESS CO | $100,504 | $97,407 |
| ANHEUSER-BUSH INBEV WOR | $135,930 | $123,671 |
| BANK OF AMERICA CORP | $100,745 | $98,772 |
| BANK OF NEW YORK MELLON | $100,337 | $97,976 |
| BAT CAPITAL CORP | $128,531 | $120,408 |
| BNP PARIBAS | $100,041 | $99,741 |
| BP CAP MARKETS AMERICA | $128,969 | $120,131 |
| CAPITAL ONE FINANCIAL CD | $97,580 | $96,197 |
| CHARLES SCHWAB CORP | $133,636 | $120,975 |
| CITIGROUP INC | $101,092 | $96,281 |
| CSX CORP | $125,993 | $116,944 |
| ENTERPIRSE PRODUCTS OPER | $99,694 | $97,297 |
| EXELON CORP | $112,418 | $93,073 |
| FIFTH THIRD BANCORP | $141,158 | $119,838 |
| FISERV INC | $127,788 | $112,781 |
| FISERV INC | $128,179 | $120,395 |
| GENERAL ELECTRIC CO | $128,588 | $109,475 |
| GENERAL MILLS INC | $142,252 | $121,019 |
| GLOBAL PAYMENTS INC | $123,329 | $109,075 |
| GOLDMAN SACHS GROUP | $100,663 | $98,686 |
| HOME DEPOT INC | $100,990 | $98,855 |
| JOHN DEERE CAPITAL GROUP | $101,865 | $99,213 |
| JPMORGAN CHASE & CO | $126,471 | $115,630 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (123 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KINDER MORGAN INC | $99,870 | $99,913 |
| LAM RESEARCH CORP | $114,547 | $95,449 |
| LOCKHEED MARTIN CORP | $1,073 | $972 |
| MARSH & MCLENNAN COS INC | $100,445 | $98,645 |
| MCDONALD'S CORP | $124,963 | $119,174 |
| METLIFE INC | $100,905 | $98,224 |
| MORGAN STANLEY | $100,890 | $97,778 |
| MPLX LP | $133,640 | $118,151 |
| ORACLE CORP | $100,491 | $97,507 |
| ROYAL BANK OF CANADA | $115,787 | $111,273 |
| STATE STREET CORP | $100,682 | $98,760 |
| STATE STREET CORP | $100,778 | $97,626 |
| T-MOBILE USA INC | $133,065 | $117,896 |
| UNION PACIFIC CORP | $112,563 | $94,495 |
| US BANCORP | $100,624 | $98,717 |
| VERIZON COMM | $139,849 | $121,918 |
| WELLS FARGO & COMPANY | $97,944 | $97,032 |
| ALLIANT ENERGY CORP | $51,603 | $220,840 |
| AMERISOURCEBERGEN CORP | $51,136 | $397,704 |
| APPLIED MATERIAL INC | $48,956 | $262,926 |
| AT&T INC | $37,326 | $23,013 |
| AUTOMATIC DATA PROC 2,350 SHARES | $63,482 | $561,321 |
| AVNET INC | $50,401 | $51,351 |
| BELDEN CDT INC | $50,701 | $143,800 |
| BROADRIDGE FINL | $7,779 | $78,734 |
| COCA COLA COM | $96,375 | $228,996 |
| CVS | $94,598 | $109,219 |
| DU PONT E I NEMOURS | $23,478 | $28,413 |
| DUKE ENERGY COPR NEW | $101,965 | $233,169 |
| EASTMAN CHEMICAL CO | $45,332 | $162,880 |
| ELEVANCE HEALTH INC | $61,165 | $512,970 |
| ENTERGY CORP NEW | $68,973 | $112,500 |
| EXXON MOBIL | $190,965 | $551,942 |
| GLAXOSMITHKLINE PLC ADR | $40,948 | $27,128 |
| INTL BUSINESS MACHINES | $47,256 | $84,534 |
| JOHNSON AND JOHNSON COM | $50,052 | $132,488 |
| LOWE'S COMPANIES INC | $66,417 | $533,963 |
| L3HARRIS TECHNOLOGIES | $56,705 | $270,673 |
| NEXTRA ENERGY INC SHS (FPL) | $148,393 | $986,480 |
| NORFOLK SOUTHERN CORP | $50,639 | $357,309 |
| NORTHERN TRUST CORP | $98,015 | $159,282 |
| ORACLE CORP | $27,485 | $163,480 |
| PRUDENTIAL FINANCIAL INC | $53,029 | $59,676 |
| RAYONIER INC | $33,311 | $74,160 |
| SEMPRA ENERGY | $100,890 | $309,080 |
| SOUTH JERSEY IND | $97,627 | $170,544 |
| SOUTHERN COMPANY | $185,908 | $403,467 |
| UNITEDHEALTH GROUP INC | $58,046 | $705,139 |
| VERIZON COMMUNICATIONS COM | $95,247 | $130,020 |
| WAL-MART STORES | $96,951 | $255,222 |
| BLACKROCK MULTI ASSET | $1,342,228 | $1,194,619 |
| MUTUAL FUNDS/CEF/UIT | $32,071 | $25,486 |
| ABBOT LABS | $32,784 | $30,851 |
| ALPHABET INC SHS CL A | $158,707 | $130,580 |
| AMAZON COM INC COM | $155,804 | $104,328 |
| AMER EXPRESS COMPANY | $41,411 | $36,199 |
| AMGEN INC COM | $11,465 | $12,081 |
| APPLE INC | $215,928 | $195,545 |
| BLACKROCK INC | $66,675 | $70,154 |
| BOEING COMPANY | $29,456 | $29,716 |
| BRISTOL-MYERS SQUIBB CO | $106,303 | $100,802 |
| BROADCOM INC | $99,512 | $100,084 |
| CHEVRON CORP | $98,026 | $112,540 |
| CIGNA CORP REG SHS | $64,314 | $76,540 |
| COMCAST CORP NEW CL A | $27,203 | $21,227 |
| CONOCOPHILLIPS | $42,473 | $54,516 |
| COSTCO WHOLESALE CRP DEL | $108,835 | $92,670 |
| CROWN CASTLE INC | $37,851 | $29,298 |
| CSX CORP | $21,255 | $19,363 |
| DANAHER CORP DEL COM | $53,991 | $56,534 |
| DEERE CO | $11,538 | $12,863 |
| EATON CORP PLC | $9,418 | $10,202 |
| ELEVANCE HEALTH INC | $63,893 | $69,764 |
| ELI LILLY & CO | $7,873 | $10,609 |
| EMERSON ELEC CO | $14,481 | $15,370 |
| ENTERGY CORP NEW | $28,027 | $25,875 |
| EQUITY RESIDENTIAL REIT | $22,421 | $15,576 |
| EXXON MOBIL CORP COM | $23,682 | $31,105 |
| FIFTH THIRD BANCORP | $34,260 | $29,923 |
| GENL DYNAMICS CORP COM | $25,235 | $25,555 |
| HEWLETT PACKARD | $21,422 | $22,504 |
| HILTON WORLDWIDE | $45,850 | $38,413 |
| HOME DEPOT INC | $54,089 | $55,907 |
| HONEYWELL INTL INC DEL | $87,879 | $100,935 |
| JOHNSON AND JOHNSON COM | $31,005 | $29,854 |
| JPMORGAN CHASE & CO | $134,793 | $146,437 |
| KINDER MORGAN INC DEL | $25,174 | $24,697 |
| KRAFT (THE) HEINZ CO SHS | $3,492 | $3,501 |
| MAGNA INTL INC CL A VTG | $22,460 | $20,955 |
| MARVELL TECHNOLOGY GROUP | $58,738 | $41,040 |
| MCDONALDS CORP COM | $69,444 | $67,464 |
| MEDTRONIC PLC SHS | $42,845 | $30,777 |
| MICROSOFT CORP | $252,011 | $270,277 |
| NEXTERA ENERGY INC SHS | $23,153 | $71,645 |
| NORTHROP GRUMMAN CORP | $31,676 | $32,191 |
| NUTRIEN LTD REG SHS | $29,106 | $22,274 |
| O'REILLY AUTOMOTIVE INC | $28,955 | $29,541 |
| PALO ALTO NETWORKS INC | $57,833 | $49,397 |
| PARKER HANNIFIN CORP | $40,749 | $43,650 |
| PEPSICO INC | $28,919 | $29,628 |
| PRINCIPAL FINANCIAL GRP | $37,939 | $45,401 |
| PROCTER & GAMBLE CO | $99,926 | $94,877 |
| PROGRESSIVE CRP OHIO | $80,995 | $89,759 |
| PROLOGIS INC | $59,040 | $44,077 |
| REALTY INCM CRP MD PV$1. | $39,647 | $34,887 |
| SCHLUMBERGER LTD | $35,595 | $45,174 |
| SCHWAB CHARLES CORP | $31,065 | $32,138 |
| STARBUCKS CORP | $60,497 | $65,075 |
| SYNCHRONY FINL COM | $24,592 | $23,363 |
| TARGET CORP COM | $13,213 | $9,091 |
| TEXAS INSTRUMENTS | $29,858 | $31,392 |
| THERMO FISHER SCIENTIFIC | $71,973 | $73,792 |
| TORONTO DOMINION BANK | $101,189 | $91,571 |
| TRUIST FINL CORP | $24,817 | $20,956 |
| UNION PACIFIC CORP | $63,239 | $56,530 |
| UNITED PARCEL SVC CL B | $15,740 | $14,950 |
| UNITEDHEALTH GROUP INC | $27,126 | $39,764 |
| VERIZON COMMUNICATNS COM | $39,300 | $31,756 |
| VISA INC CL A SHRS | $105,411 | $110,528 |
| WALMART INC | $67,932 | $62,104 |
| WILLIAMS COMPANIES DEL | $16,980 | $19,115 |
| XCEL ENERGY INC | $43,848 | $42,066 |
| ZOETIS INC | $68,074 | $57,008 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $849,325 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $801,262 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGE | $112 | $0 | $112 |
| OFFICE EXPENSE | $590 | $0 | $590 |
| POSTAGE | $180 | $0 | $180 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $62 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUMULATIVE BOOK-TO-TAX ADJUSTMENT | Desc |
| Amt | $8,459 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $78,525 | $78,525 | $0 |
| ML ACCOUNT FEES | $1,783 | $1,783 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $0 | $0 | $0 |
| FOREIGN TAX | $1,549 | $1,549 | $0 |