J M RUBIN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- J M RUBIN FOUNDATION INC (EIN 59-1958240)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-05-25
- IRS object ID
- 202241459349100209
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-25T13:11:36-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591958240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM RUBIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JMRU | BusinessNameControlTxt |
| Phone | 5618333309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE NO 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY L HARRIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5618333309 | PhoneNum |
| Signature | 2022-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | HARRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S DONTEN | PreparerPersonNm |
| PTIN | P00021956 | PTIN |
| Phone | 5618329292 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $73,277,858 | 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 | $137 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $137 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,282,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,282,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,552,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,980,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,552,949 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,836,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,836,041 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $574,726 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $350,936 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $223,790 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $45,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $311,098 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $187,462 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $123,636 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,262 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $833 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $173,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $173,135 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $554 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,603 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,467 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,117 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $136,162 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $57,188 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $78,974 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,566 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,970 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,596 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,495 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,203 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $293 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,582 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,368 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,397,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $833,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $474,544 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,509,903 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,509,903 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,907,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $833,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,984,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,070,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,002,704 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,253,832 | CashBOYAmt |
| Cash EOY | $7,958,875 | CashEOYAmt |
| Cash EOYFMV | $7,958,875 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $20,391 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,403 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,403 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $118,706 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $118,261 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,378,119 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,644,066 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,149,123 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,725,446 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,757,756 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $125,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,374 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $255,872 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $163,806 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $104,183 | LandBOYAmt |
| Land EOY | $92,066 | LandEOYAmt |
| Land EOYFMV | $92,066 | LandEOYFMVAmt |
| Other Assets BOY | $18,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $75,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,774,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,703,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,277,858 | 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 | $43,774,525 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,703,530 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,774,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,703,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,774,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,703,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,774,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,070,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,703,530 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,703,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $6,980,500 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,427,551 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,552,949 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,552,949 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,552,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,838 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,838 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,370 | 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 | $65,370 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,532 | OverpaymentAmt |
| Applied To ES Tax | $27,838 | AppliedToESTaxAmt |
| Refund | $9,694 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY S HARPER | IndividualWithBooksNm |
| Phone | 5618333309 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DR STE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334016163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY S HARPER | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | PRESIDENT | 40.00 | $317,865 | $123,486 | $0 |
| KIMBERLY L HARRIS | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | VP/TREASURER | 40.00 | $137,861 | $106,200 | $0 |
| LAUREL T BAKER | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $42,000 | $8,632 | $0 |
| EDWARD R GRIFFIN | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $42,000 | $12,327 | $0 |
| BARBARA S NOBLE | ||||||||
| 505 S FLAGLER DRIVE STE 1320 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 2.00 | $35,000 | $14,018 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FLAGLER DR SUITE 700E | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $172,294 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,850,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,094,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $199,682 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,144,719 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,144,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,097,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,047,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,602,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,602,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,838 | TotalTaxAmt |
| Distributable Before Adj | $3,574,539 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,574,539 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,574,539 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,984,447 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,984,447 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,984,447 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,574,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,860,282 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,984,447 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,860,282 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,450,374 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIMBERLY L HARRIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE STE 1320 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5618333309 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE ONLINE AT WWW.JMRF.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIP APPLICANTS MUST BE U.S. CITIZENS WHO ARE BONA FIDE RESIDENTS OF PALM BEACH COUNTY, FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 211 PALM BEACHTREASURE COAST | |||||||
| PO BOX 3588 | LANTANA | FL | 33465 | PC | SUPPORT | $5,500 | |
| ADOPT-A FAMILY OF THE PALM BEACHES INC | |||||||
| 1712 SECOND AVE NORTH | LAKE WORTH | FL | 334603210 | PC | SUPPORT | $25,000 | |
| AID TO VICTIMS OF DOMESTIC ABUSE | |||||||
| PO BOX 6161 | DELRAY BEACH | FL | 33482 | PC | SUPPORT | $5,000 | |
| ALS ASSOCIATION | |||||||
| 3242 PARKSIDE CENTER CIRCLE | TAMPA | FL | 33619 | PC | SUPPORT | $2,000 | |
| ALZHEIMER'S COMMUNITY CARE ASSOCIATION | |||||||
| 800 NORTHPOINT PARKWAY SUITE 101-B | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $30,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 2300 CENTREPARK WEST DRIVE | WEST PALM BEACH | FL | 33409 | PC | SUPPORT | $15,000 | |
| BEST FOOT FORWARD | |||||||
| 9045 LA FONTANA BLVD STE 111 | BOCA RATON | FL | 33434 | PC | SUPPORT | $5,500 | |
| BIOLA UNIVERSITY | |||||||
| OFFICE OF FINANCIAL AID 13800 BIOLA | LA MIRADA | CA | 90639 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $14,300 | AVENUE |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 334021946 | PC | SUPPORT | $500 | |
| CANCER ALLIANCE | |||||||
| 350 SOUTH COUNTY ROAD | PALM BEACH | FL | 33480 | PC | SUPPORT | $3,000 | |
| CARNEGIE MELLON UNIVERSITY | |||||||
| WARNER HALL ENROLLMENT SERVICES | PITTSBURGH | PA | 15213 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $2,750 | A-19 |
| CARP | |||||||
| 1626 OLD OKEECHOBEE RD | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $5,000 | |
| CENTER FOR CHILD COUNSELING | |||||||
| 8895 N MILITARY TRAIL STE 300C | PALM BEACH GARDENS | FL | 33410 | PC | SUPPORT | $500 | |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 425 24TH STREET | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $10,000 | |
| CHILDREN & FAMILY CHARITY INC | |||||||
| 226 SKYLARK POINT | JUPITER | FL | 33458 | PC | SUPPORT | $1,000 | |
| COLUMBIA UNIVERSITY | |||||||
| OFFICE OF SCHOLARSHIPS 100 HAMILTON | NEW YORK | NY | 10027 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $4,490 | HALL 1130 AMSTERDAM AVE |
| CYSTIC FIBROSIS FOUNDATION PALM BEACH | |||||||
| 700 SOUTH DIXIE HWY SUITE 100 | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $10,000 | |
| DARTMOUTH COLLEGE | |||||||
| 6024 MCNUTT HALL | HANOVER | NH | 037553541 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $30,096 | |
| EMBRY RIDDLE AERONAUTICAL UNIVERSITY | |||||||
| 600 SOUTH CLYDE MORRIS BLVD | DAYTONA BEACH | FL | 32114 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $5,400 | |
| EMORY UNIVERSITY | |||||||
| STUDENT FINANCIAL SVCS 101 | ATLANTA | GA | 30322 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | BOISFEUILLET JONES CENTER |
| EQUINE ASSISTED THERAPIES OF SOUTH FL | |||||||
| PO BOX 273542 | BOCA RATON | FL | 33427 | PC | SUPPORT | $1,000 | |
| FAU FOUNDATION INC | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 334319957 | PC | SUPPORT | $75,000 | |
| FLORIDA ATLANTIC UNIVERSITY | |||||||
| PO BOX 3091 | BOCA RATON | FL | 33431 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $7,200 | |
| FLORIDA COLLEGE | |||||||
| OFFICE OF FINANCIAL AID 119 N GLEN | TEMPLE TERRACE | FL | 33167 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $4,600 | ARVEN AVENUE |
| FLORIDA GULF COAST UNIVERSITY | |||||||
| 10501 FGCU BLVD SOUTH | FT MYERS | FL | 33965 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $7,100 | |
| FLORIDA SHERIFFS YOUTH RANCHES INC | |||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | PC | SUPPORT | $75,000 | |
| FLORIDA STATE UNIVERSITY | |||||||
| SCHOLARSHIP OFFICE ROOM 2417 | TALLAHASSEE | FL | 323061023 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $81,600 | UNIVERSITY CENTER |
| FLORIDA TAXWATCH | |||||||
| 106 NORTH BRONOUGH STREET | TALLAHASSEE | FL | 32301 | PC | SUPPORT | $55,000 | |
| FORUM CLUB OF THE PALM BEACHES | |||||||
| PO BOX 14877 | NORTH PALM BEACH | FL | 33408 | PC | SUPPORT | $13,500 | |
| GEORGE WASHNGTON UNIVERSITY | |||||||
| OFFICE OF STUDENT FINANCIAL AID | ASHBURN | VA | 20147 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $27,000 | 45155 RESEARCH PLACE SUITE 340 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| OFFICE OF STUDENT FINANCIAL AID | ATLANTA | GA | 303320460 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $32,000 | SCHOLARSHIP COORDINATOR |
| GIRL SCOUTS OF SOUTHEAST FLORIDA | |||||||
| 1224 WEST INDIANTOWN ROAD | JUPITER | FL | 33458 | PC | SUPPORT | $7,500 | |
| GULFSTREAM COUNCIL BSA | |||||||
| 8335 NORTH MILITARY TRAIL | PALM BEACH GARDENS | FL | 334106329 | PC | SUPPORT | $75,000 | |
| HISTOTICAL SOCIETY OF PALM BEACH COUNTY | |||||||
| 300 NORTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $28,000 | |
| HARVARD UNIVERSITY | |||||||
| 801 SMITH CAMPUS CENTER 1350 | CAMBRIDGE | MA | 02138 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $12,250 | MASSACHUSETTS AVE |
| JACK THE BIKE MAN | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 334164708 | PC | SUPPORT | $25,000 | |
| JULLIARD SCHOOL | |||||||
| OFFICE OF FIN AID 60 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | PLAZA |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | PC | SUPPORT | $50,000 | |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BOULVEVARD | WEST PALM BEACH | FL | 33401 | PC | SUPPORT | $51,000 | |
| LEEDS ENDOWMENT | |||||||
| 435 SOUTHERN BOULEVARD | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $3,000 | |
| LIBERTY UNIVERSITY | |||||||
| STUDENT ACCTS OFFICE PO BOX 10425 | LYNCHBURG | VA | 24506 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $29,700 | |
| LIGHTHOUSE FOR THE BLIND | |||||||
| 1710 TIFFANY DRIVE EAST | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $4,500 | |
| MAKE A WISH FOUNDATION | |||||||
| 4491 S STATE ROAD 7 SUITE 201 | FT LAUDERDALE | FL | 33314 | PC | SUPPORT | $10,000 | |
| MAX PLANCK FLORIDA FOUNDATION INC | |||||||
| ONE MAX PLANCK WAY | JUPITER | FL | 33458 | PC | SUPPORT | $26,000 | |
| MEALS ON WHEELS | |||||||
| 1003 ALLENDALE ROAD | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $3,000 | |
| NAMI PALM BEACH COUNTY INC | |||||||
| 5205 GREENWOOD AVENUE STE 110 | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $25,000 | |
| NORTHEASTERN UNIVERSITY | |||||||
| OFFICE OF STUDENT FINL SVCS 354 | BOSTON | MA | 02115 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $8,000 | RICHARDS HALL |
| NEW YORK UNIVERSITY | |||||||
| OFFICE OF BURSAR 383 LAFAYETTE ST | NEW YORK | NY | 10003 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $24,500 | 1ST FLOOR |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| OFFICE OF THE UNIVERSITY REGISTRAR | FORT LAUDERDALE | FL | 333147796 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $10,400 | 3301 COLLEGE AVENUE |
| OHIO STATE UNIVERSITY | |||||||
| OFFICE OF THE BURSAR PO BOX 183248 | COLUMBUS | OH | 432183248 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | |
| OPPORTUNITY INC | |||||||
| 1713 QUAIL DRIVE | WEST PALM BEACH | FL | 33409 | PC | SUPPORT | $55,000 | |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334164708 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $113,600 | |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334164708 | PC | SUPPORT | $53,000 | |
| PALM BEACH HABILITATION CENTER INC | |||||||
| 4522 SOUTH CONGRESS AVENUE | LAKE WORTH | FL | 33461 | PC | SUPPORT | $25,000 | |
| PALM BEACH STATE COLLEGE | |||||||
| FINANCIAL AID OFFICE 4200 CONGRESS | LAKE WORTH | FL | 33461 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $8,200 | AVENUE |
| PLACE OF HOPE | |||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | PC | SUPPORT | $42,500 | |
| PRINCETON UNIVERSITY | |||||||
| UNDERGRADUATE FINANCIAL AID OFFICE | PRINCETON | NJ | 08542 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $1,250 | P O BOX 591 |
| QUANTUM HOUSE | |||||||
| 987 45TH STREET | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $103,000 | |
| REHAB CENTER FOR CHILDREN & ADULTS INC | |||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | PC | SUPPORT | $80,000 | |
| RICHARD DAVID KANN MELANOMA FOUNDATION | |||||||
| 2571 S DIXIE HIGHWAY - SUITE 2A | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $5,000 | |
| RINGLING SCHOOL OF ART AND DESIGN | |||||||
| BURSARS OFFICE 2700 NORTH TAMIAMI | SARASOTA | FL | 342345895 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $33,000 | TRAIL |
| ROSARIAN ACADEMY | |||||||
| 807 NORTH FLAGLER DRIVE | WEST PALM BEACH | FL | 334013799 | PC | SUPPORT | $50,000 | |
| SAMFORD UNIVERSITY | |||||||
| ATTN UNDERGRAD FIN AID OFFICE 800 | BIRMINGHAM | AL | 35229 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $8,000 | LAKESHORE DRIVE |
| SAVANNAH COLLEGE OF ART AND DESIGN | |||||||
| FINANCIAL AID BURSARS OFFICE PROPES | SAVANNAH | GA | 31401 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | HALL |
| SOUTHEASTERN GUIDE DOGS INC | |||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | PC | SUPPORT | $5,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| OFFICE OF FIN AID AND SCHOLARSHIPS | DALLAS | TX | 752750181 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $13,250 | PO BOX 750181 |
| ST CLARE SCHOOL | |||||||
| 821 PROSPERITY FARMS ROAD | NORTH PALM BEACH | FL | 33408 | PC | SUPPORT | $15,000 | |
| ST THOMAS MORE CATHOLIC CHURCH | |||||||
| 10935 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | PC | SUPPORT | $5,000 | |
| THE INTERNATIONAL SOCIETY OF PALM BEACH | |||||||
| 44 COCOANUT ROW M-207C | PALM BEACH | FL | 33480 | PC | SUPPORT | $25,000 | |
| THE LORD'S PLACE | |||||||
| 2808 N AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | PC | SUPPORT | $75,000 | |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | SUPPORT | $55,500 | |
| TULANE UNIVERSITY | |||||||
| OFFICE OF FINANCIAL AID 205 SCIENCE | NEW ORLEANS | LA | 70118 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | ENGINEERING LAB COMPLEX |
| UNIV OF MIAMI BASCOM PALMER EYE INSTITUTE | |||||||
| 7101 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | PC | SUPPORT | $1,000 | |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| FINANCIAL AID OFFICE PO BOX 160113 | ORLANDO | FL | 328160113 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $81,250 | |
| UNIVERSITY OF CHICAGO | |||||||
| OFFICE OF COLLEGE AID 1115 EAST | CHICAGO | IL | 60637 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | 58TH STREET |
| UNIVERSITY OF FLORIDA | |||||||
| OFFICE OF STUDENT FINL AFFAIRS P O | GAINESVILLE | FL | 326114025 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $177,400 | BOX 114025 |
| UNIVERSITY OF MIAMI | |||||||
| STUDENT ACCOUNT SERVICES PO BOX | CORAL GABLES | FL | 33124 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $57,600 | 249115 |
| UNIVERSITY OF MICHIGAN | |||||||
| SCHOLARSHIP UNIT 2500 STUDENT | ANN ARBOR | MI | 48109 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $18,812 | ACTIVITIES BLDG 515 E JEFFERSON ST |
| UNIVERSITY OF NORTH FLORIDA | |||||||
| FINANCIAL AID OFFICE 4567 ST JOHNS | JACKSONVILLE | FL | 322242645 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $1,000 | BLUFF ROAD SOUTH |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| PO BOX 864571 | ORLANDO | FL | 32886 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $50,200 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| FIN AID OFFICE AID COORDINATION 700 | LOS ANGELES | CA | 900890914 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $10,000 | CHILDS WAY JAHH325 |
| UNIVERSITY OF TEXAS | |||||||
| ATTN EMBS 1616 GUADALUPE MAIL STOP | AUSTIN | TX | 78701 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | E3700 |
| URBAN YOUTH IMPACT | |||||||
| PO BOX 222592 | WEST PALM BEACH | FL | 33422 | PC | SUPPORT | $75,000 | |
| VINCEREMOS THERAPEUTIC RIDING CENTER | |||||||
| 13300 6TH COURT N | LOXAHATCHEE | FL | 33470 | PC | SUPPORT | $500 | |
| VITA NOVA | |||||||
| 3111 S DIXIE HWY STE 243 | WEST PALM BEACH | FL | 33405 | PC | SUPPORT | $15,000 | |
| WASHINGTON UNIVERSITY | |||||||
| STUDENT FINANCIAL SERVICES CAMPUS | ST LOUIS | MO | 631304899 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | BOX 1041 ONE BROOKINGS DR |
| WEST PALM BEACH POLICE FOUNDATION | |||||||
| PO BOX 851 | WEST PALM BEACH | FL | 33402 | PC | SUPPORT | $20,000 | |
| WESTERN ACADEMY CHARTER SCHOOL | |||||||
| 650 ROYAL PALM BEACH BOULEVARD | ROYAL PALM BEACH | FL | 33411 | PC | SUPPORT | $45,000 | |
| YALE UNIVERSITY | |||||||
| UNDERGRADUATE FINANCIAL AID OFFICE | NEW HAVEN | CT | 065208288 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $1,750 | PO BOX 208-288 |
| YESHIVA HIGH SCHOOL | |||||||
| 7902 MONTOYA CIRCLE | BOCA RATON | FL | 33433 | PC | SUPPORT | $5,000 | |
| YMCA | |||||||
| 2085 S CONGRESS AVENUE | WEST PALM BEACH | FL | 33406 | PC | SUPPORT | $10,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||
| OFFICE OF SCHOLARSHIPS 11200 SW 8TH | MIAMI | FL | 33199 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $7,200 | ST PC 138 |
| JOHN HOPKINS UNIVERSITY | |||||||
| STUDENT FINL SVCS 146 GARLAND HALL | BALTIMORE | MD | 21218 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $18,005 | |
| ROSE HULMAN INSTITUTE OF TECHNOLOGY | |||||||
| OFFICE OF FINANCIAL AID HADLE HALL | TERRE HAUTE | IN | 47803 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | 104 5500 WABASH AVENUE |
| SOUTHEASTERN UNIVERSITY | |||||||
| FINANCIAL AID DEPT 1000 LONGFELLOW | LAKELAND | FL | 33801 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | BLVD |
| SYRACUSE UNIVERSITY | |||||||
| OFFICE OF FINANCIAL AID 200 BROWNE | SYRACUSE | NY | 13244 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $17,000 | HALL |
| UNIVERSITY OF ALABAMA | |||||||
| STUDENT ACCT SERVICES 105 STUDENT | TUSCALOOSA | AL | 35487 | PC | SCHOLARSHIP FOR THE BENEFIT OF A PARTICULAR STUDENT | $16,000 | SVCS BLDG BOX 870120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,509,903 | 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 | $137 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,282,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,552,949 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,836,041 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,836,041 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,095 | Amt |
| Net Investment Income | $1,262 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $833 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,725,446 | EOYBookValueAmt |
| EOYFMV | $2,757,756 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $31,644,066 | EOYBookValueAmt |
| EOYFMV | $62,149,123 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $118,706 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $118,261 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ASSET BACKED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $125,968 | BookValueAmt |
| EOYFMV | $106,374 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKS OF ART | Desc |
| BOY Book Value | $18,000 | BOYBookValueAmt |
| EOY Book Value | $18,000 | EOYBookValueAmt |
| EOYFMV | $75,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $200 | $0 | $200 |
| DUES AND SUBSCRIPTIONS | $3,577 | $2,155 | $1,422 |
| EQUIPMENT RENTAL/REPAIR | $4,630 | $2,790 | $1,840 |
| LIABILITY INSURANCE | $10,607 | $6,392 | $4,215 |
| LICENSES, TAXES AND FEES | $572 | $344 | $228 |
| MISCELLANEOUS | $3,198 | $0 | $3,198 |
| OFFICE SUPPLIES & EXPENSE | $10,547 | $6,355 | $4,192 |
| POSTAGE AND DELIVERY | $1,360 | $820 | $540 |
| TELEPHONE | $7,776 | $4,686 | $3,090 |
| WORKERS COMP INSURANCE | $1,115 | $672 | $443 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $172,294 | $172,294 | $0 |
| PENSION FEES | $1,395 | $841 | $554 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $77,136 | $0 | $0 |
| FOREIGN TAXES | $8,467 | $8,467 | $0 |