CONNORS FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: CONNORS FOUNDATION INC (EIN 52-2204597)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-06-03
IRS object ID: 202241549349100009
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-06-03T11:46:31-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521731239	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KAPLAN COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	77 S WASHINGTON STREET STE 306	AddressLine1Txt
City	ROCKVILLE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20850	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522204597	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CONNORS FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CONN	BusinessNameControlTxt
Phone	7032160172	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	102 BANYAN ROAD	AddressLine1Txt
City	PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33480	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL CONNORS	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7032160172	PhoneNum
Signature	2022-05-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL	PersonFirstNm
Person Last	CONNORS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	YALE J KAPLAN	PreparerPersonNm
PTIN	P00487649	PTIN
Phone	3017625900	PhoneNum
Preparation	2022-05-24	PreparationDt

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	2021	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	$18,745,084	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	$397	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$397	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$472,321	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$472,321	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$143	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$616	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$426	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$3,955	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$476,816	TotalRevAndExpnssAmt
Total Net Invst Incm	$473,144	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	$8,400	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,460	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,940	AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss	$20,804	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$20,804	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$5,470	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$202	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$5,268	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$34,674	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,662	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$29,012	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$506,350	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$506,350	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$541,024	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,662	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$535,362	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$64,208	ExcessRevenueOverExpensesAmt
Net Investment Income	$467,482	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$4,433,924	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,883,148	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,883,148	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$12,693,062	CorporateStockBOYAmt
Corporate Stock EOY	$14,179,150	CorporateStockEOYAmt
Corporate Stock EOYFMV	$15,861,936	CorporateStockEOYFMVAmt
Other Investments BOY	$84	OtherInvestmentsBOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$17,127,070	TotalAssetsBOYAmt
Total Assets EOY	$17,062,298	TotalAssetsEOYAmt
Total Assets EOYFMV	$18,745,084	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$17,127,070	CapitalStockBOYAmt
Capital Stock EOY	$17,062,298	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$17,127,070	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$17,062,298	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$17,127,070	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$17,062,298	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$17,127,070	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$64,208	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$17,062,862	SubtotalAmt
Other Decreases	$564	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$17,062,298	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	21 SH PERSPECTA INC	PropertyDesc
How Acquired	D	HowAcquiredCd
Acquired	1998-07-22	AcquiredDt
Sold	2021-05-07	SoldDt
Gross Sales Price	$616	GrossSalesPriceAmt
Cost Or Other Basis	$190	CostOrOtherBasisAmt
Gain Or Loss	$426	GainOrLossAmt
Gains Minus Excess Or Losses	$426	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$426	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,498	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$6,498	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$6,498	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$8,565	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	$8,565	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,067	OverpaymentAmt
Applied To ES Tax	$2,067	AppliedToESTaxAmt
Refund	$0	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	DE	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL M CONNORS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7032160172	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	102 BANYAN ROAD	AddressLine1Txt
City	PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33480	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	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd
MICHAEL M CONNORS
102 BANYAN ROAD	PALM BEACH	FL	33480	PRESIDENT	1.00	$0	$0	$0
JULIA B CONNORS
102 BANYAN ROAD	PALM BEACH	FL	33480	VICE PRESIDENT	1.00	$0	$0	$0
KATHLEEN C MUELLER
				DIRECTOR	1.00	$0	$0	$0	80 BRENTWOOD DRIVE	OAKVILLE	ONTARIO	CA	L6J4B6
PATRICK E CONNORS
160 BELDEN HILL	WILTON	CT	06897	DIRECTOR	1.00	$0	$0	$0
GREGORY CONNORS
3313 O ST NW	WASHINGTON	DC	20007	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	$15,158,742	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,945,105	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$19,103,847	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$19,103,847	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$286,558	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$18,817,289	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$940,864	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$940,864	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,498	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,498	TotalTaxAmt
Distributable Before Adj	$934,366	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$934,366	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$934,366	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$535,362	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$535,362	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$934,366	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$763,101	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$576,987	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$320,898	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,660,986	TotalExcessDistributionCyovAmt
Qualifying Distributions	$535,362	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$535,362	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$399,004	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$399,004	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,261,982	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,261,982	ExcessDistriCyovToNextYrAmt
Excess From Year4	$364,097	ExcessFromYear4Amt
Excess From Year3	$576,987	ExcessFromYear3Amt
Excess From Year1	$320,898	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MICHAEL M CONNORS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BASCOM PALMER EYE INSTITUTE
7101 FAIRWAY DR	PALM BEACH GARDENS	FL	33418	NONE	PC	GENERAL SUPPORT	$5,000
BOYS & GIRLS CLUB OF PALM BEACH
800 NORTHPOINT PARKWAY STE 204	WEST PALM BEACH	FL	33407	NONE	PC	GENERAL SUPPORT	$55,250
CITY WILDLIFE
15 OGLETHORPE ST NW	WASHINGTON	DC	20011	NONE	PC	GENERAL SUPPORT	$500
CLEVELAND CLINIC FLORIDA
2950 CLEVELAND CLINIC BLVD	WESTON	FL	33331	NONE	PC	GENERAL SUPPORT	$125,000
HOPE FOR DEPRESSION
40 W 57TH ST STE 1440	NEW YORK	NY	10019	NONE	PC	GENERAL SUPPORT	$5,000
HOPE FOR DEPRESSION - RACE OF HOPE
40 W 57TH ST STE 1440	NEW YORK	NY	10019	NONE	PC	GENERAL SUPPORT	$5,000
LOOMIS CHAFFEE SCHOOL
4 BATCHELDER RD	WINDSOR	CT	06095	NONE	PC	GENERAL SUPPORT	$25,000
OPPORTUNITY EARLY CHILDHOOD EDUCATION
4171 WESTGATE AVE	WEST PALM BEACH	FL	33409	NONE	PC	GENERAL SUPPORT	$107,500
PACE CENTER FOR GIRLS
6745 PHILIPS INDUSTRIAL BLVD	JACKSONVILLE	FL	32256	NONE	PC	GENERAL SUPPORT	$5,000
PALM BEACH CIVIC ASSOCIATION
139 N COUNTY RD STE 33	PALM BEACH	FL	33480	NONE	PC	GENERAL SUPPORT	$6,000
PALM BEACH ISLAND HOSPICE FOUNDATION
44 COCOANUT ROW STE M207B	PALM BEACH	FL	33480	NONE	PC	GENERAL SUPPORT	$30,000
PALM BEACH ZOO
1301 SUMMIT BLVD	WEST PALM BEACH	FL	33405	NONE	PC	GENERAL SUPPORT	$55,000
PEGGY ADAMS ANIMAL RESCUE LEAGUE
3100 N MILITARY TRAIL	WEST PALM BEACH	FL	33409	NONE	PC	GENERAL SUPPORT	$5,000
RED SNEAKERS FOR OAKLEY INC
235 POTTER RD	WEST PALM BEACH	FL	33405	NONE	PC	GENERAL SUPPORT	$5,000
REHABILITATION CENTER FOR CHILDREN
300 ROYAL PALM WAY	PALM BEACH	FL	33480	NONE	PC	GENERAL SUPPORT	$15,000
SOUTH FLORIDA PBS
3401 S CONGRESS AVE	BOYNTON BEACH	FL	33426	NONE	PC	GENERAL SUPPORT	$5,000
THE ARC OF NORTHERN VIRGINIA
2755 HARTLAND RD STE 200	FALLS CHURCH	VA	22043	NONE	PC	GENERAL SUPPORT	$15,000
TOWN OF PALM BEACH UNITED WAY
44 COCOANUT ROW STE M201	PALM BEACH	FL	33480	NONE	PC	GENERAL SUPPORT	$27,000
WIKIMEDIA FOUNDATION
1 MONTGOMERY ST STE 1600	SAN FRANCISCO	CA	94104	NONE	PC	GENERAL SUPPORT	$100
YALE SCHOOL OF MEDICINE
333 CEDAR ST	NEW HAVEN	CT	06510	NONE	PC	GENERAL SUPPORT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$506,350	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	$397	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$472,321	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$143	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	FORM 990-PF TAX REFUND	Desc
Exclusion	$3,955	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$476,816	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$476,816	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	KAPLAN COMPANY, PC (REVIEW INVEST. ACTIVITIES & TAX RETURN PREP)	CategoryTxt
Amt	$8,400	Amt
Net Investment Income	$5,460	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,940	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	WELLS FARGO BROKERAGE ACCOUNT	StockNm
EOY Book Value	$14,179,150	EOYBookValueAmt
EOYFMV	$15,861,936	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	DIVIDEND BOOK/TAX TIMING DIFFERENCE	Desc
Amt	$564	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE	$2,081	$0	$2,081
POSTAGE AND DELIVERY	$1,017	$0	$1,017
OFFICE SUPPLIES	$1,195	$0	$1,195
INVESTMENT EXPENSES (ADR FEES)	$202	$202	$0
OTHER EXPENSES	$975	$0	$975

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FORM 990-PF TAX REFUND	Desc
Revenue And Expenses Per Books	$3,955	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$3,955	AdjustedNetIncomeAmt