EDYTH BUSH CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDYTH BUSH CHARITABLE FOUNDATION INC (EIN 23-7318041)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-06-24
- IRS object ID
- 202241759349100809
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-24T14:37:55-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 500 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237318041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDYTH BUSH CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDYT | BusinessNameControlTxt |
| Phone | 4076474322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1967 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327901967 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A ODAHOWSKI | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4076474322 | PhoneNum |
| Signature | 2022-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | ODAHOWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2022-06-24 | PreparationDt |
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 | 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 | $109,500,554 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $158,370 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $99 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,604,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,599,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,247,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,616,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,506,785 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $243,149 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,009,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,349,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $630,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $144,374 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $486,126 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $169,581 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $169,581 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $219,451 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $46,085 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $173,366 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,387 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,739 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,648 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,982 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,698 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $51,284 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $155,573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,573 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,268 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,268 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,809 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,806 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $250 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $131,717 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $27,661 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $104,056 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,701 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,570 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,131 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $20,790 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,079 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $18,711 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $242,366 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96,767 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $145,599 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,733,931 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $483,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,178,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $594,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $594,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,328,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $483,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,772,952 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,681,615 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,866,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $608,155 | CashBOYAmt |
| Cash EOY | $342,033 | CashEOYAmt |
| Cash EOYFMV | $342,033 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $147,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,223 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $32,702,771 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,226,094 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,012,223 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,582,795 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,427,820 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,697,875 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $22,884,734 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,665,853 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,662,893 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,634,654 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $179,969 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,051,114 | LandBOYAmt |
| Land EOY | $6,454,685 | LandEOYAmt |
| Land EOYFMV | $6,454,685 | LandEOYFMVAmt |
| Other Assets BOY | $14,860 | OtherAssetsBOYAmt |
| Other Assets EOY | $178,622 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $178,622 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,992,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,447,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,500,554 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $226,600 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $226,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $75,765,715 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $79,447,330 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,765,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,447,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,992,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,447,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,765,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,681,615 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $79,447,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,447,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MET WEST TOTAL RETURN BOND FUND | P | $4,000,000 | $3,544,716 | $455,284 | $455,284 |
| BLACKROCK MULTI-ASSET INCOME FUND | P | $1,500,000 | $1,553,581 | -$53,581 | -$53,581 |
| JP MORGAN INCOME BUILDER FUND | P | $1,500,000 | $1,523,914 | -$23,914 | -$23,914 |
| DEPRINCE, RACE & ZOLLO LARGE CAP VALUE | P | $2,149,389 | $1,580,552 | $568,837 | $568,837 |
| WELLS CAPITAL HERITAGE ALLCAP GROWTH | P | $4,850,006 | $3,426,410 | $1,423,596 | $1,423,596 |
| CAPITAL GAIN DISTRIBUTION | P | $1,876,968 | $1,876,968 | $1,876,968 | |
| PARTNERSHIP CAPITAL GAINS ADJUSTMENT | P | $740,405 | -$740,405 | -$740,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,506,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $97,490 | 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 | $97,490 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,842 | OverpaymentAmt |
| Applied To ES Tax | $29,842 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.EDYTHBUSH.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A ODAHOWSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4076474322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 E WELBOURNE AVE SUITE 100 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327894365 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW W CERTO | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 327894365 | VICE-CHAIRMAN & CORPORATE | 2.00 | $12,500 | $0 | $0 |
| RICHARD J WALSH | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 327894365 | DIRECTOR/CHAIRMAN | 2.00 | $12,500 | $0 | $0 |
| DAVID A ODAHOWSKI | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 327894365 | PRESIDENT & DIRECTOR | 45.00 | $315,000 | $15,750 | $4,755 |
| MARY ELLEN HUTCHESON CPA CGMA | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 327894365 | VICE PRESIDENT & TREASURER | 45.00 | $228,000 | $11,400 | $0 |
| ELIZABETH DVORAK | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 327894365 | DIRECTOR | 2.00 | $12,500 | $0 | $0 |
| ANNE KERR | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 327894365 | DIRECTOR | 2.00 | $12,500 | $0 | $0 |
| JOHN RILEY | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 327894365 | DIRECTOR | 2.00 | $12,500 | $0 | $0 |
| PATRICIA ENGFER | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 327894365 | DIRECTOR | 2.00 | $12,500 | $0 | $0 |
| BRIAN BUTLER | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 327894365 | DIRECTOR | 2.00 | $12,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SILVIA LANDIVAR-VEGA | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 32789 | EXECUTIVE ASSISTANT | 40.00 | $70,059 | $3,503 | $0 |
| HEIDI FINDLAY | ||||||||
| 199 E WELBOURNE AVE SUITE 100 | WINTER PARK | FL | 32789 | GRANTS MANAGER | 40.00 | $65,997 | $3,300 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JACK JENNINGS & SONS | |||||
| 1030 WILFRED DR | ORLANDO | FL | 32803 | CONSTRUCTION SERVICES | $519,005 |
| SCHENKEL & SHULTZ INC | |||||
| 200 E ROBINSON ST UNIT 300 | ORLANDO | FL | 32801 | ARCHITECT SERVICES | $170,200 |
| PROJECT MANAGEMENT ADVISORS | |||||
| 301 E PINE STREET SUITE 725 | ORLANDO | FL | 32801 | CONSTRUCTION MANAGEMENT SERVICES | $118,619 |
| ANDCO CONSULTING | |||||
| 531 WEST MORSE BLVD SUITE 200 | WINTER PARK | FL | 32789 | CONSULTING SERVICES | $85,000 |
| CLIFTONLARSONALLEN LLP | |||||
| 420 S ORANGE AVE 500 | ORLANDO | FL | 32801 | AUDIT AND TAX SERVICES | $56,982 |
| 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 | $97,640,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $881,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,522,087 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,522,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,477,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,044,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,852,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,852,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,648 | TotalTaxAmt |
| Distributable Before Adj | $4,784,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,784,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,784,565 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,772,952 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $5,411,377 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,184,329 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,184,329 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,784,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,750,706 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,184,329 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,750,706 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,433,623 | 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 | $350,942 | 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 | DAVID ODAHOWSKI PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 E WELBOURNE AVE SUITE 100 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327894365 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4076474322 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED GRANT REQUEST REQUIREMENTS - STATEMENT 17 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED GRANT POLICIES AND PROCEDURES - STATEMENT 18 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MARY LEE DEPUGH NURSING HOME ASSOCIATION INC | ||||||
| 550 WEST MORSE BLVD | WINTER PARK | FL | 32789 | 501(C)(3) | IN RECOGNITION OF RICHARD J. CONLEE'S SUPPORT OF WINTER PARK NONPROFIT ORGANIZATIONS | $3,000 |
| OPERA ORLANDO | ||||||
| 406 E AMELIA ST | ORLANDO | FL | 32803 | 501(C)(3) | SUPPORTING THE APRIL 2021 MUSIC WORKSHOP TO BE HELD AT THE MEAD GARDEN PAVILION, IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR NONPROFIT ORGANIZATIONS SERVING THE WINTER PARK COMMUNITY | $4,000 |
| OPERA ORLANDO | ||||||
| 407 E AMELIA ST | ORLANDO | FL | 32804 | 501(C)(3) | SUPPORTING THE APRIL 2021 MUSIC WORKSHOP TO BE HELD AT THE MEAD GARDEN PAVILION, IN RECOGNITION OF H. CLIFFORD LEE, OUR BELOVED FOUNDING MEMBER AND CHAIRMAN EMERITUS | $1,000 |
| SUPPORT OUR SCHOLARS | ||||||
| 400 NEW YORK AVE STE 210 | WINTER PARK | FL | 32789 | 501(C)(3) | IN RECOGNITION OF RICHARD J. CONLEE'S SUPPORT OF WINTER PARK NONPROFIT ORGANIZATIONS | $3,000 |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | ||||||
| 12424 RESEARCH PARKWAY SUITE 140 | ORLANDO | FL | 328263257 | 501(C)(3) | FOR THE RENOVATION OF NEW LAB SPACE NEEDED BY LIMBITLESS SOLUTIONS TO SCALE UP MANUFACTURING OF BIONIC LIMBS IN A MULTIPURPOSE SETTING WHILE MAINTAINING FACILITY SAFETY | $36,000 |
| EDYTH BUSH INSTITUTE FOR PHILANTHROPY AND NONPROFIT LEADERSHIP | ||||||
| 1000 HOLT AVENUE - 2711 | WINTER PARK | FL | 327894499 | 501(C)(3) | TO SUPPORT THE PROGRAMS AND SERVICES AT THE EDYTH BUSH INSTITUTE FOR PHILANTHROPY AND NONPROFIT LEADERSHIP | $333,333 |
| FLORIDA CHAMBER OF COMMERCE FOUNDATION INC | ||||||
| 136 SOUTH BRONOUGH STREET | TALLAHASSEE | FL | 32301 | 501(C)(3) | SUPPORTING THE FLORIDA CHAMBER FOUNDATION 2020-2021 COMMUNITY DEVELOPMENT PARTNERSHIP PROGRAM | $50,000 |
| FLORIDA PHILANTHROPIC NETWORK INC | ||||||
| 5421 BEAUMONT CENTER BLVD SUITE 655 | TAMPA | FL | 33634 | 501(C)(3) | FOR 2021 PROGRAMS THAT PROMOTE, DEVELOP AND ADVANCE PHILANTHROPY IN FLORIDA | $6,900 |
| VARIOUS 501(C)(3) PUBLIC CHARITIES | ||||||
| 1000 HOLT AVENUE - 2711 | WINTER PARK | FL | 327894499 | 501(C)(3) | BOARD/STAFF MATCHING GIFTS | $83,217 |
| VARIOUS 501(C)(3) PUBLIC CHARITIES | ||||||
| 1000 HOLT AVENUE - 2711 | WINTER PARK | FL | 327894499 | 501(C)(3) | GIFTS (MEMORIALS, SPONSORSHIPS, MISCELLANEOUS) | $69,000 |
| WELBOURNE AVENUE NURSERY & KINDERGARTEN INC | ||||||
| 450 WEST WELBOURNE AVENUE | WINTER PARK | FL | 327894258 | 501(C)(3) | IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR CARING ORGANIZATIONS IN WINTER PARK, THIS GRANT SUPPORTS AFFORDABLE QUALITY CHILDCARE FOR WORKING FAMILIES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $594,450 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ROLLINS COLLEGE | ||||||
| 1000 HOLT AVENUE - 2711 | WINTER PARK | FL | 327894498 | 501(C)(3) | IN SUPPORT OF THE MR. ROGERS STATUE AT ROLLINS COLLEGE | $25,000 |
| EDYTH BUSH INSTITUTE FOR PHILANTHROPY AND NONPROFIT LEADERSHIP | ||||||
| 1000 HOLT AVENUE - 2711 | WINTER PARK | FL | 327894499 | 501(C)(3) | TO SUPPORT THE PROGRAMS AND SERVICES AT THE EDYTH BUSH INSTITUTE FOR PHILANTHROPY AND NONPROFIT LEADERSHIP | $290,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $315,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $457 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,603,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,235 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,236,955 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,692 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,840,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,851,626 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DR ARLYNE D O'GARA TRUSTEE | ||||||
| 1 | 570 VILLAGE PLACE B-106 | LONGWOOD | FL | 32779 | $30,000 | Yes (X) |
| US SMALL BUSINESS ADMINISTRATION - PPP LOAN FORGIVENESS | ||||||
| 2 | 409 3RD ST SW | WASHINGTON | DC | 20416 | $128,370 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $56,982 | Amt |
| Net Investment Income | $5,698 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $51,284 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PARTNERSHIP CAPITAL GAINS ADJUSTMENT | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $740,405 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $740,405 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| FORM 990-PF, PART VIII, LINE 1, COLUMN E | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORSEXPLANATION OF FOUNDATION PROVIDED AUTOMOBILE AS A FRINGE BENEFIT:MR. ODAHOWSKI, PRESIDENT, WAS PROVIDED WITH A FOUNDATION OWNED AUTOMOBILE FOR BUSINESS AND PERSONAL USE FOR THE ENTIRE FISCAL YEAR. THE AUTOMOBILE'S ANNUAL LEASE VALUE IS $4,600 (USING THE IRS' ANNUAL LEASE VALUE TABLE); FUEL WAS ALSO PROVIDED, OF WHICH $4,755 IS A TAXABLE FRINGE BENEFIT. | |
| FORM 990-PF, PART XV, LINE 2B | THIS FOUNDATION ASKS THAT REQUESTS FOR GRANTS BE SUBMITTED IN WRITING OR THROUGH OUR ONLINE GRANT APPLICATION. CONTACT THE FOUNDATION OFFICE FOR DETAILS ON HOW TO ACCESS THE ONLINE APPLICATION FORM. MOST APPLICANTS WILL USE OUR ONLINE APPLICATION TO APPLY FOR FUNDING. WE STRONGLY ENCOURAGE YOU TO APPLY ONLINE AS YOU WILL HAVE IMMEDIATE ACKNOWLEDGMENT OF THE RECEIPT OF YOUR APPLICATION AND IT WILL BE PROCESSED MUCH FASTER. HOWEVER, IF YOU WISH TO SUBMIT YOUR REQUEST IN WRITING, IT SHOULD INCLUDE THE FOLLOWING:1. NAME, ADDRESS, TELEPHONE NUMBER, AND FEDERAL EMPLOYER IDENTIFICATION NUMBER (EIN) OF THE TAX-EXEMPT ORGANIZATION WHICH WILL BE THE RECIPIENT OF THE GRANT2. THE AMOUNT REQUESTED, AND A COMPLETE STATEMENT OF WHY THE GRANT IS NEEDED AND WHAT WILL BE DONE WITH THE MONEY.3. NAME, CONTACT INFORMATION, AND POSITION OR RELATIONSHIP TO THE ORGANIZATION OF THE INDIVIDUAL SIGNING THE GRANT REQUEST.4. A SIGNED STATEMENT THAT THE GRANT REQUEST HAS BEEN AUTHORIZED BY THE GOVERNING BOARD TO BE SUBMITTED ON BEHALF OF THE REQUESTING ORGANIZATION.OUTLINE OF GRANT REQUEST REQUIREMENTS (CONT) - 5. LIST OF OTHER FUNDERS (AND AMOUNTS) YOU ARE APPROACHING FOR THIS PROJECT.6. LIST SPECIFIC GOALS YOU EXPECTED TO ACCOMPLISH WITH THE GRANT FUNDS. 7. HOW THE PROJECT OR OPERATIONS WILL BE FINANCED AFTER FUNDS FROM THIS FOUNDATION ARE EXPENDED.8. MEASUREMENT TESTS BY WHICH THE EFFECTIVENESS OF THE GRANT, IF MADE, SHOULD BE JUDGED WHEN THE GRANT FUNDS HAVE BEEN EXPENDED.9. A DETAILED BUDGET OF THE PROJECT OR NEED, SHOWING HOW THE REQUESTED FUNDS FROM THIS FOUNDATION WOULD BE SPENT. (THREE COLUMNS USUALLY ARE EFFECTIVE: LINE ITEM, TOTAL PROJECT, AND FOUNDATION FUNDS.) INCLUDE THE LENGTH OF TIME FUNDS WILL BE NEEDED.10. A STATEMENT THAT THE REQUESTING ORGANIZATION WILL FURNISH A REPORT SHOWING HOW THE FUNDS WERE SPENT AND THAT FUNDS WERE SPENT SOLELY FOR THE PURPOSES FOR WHICH THE GRANT IS SOUGHT. SUCH REPORTS MUST SATISFY THE REQUIREMENTS OF THE EDYTH BUSH CHARITABLE FOUNDATION, INC., THE INTERNAL REVENUE SERVICE, AND MAY BE REQUIRED TO BE CERTIFIED BY A CERTIFIED PUBLIC ACCOUNTANT. IF A GRANT IS MADE BY THE FOUNDATION TO YOUR ORGANIZATION, YOU WILL BE EXPECTED TO ACCEPT THE GENERAL TERMS AND CONDITIONS "EXHIBIT A" AVAILABLE IN THE GRANTEE TOOL BOX AT WWW.EDYTHBUSH.ORG.11. THE NAMES, OCCUPATIONS AND BUSINESS AFFILIATIONS OF EACH OF THE BOARD OF DIRECTORS OR THE TRUSTEES RESPONSIBLE FOR THE MANAGEMENT OF THE REQUESTING ORGANIZATION.12. THE APPLICATION MUST FURNISH AS ATTACHMENTS:(A) A STATEMENT SIGNED BY YOU THAT YOUR ORGANIZATION'S TAX EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND YOUR STATUS UNDER SECTION 509(A) HAS NOT BEEN REVOKED OR MODIFIED.(B) YOUR AGENCY'S LATEST ANNUAL IRS FORM 990 AND AUDIT, IF SUCH AUDITS ARE MADE. PROVIDE THE MOST RECENT QUARTERLY OR MONTHLY MANAGEMENT FINANCIAL REPORT AS WELL, IF THE ANNUAL STATEMENT IS MORE THAN THREE MONTHS OLD.GRANT REQUESTS WILL NOT BE RETURNED TO THE APPLICANTS.WHEN A GRANT REQUEST HAS BEEN ACTED ON, SUCH ACTION IS FINAL UPON THE REQUEST AS PRESENTED. IT NORMALLY WILL NOT BE CARRIED OVER FOR FUTURE CONSIDERATION UNLESS SPECIFICALLY DESIGNATED FOR FURTHER INVESTIGATION OR DEFERRED BY THE BOARD OF DIRECTORS. THE APPLICANT IS NOT PRECLUDED BY DENIAL OF A REQUEST FROM MAKING OTHER NEW GRANT REQUESTS IN THE FUTURE UNLESS THE FIELD OF A DENIED REQUEST IS ONE WHICH OUR BOARD OF DIRECTORS HAS LIMITED BY A POLICY DETERMINATION.GRANT REQUESTS SHOULD BE TRANSMITTED THROUGH WWV.EDYTHBUSH.ORG OR MAILED TO:EDYTH BUSH CHARITABLE FOUNDATION, INC. 199 E. WELBOURNE AVENUE, SUITE 100P.O. BOX 1967WINTER PARK, FLORIDA 32790-1967 TELEPHONE: (407) 647-4322TOLL FREE IN FLORIDA: (888) 647-4322 | OUTLINE OF GRANT REQUEST REQUIREMENTS |
| FORM 990-PF, PART XV, LINE 2D | A. GEOGRAPHIC LIMITATIONS:THE FOUNDATION WELCOMES GRANT REQUESTS FROM OTHERWISE ELIGIBLE TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE CODE SECTIONS 501(C)(3) AND SECTION 509(A) LOCATED AND/OR OPERATING WITHIN THE ORLANDO MSA OF ORANGE, SEMINOLE, OSCEOLA AND LAKE COUNTIES, FLORIDA. OTHER GRANT REQUESTS SHOULD HAVE SPECIAL INTEREST OR SUPPORT FROM ONE OR MORE OF OUR DIRECTORS.B. GENERAL PURPOSES:1. BASED ON POLICY RESOLUTIONS ADOPTED BY EDYTH BUSH (MRS. ARCHIBALD G. BUSH), OUR FOUNDER, WHILE SHE WAS STILL ALIVE, THIS FOUNDATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, LITERARY, AND OTHER EXEMPT PURPOSES."SPECIAL CONSIDERATION WILL BE GIVEN TO DISTRIBUTIONS AND GRANTS TO CHARITABLE, RELIGIOUS AND EDUCATIONAL ORGANIZATIONS WHICH ARE ORGANIZED AND OPERATED TO HELP UNDERPRIVILEGED OR NEEDY PEOPLE TO IMPROVE THEMSELVES, OR TO RELIEVE HUMAN SUFFERING; 2. AS A PRACTICAL MATTER, WE HAVE MADE GRANTS FOR CHALLENGE AND DEVELOPMENT PURPOSES, CONSTRUCTION AND RENOVATION, EQUIPMENT AND EXPANSION OF FUNCTIONS, PILOT PROJECTS AND SEED START-UP OF NEW PROGRAMS, AND STUDY OR PLANNING GRANTS TO DETERMINE FEASIBILITY AND MARKET. WE ALSO HAVE MADE EMERGENCY GRANTS, EMERGENCY AND OTHER PROGRAM-RELATED INVESTMENT LOANS. OVER 50% OF OUR GRANTS ARE ON A CHALLENGE OR MATCH BASIS, EITHER "PAY-AS-MATCHED OR "ALL-OR-NOTHING."3. TYPICALLY, GRANTS RANGE FROM $5,000 TO $50,000. MANY OF OUR LARGER GRANTS ARE ON A CHALLENGE MATCH BASIS.4. THE FOUNDATION HAS BROAD INTERESTS IN HUMAN SERVICE, EDUCATION, HEALTH CARE AND A LIMITED INTEREST IN THE ARTS. THE FOUNDATION HAS ELECTED TO FOCUS THESE INTERESTS BY CONCENTRATING ON CERTAIN PRIORITIES WITHIN THE PARTICULAR FIELD. THIS FOCUS IS MORE CLEARLY DEFINED BY THE FOUNDATION'S GRANT POLICY LIMITATIONS.C. GRANT POLICY LIMITATIONS:IN ADDITION TO THE ORLANDO MSA GEOGRAPHIC LIMITATION, THE FOUNDATION WILL ORDINARILY DENY GRANT REQUESTS (AS ADOPTED BY OUR BOARD OF DIRECTORS):1. "FROM CHIEFLY TAX-SUPPORTED INSTITUTIONS, OR THEIR 'SUPPORT' FOUNDATIONS (MORE THAN 50% GOVERNMENT FUNDING OF THE OPERATIONS OR PROJECT INDICATES 'CHIEFLY TAX-SUPPORTED') OR TO CONTINUE DROPPED OR DISCONTINUED GOVERNMENT FUNDED PROGRAMS OR PROJECTS UNTIL AT LEAST ONE (1) YEAR OR MORE OF 51% PRIVATE FUNDING HAS BEEN COMPLETED SUCCESSFULLY;GRANT POLICIES AND PROCEDURES (CONT) -2. "FOR INDIVIDUAL SCHOLARSHIPS OR FOR INDIVIDUAL RESEARCH GRANTS EVEN IF THROUGH AN EXEMPT OR OTHERWISE QUALIFIED EDUCATIONAL ORGANIZATION; 3. "FOR ALCOHOLISM OR DRUG ABUSE PROGRAMS OR FACILITIES;4. "FOR ROUTINE OPERATING EXPENSES;5. "TO PAY OFF DEFICITS OR PRE-EXISTING DEBT;6. "FOR FOREIGN ORGANIZATIONS OR FOR FOREIGN EXPENDITURE. FOR THIS PURPOSE "FOREIGN" MEANS OUTSIDE THE UNITED STATES, OR ITS TERRITORIES AND POSSESSIONS, WHETHER THE ORGANIZATION ITSELF IS U.S. BASED OR FOREIGN BASED;7. "FOR TRAVEL PROJECTS OR FELLOWSHIPS;8. "FOR CHIEFLY CHURCH, SACRAMENTAL, DENOMINATIONAL OR INTER-DENOMINATIONAL PURPOSES, EXCEPT OUTREACH PROJECTS FOR ELDERLY, INDIGENTS, NEEDY, YOUTH, OR HOMELESS REGARDLESS OF BELIEF, RACE, COLOR, CREED, OR SEX;9. "FOR ENDOWMENT FUNDS OR OTHER PURELY REVENUE GENERATING FUNDS;10. "ADVOCACY ORGANIZATIONS OR ADVOCACY COMPONENT FUNDING;11. "FOR CULTURAL OR ARTS ORGANIZATIONS UNLESS THEIR COLLECTIONS, EXHIBITS, PROJECTS OR PERFORMANCES ARE OF DEMONSTRATED NATIONALLY RECOGNIZED QUALITY; OR FOR THE DEMONSTRATED EDUCATIONAL VALUE OF CHILDREN, K-12TH GRADE.12. "FROM ORGANIZATIONS HAVING RECEIPTS OR REVENUES FROM MEMBERSHIPS AND/OR CONTRIBUTIONS OF LESS THAN $25,000 IN THE PREVIOUS YEAR, OR FROM ANY ORGANIZATION WHOSE INTERNAL REVENUE CODE SECTION 509(A) 'PUBLICLY SUPPORTED' STATUS WILL NEED RENEWAL IN THE NEXT SIX (6) MONTHS.MOST OF THE POLICIES ARE THOSE FAVORED BY EDYTH BUSH, OUR FOUNDER, IN HER PERSONAL GIVING OR IN HER FOUNDATION POLICIES PRIOR TO HER DEATH.D. GRANT REQUEST PROCEDURES:1. WE SUGGEST THAT INITIAL CONTACT BE THROUGH THE ELIGIBILITY QUIZ LOCATED AT THE FOUNDATION'S WEBSITE AT WWW.EDYTHBUSH.ORG. YOU MAY ALSO CONTACT US BY TELEPHONE (407-647-4322), BY EMAIL, OR THROUGH A LETTER OF INQUIRY STATING THE AMOUNT SOUGHT AND PURPOSE OF THE GRANT, AND NATURE OF THE ORGANIZATION.2. GRANT REQUESTS ARE SUBMITTED THROUGH OUR ONLINE GRANT APPLICATION OR BY MAIL. THE PROGRAM OFFICER WILL PROVIDE YOU THE NECESSARY INFORMATION FOR ACCESS TO OUR ONLINE APPLICATION.3. WE MAY CONDUCT A FIELD REVIEW (SITE VISIT) BY ONE OR MORE OFFICERS OR DIRECTORS OF THE FOUNDATION. THE FIELD REVIEW INCLUDES A CONFERENCE WITH THE ORGANIZATION'S PROFESSIONAL STAFF INVOLVED IN THE REQUEST, ONE OR MORE OF ITS BOARD OF DIRECTORS OR TRUSTEES, APPROPRIATE ACCOUNTING PERSONNEL OF THE ORGANIZATION, AS WELL AS A REVIEW OF ACTUAL OPERATIONS.GRANT POLICIES AND PROCEDURES (CONT) -4. AFTER OUR REVIEW, YOU WILL BE NOTIFIED OF THE FOUNDATION'S DETERMINATION. IF APPROVED, YOU ARE ASKED TO ACCEPT THE GRANT TERMS, INCLUDING OUR GENERAL TERMS AND CONDITIONS - ''EXHIBIT A". YOU MAY BE ASKED TO ATTEND A GRANTEE CONFERENCE HELD AT OUR OFFICE PRIOR TO PAYOUT OF THE GRANT. IF THE GRANT IS A MATCH OR CHALLENGE GRANT, YOU SHOULD BE PREPARED TO MEET THE DEADLINES SPECIFIED IN THE GRANT LETTER WITHIN WHICH TO CERTIFY THE MATCH TO US, INCLUDING ENOUGH INFORMATION FOR THE FOUNDATION TO VERIFY THE CERTIFICATION. COPIES OF ALL GRANT-RELATED DOCUMENTS, INCLUDING THE ACCEPTANCE LETTER, EXHIBIT A, AND GRANTEE CONFERENCE ARE AVAILABLE IN THE GRANTEE TOOLBOX AT WWW.EDYTHBUSH.ORG.5. PROGRAM-RELATED INVESTMENT LOANS:REQUESTS FOR EMERGENCY, CONSTRUCTION, RENOVATION, OR "BRIDGE" LOANS REQUIRE A COMPLETE GRANT REQUEST AND MUST COMPLY WITH ALL OF THE FOUNDATION'S GRANT POLICIES. LOANS ARE ORDINARILY FOR UP TO A MAXIMUM OF THREE YEARS AT SIMPLE INTEREST. AFTER A FILE IS COMPLETE, THE REQUEST WILL TYPICALLY BE REVIEWED AND A DECISION MADE WITHIN SIXTY DAYS. WE SUGGEST TALKING TO THE PROGRAM OFFICER BEFORE FILING A LOAN REQUEST.E. GRANTEE REPORTING REQUIREMENTS:WE DO ASK GRANTEES TO PROVIDE US WITH A PROGRESS REPORT AT LEAST EVERY SIX MONTHS. WHEN THE GRANT FUNDS HAVE BEEN FULLY SPENT, WE REQUIRE A FINAL REPORT CONTAINING A LIST OF THE DISBURSEMENTS OF THE GRANT BALANCED AGAINST THE GRANT BUDGET, TOGETHER WITH AN EVALUATION OF THE RESULTS OF THE GRANT. NEW GRANT REQUESTS WILL NOT BE PROCESSED BY THE FOUNDATION FROM THE SAME ORGANIZATION UNTIL THE FINAL REPORT HAS BEEN FILED ON ANY PRIOR GRANT. THE FOUNDATION FROM TIME-TO-TIME CONDUCTS POST-REVIEW AUDITS OF PREVIOUSLY COMPLETED GRANTS. THIS IS PRIMARILY FOR THE PURPOSE OF ASSISTING THE FOUNDATION IN ESTABLISHING ITS OWN GRANT POLICIES AS WELL AS TO REVIEW THE STEWARDSHIP OF THE GRANT FUNDS BY YOUR ORGANIZATION.F. REAPPLICATIONS:IN CASE A GRANT REQUEST IS DENIED, REAPPLICATION ON THE SAME GRANT REQUEST ORDINARILY WILL NOT BE CONSIDERED. HOWEVER, UNLESS THE ORGANIZATION IS NOT ELIGIBLE FOR TAX OR POLICY REASONS, DENIAL OF A GRANT REQUEST IS WITHOUT PREJUDICE TO YOUR SUBMITTING OTHER REQUESTS ON DIFFERENT PROJECTS OR ON OTHER SUBJECTS.G. SUBMISSION OF REQUESTS:THE FOUNDATION HAS NO SUBMISSION DEADLINE DATES AND GRANT REQUESTS ARE RECEIVED AT ANY TIME. ALL REQUEST MATERIALS RECEIVED BECOME PROPERTY OF THE FOUNDATION AND WILL NOT BE RETURNED TO SENDER.H. OFFICE CONFERENCES AND TECHNICAL ASSISTANCE:PLEASE PHONE IN ADVANCE FOR APPOINTMENTS. MUCH CAN BE DONE BY TELEPHONE RATHER THAN TRAVEL. OUR TELEPHONE LINES ARE OPEN DURING OFFICE HOURS (9:00 A.M. TO 5:00 P.M.), AND WE ENCOURAGE PHONE OR EMAIL CONTACT.I. GRANT REQUEST OUTLINE:GRANT REQUESTS SHOULD FOLLOW CAREFULLY OUR ONLINE GRANT APPLICATION OR OUTLINE OF GRANT REQUEST REQUIREMENTS. THE OUTLINE, ALONG WITH OTHER IMPORTANT INFORMATION, IS AVAILABLE ON OUR WEBSITE WWW.EDYTHBUSH.ORG.GRANT POLICIES AND PROCEDURES (CONT) -EDYTH BUSH CHARITABLE FOUNDATION, INC. 199 E. WELBOURNE AVENUE, SUITE 100 WINTER PARK, FLORIDA 32789407-647-4322 OR 1-888-647-4322WWW.EDYTHBUSH.ORGDATED: NOVEMBER 2, 1979 (AS REVISED APRIL 2010) | GRANT POLICIES AND PROCEDURES |
| PART I, LINE 1, COLUMN (C) | N/A = NOT APPLICABLE | |
| PART XII, LINE 2 | FOUNDATION IS CONSTRUCTING A NEW HEADQUARTERS BUILDING. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MET WEST TOTAL RETURN BOND FUND | $5,487,979 | $5,525,959 |
| PIMCO DIVERSIFIED FUND | $8,233,438 | $8,474,229 |
| PIMCO SHORT-TERM FUND | $3,706,403 | $3,697,687 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY COMMON STOCK | $219,875 | $3,894,800 |
| AF EUROPACIFIC GROWTH FUND | $4,022,031 | $5,898,903 |
| DEPRINCE, RACE & ZOLLO LARGE-CAP VALUE FUND | $4,920,482 | $5,875,399 |
| DFA US SMALL CAP PORTFOLIO | $5,448,812 | $7,060,764 |
| EMERGING MARKETS COUNTRY FUND | $730,401 | $3,888,310 |
| LAZARD INTERNATIONAL STRATEGIC EQUITY FD | $4,122,131 | $5,615,258 |
| VANGUARD EQUITY INCOME FUND | $5,038,808 | $6,215,863 |
| VANGUARD INSTITUTIONAL INDEX FUND | $4,186,214 | $11,466,270 |
| WELLS CAPITAL HERITAGE ALLCAP GROWTH | $6,537,340 | $12,096,656 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK MULTI-ASSET INCOME FUND | AT COST | $5,478,184 | $5,735,648 |
| CK PEARL FUND (MEDLEY OPPORTUNITY) L.P. | AT COST | $5,569 | $5,569 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI | AT COST | $463,573 | $376,771 |
| COMMONFUND HIGH QUALITY BOND FUND | AT COST | $5,975,590 | $6,221,682 |
| FLAG PRIVATE EQUITY III | AT COST | $95,161 | $274,591 |
| FLAG VENTURE PARTNERS VI, L.P. | AT COST | $330,366 | $1,072,538 |
| HARBINGER CLASS PE HOLDINGS, L.P. | AT COST | $19,047 | $2,233 |
| JP MORGAN INCOME BUILDER FUND | AT COST | $5,265,125 | $5,787,481 |
| LANDMARK REAL ASSETS FUND, L.P. | AT COST | $0 | $1,055,211 |
| PERENNIAL REAL ESTATE FD. | AT COST | $0 | $244,488 |
| STYX PARTNERS | AT COST | $0 | $433 |
| TIFF PRIVATE EQUITY PARTNERS 2007 | AT COST | $847,755 | $726,248 |
| TIFF PRIVATE EQUITY PARTNERS 2008 | AT COST | $490,313 | $312,142 |
| TIFF REALTY & RESOURCES 2008 | AT COST | $428,951 | $171,406 |
| TIFF REALTY & RESOURCES III | AT COST | $234,970 | $83,807 |
| TUCKERBROOK SB GLOBAL DISTRESSED FUND I | AT COST | $0 | $562,695 |
| WESTPORT CAPITAL PARTNERS REAL ESTATE FUND I | AT COST | $31,249 | $29,950 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $626,467 | $0 | $626,467 | $626,467 |
| CONSTRUCTION IN PROGRESS | $5,818,386 | $0 | $5,818,386 | $5,818,386 |
| FURNITURE, FIXTURES AND EQUIPMENT | $189,801 | $179,969 | $9,832 | $9,832 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,387 | LegalFeesAmt |
| Net Investment Income | $1,739 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,648 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $14,860 | $14,860 | $14,860 |
| OTHER ASSETS | $0 | $163,762 | $163,762 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $3,612 | $361 | $3,251 |
| EDUCATIONAL TRAINING | $500 | $105 | $395 |
| EQUIPMENT RENTAL & MAINTENANCE | $14,427 | $3,030 | $11,397 |
| INFORMATION SERVICES | $85,199 | $85,199 | $0 |
| INSURANCE | $20,241 | $4,251 | $15,990 |
| MISCELLANEOUS | $31,715 | $0 | $31,715 |
| OFFICE EXPENSES | $18,364 | $1,837 | $16,527 |
| OTHER GRANT SERVICES | $48,471 | $0 | $48,471 |
| POSTAGE | $1,716 | $172 | $1,544 |
| TECHNOLOGY SERVICES | $18,121 | $1,812 | $16,309 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| EMERGING MARKETS COUNTRY FUND | $73,527 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, LP | $6,831 |
| COMMONFUND HIGH QUALITY BOND FUND | $180,265 |
| FLAG PRIVATE EQUITY III, LP | -$5,704 |
| FLAG VENTURE PARTNERS VI | $4,547 |
| LANDMARK REAL ASSETS FUND | -$19,442 |
| PERENNIAL REAL ESTATE FUND | -$21 |
| STYX PARTNERS FUND | $2 |
| TIFF PRIVATE EQUITY PARTNERS 2007, LLC | $4,805 |
| TIFF PRIVATE EQUITY PARTNERS 2008, LLC | -$1,587 |
| TIFF REALTY & RESOURCES 2008, LLC | -$3,698 |
| TIFF REALTY & RESOURCES III | -$333 |
| TUCKERBROOK SB GLOBAL DISTRESSED FUND | $3,858 |
| WESTPORT CAPITAL PARTNERS REAL ESTATE FUND I | $99 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $155,573 | Amt |
| Net Investment Income | $155,573 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX, STATE TAXES AND FEES | CategoryTxt |
| Amt | $64,809 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |