FRAZIER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRAZIER FOUNDATION (EIN 54-1993898)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-09-16
- IRS object ID
- 202502599349100010
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-16T15:36:15-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 JACKSON STREET SUITE 210 | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541993898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRAZIER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAZ | BusinessNameControlTxt |
| Phone | 5612767631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 GROVE PLACE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY FRAZIER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5403741600 | PhoneNum |
| Signature | 2025-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS SPAVONE | PreparerPersonNm |
| PTIN | P01243900 | PTIN |
| Phone | 5403713566 | PhoneNum |
| Preparation | 2025-08-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $785,719 | 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 | $40,082 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,013 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,013 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $211,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $662,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $211,052 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $268,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,065 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,511 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,920 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $264,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $264,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $264,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,065 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,443 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,787 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $98,271 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $422,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $576,693 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $729,168 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $138,460 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,106 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,764 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $677,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $621,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $785,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $677,989 | CapitalStockBOYAmt |
| Capital Stock EOY | $621,586 | 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 | $677,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $621,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $677,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $621,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $677,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $621,586 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $621,586 | 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 | $662,450 | GrossSalesPriceAmt |
| Cost Or Other Basis | $451,398 | CostOrOtherBasisAmt |
| Gain Or Loss | $211,052 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $211,052 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $211,052 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $44 | EsPenaltyAmt |
| Tax Due | $3,214 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PBMARES LLP | IndividualWithBooksNm |
| Phone | 5403713566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 JACKSON STREET SUITE 210 | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY W FRAZIER | ||||||||
| 701 GROVE PLACE | VERO BEACH | FL | 32963 | PRESIDENT | 10.00 | $30,000 | $0 | $0 |
| CARLA FRIEDMAN | ||||||||
| 701 GROVE PLACE | VERO BEACH | FL | 32963 | DIRECTOR | 5.00 | $15,000 | $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 | $779,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $856,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $856,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $843,728 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,170 | TotalTaxAmt |
| Distributable Before Adj | $39,016 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,016 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,016 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $264,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $264,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,529 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $122,318 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $185,717 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $206,601 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $697,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $264,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $225,614 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $923,017 | 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 | $58,529 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $864,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $122,318 | ExcessFromYear4Amt |
| Excess From Year3 | $185,717 | ExcessFromYear3Amt |
| Excess From Year2 | $206,601 | ExcessFromYear2Amt |
| Excess From Year1 | $124,238 | ExcessFromYear1Amt |
| Excess From Current Year | $225,614 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY W FRAZIER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $5,000 |
| COMMUNITY FOUNDATION OF WESTERN NC | |||||||
| 4 VANDERBILT PARK DRIVE SUITE 300 | ASHEVILLE | NC | 28803 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $5,000 |
| ENVIRONMENTAL LEARNING CENTER | |||||||
| 255 LIVE OAK DRIVE | VERO BEACH | FL | 32963 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $20,000 |
| GILFFORD YOUTH ACHIEVMENT CENTER | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $5,000 |
| IRSC FOUNDATION | |||||||
| 3209 VIRGINIA AVENUE | FORT PIERCE | FL | 34981 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $1,000 |
| JAKE OWEN FONDATION | |||||||
| 1711 19TH AVE S | NASHVILLE | TN | 372123701 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $8,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $2,000 |
| QUAIL VALLEY CHARITIES INC | |||||||
| 2345 FL A1A | VERO BEACH | FL | 32963 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $15,000 |
| SENIOR RESOURCE ASSOCIATION | |||||||
| 694 14TH STREET | VERO BEACH | FL | 32960 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $63,905 |
| THE SOURCE | |||||||
| 1015 COMMERCE AVENUE | VERO BEACH | FL | 32960 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $18,500 |
| UNIVERSITY OF PITTSBURGH | |||||||
| PARK PLAZA 128 NORTH CRAIG STREET | PITTSBURGH | PA | 15260 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $75,000 |
| VERO BEACH MUSEUM OF ART | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $6,450 |
| VNA HOSPICE | |||||||
| 99 CHAUNCY STREET | BOSTON | MA | 021111212 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $3,000 |
| YOUTH GUIDANCE | |||||||
| 1 NORTH LASALLE SUITE 900 | CHICAGO | IL | 60602 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $15,275 |
| STEPPING STONES FOUNDATION | |||||||
| PO BOX 452 | BEDFORD HILLS | NY | 10507 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $500 |
| FREEDOM MINISTRIES | |||||||
| PO BOX 838 | RAYMONDVILLE | TX | 78580 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $20,000 |
| UNIVERSITY OF MARYLAND ALUMNI ASSOCIATION | |||||||
| 7801 ALUMNI DRIVE | COLLEGE PARK | MD | 207421521 | N/A | PUBLIC | PROVIDE ASSISTANCE WITH CHARITY'S EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $264,630 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,013 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $211,052 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,065 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GARY FRAZIER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 GROVE PLACE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,082 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 35 SHARES OF COST | $32,449 | 2024-12-30 |
| 1 | 250 SHARES OF AMZN | $52,833 | 2024-12-02 |
| 1 | 200 SHARES OF NVDA | $29,378 | 2024-11-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND | $15,483 | $14,945 |
| AIR PROD & CHEM INC | $11,118 | $12,693 |
| ALPHABET INC | $11,526 | $17,623 |
| AMAZON COM INC | $2,239 | $18,648 |
| AMGEN INC | $9,814 | $11,168 |
| APPLE INC | $5,143 | $20,517 |
| ASML HOLDING NV NY REG | $12,992 | $16,028 |
| AUTOMATIC DATA PROCESSING INC | $9,537 | $12,336 |
| AXITAN HOLDINGS | $250,003 | $250,003 |
| BECTON DICKINSON & CO | $10,886 | $7,751 |
| BLACKROCK INC | $6,239 | $10,493 |
| CATERPILLAR INC | $6,886 | $13,587 |
| CHEVRON CORP | $11,757 | $11,455 |
| CHUBB LTD | $9,743 | $14,486 |
| CISCO SYS INC | $8,958 | $13,876 |
| COSTCO WHOLESALE CORP | $4,871 | $9,899 |
| HOME DEPOT | $9,903 | $12,832 |
| JOHNSON & JOHNSON | $11,893 | $11,456 |
| JPMORGAN CHASE & CO | $6,983 | $17,395 |
| KIMBERLY CLARK CORP | $9,688 | $9,669 |
| L3HARRIS TECHNOLOGIES | $11,038 | $13,796 |
| LOCKHEED MARTIN CORP | $10,521 | $11,579 |
| MASTERCARD INC | $6,780 | $11,239 |
| MEDTRONIC PLC | $10,394 | $10,025 |
| MERCK & CO INC NEW COM | $9,457 | $7,916 |
| MICROSOFT CORP | $4,650 | $27,358 |
| NEXTERA ENERGY INC | $12,002 | $12,149 |
| NVIDIA CORPORATION | $3,411 | $33,968 |
| RAYTEON TECHNOLOGIES CORP | $9,390 | $14,602 |
| STARBUCKS CORP | $10,725 | $11,454 |
| THE COCA COLA CO | $9,662 | $10,966 |
| THE TOLL BROTHERS INC | $14,751 | $14,266 |
| U S BANCORP COM NEW | $10,285 | $10,181 |
| VERIZON COMMUNICATIONS | $12,058 | $10,818 |
| VULCAN MATERIALS CO | $7,294 | $11,737 |
| SYNOPSYS INC | $8,613 | $10,254 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | AT COST | $3,832 | $6,261 |
| ISHARES CORE MSCI EMERGING | AT COST | $4,746 | $6,003 |
| ISHARES CORE S&P SMALL CAP E | AT COST | $5,344 | $8,197 |
| ISHARES S&P MIDCAP 400 INDEX | AT COST | $4,184 | $9,303 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $17 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $5,511 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $942 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |