THE@SEAN AND BETH LANG FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE@SEAN AND BETH LANG FAMILY FOUNDATION (EIN 38-7217132)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-09-11
- IRS object ID
- 202512549349100606
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-11T09:36:04-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031405 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGILL POWER BELL & ASSOC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 W 8TH STREET | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | 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 | 387217132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEAN AND BETH LANG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAN | BusinessNameControlTxt |
| Phone | 8144536594 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 INDIAN RD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334803021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN P LANG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8144536594 | PhoneNum |
| Signature | 2025-09-03 | 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 | DEAN R FAIR | PreparerPersonNm |
| PTIN | P00950090 | PTIN |
| Phone | 8144536594 | PhoneNum |
| 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 | $4,038,398 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,236,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $57,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,824 | 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 |
| Other Prof Fees Rev And Expnss | $4,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,410 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,410 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $528,624 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $528,624 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $533,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,410 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $528,624 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$475,784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,414 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $403,783 | CashBOYAmt |
| Cash EOY | $139,810 | CashEOYAmt |
| Cash EOYFMV | $139,810 | CashEOYFMVAmt |
| Corporate Stock BOY | $680,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $516,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $515,435 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,431,587 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,382,909 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,884,669 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $498,484 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,015,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,539,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,038,398 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $39,150 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,150 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $39,150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,150 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,976,342 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,500,558 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,976,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,500,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,015,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,539,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,976,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$475,784 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,500,558 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,500,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PNC REALIZED LOSS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-01-01 | AcquiredDt |
| Sold | 2025-06-01 | SoldDt |
| Gross Sales Price | $1,236,855 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,270,280 | CostOrOtherBasisAmt |
| Gain Or Loss | -$33,425 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$33,425 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$33,425 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | 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 | $720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $481 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SEAN P LANG | IndividualWithBooksNm |
| Phone | 8144536594 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 INDIAN RD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334803021 | 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 |
|---|---|---|---|---|---|---|---|---|
| SEAN P LANG | ||||||||
| 219 INDIAN RD | PALM BEACH | FL | 334803021 | PRESIDENT/TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| BETH LANG | ||||||||
| 219 INDIAN RD | PALM BEACH | FL | 334803021 | VICE PRESIDENT | 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 | $3,183,974 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,502,855 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,502,855 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,450,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,201 | TotalTaxAmt |
| Distributable Before Adj | $171,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $171,315 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $171,315 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $528,624 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $528,624 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $77,383 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $44,975 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $122,358 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $528,624 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $171,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $357,309 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $479,667 | 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 | $479,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $77,383 | ExcessFromYear3Amt |
| Excess From Year1 | $44,975 | ExcessFromYear1Amt |
| Excess From Current Year | $357,309 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPCA | ||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PC | GENERAL FUND | $1,000 |
| CATHOLIC DIOCESE OF PALM BEACH | ||||||
| 9995 N MILITARY TRL | PALM BEACH GARDENS | FL | 33410 | PC | GENERAL FUND | $3,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | PC | GENERAL FUND | $400,524 |
| COLGATE UNIVERSITY | ||||||
| 13 OAK DR E EXT | HAMILTON | NY | 13346 | PC | GENERAL FUND | $1,000 |
| CONNEAUT LAKE AQUATIC MANAGEMENT ASSOCIATION | ||||||
| PO BOX 49 | CONNEAUT LAKE | PA | 16316 | PC | GENERAL FUND | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 700 S DIXIE HWY 101 | WEST PALM BEACH | FL | 33401 | PC | GENERAL FUND | $1,100 |
| DELTA TAU DELTA MISS GREEK | ||||||
| 3201 HULL ROAD PO BOX 112750 | GAINESVILLE | FL | 32611 | PC | GENERAL FUND | $100 |
| FIELDSTONE FARM THERAPY | ||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | PC | GENERAL FUND | $1,000 |
| HANLEY FOUNDATION | ||||||
| 933 45TH ST | WEST PALM BEACH | FL | 33407 | PC | GENERAL FUND | $5,000 |
| HOFFMAN INSTITUTE FOUNDATION | ||||||
| 1299 FOURTH STREET 6TH FLOOR | SAN RAFAEL | CA | 94901 | PC | GENERAL FUND | $500 |
| HOLY CROSS CATHOLIC CHURCH | ||||||
| 10970 JACK NICKLAUS DRIVE | NORTH PALM BEACH | FL | 33408 | PC | GENERAL FUND | $1,000 |
| KELLY FOSTERS | ||||||
| 790 JUNO OCEAN WALK 201C | JUNO BEACH | FL | 33408 | PC | GENERAL FUND | $2,500 |
| LEGAL AID SOCIETY | ||||||
| 423 FERN STREET 200 | WEST PALM BEACH | FL | 33401 | PC | GENERAL FUND | $2,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | GENERAL FUND | $1,500 |
| MEALS ON WHEELS | ||||||
| PO BOX 791568 | BALTIMORE | MD | 21279 | PC | GENERAL FUND | $2,500 |
| NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS | ||||||
| 11 CROOKED LN | NANTUCKET | MA | 02554 | PC | GENERAL FUND | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PC | GENERAL FUND | $500 |
| OPPORTUNITIES INC | ||||||
| 5100 PHILADELPHIA WAY | LANHAM | MD | 20706 | PC | GENERAL FUND | $6,000 |
| RED SNEAKERS FOR OAKLEY | ||||||
| PO BOX 2687 | PALM BEACH | FL | 33480 | PC | GENERAL FUND | $2,500 |
| ROSARIAN ACADEMY | ||||||
| 807 N FLAGLER DR | WEST PALM BEACH | FL | 33401 | PC | GENERAL FUND | $55,000 |
| ST EDWARD CATHOLIC CHURCH | ||||||
| 144 N COUNTY RD | PALM BEACH | FL | 33480 | PC | GENERAL FUND | $2,500 |
| THE FLORIDA HIGHWAY PATROL ADVISORY COUNCIL | ||||||
| 2900 APALACHEE PARKWAY | TALLAHASSEE | FL | 32399 | PC | GENERAL FUND | $1,000 |
| THE LORDS PLACE | ||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | PC | GENERAL FUND | $1,500 |
| THE PINK AGENDA | ||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | GENERAL FUND | $150 |
| THETA FOUNDATION | ||||||
| 8740 FOUNDERS ROAD | INDIANAPOLIS | IN | 46268 | PC | GENERAL FUND | $250 |
| UNITED WAY OF PALM BEACH COUNTY | ||||||
| 477 S ROSEMARY AVE SUITE 230 | WEST PALM BEACH | FL | 33401 | PC | GENERAL FUND | $5,000 |
| UNIVERSITY OF KENTUCKY OFFICE OF PHILANTHROPY | ||||||
| STURGILL PHILANTHROPY BUILDING | LEXINGTON | KY | 40506 | PC | GENERAL FUND | $21,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $528,624 | 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 | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,819 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$33,425 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,399 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,399 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | EQUITIES | BondNm |
| EOY Book Value | $2,382,909 | EOYBookValueAmt |
| EOYFMV | $2,884,669 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIXED INCOME | StockNm |
| EOY Book Value | $516,989 | EOYBookValueAmt |
| EOYFMV | $515,435 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $500,000 | BookValueAmt |
| EOYFMV | $498,484 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO OFFICERS | Desc |
| BOY Book Value | $39,150 | BOYBookValueAmt |
| EOY Book Value | $39,150 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $4,410 | Amt |
| Net Investment Income | $4,410 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT TAX DUE | CategoryTxt |
| Amt | $149 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |