ESTHER B OKEEFFE CHARITABLE TR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ESTHER B OKEEFFE CHARITABLE TR FOUNDATION (EIN 65-0244287)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-08
- IRS object ID
- 202011609349100001
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-08T06:25:57-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591363792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEEFE MCCULLOUGH & CO LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 N FEDERAL HIGHWAY SUITE 410 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650244287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTHER B O'KEEFFE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESTH | BusinessNameControlTxt |
| Phone | 5618323682 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 46 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARE O'KEEFFE | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 5618323682 | PhoneNum |
| Signature | 2020-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH D LEO | PreparerPersonNm |
| PTIN | P00425026 | PTIN |
| Phone | 9547710896 | PhoneNum |
| Preparation | 2020-05-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.80.67.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-27 | IPDt |
| IP Tm | 07:48:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A6944D63CD9862EB90DCB4417354F42BDC69F6F8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A460E0763A52E16C2896810830041BAE7544C3F9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,305,421 | 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 | $265,627 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $265,627 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $429,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $429,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,251,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,899,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,251,662 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,946,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,946,742 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $238,350 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $119,175 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $119,175 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,192 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,192 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $342,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $342,633 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,052 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,052 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $613,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $494,082 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $119,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,775,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,775,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,388,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $494,082 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,894,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$441,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,452,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $811,834 | CashBOYAmt |
| Cash EOY | $1,018,738 | CashEOYAmt |
| Cash EOYFMV | $1,018,738 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $91,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,731,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,731,537 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,151,368 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,015,182 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,092,043 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,495,694 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,026,344 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,533,846 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,398,752 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,807,885 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,031,220 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,156,025 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $841,658 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $898,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,104,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,441,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,305,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,104,752 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,441,344 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,104,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,441,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,104,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,441,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,104,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$441,515 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,663,237 | SubtotalAmt |
| Other Decreases | $221,893 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,441,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EDWARD JONES-25576 S/T COVERED | P | $524,329 | $503,568 | $20,761 | $20,761 |
| EDWARD JONES-25576 L/T COVERED | P | $2,031,903 | $1,918,548 | $113,355 | $113,355 |
| CHARLES SCHWAB 7588 S/T COVERED | P | $191,956 | $215,188 | -$23,232 | -$23,232 |
| CHARLES SCHWAB 7588 L/T COVERED | P | $767,075 | $822,180 | -$55,105 | -$55,105 |
| CHARLES SCHWAB 7588 L/T NONCOVERED | P | $121,822 | $87,325 | $34,497 | $34,497 |
| CHARLES SCHWAB 8510 S/T COVERED | P | $401,230 | $433,895 | -$32,665 | -$32,665 |
| CHARLES SCHWAB 8510 L/T COVERED | P | $1,616,927 | $1,290,003 | $326,924 | $326,924 |
| CHARLES SCHWAB 8510 L/T NONCOVERED | P | $49,866 | $12,264 | $37,602 | $37,602 |
| CHARLES SCHWAB 9703 S/T COVERED | P | $1,597,240 | $1,601,478 | -$4,238 | -$4,238 |
| CHARLES SCHWAB 9703 L/T COVERED | P | $4,461,936 | $4,203,370 | $258,566 | $258,566 |
| CHARLES SCHWAB 9703 L/T NONCOVERED | P | $943,707 | $885,317 | $58,390 | $58,390 |
| CHARLES SCHWAB 9645 S/T COVERED | P | $164,850 | $144,582 | $20,268 | $20,268 |
| CHARLES SCHWAB 9645 L/T COVERED | P | $2,817,688 | $2,530,029 | $287,659 | $287,659 |
| CAPITAL GAINS DIVIDENDS | P | $208,880 | $208,880 | $208,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,251,662 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,105,028 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,065,301 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060032 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,087,390 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,295,621 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059140 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,914,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,114,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054526 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,053,002 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,724,236 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054421 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,000,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,915,634 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050106 | DistributionYr5Rt |
| Total Distribution | 0.278225 | TotalDistributionRt |
| Average Distribution | 0.055645 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,105,996 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,009,118 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,527 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,023,645 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,894,175 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $14,788 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CLARE O'KEEFFE | IndividualWithBooksNm |
| Phone | 5618323682 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 46 | AddressLine1Txt |
| City | PLAM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| CLARE O'KEEFFE | ||||||||
| PO BOX 46 | PALM BEACH | FL | 33480 | CO TRUSTEE | 35.00 | $100,750 | $0 | $0 |
| BRIAN O'KEEFFE | ||||||||
| 2413 LIME TREE DRIVE | EDGEWATER | FL | 32141 | CO TURSTEE | 30.00 | $97,600 | $0 | $0 |
| ANN LEE GRAY | ||||||||
| 245 SONOMA ISLES CIRCLE | JUPITER | FL | 33478 | CO TRUSTEE | 15.00 | $40,000 | $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 | $34,444,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,211,666 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,655,833 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,655,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $549,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,105,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,805,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,805,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,053 | TotalTaxAmt |
| Distributable Before Adj | $1,776,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,776,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,776,247 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,894,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,894,175 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,894,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,776,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,246 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,786 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $165,689 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $344,763 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $380,307 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,083,791 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,894,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,776,247 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $117,928 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,201,719 | 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 | $12,246 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,189,473 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,786 | ExcessFromYear4Amt |
| Excess From Year3 | $165,689 | ExcessFromYear3Amt |
| Excess From Year2 | $344,763 | ExcessFromYear2Amt |
| Excess From Year1 | $380,307 | ExcessFromYear1Amt |
| Excess From Current Year | $117,928 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLARE O'KEEFFE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 46 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5618323682 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JUNIOR ACHIEVEMENT OF THE PALM BEACHES | ||||||
| 6309 VISTA PARKWAY NORTH STE 110 | WEST PALM BEACH | FL | 33411 | PC | DESIGNATED FOR BIZ TOWN, MAD SCIENCE, AND CARIBBEAN WIND EVENT | $300,000 |
| MUSEUM OF THE BIBLE | ||||||
| 400 4TH STREET SW | WASHINGTON | DC | 20024 | PC | PLEDGE #3 PAYMENT FOR VATICAN EXHIBIT | $800,000 |
| SOCIETY OF THE FOUR ARTS | ||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PC | TO BE USED AT THEIR DISCRETION | $25,000 |
| THE KINGS ACADEMY | ||||||
| 8401 BELVEDERE RD | WEST PALM BEACH | FL | 33411 | PC | O'KEEFE PRE-LAW STUDIES PROGRAM | $500,000 |
| NORTON MUSEUM OF ART | ||||||
| 1450 SOUTH DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | LEAD SPONSOR GIFT FOR GEORGIA O'KEEFE EXHIBITION | $100,000 |
| BETHESDA BY THE SEA CHURCH | ||||||
| 141 SOUTH COUNTY ROAD | PALM BEACH | FL | 33480 | PC | FUND FOR DORIAN RELIEF | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,775,000 | 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 | $265,627 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $429,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,251,662 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,946,742 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,946,742 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,192 | Amt |
| Net Investment Income | $11,192 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $7,807,885 | EOYBookValueAmt |
| EOYFMV | $8,031,220 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $14,026,344 | EOYBookValueAmt |
| EOYFMV | $19,533,846 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,015,182 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,092,043 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $841,658 | BookValueAmt |
| EOYFMV | $898,037 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST BOOK VALUE OF ASSETS FOR NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $221,893 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | 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 | $342,633 | Amt |
| Net Investment Income | $342,633 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,772 | $6,772 | $0 |
| TAX PAYMENTS | $14,280 | $14,280 | $0 |