BOOTH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BOOTH FOUNDATION (EIN 20-0667161)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349101992
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:20:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592831281 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALER DONTEN LEVINE ET AL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DR 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334015948 | 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 | 200667161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOOTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOOT | BusinessNameControlTxt |
| Phone | 7722254391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE NO 900 | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE SAWYER-BOOTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7722254391 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A PENCE JR | PreparerPersonNm |
| PTIN | P00141013 | PTIN |
| Phone | 5618329292 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.147.220.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:51:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 68461849453358E8525249EA0C02F757544ECBB5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 68F009FCBDDA414A3B514E3F8BA278736A082D87 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,780,571 | 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 | $43,486,722 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,107,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,107,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,541,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,975,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,602 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,602 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $42,091,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,146,427 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $84,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,943 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,260 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,683 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,426 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,754 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,890 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,890 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,993 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,567 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,426 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,902 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,849 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,053 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $330,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,916 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,268,628 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,268,628 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,599,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,371,544 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,492,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,918,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,297 | CashBOYAmt |
| Cash EOY | $61,687 | CashEOYAmt |
| Cash EOYFMV | $61,687 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,199,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,081,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,081,596 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $43,953,364 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,615,050 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,628,255 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $28,533 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,033 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,033 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,190,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,767,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,780,571 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $84,708 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $84,708 | 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 | $47,190,424 | RetainedEarningBOYAmt |
| Retained Earning EOY | $85,682,658 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,190,424 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,682,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,190,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,767,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,190,424 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,492,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $85,682,658 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,682,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB | $81,162 | $84,685 | -$3,523 | -$3,523 | |
| CHARLES SCHWAB | $76,348 | $45,206 | $31,142 | $31,142 | |
| MERRILL LYNCH | $4,052,997 | $3,914,089 | $138,908 | $138,908 | |
| MERRILL LYNCH | $2,337,152 | $2,261,998 | $75,154 | $75,154 | |
| MERRILL LYNCH | $320,658 | $371,701 | -$51,043 | -$51,043 | |
| MERRILL LYNCH | $8,346,489 | $11,791,243 | -$3,444,754 | -$3,444,754 | |
| MERRILL LYNCH (SUPPLEMENTAL) | $105,579 | $105,579 | $0 | $0 | |
| MERRILL LYNCH | $519,694 | $519,694 | $0 | $0 | |
| MERRILL LYNCH | $527 | $527 | $0 | $0 | |
| MERRILL LYNCH | $1,118,130 | $1,008,855 | $109,275 | $109,275 | |
| MERRILL LYNCH | $93,381 | $13,179 | $80,202 | $80,202 | |
| MERRILL LYNCH | $334,199 | $711,895 | -$377,696 | -$377,696 | |
| MERRILL LYNCH | $562,834 | $562,834 | $0 | $0 | |
| MERRILL LYNCH | $125,050 | -$125,050 | -$125,050 | ||
| MERRILL LYNCH | $307 | $185 | $122 | $122 | |
| CAPITAL GAINS DIVIDENDS | $25,884 | $25,884 | $25,884 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,541,379 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,082,704 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,708,685 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072546 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $892,406 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,793,870 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037506 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,464,393 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,023,043 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,680,405 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,975,242 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057995 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,452,062 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,193,954 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043745 | DistributionYr5Rt |
| Total Distribution | 0.323693 | TotalDistributionRt |
| Average Distribution | 0.064739 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $73,550,899 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,761,612 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,184 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,780,796 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,371,544 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,033 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,033 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $987 | EsPenaltyAmt |
| Tax Due | $15,323 | 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 | THOMAS A PENCE JR CPA | IndividualWithBooksNm |
| Phone | 5618329292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 S FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | W PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHERINE BOOTH | ||||||||
| 2001 SAILFISH POINT BLVD 316 | STUART | FL | 34996 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| KIMBERLY LOMBEAR | ||||||||
| 1950 SW PALM CITY ROAD 13-301 | STUART | FL | 34994 | TREASURER | 1.00 | $84,000 | $0 | $0 |
| SUSAN MACHAMER | ||||||||
| 1000 N US HIGHWAY 1 TOWNHOUSE 752 | JUPITER | FL | 33477 | VICE-PRESIDENT | 1.00 | $84,000 | $0 | $0 |
| THOMAS A PENCE JR | ||||||||
| 7535 SE FOREST OAK LANE | HOBE SOUND | FL | 33455 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH TERDO PRINZ | ||||||||
| 815 COLORADO AVENUE SUITE 103 | STUART | FL | 34994 | SECRETARY | 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 | $68,092,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,559,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,783 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,670,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,670,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,120,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,550,899 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,677,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,677,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,369 | TotalTaxAmt |
| Distributable Before Adj | $3,639,176 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,639,176 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,639,176 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,371,544 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,371,544 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,371,544 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,639,176 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $273,235 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,376,213 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $657,324 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,306,772 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,371,544 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,371,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $267,632 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $267,632 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,039,140 | 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 | $2,039,140 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,603 | ExcessFromYear4Amt |
| Excess From Year3 | $1,376,213 | ExcessFromYear3Amt |
| Excess From Year1 | $657,324 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HUNINGTON MUSEUM OF ART | |||||||
| 2033 MCCOY ROAD | HUNTINGTON | WV | 25701 | NONE | PUBLIC | GENERAL SUPPORT | $265,000 |
| INTERNATIONAL COOPERATING MINISTRIES | |||||||
| 1901 N ARMISTEAD AVENUE | HAMPTON | VA | 23666 | NONE | PUBLIC | TO BUILD CHURCHES IN AFRICA | $885,500 |
| OUTREACH FOUNDATION OF FIRST PRESBYTERIAN | |||||||
| 318 SEABOARD LANE SUITE 205 | FRANKLIN | TN | 37069 | NONE | PUBLIC | PROGRAM FOR DISADVANTAGED PEOPLE | $2,118,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,268,628 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,107,825 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $38,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,541,379 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,394,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,394,952 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEX E BOOTH JR IRREVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SE SAILFISH POINT BLVD 316 | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $43,486,722 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,180 | Amt |
| Net Investment Income | $6,426 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,754 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS STOCKS, BONDS & PTPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $77,615,050 | BookValueAmt |
| EOYFMV | $87,628,255 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,943 | LegalFeesAmt |
| Net Investment Income | $6,260 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,683 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX RECEIVABLE | Desc |
| BOY Book Value | $28,533 | BOYBookValueAmt |
| EOY Book Value | $9,033 | EOYBookValueAmt |
| EOYFMV | $9,033 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $4,829 | $4,829 | $0 |
| CONTRACT LABOR | $1,520 | $1,064 | $456 |
| INVESTMENT EXPENSES | $2,637 | $2,637 | $0 |
| OFFICE EXPENSES | $11,541 | $5,770 | $5,771 |
| ROYALTY EXPENSES | $13,549 | $13,549 | $0 |
| TRAVEL | $826 | $0 | $826 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH (732-02434) | Desc |
| Revenue And Expenses Per Books | $38,602 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,602 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,602 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $84,708 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - CHARLES SCHWAB (1788-9764) | $332 | $332 | $0 |
| INVESTMENT FEES - CHARLES SCHWAB (2555-5833) | $274 | $274 | $0 |
| INVESTMENT FEES - MERRILL LYNCH (732-02420) | $87,284 | $87,284 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $9,141 | $9,141 | $0 |
| PAYROLL TAXES | $12,852 | $6,426 | $6,426 |