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THE BATCHELOR FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE BATCHELOR FOUNDATION INC (EIN 65-0188171)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-06
IRS object ID
202033119349100403
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-06T07:59:54-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & COPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13310 MARY STREET SUITE 501AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650188171EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BATCHELOR FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBATCBusinessNameControlTxt
Phone3055345004PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11680 MICHIGAN AVENUE NO PH1AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY J ANSLEYPersonNm
Person TitleCFOPersonTitleTxt
Phone3055345004PhoneNum
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN ANZIVINOPreparerPersonNm
PTINP01308751PTIN
Phone3058585600PhoneNum
Preparation2020-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.175.46.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-05IPDt
IP Tm15:00:03IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id980FAF69EFA7F1B61392BCAC9A1E47EE8FF21D4AAtSubmissionCreationDeviceId
At Submission Filing Device Id108C5DD41CA4A3BAE1A63A201AE564BC29A16738AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$350,389,977FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$148,982ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$903,702InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$903,702InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,345,278DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,345,278DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,743,352NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$77,142,628GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,743,352CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$22,473OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,189,050OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$18,163,787TotalRevAndExpnssAmt
Total Net Invst Incm$25,181,382TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,147,148CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$113,571CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$576,681CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$120,504OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$36,854OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$60,185OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$283,365PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$51,642PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$129,160PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$31,544LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,975AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,900AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$167,806TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$42,612DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$51,505OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$25,753OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,098,087OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,028,128OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35,548OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,950,521TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,234,170TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$831,227TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,972,964ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,837,964ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,923,485TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,234,170TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,669,191TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,759,698ExcessRevenueOverExpensesAmt
Net Investment Income$23,947,212NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,067,769SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,090,378SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,090,378SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$308,502PrepaidExpensesBOYAmt
Prepaid Expenses EOY$105,307PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$105,307PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$67,406,265CorporateStockBOYAmt
Corporate Stock EOY$41,547,874CorporateStockEOYAmt
Corporate Stock EOYFMV$41,547,874CorporateStockEOYFMVAmt
Other Investments BOY$301,446,749OtherInvestmentsBOYAmt
Other Investments EOY$298,434,940OtherInvestmentsEOYAmt
Other Investments EOYFMV$299,424,940OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,661,918LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$599,703LandBldgEquipAccumDeprecAmt
Land BOY$1,104,827LandBOYAmt
Land EOY$1,062,215LandEOYAmt
Land EOYFMV$1,062,215LandEOYFMVAmt
Other Assets BOY$224,085OtherAssetsBOYAmt
Other Assets EOY$159,263OtherAssetsEOYAmt
Other Assets EOYFMV$159,263OtherAssetsEOYFMVAmt
Total Assets BOY$376,558,197TotalAssetsBOYAmt
Total Assets EOY$349,399,977TotalAssetsEOYAmt
Total Assets EOYFMV$350,389,977TotalAssetsEOYFMVAmt
Accounts Payable BOY$98,021AccountsPayableBOYAmt
Accounts Payable EOY$93,245AccountsPayableEOYAmt
Grants Payable BOY$2,865,000GrantsPayableBOYAmt
Grants Payable EOY$2,000,000GrantsPayableEOYAmt
Other Liabilities BOY-$270,486OtherLiabilitiesBOYAmt
Other Liabilities EOY-$356,773OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,692,535TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,736,472TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$373,865,662RetainedEarningBOYAmt
Retained Earning EOY$347,663,505RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$373,865,662TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$347,663,505TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$376,558,197TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$349,399,977TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$373,865,662TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,759,698ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$368,105,964SubtotalAmt
Other Decreases$20,442,459OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$347,663,505TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$77,142,628GrossSalesPriceAmt
Cost Or Other Basis$68,399,276CostOrOtherBasisAmt
Gain Or Loss$8,743,352GainOrLossAmt
Gains Minus Excess Or Losses$8,743,352GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,743,352CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,066,526AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$366,027,742NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057554DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,685,243AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$381,619,833NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041102DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,530,543AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$347,209,743NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059130DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,944,418AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$337,832,436NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.073837DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,789,896AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$371,139,995NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058711DistributionYr5Rt
Total Distribution0.290334TotalDistributionRt
Average Distribution0.058067AverageDistributionRt
Net Vl Noncharitable Assets$355,810,766NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,660,864AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$239,472NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,900,336AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,669,191QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$239,472InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$239,472SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$239,472TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$268,936EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$268,936TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$29,464OverpaymentAmt
Applied To ES Tax$29,464AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressTBFINC.ORGWebsiteAddressTxt
Individual With BooksJACK A FALKIndividualWithBooksNm
Phone3055291500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1550 BILTMORE WAY SUITE 810AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE O BATCHELOR-ROBJOHNS
1680 MICHIGAN AVENUE PH1MIAMI BEACHFL33139TRUSTEE & CEO, CHAIRMAN, SECRETARY40.00$214,050$18,354$0
DANIEL J FERRARESI
1680 MICHIGAN AVENUE PH1MIAMI BEACHFL33139TRUSTEE & CO-CEO (RETIRED MARCH 2020)40.00$429,343$42,579$0
JON BATCHELOR
1680 MICHIGAN AVENUE PH1MIAMI BEACHFL33139TRUSTEE, EXEC. V PRESIDENT40.00$171,850$52,659$0
JACK FALK
1680 MICHIGAN AVENUE PH1MIAMI BEACHFL33139TRUSTEE2.00$0$0$0
NANCY ANSLEY
1680 MICHIGAN AVENUE PH1MIAMI BEACHFL33139TREASURER & CFO40.00$209,527$20,511$0
CARIDAD VELASCO
1680 MICHIGAN AVENUE PH1MIAMI BEACHFL33139CONTROLLER30.00$122,378$42,898$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonROSA GONZALEZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11680 MICHIGAN AVENUE PH1AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
TitleACCOUNTANTTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$73,707CompensationAmt
Employee Benefits$25,416EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
MONDRIAN ALL COUNTRIES WORLD EQUITY FUND
1105 N MARKET ST STE 1118WILMINGTONDE19801INVESTMENT MANAGEMENT FEES$189,286
GRYPHON INTERNATIONAL INVESTMENT CORP
INVESTMENT MANAGEMENT FEES$184,26420 BAY STREET SUITE 1905TORONTOONTARIOCA
THE CONCORD ADVISORY GROUP
PO BOX CN 5275PRINCETONNJ085435275INVESTMENT MANAGEMENT FEES$143,280
CHAMPLAIN INVESTMENT PARTNERS LLC
346 SHELBURNE ROAD 6TH FLRBURLINGTONVT05401INVESTMENT MANAGEMENT FEES$138,184
ZAZOVE ASSOCIATES LLC
520 LAKE COOK RD SUITE 178DEERFIELDIL60015INVESTMENT MANAGEMENT FEES$111,865
FieldValueIRS element (for citing)
Contractor Paid Over50k3ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$353,413,619AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,815,585AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$361,229,204TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$361,229,204AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,418,438CashDeemedCharitableAmt
Net Vl Noncharitable Assets$355,810,766NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,790,538MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,790,538MinimumInvestmentReturnAmt
Tax Based On Investment Income$239,472TaxBasedOnInvestmentIncomeAmt
Total Tax$239,472TotalTaxAmt
Distributable Before Adj$17,551,066DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$17,551,066DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$17,551,066DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,669,191ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,669,191QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$239,472PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,429,719AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,551,066DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,892,129ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,465,096ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,270,253ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,159,459ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,786,937TotalExcessDistributionCyovAmt
Qualifying Distributions$22,669,191QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,551,066AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,118,125RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$23,905,062TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,892,129ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,012,933ExcessDistriCyovToNextYrAmt
Excess From Year4$8,465,096ExcessFromYear4Amt
Excess From Year3$3,270,253ExcessFromYear3Amt
Excess From Year1$3,159,459ExcessFromYear1Amt
Excess From Current Year$5,118,125ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANNE O BATCHELOR-ROBJOHNSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11680 MICHIGAN AVENUE PH1AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3055345004RecipientPhoneNum
Form And Info And MaterialsBOTH NEW AND RETURNING GRANTEES MUST SUBMIT AN INITIAL LETTER OF INTENT ("LOI")THROUGH OUR ONLINE GRANT PORTAL. PAPER APPLICATIONS WILL NOT BE ACCEPTED. LOIS ARE ACCEPTED DURING ONE OF THE FOUNDATION'S QUARTERLY GRANT CYCLES. ONCE THE LOI HAS BEEN INTERNALLY REVIEWED BY THE FOUNDATION'S MANAGEMENT, THE NONPROFIT ORGANIZATION WILL BE INFORMED VIA EMAIL IF IT HAS BEEN APPROVED FOR SUBMISSION OF A MORE FORMAL GRANT APPLICATION ("FORMAL APPLICATION") DURING ONE OF THE FOUNDATION'S QUARTERLY GRANT CYCLES. THE FULLY COMPLETED FORMAL APPLICATION MUST BE SUBMITTED ONLINE THROUGH OUR GRANT PORTAL.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE OUR WEBSITE FOR GRANT SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsALL APPLICANTS MUST BE CURRENTLY RECOGNIZED BY THE IRS AS 501(C)(3) PUBLIC CHARITIES AND CLASSIFIED AS NOT A PRIVATE FOUNDATION. IN ADDITION, THE NONPROFIT MUST BE ACTIVELY REGISTERED WITH THE DEPARTMENT OF AGRICULTURE AND CONSUMER SERVICES TO SOLICIT FUNDS IN FLORIDA. THE BATCHELOR FOUNDATION PLACES HIGHEST PRIORITY ON NONPROFITS LOCATED AND PROVIDING CHARITABLE WORK IN THE SOUTH FLORIDA COUNTIES OF MIAMI-DADE, BROWARD, PALM BEACH AND MONROE. NONPROFIT ORGANIZATIONS THAT SERVE ONE OR MORE OF THESE FOUR (4) FLORIDA COUNTIES BUT ARE HEADQUARTERED ELSEWHERE CAN APPLY FOR A GRANT. THE BATCHELOR FOUNDATION DOES NOT CONSIDER GRANTMAKING TO INTERNATIONAL ORGANIZATIONS, INITIATIVES, OR PROJECTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (332 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
100PLUS ANIMAL RESCUE INC
345 EAST COMMERCIAL BLVDOAKLAND PARKFL33334N/APUBLICGENERAL OPERATIONS$10,000
211 PALM BEACH TREASURE COAST INC
P O BOX 3588LANTANAFL33465N/APUBLICGENERAL OPERATIONS$10,000
4KIDS OF SOUTH FLORIDA INC
2717 W CYPRESS CREEK RDFORT LAUDERDALEFL33309N/APUBLICGENERAL OPERATIONS$100,000
ADOPT-A-FAMILY OF THE PALM BEACHES INC
1712 SECOND AVENUE NORTHLAKEWORTHFL33460N/APUBLICGENERAL OPERATIONS$40,000
ADRIENNE ARSHT CENTER TRUST INC
1300 BISCAYNE BLVDMIAMIFL33132N/APUBLICGENERAL OPERATIONS$100,000
ALHAMBRA MUSIC INC
2829 BIRD AVENUE STE 5COCONUT GROVEFL33133N/APUBLICGENERAL OPERATIONS$5,000
ALL FOR ONE PET RESCUE INC
P O BOX 213325ROYAL PALM BEACHFL33421N/APUBLICGENERAL OPERATIONS$10,000
ALZHEIMER'S COMMUNITY CARE INC
800 NORTHPOINT PARKWAY SUITE 101-BW PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$30,000
AMERICA'S VETDOGS-THE VETERANS K9
371 E JERICHO TURNPIKESMITHTOWNNY11787N/APUBLICGENERAL OPERATIONS$50,000
AMERICAN ASSC OF CAREGIVING YOUTH INC
1515 N FEDERAL HWY 218BOCA RATONFL33432N/APUBLICGENERAL OPERATIONS$30,000
AMERICAN CANCER SOCIETY FLORIDA DIVISION INC
8095 NW 12TH STREET STE200DORALFL33126N/APUBLICGENERAL OPERATIONS$100,000
AMERICAN CHILDREN'S ORCH FOR PEACE INC
2150 CORAL WAY SUITE 3CMIAMIFL33145N/APUBLICGENERAL OPERATIONS$5,000
AMERICAN NATI'L RED CROSS SO FLORIDA REG CHAPTER
335 SW 27TH AVENUEMIAMIFL33135N/APUBLICGENERAL OPERATIONS$25,000
AMERICAN SOC PREVOF CRUELTY TO ANIMALS
520 EIGHTH AVENUENEW YORKNY10018N/APUBLICGENERAL OPERATIONS$50,000
AMERICANS FOR IMMIGRANT JUSTICE INC
3000 BISCAYNE BLVD SUITE 400MIAMIFL33137N/APUBLICGENERAL OPERATIONS$30,000
AMIGOS FOR KIDS INC
2153 CORAL WAY SUITE 405MIAMIFL33145N/APUBLICGENERAL OPERATIONS$25,000
ANDREW RED HARRIS FOUND INC
18230 RIVER OAKS DRJUPITERFL33458N/APUBLICGENERAL OPERATIONS$25,000
ANGLER ACTION FOUNDATION
1505 WEST TERRACE DRIVELAKE WORTHFL33460N/APUBLICGENERAL OPERATIONS$10,000
ARC BROWARD INC
10250 NW 53RD STREETSUNRISEFL33351N/APUBLICGENERAL OPERATIONS$45,000
ARMED FORCES SERVICE CENTER INC
2ND LEVEL TERMINAL E - POBOXMIAMIFL33126N/APUBLICGENERAL OPERATIONS$25,0002601941
ATLANTIC COMMUNITY HS
2455 W ATLANTIC AVENUEDELRAY BEACHFL33445N/APUBLICGENERAL OPERATIONS$12,000
AUDUBON OF FLORIDA
4500 BISCAYNE BLVD STE 205MIAMIFL33137N/APUBLICGENERAL OPERATIONS$315,000
AYUDA INC
7144 BYRON AVENUEMIAMI BEACHFL33141N/APUBLICGENERAL OPERATIONS$15,000
BACK TO BASICS INC
13754 GREENTREE TRAILWELLINGTONFL33414N/APUBLICGENERAL OPERATIONS$10,000
BANYAN COMMUNITY HEALTH CENTER INC
3850 W FLAGLER STMIAMIFL33134N/APUBLICGENERAL OPERATIONS$15,000
BARRY UNIVERSITY
11300 NE 2ND AVENUEMIAMI SHORESFL33161N/APUBLICGENERAL OPERATIONS$60,000
BAT CONSERVATION INT'L INC
500 N CAPITAL OF TX HWY BLDG1AUSTINTX78746N/APUBLICGENERAL OPERATIONS$25,000
BE STRONG INTERNATIONAL INC
9730 EAST HIBISCUS ST SUITE BPALMETTO BAYFL33157N/APUBLICGENERAL OPERATIONS$25,000
BE THE MATCH FOUNDATION
500 N 5TH STMINNEAPOLISMN55401N/APUBLICGENERAL OPERATIONS$20,000
BEACON COLLEGE PREP INC
13400 NW 28TH AVENUEOPALOCKAFL33141N/APUBLICGENERAL OPERATIONS$30,000
BIG BROTHERS BIG SISTERS OF MIAMI INC
550 NW 42ND AVENUEMIAMIFL33126N/APUBLICGENERAL OPERATIONS$75,000
BIG BROTHERS BIG SISTERS OF PB & MARTIN COUNTIES INC
1700 KIRK ROADW PALM BEACHFL33406N/APUBLICGENERAL OPERATIONS$40,000
BIG DOG RANCH RESCUE INC
1090 JUPITER PARK DRIVE SUITE 201JUPITERFL33458N/APUBLICGENERAL OPERATIONS$50,000
BIT-BY-BIT MED THERAP RIDING CTR
3141 SW 118TH TERRDAVIEFL33330N/APUBLICGENERAL OPERATIONS$9,500
BLUE SKY FOUNDATION INC
8116 LABORNEWELLINGTONFL33414N/APUBLICGENERAL OPERATIONS$10,000
BLUEWATER BABES CHARITABLE TRUST
360 CYPRESS DRIVE 4TEQUESTAFL33469N/APUBLICGENERAL OPERATIONS$10,000
BOCA HELPING HANDS INC
1500 NW 1ST COURTBOCA RATONFL33432N/APUBLICGENERAL OPERATIONS$60,000
BORN FREE PET SHELTER INC
P O BOX 772050MIAMIFL33177N/APUBLICGENERAL OPERATIONS$2,900
BOY SCOUTS OF AMERICA GULFSTREAM COUNCIL
8335 N MILITARY TRAILPALM BEACH GARDENSFL33410N/APUBLICGENERAL OPERATIONS$400,000
BOYS & GIRLS CLUBS OF BROWARD COUNTY INC
877 NW 61ST STREETFT LAUDERDALEFL33309N/APUBLICGENERAL OPERATIONS$30,000
BOYS & GIRLS CLUBS OF MARTIN COUNTY
11500 SE LARES AVE P O BOX 910HOBE SOUNDFL33475N/APUBLICGENERAL OPERATIONS$10,000
BOYS & GIRLS CLUBS OF PALM BEACH INC
800 NORTHPOINT PARKWAY STE204W PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$78,000
BOYS & GIRLS CLUBS OF THE KEYS AREA INC
1400 UNITED STREET STE 108KEY WESTFL33040N/APUBLICGENERAL OPERATIONS$10,000
BOYS TOWN SOUTH FLORIDA INC
1655 PALM BEACH LAKES BLVD SUITEW PALM BEACHFL33401N/APUBLICGENERAL OPERATIONS$50,000300
BRANCHES FKA SOUTH FLORIDA URBAN MINISTRIES INC
11500 NW 12TH AVENUEMIAMIFL33168N/APUBLICGENERAL OPERATIONS$102,500
BROWARD COALITION FOR THE HOMELESS INC
P O BOX 030177FT LAUDERDALEFL33303N/APUBLICGENERAL OPERATIONS$1,000
BROWARD PARTNERSHIP FOR THE HOMELESS INC
920 NW 7TH AVEFT LAUDERDALEFL33311N/APUBLICGENERAL OPERATIONS$345,000
CAMILLUS HOUSE INC
1603 NW 7TH AVENUEMIAMIFL33136N/APUBLICGENERAL OPERATIONS$127,500
CANCER ALLIANCE OF HELP & HOPE INC
P O BOX 3292PALM BEACHFL33480N/APUBLICGENERAL OPERATIONS$25,000
CANINE ASSISTED THERAPY INC
1040 NE 45TH STREETOAKLAND PARKFL33334N/APUBLICGENERAL OPERATIONS$15,000
CARE ELEMENTARY SCHOOL
2025 NW 1ST AVENUEMIAMIFL33127N/APUBLICGENERAL OPERATIONS$30,000
CARIDAD CENTER INC
8645 W BOYTON BCH BLVDBOYTON BEACHFL33472N/APUBLICGENERAL OPERATIONS$15,000
CATS EXCLUSIVE INC
6350 WEST ATLANTIC BLVDMARGATEFL33063N/APUBLICGENERAL OPERATIONS$5,000
CENTER FOR CREATIVE EDUCATION INC
425 - 24TH STREETW PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$20,000
CENTER FOR FAMILY & CHILD ENRICHMENT INC
1825 NW 167TH ST SUITE 102MIAMIFL33056N/APUBLICGENERAL OPERATIONS$10,000
CHAPMAN PARTNERSHIP INC
1550 NORTH MIAMI AVENUEMIAMIFL33136N/APUBLICGENERAL OPERATIONS & ENDOWMENT$410,000
CHICAGO ZOOLOGICAL SOCIETY
3300 GOLF ROADBROOKFIELDIL60513N/APUBLICGENERAL OPERATIONS$25,000
CHILD RESCUE COALITION INC
4530 CONFERENCE WAY SBOCA RATONFL33431N/APUBLICGENERAL OPERATIONS$25,000
CHILDREN'S BEREAVEMENT CENTER
6619 SOUTH DIXIE HIGHWAY 302MIAMIFL33142N/APUBLICGENERAL OPERATIONS$50,000
CHILDREN'S HARBOR INC
19425 SW 58TH MANORPEMBROKE PINESFL33332N/APUBLICGENERAL OPERATIONS$25,000
CHILDREN'S HOME SOCIETY OF FLORIDA
INTERCOASTAL DIVISION 401 NE 4THFT LAUDERDALEFL33301N/APUBLICGENERAL OPERATIONS$100,000STREET
CHOPIN FOUNDATION OF THE U S INC
1440 JOHN F KENNEDY CSY SUITE 117MIAMIFL33141N/APUBLICGENERAL OPERATIONS$5,000
CITIZENS FOR A BETTER SO FLORIDA INC
138 NW 16TH AVENUEMIAMIFL33125N/APUBLICGENERAL OPERATIONS$20,000
CITRUS HEALTH NETWORK INC
401 NW 2ND AVENUE SO TOWER-10TH FLMIAMIFL33128N/APUBLICGENERAL OPERATIONS$25,000
CITY YEAR INC
44 WEST FLAGLER ST SUITE 500MIAMIFL33130N/APUBLICGENERAL OPERATIONS$25,000
CLEWISTON MUSEUM INC
109 CENTRAL AVENUECLEWISTONFL33440N/APUBLICGENERAL OPERATIONS$20,000
CLINIC FOR REHABILITATION OF WILDLIFE INC
P O BOX 150SANIBEL ISLANDFL33957N/APUBLICGENERAL OPERATIONS$105,000
CLINICS CAN HELP INC
2560 WESTGATE AVENUEW PALM BEACHFL33409N/APUBLICGENERAL OPERATIONS$15,000
COALITION TO EDUCATE ALTERNATIVES TO SENSELESS EUTANASIA
5801 CAMINO DEL SOL 300BOCA RATONFL33433N/APUBLICGENERAL OPERATIONS$3,000
COMMON THREADS
3811 BEE CAVES ROAD SUITE 108AUSTINTX78746N/APUBLICGENERAL OPERATIONS$49,000
COMMUNITY HEALTH CTR WEST PALM BCH
2100 W 45TH ST SUITE A-8/9WEST PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$10,000
COMPASS INC
210 N DIXIE HIGHWAYLAKE WORTHFL33460N/APUBLICGENERAL OPERATIONS$25,000
CONSERVANCY OF SOUTHWEST FLORIDA INC
1495 SMITH PRESERVE WAYNAPLESFL34102N/APUBLICGENERAL OPERATIONS$111,000
CORAL GABLES COMMUNITY FOUNDATION
1825 PONCE DE LEON BLVD447CORAL GABLESFL33134N/APUBLICGENERAL OPERATIONS$20,000
CORAL GABLES MUSEUM CORP
285 ARAGON AVENUECORAL GABLESFL33134N/APUBLICGENERAL OPERATIONS$15,000
CORAL RESTORATION FOUNDATION INC
89111 OVERSEAS HWYTAVERNIERFL33070N/APUBLICGENERAL OPERATIONS$25,000
COVENANT HOUSE FLORIDA INC
733 BREAKERS AVENUEFT LAUDERDALEFL33304N/APUBLICGENERAL OPERATIONS$175,000
CROCKETT FOUNDATION INC
401 SW 1ST AVE SUITE 102FT LAUDERDALEFL33301N/APUBLICGENERAL OPERATIONS$15,000
CULTURAL COUNCIL OF PALM BEACH CTY INC
601 LAKE AVENUELAKE WORTHFL33460N/APUBLICGENERAL OPERATIONS$30,000
DARBSTER FOUNDATION INC
1226 OMAR ROADWEST PALM BEACHFL33405N/APUBLICGENERAL OPERATIONS$10,000
DAVE & MARY ALPER JEWISH COMM CTR INC
11155 SW 112TH AVENUE BUILDING 3MIAMIFL33176N/APUBLICGENERAL OPERATIONS$25,000
DELIVER THE DREAM
3223 NW 10TH TERR SUITE 602FT LAUDERDALEFL33309N/APUBLICGENERAL OPERATIONS$5,000
DELRAY STUDENS FIRST INC
1730 S FEDERAL HWY 297DELRAY BEACHFL33483N/APUBLICGENERAL OPERATIONS$25,000
DENTAL LIFELINE NETWORK-FLORIDA INC
1800 - L5TH STREET SUITE 100DENVERCO80202N/APUBLICGENERAL OPERATIONS$10,000
DIABETES RESEARCH INS FOUND INC
200 SO PARK RD SUITE 100HOLLYWOODFL33021N/APUBLICGENERAL OPERATIONS$275,000
DR STANLEY & PEARL GOODMAN JFS OF BROWARD CTY INC
5890 S PINE ISLAND RD SUITE 201DAVIEFL33328N/APUBLICGENERAL OPERATIONS$25,000
DRESS FOR SDUCCESS PALM BCHS INC
118 EAST OCEAN AVENUELANTANAFL33462N/APUBLICGENERAL OPERATIONS$10,000
DUMOND CONSERV FOR PRIMATES & TROPICAL FORESTS INC
14805 SW 216TH STREETMIAMIFL33170N/APUBLICGENERAL OPERATIONS$25,000
EASTER SEALS FLORIDA INC
520 N SEMORAN BLVDORLANDOFL32807N/APUBLICGENERAL OPERATIONS$155,000
EASTER SEALS SOUTH FLORIDA INC
1475 NW 14TH AVENUEMIAMIFL33125N/APUBLICGENERAL OPERATIONS$420,000
EDUCATE TOMORROW CORP
1717 NO BAYSHORE DR SUITE 203MIAMIFL33132N/APUBLICGENERAL OPERATIONS$120,000
EL SOL JUPITER'S NEIGHBORHOOD RESCTR
106 MILITARY TRAIL SW CORNERJUPITERFL33458N/APUBLICGENERAL OPERATIONS$10,000INDIANTOWN
ELIZABETH H FAULK FOUND INC
22455 BOCA RIO ROADBOCA RATONFL33433N/APUBLICGENERAL OPERATIONS$10,000
ENCOUNTERS IN EXCELLENCE INC
23050 SW 156TH AVENUEMIAMIFL33170N/APUBLICGENERAL OPERATIONS$25,000
EQUINE-ASSISTED THERAPIES OF SO FL INC
P O BOX 273542BOCA RATONFL33427N/APUBLICGENERAL OPERATIONS$25,000
EVERGLADES ANGELS DOG RESCUE INC
2637 EAST ATLANTIC BLVD UNIT 269POMPANO BEACHFL33062N/APUBLICGENERAL OPERATIONS$15,000
EXPERIENCE AVIATION INC
14950 NW 44 COURT SUITE 23OPALOCKAFL33054N/APUBLICGENERAL OPERATIONS$25,000
FRIENDS HORSE RESCUE & SANCTUARY
1840 NE 65TH COURTFT LAUDERDALEFL33308N/APUBLICGENERAL OPERATIONS$10,000
FAIRCHILD TROPICAL BOTANIC GARDEN
10901 OLD CUTLER RDCORAL GABLESFL33156N/APUBLICGENERAL OPERATIONS$400,000
FAMILIES FIRST OF PALM BEACH COUNTY
3333 FOREST HILL BLVD 2ND FLW PALM BEACHFL33406N/APUBLICGENERAL OPERATIONS$110,000
FAMILY PROMISE OF SO PALM BEACH CTY INC
840 GEORGE BUSH BLVD BLDG DDELRAY BEACHFL33483N/APUBLICGENERAL OPERATIONS$20,000
FARMWORKER CHILDRENS CENTER INC
130 ISLAND DRIVEOCEAN RIDGEFL33435N/APUBLICGENERAL OPERATIONS$10,000
FARMWORKERS COORDINATING COUCIL OF PALM BEACH CTY INC
1123 CRESTWOOD BLVDLAKEWORTHFL33023N/APUBLICGENERAL OPERATIONS$10,000
FEEDING PETS OF THE HOMELESS
400 W KING STREET SUITE 200CARSON CITYNV89703N/APUBLICENDOWMENT$5,000
FEEDING SOUTH FLORIDA INC
2501 SW 32ND TERRPEMBROKE PARKFL33023N/APUBLICGENERAL OPERATIONS$50,000
FELLOWSHIP OF CHRISTIAN ATHLETES
6586 HYPOLUXO RD 244LAKEWORTHFL33467N/APUBLICGENERAL OPERATIONS$7,000
FIREWALL CENTERS INC
PO BOX 551407DAVIEFL33355N/APUBLICGENERAL OPERATIONS$10,000
FIRST STAR INC
2049 CENTURY PARK EAST 4320LOS ANGELESCA90067N/APUBLICGENERAL OPERATIONS$25,000
FLIPANY INC
1777 N DIXIE HWYFT LAUDERDALEFL33305N/APUBLICGENERAL OPERATIONS$10,000
FLORENCE FULLER CHILD DEV CENTER INC
200 NE 14TH STREETBOCA RATONFL33432N/APUBLICGENERAL OPERATIONS$15,000
FLORIDA BAPTIST CHILDREN'S HOME INC
P O BOX 8190LAKELANDFL33802N/APUBLICGENERAL OPERATIONS$25,000
FLORIDA FOSTER CARE REVIEW INC
155 NW 3RD STREET SUITE 4338MIAMI FLFL33128N/APUBLICGENERAL OPERATIONS$50,000
FLORIDA INITIATIVE FOR SUICIDE PREVENTION
13798 NW 4TH ST SUITE 309SUNRISEFL33325N/APUBLICGENERAL OPERATIONS$10,000
FLORIDA INT'L UNIVERSITY FOUNDATION INC
UNIVERSITY PARK/HLS 693 11200 SWMIAMIFL33199N/APUBLICGENERAL OPERATIONS & ENDOWMENT$1,060,0008TH STREET
FLORIDA KEYS HEALTHY START COALITION
P O BOX 6166KEY WESTFL33041N/APUBLICGENERAL OPERATIONS$10,000
FLORIDA KEYS OUTREACH COALITION INC
P O BOX 4767KEY WESTFL33041N/APUBLICGENERAL OPERATIONS$75,000
FLORIDA KEYS WILD BIRD REHAB CENTER INC
92080 OVERSEAS HWY MM 92 BAYSIDETAVERNIERFL33070N/APUBLICGENERAL OPERATIONS$50,000
FLORIDA OUTREACH CTR FOR THE BLIND INC
2315 SO CONGRESS AVEPALM SPRINGSFL33406N/APUBLICGENERAL OPERATIONS$10,000
FLORIDA WILD MAMMAL ASSOC INC
198 EDGAR POOLE ROADCRAWFORDVILLEFL32327N/APUBLICGENERAL OPERATIONS$60,000
FLORIDA WILDLIFE FEDERATION
P O BOX 6870TALLAHASSEEFL32314N/APUBLICGENERAL OPERATIONS$50,000
FLORIDA'S CHILDREN FIRST
1401 N UNIVERSITY DR 408CORAL SPRINGSFL33071N/APUBLICGENERAL OPERATIONS$10,000
FOOD RESCUE US
165 WATER STREET 204NORWALKCT06854N/APUBLICGENERAL OPERATIONS$25,000
FOR THE CHILDREN INC
1718 S DOUGLAS STREETLAKE WORTHFL33460N/APUBLICGENERAL OPERATIONS$25,000
FORGOTTEN SOLDIERS OUTREACH INC
3550 23RD AVE SOUTH STE 7LAKEWORTHFL33461N/APUBLICGENERAL OPERATIONS$25,000
FOUND FOR NEW EDUCATION INITIATIVES INC
1450 NE 2ND AVENUE STE776MIAMIFL33132N/APUBLICGENERAL OPERATIONS$350,000
FRIENDS OF FOSTER CHILDREN OF PBC INC
4100 OKEECHOBEE BLVDW PALM BEACHFL33409N/APUBLICGENERAL OPERATIONS$25,000
FRIENDS OF SANDOWAY HOUSE NAT CTR
142 S OCEAN BLVDDELRAY BEACHFL33483N/APUBLICGENERAL OPERATIONS$20,000
FRIENDS OF THE MOUNTS BOTANICAL GARDENS
559 N MILITARY TRAILW PALM BEACHFL33415N/APUBLICGENERAL OPERATIONS$45,000
FRIENDS OF WLRN INC
172 NE 15TH STREETMIAMIFL33132N/APUBLICGENERAL OPERATIONS$22,064
FRIENDSHIP CIRCLE MIAMI INC
8700 SW 112TH STMIAMIFL33176N/APUBLICGENERAL OPERATIONS$25,000
GATEWAY COMMUNITY OUTREACH INC
291 SE 1ST TERRACEDEERFIELD BEACHFL33441N/APUBLICGENERAL OPERATIONS$30,000
GENESIS ASSISTANCE DOGS
P O BOX 3101W PALM BEACHFL33402N/APUBLICGENERAL OPERATIONS$5,000
GENYOUTH
515 MADISON AVE 26TH FLNEW YORK CITYNY10022N/APUBLICGENERAL OPERATIONS$20,000
GEORGE SNOW SCHOLARSHIP FUND INC
201 PLAZA REAL STE 260BOCA RATONFL33432N/APUBLICGENERAL OPERATIONS$15,000
GIFT OF LIFE BONE MARROW FOUND INC
800 YAMATO ROAD SUITE 101BOCA RATONFL33431N/APUBLICGENERAL OPERATIONS$50,000
GILDA'S CLUB OF SOUTH FLORIDA INC
119 ROSE DRIVEFT LAUDERDALEFL33316N/APUBLICGENERAL OPERATIONS$50,000
GIRL SCOUTS OF SOUTHEAST FLORIDA INC
1224 W INDIANTOWN ROADJUPITERFL33458N/APUBLICGENERAL OPERATIONS$65,000
GIRL SCOUTS TROPICAL FLORIDA
11347 SW 160TH STREETMIAMIFL33157N/APUBLICCAPITAL IMPROVEMENT$50,000
GOLD COAST DOWN SYNDROME ORG INC
915 S FEDERAL HIGHWAYBOYNTON BEACHFL33435N/APUBLICGENERAL OPERATIONS$10,000
GOLDEN RESCUE SO FLORIDA INC
P O BOX 17084PLANTATIONFL33318N/APUBLICGENERAL OPERATIONS$15,000
GOOD KARMA PET RESCUE INC
3601 W COMMERCIAL BLVDFT LAUDERDALEFL33309N/APUBLICGENERAL OPERATIONS$25,000
GRANDMA'S PLACE INC
184 SPARROW DRIVEROYAL PALM BEACHFL33411N/APUBLICGENERAL OPERATIONS$30,000
GREATER MIAMI YOUTH FOR CHRIST INC
9350 SW 79TH AVENUEMIAMIFL33156N/APUBLICGENERAL OPERATIONS$100,000
GREATER MIAMI YOUTH SYMPHONY OF DCF INC
5275 SUNSET DRIVEMIAMIFL33143N/APUBLICGENERAL OPERATIONS$10,000
GUARDIAN ANGELS MED SERV DOGS INC
3251 NE 180TH AVENUEWILLISTONFL32696N/APUBLICGENERAL OPERATIONS$25,000
GULFSTREAM GUARDIAN ANGEL ROTTWEILER RESCUE INC
18468 NW 24TH STREETPEMBROKE PINESFL33029N/APUBLICGENERAL OPERATIONS$15,000
H O M E S
690 NE 13TH ST SUITE 101FT LAUDERDALEFL33304N/APUBLICGENERAL OPERATIONS$25,000
HABILITATION CTR FOR THE HANDICAPPED INC
22313 BOCA RIO RDBOCA RATONFL33433N/APUBLICGENERAL OPERATIONS$25,000
HABITAT FOR HUMANITY OF GTR MIAMI INC
3800 NW 22ND AVENUEMIAMIFL33142N/APUBLICGENERAL OPERATIONS$100,000
HABITAT FOR HUMANITY OF SO PALM BEACH CTY INC
181 S E 5TH AVENUEDELRAY BEACHFL33483N/APUBLICGENERAL OPERATIONS$75,000
HANNAH'S HOME OF SOUTH FLORIDA
P O BOX 4512TEQUESTAFL33469N/APUBLICGENERAL OPERATIONS$25,000
HARMONY DEVELOPMENT CENTER INC
12233 SW 55TH STREET 801COOPER CITYFL33330N/APUBLICGENERAL OPERATIONS$10,000
HEALTH INFORMATION PROJECT INC
4601 PONCE DE LEON BLVDCORAL GABLESFL33146N/APUBLICGENERAL OPERATIONS$25,000
HEALTHY MOTHERS HEALTHY BABIES COALITION OF BROWARD CTY
5546 W OAKLAND PARK BLVD SUITE 201LAUDERHILLFL33313N/APUBLICGENERAL OPERATIONS$20,000
HEALTHY MOTHERS HEALTHY BABIES OF PALM BCH CTY INC
4601 LAKE WORTH ROADLAKE WORTHFL33463N/APUBLICGENERAL OPERATIONS$10,000
HELPING ABUSED NEGLECTED DISADVANT YOUTH
501 NE 8TH STREETFT LAUDERDALEFL33304N/APUBLICGENERAL OPERATIONS$20,000
HIBISCUS CHILDREN'S CENTER INC
2400 NE DIXIE HWYJENSEN BEACHFL34957N/APUBLICGENERAL OPERATIONS$10,000
HISPANIC UNITY OF FLORIDA INC
5840 JOHNSON STREETHOLLYWOODFL33021N/APUBLICGENERAL OPERATIONS$25,000
HOLLYDOGS GREYHOUND ADOPTION INC
11405 LONGFELLOW LANEBONITA SPRINGSFL34135N/APUBLICGENERAL OPERATIONS$25,000
HOMSAFE INC
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461N/APUBLICGENERAL OPERATIONS$25,000
HOPE SOUTH FLORIDA INC
5110 N FEDERAL HWY STE 102FT LAUDERDALEFL33308N/APUBLICGENERAL OPERATIONS$20,000
HORSES HEALING HEARTS INC
10359 OAK MEADOW LANEWELLINGTONFL33449N/APUBLICGENERAL OPERATIONS$13,000
HOUSE OF HOPE INC
908 SW 1ST STREETFT LAUDERDALEFL33312N/APUBLICGENERAL OPERATIONS$10,000
HUMANE SOCIETY OF BROWARD COUNTY INC
2070 GRIFFIN ROADFT LAUDERDALEFL33314N/APUBLICGENERAL OPERATIONS$5,000
HUMANE SOCIETY OF GREATER JUPITER
401 MAPLEWOOD DR SUITE 8JUPITERFL33458N/APUBLICCAPITAL IMPROVEMENT$25,000
INDIAN RIDGE SCHOOL
1955 GOLDEN LAKES BLVDW PALM BEACHFL33411N/APUBLICGENERAL OPERATIONS$25,000
INFORMED FAMILIESFLORIDA FAMILY PARTNERSHIP INC
2490 CORAL WAYMIAMIFL33145N/APUBLICGENERAL OPERATIONS$40,000
INT'L CRANE FOUNDATION INC
P O BOX 447BARABOOWI53913N/APUBLICGENERAL OPERATIONS$25,000
ISLAND DOLPHIN CARE INC
150 LORELANE PLACEKEY LARGOFL33037N/APUBLICGENERAL OPERATIONS$70,000
JACK & JILL CHILDREN'S CENTER INC
1315 W BROWARD BLVDFT LAUDERDALEFL33312N/APUBLICGENERAL OPERATIONS$45,000
JACK THE BIKE MAN INC
P O BOX 17565WEST PALM BEACHFL33416N/APUBLICGENERAL OPERATIONS$30,000
JACKSON HEALTH FOUNDATION
1611 NW 12TH AVENUEMIAMI FLFL33136N/APUBLICGENERAL OPERATIONS$1,000,000
JEFF INDUSTRIES INC
113 EAST COAST AVENUEHYPOLUXOFL33462N/APUBLICGENERAL OPERATIONS$5,000
JEROME GOLDEN CTR FOR BEHAVHEALTH
1041 - 45TH STREETWEST PALM BEACHFL33407N/APUBLICCAPITAL IMPROVEMENT$30,000
JESSICA JUNE CHILDREN'S CANCER FOUND INC
1 LAS OLAS CIRCLE STE 209FT LAUDERDALEFL33316N/APUBLICGENERAL OPERATIONS$45,000
JEWISH COMMUNITY SERVICES OF SO FLORIDA
735 NE 125 STN MIAMIFL33161N/APUBLICGENERAL OPERATIONS$75,000
JOHNSON & WALES UNIVERSITY
1701 NE 127TH STREETNO MIAMIFL33181N/APUBLICGENERAL OPERATIONS$50,000
JUBILEE CENTER OF SO BROWARD INC
2020 SCOTT STHOLLYWOODFL33020N/APUBLICGENERAL OPERATIONS$25,000
JUNIOR ACHIEVEMENT OF GTR MIAMI
301 - 71ST ST 2ND FLOORMIAMI BEACHFL33141N/APUBLICGENERAL OPERATIONS$25,000
JUNIOR ACHIEVEMENT OF PALM BEACHES
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLICGENERAL OPERATIONS$35,000
JUNIOR ORANGE BOWL COMMITTEE INC
770 PONCE DE LEON BLVD SUITE 102CORAL GABLESFL33134N/APUBLICGENERAL OPERATIONS$10,000
KEY WEST BOTANICAL GARDEN SOCIETY INC
5210 COLLEGE ROADKEY WESTFL33040N/APUBLICGENERAL OPERATIONS$25,000
KIDS CANCER FOUNDATION INC
246 ROYAL PALM BEACH BLVDROYAL PALM BEACHFL33411N/APUBLICGENERAL OPERATIONS$60,000
KIDS DREAMS INC
P O BOX 3947W PALM BEACHFL33402N/APUBLICGENERAL OPERATIONS$25,000
KIDS IN DISTRESS INC
819 NE 26TH STREETFT LAUDERDALEFL33305N/APUBLICGENERAL OPERATIONS$75,000
KIDZ COUNT INC
4778 W COMMERCIAL BLVDTAMARACFL33319N/APUBLICGENERAL OPERATIONS$5,000
KIPP NEW JERSEY INC (KEEP MIAMI)
60 PARK PL 802NEWARKNJ07102N/APUBLICGENERAL OPERATIONS$50,000
KRISTI HOUSE
1265 NW 12TH AVENUEMIAMIFL33135N/APUBLICGENERAL OPERATIONS$25,000
LABRADOR RETRIEVER RESCUE OF FL INC
1950 NE 6TH ST 10365POMPANO BEACHFL33060N/APUBLICGENERAL OPERATIONS$20,000
LE JARDIN COMMUNITY CENTER INC
311 NE 8TH STREET SUITE 203HOMESTEADFL33030N/APUBLICGENERAL OPERATIONS$25,000
LEARNING FOR SUCCESS INC
5532 SW 114TH AVENUECOOPER CITYFL33330N/APUBLICGENERAL OPERATIONS$5,000
LEGAL SERVICES OF GTR MIAMI INC
4343 W FLAGLER ST SUITE 100MIAMIFL33134N/APUBLICGENERAL OPERATIONS$20,000
LIGHTHAWK
P O BOX 2710TELLURIDECO81435N/APUBLICGENERAL OPERATIONS$25,000
LIGHTHOUSE FOR THE BLIND OF PALM BEACHES
1710 TIFFANY DR EW PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$20,000
LIVE THE LIFE MINISTRIES INC
2252 KILLEARN CENTER BLVD SUITE 100TALLAHASSEEFL32309N/APUBLICGENERAL OPERATIONS$10,000
LUZ DEL MUNDO
5333 N DIXIE HIGHWAY SUITE 201OAKLAND PARKFL33334N/APUBLICGENERAL OPERATIONS$20,000
LYNN UNIVERSITY INC
3601 N MILITARY TRAILBOCA RATONFL33431N/APUBLICCAPITAL IMPROVEMENT$100,000
MCCARTHY'S WILDLIFE SANCTUARY INC
12943 61ST STREET NW PALM BEACHFL33412N/APUBLICGENERAL OPERATIONS & CAPITAL IMPROVEMENT$200,000
MENTAL HEALTH AMERICA OF SE FL INC
7145 W OAKLAND PARK BLVDLAUDERHILLFL33313N/APUBLICGENERAL OPERATIONS$15,000
MERCY MEDICAL ANGELS
4620 HAYGOOD RD 1VIRGINIA BEACHVA23455N/APUBLICGENERAL OPERATIONS$10,000
MIAMI CHILDREN'S MUSEUM INC
980 MACARTHUR CAUSEWAYMIAMIFL33132N/APUBLICGENERAL OPERATIONS$125,000
MIAMI DADE COLLEGE FOUNDATION INC
300 NE 2ND AVE FREEDOM TOWER 7 FLMIAMIFL33132N/APUBLICGENERAL OPERATIONS & CAPITAL IMPROVEMENT$390,000
MIAMI HERALD CHARITIES INC
3511 NW 91ST AVENUEMIAMIFL33172N/APUBLICGENERAL OPERATIONS$30,000
MIAMI LEARNING EXP SCHOOL INC
5651 SW 82ND AVE ROADMIAMIFL33143N/APUBLICCAPITAL IMPROVEMENT$30,000
MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC
601 SW 8TH AVENUEMIAMIFL33130N/APUBLICGENERAL OPERATIONS$175,000
MIAMI MUSIC PROJECT INC
2125 BISCAYNE BLVD SUITE 340MIAMIFL33137N/APUBLICGENERAL OPERATIONS$20,000
MIAMI RESCUE MISSION INC
3553 NW 50TH STREETMIAMIFL33142N/APUBLICGENERAL OPERATIONS$160,000
MIAMI THEATER CENTER INC
9806 NE 2ND AVENUEMIAMI SHORESFL33138N/APUBLICGENERAL OPERATIONS$20,000
MIAMI VETERINARY FOUNDATION INC
751 NE 168TH STREETN MIAMI BEACHFL33162N/APUBLICGENERAL OPERATIONS$20,000
MILAGRO FOUNDATION INC
695 AUBURN AVENUEDELRAY BEACHFL33444N/APUBLICGENERAL OPERATIONS$16,000
MIRACLE FLIGHTS FOR KIDS INC
5740 S EASTERN AVE SUITE 240LAS VEGASNV89119N/APUBLICGENERAL OPERATIONS$10,000
MONTGOMERY BOTANICAL CENTER INC
11901 OLD CUTLER ROADMIAMIFL33156N/APUBLICGENERAL OPERATIONS$55,000
MORRIS ANIMAL FOUNDATION
720 S COLORADO BLVD SUITE 174ADENVERCO80246N/APUBLICGENERAL OPERATIONS$20,000
MUSCULAR DYSTROPHY ASSOCIATION
550 FAIRWAY DR 201DEERFIELD BEACHFL33441N/APUBLICGENERAL OPERATIONS$25,000
MUSEUM OF SCIENCE INC
1101 BISCAYNE BOULEVARDMIAMIFL33132N/APUBLICGENERAL OPERATIONS$1,000,000
NAMI PALM BEACH COUNTY INC
5205 GREENWOOD AVE SUITE 110WEST PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$15,000
NAT'L FOUNDATION FOR ADVCMNT OF THE ARTS
2100 BISCAYNE BLVDMIAMIFL33137N/APUBLICGENERAL OPERATIONS$25,000
NATIONAL PARK FOUNDATION
1110 VERMONT AVE SUITE 200WASHINGTONDC20005N/APUBLICGENERAL OPERATIONS$75,000
NATIONAL PARKS CONSERVATION ASSOC
450 N PARK RD SUITE 301HOLLYWOODFL33021N/APUBLICGENERAL OPERATIONS$120,000
NATIONAL TROPICAL BOTANICAL GARDEN INC
THE KAMPONG - 4013 DOUGLAS RDCOCONUT GROVEFL33133N/APUBLICGENERAL OPERATIONS$10,000
NETWORK FOR TEACHING ENTREPRENEURSHIP
1951 NW 7TH AVENUE SUITE 300MIAMIFL33136N/APUBLICGENERAL OPERATIONS$80,000
NEW HOPE CHARITIES INC
8901 DICKENS AVENUEMIAMI BEACHFL33154N/APUBLICGENERAL OPERATIONS$100,000
NEW HORIZONS SERVICE DOGS INC
1590 LAUREL PARK COURTORANGE CITYFL32763N/APUBLICGENERAL OPERATIONS$15,000
NEW WORLD SYMPHONY INC
500 17TH STREETMIAMI BEACHFL33139N/APUBLICGENERAL OPERATIONS$30,000
NICKLAUS CHILDREN'S HOSPITAL FOUNDATION
3100 SW 62ND AVENUEMIAMIFL33155N/APUBLICGENERAL OPERATIONS$250,000
OPA-LOCKA COMMUNITY DEV CORP
490 OPA-LOCKA BLVD SUITE 20OPALOCKAFL33054N/APUBLICGENERAL OPERATIONS$30,000
OPERATION HOMEFRONT
P O BOX 892ZEPHYRHILLSFL33539N/APUBLICGENERAL OPERATIONS$10,000
PACE CENTER FOR GIRLS INC
1400 NW 36TH STREET STE 200MIAMIFL33142N/APUBLICGENERAL OPERATIONS$30,000
PALM BEACH CTY FOOD BANK INC
525 GATOR DRIVELANTANAFL33462N/APUBLICGENERAL OPERATIONS$60,000
PALM BEACH ISLAND CATS INC
P O BOX 173PALM BEACHFL33480N/APUBLICGENERAL OPERATIONS$5,000
PARKINSON FOUNDATION INC
200 SE 1ST ST SUITE 800MIAMIFL33131N/APUBLICGENERAL OPERATIONS$25,000
PAWS 4 LIBERTY INC
8939 PALOMINO DRIVELAKEWORTH FLFL33467N/APUBLICGENERAL OPERATIONS$10,000
PAWS 4 YOU RESCUE INC
8717 SW 137TH STMIAMIFL33176N/APUBLICGENERAL OPERATIONS$30,000
PEDIATRIC ONCOLOGY SUPPORT TEAM INC
5325 GREENWOOD AVENUE SUITE 301W PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$20,000
PEGGY ADAMS ANIMAL RESCUE LEAGUE
3100/3200 N MILITARY TRAILWEST PALM BEACHFL33409N/APUBLICGENERAL OPERATIONS$30,000
PELICAN HARBOR SEABIRD STATION INC
1279 NE 79TH STREET CSYMIAMIFL33138N/APUBLICGENERAL OPERATIONS$101,000
PET PROJECT FOR PETS INC
2200 NW 9TH AVENUEWILTON MANORSFL33311N/APUBLICGENERAL OPERATIONS$25,000
PINEY GROVE BOYS ACADEMY INC
4699 W OAKLAND PARK BLVDLAUDERDALE LAKESFL33313N/APUBLICGENERAL OPERATIONS$25,000
PLACE OF HOPE INC
9078 ISAIAH LANEPALM BEACH GARDENSFL33418N/APUBLICGENERAL OPERATIONS$50,000
PROJECT CHANCE INC
23525 BAHAMA POINT UNIT 1612FERNANDINAFL32034N/APUBLICGENERAL OPERATIONS$8,000
PROJECT LIFT INC
1330 SW 34TH STREETPALM CITYFL34990N/APUBLICGENERAL OPERATIONS$100,000
PROJECT YES INC
5275 SUNSET DRIVEMIAMIFL33143N/APUBLICGENERAL OPERATIONS$15,000
PROJECTART
247 WATER ST/ SUITE 403BROOKLYNNY11201N/APUBLICGENERAL OPERATIONS$25,000
PROPEL INC
2500 NW 5TH AVENUEBOCA RATONFL33431N/APUBLICGENERAL OPERATIONS$40,000
QUANTUM HOUSE INC
987 45TH STREETWEST PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$50,000
READ TO A CHILD INC
20 WILLIAM STWELLESLEYMA02481N/APUBLICGENERAL OPERATIONS$7,500
RECAPTURING THE VISION INT'L INC
9780 EAST INDIGO ST SUITE 302MIAMIFL33157N/APUBLICGENERAL OPERATIONS$15,000
REEF RELIE INC
P O BOX 430KEY WESTFL33041N/APUBLICGENERAL OPERATIONS$5,000
SAINT BERNARD RESCUE FOUNDATION INC
2518 RANCH HOUSE RDW PALM BEACHFL33406N/APUBLICGENERAL OPERATIONS$20,000
SAMARITANS365 FOUNDATION INC
11865 PRESERVATION LANEBOCA RATONFL33498N/APUBLICGENERAL OPERATIONS$5,000
SCHOOL OF THE ARTS FOUNDATION INC
P O BOX 552W PALM BEACHFL33402N/APUBLICGENERAL OPERATIONS$10,000
SEAGULL INDUSTRIES FOR DISABLED
3879 BYRON DRIVERIVIERA BEACHFL33404N/APUBLICGENERAL OPERATIONS$20,000
SHAKE-A-LEG MIAMI INC
2620 S BAYSHORE DRCOCONUT GROVEFL33133N/APUBLICGENERAL OPERATIONS$255,000
SHERIDAN HOUSE FAMILY MINISTRIES INC
1700 S FLAMINGO RDDAVIEFL33325N/APUBLICGENERAL OPERATIONS$169,500
SILENT VICTIMS OF CRIME
5825 SW 68TH ST SUITE 300MIAMIFL33143N/APUBLICGENERAL OPERATIONS$10,000
SOS CHILDREN'S VILLAGES FLORIDA INC
3681 NW 59TH PLACECOCONUT CREEKFL33073N/APUBLICGENERAL OPERATIONS$20,000
SOUTH FL AFTER-SCHOOL ALL STARS INC
FIU SCH OF ED11200 SW 8TH ST BLDGMIAMIFL33199N/APUBLICGENERAL OPERATIONS$10,000ZEB ROOM 313
SOUTH FL SCIENCE CENTER & AQUARIUM INC
4801 DREHER TRAIL NORTHWEST PALM BEACHFL33405N/APUBLICGENERAL OPERATIONS$240,000
SOUTH FLORIDA AUTISM CTR INC
18305 NW 75TH PLACEHIALEAHFL33015N/APUBLICGENERAL OPERATIONS$25,000
SOUTH FLORIDA CNCL BOY SCOUTS OF AMERICA
15255 NW 82ND AVENUEMIAMI LAKESFL33016N/APUBLICGENERAL OPERATIONS$100,000
SOUTH FLORIDA PBS (FKA COMMUNITY TELEV FOUND OF SO FL)
P O BOX 610002MIAMIFL33261N/APUBLICGENERAL OPERATIONS$275,000
SOUTH FLORIDA SPCA INC
P O BOX 924088HOMESTEADFL33092N/APUBLICGENERAL OPERATIONS$75,000
SOUTH FLORIDA WILDLIFE CENTER INC
3200 SW 4TH AVENUEFT LAUDERDALEFL33315N/APUBLICGENERAL OPERATIONS$200,000
SOUTHEASTERN GUILDE DOGS
4210 - 77TH STREET EASTPALMETTOFL34221N/APUBLICGENERAL OPERATIONS$15,000
SOUTHERN SCHOLARSHIP FOUNDATION INC
322 STADIUM DRIVETALLAHASSEEFL32304N/APUBLICGENERAL OPERATIONS$15,000
SPEAK UP FOR KIDS OF PALM BEACH CTY INC
P O BOX 1896WEST PALM BEACHFL33402N/APUBLICGENERAL OPERATIONS$20,000
SPECIAL OLYMPICS FLORIDA INC
155 SOUTH MIAMI AVE STE 200MIAMIFL33130N/APUBLICGENERAL OPERATIONS$24,000
SPIRIT OF GIVING NETWORK INC
261 NW 13TH STREETBOCA RATONFL33432N/APUBLICGENERAL OPERATIONS$10,000
ST THOMAS UNIVERSITY
16401 NW 37TH AVENUEMIAMI GARDENSFL33054N/APUBLICGENERAL OPERATIONS$100,000
STAND AMONG FRIENDS INC
777 GLADES RD BLDG NU-84 FAU STE120BOCA RATONFL33431N/APUBLICGENERAL OPERATIONS$25,000
STUDENT ACES INC
7750 ARBOR CREST WAYPALM BEACH GARDENSFL33412N/APUBLICGENERAL OPERATIONS$10,000
SUNFLOWER CREATIVE ARTS INC
227 N DIXIE HWYDELRAY BEACHFL33444N/APUBLICGENERAL OPERATIONS$20,000
SUNSET TRP INC DBA WHISPERING MANES TR CENTER
6105 SW 125TH AVENUEMIAMIFL33183N/APUBLICGENERAL OPERATIONS$40,000
SUNSHINE FOUNDATION INC
DREAM VILLAGE 5400 COUNTY ROAD 547DAVENPORTFL33837N/APUBLICGENERAL OPERATIONS$30,000NORTH
SWEET DREAM MAKERS INC
55 NE 5TH AVENUE STE400BOCA RATONFL33432N/APUBLICGENERAL OPERATIONS$15,000
TAKE STOCK IN CHILDREN
300 NE 2ND AVENUE ROOM 5501MIAMIFL33132N/APUBLICGENERAL OPERATIONS$20,000
TAYLOR'S CLOSET FOUNDATION INC
1227 NE 8TH AVENUEFT LAUDERDALEFL33304N/APUBLICGENERAL OPERATIONS$25,000
THE ARC OF THE GLADES INC
4250 NW 16TH STREETBELLE GLADEFL33430N/APUBLICGENERAL OPERATIONS$25,000
THE BATTIER TAKE CHARGE FOUNDATION INC
2829 BIRD AVENUE SUITE 5MIAMIFL33133N/APUBLICGENERAL OPERATIONS$25,000
THE CENTER FOR FAMILY SERV OF PBC INC
4101 PARKER AVENUEWEST PALM BEACHFL33405N/APUBLICGENERAL OPERATIONS$25,000
THE CHILDREN'S HEALING INSTITUTE
2161 PALM BEACH LAKES BLVD SUITEW PALM BEACHFL33409N/APUBLICGENERAL OPERATIONS$25,000406
THE CLEVELAND ORCHESTRA MIAMI
1521 ALTON ROAD 354MIAMI BEACHFL33139N/APUBLICGENERAL OPERATIONS$35,000
THE COOPERATIVE FEEDING PROGRAM INC
1 NW 33RD TERRACEFT LAUDERDALEFL33311N/APUBLICGENERAL OPERATIONS$145,000
THE EDUCATION FOUNDATION OF PBC INC
505 SO CONGRESS AVEBOYNTON BEACHFL33426N/APUBLICGENERAL OPERATIONS$25,000
THE EDUCATION FUND INC
6713 MAIN STREET SUITE 240MIAMI LAKESFL33014N/APUBLICGENERAL OPERATIONS$50,000
THE EVERGLADES FOUNDATION INC
18001 OLD CUTLER RD STE 625PALMETTO BAYFL33157N/APUBLICGENERAL OPERATIONS$250,000
THE JACOB ZWEIG FOUNDATION INC
5431 NW 15TH ST STE 10MARGATEFL33063N/APUBLICGENERAL OPERATIONS$10,000
THE LEUKEMIA & LYMPHOMA SOCIETY INC
200 S PARK ROAD SUITE 140HOLLYWOODFL33021N/APUBLICGENERAL OPERATIONS$25,000
THE LORD'S PLACE INC
2808 N AUSTRALIAN AVEW PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$30,000
THE MURRAY DRANOFF FOUNDATION INC
3550 BISCAYNE BLVD SUITE 702MIAMIFL33137N/APUBLICGENERAL OPERATIONS$5,000
THE NATURE CONSERVANCY INC FL CHAPTER
255 ALHAMBRA CIRCLE STE 520CORAL GABLESFL33134N/APUBLICGENERAL OPERATIONS$100,000
THE POSSE FOUNDATION INC
1101 BRICKELL AVE SUITE 1000NMIAMIFL33131N/APUBLICGENERAL OPERATIONS$20,000
THE SEED SCHOOL OF MIAMI
1901 NW 127TH STREETMIAMIFL33167N/APUBLICGENERAL OPERATIONS$100,000
THE STRANAHAN HOUSE INC
335 SE 6TH AVENUEFT LAUDERDALEFL33301N/APUBLICGENERAL OPERATIONS$5,000
THE SUNDARI FOUNDATION INC
217 NW 15TH STREETMIAMIFL33136N/APUBLICGENERAL OPERATIONS$75,000
THOMAS ARMOUR YOUTH BALLET
5818 SW 73RD STREETMIAMIFL33143N/APUBLICGENERAL OPERATIONS$10,000
TOMORROWS RAIMBOW INC
4341 NW 39TH AVENUECOCONUT CREEKFL33073N/APUBLICGENERAL OPERATIONS$10,000
TRUSTBRIDGE INC
5300 EAST AVENUEWEST PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$20,000
UNICORN CHILDREN'S FOUNDATION INC
21100 RUTH BARON COLEMAN BLVD SUITEBOCA RATONFL33428N/APUBLICGENERAL OPERATIONS$10,000250
UNITED CEREBRAL PALSY ASSOC OF MIAMI INC
2700 W 81ST STREETHIALEAHFL33016N/APUBLICGENERAL OPERATIONS$50,000
UNITED NEGRO COLLEGE FUND INC
1222 SO ANDREWS AVE STE 502AFT LAUDERDALEFL33316N/APUBLICGENERAL OPERATIONS$30,000
UNITED WAY OF MIAMI-DADE INC
3250 SW THIRD AVENUEMIAMIFL33129N/APUBLICGENERAL OPERATIONS$175,000
UNIVERSITY OF FLORIDA FOUNDATION INC
COLLEGE OF VET MED P O BOX 100125GAINESVILLEFL32610N/APUBLICENDOWMENT$150,000
UNIVERSITY OF MIAMI - (MUSIC)
6200 SAN AMARO DRIVE 4TH FLCORAL GABLESFL33146N/APUBLICGENERAL OPERATIONS$25,000
UNIVERSITY OF MIAMI - MILLER SCH OF MED
1120 NW 14TH ST 5TH FL D-48MIAMIFL33136N/APUBLICGENERAL OPERATIONS$1,760,000
UNIVERSITY OF MIAMI - ROSENSTIEL SCH OF MARINE & ATMOS SCIENCE
4600 RICKENBACKER CAUSEWAYMIAMIFL33149N/APUBLICGENERAL OPERATIONS & ENDOWMENT$395,000
UNIVERSITY OF MIAMI - SYLVESTER COMPRH CANCER CENTER
1120 NW 14TH STREET SIXTH FLOORMIAMIFL33136N/APUBLICGENERAL OPERATIONS$350,000
URBAN YOUTH IMPACT INC
P O BOX 222592W PALM BEACHFL33422N/APUBLICGENERAL OPERATIONS & CAPITAL IMPROVEMENT$290,000
VH1 SAVE THE MUSIC FOUNDATION
P O BOX 2096NEW YORK CITYNY10108N/APUBLICGENERAL OPERATIONS$25,000
VITA NOVA INC
3111 SO DIXIE HIGHWAY STE 243W PALM BEACHFL33405N/APUBLICGENERAL OPERATIONS$125,000
VITAL FLIGHT INC
P O BOX 1767POMPANO BEACHFL33061N/APUBLICGENERAL OPERATIONS$7,500
VOICES FOR CHILDREN OF BROWARD CTY INC
401 E LAS OLAS BLVD SUITE 130-301FT LAUDERDALEFL33023N/APUBLICGENERAL OPERATIONS$8,500
WARRIOR CANINE CONNECTION INC
14934 SCHAEFFER ROADBOYDSMD20841N/APUBLICGENERAL OPERATIONS$25,000
WEST PALM BEACH POLICE FOUNDAITON
PO BOX 33402WEST PALM BEACHFL33402N/APUBLICGENERAL OPERATIONS$10,000
WHEELCHAIRS 4 KIDS INC
1976 S PINELLAS AVETARPON SPRINGSFL34689N/APUBLICGENERAL OPERATIONS$20,000
WOMEN IN DISTRESS OF BROWARD COUNTY INC
P O BOX 50187LIGHTHOUSE POINTFL33074N/APUBLICGENERAL OPERATIONS$40,000
WOMEN OF TOMORROW MENTOR & SCH PROG INC
8400 NW 36TH STREET SUITE 450MIAMIFL33166N/APUBLICGENERAL OPERATIONS$200,000
WOUNDED VETERANS RELIEF FUND INC
1335 OLD DIXIE HWY STE 3LAKE PARKFL33403N/APUBLICGENERAL OPERATIONS$25,000
YEAR UP INC
25 NE 2ND ST BLDG 5 ROOM 5512MIAMIFL33132N/APUBLICGENERAL OPERATIONS$50,000
YMCA OF SO PALM BEACH COUNTY INC
6631 PALMETTO CIRCLE SOUTHBOCA RATONFL33433N/APUBLICGENERAL OPERATIONS$25,000
YMCA OF SOUTH FLORIDA INC
900 SE 3RD AVENUE 3RD FLFT LAUDERDALEFL33316N/APUBLICCAPITAL IMPROVEMENT$100,000
YMCA OF THE PALM BEACHES INC
2085 S CONGRESS AVEW PALM BEACHFL33406N/APUBLICGENERAL OPERATIONS$50,000
YOGA 4 CHANGE INC
P O BOX 3300117ATLANTIC BEACHFL32233N/APUBLICGENERAL OPERATIONS$7,500
YOUNG AT ART OF BROWARD INC
751 SW 121ST AVENUE SUITE 1DAVIEFL33325N/APUBLICGENERAL OPERATIONS$20,000
YOUNG MUSICIANS UNITE INC
P O BOX 371021MIAMIFL33137N/APUBLICGENERAL OPERATIONS$20,000
YOUNG PATRONESSES OF THE OPERA INC
1225 ALEGRIANO AVECORAL GABLESFL33146N/APUBLICGENERAL OPERATIONS$10,000
YOUNG SINGERS OF THE PALM BEACHES
701 OKEECHOBEE BLVDW PALM BEACHFL33401N/APUBLICGENERAL OPERATIONS$15,000
YOUTH FOR CHRIST FT LAUDERDALEINC
P O BOX 298266PEMBROKE PINESFL33019N/APUBLICGENERAL OPERATIONS$25,000
YOUTH FOR CHRIST USAPALM BEACH CTY
800 NORTHPOINT PKWAY SUITE 202W PALM BEACHFL33407N/APUBLICGENERAL OPERATIONS$35,000
YWCA OF GREATER MIAMI-DADE INC
351 NW 5TH STREETMIAMIFL33128N/APUBLICGENERAL OPERATIONS$50,000
ZOO MIAMI FOUNDATION INC
12400 SW 152ND STREETMIAMIFL33177N/APUBLICGENERAL OPERATIONS$25,000
ZOOLOGICAL SCTY OF THE PALM BEACHES INC
1301 SUMMIT BLVDW PALM BEACHFL33405N/APUBLICGENERAL OPERATIONS$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,837,964TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DIABETES RESEARCH INSTITUTE FOUNDATION
200 SO PARK RD SUITE 100HOLLYWOODFL33021N/APUBLICGENERAL OPERATIONS$275,000
PELICAN HARBOR SEABIRD STATION
1279 NE 79TH STREET CSWYMIAMIFL33138N/APUBLICCAPITAL INVESTMENT$500,000
SOUTH FLORIDA PBS
14901 NE 20TH AVENUEMIAMIFL33181N/APUBLICGENERAL OPERATIONS$500,000
UNIVERSITY OF MIAMI MILLER SCHOOL SYLVESTER
1120 NW 14TH STREET SIXTH FLOORMIAMIFL33136N/APUBLICGENERAL OPERATIONS$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,475,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$903,702ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,345,278ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$22,473ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,743,352ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,014,805ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,014,805TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1GEORGE BATCHELOR EDUCATION TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 43250AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP322033250ZIPCd
FieldValueIRS element (for citing)
Total Contributions$148,982TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,950Amt
Net Investment Income$3,975NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,900DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
OFFICE - 1680 MICHIGAN2006-03-03$1,419,770$483,873SL39.000000000000$36,404$0
LEASEHOLD IMPROVEMENTS2007-10-01$242,148$73,218SL39.000000000000$6,208$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierOFFICER COMPENSATIONIdentifierTxt
Form And Line ReferenceFORM 990-PF - PART VIIIFormAndLineReferenceDesc
Medium ExplanationCOMPENSATION OF DANIEL J. FERRARESI INCLUDES A SPECIAL BONUS GIVEN UPON HIS RETIREMENT AFTER SERVING AS AN OFFICER OF THE FOUNDATION FOR OVER 20 YEARS.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHAMPLAIN MGMT$13,680,574$13,680,574
SOUTHERNSUN MGMT$10,628,205$10,628,205
ZAZOVE ASSOCIATES, LLC$17,239,095$17,239,095

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AQR MANAGED FUTURES FUNDFMV$7,823,057$7,823,057
COMERICA S&P 500 PGI TRUST FUNDFMV$24,250,740$25,240,740
DFA EMERGING MARKETS SMALL CAPFMV$4,466,139$4,466,139
DFA GLOBAL EQUITYFMV$13,756,918$13,756,918
GRYPHON INT'L EAFE GROWTH FUNDFMV$24,521,167$24,521,167
MONDRIAN ALL COUNTRIES EQUITY FUNDFMV$25,540,497$25,540,497
NATIXIS ASG GLOBAL ALT. FUNDFMV$15,381,005$15,381,005
PIMCO AA AAFMV$12,723,784$12,723,784
SSGA ACWI EX-US INDEX FUNDFMV$26,399,857$26,399,857
SSGA RAFI US 1000 INDEX FUNDFMV$41,717,622$41,717,622
SSGA S&P 500 INDEX FUNDFMV$24,962,822$24,962,822
VANGUARD S&P M/C 600 INX FUNDFMV$12,097,653$12,097,653
VANGUARD INTERMIDIATE TERM TSRY INX FUNDFMV$17,049,298$17,049,298
WESTERN ASSETS/CORE PLUS (LEGG MASON) FL FUNDFMV$47,744,381$47,744,381

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
OFFICE - 1680 MICHIGAN$1,419,770$520,277$899,493
LEASEHOLD IMPROVEMENTS$242,148$79,426$162,722

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$31,544LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST RECEIVABLE-INVESTMENTS$177,881$35,536$35,536
DIVIDENDS RECEIVABLE-INVESTMENTS$46,204$123,727$123,727

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$20,442,459Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$1,028,128$1,028,128$0
INSURANCE$35,716$0$18,426
COMMUNICATIONS$9,048$0$4,524
GENERAL OFFICE EXPENSES$15,523$0$7,762
E.D.P. EXPENSES$9,672$0$4,836

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SECURITIES LITIGATION$1,632$1,632$1,632
PARTNERSHIPS - SCHEDULE K-1 INCOME$7,166,577
MISCELLANOUS INCOME$20,841$20,841$20,841

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
INVESTMENT FEES PAYABLE$235,240$221,369
DEFERRED FEDERAL TAX LIABILITY-$505,726-$577,392
401K EMPLOYEE CONTRIBUTION$0-$750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$167,806Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt