BOOTH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BOOTH FOUNDATION (EIN 20-0667161)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349105857
- Schema version
- 2018v3.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T15:28:58-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-15 | 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 | 2019-11-15 | IPDt |
| IP Tm | 16:19:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DD39ACB6756C079AA17F6A603B3D846F7BD36D72 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 159342F83EEB215F0A7C5CAC1EAB0E370488E119 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,758,147 | 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 | $26,828,689 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $550,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $550,792 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$446,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,848,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,053 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,053 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,961,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $578,845 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,966 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,076 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,890 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,992 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,294 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,698 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,704 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $677 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,714 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,772 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,053 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,119 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,066,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,066,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,169,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,119 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,087,731 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,791,372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $502,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,088 | CashBOYAmt |
| Cash EOY | $9,297 | CashEOYAmt |
| Cash EOYFMV | $9,297 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,077,645 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,199,230 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,199,230 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl BOY | $2,496,075 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Other Investments BOY | $14,768,306 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,953,364 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,521,087 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $42,360 | OtherAssetsBOYAmt |
| Other Assets EOY | $28,533 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,533 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,387,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,190,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,758,147 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $22,387,474 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,190,424 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,387,474 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,190,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,387,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,190,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,387,474 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,791,372 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,578 | OtherIncreasesAmt |
| Subtotal | $47,190,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,190,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| J.P. MORGAN RESECURITIZATION TRUST SER 2009-7 | $550 | $509 | $41 | $41 | |||
| MEDLEY CAP CORP SENIOR NOTES | $6,325 | $6,325 | $0 | $0 | |||
| GARRETT MOTION INC | $8 | $5 | $3 | $3 | 2015-11-10 | 2018-10-01 | |
| RESIDEO TECHNOLOGIES INC | $18 | $15 | $3 | $3 | 2015-11-10 | 2018-10-29 | |
| MERRILL LYNCH | $586,709 | $686,733 | -$100,024 | -$100,024 | |||
| MERRILL LYNCH | $3,307,458 | $3,386,595 | -$79,137 | -$79,137 | |||
| MERRILL LYNCH | $39,801 | $18,620 | $21,181 | $21,181 | |||
| MERRILL LYNCH | $315,716 | $409,409 | -$93,693 | -$93,693 | |||
| ENBRIDGE INC | $10 | $10 | $0 | $0 | |||
| 1,299 SHS - BARCLAYS BANK PLC | $32,475 | $35,001 | -$2,526 | -$2,526 | 2017-08-17 | 2018-12-17 | |
| VECTOR GROUP, LTD. - CASH IN LIEU | $9 | $5 | $4 | $4 | |||
| OPPENHEIMER & CO | $2,198,963 | $2,182,062 | $16,901 | $16,901 | |||
| RBC CAPITAL MARKETS | $305,777 | $329,468 | -$23,691 | -$23,691 | |||
| RBC CAPITAL MARKETS | $83,954 | $91,637 | -$7,683 | -$7,683 | |||
| RBC CAPITAL MARKETS | $704,292 | $898,422 | -$194,130 | -$194,130 | |||
| RBC CAPITAL MARKETS | $250,000 | $250,000 | $0 | $0 | |||
| CAPITAL GAINS DIVIDENDS | $16,355 | $16,355 | $16,355 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$446,396 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $892,406 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,793,870 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037506 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,464,393 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,023,043 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111901 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,680,405 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,975,242 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057995 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,452,062 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,193,954 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043745 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,200,304 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,233,613 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045754 | DistributionYr5Rt |
| Total Distribution | 0.296901 | TotalDistributionRt |
| Average Distribution | 0.059380 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,708,685 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,704,722 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,027 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,709,749 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,087,731 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,027 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,027 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,060 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,060 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,033 | OverpaymentAmt |
| Applied To ES Tax | $9,033 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $0 | $0 | $0 |
| SUSAN MACHAMER | ||||||||
| 1000 N US HIGHWAY 1 TOWNHOUSE 752 | JUPITER | FL | 33477 | VICE-PRESIDENT | 1.00 | $0 | $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 | $24,403,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,706,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,447 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,145,873 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,145,873 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $437,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,708,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,435,434 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,435,434 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,027 | TotalTaxAmt |
| Distributable Before Adj | $1,430,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,430,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,430,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,087,731 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,087,731 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,027 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,082,704 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,430,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $273,235 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,376,213 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,649,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,087,731 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,430,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $657,324 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,306,772 | 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 | $2,306,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $273,235 | ExcessFromYear3Amt |
| Excess From Year2 | $1,376,213 | ExcessFromYear2Amt |
| Excess From Current Year | $657,324 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OUTREACH FOUNDATION OF FIRST PRESBYTERIAN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 SEABOARD LANE SUITE 205 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM FOR DISADVANTAGED PEOPLE | GrantOrContributionPurposeTxt |
| Amt | $2,066,090 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,066,090 | 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 | $550,792 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $28,053 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$446,396 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,449 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,449 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ALEX E BOOTH JR IRREVOCABLE TRUST | |||||||
| 1 | 2001 SE SAILFISH POINT BLVD 316 | STUART | FL | 34996 | $25,534,518 | Yes (X) | |
| TRUST UW ROXANNA BOOTH | |||||||
| 2 | 2001 SE SAILFISH POINT BLVD 316 | STUART | FL | 34996 | $1,294,171 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | NUMEROUS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $25,534,518 | FairMarketValueAmt |
| Received | 2018-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,992 | Amt |
| Net Investment Income | $27,294 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,698 | 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 | $43,953,364 | BookValueAmt |
| EOYFMV | $54,521,087 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,966 | LegalFeesAmt |
| Net Investment Income | $9,076 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,890 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS & INTEREST RECEIVABLE | $7,125 | $0 | $0 |
| FEDERAL TAX RECEIVABLE | $33,560 | $28,533 | $28,533 |
| ROYALTY RECEIVABLE | $1,675 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $35 | $0 | $0 |
| CONTRACT LABOR | $4,546 | $3,182 | $1,364 |
| INSURANCE | $854 | $0 | $0 |
| OFFICE EXPENSES | $3,179 | $1,590 | $1,589 |
| SUPPLIES | $3,100 | $0 | $3,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RBC CAPITAL MARKETS - NOMINEE (301-09529) | Desc |
| Revenue And Expenses Per Books | $28,053 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28,053 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,053 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $11,578 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $34,300 | Amt |
| Net Investment Income | $34,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $5,027 | $0 | $0 |
| FOREIGN TAX PAID | $677 | $677 | $0 |