BLUE CROSS AND BLUE SHIELD OF FLORIDA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BLUE CROSS AND BLUE SHIELD OF FLORIDA FOUNDATION INC (EIN 59-3707820)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202503089349100245
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T13:10:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593707820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue Cross Blue Shield of Florida Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSAN TOWLER | InCareOfNm |
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 9049056803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 Deerwood Campus Pkwy | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kim Read | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 9049051008 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $445,321,068 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $768,114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $768,114 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,100,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,100,858 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,692,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $221,784,058 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $952,022 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$6,823,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,820,994 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,807 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,558 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $56,710 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,267,372 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,126,116 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $392,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $381,178 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,926 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $10,028 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,027 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,567 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $712,189 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,236,510 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,946,968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,969,091 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,255,941 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,205,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,202,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,029,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,820,994 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,407,025 | CashBOYAmt |
| Cash EOY | $21,426,349 | CashEOYAmt |
| Cash EOYFMV | $21,426,349 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $58,425 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $80,895 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $80,895 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $458,302,807 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $427,750,074 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $422,783,017 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,104,171 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,030,807 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,030,807 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $477,872,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $450,288,125 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $445,321,068 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $306,736 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $297,794 | AccountsPayableEOYAmt |
| Grants Payable BOY | $20,024,234 | GrantsPayableBOYAmt |
| Grants Payable EOY | $13,737,384 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $311,831 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,330,970 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,347,009 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $443,541,458 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $421,941,116 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $14,000,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $14,000,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $457,541,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $435,941,116 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $477,872,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $450,288,125 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $457,541,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,029,560 | ExcessRevenueOverExpensesAmt |
| Subtotal | $429,511,898 | SubtotalAmt |
| Other Decreases | -$6,429,218 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $435,941,116 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BONDS | P | $63,969,558 | $69,738,101 | -$5,768,543 | -$5,768,543 |
| PREFERRED STOCK | P | $303,247 | $286,020 | $17,227 | $17,227 |
| COMMON STOCK | P | $157,389,279 | $178,452,872 | -$21,063,593 | -$21,063,593 |
| FUTURES | P | $121,974 | $121,974 | $121,974 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,692,935 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $289,412 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $289,412 | SubtotalAmt |
| Tax Based On Investment Income | $289,412 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $358,408 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $358,408 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $68,996 | OverpaymentAmt |
| Applied To ES Tax | $68,996 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.floridabluefoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN TOWLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9049056803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 DEERWOOD CAMPUS PARKWAY | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE ATTACHMENT A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 Deerwood Campus Pkwy | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Officer | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | |||||
| 4800 DEERWOOD CAMPUS PARKWAY | JACKSONVILLE | FL | 32246 | PROFESSIONAL SERVICE | $1,655,596 |
| LORD ABBETT & CO LLC | |||||
| 30 Hudson Street | JERSEY CITY | NJ | 07302 | Investment Services | $218,861 |
| CROP CREATIVE MEDIA LLC | |||||
| 220 E Forsyth Street Suite D | JACKSONVILLE | FL | 32202 | Marketing | $83,500 |
| PNC BANK NATIONAL ASSOCIATION | |||||
| 300 Fifth Avenue | PITTSBURGH | PA | 15222 | Investment Services | $71,574 |
| VISIONARY VANGUARD GROUP INC | |||||
| 5300 W Atlantic Avenue Suite 504 | DELRAY BEACH | FL | 33484 | Financial Consulting | $61,513 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SAPPHIRE AWARD SYMPOSIUM - 654 ATTENDEES AND NUMEROUS ORGANIZATIONS WERE REPRESENTED AT THIS 2-DAY EDUCATIONAL SEMINAR ADDRESSING VARIOUS HEALTH CARE ISSUES. | Description1Txt |
| Expenses1 | $575,658 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $422,890,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,749,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,111,702 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $440,751,712 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $440,751,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,611,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $434,140,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,707,022 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,707,022 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $289,412 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $19,557 | IncomeTaxAmt |
| Total Tax | $308,969 | TotalTaxAmt |
| Distributable Before Adj | $21,398,053 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,398,053 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,398,053 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,202,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $27,202,909 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,398,053 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,592,567 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $726,150 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,131,411 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,817,502 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,807,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,074,836 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,202,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $21,398,053 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,804,856 | RemainingDistriFromCorpusAmt |
| Total Corpus | $23,879,692 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,592,567 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,287,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $726,150 | ExcessFromYear4Amt |
| Excess From Year3 | $1,131,411 | ExcessFromYear3Amt |
| Excess From Year2 | $3,817,502 | ExcessFromYear2Amt |
| Excess From Year1 | $7,807,206 | ExcessFromYear1Amt |
| Excess From Current Year | $5,804,856 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT B | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 DEERWOOD CAMPUS PARKWAY DC3-4 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8004773736 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENT B | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHMENT B | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT B | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT C | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTACHMENT C | AddressLine1Txt |
| City | ATTACHMENT C | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHMENT C | GrantOrContributionPurposeTxt |
| Amt | $24,255,941 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,255,941 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT D | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT D | AddressLine1Txt |
| Address Line2 | SEE ATTACHMENT D | AddressLine2Txt |
| City | ATTACHMENT D | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHMENT D | GrantOrContributionPurposeTxt |
| Amt | $4,954,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,954,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,868,972 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,692,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$6,823,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,823,963 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $67,558 | Amt |
| Disbursements Charitable Prps | $56,710 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (5 entries)
| ExplanationExplanationTxt |
|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA |
| PROFESSIONAL SERVICES |
| LORD ABBETT CO LLC |
| Investment Services |
| CROP CREATIVE MEDIA LLC |
| Marketing and Communications Consulting |
| PNC BANK NATIONAL ASSOCIATION |
| Custodial and Investment Services |
| VISIONARY VANGUARD GROUP INC |
| Investment and Financial Consulting Services |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FUTURES | ||
| COMMON STOCK DOMESTIC | ||
| COMMON STOCK INTERNATIONAL | ||
| PRIVATE EQUITY FUND | $81,933,309 | $81,933,309 |
| PREFERRED STOCK | ||
| FOR GOV SECURITIES | ||
| CORPORATE DEBT SECURITIES | ||
| FOR CORP DEBT SECURITIES | ||
| FIXED INCOME SECURITIES | $52,273,220 | $51,738,223 |
| EQUITY SECURITIES | $293,543,545 | $289,111,485 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,807 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $1,028,847 | $956,915 | $956,915 |
| DUE FROM INVESTMENT BROKER | $75,324 | $73,892 | $73,892 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMONFUND UNREALIZED LOSS | Desc |
| Amt | -$6,429,218 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| SAPPHIRE AWARD EXPENSES | $575,658 | |
| TRAINING | $2,052 | $4,676 |
| SUBSCRIPTIONS | $2,235 | |
| DUES | $70,012 | $85,080 |
| OFFICE SUPPLIES | $11,711 | |
| POSTAGE | $726 | |
| MAINTENANCE | $873 | |
| ADVERTISING | $64,467 | |
| PHONE | $7,130 | |
| MISC | $136 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMON FUND PARTNERSHIP | Desc |
| Net Investment Income | $952,022 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|
| DEFERRED TAX LIABILITY | $311,831 |
| DERIVATIVE LIABILITY |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,267,372 | Amt |
| Disbursements Charitable Prps | $2,126,116 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $392,000 | Amt |