TAYLOR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TAYLOR FOUNDATION (EIN 54-0555235)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349102007
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T12:17:07-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650532486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS EVANS & FEAGANS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5090 PGA BOULEVARD SUITE 300 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334183945 | 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 | 540555235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAYL | BusinessNameControlTxt |
| Phone | 5616285458 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2264 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN T KIRKPATRICK | PersonNm |
| Person Title | CHAIRMAN OF THE BRD | PersonTitleTxt |
| Phone | 5616285458 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETHANY A EVANS | PreparerPersonNm |
| PTIN | P01484857 | PTIN |
| Phone | 5612491712 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.196.71.213 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 12:17:07 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A8648E5D40E0F66B327B49FA69DE1F571BD8CF57 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8648E5D40E0F66B327B49FA69DE1F571BD8CF57 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,682,950 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,950 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,171 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,121 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,264 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,896 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,811 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,686 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $801 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $320 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $481 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,752 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,696 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,059 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,439 | CashBOYAmt |
| Cash EOY | $35,619 | CashEOYAmt |
| Cash EOYFMV | $35,619 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,195,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,150,944 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,646,797 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $534 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $534 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,218,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,187,097 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,682,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,199,583 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,199,583 | CapitalStockEOYAmt |
| Retained Earning BOY | -$981,083 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,012,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,218,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,187,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,218,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,187,097 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,218,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,403 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,187,097 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,187,097 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | P | 2018-01-04 | $67,054 | $49,973 | $17,081 | $17,081 |
| SPDR S&P MIDCAP 400 ETF TR | P | 2018-01-04 | $34,812 | $14,811 | $20,001 | $20,001 |
| VANGUARD FTSE EMERGING MKTS | P | 2018-01-04 | $69,801 | $66,848 | $2,953 | $2,953 |
| ISHARES US PFD STK ETF | P | 2018-02-09 | $111,366 | $114,360 | -$2,994 | -$2,994 |
| ANHEUSER-BUSCH INBEV FIN INC | P | 2018-04-23 | $50,000 | $50,117 | -$117 | -$117 |
| CHEVRON CORP NEW | P | 2018-06-25 | $50,000 | $50,127 | -$127 | -$127 |
| CITIGROUP INC | P | 2018-09-26 | $50,000 | $50,475 | -$475 | -$475 |
| BOSTON PARTNERS LONG/SHORT | P | 2018-12-14 | $51,514 | $60,000 | -$8,486 | -$8,486 |
| VANGUARD FTSE DEVELOPED MKTS | P | 2018-12-14 | $11,621 | $13,140 | -$1,519 | -$1,519 |
| VANGUARD FTSE DEVELOPED MKTS | P | 2018-12-19 | $951 | $1,095 | -$144 | -$144 |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2018-12-14 | $2,734 | $2,734 | $2,734 | |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2018-12-21 | $264 | $264 | $264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,171 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,527 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $138,654 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,255,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110414 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,701,758 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063176 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $104,019 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,729,189 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060155 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $111,164 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,794,904 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061933 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,842 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,751,078 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059302 | DistributionYr5Rt |
| Total Distribution | 0.354980 | TotalDistributionRt |
| Average Distribution | 0.070996 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,833,136 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,145 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $602 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,747 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,559 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,203 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,203 | SubtotalAmt |
| Tax Based On Investment Income | $1,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $947 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $947 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $269 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN K KIRKPATRICK | IndividualWithBooksNm |
| Phone | 5616285458 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 BARCELONA RD | AddressLine1Txt |
| Address Line2 | 282 BARCELONA RD | AddressLine2Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY TAYLOR | ||||||||
| 554 NELSON NECK ROAD | SEA LEVEL | NC | 28577 | TRUSTEE | 1.00 | $1,750 | $0 | $0 |
| SUSAN T KIRKPATRICK | ||||||||
| 282 BARCELONA ROAD | WEST PALM BEACH | FL | 33401 | CHAIRMAN OF | 1.25 | $1,750 | $0 | $0 |
| BARBARA CREECH | ||||||||
| PO BOX 988 | ATLANTIC BEACH | NC | 28512 | TRUSTEE | 1.00 | $1,750 | $0 | $0 |
| GRADY FULCHER JR | ||||||||
| PO BOX 989 | ATLANTIC BEACH | NC | 28512 | SECRETARY | 1.00 | $1,750 | $0 | $0 |
| BRIAN KIRKPATRICK | ||||||||
| 729 KITTYHAWK WAY | WEST PALM BEACH | FL | 33408 | SECRETARY | 1.00 | $1,750 | $0 | $0 |
| WILLIAM CLARK TAYLOR | ||||||||
| 1234 MANCHESTER PL | NORFOLK | VA | 23518 | TRUSTEE | 1.00 | $1,750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,771,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,328 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,861,052 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,861,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,833,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,203 | TotalTaxAmt |
| Distributable Before Adj | $90,454 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $90,454 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $90,454 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,559 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $91,559 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $91,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,454 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,924 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,137 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,032 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,758 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $158,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,559 | QualifyingDistributionsAmt |
| Applied To Current Year | $90,454 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,105 | RemainingDistriFromCorpusAmt |
| Total Corpus | $159,382 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,924 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $142,458 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,137 | ExcessFromYear4Amt |
| Excess From Year3 | $18,426 | ExcessFromYear3Amt |
| Excess From Year2 | $23,032 | ExcessFromYear2Amt |
| Excess From Year1 | $77,758 | ExcessFromYear1Amt |
| Excess From Current Year | $1,105 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN T KIRKPATRICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 BARCELONA ROAD | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616285458 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO FORMAL RESTRICTIONS OR LIMITATIONS ON AWARDS, BUT AS A MATTER OF LONGSTANDING POLICY, THE FOUNDATION GENERALLY LIMITS ITS GIFTS TO COMMUNITY AND GENERAL CHARITIES INCLUDING HOSPITALS, RELIGIOUS AND EDUCATIONAL ENTITIES LOCATED WITHIN VIRGINIA, NORTH CAROLINA, AND FLORIDA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG DOG RANCH RESCUE | |||||||
| BIG DOG RANCH RESCUE | 11390 JOG ROAD STE 101 | 11390 JOG ROAD STE 101 | PALM BEACH GARDENS | FL | 33418 | COMMUNITY | $5,000 |
| CAMPBELL UNIVERSITY | |||||||
| CAMPBELL UNIVERSITY | PO BOX 26 | PO BOX 26 | BUIES CREEK | NC | 27506 | EDUCATIONAL | $1,000 |
| CARTERET COUNTY COMMUNITY COLLEGE | |||||||
| CATERET COUNTY COMMUNITY COLLEGE | 3505 ARENDELL STREET | 3505 ARENDELL STREET | MOREHEAD CITY | NC | 28557 | EDUCATIONAL | $2,500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| CYSTIC FIBROSIS FOUNDATION | PO BOX 639 | PO BOX 639 | WILSON | NC | 27894 | COMMUNITY | $1,500 |
| EXPECT RENAISSANCE | |||||||
| EXPECT RENAISSANCE | PO BOX 1983 | PO BOX 1983 | NORFOLK | VA | 23501 | COMMUNITY | $1,500 |
| HANLEY FOUNDATION | |||||||
| HANLEY FOUNDATION | 700 S DIXIE HWY STE 103 | 700 S DIXIE HWY STE 103 | WEST PALM BEACH | FL | 33401 | COMMUNITY | $2,500 |
| HARKERS ISLAND FIRE & RESCUE INC | |||||||
| HARKERS ISLAND FIRE & RESCUE INC | PO BOX 273 | PO BOX 273 | HARKERS ISLAND | NC | 28531 | COMMUNITY | $2,500 |
| HOPE MISSION | |||||||
| HOPE MISSION | PO BOX 1438 | PO BOX 1438 | MOREHEAD CITY | NC | 28557 | COMMUNITY | $500 |
| MEALS ON WHEELS PALM BEACHES | |||||||
| MEALS ON WHEELS PALM BEACHES | 4201 GREENWOOD DRIVE | 4201 GREENWOOD DRIVE | PORTSMOUTH | VA | 23701 | COMMUNITY | $6,500 |
| MOUNT OLIVE COLLEGE | |||||||
| MOUNT OLIVE COLLEGE | 634 HENDERSON STREET | 634 HENDERSON STREET | MOUNT OLIVE | NC | 28365 | EDUCATIONAL | $3,000 |
| PALM BEACH COUNTY FISHING FOUNDATIO | |||||||
| PALM BEACH COUNTY FISHING FOUNDATION | 201 5TH STREET | 201 5TH STREET | WEST PALM BEACH | FL | 33401 | COMMUNITY | $2,500 |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | |||||||
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | 3100 N MILITARY TRAIL | 3100 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | COMMUNITY | $1,500 |
| SAMARITAN'S PURSE | |||||||
| SAMARITAN'S PURSE | PO BOX 3000 | PO BOX 3000 | BOONE | NC | 28607 | COMMUNITY | $3,000 |
| THE BRIDGE DOWNEAST | |||||||
| THE BRIDGE DOWNEAST | 1344 ISLAND ROAD | 1344 ISLAND ROAD | HARKERS ISLAND | NC | 28531 | COMMUNITY | $3,000 |
| THE BROAD STREET CLINIC | |||||||
| THE BROAD STREET CLINIC | 534 N 35TH STREET | 534 N 35TH STREET | MOREHEAD CITY | NC | 28557 | COMMUNITY | $2,000 |
| THE INTERNATIONAL FOUNDATION | |||||||
| THE INTERNATIONAL FOUNDATION | PO BOX 23813 | PO BOX 23813 | WASHINGTON | DC | 20026 | COMMUNITY | $3,000 |
| WEST PALM BEACH FISHING CLUB | |||||||
| WEST PALM BEACH FISHING CLUB | 201 5TH STREET | 2015 5TH STREET | WEST PALM BEACH | FL | 33401 | COMMUNITY | $1,500 |
| YOUNG LIFE | |||||||
| YOUNG LIFE | 1127 SURREY CRESCENT | 1127 SURREY CRESCENT | NORFOLK | VA | 23508 | COMMUNITY | $1,500 |
| CORE SOUND WATERFOWL MUSEUM | |||||||
| CORE SOUND WATERFOWL MUSEUM | 1785 ISLAND ROAD | 1785 ISLAND ROAD | HARKERS ISLAND | NC | 28531 | COMMUNITY | $10,000 |
| ST ANN PLACE | |||||||
| ST ANN PLACE | 2107 N DIXIE HWY | 2107 N DIXIE HWY | WEST PALM BEACH | FL | 33407 | COMMUNITY | $500 |
| AN ACHIEVABLE DREAM | |||||||
| AN ACHIEVABLE DREAM | 10858 WARWICK BLVD STE A | 10858 WARWICK BLVD STE A | NEWPORT NEWS | VA | 23601 | EDUCATIONAL | $1,000 |
| CROSS ROADS CHURCH | |||||||
| CROSS ROADS CHURCH | 5811 HOFFMANS LN | 5811 HOFFMANS LN | FALLS CHURCH | VA | 22041 | COMMUNITY | $5,000 |
| BELLA'S ANGELS | |||||||
| BELLA'S ANGELS | 13860 WLLINGTON TC 38111 | 13860 WLLINGTON TC 38111 | WELLINGTON | FL | 33414 | COMMUNITY | $3,500 |
| ST CLARE SCHOOL | |||||||
| ST CLARE SCHOOL | 821 PROSPERITY FARMS ROAD | 821 PROSPERITY FARMS ROAD | NORTH PALM BEACH | FL | 33408 | EDUCATIONAL | $2,500 |
| CARTERET CNTY SCHOOL FNDN FOR DOWNS | |||||||
| CARTERET CNTY SCHOOL FNDN FOR DOWNS | 107 SAFRIT DRIVE | 107 SAFRIT DRIVE | BEAUFORT | NC | 28516 | EDUCATIONAL | $1,000 |
| EAST CARTERET HIGH SCHOOL | |||||||
| EAST CARTERET HIGH SCHOOL | 3263 US-70 | 3263 US-70 | BEAUFORT | NC | 28516 | EDUCATIONAL | $1,500 |
| EAST CARTERET HS ATHLETIC BOOSTER | |||||||
| EAST CARTERET HS ATHLETIC BOOSTER | 3263 HIGHWAY 70 EAST | 3263 HIGHWAY 70 EAST | BEAUFORT | NC | 28516 | EDUCATIONAL | $1,000 |
| EAST CARTERET HIGH SCHOOL | |||||||
| EAST CARTERET HIGH SCHOOL | 3263 US-70 | 3263 US-70 | BEAUFORT | NC | 28516 | EDUCATIONAL | $4,000 |
| SALVATION ARMY | |||||||
| SALVATION ARMY | 2100 PALM BEACH LAKES BLV | 2100 PALM BEACH LAKES BLV | WEST PALM BEACH | FL | 33409 | COMMUNITY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,950 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,121 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,160 | Amt |
| Net Investment Income | $1,264 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,896 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,150,944 | EOYBookValueAmt |
| EOYFMV | $1,646,797 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM OTHERS | Desc |
| EOY Book Value | $534 | EOYBookValueAmt |
| EOYFMV | $534 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE | $140 | $56 | $84 |
| TAXES PAID | $1,612 | $1,612 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $7,802 | $3,121 | $4,681 |
| BANK FEES | $9 | $4 | $5 |