TAYLOR FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TAYLOR FOUNDATION (EIN 54-0555235)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349102798
- Schema version
- 2016v3.0
- 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 Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T15:18:13-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541517420 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALL EINHORN & CHERNITZER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W MAIN ST SUITE 1200 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 K KIRKPATRICK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5616285458 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M CHASE | PreparerPersonNm |
| PTIN | P00987015 | PTIN |
| Phone | 7576254700 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.164.57.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 16:01:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8A5F6215342FEF06EF6351FC0AC2783D2EFE7247 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F53CAB8DA7994E076C579F79CE7E778EA01C311 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $1,696,595 | 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 | $42,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$41,159 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,214,564 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,074 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,350 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $504 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $756 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,563 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,025 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,538 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,979 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,192 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,787 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,807 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,923 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,884 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,530 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,288 | CashBOYAmt |
| Cash EOY | $310,850 | CashEOYAmt |
| Cash EOYFMV | $310,850 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,290,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $877,346 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,385,745 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,306,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,188,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,696,595 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| 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 |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$892,943 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,011,387 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,306,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,188,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,306,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,188,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,306,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,188,196 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,188,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF | P | 2016-12-31 | $49,042 | $48,824 | $218 | $218 |
| WISDOMTREE JAPAN HEDGED EQUITY | P | 2016-12-31 | $44,312 | $50,314 | -$6,002 | -$6,002 |
| WISDOMTREE EUROPE HEDGED EQUITY | P | 2016-12-31 | $121,141 | $136,067 | -$14,926 | -$14,926 |
| SPDR S&P MIDCAP 400 EFT TR | P | 2016-12-31 | $48,058 | $49,831 | -$1,773 | -$1,773 |
| AQR MANAGED FUTURES STRATEGY | P | 2016-12-31 | $6,946 | $7,616 | -$670 | -$670 |
| BLACKROCK GLOBAL LONG/SHORT | P | 2016-12-31 | $8,933 | $9,511 | -$578 | -$578 |
| BLACKROCK GLOBAL LONG/SHORT | P | 2016-12-31 | $84,205 | $90,489 | -$6,284 | -$6,284 |
| DOUBLELINE TOTAL RETURN BD FUND | P | 2016-12-31 | $42,560 | $43,383 | -$823 | -$823 |
| AQR MANAGED FUTURES STRATEGY | P | 2016-12-31 | $81,386 | $92,384 | -$10,998 | -$10,998 |
| BLACKROCK GLOBAL LONG/SHORT | P | 2016-12-31 | $82,887 | $80,000 | $2,887 | $2,887 |
| DOUBLELINE TOTAL RETURN BD FUND | P | 2016-12-31 | $33,454 | $34,385 | -$931 | -$931 |
| ISHARES RUSSELL 2000 ETF | P | 2016-12-31 | $32,252 | $30,376 | $1,876 | $1,876 |
| SPDR S&P MIDCAP 400 EFT TR | P | 2016-12-31 | $144,582 | $140,663 | $3,919 | $3,919 |
| SPDR S&P MIDCAP 400 EFT TR | P | 2016-12-31 | $9,053 | $9,053 | $9,053 | |
| DOUBLELINE TOTAL RETURN BD FUND | P | 2016-12-31 | $77,832 | $78,211 | -$379 | -$379 |
| DOUBLELINE TOTAL RETURN BD FUND | P | 2016-12-31 | $2,613 | -$2,613 | -$2,613 | |
| DOUBLELINE TOTAL RETURN BD FUND | P | 2016-12-31 | $179,124 | $183,510 | -$4,386 | -$4,386 |
| ISHARES | P | 2016-12-31 | $148,615 | $150,296 | -$1,681 | -$1,681 |
| ISHARES | P | 2016-12-31 | $7,069 | -$7,069 | -$7,069 | |
| VANGUARD REIT | P | 2016-12-31 | $20,182 | $20,181 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$41,159 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $104,019 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,729,189 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060155 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $111,164 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,794,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061933 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,842 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,751,078 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059302 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,668 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,641,352 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047929 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,333 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,628,636 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046255 | DistributionYr5Rt |
| Total Distribution | 0.275574 | TotalDistributionRt |
| Average Distribution | 0.055115 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,701,758 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,792 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $305 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,097 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,815 | 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 | $305 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $305 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $305 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $305 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | 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 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | W PALM BEACH | FL | 33401 | CHAIRMAN OF THE BOARD | 1.25 | $1,750 | $0 | $0 |
| BARBARA CREECH | ||||||||
| PO BOX 988 | VIRGINIA BEACH | VA | 23451 | 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 | ||||||||
| 2287 FLAMINGO ROAD | W PALM BEACH | FL | 33410 | SECRETARY | 1.00 | $1,750 | $0 | $0 |
| ROBERT T TAYLOR | ||||||||
| 7421 GREGORY DRIVE SUITE 106A | NORFOLK | VA | 23513 | TRUSTEE | 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 |
| 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,531,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,727,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,727,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,701,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $305 | TotalTaxAmt |
| Distributable Before Adj | $84,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,783 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,815 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,815 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $305 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $16,924 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,137 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,426 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,815 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,783 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,032 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $80,519 | 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 | $80,519 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $16,924 | ExcessFromYear3Amt |
| Excess From Year2 | $22,137 | ExcessFromYear2Amt |
| Excess From Year1 | $18,426 | ExcessFromYear1Amt |
| Excess From Current Year | $23,032 | 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 | 7578576081 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPT A FAMILY INC | |||||||
| 1712 SECOND AVE NORTH LAKE | LAKE WORTH | FL | 33460 | NONE | PUBLIC CHARITY | COMMUNITY | $1,000 |
| BIG DOG RANCH | |||||||
| 10948 ACME RD | WELLINGTON | FL | 33414 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 |
| CAMPBELL UNIVERSITY | |||||||
| PO BOX 26 | BUIES CREEK | NC | 27506 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| CARTERET COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 3505 ARENDELL STREET | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| CARTERET COUNTY PUBLIC SCHOOLS EAST CARTERET HIGH SCHOOL | |||||||
| PO BOX 600 | BEAUFORT | NC | 28516 | NONE | PUBLIC CHARITY | EDUCATIONAL | $12,000 |
| CROSSROADS CHURCH | |||||||
| 1127 SURREY CRESCENT | NORFOLK | VA | 23508 | NONE | PUBLIC CHARITY | COMMUNITY | $8,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| PO BOX 639 | WILSON | NC | 27894 | NONE | PUBLIC CHARITY | COMMUNITY | $2,000 |
| HOPE MISSION | |||||||
| PO BOX 1438 | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | COMMUNITY | $500 |
| MEALS ON WHEELS | |||||||
| 4201 GREENWOOD DR | PORTSMOUTH | VA | 23701 | NONE | PUBLIC CHARITY | COMMUNITY | $8,000 |
| MOUNT OLIVE COLLEGE | |||||||
| 121 SOUTH ASAPH STREET | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | EDUCATIONAL | $3,500 |
| PALM BEACH COUNTY FISHING FOUNDATION | |||||||
| 201 5TH STREET | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | COMMUNITY | $3,500 |
| PENINSULA COMMUNITY CHAPEL | |||||||
| 4209 BIG BETHEL ROAD | YORKTOWN | VA | 23693 | NONE | PUBLIC CHARITY | COMMUNITY | $1,000 |
| REHABILITATION CENTER FOR CHILDREN AND ADULTS | |||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | COMMUNITY | $4,000 |
| RENDINA FAMILY FOUNDATION | |||||||
| 661 UNIVERSITY BOULEVARD SUITE 200 | JUPITER | FL | 33458 | NONE | PUBLIC CHARITY | COMMUNITY | $2,500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | COMMUNITY | $1,500 |
| ST ANN CATHOLIC | |||||||
| 310 NORTH OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | COMMUNITY | $3,000 |
| THE BRIDGE STREET FOUNDATION | |||||||
| 70 SOUTH MAIN STREET | NEW HOPE | PA | 18938 | NONE | PUBLIC CHARITY | COMMUNITY | $1,000 |
| THE BROAD STREET CLINIC | |||||||
| 534 N 35TH ST | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | COMMUNITY | $1,000 |
| THE INTERATIONAL FOUNDATION | |||||||
| 55 LANE ROAD SUITE 300 | FAIRLEAD | NJ | 07004 | NONE | PUBLIC CHARITY | COMMUNITY | $2,500 |
| WEST PALM BEACH FISHING CLUB | |||||||
| 2015 5TH ST | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | COMMUNITY | $2,500 |
| YOUNG LIFE | |||||||
| 580 LYNNHAVEN PARKWAY | VIRGINIA BEACH | VA | 23452 | NONE | PUBLIC CHARITY | COMMUNITY | $1,500 |
| THE BRIDGE DOWNEAST | |||||||
| 1344 ISLAND RD | HARKERS ISLAND | NC | 28531 | NONE | PUBLIC CHARITY | COMMUNITY | $2,000 |
| KERUS GLOBAL EDUCATION | |||||||
| 245 NEWMAN AVE | HARRISONBURG | VA | 22801 | NONE | PUBLIC CHARITY | COMMUNITY | $1,000 |
| PLACE OF HOPE | |||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | NONE | PUBLIC CHARITY | COMMUNITY | $9,000 |
| ROSARIAN ACADEMY | |||||||
| 807 NORTH FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | COMMUNITY | $2,000 |
| TRIPLE R RANCH | |||||||
| 3531 BUNCH WALNUTS ROAD | CHESAPEAKE | VA | 23322 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 |
| STOP CHILDREN'S CANCER | |||||||
| 2622 NW 43RD ST B3 | GAINESVILLE | FL | 32606 | NONE | PUBLIC CHARITY | COMMUNITY | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,500 | 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 | $42,074 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$41,159 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $915 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $915 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,260 | Amt |
| Net Investment Income | $504 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $756 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $877,346 | EOYBookValueAmt |
| EOYFMV | $1,385,745 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $3,415 | $1,366 | $2,049 |
| MEALS | $1,392 | $557 | $835 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $7,547 | $3,019 | $4,528 |
| BANK FEES | $16 | $6 | $10 |