2017-11-16T14:40:11-05:00 2016-10-31 208489289 ALAN R SWIFT CPA PA 800 VILLAGE SQUARE CROSSING 118 PALM BEACH GARDENS FL 334104540 990 2015-11-01 650509255 OCEAN REEF COMMUNITY FOUNDATION INC OCEA 3053676303 35 OCEAN REEF DRIVE KEY LARGO FL 33037 YURIANNA MIKOLAY SECRETARY 3053676303 2017-11-08 true ALAN R SWIFT P00076110 5616560818 2017-11-16 2015 2018-03-14 21:41:22Z WILLIAM NUTT 35 OCEAN REEF DRIVE SUITE 148 KEY LARGO FL 33037 6918174 false X WWW.ORFOUND.ORG X 1994 FL TO PROMOTE AND ENHANCE RESPONSIBLE AND EFFECTIVE PHILANTHROPHY FOR MEMBERS OF THE OCEAN REEF COMMUNITY. 26 26 0 25 0 7203636 6479536 0 351662 310105 100 -605494 7555398 6184147 7991419 7016125 0 88948 77047 0 18793 726269 149359 8806636 7242531 -1251238 -1058384 30522782 29135338 18441654 17984167 12081128 11151171 X TO PROMOTE AND ENHANCE RESPONSIBLE AND EFFECTIVE PHILANTHROPHY FOR MEMBERS OF THE OCEAN REEF COMMUNITY. false false 7022402 7016125 TO PROVIDE FOR CODE SECTION 501(C)(3) ORGANIZATIONS AND OTHER NOT FOR PROFIT ORGANIZATIONS THAT BENEFIT THE COMMUNITY OF OCEAN REEF AND THE SURROUNDING AREA, AS WELL AS OTHER QUALIFIED CHARITABLE ORGANIZATIONS. TO PROVIDE FOR CODE SECTION 501(C)(3) ORGANIZATIONS AND OTHER NOT FOR PROFIT ORGANIZATIONS THAT BENEFIT THE COMMUNITY OF OCEAN REEF AND THE SURROUNDING AREA, AS WELL AS OTHER QUALIFIED CHARITABLE ORGANIZATIONS. 7022402 true true false false false true false false true true true false false true false false true false false false false false false false true false false true false false false false false false false false false false true false false false false true false true false true 9 0 false 0 false false false false false true true false false false false false false false X 26 26 true false false false false false false true true false false true true true true true true true true false X X YURI MIKOLAY 3053674707 35 OCEAN REEF DRIVE STE 148 KEY LARGO FL 33037 RONALD CRESSWELL DIRECTOR 1.00 X 0 0 0 KENNETH DEWEY DIRECTOR 1.00 X 0 0 0 RICHARD FARMER DIRECTOR 1.00 X 0 0 0 EDMUND HAJIM DIRECTOR 1.00 X 0 0 0 MIKE JONES DIRECTOR 1.00 X 0 0 0 AMY JOSEPH DIRECTOR 1.00 X 0 0 0 CYNTHIA LEE DIRECTOR 1.00 X 0 0 0 JOHN LEE DIRECTOR 1.00 X 0 0 0 MICHAEL LEEMHUIS DIRECTOR 1.00 X 0 0 0 CINDY MANZO DIRECTOR 1.00 X 0 0 0 LINDA OWENS DIRECTOR 1.00 X 0 0 0 DAVID RITZ DIRECTOR 1.00 X 0 0 0 ROBERT SCHMETTERER DIRECTOR 1.00 X 0 0 0 JANIE SIMS DIRECTOR 1.00 X 0 0 0 ADELAIDE SKOGLUND DIRECTOR 1.00 X 0 0 0 JILL SULLIVAN DIRECTOR 1.00 X 0 0 0 KATHY WEILAND DIRECTOR 1.00 X 0 0 0 CARLA WOOD DIRECTOR 1.00 X 0 0 0 STEPHEN WOODSUM DIRECTOR 1.00 X 0 0 0 MICHAEL BERMAN VICE PRESIDE 1.00 X 0 0 0 TOM DAVIDSON VICE PRESIDE 1.00 X 0 0 0 ALAN GOLDSTEIN CHAIRMAN EME 1.00 X 0 0 0 KEN KARL TREASURER 1.00 X 0 0 0 STEVEN MARKEL PRESIDENT 5.00 X 0 0 0 YURIANNA MIKOLAY SECRETARY 40.00 X 0 66632 0 WILLIAM NUTT CHAIRMAN 2.00 X 0 0 0 66632 false false false 4082336 2397200 193730 6479536 310131 310131 100 100 100 100 125914 125940 -26 -26 -26 4082336 608087 -608087 MISCELLANEOUS INCOME 2493 2493 2493 6184147 2567 310131 7016125 7016125 57772 57772 19275 19275 21380 21380 66997 66997 4916 2988 1928 16584 16584 1131 1131 6277 6277 4200 4200 THE LINK PUBLICATION 12073 12073 DUES AND SUBSCRIPTIONS 6560 6560 MARKETING 4792 4792 TELEPHONE 3386 3386 1063 1063 7242531 7022402 201336 18793 677475 801647 359422 5161 5161 117851 135138 458190 17127 447340 441063 10137627 9427877 418989 355891 18358917 17968561 30522782 29135338 66202 57063 56500 1000 18318952 17926104 18441654 17984167 X 11475202 10498732 555946 602032 49980 50407 12081128 11151171 30522782 29135338 -1058384 128427 X false true true false X 3111694 5954343 7071898 7975913 6479536 30593384 3111694 5954343 7071898 7975913 6479536 30593384 30593384 225980 297832 293134 351662 310131 1478739 32072123 2593 0.95390 0.96170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49 289496 1897072 5139988 true true false true X 5286061 1173687 326027 1297258 153132 5635385 4832287 752023 369733 559075 108907 5286061 4703936 398955 534421 622116 182909 4832287 3756966 759522 684002 451855 44699 4703936 3506389 567544 123277 628191 -187947 3756966 0.86630 0.00940 0.12430 false false 400000 400000 58190 17127 41063 441063 ENDOWMENT FUND 17926104 CASH SURRENDER VALUE LIFE INSURANCE 42457 17968561 6920661 128427 608087 736514 6184147 6184147 7850618 608087 608087 7242531 7242531 SCHEDULE D, PAGE 2, PART IV, LINE 2B IN FEBRUARY 2009, THE FOUNDATION ENTERED INTO AN AGREEMENT WITH THE OCEAN REEF CULTURAL CENTER (THE CENTER), ANOTHER NOT FOR PROFIT ENTITY WITHIN THE OCEAN REEF COMMUNITY, WHEREBY THE FOUNDATION WOULD MAINTAIN CERTAIN INVESTMENTS ON BEHALF OF THE CENTER. IN MARCH OF 2009, THE CENTER TRANSFERRED THESE ASSETS INTO FOUNDATION OWNED ACCOUNTS WITH THE STIPULATION THAT THEY BE HELD BY THE FOUNDATION FOR A PERIOD OF NO LESS THAN THREE YEARS WITH A GUARANTEED RIGHT OF RETURN TO THE CENTER. NO BENEFIT INURES TO THE FOUNDATION IN CONNECTION WITH THIS ARRANGEMENT (IE. MANAGEMENT FEES, PERCENTAGE OF REVENUES) - THESE ACCOUNTS ARE STRICTLY CUSTODIAL IN NATURE AND ARE OFFSET BY A CORRESPONDING LIABILITY ON THE FOUNDATION'S BOOKS. ALL ASSET ACTIVITY (INTEREST, DIVIDENDS, CHANGE IN MARKET VALUE, FEES) ARE RECORDED BY THE CENTER. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE 608,087 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE 608,087 OCEAN REEF GALA 4082336 4082336 92182 4455 511450 4082336 4082336 92182 4455 511450 608087 -608087 true HOSPICE OF THE FLORIDA KEYS INC 92001 OVERSEAS HWY TAVANIER FL 33070 592386289 53250 MEDICAL FACILITY INJURED MARINE SEMPER FI FUND PO BOX 555193 CAMP PENDALTON CA 92055 260086305 20000 VETERAN ASSISTANCE TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 020554654 50000 VETERANS ASSISTANCE ALL HANDS VOLUTEERS 6 COUNTRY ROAD SUITE 6 MATTAPOISETT MA 02739 203414952 10000 HURRICANE RELIEF OPERATION USA 7421 BEVERLY BLVD LOS ANGELES CA 90036 953504080 28000 HURRICANE RELIEF OCEAN REEF CONSERVATIVE ASSOCIATION 31 OCEAN REEF DRIVE SUITE A-100 KEY LARGO FL 33037 264692639 286710 CONSERVATION FEEDING SOUTH FLORIDA 2501 SW 32ND TERRACE PEMBROKE PINES FL 33023 592097520 85350 ASSISTANCE TO NEEDY OCEAN REEF ART LEAGUE 24 DOCKSIDE DRIVE SUITE182 KEY LARGO FL 33037 592059761 381118 ART APPRECIATION OCEAN REEF CULTURAL CENTER INC 200 ANCHOR DRIVE KEY LARGO FL 33037 650483380 919018 COMM CULTURAL CNTR OCEAN REEF MEDICAL CENTER FOUNDATIO 50 BARRACUDA LANE KEY LARGO FL 33037 650443146 1468814 MEDICAL CENTER THE ACADEMY AT OCEAN REEF 395 SOUTH HARBOR DRIVE KEY LARGO FL 33037 650146241 508872 EDUCATION OCEAN REEF VOLUNTEER FIRE DEPT 110 ANCHOR DRIVE KEY LARGO FL 33037 237411790 16477 COMMUNITY GRANT ORCAT 24 DOCKSIDE LANE SUITE 505 KEY LARGO FL 33037 650125916 71371 ANIMAL CARE CENTER EVERGLADES FOUNDATION 1800 OLD CUTLER ROAD SUITE 625 PALMETTO BAY FL 33157 593228899 20250 NAT RESOURCE CONSRV BAPTIST HEALTH SO FL FOUNDATION 8900 KENDALL DRIVE MIAMI FL 33176 591923401 75128 MEDICAL FACILITY BONEFISH & TARPON TRUST 24 DOCKSIDE LANE SUITE 83 KEY LARGO FL 33037 650988321 21500 FISH CONSERVATION BRANCHES 11500 NW 12TH AVENUE MIAMI FL 33168 650716969 75000 COMMUNITY GRANTS BUFFALO HABITAT FOR HUMANITY 1675 SOUTH PARK AVENUE BUFFALO NY 14220 222746890 20000 HOUSING DEVELOPMENT CAMILLUS HOUSE PO BOX 11829 MIAMI FL 33101 650032862 10250 SOCIAL SERVICES CANOPY OF NEIGHBORS INC 805 DELEWARE AVENUE BUFFALO NY 14209 271007766 10000 ELDERLY CARE CARRFOUR SUPPORTIVE HOUSING 1398 SW 1ST STREET 12TH FLOOR MIAMI FL 33135 650387766 10000 HOMELESS SHELTER CENTER FOR MAINE CONTEMPORARY ART PO BOX 1767 ROCKLAND ME 04841 010282701 10000 ART MUSEUM CHAPMAN PARTNERSHIP 1550 NORTH MIAMI AVENUE MIAMI FL 33136 650425069 10000 HOMELESS ASSISTANCE CITIMEALS-ON-WHEELS 355 LEXINGTON AVENUE NEW YORK NY 10177 361502650 12000 MEALS FOR ELDERLY CLARKE SCHOOLS FOR HEARING & SPEECH 45 ROUND HILL ROAD NORTHHAMPTON MA 01060 233065167 12500 SPECIAL EDUCATION COMMUNITIES IN SCHOOLS OF MIAMI 12485 SW 137TH AVENUE SUITE 109 MIAMI FL 33186 650140488 15000 COMMUNITY GRANT CRISIS SERVICES FOUNDATION 2969 MAIN STREET BUFFALO NY 14214 222954538 13000 ADDICTION HOTLINE DOMESTIC ABUSE SHELTER INC PO BOX 522696 MARATHON SHORES FL 33052 592153608 10000 SOCIAL SERVICES EARLY LEARNING COALITION 1111 12TH STREET SUITE 206 KEY WEST FL 33040 651144775 6500 EDUCATION FARNSWORTH ART MUSEUM 16 MUSEUM STREET ROCKLAND ME 04841 010368070 30000 ART MUSEUM FLORIDA KEYS ADOPTIVE PARENTS ASSOC PO BOX 1861 KEY LARGO FL 33037 200141609 6000 ADOPTION SERVICES FL KEYS HISTORY & DISCOVERY FOUND PO BOX 1124 ISLAMORADA FL 33036 461936911 5250 HISTORICAL SOCIETY FLORIDA KEYS CHILDRENS SHELTER 73 HIGH POINT ROAD TAVERNIER FL 33070 592605356 36250 SHELTER & COUNSELING FLORIDA KEYS COMMUNITY COLLEGE 5901 COLLEGE ROAD KEY WEST FL 33040 596173174 13326 EDUCATION FL KEYS HEALTHY START COALITION 1100 SIMONTON STREET SUITE 1 KEY WEST FL 33040 650051482 10000 SOCIAL SERVICES FLOTILLA 13-04 INC 24 DOCKSIDE LANE PMB 197 KEY LARGO FL 33037 597800230 10250 COAST GUARD AUX FRIENDS OF THE NEST CHARTER SCHOOL 830 PARK AVENUE SUITE 6B NEW YORK NY 10021 271533560 10000 EDUCATION GOOD HOPE EQUESTRIAN TRAINING CNTR 22155 SW 147TH AVENUE MIAMI FL 33170 650945018 10000 SOCIAL SERVICES GRASSROOTS GARDENS OF BUFFALO 30C ESSEX STREET BUFFALO NY 14213 161479159 20000 COMMUNITY GRANT GREATER MIAMI YOUTH FOR CHRIST PO BOX 561101 MIAMI FL 33256 596033466 41405 RELIGIOUS MISSION HABITAT FOR HUMANITY OF THE UPPER PO BOX 2151 KEY LARGO FL 33037 581285159 360250 SHELTER FOR NEEDY HORATIO ALGER ASSOCIATION 99 CANAL CENTER PLAZA SUITE 320 ALEXANDRIA VA 22314 131669975 145000 SCHOLARSHIPS JAC UPPER KEYS COMMUNITY POOL 326 LAGUANA AVENUE KEY LARGO FL 33070 650760704 20000 SOCIAL SERVICES KEY LARGO SCHOOL 104801 OVERSEAS HWY KEY LARGO FL 33037 596000750 92674 EDUCATION MALTZ MUSEUM OF JEWISH HERITAGE 2929 RICHMOND ROAD BEACHWOOD OH 44122 043684531 6247 MUSEUM MARINERS HOSPITAL FOUNDATION 91500 OVERSEAS HWY TAVERNIER FL 33070 591987358 6500 MEDICAL CENTER MEXICAN-AMERICAN COUNCIL 151 NW 11 STREET SUITE E400 HOMESTEAD FL 33030 650194318 25000 SOCIAL SERVICES MUJER INC PO BOX 900685 HOMESTEAD FL 33033 650534683 37500 FAMILY SERVICES NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 362167817 500000 EDUCATION OCEAN REEF CHAPEL FOUNDATION PO BOX 08203 BRIGANTINE NJ 08203 650486471 19300 RELIGIOUS ORGAN PERFORMING ARTS CENTER TRUST 1300 BISCAYNE BLVD MIAMI FL 33132 650353695 10000 PERFOMING ARTS PROTESTANT FOUNDATION OF OR CHAPEL 31 OCEAN REEF DRIVE SUITE C101 KEY LARGO FL 33037 651002109 12381 RELIGIOUS ORG REDLANDS CHRISTIAN MIGRANT ASSN 402 W MAIN STREET IMMOKALEE FL 34142 851221966 12500 RELIGEOUS ORG RESURGE INTERNATIONAL 145 NORTH WOLFE ROAD SUNNYVALE CA 94086 237297770 10000 MED SERV FOR NEEDY ROSWELL PARK ALLIANCE FOUNDATION ELM CANTON STREETS BUFFALO NY 14263 161391608 105000 MEDICAL SUPPORT SAY YES BUFFALO SCHOLARSHIP INC 726 EXCHANGE STREET SUITE 525 BUFFALO NY 14210 462867677 114414 EDUCATION SOUTH DADE CHILD DEVELOPMENT CNTR 28520 SW 148TH AVENUE LIESURE CITY FL 33033 591279497 8200 SOCIAL SERVICES SF SCIENCE CENTER & AQUARIUM 4801 DRIER TRAIL NORTH WEST PALM BEACH FL 33405 590915177 25000 EDUCATION ST JAMES THE FISHERMAN CHURCH PO BOX 509 ISLAMORADA FL 33036 591512694 6000 RELIGEOUS ORG ST JUSTIN THE MARTYR CHURCH 105500 OVERSEAS HWY KEY LARGO FL 33037 591545230 30000 RELIGEOUS ORG ST LOUIS UNIVERSITY LINDELL BLVD SUITE 2008 ST LOUIS MO 63103 430654872 50000 EDUCATION STAR OF THE SEA FOUNDATION INC 5640 MALONEY AVENUE KEY WEST FL 33040 300496670 28300 EMERGENCY ASSISTANCE START OFF SMART 1603 SE 28 AVENUE HOMESTEAD FL 33035 611657873 36760 SOCIAL SERVICES TAKE STOCK IN CHILDREN 241 TRUMBO ROAD KEY WEST FL 33040 650551178 75000 LOW INCOME ASSISTANC THE BEATRIX FARRAND SOCIETY PO BOX 111 MT DESERT ME 04660 571172777 12000 EDUCATION THE COLLINGS FOUNDATION 568 MAIN STREET HUDSON MA 01749 042658294 95000 AIRCRAFT MUSEUM THE FABRETTO CHILDRENS FOUNDATION 325 COMMERCE STREET ALEXANDRIA VA 22314 363894824 10000 NEEDY CHILDREN THE MOTIVATIONAL EDGE 2103 CORAL WAY 2ND FLOOR MIAMI FL 33145 262916391 12500 YOUTH DEVELOPMENT THE SMITH COLLEGE FUND PO BOX 340029 BOSTON MA 02241 041843040 25000 EDUCATION TOUCHING MIAMI WITH LOVE 1350 SW 4TH STREET HOMESTEAD FL 33030 650831654 20000 SOCIAL SERVICES UB FOUNDATION SERVICES 901 KIMBALL TOWER BUFFALO NY 14214 161331699 75000 EDUCATION UDT-SEAL MUSEUM ASSOCIATION 3300 N HIGHWAY A1A FT PIERCE FL 34949 592569073 10000 MUSEUM URBAN OASIS PROJECT 6700 SW 52 STREET MIAMI FL 33155 273335090 32880 NUTRITION ASSISTANCE VOICES FOR FLORIDA KEYS CHILDREN PO BOX 2018 ISLAMORADA FL 33036 650305892 15000 EDUCATION YMCA OF SOUTH FLORIDA 900 SE 3RD AVENUE SUITE 300 MIAMI FL 33316 590624464 87000 SOCIAL SERVICES SCHEDULE I, PAGE 1, PART I, LINE 2 APPLICATIONS ARE RECEIVED BY THE FOUNDATION AND ARE SCREENED PRIOR TO BEING REVIEWED BY THE GRANT COMMITTEE FOR MERIT AND AWARD AMOUNT. GRANTS AND ASSISTANCE ARE AWARDED WITHOUT REGARD TO RACE, GENDER, AGE OR RELIGIOUS AFFILIATION. X 7 125940 MARKET VALUE X AUCTION ITEMS 21 67790 DONOR VALUE false false false FORM 990, PAGE 2, PART III, LINE 4D TO PROVIDE FOR CODE SECTION 501(C)(3) ORGANIZATIONS AND OTHER NOT FOR PROFIT ORGANIZATIONS THAT BENEFIT THE COMMUNITY OF OCEAN REEF AND THE SURROUNDING AREA, AS WELL AS OTHER QUALIFIED CHARITABLE ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 2 AMY JOSEPH RICHARD FARMER DIRECTOR DIRECTOR FAMILY FORM 990, PAGE 6, PART VI, LINE 11B THE PRESIDENT, CHAIRMAN, AND TREASURER, DISCUSS AND REVIEW THE FORM 990 BEFORE THE TAX RETURN IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE FOUNDATION REQUIRES DIRECTORS TO SIGN A WRITTEN CONFLICT OF INTEREST STATEMENT EVERY YEAR. POTENTIAL CONFLICTS OF INTEREST ARE HANDLED ON A CASE-BY-CASE BASIS. VOTING MEMBER(S) WITH A POTENTIAL CONFLICT OF INTEREST ARE PROHIBITED FROM VOTING ON THE ISSUE. FORM 990, PAGE 6, PART VI, LINE 15A OFFICERS AND DIRECTORS ARE UNPAID VOLUNTEERS. FORM 990, PAGE 6, PART VI, LINE 15B OFFICERS AND DIRECTORS ARE UNPAID VOLUNTEERS. COMPENSATION OF STAFF MEMBERS IS APPROVED BY OFFICERS BEFORE HIRE. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REASONABLE REQUEST. FORM 990, PART XI, LINE 9 FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE 608,087 FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE -608,087 OCEAN REEF CULTURAL CENTER INC 200 ANCHOR DRIVE KEY LARGO FL 33037 650843801 FINE ARTS FL 501C3 9 N/A false false true false false false false false false false false false false false false false false false false false OCEAN REEF CULTURAL CENTER INC B 919018 GRANTS PAID TO ORCC