COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC (EIN 23-7181875)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201731359349305303
- Schema version
- 2015v3.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T11:53:32-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651083521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyfield & Thomas LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Butler Street | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237181875 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation for Palm Beach | BusinessNameLine1Txt |
| Business Name Line2 | and Martin Counties | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 5616596800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 South Dixie Highway No 200 | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA ORTEGA REX | PersonNm |
| Person Title | Exec. Vice Pres., CFO | PersonTitleTxt |
| Phone | 5616596800 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Y Haynes | PreparerPersonNm |
| PTIN | P01366363 | PTIN |
| Phone | 5616896000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Brad Hurlburt | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 South Dixie Highway No 200 | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,013,206 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.yourcommunityfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$154,481 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$24,292 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,515,974 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,205,746 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,975,253 | PYInvestmentIncomeAmt |
| CY Investment Income | $120,530 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$171,126 | PYOtherRevenueAmt |
| CY Other Revenue | -$179,267 | CYOtherRevenueAmt |
| PY Total Revenue | $16,320,101 | PYTotalRevenueAmt |
| CY Total Revenue | $9,147,009 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,164,116 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,396,282 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,284,763 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,522,409 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $754,729 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,932,135 | PYOtherExpensesAmt |
| CY Other Expenses | $1,653,245 | CYOtherExpensesAmt |
| PY Total Expenses | $11,381,014 | PYTotalExpensesAmt |
| CY Total Expenses | $10,571,936 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,939,087 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,424,927 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $148,014,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,730,110 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,177,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,777,091 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $133,836,709 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $128,953,019 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To enhance the quality of life for all residents now and for future generations; to build permanent endowments. To provide community leadership on relevant issues and to address needs through grant making.This year, the Community Foundation's grantmaking focused on discovering collective impact partnerships and listening closely to our local community's needs. Below are just a few examples of how we responded. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $211,771 | ExpenseAmt |
| Desc | HEALTH AND HUMAN SERVICESHouse of Hope's Golden Gate Center for Enrichment offers programs, classes and informational sessions in education, vocational training, life skills, health and nutrition, arts and culture and library services to the Golden Gate neighborhood. The Center offers a vast array of services and programs to help residents live a better life, paving the way to breaking the cycle of poverty. More than $3 million was raised in a single day for 507 local nonprofits during the third year of the Great Give Palm Beach and Martin Counties. The 24-hour online fundraising event held May 3 was hosted by the Community Foundation, United Way of Palm Beach County and United Way of Martin County. The final total raised in this event was over $3.2 million and included the money raised through online donations that day, as well as additional funds raised by the nonprofits through match challenges and checks that were not contributed via the website. It also included over $315,000 in bonus funds raised by the Community Foundation that was divided and awarded to every participating nonprofit based on the total they raised. Community foundations across the country participated in the giving event in partnership with Give Local America. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $219,761 | ExpenseAmt |
| Grant | $154,121 | GrantAmt |
| Desc | EDUCATIONEducation is a critical component of the Community Foundation. A grant in the amount of $99,121 was awarded to Best Foot Forward. The funds will be used to expand their Grounded for Life program, which empowers youth in foster care to become productive members of society through academic success. They provide an advocate to support the students' achievements in school and in life. Students commit to specific goals and are assigned to a graduation coach and/or college advisor. A $55,000 grant was awarded to the Education Foundation of Palm Beach County to strengthen financial literacy curriculum for K - 12 students. The program allows teachers to gain the necessary tools and skills needed to properly implement various lesson plans to students. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $346,498 | ExpenseAmt |
| Grant | $233,882 | GrantAmt |
| Desc | ARTS AND CULTUREThe Community Foundation supported arts and culture as a significant part of its grant making for the third consecutive year. A grant in the amount of $80,000 was awarded to Expanding and Preserving Our Cultural Heritage (EPOCH) to expand their Youth Cultural Empowerment Program. The program create the opportunity for local youth to learn African, US and local black history. In addition, various mediums of art is integrated in to the history lessons. A grant to Els for Autism in the amount of $143,882 will help build the agency's capacity to expand arts integration for students diagnosed on the autism spectrum of all ages by designing and programming a Sensory Arts Garden Environment. CANVAS Art Charities received $10,000 to create Palm Beach County's largest outdoor museum through five different platforms. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $1,051,200 | SCHOLARSHIP PROGRAMThis year approximately 579 students completed an application for our scholarship program. With the help of local volunteers we granted 122 scholarships to deserving students in our community. These students received awards from $1,000 to $60,000 to use towards their college of choice. We have students attending all major Florida universities as well as Massachusetts Institute of Technology, Harvard College, Yale and Brown University. The Community Foundation is one of the largest providers of scholarship grants in Palm Beach and Martin counties. We support a wide range of students based on criteria of our nearly 100 scholarship funds. Scholarship funds are often established to honor or memorialize a loved one. Each year fund holders are informed of the recipients and receive thank you letters from the students, allowing the fund holder to be part of the students' college journey. Since 1983, over $9.3 million in scholarships have been awarded to 1,923 students. | |
| $51,587 | ENVIRONMENTThe Green Schools Ambassador Program provides mentoring to schools seeking to participate in the Green Schools Recognition Program. This program aims to grow the number and quality of Green Schools by overcoming various barriers. Through this program, experienced mentors are provided to schools to guide them through researching, planning, and documenting green activities, assisting with the application process, and assisting in finding funding sources. The goal is to add 30 new Green Schools over the next two years. | |
| $261,761 | COMMUNITY AND ECONOMIC DEVELOPMENTBurckle Place, a project of the Lord's Place, provides housing programs exclusively for hundreds of single, homeless women who often do not qualify for other programs. Burckle Place is centered on the principle that the best environment to foster growth and empowerment is one rooted in community and fellowship. Burckle Place focuses on empowering each woman to secure housing and rebuild their lives. A grant in the amount of $25,860 was awarded to Adopt-A-Family of the Palm Beaches to support the infrastructure of their Service Enrichment Housing Program. The grant will help Adopt-A-Family meet the high demand for SEH by increasing the program's inventory by two apartments, allowing the agency to serve many deserving families over time. | $25,860 |
| $5,998,376 | Other programs and grants. | $6,982,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,362,924 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $7,008,279 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $8,140,954 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gloria Ortega Rex | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5616596800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S Dixie Hwy Suite 200 | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| JB Murray Jr | |||||||
| Chairman of the Board | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Douglas Stockham | |||||||
| Vice Chairman | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lawrence J Miller | |||||||
| Vice Chairman | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 2.00 |
| Peter Matwiczyk | |||||||
| Secretary | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Steven A Templeton | |||||||
| Treasurer | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sherry Barrat | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Anson Beard Jr | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Ray Celedinas | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Lore Moran Dodge | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen B Emmett CFRE | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| George T Elmore | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Dennis P Gallon PHD | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| The Honorable Kathleen J Kroll | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrew Kushner | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Christina M MacFarland | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Libby Marshall | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa M Morgan Esq | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| David G Ober | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| Caroline B Sory | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| Virginia H Smith | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher W Storkerson | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |
| Roy J Zukerberg | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan S Stautberg | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Bradley Hurlburt | |||||||
| President and CEO | 40.00 | Yes (X) | $187,191 | $0 | $0 | ||
| Gloria Ortega Rex | |||||||
| Executive VP and CFO | 40.00 | Yes (X) | $148,595 | $0 | $0 | ||
| Danielle Cameron | |||||||
| Vice President for Develop | 40.00 | Yes (X) | $132,126 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $467,912 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $356,874 | FundraisingAmt |
| All Other Contributions | $8,848,872 | AllOtherContributionsAmt |
| Noncash Contributions | $1,534,420 | NoncashContributionsAmt |
| Total Contributions | $9,205,746 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,213,852 | TotalRevenueColumnAmt |
| Exclusion | $1,213,852 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $200,329 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $354,810 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$154,481 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$154,481 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$154,481 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,152,659 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,245,981 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,093,322 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,093,322 | TotalRevenueColumnAmt |
| Exclusion | -$1,093,322 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $126,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $356,874 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $265,406 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$139,206 | TotalRevenueColumnAmt |
| Exclusion | -$139,206 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Change Variance Power | 900099 | $99,498 | $99,498 |
| Net manag. fees | 900099 | $35,588 | $35,588 |
| Change in Value of Split-Interest | 900099 | $7,026 | $7,026 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,692 | TotalRevenueColumnAmt |
| Exclusion | -$27,692 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $114,420 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,147,009 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$154,481 | UnrelatedBusinessRevenueAmt |
| Exclusion | $95,744 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,349,082 | TotalAmt |
| Program Services | $6,349,082 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,200 | TotalAmt |
| Program Services | $1,047,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,829 | TotalAmt |
| Program Services | $161,387 | ProgramServicesAmt |
| Management And General | $195,534 | ManagementAndGeneralAmt |
| Fundraising | $151,908 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,948 | TotalAmt |
| Program Services | $147,005 | ProgramServicesAmt |
| Management And General | $324,508 | ManagementAndGeneralAmt |
| Fundraising | $258,435 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,894 | TotalAmt |
| Program Services | $47,884 | ProgramServicesAmt |
| Management And General | $44,365 | ManagementAndGeneralAmt |
| Fundraising | $28,645 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,368 | TotalAmt |
| Program Services | $6,606 | ProgramServicesAmt |
| Management And General | $42,999 | ManagementAndGeneralAmt |
| Fundraising | $27,763 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,370 | TotalAmt |
| Program Services | $20,306 | ProgramServicesAmt |
| Management And General | $36,792 | ManagementAndGeneralAmt |
| Fundraising | $28,272 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,485 | TotalAmt |
| Program Services | $591 | ProgramServicesAmt |
| Management And General | $1,071 | ManagementAndGeneralAmt |
| Fundraising | $823 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,416 | TotalAmt |
| Program Services | $11,897 | ProgramServicesAmt |
| Management And General | $21,955 | ManagementAndGeneralAmt |
| Fundraising | $16,564 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,932 | TotalAmt |
| Management And General | $706,932 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,592 | TotalAmt |
| Program Services | $65,477 | ProgramServicesAmt |
| Management And General | $1,761 | ManagementAndGeneralAmt |
| Fundraising | $13,354 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,118 | TotalAmt |
| Program Services | $56,635 | ProgramServicesAmt |
| Management And General | $41,182 | ManagementAndGeneralAmt |
| Fundraising | $150,301 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,896 | TotalAmt |
| Program Services | $14,974 | ProgramServicesAmt |
| Management And General | $12,888 | ManagementAndGeneralAmt |
| Fundraising | $38,034 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,810 | TotalAmt |
| Program Services | $35,224 | ProgramServicesAmt |
| Management And General | $22,752 | ManagementAndGeneralAmt |
| Fundraising | $32,834 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,657 | TotalAmt |
| Program Services | $281,993 | ProgramServicesAmt |
| Management And General | $8,278 | ManagementAndGeneralAmt |
| Fundraising | $6,386 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,447 | TotalAmt |
| Program Services | $2,732 | ProgramServicesAmt |
| Management And General | $35 | ManagementAndGeneralAmt |
| Fundraising | $3,680 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,968 | TotalAmt |
| Program Services | $10,560 | ProgramServicesAmt |
| Management And General | $117 | ManagementAndGeneralAmt |
| Fundraising | $15,291 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,411 | TotalAmt |
| Management And General | $6,411 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,797 | TotalAmt |
| Program Services | $7,563 | ProgramServicesAmt |
| Management And General | $13,704 | ManagementAndGeneralAmt |
| Fundraising | $10,530 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Building Allocation | $0 | -$188,573 | $171,545 | $17,028 |
| Special Events to pg. 9 | -$78,775 | -$78,775 | ||
| Donor Services | $64,079 | $54,273 | $9,806 | |
| Misc. Expenses | $30,556 | $2,225 | $12,711 | $15,620 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,856 | TotalAmt |
| Program Services | $5,913 | ProgramServicesAmt |
| Management And General | $10,713 | ManagementAndGeneralAmt |
| Fundraising | $8,230 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,571,936 | TotalAmt |
| Program Services | $8,140,954 | ProgramServicesAmt |
| Management And General | $1,676,253 | ManagementAndGeneralAmt |
| Fundraising | $754,729 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,965,648 | BOYAmt |
| EOY | $5,232,631 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,983 | BOYAmt |
| EOY | $16,456 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,256 | BOYAmt |
| EOY | $234,714 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,126,873 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,179,481 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,071,098 | BOYAmt |
| EOY | $7,947,392 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,520,436 | BOYAmt |
| EOY | $128,151,827 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,245,780 | BOYAmt |
| EOY | $1,145,890 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,014,201 | BOYAmt |
| EOY | $142,730,110 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,803 | BOYAmt |
| EOY | $368,485 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,375,689 | BOYAmt |
| EOY | $5,489,284 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,900,000 | BOYAmt |
| EOY | $6,900,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,019,322 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,177,492 | BOYAmt |
| EOY | $13,777,091 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,230,263 | BOYAmt |
| EOY | $52,079,215 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,178,814 | BOYAmt |
| EOY | $1,895,764 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,427,632 | BOYAmt |
| EOY | $74,978,040 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,836,709 | BOYAmt |
| EOY | $128,953,019 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,014,201 | BOYAmt |
| EOY | $142,730,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,424,927 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,458,763 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,000,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,887,680 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,527,234 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,515,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,205,746 | CurrentTaxYearAmt |
| Total | $28,136,634 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,000,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,887,680 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,527,234 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,515,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,205,746 | CurrentTaxYearAmt |
| Total | $28,136,634 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,629,172 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,507,462 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,609,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,628,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,593,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,588,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,690,053 | CurrentTaxYearAmt |
| Total | $9,110,350 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$8,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$33,341 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$111,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$24,292 | CurrentTaxYearAmt |
| Total | -$100,759 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$511,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,614 | CurrentTaxYearAmt |
| Total | -$306,732 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,839,493 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $812,467 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Contri | $7,833,024 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,215,294 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $5,132,884 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,267,976 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $52,502,092 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $91,096,114 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,908,501 | BeginningYearBalanceAmt |
| Contributions | $2,224,625 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,688,261 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,812,641 | OtherExpendituresAmt |
| Administrative Expenses | $1,663,741 | AdministrativeExpensesAmt |
| End Year Balance | $107,968,483 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $120,606,366 | BeginningYearBalanceAmt |
| Contributions | $655,337 | ContributionsAmt |
| Investment Earnings Or Losses | -$548,450 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,424,026 | GrantsOrScholarshipsAmt |
| Other Expenditures | $620,776 | OtherExpendituresAmt |
| Administrative Expenses | $759,950 | AdministrativeExpensesAmt |
| End Year Balance | $114,908,501 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,837,443 | BeginningYearBalanceAmt |
| Contributions | $1,983,663 | ContributionsAmt |
| Investment Earnings Or Losses | $17,499,008 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,972,987 | GrantsOrScholarshipsAmt |
| Other Expenditures | $336,616 | OtherExpendituresAmt |
| Administrative Expenses | $1,404,145 | AdministrativeExpensesAmt |
| End Year Balance | $120,606,366 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,152,079 | BeginningYearBalanceAmt |
| Contributions | $5,212,058 | ContributionsAmt |
| Investment Earnings Or Losses | $9,252,644 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,206,352 | GrantsOrScholarshipsAmt |
| Other Expenditures | $230,822 | OtherExpendituresAmt |
| Administrative Expenses | $1,342,164 | AdministrativeExpensesAmt |
| End Year Balance | $105,837,443 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,222,609 | BeginningYearBalanceAmt |
| Contributions | $1,936,059 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,307,435 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,721,999 | GrantsOrScholarshipsAmt |
| Other Expenditures | $230,591 | OtherExpendituresAmt |
| Administrative Expenses | $1,746,564 | AdministrativeExpensesAmt |
| End Year Balance | $96,152,079 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69450 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,398,980 | OtherCostOrOtherBasisAmt |
| Book Value | $3,398,980 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,725,017 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $3,204,402 | DepreciationAmt |
| Book Value | $4,520,615 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $208,824 | OtherCostOrOtherBasisAmt |
| Depreciation | $182,704 | DepreciationAmt |
| Book Value | $26,120 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $794,052 | OtherCostOrOtherBasisAmt |
| Depreciation | $792,375 | DepreciationAmt |
| Book Value | $1,677 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,947,392 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuity Obligations | Desc |
| Amt | $1,019,322 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,019,322 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,976,680 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,458,762 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $102,856 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $709,456 | OtherRevenueAmt |
| Revenue Not Reported | -$2,646,450 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,623,130 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,523,879 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,523,879 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,147,009 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,703,574 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $102,856 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,111,085 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,213,941 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,489,633 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,082,303 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,082,303 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,571,936 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Internal Revenue Service (the "IRS") has determined the Foundation is an organization exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the Foundation's tax-exempt purpose may be subject to taxation as unrelated business income. Due to the carryover of prior year net operating losses, there is no provision for income taxes made in the accompanying financial statements. The Foundation files two federal information returns with the IRS, one for the Pew Fund and one for the Foundation. |
| Part XI, Line 2d - Other Adjustments: | Rental Expenses 630,681. Special Event Expenses 78,775. |
| Part XI, Line 4b - Other Adjustments: | Investment Management Fee-Interest Income 706,932. Change in variance powers 99,498. Revenue-M&R Pew Public Education Fund 441,577. Rent reallocation 275,872. |
| Part XII, Line 2d - Other Adjustments: | Expenses-M&R Pew Public Education Fund 1,401,629. Rental Expenses 630,681. Special Event Expenses 78,775. |
| Part XII, Line 4b - Other Adjustments: | Investment Management Fee-Interest Income 706,932. Change in variance powers 99,498. Rent Reallocation 275,873. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dinner and Dance | Event1Nm |
| Gross Receipts Event1 | $386,484 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $318,984 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,500 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $186,631 | OtherDirectExpensesEvent1Amt |
| Event2 | Founders Lunch | Event2Nm |
| Gross Receipts Event2 | $60,575 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $20,075 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,500 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $47,244 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $36,015 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $17,815 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $18,200 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $31,531 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $483,074 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $356,874 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $126,200 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $265,406 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $265,406 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$139,206 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (102 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Adopt-A-Family | |||||||
| 1712 Second Ave North | Lake Worth | FL | 33460 | 592471253 | 501(C)(3) | $18,905 | General Support |
| Advisors for Philanthropic Impact | |||||||
| 6671 W Indiantown Rd | Jupiter | FL | 33458 | 463206074 | 501(C)(3) | $5,000 | General Support |
| Alpha Educational Foundation | |||||||
| 712 US Highway 1 | North Palm Beach | FL | 33408 | 650751871 | 501(C)(3) | $5,000 | General Support |
| Arthur F Marshall Foundation | |||||||
| 1028 N Federal Hwy | Lake Worth | FL | 33462 | 650819331 | 501(C)(3) | $16,485 | General Support |
| Chabad Lubavitch of West Palm Beach | |||||||
| 2112 North Jog Rd Suite 101 | West Palm Beach | FL | 33411 | 208128398 | 501(C)(3) | $20,000 | General Support |
| American Friends of Beit | |||||||
| 767 Third Ave 3rd Fl | New York | NY | 10017 | 133434781 | 501(C)(3) | $21,000 | General Support |
| Belle Glade Elementary School | |||||||
| 500 N Ave L | Belle Glade | FL | 33430 | 592420369 | 501(C)(3) | $9,900 | General Support |
| Boca Jewish Center | |||||||
| 21065 Powerline Rd | Boca Raton | FL | 33433 | 274850965 | 501(C)(3) | $5,000 | General Support |
| Boca Raton Regional Hospital | |||||||
| 745 Meadows Rd | Boca Raton | FL | 33486 | 591006663 | 170(C)(1) | $113,759 | General Support |
| Boys and Girls Harbor Inc | |||||||
| One East 104th St 544 | New York | NY | 10029 | 136015256 | 501(C)(3) | $5,000 | General Support |
| Florida Atlantic University | |||||||
| 777 Glades Rd 383 | Boca Raton | FL | 33431 | 590917284 | 501(C)(3) | $35,000 | General Support |
| Bridgeport Hospital School of Nursing | |||||||
| 200 Mill Hill Ave | Bridgeport | CT | 06610 | 060646554 | 170(C)(1) | $5,000 | General Support |
| CO TaylorKirklane Elementary School | |||||||
| 4200 Purdy Lane | Palm Springs | FL | 33461 | 461443242 | 501(C)(3) | $35,000 | General Support |
| Canterbury School | |||||||
| 101 Aspetuck Ave | New Millford | CT | 06776 | 060646566 | 501(C)(3) | $10,000 | General Support |
| Palm Beach County Food Bank | |||||||
| 525 Gator Drive | Lantana | FL | 33462 | 900788707 | 501(C)(3) | $5,000 | General Support |
| Nat Fd for Facial Reconstruction | |||||||
| 333 E 30th St | New York | NY | 10016 | 136013760 | 501(C)(3) | $7,000 | General Support |
| Place of Hope | |||||||
| 9078 Isaiah Lane | Palm Beach Gardens | FL | 33418 | 650841384 | 501(C)(3) | $49,000 | General Support |
| Strang Cancer Prevention Institute | |||||||
| 575 Madison Ave 5th Fl | New York | NY | 10022 | 270969454 | 501(C)(3) | $241,230 | General Support |
| Canvas Art Charirties | |||||||
| 501 Fern Street 103 | West Palm Beach | FL | 33401 | 474306435 | 501(C)(3) | $60,000 | General Support |
| Cardinal Newman HS | |||||||
| 512 Spencer Drive | West Palm Beach | FL | 33409 | 590938455 | 501(C)(3) | $13,000 | General Support |
| Carson J Spencer Foundation | |||||||
| 1385 S Colorado Blvd A316 | Denver | CO | 80222 | 202545226 | 501(C)(3) | $50,000 | General Support |
| University of Miami-University Advancement | |||||||
| PO Box 248073 | Coral Gables | FL | 33124 | 590624458 | 501(C)(3) | $7,900 | General Support |
| Center for Creative Education | |||||||
| 425 24th St | West Palm Beach | FL | 33407 | 650594599 | 501(C)(3) | $23,000 | General Support |
| Team RBK Inc | |||||||
| 498 Mariner Dr | Jupiter | FL | 33477 | 273184764 | 501(C)(3) | $15,000 | General Support |
| Children's Services Council | |||||||
| 2030 SE Ocean Blvd | Stuart | FL | 34994 | 273184764 | 501(C)(3) | $20,000 | General Support |
| City of West Palm Beach | |||||||
| 401 Clematis Street | West Palm Beach | FL | 33401 | 566000448 | 501(C)(3) | $150,000 | General Support |
| Clinics Can Help | |||||||
| PO Box 931517 | Cleveland | OH | 44193 | 340714585 | 501(C)(3) | $5,110 | General Support |
| Dominican Fathers Province | |||||||
| 141 East 65th St | New York | NY | 10021 | 042273779 | 501(C)(3) | $10,000 | General Support |
| Boynton Beach Community HS | |||||||
| 4975 Park Ridge Blvd | Boynton Beach | FL | 33426 | 596000783 | 170(C)(1) | $255,340 | General Support |
| Downtown Development Authority | |||||||
| 301 Clamatis St 200 | West Palm Beach | FL | 33410 | 858012503 | 501(C)(3) | $133,709 | General Support |
| Eagles Wings Foundation | |||||||
| 375 Possum Pass | West Palm Beach | FL | 33413 | 651089571 | 501(C)(3) | $5,000 | General Support |
| CROS Ministries | |||||||
| 301 First Ave S | Lake Worth | FL | 33460 | 591802917 | 501(C)(3) | $5,000 | General Support |
| American Red Cross | |||||||
| 1250 North Point Parkway | West Palm Beach | FL | 33407 | 530196605 | 501(C)(3) | $7,500 | General Support |
| Operation Hope | |||||||
| PO Box 10443 | Riviera Beach | FL | 33419 | 650171969 | 501(C)(3) | $8,500 | General Support |
| Education Foundation | |||||||
| 3300 Forest Hill Blvd C141 | West Palm Beach | FL | 33406 | 592420369 | 501(C)(3) | $80,000 | General Support |
| Fidelity Charitable Gift Fund | |||||||
| PO Box 77001 | Cincinnati | OH | 45277 | 110303001 | 501(C)(3) | $10,000 | General Support |
| First Congregational Church | |||||||
| 23 Pepperrel Rd | Kittery Point | ME | 03905 | 010211499 | 501(C)(3) | $8,500 | General Support |
| Florida A&M University | |||||||
| 101 Foote Hilyer | Tallassee | FL | 32307 | 521449368 | 501(C)(3) | $5,000 | General Support |
| Child Evangelism Fellowship | |||||||
| 641 Acorn Place | Cuyahoga Falls | OH | 44221 | 237212013 | 501(C)(3) | $20,000 | General Support |
| Florida Arts and Dance | |||||||
| 938 SE Central Pwy | Stuart | FL | 34994 | 650604547 | 501(C)(3) | $10,000 | General Support |
| Genesia Community Health | |||||||
| 2623 South Seacrest Blvd | Boynton Beach | FL | 33435 | 800374741 | 501(C)(3) | $20,000 | General Support |
| Georgia State Golf Assoc | |||||||
| 1425 Ellsworth Ind Dr | Atlanta | GA | 30318 | 581145042 | 501(C)(3) | $5,000 | General Support |
| Horses Healing Heart | |||||||
| 10359 Oak Meadow Lane | Wellington | FL | 33449 | 271386140 | 501(C)(3) | $10,000 | General Support |
| Jesus and You Outreach Ministries | |||||||
| 2831 Ave S | Riviera Beach | FL | 33404 | 650452075 | 501(C)(3) | $6,000 | General Support |
| Alzheimer's Community Care | |||||||
| 800 Northpoint Pky 101B | West Palm Beach | FL | 33407 | 311481653 | 501(C)(3) | $110,000 | General Support |
| Lantana Elementary School | |||||||
| 710 W Ocean Ave | Lantana | FL | 33462 | 501(C)(3) | $60,000 | General Support | |
| Lost Tree Village | |||||||
| 8 Church Street | North Palm Beach | FL | 33408 | 592104920 | 501(C)(3) | $5,000 | General Support |
| Mariner Sands Chapel | |||||||
| 6500 SE Congressional Way | Stuart | FL | 34997 | 592349297 | 501(C)(3) | $5,650 | General Support |
| Pace Center for Girls Palm Beach County | |||||||
| 1225 South Military Tr D | West Palm Beach | FL | 33415 | 592414492 | 501(C)(3) | $5,000 | General Support |
| Palm Beach Area Tennis Patrons Inc | |||||||
| 10152 Lexington Cir N | Boynton Beach | FL | 33436 | 650400164 | 501(C)(3) | $5,000 | General Support |
| Max Planck Florida | |||||||
| One Max Planck Way | Jupiter | FL | 33458 | 262117502 | 501(C)(3) | $8,860 | General Support |
| Cradles to Crayons | |||||||
| 155 North Beacon St | Brighton | MA | 02135 | 043584367 | 501(C)(3) | $5,000 | General Support |
| National Parkinson Foundation | |||||||
| 21301 Powerline Rd | Boca Raton | FL | 33430 | 300033499 | 501(C)(3) | $5,500 | General Support |
| Nature Conservancy | |||||||
| 574 South Beach Rd | Hobe Sound | FL | 33455 | 530242652 | 501(C)(3) | $20,000 | General Support |
| David Posnack Jewish Community Center | |||||||
| 5850 S Pine Island Rd | Davie | FL | 33328 | 592075982 | 501(C)(3) | $85,000 | General Support |
| Delray Tennis Outreach | |||||||
| 825 Egret Cir Suite A-404 | Delray Beach | FL | 33444 | 461037515 | 501(C)(3) | $15,000 | General Support |
| New Mount Carmel Foundation | |||||||
| PO Box 2507 | Cody | WY | 82414 | 263332215 | 501(C)(3) | $5,000 | General Support |
| Norton Museum of Art | |||||||
| 1451 S Olive Ave | West Palm Beach | FL | 33401 | 590624492 | 501(C)(3) | $25,000 | General Support |
| Palm Beach Post Season to Share | |||||||
| 2751 South Dixie Hwy | West Palm Beach | FL | 33416 | 650623649 | 501(C)(3) | $5,000 | General Support |
| Pierre's Birthday Fund | |||||||
| 5637 Masonic Ave | Oakland | CA | 94618 | 475583816 | 501(C)(3) | $5,000 | General Support |
| Pine Jog Environmental Education | |||||||
| 6301 Summit Blvs | West Palm Beach | FL | 33415 | 590917284 | 501(C)(3) | $21,000 | General Support |
| Port Salerno Elementary School | |||||||
| 3260 SE Lionel Terrace | Stuart | FL | 34997 | 596000742 | 501(C)(3) | $10,000 | General Support |
| Renesseler Polytechnic Inst | |||||||
| 110 Eigth Street | Troy | NY | 12180 | 141340095 | 501(C)(3) | $5,000 | General Support |
| Rolling Green Elementary | |||||||
| 550 Miner Rd | Boynton Beach | FL | 33435 | 501(C)(3) | $34,450 | General Support | |
| Sophia Institute Press | |||||||
| PO Box 5284 | Manchester | NH | 03108 | 222548708 | 501(C)(3) | $10,000 | General Support |
| South Palm Beach County Foundation | |||||||
| 2255 Glades Rd | Boca Raton | FL | 33431 | 611751209 | 501(C)(3) | $27,645 | General Support |
| St Edward's Catholic Church | |||||||
| 144 N County Rd | Palm Beach | FL | 33480 | 593438903 | 501(C)(3) | $5,000 | General Support |
| St Patrick's Episcopal Church | |||||||
| 418 N Sapodilla Ave | West Palm Beach | FL | 33401 | 591276272 | 501(C)(3) | $19,000 | General Support |
| Haiti Empowerment Mission | |||||||
| 1691 Michigan Ave 435 | Miami Beach | FL | 33139 | 453782061 | 501(C)(3) | $10,000 | General Support |
| Stop Children's Cancer | |||||||
| 40 W Chesapeake Ave | Baltimore | MD | 21204 | 521214782 | 501(C)(3) | $5,000 | General Support |
| Suicide Awareness Voices of Education | |||||||
| 8120 Penn Ave S | Bloomington | MN | 55431 | 411702239 | 501(C)(3) | $40,000 | General Support |
| T Leroy Jefferson Medical Society | |||||||
| 3300 S Dixie Hwy | West Palm Beach | FL | 33405 | 331007795 | 501(C)(3) | $5,000 | General Support |
| The Order of St John | |||||||
| 1850 M Street NW Ste 1070 | Washington | DC | 20036 | 136161455 | 501(C)(3) | $19,300 | General Support |
| The Society of the Four Arts | |||||||
| 2 Four Arts Plaza | Palm Beach | FL | 33480 | 590454318 | 501(C)(3) | $25,000 | General Support |
| University of Connecticut | |||||||
| 233 Glenbrook Rd | Storrs | CT | 06269 | 066085975 | 501(C)(3) | $5,000 | General Support |
| Law Enforcement Assistance Foundation | |||||||
| PO Box 17725 | West Palm Beach | FL | 33416 | 650036801 | 501(C)(3) | $7,500 | General Support |
| Palm Beach State College Fd | |||||||
| 4200 Congress Ave | Lake Worth | FL | 33461 | 591818556 | 501(C)(3) | $55,200 | General Support |
| Meals on Wheels of the Palm Beaches | |||||||
| PO Box 247 | West Palm Beach | FL | 33402 | 272891297 | 501(C)(3) | $6,000 | General Support |
| York College | |||||||
| 94-20 Guy R Brewer Blvd | Jamaca | NY | 11451 | 112982841 | 501(C)(3) | $5,000 | General Support |
| Palm Beach Atlantic University | |||||||
| PO Box 24708 | West Palm Beach | FL | 33416 | 591092732 | 501(C)(3) | $8,326 | General Support |
| Palm Beach County Golf Association | |||||||
| PO Box 32123 | Palm Beach Gardens | FL | 33420 | 592151354 | 501(C)(3) | $5,000 | General Support |
| Preservation Foundation of Palm Beach | |||||||
| 311 Peruvian Way | Palm Beach | FL | 33480 | 591989832 | 501(C)(3) | $5,000 | General Support |
| St Vincent de Paul Regional Seminary | |||||||
| 10701 South Military Trail | Boynton Beach | FL | 33436 | 592438903 | 501(C)(3) | $5,000 | General Support |
| The Dominican Foundation | |||||||
| 141 East 65th St | New York | NY | 10065 | 263273636 | 501(C)(3) | $11,000 | General Support |
| The Gathering Palm Beach County | |||||||
| 717 Prosperity Farms Road | North Palm Beach | FL | 33408 | 592810392 | 501(C)(3) | $7,500 | General Support |
| United Way of Martin County | |||||||
| PO Box 362 | Stuart | FL | 34995 | 237273540 | 501(C)(3) | $21,800 | General Support |
| United Way of Palm Beach County | |||||||
| 2600 Quantum Blvd | Boynton Beach | FL | 33426 | 590683258 | 501(C)(3) | $315,548 | General Support |
| Urban Youth Impact Inc | |||||||
| 2823 North Australian Ave | West Palm Beach | FL | 33407 | 911901103 | 501(C)(3) | $95,000 | General Support |
| Palm Beach Symphony Society | |||||||
| 44 Cocoanut Row M-207-B | Cocoanut Row | FL | 33480 | 591542539 | 501(C)(3) | $5,000 | General Support |
| The Sierra Club Foundation | |||||||
| 85 Second Street 750 | San Francisco | CA | 94105 | 946069890 | 501(C)(3) | $7,500 | General Support |
| Akron Shalom Ministries | |||||||
| 3575 Darrow Road | Stow | OH | 44223 | 311509558 | 501(C)(3) | $7,200 | General Support |
| Atlantic Christian Academy | |||||||
| 4900 Summit Blvd | West Palm Beach | FL | 33415 | 463055806 | 501(C)(3) | $10,000 | General Support |
| Boys and Girls Club of Palm Beach County | |||||||
| 800 Northpoint Pky 204 | West Palm Beach | FL | 33407 | 237060561 | 501(C)(3) | $20,000 | General Support |
| Chosen People Ministries | |||||||
| 241 E 51st St | New York | NY | 10022 | 131659171 | 501(C)(3) | $5,000 | General Support |
| Cleveland Clinic Foundation | |||||||
| PO Box 931517 | Cleveland | OH | 44193 | 340714585 | 501(C)(3) | $20,000 | General Support |
| Florida Fishing Academy | |||||||
| 7067 Peninsula Court | Lake Worth | FL | 33467 | 161775538 | 501(C)(3) | $82,000 | General Support |
| Friends of the Gale Academy of Env Sci | |||||||
| 3200 Summit Blvd | West Palm Beach | FL | 33416 | 650788164 | 501(C)(3) | $12,543 | General Support |
| Gospel Crusade Inc | |||||||
| 1200 Glory Way Blvd | Bradenton | FL | 34212 | 590815021 | 501(C)(3) | $70,000 | General Support |
| Grandma's Place | |||||||
| 184 Sparrow Drive | Royal Palm Beach | FL | 33411 | 650821321 | 501(C)(3) | $18,000 | General Support |
| Horizons Intl | |||||||
| PO Box 18478 | Boulder | CO | 80308 | 841141776 | 501(C)(3) | $10,000 | General Support |
| Hourglass Group Ltd | |||||||
| 39-21 48th St 1 | Sunnyside | NY | 11104 | 134026952 | 501(C)(3) | $20,000 | General Support |
| The Kingsland Foundation | |||||||
| 441 SW 88th Ave | Miami | FL | 33165 | 650299587 | 501(C)(3) | $30,000 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 102 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 123 | RecipientCnt |
| Cash Grant | $1,047,200 | CashGrantAmt |
| Valuation Method Used | Fair Market Value | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Proposals are received and reviewed by Vice President for Community Investment. Proposals are approved by the Board of Directors. Community Investment staff visits and meets with grantees. Grantee's reports request are evaluated. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bradley Hurlburt | PersonNm |
| Title | President and CEO | TitleTxt |
| Base Compensation Filing Org | $187,191 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $187,191 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Palm Beach County Revenue Bond | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 237181875 | BondIssuerEIN |
| Bond Issued | 2004-03-01 | BondIssuedDt |
| Issue Price | $6,900,000 | IssuePriceAmt |
| Purpose | Finance development | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $6,900,000 | TotalProceedsAmt |
| Capital Expenditures | $6,900,000 | CapitalExpendituresAmt |
| Substantial Completion | 2034 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,534,420 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Public Exchange | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART 1 LINE 1 | SUMMARY OF EXEMPT PURPOSE: The Community Foundation for Palm Beach and Martin Counties is an organization led by a board of local leaders that carefully stewards an endowment to meet changing community needs and manages 300 charitable funds for like-minded individuals, families, businesses and nonprofits who are connected by their passion for making a difference. As one of Florida's largest community foundations, the Community Foundation has awarded $129 million in grants and scholarships over its 44-year history. We believe philanthropy is essential to building healthy communities. HELPING OUR DONORS MAKE AN IMPACT For donors, the Community Foundation offers philanthropic guidance, leadership and stewardship that is rooted in a deep knowledge of our community. We help our donors fulfill their philanthropic vision and honor their passions -- whether it's responding to an urgent need, supporting a particular cause or organization, creating a family legacy or partnering in a Community Foundation initiative. Together, we address challenges, seek solutions and provide support to create vibrant communities where individuals and families flourish. Through the generosity of our donors, we award millions in grants and scholarships each year that continue to build and strengthen the communities we live in and love. STRENGTHENING OUR COMMUNITIES For the community, the Community Foundation serves as a grant maker and a civic leader. We award grants to local organizataions to help meet community needs, fulfill our donors' philanthropic wishes and strengthen the nonprofit sector. Using local knowledge, networks, influence and creativity, the Community Foundation brings people together to improve the community's quality of life now and in the future. We challenge our nonprofit partners to create innovative proposals, engage in dialogue to discover new opportunities and provide ideas for collective solutions. PROVIDING COMMUNITY LEADERSHIP We are involved in Palm Beach and Martin counties by encouraging conversations, asking questions and bringing community partners together to address critical issues affecting our children, families and neighborhoods. We forge productive partnerships to develop sustainable solutions to tackle the many challenges facing our communities, and are willing to take risks and make long-term investments for positive change. Through the support of our donors and fundholders, the Community Foundation has been able to address some of the community's most pressing needs, including hunger, housing and education. |
| Form 990, Part VI, Section B, line 11 | The Form 990 and 990-T is presented to and reviewed by the audit committee, then sent to the board electronically for review prior to approval at May meeting. |
| Form 990, Part VI, Section B, line 12c | A conflict of interest statement is completed and submitted annually by the officers, directors and key employees for review by the CFO for potential conflicts of interest. The form must be completed and submitted prior to the beginning of the fiscal year. |
| Form 990, Part VI, Section B, line 15 | CEO and officer's salaries are determined from research of other local area nonprofit compensation records and also from published salary survey data for human resource management purposes. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available upon request. |
| Part XII Line 2B | The audit report is reviewed at the annual audit report review meeting as presented by the independent auditor. The process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary & Robert Pew Public Education Fund | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Heritage Drive Ste 206 | AddressLine1Txt |
| City | Jupiter | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586365702 | EIN |
| Primary Activities | Type 1 Supporting Organization of the Community Foundation of P.B. & Mtn Cty | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 11a, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary & Robert Pew Public Education Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $35,588 | InvolvedAmt |
| Method Of Amount Determination | Net Man. Fees | MethodOfAmountDeterminationTxt |