BALDA FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BALDA FAMILY FOUNDATION INC (EIN 26-1548705)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201741319349102664
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T16:52:24-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591152714 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERMAN HOPKINS WRIGHT LAHAM CPAS & ASSOC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8035 SPYGLASS HILL RD | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261548705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALDA FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALD | BusinessNameControlTxt |
| Phone | 3216842561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 372373 | AddressLine1Txt |
| City | SATELLITE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH BALDA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3212597414 | PhoneNum |
| Signature | 2017-04-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES S LAHAM | PreparerPersonNm |
| PTIN | P00175936 | PTIN |
| Phone | 3217572020 | PhoneNum |
| Preparation | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | E64892ED25B3FBCC0DC3FDFC1B03EAC196FF9620 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FE5B3BA8B4D81C388C806D60DB42B709094C8892 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,561,503 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $85 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $85 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $47,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,525 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $47,525 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $421,462 | GrossSalesPriceAmt |
| Total Rev And Expnss | $32,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,610 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $47,610 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $3,880 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,673 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,403 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10,403 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,193 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,561 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $77,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,403 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,403 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,403 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,403 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$157,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,207 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,207 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,099 | CashBOYAmt |
| Cash EOY | $41,418 | CashEOYAmt |
| Cash EOYFMV | $41,418 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $93,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,314 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,992,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,779,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,364,771 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,977 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $2,133,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,976,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,561,503 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,133,586 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,976,413 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,133,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,976,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,133,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,976,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,133,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$157,173 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,976,413 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,976,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHEVRON | P | 2015-02-11 | 2016-05-11 | $13,897 | $14,993 | -$1,096 | -$1,096 |
| BARON PARTNERS FUND | P | 2015-01-01 | 2016-05-11 | $69,897 | $73,000 | -$3,103 | -$3,103 |
| HIGHLAND FLOATING RATE OPP CLASS | P | 2015-01-01 | 2016-05-11 | $93,202 | $109,949 | -$16,747 | -$16,747 |
| T ROWE PRICE INSTL LARGE CAP | P | 2015-01-01 | 2016-09-12 | $99,695 | $98,000 | $1,695 | $1,695 |
| OPPENHEIMER GLOBAL VALUE FUND | P | 2015-01-01 | 2016-05-11 | $55,146 | $61,000 | -$5,854 | -$5,854 |
| PUTNAM CAPITAL SPECTRUM FUND | P | 2015-01-01 | 2016-05-11 | $62,084 | $73,000 | -$10,916 | -$10,916 |
| HCP INC | P | 2015-02-11 | 2016-09-12 | $13,427 | $14,457 | -$1,030 | -$1,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,937 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,731,840 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036056 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,919,234 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044289 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,791 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,440,025 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051937 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,218 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,234,618 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054444 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,216 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,371,236 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048289 | DistributionYr5Rt |
| Total Distribution | 0.235015 | TotalDistributionRt |
| Average Distribution | 0.047003 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,418,621 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,682 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $372 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $114,054 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $112,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $744 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $744 | SubtotalAmt |
| Tax Based On Investment Income | $744 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $766 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://BALDAFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | SARAH BALDA | IndividualWithBooksNm |
| Phone | 3216842561 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 372373 | AddressLine1Txt |
| City | SATELLITE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARAH BALDA | ||||||||
| 782 SHELL ST | SATELLITE BEACH | FL | 32937 | CEO | 20.00 | $50,000 | $0 | $0 |
| DANIEL A BALDA | ||||||||
| 250 LANSING ISLAND DR | INDIAN HARBOUR BEACH | FL | 32937 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| ANTHONY J BALDA | ||||||||
| 782 SHELL ST | SATELLITE BEACH | FL | 32937 | TREASURER | 1.00 | $0 | $0 | $0 |
| RICHARD E BALDA | ||||||||
| 312 LANSING ISLAND DR | SATELLITE BEACH | FL | 32937 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHARINE M BALDA | ||||||||
| 3347 PENINSULA CIR | MELBOURNE | FL | 32940 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JERRY DAVIS | ||||||||
| 3647 FORT NELSON LANE | MELBOURNE | FL | 32934 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HUGH HORMILE | ||||||||
| 1316 S RIVERSIDE DRIVE | INDIALANTIC | FL | 32903 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,415,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,455,453 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,455,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,418,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $744 | TotalTaxAmt |
| Distributable Before Adj | $120,187 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $120,187 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $120,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $112,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $112,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,709 | UndistributedIncomePYAmt |
| Qualifying Distributions | $112,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,709 | AppliedToYear1Amt |
| Applied To Current Year | $10,291 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $109,896 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARAH BALDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 372373 | AddressLine1Txt |
| City | SATELLITE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3216842561 | RecipientPhoneNum |
| Recipient Email Address | APPLICATIONS@BALDAFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLINE APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEB 15 - APRIL 15 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | INDIVIDUAL SCHOLARSHIPS: RESIDENT OF BREVARD COUNTY, FL 2.75 GPA OR HIGHER FINANCIAL NEED ACCEPTED OR ATTENDING A COMMUNITY COLLEGE OR 4 YEAR UNIVERSITY EDUCATIONAL INSTITUTION GRANTS: 501(C)(3) ORGANIZATION PROVIDES EDUCATIONAL SERVICES TO BREVARD COUNTY, FL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BOSTON UNIVERSITY | |||||
| BOSTON UNIVERSITY | BOSTON | MA | 02215 | SCHOLARSHIP | $3,000 |
| BREVARD SCHOOLS FOUNDATION | |||||
| 2700 JUDGE FRAN JAMIESON | VIERA | FL | 32940 | EDUCATION ASSISTANCE | $16,000 |
| FLORIDA INSTITUTE OF TECHNOLOGY | |||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 32901 | SCHOLARSHIP | $3,000 |
| FLORIDA INSTITUTE OF TECHNOLOGY | |||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 32901 | SCHOLARSHIP | $2,000 |
| FLORIDA INSTITUTE OF TECHNOLOGY | |||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 32901 | SCHOLARSHIP | $8,000 |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | SCHOLARSHIP | $3,000 |
| FLORIDA STATE UNIVERSITY | |||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | SCHOLARSHIP | $3,000 |
| FLORIDA STATE UNIVERSITY | |||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | SCHOLARSHIP | $3,000 |
| IMPOWER | |||||
| 3157 N ALAFAYA TRAIL | ORLANDO | FL | 32826 | EDUCATIONAL ASSISTANCE | $5,000 |
| JUNIOR ACHIEVEMENT SPACE COAST | |||||
| 2287 W EAU GALLIE BLVD | MELBOURNE | FL | 32935 | SCHOLORSHIP | $2,500 |
| LINDENWOOD | |||||
| 209 SOUTH KINGSHIGHWAY ST | ST CHARLES | MO | 63301 | SCHOLARSHIP | $3,000 |
| LINKS OF HOPE | |||||
| 1535 N COGSWELL ST | ROCKLEDGE | FL | 32955 | EDUCATIONAL ASSISTANCE | $2,000 |
| SOUTHEASTERN UNIVERSITY | |||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | SCHOLARSHIP | $2,500 |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | |||||
| 2500 N RIVER ROAD | MANCHESTER | NH | 03106 | SCHOLARSHIP | $1,500 |
| TALLAHASSEE COLLEGE | |||||
| 444 APPLEYARD DRIVE | TALLAHASSEE | FL | 32304 | SCHOLARSHIP | $1,000 |
| TREVECCA NAZARENE | |||||
| 333 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $4,500 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $2,500 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $2,500 |
| UNIVERSITY OF SOUTH FLORIDA | |||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 33620 | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF NORTH FLORIDA | |||||
| 1 UNF DRIVE | JACKSONVILLE | FL | 32224 | SCHOLARSHIP | $2,500 |
| BREVARD COUNTY SHERIFFS OFFICE | |||||
| 700 S PARK AVE | TITUSVILLE | FL | 32780 | SCHOLARSHIP | $8,000 |
| FLORIDA INSTITUTE OF TECHNOLOGY | |||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 32901 | SCHOLARSHIP | $2,500 |
| SOUTHEASTERN UNIVERSITY | |||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | SCHOLARSHIP | $2,000 |
| SAVANNAH STATE UNIVERSITY | |||||
| 3219 COLLEGE ST | SAVANNAH | GA | 31404 | SCHOLARSHIP | $2,000 |
| YALE UNIVERSITY | |||||
| 246 CHURCH ST | NEW HAVEN | CT | 06520 | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $1,000 |
| FLORIDA GULF COAST UNIVERSITY | |||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $1,000 |
| EMORY UNIVERSITY | |||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | SCHOLARSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,525 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,937 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,673 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,673 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,673 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SUNTRUST 9984 (5031 SHRS UT) | $130,912 | $721,596 |
| SUNTRUST 0102 | $1,648,769 | $1,643,175 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SUNTRUST 0102 - OTHER HOLDINGS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSE | $1,129 |
| MEALS AND ENTERTAINMENT | $2,121 |
| TRAVEL | $616 |
| REGISTRATION FEES | $895 |
| POSTAGE | $38 |
| OTHER EXPENSES | $762 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADP PAYROLL SERVICES | $1,036 | ||
| MEMBERSHIP FEES | $1,100 | ||
| INVESTMENT EXPENSE ACCT 0102 | $10,403 | $10,403 | $10,403 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & LICENSES | CategoryTxt |
| Amt | $2,193 | Amt |