BALDA FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BALDA FAMILY FOUNDATION INC (EIN 26-1548705)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-28
- IRS object ID
- 201620889349100512
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-28T16:52:04-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2006-03-31 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES S LAHAM | PreparerPersonNm |
| PTIN | P00175936 | PTIN |
| Phone | 3217572020 | PhoneNum |
| Preparation | 2016-03-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,671,937 | 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 | $542,232 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $59 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $49,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,919 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $49,919 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,015 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $162 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $162 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $646,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,155 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,140 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,833 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $3,855 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $25 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,282 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,786 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,716 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10,716 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,537 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,202 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $87,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,716 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,716 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $460,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,439 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,424 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,953 | CashBOYAmt |
| Cash EOY | $32,099 | CashEOYAmt |
| Cash EOYFMV | $32,099 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $134,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,998 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,998 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,494,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,992,512 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,532,418 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $14,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,422 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,673,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,133,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,671,937 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,673,219 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,133,586 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,673,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,133,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,673,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,133,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,673,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $460,367 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,133,586 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,133,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UNITED THERAPEUTICS | P | 2005-10-07 | 2015-01-22 | $21,000 | $7,549 | $13,451 | $13,451 |
| UNITED THERAPEURICS | P | 2005-10-07 | 2015-01-22 | $21,750 | $7,549 | $14,201 | $14,201 |
| INTL PAPER CO SOLICITED ORDER | P | 2015-07-01 | 2015-11-17 | $11,027 | $14,947 | -$3,920 | -$3,920 |
| ROYAL DUTCH SHELL PLC SPON ADR | P | 2015-07-01 | 2015-11-17 | $10,848 | $14,971 | -$4,123 | -$4,123 |
| CHEMOURS CO COM | P | 2015-05-01 | 2015-07-23 | $488 | $748 | -$260 | -$260 |
| DU PONT E I DE NEMOURS & CO | P | 2015-01-01 | 2015-07-23 | $11,844 | $14,201 | -$2,357 | -$2,357 |
| SONOCO PRODS CO | P | 2015-01-01 | 2015-07-23 | $13,372 | $14,968 | -$1,596 | -$1,596 |
| CATERPILLAR INC | P | 2015-01-01 | 2015-06-01 | $14,934 | $14,934 | ||
| MCDONALDS CORP | P | 2015-01-01 | 2015-06-01 | $15,759 | $14,995 | $764 | $764 |
| VILLERE BALANCED | P | 2015-01-01 | 2015-02-12 | $58,467 | $61,000 | -$2,533 | -$2,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,015 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$14,025 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,919,234 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044289 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,791 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,440,025 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051937 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,218 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,234,618 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054444 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,216 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,371,236 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048289 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,167 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,352,856 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040778 | DistributionYr5Rt |
| Total Distribution | 0.239737 | TotalDistributionRt |
| Average Distribution | 0.047947 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,731,840 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,984 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $934 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $131,918 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,869 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,869 | SubtotalAmt |
| Tax Based On Investment Income | $1,869 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $1,892 | 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 | $50,833 | $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 | $2,707,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,773,442 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,773,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,731,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,869 | TotalTaxAmt |
| Distributable Before Adj | $134,723 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $134,723 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $134,723 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $98,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $98,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,723 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,486 | UndistributedIncomePYAmt |
| Qualifying Distributions | $98,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,486 | AppliedToYear1Amt |
| Applied To Current Year | $33,014 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $101,709 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| FLORIDA INSTITUTE OF TECHNOLOGY | |||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 32901 | SCHOLARSHIP | $8,000 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $1,500 |
| LAGRANGE UNIVERSITY | |||||
| 601 BROAD ST | LAGRANGE | GA | 30240 | SCHOLARSHIP | $1,000 |
| FLORIDA INSTITUTE OF TECHNOLOGY | |||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 32901 | SCHOLARSHIP | $3,500 |
| FLORIDA INSTITUTE OF TECHNOLOGY | |||||
| 150 W UNIVERSITY BLVD | MELBOURNE | FL | 32901 | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $2,000 |
| FLORIDA ATLANTIC UNIVERSITY | |||||
| 111 E LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $2,500 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $3,000 |
| LINDENWOOD | |||||
| 209 SOUTH KINGSHIGHWAY ST | ST CHARLES | MO | 63301 | SCHOLARSHIP | $3,000 |
| BREVARD SCHOOLS FOUNDATION | |||||
| 2700 JUDGE FRAN JAMIESON | VIERA | FL | 32940 | EDUCATION ASSISTANCE | $17,500 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF SOUTH FLORIDA | |||||
| 4202 E FOWLER AVENUE | TAMPA | FL | 33620 | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $1,000 |
| FLORIDA STATE UNIVERSITY | |||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | SCHOLARSHIP | $2,500 |
| SOUTHEASTERN UNIVERSITY | |||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | SCHOLARSHIP | $3,000 |
| TREVECCA NAZARENE | |||||
| 333 MURFREESBORO PIKE | NASHVILLE | TN | 37210 | SCHOLARSHIP | $1,500 |
| STETSON UNIVERSITY | |||||
| 421 N WOODLAND BLVD | DELAND | FL | 32723 | SCHOLARSHIP | $3,000 |
| BOSTON UNIVERSITY | |||||
| BOSTON UNIVERSITY | BOSTON | MA | 02215 | SCHOLARSHIP | $2,000 |
| UNIVERSITY OF FLORIDA | |||||
| UNIVERSITY OF FLORIDA | GAINESVILLE | FL | 32611 | SCHOLARSHIP | $1,000 |
| LINKS OF HOPE | |||||
| 1535 N COGSWELL ST | ROCKLEDGE | FL | 32955 | EDUCATIONAL ASSISTANCE | $2,000 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $3,000 |
| BREVARD POLICE ATHLETIC LEAGUE | |||||
| PO BOX 40 | SHARPES | FL | 32959 | 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 | $1,500 |
| 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 | $3,000 |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF CENTRAL FLORIDA | |||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | SCHOLARSHIP | $2,500 |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | |||||
| 2500 N RIVER ROAD | MANCHESTER | NH | 03106 | 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 |
| FLORIDA STATE UNIVERSITY | |||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | SCHOLARSHIP | $2,500 |
| TALLAHASSEE COLLEGE | |||||
| 444 APPLEYARD DRIVE | TALLAHASSEE | FL | 32304 | SCHOLARSHIP | $1,500 |
| IMPOWER | |||||
| 3157 N ALAFAYA TRAIL | ORLANDO | FL | 32826 | EDUCATIONAL ASSISTANCE | $3,000 |
| BREVARD LEGAL AID - CLAP PROGRAM | |||||
| 1038 HARVIN WAY STE 100 | ROCKLEDGE | FL | 32955 | EDUCATIONAL ASSISTANCE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,919 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,015 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,155 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF RICARDO A BALDA | ||||||
| 1 | 274 E EAU GALLIE BLVD 229 | INDIAN HARBOUR BEACH | FL | 32937 | $530,907 | Yes (X) |
| GERALD AND MARSHA DAVIS | ||||||
| 2 | 694 NICKLAUS DRIVE | MELBOURNE | FL | 32940 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,282 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SUNTRUST 9984 (5031 SHRS UT) | $130,912 | $787,906 |
| SUNTRUST 0102 | $1,861,600 | $1,744,512 |
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 |
| Book Value | $14,977 | BookValueAmt |
| EOYFMV | $13,422 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $25 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INTERNET/WEBSITE EXPENSES | $6,317 |
| OFFICE EXPENSE | $177 |
| MEALS AND ENTERTAINMENT | $4,623 |
| ADVERTISING | $1,317 |
| TRAVEL | $893 |
| PHONE | $1,800 |
| PAYPAL FEES | $75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $162 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $162 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $162 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADP PAYROLL SERVICES | $1,070 | ||
| MEMBERSHIP FEES | $1,000 | ||
| INVESTMENT EXPENSE ACCT 0102 | $10,716 | $10,716 | $10,716 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & LICENSES | CategoryTxt |
| Amt | $1,537 | Amt |