BOOTH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BOOTH FOUNDATION (EIN 20-0667161)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201513179349101106
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T10:37:17-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EEPB PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 NORTH LOOP W SUITE 1200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200667161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOOTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICHOLAS D ENDRES CPA | InCareOfNm |
| Business Name Control | BOOT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SAILFISH POINT BLVD 316 | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicholas D Endres | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 7136220016 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JANE ROBINSON | PreparerPersonNm |
| PTIN | P00232220 | PTIN |
| Phone | 7136220016 | PhoneNum |
| Preparation | 2015-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,048,800 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,208,209 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $605,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $605,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,882,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,036,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,882,264 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$461,922 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $166,907 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,233,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,654,231 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $629 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $629 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,249 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,874 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,062 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,912 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $9,789 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,789 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $117,021 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,875 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,322 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $226,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,062 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,676,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,452,062 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,556,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,550,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,284 | CashBOYAmt |
| Cash EOY | $4,591 | CashEOYAmt |
| Cash EOYFMV | $4,591 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,745,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,027,999 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,027,999 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,283,355 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,410,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,973,860 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $33,350 | OtherAssetsBOYAmt |
| Other Assets EOY | $42,350 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $42,350 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,067,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,485,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,048,800 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $31,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $100,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $25,036,956 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,385,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,036,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,385,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,067,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,485,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,036,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,556,689 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,593,645 | SubtotalAmt |
| Other Decreases | $1,208,209 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,385,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| RBC 528 - SEE ATTACHED STATEMENT | P | $1,212,126 | $1,263,433 | -$51,307 | -$51,307 | ||
| RBC 529 - SEE ATTACHED STATEMENT | P | $345,843 | $254,427 | $91,416 | $91,416 | ||
| RBC 528 - SEE ATTACHED STATEMENT | P | $72,035 | $71,500 | $535 | $535 | ||
| 2,000 SHS PETROLOGISTICS LP | P | $28,639 | $23,307 | $6,982 | $5,332 | 2013-12-31 | 2014-07-16 |
| RBC 529 - SEE ATTACHED STATEMENT | P | $83,209 | $66,445 | $16,764 | $16,764 | ||
| 7,000 SHS EL PASO PIPELINE PARTNERS | P | $279,704 | $238,150 | $60,116 | $41,554 | 2014-01-28 | 2014-08-11 |
| 12,826 SHS KINDER MORGAN ENERGY PARTNERS | D | $1,239,131 | $1,205,516 | $1,239,131 | $33,615 | 2014-11-13 | 2014-11-14 |
| 5,000 SHS LEHIGH GAS PARTNERS LP (CROSSAMERICAN PARTNERS) | P | $161,990 | $135,506 | $27,968 | $26,484 | 2014-06-09 | 2014-08-07 |
| 20,000 SHS PETROLOGISTICS LP | P | $280,000 | $230,729 | $65,782 | $49,271 | 2013-12-31 | 2014-07-16 |
| BNY - SEE ATTACHED STATEMENT | $836,727 | $857,106 | -$20,379 | -$20,379 | |||
| 1,260 SHS AMERICAN MIDSTREAM PARTNERS LP | P | $36,463 | $31,800 | $9,739 | $4,663 | 2013-12-12 | 2014-11-03 |
| 2,150 SHS BREITBURN ENERGY PARTNERS LP | P | $50,459 | $53,173 | -$2,714 | -$2,714 | 2014-05-15 | 2014-11-17 |
| 3,000 SHS JP ENERGY PARTNERS LP | P | $38,107 | $60,000 | -$19,792 | -$21,893 | 2014-10-02 | 2014-12-26 |
| 1,095 SHS OAKTREE CAPITAL GROUP LLC | P | $50,446 | $57,858 | -$7,333 | -$7,412 | 2014-05-22 | 2014-10-14 |
| 3,000 SHS VANGUARD NATURAL RESOURCE PFD | P | $60,522 | $74,040 | -$13,518 | -$13,518 | 2014-03-04 | 2014-12-01 |
| EFTPS PALLADIUM | $35 | $35 | $35 | 2014-01-01 | 2014-12-31 | ||
| RBC 528 - SEE ATTACHED STATEMENT | P | $891,260 | $853,472 | $37,788 | $37,788 | ||
| RBC 529 - SEE ATTACHED STATEMENT | P | $257,912 | $405,616 | -$147,704 | -$147,704 | ||
| RBC 528 - SEE ATTACHED STATEMENT | P | $61,800 | $100,300 | -$38,500 | -$38,500 | ||
| 26,488 SHS EAGLE ROCK ENERGY PARTNERS LP | P | $58,538 | $214,626 | -$35,169 | -$156,088 | 2008-09-19 | 2014-12-15 |
| 750 SHS MARKWEST ENERGY PARTNERS LP | P | $53,184 | $9,765 | $53,184 | $43,419 | 2009-01-28 | 2014-11-07 |
| 4,500 SHS REGENCY ENERGY PARTNERS LP | P | $105,294 | $71,944 | $105,294 | $33,350 | 2008-10-28 | 2014-12-15 |
| RBC 529 - SEE ATTACHED STATEMENT | P | $1,410,096 | $598,592 | $811,504 | $811,504 | ||
| 12,000 SHS PETROLOGISTICS LP | P | $168,000 | $129,884 | $71,674 | $38,116 | 2012-07-10 | 2014-07-16 |
| BNY - SEE ATTACHED STATEMENT | P | $616,059 | $516,584 | $99,475 | $99,475 | ||
| 1,255 SHS AMERICAN MIDSTREAM PARTNERS LP | P | $24,651 | $28,200 | $2,559 | -$3,549 | 2013-12-12 | 2014-12-17 |
| 3,000 SHS FERRELLGAS PARTNERS LP | P | $79,176 | $67,536 | $45,006 | $11,640 | 2011-06-07 | 2014-08-12 |
| 600 SHS PLAINS ALL AMERICAN PIPELINE LP | P | $30,029 | $24,009 | $9,823 | $6,020 | 2012-03-06 | 2014-01-17 |
| 1,750 SHS TARGA RESOURCES PARTNERS LP | P | $119,091 | $62,950 | $78,138 | $56,141 | 2012-11-16 | 2014-08-12 |
| CAPITAL GAIN DISTRIBUTIONS | P | $12,129 | $12,129 | $12,129 | 2010-01-01 | 2014-12-31 | |
| LEHMAN BROTHERS | $2,373,638 | $2,373,638 | $2,373,638 | 2000-01-01 | 2014-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,882,264 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,200,304 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,233,613 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045754 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,430,924 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,881,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062537 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,266,011 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,556,282 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056127 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $892,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,354,436 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066832 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,885,024 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,215,356 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.204552 | DistributionYr5Rt |
| Total Distribution | 0.435802 | TotalDistributionRt |
| Average Distribution | 0.08716 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,193,954 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,893,185 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55,508 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,948,693 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,452,062 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $111,017 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $111,017 | SubtotalAmt |
| Tax Based On Investment Income | $111,017 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,002 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $100,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $122,002 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $135 | EsPenaltyAmt |
| Overpayment | $10,850 | OverpaymentAmt |
| Applied To ES Tax | $10,850 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS D ENDRES CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136220016 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 NORTH LOOP WEST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77092 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALEX E BOOTH JR | ||||||||
| 2001 SAILFISH PT BLVD APT 316 | STUART | FL | 34996 | PRESIDENT & TREASURER | 10.0 | $0 | $0 | $0 |
| BETH TERDO PRINZ | ||||||||
| 815 COLORADO AVENUE STE 103 | STUART | FL | 34994 | SECRETARY & DIRECTOR | 0 | $0 | $0 | $0 |
| KATHERINE BOOTH | ||||||||
| 2001 SAILFISH PT BLVD APT 316 | STUART | FL | 34996 | VICE PRESIDENT & DIRECTOR | 5.0 | $0 | $0 | $0 |
| WILLIAM BRYANT | ||||||||
| 318 SEABOARD LANE STE 205 | FRANKLIN | TN | 37067 | DIRECTOR | 0 | $0 | $0 | $0 |
| SUSAN MACHOMER | ||||||||
| 1000 NO US 1 TOWNHOUSE 752 | JUPITER | FL | 33477 | ASST SECR & DIRECTOR | 0 | $0 | $0 | $0 |
| NICHOLAS D ENDRES | ||||||||
| 2950 NORTH LOOP WEST SUITE 1200 | HOUSTON | TX | 77092 | SECRETARY | 0.25 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $28,973,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,725,586 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,699,446 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,699,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $505,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,193,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,659,698 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,659,698 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111,017 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $111,017 | TotalTaxAmt |
| Distributable Before Adj | $1,548,681 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,548,681 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,548,681 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,452,062 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,452,062 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,452,062 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,548,681 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,444,614 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $224,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $156,431 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $303,697 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,129,520 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,452,062 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,452,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $96,619 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $96,619 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,032,901 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,347,995 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $684,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $224,778 | ExcessFromYear4Amt |
| Excess From Year3 | $156,431 | ExcessFromYear3Amt |
| Excess From Year2 | $303,697 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OUTREACH FOUNDATION OF FIRST PRESBYTERIAN CHURCH | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 SEABOARD LANE SUITE 205 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM FOR DISADVANTAGED PEOPLE | GrantOrContributionPurposeTxt |
| Amt | $1,450,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,450,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $605,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $148,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,882,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER PTP INVESTMENT INCOME | 15 | $11,976 | ||
| PTP INCOME | 211110 | -$628,829 | ||
| OTHER INCOME | 15 | $18 | ||
| PTP GUARANTEED PAYMENTS | 14 | $6,496 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$628,829 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,654,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,025,402 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALEX E BOOTH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SAILFISH POINT BLVD 316 | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,208,209 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,826 SHS KINDER MORGAN ENERGY PARTNERS, LP | NoncashPropertyDesc |
| Fair Market Value | $1,208,209 | FairMarketValueAmt |
| Received | 2014-11-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $41,249 | Amt |
| Net Investment Income | $28,874 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,062 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS STOCKS, BONDS & PTPS | StockNm |
| EOY Book Value | $23,410,496 | EOYBookValueAmt |
| EOYFMV | $28,973,860 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $629 | LegalFeesAmt |
| Net Investment Income | $629 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | $23,750 | $12,000 | $12,000 |
| PREPAID TAXES | $9,600 | $30,350 | $30,350 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO DONATED SECURITIES | Desc |
| Amt | $1,208,209 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $12,322 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,322 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENT AND ROYALTY INCOME | $101,342 | $101,342 |
| PTP INCOME | -$622,333 | $6,496 |
| OTHER PTP INVESTMENT INCOME | $11,976 | $11,976 |
| PTP ROYALTY INCOME | $47,075 | $47,075 |
| OTHER INCOME | $18 | $18 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES AND INTEREST PAYABLE | Desc |
| BOY Book Value | $31,000 | BOYBookValueAmt |
| EOY Book Value | $100,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISOR FEES | $44,823 | $44,823 |
| OTHER PROF FEES | $1,089 | $1,089 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEX E BOOTH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SAILFISH POINT BLVD 316 | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $5,875 | $5,875 |
| FEDERAL EXCISE TAX | $111,146 |