BOOTH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BOOTH FOUNDATION (EIN 20-0667161)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349100829
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T08:55:18-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EEPB PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 NORTH LOOP WEST STE 1200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICHOLAS D ENDRES CPA | InCareOfNm |
| Business Name Control | BOOT | BusinessNameControlTxt |
| Phone | 7722254391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SAILFISH POINT BLVD 316 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34996 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEX E BOOTH | PersonNm |
| Person Title | PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 7136220016 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS D ENDRES | PreparerPersonNm |
| PTIN | P00178386 | PTIN |
| Phone | 7136220016 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,736,615 | 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 | $4,893,306 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $620,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $620,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $422,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,224,132 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $422,630 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$626,082 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $120,359 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,310,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,163,326 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $669 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $669 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,082 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,562 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $304 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,226 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,226 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $725 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $725 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $64,884 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,827 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,654 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,654 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $127,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,327,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,200,304 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,982,951 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,096,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,013 | CashBOYAmt |
| Cash EOY | $5,284 | CashEOYAmt |
| Cash EOYFMV | $5,284 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,531,581 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,745,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,745,967 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,626,839 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,283,355 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,952,014 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $66,822 | OtherAssetsBOYAmt |
| Other Assets EOY | $33,350 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $33,350 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,231,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,067,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,736,615 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $31,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $25,231,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,036,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,231,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,036,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,231,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,067,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,231,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,982,951 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,050 | OtherIncreasesAmt |
| Subtotal | $29,240,256 | SubtotalAmt |
| Other Decreases | $4,203,300 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,036,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| RBC 529 - SEE ATTACHED STATEMENT | P | $570,455 | $459,784 | $108,671 | $110,671 | ||
| RBC 529 - SEE ATTACHED STATEMENT | P | $359,909 | $312,850 | $47,059 | $47,059 | ||
| RBC 528 - SEE ATTACHED STATEMENT | P | $739,479 | $863,243 | -$123,764 | -$123,764 | ||
| RBC 528 - SEE ATTACHED STATEMENT | P | $610,884 | $746,720 | -$135,836 | -$135,836 | ||
| RBC 528 - SEE ATTACHED STATEMENT | P | $385,310 | $529,728 | -$144,418 | -$144,418 | ||
| RBC 529 - SEE ATTACHED STATEMENT | P | $497,058 | $445,788 | $51,270 | $51,270 | ||
| RBC 529 - SEE ATTACHED STATEMENT | P | $5,117,175 | $1,659,951 | $3,457,224 | $3,457,224 | ||
| 6,000 UNITS ECA MARCELLUS TR I | P | $111,089 | $103,022 | $8,067 | $8,067 | 2010-07-01 | 2013-02-19 |
| 1,500 UNITS GLOBAL PARTNERS LP | P | $59,068 | $17,928 | $41,140 | $41,140 | 2006-09-29 | 2013-06-28 |
| 5,000 SHS RHINO RESOURCES PARTNERS LP | P | $68,286 | $85,167 | -$16,881 | -$16,881 | 2010-01-01 | 2013-03-04 |
| 1,674 SHS SUBURBAN PROPANE PTRS LP | P | $67,899 | $64,594 | $3,305 | $3,305 | 2010-01-01 | 2013-01-16 |
| 14,000 SHS BREITBURN ENERGY PARTNERS LP | P | $271,332 | $143,590 | $127,742 | $127,742 | 2010-01-01 | 2013-11-01 |
| 1,000 SHS MARKWEST ENERGY PARTNERS LP | P | $67,087 | $533 | $66,554 | $66,554 | 2009-01-28 | 2013-05-13 |
| BNY - SEE ATTACHED STATEMENT | P | $967,092 | $970,857 | -$3,765 | -$3,765 | ||
| BNY - SEE ATTACHED STATEMENT | P | $513,108 | $499,050 | $14,058 | $14,058 | ||
| 1,000 SHS ACCESS MIDSTREAM PARTNERS LP | P | $35,124 | $31,646 | $3,478 | $3,478 | 2012-12-13 | 2013-01-10 |
| 700 SHS TEEKAY OFFSHORE PTRS | P | $20,235 | $17,789 | $2,446 | $2,446 | 2012-09-12 | 2013-01-25 |
| 1,870 SHS TEEKAY OFFSHORE PTRS | P | $54,055 | $51,706 | $2,349 | $2,349 | 2012-09-12 | 2013-01-25 |
| 2,000 SHS GENESIS ENERGY LP | P | $79,934 | $62,199 | $17,735 | $17,735 | 2012-10-02 | 2013-01-29 |
| 1,000 SHS MARKWEST ENERGY PARTNERS | P | $55,739 | $50,864 | $4,875 | $4,875 | 2012-03-13 | 2013-02-08 |
| 3,350 SHS SANDRIDGE MISSISSIPPIAN TRUST II | P | $35,933 | $49,300 | -$13,367 | -$13,367 | 2013-02-06 | 2013-04-19 |
| 1,300 SHS CALUMET SPECIALTY PRODUCTS | P | $44,250 | $46,930 | -$2,680 | -$2,680 | 2013-03-26 | 2013-05-31 |
| 680 SHS EL PASO PIPELINE PARTNERS LP | P | $28,217 | $21,914 | $6,303 | $6,303 | 2012-09-11 | 2013-06-12 |
| 1500 SHS LINN ENERGY LLC | P | $55,355 | $37,583 | $17,772 | $17,772 | 2012-01-12 | 2013-03-26 |
| 650 SHS EL PASO PIPELINE PARTNERS LP | P | $26,972 | $19,045 | $7,927 | $7,927 | 2012-05-24 | 2013-06-12 |
| 500 SHS WILLIAMS PARTNERS LP | P | $24,650 | $21,368 | $3,282 | $3,282 | 2012-01-25 | 2013-12-04 |
| 1,000 SHS KKR FINANCIAL HLDGS LLC | P | $26,553 | $25,091 | $1,462 | $1,462 | 2013-01-17 | 2013-05-06 |
| LEHMAN BROS NOTE | P | $2,312,069 | $5,461,262 | -$3,149,193 | -$3,149,193 | 2007-01-01 | 2013-12-31 |
| EFTPS PALLADIUM | P | $392 | $392 | $392 | 2010-01-01 | 2013-12-31 | |
| CAPITAL GAIN DISTRIBUTIONS | P | $19,353 | $19,353 | $19,353 | 2010-01-01 | 2013-12-31 | |
| KINDER MORGAN CASH IN LIEU | $19 | $19 | $19 | 2010-01-01 | 2013-12-31 | ||
| SPDR GOLD TR GOLD SHS | P | $51 | $51 | $51 | 2010-01-01 | 2013-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $422,630 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,430,924 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,881,296 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062537 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,266,011 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,556,282 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056127 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $892,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,354,436 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066832 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,885,024 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,215,356 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.204552 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,023,871 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,554,667 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082423 | DistributionYr5Rt |
| Total Distribution | 0.472471 | TotalDistributionRt |
| Average Distribution | 0.094494 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,233,613 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,478,919 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,967 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,489,886 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,200,304 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,933 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,933 | SubtotalAmt |
| Tax Based On Investment Income | $21,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,900 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $26,900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $165 | EsPenaltyAmt |
| Overpayment | $4,802 | OverpaymentAmt |
| Applied To ES Tax | $4,802 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77092 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 MACHAMER | ||||||||
| 1000 NO US 1 TOWNHOUSE 752 | JUPITER | FL | 33477 | ASST SECR & DIRECTOR | 0 | $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 | $22,596,717 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,036,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,633,109 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,633,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $399,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,233,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,311,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,311,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,933 | TotalTaxAmt |
| Distributable Before Adj | $1,289,748 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,289,748 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,289,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,200,304 | 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 | $1,200,304 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,200,304 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,289,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $810,480 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,444,614 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,778 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $156,431 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $303,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,940,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,200,304 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,200,304 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $89,444 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $89,444 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,850,556 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $721,036 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,129,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,444,614 | ExcessFromYear4Amt |
| Excess From Year3 | $224,778 | ExcessFromYear3Amt |
| Excess From Year2 | $156,431 | ExcessFromYear2Amt |
| Excess From Year1 | $303,697 | ExcessFromYear1Amt |
| 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 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 SEABOARD LANE SUITE 205 | AddressLine1 |
| City | FRANKLIN | City |
| State | TN | State |
| ZIP Code | 37069 | ZIPCode |
| 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 | $1,200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,200,000 | 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 | $620,337 | 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 | $25,639 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $422,630 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER PTP INVESTMENT INCOME | 15 | -$18 | ||
| PTP INCOME | 211110 | -$652,403 | ||
| OTHER INCOME | 15 | $700 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$652,403 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,069,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $416,885 | 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 | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34996 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,893,306 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 12,000 SHS ALEXION PHARMACEUTICALS, INC. | $1,480,296 | 2013-11-04 |
| 1 | 4,687 SHS BIOGEN IDEC INC | $1,139,410 | 2013-11-04 |
| 1 | 12,000 SHS CYBERONICS INC. | $679,440 | 2013-11-04 |
| 1 | 11,000 shs IDEXX LABORATORIES CORP | $1,190,200 | 2013-11-04 |
| 1 | 2,985 SHS SHIRE PLC | $403,960 | 2013-11-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,082 | Amt |
| Net Investment Income | $4,562 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $304 | 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 | $20,283,355 | EOYBookValueAmt |
| EOYFMV | $26,952,014 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $669 | LegalFeesAmt |
| Net Investment Income | $669 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | $45,650 | $23,750 | $23,750 |
| PREPAID TAXES | $21,172 | $9,600 | $9,600 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO DONATED SECURITIES | Description |
| Amount | $4,203,300 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $3,654 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,654 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RENT AND ROYALTY INCOME | $45,587 | $45,587 |
| PTP INCOME | -$652,403 | $94,038 |
| OTHER PTP INVESTMENT INCOME | -$18 | -$18 |
| PTP ROYALTY INCOME | -$19,948 | -$19,948 |
| OTHER INCOME | $700 | $700 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD BASIS ADJUSTMENT | Description |
| Amount | $26,050 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES AND INTEREST PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $31,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISOR FEES | $44,496 | $44,496 |
| OTHER PROF FEES | $6,679 | $6,679 |
| SPDR GOLD INVESTMENT FEES | $51 | $51 |
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 | AddressLine1 |
| City | STUART | City |
| State | FL | State |
| ZIP Code | 34996 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $5,827 | $5,827 |
| FEDERAL EXCISE TAX | $39,261 | |
| UNRELATED BUSINESS INCOME TAX | $19,796 |