DUKE & GAEL HABERNICKEL CHARITABLEFOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DUKE & GAEL HABERNICKEL CHARITABLEFOUNDATION (EIN 20-5339152)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201301349349101150
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T08:33:14-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL & ASSOCIATES PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3425 CLIFF SHADOWS PKWY STE 105 | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205339152 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE AND GAEL HABERNICKEL CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DUKE | NameControl |
| Phone | 3022860200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2644 CAPITOL TRAIL STE 300 DEPT 657 | AddressLine1 |
| City | NEWARK | City |
| State | DE | State |
| ZIP Code | 19711 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Max Habernickel III | Name |
| Title | Director | Title |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L MARSHALL CPA | Name |
| PTIN | P00290149 | PTIN |
| Phone | 7027240444 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2004486 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 740 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 740 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 37347 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37347 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 189449 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1019686 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 189449 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 227536 | TotalRevenueAndExpenses |
| Total Net Investment Income | 227536 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3550 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 8261 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8261 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1300 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 760 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 47 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 13918 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8261 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 91240 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 91240 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 105158 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8261 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 91240 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 122378 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 219275 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 57804 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 133680 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 133680 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1537247 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1583749 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1870806 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1595051 | TotalAssetsBOY |
| Total Assets EOY | 1717429 | TotalAssetsEOY |
| Total Assets EOYFMV | 2004486 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1595051 | RetainedEarningsBOY |
| Retained Earnings EOY | 1717429 | RetainedEarningsEOY |
| Total Net Assets BOY | 1595051 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1717429 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1595051 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1717429 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1595051 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 122378 | ExcessOfRevenueOverExpenses |
| Subtotal | 1717429 | Subtotal |
| Total Net Assets Fund Balances EOY | 1717429 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (27 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| LONG TERM CAP GAIN DISTRIBUTIONS | P | 2010-01-01 | 2012-12-31 | 9760 | 9760 | 9760 | |
| 1901.141 VANGUARD FI SECS F INTR TRM CP PT | P | 2010-06-01 | 2012-06-01 | 21303 | 950 | 950 | 20353 |
| 4111.052 PROFESSIONALLY MANAGED PORTFOLIOS | P | 2010-06-01 | 2012-06-01 | 110711 | 33711 | 33711 | 77000 |
| 4288.826 NUVEEN NWQ VALUE OPPORTUNITIES | P | 2011-06-01 | 2012-06-01 | 138529 | 51529 | 51529 | 87000 |
| 736.16 MATTHEW PACIFIC TIGER INSTL FUND | P | 2010-06-01 | 2012-06-01 | 16082 | 7041 | 7041 | 9041 |
| 2158.329 MANAGER'S AMG FUNDS TIMESQUARE | P | 2010-06-01 | 2012-06-01 | 34310 | 11248 | 11248 | 23062 |
| 1841.622 JPM TR I INFL MANAGED BD-SEL | P | 2010-06-01 | 2012-06-01 | 20061 | 276 | 276 | 19785 |
| 847.458 JPM STR INC OPP FD FUND | P | 2010-06-01 | 2012-06-01 | 10000 | 203 | 203 | 9797 |
| 4537.205 JPM SHORT DURATION BOND FD | P | 2010-06-01 | 2012-06-01 | 50033 | 7 | 7 | 50026 |
| 35000 JPM QARN SPX 3/2/72013 | P | 2012-01-01 | 2012-03-09 | 36943 | 1943 | 1943 | 35000 |
| 437.254 JPM LARGE CAP GROWTH FD-SEL FUND | P | 2010-06-01 | 2012-06-01 | 10000 | 507 | 507 | 9493 |
| 1848.429 JPM INT'L CURRENCY FUND | P | 2010-06-01 | 2012-06-01 | 20000 | -850 | -850 | 20850 |
| 10719.17 JPM HIGH YIELD FD - SEL FUND | P | 2010-06-01 | 2012-06-01 | 85039 | 15401 | 15401 | 69638 |
| 4794.632 JPM EQUITY INCOME FD - SEL FUND | P | 2010-06-01 | 2012-06-01 | 50515 | 1191 | 1191 | 49324 |
| 30000 JPM CONT BUFF EQ SPX 12/10/12 | P | 2011-12-10 | 2012-12-12 | 36000 | 6000 | 6000 | 30000 |
| 20000 JPM BREN EAFE 11/7/12 | P | 2011-11-07 | 2012-11-07 | 20687 | 687 | 687 | 20000 |
| 20000 JPM BREN EAFE 10/11/12 | P | 2011-10-11 | 2012-10-11 | 24306 | 4306 | 4306 | 20000 |
| 4502.201 IVY GLOBAL NATURAL RESOURCE | P | 2010-06-01 | 2012-06-01 | 75102 | 22516 | 22516 | 52586 |
| 245 ISHARES RUSSELL 2000 INDEX FUND | P | 2010-06-01 | 2012-06-01 | 18940 | 7846 | 7846 | 11094 |
| 25000 HSBC REB SPX 3/12/2012 | P | 2011-03-12 | 2012-03-12 | 27743 | 2743 | 2743 | 25000 |
| 30000 HSBC BREN SPX 10/31/2012 | P | 2011-10-31 | 2012-10-31 | 35670 | 5670 | 5670 | 30000 |
| 2545.825 EATON VANCE MUT FDS TR GB MACRO | P | 2010-06-01 | 2012-06-01 | 25000 | -1188 | -1188 | 26188 |
| 3309.067 DREYFUS LAUREL EMG MARKET | P | 2010-06-01 | 2012-06-01 | 46823 | -3177 | -3177 | 50000 |
| 30000 DB BREN SPX 10/11/12 | P | 2011-10-11 | 2012-10-11 | 34950 | 4950 | 4950 | 30000 |
| 20000 DB BREN EEM 10/31/12 | P | 2011-10-31 | 2012-10-31 | 21786 | 1786 | 1786 | 20000 |
| 15000 DB BREN BRENT CRUDE 10/17/12 | P | 2011-10-17 | 2012-10-17 | 18442 | 3442 | 3442 | 15000 |
| 20000 BARC REN SPX 1/25/12 | P | 2011-01-25 | 2012-01-25 | 20951 | 951 | 951 | 20000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 189449 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 91437 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1973317 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04634 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 94823 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2012532 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04712 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 88920 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1826601 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04868 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 69521 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1997511 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03480 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 96838 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2150989 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04502 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.22196 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04439 | AverageDistributionRatio |
| Net Noncharitable Assets | 1924879 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 85449 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2193 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 87642 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 91240 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2193 | InvestmentIncomeExciseTax |
| Subtotal | 2193 | Subtotal |
| Tax Based On Investment Income | 2193 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1435 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1435 | TotalCreditsAndPayments |
| Tax Due | 758 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN MONTGOMERY ESQ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3022860200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2644 CAPITOL TRAIL SUITE 300 | AddressLine1 |
| City | NEWARK | City |
| State | DE | State |
| ZIP Code | 19711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Gael Habernickel | ||||||
| 250 Johns Island Drive | Vero Beach | FL | 32963 | Director | 5.00 | 0 |
| Max Habernickel III | ||||||
| 250 Johns Island Drive | Vero Beach | FL | 32963 | Director | 5.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1858450 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 95742 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1954192 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1954192 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 29313 | CashDeemedCharitable |
| Net Noncharitable Assets | 1924879 | NetNoncharitableAssets |
| Minimum Investment Return | 96244 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 96244 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2193 | TaxBasedOnInvestmentIncome |
| Total Tax | 2193 | TotalTax |
| Distributable Amount Before Adj | 94051 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 94051 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 94051 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 91240 | ExpensesAndContributions |
| Qualifying Distributions | 91240 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2193 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 89047 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 94051 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 45033 | UndistributedIncomePriorYear |
| Qualifying Distributions | 91240 | QualifyingDistributions |
| Applied To Year1 | 45033 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 46207 | AppliedToCurrentYear |
| Undistributed Income CY | 47844 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Gael Habernickel | ContributingManager |
| Contributing Manager | Max Habernickel III | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Duke and Gael Habernickel | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2644 Capitol Trail Suite 300 Dept 6 | AddressLine1 |
| City | Newark | City |
| State | DE | State |
| ZIP Code | 19711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3022860200 | RecipientPhoneNumber |
| Form And Info And Materials | Applications for grants to the organization must be in writing through 501(c)(3) organizations and public charities. Grants are only distributed to public charities, not to individuals. | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | The organization seeks to provide grants to support 501(c)(3) public charity-grants to hospitals, the arts, education, land preservation, libraries and religious institutions. The awards are made to organizations such as hospitals, universities, and religious institutions and other 501(c)(3) organizations regardless of geographic area within the United States of America. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YOUTH GUIDANCE | |||||||
| 1028 20TH PLACE | VERO BEACH | FL | 32960 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $1,000 |
| BAY HEAD FOUNDATION | |||||||
| 111 Metcalfe Street | Bay Head | NJ | 08742 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $1,000 |
| THE MONTCLAIR KIMBERLEY ACADEMY | |||||||
| 201 VALLEY ROAD | MONTCLAIR | NJ | 07042 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $1,000 |
| THE LEARNING ALLIANCE | |||||||
| P O BOX 643446 | VERO BEACH | FL | 32964 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $10,000 |
| ENVIRONMENTAL LEARNING CENTER | |||||||
| 255 LIVE OAK DRIVE | VERO BEACH | FL | 32963 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $1,000 |
| VALLEY HOSPITAL FOUNDATION | |||||||
| 223 N VAN DIEN AVENUE | RIDGEWOOD | NJ | 07450 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $2,000 |
| BOYS AND GIRLS CLUB OF IRC | |||||||
| 1729 17th Avenue | VERO BEACH | FL | 32964 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY | |||||||
| 2655 5th ST SW | VERO BEACH | FL | 32963 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $1,000 |
| GIFFORD YOUTH ACTIVITY CENTER | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $8,500 |
| INDIAN RIVER MEDICAL CTR FOUNDATION | |||||||
| 1000 36TH STREET | VERO BEACH | FL | 32960 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $35,000 |
| INDIAN RIVER LAND TRUST | |||||||
| 80 ROYAL PALM POINTE STE 301 | VERO BEACH | FL | 32960 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $10,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $1,000 |
| ST ELIZABETHS CHURCH | |||||||
| 169 FAIRMOUNT ROAD | RIDGEWOOD | NJ | 07450 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $1,500 |
| RIDGEWOOD PUBLIC LIBRARY FOUNDATION | |||||||
| 125 NORTH MAPLE AVENUE | RIDGEWOOD | NJ | 07450 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $5,000 |
| JOHN'S ISLAND FOUNDATION | |||||||
| 6001 HIGHWAY A1A | INDIAN RIVER SHORES | FL | 32963 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $2,000 |
| VERO BEACH MUSEUM OF ART | |||||||
| 3001 RIVERSIDE PARK DRIVE | Vero Beach | FL | 32963 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $8,240 |
| MCKEE BOTANICAL GARDEN | |||||||
| 350 US HIGHWAY 1 | Vero Beach | FL | 32962 | NO RELATIONSHIP | EXEMPT | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 91240 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $740 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,347 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $189,449 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $227,536 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 227536 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING fEES | Category |
| Amount | $3,550 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank Fees | Description |
| Revenue And Expenses Per Books | 47 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $8,261 | Amount |
| Net Investment Income | 8261 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | Category |
| Amount | $1,300 | Amount |