KAHLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KAHLE FOUNDATION INC (EIN 65-0754647)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-02-24
- IRS object ID
- 201310559349100101
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-24T11:34:30-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650761640 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN JACOBY THURN BOYLE & ASSOC PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 20TH ST | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32960 | 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 | 650754647 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAHLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KAHL | NameControl |
| Phone | 7727782224 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6020 FIFTH STREET SW | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32968 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE A KAHLE JR | Name |
| Title | OFFICER | Title |
| Phone | 7727782224 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREA B THURN | Name |
| PTIN | P01326005 | PTIN |
| Phone | 7725624158 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 814423 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 61 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 15547 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15547 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 72260 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 72260 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 72260 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 87868 | TotalRevenueAndExpenses |
| Total Net Investment Income | 87807 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1250 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 409 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 61 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 61 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1720 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1311 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 37520 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37111 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 50348 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 87807 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2196 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 49276 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 49276 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 545914 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 545914 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 631607 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 114254 | InvestmentsOtherBOY |
| Investments Other EOY | 117522 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 133540 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 662364 | TotalAssetsBOY |
| Total Assets EOY | 712712 | TotalAssetsEOY |
| Total Assets EOYFMV | 814423 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 662364 | RetainedEarningsBOY |
| Retained Earnings EOY | 712712 | RetainedEarningsEOY |
| Total Net Assets BOY | 662364 | TotalNetAssetsBOY |
| Total Net Assets EOY | 712712 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 662364 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 712712 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 662364 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 50348 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 712712 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 712712 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 2,492 SHS MEDCO HEALTH SOLUTIONS | P | 2003-08-19 | 2012-04-03 | 71770 | 71770 | 71770 |
| MEDCO HEALTH SOLUTIONS - CASH IN LIEU | P | 2012-04-03 | 2012-04-03 | 29 | 29 | 29 |
| CAPITAL GAINS DIVIDENDS | P | 461 | 461 | 461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 72260 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 41411 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 753099 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054987 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 32011 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 705454 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045376 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 31911 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 615967 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051806 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 49416 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 759821 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.065036 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 59665 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 927369 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.064338 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.281543 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056309 | AverageDistributionRatio |
| Net Noncharitable Assets | 824739 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 46440 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 878 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 47318 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37111 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1756 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1756 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1756 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 640 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 640 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 1116 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GEORGE A KAHLE JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7727782224 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6020 FIFTH STREET SW | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32968 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SANDRA R KAHLE | ||||||||
| 6020 FIFTH STREET SW | VERO BEACH | FL | 32968 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| GEORGE A KAHLE JR | ||||||||
| 6020 FIFTH STREET SW | VERO BEACH | FL | 32968 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| GEORGE A KAHLE III | ||||||||
| 1599 GRACEWOOD LANE | VERO BEACH | FL | 32963 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 770414 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 66884 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 837298 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 837298 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12559 | CashDeemedCharitable |
| Net Noncharitable Assets | 824739 | NetNoncharitableAssets |
| Minimum Investment Return | 41237 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 41237 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1756 | TaxBasedOnInvestmentIncome |
| Total Tax | 1756 | TotalTax |
| Distributable Amount Before Adj | 39481 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 39481 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 39481 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37111 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 37111 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37111 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 39481 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 13952 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 12184 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1376 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 4365 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 31877 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37111 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 37111 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2370 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2370 | ExcessDistriCyovAppliedCY |
| Total Corpus | 29507 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 11582 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 17925 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 12184 | ExcessFromYear4 |
| Excess From Year3 | 1376 | ExcessFromYear3 |
| Excess From Year1 | 4365 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANDRA R KAHLE | ContributingManager |
| Contributing Manager | GEORGE A KAHLE JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ABILITIES RESOURCE COUNCIL | ||||||||
| 1375 16TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $10,500 | |
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $250 | |
| ADULT LITERACY SERVICE | ||||||||
| 1600 21ST STREET VERO BEACH | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 | |
| AMERICAN RED CROSS | ||||||||
| 2506 17TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 | |
| ASPEN-SANTA FE BALLET | ||||||||
| 0245 SAGE WAY | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 | |
| BASALT REGIONAL LIBRARY | ||||||||
| 14 MIDLAND AVENUE | BASALT | CO | 816218305 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| CASA CORNELIA LAW CENTER | ||||||||
| 2760 FIFTH AVENUE SUITE 200 | SAN DIEGO | CA | 921036325 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| CHILD CARE RESOURCES OF INDIAN RIVER | ||||||||
| 1801 24TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,250 | |
| DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 1820 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $300 | |
| ENGLISH IN ACTIONCDNC | ||||||||
| PO BOX 4856 | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 | |
| ENVIRONMENTAL LEARNING CENTER | ||||||||
| 255 LIVE OAK DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,500 | |
| GIFFORD YOUTH ACTIVITIES CENTER | ||||||||
| 4875 43RD AVENUE | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| HARVEST FOOD AND OUTREACH CENTER | ||||||||
| 1360 28TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| HOMELESS FAMILY CENTER | ||||||||
| 715 4TH PLACE | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,250 | |
| IRSC FOUNDATION | ||||||||
| 3209 VIRGINIA AVENUE | FORT PIERCE | FL | 349815596 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $300 | |
| LIFT-UP | ||||||||
| PO BOX 1928 | RIFLE | CO | 816501928 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 | |
| MCKEE BOTANICAL GARDEN | ||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,250 | |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER | ||||||||
| 820 37TH PLACE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $300 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D STREET BLDG 5326 | VIRGINIA BEACH | VA | 23459 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| NEIGHBOR TO NEIGHBOR | ||||||||
| PO BOX 1639 | ASPEN | CO | 81612 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| PLANNED PARENTHOOD | ||||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 334096416 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $700 | |
| ROARING FORK CONSERVANCY | ||||||||
| PO BOX 3349 | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 | |
| SAINT EDWARD'S (ANNUAL FUND) | ||||||||
| 1895 ST EDWARDS DRIVE | VERO BEACH | FL | 329632699 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| SPECIAL EQUESTRIANS OF THE TREASURE COAST | ||||||||
| PO BOX 651312 | VERO BEACH | FL | 32965 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 | |
| ST EDWARD'S SCHOOL | ||||||||
| 1895 SAINT EDWARDS DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| SUNUP ARC INC | ||||||||
| 1375 16TH AVENUE | VERO BEACH | FL | 329609818 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| THE LEARNING ALLIANCE | ||||||||
| PO BOX 643446 | VERO BEACH | FL | 329643446 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| TREASURE COAST FOOD BANK | ||||||||
| 3051 INDUSTRIAL 25TH STREET | FT PIERCE | FL | 34946 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| UNITED WAY OF INDIAN RIVER COUNTY | ||||||||
| PO BOX 1960 | VERO BEACH | FL | 329619950 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| UNIVERSITY OF COLORADO FOUNDATIONS | ||||||||
| LEEDS SCHOOL OF BUSINESS ANNUAL | DENVER | CO | 80217 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | FUND PO BOX 17126 |
| VNA & HOSPICE FOUNDATION | ||||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $800 | |
| WAKE FOREST FUND FOR THE COLLEGE | ||||||||
| P O BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| WQCS | ||||||||
| 3209 VIRGINIA AVENUE | FT PIERCE | FL | 34981 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35800 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,547 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $72,260 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $87,807 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 87807 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1250 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MERCK STOCK | 210327 | 101941 |
| OTHER LISTED STOCKS | 335587 | 529666 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCK MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 117522 | BookValue |
| EOYFMV | 133540 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL CORPORATION FEE | Description |
| Revenue And Expenses Per Books | 61 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 61 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ON INVESTMENT INCOME | Category |
| Amount | $409 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |