JESS & BREWSTER J DURKEE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JESS & BREWSTER J DURKEE FOUNDATION (EIN 59-3293247)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201111339349101956
- Schema version
- 2010v3.2
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T13:18:12-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEEKS MAIGE PAULK & ASSOCIATES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1354 N LAURA ST | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322064916 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593293247 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESS AND BREWSTER J DURKEE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JESS | NameControl |
| Phone | 9043889979 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 LAKESIDE DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 804 | AddressLine2 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322103362 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD J MCCARTHY | Name |
| Title | TRUSTEE | Title |
| Phone | 9043889979 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L MAIGE | Name |
| Phone | 9047377756 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 8171354 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 7926393 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3581 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3581 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3581 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 178440 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 103129 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 178440 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 184203 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2198663 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 184203 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 151070 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | -1974 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 72 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | -1974 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 8290643 | TotalRevenueAndExpenses |
| Total Net Investment Income | 290985 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 331117 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 8000 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 850 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 2368 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2368 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 752 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 80 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 11970 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2448 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 269250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 269250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 281220 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2448 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 269250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8009423 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 288537 | NetInvestmentIncome |
| Adjusted Net Income | 331117 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 161931 | CashBOY |
| Cash EOY | 39211 | CashEOY |
| Cash EOYFMV | 39211 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 241695 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 241695 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig EOY | 5875487 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 5875487 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock EOY | 2014961 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2014961 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 161931 | TotalAssetsBOY |
| Total Assets EOY | 8171354 | TotalAssetsEOY |
| Total Assets EOYFMV | 8171354 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 161931 | CapitalStockBOY |
| Capital Stock EOY | 8171354 | CapitalStockEOY |
| Total Net Assets BOY | 161931 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8171354 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 161931 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8171354 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 161931 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8009423 | ExcessOfRevenueOverExpenses |
| Subtotal | 8171354 | Subtotal |
| Total Net Assets Fund Balances EOY | 8171354 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (62 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 242 SHS PACTIV CORPORATION | P | 2009-03-02 | 2010-11-17 | 8047 | 6023 | 2024 | 2024 |
| 1000 SHS KINDER MORGAN ENERGY | P | 2009-07-16 | 2010-05-12 | 65417 | 52420 | 12997 | 12997 |
| 5000 SHS ABERDEEN ASIA-PAC INC | P | 2010-02-24 | 2010-10-19 | 33849 | 31953 | 1896 | 1896 |
| 800 SHS ENTERPRISE PRDTS PRTN | P | 2010-03-05 | 2010-06-22 | 27788 | 26733 | 1055 | 1055 |
| 2000 SHS ISHARES SILVER | P | 2010-05-26 | 2010-11-10 | 52882 | 35916 | 16966 | 16966 |
| 17764.257 SHS OPP AMT FREEE MUNI CL | P | 2009-05-07 | 2010-04-16 | 114402 | 107474 | 6928 | 6928 |
| 100 SHS PLAINS ALL AMERN PIPL | P | 2009-07-16 | 2010-05-12 | 5663 | 4798 | 865 | 865 |
| 5000 SHS ABERDEEN AISA-PAC INC | P | 2010-02-24 | 2010-10-19 | 33849 | 31953 | 1896 | 1896 |
| 200 SHS ENTERPRISE PRDTS PRTN | P | 2010-03-05 | 2010-06-22 | 6947 | 6682 | 265 | 265 |
| 500 SHS SPDR GOLD TRUST | P | 2010-05-26 | 2010-11-10 | 68415 | 59374 | 9041 | 9041 |
| 1600 SHS EATON VANCE TAX MANAGED | P | 2009-06-01 | 2010-05-21 | 20264 | 22608 | -2344 | -2344 |
| 900 SHS PLAINS ALL AMERN PIPL | P | 2009-07-16 | 2010-05-12 | 50968 | 43182 | 7786 | 7786 |
| 4900 SHS ABERDEEN ASIA-PAC INC | P | 2010-02-24 | 2010-10-19 | 33172 | 31311 | 1861 | 1861 |
| 900 SHS WINDSTREAM CORP | P | 2010-03-05 | 2010-06-22 | 10188 | 9342 | 846 | 846 |
| 800 SHS EATON VANCE TAX MANAGED | P | 2009-06-01 | 2010-05-21 | 10132 | 11304 | -1172 | -1172 |
| 500 SHS BP PLC | P | 2009-07-31 | 2010-06-10 | 15880 | 26430 | -10550 | -10550 |
| 300 SHS ABERDEEN ASIA-PAC INC | P | 2010-02-24 | 2010-10-19 | 2031 | 1917 | 114 | 114 |
| 100 SHS WINDSTREAM CORP | P | 2010-03-05 | 2010-06-22 | 1132 | 1043 | 89 | 89 |
| 800 SHS EATON VANCE TAX MANAGED | P | 2009-06-01 | 2010-05-21 | 10132 | 11304 | -1172 | -1172 |
| 9433 SHS OPP AMT FREE MUNI CL A | P | 2009-09-10 | 2010-04-16 | 60749 | 59999 | 750 | 750 |
| 400 SHS ABERDEEN ASIA-PAC INC | P | 2010-02-24 | 2010-10-19 | 2708 | 2556 | 152 | 152 |
| 402 WINDSTREAM CORP | P | 2010-03-05 | 2010-06-22 | 4551 | 4303 | 248 | 248 |
| 1200 SHS EATON VANCE TAX MANAGED | P | 2009-06-01 | 2010-05-21 | 15198 | 16956 | -1758 | -1758 |
| 3000 SHS SOUTHERN COMPANY | P | 2009-09-10 | 2010-06-22 | 101462 | 93903 | 7559 | 7559 |
| 900 SHS AT&T INC | P | 2010-03-05 | 2010-06-22 | 22851 | 22455 | 396 | 396 |
| 402 SHS WINDSTREAM CORP | P | 2010-03-05 | 2010-06-22 | 4551 | 4303 | 248 | 248 |
| 100 SHS EATON VANCE TAX MANAGED | P | 2009-06-01 | 2010-05-21 | 1267 | 1413 | -146 | -146 |
| 10233 SHS OPP AMT FREE MUNI CL A | P | 2009-10-07 | 2010-04-16 | 65901 | 69999 | -4098 | -4098 |
| 100 SHS AT&T INC | P | 2010-03-05 | 2010-06-22 | 2539 | 2500 | 39 | 39 |
| 1000 SHS XCEL ENERGY INC | P | 2010-03-05 | 2010-06-22 | 21161 | 21184 | -23 | -23 |
| 100 SHS REYNOLDS AMERICAN INC | P | 2009-06-12 | 2010-05-21 | 5128 | 4660 | 468 | 468 |
| 162 SHS EATON VANCE TAX MANAGED | P | 2009-10-07 | 2010-05-21 | 2052 | 2221 | -169 | -169 |
| 500 SHS DOMINION RES INC | P | 2010-03-05 | 2010-06-22 | 20871 | 19490 | 1381 | 1381 |
| 1000 SHS VERIZON COMMUNICATIONS | P | 2010-03-05 | 2010-06-29 | 28323 | 29213 | -890 | -890 |
| 251 SHS REYNOLDS AMERICAN INC | P | 2009-06-12 | 2010-05-21 | 12872 | 11696 | 1176 | 1176 |
| 200 SHS SPDR GOLD TRUST | P | 2009-10-26 | 2010-05-13 | 24212 | 20480 | 3732 | 3732 |
| 500 SHS DOMINION RES INC | P | 2010-03-05 | 2010-06-22 | 20871 | 19484 | 1387 | 1387 |
| 140 SHS EATON VANCE TAX MANAGED | P | 2010-04-09 | 2010-05-21 | 1773 | 2001 | -228 | -228 |
| 99 SHS REYNOLDS AMERICAN INC | P | 2009-06-19 | 2010-05-21 | 5077 | 4629 | 448 | 448 |
| 1250 ISHARES SILVER | P | 2009-10-26 | 2010-11-10 | 33051 | 21152 | 11899 | 11899 |
| 500 SHS IOWA TELECOMMUNICATIONS | P | 2010-03-05 | 2010-06-02 | 3950 | 3917 | 33 | 33 |
| 900 SHS SPDR GOLD TRUST | P | 2010-04-12 | 2010-05-13 | 108953 | 102615 | 6338 | 6338 |
| 1500 SHS PENN VA RESRCS PRTNRS LP | P | 2009-07-07 | 2010-04-13 | 35189 | 22350 | 12839 | 12839 |
| 158 SHS EATON VANCE TAX MANAGED | P | 2010-01-07 | 2010-05-21 | 2001 | 2293 | -292 | -292 |
| 500 SHS IOW TELECOMMUNICATIONS | P | 2010-03-05 | 2010-06-02 | 3950 | 3917 | 33 | 33 |
| 5000 SHS ISHARES SILVER | P | 2010-04-12 | 2010-11-10 | 132206 | 90655 | 41551 | 41551 |
| 500 SHS PENN VA RESRCS PRTNRS LP | P | 2009-07-07 | 2010-04-13 | 11745 | 7450 | 4295 | 4295 |
| CHICAGO IL BOARD OF SPEC EDUC BOND | P | 2010-01-07 | 2010-08-09 | 51757 | 50989 | 768 | 768 |
| 700 SHS NISOURCE INC | P | 2010-03-05 | 2010-06-22 | 10795 | 10756 | 39 | 39 |
| 1000 PG&E CORP | P | 2010-04-22 | 2010-06-22 | 42893 | 42789 | 104 | 104 |
| 1000 SHS SUBURBAN PROPANE | P | 2009-07-07 | 2010-05-21 | 44396 | 41300 | 3096 | 3096 |
| ILLINOIS ST BUILD AMERICA BOND | P | 2010-02-10 | 2010-06-22 | 63073 | 67176 | -4103 | -4103 |
| 300 SHS NISOURCE INC | P | 2010-03-05 | 2010-06-22 | 4626 | 4608 | 18 | 18 |
| 2000 SHS VODAFONE GROP PLC | P | 2010-04-22 | 2010-06-29 | 42942 | 45940 | -2998 | -2998 |
| 1000 SHS AMERIGAS PARTNERS, LP | P | 2009-07-07 | 2010-05-21 | 37011 | 34560 | 2451 | 2451 |
| 200000 SHS TEXAS ST OR ISSUES DATED | P | 2010-02-12 | 2010-05-19 | 214000 | 202665 | 11335 | 11335 |
| 700 SHS SPECTRA ENERGY CORP | P | 2010-03-05 | 2010-06-22 | 15037 | 15488 | -451 | -451 |
| 200000 SHS WAL-MART STORES | P | 2010-04-26 | 2010-08-24 | 217506 | 197042 | 20464 | 20464 |
| 166 SHS EATON VANCE TAX MANAGED | P | 2009-07-08 | 2010-05-21 | 2102 | 2346 | -244 | -244 |
| ILLINOIS ST BUILD AMERICA BOND | P | 2010-02-12 | 2010-06-22 | 67925 | 72189 | -4264 | -4264 |
| 300 SHS SPECTRA ENERGY CORP | P | 2010-03-05 | 2010-06-22 | 6444 | 6636 | -192 | -192 |
| 30000 SHS WAL-MART STORES | P | 2010-05-04 | 2010-08-24 | 32626 | 30415 | 2211 | 2211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 184203 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 151070 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5771 | InvestmentIncomeExciseTax |
| Subtotal | 5771 | Subtotal |
| Tax Based On Investment Income | 5771 | TaxBasedOnInvestmentIncome |
| Tax Due | 5771 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NA | WebsiteAddress |
| Books In Care Of Person Name | EDWARD MCCARTHY JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9043889979 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 LAKESIDE DRIVE 804 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322103362 | ZIPCode |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD MCCARTHY JR | ||||||||
| 4401 LAKESIDE DRIVE 804 | JACKSONVILLE | FL | 32210 | TRUSTEE | 4.00 | 0 | 0 | 0 |
| KENDALL G DURKEE | ||||||||
| 4915 RIVER POINT ROAD | JACKSONVILLE | FL | 32207 | TRUSTEE | 1.00 | 8000 | 0 | 0 |
| EDWARD MCCARTHY III | ||||||||
| 4815 APACHE AVENUE | JACKSONVILLE | FL | 32210 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5102867 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5102867 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 5102867 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 76543 | CashDeemedCharitable |
| Net Noncharitable Assets | 5026324 | NetNoncharitableAssets |
| Minimum Investment Return | 251316 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 251316 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5771 | TaxBasedOnInvestmentIncome |
| Total Tax | 5771 | TotalTax |
| Distributable Amount Before Adj | 245545 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 245545 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 245545 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 269250 | ExpensesAndContributions |
| Qualifying Distributions | 269250 | QualifyingDistributions |
| Adj Qualifying Distributions | 269250 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 245545 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 7508 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 7508 | TotalExcessDistriCarryover |
| Qualifying Distributions | 269250 | QualifyingDistributions |
| Applied To Current Year | 245545 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23705 | RemainingDistriFromCorpus |
| Total Corpus | 31213 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 31213 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 7508 | ExcessFromYear1 |
| Excess From Current Year | 23705 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | EDWARD MCCARTHY II | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 LAKESIDE DRIVE | AddressLine1 |
| Address Line2 | APT 804 | AddressLine2 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9043889979 | RecipientPhoneNumber |
| Form And Info And Materials | THE FOUNDATION ACCEPTS WRITTEN REQUESTS FROM CHARITABLE ORGANIZATIONS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | PREFERENCE GIVEN TO MINISTRIES FUNDED BY BREWSTER J. DURKEE PRIOR TO HIS DEATH. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (55 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| BUILDERS OF THE FAITH | |||||
| 7579-6 103RD STREET | JACKSONVILLE | FL | 32210 | UNRESTRICTED | $35,000 |
| NSCDA IN STATE OF FL | |||||
| 28 CADIZ STREET | ST AUGUSTINE | FL | 32084 | UNRESTRICTED | $30,000 |
| FIRST PRESBYTERIAN CHURCH | |||||
| 118 E MONROE STREET | JACKSONVILLE | FL | 32206 | UNRESTRICTED | $28,500 |
| INT COOPERATING MINISTRIE | |||||
| 606 ABERDEEN ROAD | HAMPTON | VA | 23661 | UNRESTRICTED | $15,000 |
| YOUNG LIFE JACKSONVILLE | |||||
| 1100 STOCKTON STREET | JACKSONVILLE | FL | 32203 | UNRESTRICTED | $11,000 |
| WOLFSON'S CHILDREN'S HOSP | |||||
| 800 PRUDENTIAL DRIVE | JACKSONVILLE | FL | 32207 | UNRESTRICTED | $8,750 |
| CITY RESCUE MISSION | |||||
| 426 S MCDUFF AVENUE | JACKSONVILLE | FL | 32254 | UNRESRICTED | $8,500 |
| FLORIDA SHERIFFS YOUTH | |||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | UNRESTRICTED | $7,500 |
| BOYS HOME ASSOCIATION | |||||
| 2354 UNIVERSITY BLVD N | JACKSONVILLE | FL | 32211 | UNRESTRICTED | $7,000 |
| HOPE OUTREACH MINISTRY | |||||
| 2137 N LIBERTY STREET | JACKSONVILLE | FL | 32206 | UNRESTRICTED | $7,500 |
| SALVATION ARMY NE FLORIDA | |||||
| 328 N OCEAN STREET | JACKSONVILLE | FL | 32202 | UNRESTRICTED | $6,000 |
| RIVER CITY CHURCH | |||||
| 7950 BELFORT PKWAY 900 | JACKSONVILLE | FL | 32256 | UNRESTRICTED | $5,000 |
| KINGDOM FELLOWSHIP INC | |||||
| 580 ELLIS ROAD SOUTH | JACKSONVILLE | FL | 32254 | UNRESTRICTED | $4,900 |
| PRISONERS OF CHRIST | |||||
| 2576 EDISON AVENUE | JACKSONVILLE | FL | 32204 | UNRESTRICTED | $4,500 |
| RONALD MCDONALD HOUSE | |||||
| 824 CHILDRENS WAY | JACKSONVILLE | FL | 32207 | UNRESTRICTED | $4,500 |
| ST MARK'S EPISCOPAL DAY | |||||
| 4114 OXFORD AVENUE | JACKSONVILLE | FL | 32210 | UNRESTRICTED | $4,000 |
| IM SULZBACHER CENTER | |||||
| 611 E ADAMS STREET | JACKSONVILLE | FL | 32202 | UNRESTRICTED | $4,000 |
| ST MARK'S EPISCOPAL | |||||
| 4129 OXFORD AVENUE | JACKSONVILLE | FL | 32210 | UNRESTRICTED | $3,750 |
| CATHOLIC CHARITIES | |||||
| 134 E CHURCH STREET | JACKSONVILLE | FL | 32206 | UNRESTRICTED | $3,500 |
| MENINAK FOUNDATION | |||||
| PO BOX 8626 | JACKSONVILLE | FL | 32239 | UNRESTRICTED | $3,500 |
| JAX HISTORICAL SOCIETY | |||||
| 317 A PHILIP RANDOLPH BLV | JACKSONVILLE | FL | 32202 | UNRESTRICTED | $3,500 |
| LUTHERAN SOCIAL SERVICES | |||||
| 4615 PHILLIPS HIGHWAY | JACKSONVILLE | FL | 32207 | UNRESTRICTED | $3,000 |
| AMERICAN CANCER SOCIETY | |||||
| 1430 PRUDENTIAL DRIVE | JACKSONVILLE | FL | 32207 | UNRESTRICTED | $3,000 |
| UNITED WAY OF NORTHEAST | |||||
| 1301 RIVERPLACE BLVD 400 | JACKSONVILLE | FL | 32207 | UNRESTRICTED | $3,000 |
| HEALING TOUCH MINISTRIES | |||||
| 4807 WATER OAK LANE | JACKSONVILLE | FL | 32210 | UNRESTRICTED | $3,000 |
| POTTER'S HOUSE CHURCH | |||||
| 5732 NORMANDY BLVD 7 | JACKSONVILLE | FL | 32205 | UNRESTRICTED | $3,000 |
| DANIEL FOUNDATION | |||||
| 4203 SOUTHPOINT BOULEVARD | JACKSONVILLE | FL | 32216 | UNRESTRICTED | $3,000 |
| AMERICAN RED CROSS | |||||
| 751 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | UNRESTRICTED | $3,000 |
| FIRST COAST CHRISTIAN | |||||
| PO BOX 5765 | JACKSONVILLE | FL | 32247 | UNRESTRICTED | $3,400 |
| YOUNG LIFE ST AUGUSTINE | |||||
| 65 VALENCIA STREET | ST AUGUSTINE | FL | 32084 | UNRESTRICTED | $2,500 |
| TRINITY RESCUE MISSION | |||||
| 627 W BEAVER STREET | JACKSONVILLE | FL | 32206 | UNRESTRICTED | $2,500 |
| WOUNDED WARRIOR PROJECT | |||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | UNRESTRICTED | $2,500 |
| SIM USA | |||||
| PO BOX 7900 | CHARLOTTE | NC | 28241 | UNRESTRICTED | $2,500 |
| CHRISTIAN HEALING MINISTR | |||||
| 438 W 67TH STREET | JACKSONVILLE | FL | 32208 | UNRESTRICTED | $2,500 |
| CAMPUS CRUSADE FOR CHRIST | |||||
| 5860 MOUNT CARMEL TER | JACKSONVILLE | FL | 32216 | UNRESTRICTED | $2,000 |
| INT ENGLISH & CULTURAL | |||||
| 2636 QUEENSLAND DRIVE | ELLICOTT CITY | MD | 21042 | UNRESTRICTED | $2,000 |
| YOUNG LIFE CAPERNAUM | |||||
| 1100 STOCKTON STREET | JACKSONVILLE | FL | 32203 | UNRESTRICTED | $2,000 |
| JACKSONVILLE SYMPHONY | |||||
| 300 WATER STREET STE 200 | JACKSONVILLE | FL | 32202 | UNRESTRICTED | $2,000 |
| BAPTIST HEALTH FOUNDATION | |||||
| 841 PRUDENTIAL DR STE 13 | JACKSONVILLE | FL | 32207 | UNRESTRICTED | $2,000 |
| ST VINCENT'S HOSPITAL | |||||
| 1 SHIRCLIFF WAY | JACSKONVILLE | FL | 32204 | UNRESTRICTED | $4,000 |
| EPISCOPAL OUTREACH | |||||
| 4815 EXECUTIVE PARK CT | JACKSONVILLE | FL | 32216 | UNRESTRICTED | $2,000 |
| N FL SCHOOL SPEC EDUC | |||||
| 223 MILL CREEK ROAD | JACKSONVILLE | FL | 32211 | UNRESTRICTED | $2,000 |
| ST JOHNS RIVERKEEPER | |||||
| 2800 UNIVERSITY BLVD N | JACKSONVILLE | FL | 32211 | UNRESTRICTED | $1,000 |
| FLORIDA BAPTIST CHILDRENS | |||||
| 2300 BARTRAM ROAD | JACKSONVILLE | FL | 32207 | UNRESTRICTED | $1,000 |
| CHILDREN'S HOME SOCIETY | |||||
| 1485 S SEMORAN BLVD 1448 | WINTER PARK | FL | 32792 | UNRESTRICTED | $1,000 |
| SECOND HARVEST FOOD BANK | |||||
| 1502 JESSIE STREET | JACKSONVILLE | FL | 32206 | UNRESTRICTED | $1,000 |
| LEN MINISTRIES | |||||
| 13856 DANFORTH DRIVE S | JACKSONVILLE | FL | 32224 | UNRESTRICTED | $1,000 |
| JAX EPISCOPAL HIGH SCHOOL | |||||
| 4455 ATLANTIC BOULEVARD | JACKSONVILLE | FL | 32207 | UNRESTRICTED | $1,000 |
| SPECIAL OLYMPICS | |||||
| PO BOX 50819 | JACKSONVILLE BEACH | FL | 32240 | UNRESTRICTED | $500 |
| MCLAUGLIN FOUNDATION | |||||
| 1100 STOCKTON STREET | JACKSONVILLE | FL | 32203 | FOR BENEFIT OF YOUNG LIFE | $500 |
| VOLUNTEERS IN MEDICINE | |||||
| 41 E DUVAL STREET | JACKSONVILLE | FL | 32202 | UNRESTRICTED | $500 |
| ST LABRE INDIAN SCHOOL | |||||
| PO BOX 216 | ASHLAND | MT | 59003 | UNRESTRICTED | $250 |
| ST BONAVENTURE INDIAN | |||||
| 25 MAVARRE BLVD W | TOREAU | NM | 87323 | UNRESTRICTED | $250 |
| SOUTHWEST INDIAN | |||||
| PO BOX 906 | BROKEN ARROW | OK | 74013 | UNRESTRICTED | $250 |
| ONE JAX INC | |||||
| 1022 PARK STREET 302 | JACKSONVILLE | FL | 32204 | UNRESTRICTED | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 269250 | 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 | $3,581 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $178,440 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $72 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,210 | ExclusionAmount |
| Related Or Exempt Function Income | 164993 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| ENTERPRISE PRODUCTS PTRS LP | 211110 | -$981 |
| NUSTAR ENERGY LP | 211110 | -$1,065 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$2,046 | UnrelatedBusinessIncomeAmount |
| Exclusion | $201,303 | ExclusionAmount |
| Related Or Exempt Function Income | 164993 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 364250 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | ESTATE OF BREWSTER DURKEE | 4401 LAKESIDE DRIVE UNIT 804 | JACKSONVILLE | FL | 32244 | 7873471 | X | X |
| 2 | SEMMES FOUNDATION | 4401 LAKESIDE DRIVE UNIT 804 | JACKSONVILLE | FL | 32244 | 52922 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | STOCKS AND BONDS | NoncashPropertyDescription |
| Fair Market Value | 6110055 | FairMarketValue |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEE | Category |
| Amount | $850 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| EDWARD MCCARTHY JR |
| KENDALL G DURKEE |
| EDWARD MCCARTHY III |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| EQUITIES | 560034 | 560034 |
| MUTUAL FUNDS | 1454927 | 1454927 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 5875487 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 5875487 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| MERRILL LYNCH MANGEMENT FEE | 80 | 80 |
| PUBLIC NOTICE | 27 | |
| REFUND | 645 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| EST OF DURKEE-PORTFOLIO INC | 72 | 72 | 72 |
| ENTERPRISE PRODUCTS PTRS LP | -981 | -981 | |
| NUSTAR ENERGY LP | -1065 | -1065 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF BREWSTER DURKEE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 LAKESIDE DRIVE | AddressLine1 |
| Address Line2 | UNITE 804 | AddressLine2 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322103362 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | Category |
| Amount | $2,368 | Amount |
| Net Investment Income | 2368 | NetInvestmentIncome |