KAHLE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KAHLE FOUNDATION INC (EIN 65-0754647)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201131329349100148
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T15:34:53-05:00 | 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 | 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 | 2010-01-01 | 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 | 2011-05-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREA B THURN | Name |
| Phone | 7725624158 | Phone |
| 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 | 759502 | 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 | 12985 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12985 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 28366 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 36216 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 28366 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 41412 | TotalRevenueAndExpenses |
| Total Net Investment Income | 41351 | 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 |
| 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 | 1311 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1311 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 30700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 30700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 32011 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32011 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 9401 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 41351 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | -1398 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13967 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13967 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 553764 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 545914 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 631279 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 110235 | InvestmentsOtherBOY |
| Investments Other EOY | 112121 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 114256 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 662601 | TotalAssetsBOY |
| Total Assets EOY | 672002 | TotalAssetsEOY |
| Total Assets EOYFMV | 759502 | 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 | 662601 | RetainedEarningsBOY |
| Retained Earnings EOY | 672002 | RetainedEarningsEOY |
| Total Net Assets BOY | 662601 | TotalNetAssetsBOY |
| Total Net Assets EOY | 672002 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 662601 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 672002 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 662601 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 9401 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 672002 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 672002 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 400 SHS CATERPILLAR INC. | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2000-06-06 | DateAcquired |
| Date Sold | 2010-12-13 | DateSold |
| Gross Sales Price | 36216 | GrossSalesPrice |
| Cost Or Other Basis | 7850 | CostOrOtherBasis |
| Gain Or Loss | 28366 | GainOrLoss |
| Gains Minus Excess Or Losses | 28366 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 28366 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 31911 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 615967 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051806 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 49416 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 759821 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.065036 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 59665 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 927369 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064338 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 87564 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 834860 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.104885 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 79615 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 808724 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.098445 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.384510 | TotalDistributionRatio |
| Average Distribution Ratio | 0.076902 | AverageDistributionRatio |
| Net Noncharitable Assets | 705454 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 54251 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 414 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 54665 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32011 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 827 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 827 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 827 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 497 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 497 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 330 | 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 | 707213 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8984 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 716197 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 716197 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10743 | CashDeemedCharitable |
| Net Noncharitable Assets | 705454 | NetNoncharitableAssets |
| Minimum Investment Return | 35273 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 35273 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 827 | TaxBasedOnInvestmentIncome |
| Total Tax | 827 | TotalTax |
| Distributable Amount Before Adj | 34446 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 34446 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 34446 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32011 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 32011 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 32011 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 34446 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 46595 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 13952 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 12184 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1376 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 74107 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32011 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32011 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2435 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2435 | ExcessDistriCyovAppliedCY |
| Total Corpus | 71672 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 71672 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 44160 | ExcessFromYear4 |
| Excess From Year3 | 13952 | ExcessFromYear3 |
| Excess From Year2 | 12184 | ExcessFromYear2 |
| Excess From Year1 | 1376 | 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 |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLR | NEW YORK | NY | 10004 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $250 |
| ADULT LITERACY | |||||||
| 1600 21ST STREET | 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 |
| ARC OF IRC INC | |||||||
| 1375 16TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $250 |
| 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 | $2,250 |
| CU GENERAL FUND | |||||||
| 914 BROADWAY 3RD FLOOR | BOULDER | CO | 803090095 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 |
| DOLLARS FOR SCHOLARS | |||||||
| PO BOX 1820 | VERO BEACH | FL | 32961 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $300 |
| EDUCATION FOUNDATION | |||||||
| PO BOX 7046 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $100 |
| 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 | $3,250 |
| GIFFORD YOUTH ACTIVITIES CENTER | |||||||
| 4875 43RD AVENUE | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 |
| HARVEST FOOD & OUTREACH | |||||||
| 1050 OLD DIXIE HWY SW | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 |
| HIBISCUS CHILDREN'S CENTER | |||||||
| PO BOX 305 | JENSEN BEACH | FL | 34958 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 |
| HOMELESS FAMILY CENTER | |||||||
| 715 4TH PLACE | VERO BEACH | FL | 32962 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,750 |
| INDIAN RIVER HABITAT FOR HUMANITY | |||||||
| 4568 US HIGHWAY 1 | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 |
| INDIAN RIVER STATE COLLEGE FOUNDATION | |||||||
| 3209 VIRGINIA AVENUE | FORT PIERCE | FL | 349815596 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $250 |
| MCKEE BOTANICAL GARDEN | |||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER | |||||||
| 820 37TH PLACE | VERO BEACH | FL | 32960 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $250 |
| NEIGHBOR TO NEIGHBOR | |||||||
| PO BOX 1639 | ASPEN | CO | 81612 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 |
| PLANNED PARENTHOOD OF INDIAN RIVER COUNTY | |||||||
| 3106 20TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,200 |
| ROARING FORK CONSERVANCY | |||||||
| PO BOX 3349 | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 |
| SAINT EDWARD'S SCHOOL | |||||||
| 1895 ST EDWARDS DRIVE | VERO BEACH | FL | 329632699 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,500 |
| SCOTT CONNELLY MEDICAL TRUST | |||||||
| 979 BEACHLAND BLVD | VERO BEACH | FL | 32963 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 |
| SPECIAL EQUESTRIANS OF THE TREASURE COAST | |||||||
| PO BOX 651312 | VERO BEACH | FL | 32965 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $200 |
| THE INDIAN RIVER COMMUNITY FOUNDATION | |||||||
| POB 643446 | VERO BEACH | FL | 329643446 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $3,000 |
| THE NAVAL SPECIAL WARFARE FOUNDATION | |||||||
| POB 5965 | VIRGINIA BEACH | VA | 23471 | NONE | 501(C((3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 |
| UNITED WAY | |||||||
| PO BOX 1960 | VERO BEACH | FL | 329619950 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,500 |
| VISITING NURSE ASSOCIATION | |||||||
| 1111 36TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $750 |
| WAKE FOREST UNIVERSITY ANNUAL FUND | |||||||
| 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 | 30700 | 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 | $12,985 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $28,366 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $41,351 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 41351 | 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 | 89740 |
| OTHER LISTED STOCKS | 335587 | 541539 |
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 | 112121 | BookValue |
| EOYFMV | 114256 | 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 |