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COMMUNITY FOUNDATION MARTIN ST LUCIE INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION MARTIN ST LUCIE INC (EIN 65-0024030)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-02-23
IRS object ID
202630549349301048
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-23T14:49:20-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383635706PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15070 HIGHWAY A1A STE 250AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650024030EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COMMUNITY FOUNDATION -BusinessNameLine1Txt
Business Name Line2MARTIN / ST LUCIE INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone7722883795PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1851 SE MONTEREY COMMONS BLVDAddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34994ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLYN STEVENSONPersonNm
Person TitleCHAIRPersonTitleTxt
Phone7722883795PhoneNum
Signature2026-02-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH A CRUM CPAPreparerPersonNm
PTINP00282890PTIN
Phone7722348484PhoneNum
Preparation2026-02-19PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELLYN STEVENSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1851 SE MONTEREY COMMONS BLVDAddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34994ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,517,016GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THECOMMUNITYFOUNDATIONMARTINSTLUCIE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTHE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS ENGAGED IN CARRYING OUT THE PHILANTHROPIC DESIRES AND INTENTIONS OF OUR DONORS/FUNDHOLDERS BY PROVIDING ASSISTANCE TO FACILITATE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. ASSISTANCE PROVIDED MAY INCLUDE RESEARCH, VETTING OF CHARITIES AND FOLLOW-UP REPORTING TO ENSURE IMPACT AND USE OF CONTRIBUTIONS/GRANT FUNDS. BY SUCCESSFULLY INVESTING OUR CLIENTS' CHARITABLE ASSETS, THE COMMUNITY FOUNDATION PRESERVES AND WORKS TO GROW COMMUNITY CAPITAL IN PERPETUITY. WE ASSIST OUR LIVING FUNDHOLDERS BY NAVIGATING THE LANDSCAPE OF CHARITABLE ORGANIZATIONS IN THE REGION AND THROUGHOUT THE UNITED STATES SO THAT THEY CAN MAKE HIGH IMPACT, WELL-STRUCTURED GIFTS THAT BETTER THE LIVES OF OTHERS. THE COMMUNITY FOUNDATION HONORS THE INTENTIONS AND INTERESTS OF DECEASED FUNDHOLDERS THROUGH GRANT MAKING ACTIVITIES BASED ON THEIR WISHES AND GUIDELINES.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$18,059,120PYContributionsGrantsAmt
CY Contributions Grants$7,139,213CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,226,414PYInvestmentIncomeAmt
CY Investment Income$2,521,543CYInvestmentIncomeAmt
PY Other Revenue$630,271PYOtherRevenueAmt
CY Other Revenue$856,260CYOtherRevenueAmt
PY Total Revenue$20,915,805PYTotalRevenueAmt
CY Total Revenue$10,517,016CYTotalRevenueAmt
PY Grants And Similar Paid$4,761,226PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,297,341CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$500,124PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$540,621CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$74,031CYTotalFundraisingExpenseAmt
PY Other Expenses$1,338,184PYOtherExpensesAmt
CY Other Expenses$1,722,853CYOtherExpensesAmt
PY Total Expenses$6,599,534PYTotalExpensesAmt
CY Total Expenses$8,560,815CYTotalExpensesAmt
PY Revenues Less Expenses$14,316,271PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,956,201CYRevenuesLessExpensesAmt
Total Assets BOY$58,468,562TotalAssetsBOYAmt
Total Assets EOY$63,593,879TotalAssetsEOYAmt
Total Liabilities BOY$1,358,256TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,214,169TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$57,110,306NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$62,379,710NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE COMMUNITY FOUNDATION - MARTIN/ST. LUCIE, INC. IS TO INSPIRE PHILANTHROPY THROUGH THE ESTABLISHMENT OF CHARITABLE GIVING FUNDS TO IMPACT COMMUNITIES ACROSS THE UNITED STATES AND AROUND THE GLOBE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,848,544ExpenseAmt
Grant$6,297,341GrantAmt
DescSCHOLARSHIPS AND GRANTSSCHOLARSHIPS ARE AWARDED TO VARIOUS STUDENTS IN THE MARTIN COUNTY, FL COMMUNITY, UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AND CONTINUING OR ADULT EDUCATION TUITION EXPENSES. FOLLOWING A FORMAL SUBMISSION AND SELECTION PROCESS, SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS.GRANTS ARE AWARDED TO ORGANIZATIONS BASED ON DONOR RECOMMENDATIONS. THESE FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF FIELDS OF INTEREST AND CAUSES, INCLUDING, BUT NOT LIMITED TO, LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, ARTS CULTURE, ENVIRONMENT AND ANIMAL WELFARE.Desc
Total Program Service Expenses$7,848,544TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH BARBELLABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7722883795PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1851 SE MONTEREY COMMONS BLVDAddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34994ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JOHN DOODY
DIRECTOR5.00Yes (X)$0$0$0
KENNETH A NORMAN
DIRECTOR5.00Yes (X)$0$0$0
ELLYN STEVENSON
CHAIR5.00Yes (X)$0$0$0Yes (X)
THEORA G WEBB
VICE CHAIR5.00Yes (X)$0$0$0Yes (X)
NANCY CROWDER-MCCOY
TREASURER5.00Yes (X)$0$0$0Yes (X)
BRIAN E FOSS
SECRETARY5.00Yes (X)$0$0$0Yes (X)
KELLY BUIST
VICE CHAIR5.00Yes (X)$0$0$0Yes (X)
LINDA HOUSTON
DIRECTOR5.00Yes (X)$0$0$0
MICHAEL A KELLY
DIRECTOR5.00Yes (X)$0$0$0
TOM LYTLE
DIRECTOR5.00Yes (X)$0$0$0
GYTHA VON ALDENBRUCK
DIRECTOR5.00Yes (X)$0$0$0
JOHN E TRANTER
DIRECTOR5.00Yes (X)$0$0$0
ELIZABETH BARBELLA
PRESIDENT & CEO40.00$243,072$0$27,765Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$243,072TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$27,765TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SPOT ON STRATEGIES LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line13901 NE SUGARHILL AVENUEAddressLine1Txt
CityJENSEN BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34957ZIPCd
FieldValueIRS element (for citing)
ServicesSTRATEGIC PLANNING FOR GRANTEESServicesDesc
Compensation$232,500CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$7,139,213AllOtherContributionsAmt
Noncash Contributions$3,405,020NoncashContributionsAmt
Total Contributions$7,139,213TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,028,162TotalRevenueColumnAmt
Exclusion$2,028,162ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$493,381SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$493,381SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$493,381TotalRevenueColumnAmt
Exclusion$493,381ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PHILANTHROPIC ADVISORY FEES541610$691,374$691,374
OTHER INCOME900099$164,886$164,886
FieldValueIRS element (for citing)
Other Revenue Total$856,260OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,517,016TotalRevenueColumnAmt
Related Or Exempt Func Income$856,260RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,521,543ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,986,417TotalAmt
Program Services$5,986,417ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$310,924TotalAmt
Program Services$310,924ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$235,000TotalAmt
Program Services$164,500ProgramServicesAmt
Management And General$58,750ManagementAndGeneralAmt
Fundraising$11,750FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$213,101TotalAmt
Program Services$149,171ProgramServicesAmt
Management And General$53,275ManagementAndGeneralAmt
Fundraising$10,655FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,061TotalAmt
Program Services$14,743ProgramServicesAmt
Management And General$5,265ManagementAndGeneralAmt
Fundraising$1,053FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,237TotalAmt
Program Services$26,766ProgramServicesAmt
Management And General$9,559ManagementAndGeneralAmt
Fundraising$1,912FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,222TotalAmt
Program Services$23,255ProgramServicesAmt
Management And General$8,306ManagementAndGeneralAmt
Fundraising$1,661FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$682,708TotalAmt
Program Services$512,031ProgramServicesAmt
Management And General$136,542ManagementAndGeneralAmt
Fundraising$34,135FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$94,337TotalAmt
Program Services$66,036ProgramServicesAmt
Management And General$23,584ManagementAndGeneralAmt
Fundraising$4,717FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$307,768TotalAmt
Management And General$307,768ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$60,839TotalAmt
Program Services$54,755ProgramServicesAmt
Management And General$3,042ManagementAndGeneralAmt
Fundraising$3,042FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,768TotalAmt
Program Services$22,938ProgramServicesAmt
Management And General$8,192ManagementAndGeneralAmt
Fundraising$1,638FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,733TotalAmt
Program Services$8,214ProgramServicesAmt
Management And General$2,932ManagementAndGeneralAmt
Fundraising$587FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$51,816TotalAmt
Program Services$36,271ProgramServicesAmt
Management And General$12,954ManagementAndGeneralAmt
Fundraising$2,591FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,529TotalAmt
Program Services$9,397ProgramServicesAmt
Management And General$3,132ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,624TotalAmt
Program Services$2,624ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,363TotalAmt
Program Services$873ProgramServicesAmt
Management And General$3,490ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM SUPPORT$441,935$441,935
DUES & SUBSCRIPTIONS$11,338$11,338
PROFESSIONAL DEVELOPMEN$5,796$4,057$1,449$290
MISCELLANEOUS EXPENSES$2,299$2,299

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,560,815TotalAmt
Program Services$7,848,544ProgramServicesAmt
Management And General$638,240ManagementAndGeneralAmt
Fundraising$74,031FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$18,328BOYAmt
EOY$21,451EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,411,359BOYAmt
EOY$974,577EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,392BOYAmt
EOY$14,255EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$21,413LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,679LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,203BOYAmt
EOY$2,734EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$56,805,285BOYAmt
EOY$62,400,821EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$219,995BOYAmt
EOY$180,041EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$58,468,562BOYAmt
EOY$63,593,879EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,182BOYAmt
EOY$47,306EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$80,755BOYAmt
EOY$279,312EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,262,319BOYAmt
EOY$887,551EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,358,256BOYAmt
EOY$1,214,169EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$49,630,978BOYAmt
EOY$54,459,197EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,479,328BOYAmt
EOY$7,920,513EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$57,110,306BOYAmt
EOY$62,379,710EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$58,468,562BOYAmt
EOY$63,593,879EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,956,201ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,313,203NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,716,714CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,240,393CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,573,835CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,059,120CurrentTaxYearMinus1YearAmt
Current Tax Year$7,139,213CurrentTaxYearAmt
Total$51,729,275TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,716,714CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,240,393CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,573,835CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,059,120CurrentTaxYearMinus1YearAmt
Current Tax Year$7,139,213CurrentTaxYearAmt
Total$51,729,275TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$21,744,860SubstantialContributorsTotAmt
Public Support Total170$29,984,415PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$404,578CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$435,860CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$836,993CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,692,685CurrentTaxYearMinus1YearAmt
Current Tax Year$2,028,162CurrentTaxYearAmt
Total$5,398,278TotalAmt
FieldValueIRS element (for citing)
Total Support$57,127,553TotalSupportAmt
Public Support CY1700.52490PublicSupportCY170Pct
Public Support PY1700.52230PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held75DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held125FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$4,196,538DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$4,966,941FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$4,857,054DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,440,287FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$33,371,552DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$29,701,530FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,793,323BeginningYearBalanceAmt
Investment Earnings Or Losses$1,476,042InvestmentEarningsOrLossesAmt
Grants Or Scholarships$492,346GrantsOrScholarshipsAmt
Administrative Expenses$310,753AdministrativeExpensesAmt
End Year Balance$14,466,266EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,023,179BeginningYearBalanceAmt
Contributions$27,180ContributionsAmt
Investment Earnings Or Losses$1,519,135InvestmentEarningsOrLossesAmt
Grants Or Scholarships$474,623GrantsOrScholarshipsAmt
Administrative Expenses$301,548AdministrativeExpensesAmt
End Year Balance$13,793,323EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,396,287BeginningYearBalanceAmt
Investment Earnings Or Losses$1,241,180InvestmentEarningsOrLossesAmt
Grants Or Scholarships$392,079GrantsOrScholarshipsAmt
Administrative Expenses$222,209AdministrativeExpensesAmt
End Year Balance$13,023,179EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,112,170BeginningYearBalanceAmt
Investment Earnings Or Losses-$1,660,018InvestmentEarningsOrLossesAmt
Grants Or Scholarships$800,756GrantsOrScholarshipsAmt
Administrative Expenses$255,109AdministrativeExpensesAmt
End Year Balance$12,396,287EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,902,825BeginningYearBalanceAmt
Contributions$37,000ContributionsAmt
Investment Earnings Or Losses$3,060,492InvestmentEarningsOrLossesAmt
Grants Or Scholarships$636,099GrantsOrScholarshipsAmt
Administrative Expenses$252,048AdministrativeExpensesAmt
End Year Balance$15,112,170EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.81440BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.06420PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.12140TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,914OtherCostOrOtherBasisAmt
Depreciation$8,395DepreciationAmt
Book Value$519BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,499OtherCostOrOtherBasisAmt
Depreciation$10,284DepreciationAmt
Book Value$2,215BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,734TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
FUNDS HELD FOR AGENCIES$693,372
OPERATING LEASE OBLIGATION$194,179
FieldValueIRS element (for citing)
Total Liability$887,551TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$13,522,451TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,313,203NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,313,203RevenueNotReportedAmt
Revenue Subtotal$10,209,248RevenueSubtotalAmt
Investment Expenses Not Incld$307,768InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$307,768RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,517,016TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,253,047TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,253,047ExpensesSubtotalAmt
Investment Expenses Not Incld2$307,768InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$307,768ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,560,815TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT FUNDS DISTRIBUTE ANNUAL CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS THAT HAVE BEEN RECOMMENDED BY DONORS AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS.
PART X, LINE 2:MANAGEMENT HAS EVALUATED THE FOUNDATION'S INCOME TAX FILING POSITIONS FOR FISCAL 2022 THROUGH 2025, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2025. THE FOUNDATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE FOUNDATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2025 OR 2024, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (117 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AE BACKUS MUSEUM & GALLERY
500 N INDIAN RIVER DRIVEFORT PIERCEFL34950593075234501(C)(3)$17,500$0TO SUPPORT GENERAL OPERATING EXPENSES
ABILITY TREE INC
PO BOX 14928SPRINGFIELDMO65814273020956501(C)(3)$6,000$0TO SUPPORT GENERAL OPERATING EXPENSES
ADULT AND PEDIATRIC INSTITUTE FOUNDATION INC
1002 SE MONTEREY COMMONS BLVD SUITESTUARTFL34996992058947501(C)(3)$28,750$0TO SUPPORT GENERAL OPERATING EXPENSES203
ALLEGANY COLLEGE OF MARYLAND
12401 WILLOWBROOK ROADCUMBERLANDMD21502521308479501(C)(3)$25,161$0TO SUPPORT GENERAL OPERATING EXPENSES
AMAZON CONSERVATION TEAM
101 PARK WASHINGTON COURTFALLS CHURCHVA22046541915987501(C)(3)$25,000$0TO SUPPORT GENERAL OPERATING EXPENSES
AMERICAN CANCER SOCIETY - FLORIDA
PO BOX 17127TAMPAFL33682131788491501(C)(3)$7,006$0TO SUPPORT GENERAL OPERATING EXPENSES
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037530196605501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
ANIMAL SHELTER OF SCHOHARIE VALLEY
304 HOWES CAVE ROADHOWES CAVENY12092141627444501(C)(3)$25,000$0TO SUPPORT GENERAL OPERATING EXPENSES
ARC OF THE TREASURE COAST
2001 SOUTH KANNER HWYSTUARTFL34994596153484501(C)(3)$343,000$0TO SUPPORT GENERAL OPERATING EXPENSES; CAPITAL CAMPAIGN FOR THERAPEUTIC INTERVENTION CENTER
ARTS FOUNDATION FOR MARTIN COUNTY INC
80 SE OCEAN BLVDSTUARTFL34994650819846501(C)(3)$43,165$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT ARTS PROGRAMMING AND ACTIVITIES
BANNER LAKE CLUB INC
12212 SE LANTANA AVENUE PO BOX 1875HOBE SOUNDFL33475591093236501(C)(3)$19,220$0TO SUPPORT GENERAL OPERATING EXPENSES
BETTER TOGETHER STRENGTHENING FAMILIES INC
15275 COLLIER BLVD STE 201-284NAPLESFL34119475591391501(C)(3)$99,000$0TO SUPPORT GENERAL OPERATING EXPENSES
BIG DOG RANCH RESCUE INC
14444 OKEECHOBEE RDLOXAHATCHEEFL33470263184971501(C)(3)$11,000$0TO SUPPORT GENERAL OPERATING EXPENSES
BOYS & GIRLS CLUBS OF MARTIN COUNTY
PO BOX 910HOBE SOUNDFL33475650253002501(C)(3)$103,000$0TO SUPPORT GENERAL OPERATING EXPENSES
BOYS & GIRLS CLUBS OF ST LUCIE COUNTY
3104 AVENUE JFORT PIERCEFL34947650505369501(C)(3)$500,500$0TO SUPPORT GENERAL OPERATING EXPENSES; RENOVATION OF YOUTH CLUB
CARE
PO BOX 1870MERRIFIELDVA22116131685039501(C)(3)$82,000$0TO SUPPORT GENERAL OPERATING EXPENSES
CANINES WITH A CAUSE
4050 S 2700 EASTSALT LAKE CITYUT84124274402344501(C)(3)$7,500$0TO SUPPORT GENERAL OPERATING EXPENSES
CARIBBEAN AMERICAN CULTURAL GROUP INC
10012-14 S FEDERAL HIGHWAYPORT ST LUCIEFL34952650411523501(C)(3)$8,737$0TO SUPPORT GENERAL OPERATING EXPENSES
CATCH THE WAVE OF HOPE
PO BOX 1409PALM CITYFL34991821506411501(C)(3)$30,000$0TO SUPPORT GENERAL OPERATING EXPENSES
CENTENARY UNITED METHODIST CHURCH
14501 BEDFORD ROAD NECUMBERLANDMD21502311813333501(C)(3)$14,758$0TO SUPPORT GENERAL OPERATING EXPENSES
CHILDREN'S EMERGENCY RESOURCES INC
PO BOX 2623STUARTFL349952623593154837501(C)(3)$11,338$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT CHILDREN'S ACCESS TO MEDICAL SERVICES
CHILDREN'S GOLF FOUNDATION INC
7301 N HAVERHILL ROADRIVIERA BEACHFL33407650262208501(C)(3)$153,926$0TO SUPPORT GENERAL OPERATING EXPENSES; SUPPORT EXPANSION OF MARKETING ACTIVITIES AND STAFF
CHRISTIAN BROTHERS COLLEGE HIGH SCHOOL ALUMNI ASSOCIATION
1850 DE LA SALLE DRST LOUISMO63141320371856501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
CLEVELAND CLINIC MARTIN HEALTH FOUNDATION INC
PO BOX 9010STUARTFL34995340714585501(C)(3)$91,439$0TO SUPPORT GENERAL OPERATING EXPENSES
COME TO BELIEVE NETWORK
PO BOX 786NEW YORKNY10150831551889501(C)(3)$25,000$0TO SUPPORT GENERAL OPERATING EXPENSES
COUNCIL ON AGING OF MARTIN COUNTY INC
900 SE SALERNO ROADSTUARTFL34997521007762501(C)(3)$85,370$0TO SUPPORT GENERAL OPERATING EXPENSES
DANA-FARVER CANCER INSTITUTE
PO BOX 849168BOSTONMA02284042263040501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
DES MOINES SCHOOL DISTRICT
2100 FLEUR DRIVEDES MOINESIA50321426001433501(C)(3)$9,844$0TO SUPPORT GENERAL OPERATING EXPENSES
END IT CORPORATION
804 S 6TH STREETFORT PIERCEFL34950272859310501(C)(3)$29,500$0TO SUPPORT GENERAL OPERATING EXPENSES
ELEV8HOPE
1399 SE LEGACY COVE CIRCLESTUARTFL34997900806545501(C)(3)$8,000$0TO SUPPORT GENERAL OPERATING EXPENSES
FAMILY CHURCH
115 NE SOLIDA DRPORT ST LUCIEFL34983590725538501(C)(3)$18,000$0TO SUPPORT GENERAL OPERATING EXPENSES
FAMILY PROMISE OF MARTIN COUNTY
PO BOX 1919STUARTFL34995823848930501(C)(3)$23,000$0TO SUPPORT GENERAL OPERATING EXPENSES
FILLING MEMORIAL HOME OF MERCY INC
N160 STATE ROUTE 108NAPOLEONOH43545344481347501(C)(3)$30,000$0TO SUPPORT GENERAL OPERATING EXPENSES
FIRST TEE OF NEW HAMPSHIRE INC (THE)
22 NORTH ROADNORTH HAMPTONNH03862010749557501(C)(3)$110,000$0TO SUPPORT GENERAL OPERATING EXPENSES; CAPITAL CAMPAIGN FOR PROGRAM SERVICES AND FACILITIES
FLORIDA OCEANOGRAPHIC SOCIETY
890 NE OCEAN BLVDSTUARTFL34996591114306501(C)(3)$48,750$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT ENVIRONMENTAL EDUCATION
FORT PIERCE PAWS FOR PROGRESS INC
903 JACKSON WAYNORTH HUTCHESON ISLANDFL34949993075145501(C)(3)$6,400$0TO SUPPORT GENERAL OPERATING EXPENSES
FRED HUTCHINSON CANCER CENTER (FRED HUTCH - OBLITERIDE)
1100 FAIRVIEW AVE N MAIL STOPSEATTLEWA98109911935159501(C)(3)$5,500$0TO SUPPORT GENERAL OPERATING EXPENSESJ5-200
FRIENDS OF BEECH OUTREACH INC
5505 HESTER COURTPINEY FLATSTN37686470999634501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
FRIENDS OF THE LYRIC INC
59 SW FLAGLER AVENUESTUARTFL34994650016846501(C)(3)$132,000$0TO SUPPORT GENERAL OPERATING EXPENSES; SUPPORT HISTORICAL THEATRE BUILDING REPAIRS
GEOFFREY C SMITH GALLERIES INC
47 SW OSCEOLA STREETSTUARTFL349942165650788016501(C)(3)$60,000$0TO SUPPORT GENERAL OPERATING EXPENSES
GIFFORD YOUTH ACHIEVEMENT CENTER
4875 43RD AVENUEVERO BEACHFL32967431950911501(C)(3)$6,250$0TO SUPPORT GENERAL OPERATING EXPENSES
GRACEWAY VILLAGE
1780 HARTMAN RDFORT PIERCEFL34947270890615501(C)(3)$49,029$0TO SUPPORT GENERAL OPERATING EXPENSES
GUARDIANS FOR NEW FUTURES
8561 COMMERCE CENTRE DRPORT ST LUCIEFL34986650117004501(C)(3)$7,000$0TO SUPPORT GENERAL OPERATING EXPENSES
HABITAT FOR HUMANITY OF MARTIN COUNTY INC
2090 NW FEDERAL HWYSTUARTFL34994592816698501(C)(3)$113,981$0TO SUPPORT GENERAL OPERATING EXPENSES
HANDS OF ST LUCIE COUNTY
3855 S US HIGHWAY 1 SUITE BFORT PIERCEFL34982263945016501(C)(3)$40,500$0TO SUPPORT GENERAL OPERATING EXPENSES
HEALTHY START COALITION OF ST LUCIE COUNTY INC
117 ATLANTIC AVENUEFORT PIERCEFL34950650466549501(C)(3)$8,500$0TO SUPPORT GENERAL OPERATING EXPENSES
HEATHCOTE BOTANICAL GARDENS INC
210 SAVANNAH ROADFORT PIERCEFL34982592567218501(C)(3)$12,000$0TO SUPPORT GENERAL OPERATING EXPENSES
HELPING PEOPLE SUCCEED INC
1601 NE BRAILLE PLACEJENSEN BEACHFL34957591051699501(C)(3)$48,000$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT DIRECT CLIENT ASSISTANCE
HIBISCUS CHILDREN'S CENTER FOUNDATION INC
PO BOX 1406JENSEN BEACHFL34958650411920501(C)(3)$109,900$0TO SUPPORT GENERAL OPERATING EXPENSES
HISTORICAL SOCIETY OF MARTIN COUNTY INC
DBA ELLIOTT MUSEUM 825 NE OCEANSTUARTFL34996590913326501(C)(3)$87,230$0TO SUPPORT GENERAL OPERATING EXPENSESBLVD
HOPE CENTER FOR AUTISM
2580 SE WILLOUGHBY BLVDSTUARTFL34994800099451501(C)(3)$18,145$0TO SUPPORT WORKFORCE PROGRAMMING FOR YOUNG ADULTS WITH AUTISM
HOPE RURAL SCHOOL
15929 SW 150TH STREETINDIANTOWNFL34956592001615501(C)(3)$30,000$0TO SUPPORT GENERAL OPERATING EXPENSES
HOUSE OF HOPE INC
2484 SE BONITA STREETSTUARTFL34997592422998501(C)(3)$606,165$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT FOOD PROCUREMENT AND DISTRIBUTION EXPENSES; DISASTER RELIEF PREPAREDNESS KITS FOR HOMELESS AND AT RISK RESIDENTS; HURRICANE MILTON DISASTER HOME RESTORATION
HUMANE SOCIETY OF THE TREASURE COAST INC
4100 SW LEIGHTON FARM AVENUEPALM CITYFL34990590774235501(C)(3)$29,469$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT SHELTER ENHANCEMENT CAMPAIGN
IMPACT100 MARTIN INC
11718 SE FEDERAL HWY 440HOBE SOUNDFL33455881963292501(C)(3)$19,200$0TO SUPPORT GENERAL OPERATING EXPENSES
IN THE IMAGE OF CHRIST INC
PO BOX 12379FORT PIERCEFL34979651104332501(C)(3)$8,500$0TO SUPPORT GENERAL OPERATING EXPENSES
INDIAN RIVER PRESBYTERIAN CHURCH
2499 VIRGINIA AVEFORT PIERCEFL34982591100543501(C)(3)$7,200$0TO SUPPORT GENERAL OPERATING EXPENSES
KIAWAH LIFE PLAN VILLAGE INC
SEAFIELDS BY BISHOP GADSDEN 1CHARLESTONSC29412861250842501(C)(3)$100,000$0TO SUPPORT RESIDENT PROGRAMS AND SUBSIDIZED HOUSINGBISHOP GADSDEN WAY
LIBRARY FOUNDATION OF MARTIN COUNTY INC
2351 SE MONTEREY ROADSTUARTFL34996650315112501(C)(3)$13,250$0TO SUPPORT GENERAL OPERATING EXPENSES
LIFEBUILDERS OF THE TREASURE COAST INC
216 SOUTH 2ND STREETFORT PIERCEFL34950270628451501(C)(3)$30,000$0TO SUPPORT GENERAL OPERATING EXPENSES
LIGHT OF THE WORLD CHARITIES INC
AKA LITTLE LIGHTS DENTISTRY 1300STUARTFL34996650920003501(C)(3)$33,214$0TO SUPPORT GENERAL OPERATING EXPENSESEAST 10TH STREET SUITE B
LINDSAY SCHOOL OF THE ARTS INC
1717 ORANGE AVENUE UNIT 4225FT PIERCEFL34948832021240501(C)(3)$20,000$0TO SUPPORT GENERAL OPERATING EXPENSES
LITTLE BIRTHDAY ANGELS INC
1275 US HWY 1 SUITE 2 PMB 131VERO BEACHFL32960474157223501(C)(3)$5,500$0TO SUPPORT GENERAL OPERATING EXPENSES
LOBLOLLY COMMUNITY FOUNDATION
7407 SE HILL TERHOBE SOUNDFL33455650865926501(C)(3)$15,750$0TO SUPPORT GENERAL OPERATING EXPENSES
LOVE AND HOPE IN ACTION INC
PO BOX 1385PORT SALERNOFL34992743238584501(C)(3)$55,300$0TO SUPPORT GENERAL OPERATING EXPENSES
LOWCOUNTRY FOOD BANK INC
2864 AZAELA DRIVECHARLESTONSC294058216570751835501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
MALTZ JUPITER THEATRE INC
1001 EAST INDIANTOWN ROADJUPITERFL33477650985652501(C)(3)$7,800$0TO SUPPORT GENERAL OPERATING EXPENSES
MARINER SANDS CHAPEL INC
6500 SE CONGRESSIONAL WAYSTUARTFL34997592349297501(C)(3)$13,400$0TO SUPPORT GENERAL OPERATING EXPENSES
MARINER SANDS CHARITY WEEK INC
6500 MARINER SANDS DRIVESTUARTFL34997208256527501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
MARTIN COUNTY BOARD OF COUNTY COMMISSIONERS
2401 SE MONTEREY ROADSTUARTFL34996596000743501(C)(3)$7,735$0TO SUPPORT GENERAL OPERATING EXPENSES
MARTIN COUNTY COMMUNITY LAND TRUST INC
2484 SE BONITA STREETSTUARTFL34997932752365501(C)(3)$12,500$0TO SUPPORT GENERAL OPERATING EXPENSES
MARTIN COUNTY HEALTHY START COALITION
963 SE FEDERAL HIGHWAYSTUARTFL34994650359999501(C)(3)$51,000$0TO SUPPORT GENERAL OPERATING EXPENSES
MARTIN COUNTY POLICE ATHLETIC LEAGUE INC
1284 SW 34TH STPALM CITYFL34990821374560501(C)(3)$31,000$0TO SUPPORT GENERAL OPERATING EXPENSES
MARTIN COUNTY SCHOOL DISTRICT
3400 LIONEL TERRACESTUARTFL34997596000742501(C)(3)$7,500$0TO SUPPORT GENERAL OPERATING EXPENSES
MOLLY'S HOUSE INC
430 SE OSCEOLA STREETPORT ST LUCIEFL34953650407242501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
MONTPELIER FOUNDATION
DEVELOPMENT DEPARTMENT PO BOX 911ORANGEVA22960311620682501(C)(3)$15,000$0TO SUPPORT GENERAL OPERATING EXPENSES
MUSC FOUNDATION
MEDICAL UNIVERSITY OF SC HOLLINGSCHARLESTONSC29425576028985501(C)(3)$28,000$0TO SUPPORT GENERAL OPERATING EXPENSESCANCER CENTER 86 JONATHAN LUCAS STE
MUSTARD SEED COMMUNITIES INC
200 RESERVOIR ST SUITE 306NEEDHAMMA02494581657207501(C)(3)$7,687$0TO SUPPORT GENERAL OPERATING EXPENSES; SUPPORT NONPROFIT BUSINESS DEVELOPMENT STAFF POSITION
MUSTARD SEED MINISTRIES OF FORT PIERCE INC
PO BOX 3612FORT PIERCEFL34948650017366501(C)(3)$166,100$0TO SUPPORT GENERAL OPERATING EXPENSES
NATIONAL JEWISH HEALTH
1400 JACKSON STREETDENVERCO80206742044647501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
NINA HAVEN SCHOLARSHIPS INC
PO BOX 1978STUARTFL34995136099012501(C)(3)$69,248$0TO SUPPORT GENERAL OPERATING EXPENSES
OCEAN RESEARCH & CONSERVATION ASSOCIATION
1235 16TH STREETVERO BEACHFL32960200901011501(C)(3)$40,750$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT ENVIRONMENTAL EDUCATION AND CITIZEN SCIENCE
OKEECHOBEE COUNTY HEALTHOKEECHOBEE HEALTHY START COALITION INC
114 SW 5TH AVEOKEECHOBEEFL34974650425678501(C)(3)$23,500$0TO SUPPORT GENERAL OPERATING EXPENSES
ONE80 PLACE
PO BOX 20038CHARLESTONSC294130038570789483501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
OPERATION STERILIZATION OUTREACH SERVICES INC
DBA OPERATION SOS 9196 SE KARINHOBE SOUNDFL33455273871496501(C)(3)$7,000$0TO SUPPORT GENERAL OPERATING EXPENSESSTREET
OUR VILLAGE OF OKEECHOBEE
205 NE 2ND STREETOKEECHOBEEFL34972473944280501(C)(3)$74,550$0TO SUPPORT GENERAL OPERATING EXPENSES
PACE CENTER FOR GIRLS TREASURE COAST
3651 VIRGINIA AVENUEFT PIERCEFL34981592414492501(C)(3)$46,700$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT TEACHER AND CASE MANAGER SALARIES
PARENT TO PARENT OF THE TREASURE COAST INC
FULL CIRCLE THERAPEUTIC RIDING P OPALM CITYFL34991650516361501(C)(3)$15,500$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT THERAPEUTIC RIDING FOR DISABLED CHILDRENBOX 365
PAWSITIVE PERSPECTIVES ASSISTANCE DOGS
9877 234TH STREET ELAKEVILLEMN55044510593176501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
PLACE OF HOPE INC
9078 ISAIAH LANEPALM BEACH GARDENSFL33418650841384501(C)(3)$106,182$0TO SUPPORT GENERAL OPERATING EXPENSES
PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA
2300 NORTH FLORIDA MANGO ROADWEST PALM BEACHFL33409591391115501(C)(3)$16,850$0TO SUPPORT GENERAL OPERATING EXPENSES
SAFESPACE INC
612 SE DIXIE HWYSTUARTFL34994591983994501(C)(3)$37,500$0TO SUPPORT GENERAL OPERATING EXPENSES
SAINT LOUIS UNIVERSITY
DUBOURG HALL ROOM 319 221 NORTHST LOUISMO63103430654872501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSESGRAND BLVD
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607581437002501(C)(3)$72,000$0TO SUPPORT GENERAL OPERATING EXPENSES; HURRICANE RELIEF AND RESTORATION
SHOE SHOW INC
PO BOX 648CONCORDNC28026560848427501(C)(3)$18,302$0TO SUPPORT GENERAL OPERATING EXPENSES
SPEAK LIFE PERFORMING ARTS COMPANY INC
5891 SE GRAFTON DRIVESTUARTFL34997862530039501(C)(3)$45,000$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT PREVENTION AND INTERVENTION PROGRAM
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105620646012501(C)(3)$11,285$0TO SUPPORT GENERAL OPERATING EXPENSES
ST LUCIE COUNTY SHERIFF'S OFFICE
4700 W MIDWAY ROADFORT PIERCEFL34981596000838501(C)(3)$15,000$0TO SUPPORT GENERAL OPERATING EXPENSES
ST LUCIE HABITAT FOR HUMANITY
702 SOUTH 6TH STREETFORT PIERCEFL34950911914868501(C)(3)$20,000$0TO SUPPORT HURRICANE MILTON DISASTER RELIEF HOME REPAIRS AND RESTORATION
TEMPLE BEIT HAYAM INC
951 SE MONTEREY COMMONS BLVDSTUARTFL34996650433492501(C)(3)$7,075$0TO SUPPORT GENERAL OPERATING EXPENSES
THE CORNING MUSEUM OF GLASS
ONE MUSEUM WAYCORNINGNY14830160764349501(C)(3)$27,500$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT ART STUDIO RENOVATION AND EXPANSION
THE EPISCOPAL CHURCH OF THE NATIVITY
1151 SW DEL RIO BLVDPORT ST LUCIEFL34953650785725501(C)(3)$5,886$0TO SUPPORT GENERAL OPERATING EXPENSES
THE SALVATION ARMY - GARRETT COUNTY
701 E FIRST ST PO BOX 2467 21503CUMBERLANDMD21502222406433501(C)(3)$7,870$0TO SUPPORT GENERAL OPERATING EXPENSES
THE SALVATION ARMY OF MARTIN ST LUCIE AND OKEECHOBEE COUNTIES
821 SE MARTIN LUTHER KING JR BLVDSTUARTFL34994132923701501(C)(3)$81,348$0TO SUPPORT GENERAL OPERATING EXPENSES
TREASURE COAST CENTER FOR ECONOMIC AND EDUCATIONAL DEVELOPMENT
1790 SW GATLIN BLVD STE 202PORT ST LUCIEFL349532777932687658501(C)(3)$10,000$0TO SUPPORT GENERAL OPERATING EXPENSES
TREASURE COAST FOOD BANK
401 ANGLE ROADFORT PIERCEFL34947650123281501(C)(3)$25,000$0TO SUPPORT GENERAL OPERATING EXPENSES
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306020554654501(C)(3)$5,300$0TO SUPPORT GENERAL OPERATING EXPENSES
TYKES & TEENS INC
900 SE OCEAN BLVD SUITE 340-ESTUARTFL34994650570899501(C)(3)$132,500$0TO SUPPORT GENERAL OPERATING EXPENSES; SUPPORT CAMPAIGN TO LAUNCH CHILDREN'S MENTAL HEALTH WALK IN CLINIC
UNITED AGAINST POVERTY INC
2520 ORANGE AVENUEFORT PIERCEFL34947113697936501(C)(3)$8,332$0TO SUPPORT GENERAL OPERATING EXPENSES
UNITED WAY OF MARTIN COUNTY INC
10 SE CENTRAL PARKWAY SUITE 101STUARTFL34994237273540501(C)(3)$48,000$0TO SUPPORT GENERAL OPERATING EXPENSES
UNITED WAY OF ST LUCIE & OKEECHOBEE INC
4800 S US HWY 1FT PIERCEFL34982596212157501(C)(3)$26,500$0TO SUPPORT GENERAL OPERATING EXPENSES
VOLUNTEERS IN MEDICINE CLINIC INC
417 SE BALBOA AVENUESTUARTFL34994651115793501(C)(3)$54,700$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT THE PROVISION OF MEDICAL CARE TO UNDER AND UNINSURED
WALT WHITMAN CREW BOOSTERS INC
6106 HARVARD AVENUE UNIT 378GLEN ECHOMD20812521548576501(C)(3)$35,500$0TO SUPPORT GENERAL OPERATING EXPENSES
WATERSIDE SCHOOL INC
770 PACIFIC STREETSTAMFORDCT06902061609222501(C)(3)$6,000$0TO SUPPORT GENERAL OPERATING EXPENSES
WOOD ISLAND LIFE SAVING STATION ASSOCIATION
75 PEPPERRELL ROADKITTERY POINTME03905453543669501(C)(3)$25,000$0TO SUPPORT GENERAL OPERATING EXPENSES
WORLD CENTRAL KITCHEN INC
PO BOX 96538WASHINGTONDC200906538273521132501(C)(3)$50,500$0TO SUPPORT GENERAL OPERATING EXPENSES
YMCA OF THE TREASURE COAST
1700 SE MONTEREY RDSTUARTFL34996591911653501(C)(3)$6,600$0TO SUPPORT GENERAL OPERATING EXPENSES; TO SUPPORT THE PURCHASE OF HEALTH AND WELLNESS EQUIPMENT
FieldValueIRS element (for citing)
Total501c3 Org118Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS AWARDED TO STUDENTS FOR HIGHER EDUCATIONGrantTypeTxt
Recipient87RecipientCnt
Cash Grant$310,924CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationSCHOLARSHIPS - SCHOLARSHIPS ARE AWARDED TO STUDENTS FROM THE REGION UNLESS OTHERWISE SPECIFIED BY THE DONOR, FOR HIGHER EDUCATION AS WELL AS TRADE AND VOCATIONAL STUDIES AND ADULT EDUCATION. SCHOLARSHIPS ARE AWARDED TO INDIVIDUAL STUDENTS AND PAID DIRECTLY TO EDUCATIONAL ORGANIZATIONS OR INSTITUTIONS. AWARDS ARE BASED ON FORMAL APPLICATION AND SELECTION PROCESSES. GRANTS - GRANTS ARE AWARDED THROUGH THE COMMUNITY FOUNDATION MARTIN / ST. LUCIE INC. 65-0024030 TO QUALIFIED ORGANIZATIONS BASED ON THE DONORS (FUNDHOLDERS) PURPOSE AND CHARITABLE INTENT. RECOMMENDATIONS MAY INVOLVE A COMPREHENSIVE APPLICATION PROCESS. FUNDS ARE GRANTED TO 501(C)(3) ORGANIZATIONS THAT ADDRESS A VARIETY OF ISSUES INCLUDING, BASIC HUMAN NEEDS (FOOD/CLOTHING/SHELTER) LITERACY, EDUCATION, CHILDREN, ELDER SERVICES, HEALTH, MENTAL HEALTH, ARTS CULTURE, ENVIRONMENT, VETERANS' SERVICES, ANIMAL WELFARE AND WILDLIFE PRESERVATION. IN ORDER TO QUALIFY, THE GRANTEE ENTITY IS REQUIRED TO BE A 501(C)(3) ORGANIZATION. DEPENDING ON THE FUND USED TO ISSUE THE GRANT, THE GRANTEE ORGANIZATION MAY OR MAY NOT BE REQUIRED TO PROVIDE A COMPREHANSIVE REPORT BACK TO THE FOUNDATION DETAILING HOW FUNDS WERE EXPENDED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELIZABETH BARBELLAPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$223,072BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$20,000BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$6,465DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$21,300NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$270,837TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution20ContributionCnt
Noncash Contributions Rpt F990$3,405,020NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION USES CAP TRUST TO MANAGE VARIOUS INVESTMENTS, INCLUDING THE SALE OF SECURITIES DONATED DURING THE YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS HAS DESIGNATED THE BOARD FINANCE & AUDIT COMMITTEE TO PRELIMINARILY REVIEW THE ANNUAL FORM 990. ONCE REVIEWED AND APPROVED BY THE BOARD FINANCE & AUDIT COMMITTEE, THE FORM 990 IS FORWARDED TO THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY THE BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF. THE BOARD AND STAFF ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AT EACH BOARD MEETING SO AS TO CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS. INDUSTRY CONSULTATION DATA PROVIDED BY THE FLORIDA PHILANTHROPIC NETWORK, NATIONAL COUNCIL OF FOUNDATIONS AND THE ASSOCIATION OF FLORIDA COMMUNITY FOUNDATIONS IS USED AS GUIDANCE, AS WELL AS THE PRESIDENT/CEO'S PERFORMANCE IN THE PREVIOUS TWELVE MONTHS.
FORM 990, PART VI, SECTION C, LINE 19ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.