Civic Intelligence

Ldg & Lpr Charitable Foundation

990 • Fiscal year 2019 • EIN 82-2426938

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization ProfileN/A
140 INTRACOASTAL POINTE DR Suite STJupiter, FL 33477

(561) 745-7000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

95th percentile

72%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

31%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$8,147,769

Up $3,421,488 (+72%) from 2018

Net Assets

Up

$8,143,745

Up $3,860,278 (+90%) from 2018

Liabilities

Down

$4,024

Down $438,790 (-99%) from 2018

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin96th percentile

Revenue

Up

$5,821,304

Up $1,364,232 (+31%) from 2018

Expenses

Up

$1,535,014

Up $1,257,111 (+452%) from 2018

Net Income

Up

$4,286,290

Up $107,121 (+2.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0-$5.0MAssets 2017: $132,357Liabilities 2017: $0Net Assets 2017: $132,3572017Assets 2018: $4,726,281Liabilities 2018: $442,814Net Assets 2018: $4,283,4672018Assets 2019: $8,147,769Liabilities 2019: $4,024Net Assets 2019: $8,143,7452019Assets 2020: $10,681,380Liabilities 2020: $1,259Net Assets 2020: $10,680,1212020Assets 2021: $11,202,189Liabilities 2021: -$1,119Net Assets 2021: $11,203,3082021Assets 2022: $7,176,422Liabilities 2022: $15,553Net Assets 2022: $7,160,8692022Assets 2023: $7,999,432Liabilities 2023: $224Net Assets 2023: $7,999,2082023Assets 2024: $6,708,461Liabilities 2024: $20Net Assets 2024: $6,708,4412024

Highlighted filing

2019

Assets$8,147,769
Liabilities$4,024
Net Assets$8,143,745
Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $284,892Expenses 2017: $152,535Net Income 2017: $132,3572017Revenue 2018: $4,457,072Expenses 2018: $277,903Net Income 2018: $4,179,1692018Revenue 2019: $5,821,304Expenses 2019: $1,535,014Net Income 2019: $4,286,2902019Revenue 2020: $3,194,356Expenses 2020: $889,853Net Income 2020: $2,304,5032020Revenue 2021: $2,184,628Expenses 2021: $2,390,377Net Income 2021: -$205,7492021Revenue 2022: $101,457Expenses 2022: $1,412,513Net Income 2022: -$1,311,0562022Revenue 2023: $406,567Expenses 2023: $2,167,438Net Income 2023: -$1,760,8712023Revenue 2024: $1,416,344Expenses 2024: $2,533,880Net Income 2024: -$1,117,5362024

Highlighted filing

2019

Revenue$5,821,304
Expenses$1,535,014
Net Income$4,286,290
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Gross Receipts
$9,632,403
Mission and Program Overview

Mission

The mission of the foundation is driven by the desire to provide a better life for ill and at risk children, and to provide support for scholastic and arts education to expand their life choices. The second focus will be social support for the families of these at risk and needy children, the homeless and other people unable to help themselves find the necessities to life.

The mission of the foundation is to provide a better life for ill and at risk children, support scholastic education, and provide social support for families of at risk children

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$397,418$4,111,923▲ $3,714,505
Investments Other Securities$2,639,082$2,497,819▼ $141,263
Investments in Publicly Traded Securities$1,626,734$1,490,256▼ $136,478
Intangible Assets$63,047$47,771▼ $15,276
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,726,281$8,147,769▲ $3,421,488
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$442,814$4,024▼ $438,790
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$442,814$4,024▼ $438,790
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,283,467$5,265,294▲ $981,827
Net Assets With Donor Restrictions$0$2,878,451▲ $2,878,451
Total Net Assets Fund Balance$4,283,467$8,143,745▲ $3,860,278
Total Liabilities and Net Assets / Fund Balance$4,726,281$8,147,769▲ $3,421,488

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$2,497,819--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Lawrence F DeGeorgeChair and Director
Lorena Patricia PerozoPresident,Secretary,Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,330,659
Program Service Revenue
$0
Investment Income
$490,645
Other Revenue
$0
All Other Contributions
$5,330,659
Change in Net Assets
$4,286,290

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Miscellaneous1$563,120Fair Market Value
Total Noncash Contributions1$563,120-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,771,635
Revenue Not Reported on Financial Statements
$4,049,669
Other Revenue Adjustments
$4,049,669
Total Revenue per Audited Statements
$1,771,635
Total Revenue per Form 990
$5,821,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,323,680
Other Expenses$211,334
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,170,000--$1,170,000
Foreign Grants$85,000--$85,000
Fees for Services Legal$15,248$67,343-$82,591
Grants to Domestic Individuals$68,680--$68,680
Other Expenses$4,696$58,246-$58,246
Depreciation Depletion$15,276--$15,276
Interest-$12,647-$12,647
All Other Expenses-$8,845-$8,845
Fees for Services Management-$8,691-$8,691
Fees for Services Accounting-$4,230-$4,230
Travel-$3,832-$3,832
Total Functional Expenses$1,358,900$176,114$0$1,535,014

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,535,014
Expenses per Audited Statements$1,445,657
Total Expenses per Audited Statements$1,445,657
Expenses Not Reported on Financial Statements$89,357
Other Expense Adjustments$89,357
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nicklaus Children's HospitalMiami, FL-Charitable$1,100,000
Cleveland Clinic FloridaWeston, FL-Charitable$50,000
Sp Jackson Family FoundationBoca Raton, FL-Charitable$10,000
St Jude Research HospitalMemphis, TN-Charitable$10,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Wells Fargo$4,024
Jp Morgan Margin Loan$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Question 8B

“Any committee shall, to the extent provided in a resolution of the Board of Trustees and subject to the limitations contained in the Delaware General Corporation Law, have and may exercise all the powers and authority of the Board of Trustees in the management of the business and affairs of the Foundation affairs.”

Form 990, Part VI, Section B, Question 11B

“The 990 return is reviewed by the directors before filing.”

Form 990, Part VI, Section B, Question 12C

“Every year, any director, officer, or member of a committee with powers delegated by the Board of Directors (the "Board") who has either (a) a Financial Interest in; or (b) a Fiduciary Responsibility to another organization must discolse any actual or possible conflicts of interest and provide the existence and nature of his or her Financial Interest or Fiduciary Responsibility and all material facts related thereto to the Board and any members of relevant committees with Board-delegated powers.”

Form 990, Part VI, Section C, Question 19

“The organization makes its governing documents, conflict of interest statement and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ldg & Lpr Charitable Foundation
EIN
82-2426938
In Care Of
% LAWRENCE F DEGEORGE
Phone
5617457000
Address
140 INTRACOASTAL POINTE DR Suite ST, JUPITER, FL 33477

Signing Officer

Name
Lawrence F Degeorge
Title
Director
Phone
5617457000
Signed
2020-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence F Degeorge
Formed
2017
Legal Domicile
De
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Bdo USA Llp
Address
1601 FORUM PLACE 9TH FLOOR, WEST PALM BEACH, FL 33401
Preparer
Lori B Myers
Phone
5616881600
Supplemental Narrative

Additional Explanations

Form 990, Part IX - Other Expenses

“(A) (B) (C) (D) Total Program Management Fundraising Description Expenses Service Exp. and General Expenses ----------- -------- ----------- ---------- ---------- CONDUIT EXPS 4,644. 4,644. ------------ ------- ------- ------- ------ Totals 4,644. 4,644.”

Financial Statement Notes

Form 990, Part XI, Line 4B

“Other differences from accrual basis audited financials”

Form 990, Part XII, Line 4B

“Other differences from accrual basis audited financials”

Raw XML AppendixShowing 400 of 493 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE FOUNDATION IS TO PROVIDE A BETTER LIFE FOR ILL AND AT RISK CHILDREN, SUPPORT SCHOLASTIC EDUCATION, AND PROVIDE SOCIAL SUPPORT FOR FAMILIES OF AT RISK CHILDREN
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt05330659
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08845
IRS990/AllOtherExpensesGrp/TotalAmt08845
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LAWRENCE F DEGEORGE
IRS990/BooksInCareOfDetail/PhoneNum05617457000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0140 INTRACOASTAL POINTE DRIVE SUIT
IRS990/BooksInCareOfDetail/USAddress/CityNm0JUPITER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033477
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0397418
IRS990/CashNonInterestBearingGrp/EOYAmt04111923
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05330659
IRS990/CYGrantsAndSimilarPaidAmt01323680
IRS990/CYInvestmentIncomeAmt0490645
IRS990/CYOtherExpensesAmt0211334
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04286290
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01535014
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05821304
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt015276
IRS990/DepreciationDepletionGrp/TotalAmt015276
IRS990/Desc0GRANTS TO MEDICAL FOUNDATIONS AND HOSPITALS TO FURTHER THEIR ABILITY TO HELP ILL CHILDREN AND THEIR FAMILIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02878451
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt01160000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04230
IRS990/FeesForServicesAccountingGrp/TotalAmt04230
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt067343
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt015248
IRS990/FeesForServicesLegalGrp/TotalAmt082591
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt08691
IRS990/FeesForServicesManagementGrp/TotalAmt08691
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt085000
IRS990/ForeignGrantsGrp/TotalAmt085000
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0Lawrence F DeGeorge
IRS990/Form990PartVIISectionAGrp/PersonNm1Lorena Patricia Perozo
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair and Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President,Secretary,Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt0286021
IRS990/GainOrLossGrp/SecuritiesAmt095655
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt01160000
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt068680
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt068680
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01170000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01170000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0286021
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03906754
IRS990/GrossReceiptsAmt09632403
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt063047
IRS990/IntangibleAssetsGrp/EOYAmt047771
IRS990/InterestGrp/ManagementAndGeneralAmt012647
IRS990/InterestGrp/TotalAmt012647
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0108969
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0108969
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02639082
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02497819
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01626734
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01490256
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03811099
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE FOUNDATION IS DRIVEN BY THE DESIRE TO PROVIDE A BETTER LIFE FOR ILL AND AT RISK CHILDREN, AND TO PROVIDE SUPPORT FOR SCHOLASTIC AND ARTS EDUCATION TO EXPAND THEIR LIFE CHOICES. THE SECOND FOCUS WILL BE SOCIAL SUPPORT FOR THE FAMILIES OF THESE AT RISK AND NEEDY CHILDREN, THE HOMELESS AND OTHER PEOPLE UNABLE TO HELP THEMSELVES FIND THE NECESSITIES TO LIFE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt04283467
IRS990/NetAssetsOrFundBalancesEOYAmt08143745
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0381676
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-426012
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04283467
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05265294
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0563120
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0WEBSITE & BRANDING
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2LICENSES & FEES
IRS990/OtherExpensesGrp/Desc3FOREIGN TAX PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012108
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1172
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt258246
IRS990/OtherExpensesGrp/ProgramServicesAmt04696
IRS990/OtherExpensesGrp/TotalAmt04696
IRS990/OtherExpensesGrp/TotalAmt112108
IRS990/OtherExpensesGrp/TotalAmt2172
IRS990/OtherExpensesGrp/TotalAmt358246
IRS990/OtherLiabilitiesGrp/BOYAmt0442814
IRS990/OtherLiabilitiesGrp/EOYAmt04024
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LAWRENCE F DEGEORGE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT FOR SCHOLASTIC AND ARTS EDUCATION TO EXPAND LIFE CHOICES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt068680
IRS990/ProgSrvcAccomActy2Grp/GrantAmt068680
IRS990/ProgSrvcAccomActy3Grp/Desc0SOCIAL SUPPORT FOR RISK AND NEEDY FAMILIES, CHILDREN, THE HOMELESS AND OTHER PEOPLE UNABLE TO HELP THEMSELVES FIND THE NECESSITIES TO LIFE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0130220
IRS990/ProgSrvcAccomActy3Grp/GrantAmt095000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04119158
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0102000
IRS990/PYInvestmentIncomeAmt0337914
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0175903
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04179169
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0277903
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04457072
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04286290
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05330659
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04119158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0284892
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09734709
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0108969
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt087575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0196544
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt04435701
IRS990ScheduleA/SubstantialContributorsTotAmt05299008
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05330659
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04119158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0284892
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09734709
IRS990ScheduleA/TotalSupportAmt09931253
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt02497819
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt089357
IRS990ScheduleD/ExpensesSubtotalAmt01445657
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt089357
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0JP MORGAN MARGIN LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO WELLS FARGO
IRS990ScheduleD/OtherRevenuesNotIncludedAmt04049669
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04049669
IRS990ScheduleD/RevenueSubtotalAmt01771635
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Other differences from accrual basis audited financials
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Other differences from accrual basis audited financials
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part XI, Line 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part XII, Line 4b
IRS990ScheduleD/TotalBookValueSecuritiesAmt02497819
IRS990ScheduleD/TotalExpensesPerForm990Amt01535014
IRS990ScheduleD/TotalLiabilityAmt04024
IRS990ScheduleD/TotalRevenuePerForm990Amt05821304
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01771635
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01445657
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt075000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt110000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0CHARITABLE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1CHARITABLE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0South America
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1North America
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/Total501c3OrgCnt02
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt068680
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0JONATHAN HIGGINS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt11100000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CHARITABLE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CHARITABLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Cleveland Clinic Florida
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Nicklaus Children's Hospital
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SP JACKSON FAMILY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ST JUDE RESEARCH HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0462633774
IRS990ScheduleI/RecipientTable/RecipientEIN1590638499
IRS990ScheduleI/RecipientTable/RecipientEIN2842962216
IRS990ScheduleI/RecipientTable/RecipientEIN3620646012
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02950 Cleveland Clinic Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13100 SW 62ND AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2499 E Palmetto Park Rd Ste 212
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3262 Danny Thomas Place Mail Stop 76
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Weston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MIAMI
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Boca Raton
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Memphis
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033331
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133155
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd233432
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd338105
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP PROVIDED TO FUFILL PROGRAM SUPPORT OF SCHOLASTIC AND ARTS EDUCATION TO EXPAND LIFE CHOICES OF RECIPIENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART III
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesMiscellaneousGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesMiscellaneousGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesMiscellaneousGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesMiscellaneousGrp/NoncashContributionsRptF990Amt0563120
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Any committee shall, to the extent provided in a resolution of the Board of Trustees and subject to the limitations contained in the Delaware General Corporation Law, have and may exercise all the powers and authority of the Board of Trustees in the management of the business and affairs of the Foundation affairs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 RETURN IS REVIEWED BY THE DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Every year, any director, officer, or member of a committee with powers delegated by the Board of Directors (the "Board") who has either (a) a Financial Interest in; or (b) a Fiduciary Responsibility to another organization must discolse any actual or possible conflicts of interest and provide the existence and nature of his or her Financial Interest or Fiduciary Responsibility and all material facts related thereto to the Board and any members of relevant committees with Board-delegated powers.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,147,769
Liabilities
$4,024
Net assets
$8,143,745
Revenue
$5,821,304
Expenses
$1,535,014
Net income
$4,286,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$1.42$2.53$1.12
2023Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$0.41$2.17$1.76
2022Detailed filing. Detailed filing data is available for this year.$7.18$0.02$7.16$0.10$1.41$1.31
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$2.18$2.39$0.21
2020Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$3.19$0.89$2.30
2019Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.14$5.82$1.54$4.29
2018Detailed filing. Detailed filing data is available for this year.$4.73$0.44$4.28$4.46$0.28$4.18
2017Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.28$0.15$0.13