2023-11-13T08:33:36-06:00 2023-06-30 591363792 KEEFE MCCULLOUGH & CO LLP CPA'S 6550 N FEDERAL HIGHWAY SUITE 410 FT LAUDERDALE FL 33308 990 2022-07-01 586365702 MARY AND ROBERT PEW PUBLIC EDUCATION FUND INC MARY 5614080633 1025 WEST INDIANTOWN ROAD 102 JUPITER FL 33458 STACEY BELL CFO 5614080633 2023-11-10 1 STACEY BELL 999009999 1 ISRAEL J GOMEZ P00846353 9547710896 2023-11-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X STACEY BELL 1025 WEST INDIANTOWN ROAD 102 JUPITER FL 33458 0 0 X WWW.PEWFUND.ORG X 1998 FL TO IMPROVE PUBLIC EDUCATION FOR ECONOMICALLY DISADVANTAGED CHILDREN IN PALM BEACH AND MARTIN COUNTIES BY DEVELOPING, TESTING, AND IMPLEMENTING NEW STRATEGIES FOR LEARNING IN CLASSROOMS, SCHOOLS AND NEIGHBORHOODS AND TO SUPPORT EDUCATIONAL ENRICHMENT PROGRAMS UNAVAILABLE AS PART OF THR REGULAR CURRICULUM. X 7 7 0 0 0 0 0 0 0 0 440598 0 0 0 440598 0 2356964 0 0 0 193025 0 0 0 0 98301 0 2648290 0 -2207692 0 8030108 0 1575088 0 6455020 0 X TO IMPROVE PUBLIC EDUCATION FOR ECONOMICALLY DISADVANTAGED CHILDREN IN PALM BEACH AND MARTIN COUNTIES BY DEVELOPING, TESTING, AND IMPLEMENTING NEW STRATEGIES FOR LEARNING IN CLASSROOMS, SCHOOLS AND NEIGHBORHOODS AND TO SUPPORT EDUCATIONAL ENRICHMENT PROGRAMS UNAVAILABLE AS PART OF THR REGULAR CURRICULUM. 0 1 SUPPORTING ORGANIZATION TO THE COMMUNITY FOUNDATION OF PALM BEACH AND MARTIN COUNTIES, INC. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X STACEY BELL CFO 5616596800 700 SOUTH DIXIE HWY STE 200 WEST PALM BEACH FL 33401 X KATE P WOLTERS PRESIDENT/TREASURER 4.00 X X 0 0 0 JOHN PEW VICE PRESIDENT 4.00 X X 0 0 0 STEPHANIE PEW SECRETARY 4.00 X X 0 0 0 LORE MORAN DODGE DIRECTOR 4.00 X 0 0 0 STEVEN ERJAVEC DIRECTOR 4.00 X 0 0 0 DANITA DEHANEY DIRECTOR 4.00 X 0 0 0 ROYALL VICTOR III DIRECTOR 4.00 X 0 0 0 LOUISE P GRANT EXECUTIVE DIRECTOR 40.00 X 0 168842 10751 0 168842 10751 0 0 1 0 0 0 0 0 0 0 0 0 0 4527 0 0 0 0 0 0 0 0 200 0 0 8024381 0 0 0 0 1000 0 8030108 0 1251 1573837 1575088 0 X 6455020 0 6455020 0 8030108 0 X 0 -6455020 X X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC 237181875 7 1 6455020 0 1 6455020 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FUND IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FUND'S TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME ALLOCABLE TO THE FUND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 LOUISE P GRANT EXECUTIVE DIRECTOR 0 168842 0 0 0 0 0 10166 0 585 0 179593 0 0 PART I, LINE 3 METHODS USED BY THE ORGANIZATION TO ESTABLISH EXECUTIVE DIRECTOR COMPENSATION: 1. FORM 990 OF OTHER ORGANIZTIONS 2. COMPENSATION SURVEY STUDY 3. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. INVESTMENT FUNDS 2022-12-31 6455020 FAIR MARKET VALUE OF LONG TERM POOL 237181875 COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC 700 SOUTH DIXIE HIGHWAY STE 200 WEST PALM BEACH FL 33401 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART III, LINE 3 THE ORGANIZATION DISSOLVED AS A SUPPORTING ORGANIZATION TO THE COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES, INC. AND WAS TRANSITIONED INTO A DONOR ADVISED FUND WITHIN THE COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 JOHN E. PEW, PRESIDENT AND TREASURER, STEPHANIE PEW, SECRETARY, AND KATE PEW WOLTERS, VICE PRESIDENT ARE THE CHILDREN OF THE LATE ROBERT C. PEW, FORMER PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B UPON THE COMPLETION OF THE FORM 990, THE DOCUMENT IS SENT TO THE TREASURER, EXECUTIVE DIRECTOR, AND "THE COMMUNITY FOUNDATION OF PALM AND MARTIN COUNTIES, INC." CHIEF FINANCIAL OFFICER FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C AN ANNAUL CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED AND SIGNED BY ALL THE TRUSTEES AND RETURNED TO THE EXECUTIVE DIRECTOR WHO THEN REVIEWS EACH STATEMENT FOR PROTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR'S ANNUAL COST OF LIVING INCREASE IS RECOMMENDED BY THE PRESIDENT/TREASURER AND APPROVED BY THE BOARD THROUGH THE BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS TO COMMUNITY FOUNDATION OF PALM BEACH AND MARTIN COUNTIES, INC. -6,455,020. FORM 990, PART XII, LINE 2B: THE AUDIT REPORT IS REVIEWED AT THE ANNUAL AUDIT REPORT REVIEW MEETING AS PRESENTED BY THE INDEPENDENT AUDITOR. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC 700 SOUTH DIXIE HIGHWAY STE 200 WEST PALM BECAH FL 33401 237181875 TO BUILD HEALTHY COMMUNITIES THROUGH THE POWER OF CHARITABLE GIVING. FL 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC R 6455020 FMV