2025-08-15T15:58:16-05:00 2024-09-30 994625061 CRI ADVISORS LLC 33 SW FLAGLER AVENUE STUART FL 34994 990 2023-10-01 592543362 HOSPICE FOUNDATION OF PALM BEACH COUNTY HOSP 5618328585 44 COCOANUT ROW M207B PALM BEACH FL 33480 MARK W COOK PRESIDENT 5618328585 2025-08-12 1 1 JOSEPH RISSE CPA P00708318 7722832356 2023 2025-03-06 01:10:19Z PALM BEACH ISLAND HOSPICE FOUNDATION PETER SUMMERS 44 COCOANUT ROW M207B PALM BEACH FL 33480 9721532 0 X WWW.PBIHF.ORG X 1985 FL PALM BEACH ISLAND HOSPICE FOUNDATION WAS ESTABLISHED EXCLUSIVELY TO SUPPORT THE PROGRAMS, SERVICES AND ACTIVITIES WHICH FURTHER COMPREHENSIVE HOSPICE CARE IN PALM BEACH COUNTY, FLORIDA THROUGH ITS FUNDRAISING EFFORTS. 41 41 1 42 0 0 978471 1046760 0 0 317121 1060147 -277913 -217585 1017679 1889322 500000 0 0 0 77726 66932 0 0 47866 321607 404531 899333 471463 118346 1417859 26155303 32339704 562268 420673 25593035 31919031 PALM BEACH ISLAND HOSPICE FOUNDATION WAS ESTABLISHED EXCLUSIVELY TO SUPPORT THE PROGRAMS, SERVICES AND ACTIVITIES WHICH FURTHER COMPREHENSIVE HOSPICE CARE IN PALM BEACH COUNTY, FLORIDA THROUGH ITS FUNDRAISING EFFORTS. 0 0 PALM BEACH ISLAND HOSPICE FOUNDATION WAS ESTABLISHED EXCLUSIVELY TO SUPPORT THE PROGRAMS, SERVICES, ACTIVITIES AND INTERESTS WHICH FURTHER COMPREHENSIVE HOSPICE CARE IN PALM BEACH COUNTY, FLORIDA THROUGH ITS FUNDRAISING EFFORTS. 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 41 41 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 FL X MARK W COOK 5618328585 44 COCOANUT ROW PALM BEACH FL 33480 X GEORGE SUMMERS CHAIRMAN/CEO 1.00 X X 0 0 0 MARK W COOK PRESIDENT 1.00 X X 0 0 0 JOHN TATOOLES TREASURER 1.00 X X 0 0 0 BEAU BRECKINRIDGE SECRETARY 1.00 X X 0 0 0 JACK FLAGG TRUSTEE 1.00 X 0 0 0 NICOLE ATKINSON TRUSTEE 1.00 X 0 0 0 CAROL BAXTER TRUSTEE 1.00 X 0 0 0 BETSY TURNER TRUSTEE 1.00 X 0 0 0 VIRGINIA BURKE TRUSTEE 1.00 X 0 0 0 RICHARD CALLAHAN TRUSTEE 1.00 X 0 0 0 NANETTE CASSIDY TRUSTEE 1.00 X 0 0 0 ELLEN CUNNINGHAM TRUSTEE 1.00 X 0 0 0 LORE DODGE TRUSTEE 1.00 X 0 0 0 GAYE ENGEL TRUSTEE 1.00 X 0 0 0 CATHY FLAGG TRUSTEE 1.00 X 0 0 0 JANE GRACE TRUSTEE 1.00 X 0 0 0 AUDREY GRUSS TRUSTEE 1.00 X 0 0 0 EVELYN HARRISON TRUSTEE 1.00 X 0 0 0 MELINDA HASSEN TRUSTEE 1.00 X 0 0 0 ANN HEATHWOOD TRUSTEE 1.00 X 0 0 0 LYNN HOMES TRUSTEE 1.00 X 0 0 0 VICKY HUNT TRUSTEE 1.00 X 0 0 0 ANN JOHNSON TRUSTEE 1.00 X 0 0 0 PAT JOHNSON TRUSTEE 1.00 X 0 0 0 KARIN LUTER TRUSTEE 1.00 X 0 0 0 HILLIE MAHONEY TRUSTEE 1.00 X 0 0 0 SUSAN MALLOY TRUSTEE 1.00 X 0 0 0 TALBOTT MAXEY TRUSTEE 1.00 X 0 0 0 ANITA MICHAELS TRUSTEE 1.00 X 0 0 0 LUCIA MUSSO TRUSTEE 1.00 X 0 0 0 MARJORIE O'NEIL TRUSTEE 1.00 X 0 0 0 PIPER QUINN TRUSTEE 1.00 X 0 0 0 CATER RANDOLPH TRUSTEE 1.00 X 0 0 0 STEPHANIE RIBAKOFF TRUSTEE 1.00 X 0 0 0 AMANDA SCHUMACHER TRUSTEE 1.00 X 0 0 0 LOUISE STEPHAICH TRUSTEE 1.00 X 0 0 0 ANN SUMMERS TRUSTEE 1.00 X 0 0 0 KARYN G LAMB TRUSTEE 1.00 X 0 0 0 GARY PATSLEY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1006550 6180 34030 1046760 740373 740373 7693489 7373715 319774 319774 319774 240910 1006550 458495 -217585 -217585 1889322 319774 0 522788 66932 33466 33466 17999 17999 32713 32713 179758 179758 14400 14400 66407 66407 1170 1170 47723 47723 25356 25356 12528 12528 INVESTMENT EXPENSES 6477 6477 471463 0 423597 47866 858994 1089882 876794 349324 57187 56556 2262865 85340 80181 2177525 24267944 28666417 14203 0 26155303 32339704 23020 27424 500000 25045 393249 14203 0 562268 420673 X 25593035 31919031 25593035 31919031 26155303 32339704 1417859 4908137 0 X X 0 1 X 1 0 X 668215 585439 592664 302848 40210 2189376 668215 585439 592664 302848 40210 2189376 905005 1284371 533335 531017 651525 607591 740373 3063841 113400 795868 1247460 2156728 7409945 0.17330 0.37340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2019 AMOUNT: $ 113,400. 2022 AMOUNT: $ 795,868. 2023 AMOUNT: $ 1,247,460. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2122700 11339 2111361 140165 74001 66164 2177525 X 7069719 4908137 4908137 2161582 186235 -458495 -272260 1889322 743723 458495 458495 285228 186235 186235 471463 PART X, LINE 2: THE FOUNDATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF SEPTEMBER 30, 2024, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -458,495. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 458,495. HOSPICE EVENING 1247460 1006550 240910 41090 171910 69000 176495 1247460 1006550 240910 41090 171910 69000 176495 458495 -217585 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES IS AUTHORIZED TO DESIGNATE AN EXECUTIVE COMMITTEE COMPOSED OF SUCH NUMBER OF THE MEMBERS OF THE BOARD OF TRUSTEES AS THE BOARD SHALL DETERMINE FROM TIME TO TIME, BUT IN ANY EVENT NOT LESS THAN THREE OR MORE THAN SEVEN. THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL AUTHORITY OF THE BOARD OF TRUSTEES AS TO ALL MATTERS WHATSOEVER EXCEPT IF EXPRESSLY AND SPECIFICALLY PROHIBITED OR LIMITED BY LAW. ONCE DESIGNATED, NEITHER THE EXECUTIVE COMMITTEE NOR ANY MEMBER THEREOF MAY THEREAFTER BE CHANGED OR ITS AUTHORITY ALTERED OR DIMINISHED, WITHOUT A TWO-THIRDS VOTE OF THE ENTIRE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN IS REVIEWED BY THE PRESIDENT OF THE ORGANIZATION PRIOR TO FILING WITH THE IRS. A COPY OF THE FORM 990 IS ALSO PROVIDED TO THE BOARD MEMBERS AT THE FIRST BOARD MEETING ONCE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANUALLY, THE CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO THE BOARD MEMBERS. THE PRESIDENT OF THE BOARD MONITORS THE RESPONSES AND DETERMINES IF ANY CONFLICTS SHOULD BE DISCUSSED FURTHER WITH THE BOARD MEMBERS. IF A CONFLICT OCCURS WITH A BOARD MEMBER, THEY WOULD ABSTAIN FROM VOTING ON THE ISSUE IN QUESTION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990, PART XII, LINE 2C THE FOUNDATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS FOR THE AUDIT OF ITS FINANCIAL STATEMENTS.