2026-08-12T16:02:30-05:00 2025-09-30 994625061 CRI ADVISORS LLC 33 SW FLAGLER AVENUE STUART FL 34994 990 2024-10-01 592543362 HOSPICE FOUNDATION OF PALM BEACH COUNTY HOSP 5618328585 44 COCOANUT ROW M207B PALM BEACH FL 33480 MARK W COOK PRESIDENT 5618328585 2026-08-12 1 1 JOSEPH RISSE CPA P00708318 7722832356 2024 2025-03-06 01:10:19Z PALM BEACH ISLAND HOSPICE FOUNDATION PETER SUMMERS 44 COCOANUT ROW M207B PALM BEACH FL 33480 9419585 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. 37 37 1 42 0 0 1046760 1115739 0 0 1060147 2530827 -217585 -473734 1889322 3172832 0 715000 0 0 66932 85502 0 0 57151 404531 411000 471463 1211502 1417859 1961330 32339704 35116729 420673 241167 31919031 34875562 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 715000 715000 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. 715000 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 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 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 MARK W COOK CHAIRMAN/PRESIDENT 1.00 X X 0 0 0 NANETTE CASSIDY 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 VICE CHAIRMAN 1.00 X 0 0 0 CAROL BAXTER VICE CHAIRMAN 1.00 X 0 0 0 BETSY TURNER VICE CHAIRMAN 1.00 X 0 0 0 MELINDA HASSEN VICE CHAIRMAN 1.00 X 0 0 0 VIRGINIA BURKE TRUSTEE 1.00 X 0 0 0 RICHARD CALLAHAN 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 BENNIE BRAY TRUSTEE 1.00 X 0 0 0 KEVIN JONES 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 ELLEN MERRIMAN TRUSTEE 1.00 X 0 0 0 HELEN ROSS CHAIRMAN 1.00 X 0 0 0 KARIN LUTER TRUSTEE 1.00 X 0 0 0 HILLIE MAHONEY 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 1097101 18638 1115739 791899 791899 7455437 5716509 1738928 1738928 1738928 56510 1097101 530244 -473734 -473734 3172832 1738928 0 318165 715000 715000 85502 42751 42751 19 19 31865 31865 210060 210060 14400 14400 64830 64830 3791 3791 68444 68444 11244 11244 INVESTMENT EXPENSES 6347 6347 1211502 715000 439351 57151 1089882 674899 349324 489252 56556 8155 2262865 153784 2177525 2109081 28666417 31835342 32339704 35116729 27424 6580 393249 234587 420673 241167 X 31919031 34875562 31919031 34875562 32339704 35116729 1961330 995201 0 X X 0 1 X 1 0 X 585439 592664 728471 446760 815739 3169073 585439 592664 728471 446760 815739 3169073 360517 2808556 531017 651525 607591 740373 791899 3322405 120245 240910 56510 417665 6909143 0.40650 0.43450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2022 AMOUNT: $ 120,245. 2023 AMOUNT: $ 240,910. 2024 AMOUNT: $ 56,510. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: HOSPICE GRANT DATE: 09/01/23 AMOUNT: 250000. DESCRIPTION: HOSPICE GRANT DATE: 09/01/24 AMOUNT: 600000. DESCRIPTION: HOSPICE GRANT DATE: 09/01/25 AMOUNT: 300000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2122700 65767 2056933 140165 88017 52148 2109081 X 4481870 995201 995201 3486669 216407 -530244 -313837 3172832 1525339 530244 530244 995095 216407 216407 1211502 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, 2025, 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 -530,244. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 530,244. HOSPICE EVENING 1153611 1097101 56510 34996 183863 29996 281389 1153611 1097101 56510 34996 183863 29996 281389 530244 -473734 1 TRUSTBRIDGE FOUNDATION INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974070 501(C)(3) 600000 0 N/A N/A GENERAL PROGRAM SUPPORT TRUSTBRIDGE FOUNDATION INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974070 501(C)(3) 100000 0 HURRICANE MILTON PREPAREDNESS & RESPONSE TRUSTBRIDGE FOUNDATION INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974070 501(C)(3) 15000 0 TRAINING SUPPORT FOR MEDICAL STAFF 1 0 PART I, LINE 2: GRANT REQUESTS ARE RECEIVED ANNUALLY FROM TRUSTBRIDGE FOUNDATION, INC., AN UNRELATED TAX-EXEMPT ORGANIZATION. THE FOUNDATION DETERMINES WHAT PROGRAMS THEY WOULD LIKE TO PROVIDE A GRANT FOR AND RECEIVES AN ANNUAL REPORT FROM TRUSTBRIDGE SHOWING THE FUNDS WERE USED FOR THE INTENDED PURPOSE. X 1 101042 FMV ON DATE OF DONATION 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY INVESTMENT BROKER TO ACCEPT THE TRANSFER OF, AND SUBSEQUENT SALE OF PUBLICLY TRADED SECURITIES AT THE FAIR MARKET VALUE. 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.