2026-07-16T18:54:02-05:00 2024-12-31 262246506 APERCEN PARTNERS LLC 455 N CITYFRONT PLAZA DRIVE STE 1730 CHICAGO IL 60611 990 2024-01-01 661057854 FUNDACION ROYAL ISABELA INC FUND 6508047100 53 CALLE PALMERAS SUITE 501 SAN JUAN PR 00901 DANIEL W MOREHEAD PRESIDENT 6508047100 2026-07-16 1 1 JACOB J ZEHNDER P01564049 6508047100 2024 2025-03-06 01:10:19Z DANIEL W MOREHEAD 53 CALLE PALMERAS SUITE 501 SAN JUAN PR 00901 252158 0 X N/A X 2023 PR FUNDACION ROYAL ISABELA INC SEEKS TO PROTECT AND PRESERVE THE BIODIVERSITY AND NATURAL RESOURCES OF PUERTO RICO AND PROVIDE SCHOLARSHIPS FOR STUDENTS IN NEED WHO ARE RESIDENTS OF THE MUNICIPALITY OF ISABELA. 5 5 0 5 0 0 1500000 210055 0 0 0 0 0 -190663 1500000 19392 0 81406 0 0 0 0 0 0 0 0 51565 0 132971 1500000 -113579 1500000 1409942 0 23521 1500000 1386421 FUNDACION ROYAL ISABELA INC SEEKS TO PROTECT AND PRESERVE THE BIODIVERSITY AND NATURAL RESOURCES OF PUERTO RICO AND PROVIDE SCHOLARSHIPS FOR STUDENTS IN NEED WHO ARE RESIDENTS OF THE MUNICIPALITY OF ISABELA. 0 0 81406 81406 DRIVEN BY A COMMITMENT TO ENVIRONMENTAL STEWARDSHIP, PUBLIC WELFARE, AND ENSURING THAT PUERTO RICO'S UNIQUE NATURAL HERITAGE IS PROTECTED FOR FUTURE GENERATIONS WHILE SIMULTANEOUSLY CONTRIBUTING TO THE BROADER ENVIRONMENTAL AND SOCIETAL GOOD, THE ORGANIZATION WILL PROTECT AND PRESERVE THE BIODIVERSITY, NATURAL RESOURCES AND HERITAGE OF PUERTO RICO. THE ORGANIZATION WILL PROVIDE SCHOLARSHIPS TO SUPPORT STUDENTS WHO ARE RESIDENTS OF THE MUNICIPALITY OF ISABELA WHO ARE PURSUING EDUCATIONAL DEGREES, VOCATIONAL PROGRAMS AND/OR RESEARCH PROJECTS. 81406 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X APERCEN PARTNERS LLC 6508047100 455 N CITYFRONT PLAZA DRIVE STE CHICAGO IL 60611 X DANIEL W MOREHEAD PRESIDENT/DIRECTOR 1.00 X X 0 0 0 DEVON MOREHEAD DIRECTOR 1.00 X 0 0 0 FRIEDEL STUBBE DIRECTOR 1.00 X 0 0 0 ALBERTO BACO DIRECTOR 1.00 X 0 0 0 DRACO ROSA DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 184303 25752 41681 210055 42103 184303 232766 -190663 -190663 19392 0 0 -190663 81406 81406 38508 38508 10582 10582 2475 2475 132971 81406 51565 0 1500000 1409942 1500000 1409942 23521 0 23521 X 0 0 0 0 1500000 1386421 1500000 1386421 1500000 1409942 -113579 0 X 0 0 0 X 1500000 210005 1710005 1500000 210005 1710005 1485122 224883 42103 42103 1752108 X SCHEDULE A, PART II - EXPLANATION FOR SHORT YEAR THE 2023 TAX YEAR WAS A SHORT YEAR COVERING THE PERIOD DECEMBER 22, 2023 THROUGH DECEMBER 31, 2023, DUE TO THAT BEING THE ORGANIZATION'S FIRST YEAR IN EXISTENCE. SCHEDULE A, PART II, LINE 10 - EXPLANATION FOR OTHER INCOME EVENT INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2024 FUNDACION WEEKEND EVENT 226406 184303 42103 1359 50828 58019 122560 226406 184303 42103 1359 50828 58019 122560 232766 -190663 1 EL PASTILLO CONSERVATION TRUST INC PO BOX 2599 ISABELA PR 00662 660736943 501(C)(3) 15474 0 GENERAL SUPPORT PARA LA NATURALEZA INC PO BOX 9023978 SAN JUAN PR 00901 660801404 501(C)(3) 10748 0 GENERAL SUPPORT THE JANE STERN DORADO COMMUNITY LIBRARY INC PO BOX 609 DORADO PR 00646 660360258 501(C)(3) 10184 0 GENERAL SUPPORT THE LUIS A FERRE FOUNDATION INC PO BOX 11924 SAN JUAN PR 00922 660235625 501(C)(3) 25000 0 RENAISSANCE ALLURE 39TH ANNUAL GALA THE LUIS A FERRE FOUNDATION INC PO BOX 11924 SAN JUAN PR 00922 660235625 501(C)(3) 20000 0 GENERAL SUPPORT 4 0 PART I, LINE 2: THE ORGANIZATION KEEPS APPROPRIATE RECORDS OF ITS GRANTS, WHICH MAY INCLUDE INFORMATION ABOUT GRANTEES AND THEIR NONPROFIT OR TAX-EXEMPT STATUS (AS APPLICABLE), A DESCRIPTION OF EACH GRANT (INCLUDING THE PURPOSE, AMOUNT AND PAYMENT SCHEDULE FOR EACH GRANT), COPIES OF GRANT AGREEMENTS, PROPOSALS, APPLICATIONS, AND RELATED DOCUMENTATION, COPIES OF GRANT REPORTS AND OTHER MATERIALS PROVIDED BY GRANTEES, AND RECORDS OF ANY CORRESPONDENCE, CHECK-INS, INTERVIEWS, SITE VISITS, OR OTHER COMMUNICATIONS WITH GRANTEES. X EVENT ITEMS 6 41681 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IS THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS DANIEL W. MOREHEAD AND DEVON MOREHEAD HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AUTHORIZED AGENTS OF THE ORGANIZATION AND REVIEWED BY THE PRESIDENT BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS INTERESTED PERSONS, WHICH INCLUDE ANY DIRECTOR OR OFFICER WHO HAS A DIRECT OR INDIRECT (THROUGH BUSINESS, INVESTMENT OR FAMILY) FINANCIAL INTEREST. A FINANCIAL INTEREST IS OWNERSHIP OR INVESTMENT IN ANY ENTITY WITH WHICH THE ORGANIZATION ENGAGES IN A TRANSACTION OR ARRANGEMENT; A COMPENSATION ARRANGEMENT WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION ENGAGES IN A TRANSACTION OR ARRANGEMENT; OR A POTENTIAL SUCH OWNERSHIP OR INVESTMENT INTEREST OR COMPENSATION ARRANGEMENT. INTERESTED PERSONS MUST DISCLOSE THE EXISTENCE OF A RELEVANT FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS OR RESPONSIBLE COMMITTEE. THE REMAINING DIRECTORS OR COMMITTEE MEMBERS SHALL DISCUSS AND DECIDE IF A CONFLICT OF INTEREST EXISTS, WILL INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND WILL DETERMINE IF THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT POSSIBLE, THE DIRECTORS OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WHEN REQUIRED BY FEDERAL OR STATE LAW.