TELFORD FOUNDATION INC

Address
350 7TH ST NORTH
NAPLES, FL 34102
Contact
Phone: +1 (239) 624-4000
Nonprofit
NTEE: T90 - Named Trusts/Foundations N.E.C.
EIN: 59-6194413

Mission

TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF CERTAIN DESIGNATED ORGANIZATIONS, ALL OF WHICH ARE PUBLICLY SUPPORTED ORGANIZATIONS.
 20162015201420132012
Basic features of the organization
Year of formation1966
Subsection code03
Form of organization
CorporationTrue
Metropolitan statistical area5345
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors1100 
Personnel
Cooper, Kevin
TitleSECRETARY/TREASURERSECRETARY/TREASURERSECRETARY/TREASURERSECRETARY/TREASURERSECRETARY/TREAS(2/7-12/31/12/DIRECTOR
Name of key/compensated personKEVIN D COOPER ESQKEVIN D COOPER ESQKEVIN D COOPER ESQKEVIN D COOPER ESQKEVIN D COOPER ESQ
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Retirement and other deferred compensation$0.00$0.00$0.00$0.00$0.00
Nontaxable benefits from org$0.00$0.00$0.00$0.00$0.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$29,317.00$34,604.00$32,115.00$34,195.00$33,284.00
Sum of all compensation from org$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $529,363.00$521,934.00$460,368.00$467,082.00$463,095.00
Average hours per week working for related orgs40.0040.002.002.00 
Lickert, William
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personWILLIAM LICKERTWILLIAM LICKERTWILLIAM LICKERTWILLIAM LICKERTWILLIAM LICKERT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Logue, Jean
TitleVICE PRESIDENT/DIRECTORVICE PRESIDENT/DIRECTORVICE PRESIDENT/DIRECTORVICE PRESIDENT/DIRECTORVICE PRESIDENT/DIRECTOR
Name of key/compensated personJEAN C LOGUEJEAN C LOGUEJEAN C LOGUEJEAN C LOGUEJEAN C LOGUE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
McMackin, F
TitleDIRECTORDIRECTORDIRECTORDIRECTORSECRETARY/TREAS(1/1-2/7/12)/DIRECTOR
Name of key/compensated personF JOSEPH MCMACKIN IIIF JOSEPH MCMACKIN IIIF JOSEPH MCMACKIN IIIF JOSEPH MCMACKIN IIIF JOSEPH MCMACKIN III
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Current officer    True
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Weiss, Allen
TitlePRESIDENTPRESIDENTPRESIDENTPRESIDENTPRESIDENT
Name of key/compensated personALLEN WEISS MDALLEN WEISS MDALLEN WEISS MDALLEN WEISS MDALLEN WEISS MD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Retirement and other deferred compensation$0.00$0.00$0.00$0.00$0.00
Nontaxable benefits from org$0.00$0.00$0.00$0.00$0.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$21,876.00$26,769.00$25,971.00$26,886.00$26,068.00
Sum of all compensation from org$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $912,173.00$897,804.00$792,105.00$801,974.00$1,333,749.00
Average hours per week working for related orgs40.0040.002.002.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesGIFTS TO PRESELECTED CHARITIESGIFTS TO PRESELECTED CHARITIESGIFTS TO PRESELECTED CHARITIESGIFTS TO PRESELECTED CHARITIESGIFTS TO PRESELECTED CHARITIES
Program service expenses, total$1,400,000.00$1,400,000.00$1,325,259.00$1,472,500.00$1,472,500.00
Programs, including revenue & expenses
GRANTS TO DESIGNATED SUPPORTED ORGANIZATIONS. SEE SCHEDULE I.
Program expenses$1,400,000.00$1,400,000.00$1,325,259.00$1,472,500.00$1,472,500.00
Grants and allocations made$1,400,000.00$1,400,000.00$1,325,259.00$1,472,500.00$1,472,500.00
Program descriptionGRANTS TO DESIGNATED SUPPORTED ORGANIZATIONS. SEE SCHEDULE I.GRANTS TO DESIGNATED SUPPORTED ORGANIZATIONS. SEE SCHEDULE I.GRANTS TO DESIGNATED SUPPORTED ORGANIZATIONS. SEE SCHEDULE I.GRANTS TO DESIGNATED SUPPORTED ORGANIZATIONS. SEE SCHEDULE I.GRANTS TO DESIGNATED SUPPORTED ORGANIZATIONS. SEE SCHEDULE I.
Financial data
Revenue
Total revenue$2,368,984.00$2,796,847.00$2,989,722.00$2,200,764.00$1,812,320.00
Investment income, current yr$2,368,984.00$2,796,847.00$2,976,502.00$2,199,198.00$1,791,703.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue    $0.00
Other revenue, current yr$0.00$0.00$13,220.00$1,566.00$20,617.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Other types of revenue
Miscellaneous revenue (total)  $13,220.00$1,566.00$20,617.00
Investment income$1,666,377.00$1,683,154.00$1,544,901.00$1,505,889.00$1,515,517.00
Expense categories (totals)
Total functional expenses: sum of all$1,593,148.00$1,599,429.00$1,488,966.00$1,649,625.00$1,643,213.00
Total functional expenses: program service $1,400,000.00$1,400,000.00$1,325,259.00$1,472,500.00$1,472,500.00
Total functional expenses: management and general$193,148.00$199,429.00$163,707.00$177,125.00$170,713.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$168,883.00$164,439.00$154,249.00$145,925.00$156,243.00
Assets and liabilities
Total assets$54,276,712.00$51,223,236.00$52,585,258.00$49,794,286.00$44,823,522.00
Total assets, beginning of year$51,223,236.00$52,585,258.00$49,794,286.00$44,823,522.00$42,430,889.00
Total liabilities$0.00$0.00$0.00$0.00$0.00
Total liabilities, beginning of year$0.00$0.00$0.00$0.00$0.00
Unrestricted net assets, end of yr$54,276,712.00$51,223,236.00$52,585,258.00$49,794,286.00$44,823,522.00
Net assets$54,276,712.00$51,223,236.00$52,585,258.00$49,794,286.00$44,823,522.00
Net assets, beginning of year$51,223,236.00$52,585,258.00$49,794,286.00$44,823,522.00$42,430,889.00
Investments: publicly traded securities$53,432,389.00$50,295,615.00$51,852,059.00$48,367,776.00$44,072,504.00
Other financial variables
Revenue less expenses$775,836.00$1,197,418.00$1,500,756.00$551,139.00$169,107.00
Savings & temp cash investment$844,323.00$927,621.00$733,199.00$1,426,510.00$751,018.00
Total net assets or fund balances$54,276,712.00$51,223,236.00$52,585,258.00$49,794,286.00$44,823,522.00
Governance and accountability
Number of voting members55555
Number of independent voting members33220
Financial sheets were auditedTrueTrueTrueTrueTrue
Other accounting method (indicator)TrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201713179349304591201613209349302381201513159349303676201423179349302082201333199349302593
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