THE BOB & HEIDE OLIVER FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE BOB & HEIDE OLIVER FAMILY FOUNDATION INC (EIN 20-0527386)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-02-12
IRS object ID
202440439349100924
Schema version
2023v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-12T17:54:01-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650688598PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TURNER & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BISCAYNE BLVD SUITE 177AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200527386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOB & HEIDE OLIVER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBOB&BusinessNameControlTxt
Phone3056619501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19501 SW 61ST COURTAddressLine1Txt
CityPINECRESTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33156ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEIDE OLIVERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3054446668PhoneNum
Signature2024-02-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHEIDEPersonFirstNm
Person LastOLIVERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID M TURNERPreparerPersonNm
PTINP00698896PTIN
Phone3053770707PhoneNum
Preparation2024-02-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$54,871FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$15,021TotalRevAndExpnssAmt
Total Net Invst Incm$21TotalNetInvstIncmAmt
Taxes Rev And Expnss$70TaxesRevAndExpnssAmt
Taxes Net Invst Incm$70TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$70TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$70TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,570TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$70TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,451ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$45,420SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$54,871SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$54,871SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$45,420TotalAssetsBOYAmt
Total Assets EOY$54,871TotalAssetsEOYAmt
Total Assets EOYFMV$54,871TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$45,420NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$54,871NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$45,420TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$54,871TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,420TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$54,871TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,420TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,451ExcessRevenueOverExpensesAmt
Subtotal$54,871SubtotalAmt
Tot Net Ast Or Fund Balances EOY$54,871TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHEIDE OLIVERIndividualWithBooksNm
Phone3056619501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19501 SW 61ST COURTAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33156ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BOB OLIVER
9501 SW 61ST COURTMIAMIFL33156TRUSTEE1.00$0$0$0
HEIDE OLIVER
9501 SW 61ST COURTMIAMIFL33156TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,600AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$42,600TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$42,600AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$639CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,961NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,098MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,098MinimumInvestmentReturnAmt
Distributable Before Adj$2,098DistributableBeforeAdjAmt
Distributable Before Ded$2,098DistributableBeforeDedAmt
Distributable As Adjusted$2,098DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,500ExpensesAndContributionsAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,098DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,825ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,179ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,073ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,142ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,315ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,534TotalExcessDistributionCyovAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt
Applied To Current Year$2,098AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,402RemainingDistriFromCorpusAmt
Total Corpus$47,936TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,825ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$41,111ExcessDistriCyovToNextYrAmt
Excess From Year4$5,179ExcessFromYear4Amt
Excess From Year3$14,073ExcessFromYear3Amt
Excess From Year2$8,142ExcessFromYear2Amt
Excess From Year1$10,315ExcessFromYear1Amt
Excess From Current Year$3,402ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT AND HEIDE OLIVERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GRANADA CHURCH
950 UNIVERSITY DRIVECORAL GABLESFL33134NONEPUBLICCHARITABLE$350
MAKE-A-WISH SOUTHERN FOUNDATION
1702 EAST HIGHLAND STE 4PHOENIXAZ85016NONEPUBLICCHARITABLE$100
MARIETTA CEMETERY
420 WEST ATLANTA ROADMARIETTAGA30064NONEPUBLICCHARITABLE$100
MIAMI RESCUE MISSION
3553 NW 50TH STREETMIAMIFL33142NONEPUBLICCHARITABLE$650
MUSCULAR DEGENERATION RESEARCH
161 N CLARKE STE 3550CHICAGOIL60601NONEPUBLICCHARITABLE$100
PINEY GROVE BAPTIST CHURCH
C/O 9501 SW 61ST COURTMIAMIFL33156NONEPUBLICRELIGIOUS$2,800
SCHRINER'S HOSPITAL FOR CHILDREN
2900 N ROCKY POINTTAMPAFL33607NONEPUBLICCHARITABLE$100
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC20036NONEPUBLICCHARITABLE$100
ST JUDE CHILDREN'S HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPUBLICMEDICAL$100
THE SMILE TRAIN
633 THIRD AVENUE 9TH FLNEW YORKNY10017NONEPUBLICCHARITABLE$1,000
WOUNDED WARRIORS
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256NONEPUBLICCHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBOB AND HEIDE OLIVERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19501 SW 61ST COURTAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33156ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryANNUAL REPORT FEECategoryTxt
Amt$70Amt
Net Investment Income$70NetInvestmentIncomeAmt

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