GORE FAM MEMORIAL FOUNDATION TR 3298-4: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GORE FAM MEMORIAL FOUNDATION TR 3298-4 (EIN 59-6497544)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-12
- IRS object ID
- 202421039349101132
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-12T12:09:52-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824713284 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cardinal Accountants LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 N Federal Hwy Ste 202 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596497544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gore Family Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORE | BusinessNameControlTxt |
| Phone | 9547818634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 S Federal Highway 442 | AddressLine1Txt |
| City | Deerfield Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laurence D Gore | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2024-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Laurence D | PersonFirstNm |
| Person Last | Gore | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert D Desmond CPA | PreparerPersonNm |
| PTIN | P02034362 | PTIN |
| Phone | 5613914848 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,083,605 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $691,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $652,711 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $691,759 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,858 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,691,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,858 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $693,617 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $654,569 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $691,759 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,313 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,403 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $93,910 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $123,403 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $123,403 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,550 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,550 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $8 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,929 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,350 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,279 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $438 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $280 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $4,084 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $4,084 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,930 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,930 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,855 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $386,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $295,740 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $863,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $863,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,249,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,159,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$556,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $564,999 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $691,759 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $292,371 | CashBOYAmt |
| Cash EOY | $22,650 | CashEOYAmt |
| Cash EOYFMV | $22,650 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $846,388 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $460,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $748,966 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $12,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $19,374,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,472,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,730,145 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOYFMV | $6,569,344 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,621 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,501 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $1,120 | LandEOYAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Total Assets BOY | $20,525,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,969,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,083,605 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,525,839 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,969,270 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,525,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,969,270 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,525,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,969,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,525,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$556,314 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,969,525 | SubtotalAmt |
| Other Decreases | $255 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,969,270 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Merrill Lynch Short Term | P | 2023-01-01 | 2023-12-31 | $31,841,995 | $32,556,715 | -$714,720 | -$714,720 |
| Merrill Lynch Long Term | P | 2020-01-01 | 2023-12-31 | $4,814,367 | $4,132,768 | $681,599 | $681,599 |
| Merrill Lynch Dividend Cap Gain | P | 2023-01-01 | 2023-12-31 | $34,979 | $34,979 | $34,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,858 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$679,741 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,853 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,853 | SubtotalAmt |
| Tax Based On Investment Income | $7,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,436 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,436 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $583 | OverpaymentAmt |
| Applied To ES Tax | $583 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diane Christine Fiore | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9547818634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 S Federal Highway Ste 442 | AddressLine1Txt |
| City | Deerfield Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Laurence D Gore | ||||||
| 1920 S Ocean Drive 604 | Ft Lauderdale | FL | 33316 | Chairman | 8.00 | $12,806 |
| Christine Gore | ||||||
| 7945 South Mountain Oak Dr | Cottonwood Heights | UT | 84121 | Trustee | 2.00 | $12,806 |
| Michael Palmer | ||||||
| 5984 Whippoorwill Circle | Westlake | FL | 33470 | Trustee | 2.00 | $12,806 |
| Pamela Bringsjord | ||||||
| 778 Sleep Hollow Road | Briarcliff Manor | NY | 10510 | Secretary | 2.00 | $12,806 |
| Andrew Gore | ||||||
| 4946 Woodland Avenue | Western Springs | IL | 60558 | Treasurer | 6.00 | $12,806 |
| Guy P Gore | ||||||
| 2401 NE 36th Street 105 | Lighthouse Point | FL | 33064 | Trustee | 2.00 | $12,806 |
| Gregory Gore | ||||||
| 1580 Dittmer Circle SE | Palm Bay | FL | 32909 | Trustee | 2.00 | $10,672 |
| Thomas Gore | ||||||
| 30665 Fox Chase Drive | Salisbury | MD | 21804 | Vice Chairman | 2.00 | $12,806 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Diane Fiore | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 S Federal Highway 442 | AddressLine1Txt |
| City | Deerfield Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trust Administrato | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $84,210 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,813,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,928,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,928,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $328,934 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,599,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,080,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,080,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,853 | TotalTaxAmt |
| Distributable Before Adj | $1,072,147 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,072,147 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,072,147 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,159,240 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,159,240 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,072,147 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $529,456 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,159,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $529,456 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $629,784 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $442,363 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Humane Society Of Broward County | |||||||
| 2070 Griffin Road | Ft Lauderdale | FL | 33312 | None | PC | General Society purposes | $19,500 |
| History Fort Lauderdale | |||||||
| 219 SW 2nd Avenue | Ft Lauderdale | FL | 33301 | None | PC | Funding to support Educational School Programs | $11,700 |
| Pace Center for Girls Broward | |||||||
| 2225 North Andrews Avenue | Wilton Manors | FL | 33311 | None | PC | Counseling and academic day program | $19,500 |
| Everglades Angels Dog Rescue Inc | |||||||
| 2637 E Atlantic Blvd 269 | Pompano Beach | FL | 33062 | None | PC | General Operating Funds to support the mission of the organization | $19,500 |
| Semper FI Fund -American Fund | |||||||
| 825 College Blvd Ste 102 PMB 609 | Oceanside | CA | 92057 | None | PC | General Operating Funds to support the organization's mission. | $19,500 |
| Dolphin Research Center | |||||||
| 58901 Overseas Highway | Grassy Key | FL | 33050 | None | PC | Special Needs Pathway Program for the Disabled | $19,500 |
| Child Development Resources | |||||||
| 150 Point OWoods | Williamsburg | VA | 23188 | None | PC | Developmental Playground for the Disabled | $19,500 |
| Boys and Girls Club of Broward County | |||||||
| 877 NW 61st Street | Ft lauderdale | FL | 33309 | None | PC | Support for the Youth Education Success (YES) Program | $43,500 |
| Jack and Jill Childrens Center | |||||||
| 1315 W Broward Blvd | Ft Lauderdale | FL | 33312 | None | PC | Support for one 3 year old class program | $43,500 |
| Lighthouse of Broward County | |||||||
| 5901 Del Lago Circle | Sunrise | FL | 33313 | None | PC | Support for the bright Beginnings-Early Intervention Program | $43,500 |
| Mary Carrico Catholic School | |||||||
| 9546 Highway 144 | Philpot | KY | 42366 | None | PC | Stem ActivitiesTution Assistance and teaching Materials | $40,000 |
| Rebuilding Together Broward County | |||||||
| 901 Northeast 13th Street | Fort Lauderdale | FL | 33304 | None | PC | Support for the Safe and Healthy Homes and Communities Program | $43,500 |
| Habitat For Humanity of Broward Inc | |||||||
| 888 Northwest 62nd St 2nd FL | Fort Lauderdale | FL | 33309 | None | PC | Key to Economic Prosperity Home Ownership Program | $43,500 |
| The Flite Center | |||||||
| 5201 Northwest 33rd Ave | Ft Lauderdale | FL | 33309 | None | PC | Support for the You Matter Program | $43,500 |
| ARC Broward | |||||||
| 10250 NW 53rd Street | Sunrise | FL | 33351 | None | PC | Support for work of ARC in working with people with disabilities | $43,500 |
| Children's Diagnostic Treatment Cen | |||||||
| 1401 S Federal Highway | Ft Lauderdale | FL | 33316 | None | PC | Support work of organization in working with individuals with special health care needs. | $43,500 |
| Women in Distress Of Broward County | |||||||
| PO Box 50187 | Lighthouse Point | FL | 33074 | None | PC | Support efforts to stop domestic violence | $43,500 |
| Healthy Mothers Healthy Babies Coal | |||||||
| 3810 Inverrary Blvd Ste 305 | Lauderhill | FL | 33319 | None | PC | To support organization's mission in strengthening families and improving birth outcomes | $46,800 |
| Place of Hope | |||||||
| 9078 Isaiah lane | Palm Beach Gardens | FL | 33418 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $19,500 |
| Nova SoutheasternUniv School of Psy | |||||||
| 3301 College Avenue | Ft Lauderdale | FL | 33314 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $19,500 |
| Short North Stage | |||||||
| 1187 North High Street | Columbus | OH | 43201 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $19,500 |
| Cypress Cove Landkeepers | |||||||
| PO Box 110308 | Naples | FL | 34108 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $19,500 |
| Center for Independent Living of Br | |||||||
| 4800 North State Rd 7 Bld F Ste 102 | Fort Lauderdale | FL | 33319 | None | PC | To support the organization in fullfilling its tax exempt purpose | $19,500 |
| Equus Foundation Inc | |||||||
| 168 Long Lots Road | Westport | CT | 06880 | None | PC | To support the organization in fullfilling its tax exempt purpose | $19,500 |
| Rhode Island School of Design | |||||||
| 2 College Street | Providence | RI | 02903 | None | PC | To support the organization in fullfilling its tax exempt purpose | $19,500 |
| Broward Performing Arts Foundation | |||||||
| 201 Southwest 5th Aveneu | Fort Lauderdale | FL | 33312 | None | PC | To support the organization in fullfilling its tax exempt purpose | $19,500 |
| The Journey Home | |||||||
| 308 West Castle St PO Box 331025 | Murfreesboro | TN | 37133 | None | PC | To support the organization in fullfilling its tax exempt purpose | $19,500 |
| Resurrection University Parish | |||||||
| 1725 S 11th Ave | Bozeman | MT | 59715 | None | PC | To support the organization in fullfilling its tax exempt purpose | $19,500 |
| Greater Chicago Food Depository | |||||||
| 4100 W Ann Lurie Place | Chicago | IL | 60632 | None | PC | To support the organization in fullfilling its tax exempt purpose | $58,500 |
| Council on Foundation | |||||||
| PO Box 75661 | Baltimore | MD | 21275 | None | PC | To support the organization in fullfilling its tax exempt purpose | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $863,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $691,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,858 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Blackrock FDS High Yield | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $691,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,858 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $693,617 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Other accounting Fees | $2,650 | $0 | $0 | $2,650 |
| tax prep fees | $4,800 | $4,800 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Think Pad Laptop | PropertyDesc |
| Acquired | 2023-05-26 | AcquiredDt |
| Cost Or Other Basis | $1,400 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.2000 | Rt |
| Current Year Expense | $280 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $4,621 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,501 | AccumulatedDepreciationAmt |
| Book Value | $1,120 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| expert opinion | $3,000 | -$3,008 | $0 | $8 |
| Legal fees court case | $49,590 | $49,590 | $0 | $0 |
| legal fees reimbursed | $46,582 | -$46,582 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Expense | Desc |
| Amt | $255 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Insurance-Workers Comp | $350 | $350 |
| Office Administration | $5,755 | $5,755 |
| Relocation | $750 | $750 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $2 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COF dues | $1,000 | $0 | $0 | $1,000 |
| IT Services | $6,000 | $0 | $0 | $6,000 |
| Merrill Lynch Fees | $103,896 | $77,922 | $0 | $25,974 |
| Notary | $243 | $0 | $0 | $243 |
| Payroll Services | $2,133 | $0 | $0 | $2,133 |
| Trading fees | $7 | $7 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $841 | |
| Foreign Taxes | $438 | $438 |
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