BETA

KIRK FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KIRK FAMILY FOUNDATION INC (EIN 65-0984254)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-13
IRS object ID
202212569349100511
Schema version
2021v4.0
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)
Return2022-09-13T11:16:49-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591949459PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HINKLE RICHTER & RHINE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12600 NE 14TH STREET CSWYAddressLine1Txt
CityPOMPANO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP330628224ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650984254EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIRK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKIRKBusinessNameControlTxt
Phone9545664794PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 NE 14TH STREET CAUSEWAYAddressLine1Txt
CityPOMPANO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARSON KIRKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9545664794PhoneNum
Signature2022-08-03SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARSONPersonFirstNm
Person LastKIRKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDARRYL L HINKLE CPAPreparerPersonNm
PTINP00758117PTIN
Phone9549412312PhoneNum
Preparation2022-09-01PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,249,566FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,212DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,212DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$129,329NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$208,550GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$129,329CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$148,546TotalRevAndExpnssAmt
Total Net Invst Incm$148,546TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$211LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$105LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$106LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$963AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$481AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$482AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,785OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,785OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,316TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$12,275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,371TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$588TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,275TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,371TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,588TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$66,271ExcessRevenueOverExpensesAmt
Net Investment Income$138,175NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2CashBOYAmt
Cash EOY$4CashEOYAmt
Sav And Temp Cash Invst BOY$60,838SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,350SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,350SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$705,348CorporateStockBOYAmt
Corporate Stock EOY$810,105CorporateStockEOYAmt
Corporate Stock EOYFMV$1,227,216CorporateStockEOYFMVAmt
Total Assets BOY$766,188TotalAssetsBOYAmt
Total Assets EOY$832,459TotalAssetsEOYAmt
Total Assets EOYFMV$1,249,566TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$766,188RetainedEarningBOYAmt
Retained Earning EOY$832,459RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$766,188TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$832,459TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$766,188TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$832,459TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$766,188TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$66,271ExcessRevenueOverExpensesAmt
Subtotal$832,459SubtotalAmt
Tot Net Ast Or Fund Balances EOY$832,459TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DFAP2020-12-142021-11-11$5,805$4,837$968$968
DFAP2016-12-152021-11-11$174,837$74,384$100,453$100,453
FieldValueIRS element (for citing)
Capital Gain Net Income$129,329CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$968NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,921InvestmentIncomeExciseTaxAmt
Subtotal$1,921SubtotalAmt
Tax Based On Investment Income$1,921TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$780EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$780TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$1,147TaxDueAmt

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 AddressNONEWebsiteAddressTxt
Individual With BooksHINKLE RICHTER RHINE LLPIndividualWithBooksNm
Phone9549412312PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12600 NE 14 STREETAddressLine1Txt
CityPOMPANO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33062ZIPCd
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 PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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

FieldValueIRS element (for citing)
PersonCARSON KIRKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 NE 14 STREETAddressLine1Txt
CityPOMPANO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33062ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CHARITABLE GIVING TO CHARITIES AROUND THE NATION.Description1Txt

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$1,192,145AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,502AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,235,647TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,235,647AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,535CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,217,112NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,856MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,856MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,921TaxBasedOnInvestmentIncomeAmt
Total Tax$1,921TotalTaxAmt
Distributable Before Adj$58,935DistributableBeforeAdjAmt
Distributable Before Ded$58,935DistributableBeforeDedAmt
Distributable As Adjusted$58,935DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,588ExpensesAndContributionsAmt
Qualifying Distributions$70,588QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,935DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$46ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$46TotalExcessDistributionCyovAmt
Qualifying Distributions$70,588QualifyingDistributionsAmt
Applied To Current Year$58,935AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,653RemainingDistriFromCorpusAmt
Total Corpus$11,699TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$11,699ExcessDistriCyovToNextYrAmt
Excess From Year2$46ExcessFromYear2Amt
Excess From Current Year$11,653ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
QUINCY PUBLIC SCHOOLS
QUINCY PUBLIC SCHOOLS FOUNDATION1416 MAINE STREET1416 MAINE STREETQUINCYIL62301NONENON PROFITUNRESTRICTED USE$12,000
BWC CHORAL GROUP
BWC CHORAL GROUPPO BOX 11516PO BOX 11516FORT LAUDERDALEFL33339NONEFOUNDATIONUNRESTRICTED USE$10,000
CARDINAL GIBBONS HIGH SCHOOL
CARDINAL GIBBONS HIGH SCHOOL2900 NE 47TH STREET2900 NE 47TH STREETFORT LAUDERDALEFL33308NONENON PROFITUNRESTRICTED SUPPORT$20,000
CHRISTIAN SCIENCE CHURCH
CHRISTIAN SCIENCE CHURCH380 SE 5TH AVE380 SE 5TH AVEQUINCYIL623014163NONEREL. INSTIT.UNRESTRICTED USE$5,000
YOUNG LIFE
YOUNG LIFEPO BOX 520PO BOX 520COLORADO SPRINGSCO809010520NONECHARITYUNRESTRICTED USE$15,000
OPERA FUSION
OPERA FUSION1700 NE 16TH STREET1700 NE 16H STREETFORT LAUDERDALEFL33304NONECHARITYUNRESTRICTED USE$1,000
KIWANIS GEM CITY
KIWANIS GEM CITYPO BOX 178PO BOX 178QUINCYIL62306NONECHARITYUNRESTRICTED USE$2,000
SUNSET HOUSE
SUNSET HOUSE8800 SUNSET DRIVE8800 SUNSET DRIVEPALM BEACH GARDENSFL33410NONECHARITYUNRESTRICTED USE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,212ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$129,329ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$148,546ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,546TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$963Amt
Net Investment Income$481NetInvestmentIncomeAmt
Disbursements Charitable Prps$482DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MKTS CORE - DFCEX$25,929$65,639
DFA GLOBAL REAL ESTATE - DFGEX$25,089$64,924
DFA INTERM. TERM EXTENDED - DFTEX$67,266$68,483
DFA INTL CORE EQUITY - DFIEX$71,451$129,991
DFA SHORT DURATION REAL RET. - DFAIX$28,949$30,488
DFA SHORT-TERM EXT. QUALITY - DFEQX$140,374$139,573
DFA TWO YEAR GLOBAL FIXED - DFGFX$122,582$120,994
DFA US LARGE CAP VALUE-DFLVX
DFA US LARGE COT - DFUSX$56,730$222,507
DFA US MICRO CAP - DFSCX$49,076$98,089
VANGUARD INFLATION - VAIPX$20,827$25,670
VANGUARD MBS - VMBSX$27,281$27,012
DFA US CORE EQUITY DFEOX$174,551$233,846

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$211LegalFeesAmt
Net Investment Income$105NetInvestmentIncomeAmt
Disbursements Charitable Prps$106DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEESCategoryTxt
Amt$9,785Amt
Net Investment Income$9,785NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX BASED ON INVESTMENT INCOMECategoryTxt
Amt$1,316Amt

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