3 SONS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: 3 SONS FOUNDATION INC (EIN 45-0645135)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2025-05-01
IRS object ID: 202501219349100120
Schema version: 2023v6.0
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
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-01T10:29:01-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	260547877	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KSDT & CO LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	9300 S DADELAND BLVD STE 600	AddressLine1Txt
City	MIAMI	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	331562721	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	450645135	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	3 SONS FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	3SON	BusinessNameControlTxt
Phone	3059894884	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5401 MAGGIORE STREET	AddressLine1Txt
City	MIAMI	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	331462847	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSE SEGRERA	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3059894884	PhoneNum
Signature	2025-05-01	SignatureDt

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	JOHN L HOFMANN	PreparerPersonNm
PTIN	P00009637	PTIN
Phone	3056703370	PhoneNum
Preparation	2025-05-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$450	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$61	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Total Rev And Expnss	$61	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$61	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$61	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$61	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$61	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$61	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$61	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$0	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$450	CashBOYAmt
Cash EOY	$450	CashEOYAmt
Cash EOYFMV	$450	CashEOYFMVAmt
Total Assets BOY	$450	TotalAssetsBOYAmt
Total Assets EOY	$450	TotalAssetsEOYAmt
Total Assets EOYFMV	$450	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$450	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$450	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$450	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$450	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$450	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$450	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$450	TotNetAstOrFundBalancesBOYAmt
Subtotal	$450	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$450	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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	false	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
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
Individual With Books	JOSE SEGRERA	IndividualWithBooksNm
Phone	3059894884	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5401 MAGGIORE STREET	AddressLine1Txt
City	CORAL GABLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33146	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	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSE SEGRERA
5401 MAGGIORE STREET	CORAL GABLES	FL	33146	PRESIDENT	1.00	$0	$0	$0
ELAINE SEGRERA
5401 MAGGIORE STREET	CORAL GABLES	FL	33146	SECRETARY	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$450	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$450	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$450	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$7	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$443	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$22	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$22	MinimumInvestmentReturnAmt
Distributable Before Adj	$22	DistributableBeforeAdjAmt
Distributable Before Ded	$22	DistributableBeforeDedAmt
Distributable As Adjusted	$22	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$22	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$74,947	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$18,207	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$22,374	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$23,225	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$6,358	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$145,111	TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus	$22	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$22	ExcessDistributionCyovAppCYAmt
Total Corpus	$145,089	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$74,925	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$70,164	ExcessDistriCyovToNextYrAmt
Excess From Year4	$18,207	ExcessFromYear4Amt
Excess From Year3	$22,374	ExcessFromYear3Amt
Excess From Year2	$23,225	ExcessFromYear2Amt
Excess From Year1	$6,358	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JOSE SEGRERA	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JOSE SEGRERA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	5401 MAGGIORE STREET	AddressLine1Txt
City	CORAL GABLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33146	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3059894884	RecipientPhoneNum
Submission Deadlines	REQUESTS FOR CONTRIBUTIONS SHOULD BE SUBMITTED IN WRITING AND SHOULD INCLUDE A BRIEF HISTORY OF THE	SubmissionDeadlinesTxt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
LICENSES & FEES	$61	$61

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