WANDA AND JAMES M MORAN JR FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WANDA AND JAMES M MORAN JR FOUNDATION INC (EIN 82-2212237)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-23
- IRS object ID
- 202442679349100009
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-23T09:54:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWN CENTER ROAD SUITE 400 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | 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 | 822212237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WANDA AND JAMES M MORAN JR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAND | BusinessNameControlTxt |
| Phone | 9542423891 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1Txt |
| City | DEERFIELD BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334424007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS K BLANTON | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9542423891 | PhoneNum |
| Signature | 2024-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TATYANA PORTH CPA | PreparerPersonNm |
| PTIN | P01216900 | PTIN |
| Phone | 5613945100 | PhoneNum |
| Preparation | 2024-09-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,140,956 | 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 | $8,505,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $120,288 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120,288 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,625,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,288 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,412,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,412,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,417,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,412,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,207,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,788 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,933,229 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,140,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,140,956 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $4,933,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,140,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,140,956 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,933,229 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,140,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,933,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,140,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,933,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,140,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,933,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,207,727 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,140,956 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,140,956 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,637 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,637 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,637 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,381 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,381 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $744 | OverpaymentAmt |
| Applied To ES Tax | $744 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS K BLANTON | IndividualWithBooksNm |
| Phone | 9542423891 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 NW CORPORATE BLVD SUITE 316 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES M MORAN JR | ||||||||
| 2101 NW CORPORATE BLVD SUITE 316 | BOCA RATON | FL | 33431 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| WANDA MORAN | ||||||||
| 2101 NW CORPORATE BLVD SUITE 316 | BOCA RATON | FL | 33431 | DIRECTOR/VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| THOMAS K BLANTON | ||||||||
| 2101 NW CORPORATE BLVD SUITE 316 | BOCA RATON | FL | 33431 | DIRECTOR/SEC/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,654,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,654,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,654,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,599,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,637 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,637 | TotalTaxAmt |
| Distributable Before Adj | $178,323 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,323 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,323 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,412,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,412,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,323 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,595,016 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,292,988 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,356,903 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,373,629 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,468,064 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,086,600 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,412,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,323 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,234,177 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,320,777 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,595,016 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,725,761 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,292,988 | ExcessFromYear4Amt |
| Excess From Year3 | $3,356,903 | ExcessFromYear3Amt |
| Excess From Year2 | $3,373,629 | ExcessFromYear2Amt |
| Excess From Year1 | $4,468,064 | ExcessFromYear1Amt |
| Excess From Current Year | $5,234,177 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES M MORAN JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASHEVILLE CULINARY FESTIVAL INC | ||||||||
| 80 COURT PLAZA | ASHEVILLE | NC | 28801 | N/A | PUBLIC CHARITY | COMMUNITY PARTNER SPONSORSHIP FOR THE 2023 CHOW CHOW FESTIVAL | $75,000 | |
| BEST FOOT FORWARD FOUNDATION INC | ||||||||
| 9080 KIMBERLY BLVD SUITE 10 | BOCA RATON | FL | 33434 | N/A | PUBLIC CHARITY | EMPOWERING FOSTER YOUTH TO MAXIMIZE THEIR POTENTIAL THROUGH ACADEMIC SUPPORT AND GUIDANCE | $300,000 | |
| COMMUNITY FOUNDATION OF COLLIER COUNTY | ||||||||
| 1110 PINE RIDGE ROAD SUITE 200 | NAPLES | FL | 34108 | N/A | PUBLIC CHARITY | ASSISTING WITH THE POST DISASTER NEEDS OF THE COMMUNITY RESULTING FROM HURRICANE IAN IN COLLIER AND LEE COUNTIES | $1,000,000 | |
| DELIVER THE DREAM INC | ||||||||
| 3223 NW 10TH TERRACE SUITE 602 | FORT LAUDERDALE | FL | 33309 | N/A | PUBLIC CHARITY | SUPPORT FOR PROGRAMS AND RETREATS TO FAMILIES EXPERIENCING SERIOUS ILLNESS OR CRISIS | $25,000 | |
| FEEDING SOUTH FLORIDA | ||||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | N/A | PUBLIC CHARITY | FEEDING THOSE IN NEED | $200,000 | |
| GOLD COAST JUNIOR GOLF FOUNDATION INC | ||||||||
| 419 NW 13TH DRIVE | BOCA RATON | FL | 33486 | N/A | PUBLIC CHARITY | PROVIDING JUNIOR GOLFERS THE OPPORTUNITY TO PARTICIPATE IN GOLF COMPETITIONS | $125,000 | |
| HAYWOOD STREET COMMUNITY DEVELOPMENT | ||||||||
| PO BOX 2982 | ASHEVILLE | NC | 28802 | N/A | PUBLIC CHARITY | DEEPLY AFFORDABLE HOUSING PROJECT | $250,000 | |
| HAYWOOD STREET CONGREGATION | ||||||||
| PO BOX 2982 | ASHEVILLE | NC | 28802 | N/A | PUBLIC CHARITY | BREAKING DOWN THE BARRIERS BETWEEN THE "HAVES AND "HAVE-NOTS". | $250,000 | |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | ||||||||
| 3100/3200 NORTH MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | N/A | PUBLIC CHARITY | SUPPORT AND NAMING FOR THE DOGS ADMISSION AREA | $250,000 | |
| SOS CHILDREN'S VILLAGES - FLORIDA | ||||||||
| 3681 NW 59 PLACE | COCONUT CREEK | FL | 33073 | N/A | PUBLIC CHARITY | SERVING FOSTER CHILDREN BY PROVIDING A FAMILY-ORIENTED COMMUNITY | $250,000 | |
| THE GIVING TREE OF TEMPLE BETH EL | ||||||||
| 333 SW 4TH AVENUE | BOCA RATON | FL | 33432 | N/A | PUBLIC CHARITY | MISSION OF SPREADING KINDNESS, DIGNITY AND HOPE TO THOSE IN NEED IN THE LOCAL COMMUNITY | $100,000 | |
| THE LORD'S PLACE INC | ||||||||
| 2808 NORTH AUSTRALIAN AVENUE | WEST PLAM BEACH | FL | 33407 | N/A | PUBLIC CHARITY | PROVIDING HOUSING AND WRAP AROUND SERVICES FOR INDIVIDUALS AND FAMILIES IN NEED | $250,000 | |
| UNITED WAY OF BROWARD COUNTY | ||||||||
| 1300 S ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT - JM FAMILY CAMPAIGN | $50,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACGUSETTS AVENUE NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | ASSISTANCE IN RESPONDING TO VARIOUS DISASTERS WITH THE DISTRIBUTION OF NOURISHING FOOD AND FRESH MEALS | $750,000 | |
| YOUTH AUTOMOTIVE TRAINING CENTER | ||||||||
| 399 SW MARTIN LUTHER KING JR AVENUE | DEERFIELD BEACH | FL | 33441 | N/A | PUBLIC CHARITY | SUPPORT AND EDUCATE DISADVANTAGED YOUTH IN BASIC AUTOMOTIVE REPAIR, ACADEMIC REMEDIATION, ETC. | $2,500 | |
| BOUNTY & SOUL | ||||||||
| 999 OLD US HWY 70 | BLACK MOUNTAIN | NC | 28711 | N/A | PUBLIC CHARITY | SUPPORT OF MISSION - "TOGETHER, WE CONNECT, SHARE, AND CELEBRATE NUTRITIOUS FOOD, EDUCATION, AND COMMUNITY" | $100,000 | |
| COMMUNITY FOUNDATION OF BROWARD | ||||||||
| 910 EAST LAS OLAS BOULEVARD SUITE | FORT LAUDERDALE | FL | 33301 | N/A | PUBLIC CHARITY | BROWARD CARES - SUPPORT FOR FLOODING VICTIMS | $300,000 | 200 |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY | ||||||||
| 505 SOUTH CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | N/A | PUBLIC CHARITY | BRICK BY BRICK, MIND BY MIND CAPITAL CAMPAIGN | $250,000 | |
| FLORIDA WILDLIFE CORRIDOR FOUNDATION INC | ||||||||
| 2606 FAIRFIELD AVE S BLDG 7 | ST PETERSBURG | FL | 33712 | N/A | PUBLIC CHARITY | ADVOCACY FOR THE CONSERVATION AND PROTECTION OF THE FLORIDA WILDLIFE CORRIDOR | $100,000 | |
| HAWAI'L COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | N/A | PUBLIC CHARITY | SUPPORT OF THE MAUI STRONG FUND FOR THE SHORT AND LONG-TERM RECOVERY FOR THE VICTIMS OF THE 2023 MAUI FIRES | $250,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | N/A | PUBLIC CHARITY | SUPPORT FOR RESEARCH AND EDUCATION TOWRDS ENDING BLOOD CANCER. | $20,000 | |
| SECOND HARVEST OF THE BIG BEND | ||||||||
| 4446 ENTREPOT BLVD | TALLAHASSEE | FL | 32310 | N/A | PUBLIC CHARITY | SUPPORT IN PROVIDING DISASTER RELIEF SUPPLIES IN THE AFTERMATH OF HURRICAN IDALIA | $125,000 | |
| THRIVE ASHEVILLE | ||||||||
| 15 WESTGATE ROAD | ASHEVILLE | NC | 28806 | N/A | PUBLIC CHARITY | COLLABORATION WITH LOCAL RESIDENTS AND LEADERS TO HELP FIND SOLUTIONS TO ISSUES FACING ASHEVILLE | $75,000 | |
| TOGETHER WE BAKE | ||||||||
| 212 SOUTH WASHINGTON STREET | ALEXANDRIA | VA | 22314 | N/A | PUBLIC CHARITY | BRINGING EMPOWERED WOMEN TOGETHER | $50,000 | |
| UFAR ANIMAL RESCUE CORP | ||||||||
| 364 SOUTH STATE ROAD 7 | MARGATE | FL | 33068 | N/A | PUBLIC CHARITY | CARE AND ADOPTION SERVICES FOR RESCUED DOGS AND CATS | $15,000 | |
| UNITED WAY OF THE BIG BEND | ||||||||
| 307 EAST 7TH AVENUE | TALLAHASSEE | FL | 32303 | N/A | PUBLIC CHARITY | SUPPORT IN PROVIDING DISASTER RELIEF SUPPLIES IN THE AFTERMATH OF HURRICAN IDALIA | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,412,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,288 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $120,288 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,288 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES M MORAN JR | ||||||
| 1 | 2101 NW CORPORATE BLVD SUITE 316 | BOCA RATON | FL | 33431 | $8,500,000 | Yes (X) |
| JM FAMILY ENTERPRISES INC | ||||||
| 2 | 100 JIM MORAN BOULEVARD | DEERFIELD BEACH | FL | 33442 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FLORIDA ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M MORAN JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 NW CORPORATE BLVD SUITE 316 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
Comments