JOSEPH AND KAREN SETA FAMILY FOUNDATION IRRV TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND KAREN SETA FAMILY FOUNDATION IRRV TR (EIN 86-6495805)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-30
- IRS object ID
- 202432749349100408
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-30T11:50:25-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823728824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKIBA & KRON CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 NE 26 AVE SUITE 103 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | 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 | 866495805 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH AND KAREN SETA FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5619942660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 E ROGERS CIRCLE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33499 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH SETA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5612139530 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK L SKIBA | PreparerPersonNm |
| PTIN | P00110575 | PTIN |
| Phone | 9543600198 | PhoneNum |
| Preparation | 2024-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,766,154 | 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 |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,726 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,726 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,515 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$10,115 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,737 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,737 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $861 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $861 | InterestNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,787 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,787 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,620 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,787 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $153,429 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $153,429 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$168,812 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,876 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,737 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$15,349 | CashBOYAmt |
| Cash EOY | -$78,343 | CashEOYAmt |
| Cash EOYFMV | -$78,343 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,602,747 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,844,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,844,497 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,587,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,766,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,766,154 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,587,397 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,587,397 | CapitalStockEOYAmt |
| Retained Earning BOY | $1 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,178,757 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,587,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,766,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,587,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,766,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,587,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$168,812 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,347,568 | OtherIncreasesAmt |
| Subtotal | $3,766,154 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,766,154 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $248 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $248 | SubtotalAmt |
| Tax Based On Investment Income | $248 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $248 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $248 | TotalPaymentsAndCreditsAmt |
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 |
| Individual With Books | JOSEPH SETA | IndividualWithBooksNm |
| Phone | 5619942660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 E ROGERS CIRCLE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33499 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH SETA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 E ROGERS CIRCLE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO 30 CHARITABLE ORGANIZATIONS XV(3) SCHEDULE | Description1Txt |
| Expenses1 | $153,429 | Expenses1Amt |
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 | $3,371,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$8,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,362,730 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,362,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,441 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,312,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $248 | TotalTaxAmt |
| Distributable Before Adj | $165,366 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $165,366 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $165,366 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,216 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $156,216 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $155,846 | UndistributedIncomePYAmt |
| Qualifying Distributions | $156,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $155,846 | AppliedToYear1Amt |
| Applied To Current Year | $370 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $164,996 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH SETA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 E ROGERS CIRCLE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5612139530 | RecipientPhoneNum |
| Recipient Email Address | RONSWEENEY@SETACORPORATION.COM | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| PRAGERU | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | TO FURTHER CHARITABLE ACTIVITIES | $5,000 | |
| NATIONAL MULTIPLE SCLOROSIS | |||||||
| 3250 W COMMERCIAL BLVD | FORT LAUDERDALE | FL | 33309 | NONE | TO FURTHER CHARITABLE ACTIVITY | $250 | |
| ROGER BACON HIGHSCHOOL | |||||||
| 4320 VINE STREET | CINCINNATI | OH | 45217 | NONE | TO FURTHER CHARITABLE ACTIVITY | $2,499 | |
| SAMARITINS PURSE | |||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | NONE | TO FURTHER CHARITABLE ACTIVITY | $1,000 | |
| SPECIAL OLYMPICS | |||||||
| 2600 VIRGINIA AVENUE | WASHINGTON | DC | 20037 | NONE | TO FURTHER CHARITABLE ACTIVITY | $2,000 | |
| FRIENDS OF THE POOL | |||||||
| 217 MATECUMBE AVENUE | ISLAMORADA | FL | 33036 | NONE | TO FURTHER CHARITABLE ACTIVITY | $2,500 | |
| FOUNTAINS CHARITABLE FOUNDATION | |||||||
| FOUNTAINS DRIVE | LAKE WORTH | FL | 33467 | NONE | TO FURTHER CHARITABLE ACTIVITY | $1,185 | |
| PLACE OF HOPE | |||||||
| 21441 BOCA RIO | BOCA RATON | FL | 33433 | NONE | TO FURTHER CHARITABLE ACTIVITY | $46,021 | |
| BILLE TOME FDN | |||||||
| 7390 FAIRWAY TRAIL | BOCA RATON | FL | 33487 | NONE | TO FURTHER CHARITABLE ACTIVITY | $15,000 | |
| EMANUAL JACKSON SR PROJECT | |||||||
| 700 W ATLANTIC AVE | DELRAY BEACH | FL | 33444 | NONE | TO FURTHER CHARITABLE ACTIVITY | $10,000 | |
| TUNNELS TO TOWERS | |||||||
| 2361 HAYLEN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | TO FURTHER CHARITABLE ACTIVITY | $6,500 | |
| 4KIDS FORT LAUDERDALE | |||||||
| 2717 WEST CYPRESS CREEK | FORT LAUDERDALE | FL | 33309 | NONE | TO FURTHER CHARITABLE ACTIVITY | $1,000 | |
| ST JOAN | |||||||
| 501 SW 3RD STREET | BOCA RATON | FL | 33432 | NONE | TO FURTHER CHARITABLE ACTIVITY | $800 | |
| ORGANIC CONSUMERS ASSN | |||||||
| 6771 SOUTH SILVER HILL DR | FINLAND | MN | 55603 | NONE | TO FURTHER CHARITABLE PURPOSES | $500 | |
| THE KASH | |||||||
| 23275 POINTE DRIVE | LAGUNA NIGUEL | CA | 92653 | NONE | TO FURTHER CHARITABLE ACTIVITY | $500 | |
| NATIONAL VACCINE INFORMATION CENTER | |||||||
| 21525 RIDGETOP CIRCLE | STERLING | VA | 20166 | NONE | TO FURTHER CHARITABLE ACTIVITY | $1,000 | STE 100 |
| AFLDS | |||||||
| PO BOX 131808 | HOUSTON | TX | 77219 | NONE | TO FURTHER CHARITABEL ACTIVITY | $3,000 | |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | TO FURTHER CHARITABLE ACTIVITY | $1,000 | |
| ST JUDE | |||||||
| 1971 SW 172 AVE 500 | MIRAMAR | FL | 33029 | NONE | TO FURTHER CHARITABLE ACTIVITY | $1,999 | |
| VALDOSTA STATE ANGIE CIPRIANI | |||||||
| 1500 N PATTERSON ST | VALDOSTA | GA | 31698 | NONE | TO FURTHER CHARITABLE ACTIVITY | $200 | |
| FCF | |||||||
| 6901 PARKER AVE | WEST PALM BEACH | FL | 33405 | NONE | TO FURTHER CHARITABEL ACTIVITY | $175 | |
| FOREST HILLS TRACK & FIELD | |||||||
| 6901 PARKER AVE | WEST PALME BEACH | FL | 33405 | NONE | TO FURTHER CHARITABLE ACTIVITY | $1,800 | |
| CANCER FOUNDATION FLORIDA KEYS | |||||||
| 1 KEY WEST | KEY WEST | FL | 33040 | NONE | TO FURTHER CHARITABEL ACTIVITY | $500 | |
| CORAL GLADES DECA | |||||||
| 2700 SPORTSPLEX DRIVE | CORAL SPRINGS | FL | 33065 | NONE | TO FURTHER CHARITABLE ACTIVITY | $1,000 | |
| RHEMI | |||||||
| 200 STIRLING AVENUE | DELRAY BEACH | FL | 33444 | NONE | TO FURTHER CHARITABLE ACTIVITY | $25,000 | |
| COMING BACK TO GIVE | |||||||
| 2455 SUNFLOWER DRIVE | EVANS | GA | 30809 | NONE | TO FURTHER CHARITABEL ACTIVITY | $10,000 | |
| CONNECT TO GREATNESS INC | |||||||
| 1530 BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33436 | NONE | TO FURTHER CHARITABEL ACTIVITY | $10,000 | |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32 TERRACE | PEMBROOK PARK | FL | 33023 | NONE | TO FURTHER CHARITABLE ACTIVITY | $1,000 | |
| BUONICONTI FUND | |||||||
| 1095 NW 14 TERRACE | MIAMI | FL | 33136 | NONE | TO FURTHER CHARITABLE PURPOSE | $1,000 | |
| AMERICAN FAMILY ASSOCIATION | |||||||
| PO DRAWER 2440 | TUEPLO | MS | 38803 | NONE | TO FURTHER CHARITABEL ACTIVITY | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $153,429 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$28,852 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,737 | ExclusionAmt |
| Related Or Exempt Function Incm | -$28,852 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$10,115 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acquired | 2021-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $28,515 | GrossSalesPriceAmt |
| Basis | $57,367 | BasisAmt |
| Total Net | -$28,852 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3000 AMAZON INC | $455,820 | $455,820 |
| 24492.564 BLACKROCK SCIENCE & TECH | $409,271 | $409,271 |
| 2608.292 INVESCO QQQ TRUST | $1,068,148 | $1,068,148 |
| 3874.189 VANGUARD INFO TECH | $1,875,107 | $1,875,107 |
| 73 NVIDIA CORPORATION | $36,151 | $36,151 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OUTSIDE SERVICES | $1,620 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT | Desc |
| Amt | $1,347,568 | Amt |
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