THE THOMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS FAMILY FOUNDATION INC (EIN 36-4311966)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-10
- IRS object ID
- 202330419349100503
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-10T03:10:12-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462018155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 N PINE ISLAND ROAD STE 205 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364311966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 9544591270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30580 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED THOMAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9545243643 | PhoneNum |
| Signature | 2023-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALFRED | PersonFirstNm |
| Person Last | THOMAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON E PICOLO CPA | PreparerPersonNm |
| PTIN | P00026186 | PTIN |
| Phone | 9545305333 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,599,773 | 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 | $259 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $259 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $237,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $237,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,041,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,639 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $342,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,311 | 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 | $4,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,897 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,019 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,619 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $176 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $174 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,674 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $469,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $469,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $567,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $471,766 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$225,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $260,194 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $698,057 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $439,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $439,242 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,406 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,406 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $290,579 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $708,354 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $692,440 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,310,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,810,033 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,958,219 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $434,699 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $546,478 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $509,868 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $130,398 | OtherAssetsBOYAmt |
| Other Assets EOY | $130,683 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,863,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,638,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,599,773 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $203 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,726,885 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,726,885 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,136,841 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,911,311 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,863,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,638,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,863,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,638,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,863,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$225,530 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,638,196 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,638,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| SCHWAB ACTIVITY L/T CAPITAL GAINS | $4,041,902 | $300,735 | $300,735 |
| SCHWAB ACTIVITY S/T CAPITAL GAINS | -$199,692 | -$199,692 | |
| SCWAB CAPITAL GAINS DISTRIBUTIONS | $3,596 | $3,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,639 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,617 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,617 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,617 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | 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 | $3,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $240 | TaxDueAmt |
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 | 0 | 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 | ALFRED THOMAS | IndividualWithBooksNm |
| Phone | 9545243643 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30850 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33303 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALFRED THOMAS | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| PHYLLIS THOMAS | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | VICE-PRESIDENT/SECRETARY | 2.00 | $0 | $0 | $0 |
| LYDIA BART | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | VICE-PRESIDENT | 2.00 | $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 | $9,268,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $521,826 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,790,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,790,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,643,324 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,617 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,617 | TotalTaxAmt |
| Distributable Before Adj | $478,549 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $478,549 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $478,549 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $471,766 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $471,766 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $478,549 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $466,334 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $471,766 | QualifyingDistributionsAmt |
| Applied To Year1 | $466,334 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $473,117 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4KIDSINC | |||||||
| 2717 WEST CYPRESS CREEK RD | FORT LAUDERDALE | FL | 33309 | NONE | 501C(3) | TO PROVIDE A HOME & REFUGE FOR EVERY CHILD IN NEED | $7,400 |
| A SPRING OF HOPE INC | |||||||
| 7741 NW 39TH AVE | COCONUT CREEK | FL | 33073 | NONE | 501C(3) | BRING WATER & SANITATION TO NEEDY | $25,000 |
| AFTER SCHOOL MATTERS | |||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | 501C(3) | PROVIDES TEENS WITH OPPORTUNITIES TO DISCOVER THEIR POTENTIAL & FIND THEIR FUTURE. | $2,500 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 200065009 | NONE | 501C(3) | TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS | $5,000 |
| BROWARD COLLEGE FOUNDATION | |||||||
| 111 EAST LAS OLAS BLVD 11TH FL | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | TO TRANSFORM LIVES THROUGH EDUCATION AND COMMUNITY AWARENESS | $24,250 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW FIFTH AVENUE | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | SUSTAIN, DEVELOP AND SECURE THE FUTURE OF PERFORMING ARTS | $25,000 |
| BROWARD PUBLIC LIBRARY FOUNDATION | |||||||
| 100 SOUTH ANDREWS AVE | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | TO ENHANCE THE COLLECTIONS, PROGRAMS AND SERVICES OF THE BROWARD COUNTY LIBRARY SYSTEMS | $250 |
| CARING FOR CAMBODIA | |||||||
| 900 RR 620 SOUTH | AUSTIN | TX | 78734 | NONE | 501C(3) | TO ENSURE A BETTER FUTURE FOR CAMBODIAN CHILDREN | $2,500 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN RD STE 101 | GLEN ROCK | NJ | 07452 | NONE | 501C(3) | ASSESSMENT ORGANIZATION THAT EVALUATES CHARITABLE ORGANIZATIONS IN THE US. | $3,000 |
| CHILDREN'S AID CLUB | |||||||
| PO BOX 11503 | FORT LAUDERDALE | FL | 33339 | NONE | 501C(3) | ASSIST CHILDREN AND THEIR FAMILIES SUFFEREING FROM MEDICAL, FINANCIAL AND SOCIAL HARDSHIPS | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501C(3) | TO SUPPORT EMERGENCY RELIEF AND RESPONSE PROGRAMS IN MORE THAN 60 COUNTRIES | $5,000 |
| FAMILY SERVICE LEAGUE | |||||||
| 790 PARK AVE | HUNTINGTON | NY | 11743 | NONE | 501C(3) | HELPS INDIVIDUALS TO MOBILIZE THEIR STRENGTHS & IMPROVE QUALITY OF LIVES. | $15,000 |
| FIRST PRESBYTERIAN CHURCH OF FORT LAUDERDALE | |||||||
| 401 SE 15TH AVE | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $42,025 |
| GOLD COAST JAZZ SOCIETY BAND AND FRIENDS | |||||||
| 1350 E SUNRISE BLVD 115 | FORT LAUDERDALE | FL | 33304 | NONE | 501C(3) | DEDICATE TO PERPETUATE AND ADVANCE THE CULTURAL ART FORM OF JAZZ THROUGH PERFORMANCES, EDUCATION AND OUTREACH ACTIVITIES. | $2,500 |
| HOLY CROSS HOSPITAL | |||||||
| 4725 N FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | SUPPORT PROGRAM ACTIVITIES | $10,000 |
| HOPE SOUTH FLORIDA | |||||||
| 101 SE 3RD AVENUE NE 3RD CT | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT INITIATIVE TO HELP THE HOMELESS | $10,000 |
| HUMANE SOCIETY OF BROWARD COUNTY | |||||||
| 2070 GRIFFIN ROAD | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | TO FOSTER AND PROMOTE CARE OF ANIMALS | $6,700 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 263 W 38TH ST | NEW YORK | NY | 10018 | NONE | 501C(3) | PROVIDES OPPORTUNITIES FOR REFUGEES, ASYLEES, VICTIMS OF HUMAN TRAFFICKING, SURVIVORS OF TORTURE, AND OTHER IMMIGRANTS TO THRIVE IN AMERICA. | $20,150 |
| JACK & JILL CHILDRENS CENTER | |||||||
| 1315 W BROWARD DRIVE | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | TO BREAK THE CYCLE OF POVERTY FOR CHILDREN OF LOW INCOME WORKING FAMILIES IN BROWARD COUNTY | $20,000 |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA INC | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | NONE | 501C(3) | TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. | $10,000 |
| LIFE NET FOR FAMILIES | |||||||
| 1 NW 33RD TERRACE | FORT LAUDERDALE | FL | 33311 | NONE | 501C(3) | HELP THE HOMELESS AND HUNGRY | $50,000 |
| MARGARET BAKER FOUNDATION | |||||||
| 10 OLD HUNT ROAD | NORTHFIELD | IL | 60093 | NONE | 501C(3) | AWARD SCHOLARSHIPS TO YOUNG LADIES & MEN IN VIRGINIA. | $9,792 |
| OBERLIN COMMUNITY SERVICES COUNCIL | |||||||
| 285 SOUTH PROFESSOR STREET | OBERLIN | OH | 44074 | NONE | 501C(3) | AIMS TO HELP EVERY CHILD IN OBERLIN HAVE A GOOD HOLIDAY SEASON | $15,000 |
| OUR COMMUNITY PLACE | |||||||
| 17 E JOHNSON ST | HARRISBURG | VA | 22802 | NONE | 501C(3) | PROMOTING PERSONAL GROWTH AND COMMUNITY WELL-BEING. | $1,000 |
| SALVATION ARMY | |||||||
| 1901 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | AN INTERNATIONAL MOVEMENT, IS AN EVANGELICAL PART OF THE UNIVERSAL CHRISTIAN CHURCH. | $500 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 NORTH ROCKY POINT DR | TAMPA | FL | 33607 | NO1 | 501C(3) | PROVIDE THE HIGHEST QUALITY CARE TO CHILDREN WITH NEUROMUSCULOSKELETAL CONDITIONS, BURN INJURIES AND OTHER SPECIAL HEALTHCARE NEEDS WITHIN A COMPASSIONATE, FAMILY-CENTERED AND COLLABORATIVE CARE ENVIRONMENT. | $2,500 |
| SMILE TRAIN | |||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | NONE | 501C(3) | TO PROVIDE FREE CLEFT SURGERY AND COMPREHENSIVE CLEFT CARE TO CHILDREN IN THE DEVELOPING WORLD AND FREE CLEFT-RELATED TRAINING FOR LOCAL MEDICAL PROFESSIONALS | $2,500 |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PL | COCONUT CREEK | FL | 33073 | NONE | 501C(3) | FOSTER CARE NEIGHBORHOOD PROVIDES HOUSING FOR CHILDREN | $10,000 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | 501C(3) | PROVIDE YEAR-ROUND SPORTS TRAINING FOR CHILDREN AND ADULTS WITH DISABILITIES | $5,000 |
| ST SABINA CHURCH | |||||||
| 1210 WEST 78TH PLACE | CHICAGO | IL | 60620 | NONE | 501C(3) | SEEKS TO BE A PROPHETIC VOICE OF TRUTH AND JUSTICE; COMMITTED TO THE POWER OF LOVE AND NON-VIOLENCE; TO BEING A LOBBYIST FOR THE POOR, ALIENATED, AND DISENFRANCHISED; AND RECOGNIZING THAT WHAT MAKES US AUTHENTIC IS OUR ACTIONS WHEN WE LEAVE THE CHURCH BUILDING. | $10,000 |
| THE NIGHT MINISTRY | |||||||
| 4711 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | NONE | 501C(3) | WORKS TO PROVIDE HOUSING, HEALTH CARE & HUMAN CONNECTION TO STRUGGLING INDIVIDUALS | $5,000 |
| UNITED WAY | |||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | 501C(3) | WOMEN IN DISTRESS. | $15,000 |
| WHEELCHAIR FOUNDATION | |||||||
| 3820 BLACKHAWK RD | DANVILLE | CA | 94506 | NONE | 501C(3) | CREATE AWARENESS OF THE NEEDS AND ABILITIES OF PEOPLE WITH PHYSICAL DISABILITIES | $2,500 |
| WOMEN IN DISTRESS | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | NONE | 501C(3) | PROVIDE SUPPORT TO DOMESTIC VIOLENCE CENTER | $103,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $469,167 | 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 | $259 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237,413 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,639 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $342,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,311 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,850 | Amt |
| Net Investment Income | $2,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS # 37744 | $16,561 | $30,321 |
| SCHWAB CORP BONDS | $529,917 | $479,547 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB ACCOUNTS | StockNm |
| EOY Book Value | $6,810,033 | EOYBookValueAmt |
| EOYFMV | $6,958,219 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $531,795 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $518,595 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $176,559 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $173,845 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS- UBS # 37744 | Desc |
| BOY Book Value | $130,398 | BOYBookValueAmt |
| EOY Book Value | $130,683 | EOYBookValueAmt |
| EOYFMV | $4 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS REGISTRATION FEES | $61 | $31 | $30 |
| OFFICE SUPPLIES | $289 | $145 | $144 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL MANAGEMENT FEES | $75,897 | $75,897 | $0 |
| NON DED CONTRIBUTION | $10,558 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $3,619 | $3,619 | $0 |
| FEDERAL EXCISE TAX | $3,400 | $0 | $0 |
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