GORE FAM MEMORIAL FOUNDATION TR 3298-4: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GORE FAM MEMORIAL FOUNDATION TR 3298-4 (EIN 59-6497544)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-02
- IRS object ID
- 202301229349101885
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T11:57:47-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824713284 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cardinal Accountants LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 N Federal Hwy Ste 202 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596497544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gore Family Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORE | BusinessNameControlTxt |
| Phone | 9547818634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 S Federal Highway 442 | AddressLine1Txt |
| City | Deerfield Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laurence D Gore | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2023-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Laurence D | PersonFirstNm |
| Person Last | Gore | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Robert D Desmond CPA | PreparerPersonNm |
| PTIN | P02034362 | PTIN |
| Phone | 5613914848 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,314,294 | 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 |
| Dividends Rev And Expnss | $497,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $497,697 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $497,697 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,355,223 | GrossSalesPriceAmt |
| Total Rev And Expnss | $486,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $497,697 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $497,697 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,655 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,979 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $83,698 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $116,816 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $116,816 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,132 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,132 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,818 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | -$2,288 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,106 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $140,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,541 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,129 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $398 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,905 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,905 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,559 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,559 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $431,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $312,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,167,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,167,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,599,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,480,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,113,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $386,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $497,697 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $208,877 | CashBOYAmt |
| Cash EOY | $292,371 | CashEOYAmt |
| Cash EOYFMV | $292,371 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,230,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $846,388 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,846,633 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $12,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $20,186,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,374,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,581,036 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOYFMV | $5,428,313 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $1,153,441 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,221 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,221 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,044 | LandBOYAmt |
| Other Assets EOY | $2 | OtherAssetsEOYAmt |
| Total Assets BOY | $21,639,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,525,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,314,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,639,248 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,525,839 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,639,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,525,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,639,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,525,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,639,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,113,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $165 | OtherIncreasesAmt |
| Subtotal | $20,525,839 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,525,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Merrill Lynch Short Term | P | 2022-01-01 | 2022-12-31 | $18,595,921 | $19,715,642 | -$1,119,721 | -$1,119,721 |
| Merrill Lynch Long Term | P | 2020-01-01 | 2021-12-31 | $4,742,215 | $3,651,260 | $1,090,955 | $1,090,955 |
| Merrill Lynch Dividend Cap Gain | P | 2022-01-01 | 2022-12-31 | $17,087 | $17,087 | $17,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,679 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,102,634 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,367 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,367 | SubtotalAmt |
| Tax Based On Investment Income | $5,367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,303 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,303 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,936 | OverpaymentAmt |
| Applied To ES Tax | $3,936 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diane Christine Fiore | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9547818634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 S Federal Highway Ste 442 | AddressLine1Txt |
| City | Deerfield Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Laurence D Gore | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Chairman | 5.00 | $11,957 |
| Barbara P Kohl | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Vice Chairman | 2.00 | $11,957 |
| Pamela Bringsjord | ||||||
| 4747 North Ocean Dr Ste 208 | Boca Raton | FL | 33308 | Secretary | 2.00 | $11,957 |
| Andrew Gore | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Treasurer | 4.00 | $11,957 |
| Guy P Gore | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Trustee | 2.00 | $11,957 |
| Paul A Gore Jr | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Trustee | 2.00 | $11,957 |
| Gregory Gore | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Trustee | 2.00 | $11,957 |
| Thomas Gore | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Luderdale | FL | 33308 | Trustee | 2.00 | $11,957 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Diane Fiore | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 S Federal Highway 442 | AddressLine1Txt |
| City | Deerfield Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trust Administrato | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,520 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,572,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,815,264 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,815,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,473,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,123,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,123,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,367 | TotalTaxAmt |
| Distributable Before Adj | $1,118,285 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,118,285 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,118,285 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,480,311 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,480,311 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,118,285 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $891,482 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,480,311 | QualifyingDistributionsAmt |
| Applied To Year1 | $891,482 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $588,829 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $529,456 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Council on Foundations | |||||||
| PO Box 75661 | Baltimore | MD | 21275 | None | PC | General Foundation Purposes. Allowable distribution amount for annual dues | $3,000 |
| Humane Society Of Broward County | |||||||
| 2070 Griffin Road | Ft Lauderdale | FL | 33312 | None | PC | General Society purposes | $25,000 |
| History Fort Lauderdale | |||||||
| 219 SW 2nd Avenue | Ft Lauderdale | FL | 33301 | None | PC | Funding to support Educational School Programs | $15,000 |
| Pace Center for Girls Broward | |||||||
| 2225 North Andrews Avenue | Wilton Manors | FL | 33311 | None | PC | Counseling and academic day program | $37,500 |
| Everglades Angels Dog Rescue Inc | |||||||
| 2637 E Atlantic Blvd 269 | Pompano Beach | FL | 33062 | None | PC | General Operating Funds to support the mission of the organization | $25,000 |
| Semper FI Fund -American Fund | |||||||
| 825 College Blvd Ste 102 PMB 609 | Oceanside | CA | 92057 | None | PC | General Operating Funds to support the organization's mission. | $25,000 |
| Dolphin Research Center | |||||||
| 58901 Overseas Highway | Grassy Key | FL | 33050 | None | PC | Special Needs Pathway Program for the Disabled | $25,000 |
| Child Development Resources | |||||||
| 150 Point OWoods | Williamsburg | VA | 23188 | None | PC | Developmental Playground for the Disabled | $25,000 |
| Boys and Girls Club of Broward County | |||||||
| 877 NW 61st Street | Ft lauderdale | FL | 33309 | None | PC | Support for the Youth Education Success (YES) Program | $55,555 |
| Jack and Jill Childrens Center | |||||||
| 1315 W Broward Blvd | Ft Lauderdale | FL | 33312 | None | PC | Support for one 3 year old class program | $55,555 |
| Lighthouse of Broward County | |||||||
| 650 N Andrews Avenue | Ft Lauderdale | FL | 33311 | None | PC | Support for the bright Beginnings-Early Intervention Program | $55,555 |
| Mary Carrico Catholic School | |||||||
| 9546 KY HWY144 | Philpot | KY | 42366 | None | PC | Stem ActivitiesTution Assistance and teaching Materials | $40,000 |
| Rebuilding Together Broward County | |||||||
| 4836 NE 12th Avenue | Oakland Park | FL | 33334 | None | PC | Support for the Safe and Healthy Homes and Communities Program | $55,555 |
| Habitat For Humanity of Broward Inc | |||||||
| PO Box 5209 | Deerfield Beach | FL | 33442 | None | PC | Key to Economic Prosperity Home Ownership Program | $55,555 |
| The Flite Center | |||||||
| 5201 Northwest 33rd Ave | Ft Lauderdale | FL | 33309 | None | PC | Support for the You Matter Program | $55,555 |
| ARC Broward | |||||||
| 10250 NW 53rd Street | Sunrise | FL | 33351 | None | PC | Support for work of ARC in working with people with disabilities | $55,555 |
| Children's Diagnostic Treatment Cen | |||||||
| 1401 S Federal Highway | Ft Lauderdale | FL | 33316 | None | PC | Support work of organization in working with individuals with special health care needs. | $55,555 |
| Women in Distress Of Broward County | |||||||
| PO Box 50187 | Lighthouse Point | FL | 33074 | None | PC | Support efforts to stop domestic violence | $55,555 |
| Healthy Mothers Healthy Babies Coal | |||||||
| 3810 Inverrary Blvd Ste 305 | Lauderhill | FL | 33319 | None | PC | To support organization's mission in strengthening families and improving birth outcomes | $60,000 |
| Place of Hope | |||||||
| 9078 Isaiah lane | Palm Beach Gardens | FL | 33418 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $37,500 |
| Nova Southeaster Univ School of Psy | |||||||
| 3301 College Avenue | Ft Lauderdale | FL | 33314 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $25,000 |
| Short North Stage | |||||||
| 1187 North High Street | Columbus | OH | 43201 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $25,000 |
| Camp Angels | |||||||
| 5083 Summer Beach Blvd | Fernandina Beach | FL | 32034 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $25,000 |
| Cypress Cove Landkeepers | |||||||
| PO Box 110308 | Naples | FL | 34108 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $25,000 |
| Women of the World | |||||||
| 415 E 3900S | Salt Lake City | UT | 84107 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $25,000 |
| Dream Center of Colorado Springs | |||||||
| 11025 Voyager Parkway | Colorado Springs | CO | 80921 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $75,000 |
| Soul Fire Farm | |||||||
| 1972 RT 2 NY | Petersburg | NY | 12138 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $51,835 |
| Washington Legal Clinic for the Hom | |||||||
| 1200 U Street NW | Washington | DC | 20009 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $23,165 |
| American Wild Horse Campaign | |||||||
| PO Box 1733 | Davis | CA | 95617 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $25,000 |
| Pittsburgh Center for Arts Media | |||||||
| 1047 Shady Ave | Pittsburgh | PA | 15232 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $25,000 |
| Schott Communities | |||||||
| 6591 South Flamingo Rd | Cooper City | FL | 33330 | None | PC | To support the organization in fullfilling its tax exempt purpose. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,167,995 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $497,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$11,679 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Blackrock FDS High Yield | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $497,697 | ExclusionAmt |
| Related Or Exempt Function Incm | -$11,679 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $486,018 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Other accounting Fees | $4,500 | $0 | $0 | $4,500 |
| tax prep fees | $5,200 | $5,200 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MacBook pro | PropertyDesc |
| Acquired | 2020-10-26 | AcquiredDt |
| Cost Or Other Basis | $3,221 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,624 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.6667 | Rt |
| Current Year Expense | $398 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $3,221 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,221 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| expert opinion | $14,826 | $0 | $0 | $14,826 |
| Legal fees court case | $92,161 | $92,161 | $0 | $0 |
| legal fees reimbursed | $94,449 | -$94,449 | $0 | $0 |
| mediation | $5,280 | $0 | $0 | $5,280 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $2 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Insurance-Commercial Liability | $438 | $438 |
| Insurance-Windstorm | $1,133 | $1,133 |
| Insurance-Workers Comp | $351 | $351 |
| Office Administration | $4,954 | $4,954 |
| Relocation | $3,683 | $3,683 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellanous Income | Desc |
| Amt | $165 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COF dues | $1,000 | $0 | $0 | $1,000 |
| IT Services | $6,000 | $0 | $0 | $6,000 |
| Merrill Lynch Fees | $131,386 | $98,541 | $0 | $32,845 |
| Payroll Services | $1,755 | $0 | $0 | $1,755 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $9,731 | |
| Foreign Taxes | $4,129 | $4,129 |
| refund | $8,387 |
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