THE BOB & HEIDE OLIVER FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE BOB & HEIDE OLIVER FAMILY FOUNDATION INC (EIN 20-0527386)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202321329349102807
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T13:16:05-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650688598PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TURNER & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BISCAYNE BLVD SUITE 177AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200527386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOB & HEIDE OLIVER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBOB&BusinessNameControlTxt
Phone3056619501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19501 SW 61ST COURTAddressLine1Txt
CityPINECRESTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33156ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEIDE OLIVERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3054446668PhoneNum
Signature2023-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHEIDEPersonFirstNm
Person LastOLIVERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID M TURNERPreparerPersonNm
PTINP00698896PTIN
Phone3053770707PhoneNum
Preparation2023-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,420FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$61InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$15,061TotalRevAndExpnssAmt
Total Net Invst Incm$61TotalNetInvstIncmAmt
Taxes Rev And Expnss$71TaxesRevAndExpnssAmt
Taxes Net Invst Incm$71TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$71TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$71TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,490ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,490ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,561TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$71TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,490TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,500ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$42,920SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$45,420SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$45,420SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$42,920TotalAssetsBOYAmt
Total Assets EOY$45,420TotalAssetsEOYAmt
Total Assets EOYFMV$45,420TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$42,920NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$45,420NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$42,920TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,420TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$42,920TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,420TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$42,920TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,500ExcessRevenueOverExpensesAmt
Subtotal$45,420SubtotalAmt
Tot Net Ast Or Fund Balances EOY$45,420TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHEIDE OLIVERIndividualWithBooksNm
Phone3056619501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19501 SW 61ST COURTAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33156ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BOB OLIVER
9501 SW 61ST COURTMIAMIFL33156TRUSTEE1.00$0$0$0
HEIDE OLIVER
9501 SW 61ST COURTMIAMIFL33156TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,170AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,170TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$44,170AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$663CashDeemedCharitableAmt
Net Vl Noncharitable Assets$43,507NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,175MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,175MinimumInvestmentReturnAmt
Distributable Before Adj$2,175DistributableBeforeAdjAmt
Distributable Before Ded$2,175DistributableBeforeDedAmt
Distributable As Adjusted$2,175DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,490ExpensesAndContributionsAmt
Qualifying Distributions$12,490QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,175DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,706ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,825ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,179ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,073ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,142ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$39,925TotalExcessDistributionCyovAmt
Qualifying Distributions$12,490QualifyingDistributionsAmt
Applied To Current Year$2,175AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,315RemainingDistriFromCorpusAmt
Total Corpus$50,240TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,706ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$44,534ExcessDistriCyovToNextYrAmt
Excess From Year4$6,825ExcessFromYear4Amt
Excess From Year3$5,179ExcessFromYear3Amt
Excess From Year2$14,073ExcessFromYear2Amt
Excess From Year1$8,142ExcessFromYear1Amt
Excess From Current Year$10,315ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT AND HEIDE OLIVERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
GRANADA CHURCH
950 UNIVERSITY DRIVECORAL GABLESFL33134NONEPUBLICCHARITABLE$5,000
HAITIAN RELIEF - SCHOOL
NONEPUBLICCHARITABLE$3,090C/O 9501 SW 61ST COURTMIAMIHAITIHA33156
MAKE-A-WISH SOUTHERN FOUNDATION
1702 EAST HIGHLAND STE 4PHOENIXAZ85016NONEPUBLICCHARITABLE$100
MARIETTA CEMETERY
420 WEST ATLANTA ROADMARIETTAGA30064NONEPUBLICCHARITABLE$100
MIAMI RESCUE MISSION
3553 NW 50TH STREETMIAMIFL33142NONEPUBLICCHARITABLE$650
MUSCULAR DEGENERATION RESEARCH
161 N CLARKE STE 3550CHICAGOIL60601NONEPUBLICCHARITABLE$100
PINEY GROVE BAPTIST CHURCH
C/O 9501 SW 61ST COURTMIAMIFL33156NONEPUBLICRELIGIOUS$2,800
SCHRINER'S HOSPITAL FOR CHILDREN
2900 N ROCKY POINTTAMPAFL33607NONEPUBLICCHARITABLE$100
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC20036NONEPUBLICCHARITABLE$100
ST JUDE CHILDREN'S HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPUBLICMEDICAL$100
THE SMILE TRAIN
633 THIRD AVENUE 9TH FLNEW YORKNY10017NONEPUBLICCHARITABLE$250
WOUNDED WARRIORS
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256NONEPUBLICCHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,490TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$61ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBOB AND HEIDE OLIVERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19501 SW 61ST COURTAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33156ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$1$1
ANNUAL REPORT FEE$70$70

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