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HAVENICK FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HAVENICK FAMILY FOUNDATION INC (EIN 81-2949314)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-28
IRS object ID
202321799349100202
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)
Return2023-06-28T08:20:03-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 SE 2ND STREET SUITE 1700AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812949314EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Havenick Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BARBARA HAVENICKInCareOfNm
Business Name ControlHAVEBusinessNameControlTxt
Phone3056493000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 350940AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33135ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA HAVENICKPersonNm
Person TitleFOUNDATION PRESIDENTPersonTitleTxt
Phone3056493000PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastHAVENICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMiguel FarraPreparerPersonNm
PTINP00078938PTIN
Phone3053818000PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,900,451FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,200,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,254InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,254InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$74,585DividendsRevAndExpnssAmt
Dividends Net Invst Incm$74,585DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$12,882NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$139,319GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,267,957TotalRevAndExpnssAmt
Total Net Invst Incm$80,839TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,530OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,530OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$255TaxesRevAndExpnssAmt
Taxes Net Invst Incm$255TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$613PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,433TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,820TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$183,847ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$183,847ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$190,280TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,820TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$183,847TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,077,677ExcessRevenueOverExpensesAmt
Net Investment Income$75,019NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$15,504CashEOYAmt
Cash EOYFMV$15,504CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$2,062,173CorporateStockEOYAmt
Corporate Stock EOYFMV$1,884,947CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$2,077,677TotalAssetsEOYAmt
Total Assets EOYFMV$1,900,451TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$2,077,677RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,077,677TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,077,677TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,077,677ExcessRevenueOverExpensesAmt
Subtotal$2,077,677SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,077,677TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN #8739P$137,761$152,201-$14,440-$14,440
CAPITAL GAIN DIVIDENDSP$1,558
FieldValueIRS element (for citing)
Capital Gain Net Income-$12,882CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,043InvestmentIncomeExciseTaxAmt
Subtotal$1,043SubtotalAmt
Tax Based On Investment Income$1,043TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Es Penalty$49EsPenaltyAmt
Overpayment$1,408OverpaymentAmt
Applied To ES Tax$1,408AppliedToESTaxAmt

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
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 AddressnoneWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BARBARA HAVENICKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3056493000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1866 PONCE DE LEON BLVDAddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
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 PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA HAVENICK
PO BOX 350940MIAMIFL33135FOUNDATION PRESIDENT0$0$0$0
Alexander Havenick
PO BOX 350940MIAMIFL33135Foundation Director0$0$0$0
Isadore Havenick
PO BOX 350940MIAMIFL33135fOUNDATION DIRECTOR0$0$0$0
Jennifer Havenick Bielawski
PO BOX 350940MIAMIFL33135fOUNDATION DIRECTOR0$0$0$0
Michael Havenick
PO BOX 350940MIAMIFL33135fOUNDATION DIRECTOR0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,829,107AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,467AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,852,574TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,852,574AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,789CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,824,785NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,239MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,239MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,043TaxBasedOnInvestmentIncomeAmt
Total Tax$1,043TotalTaxAmt
Distributable Before Adj$90,196DistributableBeforeAdjAmt
Distributable Before Ded$90,196DistributableBeforeDedAmt
Distributable As Adjusted$90,196DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$183,847ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$183,847QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,196DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$183,847QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$90,196AppliedToCurrentYearAmt
Remaining Distri From Corpus$93,651RemainingDistriFromCorpusAmt
Total Corpus$93,651TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$93,651ExcessDistriCyovToNextYrAmt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$93,651ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Gulliver Preparatory School Inc
3575 N KENDALL DRPINECRESTFL33141NONEPCGeneral Purpose$26,667
Helping Others and Giving Hope
14931 SW 70TH STMIAMIFL33193NONEPCGeneral Purpose$5,000
Glens Falls Hospital
100 PARK STGLENS FALLSNY12801NonePCGeneral Purpose$5,000
Lehrman Community Day School
727 77TH STMIAMI BEACHFL33141NonePCGeneral Purpose$5,000
Ransom Everglades School
3575 MAIN HIGHWAYCOCONUT GROVEFL33133NonePCGeneral Purpose$12,500
University of Pennsylvania
PHILADELPHIAPHILADELPHIAPA19104NonePCGeneral Purpose$25,000
Miami City Ballet
2200 LIBERTY AVEMIAMI BEACHFL33139NonePCGeneral Purpose$5,000
Nicklaus Children's Hospital
3100 SW 62 AVEMIAMIFL33155NonePCGeneral Purpose$10,000
Lahey Hospital and Medical Center
41 BURLINGTON MALL ROADBURLINGTONMA01805NonePCGeneral Purpose$50,000
Give Miami Day
40 NW 3RD STREETMIAMIFL33128NonePCGeneral Purpose$33,411SUITE 305
Health Information Project
4601 PONCE DE LEON BLVDCORAL GABLESFL33145NONEPCGENERAL PURPOSE$5,225SUITE 300
Dwen Cherry
7090 NW 22nd AVEMIAMIFL33147NONEPCGENERAL PURPOSE$522
Whispering Manes Therapeutic Riding Center
6105 SW 125 AVEMIAMIFL33183NONEPCGENERAL PURPOSE$522
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$183,847TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,254ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$74,585ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$12,882ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$67,957ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,957TotalIncomeProducingActyAmt

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 PersonBarbara HavenickContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 350940AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33135ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERNSTEIN #4240$107,000$105,789
BERNSTEIN #8739$1,949,096$1,779,158
OTHER ASSETS$6,077

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGE FEESDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$35NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKER FEESCategoryTxt
Amt$5,530Amt
Net Investment Income$5,530NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$255Amt
Net Investment Income$255NetInvestmentIncomeAmt

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