JAMES AND BEATRICE SALAH CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND BEATRICE SALAH CHARITABLE TRUST (EIN 54-6882525)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202343129349101399
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T12:37:01-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591363792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEEFE MCCULLOUGH & CO LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 N FEDERAL HIGHWAY SUITE 410 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | 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 | 546882525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & BEATRICE SALAH CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | DTD 08-09-2001 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9545610079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 N FEDERAL HWY 200 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOREEN S BURPEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9545610079 | PhoneNum |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NOREEN | PersonFirstNm |
| Person Last | BURPEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WADE GREATON | PreparerPersonNm |
| PTIN | P00886175 | PTIN |
| Phone | 9547710896 | PhoneNum |
| Preparation | 2023-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,641,482 | 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 | $326,447 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $326,447 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,505,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,505,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $487,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,708,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $487,639 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,319,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,319,218 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $775,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $775,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,440 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,440 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $268,309 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $99,008 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $396,033 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,305 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,305 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $884,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $884,766 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $803 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $803 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $123,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,704 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,730 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,965 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,965 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109,853 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,904 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,983 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,208,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,031,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,293,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,322,112 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,322,112 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,530,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,031,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,615,568 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,211,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,287,728 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,859,435 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,039,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,039,262 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,500,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,552,655 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,487,277 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $72,822,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,821,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $84,890,048 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,884,836 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,904,496 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,275,271 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,708,090 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,245,916 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,944,870 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,558 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,754 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,754 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $109,776,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,568,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,641,482 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $666 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $666 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $666 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $666 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $109,776,266 | RetainedEarningBOYAmt |
| Retained Earning EOY | $105,567,547 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,776,266 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,567,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,776,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,568,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,776,266 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,211,725 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,006 | OtherIncreasesAmt |
| Subtotal | $105,567,547 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,567,547 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| USB 2JXX060 | 2022-06-30 | 2022-12-31 | $842,111 | $997,547 | -$155,436 | -$155,436 | |
| USB 2JXX060 | 2021-06-30 | 2022-12-31 | $2,979,894 | $2,004,730 | $975,164 | $975,164 | |
| USB 2JXX061 | 2022-06-30 | 2022-12-31 | $90,695 | $209,836 | -$119,141 | -$119,141 | |
| USB 2JXX061 | 2021-06-30 | 2022-12-31 | $3,261,792 | $3,288,221 | -$26,429 | -$26,429 | |
| USB 2JXX062 | 2022-06-30 | 2022-12-31 | $42,267 | $38,803 | $3,464 | $3,464 | |
| USB 2JXX062 | 2021-06-30 | 2022-12-31 | $1,429,053 | $1,343,232 | $85,821 | $85,821 | |
| USB 2JXX063 | 2022-06-30 | 2022-12-31 | $362,936 | $307,221 | $55,715 | $55,715 | |
| USB 2JXX063 | 2021-06-30 | 2022-12-31 | $1,008,393 | $827,259 | $181,134 | $181,134 | |
| USB 2JXX064 | 2022-06-30 | 2022-12-31 | $186,136 | $194,518 | -$8,382 | -$8,382 | |
| USB 2JXX064 | 2021-06-30 | 2022-12-31 | $578,188 | $615,126 | -$36,938 | -$36,938 | |
| ARK INNOVATION ETF | 2021-04-21 | 2022-12-13 | $614,666 | $2,003,804 | -$1,389,138 | -$1,389,138 | |
| USB 2JXX688 | 2022-06-30 | 2022-12-31 | $1,531,724 | $1,617,546 | -$85,822 | -$85,822 | |
| USB 2JXX688 | 2021-06-30 | 2022-12-31 | $20,755,835 | $19,748,674 | $1,007,161 | $1,007,161 | |
| ILLINOIS ST TAX 5-BUI | 2021-06-30 | 2022-07-01 | $18,571 | $18,571 | $0 | $0 | |
| ODEBRECHT OFFSHORE 144 | 2021-06-30 | 2022-03-01 | $2,137 | $2,137 | $0 | $0 | |
| ODEBRECHT OFFSHORE 144 | 2021-06-30 | 2022-06-01 | $2,137 | $2,137 | $0 | $0 | |
| ODEBRECHT OFFSHORE 144 | 2021-06-30 | 2022-09-01 | $1,998 | $1,998 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $466 | $466 | $466 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $487,639 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $109,705 | 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 | $109,705 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $91,806 | OverpaymentAmt |
| Applied To ES Tax | $91,806 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WWW.SALAHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9545610079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 N FEDERAL HWY STE 200 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33304 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE J TAYLOR | ||||||||
| 490 NE 5TH AVE APT 4718 | FORT LAUDERDALE | FL | 33301 | GRANTS ADVISORY BOARD | 12.00 | $50,000 | $0 | $0 |
| JOSEPH G SALAH | ||||||||
| 66 FRANKLIN STREET | DUXBURY | MA | 02332 | GRANTS ADVISORY BOARD | 12.00 | $50,000 | $0 | $0 |
| NOREEN S BURPEE | ||||||||
| 2872 NORTH EAST 26TH PLACE | FORT LAUDERDALE | FL | 33306 | EXECUTIVE DIRECTOR & GRANT | 40.00 | $275,000 | $0 | $0 |
| FREDERICK D CHURBUCK | ||||||||
| 1473 DELGANY STREET UNIT 1 | DENVER | FL | 80202 | GRANTS ADVISORY BOARD | 12.00 | $50,000 | $0 | $0 |
| MEGAN N FEARNOW | ||||||||
| 25345 S COLUMBINE STREET | DENVER | CO | 80210 | GRANTS ADVISORY BOARD | 12.00 | $50,000 | $0 | $0 |
| RON MASTRIANA | ||||||||
| 1500 N FEDERAL HWY | FORT LAUDERDALE | FL | 33304 | TRUSTEE | 40.00 | $300,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 401 EAST LAS OLAS BLVD 2300 | FORT LAUDERDALE | FL | 33301 | INVESTMENT ADVISORY | $639,068 |
| BRINKLEY MORGAN | |||||
| 100 SE 3RD AVENUE 23RD FLOOR | FORT LAUDERDALE | FL | 33394 | LEGAL SERVICES | $266,078 |
| BROWN BROTHERS HARRIMAN | |||||
| 140 BROADWAY | NEW YORK | NY | 10005 | INVESTMENT FEES AND COSTS | $226,732 |
| DANIEL SIELOFF | |||||
| 480 SE 3RD AVE | POMPANO BEACH | FL | 33060 | ADMINISTRATIVE ASSITANT | $53,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $120,079,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,062,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,484,679 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,626,949 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,626,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,884,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,742,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,187,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,187,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,899 | TotalTaxAmt |
| Distributable Before Adj | $6,169,228 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,006 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,172,234 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,172,234 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,615,568 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,615,568 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,172,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $314,325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,364,559 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,678,884 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,615,568 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,615,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $556,666 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $556,666 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,122,218 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,122,218 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,122,218 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALEXANDRA'S ANGELS MS FOUNDATION | ||||||
| 1500 N FEDERAL HWY 200 | FORT LAUDERDALE | FL | 33304 | PC | SPECIFIC CHARITABLE PROJECT | $51,000 |
| ANGEL FLIGHT NORTHEAST | ||||||
| 492 SUTTON STREET | NORTH ANDOVER | MA | 01845 | PC | SPECIFIC CHARITABLE PROJECT | $10,000 |
| AUSTIN ARTISTS PROJECT | ||||||
| 10708 NATICK LANE | AUSTIN | TX | 78739 | PC | SPECIFIC CHARITABLE PROJECT | $20,000 |
| AUSTIN BAPTIST CHAPEL | ||||||
| 908 E CESAR CHAVEZ STREET | AUSTIN | TX | 78702 | PC | SPECIFIC CHARITABLE PROJECT | $10,000 |
| AUSTIN DIAPER BANK | ||||||
| 2210 DENTON DRIVE | AUSTIN | TX | 78758 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| AUSTIN PETS ALIVE INC | ||||||
| 1156 WEST CESAR CHAVEZ STREET | AUSTIN | TX | 78704 | PC | SPECIFIC CHARITABLE PROJECT | $15,000 |
| BETHESDA HOUSE INC | ||||||
| PO BOX 227 | PEMBROKE | MA | 02359 | PC | SPECIFIC CHARITABLE PROJECT | $10,000 |
| BLACK FEATHER RESCUE INC | ||||||
| 190 RUSSELL MILLS ROAD | PLYMOUTH | MA | 02360 | PC | SPECIFIC CHARITABLE PROJECT | $5,000 |
| BLUE HELP INC | ||||||
| 217 WILDWOOD AVENUE | WORCESTOR | MA | 01603 | PC | SPECIFIC CHARITABLE PROJECT | $43,723 |
| BOOKSPRING | ||||||
| 1807 W SLAUGHTER LN BLDG 1 | AUSTIN | TX | 78748 | PC | SPECIFIC CHARITABLE PROJECT | $50,000 |
| BOYS & GIRLS CLUBS OF METRO DENVER INC | ||||||
| 2017 W 9TH AVENUE | DENVER | CO | 80204 | PC | SPECIFIC CHARITABLE PROJECT | $20,000 |
| BOYS HOPE GIRLS HOPE OF COLORADO | ||||||
| 3090 S JAMACIA CT 212 | AURORA | CO | 80014 | PC | SPECIFIC CHARITABLE PROJECT | $20,000 |
| BROCKTON HOSPITAL INC | ||||||
| 680 CENTRE STREET | BROCKTON | MA | 02302 | PC | SPECIFIC CHARITABLE PROJECT | $95,000 |
| BROWARD COLLEGE FOUNDATION | ||||||
| 111 E LAS OLAS BLVD 11TH FLOOR | FORT LAUDERDALE | FL | 33301 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| BROWARD HEALTH FOUNDATION | ||||||
| 1600 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | PC | SPECIFIC CHARITABLE PROJECT | $1,000,000 |
| BROWARD PERFORMING ARTS FOUNDATION INC | ||||||
| 201 SW 5TH AVENUE | FORT LAUDERDALE | FL | 33312 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| CAMPAIGN FOR CATHLOIC SCHOOLS | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| CHILDREN ' S HOSPITAL COLORADO FOUNDATION | ||||||
| 13123 EAST 16TH AVENUE | AUROA | CO | 80045 | PC | SPECIFIC CHARITABLE PROJECT | $350,000 |
| CHILDREN 1S HOSPITAL FOUNDATION | ||||||
| PO BOX 5585 | DENVER | CO | 80217 | PC | SPECIFIC CHARITABLE PROJECT | $30,100 |
| CHILDRENS HOSPITAL CORPORATION DBA BOSTON CHILDREN'S HOSPITAL | ||||||
| 401 PARK DRIVE 602 | BOSTON | MA | 02215 | PC | SPECIFIC CHARITABLE PROJECT | $50,000 |
| CITY HOUSE DELRAY BEACH INC | ||||||
| 2400 YAMATO RD | BOCA RATON | FL | 33431 | PC | SPECIFIC CHARITABLE PROJECT | $60,000 |
| CLARKE SCHOOL FOR THE DEAF DBA CLARKE SCHOOLS FOR THE HEARING & SPEECH | ||||||
| 45 ROUND HILL RD | NORTHAMPTON | MA | 01060 | PC | SPECIFIC CHARITABLE PROJECT | $15,600 |
| COMMUNITY CONNECTIONS INC | ||||||
| 23 RESNIK ROAD 2 | PLYMOUTH | MA | 02360 | PC | SPECIFIC CHARITABLE PROJECT | $10,000 |
| COVERED IN FEATHERS CORPORATION | ||||||
| 16965 PINE LANE | PARKER | CO | 80134 | PC | SPECIFIC CHARITABLE PROJECT | $30,000 |
| CU FOUNDATION | ||||||
| 13001 EAST 17TH PLACE | AURORA | CO | 80045 | PC | SPECIFIC CHARITABLE PROJECT | $15,000 |
| DENVER CENTER FOR THE PERFORMING ARTS | ||||||
| 1103 13TH STREET | DENVER | CO | 80204 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| EASTERSEALS SOUTH FLORIDA INC | ||||||
| 1475 NW 14TH AVE | MIAMI | FL | 33125 | PC | SPECIFIC CHARITABLE PROJECT | $76,000 |
| FERNANDO PULLUM COMMUNITY ARTS CENTER | ||||||
| 3351 WEST 43RD STREET | LOS ANGELES | CA | 90008 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| FORT LAUDERDALE LITTLE LEAGUE | ||||||
| 1150 G HAROLD MARTIN DR | FORT LAUDERDALE | FL | 33304 | PC | SPECIFIC CHARITABLE PROJECT | $3,000 |
| FRIENDSHIP HOMES INC | ||||||
| 458 MAIN STREET | NORWELL | MA | 02061 | PC | SPECIFIC CHARITABLE PROJECT | $20,000 |
| GABBY KRAUSE FOUNDATION DBA BAGS OF FUN | ||||||
| 7200 SALTON WAY B-130 | CENTENNIAL | CO | 80112 | PC | SPECIFIC CHARITABLE PROJECT | $20,800 |
| GLOBAL DOWN SYNDROME | ||||||
| 3239 E 2ND AVE | DENVER | CO | 80206 | PC | SPECIFIC CHARITABLE PROJECT | $150,000 |
| H LEE MOFFITT CANCER CENTER | ||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | PC | SPECIFIC CHARITABLE PROJECT | $469,647 |
| HOMES | ||||||
| FORT LAUDERDALE FL 33304 | FORT LAUDERDALE | FL | 33304 | PC | SPECIFIC CHARITABLE PROJECT | $3,500 |
| JESSICA JUNE CANCER FOUNDATION | ||||||
| 1 LAS OLAS CIRCLE 209 | FORT LAUDERDAL | FL | 33316 | PC | SPECIFIC CHARITABLE PROJECT | $45,000 |
| JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 3329 JOHNSON STREET | HOLLYWOOD | FL | 33021 | PC | SPECIFIC CHARITABLE PROJECT | $75,250 |
| JUDI'S HOUSE | ||||||
| 1741 GAYLORD STREET | DENVER | CO | 80206 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| JUNIOR ACHIEVEMENT OF SOFLO | ||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| KIDS OF LOVE | ||||||
| PO BOX 670333 | CORAL SPRINGS | FL | 33067 | PC | SPECIFIC CHARITABLE PROJECT | $26,000 |
| KIMBALL UNION ACADEMY | ||||||
| 7 CAMPUS CENTER DRIVE | MERIDEN | NH | 03770 | PC | SPECIFIC CHARITABLE PROJECT | $1,500 |
| L-CMD RESEARCH FOUNDATION | ||||||
| L-CMD RESEARCH FOUNDATION | AWTY SCHOOL LANE | TX | 77055 | PC | SPECIFIC CHARITABLE PROJECT | $50,000 |
| LEARN LIVE LOVE INC | ||||||
| 108 FIRST PARISH ROAD | SCITUATE | MA | 20066 | PC | SPECIFIC CHARITABLE PROJECT | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 310 EAST 4500 SOUTH 4500 | MURRAY | UT | 84107 | PC | SPECIFIC CHARITABLE PROJECT | $20,000 |
| LOVE146 INC | ||||||
| 1800 CAMDEN RD STE 107-273 | CHARLOTTE | NC | 28203 | PC | SPECIFIC CHARITABLE PROJECT | $40,000 |
| MADD FLORIDA | ||||||
| 1655 N COMMERCE PARKWAY 302 | WESTON | FL | 33326 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| MEALS ON WHEELS AND MORE INC | ||||||
| 3227 EAST 5TH STREET | AUSTIN | TX | 78702 | PC | SPECIFIC CHARITABLE PROJECT | $75,000 |
| MIAMI DIAPER BANK INC | ||||||
| 4770 BISCAYNE BLVD 980 | MIAMI | FL | 33137 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| MOBILE LOAVES & FISHES INC | ||||||
| 9301 HOG EYE ROAD 950 | AUSTIN | TX | 78724 | PC | SPECIFIC CHARITABLE PROJECT | $10,000 |
| NEW BEDFORD WOMEN'S CENTER INC | ||||||
| 405 COUNTY STREET | NEW BEDFORD | MA | 02740 | PC | SPECIFIC CHARITABLE PROJECT | $50,000 |
| NEW ENGLAND WILDLIFE CENTER | ||||||
| NEW ENGLAND WILDLIFE CENTER | COLUMBIAN STREET W | MA | 02190 | PC | SPECIFIC CHARITABLE PROJECT | $10,000 |
| NOVA SOUTHEASTERN UNIVERSITY INC | ||||||
| 3305 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | PC | SPECIFIC CHARITABLE PROJECT | $27,000 |
| PEANUT BUTTER & JELLY PROJECT | ||||||
| 430 NW 27TH AVENUE | FORT LAUDERDALE | FL | 33311 | PC | SPECIFIC CHARITABLE PROJECT | $5,500 |
| PLYMOUTH PHILHARMONIC ORCHESTRA INC | ||||||
| 116 COURT STREET 3RD FLOOR | PLYMOUTH | MA | 02360 | PC | SPECIFIC CHARITABLE PROJECT | $75,000 |
| PROVIDENCE COLLEGE | ||||||
| 1 CUNNINGHAM SQUARE | PROVIDENCE | RI | 02918 | PC | SPECIFIC CHARITABLE PROJECT | $1,992 |
| REGIS JESUIT HIGH SCHOOL | ||||||
| 6300 SOUTH LEWISTON WAY | AURORA | CO | 80016 | PC | SPECIFIC CHARITABLE PROJECT | $1,500 |
| RISE AGAINST SUICIDE | ||||||
| 603 S PUBLIC ROAD 846 | LAFAYETTE | CO | 80026 | PC | SPECIFIC CHARITABLE PROJECT | $35,000 |
| SCITUATE COMMUNITY CHRISTMAS | ||||||
| 125 MANN LOT RD | SCITUATE | MA | 02066 | PC | SPECIFIC CHARITABLE PROJECT | $15,000 |
| SECOND WIND FUND INC | ||||||
| 899 LOGAN STREET 208 | DENVER | CO | 80203 | PC | SPECIFIC CHARITABLE PROJECT | $50,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | ||||||
| 3750 NW 87TH AVE 100 | FORT LAUDERDALE | FL | 33178 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| STARS & STRIPES CHILDREN'S FOUNDATION | ||||||
| 17848 SKY PARK CIRCLE | IRVINE | CA | 92614 | PC | SPECIFIC CHARITABLE PROJECT | $25,000 |
| STEADMAN PHILIPPON RESEARCH INSTITUTE | ||||||
| 181 W MEADOW DR | VAIL | CO | 81657 | PC | SPECIFIC CHARITABLE PROJECT | $250,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||
| 70 WALNUT STREET 301 | WELLESLEY | MA | 02481 | PC | SPECIFIC CHARITABLE PROJECT | $5,000 |
| THE NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN | ||||||
| 333 JOHN CARLYLE STREET 125 | ALEXANDRIA | VA | 22314 | PC | SPECIFIC CHARITABLE PROJECT | $150,000 |
| THERE WITH CARE | ||||||
| 2825 WILDERNESS PL | BOULDER | CO | 80301 | PC | SPECIFIC CHARITABLE PROJECT | $125,000 |
| UNIVERSITY OF MIAMI | ||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33124 | PC | SPECIFIC CHARITABLE PROJECT | $200,000 |
| WILLIAMSTOWN YOUTH CENTER INC | ||||||
| 66 SCHOOL ST | WILLIAMSTOWN | MA | 01267 | PC | SPECIFIC CHARITABLE PROJECT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,322,112 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWARD HEALTH FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 SOUTH ANDREWS AVENUE | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SPECIFIC CHARITABLE PROJECT | GrantOrContributionPurposeTxt |
| Amt | $3,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,447 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,505,132 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $487,639 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,319,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,319,218 | 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 | Yes (1) | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(3) | LineNumberTxt |
| Involved | $0 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAM FED EIGHT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | IN THE SUBSEQUENT YEAR (2023) THE FOUNDATION HAS ENTERED INTO AN OCCUPANCY AGREEMENT WITH RELATED PARTIES, SPECIFICALLY FRAM FED EIGHT CORPORATION, 1500 N FEDERAL HWY STE 200, FT. LAUDERDALE, FL 33306 OWNING OFFICE FACILITIES LEASED TO FOUNDATION, MAJORITY OWNED BY FOUNDATION'S FIDUCIARY, F. RONALD MASTRIANA. THE AGREEMENT COMMENCED MAY 1, 2023, AND THE TERMS ARE FOR $1,331.26 PER MONTH, TERMINABLE BY EITHER PARTY, WITHOUT A SET DURATION | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING PROFESSIONAL FEE | CategoryTxt |
| Amt | $38,610 | Amt |
| Net Investment Income | $19,305 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,305 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DETAILS OF RELATED PARTY ACTIVITY | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VI-B LINE 4 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOLLOWING PEOPLE ARE FAMILY MEMBERS AND DIRECTORS OF THE ORGANIZATION. THEIR ADDRESSES, TITLES, AND COMPENSATION IS REPORTED ON STATEMENT 13: MEGAN N. FEARNOW; FREDERICK D. CHURBUCK; JOSEPH G. SALAH; AND GEORGE J. TAYLOR.NOREEN S. BURPEE, ADDRESS, TITLE, AND COMPENSATION REPORTED ON STATEMENT 13 IS A FAMILY MEMBER TO THE ABOVE REFERENCED DIRECTORS AND A DIRECTOR AND FIDUCIARY OF THE ORGANIZATION.RON MASTRIANA, ADDRESS, TITLE AND COMPENSATION REPORTED ON STATEMENT 13 IS A DIRECTOR AND FIDUCIARY OF THE ORGANIZATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS PORTFOLIO MANAGEMENT #0688 | $1,892,637 | $1,820,393 |
| UBS PORTFOLIO MANAGEMENT #0688 | $123,141 | $114,293 |
| UBS PORTFOLIO MANAGEMENT #1064 | $4,888,718 | $4,340,585 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS PORTFOLIO MANAGEMENT #1060 | $18,744,320 | $26,783,780 |
| UBS PORTFOLIO MANAGEMENT #1061 | $14,108,304 | $11,725,680 |
| UBS PORTFOLIO MANAGEMENT #1062 | $8,578,261 | $8,116,297 |
| UBS PORTFOLIO MANAGEMENT #1063 | $6,333,560 | $6,373,543 |
| UBS PORTFOLIO MANAGEMENT #0688 | $15,353,016 | $19,790,179 |
| WELLS FARGO | $2,174,548 | $2,166,732 |
| UBS PORTFOLIO MANAGEMENT #0688 | $3,328,711 | $2,900,091 |
| UBS PORTFOLIO MANAGEMENT #0688 | $8,200,410 | $7,033,746 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,664,328 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,564,004 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $888,327 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $923,273 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BBH CAPITAL PARTNERS QV IV | AT COST | $420,776 | $1,373,858 |
| UBS PORTFOLIO MANAGEMENT #1004 | AT COST | $9,647,554 | $10,086,333 |
| BBH WEALTH STRATERGIES LLC L | AT COST | $351,519 | $708,137 |
| BBH WEALTH STRATERGIES UNIT TRU | AT COST | $1,826,067 | $2,776,542 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $268,309 | LegalFeesAmt |
| Net Investment Income | $99,008 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $396,033 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $2,558 | BOYBookValueAmt |
| EOY Book Value | $4,754 | EOYBookValueAmt |
| EOYFMV | $4,754 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $9,298 | $1,860 | $7,438 |
| OFFICE EXPENSE | $42,713 | $20,873 | $20,874 |
| POSTAGE AND DELIVERY | $4,342 | $2,171 | $2,171 |
| OUTSIDE SERVICES | $53,500 | $0 | $53,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANT | Desc |
| Amt | $3,006 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $666 | BOYBookValueAmt |
| EOY Book Value | $666 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LBC CREDIT PARTNERS FEE | $17,733 | $17,733 | $0 |
| UBS INVESTMENT FEES | $639,068 | $639,068 | $0 |
| WF INVESTMENT FEES | $1,233 | $1,233 | $0 |
| BROWN BROTHER HARRIMAN INVESTMENT FEES AND COSTS | $226,732 | $226,732 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $13,434 | $2,704 | $10,730 |
| 990W ESTIMATED TAXES PAID UBS -0688 | $102,000 | $0 | $0 |
| FOREIGN TAXES | $7,651 | $0 | $0 |