HUDSON FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON FAMILY FOUNDATION INC (EIN 65-0753612)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-11-16
- IRS object ID
- 202343209349101019
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-16T07:25:02-06:00 | ReturnTs |
| Tax Period End | 2023-04-30 | 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 | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650753612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 9543565800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 N FEDERAL HIGHWAY 200 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY J BODENWEBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9543565800 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOLLY | PersonFirstNm |
| Person Last | BODENWEBER | 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 | JAMES R LARAWAY | PreparerPersonNm |
| PTIN | P00341086 | PTIN |
| Phone | 9547710896 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $5,978,005 | 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 | $7,835 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,835 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$80,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,468,539 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,999 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,476 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,494 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,931 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,931 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,664 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,486,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,486,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,647,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,486,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,592,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,301 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,152 | CashBOYAmt |
| Cash EOY | $63,425 | CashEOYAmt |
| Cash EOYFMV | $63,425 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $771,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $479,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $479,910 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $8,125 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $8,125 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $8,125 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $8,125 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,827,257 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,637,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,901,689 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,598,566 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,531,271 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,517,331 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,242 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,525 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,525 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,320,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,728,136 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,978,005 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,320,801 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,728,136 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,320,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,728,136 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,320,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,728,136 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,320,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,592,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,728,136 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,728,136 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORRWEGIAN CRUISE LINE HOLDINGS | P | 2023-04-05 | $66,328 | $67,090 | -$762 | -$762 |
| ISHARES CORE S&P MID-CAP ETF | P | 2023-04-26 | $214,214 | $227,284 | -$13,070 | -$13,070 |
| ISHARES CORE S&P SMAL-CAP ETF | P | 2023-04-26 | $202,152 | $233,512 | -$31,360 | -$31,360 |
| ISHARES RUSSELL 1,000 VALUE | P | 2023-03-08 | $150,210 | $152,466 | -$2,256 | -$2,256 |
| DEUTSCHE ENHANCED COMMODITY | P | 2022-08-31 | $321,268 | $359,639 | -$38,371 | -$38,371 |
| ISHARES CORE S&P MID-CAP ETF | P | 2022-06-08 | $155,598 | $163,104 | -$7,506 | -$7,506 |
| ISHARES CORE S&P SMALL-CAP ETF | P | 2022-06-08 | $234,872 | $252,687 | -$17,815 | -$17,815 |
| MCDONALDS CORP | P | 2022-06-08 | $123,897 | $93,234 | $30,663 | $30,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$80,477 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,710 | 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 | $7,710 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,525 | OverpaymentAmt |
| Applied To ES Tax | $7,525 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | REVA FLETCHER | IndividualWithBooksNm |
| Phone | 9543565800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 SE 17TH STREET 107 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| HOLLY J BODENWEBER | ||||||||
| 699 N FEDERAL HIGHWAY SUITE 200 | FT LAUDERDALE | FL | 33304 | PRESIDENT/TREASURER | 25.00 | $50,000 | $0 | $0 |
| STEVEN W HUDSON | ||||||||
| 699 N FEDERAL HIGHWAY SUITE 200 | FT LAUDERDALE | FL | 33304 | VICE-PRESIDENT/ SECRETARY | 20.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,867,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,963,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,963,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,874,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185 | TotalTaxAmt |
| Distributable Before Adj | $293,516 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $293,516 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $293,516 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,486,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,486,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $293,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,133,327 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,116,903 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,144,831 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,423,109 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,818,170 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,486,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $293,516 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,192,484 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,010,654 | 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 | $6,010,654 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,133,327 | ExcessFromYear4Amt |
| Excess From Year3 | $1,116,903 | ExcessFromYear3Amt |
| Excess From Year2 | $1,144,831 | ExcessFromYear2Amt |
| Excess From Year1 | $1,423,109 | ExcessFromYear1Amt |
| Excess From Current Year | $1,192,484 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BROWARD PERFORMING ARTS FOUNDATION | ||||||||||
| 201 SW 5TH AVE | FORT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $70,000 | |||
| CHARITY GUILD OF FORT LAUDERDALE | ||||||||||
| PO BOX 39555 | FORT LAUDERDALE | FL | 33339 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $15,000 | |||
| COMMUNITY FOUNDATION OF BROWARD | ||||||||||
| 910 E LAS OLAS BLVD 200 | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000,000 | |||
| CYSTIC FIBROSIS FOUNDATION | ||||||||||
| 3201 W COMMERCIAL BLVD 237 | FORT LAUDERDALE | FL | 33309 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 | |||
| GREATER FORT LAUDERDALE CHAMBER OF COMMERCE | ||||||||||
| 512 NE 3RD AVE | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 | |||
| GUY HARVEY OCEAN FOUNDATION | ||||||||||
| 8000 N OCEAN DR 303 304 | DANIA BEACH | FL | 33004 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 | |||
| HABITAT FOR HUMANITY | ||||||||||
| 3564 N OCEAN BLVD | FORT LAUDERDALE | FL | 33308 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 | |||
| HEART GALLERY OF BROWARD CO | ||||||||||
| 222 SE 10TH STREET | FORT LAUDERDALE | FL | 33316 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 | |||
| HUMANE SOCIETY OF BROWARD COUNTY | ||||||||||
| 2070 GRIFFIN RD | FORT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $15,000 | |||
| JACK AND JILL CHILDRENS CENTER INC | ||||||||||
| 1315 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $100,000 | |||
| NSU ART MUSEUM | ||||||||||
| 1 E LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $20,000 | |||
| RIVERWALK FORT LAUDERDALE | ||||||||||
| 888 E LAS OLAS BLVD SUITE 210 | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 | |||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 3440 HOLLYWOOD BLVD STE 150 | HOLLYWOOD | FL | 33021 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $25,000 | |||
| FUNDING ARTS BROWARD | ||||||||||
| 1350 EAST SUNRISE BLVD SUITE 110 | FORT LAUDERDALE | FL | 33304 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,250 | |||
| MUSEUM OF DISCOVERY & SCIENCE | ||||||||||
| 401 SW 2ND ST | FORT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 | |||
| JUNIOR ACHIEVEMENT | ||||||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $40,000 | |||
| YOUNG AT ART | ||||||||||
| 11584 STATE RD 84 | DAVIE | FL | 33325 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $50,000 | |||
| USS FORT LAUDERDALE COMMISSIONING COMMITTEE | ||||||||||
| 757 SE 17 STREET SUITE 350 | FORT LAUDERDALE | FL | 33316 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 | |||
| LAS OLAS ASSOCIATION CHRISTMAS ON LAS OLAS | ||||||||||
| 811 EAST LAS OLAS | FORT LAUDERDALE | FL | 33316 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $8,000 | |||
| FORT LAUDERDALE HISTORICAL SOCIETY | ||||||||||
| 219 SW 2ND AVE | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 | |||
| BACK ON MY FEET | ||||||||||
| PO BOX 71536 | PHILADELPHIA | PA | 19176 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $25,000 | |||
| STANFORD UNIVERSITY | ||||||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | NONE | UNIVERSITY | GENERAL CONTRIBUTION | $250 | |||
| HEARTS FOR HOSPICE | ||||||||||
| 444 MAIN ST | SPRINGFIELD | OR | 97477 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 | |||
| K9'S FOR WARRIORS | ||||||||||
| 114 CAMP K9 RD | PONTE VEDRA | FL | 32081 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $500 | |||
| HARBOUR ISLAND ALL AGE SCHOOL | ||||||||||
| NONE | SCHOOL | GENERAL CONTRIBUTION | $35,000 | 128M QUEEN CONCH BRILAND - BAY ST | PALM GROVE | BF | ||||
| HORATIO ALGER AWARDS | ||||||||||
| 99 CANAL CENTER PLAZA SUITE 320 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,486,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,835 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,641 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$80,477 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,999 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,999 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,637,880 | EOYBookValueAmt |
| EOYFMV | $3,901,689 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,531,271 | BookValueAmt |
| EOYFMV | $1,517,331 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $1,242 | BOYBookValueAmt |
| EOY Book Value | $7,525 | EOYBookValueAmt |
| EOYFMV | $7,525 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $53,281 | $53,281 | $0 |
| PROFESSIONAL FEES | $5,650 | $5,650 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,267 | $4,494 | $0 |
| EXCISE TAX | $466 | $0 | $0 |
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