HUDSON FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON FAMILY FOUNDATION INC (EIN 65-0753612)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-02-04
- IRS object ID
- 202500359349100315
- Schema version
- 2023v6.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-04T14:10:35-06:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 N FEDERAL HIGHWAY 4TH FLOOR | 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 | 2023-05-01 | 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 | 2025-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 LARAWAY | PreparerPersonNm |
| PTIN | P00341086 | PTIN |
| Phone | 9547710896 | PhoneNum |
| Preparation | 2025-01-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,764,193 | 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 | $5,521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,521 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $211,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $176,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,778,774 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,190 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $392,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $392,793 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,267 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $727 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,540 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,593 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,593 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $170,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,820 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,815 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $571,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $571,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $741,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,820 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $669,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$349,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $328,973 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,425 | CashBOYAmt |
| Cash EOY | $133,396 | CashEOYAmt |
| Cash EOYFMV | $133,396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $479,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $268,619 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $268,619 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl BOY | $8,125 | PledgesRcvblBOYAmt |
| Corporate Stock BOY | $2,637,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,384,605 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,801,603 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,531,271 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,584,274 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,560,575 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,525 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,728,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,370,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,764,193 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,728,136 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,370,894 | 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 | $4,728,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,370,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,728,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,370,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,728,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$349,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,379,019 | SubtotalAmt |
| Other Decreases | $8,125 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,370,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,778,774 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,602,584 | CostOrOtherBasisAmt |
| Gain Or Loss | $176,190 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $176,190 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,573 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,573 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,025 | 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 | $9,025 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,452 | OverpaymentAmt |
| Applied To ES Tax | $4,452 | 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 | 699 NORTH FEDERAL HIGHWAY SUITE 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 (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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIFTH THIRD PRIVATE BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 KINGSLEY DRIVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45263 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $53,593 | CompensationAmt |
| 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 | $5,820,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $506,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,327,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,327,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,232,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $311,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $311,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,573 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,573 | TotalTaxAmt |
| Distributable Before Adj | $307,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $307,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $307,047 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $669,065 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $669,065 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $307,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,133,327 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,116,903 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,144,831 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,423,109 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,192,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,010,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $669,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $307,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $362,018 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,372,672 | 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 | $1,133,327 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,239,345 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,116,903 | ExcessFromYear4Amt |
| Excess From Year3 | $1,144,831 | ExcessFromYear3Amt |
| Excess From Year2 | $1,423,109 | ExcessFromYear2Amt |
| Excess From Year1 | $1,192,484 | ExcessFromYear1Amt |
| Excess From Current Year | $362,018 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLA LEGACIES | |||||||
| 699 NORTH FEDERAL HIGHWAY SUITE 200 | FORT LAUDERDALE | FL | 33304 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW 5TH AVE | FORT LAUDERDALE | FL | 33312 | N/A | PC | GENERAL SUPPORT | $50,000 |
| CHARITY GUILD OF FORT LAUDERDALE | |||||||
| PO BOX 39555 | FORT LAUDERDALE | FL | 33339 | N/A | PC | GENERAL SUPPORT | $10,000 |
| FORT LAUDERDALE HISTORICAL SOCIETY | |||||||
| 219 SW 2ND AVE | FORT LAUDERDALE | FL | 33301 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FUNDING ARTS BROWARD | |||||||
| 1350 EAST SUNRISE BLVD SUITE 110 | FORT LAUDERDALE | FL | 33304 | N/A | PC | GENERAL SUPPORT | $7,250 |
| GUY HARVEY OCEAN FOUNDATION | |||||||
| 8000 N OCEAN DR 303 304 | DANIA BEACH | FL | 33004 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 3564 N OCEAN BLVD | FORT LAUDERDALE | FL | 33308 | N/A | PC | GENERAL SUPPORT | $5,000 |
| HEART GALLERY OF BROWARD CO | |||||||
| 222 SE 10TH STREET | FORT LAUDERDALE | FL | 33316 | N/A | PC | GENERAL SUPPORT | $5,000 |
| HUMANE SOCIETY OF BROWARD COUNTY | |||||||
| 2070 GRIFFIN RD | FORT LAUDERDALE | FL | 33312 | N/A | PC | GENERAL SUPPORT | $80,000 |
| JACK AND JILL CHILDRENS CENTER INC | |||||||
| 1315 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | N/A | PC | GENERAL SUPPORT | $50,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | N/A | PC | GENERAL SUPPORT | $52,000 |
| LAUDERDALE YACHT CLUB SAILING FOUNDATION | |||||||
| 1725 SE 12TH STREET | FORT LAUDERDALE | FL | 33316 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LIFENET 4 FAMILIES | |||||||
| 1 NW 33RD TERRACE | LAUDERHILL | FL | 33311 | N/A | PC | GENERAL SUPPORT | $10,000 |
| NSU ART MUSEUM | |||||||
| 1 E LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | N/A | PC | GENERAL SUPPORT | $60,000 |
| PINE CREST SCHOOL | |||||||
| 1501 NE 62ND STREET | FORT LAUDERDALE | FL | 33334 | N/A | PC | GENERAL SUPPORT | $170,000 |
| RIVERWALK FORT LAUDERDALE | |||||||
| 888 E LAS OLAS BLVD SUITE 210 | FORT LAUDERDALE | FL | 33301 | N/A | PC | GENERAL SUPPORT | $1,000 |
| YOUNG AT ART | |||||||
| 11584 STATE RD 84 | DAVIE | FL | 33325 | N/A | PC | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $571,250 | 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 | $5,521 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $176,190 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $392,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $392,793 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $5,775 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,775 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,384,605 | EOYBookValueAmt |
| EOYFMV | $4,801,603 | 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 | $1,584,274 | BookValueAmt |
| EOYFMV | $1,560,575 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $7,525 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REMOVE PLEDGE RECEIVABLE FROM BOOKS | Desc |
| Amt | $8,125 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $53,593 | Amt |
| Net Investment Income | $53,593 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $9,025 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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