JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INC (EIN 65-0894674)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-05-01
- IRS object ID
- 202541219349101554
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T14:49:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 NW BOCA RATON BLVD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334316632 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650894674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES H AND MARTA T BATMASIAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 5613928920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N FEDERAL HIGHWAY 1 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTA T BATMASIAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5613928920 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM KORENFIELD | PreparerPersonNm |
| PTIN | P00443748 | PTIN |
| Phone | 5613671040 | PhoneNum |
| Preparation | 2025-05-01 | 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 | $16,617,137 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $131,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,703 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $131,703 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$30,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,002,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,703 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $131,703 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,902 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,902 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,902 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,012 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,902 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,801 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $131,703 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $305,717 | CashBOYAmt |
| Cash EOY | $15,050,309 | CashEOYAmt |
| Cash EOYFMV | $15,050,309 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,194,837 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,289,749 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,452,783 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $467,935 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,586 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,045 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,968,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,457,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,617,137 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $2,968,489 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,457,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,968,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,457,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,968,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,457,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,968,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,055,000 | OtherIncreasesAmt |
| Subtotal | $17,027,161 | SubtotalAmt |
| Other Decreases | $569,517 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,457,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AMERITAS INVESTMENT CORP. | 2023-01-12 | 2023-12-31 | $133,730 | $118,366 | $15,364 | $15,364 | |
| AMERITAS INVESTMENT CORP. | 2021-01-25 | 2023-12-31 | $687,021 | $769,972 | -$82,951 | -$82,951 | |
| UNITED COMMUNITY BANK | 2023-02-17 | 2023-12-31 | $267,414 | $254,883 | $12,531 | $12,531 | |
| UNITED COMMUNITY BANK | 2021-03-26 | 2023-12-31 | $908,127 | $889,214 | $18,913 | $18,913 | |
| CAPITAL GAINS DIVIDENDS | $6,124 | $6,124 | $6,124 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$30,019 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,895 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,665 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,665 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,665 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $38 | EsPenaltyAmt |
| Tax Due | $1,703 | TaxDueAmt |
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 | 0 | 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 | MARTA BATMASIAN | IndividualWithBooksNm |
| Phone | 5613928920 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N FEDERAL HIGHWAY | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES H BATMASIAN | ||||||||
| 215 N FEDERAL HIGHWAYE SUITE 1 | BOCA RATON | FL | 33432 | DIRECTOR, VP, TREASURER | 10.00 | $0 | $0 | $0 |
| MARTA T BATMASIAN | ||||||||
| 215 N FEDERAL HIGHWAYE SUITE 1 | BOCA RATON | FL | 33432 | DIRECTOR, PRESIDENT, SECRE | 10.00 | $0 | $0 | $0 |
| JAMES G BATMASIAN | ||||||||
| 215 N FEDERAL HIGHWAYE SUITE 1 | BOCA RATON | FL | 33432 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ARMEN A BATMASIAN | ||||||||
| 215 N FEDERAL HIGHWAYE SUITE 1 | BOCA RATON | FL | 33432 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ARTHUR R REDGRAVE | ||||||||
| 120 E PALMETTO PARK RD STE 400 | BOCA RATON | FL | 33432 | DIRECTOR | 2.00 | $0 | $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 | $2,009,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $763,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,773,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,773,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,732,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,665 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,665 | TotalTaxAmt |
| Distributable Before Adj | $134,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $134,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $134,942 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $85,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,058,432 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,301,190 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $981,561 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $806,556 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,262,547 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,410,286 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $49,942 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $49,942 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,360,344 | 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 | $1,008,490 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,351,854 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,301,190 | ExcessFromYear4Amt |
| Excess From Year3 | $981,561 | ExcessFromYear3Amt |
| Excess From Year2 | $806,556 | ExcessFromYear2Amt |
| Excess From Year1 | $1,262,547 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTA BATMASIAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N FEDERAL HIGHWAY | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5613928920 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT DIRECTLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN DISABILITIES FOUNDATION INC | ||||||
| PO BOX 99 | BOCA RATON | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $1,000 |
| BOCA RATON HISTORICAL SOCIETY | ||||||
| TOWN HALL 71 N FEDERAL HWY | BOCA RATION | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| BOCA WEST CHILDREN'S FOUNDATION | ||||||
| 20583 BOCA WEST DR | BOCA RATON | FL | 33434 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $10,500 |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | ||||||
| 777 GLADES ROAD ADM 295 | BOCA RATON | FL | 33431 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $25,000 |
| GEORGE SNOW SCHOLARSHIP FUND | ||||||
| 201 PLAZA REAL 260 | BOCA RATION | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| IGLESIA DE LA ALABANZA | ||||||
| 550 FAIRWAY DR 108 | DEERFIELD BEACH | FL | 33441 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $1,000 |
| SOLID ROCK CHRISTIAN CHURCH | ||||||
| 600 S DIXIE HWY | BOCA RATON | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $18,000 |
| NAT KING COLE GENERATION HOPE INC | ||||||
| 4710 NW 2ND AVENUE SUITE 204 | BOCA RATON | FL | 334314161 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $2,000 |
| BARBARA KNIGHT FOUNDATION | ||||||
| 501 SILVER LANE | BOCA RATON | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $1,500 |
| BOCA RATON POLICE FOUNDATION | ||||||
| 6800 BROKEN SOUND PKWY NW | BOCA RATON | FL | 33487 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $1,000 |
| LION STAR ACADEMY | ||||||
| 1710 N UNIVERSITY DR | CORAL SPRINGS | FL | 33071 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| THE PARADISE ONE FUND INC | ||||||
| 1786 NW 2ND AVENUE STE 101 | BOCA RATON | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,703 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,684 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,684 | 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 | INVESTMENT IN EQUITIES | StockNm |
| EOY Book Value | $1,289,749 | EOYBookValueAmt |
| EOYFMV | $1,452,783 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $117,586 | BookValueAmt |
| EOYFMV | $114,045 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $569,517 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $11,902 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,902 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS AND TRANSFERS | Desc |
| Amt | $14,055,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,110 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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