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THE BOB & HEIDE OLIVER FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THE BOB & HEIDE OLIVER FAMILY FOUNDATION INC (EIN 20-0527386)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-13
IRS object ID: 202541339349101284
Schema version: 2024v5.0
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
Schedule B

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-13T11:29:26-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	650688598	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	TURNER & ASSOCIATES LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7301 SW 57TH CT STE 420	AddressLine1Txt
City	SOUTH MIAMI	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	331435324	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	200527386	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BOB & HEIDE OLIVER FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	BOB&	BusinessNameControlTxt
Phone	3056619501	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9501 SW 61ST COURT	AddressLine1Txt
City	PINECREST	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33156	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HEIDE OLIVER	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	3054446668	PhoneNum
Signature	2025-05-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID M TURNER	PreparerPersonNm
PTIN	P00698864	PTIN
Phone	3053770707	PhoneNum
Preparation	2025-05-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	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	$65,602	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	$15,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,141	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,141	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$17,141	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,141	TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$6,410	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$6,410	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$6,410	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$6,410	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$10,731	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,141	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$54,871	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$65,602	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$65,602	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$54,871	TotalAssetsBOYAmt
Total Assets EOY	$65,602	TotalAssetsEOYAmt
Total Assets EOYFMV	$65,602	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$54,871	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$65,602	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$54,871	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$65,602	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$54,871	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$65,602	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$54,871	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$10,731	ExcessRevenueOverExpensesAmt
Subtotal	$65,602	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$65,602	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$30	InvestmentIncomeExciseTaxAmt
Subtotal	$30	SubtotalAmt
Tax Based On Investment Income	$30	TaxBasedOnInvestmentIncomeAmt
Tax Due	$30	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	HEIDE OLIVER	IndividualWithBooksNm
Phone	3056619501	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	9501 SW 61ST COURT	AddressLine1Txt
City	MIAMI	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33156	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	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
BOB OLIVER
9501 SW 61ST COURT	MIAMI	FL	33156	TRUSTEE	1.00	$0	$0	$0
HEIDE OLIVER
9501 SW 61ST COURT	MIAMI	FL	33156	TRUSTEE	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$60,300	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$60,300	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$60,300	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$905	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$59,395	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,970	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,970	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$30	TaxBasedOnInvestmentIncomeAmt
Total Tax	$30	TotalTaxAmt
Distributable Before Adj	$2,940	DistributableBeforeAdjAmt
Distributable Before Ded	$2,940	DistributableBeforeDedAmt
Distributable As Adjusted	$2,940	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$6,410	ExpensesAndContributionsAmt
Qualifying Distributions	$6,410	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,940	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$5,179	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$14,073	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$8,142	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$10,315	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,402	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$41,111	TotalExcessDistributionCyovAmt
Qualifying Distributions	$6,410	QualifyingDistributionsAmt
Applied To Current Year	$2,940	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,470	RemainingDistriFromCorpusAmt
Total Corpus	$44,581	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$5,179	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$39,402	ExcessDistriCyovToNextYrAmt
Excess From Year4	$14,073	ExcessFromYear4Amt
Excess From Year3	$8,142	ExcessFromYear3Amt
Excess From Year2	$10,315	ExcessFromYear2Amt
Excess From Year1	$3,402	ExcessFromYear1Amt
Excess From Current Year	$3,470	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ROBERT AND HEIDE OLIVER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MAKE-A-WISH SOUTHERN FOUNDATION
1702 EAST HIGHLAND STE 4	PHOENIX	AZ	85016	NONE	PUBLIC	CHARITABLE	$100
PINEY GROVE BAPTIST CHURCH
C/O 9501 SW 61ST COURT	MIAMI	FL	33156	NONE	PUBLIC	RELIGIOUS	$3,100
HATIAN SCHOOL
420 WEST ATLANTA ROAD	MARIETTA	GA	30064	NONE	PUBLIC	CHARITABLE	$1,760
MIAMI RESCUE MISSION
3553 NW 50TH STREET	MIAMI	FL	33142	NONE	PUBLIC	CHARITABLE	$650
MUSCULAR DEGENERATION RESEARCH
161 N CLARKE STE 3550	CHICAGO	IL	60601	NONE	PUBLIC	CHARITABLE	$100
SCHRINER'S HOSPITAL FOR CHILDREN
2900 N ROCKY POINT	TAMPA	FL	33607	NONE	PUBLIC	CHARITABLE	$100
SPECIAL OLYMPICS
1133 19TH STREET NW	WASHINGTON	DC	20036	NONE	PUBLIC	CHARITABLE	$100
ST JUDE CHILDREN'S HOSPITAL
262 DANNY THOMAS PLACE	MEMPHIS	TN	38105	NONE	PUBLIC	MEDICAL	$100
THE SMILE TRAIN
633 THIRD AVENUE 9TH FL	NEW YORK	NY	10017	NONE	PUBLIC	CHARITABLE	$300
WOUNDED WARRIORS
4899 BELFORT ROAD STE 300	JACKSONVILLE	FL	32256	NONE	PUBLIC	CHARITABLE	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$6,410	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,141	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2,141	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,141	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	BOB AND HEIDE OLIVER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	9501 SW 61ST COURT	AddressLine1Txt
City	MIAMI	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33156	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$15,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd