THE THOMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS FAMILY FOUNDATION INC (EIN 36-4311966)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-02-13
- IRS object ID
- 202210449349100101
- Schema version
- 2020v4.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-13T10:43:09-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462018155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 N PINE ISLAND ROAD STE 205 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364311966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 9544591270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30580 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED THOMAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9545243643 | PhoneNum |
| Signature | 2022-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALFRED | PersonFirstNm |
| Person Last | THOMAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON E PICOLO CPA | PreparerPersonNm |
| PTIN | P00026186 | PTIN |
| Phone | 9545305333 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,301,432 | 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 | $39 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $217,439 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $217,439 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $353,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,632,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $353,547 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $571,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $571,025 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,423 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,877 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,008 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,382 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,382 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $533,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $488,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $554,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $698,057 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $698,057 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $343,835 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $290,579 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $270,092 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,272,625 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,310,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,899,241 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $519,467 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $434,699 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $434,038 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $136,110 | OtherAssetsBOYAmt |
| Other Assets EOY | $130,398 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,826,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,863,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,301,432 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $203 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $203 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,726,885 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,726,885 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,099,455 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,136,841 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,826,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,863,726 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,826,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,863,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,826,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,863,726 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,863,726 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|
| SCHWAB A/C 0849 L/T | $4,123 | $4,123 |
| SCHWAB A/C 0849 S/T | $76,610 | $76,610 |
| SCHWAB A/C 9744 L/T | $139,488 | $139,488 |
| SCHWAB A/C 9744 S/T | $2,360 | $2,360 |
| SCHWAB A/C 8949 L/T | $47,315 | $47,315 |
| SCHWAB A/C 9744 L/T | -$4,076 | -$4,076 |
| SCHWAB A/C 2476 L/T | $68,498 | $68,498 |
| SCHWAB A/C 2476 S/T | $17,256 | $17,256 |
| SCHWAB A/C 0849 L/T CAP GAINS | $1,973 | $1,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $353,547 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,583 | 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 | $6,583 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $203 | 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 | 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 | ALFRED THOMAS | IndividualWithBooksNm |
| Phone | 9545243643 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30850 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33303 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALFRED THOMAS | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| PHYLLIS THOMAS | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | VICE-PRESIDENT/SECRETARY | 2.00 | $0 | $0 | $0 |
| LYDIA BART | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | VICE-PRESIDENT | 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 | $9,449,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $367,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,816,185 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,816,185 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,668,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $483,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $483,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,786 | TotalTaxAmt |
| Distributable Before Adj | $476,661 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $476,661 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $476,661 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $443,337 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $443,337 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $476,661 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $433,010 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $433,010 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $466,334 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4KIDSINC | |||||||
| 2717 WEST CYPRESS CREEK RD | FORT LAUDERDALE | FL | 33309 | NONE | 501C(3) | TO PROVIDE A HOME & REFUGE FOR EVERY CHILD IN NEED | $2,500 |
| AARP FOUNDATION | |||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | NONE | 501C(3) | TO SERVE VULNERABLE PEOPLE 50+ BY CREATING AND ADVANCING EFFECTIVE SOLUTIONS THAT HELP THEM SECURE THE ESSENTIALS | $1,000 |
| BOCA HELPINGS HANDS | |||||||
| 1500 NW 1ST CT | BOCA RATON | FL | 33432 | NONE | 501C(3) | DEDICATED TO CURING MUSCULAR DYSTROPHY, ALS, AND RELATED DISEASES BY FUNDING WORLDWIDE RESEARCH AND TO PROVIDE FOOD, MEDICAL AND FINANCIAL ASSISTANCE TO MEET BASIC HUMAN NEEDS | $2,500 |
| BROWARD COLLEGE FOUNDATION | |||||||
| 111 EAST LAS OLAS BLVD 11TH FL | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | TO TRANSFORM LIVES THROUGH EDUCATION AND COMMUNITY AWARENESS | $50,000 |
| BROWARD PARTNERSHIP FOR THE HOMELESS | |||||||
| 920 NW 7TH AVENUE | FORT LAUDERDALE | FL | 33311 | NONE | 501C(3) | PROVIDE ASSISTANCE FOR THE HOMELESS IN BROWARD COUNTY | $6,030 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW FIFTH AVENUE | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | SUSTAIN, DEVELOP AND SECURE THE FUTURE OF PERFORMING ARTS | $12 |
| BROWARD PUBLIC LIBRARY FOUNDATION | |||||||
| 100 SOUTH ANDREWS AVE | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | TO ENHANCE THE COLLECTIONS, PROGRAMS AND SERVICES OF THE BROWARD COUNTY LIBRARY SYSTEMS | $750 |
| CARING FOR CAMBODIA | |||||||
| 900 RR 620 SOUTH | AUSTIN | TX | 78734 | NONE | 501C(3) | TO ENSURE A BETTER FUTURE FOR CAMBODIAN CHILDREN | $5,149 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN RD STE 101 | GLEN ROCK | NJ | 07452 | 501C(3) | ASSESSMENT ORGANIZATION THAT EVALUATES CHARITABLE ORGANIZATIONS IN THE US. | $2,000 | |
| CHILDREN'S AID CLUB | |||||||
| PO BOX 11503 | FORT LAUDERDALE | FL | 33339 | NONE | 501C(3) | ASSIST CHILDREN AND THEIR FAMILIES SUFFEREING FROM MEDICAL, FINANCIAL AND SOCIAL HARDSHIPS | $1,000 |
| CHILDREN'S DIAGNOSTIC & TREATMENT CENTER INC | |||||||
| PO BOX 810301 | BOCA RATON | FL | 33481 | NONE | 501C(3) | SERVICES CHILDREN WITH SPECIAL HEALTH CARE NEEDS IN BROWARD COUNTY | $1,000 |
| CHILDREN'S FUND FOR GSD RESEARCH INC | |||||||
| 20 SHERWOOD LANE | CHESHIRE | CT | 06410 | NONE | 501C(3) | TO FIND A CURE FOR GLYCOGEN STORAGE DISEASE (GSD) | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501C(3) | TO SUPPORT EMERGENCY RELIEF AND RESPONSE PROGRAMS IN MORE THAN 60 COUNTRIES | $5,000 |
| FAMILY PROMISE OF SOUTH PALM BEACH COUNTY | |||||||
| 840 GEORGE BUSH BLVD | DELRAY BEACH | FL | 33483 | NONE | 501C(3) | PROVIDES TEMPORARY SHELTER, MEALS, AND SUPPORT SERVICES TO THE MOST VULNERABLE IN THE COMMUNITY, CHILDREN AND THEIR FAMILIES WHO ARE EXPERIENCING HOMELESSNESS, THROUGH COLLABORATION THE ORGANIZATION PROVIDES TEMPORARY SHELTER, MEALS, AND SUPPORT SERVICES TO THE MOST VULNERABLE IN THE COMMUNITY, CHILDREN AND THEIR FAMILIES WHO ARE EXPERIENCING HOMELESSNESS, THROUGH COLLABORATION WITH THE LOCAL FAITH COMMUNITYPROVIDES TEMPORARY SHELTER, MEALS, AND SUPPORT SERVICES TO THE MOST VULNERABLE IN THE COMMUNITY, CHILDREN AND THEIR FAMILIES WHO ARE EXPERIENCING HOMELESSNESS, THROUGH COLLABORATION WITH THE LOCAL FAITH COMMUNITY. | $5,000 |
| FAMILY SERVICE LEAGUE | |||||||
| 790 PARK AVE | HUNTINGTON | NY | 11743 | NONE | 501C(3) | HELPS INDIVIDUALS TO MOBILIZE THEIR STRENGTHS & IMPROVE QUALITY OF LIVES. | $15,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32ND TERRACE | PEMBROKE PINES | FL | 33023 | NONE | 501C(3) | END HUNGER IN SOUTH FLORIDA THROUGH ACCESS TO NUTRITIOUS FOOD, ADVOCACY AND INNOVATIVE PROGRAMMING. | $2,000 |
| FIRST PRESBYTERIAN CHURCH OF FORT LAUDERDALE | |||||||
| 401 SE 15TH AVE | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $25,370 |
| GOLD COAST JAZZ SOCIETY BAND AND FRIENDS | |||||||
| 1350 E SUNRISE BLVD 115 | FORT LAUDERDALE | FL | 33304 | NONE | 501C(3) | DEDICATE TO PERPETUATE AND ADVANCE THE CULTURAL ART FORM OF JAZZ THROUGH PERFORMANCES, EDUCATION AND OUTREACH ACTIVITIES. | $1,954 |
| HOLY CROSS HOSPITAL | |||||||
| 4725 N FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | SUPPORT PROGRAM ACTIVITIES | $5,750 |
| HUMANE SOCIETY OF BROWARD COUNTY | |||||||
| 2070 GRIFFIN ROAD | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | TO FOSTER AND PROMOTE CARE OF ANIMALS | $500 |
| JACK & JILL CHILDRENS CENTER | |||||||
| 1315 W BROWARD DRIVE | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | TO BREAK THE CYCLE OF POVERTY FOR CHILDREN OF LOW INCOME WORKING FAMILIES IN BROWARD COUNTY | $50,000 |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA INC | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | NONE | 501C(3) | TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. | $5,000 |
| LEARNING FOR SUCCESS INC | |||||||
| 5532 SW 114TH AVE | COOPER CITY | FL | 33028 | NONE | 501C(3) | MANAGES A NETWORK OF SOUTH FLORIDA BUSINESS AND COMMUNITY VOLUNTEERS AND EDUCATORS WHO IMPLEMENT PROGRAMS THAT: PROVIDE LEARNING OPPORTUNITIES FOR YOUNG PEOPLE THROUGH COMPREHENSIVE COMMUNITY INVOLVEMENT; THAT HELP SCHOOLS ORGANIZE THEIR SERVICES AROUND THEIR STUDENTS' QUALTIES TO CHANGE THEY WAY STUDENTS | $2,000 |
| LIFE NET FOR FAMILIES | |||||||
| 1 NW 33RD TERRACE | FORT LAUDERDALE | FL | 33311 | NONE | 501C(3) | HELP THE HOMELESS AND HUNGRY | $40,000 |
| OUR COMMUNITY PLACE | |||||||
| 17 E JOHNSON ST | HARRISBURG | VA | 22802 | NONE | 501C(3) | PROMOTING PERSONAL GROWTH AND COMMUNITY WELL-BEING. | $1,978 |
| SCHOLASTIC SHOOTING SPORTS FOUNDATION | |||||||
| 5931 ROFT RD | SAN ANTONIO | TX | 78253 | NONE | 501C(3) | SCHOOL AGE YOUTHS INTRO TO SHOOTING SPORTS & FACILITATE THEIR CONTINUED SAFE INVOLVEMENT | $2,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 NORTH ROCKY POINT DR | TAMPA | FL | 33607 | NO1 | 501C(3) | PROVIDE THE HIGHEST QUALITY CARE TO CHILDREN WITH NEUROMUSCULOSKELETAL CONDITIONS, BURN INJURIES AND OTHER SPECIAL HEALTHCARE NEEDS WITHIN A COMPASSIONATE, FAMILY-CENTERED AND COLLABORATIVE CARE ENVIRONMENT. | $2,500 |
| SMILE TRAIN | |||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | NONE | 501C(3) | TO PROVIDE FREE CLEFT SURGERY AND COMPREHENSIVE CLEFT CARE TO CHILDREN IN THE DEVELOPING WORLD AND FREE CLEFT-RELATED TRAINING FOR LOCAL MEDICAL PROFESSIONALS | $2,500 |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PL | COCONUT CREEK | FL | 33073 | NONE | 501C(3) | FOSTER CARE NEIGHBORHOOD PROVIDES HOUSING FOR CHILDREN | $1,000 |
| SOUTH FLORIDA PBS | |||||||
| 14901 NE 20TH AVE | MIAMI | FL | 33181 | NONE | 501C(3) | PROVIDES QUALITY CONTENT TO EDUCATE ENLIGHTEN AND INSPIRE ON TV. | $2,500 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | 501C(3) | PROVIDE YEAR-ROUND SPORTS TRAINING FOR CHILDREN AND ADULTS WITH DISABILITIES | $5,000 |
| ST SABINA CHURCH | |||||||
| 1210 WEST 78TH PLACE | CHICAGO | IL | 60620 | NONE | 501C(3) | SEEKS TO BE A PROPHETIC VOICE OF TRUTH AND JUSTICE; COMMITTED TO THE POWER OF LOVE AND NON-VIOLENCE; TO BEING A LOBBYIST FOR THE POOR, ALIENATED, AND DISENFRANCHISED; AND RECOGNIZING THAT WHAT MAKES US AUTHENTIC IS OUR ACTIONS WHEN WE LEAVE THE CHURCH BUILDING. | $10,000 |
| SUSAN G KOMEN | |||||||
| 20 WESTPORT ROAD | WILTON | CT | 06897 | NONE | 501C(3) | SUPPORT FIGHT AGAINST BREAST CANCER | $1,000 |
| THE NIGHT MINISTRY | |||||||
| 4711 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | NONE | 501C(3) | WORKS TO PROVIDE HOUSING, HEALTH CARE & HUMAN CONNECTION TO STRUGGLING INDIVIDUALS | $5,000 |
| UNITED WAY | |||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | 501C(3) | WOMEN IN DISTRESS. | $15,000 |
| WOMEN IN DISTRESS | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | NONE | 501C(3) | PROVIDE SUPPORT TO DOMESTIC VIOLENCE CENTER | $157,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,382 | 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 | $39 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $217,439 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $353,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $571,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $571,025 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,850 | Amt |
| Net Investment Income | $2,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,925 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS # 37744 | $25,181 | $29,819 |
| SCHWAB CORP BONDS | $409,518 | $404,219 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB ACCOUNTS | StockNm |
| EOY Book Value | $7,310,196 | EOYBookValueAmt |
| EOYFMV | $8,899,241 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $87,506 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $86,876 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $203,073 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $183,216 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS- UBS # 37744 | $130,398 | $130,398 | $4 |
| PREPAID EXCISE TAXES | $5,712 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL MANAGEMENT FEES | $76,877 | $76,877 | $0 |
| NON DED CONTRIBUTION | $1,546 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $3,008 | $3,008 | $0 |
| FEDERAL EXCISE TAX | $5,915 | $0 | $0 |
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