HUDSON FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON FAMILY FOUNDATION INC (EIN 65-0753612)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2022-01-13
- IRS object ID
- 202220139349100902
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-13T09:54:37-06:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591363792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEEFE MCCULLOUGH & CO LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 N FEDERAL HIGHWAY SUITE 410 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | 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 | 1535 SE 17TH STREET NO 107 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY J BODENWEBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9543565800 | PhoneNum |
| Signature | 2021-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOLLY | PersonFirstNm |
| Person Last | BODENWEBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R LARAWAY | PreparerPersonNm |
| PTIN | P00341086 | PTIN |
| Phone | 9547710896 | PhoneNum |
| Preparation | 2021-12-16 | PreparationDt |
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 | $4,795,187 | 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 | $929 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $929 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $133,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $641,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,350,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $641,211 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $775,203 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $775,203 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,634 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71,739 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,123 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,594,584 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,594,584 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,777,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,123 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,594,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,002,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $641,080 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,681 | CashBOYAmt |
| Cash EOY | $23,459 | CashEOYAmt |
| Cash EOYFMV | $23,459 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,711,983 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $221,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $221,642 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $8,125 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $8,125 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $8,125 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $8,125 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,769,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,189,786 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,211,698 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,150,756 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,374,487 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,330,263 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,967 | OtherAssetsBOYAmt |
| Other Assets EOY | $56 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,820,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,817,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,795,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,820,225 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,817,555 | 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 | $8,820,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,817,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,820,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,817,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,820,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,002,670 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,817,555 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,817,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS ABS | 2020-07-10 | $230,827 | $242,505 | -$11,678 | -$11,678 |
| LITMAN GREGORY MASTERS | 2020-07-10 | $224,739 | $233,892 | -$9,153 | -$9,153 |
| INTERNATIONAL BUSINESS MACHINES | 2020-08-31 | $90,913 | $93,714 | -$2,801 | -$2,801 |
| SPDR GOLD TRUST | 2020-08-31 | $147,411 | $129,061 | $18,350 | $18,350 |
| ARIEL INTL FUND | 2020-09-22 | $288,758 | $283,189 | $5,569 | $5,569 |
| MFS VALUE FUND CLASS I | 2020-09-22 | $154,292 | $150,032 | $4,260 | $4,260 |
| MFS VALUE FUND CLASS I | 2021-03-08 | $494,139 | $408,215 | $85,924 | $85,924 |
| ADOBE SYS INC | 2021-02-22 | $261,052 | $78,755 | $182,297 | $182,297 |
| VIACOMCBS IN | 2021-02-22 | $187,059 | $64,800 | $122,259 | $122,259 |
| BROWN ADVISORY SUSTAINABLE | 2021-04-06 | $301,158 | $209,853 | $91,305 | $91,305 |
| DODGE & COX INCOME FUND | 2021-04-06 | $485,676 | $490,134 | -$4,458 | -$4,458 |
| ACTIVISION BLIZZARD INC | 2021-04-07 | $98,320 | $58,701 | $39,619 | $39,619 |
| ILLUMINA INC | 2021-04-07 | $152,986 | $107,240 | $45,746 | $45,746 |
| ISHARES RUSSELL 1000 GROWTH | 2021-04-07 | $233,170 | $159,198 | $73,972 | $73,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $641,211 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,911 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,911 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,967 | 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 | $8,967 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $56 | OverpaymentAmt |
| Applied To ES Tax | $56 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | REVA FLETCHER | IndividualWithBooksNm |
| Phone | 9543565800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 SE 17TH STREET 107 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOLLY J BODENWEBER | ||||||||
| 1535 SE 17TH STREET SUITE 107 | FT LAUDERDALE | FL | 33316 | PRESIDENT/TREASURER | 25.00 | $50,000 | $0 | $0 |
| STEVEN W HUDSON | ||||||||
| 1535 SE 17TH STREET SUITE 107 | FT LAUDERDALE | FL | 33316 | VICE-PRESIDENT/ SECRETARY | 20.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,614,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $698,635 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,312,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,312,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,173,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $458,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $458,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,911 | TotalTaxAmt |
| Distributable Before Adj | $449,753 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $449,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $449,753 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,594,584 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,594,584 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,594,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $449,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,133,327 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,116,903 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,250,230 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,594,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $449,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,144,831 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,395,061 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,395,061 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,133,327 | ExcessFromYear2Amt |
| Excess From Year1 | $1,116,903 | ExcessFromYear1Amt |
| Excess From Current Year | $1,144,831 | 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 |
|---|---|---|---|---|---|---|---|
| ARC BROWARD | |||||||
| 10250 NW 53RD STREET | SUNRISE | FL | 33351 | NONE | PC | GENERAL CONTRIBUTION | $20,000 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW 5TH AVE | FT LAUDERDALE | FL | 33312 | NONE | POF | GENERAL CONTRIBUTION | $75,000 |
| CHARITY GUILD OF FORT LAUDERDALE | |||||||
| PO BOX 39555 | FORT LAUDERDALE | FL | 33339 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| COMMUNITY FOUNDATION OF BROWARD | |||||||
| 910 E LAS OLAS BLVD 200 | FORT LAUDERDALE | FL | 33301 | NONE | PC | GENERAL CONTRIBUTION | $1,000,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 3201 W COMMERCIAL BLVD 237 | FORT LAUDERDALE | FL | 33309 | NONE | PC | GENERAL CONTRIBUTION | $20,000 |
| FRIENDS OF BIRCH STATE PARK | |||||||
| 3109 EAST SUNRISE BLVD | FORT LAUDERDALE | FL | 33301 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| 3564 N OCEAN BLVD | FORT LAUDERDALE | FL | 33308 | NONE | PC | GENERAL CONTRIBUTION | $50,000 |
| JACK AND JILL CHILDRENS CENTER INC | |||||||
| 1315 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | NONE | PC | GENERAL CONTRIBUTION | $100,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | NONE | PC | GENERAL CONTRIBUTION | $35,000 |
| LIFENET 4 FAMILIES | |||||||
| 5101 NW 21ST AVE 300 | FORT LAUDERDALE | FL | 33309 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| ONE EAST LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | NONE | SCHOOL | GENERAL CONTRIBUTION | $66,000 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | NONE | PC | GENERAL CONTRIBUTION | $33,334 |
| YMCA OF SOUTH FLORIDA | |||||||
| 900 SE 3RD AVE 300 | FORT LAUDERDALE | FL | 33316 | NONE | PC | GENERAL CONTRIBUTION | $50,000 |
| YOUNG AT ART CHILDREN'S MUSEUM | |||||||
| 11584 STATE RD 84 | DAVIE | FL | 33325 | NONE | PC | GENERAL CONTRIBUTION | $50,000 |
| FRIENDS OF BRILAND AID INC | |||||||
| 6 CLIFFDALE ROAD | GREENWICH | CT | 06831 | NONE | PC | GENERAL CONTRIBUTION | $50,000 |
| CONSERVATION FORCE | |||||||
| 3240 S I-10 SERVICE RD W 200 | METAIRIE | LA | 70001 | NONE | PC | GENERAL CONTRIBUTION | $250 |
| PINECREST SCHOOL | |||||||
| 1501 NE 62ND STREET | FORT LAUDERDALE | FL | 33334 | NONE | SCHOOL | GENERAL CONTRIBUTION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,594,584 | 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 | $929 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $641,211 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $775,203 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $775,203 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $5,189,786 | EOYBookValueAmt |
| EOYFMV | $2,211,698 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | AT COST | $1,647,519 | $1,685,409 |
| REAL ESTATE INVESTMENTS | AT COST | $726,968 | $644,854 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $8,967 | BOYBookValueAmt |
| EOY Book Value | $56 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $71,739 | $71,739 | $0 |
| OFFICE EXPENSE | $371 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,268 | $3,634 | $0 |
| EXCISE TAX | $8,911 | $0 | $0 |
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