HUDSON FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON FAMILY FOUNDATION INC (EIN 65-0753612)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2022-07-26
- IRS object ID
- 202232079349100208
- Schema version
- 2021v4.2
- 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
- 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 | 2022-07-26T11:44:58-05:00 | ReturnTs |
| Tax Period End | 2022-04-30 | 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 | 2021-05-01 | 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 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 | 2022-07-19 | 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 | 2022-07-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $7,392,295 | 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 | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $286,622 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $244,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,312,884 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $244,311 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $531,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $531,021 | 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 | $12,715 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,494 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,810 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75,810 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,844,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,844,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,027,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,844,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,496,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,967 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,459 | CashBOYAmt |
| Cash EOY | $114,152 | CashEOYAmt |
| Cash EOYFMV | $114,152 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $221,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $771,459 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $771,459 | 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 | $5,189,786 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,827,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,919,043 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,374,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,598,566 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,578,274 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $56 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,242 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,242 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,817,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,320,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,392,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,817,555 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,320,801 | 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 | $7,817,555 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,320,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,817,555 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,320,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,817,555 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,496,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,320,801 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,320,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| BLACKROCK FDS II STRG OPP INSTL | 2021-05-06 | $228,293 | $226,497 | $1,796 | $1,796 | |
| DODGE & COX INCOME FD | 2021-05-06 | $392,589 | $392,863 | -$274 | -$274 | |
| FEDERATED HERMES ULTRASHORT BD | 2021-05-06 | $373,487 | $367,899 | $5,588 | $5,588 | |
| EDWARDS LIFESCIENCES CORP | 2021-05-07 | $92,665 | $70,945 | $21,720 | $21,720 | |
| INTUIT | 2021-05-07 | $158,801 | $107,326 | $51,475 | $51,475 | |
| ISHARES RUSSELL 1000 GROWTH | 2021-05-07 | $602,080 | $390,663 | $211,417 | $211,417 | |
| SPDR GOLD TRUST | 2021-05-07 | $420,872 | $385,527 | $35,345 | $35,345 | |
| LAS VEGAS SANDS CORP | 2021-05-19 | $84,407 | $71,547 | $12,860 | $12,860 | |
| NIKE INC | 2021-05-19 | $27,156 | $18,087 | $9,069 | $9,069 | |
| SALESFORCE.COM INC | 2021-05-19 | $85,145 | $57,097 | $28,048 | $28,048 | |
| BLACKROCK FDS II STRG OPP INSTL | 2021-06-16 | $400,000 | $385,973 | $14,027 | $14,027 | |
| DELTA AIRLINES INC | 2021-06-17 | $113,524 | $66,125 | $47,399 | $47,399 | |
| ISHARES MSCI EAFE INDEX FD | 2021-06-17 | $317,670 | $304,705 | $12,965 | $12,965 | |
| NIKE INC | 2021-06-17 | $104,155 | $67,207 | $36,948 | $36,948 | |
| UBS AG LONDON BRH | 2021-06-17 | $268,152 | $341,442 | -$73,290 | -$73,290 | |
| DEUTSCHE ENHANCED COMMODITY | 2021-09-02 | $200,000 | $190,361 | $9,639 | $9,639 | |
| BROWN ADVISORY SUSTAINABLE | 2022-02-24 | $152,806 | $107,092 | $45,714 | $45,714 | |
| KRANESHARES TR | 2022-02-25 | $965,866 | $1,071,689 | -$105,823 | -$105,823 | |
| INVESCO OPPENHEIMER DEVELOPING | 2022-03-08 | $252,998 | $283,189 | -$30,191 | -$30,191 | |
| HARBOR LARGE CAP VALUE INSTL | 2022-03-08 | $481,284 | $483,176 | -$1,892 | -$1,892 | |
| ISHARES MSCI EAFE INDEX FD | 2022-03-09 | $589,745 | $679,163 | -$89,418 | -$89,418 | |
| TRINITY INDS INC SETTLEMENT FUND | 2022-01-14 | $1,189 | $1,189 | $1,189 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $244,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,448 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,448 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,920 | 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 | $8,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,472 | OverpaymentAmt |
| Applied To ES Tax | $3,472 | 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 | $8,292,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $369,062 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,661,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,661,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,531,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $426,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $426,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,448 | TotalTaxAmt |
| Distributable Before Adj | $421,141 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $421,141 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $421,141 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,844,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,844,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $421,141 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,133,327 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,116,903 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,144,831 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,395,061 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,844,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $421,141 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,423,109 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,818,170 | 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 | $4,818,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,133,327 | ExcessFromYear3Amt |
| Excess From Year2 | $1,116,903 | ExcessFromYear2Amt |
| Excess From Year1 | $1,144,831 | ExcessFromYear1Amt |
| Excess From Current Year | $1,423,109 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 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 | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,250 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW 5TH AVE | FT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $50,000 |
| CHARITY GUILD OF FORT LAUDERDALE | |||||||
| PO BOX 39555 | FORT LAUDERDALE | FL | 33339 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $15,000 |
| COMMUNITY FOUNDATION OF BROWARD | |||||||
| 910 E LAS OLAS BLVD 200 | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 3201 W COMMERCIAL BLVD 237 | FORT LAUDERDALE | FL | 33309 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 |
| FRIENDS OF BRILAND AID INC | |||||||
| 6 CLIFFDALE ROAD | GREENWICH | CT | 06831 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $50,000 |
| HABITAT FOR HUMANITY | |||||||
| 3564 N OCEAN BLVD | FORT LAUDERDALE | FL | 33308 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 |
| JACK AND JILL CHILDRENS CENTER INC | |||||||
| 1315 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $100,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| ONE EAST LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | NONE | SCHOOL | GENERAL CONTRIBUTION | $56,000 |
| PINECREST SCHOOL | |||||||
| 1501 NE 62ND STREET | FORT LAUDERDALE | FL | 33334 | NONE | SCHOOL | GENERAL CONTRIBUTION | $470,000 |
| NSU ART MUSEUM | |||||||
| 1 E LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 |
| HUMANE SOCIETY OF BROWARD COUNTY | |||||||
| 2070 GRIFFIN RD | FORT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $15,000 |
| THE BOUGAINVILLA HOUSE | |||||||
| 1721 SE 4TH AVE | FORT LAUDERDALE | FL | 33316 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3440 HOLLYWOOD BLVD STE 150 | HOLLYWOOD | FL | 33021 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $25,000 |
| GUY HARVEY OCEAN FOUNDATION | |||||||
| 8000 N OCEAN DR 303 304 | DANIA BEACH | FL | 33004 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 |
| HEART GALLERY OF BROWARD CO | |||||||
| 222 SE 10TH STREET | FORT LAUDERDALE | FL | 33316 | NONE | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 |
| GREATER FORT LAUDERDALE CHAMBER OF COMMERCE | |||||||
| 512 NE 3RD AVE | FORT LAUDERDALE | FL | 33301 | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,500 | |
| CHIERA FAMILY FOUNDATION | |||||||
| 4171 W HILLSBORO BLVD 11 | COCONUT CREEK | FL | 33073 | PRIVATE FOUNDATION | GENERAL CONTRIBUTION | $3,000 | |
| AFRICAN SAFARI CLUB OF FLORIDA | |||||||
| 8930 FL-84 | DAVIE | FL | 33324 | PUBLIC CHARITY | GENERAL CONTRIBUTION | $500 | |
| RIVERWALK FORT LAUDERDALE | |||||||
| 888 E LAS OLAS BLVD SUITE 210 | FORT LAUDERDALE | FL | 33301 | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,844,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,622 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $244,311 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $531,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $531,021 | 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 | $3,827,257 | EOYBookValueAmt |
| EOYFMV | $4,919,043 | 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 | $1,238,927 | $1,235,869 |
| REAL ESTATE INVESTMENTS | AT COST | $359,639 | $342,405 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $56 | BOYBookValueAmt |
| EOY Book Value | $1,242 | EOYBookValueAmt |
| EOYFMV | $1,242 | EOYFMVAmt |
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 | $69,705 | $69,705 | $0 |
| PROFESSIONAL FEES | $6,105 | $6,105 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,267 | $4,494 | $0 |
| EXCISE TAX | $5,448 | $0 | $0 |
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