THE THOMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS FAMILY FOUNDATION INC (EIN 36-4311966)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-08
- IRS object ID
- 202110399349100406
- Schema version
- 2019v5.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-08T12:41:20-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 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 | 2019-10-01 | 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 | 2021-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON E PICOLO CPA | PreparerPersonNm |
| PTIN | P00026186 | PTIN |
| Phone | 9545305333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $9,203,203 | 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 | $111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $111 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $253,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $253,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,888,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $250,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $253,796 | 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 | $6,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,003 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,853 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,837 | 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 | $85,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,455 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,218 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,218 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $511,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $429,673 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$261,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $175,650 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $336,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $554,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $554,304 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $387,192 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $343,835 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $330,265 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,031,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,272,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,780,100 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $728,737 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $519,467 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $532,823 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $609,860 | OtherAssetsBOYAmt |
| Other Assets EOY | $136,110 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,712 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,093,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,826,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,203,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $3,366,913 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,099,455 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,093,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,826,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,093,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,826,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,093,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$261,162 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,832,636 | SubtotalAmt |
| Other Decreases | $6,296 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,826,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| SCHWAB A/C 0849 L/T | $310,309 | $349,451 | -$39,142 | -$39,142 | ||
| SCHWAB A/C 9744 S/T | $425,468 | $481,245 | -$55,777 | -$55,777 | ||
| SCHWAB A/C 9744 L/T | $1,610,709 | $1,390,179 | $220,530 | $220,530 | ||
| SCHWAB A/C 8949 S/T | $157,785 | $183,218 | -$25,433 | -$25,433 | ||
| SCHWAB A/C 8949 L/T | $246,355 | $240,461 | $5,894 | $5,894 | ||
| SCHWAB A/C 7640 L/T | $137,697 | $156,611 | -$18,914 | -$18,914 | ||
| BROADSTONE NET LEASE INC ACCT # 2476 | $13 | $13 | $0 | $0 | 2017-11-28 | 2020-09-24 |
| UBS A/C 37744 | -$90,519 | -$90,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,361 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $403,678 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,739,317 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046191 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $442,938 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,754,156 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050597 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $400,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,951,778 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044791 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $370,260 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,211,477 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045091 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $268,637 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,459,774 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036011 | DistributionYr5Rt |
| Total Distribution | 0.222681 | TotalDistributionRt |
| Average Distribution | 0.044536 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,833,754 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $393,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,757 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $395,177 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $429,673 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,757 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,757 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,340 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,583 | OverpaymentAmt |
| Applied To ES Tax | $6,583 | 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 | 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 | $8,711,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,968,278 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,968,278 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,833,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $441,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,757 | TotalTaxAmt |
| Distributable Before Adj | $439,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $439,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $439,931 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $429,673 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $429,673 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,757 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $427,916 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $439,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $422,752 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $429,673 | QualifyingDistributionsAmt |
| Applied To Year1 | $422,752 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,921 | 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 | $433,010 | 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 (33 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 | $4,340 |
| A SPRING OF HOPE INC | |||||||
| 7741 NW 39TH AVE | COCONUT CREEK | FL | 33073 | NONE | 501C(3) | BRING WATER & SANITATION TO NEEDY | $10,000 |
| 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 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 200065009 | NONE | 501C(3) | TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS | $6,000 |
| BACKPACK BARBER FOUNDATION INC | |||||||
| 504 NW 1ST AVE | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | TO PROVIDE HYGIENE SUPPLIES & HAIRCUTS FOR HOMELESS IN DOWNTOWN FT LAUDERDALE,FL | $2,500 |
| 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 PARTNERSHIP FOR THE HOMELESS | |||||||
| 920 NW 7TH AVENUE | FORT LAUDERDALE | FL | 33311 | NONE | 501C(3) | PROVIDE ASSISTANCE FOR THE HOMELESS IN BROWARD COUNTY | $10,000 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW FIFTH AVENUE | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | SUSTAIN, DEVELOP AND SECURE THE FUTURE OF PERFORMING ARTS | $17,150 |
| CARDINAL GIBBONS HIGH SCHOOL | |||||||
| 2900 NE 47TH ST | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | GENERAL DONATION FOR SCHOOL. | $250 |
| CARING FOR CAMBODIA | |||||||
| 900 RR 620 SOUTH | AUSTIN | TX | 78734 | NONE | 501C(3) | TO ENSURE A BETTER FUTURE FOR CAMBODIAN CHILDREN | $25,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN RD STE 101 | GLEN ROCK | NJ | 07452 | 501C(3) | ASSESSMENT ORGANIZATION THAT EVALUATES CHARITABLE ORGANIZATIONS IN THE US. | $200 | |
| 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 | $6,000 |
| FAMILY SERVICE LEAGUE | |||||||
| 790 PARK AVE | HUNTINGTON | NY | 11743 | NONE | 501C(3) | HELPS INDIVIDUALS TO MOBILIZE THEIR STRENGTHS & IMPROVE QUALITY OF LIVES. | $10,000 |
| FIRST PRESBYTERIAN CHURCH OF FORT LAUDERDALE | |||||||
| 401 SE 15TH AVE | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $43,173 |
| HABITAT FOR HUMANITY OF BROWARD | |||||||
| 3564 NORTH OCEAN BLVD | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | TO PROVIDE LOW INCOME FAMILIES WITH DECENT AND AFFORDABLE HOUSING | $2,500 |
| HOLY CROSS HOSPITAL | |||||||
| 4725 N FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | SUPPORT PROGRAM ACTIVITIES | $4,750 |
| HOPE SOUTH FLORIDA | |||||||
| 101 SE 3RD AVENUE NE 3RD CT | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT INITIATIVE TO HELP THE HOMELESS | $12,500 |
| HUMANE SOCIETY | |||||||
| 2070 GRIFFIN ROAD | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | TO FOSTER AND PROMOTE CARE OF ANIMALS | $3,000 |
| 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 | $4,680 |
| LIFE NET FOR FAMILIES | |||||||
| 1 NW 33RD TERRACE | FORT LAUDERDALE | FL | 33311 | NONE | 501C(3) | HELP THE HOMELESS AND HUNGRY | $35,100 |
| MARGARET BAKER FOUNDATION | |||||||
| 10 OLD HUNT ROAD | NORTHFIELD | IL | 60093 | NONE | 501C(3) | AWARD SCHOLARSHIPS TO YOUNG LADIES & MEN IN VIRGINIA. | $10,000 |
| PAYPAL GIVING FUND | |||||||
| 1250 I STREET NW STE 1202 | WASHINGTON | DC | 20005 | 501C(3) | DEVELOP INNOVATIVE PROGRAMS THAT INTRODUCE CHARITABLE GIVING IN RELEVANT AND ENGAGING WAYS TO NEW AUDIENCES, BENEFITTING THE CHARITY SECTOR. | $550 | |
| SCHOLASTIC SHOOTING SPORTS FOUNDATION | |||||||
| 5931 ROFT RD | SAN ANTONIO | TX | 78253 | 501C(3) | BROADSTONE NET LEASE INCSCHOOL AGE YOUTHS INTRO TO SHOOTING SPORTS & FACILITATE THEIR CONTINUED SAFE INVOLVEMENT | $1,500 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 NORTH ROCKY POINT DR | TAMPA | FL | 33607 | 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. | $5,000 | |
| 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. | $3,000 |
| 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 | 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 |
| UNITED WAY | |||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | 501C(3) | WOMEN IN DISTRESS. | $15,000 |
| USA FOR UNHCR | |||||||
| 1310 L ST NW 450 | WASHINGTON | DC | 20005 | NONE | 501C(3) | REBUILDING LIVES FOR VULNERABLE REFUGEES HILDREN WOMEN & MEN | $5,000 |
| WHEELCHAIR FOUNDATION | |||||||
| 3820 BLACKHAWK RD | DANVILLE | CA | 94506 | NONE | 501C(3) | CREATE AWARENESS OF THE NEEDS AND ABILITIES OF PEOPLE WITH PHYSICAL DISABILITIES | $2,500 |
| WOMEN IN DISTRESS | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | NONE | 501C(3) | PROVIDE SUPPORT TO DOMESTIC VIOLENCE CENTER | $166,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,218 | 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 | $111 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $253,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,361 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $250,435 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $250,435 | 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 | $6,850 | Amt |
| Net Investment Income | $3,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS # 37744 | $25,181 | $25,181 |
| SCHWAB 8949 CORP BONDS | $494,286 | $507,642 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB ACCOUNTS | StockNm |
| EOY Book Value | $7,272,625 | EOYBookValueAmt |
| EOYFMV | $7,780,100 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $343,835 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $330,265 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS- UBS # 37744 | $539,724 | $130,398 | $0 |
| OTHER INVESTMENTS- UBS # 37744 | $50,000 | $0 | $0 |
| PREPAID EXCISE TAXES | $14,636 | $5,712 | $5,712 |
| OTHER PREPAID EXPENSES | $5,500 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $6,296 | Amt |
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 | $72,853 | $72,853 | $0 |
| NON DED CONTRIBUTION | $1,150 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $1,837 | $1,837 | $0 |
| FEDERAL EXCISE TAX | $2,628 | $0 | $0 |
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