THE BOB & HEIDE OLIVER FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE BOB & HEIDE OLIVER FAMILY FOUNDATION INC (EIN 20-0527386)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202121309349101557
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-10T11:57:10-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650688598PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TURNER & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 SOUTH BISCAYNE BLVD SUITE 177AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200527386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOB & HEIDE OLIVER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBOB&BusinessNameControlTxt
Phone3056619501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19501 SW 61ST COURTAddressLine1Txt
CityPINECRESTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33156ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHEIDE OLIVERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3054446668PhoneNum
Signature2021-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHEIDEPersonFirstNm
Person LastOLIVERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID M TURNER CPAPreparerPersonNm
PTINP00698864PTIN
Phone3053770707PhoneNum
Preparation2021-04-21PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,072FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$56InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$56InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$12,056TotalRevAndExpnssAmt
Total Net Invst Incm$56TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,190ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,190ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,190TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,190TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,134ExcessRevenueOverExpensesAmt
Net Investment Income$56NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$45,206SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,072SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,072SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$45,206TotalAssetsBOYAmt
Total Assets EOY$41,072TotalAssetsEOYAmt
Total Assets EOYFMV$41,072TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$45,206NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$41,072NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$45,206TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,072TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,206TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,072TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,206TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,134ExcessRevenueOverExpensesAmt
Subtotal$41,072SubtotalAmt
Tot Net Ast Or Fund Balances EOY$41,072TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Tax Due$1TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHEIDE OLIVERIndividualWithBooksNm
Phone3056619501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19501 SW 61ST COURTAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33156ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BOB OLIVER
9501 SW 61ST COURTMIAMIFL33156TRUSTEE1.00$0$0$0
HEIDE OLIVER
9501 SW 61ST COURTMIAMIFL33156TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$43,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$43,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$645CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,355NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,118MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,118MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$2,117DistributableBeforeAdjAmt
Distributable Before Ded$2,117DistributableBeforeDedAmt
Distributable As Adjusted$2,117DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,190ExpensesAndContributionsAmt
Qualifying Distributions$16,190QualifyingDistributionsAmt
Adjusted Qualifying Distri$16,190AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,117DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$16,009ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,321ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,706ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,825ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,179ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$46,040TotalExcessDistributionCyovAmt
Qualifying Distributions$16,190QualifyingDistributionsAmt
Applied To Current Year$2,117AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,073RemainingDistriFromCorpusAmt
Total Corpus$60,113TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$16,009ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$44,104ExcessDistriCyovToNextYrAmt
Excess From Year4$12,321ExcessFromYear4Amt
Excess From Year3$5,706ExcessFromYear3Amt
Excess From Year2$6,825ExcessFromYear2Amt
Excess From Year1$5,179ExcessFromYear1Amt
Excess From Current Year$14,073ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT AND HEIDE OLIVERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
HAITIAN RELIEF - SCHOOL
C/O 9501 SW 61ST COURTMIAMIHAITIHA33156NONEPUBLICCHARITABLE$2,640
MAKE-A-WISH SOUTHERN FOUNDATION
NONEPUBLICCHARITABLE$1001702 EAST HIGHLAND STE 4PHOENIXAZ85016
MUSCULAR DEGENERATION RESEARCH
NONEPUBLICCHARITABLE$100161 N CLARKE STE 3550CHICAGOIL60601
PINEY GROVE BAPTIST CHURCH
NONEPUBLICRELIGIOUS$2,600C/O 9501 SW 61ST COURTMIAMIFL33156
SALVATION ARMY
NONEPUBLICCHARITABLE$100615 SLATERS LANEALEXANDRIAVA22314
SCHRINER'S HOSPITAL FOR CHILDREN
NONEPUBLICCHARITABLE$1002900 N ROCKY POINTTAMPAFL33607
SPECIAL OLYMPICS
NONEPUBLICCHARITABLE$1001133 19TH STREET NWWASHINGTONDC20036
ST JUDE CHILDREN'S HOSPITAL
NONEPUBLICMEDICAL$100262 DANNY THOMAS PLACEMEMPHISTN38105
THE SMILE TRAIN
NONEPUBLICCHARITABLE$250633 THIRD AVENUE 9TH FLNEW YORKNY10017
WOUNDED WARRIORS
NONEPUBLICCHARITABLE$1004899 BELFORT ROAD STE 300JACKSONVILLEFL32256
GRANADA PRESBYTERIAN CHURCH
NONEPUBLICCHARITABLE$10,000950 UNIVERSITY DRCORAL GABLESFL33134
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,190TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$56ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBOB AND HEIDE OLIVERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19501 SW 61ST COURTAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33156ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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