H I FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
H I FOUNDATION INC (EIN 65-0848161)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-15
IRS object ID
202121669349100732
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-15T14:44:16-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17351 OFFICE PARK PLACEAddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP329408229ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650848161EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HI FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHIFOBusinessNameControlTxt
Phone9545667559PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12848 EAST OAKLAND PARK BOULEVARDAddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD S INGHAM JRPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9545667559PhoneNum
Signature2021-06-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastINGHAM JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIANA KREULPreparerPersonNm
PTINP01204534PTIN
Phone3217516200PhoneNum
Preparation2021-06-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$16,744,443FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$192InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$192InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$275,264DividendsRevAndExpnssAmt
Dividends Net Invst Incm$275,264DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$515,443NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,948,538GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$515,443CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$27,249OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$818,148TotalRevAndExpnssAmt
Total Net Invst Incm$790,899TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,225AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,225AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$52,258OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$52,258OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,986TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,986TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$61OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,755TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,255TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$726,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$726,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$790,255TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$728,755TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,893ExcessRevenueOverExpensesAmt
Net Investment Income$729,399NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,257CashBOYAmt
Cash EOY$6,076CashEOYAmt
Cash EOYFMV$6,076CashEOYFMVAmt
Sav And Temp Cash Invst BOY$382,609SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$298,650SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$298,650SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$11,185,126CorporateStockBOYAmt
Corporate Stock EOY$11,332,283CorporateStockEOYAmt
Corporate Stock EOYFMV$16,439,717CorporateStockEOYFMVAmt
Total Assets BOY$11,598,992TotalAssetsBOYAmt
Total Assets EOY$11,637,009TotalAssetsEOYAmt
Total Assets EOYFMV$16,744,443TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,598,992RetainedEarningBOYAmt
Retained Earning EOY$11,637,009RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,598,992TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,637,009TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,598,992TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,637,009TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,598,992TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,893ExcessRevenueOverExpensesAmt
Other Increases$10,124OtherIncreasesAmt
Subtotal$11,637,009SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,637,009TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - STP$734,935$697,464$37,471$37,471
PUBLICLY TRADED SECURITIES - LTP$3,079,919$2,735,631$344,288$344,288
CAPITAL GAINS DIVIDENDSP$133,684$133,684$133,684
FieldValueIRS element (for citing)
Capital Gain Net Income$515,443CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,139InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,139SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,139TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,461OverpaymentAmt
Applied To ES Tax$6,461AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1H I FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9545667559PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12848 E OAKLAND PARK BLVDAddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33306ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD S INGHAM JR
2848 E OAKLAND PARK BLVDFORT LAUDERDALEFL33306DIRECTOR1.00$0$0$0
TIMOTHY C INGHAM
2848 E OAKLAND PARK BLVDFORT LAUDERDALEFL33306DIRECTOR1.00$0$0$0
ANNELLE I CARNEY
2848 E OAKLAND PARK BLVDFORT LAUDERDALEFL33306DIRECTOR1.00$0$0$0
HILARY I HICKMAN
2848 E OAKLAND PARK BLVDFORT LAUDERDALEFL33306DIRECTOR1.00$0$0$0
SHARON I HORAL
2848 E OAKLAND PARK BLVDFORT LAUDERDALEFL33306DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,267,160AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$356,155AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,623,315TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,623,315AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$219,350CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,403,965NetVlNoncharitableAssetsAmt
Minimum Investment Return$720,198MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$720,198MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,139TaxBasedOnInvestmentIncomeAmt
Total Tax$10,139TotalTaxAmt
Distributable Before Adj$710,059DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$710,059DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$710,059DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$728,755ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$728,755QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$728,755AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$710,059DistributableAsAdjustedAmt
Undistributed Income PY$674,919UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$728,755QualifyingDistributionsAmt
Applied To Year1$674,919AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,836AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$656,223UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMS LUCIE SMITHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12848 E OAKLAND PARK BLVDAddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33306ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9545667559RecipientPhoneNum
Form And Info And MaterialsLETTER OF REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CANCER SOCIETY
PO BOX 13600TAMPAFL33681NONEPCFOR CANCER RESEARCH, EDUCATION, ADVOCACY, AND SERVICE$25,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPCTO BUILD HEALTHER LIVES FREE OF CARDIOVASCULAR DISEASES AND STROKE$15,000
AMERICAN RED CROSS SOUTH FLORIDABROWARD COUNTY
6710 W SUNRISE BOULEVARDPLANTATIONFL33313NONEPCTO PROVIDE DISASTER RELIEF AT HOME AND ABROAD, CPR CERTIFICATION AND FIRST AID COURSES, AND EMERGENCY PREPAREDNESS$30,000
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONEPCTO PROVIDE DISASTER RELIEF AT HOME AND ABROAD, CPR CERTIFICATION AND FIRST AID COURSES, AND EMERGENCY PREPAREDNESS$1,000
AMERICAN RED CROSS-PALM BEACH COUNTY RELIEF
825 FERN STREETWEST PALM BEACHFL33401NONEPCTO PROVIDE DISASTER RELIEF AT HOME AND ABOARD, CPR CERTIFICATION AND FIRST AID COURSES, AND EMERGENCY PREPAREDNESS$3,000
AUTISM RESEARCH INSTITUTE
4182 ADAMS AVENUESAN DIEGOCA92116NONEPCTO HELP INDIVIDUALS WITH AUTISM SPECTRUM DISORDERS AND TO ADVANCE AUTISM RESEARCH$5,000
BLANK PARK ZOO FOUNDATION
7401 SW 9TH STREETDES MOINESIA50315NONEPCTO ENHANCE QUALITY OF LIFE IN IOWA AS AN AFFORDABLE DESTINATION AND AS A CENTER FOR EDUCATION AND ENDANGERED SPECIES CONSERVATION.$10,000
BOCA HELPING HANDS
138 NW 16TH STREETBOCA RATONFL33432NONEPCTO PROVIDE FOOD AND EMERGENCY ASSISTANCE TO MEET BASIC HUMAN NEEDS AND LONG TERM SOLUTIONS TO BREAK THE CYCLE OF DEPENDENCE$500
BONNET HOUSE
900 N BIRCH ROADFORT LAUDERDALEFL33304NONEPCTO PROVIDE SUPPORT TO THE HISTORICAL MUSEUM FOR PRESERVATIONS AND THE MAINTENANCE AND OPERATIONS$10,000
BREVARD MUSIC CENTER INCORPORATED
PO BOX 312BREVARDNC28712NONEPCTO PROVIDE SUPPORT TO YOUNG MUSICIANS TO PREPARE AND PERFORM GREAT MUSICAL WORKS AT A HIGH ARTISTIC LEVEL.$4,000
BRIGHTFOCUS FOUNDATION - MACULAR DEGENERATION RESEARCH
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871NONEPCTO SUPPORT SCIENTIFIC RESEARCH FOR THE PREVENTION, TREATMENT, AND CURE OF MACULAR DENEGERATION$10,000
BROWARD PARTNERSHIP FOR THE HOMELESS
920 NW 7TH AVENUEFORT LAUDERDALEFL33311NONEPCTO PROVIDE SUPPORT FOR THE HOMELESS PEOPLE EXPERIENCING HOMELESSNESS WITH A TEMPORARY PLACE TO STAY$10,000
BROWARD PERFORMING ARTS FOUNDATION
201 SW FIFTH AVENUEFORT LAUDERDALEFL33312NONEPCTO PROVIDE SUPPORT TO THE BROWARD CENTER FOR PERFORMING ARTS$35,000
BROWARD PUBLIC LIBRARY FOUNDATION
100 S ANDREWS AVEFORT LAUDERDALEFL33301NONEPCTO PROVIDE EDUCATIONAL RESOURCES$25,000
CHILDREN'S HOME SOCIETY OF FLORIDA
482 SOUTH KELLER ROADORLANDOFL32810NONEPCTO PROTECT AND HEAL CHILDREN WITHIN THE COMMUNITIES OF FLORIDA$5,000
CONNESTEE FALLS RESCUE
400 E FORK ROADBREVARDNC28712NONEGOVTO PROVIDE SUPPORT TO PROTECT AND SERVE ITS SERVICE AREA THROUGH DEDICATION, TRAINING, AND THE USE OF THE BEST EQUIPMENT AVAILABLE.$500
COVENANT HOUSE FLORIDA
733 BREAKERS AVENUEFORT LAUDERDALEFL33304NONEPCTO PROVIDE SHELTER TO THE HOMELESS YOUTH ACROSS AMERICA$10,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEPCTO PROVIDE HEALTH CARE AND MEDICAL TRAINING TO MULTIPLE COUNTRIES$15,000
EAGLE RANCH FOUNDATION INC
PO BOX 7200CHESTNUT MOUNTAINGA30502NONEPCTO PROVIDE A CHRIST-CENTERED CHILDREN'S HOME FOR BOYS AND GIRLS IN CRISIS$3,500
FEEDING AMERICA
161 NORTH CLARK STREET SUITE 700CHICAGOIL60601NONEPCTO HELP PROVIDE SUPPORT FOR PROGRAMS THAT IMPROVE FOOD SECURITY AMONG THE PEOPLE WE SERVE; EDUCATES THE PUBLIC ABOUT THE PROBLEM OF HUNGER; AND ADVOCATES FOR LEGISLATION THAT PROTECTS PEOPLE FROM GOING HUNGRY.$16,000
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACEPEMBROKE PARKFL33023NONEPCTO HELP END HUNGER IN SOUTH FLORIDA BY PROVIDING IMMEDIATE ACCESS TO NUTRITIOUS FOOD AND LEADING HUNGER AND POVERTY ADVOCACY EFFORTS.$16,000
FLAMINGO GARDENS
3750 S FLAMINGO RDDAVIEFL33330NONEPCTO PROVIDE SUPPORT TO DEPICT, PRESERVE, AND EDUCATE THE PUBLIC ABOUT THE NATURAL AND CULTURAL HERITAGE OF SOUTH FLORIDA AND THE EVERGLADES IN OUR BOTANICAL GARDENS AND WILDLIFE SANCTUARY$5,000
FLORENCE FULLER CHILD DEVELOPMENT
200 NE 14TH STREETBOCA RATONFL33432NONEPCTO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING CHILDREN A PATHWAY OUT OF POVERTY$5,000
FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC
777 GLADES ROADBOCA RATONFL33431NONEPCTO PREPARE STUDENTS FOR CAREERS IN BANKING, GOVERNMENT, DATA ANALYSIS, TEACHING AND ADVANCED GRADUATE OR DOCTORAL WORK$5,000
FRIENDS OF BIRCH STATE PARK
3020 NE 32ND AVEFORT LAUDERDALEFL33308NONEPCTO HELP PRESERVE, CONSERVE, ENHANCE AND PROMOTE HUGH TAYLOR BIRCH STATE PARK THROUGH COMMUNITY SUPPORT$15,000
FUNDING ARTS BROWARD
1350 E SUNRISE BLVD STE 120FORT LAUDERDALEFL33304NONEPCTO PRESERVE AND CULTIVATE THE ARTS IN BROWARD COUNTY$20,000
GILDA'S CLUB SOUTH FLORIDA
119 ROSE DRIVEFORT LAUDERDALEFL33316NONEPCTO CREATE WELCOMING COMMUNITIES OF FREE SUPPORT FOR EVERYONE LIVING WITH CANCER$5,000
GOLD COAST JAZZ SOCIETY
1350 E SUNRISE BOULEVARDFORT LAUDERDALEFL33304NONEPCTO PRESERVE JAZZ MUSIC WITH AN ANNUAL CONCERT SEASON IN FORT LAUDERDALE, FL AND VARIOUS EVENTS TO CELEBRATE JAZZ$25,000
HEIFER INTERNATIONAL
ONE WORLD AVENUELITTLE ROCKAR72202NONEPCTO HELP TO END WORLD HUNGER$1,000
HENDERSON BEHAVIORAL HEALTH INC
4740 NORTH STATE ROAD 7 STE 201LAUD LAKESFL33319NONEPCTO PROVIDE HELP TO ALL PEOPLE ACROSS SOUTH FLORIDA INCLUDED SUPPORTIVE HOUSING, PERMANENT HOUSING FOR THOSE WITH CO-OCCURRING SUBSTANCE ABUSE AND MENTAL HEALTH, AND EMERGENCY HOMELESS SHELTER$5,000
HOLLYWOOD ART AND CULTURE CENTER INC
1650 HARRISON STREETHOLLYWOODFL33020NONEPCTO FOSTER A CREATIVE ENVIRONMENT WHERE NEW AND CHALLENGING WORK CAN FLOURISH$15,000
HOLY CROSS HOSPITAL
4725 N FEDERAL HIGHWAYFORT LAUDERDALEFL33308NONEPCTO PROVIDE EXCELLENT MEDICAL CARE AND HIGH PERSONALIZED CARE$25,000
HOPE SOUTH FLORIDA
5110 N FEDERAL HIGHWAY 102FORT LAUDERDALEFL33308NONEPCTO PARTNER WITH CHRISTIAN COMMUNITY AND CHURCHES TO PROVIDE HOUSING, MENTORING, AND ONE-STOP SERVICE CENTERS FOR BROKEN FAMILIES$5,000
JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION
3329 JOHNSON STHOLLYWOODFL33021NONEPCTO PROVIDE A COMPREHENSIVE SCOPE OF HEALTHCARE SERVICES TO CHILDREN$5,000
KIDS IN DISTRESS INC
819 NE 26TH STREETWILTON MANORFL33305NONEPCTO PREVENT CHILD ABUSE, PRESERVE THE FAMILY, AND TREAT CHILDREN WHO HAVE BEEN ABUSED AND NEGLECTED$10,000
MARYMOUNT UNIVERSITY
2807 N GLEBE ROADARLINGTONVA22207NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
MEALS ON WHEELS OF BREVARD INC
PO BOX 485BREVARDNC28712NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$2,000
METROPOLITAN ART COUNCIL
16 AUGUSTA STREETGREENVILLESC29604NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$500
MOFFITT CANCER CENTER FOUNDATION
12902 MAGNOLIA DRIVETAMPAFL33612NONEPCTO PREVENT AND CURE CANCER, CARE FOR PATIENTS, AND PROVIDE EDUCATION AND CONDUCT CANCER RESEARCH$25,000
MUSEUM OF DISCOVERY AND SCIENCE
401 SW 2ND STREETFORT LAUDERDALEFL33312NONEPCTO PROVIDE EXPERIENTIAL PATHWAYS TO LIFELONG LEARNING IN SCIENCE FOR CHILDREN AND ADULTS$10,000
MUSIC FOR AMERICA
2362 SE 14TH STREETPOMPANO BEACHFL33062NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
MUSICIANS UNITED TO SERVE THE YOUTH OF CHARLOTTESVILLE
105 RIDGE STREETCHARLOTTESVILLEVA22902NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000
PINE CREST PREPATORY SCHOOL INC
1501 NE 62ND STREETFORT LAUDERDALEFL33334NONEPCTO OFFER A CHALLENGING ACADEMIC EXPERIENCE COMPLEMENTED BY EXCELLENCE IN THE ARTS AND ATHLETICS$50,000
PISGAH HEALTH FOUNDATION - TRANSYLVANIA COUNTY
PO BOX 2440BREVARDNC28712NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$2,000
PLANNED PARENTHOOD
585 NW 161ST STREET 2ND FLOORMIAMIFL33169NONEPCTO PROVIDE COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES$15,000
PRISON BOOK PROJECT
3880 S WASHINGTON AVE SUITE 154TITUSVILLEFL32959NONEPCPURCHASE BOOKS TO SEND TO PRISONS WITH ONE VISION IN MIND TO TOUCH LIVES BEHIND BARS$1,000
RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND NORTHWEST INDIANA
1301 WEST 22ND STREET SUITE 905OAKBROOKIL60523NONEPCTO CREATE, FIND, AND SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN$5,000
SAFE INC
PO BOX 2013BREVARDNC28712NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$2,000
SALVATION ARMY OF BREVARD
93 BROAD STREET ABREVARDNC28712NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$500
SALVATION ARMY OF TRANSYLVANIA
PO BOX 1088HENDERSONNC28793NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$500
SANTA FE COLLEGE FOUNDATION
3000 NW 83RD STREET BUILDING F ROOMGAINESVILLEFL32606NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$5,000207
SEAFARERS' HOUSE PORT EVERGLADES
2550 EISENHOWER BLVD SUITE 207PORT EVERGLADESFL33316NONEPCTO OFFER REFUGE, RESOURCES, RENEWAL AND RESPECT TO THE MARITIME COMMUNITY THROUGH MULTI-FAITH SERVICE$5,000
SHERIDAN HOUSE FAMILY MINISTRIES
1700 S FLAMINGO ROADDAVIEFL33325NONEPCTO HONOR CHRIST BY SERVING THE NEEDS OF CHILDREN AND FAMILIES$10,000
SHRINER'S HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DRTAMPAFL33607NONEPCTO PROVIDE SPECIALIZED CARE TO CHILDREN WITH ORTHOPAEDIC CONDITIONS$6,000
SOS CHILDREN'S VILLAGES - FLORIDA
3681 NW 59TH PLACECOCONUT CREEKFL33073NONEPCTO PROVIDE FOSTER CARE SERVICES TO MORE THAN 70 FOSTER CHILDREN$10,000
SOUTH FLORIDA MUSEUM
201 10TH ST WBRADENTONFL34205NONEPCTO PROVIDE SUPPORT TO ENGAGE AND INSPIRE LEARNERS OF ALL AGES.$500
SOUTHEASTERN GUIDE DOGS
4210 77TH STREET EASTPALMETTOFL34221NONEPCTO CREATE AND NURTURE A PARTNERSHIP BETWEEN A VISUALLY IMPARED INDIVIDUAL AND A GUIDE DOG$1,500
SPANISH RIVER COMMUNITY HIGH SCHOOL
5100 JOG ROADBOCA RATONFL33496NONEPCTO PROVIDE SECONDARY EDUCATION TO THOSE IN THE BOCA RATON AND DELRAY BEACH COMMUNITIES$2,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
PO BOX 50MEMPHISTN38101NONEPCTO FIND CURES AND SAVE CHILDREN WITH PEDIATRIC CANCER AND OTHER DISEASES$27,000
STETSON UNIVERSITY
421 NORTH WOODLAND BLVDDELANDFL32723NONEPCTO PROVIDE POST-SECONDARY EDUCATION$3,500
TAYLORS CLOSET FOUNDATION INC
1227 NE 8TH AVEFORT LAUDERDALEFL33304NONEPCTO CREATE A COMMUNITY IN WHICH GRILS IN NEED WILL BE EMPOWERED TO BREAK THE CYCLE OF ABUSE AND NEGLET$10,000
TERRACE HILL PARTNERSHIP
2300 GRAND AVENUEDES MOINESIA50312NONEPCTO PRESERVE AND ENHANCE THE PROPERTY AND PROGRAMS OF TERRACE HILL$5,000
THE BOYS AND GIRLS CLUBS OF BROWARD COUNTY
877 NW 61ST STREETFORT LAUDERDALEFL33309NONEPCTO GIVE LOCAL BOYS AND GIRLS A POSITIVE ALTERNATIVE TO THE STREETS$10,000
THE BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY
800 NORTHPOINT PARKWAY STE 204WEST PALM BEACHFL33407NONEPCTO GIVE LOCAL BOYS AND GIRLS A POSITIVE ALTERNATIVE TO THE STREETS$1,000
THE DANIEL J HORAL FAMILY FOUNDATION
10835 CARTIER DRIVEBRIGHTONMI48114NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$1,000
THE FRONT PORCH CVILLE
221 WATER STREET EASTCHARLOTTESVILLEVA22902NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$10,000
THE SALVATION ARMY
1445 W BROWARD BOULEVARDFORT LAUDERDALEFL33312NONEPCTO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME$20,000
TRANSYLVANIA COUNTY RESCUE SQUAD BREVARD UNIT INC
233 FISHER ROADBREVARDNC28712NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$1,500
UNITED WAY OF BROWARD
1300 SOUTH ANDREWS AVENUEFORT LAUDERDALEFL33316NONEPCTO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFCANT LASTING CHANGE IN THE COMMUNTITY$20,000
UNITED WAY OF TRANSYLVANIA COUNTY
PO BOX 53BREVARDNC28712NONEPCTO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFCANT LASTING CHANGE IN THE COMMUNTITY$1,000
UNIVERSITY OF NORTH CAROLINA
PO BOX 309CHAPEL HILLNC27514NONEPCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$2,500
USO
2111 WILSON BOULEVARD SUITE 1200ARLINGTONVA22201NONEPCTO HELP PROVIDE A HOME AWAY FROM HOME FROM OUR TROOPS$5,000
WEDGEWOOD CHRISTIAN SERVICES
3300 36TH ST SEGRAND RAPIDSMI495180007NONEPCTO PROVIDE PROFESSIONAL COUNSELING TO CHILDREN, YOUTH AND FAMILIES WITH THE PROBLEMS THEY ARE FACING$5,000
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC20090NONEPCTO PROVIDE SUPPORT TO ENCOURAGE THE GROWTH, DEVELOPMENT AND DISTRIBUTION OF FREE, MULTILINGUAL CONTENT, AND TO PROVIDING THE FULL CONTENT OF THESE WIKI-BASED PROJECTS TO THE PUBLIC FREE OF CHARGE.$10,000
WOMEN IN DISTRESS
PO BOX 676FORT LAUDERDALEFL33302NONEPCTO STOP DOMESTIC VIOLENCE FOR EVERYONE THROUGH INTERVENTION, EDUCATION, AND ADVOCACY$25,000
WORLD VISION
34834 WEYERHAEUSER WAY SFEDERAL WAYWA98001NONEPCTO WORK WITH CHILDREN AND FAMILIES WORLDWIDE TO REACH THEIR FULL POTENTIAL BY TACKLING POVERTY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$726,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$192ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$275,264ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$27,249ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$515,443ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$818,148ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$818,148TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,450Amt
Net Investment Income$2,225NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,225DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ING GROEP N.V.-SPONSORED ADR$768$266,963
CONSUMER STAPLES SPDR$217,332$239,987
CONSUMER DISCRETIONARY SELT$146,589$176,858
CULLEN HIGH DIVIDEND$283,094$330,771
FIDELITY 500 INDEX$2,500,000$3,397,828
FINANCIAL SELECT SECTOR SPDR$483,079$501,160
HEALTH CARE SELECT$375,775$450,357
INDUSTRIAL SELECT$409,067$538,384
INVESCO S&P 500 EQUAL WEIGHT$382,162$382,620
JPM GROWTH ADVATAG$239,350$859,916
NEUBERGER$79,753$137,028
SPDR S&P 500 ETF TRUST$2,413,276$4,577,413
VANGUARD INFO TECH ETF$261,773$389,169
VANGUARD COMMUNICATION SERVICES ETF$287,506$360,600
ISHARES CORE S&P MIDCAP ETF$110,750$252,813
ARTISAN INTL VAL$159,789$230,027
FIDELITY INTL INDX$838,790$887,829
JPMORGAN BETABUILDERS CANADA$462,546$536,600
JPMORGAN BETABUILDERS EUROPE ETF$539,470$613,820
JPMORGAN BETABUILDERS JAPAN ETF$539,235$644,000
JPM BTABLDRS DEV ASIA X-JPN$144,997$167,772
ISHARES MSCI EMERGING MARKETS MIN$457,182$497,802

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEEDesc
Revenue And Expenses Per Books$61RevenueAndExpensesPerBooksAmt
Net Investment Income$31NetInvestmentIncomeAmt
Disbursements Charitable Prps$30DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
IRS REFUND OVERPAID 2019 EXCISE TAXES$26,749$0$26,749
RETURNED 2019 DONATION CHECK$500$0$500

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$10,124Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$52,258Amt
Net Investment Income$52,258NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$6,986Amt
Net Investment Income$6,986NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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