BETA

ANDRE FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANDRE FAMILY FOUNDATION INC (EIN 20-3966428)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-07-31
IRS object ID
202512129349100501
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-07-31T07:40:43-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN994625061PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRI ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17506 LYNX WAY SUITE 201AddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32940ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203966428EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANDRE FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone3217201333PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13800 N RIVERSIDE DRAddressLine1Txt
CityINDIALANTICCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32903ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEANNE M ANDREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3217201333PhoneNum
Signature2025-07-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S CEROW CPAPreparerPersonNm
PTINP00059837PTIN
Phone3212550088PhoneNum
Preparation2025-07-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,011,869FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$34,657DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,657DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,859NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$163,458GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,859CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$78,516TotalRevAndExpnssAmt
Total Net Invst Incm$77,516TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,762OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,677OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$85OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,762TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,677TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$85TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$155,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$155,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$157,762TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,677TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$155,085TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$79,246ExcessRevenueOverExpensesAmt
Net Investment Income$74,839NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,277SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$47,801SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$47,801SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,045,602OtherInvestmentsBOYAmt
Other Investments EOY$964,068OtherInvestmentsEOYAmt
Other Investments EOYFMV$964,068OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,062,879TotalAssetsBOYAmt
Total Assets EOY$1,011,869TotalAssetsEOYAmt
Total Assets EOYFMV$1,011,869TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,062,879NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,011,869NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,062,879TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,011,869TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,062,879TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,011,869TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,062,879TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$79,246ExcessRevenueOverExpensesAmt
Other Increases$28,236OtherIncreasesAmt
Subtotal$1,011,869SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,011,869TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Sold2025-01-04SoldDt
Gross Sales Price$163,458GrossSalesPriceAmt
Cost Or Other Basis$120,599CostOrOtherBasisAmt
Gain Or Loss$42,859GainOrLossAmt
Gains Minus Excess Or Losses$42,859GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$42,859CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,040InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,040SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,040TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,007EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,007TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$33TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
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 Line1JEANNE M ANDREBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3217201333PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13800 N RIVERSIDE DRAddressLine1Txt
CityINDIALANTICCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32903ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEANNE M ANDRE
3800 N RIVERSIDE DRINDIALANTICFL32903PRESIDENT1.50$0$0$0
EDWARD A ANDRE
3800 N RIVERSIDE DRINDIALANTICFL32903VICE-PRESIDENT1.50$0$0$0
JESSICA L ANDRE
3800 N RIVERSIDE DRINDIALANTICFL32903DIRECTOR1.50$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$989,316AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,520AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,038,836TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,038,836AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,583CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,023,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,163MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,163MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,040TaxBasedOnInvestmentIncomeAmt
Total Tax$1,040TotalTaxAmt
Distributable Before Adj$50,123DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,123DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,123DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$155,085ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$155,085QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,123DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$78,804ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$117,052ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$72,471ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$60,265ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$131,575ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$460,167TotalExcessDistributionCyovAmt
Qualifying Distributions$155,085QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,123AppliedToCurrentYearAmt
Remaining Distri From Corpus$104,962RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$565,129TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$78,804ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$486,325ExcessDistriCyovToNextYrAmt
Excess From Year4$117,052ExcessFromYear4Amt
Excess From Year3$72,471ExcessFromYear3Amt
Excess From Year2$60,265ExcessFromYear2Amt
Excess From Year1$131,575ExcessFromYear1Amt
Excess From Current Year$104,962ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEANNE M ANDRERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13800 N RIVERSIDE DRAddressLine1Txt
CityINDIALANTICCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32903ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3217201333RecipientPhoneNum
Form And Info And MaterialsCOMPLETION OF THE ANDRE FAMILY FOUNDATION STRUCTURED GRANT APPLICATION FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesONGOINGSubmissionDeadlinesTxt
Restrictions On AwardsSEC 501(C)(3) ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FAMILY ASSOCIATION (AFA)
PO DRAWER 2440TUPELOMS38803N/APUBLIC CHARITYCHARITABLE$3,000
ATHLETICS UNITED
PO BOX 4425LOGANUT84323N/APUBLIC CHARITYCHARITABLE$2,000
AVET PROJECT INC
PO BOX 254555PATRICK SPACE FORCE BAFL32925N/APUBLIC CHARITYCHARITABLE$1,000
BEYOND THE REEF FOUNDATION INC
PO BOX 219NICEVILLEFL325880219N/APUBLIC CHARITYCHARITABLE$3,000
CARE
151 ELLIS STREET NEATLANTAGA30303N/APUBLIC CHARITYCHARITABLE$5,000
CENTER FOR CHRISTIAN COUNSELING
PO BOX 2630DALLASGA30132N/APUBLIC CHARITYCHARITABLE$2,000
COASTAL COMMUNITY SCHOOL
638 SOUTH PATRICK DRIVESATELLITE BEACHFL32937N/APUBLIC CHARITYCHARITABLE$2,000
DR PHILLIPS CENTER FOR PERFORMING ARTS
445 S MAGNOLIA AVEORLANDOFL32801N/APUBLIC CHARITYCHARITABLE$10,000
EASTMINSTER GLOBAL MISSIONS
PO BOX 33473INDIALANTICFL32903N/APUBLIC CHARITYCHARITABLE$3,000
FELLOWSHIP OF CHRISTIAN ATHLETES - BREVARD
PO BOX 120051WEST MELBOURNEFL329120051N/APUBLIC CHARITYCHARITABLE$10,500
FELLOWSHIP OF CHRISTIAN ATHLETES AUBURN UNIVERSITY
317 S COLLEGE STREETAUBURNAL36849N/APUBLIC CHARITYCHARITABLE$10,000
FELLOWSHIP OF CHRISTIAN ATHLETES UNIVERSITY OF MIAMI
5821 SAN AMARO DRCORAL GABLESFL33146N/APUBLIC CHARITYCHARITABLE$1,000
FOR OTHERS
321 CUMMINS STFRANKLINTN37064N/APUBLIC CHARITYCHARITABLE$5,000
GENESIS HOUSE
2102 HELEN STREETMELBOURNEFL32901N/APUBLIC CHARITYCHARITABLE$5,000
HEALTH FIRST FOUNDATION
6450 US HWY 1ROCKLEDGEFL32955N/APUBLIC CHARITYCHARITABLE$5,000
HEART FOR ORPHANS
PO BOX 6295WILLIAMSBURGVA23188N/APUBLIC CHARITYCHARITABLE$2,000
INTERNATIONAL COOPERATING MINISTRIES
1901 N ARMISTEAD AVENUEHAMPTONVA23666N/APUBLIC CHARITYCHARITABLE$10,000
KEY OF HOPE
PO BOX 210567AUBURN HILLSMI48321N/APUBLIC CHARITYCHARITABLE$3,000
LOVE INC
PO BOX 127JENISONMI49429N/APUBLIC CHARITYCHARITABLE$5,000
LUIS PALAU ASSOCIATION
PO BOX 50PORTLANDOR97207N/APUBLIC CHARITYCHARITABLE$20,000
NAVY SEAL FOUNDATION
1619 D STREETVIRGINIA BEACHVA23459N/APUBLIC CHARITYCHARITABLE$1,000
SHEPHERD CENTER FOUNDATION INC
2020 PEACHTREE RD NWALTANTAGA303091426N/APUBLIC CHARITYCHARITABLE$5,000
SWEETWATER MINISTRY
11132 SW 3RD STMIAMIFL33174N/APUBLIC CHARITYCHARITABLE$5,000
THE ASTRONAUT MEMORIAL FOUNDATION
405 NASA PKWY WMERRITT ISLANDFL32953N/APUBLIC CHARITYCHARITABLE$2,500
THE CRU FOUNDATION
100 LAKE HART DRIVE 3600ORLANDOFL32832N/APUBLIC CHARITYCHARITABLE$21,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002N/APUBLIC CHARITYCHARITABLE$5,000
THE MASTER'S WORKSHOP
2525 LIPSCOMB STREETMELBOURNEFL32901N/APUBLIC CHARITYCHARITABLE$3,000
TOUCH OF GREY RESCUE INC
1659 PGA BOULEVARDMELBOURNEFL32935N/APUBLIC CHARITYCHARITABLE$2,500
WAYS 4 LIFE
1401 GUAVA AVE 2ND FLOORMELBOURNEFL32935N/APUBLIC CHARITYCHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$155,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,657ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,859ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$77,516ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,516TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DFA FIVE-YEAR GLOBAL FIX ED-INCOME IFMV$59,731$59,731
DFA ONE-YEAR FIXED-INCOM E IFMV$109,377$109,377
DFA SHORT-TERM GOVERNMEN T IFMV$68,713$68,713
DFA TWO-YEAR GLOBAL FIXE D-INCOME IFMV$118,135$118,135
DFA EMERGING MARKETS IFMV$34,851$34,851
DFA EMERGING MARKETS VAL UE IFMV$30,726$30,726
DFA GLOBAL REAL ESTATE S ECURITIES PORTFMV$31,452$31,452
DFA INTERNATIONAL SMALL CAP VALUE IFMV$59,550$59,550
DFA INTERNATIONAL SMALL COMPANY IFMV$33,147$33,147
DFA INTERNATIONAL VALUE IFMV$59,096$59,096
DFA US LARGE CAP VALUE IFMV$99,296$99,296
DFA US LARGE COMPANY IFMV$108,309$108,309
DFA US TARGETED VALUE IFMV$116,182$116,182
VANGUARD TOTAL BOND MARK ET IDX INSTLPLSFMV$10,345$10,345
DIMENSIONAL US HIGH PROFTBLTY ETFFMV$20,909$20,909
AVANTIS EMERGING MARKETSFMV$4,249$4,249

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$150$150$0
BUSINESS LICENSES$61$0$61
MANAGEMENT FEES$2,527$2,527$0
OFFICE EXPENSES$24$0$24

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS)Desc
Amt$28,236Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEDWARD JEANNE ANDREPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13800 N RIVERSIDE DRIVEAddressLine1Txt
CityINDIALANTICCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32903ZIPCd

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