HUDSON FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON FAMILY FOUNDATION INC (EIN 65-0753612)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-12-15
- IRS object ID
- 202143499349100424
- 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 Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-15T10:25:16-06:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591363792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEEFE MCCULLOUGH & CO LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 N FEDERAL HIGHWAY SUITE 410 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650753612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 9543565800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 SE 17TH STREET NO 107 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY J BODENWEBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9543565800 | PhoneNum |
| Signature | 2021-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH D LEO | PreparerPersonNm |
| PTIN | P00425026 | PTIN |
| Phone | 9547710896 | PhoneNum |
| Preparation | 2021-12-15 | PreparationDt |
| 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 | $9,193,566 | 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 | $10,947 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,947 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $217,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $217,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,210,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,725 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $330,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $330,349 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,634 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,270 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75,270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $187,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,604 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,635,432 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,635,432 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,822,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,604 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,635,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,492,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,745 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,619 | CashBOYAmt |
| Cash EOY | $170,681 | CashEOYAmt |
| Cash EOYFMV | $170,681 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $191,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,711,983 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,711,983 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $8,125 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $8,125 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $8,125 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $8,125 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,633,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,769,713 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,378,264 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,402,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,150,756 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,915,546 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,514 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,967 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,967 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,312,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,820,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,193,566 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,312,633 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,820,225 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,312,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,820,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,312,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,820,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,312,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,492,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,820,225 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,820,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ISHARES MSCI EAFE INDEX FUND | 2020-04-01 | $457,940 | $583,164 | -$125,224 | -$125,224 |
| ISHARES RUSSELL 1000 | 2020-04-03 | $229,513 | $289,154 | -$59,641 | -$59,641 |
| AQR LARGE CAP DEFENSIVE STYLE | 2020-04-07 | $250,517 | $296,442 | -$45,925 | -$45,925 |
| SPDR S&P 500 ETF TRUST | 2020-04-09 | $425,979 | $298,946 | $127,033 | $127,033 |
| AQR LARGE CAP DEFENSIVE STYLE | 2020-04-30 | $685,931 | $729,089 | -$43,158 | -$43,158 |
| ISHARES RUSSELL 1000 VALUE | 2019-06-24 | $218,606 | $219,736 | -$1,130 | -$1,130 |
| VANGUARD VALUE ETF | 2019-06-24 | $334,788 | $265,556 | $69,232 | $69,232 |
| FEDERATED ULTRA SHORT BD | 2020-03-03 | $497,433 | $514,619 | -$17,186 | -$17,186 |
| GOLDMAN SACHS ABS | 2020-03-03 | $338,388 | $363,022 | -$24,634 | -$24,634 |
| LITMAN GREGORY MASTERS | 2020-03-03 | $356,324 | $374,131 | -$17,807 | -$17,807 |
| SPDR S&P 500 ETF TRUST | 2020-03-04 | $293,170 | $251,616 | $41,554 | $41,554 |
| DODGE & COX INCOME FUND | 2020-03-13 | $109,333 | $116,552 | -$7,219 | -$7,219 |
| INVESCO OPPENHEIMER | 2020-03-31 | $362,010 | $452,960 | -$90,950 | -$90,950 |
| VIACOMSBS INC | 2020-02-05 | $83,898 | $126,530 | -$42,632 | -$42,632 |
| AT&T INC | 2020-01-10 | $19,657 | $21,249 | -$1,592 | -$1,592 |
| BOEING CO | 2020-01-10 | $99,452 | $123,463 | -$24,011 | -$24,011 |
| BOSTON SCIENTIFIC CORP | 2020-01-10 | $132,321 | $80,634 | $51,687 | $51,687 |
| GOLDMAN SACHS GROUP | 2020-01-10 | $95,835 | $109,904 | -$14,069 | -$14,069 |
| ISHARES RUSSELL 1000 VALUE | 2020-01-10 | $509,494 | $517,414 | -$7,920 | -$7,920 |
| PROCTER & GAMBLE CO | 2020-01-10 | $138,789 | $102,468 | $36,321 | $36,321 |
| BROWN ADVISORY SUSTAINABLE | 2020-01-15 | $280,371 | $271,447 | $8,924 | $8,924 |
| ISHARE RUSSELL 1000 VALUE | 2020-01-16 | $296,048 | $288,216 | $7,832 | $7,832 |
| ISHARES RUSSELL 100 GROWTH | 2020-01-16 | $321,746 | $298,738 | $23,008 | $23,008 |
| BRISTOL MYERS SQUIBB | 2019-11-07 | $103,548 | $90,951 | $12,597 | $12,597 |
| MONSTER BEVERAGE CORP | 2019-11-07 | $41,958 | $21,117 | $20,841 | $20,841 |
| PRUDENTIAL FINL INC | 2019-11-07 | $45,893 | $52,076 | -$6,183 | -$6,183 |
| SPDR S&P 500 ETF TRUST | 2019-11-07 | $254,663 | $232,258 | $22,405 | $22,405 |
| SPDR DJ INTL REST ESTATE ETF | 2019-11-07 | $242,626 | $263,834 | -$21,208 | -$21,208 |
| JPMORGAN STRATEGIC INCOME | 2019-11-08 | $272,863 | $293,290 | -$20,427 | -$20,427 |
| ALPHABET INC | 2019-10-04 | $116,128 | $71,087 | $45,041 | $45,041 |
| ALPHABET INC | 2019-10-04 | $118,565 | $113,733 | $4,832 | $4,832 |
| AMAZON | 2019-10-04 | $98,142 | $7,848 | $90,294 | $90,294 |
| 2019-10-04 | $61,802 | $14,132 | $47,670 | $47,670 | |
| LAM RESH CORP | 2019-10-04 | $126,835 | $122,744 | $4,091 | $4,091 |
| NETFLIX INC | 2019-10-04 | $90,589 | $110,071 | -$19,482 | -$19,482 |
| ISHARES MSCI EMERGING MKTS | 2019-09-03 | $282,905 | $320,329 | -$37,424 | -$37,424 |
| ISHARES RUSSELL MIDCAP INDEX | 2019-09-03 | $163,321 | $141,564 | $21,757 | $21,757 |
| SCHLUMBGER LTD | 2019-09-03 | $15,007 | $35,926 | -$20,919 | -$20,919 |
| SHERWIN WILLIAMS CO | 2019-09-03 | $38,030 | $18,691 | $19,339 | $19,339 |
| VANGUARD S&P 500 ETF | 2019-07-12 | $629,362 | $625,933 | $3,429 | $3,429 |
| VANGUARD S&P 500 ETF | 2019-08-09 | $292,372 | $303,284 | -$10,912 | -$10,912 |
| ISHARES BARCLAYS TIPS BOND FUND | 2019-08-23 | $137,150 | $139,282 | -$2,132 | -$2,132 |
| SPDR S&P 500 ETF TRUST | 2019-08-26 | $535,008 | $523,241 | $11,767 | $11,767 |
| ISHARES MSCI EMERGIN MKTS IND | 2019-05-15 | $201,498 | $228,754 | -$27,256 | -$27,256 |
| OPPENHEIMER DEVELOPING MARKETS | 2019-05-20 | $312,322 | $332,227 | -$19,905 | -$19,905 |
| ADOBE SYS INC | 2019-05-21 | $129,552 | $94,494 | $35,058 | $35,058 |
| AMAZON | 2019-05-21 | $144,394 | $85,620 | $58,774 | $58,774 |
| BOSTON SCIENTIFIC CORP | 2019-05-21 | $39,749 | $29,534 | $10,215 | $10,215 |
| ISHARES RUSSELL MIDCAP INDEX FUND | 2019-05-21 | $165,100 | $143,700 | $21,400 | $21,400 |
| LAM RESH CORP | 2019-05-21 | $30,104 | $33,536 | -$3,432 | -$3,432 |
| MICROSOFT CORP | 2019-05-21 | $39,252 | $28,624 | $10,628 | $10,628 |
| MICRON TECHNOLOGY INC | 2019-05-21 | $52,305 | $84,621 | -$32,316 | -$32,316 |
| ISHARES RUSSELL 1000 GROWTH | 2019-05-22 | $891,788 | $851,098 | $40,690 | $40,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,725 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,680,698 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,067,652 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.151857 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $482,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,248,173 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039377 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $450,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,855,269 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037975 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $560,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,070,483 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046421 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $507,255 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,725,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039861 | DistributionYr5Rt |
| Total Distribution | 0.315491 | TotalDistributionRt |
| Average Distribution | 0.063098 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,408,310 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $656,744 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,887 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $658,631 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,635,432 | 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 | $1,887 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,887 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,854 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,854 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,967 | OverpaymentAmt |
| Applied To ES Tax | $8,967 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | REVA FLETCHER | IndividualWithBooksNm |
| Phone | 9543565800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 SE 17TH STREET 107 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOLLY J BODENWEBER | ||||||||
| 1535 SE 17TH STREET SUITE 107 | FT LAUDERDALE | FL | 33316 | PRESIDENT/TREASURER | 25.00 | $50,000 | $0 | $0 |
| STEVEN W HUDSON | ||||||||
| 1535 SE 17TH STREET SUITE 107 | FT LAUDERDALE | FL | 33316 | VICE-PRESIDENT/ SECRETARY | 20.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,494,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,071,938 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,566,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,566,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,408,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $520,416 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $520,416 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,887 | TotalTaxAmt |
| Distributable Before Adj | $518,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $518,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $518,529 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,635,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,635,432 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,887 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,633,545 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $518,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,133,327 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,133,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,635,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $518,529 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,116,903 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,250,230 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,250,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,133,327 | ExcessFromYear1Amt |
| Excess From Current Year | $1,116,903 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARC BROWARD | |||||||
| 10250 NW 53RD STREET | SUNRISE | FL | 33351 | NONE | PC | GENERAL CONTRIBUTION | $20,000 |
| BROWARD COLLEGE FOUNDATION | |||||||
| 401 EAST LAS OOLAS | FORT LAUDERDALE | FL | 33301 | NONE | PC | GENERAL CONTRIBUTION | $500 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW 5TH AVE | FT LAUDERDALE | FL | 33312 | NONE | POF | GENERAL CONTRIBUTION | $50,000 |
| CHARITY GUILD OF FORT LAUDERDALE | |||||||
| PO BOX 39555 | FORT LAUDERDALE | FL | 33339 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| COMMUNITY FOUNDATION OF BROWARD | |||||||
| 910 E LAS OLAS BLVD 200 | FORT LAUDERDALE | FL | 33301 | NONE | PC | GENERAL CONTRIBUTION | $1,000,000 |
| HABITAT FOR HUMANITY | |||||||
| 3564 N OCEAN BLVD | FORT LAUDERDALE | FL | 33308 | NONE | PC | GENERAL CONTRIBUTION | $63,000 |
| HUMANE SOCIETY OF BROWARD | |||||||
| 2070 GRIFFIN ROAD | FT LAUDERDALE | FL | 33312 | NONE | PC | GENERAL CONTRIBUTION | $18,000 |
| JACK AND JILL CHILDRENS CENTER INC | |||||||
| 1315 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | NONE | PC | GENERAL CONTRIBUTION | $100,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | NONE | PC | GENERAL CONTRIBUTION | $25,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| ONE EAST LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | NONE | SCHOOL | GENERAL CONTRIBUTION | $160,000 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | NONE | PC | GENERAL CONTRIBUTION | $33,333 |
| YMCA OF SOUTH FLORIDA | |||||||
| 900 SE 3RD AVE 300 | FORT LAUDERDALE | FL | 33316 | NONE | PC | GENERAL CONTRIBUTION | $50,000 |
| YOUNG AT ART CHILDREN'S MUSEUM | |||||||
| 11584 STATE RD 84 | DAVIE | FL | 33325 | NONE | PC | GENERAL CONTRIBUTION | $52,000 |
| SISTRUNK INC | |||||||
| 100 N ANDREWS AVENUE | FORT LAUDERDALE | FL | 33311 | NONE | PC | GENERAL CONTRIBUTION | $600 |
| FRIENDS OF BIRCH STATE PARK | |||||||
| 3109 EAST SUNRISE BLVD | FORT LAUDERDALE | FL | 33301 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 3201 W COMMERCIAL BLVD 237 | FORT LAUDERDALE | FL | 33309 | NONE | PC | GENERAL CONTRIBUTION | $9,999 |
| LIFENET 4 FAMILIES | |||||||
| 5101 NW 21ST AVE 300 | FORT LAUDERDALE | FL | 33309 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| CHURCH BY THE SEA | |||||||
| 2700 MAYAN DRIVE | FORT LAUDERDALE | FL | 33316 | PC | GENERAL CONTRIBUTION | $10,000 | |
| CAROLINE'S PEACH | |||||||
| 496 LINCOLN AVE | HOLLAND | MI | 49423 | NONE | PC | GENERAL CONTRIBUTION | $1,000 |
| FISH AND WILDLIFE FOUNDATION OF FLORIDA | |||||||
| PO BOX 11010 | TALLAHASSEE | FL | 32302 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| FUNDING ARTS BROWARD | |||||||
| 1350 FL-838120 | FORT LAUDERDALE | FL | 33304 | NONE | PC | GENERAL CONTRIBUTION | $2,000 |
| FORT LAUDERDALE HISTORICAL SOCIETY | |||||||
| 219 SW 2ND AVE | FORT LAUDERDALE | FL | 33301 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,635,432 | 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 | $10,947 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $217,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,725 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $330,349 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,349 | 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 | CategoryTxt |
| Amt | $7,900 | Amt |
| Net Investment Income | $3,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,769,713 | EOYBookValueAmt |
| EOYFMV | $3,378,264 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | AT COST | $2,137,654 | $2,089,292 |
| REAL ESTATE INVESTMENTS | AT COST | $536,706 | $385,733 |
| ALTERNATIVE STRATEGY | AT COST | $476,396 | $440,521 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $8,514 | BOYBookValueAmt |
| EOY Book Value | $8,967 | EOYBookValueAmt |
| EOYFMV | $8,967 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $75,270 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $75,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,268 | $3,634 | $0 |
| EXCISE TAX | $1,887 | $0 | $0 |
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