KATE OBSTGARTEN PRIVATE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KATE OBSTGARTEN PRIVATE FOUNDATION (EIN 20-1567943)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-01-07
- IRS object ID
- 202000079349100800
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-07T12:37:59-06:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341939938 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE & ASSOCIATES INC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4615 WEST STREETSBORO ROAD SUITE | AddressLine1Txt |
| Address Line2 | 203 | AddressLine2Txt |
| City | RICHFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201567943 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBIN OBSTGARTEN PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUBI | BusinessNameControlTxt |
| Phone | 5613676085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SE MIZNER BLVD NO B107 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE RUBIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3306590330 | PhoneNum |
| Signature | 2020-01-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK F TATECPAMBAPFS | PreparerPersonNm |
| PTIN | P00196842 | PTIN |
| Phone | 3306590330 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,952,877 | 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 |
| Dividends Rev And Expnss | $103,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,482 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,638 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,638 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,296 | CashBOYAmt |
| Cash EOY | $37,787 | CashEOYAmt |
| Cash EOYFMV | $37,787 | CashEOYFMVAmt |
| US Government Obligations BOY | $100,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $108,970 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,266,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,209,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,235,047 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $510,748 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $496,456 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $571,073 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,899,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,844,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,952,877 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,899,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,844,126 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,899,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,844,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,899,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,844,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,899,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,844,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,844,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PIMCO ALL ASSET FD CL A | P | 2005-01-12 | 2019-03-25 | $24,699 | $27,019 | -$2,320 | -$2,320 |
| AMER CAP INC BLDR CL F1 | P | 2004-09-09 | 2019-03-25 | $22,943 | $18,782 | $4,161 | $4,161 |
| AMER CAPITAL INCOME | P | 2004-09-09 | 2019-03-25 | $25 | $20 | $5 | $5 |
| PIMCO ALL ASST ALL ATH A | P | 2005-10-04 | 2019-03-25 | $22,593 | $30,461 | -$7,868 | -$7,868 |
| PIMCO ALL ASST ALL ATH A | P | 2005-12-14 | 2019-03-25 | $57 | $75 | -$18 | -$18 |
| PIMCO ALL ASST ALL ATH A | P | 2005-12-29 | 2019-03-25 | $1,374 | $1,804 | -$430 | -$430 |
| PIMCO ALL ASST ALL ATH A | P | 2006-06-22 | 2019-03-25 | $205 | $256 | -$51 | -$51 |
| PIMCO ALL ASST ALL ATH A | P | 2006-09-21 | 2019-03-25 | $196 | $254 | -$58 | -$58 |
| PIMCO ALL ASST ALL ATH A | P | 2006-09-22 | 2019-03-25 | $8 | $11 | -$3 | -$3 |
| PIMCO ALL ASST ALL ATH A | P | 2006-12-13 | 2019-03-25 | $65 | $87 | -$22 | -$22 |
| PIMCO ALL ASST ALL ATH A | P | 2006-12-27 | 2019-03-25 | $245 | $312 | -$67 | -$67 |
| BLACKROCK GLOBAL ALLOC A | P | 2005-01-12 | 2019-03-25 | $19,994 | $18,434 | $1,560 | $1,560 |
| LORD ABBETT INCOME FD | P | 2012-02-03 | 2019-03-25 | $1 | $1 | $0 | $0 |
| LORD ABBETT INCOME FD | P | 2012-02-03 | 2019-03-25 | $47,773 | $49,999 | -$2,226 | -$2,226 |
| WESTERN ASSET MIDDLE MKT | P | 2012-12-20 | 2019-07-09 | $19,694 | $28,669 | -$8,975 | -$8,975 |
| PIMCO ALL ASSET FD CL A | P | 2019-03-14 | 2019-03-25 | $3 | $3 | $0 | $0 |
| AMER CAP INC BLDR CL F1 | P | 2019-03-14 | 2019-03-25 | $32 | $32 | $0 | $0 |
| BLACKROCK GLOBAL ALLOC A | P | 2018-12-20 | 2019-03-25 | $6 | $6 | $0 | $0 |
| PIMCO ALL ASST ALL ATH A | P | 2019-03-14 | 2019-03-25 | $2 | $2 | $0 | $0 |
| JP MORGAN CHASE | P | 2015-04-10 | 2018-10-30 | $12,000 | $12,000 | $0 | $0 |
| CEF BLACKROCK | P | 2017-08-21 | 2018-12-21 | $15 | $15 | $0 | $0 |
| PIMCO ALL ASSET FD CL A | P | 2005-01-12 | 2019-03-25 | $298 | $298 | $0 | $0 |
| PIMCO ALL ASSET FD CL A | P | 2005-10-04 | 2019-03-25 | $254 | $254 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,312 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $121,256 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,056,101 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058974 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $121,380 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,071,771 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058588 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,157 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,052,408 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055621 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,208,420 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054949 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $124,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,255,016 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055365 | DistributionYr5Rt |
| Total Distribution | 0.283497 | TotalDistributionRt |
| Average Distribution | 0.056699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,948,907 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,501 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,036 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $111,537 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,800 | 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 | $1,036 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,036 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $542 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $542 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $507 | TaxDueAmt |
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 | NONE | WebsiteAddressTxt |
| Individual With Books | CARRIE RUBIN | IndividualWithBooksNm |
| Phone | 5613676085 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SE MIZNER BLVD B107 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARVIN RUBIN | ||||||||
| 16323 VINTAGE OAKS | DELRAY BEACH | FL | 33484 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANDRA RUBIN | ||||||||
| 16323 VINTAGE OAKS | DELRAY BEACH | FL | 33484 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLOTTE ROSE RUBIN | ||||||||
| 550 SE MIZNER BLVD | BOCA RATON | FL | 33432 | DIRECTOR | 2.00 | $15,000 | $0 | $0 |
| AMY ANN COHN | ||||||||
| 6019 E MARIPOSA ST | PHOENIX | AZ | 85018 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PHILANTHROPIC ENDEAVORS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,901,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,978,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,978,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,948,907 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,036 | TotalTaxAmt |
| Distributable Before Adj | $96,409 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,409 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,409 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,036 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,764 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,409 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,136 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,298 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,823 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,631 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,539 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $82,427 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,409 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,391 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $108,818 | 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 | $15,136 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $93,682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,298 | ExcessFromYear4Amt |
| Excess From Year3 | $13,823 | ExcessFromYear3Amt |
| Excess From Year2 | $19,631 | ExcessFromYear2Amt |
| Excess From Year1 | $20,539 | ExcessFromYear1Amt |
| Excess From Current Year | $26,391 | 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 |
|---|---|---|---|---|---|---|---|
| AJC CHILDREN'S FOUNDATION | |||||||
| 757 SE 17 STREET 969 | FT LAUDERDALE | FL | 33316 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| AEF - ALTERNATIVE EDUCATION FOUNDATION | |||||||
| 4650 SW 61ST AVENUE | DAVIE | FL | 33314 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,000 |
| CHILDREN'S BRAIN TUMOR FOUNDATION | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| ART & CULTURE CENTER HOLYWOOD | |||||||
| 1650 HARRISON STREET | HOLLYWOOD | FL | 33020 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 745 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $30,000 |
| CHILDREN'S HOSPITAL OF MICHIGAN | |||||||
| 3011 WEST GRAND BLVD SUITE 218 | DETROIT | MI | 48202 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| CHILDREN'S MUSUEM OF BOCA RATON | |||||||
| 498 CRAWFORD BLVD | BOCA RATON | FL | 33432 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| FLORENCE FULLER CHILD DEVELOPMENT CENTERS INC | |||||||
| 200 NE 14 STREET | BOCA RATON | FL | 33432 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $10,000 |
| FOCOS FOUNDATION | |||||||
| 85 BROAD STREET UNIT 18-081 | NEW YORK | NY | 10004 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| GEORGE SNOW SCHOLARSHIP FUND | |||||||
| 201 PLAZA REAL STE 260 | BOCA RATON | FL | 33432 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| JEWISH FAMILY SERVICES | |||||||
| 21300 RUTH BARON COLEMEN BLVD | BOCA RATON | FL | 33428 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| HILLEL DAY SCHOOL | |||||||
| 21011 95TH AVE SOUTH | BOCA RATON | FL | 33428 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,800 |
| IMPACT 100 PALM BEACH | |||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 200 | WEST PALM BEACH | FL | 33401 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| JCC ASSOCIATION LENNY RUBIN ISRAEL FOUNDATION | |||||||
| 520 EIGHT AVENUE | NEW YORK | NY | 10018 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| JUNIOR LEAGUE OF BOCA RATON | |||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY OHIO BUCKEYE CHAPTER | |||||||
| 6155 ROCKSIDE ROAD 202 | INDEPENDENCE | OH | 44131 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $10,000 |
| NICK R CHIERA FOUNDATION | |||||||
| 4171 W HILLSBORO BLVD 11 | COCONUT CREEK | FL | 33073 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| UNITED STATES HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENGERG PLACE SW | WASHINGTON | DC | 20024 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| UNIVERSITY OF MIAMI SYLVESTER | |||||||
| PO BOX 016960M867 | MIAMI | FL | 33101 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $7,500 |
| VICTORY LIVING PROGRAMS | |||||||
| 1001 WEST CYPRESS ROAD SUITE 400 | FT LAUDERDALE | FL | 33309 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| WOMEN OF TOMORROW | |||||||
| 8400 NW 36TH STREET 450 | DORAL | FL | 33166 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $103,638 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$16,312 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $87,326 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,326 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | DIVIDENDS AND INTEREST ARE FROM SECURITIES INVESTED FOR THE ORGANIZATION'S EXEMPT PURPOSE AND PROVIDE ADDITIONAL INCOME FOR THE ORGANIZATION TO ATTAIN ITS EXEMPT PURPOSE. | RelationshipStatementTxt |
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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS | BondNm |
| EOY Book Value | $496,456 | EOYBookValueAmt |
| EOYFMV | $571,073 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $1,209,883 | EOYBookValueAmt |
| EOYFMV | $1,235,047 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $100,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $108,970 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INVESTMENT RELATED FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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