DR JOHN T MACDONALD FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DR JOHN T MACDONALD FOUNDATION INC (EIN 59-0818918)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-20
- IRS object ID
- 202002339349101205
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-20T13:43:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650356804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBINS & MORONEY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SE 10TH STREET | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590818918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOHN T MACDONALD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRJO | BusinessNameControlTxt |
| Phone | 3056676017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE SUITE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN EDWARD SMITH | PersonNm |
| Person Title | MANAGING DIR | PersonTitleTxt |
| Phone | 3056676017 | PhoneNum |
| Signature | 2020-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ROBBINS | PreparerPersonNm |
| PTIN | P01210648 | PTIN |
| Phone | 9544673100 | PhoneNum |
| Preparation | 2020-08-20 | 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 | $22,821,899 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,105 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,505 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,505 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $530,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $530,937 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $517,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,127,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $517,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,137 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $549 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,089,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,050,152 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,748 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,575 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $23,173 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $473 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $47 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $425 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,421 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,611 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $810 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $197 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,993 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,930 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,493 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $22,489 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,269 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,110 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $194 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $327,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $194 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $183,265 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,240,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,240,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,567,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $194 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,423,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$477,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $988,019 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,385,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $758,442 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $758,442 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $8,958 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $7,998 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $8,958 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $8,958 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,853 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,289 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,289 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $18,804,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,045,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,045,010 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,626 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,626 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $20,205,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,821,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,821,899 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,616 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,208 | AccountsPayableEOYAmt |
| Grants Payable BOY | $197,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $197,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $427,210 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $360,032 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $630,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $562,740 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,575,587 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,259,159 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,575,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,259,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,205,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,821,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,575,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$477,358 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,184,016 | OtherIncreasesAmt |
| Subtotal | $22,282,245 | SubtotalAmt |
| Other Decreases | $23,086 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,259,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BRECKINRIDGE INTER GOV'T CREDIT | P | $231,301 | $231,216 | $85 | $85 |
| BRECKINRIDGE LIM GOV'T CREDIT | P | $1,513,230 | $1,512,488 | $742 | $742 |
| EQUITY MUTUAL FUNDS | P | $427,435 | $441,556 | -$14,121 | -$14,121 |
| EQUITY MUTUAL FUNDS | P | $2,135,580 | $1,604,080 | $531,500 | $531,500 |
| CASH RESERVE | P | $819,940 | $820,985 | -$1,045 | -$1,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $517,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,426,268 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,982,879 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064881 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,453,976 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,847,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066551 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,799,958 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,903,743 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.133945 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,397,049 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,405,877 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102412 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,123,251 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,290,545 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083954 | DistributionYr5Rt |
| Total Distribution | 0.451743 | TotalDistributionRt |
| Average Distribution | 0.090349 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,578,443 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,949,591 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,880 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,959,471 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,423,265 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,760 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,760 | SubtotalAmt |
| Tax Based On Investment Income | $19,760 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,781 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,781 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $453 | EsPenaltyAmt |
| Overpayment | $568 | OverpaymentAmt |
| Applied To ES Tax | $568 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JTMACDONALDFDN.ORG | WebsiteAddressTxt |
| Individual With Books | MANAGING DIRECTOR | IndividualWithBooksNm |
| Phone | 3056676017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE SUITE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN EDWARD SMITH | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | MANAGING DIR | 40.00 | $91,000 | $0 | $0 |
| ALDO C BUSOT FA | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| CHARLES A DUNN MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | VICECHAIRMAN | 1.00 | $0 | $0 | $0 |
| JOE A REYES CPA | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROBERT G BREIER ESQ | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY W DIX CPA | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| R RODNEY HOWELL MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS M MARK MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN C NORDT III MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN S PABALAN MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| R LATANAE PARKER JR MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEAN H ROLLER MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STUART H SAVEDOFF DDS | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KARL SMILEY MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET C STARNER CFP | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANA L VICIANA MDMBAFCAP | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,254,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,652,607 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,907,049 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,907,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $328,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,578,443 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,078,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,078,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,760 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,760 | TotalTaxAmt |
| Distributable Before Adj | $1,059,162 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,059,162 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,059,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,423,265 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,423,265 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,423,265 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,059,162 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $903,350 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,251,802 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,761,839 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $378,268 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $356,450 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,651,709 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,423,265 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,059,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $364,103 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,015,812 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $903,350 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,112,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,251,802 | ExcessFromYear4Amt |
| Excess From Year3 | $1,761,839 | ExcessFromYear3Amt |
| Excess From Year2 | $378,268 | ExcessFromYear2Amt |
| Excess From Year1 | $356,450 | ExcessFromYear1Amt |
| Excess From Current Year | $364,103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR JOHN T MACDONALD ATTN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056676017 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT FOUNDATION FOR APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT FOUNDATION FOR DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT FUND NATIONAL PROJECTS WHICH WOULD RESULT IN FUNDING LEAVING DADE COUNTY, FOR-PROFIT ORGANIZATIONS, SUPPORT OF POLITICAL CANDIDATES OR CAMPAIGNS, PROJECTS THAT PROMOTE A RELIGIOUS FAITH, DIRECT SUPPORT OF INDIVIDUALS, AND OTHER GRANT-MAKING FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SEE ATTACHED | |||||
| 1550 MADRUGA AVE STE 215 | CORAL GABLES | FL | 33146 | TO PROMOTE HEALTHCARE | $1,042,500 |
| SEE ATTACHED | |||||
| 1550 MADRUGA AVE STE 215 | CORAL GABLES | FL | 33146 | TO PROMOTE HEALTHCARE | $197,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,240,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVE STE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | TO PROMOTE HEALTHCARE | GrantOrContributionPurposeTxt |
| Amt | $197,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $197,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,505 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $530,937 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $517,161 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 1 | $3,588 |
| K-1 CHISHOLM PARTNERS III, | 14 | $106 |
| K-1 NAUTIC PARTNERS V, LP | 14 | $443 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,053,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,053,740 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADELE H GODDARD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 LE JEUNE ROAD SUITE 201 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $36,105 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING AND TAX SERVICES | $6,070 | $4,000 | $2,200 |
| AUDIT SERVICES | $15,000 | $15,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRECKINRIDGE INTERMEDIATE 4466 | $986,944 | $986,944 |
| BRECKINRIDGE LTD GOVT 1736 | $2,942,680 | $2,942,680 |
| SCHWAB EQTY MUTUAL FUNDS 0426 | $15,931,138 | $15,931,138 |
| CHISHOLM PARTNERS III LP | $11,894 | $11,894 |
| NAVIS PARTNERS V | $154,355 | $154,355 |
| CASH RESERVES | $2,017,999 | $2,017,999 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $5,626 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,626 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $473 | LegalFeesAmt |
| Net Investment Income | $47 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $425 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE K-1 CHISHOLM PARTNERS III, LP | $8,923 |
| BOOK/TAX DIFFERENCE K-1 NAUTIC PARTNERS V, LP | $14,163 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK SERVICE CHARGES | $307 | $108 | $200 | |
| AUTOMOBILE | $750 | $75 | $675 | |
| DUES AND SUBSCRIPTIONS | $655 | $655 | ||
| INSURANCE | $10,998 | $2,969 | $6,003 | |
| COMPUTER AND INTERNET EXPENSE | $7,056 | $2,117 | $7,839 | |
| BOARD MEETING EXPENSE | $9,710 | $9,867 | ||
| OFFICE EXPENSE | $5,719 | $2,001 | $3,803 | |
| POSTAGE | $366 | $128 | $238 | |
| TELEPHONE | $732 | $219 | $512 | |
| SPECIAL PROJECTS | $5,483 | $5,483 | ||
| K-1 CHISHOLM PARTNERS III, LP | $299 | $299 | ||
| OTHER DEDUCTIONS | ||||
| K-1 NAUTIC PARTNERS V, LP- | $194 | $194 | $194 | |
| OTHER DEDUCTIONS |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $3,588 | |
| K-1 CHISHOLM PARTNERS III, LP | $106 | $106 |
| K-1 NAUTIC PARTNERS V, LP | $443 | $443 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $3,184,016 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EMPLOYEE BENEFITS PAYABLE | $364,597 | $246,514 |
| FEDERAL EXCISE TAXES PAYABLE | $29,416 | $16,641 |
| DEFERRED FEDERAL EXCISE TAXES | $33,197 | $96,877 |
| PAYABLE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY & MGMT FEES | $35,521 | $35,521 | |
| CONSULTANTS | $900 | $90 | $810 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSES | $220 | $220 | |
| PAYROLL TAXES | $1,970 | $1,773 | $197 |
| EXCISE TAX | $83,102 |
Comments