THE THOMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS FAMILY FOUNDATION INC (EIN 36-4311966)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-09
- IRS object ID
- 202020099349101002
- 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 Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-09T17:00:02-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462018155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 N PINE ISLAND ROAD 205 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364311966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 9544591270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30580 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED THOMAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9545243643 | PhoneNum |
| Signature | 2019-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON E PICOLO CPA | PreparerPersonNm |
| PTIN | P00026186 | PTIN |
| Phone | 9545305333 | 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 | $9,112,943 | 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 | $799 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $799 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $272,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $272,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$104,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,048,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $168,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,336 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,381 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $41 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $41 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,677 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,218 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $302 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $272 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,293 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,293 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $490,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,698 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$322,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,049 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $155,164 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $336,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $336,369 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $346,209 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $387,192 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $397,118 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,566,977 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,031,640 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,622,374 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $718,862 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $728,737 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $736,946 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $629,385 | OtherAssetsBOYAmt |
| Other Assets EOY | $609,860 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,136 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,416,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,093,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,112,943 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $710 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,726,885 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,726,885 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,689,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,366,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,415,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,093,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,416,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,093,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,415,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$322,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,093,798 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,093,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - L/T | P | $1,319,136 | $1,438,818 | -$119,682 | -$119,682 |
| PUBLICLY TRADED SECURITIES - S/T | P | $729,368 | $714,807 | $14,561 | $14,561 |
| CAPITAL GAINS DISTRIBUTIONS | P | $415 | $415 | $415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$104,706 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $442,938 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,754,156 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050597 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $400,961 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,951,778 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044791 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $370,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,211,477 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045091 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $268,637 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,459,774 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036011 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $291,120 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,449,353 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045139 | DistributionYr5Rt |
| Total Distribution | 0.221629 | TotalDistributionRt |
| Average Distribution | 0.044326 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,739,317 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $387,379 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,020 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $389,399 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $405,698 | 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 | $2,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,020 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,340 | OverpaymentAmt |
| Applied To ES Tax | $8,340 | 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 | ALFRED THOMAS | IndividualWithBooksNm |
| Phone | 9545243643 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30850 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33303 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALFRED THOMAS | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| PHYLLIS THOMAS | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | VICE-PRESIDENT/SECRETARY | 2.00 | $0 | $0 | $0 |
| LYDIA BART | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | VICE-PRESIDENT | 2.00 | $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 |
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 | $8,618,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,872,403 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,872,403 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,739,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $436,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $436,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,020 | TotalTaxAmt |
| Distributable Before Adj | $434,946 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $434,946 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $434,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,698 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,698 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,020 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $403,678 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $434,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $393,504 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,698 | QualifyingDistributionsAmt |
| Applied To Year1 | $393,504 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,194 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $422,752 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4KIDSINC | |||||||
| 2717 WEST CYPRESS CREEK RD | FORT LAUDERDALE | FL | 33309 | NONE | 501C(3) | TO PROVIDE A HOME & REFUGE FOR EVERY CHILD IN NEED | $5,000 |
| A SPRING OF HOPE INC | |||||||
| 7741 NW 39TH AVE | COCONUT CREEK | FL | 33073 | NONE | 501C(3) | BRING WATER & SANITATION TO NEEDY | $25,000 |
| AARP FOUNDATION | |||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | NONE | 501C(3) | TO SERVE VULNERABLE PEOPLE 50+ BY CREATING AND ADVANCING EFFECTIVE SOLUTIONS THAT HELP THEM SECURE THE ESSENTIALS | $2,000 |
| ALEXANDRAS ANGELS MS FOUNDATION | |||||||
| 1500 N FEDERAL HWY STE 200 | FORT LAUDERDALE | FL | 33304 | NONE | 501C(3) | TO FIND ACURE FOR MULTIPLE SCLEROSIS. | $5,000 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 200065009 | NONE | 501C(3) | TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS | $5,000 |
| ARTHRITIS FOUNDATION | |||||||
| 1330 W PEACHTREE ST NW STE 100 | ATLANTA | GA | 30309 | NONE | 501C(3) | THE MISSION OF THE ARTHRITIS FOUNDATION IS TO IMPROVE LIVES THROUGH LEADERSHIP IN THE PREVENTION, CONTROL AND CURE OF ARTHRITIS AND RELATED DISEASES. | $1,000 |
| BAYVIEW ELEMENTARY SCHOOL | |||||||
| 1175 MIDDLE RIVER DR | FORT LAUDERDALE | FL | 33304 | NONE | 501C(3) | GENERAL DONATION TO SCHOOL | $352 |
| BOCA HELPINGS HANDS | |||||||
| 1500 NW 1ST CT | BOCA RATON | FL | 33432 | NONE | 501C(3) | DEDICATED TO CURING MUSCULAR DYSTROPHY, ALS, AND RELATED DISEASES BY FUNDING WORLDWIDE RESEARCH AND TO PROVIDE FOOD, MEDICAL AND FINANCIAL ASSISTANCE TO MEET BASIC HUMAN NEEDS | $2,500 |
| BROWARD COLLEGE FOUNDATION | |||||||
| 111 EAST LAS OLAS BLVD 11TH FL | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | TO TRANSFORM LIVES THROUGH EDUCATION AND COMMUNITY AWARENESS | $2,500 |
| BROWARD PARTNERSHIP FOR THE HOMELESS | |||||||
| 920 NW 7TH AVENUE | FORT LAUDERDALE | FL | 33311 | NONE | 501C(3) | PROVIDE ASSISTANCE FOR THE HOMELESS IN BROWARD COUNTY | $7,500 |
| CARDINAL GIBBONS HIGH SCHOOL | |||||||
| 2900 NE 47TH ST | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | GENERAL DONATION FOR SCHOOL. | $250 |
| CARING FOR CAMBODIA | |||||||
| 900 RR 620 SOUTH | AUSTIN | TX | 78734 | NONE | 501C(3) | TO ENSURE A BETTER FUTURE FOR CAMBODIAN CHILDREN | $1,390 |
| CHILDREN'S AID CLUB | |||||||
| PO BOX 11503 | FORT LAUDERDALE | FL | 33339 | NONE | 501C(3) | ASSIST CHILDREN AND THEIR FAMILIES SUFFEREING FROM MEDICAL, FINANCIAL AND SOCIAL HARDSHIPS | $1,000 |
| CHILDREN'S DIAGNOSTIC & TREATMENT CENTER INC | |||||||
| PO BOX 810301 | BOCA RATON | FL | 33481 | NONE | 501C(3) | SERVICES CHILDREN WITH SPECIAL HEALTH CARE NEEDS IN BROWARD COUNTY | $747 |
| FAMILY SERVICE LEAGUE | |||||||
| 790 PARK AVE | HUNTINGTON | NY | 11743 | NONE | 501C(3) | HELPS INDIVIDUALS TO MOBILIZE THEIR STRENGTHS & IMPROVE QUALITY OF LIVES. | $10,000 |
| FIRST PRESBYTERIAN CHURCH OF FORT LAUDERDALE | |||||||
| 401 SE 15TH AVE | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $33,097 |
| FLORIDA INTERNATIONAL UNIVERSITY - RATCLIFFE | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | NONE | 501C(3) | SUPPORTS LOCAL & INT'L DISASTER RELIEF, ECONOMIC DEVELOPMENT & HOLMELESSNESS CHARITIES | $10,000 |
| GOLD COAST JAZZ SOCIETY BAND AND FRIENDS | |||||||
| 1350 E SUNRISE BLVD 115 | FORT LAUDERDALE | FL | 33304 | NONE | 501C(3) | DEDICATE TO PERPETUATE AND ADVANCE THE CULTURAL ART FORM OF JAZZ THROUGH PERFORMANCES, EDUCATION AND OUTREACH ACTIVITIES. | $1,954 |
| HOLY CROSS HOSPITAL | |||||||
| 4725 N FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | SUPPORT PROGRAM ACTIVITIES | $10,400 |
| HOPE SOUTH FLORIDA | |||||||
| 101 SE 3RD AVENUE NE 3RD CT | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT INITIATIVE TO HELP THE HOMELESS | $14,800 |
| HUMANE SOCIETY | |||||||
| 2070 GRIFFIN ROAD | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | TO FOSTER AND PROMOTE CARE OF ANIMALS | $1,100 |
| JACK & JILL CHILDRENS CENTER | |||||||
| 1315 W BROWARD DRIVE | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | TO BREAK THE CYCLE OF POVERTY FOR CHILDREN OF LOW INCOME WORKING FAMILIES IN BROWARD COUNTY | $62,500 |
| JUNIOR WELFARE SOCIETY | |||||||
| PO BOX 39646 | FORT LAUDERDALE | FL | 33339 | NONE | 501C(3) | PROVIDES EMERGENCY FINANCIAL ASSISTANCE FOR ELDERLY & CHILDREN IN NEED. | $7,500 |
| LIFE NET FOR FAMILIES | |||||||
| 1 NW 33RD TERRACE | FORT LAUDERDALE | FL | 33311 | NONE | 501C(3) | HELP THE HOMELESS AND HUNGRY | $37,000 |
| PLANNED PARENTHOOD FEDERATION AMERICA (PPFA) | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501C(3) | TO PROTECT WOMEN'S HEALTH, EDUCATE TEENS AND PREVENT UNINTENDED PREGNACIES | $1,000 |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PL | COCONUT CREEK | FL | 33073 | NONE | 501C(3) | FOSTER CARE NEIGHBORHOOD PROVIDES HOUSING FOR CHILDREN | $10,000 |
| SOUTH FLORIDA PBS | |||||||
| 14901 NE 20TH AVE | MIAMI | FL | 33181 | NONE | 501C(3) | PROVIDES QUALITY CONTENT TO EDUCATE ENLIGHTEN AND INSPIRE ON TV. | $5,000 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | 501C(3) | PROVIDE YEAR-ROUND SPORTS TRAINING FOR CHILDREN AND ADULTS WITH DISABILITIES | $2,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501C(3) | TREAT AND DEFEATS CHILDHOOD CANCER | $5,000 |
| STUART SAILFISH CLUB FOUNDATION | |||||||
| 3565 SE SAINT LUCIE BLVD | STUART | FL | 34997 | NONE | 501C(3) | CONSERVATION EDUCATION AND COMRADERY SUPPORTING LOCAL MARINE INDUSTRY | $1,000 |
| SUSAN G KOMEN | |||||||
| 20 WESTPORT ROAD | WILTON | CT | 06897 | NONE | 501C(3) | SUPPORT FIGHT AGAINST BREAST CANCER | $1,000 |
| THE HUMANE SOCIETY OF BROWARD COUNTY INC - PAWS ON THE GREEN | |||||||
| 2070 GRIFFIN ROAD | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | SPAY/NEUTER & VACCINATE TRAPPED FERAL CATS. | $5,000 |
| THE NIGHT MINISTRY | |||||||
| 4711 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | NONE | 501C(3) | WORKS TO PROVIDE HOUSING, HEALTH CARE & HUMAN CONNECTION TO STRUGGLING INDIVIDUALS | $5,000 |
| UNITED WAY | |||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | 501C(3) | WOMEN IN DISTRESS. | $15,000 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | 501C(3) | TO SUPPORT PROGRAMS THROUGH FUNDRAISING ADVOCACY AND EDUCATION THAT PROVIDE LIFESAVING MEDICINES, BETTER NUTRITION, CLEAN WATER, QUALITY BASIC EDUCATION AND EMERGENCY RELIEF TO CHILDREN, WOMEN AND COMMUNITIES IN OVER 150 COUNTRIES AND TERRITORIES. | $1,000 |
| USA FOR UNHCR | |||||||
| 1310 L ST NW 450 | WASHINGTON | DC | 20005 | NONE | 501C(3) | REBUILDING LIVES FOR VULNERABLE REFUGEES HILDREN WOMEN & MEN | $5,000 |
| WHEELCHAIR FOUNDATION | |||||||
| 3820 BLACKHAWK RD | DANVILLE | CA | 94506 | NONE | 501C(3) | CREATE AWARENESS OF THE NEEDS AND ABILITIES OF PEOPLE WITH PHYSICAL DISABILITIES | $3,000 |
| WOMEN IN DISTRESS | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | NONE | 501C(3) | PROVIDE SUPPORT TO DOMESTIC VIOLENCE CENTER | $94,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,293 | 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 | $799 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $272,537 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$104,706 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,630 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,630 | 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 FEES | CategoryTxt |
| Amt | $8,750 | Amt |
| Net Investment Income | $4,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS # 37744 | $66,154 | $32,943 |
| SCHWAB 8949 CORP BONDS | $662,583 | $704,003 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB ACCOUNTS | StockNm |
| EOY Book Value | $7,031,640 | EOYBookValueAmt |
| EOYFMV | $7,622,374 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $387,192 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $397,118 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS- UBS # 37744 | $560,349 | $539,724 | $0 |
| OTHER INVESTMENTS- UBS # 37744 | $50,000 | $50,000 | $0 |
| PREPAID EXCISE TAXES | $19,036 | $14,636 | $14,636 |
| OTHER PREPAID EXPENSES | $0 | $5,500 | $5,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS REGISTRATION FEES | $61 | $31 | $30 |
| OTHER BANK CHARGES | $241 | $241 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $710 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL MANAGEMENT FEES | $64,381 | $64,381 | $0 |
| NON DED CONTRIBUTION | $3,275 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $2,218 | $2,218 | $0 |
| FEDERAL EXCISE TAX | $10,337 | $0 | $0 |
| LATE PMT PENALTIES | $122 | $0 | $0 |
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