THOMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS FAMILY FOUNDATION INC (EIN 06-1604351)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-31
- IRS object ID
- 202013059349100606
- Schema version
- 2019v5.1
- 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
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-31T14:53:06-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL CUOMO ESQ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 BRUNDIGE DRIVE | AddressLine1Txt |
| City | GOLDENS BRIDGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10526 | 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 | 061604351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2129836409 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5390 ISLEWORTH COUNTRY CL | AddressLine1Txt |
| City | WINDERMERE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID THOMAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129836409 | PhoneNum |
| Signature | 2020-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL CUOMO | PreparerPersonNm |
| PTIN | P01216361 | PTIN |
| Phone | 2129836409 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.195.56.117 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-27 | IPDt |
| IP Tm | 10:14:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D442B68A63AD0676F342FC0C50352E436F69A264 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $847,407 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $181,020 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,591 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,591 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,511 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $222,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,756 | 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 |
| Legal Fees Rev And Expnss | $1,540 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,147 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,147 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $142,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,756 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,180 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,237 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $563,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $665,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $777,170 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $613,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $735,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $847,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $37,424 | CapitalStockBOYAmt |
| Capital Stock EOY | $37,424 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $576,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $698,190 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $613,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $735,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $613,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $735,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $613,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $142,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $755,619 | SubtotalAmt |
| Other Decreases | $20,005 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $735,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INTERPUBLIC | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $182,501 | GrossSalesPriceAmt |
| Cost Or Other Basis | $160,990 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,511 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,511 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,511 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $258,823 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $646,221 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.400518 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,046 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $594,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069048 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $519,991 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.127406 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $549,227 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.171059 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,611 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $506,221 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.165167 | DistributionYr5Rt |
| Total Distribution | 0.933198 | TotalDistributionRt |
| Average Distribution | 0.186640 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $740,628 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,231 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $418 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138,649 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,147 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $835 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,301 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,301 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $466 | OverpaymentAmt |
| Applied To ES Tax | $466 | 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 | 0 | 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 | PAUL CUOMO ESQ | IndividualWithBooksNm |
| Phone | 2129836409 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E 42ND ST 14TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M THOMAS | ||||||||
| 5390 ISLEWORTH COUNTRY CLUB DR | WINDERMERE | FL | 34786 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROLYN T THOMAS | ||||||||
| 5390 ISLEWORTH COUNTRY CLUB DR | WINDERMERE | FL | 34786 | VP & SECRETARY | 0.00 | $0 | $0 | $0 |
| DAVID M THOMAS | ||||||||
| 5390 ISLEWORTH COUNTRY CLUB DR | WINDERMERE | FL | 34786 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAROLYN T THOMAS | ||||||||
| 5390 ISLEWORTH COUNTRY CLUB DR | WINDERMERE | FL | 34786 | DIRECTOR | 0.00 | $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 | $682,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,444 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $751,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $751,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $740,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $835 | TotalTaxAmt |
| Distributable Before Adj | $36,196 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,196 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,196 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,147 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,147 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,147 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,196 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,183 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,857 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,656 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,905 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $227,194 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $406,795 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,147 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,196 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,951 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $449,746 | 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 | $60,183 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $389,563 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,857 | ExcessFromYear4Amt |
| Excess From Year3 | $40,656 | ExcessFromYear3Amt |
| Excess From Year2 | $11,905 | ExcessFromYear2Amt |
| Excess From Year1 | $227,194 | ExcessFromYear1Amt |
| Excess From Current Year | $42,951 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FLORIDA SHERIFFS ASSOCIATION | |||||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | N/A | N/A | GENERAL SUPPORT | $25 |
| CHILDRENS HOSPITAL OF ATLANTA | |||||||
| 35 JESSE HILL JR DR SE | ATLANTA | GA | 30303 | N/A | N/A | GENERAL SUPPORT | $7,500 |
| CHOA FOUNDATION | |||||||
| 35 JESSE HILL JR DR SE | ATLANTA | GA | 30303 | N/A | N/A | GENERAL SUPPORT | $300 |
| D PHILIPS CENTER FOR THE PERFORMING ARTS | |||||||
| 445 S MAGNOLIA AVE | ORLANDO | FL | 32801 | N/A | N/A | GENERAL SUPPORTGENERAL SUPPORT | $5,000 |
| FAMILY PROMISE ORLANDO | |||||||
| 2313 NORTH ORANGE AVE | ORLANDO | FL | 32804 | N/A | N/A | GENERAL SUPPORTGENERAL SUPPORT | $5,000 |
| FILLING IN THE BLANKS | |||||||
| 721 N WILTON RD | WILTON | CT | 06840 | N/A | N/A | GENERAL SUPPORT | $8,400 |
| MAYO CLINIC | |||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55902 | N/A | N/A | GENERAL SUPPORT | $500 |
| GRACE COMMUNITY CHURCH | |||||||
| 365 LUKES WOOD ROAD | NEW CANAAN | CT | 06840 | N/A | N/A | GENERAL SUPPORT | $3,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | N/A | N/A | GENERAL SUPPORTGENERAL SUPPORTGENERAL SUPPORT | $767 |
| UNIVERSITY OF FLORIDA UAA | |||||||
| PO BOX 13796 | GAINSVILLE | FL | 32604 | N/A | N/A | GENERAL SUPPORT | $45,655 |
| ZOES KITCHEN | |||||||
| 519 SAGAMORE AVENUE | TEANECK | NJ | 07616 | N/A | N/A | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,147 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $1,591 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,654 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,000 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,511 | 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 | $41,756 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,756 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | COLUMN E, LINES 3, 4 AND 5: INCOME GENERATED FROM INVESTMENTS IS USED |
| 3 | TO CONTRIBUTE DIRECTLY TO QUALIFIED IRC SECTION 501(C)(3) |
| 3 | ORGANIZATIONS |
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 |
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 | DAVID THOMAS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5390 ISLEWORTH COUNTRY CLUB DRIVE | AddressLine1Txt |
| City | WINDERMERE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $181,020 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 7867 SHARES COMMON INTERPUBLIC GROUP OF COS | NoncashPropertyDesc |
| Fair Market Value | $181,020 | FairMarketValueAmt |
| Received | 2019-02-27 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE SECURITIES | StockNm |
| EOY Book Value | $665,377 | EOYBookValueAmt |
| EOYFMV | $777,170 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Legal Fees | $1,540 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TAX DIFFERENCES | $20,000 |
| ROUNDING | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THRU UBS | Desc |
| Revenue And Expenses Per Books | $4,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,000 | AdjustedNetIncomeAmt |
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