GARY PETERS FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GARY PETERS FAMILY FOUNDATION INC (EIN 20-1067444)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349102173
- 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
- Accounting Fees Schedule
- Acty Not Previously Rpt Expln
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:17:09-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591949459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINKLE RICHTER & RHINE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E ATLANTIC AVE STE 226 | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334835359 | 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 | 201067444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY PETERS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 5619947330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6013 LE LAC ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY PETERS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5619947330 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT T RHINE | PreparerPersonNm |
| PTIN | P00035886 | PTIN |
| Phone | 5613142201 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:17:09 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DDE233634772D10E504DC8FE768467BD9E5983F9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 64718C8ED825FEF0D0727FD677535CEB3B3A6175 | 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 | $6,549,848 | 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 | $7,529 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,529 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $270,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,460 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $864,903 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,260 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $287,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $281,249 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $83,912 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $83,912 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $16,638 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,638 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,250 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $117 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $803 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $44,399 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $44,399 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $70,604 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,604 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $221,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $220,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $538,693 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $538,693 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $760,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $220,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $538,693 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$472,714 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $291,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $654,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $654,520 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $35,419 | OtherNtsAndLoansRcvblBOYAmt |
| Prepaid Expenses BOY | $2,233 | PrepaidExpensesBOYAmt |
| US Government Obligations EOY | $52,900 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $56,682 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,009,766 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,061,558 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,734,682 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,517,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,375,565 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,858,265 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $241,325 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $219,903 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $245,699 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,295 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,057 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,041 | LandBOYAmt |
| Land EOY | $6,238 | LandEOYAmt |
| Other Assets BOY | $3,572 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,572 | OtherAssetsEOYAmt |
| Total Assets BOY | $6,108,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,374,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,549,848 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,108,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,374,256 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,108,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,374,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,108,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,374,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,108,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$472,714 | ExcessRevenueOverExpensesAmt |
| Other Increases | $738,715 | OtherIncreasesAmt |
| Subtotal | $6,374,256 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,374,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $832,720 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,544,170 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.127246 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,193,892 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,466,618 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.159897 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $438,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,027,673 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054580 | DistributionYr3Rt |
| Total Distribution | 0.341723 | TotalDistributionRt |
| Average Distribution | 0.113908 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,831,190 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $778,127 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $603 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $778,730 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $538,693 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,207 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,207 | SubtotalAmt |
| Tax Based On Investment Income | $1,207 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $45 | EsPenaltyAmt |
| Tax Due | $1,252 | TaxDueAmt |
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 | Yes (true) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | GARY PETERS | IndividualWithBooksNm |
| Phone | 5619947330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6013 LE LAC ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| GARY PETERS | ||||||||
| 6013 LE LAC ROAD | BOCA RATON | FL | 33496 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CECILIA PETERS | ||||||||
| 6013 LE LAC ROAD | BOCA RATON | FL | 33496 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| WILLIAM GREGORY PETERS | ||||||||
| 2061 NW 25TH STREET | BOCA RATON | FL | 33431 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ADAM PETERS | ||||||||
| 6013 LE LAC ROAD | BOCA RATON | FL | 33496 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| GARY M PETERS | ||||||||
| 6013 LE LAC ROAD | BOCA RATON | FL | 33496 | DIRECTOR | 000.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION INITIATED A SCHOLARSHIP PROGRAM IN 2019 APPROVED BY THE INTERNAL REVENUE SERVICE ON MARCH 7, 2019. THE PURPOSE OF THE PROGRAM IS TO PROVIDE SCHOLARSHIP GRANTS TO DESERVING IMMIRGRANTS AND FOREIGN STUDENTS, MINORITY STUDENTS AND LOW-INCOME STUDENTS. ELIGIBLE STUDENTS WHO ATTEND RECOGNIZED EDUCATIONAL INSTITUTIONS WITH EXPENSES SUCH AS TUITION, FEES, AND OTHER EDUCATIONAL EXPENSES ARE CONSIDERED BASED PRIMARILY UPON FINANCIAL NEED AND ACADEMIC ACHIEVEMENT. THE NUMBER OF GRANTS, THE AMOUNT OF EACH GRANT AND THE PURPOSE OF EACH GRANT WILL BE MADE BY A SCHOLARSHIP COMMITTEE ON A CASE-BY-CASE BASIS. IN 2019 TWO STUDENTS APPLIED FOR, AND RECEIVED SCHOLARSHIP GRANTS, BOTH WERE FOREIGN COUNTRY CITIZENS AND ATTENDED COLLEGES IN THE U.S. | Description1Txt |
| Expenses1 | $95,873 | Expenses1Amt |
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 | $6,718,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,935,218 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,935,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,831,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $341,560 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $341,560 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,207 | TotalTaxAmt |
| Distributable Before Adj | $340,353 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $340,353 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $340,353 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $538,693 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $538,693 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $538,693 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $340,353 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $36,766 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $820,561 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $505,511 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,362,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $538,693 | QualifyingDistributionsAmt |
| Applied To Current Year | $340,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $198,340 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,561,178 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,561,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $36,766 | ExcessFromYear3Amt |
| Excess From Year2 | $820,561 | ExcessFromYear2Amt |
| Excess From Year1 | $505,511 | ExcessFromYear1Amt |
| Excess From Current Year | $198,340 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BAHAMAS HURRICANE RELIEF | ||||||||
| 11801 NORTH LAKE DRIVE | BOYNTON BEACH | FL | 33436 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $3,000 | |
| BILLY GRAHAM EVANGELICAL FOUNDATION | ||||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | CHARITABLE/GENERAL | $2,000 | ||
| BOCA HELPING HANDS | ||||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $166,600 | |
| BOCA RATON POLICE FOUNDATION | ||||||||
| 6800 BROKEN SOUND PARKWAY | BOCA RATON | FL | 33487 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,000 | SUITE 200 |
| BOCA RATON REGIONNAL HOSPITAL FDN | ||||||||
| 745 MEADOWS RD | BOCA RATON | FL | 33486 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $25,000 | |
| BOCA WEST CHILDREN'S FOUNDATION | ||||||||
| 3070 NW BOCA RATON BLVD | BOCA RATON | FL | 33431 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,600 | |
| EDUCATION FDN OF PALM BEACH CNTY | ||||||||
| 505 S COUNTY | BOYNTON BEACH | FL | 33426 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,000 | |
| FAMILY PROMISE | ||||||||
| 840 GEORGE BUSH BLVD D | DELRAY BEACH | FL | 33483 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $22,400 | |
| FAU FOUNDATION INC | ||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $60,600 | |
| FIREWALL MINISTRIES | ||||||||
| 13044 SPRING LAKE DRIVE | FORT LAUDERDALE | FL | 333302669 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $5,000 | |
| FISHING FOR FAMILIES IN NEED | ||||||||
| 21218 ST ANDREWS BLVD | BOCA RATON | FL | 33433 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $500 | |
| FLORENCE FULLER CHILD DEV | ||||||||
| 200 NE 14TH ST | BOCA RATON | FL | 33498 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,625 | |
| CRUSADE FOR CHRIST | ||||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,000 | |
| GABRIELLE'S ANGEL FOUNDATION | ||||||||
| 142 W 57TH ST | NEW YOR | NY | 10019 | NONE | PUBLIC | CHARITABLE/GEMERA; IRPSE | $1,000 | SUITE 11 |
| HOMESAFE | ||||||||
| 2840 6TH AVENEUE SOUTH | LAKE WORTH | FL | 33461 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $10,000 | |
| JUNIOR LEAGUE OF BOCA RATON | ||||||||
| 261 NW 13TH ST | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,500 | |
| PLACE OF HOPE | ||||||||
| 9078 ISAIAH LANE | WEST PALM BEACH | FL | 33418 | NONE | PUBLIC | CHARITABLE/GENERAL PRUPOSE | $100,000 | |
| RUNNERS EDGE FOUNDATION | ||||||||
| 3195 N FEDERAL HWY | BOCA RATON | FL | 33431 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $5,000 | |
| SAINT ANDREWS SCHOOL | ||||||||
| 3900 JOG ROAD | BOCA RATON | FL | 33434 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $200 | |
| SIGNATURE GIVE BACK | ||||||||
| 3999 N FEDERAL HWY | BOCA RATON | FL | 33487 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $700 | SUITE 103 |
| GEORGE SNOW FOUNDATION | ||||||||
| 201 PLAZA REAL | BOCA RATON | FL | 33431 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,000 | SUITE 260 |
| SOUTH FLORIDA PBS | ||||||||
| 14901 NE 20TH AVE | MIAMI | FL | 33161 | NONE | PUBLIC | CHARITABLE/GENERALL PURPOSE | $120 | |
| SPIRIT OF GIVING | ||||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $5,000 | |
| USO NETWORK | ||||||||
| 777 E ATLANTIC AVE | DELRAY BEACH | FL | 33483 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $200 | SUITE 312 |
| UNITED WAY PALM BEACH COUNTY | ||||||||
| 477 S ROSEMARY AVE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,100 | SUITE 230 |
| VANDERBILT UNIVERSITY | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,000 | |
| VIETNAM VETERANS CHAPTER 1125 | ||||||||
| PO BOX 810092 | BOCA RATON | FL | 33481 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $5,000 | |
| WAY FM | ||||||||
| 800 NORTHPOINT PARKWAY | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,000 | |
| YOUTH ACTIVITY CENTER | ||||||||
| PO BOX 970873 | BOCA RATON | FL | 33497 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $14,375 | |
| YOUTH FOR CHRIST | ||||||||
| 7670 S VAUGHN COURT | ENGLEWOOD | CO | 80112 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $300 | |
| FELICIA DICARLO | ||||||||
| 1101 STANFORD DRIVE 423 | CORAL GABLES | FL | 33146 | NONE | INDIVIDUAL | ACADEMIC SCHOLARSHIP | $70,273 | |
| ILIANA P OSEGUEDA ROMERO | ||||||||
| 21631 CORONADO AVE | BOCA RATON | FL | 33487 | NONE | INDIVIDUAL | ACADEMIC SCHOLARSHIP | $25,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $538,693 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,529 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $270,460 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,260 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,453 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,260 | ExclusionAmt |
| Related Or Exempt Function Incm | $284,442 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $287,702 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $5,250 | NetInvestmentIncomeAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION STARTED A SCHOLARSHIP PROGRAM IN 2019 PURSUANT TO IRS LETTER RULING 4792, DATED MARCH 7, 2019, UNDER IRC 4945(G). THIS PROGRAM IS TO PRIMARILY FOCUS ON PROVIDING SCHOLARSHIP GRANTS TO FOREIGN STUDENTS, MINORITY STUDENTS AND LOW-INCOME STUDENTS. | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| IMPROVEMENTS | 2009-06-30 | $10,708 | $6,779 | S/L | 15.0000 | $714 |
| FURNITURE | 2008-02-01 | $445 | $445 | 200DB | 7.0000 | |
| PRINTER | 2008-02-14 | $400 | $400 | 200DB | 7.0000 | |
| SHELVES | 2008-03-13 | $530 | $530 | 200DB | 7.0000 | |
| SHELVES | 2008-04-16 | $530 | $530 | 200DB | 7.0000 | |
| OFFICE FURNITURE | 2010-10-07 | $1,073 | $1,073 | 200DB | 7.0000 | |
| TELEPHONE | 2008-02-14 | $2,017 | $2,017 | 200DB | 7.0000 | |
| REFRIGERATOR | 2008-03-04 | $216 | $216 | 200DB | 7.0000 | |
| COPIER/PRINTER/SCANNER | 2008-03-13 | $559 | $559 | 200DB | 5.0000 | |
| LASER PRINTER | 2008-04-04 | $219 | $219 | 200DB | 5.0000 | |
| DELL COMPUTER | 2008-05-14 | $1,462 | $1,462 | 200DB | 5.0000 | |
| DESKTOP AND LAPTOP | 2009-02-13 | $1,370 | $1,370 | 200DB | 5.0000 | |
| COMPUTER | 2009-05-17 | $915 | $915 | 200DB | 5.0000 | |
| EQUIPMENT | 2009-05-17 | $215 | $215 | 200DB | 5.0000 | |
| PRINTER | 2013-02-01 | $300 | $300 | 200DB | 5.0000 | |
| APPLE COMPUTER | 2013-08-05 | $1,704 | $1,704 | 200DB | 5.0000 | |
| ART PICTURES | 2015-03-01 | $865 | $730 | 200DB | 7.0000 | $39 |
| OFFICE EQUIPMENT | 2015-07-01 | $865 | $790 | 200DB | 5.0000 | $50 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| UBS485-ST COVERED-ATTACHED | PURCHASE | $119,196 | $116,862 | $2,334 |
| UBS485-LT COVERED-ATTACHED | PURCHASE | $417,597 | $421,952 | -$4,355 |
| UBS 485 PRINCIPAL PMTS | PURCHASE | $18,224 | $18,224 | |
| UBS 2025 ST COVERED ATTACHED | PURCHASE | $147,313 | $143,578 | $3,735 |
| UBS 2025 :LT COVERED ATTACHED | PURCHASE | $159,313 | $154,574 | $4,739 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FINANCIAL 485 ATTACHED | $367,857 | $354,044 |
| UBS FINANCIAL 487 ATTACHED | $756,793 | $829,216 |
| UBS FINANCIAL 489 ATTACHED | $600,000 | |
| UBS FINANCIAL 490 ATTACHED | ||
| UBS FINANCIAL 2025 ATTACHED | $650,915 | $675,005 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FINANCIAL 487 ATTACHED | $597,273 | $646,610 |
| UBS FINANCIAL 488 ATTACHED | $1,980,890 | $2,446,354 |
| UBS FINANCIAL 491 ATTACHED | $483,395 | $641,718 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $52,900 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $56,682 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS FINANCIAL 487 ATTACHED | AT COST | $94,903 | $111,870 |
| GOLDMAN SACHS RENEWABLE PWR | AT COST | $125,000 | $133,829 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $27,295 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $21,057 | AccumulatedDepreciationAmt |
| Book Value | $6,238 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $3,572 | BOYBookValueAmt |
| EOY Book Value | $3,572 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CHARITABLE DEVELOPMENT | $4,949 | $4,949 |
| INSURANCE | $2,068 | $2,068 |
| INVESTMENT MANAGEMENT FEES | $42,972 | $42,972 |
| LICENSE EXPENSE | $61 | $61 |
| OFFICE EXPENSE | $9,080 | $9,080 |
| PAYROLL SERVICE FEE | $2,471 | $2,471 |
| PHONE | $5,884 | $5,884 |
| MISCELLANEOUS | $1,084 | $1,084 |
| LEGAL EXPENSE | $1,067 | $1,067 |
| POSTAGE | $968 | $968 |
| EXEMPT UNDER SEC 41(E)(6) |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $738,715 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| IRS SCHOLARSHIP APPLICATION FEE |
| SCHOLARSHIP PENDING |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHOLDING | CategoryTxt |
| Amt | $117 | Amt |
| Net Investment Income | $117 | NetInvestmentIncomeAmt |
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