H I FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- H I FOUNDATION INC (EIN 65-0848161)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202041959349101734
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T15:29:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PL | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | 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 | 650848161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIFO | BusinessNameControlTxt |
| Phone | 9545667559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 EAST OAKLAND PARK BOULEVARD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD S INGHAM JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9545667559 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIANA KREUL | PreparerPersonNm |
| PTIN | P01204534 | PTIN |
| Phone | 3217516200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.208.83.56 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 07:33:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7E7B0C0E81BD62A89852478B08C37E9234D4314 | 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 | $15,384,891 | 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 | $1,526 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,526 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $329,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $329,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $565,956 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,690,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $565,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $896,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $896,522 | 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 | $6,773 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,387 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,386 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,418 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,418 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $117,207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,123 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,459 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,959 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,416 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $595,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $595,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $773,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,959 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $598,416 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $123,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $828,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $188,649 | CashBOYAmt |
| Cash EOY | $31,257 | CashEOYAmt |
| Cash EOYFMV | $31,257 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $248,885 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,609 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,041,391 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,185,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,971,025 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,478,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,598,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,384,891 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,478,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,598,992 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,478,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,598,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,478,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,598,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,478,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $123,063 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,601,988 | SubtotalAmt |
| Other Decreases | $2,996 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,598,992 | 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 - ST | P | $920,686 | $1,041,099 | -$120,413 | -$120,413 |
| PUBLICLY TRADED SECURITIES - LT | P | $1,520,988 | $1,083,630 | $437,358 | $437,358 |
| CAPITAL GAINS DIVIDENDS | P | $249,011 | $249,011 | $249,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $565,956 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $550,033 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,079,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042053 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $472,083 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,832,080 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039899 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $442,830 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,315,873 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047535 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $386,551 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,707,079 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044395 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $323,030 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,449,781 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038229 | DistributionYr5Rt |
| Total Distribution | 0.212111 | TotalDistributionRt |
| Average Distribution | 0.042422 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,163,002 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $600,823 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,286 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $609,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $598,416 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,571 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,571 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,571 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $43,349 | OverpaymentAmt |
| Applied To ES Tax | $16,600 | AppliedToESTaxAmt |
| Refund | $26,749 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H I FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9545667559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 E OAKLAND PARK BLVD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33306 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD S INGHAM JR | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TIMOTHY C INGHAM | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNELLE I CARNEY | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HILARY I HICKMAN | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHARON I HORAL | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $13,910,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $468,260 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,378,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,378,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,163,002 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $708,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $708,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,571 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,571 | TotalTaxAmt |
| Distributable Before Adj | $691,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $691,579 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $691,579 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $598,416 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $598,416 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $598,416 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $691,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $581,756 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $598,416 | QualifyingDistributionsAmt |
| Applied To Year1 | $581,756 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,660 | 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 | $674,919 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS LUCIE SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 E OAKLAND PARK BLVD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9545667559 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 13600 | TAMPA | FL | 33681 | NONE | PC | FOR CANCER RESEARCH, EDUCATION, ADVOCACY, AND SERVICE | $25,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | TO BUILD HEALTHER LIVES FREE OF CARDIOVASCULAR DISEASES AND STROKE | $5,000 |
| AMERICAN RED CROSS SOUTH FLORIDABROWARD COUNTY | |||||||
| 6710 W SUNRISE BOULEVARD | PLANTATION | FL | 33313 | NONE | PC | TO PROVIDE DISASTER RELIEF AT HOME AND ABROAD, CPR CERTIFICATION AND FIRST AID COURSES, AND EMERGENCY PREPAREDNESS | $30,000 |
| AMERICAN RED CROSS-PALM BEACH COUNTY RELIEF | |||||||
| 825 FERN STREET | WEST PALM BEACH | FL | 33401 | NONE | PC | TO PROVIDE DISASTER RELIEF AT HOME AND ABOARD, CPR CERTIFICATION AND FIRST AID COURSES, AND EMERGENCY PREPAREDNESS | $3,000 |
| ANC TRANSYLVANIA COMMUNITY HOSPITAL INC | |||||||
| 400 RIDGEFIELD COURT SUITE 100 | ASHEVILLE | NC | 28806 | NONE | PC | TO PROVIDE MEDICAL CARE AND HELP THE LOCAL HOSPITAL MAINTAIN, EXPAND, AND IMPROVE QUALITY HEALTH CARE | $1,000 |
| AUTISM RESEARCH INSTITUTE | |||||||
| 4182 ADAMS AVENUE | SAN DIEGO | CA | 92116 | NONE | PC | TO HELP INDIVIDUALS WITH AUTISM SPECTRUM DISORDERS AND TO ADVANCE AUTISM RESEARCH | $5,000 |
| BLANK PARK ZOO FOUNDATION | |||||||
| 7401 SW 9TH STREET | DES MOINES | IA | 50315 | NONE | PC | TO ENHANCE QUALITY OF LIFE IN IOWA AS AN AFFORDABLE DESTINATION AND AS A CENTER FOR EDUCATION AND ENDANGERED SPECIES CONSERVATION. | $10,000 |
| BOCA HELPING HANDS | |||||||
| 138 NW 16TH STREET | BOCA RATON | FL | 33432 | NONE | PC | TO PROVIDE FOOD AND EMERGENCY ASSISTANCE TO MEET BASIC HUMAN NEEDS AND LONG TERM SOLUTIONS TO BREAK THE CYCLE OF DEPENDENCE | $500 |
| BONNET HOUSE | |||||||
| 900 N BIRCH ROAD | FORT LAUDERDALE | FL | 33304 | NONE | PC | TO PROVIDE SUPPORT TO THE HISTORICAL MUSEUM FOR PRESERVATIONS AND THE MAINTENANCE AND OPERATIONS | $10,000 |
| BREVARD MUSIC CENTER | |||||||
| PO BOX 312 | BREVARD | NC | 28712 | NONE | PC | TO PROVIDE SUPPORT TO YOUNG MUSICIANS TO PREPARE AND PERFORM GREAT MUSICAL WORKS AT A HIGH ARTISTIC LEVEL. | $1,500 |
| BRIGHTFOCUS FOUNDATION - MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PC | TO SUPPORT SCIENTIFIC RESEARCH FOR THE PREVENTION, TREATMENT, AND CURE OF MACULAR DENEGERATION | $10,000 |
| BROWARD PARTNERSHIP FOR THE HOMELESS | |||||||
| 920 NW 7TH AVENUE | FORT LAUDERDALE | FL | 33311 | NONE | PC | TO PROVIDE SUPPORT FOR THE HOMELESS PEOPLE EXPERIENCING HOMELESSNESS WITH A TEMPORARY PLACE TO STAY | $5,000 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW FIFTH AVENUE | FORT LAUDERDALE | FL | 33312 | NONE | PC | TO PROVIDE SUPPORT TO THE BROWARD CENTER FOR PERFORMING ARTS | $20,000 |
| BROWARD PUBLIC LIBRARY FOUNDATION | |||||||
| 100 S ANDREWS AVE | FORT LAUDERDALE | FL | 33301 | NONE | PC | TO PROVIDE EDUCATIONAL RESOURCES | $25,000 |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 482 SOUTH KELLER ROAD | ORLANDO | FL | 32810 | NONE | PC | TO PROTECT AND HEAL CHILDREN WITHIN THE COMMUNITIES OF FLORIDA | $5,000 |
| COVENANT HOUSE FLORIDA | |||||||
| 733 BREAKERS AVENUE | FORT LAUDERDALE | FL | 33304 | NONE | PC | TO PROVIDE SHELTER TO THE HOMELESS YOUTH ACROSS AMERICA | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO PROVIDE HEALTH CARE AND MEDICAL TRAINING TO MULTIPLE COUNTRIES | $15,000 |
| EAGLE RANCH FOUNDATION INC | |||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | NONE | PC | TO PROVIDE A CHRIST-CENTERED CHILDREN'S HOME FOR BOYS AND GIRLS IN CRISIS | $3,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | NONE | PC | TO HELP END HUNGER IN SOUTH FLORIDA BY PROVIDING IMMEDIATE ACCESS TO NUTRITIOUS FOOD AND LEADING HUNGER AND POVERTY ADVOCACY EFFORTS. | $16,000 |
| FLAMINGO GARDENS | |||||||
| 3750 S FLAMINGO RD | DAVIE | FL | 33330 | NONE | PC | TO PROVIDE SUPPORT TO DEPICT, PRESERVE, AND EDUCATE THE PUBLIC ABOUT THE NATURAL AND CULTURAL HERITAGE OF SOUTH FLORIDA AND THE EVERGLADES IN OUR BOTANICAL GARDENS AND WILDLIFE SANCTUARY | $5,000 |
| FLORENCE FULLER CHILD DEVELOPMENT | |||||||
| 200 NE 14TH STREET | BOCA RATON | FL | 33432 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING CHILDREN A PATHWAY OUT OF POVERTY | $5,000 |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | PC | TO PREPARE STUDENTS FOR CAREERS IN BANKING, GOVERNMENT, DATA ANALYSIS, TEACHING AND ADVANCED GRADUATE OR DOCTORAL WORK | $5,000 |
| FRIENDS OF BIRCH STATE PARK | |||||||
| 3020 NE 32ND AVE | FORT LAUDERDALE | FL | 33308 | NONE | PC | TO HELP PRESERVE, CONSERVE, ENHANCE AND PROMOTE HUGH TAYLOR BIRCH STATE PARK THROUGH COMMUNITY SUPPORT | $15,000 |
| FUNDING ARTS BROWARD | |||||||
| 1350 E SUNRISE BLVD STE 120 | FORT LAUDERDALE | FL | 33304 | NONE | PC | TO PRESERVE AND CULTIVATE THE ARTS IN BROWARD COUNTY | $20,000 |
| GILDA'S CLUB SOUTH FLORIDA | |||||||
| 119 ROSE DRIVE | FORT LAUDERDALE | FL | 33316 | NONE | PC | TO CREATE WELCOMING COMMUNITIES OF FREE SUPPORT FOR EVERYONE LIVING WITH CANCER | $5,000 |
| GOLD COAST JAZZ SOCIETY | |||||||
| 1350 E SUNRISE BOULEVARD | FORT LAUDERDALE | FL | 33304 | NONE | PC | TO PRESERVE JAZZ MUSIC WITH AN ANNUAL CONCERT SEASON IN FORT LAUDERDALE, FL AND VARIOUS EVENTS TO CELEBRATE JAZZ | $25,000 |
| HEIFER INTERNATIONAL | |||||||
| ONE WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | TO HELP TO END WORLD HUNGER | $1,500 |
| HENDERSON BEHAVIORAL HEALTH INC | |||||||
| 4740 NORTH STATE ROAD 7 STE 201 | LAUD LAKES | FL | 33319 | NONE | PC | TO PROVIDE HELP TO ALL PEOPLE ACROSS SOUTH FLORIDA INCLUDED SUPPORTIVE HOUSING, PERMANENT HOUSING FOR THOSE WITH CO-OCCURRING SUBSTANCE ABUSE AND MENTAL HEALTH, AND EMERGENCY HOMELESS SHELTER | $5,000 |
| HOLLYWOOD ART AND CULTURE CENTER INC | |||||||
| 1650 HARRISON STREET | HOLLYWOOD | FL | 33020 | NONE | PC | TO FOSTER A CREATIVE ENVIRONMENT WHERE NEW AND CHALLENGING WORK CAN FLOURISH | $10,000 |
| HOLY CROSS HOSPITAL | |||||||
| 4725 N FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | NONE | PC | TO PROVIDE EXCELLENT MEDICAL CARE AND HIGH PERSONALIZED CARE | $10,000 |
| HOPE SOUTH FLORIDA | |||||||
| 5110 N FEDERAL HIGHWAY 102 | FORT LAUDERDALE | FL | 33308 | NONE | PC | TO PARTNER WITH CHRISTIAN COMMUNITY AND CHURCHES TO PROVIDE HOUSING, MENTORING, AND ONE-STOP SERVICE CENTERS FOR BROKEN FAMILIES | $5,000 |
| JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 3329 JOHNSON ST | HOLLYWOOD | FL | 33021 | NONE | PC | TO PROVIDE A COMPREHENSIVE SCOPE OF HEALTHCARE SERVICES TO CHILDREN | $5,000 |
| KIDS IN DISTRESS INC | |||||||
| 819 NE 26TH STREET | WILTON MANOR | FL | 33305 | NONE | PC | TO PREVENT CHILD ABUSE, PRESERVE THE FAMILY, AND TREAT CHILDREN WHO HAVE BEEN ABUSED AND NEGLECTED | $10,000 |
| MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA | |||||||
| 4491 SOUTH STATE ROAD 7 201 | FORT LAUDERDALE | FL | 33314 | NONE | PC | TO GRANT THE WISH OF A CHILD DIAGNOSED WITH A LIFE-THREATENING MEDICAL CONDITION IN THE UNITED STATES | $500 |
| MOFFITT CANCER CENTER FOUNDATION | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | PC | TO PREVENT AND CURE CANCER, CARE FOR PATIENTS, AND PROVIDE EDUCATION AND CONDUCT CANCER RESEARCH | $15,000 |
| MUSEUM OF DISCOVERY AND SCIENCE | |||||||
| 401 SW 2ND STREET | FORT LAUDERDALE | FL | 33312 | NONE | PC | TO PROVIDE EXPERIENTIAL PATHWAYS TO LIFELONG LEARNING IN SCIENCE FOR CHILDREN AND ADULTS | $10,000 |
| MUSICIANS UNITED TO SERVE THE YOUTH OF CHARLOTTESVILLE | |||||||
| 105 RIDGE STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO CREATE A SENSE OF EMPOWERMENT AND ACCOMPLISHMENT THROUGH RECORDING AND PERFORMING ARTS | $5,000 |
| PINE CREST PREPATORY SCHOOL INC | |||||||
| 1501 NE 62ND STREET | FORT LAUDERDALE | FL | 33334 | NONE | PC | TO OFFER A CHALLENGING ACADEMIC EXPERIENCE COMPLEMENTED BY EXCELLENCE IN THE ARTS AND ATHLETICS | $50,000 |
| PLANNED PARENTHOOD | |||||||
| 585 NW 161ST STREET 2ND FLOOR | MIAMI | FL | 33169 | NONE | PC | TO PROVIDE COMPREHENSIVE REPRODUCTIVE AND COMPLEMENTARY HEALTH CARE SERVICES | $15,000 |
| PRISON BOOK PROJECT | |||||||
| 3880 S WASHINGTON AVE SUITE 154 | TITUSVILLE | FL | 32959 | NONE | PC | PURCHASE BOOKS TO SEND TO PRISONS WITH ONE VISION IN MIND TO TOUCH LIVES BEHIND BARS | $1,000 |
| RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND NORTHWEST INDIANA | |||||||
| 1301 WEST 22ND STREET SUITE 905 | OAKBROOK | IL | 60523 | NONE | PC | TO CREATE, FIND, AND SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN | $5,500 |
| SEAFARERS' HOUSE PORT EVERGLADES | |||||||
| 2550 EISENHOWER BLVD SUITE 207 | PORT EVERGLADES | FL | 33316 | NONE | PC | TO OFFER REFUGE, RESOURCES, RENEWAL AND RESPECT TO THE MARITIME COMMUNITY THROUGH MULTI-FAITH SERVICE | $5,000 |
| SHERIDAN HOUSE FAMILY MINISTRIES | |||||||
| 1700 S FLAMINGO ROAD | DAVIE | FL | 33325 | NONE | PC | TO HONOR CHRIST BY SERVING THE NEEDS OF CHILDREN AND FAMILIES | $10,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PC | TO PROVIDE SPECIALIZED CARE TO CHILDREN WITH ORTHOPAEDIC CONDITIONS | $6,000 |
| SOS CHILDREN'S VILLAGES - FLORIDA | |||||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 33073 | NONE | PC | TO PROVIDE FOSTER CARE SERVICES TO MORE THAN 70 FOSTER CHILDREN | $10,000 |
| SOUTHEASTERN GUIDE DOGS | |||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | NONE | PC | TO CREATE AND NURTURE A PARTNERSHIP BETWEEN A VISUALLY IMPARED INDIVIDUAL AND A GUIDE DOG | $1,000 |
| SPANISH RIVER COMMUNITY HIGH SCHOOL | |||||||
| 5100 JOG ROAD | BOCA RATON | FL | 33496 | NONE | PC | TO PROVIDE SECONDARY EDUCATION TO THOSE IN THE BOCA RATON AND DELRAY BEACH COMMUNITIES | $3,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| PO BOX 50 | MEMPHIS | TN | 38101 | NONE | PC | TO FIND CURES AND SAVE CHILDREN WITH PEDIATRIC CANCER AND OTHER DISEASES | $27,000 |
| STETSON UNIVERSITY | |||||||
| 421 NORTH WOODLAND BLVD | DELAND | FL | 32723 | NONE | PC | TO PROVIDE POST-SECONDARY EDUCATION | $3,000 |
| SYMPHONY OF THE AMERICAS | |||||||
| 2300 E OAKLAND PARK BLVD STUDIO 306 | FORT LAUDERDALE | FL | 33306 | NONE | PC | TO IMPROVE THE LIVES OF CHILDREN THROUGH THE MAGIC OF MUSICAL INVESTIGATIONS | $15,000 |
| TAYLORS CLOSET FOUNDATION INC | |||||||
| 1227 NE 8TH AVE | FORT LAUDERDALE | FL | 33304 | NONE | PC | TO CREATE A COMMUNITY IN WHICH GIRLS IN NEED WILL BE EMPOWERED TO BREAK THE CYCLE OF ABUSE AND NEGLET | $10,000 |
| TERRACE HILL PARTNERSHIP | |||||||
| 2300 GRAND AVENUE | DES MOINES | IA | 50312 | NONE | PC | TO PRESERVE AND ENHANCE THE PROPERTY AND PROGRAMS OF TERRACE HILL | $5,000 |
| THE BOYS AND GIRLS CLUBS OF BROWARD COUNTY | |||||||
| 877 NW 61ST STREET | FORT LAUDERDALE | FL | 33309 | NONE | PC | TO GIVE LOCAL BOYS AND GIRLS A POSITIVE ALTERNATIVE TO THE STREETS | $10,000 |
| THE BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PARKWAY STE 204 | WEST PALM BEACH | FL | 33407 | NONE | PC | TO GIVE LOCAL BOYS AND GIRLS A POSITIVE ALTERNATIVE TO THE STREETS | $1,000 |
| THE SALVATION ARMY | |||||||
| 1445 W BROWARD BOULEVARD | FORT LAUDERDALE | FL | 33312 | NONE | PC | TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME | $10,500 |
| UNITED WAY OF BROWARD | |||||||
| 1300 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | NONE | PC | TO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFCANT LASTING CHANGE IN THE COMMUNTITY | $10,000 |
| USO | |||||||
| 2111 WILSON BOULEVARD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PC | TO HELP PROVIDE A HOME AWAY FROM HOME FROM OUR TROOPS | $5,000 |
| WEDGEWOOD CHRISTIAN SERVICES | |||||||
| 3300 36TH ST SE | GRAND RAPIDS | MI | 495180007 | NONE | PC | TO PROVIDE PROFESSIONAL COUNSELING TO CHILDREN, YOUTH AND FAMILIES WITH THE PROBLEMS THEY ARE FACING | $5,000 |
| WOMEN IN DISTRESS | |||||||
| PO BOX 676 | FORT LAUDERDALE | FL | 33302 | NONE | PC | TO STOP DOMESTIC VIOLENCE FOR EVERYONE THROUGH INTERVENTION, EDUCATION, AND ADVOCACY | $25,000 |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | NONE | PC | TO WORK WITH CHILDREN AND FAMILIES WORLDWIDE TO REACH THEIR FULL POTENTIAL BY TACKLING POVERTY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $595,000 | 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 | $1,526 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,040 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $565,956 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $896,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $896,522 | 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 | $6,773 | Amt |
| Net Investment Income | $3,387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,386 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ING GROEP N.V.-SPONSORED ADR | $23,949 | $479,349 |
| VANGUARD COMMUNICATION SERVICES ETF | $138,839 | $140,895 |
| ISHARES CORE S&P MIDCAP ETF | $198,041 | $404,848 |
| ARTISAN INTL VAL | $159,789 | $213,637 |
| FIDELITY INTL INDX | $1,000,000 | $993,110 |
| JPMORGAN BETABUILDERS CANADA | $462,546 | $520,200 |
| JPMORGAN BETABUILDERS EUROPE ETF | $398,546 | $422,235 |
| CULLEN HIGH DIVIDEND | $433,560 | $561,898 |
| ENERGY SELECT SECTOR | $262,090 | $240,160 |
| FIDELITY 500 INDEX | $2,500,000 | $2,924,058 |
| HEALTH CARE SELECT | $275,288 | $305,580 |
| INDUSTRIAL SELECT | $142,804 | $142,573 |
| ISHARES EDGE MSCI USA VALUE | $478,573 | $538,380 |
| ISHARES CORE DIVIDEND GROWTH | $632,511 | $757,260 |
| JPM GROWTH ADVATAG | $239,350 | $615,768 |
| NEUBERGER | $229,816 | $424,404 |
| SPDR S&P 500 ETF TRUST | $2,546,948 | $4,101,462 |
| JPMORGAN BETABUILDERS JAPAN ETF | $258,160 | $269,940 |
| ISHARES EDGE MSCI MIN VOL EMER | $255,874 | $263,970 |
| JPM GL RES ENH IDX FD | $548,442 | $651,298 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $2,996 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $54,418 | Amt |
| Net Investment Income | $54,418 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $10,123 | $10,123 | $0 |
| 2018 990-PF EXCISE TAX | $47,164 | $0 | $0 |
| 2019 990-PF EXCISE ESTIMATE TAXES | $59,920 | $0 | $0 |
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