ANDRE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANDRE FAMILY FOUNDATION INC (EIN 20-3966428)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-16
- IRS object ID
- 202043219349100714
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:59:48-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 BAYTREE DRIVE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203966428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANDRE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 3217252232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 SOUTH HARBOR CITY BLVD | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNE M ANDRE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3217252232 | PhoneNum |
| Signature | 2020-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S CEROW CPA | PreparerPersonNm |
| PTIN | P00059837 | PTIN |
| Phone | 3212550088 | PhoneNum |
| Preparation | 2020-10-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.157.252.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-28 | IPDt |
| IP Tm | 07:33:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 77A9C6790D13B0964E6948FFD59615737446ECDA | 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 | $915,044 | 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 | $263,463 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,176 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,176 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $75 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $291,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,047 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $2,178 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,178 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,143 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $164,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,369 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,108 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,108 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $774,068 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $844,936 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $844,936 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $821,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $915,044 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $915,044 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $821,706 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $915,044 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $821,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $915,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $821,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $915,044 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $821,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $164,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $986,470 | SubtotalAmt |
| Other Decreases | $71,426 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $915,044 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADE SECURITIES | 2019-10-09 | $12,160 | $12,243 | -$83 | -$83 | |
| PUBLICLY TRADE SECURITIES | 2019-10-09 | $30,152 | $23,585 | $6,567 | $6,567 | |
| PUBLICLY TRADE SECURITIES | 2020-03-31 | $34,047 | $34,086 | -$39 | -$39 | |
| PUBLICLY TRADE SECURITIES | 2020-03-31 | $34,577 | $35,266 | -$689 | -$689 | |
| CAPITAL GAINS DIVIDENDS | $7,420 | $7,420 | $7,420 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,176 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $137,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $785,675 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.175009 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $133,943 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $780,395 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.171635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,434 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $776,582 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.232344 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,724 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $790,514 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.243796 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $172,910 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $938,938 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.184155 | DistributionYr5Rt |
| Total Distribution | 1.006939 | TotalDistributionRt |
| Average Distribution | 0.201388 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $855,713 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,330 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $224 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $172,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,143 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $447 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $447 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $447 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $350 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $350 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $97 | TaxDueAmt |
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 | Yes (1) | 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 | JEANNE M ANDRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3217252232 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 SOUTH HARBOR CITY BLVD | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEANNE M ANDRE | ||||||||
| 404 SOUTH HARBOR CITY BLVD | MELBOURNE | FL | 32901 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| EDWARD A ANDRE | ||||||||
| 404 SOUTH HARBOR CITY BLVD | MELBOURNE | FL | 32901 | VICE-PRESIDENT | 1.50 | $0 | $0 | $0 |
| JESSICA L ANDRE | ||||||||
| 404 SOUTH HARBOR CITY BLVD | MELBOURNE | FL | 32901 | DIRECTOR | 1.50 | $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 | $806,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $868,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $868,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $855,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $447 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $447 | TotalTaxAmt |
| Distributable Before Adj | $42,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,339 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,143 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,143 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,143 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $126,698 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $153,750 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $142,177 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,704 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $98,725 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $617,054 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,143 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,804 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $695,858 | 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 | $126,698 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $569,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $153,750 | ExcessFromYear4Amt |
| Excess From Year3 | $142,177 | ExcessFromYear3Amt |
| Excess From Year2 | $95,704 | ExcessFromYear2Amt |
| Excess From Year1 | $98,725 | ExcessFromYear1Amt |
| Excess From Current Year | $78,804 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEANNE M ANDRE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 SOUTH HARBOR CITY BLVD | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3217252232 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETION OF THE ANDRE FAMILY FOUNDATION STRUCTURED GRANT APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ONGOING | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEC 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3 ANGELS BALL FOR ALL | |||||||
| 2600 SNAPDRAGON DRIVE | PALM BAY | FL | 32907 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| AUBURN UNIVERSITY FCA | |||||||
| 317 S COLLEGE STREET | AUBURN | AL | 36849 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| BEYOND THE REEF FOUNDATION INC | |||||||
| PO BOX 219 | NICEVILLE | FL | 325880219 | N/A | PUBLIC CHARITY | CHARITABLE | $3,000 |
| BREVARD RESCUE MISSION INC | |||||||
| PO BOX 204 | COCOA | FL | 32923 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CLUB ESTEEM | |||||||
| 3316 MONROE STREET | MELBOURNE | FL | 32901 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| COASTAL COMMUNITY SCHOOL | |||||||
| 638 SOUTH PATRICK DRIVE | SATELLITE BEACH | FL | 32937 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| COVENANT CHRISTIAN SCHOOL | |||||||
| 70 EMERSON DRIVE | PALM BAY | FL | 32907 | N/A | PUBLIC CHARITY | CHARITABLE | $3,000 |
| EASTMINSTER GLOBAL MISSIONS | |||||||
| PO BOX 33473 | INDIALANTIC | FL | 32903 | N/A | PUBLIC CHARITY | CHARITABLE | $3,000 |
| FIRST BAPTIST CHURCH OF MELBOURNE | |||||||
| 3301 DAIRY ROAD | MELBOURNE | FL | 32904 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| GENESIS HOUSE | |||||||
| 2102 HELEN STREET | MELBOURNE | FL | 32901 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| HEALTH FIRST FOUNDATION | |||||||
| 1350 S HICKORY STREET | MELBOURNE | FL | 32901 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| INTERNATIONAL COOPERATING MINISTRIES | |||||||
| 1901 N ARMISTEAD AVENUE | HAMPTON | VA | 23666 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| LUIS PALAU ASSOCIATION MINISTRIES | |||||||
| 1500 NW 167TH PLACE | BREAVERTON | OR | 97006 | N/A | CHARITABLE | $10,000 | |
| NO LIMITS ACADEMY | |||||||
| 4450 W EAU GALLIE BLVD 180 | MELBOURNE | FL | 32934 | N/A | PUBLIC CHARITY | CHARITABLE | $15,000 |
| PROMISE IN BREVARD | |||||||
| 4105 NORFOLK PKWY | WEST MELBOURNE | FL | 32904 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SHEPHERD CENTER FOUNDATION INC | |||||||
| 2020 PEACHTREE RD NW | ALTANTA | GA | 303091426 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SPACE COAST BALLET COMPANY | |||||||
| 731 WASHBURN DRIVE | MELBOURNE | FL | 32934 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| THE AFA FOUNDATION | |||||||
| PO DRAWER 2440 | TUPELO | MS | 38803 | N/A | PUBLIC CHARITY | CHARITABLE | $3,000 |
| THE CRU FOUNDATION | |||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | N/A | PUBLIC CHARITY | CHARITABLE | $16,000 |
| THE MASTER'S WORKSHOP | |||||||
| 2525 LIPSCOMB STREET | MELBOURNE | FL | 32901 | N/A | PUBLIC CHARITY | CHARITABLE | $3,000 |
| TRINITY FITNESS MINISTRIES INC | |||||||
| PO BOX 33601 | INDIALANTIC | FL | 32903 | N/A | PUBLIC CHARITY | CHARITABLE | $7,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,143 | 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 | $55 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,176 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND 2016 990 | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $75 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $75 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,047 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,122 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD A ANDRE CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 N RIVERSIDE DRIVE | AddressLine1Txt |
| City | INDIALANTIC | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $263,463 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CARR, RIGGS & INGRAM, LLC | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $844,936 | BookValueAmt |
| EOYFMV | $844,936 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $71,426 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $150 | $150 | $0 |
| MANAGEMENT FEES | $2,028 | $2,028 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND 2016 990 | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $75 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD JEANNE ANDRE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 N RIVERSIDE DRIVE | AddressLine1Txt |
| City | INDIALANTIC | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32903 | ZIPCd |
Comments