BETA

3 SONS FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
3 SONS FOUNDATION INC (EIN 45-0645135)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349100015
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T07:15:22-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260547877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSDT & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19300 S DADELAND BLVD STE 600AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331562721ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450645135EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line13 SONS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name Control3SONBusinessNameControlTxt
Phone3059894884PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15401 MAGGIORE STREETAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331462847ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSE SEGRERAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3059894884PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L HOFMANNPreparerPersonNm
PTINP00009637PTIN
Phone3056703370PhoneNum
Preparation2019-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address137.117.74.161IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm07:15:22IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id09FCBAD1F1B18BF6E7BD1781D52BB2E15C0503C2AtSubmissionCreationDeviceId
At Submission Filing Device IdD88F2722FB3ABD4FDE8D18C14965CBFA66F86B45AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$78,394FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,858InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,858InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$1,858TotalRevAndExpnssAmt
Total Net Invst Incm$1,858TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,500OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$144OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$144OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,644TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,644TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,875ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,875ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,519TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,644TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$80,875TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$80,661ExcessRevenueOverExpensesAmt
Net Investment Income$214NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$159,055CashBOYAmt
Cash EOY$78,394CashEOYAmt
Cash EOYFMV$78,394CashEOYFMVAmt
Total Assets BOY$159,055TotalAssetsBOYAmt
Total Assets EOY$78,394TotalAssetsEOYAmt
Total Assets EOYFMV$78,394TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$159,055UnrestrictedBOYAmt
Unrestricted EOY$78,394UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$159,055TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$78,394TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$159,055TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$78,394TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$159,055TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$80,661ExcessRevenueOverExpensesAmt
Subtotal$78,394SubtotalAmt
Tot Net Ast Or Fund Balances EOY$78,394TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,200AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$167,811NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.126333DistributionYr1Rt
Adjusted Qlfy Distri Yr2$63,200AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$224,125NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.281985DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,575AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$249,717NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.102416DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,880AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$268,730NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.103747DistributionYr4Rt
Adjusted Qlfy Distri Yr5$61,077AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$296,484NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.206004DistributionYr5Rt
Total Distribution0.820485TotalDistributionRt
Average Distribution0.164097AverageDistributionRt
Net Vl Noncharitable Assets$118,595NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,461AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,463AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$80,875QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Subtotal$2SubtotalAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Tax Due$2TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOSE SEGRERAIndividualWithBooksNm
Phone3059894884PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15401 MAGGIORE STREETAddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33146ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSE SEGRERA
5401 MAGGIORE STREETCORAL GABLESFL33146PRESIDENT1.00$0$0$0
ELAINE SEGRERA
5401 MAGGIORE STREETCORAL GABLESFL33146SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$120,401AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$120,401TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$120,401AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,806CashDeemedCharitableAmt
Net Vl Noncharitable Assets$118,595NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,930MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,930MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$5,928DistributableBeforeAdjAmt
Distributable Before Ded$5,928DistributableBeforeDedAmt
Distributable As Adjusted$5,928DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$80,875ExpensesAndContributionsAmt
Qualifying Distributions$80,875QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$80,873AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,928DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$46,399ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,565ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,199ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$51,994ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,809ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$138,966TotalExcessDistributionCyovAmt
Qualifying Distributions$80,875QualifyingDistributionsAmt
Applied To Current Year$5,928AppliedToCurrentYearAmt
Remaining Distri From Corpus$74,947RemainingDistriFromCorpusAmt
Total Corpus$213,913TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$46,399ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$167,514ExcessDistriCyovToNextYrAmt
Excess From Year4$14,565ExcessFromYear4Amt
Excess From Year3$13,199ExcessFromYear3Amt
Excess From Year2$51,994ExcessFromYear2Amt
Excess From Year1$12,809ExcessFromYear1Amt
Excess From Current Year$74,947ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSE SEGRERAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSE SEGRERARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15401 MAGGIORE STREETAddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33146ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3059894884RecipientPhoneNum
Submission DeadlinesREQUESTS FOR CONTRIBUTIONS SHOULD BE SUBMITTED IN WRITING AND SHOULD INCLUDE A BRIEF HISTORY OF THESubmissionDeadlinesTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF MIAMI
1320 S DIXIE HIGHWAYCORAL GABLESFL33124SUPPORT EDUCATIONAL ACTIVITIES$10,000
RANSOM EVERGLADES
2045 SOUTH BAYSHORE DRIVECOCONUT GROVEFL33133SUPPORT EDUCATIONAL ACTIVITIES$65,000
SUNSET ELEMENTARY
5120 SUNSET DRIVEMIAMIFL33143SUPPORT EDUCATIONAL ACTIVITIES$3,000
MIAMI INTERNATIONAL ROWHOUSE
2293 SW 24TH TERRACEMIAMIFL33145SUPPORT CHARITABLE ACTIVITIES$2,625
LABRADOR RETRIEVER RESCUE OF FL
1950 NE 6TH STREETPOMPANO BEACHFL33060SUPPORT CHARITABLE ACTIVITIES$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,875TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,858ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,858ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,858TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK SERVICE FEES$144$144

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt

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