RENEE & TEDS BIG HEART FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
RENEE & TEDS BIG HEART FOUNDATION (EIN 26-1615064)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201923199349106027
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)
Return2019-11-15T18:46:51-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262890453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GERO EVAUL & MCCLOSKEYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18551 W SUNRISE BLVD SUITE 200AddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33322ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261615064EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RENEE & TEDS BIG HEART FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRENEBusinessNameControlTxt
Phone2039777443PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O DAY PITNEY ONE CANTERBURY GREENAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL MARKOWITZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2039777443PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT EVAULPreparerPersonNm
PTINP00853288PTIN
Phone3057643877PhoneNum
Preparation2019-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.229.49.214IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm16:54:15IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id19DB9F68CA6BB3831DB45AE6DD1D9233E3DFB79EAtSubmissionCreationDeviceId
At Submission Filing Device Id83FBDE31DE8203AC83D67525C54AFAA0BA374034AtSubmissionFilingDeviceId
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$889,959FMVAssetsEOYAmt
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$38InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,377DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,377DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,306NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,306GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,306CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$51,721TotalRevAndExpnssAmt
Total Net Invst Incm$51,721TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$583LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$583LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,675AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$516TaxesRevAndExpnssAmt
Taxes Net Invst Incm$516TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,987OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,987OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,761TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,761TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$62,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$62,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,261TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,761TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,540ExcessRevenueOverExpensesAmt
Net Investment Income$31,960NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$380SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,206SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,206SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$920,119CorporateStockBOYAmt
Corporate Stock EOY$877,753CorporateStockEOYAmt
Corporate Stock EOYFMV$877,753CorporateStockEOYFMVAmt
Total Assets BOY$920,499TotalAssetsBOYAmt
Total Assets EOY$889,959TotalAssetsEOYAmt
Total Assets EOYFMV$889,959TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,016,657CapitalStockBOYAmt
Capital Stock EOY$1,016,657CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$96,158RetainedEarningBOYAmt
Retained Earning EOY-$126,698RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$920,499TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$889,959TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$920,499TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$889,959TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$920,499TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,540ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$889,959SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$889,959TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEIP$169$169$169
SEIP$7,847$7,847$7,847
CAPITAL GAINS DIVIDENDSP$21,290$21,290$21,290
FieldValueIRS element (for citing)
Capital Gain Net Income$29,306CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$78,615AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,000,002NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078615DistributionYr1Rt
Adjusted Qlfy Distri Yr2$48,684AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$946,668NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051427DistributionYr2Rt
Adjusted Qlfy Distri Yr3$51,257AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,020,812NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050212DistributionYr3Rt
Adjusted Qlfy Distri Yr4$43,205AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,082,786NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039902DistributionYr4Rt
Adjusted Qlfy Distri Yr5$38,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,021,375NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037205DistributionYr5Rt
Total Distribution0.257361TotalDistributionRt
Average Distribution0.051472AverageDistributionRt
Net Vl Noncharitable Assets$998,429NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,391AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$320NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,711AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$62,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$320InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$320SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$320TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$80OverpaymentAmt
Applied To ES Tax$80AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGERO EVAUL MCCLOSKEYIndividualWithBooksNm
Phone3057643877PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18551 W SUNRISE BLVD STE 200AddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33322ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
ANDREW D MARKOWITZ
10216 LEXINGTON ESTATES BLVDBOCA RATONFL33428TRUSTEE2.00$0$0$0
RENEE MARKOWITZ
10216 LEXINGTON ESTATES BLVDBOCA RATONFL33428TRUSTEE2.00$0$0$0
MICHAEL C MARKOWITZ
10 INA RDNEEDHAMMA02492TRUSTEE2.00$0$0$0
FRANCESCA M POJDL
TRUSTEE2.00$0$0$0CHALET TED DOMAINE DE LA FORET 1884VILLARSSUROLLONSZ
DARREN M WALLACE
C/O DAY PITNEY ONE CANTERBURYGREEN STAMFORDCT06901ADMINISTRATIVE TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,001,419AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,215FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,013,634TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,013,634AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,205CashDeemedCharitableAmt
Net Vl Noncharitable Assets$998,429NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,921MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,921MinimumInvestmentReturnAmt
Tax Based On Investment Income$320TaxBasedOnInvestmentIncomeAmt
Total Tax$320TotalTaxAmt
Distributable Before Adj$49,601DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,601DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,601DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$62,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$320PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$62,180AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,601DistributableAsAdjustedAmt
Undistributed Income PY$10,011UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$62,500QualifyingDistributionsAmt
Applied To Year1$10,011AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,601AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,888RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,888TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,888ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,888ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANDREW D MARKOWITZContributingManagerNm
Contributing ManagerMICHAEL C MARKOWITZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEST BUDDIES
100 SOUTHEAST SECOND STREET SUITE2200MIAMIFL33131GENERAL501 (C)(3)TO ESTABLISHING A GLOBAL VOLUNTEER MOVEMENT THAT CREATES OPPORTUNITIES FOR ONE-TO-ONE FRIENDSHIPS,INTEGRATED EMPLOYMENT AND LEADERSHIP DEVELOPMENT FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.$10,000
PRICE CENTER
27 CHRISTINA STREETNEWTONMA02461GENERAL501 (C)(3)EMPOWERS INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO THRIVE IN THEIR LIVING, SOCIAL AND WORK COMMUNITIES.$5,000
SAVE THE CHILDREN
501 KINGS HWY EFAIRFIELDCT06825GENERAL501 (C)(3)INVESTS IN CHILDHOOD - EVERY DAY IN TIMES OF CRISIS AND FOR OUR FUTURE. IN THE UNITED STATES AND AROUND THE WORLD, WE GIVE CHILDREN A HEALTHY START, THE OPPORTUNITY TO LEARN AND PROTECTION FROM HARM.$35,000
THE INSTITUTES FOR THE ACHIEVEMENT OF HUMAN POTENTIAL
8801 STENTON AVEGLENSIDEPA19038GENERALTO HELP BRAIN-INJURED CHILDREN ACHIEVE WELLNESS AND WELL CHILDREN ACHIEVE EXCELLENCE.$10,000
BOCA REGIONAL HOSPITAL
800 MEADOWS RDBOCA RATONFL33486GENERALTO FUND A LOCAL NOT-FOR-PROFIT HEALTH CARE ORGANIZATION TO PROVIDE PATIENT CARE IN AREAS SUCH AS CARDIOVASCULAR, ONCOLOGY, WOMEN'S HEALTH, ORTHOPEDICS, EMERGENCY MEDICINE AND THE NEUROSCIENCES.$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$62,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,377ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,306ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$51,721ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,721TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS
4TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS
8TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$12,675Amt
Net Investment Income$12,675NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEI PRIVATE TRUST COMPANY #481649TStockNm
EOY Book Value$877,753EOYBookValueAmt
EOYFMV$877,753EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$583LegalFeesAmt
Net Investment Income$583NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SEI INVESTMENT ADVISORY FEES$5,962$5,962$0
BANK SERVICES CHARGES$25$25$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$516Amt
Net Investment Income$516NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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