ANDRE FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ANDRE FAMILY FOUNDATION INC (EIN 20-3966428)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-15
- IRS object ID
- 201933199349103868
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:44:34-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 329402195 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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 | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GINA H RALL CPA | PreparerPersonNm |
| PTIN | P00644820 | PTIN |
| Phone | 3212550088 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.16.54.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 13:31:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $821,706 | 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 | $175,642 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,208 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $203,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,868 | 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 |
| Taxes Rev And Expnss | $1,170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,403 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,573 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,403 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,073 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,403 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,465 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,638 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $764,093 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $774,068 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $774,068 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $782,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $821,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $821,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $782,706 | UnrestrictedBOYAmt |
| Unrestricted EOY | $821,706 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $782,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $821,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $782,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $821,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $782,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $845,143 | SubtotalAmt |
| Other Decreases | $23,437 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $821,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $11,208 | GrossSalesPriceAmt |
| Gain Or Loss | $11,208 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,208 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,208 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $133,943 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $780,395 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.171635 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $180,434 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $776,582 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.232344 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $192,724 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $790,514 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.243796 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $172,910 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $938,938 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.184155 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $323,258 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,007,290 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.320919 | DistributionYr5Rt |
| Total Distribution | 1.152849 | TotalDistributionRt |
| Average Distribution | 0.230570 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $785,675 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $181,153 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $255 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $181,408 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $291 | OverpaymentAmt |
| Applied To ES Tax | $291 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 | $720,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $797,640 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $797,640 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $785,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $509 | TotalTaxAmt |
| Distributable Before Adj | $38,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,775 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $137,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $274,569 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $126,698 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $153,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $142,177 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $95,704 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $792,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $98,725 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $891,623 | 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 | $274,569 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $617,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $126,698 | ExcessFromYear4Amt |
| Excess From Year3 | $153,750 | ExcessFromYear3Amt |
| Excess From Year2 | $142,177 | ExcessFromYear2Amt |
| Excess From Year1 | $95,704 | ExcessFromYear1Amt |
| Excess From Current Year | $98,725 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUBURN UNIVERSITY FCA | |||||||
| 317 S COLLEGE STREET | AUBURN | AL | 36849 | N/A | PUBLIC CHARITY | CHARITABLE | $30,000 |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CHURCH 4 THE BEACH | |||||||
| PO BOX 372328 | SATELLITE BEACH | FL | 32937 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| 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 | $2,500 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | N/A | PUBLIC CHARITY | CHARITABLE | $34,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PUBLIC CHARITY | CHARITABLE | $43,000 |
| INTERNATIONAL COOPERATING MINISTRIES | |||||||
| 1901 N ARMISTEAD AVENUE | HAMPTON | VA | 23666 | N/A | PUBLIC CHARITY | CHARITABLE | $15,000 |
| PLAY FOR PINK (THE BREAST CANCER RESEARCH FOUNDATION) | |||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SPACE COAST BALLET COMPANY | |||||||
| 731 WASHBURN DRIVE | MELBOURNE | FL | 32934 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| THE BRIDGES FOUNDATION | |||||||
| 1694 CEDAR STREET | ROCKLEDGE | FL | 32955 | N/A | PUBLIC CHARITY | CHARITABLE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,500 | 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 | $83 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,577 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,868 | 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 | $175,642 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $774,068 | BookValueAmt |
| EOYFMV | $774,068 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $23,437 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $1,910 | $1,910 | $0 |
| BANK CHARGES | $196 | $196 | $0 |
| LICENSES AND FEES | $261 | $261 | $0 |
| OFFICE EXPENSES | $36 | $36 | $0 |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $1,170 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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