THE THOMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE THOMAS FAMILY FOUNDATION INC (EIN 36-4311966)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-01-28
- IRS object ID
- 201900289349100305
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-28T11:01:45-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462018155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 N PINE ISLAND ROAD 205 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364311966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 9544591270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30580 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED THOMAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9545243643 | PhoneNum |
| Signature | 2019-01-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON E PICOLO CPA | PreparerPersonNm |
| PTIN | P00026186 | PTIN |
| Phone | 9545305333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.31.56.193 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-18 | IPDt |
| IP Tm | 06:50:53 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 779E74F6BF74B6F22D30902AB505B0DF162CA784 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C444A0BED0CBD10FC849088954CDA8B68AD3EEF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,136,788 | 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 | $50 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,334 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,334 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $227,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,031 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $864,682 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,370,236 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $864,682 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,094,097 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,094,047 | 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 | $6,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,316 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $264 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $264 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $347 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,348 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $449,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $449,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $528,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,348 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $453,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $565,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,033,699 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,448,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,164 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $346,209 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $343,633 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,194,570 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,566,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,826,057 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,550,772 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $718,862 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $726,230 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $656,425 | OtherAssetsBOYAmt |
| Other Assets EOY | $629,385 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $85,704 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,850,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,416,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,136,788 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $710 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $710 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,726,885 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,726,885 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,123,593 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,689,002 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,850,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,415,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,850,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,416,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,850,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $565,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,415,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,415,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LT | P | $4,432,134 | $3,588,037 | $844,097 | $844,097 |
| PUBLICLY TRADED SECURITIES - ST | P | $911,880 | $917,517 | -$5,637 | -$5,637 |
| CAPITAL GAINS DISTRIBUTIONS | P | $26,222 | $26,222 | $26,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $864,682 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $400,961 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,951,778 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044791 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $370,260 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,211,477 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045091 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $268,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,459,774 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036011 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $291,120 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,449,353 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045139 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $252,302 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,399,412 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046728 | DistributionYr5Rt |
| Total Distribution | 0.217760 | TotalDistributionRt |
| Average Distribution | 0.043552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,754,156 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $381,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,337 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $391,598 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $453,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $122 | EsPenaltyAmt |
| Overpayment | $4,301 | OverpaymentAmt |
| Applied To ES Tax | $4,301 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALFRED THOMAS | IndividualWithBooksNm |
| Phone | 9545243643 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30850 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33303 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ALFRED THOMAS | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| PHYLLIS THOMAS | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | VICE-PRESIDENT/SECRETARY | 2.00 | $0 | $0 | $0 |
| LYDIA BART | ||||||||
| PO BOX 30580 | FORT LAUDERDALE | FL | 33303 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,404,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,482,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,887,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,887,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,754,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $437,708 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $437,708 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,337 | TotalTaxAmt |
| Distributable Before Adj | $427,371 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $427,371 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $427,371 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $453,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $453,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,337 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $442,938 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $427,371 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $419,408 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $453,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $419,408 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,867 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $393,504 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1000 CLUB | |||||||
| 678 NORTH FEDERAL HIGHWAY STE 150 | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | PROVIDE FUNDING TO SELECTED 501C3 CANCER ORGANIZATIONS IN BROWARD COUNTY | $500 |
| 1000 PLUS CLUB TO BENEFIT CANCER INC | |||||||
| 6278 N FEDERAL HIGHWAY STE 150 | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | CANCER RESEARCH & ASSISTANCE. | $1,000 |
| 4KIDSINC | |||||||
| 2717 WEST CYPRESS CREEK RD | FORT LAUDERDALE | FL | 33309 | NONE | 501C(3) | TO PROVIDE A HOME & REFUGE FOR EVERY CHILD IN NEED. | $5,250 |
| AFTER SCHOOL MATTERS | |||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | 501C(3) | PROVIDES TEENS WITH OPPORTUNITIES TO DISCOVER THEIR POTENTIAL & FIND THEIR FUTURE. | $2,500 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW STE 250 | WASHINGTON | DC | 20005 | NONE | 501C(3) | TO DISCORVER TREATMENTS AND A CURE FOR AMYOTROPHIC LATERAL SCLEROSIS (ALS) | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | 501C(3) | VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER'S CARE,SUPPORT & RESEARCH. | $1,500 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 200065009 | NONE | 501C(3) | TO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS | $5,000 |
| ARC BROWARD | |||||||
| 10250 NW 53RD STREET | SUNRISE | FL | 33351 | NONE | 501C(3) | TO PROVIDE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. | $3,000 |
| ARTHRITIS FOUNDATION | |||||||
| 1330 W PEACHTREE ST NW STE 100 | ATLANTA | GA | 30309 | NONE | 501C(3) | THE MISSION OF THE ARTHRITIS FOUNDATION IS TO IMPROVE LIVES THROUGH LEADERSHIP IN THE PREVENTION, CONTROL AND CURE OF ARTHRITIS AND RELATED DISEASES. | $4,000 |
| BROWARD PARTNERSHIP FOR THE HOMELESS | |||||||
| 920 NW 7TH AVENUE | FORT LAUDERDALE | FL | 33311 | NONE | 501C(3) | PROVIDE ASSISTANCE FOR THE HOMELESS IN BROWARD COUNTY | $2,030 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW FIFTH AVENUE | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | SUSTAIN, DEVELOP AND SECURE THE FUTURE OF PERFORMING ARTS | $16,190 |
| CARDINAL GIBBONS HIGH SCHOOL | |||||||
| 2900 NE 47TH ST | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | GENERAL DONATION FOR SCHOOL. | $500 |
| CARING FOR CAMBODIA | |||||||
| 900 RR 620 SOUTH | AUSTIN | TX | 78734 | NONE | 501C(3) | TO ENSURE A BETTER FUTURE FOR CAMBODIAN CHILDREN | $27,000 |
| CHILDREN'S AID CLUB | |||||||
| PO BOX 11503 | FORT LAUDERDALE | FL | 33339 | NONE | 501C(3) | ASSIST CHILDREN AND THEIR FAMILIES SUFFEREING FROM MEDICAL, FINANCIAL AND SOCIAL HARDSHIPS | $500 |
| EASTER SEALS | |||||||
| 233 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | NONE | 501C(3) | TO PROVIDE SUPPORT AND SERVICES TO PEOPLE IN DISABILITY | $650 |
| FAMILY SERVICE LEAGUE | |||||||
| 790 PARK AVE | HUNTINGTON | NY | 11743 | NONE | 501C(3) | HELPS INDIVIDUALS TO MOBILIZE THEIR STRENGTHS & IMPROVE QUALITY OF LIVES. | $10,000 |
| FIRST PRESBYTERIAN CHURCH OF FORT LAUDERDALE | |||||||
| 401 SE 15TH AVE | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $47,080 |
| FLORIDA COALITION AGAINST DOMESTIC VIOLENCE FOUNDATION | |||||||
| 425 OFFICE PLAZA DR | TALLAHASSEE | FL | 32301 | NONE | 501C(3) | TO ENSURE THE LOG-TERM FINANCIAL SUSTAINABILITY OF DOMESTIC VIOLENCE SURVIVORS. | $10,000 |
| GOLD COAST JAZZ SOCIETY BAND AND FRIENDS | |||||||
| 1350 E SUNRISE BLVD 115 | FORT LAUDERDALE | FL | 33304 | NONE | 501C(3) | DEDICATE TO PERPETUATE AND ADVANCE THE CULTURAL ART FORM OF JAZZ THROUGH PERFORMANCES, EDUCATION AND OUTREACH ACTIVITIES. | $2,500 |
| HOLY CROSS HOSPITAL | |||||||
| 4725 N FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | SUPPORT PROGRAM ACTIVITIES | $7,500 |
| HOPE SOUTH FLORIDA | |||||||
| 101 SE 3RD AVENUE NE 3RD CT | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT INITIATIVE TO HELP THE HOMELESS | $13,010 |
| HUMANE SOCIETY | |||||||
| 2070 GRIFFIN ROAD | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | TO FOSTER AND PROMOTE CARE OF ANIMALS | $500 |
| JACK & JILL CHILDRENS CENTER | |||||||
| 1315 W BROWARD DRIVE | FORT LAUDERDALE | FL | 33312 | NONE | 501C(3) | TO BREAK THE CYCLE OF POVERTY FOR CHILDREN OF LOW INCOME WORKING FAMILIES IN BROWARD COUNTY | $50,000 |
| JUNIOR WELFARE SOCIETY | |||||||
| PO BOX 39646 | FORT LAUDERDALE | FL | 33339 | NONE | 501C(3) | PROVIDES EMERGENCY FINANCIAL ASSISTANCE FOR ELDERLY & CHILDREN IN NEED. | $2,500 |
| LAUDERDALE YACHT CLUB SAILING FOUNDATION | |||||||
| 1725 SE 12TH ST | FORT LAUDERDALE | FL | 33316 | NONE | 501C(3) | DEDICATED TO FAVORABLY IMPACTING YOUNG PEOPLE'S LIVES THROUGH SAILING. | $7,500 |
| LIFE NET FOR FAMILIES | |||||||
| 1 NW 33RD TERRACE | FORT LAUDERDALE | FL | 33311 | NONE | 501C(3) | HELP THE HOMELESS AND HUNGRY | $37,500 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | 501C(3) | TO IMPROVE THE HEALTH OF BABIES BY PREVENTING BIRTH DEFECTS, PREMATURE BIRTH AND INFANT MORTALITY | $2,500 |
| MARGARET BAKER FOUNDATION | |||||||
| 10 OLD HUNT ROAD | NORTHFIELD | IL | 60093 | NONE | 501C(3) | AWARD SCHOLARSHIPS TO YOUNG LADIES & MEN IN VIRGINIA. | $10,000 |
| MEALS ON WHEELS | |||||||
| 451 N STATE ROAD 7 | PLANTATION | FL | 33317 | NONE | 501C(3) | TO PROVIDE A NUTRITIOUS MEAL, COMPANIONSHIP AND WATCHFUL EYE ON THE HEALTH AND SAFETY OF SENIORS | $500 |
| OUR LADY OF ANGELS RETIREMENT HOME | |||||||
| 1201 WYOMING AVE | JOLIET | IL | 60435 | NONE | 501C(3) | PROVIDES RESIDENTS WITH CATHOLIC COMPASSIONATE PERSON CENTERED CARE. | $1,000 |
| PASSPORT INC | |||||||
| 3421 SIERRA DRIVE | BIRMINGHAM | AL | 35216 | NONE | 501C(3) | NON PROFIT MINISTRY CAMP FOR CHILDREN. | $365 |
| PAWS SOUTH FLORIDA RESCUE | |||||||
| 6879 NW 28TH ST | FORT LAUDERDALE | FL | 33309 | NONE | 501C(3) | SPAY/NEUTER & VACCINATE TRAPPED FERAL CATS. | $5,550 |
| PINION INC | |||||||
| 1776 N PINE ISLAND RD | PLANTATION | FL | 33322 | NONE | 501C(3) | BENEFITING SPECIAL OLYMPICS. | $500 |
| PLANNED PARENTHOOD FEDERATION AMERICA (PPFA) | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501C(3) | TO PROTECT WOMEN'S HEALTH, EDUCATE TEENS AND PREVENT UNINTENDED PREGNACIES | $2,500 |
| RALLY THE CURE | |||||||
| 20 WESTPORT ROAD | WILTON | CT | 06897 | NONE | 501C(3) | SUPPORT FIGHT AGAINST BREAST CANCER | $1,500 |
| SEMINOLE REGION | |||||||
| PO BOX 3070 | BOCA RATON | FL | 33431 | NONE | 501C(3) | TO RAISE FUNDS TO BENEFIT VARIOUS CHARITIES SELECTED BY THE BOARD | $500 |
| SMILE TRAIN | |||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | NONE | 501C(3) | TO PROVIDE FREE CLEFT SURGERY AND COMPREHENSIVE CLEFT CARE TO CHILDREN IN THE DEVELOPING WORLD AND FREE CLEFT-RELATED TRAINING FOR LOCAL MEDICAL PROFESSIONALS | $2,500 |
| SOUTH FLORIDA PBS | |||||||
| 14901 NE 20TH AVE | MIAMI | FL | 33181 | NONE | 501C(3) | PROVIDES QUALITY CONTENT TO EDUCATE ENLIGHTEN AND INSPIRE ON TV. | $5,000 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | 501C(3) | PROVIDE YEAR-ROUND SPORTS TRAINING FOR CHILDREN AND ADULTS WITH DISABILITIES | $8,185 |
| THE MIAMI FOUNDATION | |||||||
| 40 NW 3RD ST 305 | MIAMI | FL | 33128 | NONE | 501C(3) | 100 MEN WHO CARE FOR LOCAL PROFESSIONAL MEN HELPING LOCAL CHARITIES. | $700 |
| TOCQUEVILLE SOCIETY | |||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | 501C(3) | WOMEN IN DISTRESS. | $15,000 |
| UNICORN CHILDREN'S FOUNDATION | |||||||
| 21100 RUTH BARON COLEMAN BLVD | BOCA RATON | FL | 33428 | NONE | 501C(3) | TO BUILDING COMMUNITIES OF ACCEPTANCE, SUPPORT AND OPPORTUNITY FOR INDIVIDUALS AND FAMILIES CHALLENGED BY SPECIAL NEEDS AND NEURODIVERSITY | $3,000 |
| UNITED WAY | |||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | 501C(3) | WOMEN IN DISTRESS. | $15,000 |
| WESTMINISTER ACADEMY | |||||||
| 5601 NORTH FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | NONE | 501C(3) | LIBRARY/MEDIA PROJECT AND ANNUAL FUND. | $12,500 |
| WHEELCHAIR FOUNDATION | |||||||
| 3820 BLACKHAWK RD | DANVILLE | CA | 94506 | NONE | 501C(3) | CREATE AWARENESS OF THE NEEDS AND ABILITIES OF PEOPLE WITH PHYSICAL DISABILITIES | $3,000 |
| WOMEN IN DISTRESS | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | NONE | 501C(3) | PROVIDE SUPPORT TO DOMESTIC VIOLENCE CENTER | $101,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $449,870 | 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 | $2,334 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $864,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,094,047 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,094,047 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,750 | Amt |
| Net Investment Income | $3,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS # 37744 | $66,154 | $66,672 |
| SCHWAB 8949 CORP BONDS | $652,708 | $659,558 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB ACCOUNTS | StockNm |
| EOY Book Value | $7,566,977 | EOYBookValueAmt |
| EOYFMV | $7,826,057 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $346,209 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $343,633 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS- UBS # 37744 | $602,149 | $560,349 | $66,668 |
| OTHER INVESTMENTS- UBS # 37744 | $50,000 | $50,000 | $0 |
| PREPAID EXCISE TAXES | $4,276 | $19,036 | $19,036 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS REGISTRATION FEES | $61 | $31 | $30 |
| OTHER BANK CHARGES | $316 | $316 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $710 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL MANAGEMENT FEES | $56,316 | $56,316 | $0 |
| NON DED CONTRIBUTION | $1,410 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $46 | $46 | $0 |
| FEDERAL EXCISE TAX | $13,216 | $0 | $0 |
| LATE PMT PENALTIES | $439 | $0 | $0 |
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