BETA

LOUIS AND ANNE GREEN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND ANNE GREEN FAMILY FOUNDATION (EIN 31-6087315)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-26
IRS object ID
201911169349101006
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)
Return2019-04-26T13:24:51-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463326038PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEINSTOCK LOVEGROVE & REEGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16111 BROKEN SOUND PKWY NW STE 140AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334872774ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316087315EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS & ANNE GREEN FAMILY FND INCBusinessNameLine1Txt
Business Name Line2GREENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone5613943714PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12700 DATE PALM ROADAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOUIS GREENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5613943714PhoneNum
Signature2019-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK WEINSTOCK CPAPreparerPersonNm
PTINP00082696PTIN
Phone9543457075PhoneNum
Preparation2019-04-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.199.208.226IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-26IPDt
IP Tm13:24:51IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDEE2013A2DA2E1D14A28CDA95E0F2918CC252966AtSubmissionCreationDeviceId
At Submission Filing Device IdDEE2013A2DA2E1D14A28CDA95E0F2918CC252966AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$351,672FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,060,679ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$957InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$957InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,254DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,254DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$193,219NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$216,762GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$193,219CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,259,109TotalRevAndExpnssAmt
Total Net Invst Incm$198,430TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,450AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,382TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,382TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$3,379TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$483TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$2,700OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,700OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,911TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,015TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$976,368ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$976,368ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$985,279TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,015TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$976,368TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$273,830ExcessRevenueOverExpensesAmt
Net Investment Income$192,415NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,588SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$202,743SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$202,743SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$270,236CorporateStockBOYAmt
Corporate Stock EOY$148,929CorporateStockEOYAmt
Corporate Stock EOYFMV$148,929CorporateStockEOYFMVAmt
Total Assets BOY$286,824TotalAssetsBOYAmt
Total Assets EOY$351,672TotalAssetsEOYAmt
Total Assets EOYFMV$351,672TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$286,824RetainedEarningBOYAmt
Retained Earning EOY$351,672RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$286,824TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$351,672TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$286,824TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$351,672TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$286,824TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$273,830ExcessRevenueOverExpensesAmt
Subtotal$560,654SubtotalAmt
Other Decreases$208,982OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$351,672TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
377 SHARES DELTA AIRLINESP2003-09-262018-01-25$20,788$2,288$18,500$18,500
3554 SHARES DELTA AIRLINESP2005-09-272018-01-25$195,974$21,255$174,719$174,719
FieldValueIRS element (for citing)
Capital Gain Net Income$193,219CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,148,017AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$287,161NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.997817DistributionYr1Rt
Adjusted Qlfy Distri Yr2$582,615AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$424,816NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.371453DistributionYr2Rt
Adjusted Qlfy Distri Yr3$342,667AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$316,511NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.082639DistributionYr3Rt
Adjusted Qlfy Distri Yr4$154,556AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$65,205NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.370309DistributionYr4Rt
Adjusted Qlfy Distri Yr5$301,952AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$59,324NetVlNoncharitableAssetsYr5Amt
Distribution Yr55.089879DistributionYr5Rt
Total Distribution13.912097TotalDistributionRt
Average Distribution2.782419AverageDistributionRt
Net Vl Noncharitable Assets$314,458NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$874,954AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,924NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$876,878AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$976,368QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,924InvestmentIncomeExciseTaxAmt
Subtotal$1,924SubtotalAmt
Tax Based On Investment Income$1,924TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,580EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$344ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,924TotalPaymentsAndCreditsAmt

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 BooksMARK WEINSTOCK CPAIndividualWithBooksNm
Phone9543457075PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16111 BROKEN SOUND PARKWAY NWAddressLine1Txt
Address Line2SUITE 140AddressLine2Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LOUIS GREEN
2700 DATE PALM ROADBOCA RATONFL33432TRUSTEE0.10$0$0$0
OLIVER GREEN
930 SW 15TH STREETBOCA RATONFL33486TRUSTEE0.10$0$0$0
ANNE W GREEN
2700 DATE PALM ROADBOCA RATONFL33432TRUSTEE0.10$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$209,582AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$109,665AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$319,247TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$319,247AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,789CashDeemedCharitableAmt
Net Vl Noncharitable Assets$314,458NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,723MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,723MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,924TaxBasedOnInvestmentIncomeAmt
Total Tax$1,924TotalTaxAmt
Distributable Before Adj$13,799DistributableBeforeAdjAmt
Distributable Before Ded$13,799DistributableBeforeDedAmt
Distributable As Adjusted$13,799DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$976,368ExpensesAndContributionsAmt
Qualifying Distributions$976,368QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,924PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$974,444AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,799DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$298,986ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$152,019ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$327,225ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$561,558ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,136,807ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,476,595TotalExcessDistributionCyovAmt
Qualifying Distributions$976,368QualifyingDistributionsAmt
Applied To Current Year$13,799AppliedToCurrentYearAmt
Remaining Distri From Corpus$962,569RemainingDistriFromCorpusAmt
Total Corpus$3,439,164TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$298,986ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,140,178ExcessDistriCyovToNextYrAmt
Excess From Year4$152,019ExcessFromYear4Amt
Excess From Year3$327,225ExcessFromYear3Amt
Excess From Year2$561,558ExcessFromYear2Amt
Excess From Year1$1,136,807ExcessFromYear1Amt
Excess From Current Year$962,569ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLOUIS B GREENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12700 DATE PALM ROADAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5613943714RecipientPhoneNum
Recipient Email AddressLBGIV99@AOL.COMRecipientEmailAddressTxt
Form And Info And MaterialsBY WRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONE, EXCEPT MUST BE A SECTION 501(C)(3) ORGANIZATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACT FOR AMERICA
1300 PENNSYLVANIA AVE NWSUITE 190WASHINGTONDC20004NONEPUBLICGENERAL$2,000
ART ASSOCIATION JACKSON HOLE
240 S GLENWOOD STREETJACKSONWY83001NONEPUBLICGENERAL$200
BOCA RATON REGIONAL HOSPITAL
800 MEADOWS RDBOCA RATONFL33486NONEPUBLICGENERAL$348,601
BOCA RATON REGIONAL HOSPITAL
800 MEADOWS RDBOCA RATONFL33486NONEPUBLICGENERAL$280,840
BOCA RATON REGIONAL HOSPITAL
800 MEADOWS ROADBOCA RATONFL33486NONEPUBLICGENERAL$400
FAU FOUNDATION
777 GLADES ROADBOCA RATONFL33431NONEPUBLICGENERAL$321,600
IMPACT 100
261 NW 13TH STREETBOCA RATONFL33432NONEPUBLICGENERAL$1,050
IRISH AMERICAN UNIVERSITY
404 E SAVANNAH ROADLEWESDE19958NONEPUBLICGENERAL$1,000
JACKSON HOLE WILDLIFE FOUNDATION
330 N GLENWOOD STREETJACKSONWY83002NONEPUBLICGENERAL$500
JACKSON HOLE JEWISH COMMUNITY
610 W BROADWAYJACKSONWY83001NONEPUBLICGENERAL$200
JACKSON HOLE THERAPEUTIC RIDING
3870 WILDERNESS DRIVEWILSONWY83014NONEPUBLICGENERAL$3,500
JUDICIAL WATCH
425 THIRD STREETSUITE 800WASHINGTONDC20024NONEPUBLICGENERAL$800
JUNIOR LEAGUE OF BOCA RATON
261 NW 13TH STREETBOCA RATONFL33432NONEPUBLICGENERAL$137
LOUIS & ANNE GREEN MEMORY CENTER
777 GLADES ROADBOCA RATONFL33431NONEPUBLICGENERAL$12,000
NATIONAL MUSEUM OF WILDLIFE ART
2820 RUNGUIS ROADJACKSONWY83001NONEPUBLICGENERAL$90
PARKINSON'S FOUNDATION
21301 POWERLINE ROADBOCA RATONFL33433NONEPUBLICGENERAL$1,000
SPIRIT OF GIVING
261 NW 13TH STBOCA RATONFL34994NONEPUBLICGENERAL$1,000
SWEET DREAM MAKERS
445 SE 1ST AVENUEDELRAY BEACHFL33444NONEPUBLICGENERAL$1,200
WESTERN DESIGN CONFERENCE
PO BOX 1133CODYWY82414NONEPUBLICGENERAL$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$976,368TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$957ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,254ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$193,219RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,211ExclusionAmt
Related Or Exempt Function Incm$193,219RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$198,430TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FIRST FINANCIAL PARTNERS OF TEXASBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12700 DATE PALM ROADAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,060,679TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
13554 SHARES DELTA AIRLINES$194,7952018-01-25
1377 SHARES DELTA AIRLINES$20,8332018-01-26
120000 HUNTINGTON BANCSHARES$320,2002018-03-05
111000 HUNTINGTON BANCSHARES$178,2002018-03-06
13420 SHARES JPMORGAN CHASE$346,6512018-12-10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,450Amt
Net Investment Income$1,450NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK & FIXED INCOMEStockNm
EOY Book Value$148,929EOYBookValueAmt
EOYFMV$148,929EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE ADJUSTMENTDesc
Amt$208,982Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
AUTOMOBILE$895$895
INTERNET$360$360
OFFICE EXPENSES$89$89
PARKING$50$50
POSTAGE$306$306
PROMOTION$1,000$1,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2017 EXCISE TAX INV INCOMECategoryTxt
Amt$1,382Amt
Net Investment Income$1,382NetInvestmentIncomeAmt

Comments

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