THE LUKE AND MEADOW FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE LUKE AND MEADOW FOUNDATION (EIN 35-6923340)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349102900
- 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
- Schedule B
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:43:50-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356923340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUKE AND MEADOW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUKE | BusinessNameControlTxt |
| Phone | 2135932300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET NO 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN Z FRANCE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2135932300 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROBERTS | PreparerPersonNm |
| PTIN | P01489269 | PTIN |
| Phone | 2135932300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.76.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 18:32:47 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 897B114C1C96FA78E485A2193B31E03E74BB2033 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B81CBCCEFD63C11F6D4D7351E7B2289C95A8D5EC | 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 | $1,660,826 | 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 | $547,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,455 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,455 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $589,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,648 | 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 |
| Other Prof Fees Rev And Expnss | $1,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,200 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,013 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,013 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $540,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $540,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $554,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $541,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,635 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,959 | CashBOYAmt |
| Cash EOY | $166,396 | CashEOYAmt |
| Cash EOYFMV | $166,396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,345,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,494,430 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,494,430 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,475,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,660,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,660,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,475,982 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,660,826 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,475,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,660,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,475,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,660,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,475,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $149,409 | OtherIncreasesAmt |
| Subtotal | $1,660,826 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,660,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $22,455 | GrossSalesPriceAmt |
| Gain Or Loss | $22,455 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,455 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,455 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $625,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,444,199 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.432835 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $534,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,385,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.385751 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $445,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,893 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 9.506749 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $422,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,740 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 25.221027 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,043 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 7.819433 | DistributionYr5Rt |
| Total Distribution | 43.365795 | TotalDistributionRt |
| Average Distribution | 8.673159 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,543,265 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,384,983 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $296 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,385,279 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $541,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $593 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $593 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $593 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,374 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,374 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $781 | OverpaymentAmt |
| Applied To ES Tax | $781 | 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 | LUKEANDMEADOWFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 2135932300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S HOPE STREET SUITE 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN Z FRANCE | ||||||||
| 1925 S ATLANTIC AVENUE | DAYTONA BEACH | FL | 32118 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| AMY P FRANCE | ||||||||
| 1925 S ATLANTIC AVENUE | DAYTONA BEACH | FL | 32118 | TRUSTEE | 1.00 | $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 | $1,436,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,566,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,566,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,543,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $593 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $593 | TotalTaxAmt |
| Distributable Before Adj | $76,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,570 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $541,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $541,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $541,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $85,798 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $421,363 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $443,455 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $466,105 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $553,110 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,969,831 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $541,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $464,630 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,434,461 | 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 | $85,798 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,348,663 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $421,363 | ExcessFromYear4Amt |
| Excess From Year3 | $443,455 | ExcessFromYear3Amt |
| Excess From Year2 | $466,105 | ExcessFromYear2Amt |
| Excess From Year1 | $553,110 | ExcessFromYear1Amt |
| Excess From Current Year | $464,630 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN Z FRANCE | ContributingManagerNm |
| Contributing Manager | AMY P FRANCE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WIZO | ||||||
| 950 THIRD AVENUE STE 2803 | NEW YORK | NY | 10022 | PUBLIC CHARITY | WIZO, FOUNDED IN 1920, IS AN INTERNATIONAL ORGANIZATION OF VOLUNTEERS WORKING TOGETHER TO IMPROVE THE LIVES OF WOMEN, CHILDREN, AND THE ELDERLY LIVING IN ISRAEL.WIZO'S MEMBERS WORK TO SUPPORT OVER 800 WIZO PROGRAMS IN ISRAEL, INCLUDING CHILD CARE CENTERS, SCHOOLS, SHELTERS FOR BATTERED WOMEN AND GIRLS IN DISTRESS, AND SERVICES FOR THE ELDERLY. | $2,500 |
| WIZO | ||||||
| 950 THIRD AVENUE STE 2803 | NEW YORK | NY | 10022 | PUBLIC CHARITY | WIZO, FOUNDED IN 1920, IS AN INTERNATIONAL ORGANIZATION OF VOLUNTEERS WORKING TOGETHER TO IMPROVE THE LIVES OF WOMEN, CHILDREN, AND THE ELDERLY LIVING IN ISRAEL.WIZO'S MEMBERS WORK TO SUPPORT OVER 800 WIZO PROGRAMS IN ISRAEL, INCLUDING CHILD CARE CENTERS, SCHOOLS, SHELTERS FOR BATTERED WOMEN AND GIRLS IN DISTRESS, AND SERVICES FOR THE ELDERLY. | $10,000 |
| CATHOLIC CHARITIES | ||||||
| 2050 BALLENGER AVENUE SUITE 400 | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | THE MISSION OF CATHOLIC CHARITIES IS TO PROVIDE SERVICE TO PEOPLE IN NEED, TO ADVOCATE FOR JUSTICE IN SOCIAL STRUCTURES, AND TO CALL THE ENTIRE CHURCH AND OTHER PEOPLE OF GOOD WILL TO DO THE SAME. | $7,500 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PUBLIC CHARITY | THE MISSION OF THE BREAST CANCER RESEARCH FOUNDATION IS TO PREVENT AND CURE BREAST CANCER BY ADVANCING THE WORLD'S MOST PROMISING RESEARCH. | $20,000 |
| CURRIKI | ||||||
| 20660 STEVENS CREEK BOULEVARD 332 | CUPERTINO | CA | 95014 | PUBLIC CHARITY | THEY ARE THE LEADING ONLINE COMMUNITY FOR TEACHERS, STUDENTS, & PARENTS TO FIND FREE LEARNING RESOURCES. | $50,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | PUBLIC CHARITY | THEIR VISION IS TO IMPROVE CENTRAL PARK. | $10,000 |
| GABRIELLE'S ANGEL FOUNDATION FOR CANCER RESEARCH INC | ||||||
| 420 LEXINGTON AVE SUITE 226 | NEW YORK | NY | 10170 | PUBLIC CHARITY | THEIR VISION IS TO FIND LESS TOXIC TREATMENTS FOR PATIENTS WITH LEUKEMIA, LYMPHOMA, AND RELATED CANCERS. | $90,000 |
| COLUMBIA GRAMMAR & PREPARATORY SCHOOL | ||||||
| 5 W 93RD ST | NEW YORK | NY | 10025 | PUBLIC CHARITY | THEIR VISION IS TO HELP BALANCE RIGOROUS COMPREHENSIVE COLLEGE PREPARATORY CURRICULUM WITH HEALTHY SOCIAL AND EMOTIONAL DEVELOPMENT. | $100,000 |
| PROVIDENCE DAY SCHOOL | ||||||
| 5800 SARDIS ROAD | CHARLOTTE | NC | 28270 | PUBLIC CHARITY | ELEMENTARY, SECONDARY EDUCATION | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $540,000 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,455 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,648 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,648 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BRIAN Z FRANCE | ||||||
| 1 | 1925 S ATLANTIC AVENUE | DAYTONA BEACH | FL | 32118 | $537,000 | Yes (X) |
| MARK LAZARUS | ||||||
| 2 | 6 SHERWOOD FARM LANE | GREENWICH | CT | 06831 | $10,000 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US TRUST INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $13,013 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,013 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $149,409 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Comments