RENEE & TEDS BIG HEART FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RENEE & TEDS BIG HEART FOUNDATION (EIN 26-1615064)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349101022
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T10:01:59-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262890453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERO EVAUL & MCCLOSKEY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 W SUNRISE BLVD SUITE 200 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33322 | 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 | 261615064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE & TEDS BIG HEART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 2039777443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DAY PITNEY ONE CANTERBURY GREEN | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MARKOWITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2039777443 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT EVAUL | PreparerPersonNm |
| PTIN | P00853288 | PTIN |
| Phone | 3057643877 | PhoneNum |
| Preparation | 2018-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.229.49.214 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 10:36:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 10098B6AAF4EAA1E5C2E3C2F4E1734E46BC797BA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0A162DCA6306BE1CB2DF30AE8A0B674FE8E19768 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,042,199 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,648 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,815 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $261,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,815 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,520 | 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 |
| Legal Fees Rev And Expnss | $5,548 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,548 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,972 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,015 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,015 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$6 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $12,319 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $380 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $380 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $947,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $920,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,041,819 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $959,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $920,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,042,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,016,657 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,016,657 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$57,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$96,158 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $959,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $920,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $959,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $920,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $959,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,015 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $920,499 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $920,499 | 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 |
|---|---|---|---|---|---|
| SEI | P | $31,699 | $30,344 | $1,355 | $1,355 |
| SEI | P | $208,567 | $202,167 | $6,400 | $6,400 |
| CAPITAL GAINS DIVIDENDS | P | $21,060 | $21,060 | $21,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,815 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,684 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $946,668 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051427 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,257 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,020,812 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050212 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,205 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,082,786 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039902 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,021,375 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037205 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,939 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $988,794 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061630 | DistributionYr5Rt |
| Total Distribution | 0.240376 | TotalDistributionRt |
| Average Distribution | 0.048075 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,000,002 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,075 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $400 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,475 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,015 | 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 | $400 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $400 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $400 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $400 | TaxDueAmt |
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 | CT | 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 | GERO EVAUL MCCLOSKEY | IndividualWithBooksNm |
| Phone | 3057643877 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 W SUNRISE BLVD STE 200 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33322 | 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 (5 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW D MARKOWITZ | |||||||||||
| 10216 LEXINGTON ESTATES BLVD | BOCA RATON | FL | 33428 | TRUSTEE | 2.00 | $0 | $0 | $0 | |||
| RENEE MARKOWITZ | |||||||||||
| 10216 LEXINGTON ESTATES BLVD | BOCA RATON | FL | 33428 | TRUSTEE | 2.00 | $0 | $0 | $0 | |||
| MICHAEL C MARKOWITZ | |||||||||||
| 10 INA RD | NEEDHAM | MA | 02492 | TRUSTEE | 2.00 | $0 | $0 | $0 | |||
| FRANCESCA M POJDL | |||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | CHALET TED DOMAINE DE LA FORET 1884 | VILLARSSUROLLON | SZ | ||||
| DARREN M WALLACE | |||||||||||
| C/O DAY PITNEY ONE CANTERBURY | GREEN STAMFORD | CT | 06901 | ADMINISTRATIVE TRUSTEE | 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 | $1,014,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $387 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,015,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,015,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,000,002 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $400 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $400 | TotalTaxAmt |
| Distributable Before Adj | $49,600 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,600 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,600 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,015 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $400 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,615 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,600 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,426 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,426 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,589 | 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 | $10,011 | 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) |
|---|---|---|
| Contributing Manager | ANDREW D MARKOWITZ | ContributingManagerNm |
| Contributing Manager | MICHAEL C MARKOWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BEST BUDDIES | ||||||||
| 100 SOUTHEAST SECOND STREET SUITE | 2200 | MIAMI | FL | 33131 | GENERAL | 501 (C)(3) | TO ESTABLISHING A GLOBAL VOLUNTEER MOVEMENT THAT CREATES OPPORTUNITIES FOR ONE-TO-ONE FRIENDSHIPS,INTEGRATED EMPLOYMENT AND LEADERSHIP DEVELOPMENT FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | $15,000 |
| WALK MULTIPLE SCLEROSIS | ||||||||
| 29777 TELEGRAPH RD SUITE 1651 | SOUTHFIELD | MI | 48034 | GENERAL | 501 (C)(3) | BRING TOGETHER INDIVIDUALS WITH AND WITHOUT SPECIAL NEEDS BY OFFERING A VARIETY OF INCLUSIVE ENRICHMENT PROGRAMS | $1,000 | |
| THE CHILDREN'S HEART FOUNDATION | ||||||||
| PO BOX 244 | LINCOLNSHIRE | IL | 60069 | GENERAL | 501 (C)(3) | TO FUND THE MOST PROMISING RESERACH TO ADVANCE THE DIAGNOSIS, TREATMENT, AND PREVENTION OF CHDS.DS. | $500 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HWY E | FAIRFIELD | CT | 06825 | GENERAL | 501 (C)(3) | INVESTS IN CHILDHOOD - EVERY DAY IN TIMES OF CRISIS AND FOR OUR FUTURE. IN THE UNITED STATES AND AROUND THE WORLD, WE GIVE CHILDREN A HEALTHY START, THE OPPORTUNITY TO LEARN AND PROTECTION FROM HARM. | $50,000 | |
| SWIM ACROSS AMERICA | ||||||||
| 11600 N COMMUNITY HOUSE RD 100 | CHARLOTTE | NC | 28277 | GENERAL | 501 (C)(3) | UNITE THE SWIMMING COMMUNITY BY HOSTING BENEFIT SWIMS THAT RAISE MONEY TO FUND LIFE SAVING CANCER RESEARCH AND CLINICAL TRIALS. | $2,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | GENERAL | 501 (C)(3) | THE INSTITUTES IS INTERNATIONALLY KNOWN FOR ITS PIONEERING WORK IN CHILD BRAIN DEVELOPMENT AND FOR ITS PROGRAMS TO HELP BRAIN-INJURED CHILDREN ACHIEVE WELLNESS AND WELL CHILDREN ACHIEVE EXCELLENCE. | $500 | |
| BOCA RATON MUSEUM OF ART | ||||||||
| 501 PLAZA REAL MIZNER PARK | BOCA RATON | FL | 33432 | GENERAL | 501 (C)(3) | THE MUSEUM OF ART IS AN EDUCATIONAL AND CULTURAL FACILITY WHICH WAS ESTABLISHED TO PROMOTE AND ENCOURAGE THE UNDERSTANDING, ENJOYMENT, AND APPRECIATION OF FINE AND VISUAL ARTS THROUGH PERMANENT AND ROTATING EXHIBITS AND SPECIAL EVENTS. | $1,500 | |
| EMERSON COLLEGE | ||||||||
| 120 BOYLSTON ST | BOSTON | MA | 02116 | GENERAL | EDUCATIONAL INSTITUT | EDUCATION | $1,000 | |
| PRATT | ||||||||
| 200 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | GENERAL | EDUCATIONAL INSTITUT | EDUCATION | $1,000 | |
| BREAKTHROUGH BIKE CHALLENGE | ||||||||
| PO BOX 4359 | PHILADELPHIA | PA | 19118 | GENERAL | 501 (C)(3) | HOSTS AN ANNUAL BIKE RIDE. WITH THE HELP OF PARTICIPANTS, DONORS AND VOLUNTEERS, THIS FUN AND INSPIRATIONAL RIDE RAISES FUNDS THAT SUPPORT CANCER RESEARCH AT PENN MEDICINE'S ABRAMSON CANCER CENTER. | $515 | |
| DENVER UNIVERSITY | ||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | GENERAL | EDUCATIONAL INSTITUT | EDUCATION | $1,000 | |
| PRICE CENTER | ||||||||
| 27 CHRISTINA STREET | NEWTON | MA | 02461 | GENERAL | 501 (C)(3) | EMPOWERS INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO THRIVE IN THEIR LIVING, SOCIAL AND WORK COMMUNITIES. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,015 | 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 | $57 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,648 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,815 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,520 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS |
| 4 | TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS |
| 8 | TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEI PRIVATE TRUST COMPANY #481649T | StockNm |
| EOY Book Value | $920,119 | EOYBookValueAmt |
| EOYFMV | $1,041,819 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $5,548 | LegalFeesAmt |
| Net Investment Income | $5,548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEI INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $5,972 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,972 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments