ADVOCARE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ADVOCARE FOUNDATION (EIN 47-4090375)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201833199349104123
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

FieldValueIRS element (for citing)
Return2018-11-15T15:19:08-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112400 COIT ROAD SUITE 1000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474090375EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCARE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADVOBusinessNameControlTxt
Phone9656655800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 SUMMIT AVEAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75074ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT WHITEPersonNm
Person TitleCONTROLLERPersonTitleTxt
Phone9656655800PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC B LEIB CPAPreparerPersonNm
PTINP00670169PTIN
Phone2143465800PhoneNum
Preparation2018-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.48.205.219IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm10:02:47IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC73C4D2823BF1BF2332D46428573C080EDED90AAtSubmissionCreationDeviceId
At Submission Filing Device Id8A5CEE3CFD0CB5C391BED51A02F75265A43C9097AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,770,744FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$579,166ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,805DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,805DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,742NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,261,002GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,742CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$606,731TotalRevAndExpnssAmt
Total Net Invst Incm$27,565TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$15,537OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,537OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$211TaxesRevAndExpnssAmt
Taxes Net Invst Incm$211TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,748TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,748TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$165,748TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,748TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$150,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$440,983ExcessRevenueOverExpensesAmt
Net Investment Income$11,817NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,397CashBOYAmt
Cash EOY$50,563CashEOYAmt
Cash EOYFMV$50,563CashEOYFMVAmt
Other Investments BOY$1,301,539OtherInvestmentsBOYAmt
Other Investments EOY$1,720,181OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,720,181OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,302,936TotalAssetsBOYAmt
Total Assets EOY$1,770,744TotalAssetsEOYAmt
Total Assets EOYFMV$1,770,744TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,302,936UnrestrictedBOYAmt
Unrestricted EOY$1,770,744UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,302,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,770,744TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,302,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,770,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,302,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$440,983ExcessRevenueOverExpensesAmt
Other Increases$26,825OtherIncreasesAmt
Subtotal$1,770,744SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,770,744TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,259,559$1,256,260$3,299$3,299
CAPITAL GAINS DIVIDENDS$1,443$1,443$1,443P
FieldValueIRS element (for citing)
Capital Gain Net Income$4,742CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$146,930AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,048,394NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.140148DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$367,475NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.140148TotalDistributionRt
Average Distribution0.070074AverageDistributionRt
Net Vl Noncharitable Assets$1,593,245NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$111,645AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$118NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$111,763AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$118InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$118SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$118TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$118TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://ADVOCAREFOUNDATION.ORG/WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9656655800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12801 SUMMIT AVEAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75074ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALLISON LEVY
4170 LOMITA LANEDALLASTX75228PRESIDENT2.00$0$0$0
STACEY CERNICKY
500 BRISTOL DRALLENTX75013SECRETARY2.00$0$0$0
JENNI MCGAHA
6821 LEMANS COURTPLANOTX75024BOARD MEMBER2.00$0$0$0
DEBBIE COOK
11756 GREENWOOD SPRINGRIDGE DRSHREVEPORTLA71129BOARD MEMBER2.00$0$0$0
ROBERT WHITE
6402 LIBERTY COURTFRISCOTX75035TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,598,680AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,828AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,617,508TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,617,508AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,263CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,593,245NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,662MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,662MinimumInvestmentReturnAmt
Tax Based On Investment Income$118TaxBasedOnInvestmentIncomeAmt
Total Tax$118TotalTaxAmt
Distributable Before Adj$79,544DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$79,544DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$79,544DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$118PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$149,882AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79,544DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$76,136ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$76,136TotalExcessDistributionCyovAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$79,544AppliedToCurrentYearAmt
Remaining Distri From Corpus$70,456RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$146,592TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$146,592ExcessDistriCyovToNextYrAmt
Excess From Year1$76,136ExcessFromYear1Amt
Excess From Current Year$70,456ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWHITNEY STRAUSSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12801 SUMMIT AVENUEAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75074ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9726655812RecipientPhoneNum
Recipient Email AddressWSTRAUSS@ADVOCARE.COMRecipientEmailAddressTxt
Form And Info And MaterialsADVOCARE FOUNDATION GRANT APPLICATION, BRIEF DESCRIPTION OF THE ORGANIZATION'S MISSION, STATEMENT OF NEED, NUMBER AND DESCRIPTION OF PEOPLE WHO WILL BENEFIT FROM THIS PROGRAM, TIMELINE FOR PROJECT START-UP, COMPLETION AND EXPENDITURE OF FUNDS, DESCRIPTION OF DESIRED IMPACT FROM THE PROGRAM AND WHAT EVALUATION COMPONENT(S) WILL BE USED TO MEASURE SUCCESS, ENTITIES ASKED TO GIVE SIGNIFICANT FINANCIAL SUPPORT TO THE PROPOSED PROGRAM, ORGANIZATIONAL BUDGET, PROJECT BUDGET, MOST RECENT AUDITED FINANCIAL STATEMENT, LIST OF BOARD MEMBERS AND COPY OF TAX STATUS LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesAPRIL 20, 2017SubmissionDeadlinesTxt
Restrictions On AwardsGRANT REQUESTS FOR ENDOWNMENT FUND WILL NOT BE CONSIDERED. GRANT AMOUNTS RANGE FROM $10,000 TO $250,000(MULTI-YEAR PAYMENT). GRANT WILL BE AWARDED IN MID-JULY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUBS OF METRO ATL
1275 PEACHTREE STREET NE STE 500ATLANTAGA30309NONE501C3TO INCREASE AWARENESS OF CHILDHOOD OBESITY$25,000
LA'S BEST
200 N SPRING ST STE M-120LOS ANGELESCA90012NONE501C3TO INCREASE AWARENESS OF CHILDHOOD OBESITY$25,000
YMCA METROPOLITAN DALLAS
601 N AKARD STDALLASTX75201NONE501C3TO INCREASE AWARENESS OF CHILDHOOD OBESITY$25,000
REAL SCHOOL GARDENS
1700 UNIVERSITY DRIVE SUITE 260FORTH WORTHTX76107NONE501C3TO INCREASE AWARENESS OF CHILDHOOD OBESITY$25,000
VETRI COMMUNITY PARTNERSHIP
211 N 13TH STREET SUITE 303PHILADELPHIAPA19107NONE501C3TO INCREASE AWARENESS OF CHILDHOOD OBESITY$25,000
THE CENTER HELPING OBESTIY IN CHILDREN END SUCCESSFULLY INC
1275 SHILOH ROAD NW SUITE 2660KENNESAWGA30144NONE501C3TO INCREASE AWARENESS OF CHILDHOOD OBESITY$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,805ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,742ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$27,565ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,565TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ADVOCARE INTERNATIONAL LP
12801 SUMMIT AVEPLANOTX75074$500,000Yes (X)
BRIAN CONNOLLY
27 CROYDON RDMORRISTOWNNJ07960$10,000Yes (X)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,720,181BookValueAmt
EOYFMV$1,720,181EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$25,899
OTHER DIFFERENCES$926

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$15,537Amt
Net Investment Income$15,537NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$211Amt
Net Investment Income$211NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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