HUDSON FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON FAMILY FOUNDATION INC (EIN 65-0753612)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2018-08-28
- IRS object ID
- 201802409349100510
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-28T15:08:01-05:00 | ReturnTs |
| Tax Period End | 2018-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591363792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEEFE MCCULLOUGH & CO LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 N FEDERAL HIGHWAY SUITE 410 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650753612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 9543565800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 SE 17TH STREET NO 107 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY J BODENWEBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9543565800 | PhoneNum |
| Signature | 2018-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH D LEO | PreparerPersonNm |
| PTIN | P00425026 | PTIN |
| Phone | 9547710896 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,297,927 | 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 | $141,773 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $141,773 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $250,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $250,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $328,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,931,568 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $328,989 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $721,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $721,033 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,634 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,546 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80,546 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,457 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,730 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $482,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $482,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $676,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,730 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $482,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $575,303 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,873 | CashBOYAmt |
| Cash EOY | $20,386 | CashEOYAmt |
| Cash EOYFMV | $20,386 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $222,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $412,215 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $412,215 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $8,125 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $8,125 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $8,125 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $8,125 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $2,307,464 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,774,571 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,774,571 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $5,512,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,666,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,244,628 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,628,725 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,858,532 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,838,002 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,693,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,740,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,297,927 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,569 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,346 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,569 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,346 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,691,534 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,735,810 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,691,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,735,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,693,103 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,740,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,691,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,735,810 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,735,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| DTE ENERGY CO JR SUB PREFERRED - QTY: 14 SHS | 2017-05-03 | $366 | $365 | $1 | $1 | |
| PUBLIC STORAGE DEP - QTY: 25 SHS | 2017-05-09 | $636 | $623 | $13 | $13 | |
| PUBLIC STORAGE DEP - QTY: 25 SHS | 2017-05-10 | $637 | $623 | $14 | $14 | |
| MORGAN STANLEY - QTY: 25 SHS | 2017-05-18 | $701 | $658 | $43 | $43 | |
| PUBLIC STORAGE DEP - QTY: 25 SHS | 2017-05-18 | $636 | $623 | $13 | $13 | |
| MORGAN STANLEY - QTY: 76 SHS | 2017-05-19 | $2,130 | $2,001 | $129 | $129 | |
| PUBLIC STORAGE DEP - QTY: 27 SHS | 2017-05-19 | $687 | $673 | $14 | $14 | |
| ALPHABET INC - QTY: 109 SHS | 2017-06-15 | $104,362 | $45,109 | $59,253 | $59,253 | |
| AMAZON.COM INC - QTY: 115 SHS | 2017-06-15 | $110,844 | $35,821 | $75,023 | $75,023 | |
| APPLE INC. - QTY: 667 SHS | 2017-06-15 | $96,408 | $55,059 | $41,349 | $41,349 | |
| FACEBOOK INC - QTY: 1,106 SHS | 2017-06-15 | $163,067 | $128,055 | $35,012 | $35,012 | |
| ISHARES RUSSELL 1000 GROWTH - QTY: 5,119 SHS | 2017-06-15 | $605,996 | $545,632 | $60,364 | $60,364 | |
| MICROSOFT CORP - QTY: 1,401 SHS | 2017-06-15 | $97,071 | $81,480 | $15,591 | $15,591 | |
| THORNBURG INVESTMENT INC BUILDER - QTY: 3,342 SHS | 2017-06-28 | $70,592 | $69,707 | $885 | $885 | |
| DOMINION ENERGY INC - QTY: 190 SHS | 2017-07-14 | $14,359 | $14,695 | -$336 | -$336 | |
| INTERNATIONAL BUSINESS MACHS - QTY: 278 SHS | 2017-07-24 | $40,880 | $45,142 | -$4,262 | -$4,262 | |
| DOMINION ENERGY INC - QTY: .7296 SHS | 2017-07-31 | $56 | $52 | $4 | $4 | |
| PRAXAIR INC - QTY: 738 SHS | 2017-08-07 | $96,113 | $88,122 | $7,991 | $7,991 | |
| SPDR S&P 500 ETF TRUST - QTY: 1,947 SHS | 2017-08-07 | $480,303 | $426,070 | $54,233 | $54,233 | |
| AGNC INVT CORP - QTY: 8 SHS | 2017-08-18 | $206 | $196 | $10 | $10 | |
| AGNC INVT CORP -QTY: 59 SHS | 2017-08-21 | $1,517 | $1,444 | $73 | $73 | |
| AGNC INVT CORP - QTY: 40 SHS | 2017-08-22 | $1,029 | $979 | $50 | $50 | |
| AGNC INVT CORP - QTY: 25 SHS | 2017-08-23 | $644 | $612 | $32 | $32 | |
| AGNC INVT CORP - QTY: 25 SHS | 2017-08-24 | $644 | $612 | $32 | $32 | |
| AGNC INVT CORP - QTY: 28 SHS | 2017-08-25 | $721 | $685 | $36 | $36 | |
| PUBLIC STORAGE DEP - QTY: 25 SHS | 2017-08-30 | $622 | $625 | -$3 | -$3 | |
| PUBLIC STORAGE DEP - QTY: 53 SHS | 2017-08-31 | $1,318 | $1,325 | -$7 | -$7 | |
| PUBLIC STORAGE DEP -QTY: 82 SHS | 2017-09-01 | $2,042 | $2,050 | -$8 | -$8 | |
| ISHARES MSCI EMERGING MKTS IND F - QTY: 1,883 SHS | 2017-09-25 | $85,995 | $71,905 | $14,090 | $14,090 | |
| ENDURANCE SPECIALTY HLDGS LTD - QTY: 100 SHS | 2017-10-12 | $2,538 | $2,496 | $42 | $42 | |
| ENDURANCE SPECIALTY HLDGS LTD - QTY: 79 SHS | 2017-10-19 | $2,005 | $1,971 | $34 | $34 | |
| ENDURANCE SPECIALTY HLDGS LTD - QTY: 94 SHS | 2017-10-23 | $2,350 | $2,345 | $5 | $5 | |
| ENDURANCE SPECIALTY HLDGS LTD - QTY:25 SHS | 2017-10-24 | $625 | $624 | $1 | $1 | |
| GEORGIA POWER - QTY: 121 SHS | 2017-10-24 | $12,100 | $12,449 | -$349 | -$349 | |
| AGNC INVT CORP - QTY: 2 SHS | 2018-01-02 | $52 | $49 | $3 | $3 | |
| AGNC INVT CORP - QTY: 3 SHS | 2018-01-02 | $78 | $74 | $4 | $4 | |
| AMERICAN FINL GROUP INC OHIO- QTY: 6 SHS | 2018-01-02 | $157 | $151 | $6 | $6 | |
| AMERICAN HOMES 4 RENT - QTY: 5 SHS | 2018-01-02 | $133 | $129 | $4 | $4 | |
| ASHFORD HOSPITALITY TR INC - QTY: 2 SHS | 2018-01-02 | $50 | $49 | $1 | $1 | |
| BANK AMER CORP. - QTY: 4 SHS | 2018-01-02 | $108 | $99 | $9 | $9 | |
| BERKLEY W R CORP SUB DEB 56 - QTY: 4 SHS | 2018-01-02 | $104 | $100 | $4 | $4 | |
| CHS INC PFD CL B SER 2 - QTY: 3 SHS | 2018-01-02 | $83 | $84 | -$1 | -$1 | |
| CHS INC. - QTY: 9 SHS | 2018-01-02 | $239 | $245 | -$6 | -$6 | |
| CHIMERA INVT CORP - QTY: 7 SHS | 2018-01-02 | $181 | $175 | $6 | $6 | |
| DTE ENERGY CO JR SUB PREFERRED - QTY: 2 SHS | 2018-01-02 | $54 | $52 | $2 | $2 | |
| EBAY PREFERRED - QTY: 6 SHS | 2018-01-02 | $162 | $150 | $12 | $12 | |
| ENTERY LA LLC AUTOCAL - QTY: 3 SHS | 2018-01-02 | $75 | $75 | $0 | $0 | |
| GABELLI DVD & INC TR - QTY: 1 SHS | 2018-01-02 | $25 | $25 | $0 | $0 | |
| HUNTINGTON BANC DEP SHS - QTY: 6 SHS | 2018-01-02 | $165 | $149 | $16 | $16 | |
| INTEGRYS ENERGY GROUP - QTY: 8 SHS | 2018-01-02 | $220 | $209 | $11 | $11 | |
| LEGG MASON INC - QTY: 5 SHS | 2018-01-02 | $134 | $124 | $10 | $10 | |
| MORGAN STANLEY - QTY: 1 SHS | 2018-01-02 | $28 | $28 | $0 | $0 | |
| NEXTERA ENERGY CAPITAL - QTY:6 SHS | 2018-01-02 | $153 | $152 | $1 | $1 | |
| PS BUSINESS PKS INC - QTY: 6 SHS | 2018-01-02 | $151 | $150 | $1 | $1 | |
| PUBLIC STORAGE DEP - QTY:1 SHS | 2018-01-02 | $25 | $25 | $0 | $0 | |
| PUBLIC STORAGE DEP - QTY:3 SHS | 2018-01-02 | $77 | $75 | $2 | $2 | |
| REINSURANCE GROUP AMER INC - QTY: 1 SHS | 2018-01-02 | $28 | $28 | $0 | $0 | |
| SEASPAN CORP - QTY: 9 SHS | 2018-01-02 | $229 | $224 | $5 | $5 | |
| STATE STREET CORP - QTY: 2 SHS | 2018-01-02 | $54 | $50 | $4 | $4 | |
| TWO HBRS INVT CORP - QTY: 8 SHS | 2018-01-02 | $210 | $202 | $8 | $8 | |
| US CELLULAR CORP - QTY: 8 SHS | 2018-01-02 | $207 | $201 | $6 | $6 | |
| WESTERN ALLIANCE - QTY: 8 SHS | 2018-01-02 | $210 | $207 | $3 | $3 | |
| NEWELL BRANDS, INC. - QTY: 1,500 SHS | 2018-01-29 | $37,604 | $46,020 | -$8,416 | -$8,416 | |
| UNION PAC CORP - QTY: 889 SHS | 2018-01-29 | $118,289 | $88,446 | $29,843 | $29,843 | |
| FEDERATED STRATEGIC VALUE - QRTY: 46,675.408 SHS | 2018-02-08 | $271,651 | $296,049 | -$24,398 | -$24,398 | |
| VANGUARD REAL EST ETF - QTY: 1,071 SHS | 2018-02-08 | $79,809 | $91,844 | -$12,035 | -$12,035 | |
| GOLDMAN SACHS ABS RETURN - QTY: 21,703 SHS | 2018-02-15 | $208,568 | $207,700 | $868 | $868 | |
| LITMAN GREGORY MASTERS - QTY:18,161.71 SHS | 2018-02-15 | $211,947 | $211,766 | $181 | $181 | |
| ENERGY SELECT SECTOR - QTY: 3,064 SHS | 2018-02-16 | $209,504 | $217,718 | -$8,214 | -$8,214 | |
| KRAFT HEINZ - QTY: 1,548 SHS | 2018-03-01 | $105,960 | $119,698 | -$13,738 | -$13,738 | |
| COMCAST CORP CL A - QTY: 1,378 SHS | 2018-03-12 | $50,379 | $45,343 | $5,036 | $5,036 | |
| ENERGY SELECT SECTOR - QTY: 2,274 SHS | 2018-03-12 | $152,076 | $158,717 | -$6,641 | -$6,641 | |
| INDUSTRIAL SELECT SECTOR - QTY: 1,611 SHS | 2018-03-12 | $122,861 | $106,480 | $16,381 | $16,381 | |
| VANGUARD MATERIAL ETF - QTY: 866 SHS | 2018-03-12 | $117,475 | $103,549 | $13,926 | $13,926 | |
| FACEBOOK INC - QTY: 596 SHS | 2018-03-22 | $99,753 | $106,305 | -$6,552 | -$6,552 | |
| GENERAL ELECTRIC CO - QTY: 3,519 SHS | 2018-03-27 | $46,770 | $59,970 | -$13,200 | -$13,200 | |
| CARNIVAL CORP - QTY: 1,502 SHS | 2018-04-16 | $95,330 | $98,865 | -$3,535 | -$3,535 | |
| WASH SALE BASIS ADJUSTMENT | 2018-04-30 | $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $328,989 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $450,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,855,269 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037975 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $560,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,070,483 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046421 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $507,255 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,725,715 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039861 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,167,020 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,876,769 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090630 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $580,565 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,111,809 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044278 | DistributionYr5Rt |
| Total Distribution | 0.259165 | TotalDistributionRt |
| Average Distribution | 0.051833 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,248,173 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $634,860 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,753 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $640,613 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $482,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,346 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | REVA FLETCHER | IndividualWithBooksNm |
| Phone | 9543565800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 SE 17TH STREET 107 | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | 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 |
|---|---|---|---|---|---|---|---|---|
| HOLLY J BODENWEBER | ||||||||
| 1535 SE 17TH STREET SUITE 107 | FT LAUDERDALE | FL | 33316 | PRESIDENT/TREASURER | 25.00 | $50,000 | $0 | $0 |
| STEVEN W HUDSON | ||||||||
| 1535 SE 17TH STREET SUITE 107 | FT LAUDERDALE | FL | 33316 | VICE-PRESIDENT/ SECRETARY | 20.00 | $45,000 | $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 | $9,792,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $468,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,174,241 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,434,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,434,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,248,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $612,409 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $612,409 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,506 | TotalTaxAmt |
| Distributable Before Adj | $600,903 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $600,903 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $600,903 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $482,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $482,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $482,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $600,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $538,938 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $538,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $482,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $482,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $118,603 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $118,603 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $420,335 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $420,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $420,335 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF BROWARD CTY | |||||||
| 1401 NE 26TH ST | WILTON MANORS | FL | 33311 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| BROWARD HEALTH FOUNDATION | |||||||
| 1201 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | NONE | POF | GENERAL CONTRIBUTION | $50,000 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW 5TH AVE | FT LAUDERDALE | FL | 33312 | NONE | POF | GENERAL CONTRIBUTION | $45,000 |
| CHARITY GUILD OF FORT LAUDERDALE | |||||||
| PO BOX 39555 | FORT LAUDERDALE | FL | 33339 | NONE | PC | GENERAL CONTRIBUTION | $10,000 |
| FORT LAUDERDALE MUSEUM OF ART | |||||||
| ONE EAST LAS OLAS BLVD | FT LAUDERDALE | FL | 33301 | NONE | PC | GENERAL CONTRIBUTION | $60,000 |
| HABITAT FOR HUMANITY | |||||||
| 3564 N OCEAN BLVD | FORT LAUDERDALE | FL | 33308 | NONE | PC | GENERAL CONTRIBUTION | $50,000 |
| HUMANE SOCIETY OF BROWARD | |||||||
| 2070 GRIFFIN ROAD | FT LAUDERDALE | FL | 33312 | NONE | PC | GENERAL CONTRIBUTION | $14,000 |
| JACK AND JILL CHILDRENS CENTER INC | |||||||
| 1315 W BROWARD BLVD | FORT LAUDERDALE | FL | 33312 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | NONE | PC | GENERAL CONTRIBUTION | $20,000 |
| MISCELLANEOUS | |||||||
| 1535 SE 17TH STREET | FORT LAUDERDALE | FL | 33316 | NONE | PC | GENERAL CONTRIBUTION | $44,300 |
| MOSS FAMILY FOUNDATION | |||||||
| 2101 N ANDREWS AVE | WILTON MANORS | FL | 33311 | NONE | PF | GENERAL CONTRIBUTION | $6,500 |
| PINE CREST SCHOOL | |||||||
| 1501 NE 62ND STREET | FORT LAUDERDALE | FL | 33334 | NONE | SCHOOL | GENERAL CONTRIBUTION | $50,000 |
| THE FRIENDS OF BIRCH STATE PARK | |||||||
| 3109 EAST SUNRISE BLVD | FORT LAUDERDALE | FL | 33304 | NONE | PC | GENERAL CONTRIBUTION | $11,500 |
| THE SOUTH FLORIDA CHAPTER OF THE CYSTIC FIBROSIS FOUNDATION | |||||||
| 3443 NW 55TH ST 1 | FORT LAUDERDALE | FL | 33309 | NONE | POF | GENERAL CONTRIBUTION | $5,000 |
| YOUNG AT ART CHILDREN'S MUSEUM | |||||||
| 11584 STATE RD 84 | DAVIE | FL | 33325 | NONE | PC | GENERAL CONTRIBUTION | $1,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | NONE | SCHOOL | GENERAL CONTRIBUTION | $50,000 |
| WOMEN IN DISTRESS OF BROWARD COUNTY INC | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | NONE | PC | GENERAL CONTRIBUTION | $5,000 |
| YMCA OF SOUTH FLORIDA | |||||||
| 900 SE 3RD AVE 300 | FORT LAUDERDALE | FL | 33316 | NONE | PC | GENERAL CONTRIBUTION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $482,300 | 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 | $141,773 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $328,989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $721,033 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $721,033 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,600 | Amt |
| Net Investment Income | $2,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $5,666,327 | EOYBookValueAmt |
| EOYFMV | $6,244,628 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | AT COST | $2,340,815 | $2,321,810 |
| REAL ESTATE INVESTMENTS | AT COST | $594,243 | $583,293 |
| ALTERNATIVE STRATEGY | AT COST | $923,474 | $932,899 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $80,546 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $80,546 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $1,569 | BOYBookValueAmt |
| EOY Book Value | $4,346 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - OTHER | $6,043 | $0 | $0 |
| PAYROLL TAXES | $7,268 | $3,634 | $0 |
Comments