DR JOHN T MACDONALD FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DR JOHN T MACDONALD FOUNDATION INC (EIN 59-0818918)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-22
- IRS object ID
- 201841739349100304
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-22T11:41:44-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650356804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBINS & MORONEY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SE 10TH STREET | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | 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 | 590818918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOHN T MACDONALD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRJO | BusinessNameControlTxt |
| Phone | 3056676017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE SUITE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM GREENE LCSW | PersonNm |
| Person Title | EXEC. DIR. | PersonTitleTxt |
| Phone | 3056676017 | PhoneNum |
| Signature | 2018-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ROBBINS | PreparerPersonNm |
| PTIN | P01210648 | PTIN |
| Phone | 9544673100 | PhoneNum |
| Preparation | 2018-06-22 | PreparationDt |
| 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 | $22,960,388 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $37,285 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,502 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,502 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $473,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $473,217 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $429,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,381,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $429,900 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,144 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $918 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $946,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $908,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,657 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,666 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $149,991 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $19,828 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,983 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,846 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,999 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,500 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $22,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,955 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,079 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,079 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $78,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,182 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,916 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,242 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,424 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,866 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,527 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,902 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $420,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $260,476 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,231,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,193,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,651,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,453,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$705,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $833,176 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $524,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,914,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,914,181 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $9,068 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $6,577 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $9,068 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $9,068 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $8,548 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,362 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,362 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $20,480,278 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,024,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,024,577 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,626 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,626 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,409 | OtherAssetsBOYAmt |
| Total Assets BOY | $21,021,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,960,388 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,960,388 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,704 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,375 | AccountsPayableEOYAmt |
| Grants Payable BOY | $150,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $187,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $366,051 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $452,567 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $519,755 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $641,442 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $20,501,826 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,318,946 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,501,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,318,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,021,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,960,388 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,501,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$705,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,551,789 | OtherIncreasesAmt |
| Subtotal | $22,347,784 | SubtotalAmt |
| Other Decreases | $28,838 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,318,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BRECKINRIDGE INTER GOV'T CRED (P.3) | P | $79,658 | $79,753 | -$95 | -$95 |
| BRECKINRIDGE INTER GOV'T CRED (P.3) | P | $144,797 | $145,211 | -$414 | -$414 |
| BRECKINRIDGE LIM GOV'T CRED (P.3&4) | P | $207,001 | $208,251 | -$1,250 | -$1,250 |
| BRECKINRIDGE LIM GOV'T CRED (P.3&4) | P | $1,101,995 | $1,103,626 | -$1,631 | -$1,631 |
| EQUITY MUTUAL FUNDS (P.4&5) | P | $361,162 | $307,478 | $53,684 | $53,684 |
| EQUITY MUTUAL FUNDS (P.4&5) | P | $2,409,008 | $2,029,277 | $379,731 | $379,731 |
| CASH RESERVE (P.5&6) | P | $1,077,918 | $1,078,250 | -$332 | -$332 |
| K-1 NAUTIC PARTNERS V, LP | P | $207 | $207 | $207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $429,900 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $52,007 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,799,958 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,903,743 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.133945 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,397,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,405,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102412 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,123,251 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,290,545 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083954 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,925,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,854,805 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113166 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,190,603 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,848,873 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.186385 | DistributionYr5Rt |
| Total Distribution | 0.619862 | TotalDistributionRt |
| Average Distribution | 0.123972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,847,449 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,708,472 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,332 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,716,804 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,453,976 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,664 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,664 | SubtotalAmt |
| Tax Based On Investment Income | $16,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,568 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,568 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $7,096 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JTMACDONALDFDN.ORG | WebsiteAddressTxt |
| Individual With Books | EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 3056676017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE SUITE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|
| KIM GREENE LCSW | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | EXEC. DIR. | 40.00 | $166,657 | $24,999 | $0 |
| THOMAS M MARK MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DEAN H ROLLER MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | VICECHAIRMAN | 1.00 | $0 | $0 | $0 |
| JOE A REYES CPA | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOSEPH A ALLEN DDS | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT G BREIER ESQ | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALDO C BUSOT | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY W DIX CPA | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES A DUNN MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| R RODNEY HOWELL MDFAAP FACMG | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN C NORDT III MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN S PABALAN MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| R LATANAE PARKER JR MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STUART H SAVEDOFF DDS | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KARL SMILEY MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET C STARNER CFP | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANA L VICIANA MDMBAFCAP | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,089,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,090,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,180,151 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $22,180,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $332,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,847,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,092,372 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,092,372 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,664 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,664 | TotalTaxAmt |
| Distributable Before Adj | $1,075,708 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,075,708 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,075,708 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,453,976 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,453,976 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,453,976 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,075,708 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,824,233 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,679,057 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $903,350 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,251,802 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,761,839 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,420,281 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,453,976 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,075,708 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $378,268 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,798,549 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,824,233 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,974,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,679,057 | ExcessFromYear4Amt |
| Excess From Year3 | $903,350 | ExcessFromYear3Amt |
| Excess From Year2 | $1,251,802 | ExcessFromYear2Amt |
| Excess From Year1 | $1,761,839 | ExcessFromYear1Amt |
| Excess From Current Year | $378,268 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR JOHN T MACDONALD ATTN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056676017 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT FOUNDATION FOR APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT FOUNDATION FOR DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT FUND NATIONAL PROJECTS WHICH WOULD RESULT IN FUNDING LEAVING DADE COUNTY, FOR-PROFIT ORGANIZATIONS, SUPPORT OF POLITICAL CANDIDATES OR CAMPAIGNS, PROJECTS THAT PROMOTE A RELIGIOUS FAITH, DIRECT SUPPORT OF INDIVIDUALS, AND OTHER GRANT-MAKING FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SEE ATTACHED | |||||
| 1550 MADRUGA AVE STE 215 | CORAL GABLES | FL | 33146 | TO PROMOTE HEALTHCARE | $1,043,500 |
| SEE ATTACHED | |||||
| 1550 MADRUGA AVE STE 215 | CORAL GABLES | FL | 33146 | TO PROMOTE HEALTHCARE | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,193,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVE STE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | TO PROMOTE HEALTHCARE | GrantOrContributionPurposeTxt |
| Amt | $187,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $187,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,502 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $473,217 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $429,900 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 1 | $226 |
| K-1 CHISHOLM PARTNERS III, | 14 | $88 |
| K-1 NAUTIC PARTNERS V, LP | 14 | $830 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $908,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $908,763 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADELE H GODDARD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 LE JEUNE ROAD SUITE 201 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $36,285 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING AND TAX SERVICES | $9,955 | $4,000 | $5,955 |
| AUDIT SERVICES | $13,000 | $13,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRECKINRIDGE INTERMEDIATE 4466 | $1,007,243 | $1,007,243 |
| BRECKINRIDGE LTD GOVT 1736 | $3,017,787 | $3,017,787 |
| SCHWAB EQTY MUTUAL FUNDS 0426 | $16,769,734 | $16,769,734 |
| CHISHOLM PARTNERS III LP | $22,465 | $22,465 |
| NAVIS PARTNERS V | $207,348 | $207,348 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $5,626 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,626 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAXES | Desc |
| BOY Book Value | $1,409 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS K-1 NAUTIC PARTNERS V, LP | Desc |
| Amt | $28,838 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| AUTOMOBILE | $908 | $91 | $822 |
| WORKSHOPS AND SEMINARS | $625 | $219 | $406 |
| DUES AND SUBSCRIPTIONS | $1,285 | $1,400 | |
| INSURANCE | $25,048 | $6,763 | $18,240 |
| COMPUTER AND INTERNET EXPENSE | $6,358 | $1,908 | $6,979 |
| BOARD MEETING EXPENSE | $6,895 | $8,379 | |
| OFFICE EXPENSE | $3,731 | $1,306 | $2,445 |
| POSTAGE | $125 | $44 | $81 |
| TELEPHONE | $2,147 | $644 | $1,150 |
| SPECIAL PROJECTS | $1,000 | $1,000 | |
| K-1 CHISHOLM PARTNERS III, LP | $325 | $325 | |
| OTHER DEDUCTIONS | |||
| K-1 NAUTIC PARTNERS V, LP- | $227 | $227 | |
| OTHER DEDUCTIONS |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $226 | |
| K-1 CHISHOLM PARTNERS III, LP | $88 | $88 |
| K-1 NAUTIC PARTNERS V, LP | $830 | $830 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $2,542,867 |
| UNREALIZED GAIN K-1 CHISHOLM PARTNERS III, LP | $8,922 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EMPLOYEE BENEFITS PAYABLE | $327,182 | $353,760 |
| FEDERAL EXCISE TAXES PAYABLE | $9,527 | |
| DEFERRED FEDERAL EXCISE TAXES | $38,869 | $89,280 |
| PAYABLE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY & MGMT FEES | CategoryTxt |
| Amt | $35,079 | Amt |
| Net Investment Income | $35,079 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSES | $278 | $278 | |
| PAYROLL TAXES | $11,820 | $10,638 | $1,182 |
| EXCISE TAX | $66,347 |
Comments