BELTRAN FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BELTRAN FAMILY FOUNDATION INC (EIN 45-0498661)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201803179349101280
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T13:20:40-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010720052 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON BROWN ARGIZ & FARRA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 BRICKELL AVENUE 18TH FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 | 450498661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUNDACION CARLOS BELTRAN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUND | BusinessNameControlTxt |
| Phone | 3053735500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MBAF 1450 BRICKELL AVE 18TH FL | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KASHYAP BAKHAI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3053735500 | PhoneNum |
| Signature | 2018-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KASHYAP BAKHAI | PreparerPersonNm |
| PTIN | P00120352 | PTIN |
| Phone | 3053735500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.52.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-25 | IPDt |
| IP Tm | 13:43:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 81DE22CF9F7F0862406D1A466D95956A5FFF36F5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10D40757338076D52CC4237D125AC571E9019363 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,130,669 | 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 | $1,914,089 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,914,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,300 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $36,300 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,837 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,837 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,147 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $391 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,165 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $303,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $303,522 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $349,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,165 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $349,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $487,088 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $487,088 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $836,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,165 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $836,394 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,077,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,046,077 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,046,077 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $84,050 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,950 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $84,050 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $84,050 | AcctRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,958 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $933 | LandBOYAmt |
| Land EOY | $542 | LandEOYAmt |
| Land EOYFMV | $542 | LandEOYFMVAmt |
| Total Assets BOY | $55,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,130,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,130,669 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $50,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,127,669 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,127,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,130,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,077,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,127,669 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,127,669 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $241,649 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $86,262 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.801338 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $399,260 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $105,110 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.798497 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,643,315 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $114,360 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 14.369666 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,870 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,970 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 42.380471 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $66,222 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 63.349972 | TotalDistributionRt |
| Average Distribution | 12.669994 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $407,584 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,164,087 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,164,087 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $836,394 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | MORRISON BROWN ARGIZ FARRA LLP | IndividualWithBooksNm |
| Phone | 3053735500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 BRICKELL AVENUE 18TH FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JESSICA BELTRAN | ||||||||
| URB FLAMBOYAN C/17 I-8 | MANATI | PR | 00674 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM BRUNO | ||||||||
| C/O 1450 BRICKELL AVENUE 18TH FLOOR | MIAMI | FL | 33131 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRENDA ROSARIO | ||||||||
| C/O 1450 BRICKELL AVENUE 18TH FLOOR | MIAMI | FL | 33131 | SECRETARY | 0.00 | $0 | $0 | $0 |
| KASHYAP BAKHAI | ||||||||
| 1450 BRICKELL AVENUE 18TH FLOOR | MIAMI | FL | 33131 | TREASURER | 0.00 | $0 | $0 | $0 |
| CARLOS BELTRAN | ||||||||
| URB FLAMBOYAN C/17 I-8 | MANATI | PR | 00674 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILFREDO BELTRAN | ||||||||
| C/O 1450 BRICKELL AVENUE 18TH FLOOR | MIAMI | FL | 33131 | DIRECTOR | 0.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $413,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $413,791 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $413,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $407,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,379 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $20,379 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,379 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,379 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $836,394 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $836,394 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $836,394 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $125,721 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,637,597 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $394,004 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $237,338 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,394,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $836,394 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,379 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $816,015 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,210,675 | 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 | $3,210,675 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $125,721 | ExcessFromYear4Amt |
| Excess From Year3 | $1,637,597 | ExcessFromYear3Amt |
| Excess From Year2 | $394,004 | ExcessFromYear2Amt |
| Excess From Year1 | $237,338 | ExcessFromYear1Amt |
| Excess From Current Year | $816,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARLOS BELTRAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CARLOS BELTRAN BASEBALL ACADEMY | ||||||
| PO BOX 1115 | FLORIDA | PR | 00650 | PC | THE CARLOS BELTRAN FOUNDATION PROVIDES SCHOLARSHIPS IN NEW YORK FOR YOUNG ADULTS FROM LOWER INCOME FAMILIES. THE FOUNDATION ALSO SUPPORTS THE CARLOS BELTRAN BASEBALL ACADEMY IN PUERTO RICO. | $146,080 |
| ASTROS FOUNDATION | ||||||
| 501 CRAWFORD STREET | HOUSTON | TX | 77002 | PC | SCHOLARSHIPS | $25,000 |
| CRANE CARTAGE LLC | ||||||
| 2300 PRINCIPAL ROW 103 | ORLANDO | FL | 32837 | NC | TRANSPORTATION SERVICES RELATED TO HURRICANE MARIA RELIEF | $106,000 |
| NACC DISASTER SERVICES | ||||||
| 8524 HIGHWAY 6 N SUITE 474 | HOUSTON | TX | 77095 | PC | TRANSPORTATION SERVICES RELATED TO HURRICANE MARIA RELIEF | $156,800 |
| VARIOUS HURRICANE MARIA RELIEF EFFORT | ||||||
| 1450 BRICKELL AVE 18TH FL | MIAMI | FL | 33131 | NC | GENERAL DONATIONS AND ASSISTANCE FOR VICTIMS OF HURRICANE MARIA | $53,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $487,088 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$302,935 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$302,935 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$302,935 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | TRUST HAS FUND RAISING INCOME FROM A NIGHT IN OLD SAN JUAN AND LET'S |
| 2 | SCORE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (36 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANDREW ERIN HINCH | ||||||
| 1 | 59 WEST DOUBLE GREEN CIRCLE | THE WOODLANDS | TX | 77382 | $5,000 | Yes (X) |
| ASTROS FOUNDATION | ||||||
| 2 | 501 CRAWFORD STREET SUITE 500 | HOUSTON | TX | 77002 | $10,000 | Yes (X) |
| BELTRAN PROMOCION | ||||||
| 3 | 1450 BRICKELL AVE 18TH FL | MIAMI | FL | 33131 | $10,000 | Yes (X) |
| BOSTON RED SOX FOUNDATION | ||||||
| 4 | 4 YAWKEY WAY | BOSTON | MA | 02215 | $17,040 | Yes (X) |
| BRIAN ASHLEY MCCANN | ||||||
| 5 | 5706 KENNEDY ROAD | SUWANEE | GA | 30024 | $25,000 | Yes (X) |
| CARLOS JESSICA BELTRAN | ||||||
| 6 | 1450 BRICKELL AVE 18TH FL | MIAMI | FL | 33131 | $1,050,000 | Yes (X) |
| CATCH 16 | ||||||
| 7 | 5706 KENNEDY ROAD | SUWANEE | GA | 30024 | $5,000 | Yes (X) |
| CHARLES CYNTHIA MORTON | ||||||
| 8 | 8422 BROADSTONE CT | BRADENTON | FL | 34202 | $15,000 | Yes (X) |
| COLLIN ASHLEY MCHUGH | ||||||
| 9 | 1341 ORMEWOOD AVE SE | ATLANTA | GA | 30316 | $25,000 | Yes (X) |
| DARIN ERSTAD | ||||||
| 10 | 6230 DOE CREEK CIRCLE | LINCOLN | NE | 68516 | $5,000 | Yes (X) |
| DARRYL COMPANY | ||||||
| 11 | 3558 EAST TC JESTER BLVD | HOUSTON | TX | 77018 | $25,455 | Yes (X) |
| DAVID CHEUVRON | ||||||
| 12 | 1041 LAWRENCE STREET | EUGENE | OR | 97401 | $5,000 | Yes (X) |
| DAVID DOMBROWSKI | ||||||
| 13 | 232 WOODLAND ROAD | CHESTNUT HILL | MA | 02467 | $5,000 | Yes (X) |
| DEMAC COMPANY | ||||||
| 14 | 2133 LOU ELLEN LN | HOUSTON | TX | 77018 | $5,000 | Yes (X) |
| EMILLE AGRAIT | ||||||
| 15 | 330 W 58 ST | NEW YORK | NY | 10019 | $5,000 | Yes (X) |
| GENTRUST WEALTH MANAGEMENT | ||||||
| 16 | 1450 BRICKELL AVE 3050 | MIAMI | FL | 33131 | $15,000 | Yes (X) |
| GEORGE SPRINGER | ||||||
| 17 | 6011 REGAL FALLS CT | SUGARLAND | TX | 77479 | $5,000 | Yes (X) |
| GIORGIO ARMANI | ||||||
| 18 | 450 WEST 15TH STREET | NEW YORK | NY | 10011 | $9,534 | Yes (X) |
| JOHN LINDLEY | ||||||
| 19 | 6428 BELMONT | HOUSTON | TX | 77005 | $10,000 | Yes (X) |
| JON ROBYN DANIELS | ||||||
| 20 | 425 PINE DRIVE | SOUTHLAKE | TX | 76092 | $5,000 | Yes (X) |
| JOSE ALICEA | ||||||
| 21 | 844 GOLF LANE | MEDFORD | NY | 11763 | $5,025 | Yes (X) |
| JOSEPH D VOTTO REV TRUST | ||||||
| 22 | 100 SOUTH BRENTWOOD SUITE 500 | ST LOUIS | MO | 63105 | $5,000 | Yes (X) |
| MAJOR LEAGUE BASEBALL PLAYERS ASSOC | ||||||
| 23 | 12 EAST 49TH STREET | NEW YORK | NY | 10017 | $50,000 | Yes (X) |
| MAJOR LEAGUE BASEBALL PLAYERS TRUST | ||||||
| 24 | 12 EAST 49TH STREET 24TH FLOOR | NEW YORK | NY | 10017 | $49,000 | Yes (X) |
| MANNY MACHADO | ||||||
| 25 | 1450 BRICKELL AVENUE 18TH FL | MIAMI | FL | 33131 | $5,000 | Yes (X) |
| MORRISON BROWN ARGIZ FARRA LLC | ||||||
| 26 | 1450 BRICKELL AVE 18TH FL | MIAMI | FL | 33131 | $5,000 | Yes (X) |
| RAFAEL A ORTIZ | ||||||
| 27 | 305 E 51 STREET | NEW YORK | NY | 10022 | $5,000 | Yes (X) |
| RANDY BATES | ||||||
| 28 | 2441 HIGH TIMBERS STE 120 | THE WOODLANDS | TX | 77380 | $5,000 | Yes (X) |
| ROBERT MUNOZ | ||||||
| 29 | 5022 WITT | SAN ANTONIO | TX | 78228 | $5,000 | Yes (X) |
| S KATZMAN PRODUCE | ||||||
| 30 | 213 NYC TERMINAL MARKET | BRONX | NY | 10474 | $25,000 | Yes (X) |
| STEPHEN MERINGOFF | ||||||
| 31 | 30 WEST 26TH STREET | NEW YORK | NY | 10010 | $5,000 | Yes (X) |
| TAMMY ANDREAS | ||||||
| 32 | 1450 BRICKELL AVENUE 18TH FL | MIAMI | FL | 33131 | $10,500 | Yes (X) |
| THE CLEMENTE COLLECTION AT ENGINGEH | ||||||
| 33 | 3339 PENN AVENUE | PITTSBURGH | PA | 15201 | $65,000 | Yes (X) |
| TICKET LEAP | ||||||
| 34 | 2401 WALNUT STREET SUITE 602 | PHILADELPHIA | PA | 19103 | $5,000 | Yes (X) |
| WILLIAM REDDICK | ||||||
| 35 | 511 BENT OAK DRIVE | GUYTON | GA | 32312 | $25,000 | Yes (X) |
| ZT WEALTH | ||||||
| 36 | 1450 BRICKELL AVENUE 18TH FL | MIAMI | FL | 33131 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER | 2010-01-27 | $743 | $743 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| FILE CABINET | 2010-01-27 | $657 | $628 | 200DB | 7.000000000000 | $29 | $0 | $8 |
| FURNITURE | 2012-09-28 | $8,100 | $3,146 | 200DB | 7.000000000000 | $362 | $0 | $1,157 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $743 | $743 | $0 |
| FILE CABINET | $657 | $657 | $0 |
| FURNITURE | $8,100 | $7,558 | $542 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES & CREDIT CARD FEES | $180 | $0 | $0 | $180 |
| DUES & SUBSCRIPTIONS | $407 | $0 | $0 | $407 |
| EVENT EXPENSES | $302,935 | $0 | $0 | $302,935 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL SERVICE FEE | CategoryTxt |
| Amt | $1,837 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,837 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| CARLOS AND JESSICA BELTRAN | ||||
| C/O MBAF1450 BRICKELL AVENUE 18TH | FLOOR | MIAMI | FL | 33131 |
| THE BORAS CORPORATION | ||||
| 18 CORPORATE PLAZA DRIVE | NEWPORT BEACH | CA | 92660 | |
| THE NEW YORK METS FOUNDATIONS INC | ||||
| 123-01 ROOSEVELT AVENUE | FLUSHING | NY | 11368 | |
| WILF FAMILY FOUNDATION | ||||
| 820 MORRIS TPKE | SHORT HILLS | NJ | 07078 | |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $3,147 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,147 | DisbursementsCharitablePrpsAmt |
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