STEVEN HALMOS FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN HALMOS FAMILY FOUNDATION INC (EIN 83-0305837)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-14
- IRS object ID
- 201822879349100202
- 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 Bonds Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-14T09:00:26-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830305837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN HALMOS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 9547604980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WEST LAS OLAS BOULEVARD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN J HALMOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9547604980 | PhoneNum |
| Signature | 2018-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R LARAWAY | PreparerPersonNm |
| PTIN | P00341086 | PTIN |
| Phone | 9547710896 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.80.67.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-08 | IPDt |
| IP Tm | 13:46:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DF5A78CA5778DE86FF7F1E6A239B3558106B9868 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 375B32CD21B489F9D54B9187F12B7DD89F44CD58 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,398,978 | 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 |
| Dividends Rev And Expnss | $158,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $750,387 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,444,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $750,387 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $908,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $908,804 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,317 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,717 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,453 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,453 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $283,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $599,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $892,351 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,676 | CashBOYAmt |
| Cash EOY | $24,805 | CashEOYAmt |
| Cash EOYFMV | $24,805 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,108,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,108,307 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $832 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $2,148,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,577,207 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,265,295 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,265,866 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $8 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,791,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,398,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,398,978 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,662 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,662 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,791,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,390,745 | 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 | $4,791,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,390,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,791,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,398,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,791,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $599,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,390,745 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,390,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| GS TACTICAL TILT OVERLAY MUTUAL | P | 2017-12-13 | $5,336 | $5,298 | $38 | $38 | |
| GS TACTICAL TILT OVERLAY MUTUAL | P | 2017-12-13 | $287,224 | $306,613 | -$19,389 | -$19,389 | |
| SPDR S&P BANK ETF | P | 2017-12-13 | $243,785 | $104,640 | $139,145 | $139,145 | 2011-05-06 |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND EXCHANGE TRADED FUND | P | 2017-01-25 | $70,062 | $65,258 | $4,804 | $4,804 | 2016-03-17 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | P | 2017-01-25 | $89,943 | $74,395 | $15,548 | $15,548 | 2016-02-09 |
| ISHARES MSCI EAFE ETF | P | 2017-12-13 | $193,170 | $143,400 | $49,770 | $49,770 | 2016-02-09 |
| ISHARES MSCI EAFE ETF | P | 2017-12-13 | $61,252 | $49,961 | $11,291 | $11,291 | 2016-03-17 |
| ISHARES MSCI EAFE ETF | P | 2017-12-13 | $30,907 | $25,073 | $5,834 | $5,834 | 2016-07-21 |
| ISHARES MSCI EAFE ETF | P | 2017-12-13 | $103,960 | $89,029 | $14,931 | $14,931 | 2017-01-25 |
| ISHARES MSCI EAFE ETF | P | 2017-12-13 | $52,683 | $49,976 | $2,707 | $2,707 | 2017-07-26 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2017-12-13 | $211,076 | $151,706 | $59,370 | $59,370 | 2016-02-09 |
| ISHARES RUSSELL 2000 ETF | P | 2017-12-13 | $234,486 | $149,582 | $84,904 | $84,904 | 2016-02-09 |
| POWERSHARES SENIOR LOAN PROTFOLIO ETF | P | 2017-12-13 | $253,599 | $249,314 | $4,285 | $4,285 | 2016-03-17 |
| POWERSHARES SENIOR LOAN PROTFOLIO ETF | P | 2017-12-13 | $50,720 | $51,029 | -$309 | -$309 | 2016-07-21 |
| POWERSHARES SENIOR LOAN PROTFOLIO ETF | P | 2017-12-13 | $69,163 | $70,052 | -$889 | -$889 | 2017-01-25 |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND EXCHANGE TRADED FUND | P | 2017-12-13 | $197,899 | $184,784 | $13,115 | $13,115 | 2016-03-17 |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND EXCHANGE TRADED FUND | P | 2017-12-13 | $36,784 | $35,075 | $1,709 | $1,709 | 2016-05-18 |
| SPDR S&P 500 ETF TRUST | P | 2017-12-13 | $945,990 | $656,042 | $289,948 | $289,948 | 2016-02-09 |
| SPDR S&P 500 ETF TRUST | P | 2017-12-13 | $93,530 | $64,685 | $28,845 | $28,845 | 2016-02-09 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | P | 2017-12-13 | $91,933 | $67,761 | $24,172 | $24,172 | 2016-02-09 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | P | 2017-12-13 | $64,289 | $51,270 | $13,019 | $13,019 | 2016-03-17 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | P | 2017-12-13 | $30,537 | $24,496 | $6,041 | $6,041 | 2016-07-21 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | P | 2017-12-13 | $26,358 | $24,891 | $1,467 | $1,467 | 2017-07-26 |
| SAFEWAY (CASH IN LIEU) | P | 2017-12-31 | $31 | $31 | $31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $750,387 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $271,930 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,214,332 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052150 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $302,389 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,255,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057537 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $249,128 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,303,320 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046976 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $227,215 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,151,969 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044103 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,832,538 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.013761 | DistributionYr5Rt |
| Total Distribution | 0.214527 | TotalDistributionRt |
| Average Distribution | 0.042905 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,222,760 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,083 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,924 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $233,007 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $283,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,924 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,924 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,324 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARRIE NOTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9547604980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WEST LAS OLAS BOULEVARD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN J HALMOS | ||||||||
| 707 CORAL WAY | FT LAUDERDALE | FL | 33301 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFRY HALMOS | ||||||||
| 707 CORAL WAY | FT LAUDERDALE | FL | 33301 | TREASURER | 1.00 | $0 | $0 | $0 |
| MADELAINE G HALMOS | ||||||||
| 707 CORAL WAY | FT LAUDERDALE | FL | 33301 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHANIE HALMOS | ||||||||
| 707 CORAL WAY | FT LAUDERDALE | FL | 33301 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,703,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,598,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,302,294 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,302,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,222,760 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,138 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,138 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,924 | TotalTaxAmt |
| Distributable Before Adj | $252,214 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $252,214 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $252,214 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $283,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $283,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,924 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $274,576 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $252,214 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $202,449 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $283,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $202,449 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,051 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $171,163 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN J HALMOS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARVARD BUSINESS SCHOOL FUND | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | SECTION 501(C)(3) | CHARITABLE PURPOSE | $25,000 |
| HOLY CROSS HOSPITAL | |||||||
| 4725 NORTH FEDERAL HIGHWAY | FT LAUDERDALE | FL | 33308 | NONE | SECTION 501(C)(3) | CHARITABLE PURPOSE | $16,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVENUE | FT LAUDERDALE | FL | 33314 | NONE | SECTION 501(C)(3) | CHARITABLE PURPOSE | $230,000 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 SOUTH ANDREWS AVENUE | FT LAUDERDALE | FL | 33316 | NONE | SECTION 501(C)(3) | CHARITABLE PURPOSECHARITABLE PURPOSE | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $750,387 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $908,804 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $908,804 | 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 | $1,075 | Amt |
| Net Investment Income | $1,075 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES NTB | BondNm |
| EOY Book Value | $2,265,295 | EOYBookValueAmt |
| EOYFMV | $2,265,866 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $8 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK,INVESTMENT AND MGT.FEES | Desc |
| Revenue And Expenses Per Books | $15,317 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,317 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $9,264 | $0 | $0 |
| OTHER FEES | $61 | $61 | $0 |
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