RENEE & TEDS BIG HEART FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RENEE & TEDS BIG HEART FOUNDATION (EIN 26-1615064)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-01-30
- IRS object ID
- 201840309349100304
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-30T10:11:01-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262890453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERO EVAUL & MCCLOSKEY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 W SUNRISE BLVD SUITE 200 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33322 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261615064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE & TEDS BIG HEART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 2039777443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GEM 8551 WEST SUNRISE BLVD 200 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33322 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MARKOWITZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2039777443 | PhoneNum |
| Signature | 2018-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT EVAUL | PreparerPersonNm |
| PTIN | P00853288 | PTIN |
| Phone | 3057643877 | PhoneNum |
| Preparation | 2018-01-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.229.49.214 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-30 | IPDt |
| IP Tm | 06:42:19 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 56B0246F727007F214B4A7E2A1E925100110EEC7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C121576C190B3714B68BEE12CDFEF9D957078B99 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $997,712 | 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 | $84 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,479 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,978 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,389 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,952 | 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 |
| Legal Fees Rev And Expnss | $2,595 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,595 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,727 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,727 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,322 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,322 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$6 | CashEOYAmt |
| Cash EOYFMV | -$6 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,986 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,319 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $973,058 | CorporateStockBOYAmt |
| Corporate Stock EOY | $947,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $985,399 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $997,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $959,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $997,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,016,657 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,016,657 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$19,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$57,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $997,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $959,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $997,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $959,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $997,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,530 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $959,514 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $959,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEI | P | $26,391 | $26,385 | $6 | $6 |
| SEI | P | $242,558 | $254,204 | -$11,646 | -$11,646 |
| CAPITAL GAINS DIVIDENDS | P | $13,029 | $13,029 | $13,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,389 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,257 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,020,812 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050212 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,205 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,082,786 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039902 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,021,375 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037205 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,939 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $988,794 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061630 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,614 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,020,832 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031948 | DistributionYr5Rt |
| Total Distribution | 0.220897 | TotalDistributionRt |
| Average Distribution | 0.044179 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $946,668 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,823 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,939 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,800 | 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 | $116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $116 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $116 | 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 | CT | 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 | GERO EVAUL MCCLOSKEY | IndividualWithBooksNm |
| Phone | 3057643877 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 W SUNRISE BLVD STE 200 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33322 | 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 (5 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW D MARKOWITZ | |||||||||||
| 10216 LEXINGTON ESTATES BLVD | BOCA RATON | FL | 33428 | TRUSTEE | 2.00 | $0 | $0 | $0 | |||
| RENEE MARKOWITZ | |||||||||||
| 10216 LEXINGTON ESTATES BLVD | BOCA RATON | FL | 33428 | TRUSTEE | 2.00 | $0 | $0 | $0 | |||
| MICHAEL C MARKOWITZ | |||||||||||
| 10 INA RD | NEEDHAM | MA | 02492 | TRUSTEE | 2.00 | $0 | $0 | $0 | |||
| FRANCESCA M POJDL | |||||||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | CHALET TED DOMAINE DE LA FORET 1884 | VILLARSSUROLLON | SZ | ||||
| DARREN M WALLACE | |||||||||||
| C/O DAY PITNEY ONE CANTERBURY | GREEN STAMFORD | CT | 06901 | ADMINISTRATIVE TRUSTEE | 2.00 | $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 | $948,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,319 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $961,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $961,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $946,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $116 | TotalTaxAmt |
| Distributable Before Adj | $47,217 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,217 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $116 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,684 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,009 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,009 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,791 | 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 | $39,426 | 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 | ANDREW D MARKOWITZ | ContributingManagerNm |
| Contributing Manager | MICHAEL C MARKOWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BEST BUDDIES | ||||||||
| 100 SOUTHEAST SECOND STREET SUITE | 2200 | MIAMI | FL | 33131 | GENERAL | 501 (C)(3) | TO ESTABLISHING A GLOBAL VOLUNTEER MOVEMENT THAT CREATES OPPORTUNITIES FOR ONE-TO-ONE FRIENDSHIPS,INTEGRATED EMPLOYMENT AND LEADERSHIP DEVELOPMENT FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | $20,000 |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HWY E | FAIRFIELD | CT | 06825 | GENERAL | 501 (C)(3) | INVESTS IN CHILDHOOD - EVERY DAY IN TIMES OF CRISIS AND FOR OUR FUTURE. IN THE UNITED STATES AND AROUND THE WORLD, WE GIVE CHILDREN A HEALTHY START, THE OPPORTUNITY TO LEARN AND PROTECTION FROM HARM. | $15,000 | |
| THE INSTITUTES FOR THE ACHIEVEMENT OF HUMAN POTENTIAL | ||||||||
| 8801 STENTON AVENUE | WYNDMOOR | PA | 19038 | GENERAL | 501 (C)(3) | THE INSTITUTES IS INTERNATIONALLY KNOWN FOR ITS PIONEERING WORK IN CHILD BRAIN DEVELOPMENT AND FOR ITS PROGRAMS TO HELP BRAIN-INJURED CHILDREN ACHIEVE WELLNESS AND WELL CHILDREN ACHIEVE EXCELLENCE. | $10,300 | |
| BINA FARM | ||||||||
| 55 ALLEN STREET | LEXINGTON | MA | 02421 | GENERAL | 501 (C)(3) | BRING TOGETHER INDIVIDUALS WITH AND WITHOUT SPECIAL NEEDS BY OFFERING A VARIETY OF INCLUSIVE ENRICHMENT PROGRAMS | $1,000 | |
| RELAY FOR LIFE | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | GENERAL | 501 (C)(3) | THE HOPE THAT THOSE LOST TO CANCER WILL NEVER BE FORGOTTEN, THAT THOSE WHO FACE CANCER WILL BE SUPPORTED, AND THAT ONE DAY CANCER WILL ELIMINATED | $1,000 | |
| SUNNY SHORES SEA CAMP | ||||||||
| PO BOX 56-1109 | MIAMI | FL | 33256 | GENERAL | 501 (C)(3) | HELPING FAMILIES AND MENTORING CHILDREN WIH CYSTIC FIBROSIS | $500 | |
| PENNSYLVANIA CHILDREN'S HEART FOUNDATION | ||||||||
| PO BOX 176 | SWARTHMORE | PA | 19081 | GENERAL | 501 (C)(3) | BRING HEALTH, HOPE AND HAPPINESS TO CHILDREN AND FAMILIES IMPACTED BY CONGENITAL HEART DEFECTS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,800 | 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 | $84 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,479 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,389 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,952 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS |
| 4 | TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS |
| 8 | TO OBTAIN FUNDS TO MAKE CONTRIBUTIONS |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEI PRIVATE TRUST COMPANY #481649T | StockNm |
| EOY Book Value | $947,201 | EOYBookValueAmt |
| EOYFMV | $985,399 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $2,595 | LegalFeesAmt |
| Net Investment Income | $2,595 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEI INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $5,727 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,727 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $360 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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