VNTC COTTEE ALVIN SHERMAN FAM FOUNDATION 011635: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VNTC COTTEE ALVIN SHERMAN FAM FOUNDATION 011635 (EIN 65-0419459)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349101086
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:05:24-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650881956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKER & ROMANO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 N 29TH AVE STE 102 | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33020 | 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 | 650419459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVIN SHERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALVI | BusinessNameControlTxt |
| Phone | 3059331188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 ISLAND BLVD NO 1605 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33160 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAYNE SHERMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3059331188 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY HACKER | PreparerPersonNm |
| PTIN | P00184500 | PTIN |
| Phone | 9549222207 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.31.45.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 14:58:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5EDB4587B259FA9CA40491E1D72BF76FA3B1FB59 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5EDB4587B259FA9CA40491E1D72BF76FA3B1FB59 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,962,681 | 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 | $47,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,017 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $79 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,096 | 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 | $1,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,280 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,236 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$87,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,816 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,689 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,616,520 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,531,069 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,934,723 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $727 | OtherAssetsBOYAmt |
| Other Assets EOY | $269 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $269 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,646,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,559,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,962,681 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,646,812 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,559,027 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,646,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,559,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,646,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,559,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,646,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$87,785 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,559,027 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,559,027 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2715 ISHARES MORT RE CAP | P | 2015-09-22 | 2016-06-08 | $28,293 | $28,974 | -$681 | -$681 |
| 2036 ALPINE TOTAL DYNAMIC FD | P | 2009-11-27 | 2016-06-20 | $15,224 | $29,199 | -$13,975 | -$13,975 |
| 100 M PENGRAM CORP | P | 2016-06-20 | $54 | $54 | $54 | ||
| 1180 ISHARES MSCI SINGAPORE | P | 2010-09-21 | 2016-08-24 | $12,832 | $15,355 | -$2,523 | -$2,523 |
| CAPITAL GAINS PER FORM K1 RECEIVED | P | 2016-12-31 | $68 | $68 | $68 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,057 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,791 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,898,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052576 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,362 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,995,952 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029741 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,924 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,207,938 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042986 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,066,040 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038484 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $838,176 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032362 | DistributionYr5Rt |
| Total Distribution | 0.196149 | TotalDistributionRt |
| Average Distribution | 0.039230 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,851,008 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,615 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $458 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,073 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,850 | 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 | $458 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $458 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $727 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $727 | TotalPaymentsAndCreditsAmt |
| Overpayment | $269 | OverpaymentAmt |
| Applied To ES Tax | $269 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY HACKER CPA | IndividualWithBooksNm |
| Phone | 9549222207 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 N 29 AVE STE 102 | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33020 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAYNE SHERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 753 SPRINGS FIREPLACE ROAD | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOCATE QUALIFIED TAX EXEMPT ORGANIZATIONS. DONATE TO THEM TO FUTHER THEIR TAX EXEMPT PURPOSE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,850,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,879,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,879,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,851,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $458 | TotalTaxAmt |
| Distributable Before Adj | $92,092 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,092 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $458 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,392 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $92,653 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $92,653 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,197 | 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 | $88,895 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIPAC | |||||||
| PO BOX 96727 | WASHINGTON | DC | 20090 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE STE 400 | NEW YORK | NY | 10001 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $2,500 |
| AMERICAN MACULAR DEGENERATION FOUNDATION | |||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $100 |
| AMERICAN RED CROSS | |||||||
| 600 NE 3RD AVE | FT LAUDERDALE | FL | 33304 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $1,000 |
| ASPCA | |||||||
| 424 E 92 ST | NEW YORK | NY | 10128 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| BOYS TOWN | |||||||
| 100 FLANAGAN BLD | BOYS TOWN | NE | 680109989 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSETO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $250 |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20026 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $1,000 |
| CATO INSTITUE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20077 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $1,000 |
| CIRCLE OF FRIENDS - NSU | |||||||
| 3100 RAY FERRERO JR BLVD | FT LAUDERDALE | FL | 333147796 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $1,250 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 130707 | HOUSTON | TX | 772190707 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| FISHER HOUSE FOUNDATIOMN | |||||||
| 111 ROCKVILLE PIKE 420 | ROCKVILLE | MD | 20850 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $7,500 |
| FLORIDA SHERIFF'S ASSOC | |||||||
| P O BOX 12519 | TALLAHASSEE | FL | 32317 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| PO BOX 560887 | DALLAS | TX | 753569733 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $250 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $5,000 |
| HIFF | |||||||
| 47 NEWTON LANE | EAST HAMPTON | NY | 11937 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $2,500 |
| ISRAEL TENNIS CENTER FOUNDATION | |||||||
| 3275 W HILLSBORO BLVD 102 | DEERFIELD BEACH | FL | 33442 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| JUDICIAL WATCH INC | |||||||
| 425 3RD ST SW 800 | WASHINGTON | DC | 20024 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $6,000 |
| MARINE CORPS RESERVE ASSOC | |||||||
| 3711 GARFIELD ST | HALLANDALE | FL | 33021 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $2,000 |
| MEDIA RESEARCH CENTER | |||||||
| 325 S PATRICK ST | ALEXANDRIA | VA | 22314 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| MEMORIAL FOUNDATION | |||||||
| 3711 GARFIELD ST | HOLLYWOOD | FL | 33021 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $10,000 |
| MIGHTY 8TH AIR FORCE MUSEUM | |||||||
| PO BOX 1992 | SAVANNAH | GA | 31402 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $250 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVE | FT LAUDERDALE | FL | 33314 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $30,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 3900 LENNANE DR | SACRAMENTO | CA | 95834 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $5,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $1,500 |
| TEMPLE BETH EL | |||||||
| 1351 S 14TH AVE | HOLLYWOOD | FL | 33020 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $250 |
| THE SALVATION ARMY | |||||||
| PO BOX 330607 | MIAMI | FL | 33233 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $2,000 |
| WEIZMANN INSTITUTE | |||||||
| 200 S PARK RD 405 | HOLLYWOOD | FL | 33021 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSETO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $2,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 666758517 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,850 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $47,017 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $79 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$17,057 | 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 | $30,039 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,039 | 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 |
|---|---|
| 4 | GENERATE INCOME TO BE USED FOR CHARITABLE PURPOSES |
| 8 | GENERATE INCOME TO BE USED FOR CHARITABLE PURPOSES |
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 | RETURN PREPARATION | CategoryTxt |
| Amt | $1,280 | Amt |
| Net Investment Income | $1,280 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,531,069 | EOYBookValueAmt |
| EOYFMV | $1,934,723 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME TAXES | Desc |
| BOY Book Value | $727 | BOYBookValueAmt |
| EOY Book Value | $269 | EOYBookValueAmt |
| EOYFMV | $269 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS PER K1S PTP | Desc |
| Revenue And Expenses Per Books | $20,236 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $79 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $79 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INESTMENT INCOME FYE 12/31/16 | CategoryTxt |
| Amt | $458 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments