LOUIS AND ANNE GREEN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS AND ANNE GREEN FAMILY FOUNDATION (EIN 31-6087315)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-02-28
- IRS object ID
- 201710599349100801
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-28T17:26:36-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463326038 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINSTOCK LOVEGROVE & REEG | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6111 BROKEN SOUND PKWY NW STE 140 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334872774 | 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 | 316087315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS & ANNE GREEN FAMILY FND INC | BusinessNameLine1Txt |
| Business Name Line2 | GREEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 5613943714 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 DATE PALM ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS GREEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5613943714 | PhoneNum |
| Signature | 2017-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK WEINSTOCK CPA | PreparerPersonNm |
| PTIN | P00082696 | PTIN |
| Phone | 9543457075 | PhoneNum |
| Preparation | 2017-02-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 0F5B2E71FAC84ECE613A2190386C0EEAA9193022 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 711EF692EBB772B19C097F577E0AA6269C2E7AB6 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $296,244 | 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 | $449,471 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $239 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,889 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $469,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,683 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,617 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,617 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,435 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $582,615 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $582,615 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $593,117 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $582,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,256 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,256 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $555,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $280,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $280,988 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $566,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $296,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $296,244 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $566,326 | RetainedEarningBOYAmt |
| Retained Earning EOY | $296,244 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $566,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $296,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $566,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $296,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $566,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,963 | ExcessRevenueOverExpensesAmt |
| Subtotal | $442,363 | SubtotalAmt |
| Other Decreases | $146,119 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $296,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HELLENIC REPUBLIC | D | 2012-03-19 | 2016-03-08 | $4,337 | $2,086 | $2,251 | $2,251 |
| SANDRIDGE ENERGY INC | D | 2016-10-05 | 2016-12-09 | $653 | $653 | $653 | |
| MCKESSON CORP | D | 1999-11-09 | 2016-11-21 | $14,049 | $2,064 | $11,985 | $11,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,889 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $653 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $342,667 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $316,511 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.082639 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $154,556 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $65,205 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.370309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $301,952 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $59,324 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.089879 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $470,019 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $91,131 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 5.157619 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $155,852 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.453956 | DistributionYr5Rt |
| Total Distribution | 14.154402 | TotalDistributionRt |
| Average Distribution | 2.830880 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $424,816 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,202,603 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $92 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,202,695 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $582,615 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $184 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $184 | SubtotalAmt |
| Tax Based On Investment Income | $184 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $376 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $376 | TotalPaymentsAndCreditsAmt |
| Overpayment | $192 | OverpaymentAmt |
| Applied To ES Tax | $192 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK WEINSTOCK CPA | IndividualWithBooksNm |
| Phone | 9543457075 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6111 BROKEN SOUND PARKWAY NW | AddressLine1Txt |
| Address Line2 | SUITE 140 | AddressLine2Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS GREEN | ||||||||
| 2700 DATE PALM ROAD | BOCA RATON | FL | 33432 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| OLIVER GREEN | ||||||||
| 930 SW 15TH STREET | BOCA RATON | FL | 33486 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ANDREW GREEN | ||||||||
| 5101 CREEK ROAD | CINCINNATI | OH | 45242 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ANNE W GREEN | ||||||||
| 2700 DATE PALM ROAD | BOCA RATON | FL | 33432 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $418,050 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $431,285 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $431,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $424,816 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $184 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $184 | TotalTaxAmt |
| Distributable Before Adj | $21,057 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,057 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,057 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $582,615 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $582,615 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $582,615 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,057 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $66,968 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $465,506 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $298,986 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $152,019 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $327,225 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,310,704 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $582,615 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,057 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $561,558 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,872,262 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,968 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,805,294 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $465,506 | ExcessFromYear4Amt |
| Excess From Year3 | $298,986 | ExcessFromYear3Amt |
| Excess From Year2 | $152,019 | ExcessFromYear2Amt |
| Excess From Year1 | $327,225 | ExcessFromYear1Amt |
| Excess From Current Year | $561,558 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUIS B GREEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 DATE PALM ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5613943714 | RecipientPhoneNum |
| Recipient Email Address | LBGIV99@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | BY WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE, EXCEPT MUST BE A SECTION 501(C)(3) ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC | GENERAL | $9,564 | |
| BOCA RATON REGIONAL HOSPITAL | ||||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | NONE | PUBLIC | GENERAL | $118,554 | |
| BOCA RATON REGIONAL HOSPITAL | ||||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | PUBLIC | GENERAL | $12,685 | |
| BOCA RATON REGIONAL HOSPITAL | ||||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | NONE | PUBLIC | GENERAL | $419,750 | |
| JACKSON HOLE FC | ||||||||
| PO BOX 11937 | JACKSON | WY | 83002 | NONE | PUBLIC | GENERAL | $200 | |
| LYNN UNIVERSITY | ||||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | NONE | PUBLIC | GENERAL | $2,500 | |
| MEMORY & WELLNESS CENTER | ||||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | NONE | PUBLIC | GENERAL | $100 | BLDG AZ-79 |
| SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PUBLIC | GENERAL | $500 | |
| SPIRIT OF GIVING | ||||||||
| 261 NW 13TH ST | BOCA RATON | FL | 34994 | NONE | PUBLIC | GENERAL | $1,000 | |
| TETON COUNTY SHERRIFF AUXILARY | ||||||||
| 180 S KING ST | JACKSON | WY | 83001 | NONE | PUBLIC | GENERAL | $500 | |
| WESTERN DESIGN CONFERENCE | ||||||||
| PO BOX 1133 | CODY | WY | 82414 | NONE | PUBLIC | GENERAL | $500 | |
| INTERNATIONAL FOUNDATION | ||||||||
| 18700 W BLUEMOUND ROAD | BROOKFIELD | WI | 53045 | NONE | PUBLIC | GENERAL | $2,000 | |
| BOCA RATON CHAMPIONS GOLF CHARITIES | ||||||||
| 1141 S ROGERS CIRCLE | BOCA RATON | FL | 33487 | NONE | PUBLIC | GENERAL | $1,000 | SUITE 1 |
| THE MIRACLE LEAGUE | ||||||||
| 1905 SW 4TH AVENUE | DELRAY BEACH | FL | 33444 | NONE | PUBLIC | GENERAL | $500 | |
| THE JUDICIAL WATCH | ||||||||
| 425 THIRD STREET SW | WASHINGTON DC | DC | 20024 | NONE | PUBLIC | GENERAL | $500 | SUITE 800 |
| INTERNATIONAL FOUNDATION | ||||||||
| 18700 W BLUEMOUND ROAD | BROOKFIELD | WI | 53045 | NONE | PUBLIC | GENERAL | $10,065 | |
| NATIONAL MUSEUM OF WILDLIFE ART | ||||||||
| 2820 RUNGUIS ROAD | JACKSON | WY | 83001 | NONE | PUBLIC | GENERAL | $2,697 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $582,615 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,889 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,794 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,889 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,683 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST FINANCIAL PARTNERS OF TEXAS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 DATE PALM ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $449,471 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5000 SHS CVS HEALTH | $447,200 | 2016-09-14 |
| 1 | 165 SHS SANDRIDGE ENERGY WTS | $660 | 2016-12-07 |
| 1 | 393 SHS SANDRIDGE ENERGY | $1,611 | 2016-12-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK & FIXED INCOME | StockNm |
| EOY Book Value | $280,988 | EOYBookValueAmt |
| EOYFMV | $280,988 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET VALUE ADJUSTMENT | Desc |
| Amt | $146,119 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSES | $2,094 | $2,094 |
| AUTOMOBILE | $951 | $951 |
| TELEPHONE | $390 | $390 |
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