DR JOHN T MACDONALD FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DR JOHN T MACDONALD FOUNDATION INC (EIN 59-0818918)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-24
- IRS object ID
- 201742059349100514
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-24T17:30:12-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650356804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBINS & LANDINO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SE 10TH STREET | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | 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 | 590818918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOHN T MACDONALD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRJO | BusinessNameControlTxt |
| Phone | 3056676017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE SUITE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM GREENE LCSW | PersonNm |
| Person Title | EXEC. DIR. | PersonTitleTxt |
| Phone | 3056676017 | PhoneNum |
| Signature | 2017-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ROBBINS | PreparerPersonNm |
| PTIN | P01210648 | PTIN |
| Phone | 9544673100 | PhoneNum |
| Preparation | 2017-07-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 8BC514B63E0DA5111FC340C028C01914F3CB117A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8BC514B63E0DA5111FC340C028C01914F3CB117A | 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 | $21,021,581 | 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 | $32,018 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $422,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $422,203 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$872,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,695,766 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,423 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,081 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$411,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $427,814 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $163,866 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,387 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,479 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $19,567 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,957 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,610 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,580 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,458 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $22,018 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,018 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,448 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $54,845 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,129 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,308 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $33,414 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,341 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $29,252 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,695 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,701 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $405,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $261,368 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,311,844 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,542,124 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,717,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,803,492 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,128,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $353,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $465,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $524,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $524,569 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $6,577 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $8,941 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $6,577 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $6,577 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $12,548 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,548 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,548 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $21,569,292 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,480,278 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,480,278 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,596 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,596 | LandBldgEquipAccumDeprecAmt |
| Other Assets EOY | $1,409 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,409 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,056,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,021,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,021,581 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $639 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,704 | AccountsPayableEOYAmt |
| Grants Payable BOY | $380,280 | GrantsPayableBOYAmt |
| Grants Payable EOY | $150,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $331,561 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $366,051 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $712,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $519,755 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,343,582 | UnrestrictedBOYAmt |
| Unrestricted EOY | $20,501,826 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,343,582 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,501,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,056,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,021,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,343,582 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,128,847 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,311,897 | OtherIncreasesAmt |
| Subtotal | $20,526,632 | SubtotalAmt |
| Other Decreases | $24,806 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,501,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BRECKINRIDGE INTERMEDIATE GOV'T CRED | P | $80,000 | $80,000 | ||
| FIXED INCOME | P | $5,369,724 | $5,634,995 | -$265,271 | -$265,271 |
| BRECKINRIDGE LIMITED GOV'T CREDIT | P | $475,043 | $476,012 | -$969 | -$969 |
| ARTISAN INTERNATIONAL | P | $4,831 | $5,277 | -$446 | -$446 |
| SCHWAB EQUITY MUTUAL FUNDS | P | $2,323,593 | $2,123,011 | $200,582 | $200,582 |
| ARTISAN INTERNATIONAL | P | $1,104,769 | $914,923 | $189,846 | $189,846 |
| SCHWAB EQUITY MUTUAL FUNDS | P | $262,238 | $305,327 | -$43,089 | -$43,089 |
| HARBOR SMALL CAP VALUE | P | $26,777 | $28,799 | -$2,022 | -$2,022 |
| EPOCH GLOBAL SHAREHOLDER YIELD | P | $56,181 | $58,202 | -$2,021 | -$2,021 |
| HARBOR SMALL CAP VALUE | P | $674,014 | $566,697 | $107,317 | $107,317 |
| EPOCH GLOBAL SHAREHOLDER YIELD | P | $633,667 | $523,506 | $110,161 | $110,161 |
| ARTISAN MIDCAP GROWTH | P | $83,586 | $95,202 | -$11,616 | -$11,616 |
| GLOBAL MULTI-STRATEGY/DIVERSIFIERS | P | $370,198 | $390,550 | -$20,352 | -$20,352 |
| ARTISAN MIDCAP GROWTH | P | $518,295 | $450,272 | $68,023 | $68,023 |
| GLOBAL MULTI-STRATEGY/DIVERSIFIERS | P | $5,067,561 | $6,118,767 | -$1,051,206 | -$1,051,206 |
| BARON SMALL CAP | P | $63,206 | $70,609 | -$7,403 | -$7,403 |
| ARTISAN MIDCAP VALUE | P | $95,209 | $105,770 | -$10,561 | -$10,561 |
| BARON SMALL CAP | P | $528,185 | $470,944 | $57,241 | $57,241 |
| ARTISAN MIDCAP VALUE | P | $516,873 | $767,159 | -$250,286 | -$250,286 |
| HARBOR CAPITAL APPRECIATION | P | $95,405 | $104,668 | -$9,263 | -$9,263 |
| SATELLITE STRATEGIES/PRIVATE CAPITAL | P | $41,116 | $43,806 | -$2,690 | -$2,690 |
| HARBOR CAPITAL APPRECIATION | P | $1,401,125 | $1,030,733 | $370,392 | $370,392 |
| SATELLITE STRATEGIES/PRIVATE CAPITAL | P | $1,397,769 | $1,494,360 | -$96,591 | -$96,591 |
| K-1 CHISHOLM PARTNERS III, LP | P | $865 | -$865 | -$865 | |
| VULCAN VALUE PARTNERS | P | $109,006 | $120,098 | -$11,092 | -$11,092 |
| K-1 NAUTIC PARTNERS V, LP | P | $1,810 | $1,810 | $1,810 | |
| VULCAN VALUE PARTNERS | P | $1,244,400 | $1,433,684 | -$189,284 | -$189,284 |
| FIXED INCOME | P | $151,185 | $153,811 | -$2,626 | -$2,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$872,281 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $119,521 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,397,049 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,405,877 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,123,251 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,290,545 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083954 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,925,893 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,854,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113166 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,190,603 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,848,873 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.186385 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,051,248 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,004,830 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070721 | DistributionYr5Rt |
| Total Distribution | 0.556638 | TotalDistributionRt |
| Average Distribution | 0.111328 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,903,743 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,327,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,534 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,330,706 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,803,492 | 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 | $3,534 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,534 | SubtotalAmt |
| Tax Based On Investment Income | $3,534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,452 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,452 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,918 | OverpaymentAmt |
| Applied To ES Tax | $4,918 | 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 | WWW.JTMACDONALDFDN.ORG | WebsiteAddressTxt |
| Individual With Books | EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 3056676017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE SUITE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| KIM GREENE LCSW | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | EXEC. DIR. | 40.00 | $163,866 | $24,580 | $0 |
| THOMAS M MARK MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DEAN H ROLLER MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | VICECHAIRMAN | 1.00 | $0 | $0 | $0 |
| STEVEN S PABALAN MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOSEPH A ALLEN DDS | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT G BREIER ESQ | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALDO C BUSOT | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY W DIX CPA | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES A DUNN MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| R RODNEY HOWELL MDFAAP FACMG | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN C NORDT III MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| R LATANAE PARKER JR MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOE A REYES CPA | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STUART H SAVEDOFF DDS | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KARL SMILEY MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET C STARNER CFP | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANA L VICIANA MDMBAFCAP | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $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 | $20,098,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,123,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,222,074 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,222,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $318,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,903,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,045,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,045,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,534 | TotalTaxAmt |
| Distributable Before Adj | $1,041,653 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,041,653 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,041,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,803,492 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,803,492 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,534 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,799,958 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,041,653 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $622,088 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,824,233 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,679,057 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $903,350 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,251,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,280,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,803,492 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,041,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,761,839 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,042,369 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $622,088 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,420,281 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,824,233 | ExcessFromYear4Amt |
| Excess From Year3 | $1,679,057 | ExcessFromYear3Amt |
| Excess From Year2 | $903,350 | ExcessFromYear2Amt |
| Excess From Year1 | $1,251,802 | ExcessFromYear1Amt |
| Excess From Current Year | $1,761,839 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR JOHN T MACDONALD ATTN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056676017 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT FOUNDATION FOR APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT FOUNDATION FOR DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT FUND NATIONAL PROJECTS WHICH WOULD RESULT IN FUNDING LEAVING DADE COUNTY, FOR-PROFIT ORGANIZATIONS, SUPPORT OF POLITICAL CANDIDATES OR CAMPAIGNS, PROJECTS THAT PROMOTE A RELIGIOUS FAITH, DIRECT SUPPORT OF INDIVIDUALS, AND OTHER GRANT-MAKING FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SEE ATTACHED | |||||
| 1550 MADRUGA AVE STE 215 | CORAL GABLES | FL | 33146 | TO PROMOTE HEALTHCARE | $2,161,844 |
| SEE ATTACHED | |||||
| 1550 MADRUGA AVE STE 215 | CORAL GABLES | FL | 33146 | TO PROMOTE HEALTHCARE | $380,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,542,124 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVE STE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | TO PROMOTE HEALTHCARE | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,530 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422,203 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$872,281 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 1 | $1,342 |
| K-1 CHISHOLM PARTNERS III, LP | 14 | $88 |
| K-1 NAUTIC PARTNERS V, LP | 14 | $1,993 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$443,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$443,125 | 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 Person | ADELE H GODDARD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 LE JEUNE ROAD SUITE 201 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $32,018 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING AND TAX SERVICES | $9,018 | $4,000 | $5,018 |
| AUDIT SERVICES | $13,000 | $13,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRECKINRIDGE INTERMEDIATE 4466 | $984,435 | $984,435 |
| BRECKINRIDGE LTD GOVT 1736 | $2,972,642 | $2,972,642 |
| SCHWAB EQTY MUTUAL FUNDS 0426 | $16,278,500 | $16,278,500 |
| MAINSTAY EPOCH GLBL/PIMCO TOTAL | ||
| GLOBAL MULTI STRAT/THE VANGUARD GRP | ||
| CHISHOLM PARTNERS III LP | $13,761 | $13,761 |
| SATELLITE STRAT/PRIVATE CAPITAL | ||
| NAVIS PARTNERS V | $230,940 | $230,940 |
| FIXED INCOME/LOW DURATION FUND | ||
| ARTISAN INTERNATIONAL | ||
| HARBOR SMALL VALUE | ||
| ARTISAN MIDCAP | ||
| BARON SMALL CAP | ||
| HARBOR CAP APPR./SCHWAB FUNDING | ||
| VULCAN VALUE | ||
| DODGE & COX/COLUMBIA | ||
| ARTISAN MIDCAP VALUE |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $11,596 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $11,596 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAXES | Desc |
| EOY Book Value | $1,409 | EOYBookValueAmt |
| EOYFMV | $1,409 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS K-1 CHISHOLM PARTNERS III, LP | $1,118 |
| UNREALIZED LOSS K-1 NAUTIC PARTNERS V, LP | $23,688 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| AUTOMOBILE | $770 | $77 | $691 |
| WORKSHOPS AND SEMINARS | $195 | $68 | $127 |
| DUES AND SUBSCRIPTIONS | $698 | $579 | |
| INSURANCE | $24,014 | $6,484 | $17,830 |
| COMPUTER AND INTERNET EXPENSE | $6,945 | $2,084 | $2,481 |
| BOARD MEETING EXPENSE | $9,078 | $7,595 | |
| OFFICE EXPENSE | $3,660 | $1,281 | $2,387 |
| POSTAGE | $200 | $70 | $130 |
| TELEPHONE | $3,248 | $974 | $2,188 |
| SPECIAL PROJECTS | $4,693 | $4,693 | |
| K-1 CHISHOLM PARTNERS III, LP | $392 | $392 | |
| OTHER DEDUCTIONS | |||
| K-1 NAUTIC PARTNERS V, LP- | $265 | $265 | |
| OTHER DEDUCTIONS |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $1,342 | |
| K-1 CHISHOLM PARTNERS III, LP | $88 | $88 |
| K-1 NAUTIC PARTNERS V, LP | $1,993 | $1,993 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,311,897 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EMPLOYEE BENEFITS PAYABLE | $303,909 | $327,182 |
| FEDERAL EXCISE TAXES PAYABLE | $27,652 | |
| DEFERRED FEDERAL EXCISE TAXES | $38,869 | |
| PAYABLE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY & MGMT FEES | CategoryTxt |
| Amt | $33,448 | Amt |
| Net Investment Income | $33,448 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSES | $141 | $141 | |
| PAYROLL TAXES | $11,220 | $10,098 | $1,122 |
| TAXES-OTHER | $76 | $69 | $7 |
| EXCISE TAX | $43,408 |
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