MACRICOSTAS FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MACRICOSTAS FAMILY FOUNDATION INC (EIN 65-0777858)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202523179349102372
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T15:57:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 852777294 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASC ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 S ANDREWS AVE SUITE 700 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650777858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACRICOSTAS FAMILY FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACR | BusinessNameControlTxt |
| Phone | 5617455568 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5509 PENNOCK POINT ROAD | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONSTANTINE S MACRICOSTAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5617455568 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAMILA SIMIONI | PreparerPersonNm |
| PTIN | P00434070 | PTIN |
| Phone | 9546868202 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,538,949 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $498,540 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $724 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $724 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $862,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,833,325 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $862,198 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $689 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $689 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,420,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $922,126 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $658 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,137 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $421,978 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $421,978 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $439,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $980,893 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $904,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $52,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,259 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,259 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,440,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,220,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,220,380 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,548,626 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,257,563 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,257,563 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,018,747 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,018,747 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,018,747 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,060,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,538,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,538,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,041,569 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,520,200 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,018,747 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,018,747 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,060,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,538,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,060,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,538,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,060,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $980,893 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,041,209 | SubtotalAmt |
| Other Decreases | $502,262 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,538,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UBS 41708 | P | 2024-12-31 | $923,787 | $91,435 | $832,352 | $832,352 |
| MERRILL 2560 | P | 2024-12-31 | $115,540 | $108,282 | $7,258 | $7,258 |
| MERRILL 2560 | P | 2024-12-31 | $793,998 | $771,410 | $22,588 | $22,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $862,198 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,258 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,570 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,570 | SubtotalAmt |
| Tax Based On Investment Income | $12,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,961 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,961 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9,609 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACRICOSTAS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5617455568 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5509 PENNOCK POINT ROAD | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| CONSTANTINE S MACRICOSTAS | ||||||||
| 5509 PENNOCK POINT ROAD | JUPITER | FL | 33458 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARIE C MACRICOSTAS | ||||||||
| 5509 PENNOCK POINT ROAD | JUPITER | FL | 33458 | SECRETARY | 2.00 | $0 | $0 | $0 |
| GEORGE MACRICOSTAS | ||||||||
| 930 TAHOE BLVD 802-525 | INCLINE VILLAGE | NV | 89451 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| STEPHEN MACRICOSTAS | ||||||||
| 4535 NAUTILUS CT | MIAMI BEACH | FL | 33140 | VICE PRESIDE | 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 | $4,105,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,758 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,167,550 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,167,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,105,037 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,570 | TotalTaxAmt |
| Distributable Before Adj | $192,682 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $192,682 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $192,682 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,978 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $421,978 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,682 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $83,307 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $9,818 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $597,249 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $247,913 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $938,287 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $421,978 | QualifyingDistributionsAmt |
| Applied To Current Year | $192,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $229,296 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,167,583 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $83,307 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,084,276 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,818 | ExcessFromYear3Amt |
| Excess From Year2 | $597,249 | ExcessFromYear2Amt |
| Excess From Year1 | $247,913 | ExcessFromYear1Amt |
| Excess From Current Year | $229,296 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CONSTANTINE S MACRICOSTAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABOVE THE SEAS | ||||||
| 2659 JUNIPER AVE | BOLDER | CO | 80304 | PUBLIC CHARI | DENISE C. HOGAN LIBRARY IN KENYA | $25,000 |
| AMERICAN SCHOOL OF CLASSI | ||||||
| 321 WALL STREET | PRINCETON | NJ | 08540 | PUBLIC CHARI | HISTORICAL STUDIES AND OUTREACH, GEN | $12,000 |
| INSTAP STUDY CENTER FOR EAST CRETE | ||||||
| PO BOX 162 | ROUZERVILLE | PA | 17250 | PUBLIC CHARI | KOMMOS CONSERVATION PROJECT | $70,000 |
| MAKRIYIANNIS ASSOCIATION | ||||||
| 5509 PENNOCK POINT RD | JUPITER | FL | 33458 | PUBLIC CHARI | PUBLIC WORK PROJECTS | $37,478 |
| STEEP ROCK ASSOCIATION | ||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | PUBLIC CHARI | RESTORATION OF ISAAC CAMP HOUSE | $250,000 |
| WESTERN CONNECTICUT STATE | ||||||
| 181 WHITE ST | DANBURY | CT | 06810 | PUBLIC CHARI | SOCIETY BREAKFAST FOR STUDENT SUCCES | $27,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $421,978 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $724 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,515 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $862,198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $922,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $922,126 | 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 | INTEREST INCOME ON CASH HELD FOR CHARITABLE PURPOSES |
| 4 | DIVIDEND INCOME ON INVEST TEMP HELD FOR CHARITABLE PURPOSE |
| 8 | CAPITAL GAINS ON INVEST TEMP HELD FOR CHARITABLE PURPOSES |
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 | CONSTANTINE MACRICOSTAS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5509 PENNOCK POINT ROAD | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $498,540 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $498,540 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | PURCHASE | HowAcquiredTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $3,220,380 | EOYBookValueAmt |
| EOYFMV | $3,220,380 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS-VARIOUS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,257,563 | BookValueAmt |
| EOYFMV | $1,257,563 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REMAINDER INTEREST-REAL ESTATE | Desc |
| BOY Book Value | $2,018,747 | BOYBookValueAmt |
| EOY Book Value | $2,018,747 | EOYBookValueAmt |
| EOYFMV | $2,018,747 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAS 115 UNREAL GAIN | Desc |
| Amt | $502,262 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT AND BANK FEES | $17,137 | $17,137 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $689 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $689 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $658 | Amt |
| Net Investment Income | $658 | NetInvestmentIncomeAmt |
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