THOMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS FAMILY FOUNDATION INC (EIN 06-1604351)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-07
- IRS object ID
- 201613129349100101
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T07:19:14-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL CUOMO ESQ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E 42ND ST 14TH FL | AddressLine1Txt |
| City | NY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061604351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2129836409 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5390 ISLEWORTH COUNTRY CL | AddressLine1Txt |
| City | WINDERMERE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34786 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID THOMAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129836409 | PhoneNum |
| Signature | 2016-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL CUOMO ESQ | PreparerPersonNm |
| PTIN | P01216361 | PTIN |
| Phone | 2129836409 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $523,033 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,258 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,258 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,734 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,734 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $146,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,992 | 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 |
| Other Prof Fees Rev And Expnss | $300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $292 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $292 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,400 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,184 | CashBOYAmt |
| Cash EOY | $30,113 | CashEOYAmt |
| Cash EOYFMV | $30,113 | CashEOYFMVAmt |
| Corporate Stock BOY | $386,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $394,170 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $492,920 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $499,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $424,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $523,033 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $37,424 | CapitalStockBOYAmt |
| Capital Stock EOY | $37,424 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $462,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | $386,859 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $499,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $424,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $499,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $424,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $499,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,349 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,126 | OtherIncreasesAmt |
| Subtotal | $424,283 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $424,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE MED TERM NOTES | P | $100,000 | $100,000 | $0 | $0 |
| MORGAN STANLEY CAP | P | $46,250 | $47,049 | -$799 | -$799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$799 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $83,611 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $506,221 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.165167 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,087 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $552,325 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.293463 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,634 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $416,834 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.195843 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,752 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $211,850 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.324532 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,827 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $192,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.284085 | DistributionYr5Rt |
| Total Distribution | 1.263090 | TotalDistributionRt |
| Average Distribution | 0.252618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $549,227 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,745 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $184 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138,929 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $368 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $368 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $368 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,632 | OverpaymentAmt |
| Applied To ES Tax | $2,632 | 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 | PAUL CUOMO ESQ | IndividualWithBooksNm |
| Phone | 2129836409 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E 42ND ST 14TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M THOMAS | ||||||||
| 5390 ISLEWORTH COUNTRY CLUB DR | WINDERMERE | FL | 34786 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROLYN T THOMAS | ||||||||
| 5390 ISLEWORTH COUNTRY CLUB DR | WINDERMERE | FL | 34786 | VP & SECRETARY | 0.00 | $0 | $0 | $0 |
| DAVID M THOMAS | ||||||||
| 5390 ISLEWORTH COUNTRY CLUB DR | WINDERMERE | FL | 34786 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAROLYN T THOMAS | ||||||||
| 5390 ISLEWORTH COUNTRY CLUB DR | WINDERMERE | FL | 34786 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $477,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $557,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $557,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $549,227 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $368 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $368 | TotalTaxAmt |
| Distributable Before Adj | $27,093 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,093 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,093 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $93,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,093 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,303 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,485 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,964 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $135,307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,183 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $360,242 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,093 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,857 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $427,099 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $45,303 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $381,796 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,485 | ExcessFromYear4Amt |
| Excess From Year3 | $60,964 | ExcessFromYear3Amt |
| Excess From Year2 | $135,307 | ExcessFromYear2Amt |
| Excess From Year1 | $60,183 | ExcessFromYear1Amt |
| Excess From Current Year | $66,857 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIDGEPORT RESCUE MISSION | |||||||
| 1069 CONNECTICUT AVENUE UNIT 2B | BRIDGEPORT | CT | 06601 | N/A | N/A | GENERAL SUPPORTGENERAL SUPPORT | $5,000 |
| CHILDRENS HEALTH CARE | |||||||
| 1405 CLIFTON RD | ATLANTA | GA | 30322 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| COUNTRY MUSIC HALL OF FAME | |||||||
| 222 5TH AVE S | NASHVILLE | TN | 37203 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| FILLING IN THE BLANKS | |||||||
| 721 N WILTON RD | WILTON | CT | 06840 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| CIRCLE OF CARE | |||||||
| PO BOX 32 | WILTON | CT | 06897 | N/A | N/A | GENERAL SUPPORT | $2,500 |
| SHATTERPROOF | |||||||
| 205 E 42ND ST | NEW YORK | NY | 10017 | N/A | N/A | GENERAL SUPPORT | $250 |
| FAMILY PROMISE ORLANDO | |||||||
| 2313 NORTH ORANGE AVE | ORLANDO | FL | 32804 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| ST LUKE'S METHODIST CHURCH | |||||||
| 4851 S APOPKA-VINELAND RD | ORLANDO | FL | 32819 | N/A | N/A | GENERAL SUPPORT | $15,000 |
| UNIVERSITY OF FLORIDA UAA | |||||||
| PO BOX 13796 | GAINSVILLE | FL | 32604 | N/A | N/A | GENERAL SUPPORT | $10,000 |
| DOMUS | |||||||
| 83 LOCKWOOD AVENUE | STAMFORD | CT | 06920 | N/A | N/A | GENERAL SUPPORT | $3,200 |
| SHEPARDS HOPE | |||||||
| 4851 S APOPKA-VINELAND RD | ORLANDO | FL | 32819 | N/A | N/A | GENERAL SUPPORT | $2,500 |
| ST LUKE'S METHODIST CHURCH | |||||||
| 4851 S APOPKA-VINELAND RD | ORLANDO | FL | 32819 | N/A | N/A | GENERAL SUPPORTGENERAL SUPPORT | $30,000 |
| USO | |||||||
| 625 EIGHTH AVE | NEW YORK | NY | 10018 | N/A | N/A | GENERAL SUPPORTGENERAL SUPPORTGENERAL SUPPORT | $500 |
| YML NEW CANAAN | |||||||
| PO BOX 981 | NEW CANAAN | CT | 06840 | N/A | N/A | GENERAL SUPPORTGENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,258 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,734 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$799 | 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 | $18,193 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,193 | 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 | COLUMN E, LINES 3, 4 AND 5: INCOME GENERATED FROM INVESTMENTS IS USED |
| 3 | TO CONTRIBUTE DIRECTLY TO QUALIFIED IRC SECTION 501(C)(3) |
| 3 | ORGANIZATIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE SECURITIES | StockNm |
| EOY Book Value | $394,170 | EOYBookValueAmt |
| EOYFMV | $492,920 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Revenue And Expenses Per Books | $292 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $292 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX DIFFERENCES | Desc |
| Amt | $1,126 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT FEE | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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