VNTC COTTEE ALVIN SHERMAN FAM FOUNDATION 011635: Form 990PF, tax year 2015
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- Organization
- VNTC COTTEE ALVIN SHERMAN FAM FOUNDATION 011635 (EIN 65-0419459)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201613169349100441
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T12:18:31-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650881956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HACKER & ROMANO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 N 29TH AVE STE 102 | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650419459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVIN SHERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALVI | BusinessNameControlTxt |
| Phone | 3059331188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 ISLAND BLVD NO 1605 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33160 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAYNE SHERMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3059331188 | PhoneNum |
| Signature | 2016-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY HACKER | PreparerPersonNm |
| PTIN | P00184500 | PTIN |
| Phone | 9549222207 | PhoneNum |
| 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 | $1,790,737 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $52,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,234 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,280 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,857 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,462 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,599 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,303 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,565 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,706,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,616,520 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,760,445 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $640 | OtherAssetsBOYAmt |
| Other Assets EOY | $727 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $727 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,742,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,646,812 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,790,737 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,742,115 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,646,812 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,742,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,646,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,742,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,646,812 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,742,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,303 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,646,812 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,646,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .307 ALLIANCE RES PARTNERS | P | 1999-09-27 | 2015-11-03 | $7 | $1 | $6 | $6 |
| .864 AMERICAN CAPITAL AGENCY | P | 2011-05-06 | 2015-11-03 | $16 | $26 | -$10 | -$10 |
| .097 FLAHERTY & CRUMRINE CLAYMORE P | P | 2008-08-06 | 2015-11-03 | $2 | $1 | $1 | $1 |
| .581 ISHARES MSCI SINGAPORE EFT | P | 2010-09-21 | 2015-11-03 | $6 | $8 | -$2 | -$2 |
| .744 MFA FINANCIAL INC | P | 2009-11-06 | 2015-11-03 | $5 | $5 | $0 | $0 |
| .755 POWERSHARES QQQ TR | P | 2002-01-18 | 2015-11-03 | $87 | $29 | $58 | $58 |
| .611 PROSHARES ULTRA S&P 500 | P | 2009-01-08 | 2015-11-03 | $41 | $8 | $33 | $33 |
| .572 AMERICAN CAPITAL AGENCY | P | 2015-11-09 | 2015-11-18 | $10 | $10 | $0 | $0 |
| .966 FLAHERTY & CRUMRINE CLAYMORE P | P | 2015-10-30 | 2014-11-18 | $20 | $18 | $2 | $2 |
| .680 MFA FINANCIAL INC | P | 2015-10-30 | 2015-11-09 | $5 | $5 | $0 | $0 |
| .953 POWERSHARES QQQ TR | P | 2015-10-30 | 2015-11-09 | $109 | $108 | $1 | $1 |
| 410 CHEVRON | P | 2015-04-28 | $45,500 | $44,063 | $1,437 | $1,437 | |
| 1205 ISHARES MSCI SINGAPORE ETF | P | 2015-09-09 | $12,836 | $16,277 | -$3,441 | -$3,441 | |
| .8306 ISHARES MSCI SINGAPORE ETF | P | 2015-09-09 | $9 | $9 | $0 | $0 | |
| 1100 NY MTG REIT | P | 2015-09-22 | $7,147 | $7,951 | -$804 | -$804 | |
| 1000 NY MTG REIT | P | 2015-09-22 | $6,498 | $6,251 | $247 | $247 | |
| 900 NY MTG REIT | P | 2015-09-22 | $5,848 | $5,660 | $188 | $188 | |
| 367 NY MTG REIT | P | 2015-09-22 | $2,385 | $2,136 | $249 | $249 | |
| 100 NY MTG REIT | P | 2015-09-22 | $650 | $630 | $20 | $20 | |
| 100 NY MTG REIT | P | 2015-09-22 | $650 | $605 | $45 | $45 | |
| 100 NY MTG REIT | P | 2015-09-22 | $650 | $603 | $47 | $47 | |
| 100 NY MTG REIT | P | 2015-09-22 | $650 | $609 | $41 | $41 | |
| 100 NY MTG REIT | P | 2015-09-22 | $650 | $636 | $14 | $14 | |
| 100 NY MTG REIT | P | 2015-09-22 | $650 | $629 | $21 | $21 | |
| 25 NY MTG REIT | P | 2015-09-22 | $162 | $157 | $5 | $5 | |
| 10 NY MTG REIT | P | 2015-09-22 | $65 | $63 | $2 | $2 | |
| .33 NY MTG REIT | P | 2015-09-22 | $2 | $2 | $0 | $0 | |
| .2496 PROSHARES ULTRA S&P 500 | P | 2015-05-20 | $17 | $13 | $4 | $4 | |
| 1016 SEADRILL LTD F | P | 2015-04-15 | $12,478 | $24,447 | -$11,969 | -$11,969 | |
| .8384 SEADRILL LTD F | P | 2015-04-15 | $10 | $17 | -$7 | -$7 | |
| 373 VANGUARD FTSE EMERGING MKT | P | 2015-08-26 | $12,356 | $17,250 | -$4,894 | -$4,894 | |
| .3859 VANGUARD FTSE EMERGING MKT | P | 2015-08-26 | $13 | $15 | -$2 | -$2 | |
| PER FORM K1S RECEIVED | P | $835 | $835 | $835 | |||
| CAPITAL GAINS DIVIDENDS | P | $235 | $235 | $235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,638 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,362 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,995,952 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029741 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,924 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,207,938 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042986 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,066,040 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038484 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $838,176 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032362 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $551,482 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029194 | DistributionYr5Rt |
| Total Distribution | 0.172767 | TotalDistributionRt |
| Average Distribution | 0.034553 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,898,036 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,583 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $509 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,092 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,300 | 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 | $509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $727 | OverpaymentAmt |
| Applied To ES Tax | $727 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY HACKER CPA | IndividualWithBooksNm |
| Phone | 9549222207 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 N 29 AVE STE 102 | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAYNE SHERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 753 SPRINGS FIREPLACE ROAD | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOCATE QUALIFIED TAX EXEMPT ORGANIZATIONS. DONATE TO THEM TO FUTHER THEIR TAX EXEMPT PURPOSE. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,887,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,926,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,926,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,898,036 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $509 | TotalTaxAmt |
| Distributable Before Adj | $94,393 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,393 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,393 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $509 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,393 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,560 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,560 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $92,653 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIPAC | |||||||
| PO BOX 96727 | WASHINGTON | DC | 20090 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $1,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE STE 400 | NEW YORK | NY | 10001 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $2,500 |
| ASPCA | |||||||
| 424 E 92 ST | NEW YORK | NY | 10128 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| BOYS TOWN | |||||||
| 100 FLANAGAN BLD | BOYS TOWN | NE | 680109989 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| BROOKINGS INSTITUTION | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20026 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $1,000 |
| CALVERY CHAPEL | |||||||
| 2401 W CYPRESS CREEK RD | FT LAUDERDALE | FL | 33309 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $300 |
| CATO INSTITUE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20077 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $1,000 |
| CIRCLE OF FRIENDS - NSU | |||||||
| 3100 RAY FERRERO JR BLVD | FT LAUDERDALE | FL | 333147796 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $2,000 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 130707 | HOUSTON | TX | 772190707 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| FISHER HOUSE FOUNDATIOMN | |||||||
| 111 ROCKVILLE PIKE 420 | ROCKVILLE | MD | 20850 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $7,500 |
| FLORIDA SHERIFF'S ASSOC | |||||||
| P O BOX 12519 | TALLAHASSEE | FL | 32317 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| PO BOX 560887 | DALLAS | TX | 753569733 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $250 |
| HELP US LIVE CORP | |||||||
| PO BOX 223578 | HOLLYWOOD | FL | 33022 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $2,500 |
| HIFF | |||||||
| 47 NEWTON LANE | EAST HAMPTON | NY | 11937 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $5,000 |
| ISRAEL TENNIS CENTER FOUNDATION | |||||||
| 3275 W HILLSBORO BLVD 102 | DEERFIELD BEACH | FL | 33442 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $500 |
| JEWISH COMMUNITY CENTER | |||||||
| 18900 NE 25TH AVE | MIAMI | FL | 33180 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $5,000 |
| JUDICIAL WATCH INC | |||||||
| 425 3RD ST SW 800 | WASHINGTON | DC | 20024 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $6,000 |
| MEDIA RESEARCH CENTER | |||||||
| 325 S PATRICK ST | ALEXANDRIA | VA | 22314 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $1,000 |
| MEMORIAL FOUNDATION | |||||||
| 3711 GARFIELD ST | HOLLYWOOD | FL | 33021 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $20,000 |
| MIGHTY 8TH AIR FORCE MUSEUM | |||||||
| PO BOX 1992 | SAVANNAH | GA | 31402 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $250 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVE | FT LAUDERDALE | FL | 33314 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $20,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 3900 LENNANE DR | SACRAMENTO | CA | 95834 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $5,000 |
| REAGAN RANCH | |||||||
| PO BOX 2518 | SANTA BARBARA | CA | 931202518 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $250 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $2,000 |
| TEMPLE BETH EL | |||||||
| 1351 S 14TH AVE | HOLLYWOOD | FL | 33020 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $250 |
| THE SALVATION ARMY | |||||||
| PO BOX 330607 | MIAMI | FL | 33233 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $2,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 666758517 | NONE | OTHER PUBLIC CHARITY | TO FUTHER THE ORGANIZATION CHARITABLE PURPOSE | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,234 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$17,638 | 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 | $34,596 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,596 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | GENERATE INCOME TO BE USED FOR CHARITABLE PURPOSES |
| 8 | GENERATE INCOME TO BE USED FOR CHARITABLE PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION | CategoryTxt |
| Amt | $1,280 | Amt |
| Net Investment Income | $1,280 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,616,520 | EOYBookValueAmt |
| EOYFMV | $1,760,445 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME TAXES | Desc |
| BOY Book Value | $640 | BOYBookValueAmt |
| EOY Book Value | $727 | EOYBookValueAmt |
| EOYFMV | $727 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $95 | $95 | $0 |
| LOSS PER K1S PTP | $26,367 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX FYE 12/31/14 | $1,344 | $0 | $0 |
| FEDERAL INCOME TAX FYE 12/31/15 | $513 | $0 | $0 |
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