THE CHRISTOPHER M BARNETT FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE CHRISTOPHER M BARNETT FAMILY FOUNDATION (EIN 99-2233874)
- Tax period
- 2024-03-27 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349107702
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:10:44-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-03-27 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 992233874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Christopher M Barnett Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER M BARNETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-14 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,270,651 | 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 | $8,327,154 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $516 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $516 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,327,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $516 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $240,444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,918 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,049 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $240,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,049 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $816,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $816,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,057,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $830,624 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,270,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $228,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $228,192 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments EOY | $7,042,459 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,042,459 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,270,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,270,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $7,270,651 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,270,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,270,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,270,651 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,270,651 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,270,651 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Christopher M Barnett | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Chair | 1.0 | $0 | $0 | $0 |
| Julie Barnett | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Kennedy Barnett | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Kaitlyn Mulvey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Madison Mulvey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,152 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,932 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $3,954 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,954 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,954 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $830,624 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $830,624 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,954 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $830,624 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,954 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $826,670 | RemainingDistriFromCorpusAmt |
| Total Corpus | $826,670 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $826,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $826,670 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christopher M Barnett | ContributingManagerNm |
| Contributing Manager | Julie Barnett | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOCA RATON REGIONAL HOSPITAL FOUNDATION INC | |||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | N/A | PC | To be used exclusively for Boca Raton Regional Hospital ("Hospital") for the charitable purpose of funding programs, technology, capital improvements and services in the Rockwell Suites. | $20,000 |
| BOYS & GIRLS CLUBS OF BROWARD COUNTY | |||||||
| 877 NW 61ST ST | FORT LAUDERDALE | FL | 33309 | N/A | PC | General & Unrestricted | $5,000 |
| BROWARD PARTNERSHIP FOR THE HOMELESS INC | |||||||
| 920 NW 7TH AVE | FT LAUDERDALE | FL | 33311 | N/A | PC | General & Unrestricted | $50,000 |
| BROWARD PARTNERSHIP FOR THE HOMELESS INC | |||||||
| 920 NW 7TH AVE | FT LAUDERDALE | FL | 33311 | N/A | PC | For Halloween costumes | $1,789 |
| EDEN II SCHOOL FOR AUTISTIC CHILDERN INC | |||||||
| 15 BEACH ST | STATEN ISLAND | NY | 10304 | N/A | PC | General & Unrestricted | $40,000 |
| FOUNDATION FOR THE ADVANCEMENT OF AUTISTIC PERSONS | |||||||
| 15 BEACH ST | STATEN ISLAND | NY | 10304 | N/A | PC | General & Unrestricted (See noncash statement) | $1,500 |
| FOUNDATION FOR THE ADVANCEMENT OF AUTISTIC PERSONS | |||||||
| 15 BEACH ST | STATEN ISLAND | NY | 10304 | N/A | PC | General & Unrestricted | $1,500 |
| FOUNDATION FOR THE ADVANCEMENT OF AUTISTIC PERSONS | |||||||
| 15 BEACH ST | STATEN ISLAND | NY | 10304 | N/A | PC | To provide general support for people with autism and their families, and to support the development of the chocolate factory. | $375,000 |
| FOUNDATION FOR THE ADVANCEMENT OF AUTISTIC PERSONS | |||||||
| 15 BEACH ST | STATEN ISLAND | NY | 10304 | N/A | PC | General & Unrestricted (See noncash statement) | $5,000 |
| JUNIOR ACHIEVEMENT OF GREATER MIAMI | |||||||
| 2124 NE 123RD ST STE 206 | NORTH MIAMI | FL | 33181 | N/A | PC | Stock Market challenge | $1,500 |
| KIDS IN DISTRESS INC | |||||||
| 819 NE 26TH ST | WILTON MANORS | FL | 33305 | N/A | PC | General & Unrestricted (See noncash statement) | $11,100 |
| KIDS IN DISTRESS INC | |||||||
| 819 NE 26TH ST | WILTON MANORS | FL | 33305 | N/A | PC | Charitable Event | $10,000 |
| NEIGHBORS 4 NEIGHBORS | |||||||
| 8900 NW 18TH TER | DORAL | FL | 33172 | N/A | PC | General & Unrestricted | $3,000 |
| NORTH BROWARD HOSPITAL DISTRICT CHARITABLE FOUNDAT | |||||||
| 1201 S ANDREWS AVE | FORT LAUDERDALE | FL | 33316 | N/A | SO I | General & Unrestricted | $25,000 |
| SOLDIERS ANGELS | |||||||
| 2895 NE LOOP 410 STE 107 | SAN ANTONIO | TX | 78218 | N/A | PC | General & Unrestricted (See noncash statement) | $93,000 |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PL | COCONUT CREEK | FL | 33073 | N/A | PC | General & Unrestricted (See noncash statement) | $1,000 |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PL | COCONUT CREEK | FL | 33073 | N/A | PC | General & Unrestricted (See noncash statement) | $10,070 |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PL | COCONUT CREEK | FL | 33073 | N/A | PC | General & Unrestricted (See noncash statement) | $1,400 |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PL | COCONUT CREEK | FL | 33073 | N/A | PC | General & Unrestricted (See noncash statement) | $10,070 |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PL | COCONUT CREEK | FL | 33073 | N/A | PC | General & Unrestricted(See noncash statement) | $50,783 |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PL | COCONUT CREEK | FL | 33073 | N/A | PC | Support for individuals aging out of the foster care system | $17,500 |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PL | COCONUT CREEK | FL | 33073 | N/A | PC | Donation for The Food Truck for the Next Steps BBQ and iFly Event Tickets. | $2,342 |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 2890 | NEW YORK | NY | 10116 | N/A | PC | $25K towards the Barnett and Irvine Cherry Pantry Endowed Fund and $25K towards the Barnett and Irvine Cherry Pantry Term Fund | $50,000 |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 2890 | NEW YORK | NY | 10116 | N/A | PC | College of Public Health Scholarship Fund | $11,700 |
| THE COOPERATIVE FEEDING PROGRAM INC | |||||||
| 1 NW 33RD TER | FT LAUDERDALE | FL | 33311 | N/A | PC | General & Unrestricted (See noncash statement) | $321 |
| UNCS CARES CORPORATION | |||||||
| 1471 NE 26TH ST 2ND FL | FT LAUDERDALE | FL | 33305 | N/A | PC | General & Unrestricted | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $816,575 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $516 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $516 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $516 | 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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ABA Management Services LLC | |||||||
| 1 | 110 East Broward Blvd STE 1100 | Fort Lauderdale | FL | 33301 | $356,401 | Yes (X) | Yes (X) |
| Agile Enterprises LLC | |||||||
| 2 | 110 E Broward Blvd 24th Floor | Fort Lauderdale | FL | 33301 | $7,042,459 | Yes (X) | |
| Altier Will | |||||||
| 3 | 701 S Federal Highway | Boca Raton | FL | 33432 | $5,000 | Yes (X) | |
| Barker Kyle | |||||||
| 4 | 2300 Diana Dr Apt 202 | Hallandale Beach | FL | 33009 | $5,000 | Yes (X) | |
| Barnett Christopher M | |||||||
| 5 | 2890 NE 28th St | Ft Lauderdale | FL | 33306 | $633,140 | Yes (X) | Yes (X) |
| Bozzuto Michael | |||||||
| 6 | 275 Schoolhouse Rd | Cheshire | CT | 06410 | $5,000 | Yes (X) | |
| Christopher Barnett Trust | |||||||
| 7 | c/o Christopher Barnett 2890 NE 28 | Ft Lauderdale | FL | 33306 | $85,000 | Yes (X) | |
| Irvine Nathaniel | |||||||
| 8 | 131 Daniel Webster Highway | Nashua | NH | 03060 | $150,000 | Yes (X) | |
| Jonkman Timothy | |||||||
| 9 | 17310 NW 120th St | Platte City | MO | 64079 | $5,000 | Yes (X) | |
| McDonough Enterprises LLC | |||||||
| 10 | c/o Ed McDonough 333 Las Olas Way | Fort Lauderdale | FL | 33301 | $15,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Professional Sports Tickets | $3,900 | 2024-10-30 |
| 1 | Professional Sports Tickets | $2,500 | 2024-11-01 |
| 2 | LLC INTERESTS | $7,042,459 | 2024-12-31 |
| 5 | VESSEL | $93,000 | 2024-08-23 |
| 5 | PERSONAL PROPERTY | $20,140 | 2024-10-26 |
| 5 | PERSONAL PROPERTY | $5,000 | 2024-11-01 |
| 5 | PERSONAL PROPERTY | $5,000 | 2024-11-05 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IN-KIND GRANTS | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 AND PART XIV LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING BOOK VALUE OF EACH ITEM: PURCHASE PRICE METHOD FOR DETERMINING FAIR MARKET VALUE OF EACH ITEM: VALUE ON DATE OF GRANT TOTAL FAIR MARKET VALUE OF PROPERTY: $134,244 TOTAL BOOK VALUE OF PROPERTY: $446,244 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $134,244 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Video Games UNITS: 6 DATE OF DISTRIBUTION: 12/16/2024 GRANT RECIPIENT: SOS Childrens Villages Florida Inc FMV OF PROPERTY: $783 BOOK VALUE OF PROPERTY: $783 DESCRIPTION OF PROPERTY: Handbag UNITS: 1 DATE OF DISTRIBUTION: 11/1/2024 GRANT RECIPIENT: Kids in Distress Inc FMV OF PROPERTY: $5,000 BOOK VALUE OF PROPERTY: $5,000 DESCRIPTION OF PROPERTY: E-Bike UNITS: 1 DATE OF DISTRIBUTION: 11/1/2024 GRANT RECIPIENT: Kids in Distress Inc FMV OF PROPERTY: $3,600 BOOK VALUE OF PROPERTY: $3,600 DESCRIPTION OF PROPERTY: Boat UNITS: 1 DATE OF DISTRIBUTION: 8/23/2024 GRANT RECIPIENT: Soldiers Angels FMV OF PROPERTY: $93,000 BOOK VALUE OF PROPERTY: $405,000 DESCRIPTION OF PROPERTY: Toilet Seat Covers UNITS: 20 DATE OF DISTRIBUTION: 8/30/2024 GRANT RECIPIENT: THE COOPERATIVE FEEDING PROGRAM INC FMV OF PROPERTY: $321 BOOK VALUE OF PROPERTY: $321 DESCRIPTION OF PROPERTY: Handbag UNITS: 1 DATE OF DISTRIBUTION: 11/2/2024 GRANT RECIPIENT: SOS CHILDRENS VILLAGES FLORIDA INC FMV OF PROPERTY: $10,070 BOOK VALUE OF PROPERTY: $10,070 DESCRIPTION OF PROPERTY: Handbag UNITS: 1 DATE OF DISTRIBUTION: 10/27/2024 GRANT RECIPIENT: SOS CHILDRENS VILLAGES FLORIDA INC FMV OF PROPERTY: $10,070 BOOK VALUE OF PROPERTY: $10,070 DESCRIPTION OF PROPERTY: Handbag UNITS: 1 DATE OF DISTRIBUTION: 11/5/2024 GRANT RECIPIENT: FOUNDATION FOR THE ADVANCEMENT OF AUTISTIC PERSONS INC FMV OF PROPERTY: $5,000 BOOK VALUE OF PROPERTY: $5,000 DESCRIPTION OF PROPERTY: Baseball Tickets UNITS: 1 DATE OF DISTRIBUTION: 11/4/2024 GRANT RECIPIENT: SOS CHILDRENS VILLAGES FLORIDA INC FMV OF PROPERTY: $1,000 BOOK VALUE OF PROPERTY: $1,000 DESCRIPTION OF PROPERTY: Baseball Tickets UNITS: 1 DATE OF DISTRIBUTION: 11/2/2024 GRANT RECIPIENT: SOS CHILDRENS VILLAGES FLORIDA INC FMV OF PROPERTY: $1,400 BOOK VALUE OF PROPERTY: $1,400 DESCRIPTION OF PROPERTY: Baseball Tickets UNITS: 1 DATE OF DISTRIBUTION: 10/30/2024 GRANT RECIPIENT: FOUNDATION FOR THE ADVANCEMENT OF AUTISTIC PERSONS INC FMV OF PROPERTY: $1,500 BOOK VALUE OF PROPERTY: $1,500 DESCRIPTION OF PROPERTY: Baseball Tickets UNITS: 2 DATE OF DISTRIBUTION: 11/1/2024 GRANT RECIPIENT: KIDS IN DISTRESS INC FMV OF PROPERTY: $2,500 BOOK VALUE OF PROPERTY: $2,500 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GATEHOUSE SOBER COMMUNITY LLC | $1,194,900 | $1,194,900 |
| LIFE SERVICES FOR RECOVERY LLC | $1,351,300 | $1,351,300 |
| MAT CARE CLINICS LLC | $3,978,100 | $3,978,100 |
| RECOVERING LIFE SERVICES LLC | $518,159 | $518,159 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: Typically, a finding of a substantial contraction of assets is made by reference to the fair market value of a foundation's net assets on the first day of its calendar year. However, the taxable year ending December 31, 2024 was the year in which the Foundation received its initial endowment and the finding of a substantial contraction in this case was made by reference to the fair market value of the Foundation's assets on the date that it received its initial endowment. Accordingly, the degree of contraction of the Foundation's net assets may have been exaggerated. During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $816,574. This amount represents 25% or more of the Foundation's net assets of $35,000 (as measured by fair market value) on the day that the Foundation received its initial endowment in the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $4,979 | $4,979 | |
| Administrative Set-Up Fee | $5,900 | $5,900 | |
| Bank Charges | $6,918 | $6,918 | |
| Computers/Electronic Devices | $1,650 | $1,650 | |
| Delaware Incorporation Fees | $500 | $500 | |
| Insurance Premiums | $290 | $290 | |
| IRS Application Fees | $600 | $600 | |
| Postage/Delivery Service | $60 | $60 | |
| State or Local Filing Fees | $70 | $70 | |
| FUNDRAISING EXPENSES | $219,477 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ABA Management Services LLC | |||
| 110 East Broward Blvd STE 1100 | Fort Lauderdale | FL | 33301 |
| Agile Enterprises LLC | |||
| 110 E Broward Blvd 24th Floor | Fort Lauderdale | FL | 33301 |
| Barnett Christopher M | |||
| 2890 NE 28th St | Ft Lauderdale | FL | 33306 |
| Christopher Barnett Trust | |||
| c/o Christopher Barnett 2890 NE 28 | Ft Lauderdale | FL | 33306 |
| Irvine Nathaniel | |||
| 131 Daniel Webster Highway | Nashua | NH | 03060 |
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