DR JOHN T MACDONALD FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DR JOHN T MACDONALD FOUNDATION INC (EIN 59-0818918)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-20
- IRS object ID
- 201622029349100102
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-20T10:48:06-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650356804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBINS & LANDINO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SE 10TH STREET | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590818918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOHN T MACDONALD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRJO | BusinessNameControlTxt |
| Phone | 3056676017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE SUITE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM GREENE LCSW | PersonNm |
| Person Title | EXEC. DIR. | PersonTitleTxt |
| Phone | 3056676017 | PhoneNum |
| Signature | 2016-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ROBBINS | PreparerPersonNm |
| PTIN | P01210648 | PTIN |
| Phone | 9544673100 | PhoneNum |
| Preparation | 2016-07-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,056,062 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $33,359 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,314 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $474,091 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $474,091 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $951,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,193,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $866,942 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,873 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,081 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,464,637 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,346,428 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,104 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,310 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $137,794 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $19,317 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,932 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,385 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,966 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,297 | PensionEmplBnftNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $223 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $201 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,836 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,786 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,263 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $29,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,161 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,447 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $33,796 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,380 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,487 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,694 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78,076 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $404,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $292,176 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,138,416 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,122,373 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,543,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,414,549 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,078,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,269,874 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,469,977 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $465,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $465,081 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $8,941 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $8,231 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $8,941 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $8,941 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,677 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,548 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,548 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $23,721,157 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,569,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,569,292 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,596 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,596 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $25,210,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,056,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,056,062 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,248 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $639 | AccountsPayableEOYAmt |
| Grants Payable BOY | $364,237 | GrantsPayableBOYAmt |
| Grants Payable EOY | $380,280 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $323,065 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $331,561 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $689,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $712,480 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $24,520,692 | UnrestrictedBOYAmt |
| Unrestricted EOY | $21,343,582 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,520,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,343,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,210,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,056,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,520,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,078,486 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,442,206 | SubtotalAmt |
| Other Decreases | $2,098,624 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,343,582 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EPOCH GLOBAL EQTY | P | $13,926 | $14,237 | -$311 | -$311 |
| K-1 NAUTIC PARTNERS V, LP | P | $29,897 | $29,897 | $29,897 | |
| EPOCH GLOBAL EQTY | P | $29,575 | $19,773 | $9,802 | $9,802 |
| GLOBAL MULTI-STRATEGY/DIVERSIFIERS | P | $167,000 | $167,785 | -$785 | -$785 |
| ARTISAN MID CAP VALUE | P | $30,133 | $31,493 | -$1,360 | -$1,360 |
| SATELLITE STRATEGIES | P | $54,000 | $50,652 | $3,348 | $3,348 |
| VULCAN VALUE PARTNERS | P | $48,327 | $43,071 | $5,256 | $5,256 |
| PIMCO UNCONSTRAINED BOND INSTL CLASS | P | $65,474 | $67,715 | -$2,241 | -$2,241 |
| PIMCO UNCONSTRAINED BOND INSTL CLASS | P | $434,676 | $456,989 | -$22,313 | -$22,313 |
| ARTISAN INTERNATIONAL FUND | P | $93,030 | $63,104 | $29,926 | $29,926 |
| DODGE & COX INTERNATIONAL STOCK FUND | P | $98,052 | $94,312 | $3,740 | $3,740 |
| HARBOR SMALL CAP VALUE INSTL | P | $31,969 | $24,151 | $7,818 | $7,818 |
| K-1 CHISHOLM PARTNERS III, LP | P | $23,417 | $23,417 | $23,417 | |
| K-1 CHISHOLM PARTNERS IV, LP | P | $89 | $89 | $89 | |
| K-1 CHISHOLM PARTNERS IV, LP | P | $4,847 | $4,847 | $4,847 | |
| K-1 NAUTIC PARTNERS V, LP | P | $175 | $175 | $175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $866,942 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,288 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,123,251 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,290,545 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083954 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,925,893 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,854,805 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.113166 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,190,603 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,848,873 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.186385 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,051,248 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,004,830 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070721 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,655,385 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,711,768 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059736 | DistributionYr5Rt |
| Total Distribution | 0.513962 | TotalDistributionRt |
| Average Distribution | 0.102792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,405,877 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,405,937 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,699 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,418,636 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,414,549 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,397 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,397 | SubtotalAmt |
| Tax Based On Investment Income | $25,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $101 | EsPenaltyAmt |
| Overpayment | $2,502 | OverpaymentAmt |
| Applied To ES Tax | $2,502 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JTMACDONALDFDN.ORG | WebsiteAddressTxt |
| Individual With Books | EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 3056676017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE SUITE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KIM GREENE LCSW | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | EXEC. DIR. | 40.00 | $153,104 | $22,966 | $0 |
| THOMAS M MARK MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DEAN H ROLLER MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | VICECHAIRMAN | 1.00 | $0 | $0 | $0 |
| STEVEN S PABALAN MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOSEPH A ALLEN DDS | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT G BREIER | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALDO C BUSOT | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY W DIX CPA | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES A DUNN MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| R RODNEY HOWELL MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN C NORDT III MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| R LATANAE PARKER JR MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOE A REYES CPA | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STUART H SAVEDOFF DDS | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KARL SMILEY MD | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET C STARNER CFP | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANA L VICINA MDMBAFCAP | ||||||||
| 1550 MADRUGA AVENUE SUITE 215 | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,227,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,535,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,762,312 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $23,762,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $356,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,405,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,170,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,170,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,397 | TotalTaxAmt |
| Distributable Before Adj | $1,144,897 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,144,897 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,144,897 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,414,549 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,414,549 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,414,549 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,144,897 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $313,118 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $622,088 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,824,233 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,679,057 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $903,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,341,846 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,414,549 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,144,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,269,652 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,611,498 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $313,118 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,298,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $622,088 | ExcessFromYear4Amt |
| Excess From Year3 | $3,824,233 | ExcessFromYear3Amt |
| Excess From Year2 | $1,679,057 | ExcessFromYear2Amt |
| Excess From Year1 | $903,350 | ExcessFromYear1Amt |
| Excess From Current Year | $1,269,652 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR JOHN T MACDONALD ATTN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVENUE | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056676017 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT FOUNDATION FOR APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT FOUNDATION FOR DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT FUND NATIONAL PROJECTS WHICH WOULD RESULT IN FUNDING LEAVING DADE COUNTY, FOR-PROFIT ORGANIZATIONS, SUPPORT OF POLITICAL CANDIDATES OR CAMPAIGNS, PROJECTS THAT PROMOTE A RELIGIOUS FAITH, DIRECT SUPPORT OF INDIVIDUALS, AND OTHER GRANT-MAKING FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SEE ATTACHED | |||||
| 1550 MADRUGA AVE STE 215 | CORAL GABLES | FL | 33146 | TO PROMOTE HEALTHCARE | $1,758,136 |
| SEE ATTACHED | |||||
| 1550 MADRUGA AVE STE 215 | CORAL GABLES | FL | 33146 | TO PROMOTE HEALTHCARE | $364,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,122,373 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 MADRUGA AVE STE 215 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | TO PROMOTE HEALTHCARE | GrantOrContributionPurposeTxt |
| Amt | $380,280 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $380,280 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,314 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $474,091 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $887,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $63,543 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 1 | $792 |
| K-1 CHISHOLM PARTNERS III, LP | 14 | $88 |
| K-1 NAUTIC PARTNERS V, LP | 14 | $1,993 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,367,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $63,543 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,431,278 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADELE H GODDARD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 LE JEUNE ROAD SUITE 201 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $33,309 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING AND TAX SERVICES | $7,836 | $4,000 | $4,786 |
| AUDIT SERVICES | $13,000 | $13,000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| ARTISAN MID CAP | PURCHASE | $41,377 | $31,138 | $10,239 |
| BARON SMALL CAP | PURCHASE | $38,947 | $28,671 | $10,276 |
| HARBOR CAPITAL APPRECIATION INSTL | PURCHASE | $213,409 | $149,866 | $63,543 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MAINSTAY EPOCH GLBL/PIMCO TOTAL | $701,446 | $701,446 |
| GLOBAL MULTI STRAT/THE VANGUARD GRP | $5,648,635 | $5,648,635 |
| CHISHOLM PARTNERS III LP | $15,959 | $15,959 |
| CHISHOLM MGMT IV LP | ||
| SATELLITE STRAT/PRIVATE CAPITAL | $1,478,925 | $1,478,925 |
| NAVIS PARTNERS V | $253,254 | $253,254 |
| FIXED INCOME/LOW DURATION FUND | $5,552,432 | $5,552,432 |
| ARTISAN INTERNATIONAL | $1,185,667 | $1,185,667 |
| HARBOR SMALL VALUE | $751,873 | $751,873 |
| ARTISAN MIDCAP | $646,201 | $646,201 |
| BARON SMALL CAP | $653,009 | $653,009 |
| HARBOR CAP APPR./SCHWAB FUNDING | $1,635,908 | $1,635,908 |
| VULCAN VALUE | $1,419,020 | $1,419,020 |
| DODGE & COX/COLUMBIA | $952,734 | $952,734 |
| ARTISAN MIDCAP VALUE | $674,229 | $674,229 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $11,596 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $11,596 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $223 | LegalFeesAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $201 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $2,046,778 |
| UNREALIZED LOSS K-1 CHISHOLM PARTNERS III, LP | $20,106 |
| UNREALIZED LOSS K-1 CHISHOLM PARTNERS IV, LP | $4,845 |
| BOOK/TAX DIFFERENCE K-1 CHISHOLM PARTNERS IV, LP | $63 |
| UNREALIZED LOSS K-1 NAUTIC PARTNERS V, LP | $26,832 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK SERVICE CHARGES | $25 | $9 | $16 |
| AUTOMOBILE | $1,201 | $120 | $1,083 |
| WORKSHOPS AND SEMINARS | $1,903 | $666 | $1,237 |
| DUES AND SUBSCRIPTIONS | $5,346 | $5,345 | |
| INSURANCE | $42,214 | $11,398 | $29,540 |
| COMPUTER AND INTERNET EXPENSE | $4,810 | $1,443 | $5,873 |
| BOARD MEETING EXPENSE | $8,537 | $8,537 | |
| OFFICE EXPENSE | $2,397 | $839 | $1,809 |
| POSTAGE | $312 | $109 | $203 |
| TELEPHONE | $2,635 | $791 | $1,933 |
| SPECIAL PROJECTS | $5,000 | $5,000 | |
| K-1 CHISHOLM PARTNERS III, LP | $1,204 | $1,204 | |
| OTHER DEDUCTIONS | |||
| K-1 CHISHOLM PARTNERS IV, LP- | $430 | $430 | |
| OTHER DEDUCTIONS | |||
| K-1 NAUTIC PARTNERS V, LP- | $680 | $680 | |
| OTHER DEDUCTIONS | -$17,500 | $17,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $792 | |
| K-1 CHISHOLM PARTNERS III, LP | $88 | $88 |
| K-1 NAUTIC PARTNERS V, LP | $1,993 | $1,993 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EMPLOYEE BENEFITS PAYABLE | $280,812 | $303,909 |
| FEDERAL EXCISE TAXES PAYABLE | $9,133 | $27,652 |
| DEFERRED FEDERAL EXCISE TAXES | $33,120 | |
| PAYABLE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY & MGMT FEES | CategoryTxt |
| Amt | $48,263 | Amt |
| Net Investment Income | $48,263 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $11,608 | $1,161 | $10,447 |
| EXCISE TAX | $17,900 |
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