ANDERSON FAM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAM FOUNDATION (EIN 35-6942786)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201631379349102498
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T13:32:53-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043728817 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tronconi Segarra & Associates LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8321 Main Street | AddressLine1Txt |
| City | Williamsville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | 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 | 356942786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Anderson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 7162284391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 Genesse Street No 121 | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | brian geary cpa cima cfp | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 7162284391 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kathleen A Grieco CPA | PreparerPersonNm |
| PTIN | P00759978 | PTIN |
| Phone | 7166331373 | PhoneNum |
| Preparation | 2016-05-11 | 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 | $52,066 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,143 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $615 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $313 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $312 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $450 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $787 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,762 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,415 | CashBOYAmt |
| Cash EOY | $6,322 | CashEOYAmt |
| Cash EOYFMV | $6,322 | CashEOYFMVAmt |
| Corporate Stock BOY | $33,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,174 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,856 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,334 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,191 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,051 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,872 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,379 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,066 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $52,488 | UnrestrictedBOYAmt |
| Unrestricted EOY | $50,092 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,379 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,109 | SubtotalAmt |
| Other Decreases | $17 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Permanent Portfolio 9.018 Shs | P | 2014-12-10 | 2015-02-09 | $367 | $433 | -$66 | -$66 |
| PIMCO All Asset All Authority 13.775 Shs | P | 2014-09-18 | 2015-02-02 | $126 | $140 | -$14 | -$14 |
| PIMCO Commodity Real Return .660 SHS | P | 2014-09-18 | 2015-02-02 | $3 | $4 | -$1 | -$1 |
| Scout Unconstrained Bond 2.287 SHS | P | 2014-10-16 | 2015-02-02 | $25 | $27 | -$2 | -$2 |
| Third Avenue Focsed Credit fund 224.546 Shs | P | 2014-06-30 | 2015-05-05 | $2,124 | $2,688 | -$564 | -$564 |
| Ishares Russell 39.0 SHS | P | 2013-01-10 | 2015-02-09 | $4,762 | $3,398 | $1,364 | $1,364 |
| Metropolitan West 140.845 SHS | P | 2013-01-01 | 2015-12-18 | $1,500 | $1,534 | -$34 | -$34 |
| Permanent Portfolio 61.229 Shs | P | 2012-11-26 | 2015-02-02 | $2,500 | $2,941 | -$441 | -$441 |
| Permanent Portfolio 52.531 Shs | P | 2012-06-30 | 2015-02-09 | $2,138 | $2,523 | -$385 | -$385 |
| PIMCO All Asset All Authority 251.780 Shs | P | 2013-11-25 | 2015-02-02 | $2,306 | $2,565 | -$259 | -$259 |
| PIMCO commodity Real Return 326.596 SHS | P | 2013-11-25 | 2015-02-02 | $1,418 | $1,800 | -$382 | -$382 |
| Scout Unconstrained Bond 295.945 SHS | P | 2012-10-16 | 2015-02-02 | $3,264 | $3,523 | -$259 | -$259 |
| scout Unconstrained Bond .172 SHS | P | 2013-11-25 | 2015-02-09 | $2 | $2 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $109 | $109 | $109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$934 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,535 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $62,274 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088881 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,957 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $40,938 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,985 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054338 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,925 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.191023 | TotalDistributionRt |
| Average Distribution | 0.047756 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $53,109 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,536 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,539 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,762 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | brian geary cpa CIMA CFP | IndividualWithBooksNm |
| Phone | 7162284391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 Genesse Street suite 121 | AddressLine1Txt |
| City | buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14225 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| prudence d anderson | ||||||||
| 204 TURNBERRY COURT SOUTH | ATLANTIS | FL | 33462 | trustee | 0.50 | $0 | $0 | $0 |
| melinda g poirier | ||||||||
| 112 bridle path | orchard park | NY | 14127 | trustee | 0.50 | $0 | $0 | $0 |
| brian m geary | ||||||||
| 4455 genesse street suite 121 | buffalo | NY | 14225 | trustee | 0.50 | $615 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,048 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6 | TotalTaxAmt |
| Distributable Before Adj | $2,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,649 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,762 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,762 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,762 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,925 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $457 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,382 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,762 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,762 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $887 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $887 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,495 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,495 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,038 | ExcessFromYear2Amt |
| Excess From Year1 | $457 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| breast cancer research foundation | |||||||
| 60 east 56th street 8th floor | new york | NY | 10022 | none | 501(c)(3) | General Working Capital | $150 |
| lake worth rotary club | |||||||
| 301 orange tree drive | atlantis | FL | 33462 | none | 501(c)(3) | general working capital | $100 |
| palm beach habilitation center | |||||||
| 4522 south congress avenue | lake worth | FL | 33461 | none | 501(c)(3) | general working capital | $575 |
| Grandmas Place Inc | |||||||
| 184 Sparrow Drive | Royal Palm Beach | FL | 33411 | None | 501(c)(3) | General Working Capital | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $975 | 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) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $1,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $209 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209 | TotalIncomeProducingActyAmt |
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 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $12,334 | EOYBookValueAmt |
| EOYFMV | $11,191 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $7,564 | EOYBookValueAmt |
| EOYFMV | $7,174 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | exchange traded funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $23,872 | BookValueAmt |
| EOYFMV | $27,379 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other fund balance adjustment | Desc |
| Amt | $17 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| filing fees | $50 | $25 | $25 |
| Bank Fees | $13 | $13 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign taxes | $20 | $20 | $0 |
| excise taxes | $15 | $0 | $0 |
Comments