BETA

STEVEN & KIKI ESRICK DREAM FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
STEVEN & KIKI ESRICK DREAM FOUNDATION INC (EIN 59-3481631)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201501359349100345
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-15T09:15:22-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592831281PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALER DONTEN LEVINE ET AL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DR 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334015948ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593481631EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVEN & KIKI ESRICK DREAM FOUNDATIONINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEVBusinessNameControlTxt
Phone9706181117PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1756 HARBOUR ISLES COURTAddressLine1Txt
CityNORTH PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN ESRICKPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9706181117PhoneNum
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL H LEVINEPreparerPersonNm
PTINP00085421PTIN
Phone5618329292PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$508,021FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,267DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,267DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$175,551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$197,016GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$175,551CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$193,818TotalRevAndExpnssAmt
Total Net Invst Incm$193,818TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$888AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$887AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,516TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,591TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,038TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,037TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$180,372ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$180,372ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,963TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,038TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$181,409TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,855ExcessRevenueOverExpensesAmt
Net Investment Income$192,780NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$19,039SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$55,545SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$55,545SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$10AcctRcvblAmt
Acct Rcvbl BOY$796AcctRcvblBOYAmt
Acct Rcvbl EOY$10AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$10AcctRcvblEOYFMVAmt
Corporate Stock BOY$229,990CorporateStockBOYAmt
Corporate Stock EOY$208,525CorporateStockEOYAmt
Corporate Stock EOYFMV$452,466CorporateStockEOYFMVAmt
Total Assets BOY$249,825TotalAssetsBOYAmt
Total Assets EOY$264,080TotalAssetsEOYAmt
Total Assets EOYFMV$508,021TotalAssetsEOYFMVAmt
Other Liabilities BOY$27,500OtherLiabilitiesBOYAmt
Other Liabilities EOY$31,900OtherLiabilitiesEOYAmt
Total Liabilities BOY$27,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,900TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$222,325UnrestrictedBOYAmt
Unrestricted EOY$232,180UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$222,325TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$232,180TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$249,825TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$264,080TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$222,325TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,855ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$232,180SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$232,180TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
500 SHS PAYCHEX INCP2000-11-282014-02-11$20,480$2,385$18,095$18,095
1,000 SHS PAYCHEX INCP2000-11-282014-03-10$42,265$4,770$37,495$37,495
500 SHS PAYCHEX INCP2000-11-282014-07-08$20,630$2,385$18,245$18,245
1,500 SHS PAYCHEX INCP2000-11-282014-09-29$66,359$7,155$59,204$59,204
1,000 SHS PAYCHEX INCP2000-11-282014-11-14$47,279$4,770$42,509$42,509
CAPITAL GAINS DIVIDENDSP$3$3$3
FieldValueIRS element (for citing)
Capital Gain Net Income$175,551CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$96,196AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$598,863NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.160631DistributionYr1Rt
Adjusted Qlfy Distri Yr2$104,101AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$277,182NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.375569DistributionYr2Rt
Adjusted Qlfy Distri Yr3$81,929AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$311,754NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.262800DistributionYr3Rt
Adjusted Qlfy Distri Yr4$98,730AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$357,816NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.275924DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,350AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$395,802NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.114577DistributionYr5Rt
Total Distribution1.189501TotalDistributionRt
Average Distribution0.237900AverageDistributionRt
Net Vl Noncharitable Assets$544,289NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$129,486AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,928NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$131,414AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$181,409QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,928InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,928SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,928TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$34EsPenaltyAmt
Tax Due$1,962TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone9706181117PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1756 HARBOUR ISLES COURTAddressLine1Txt
CityNORTH PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN M ESRICK
756 HARBOUR ISLES COURTNORTH PALM BEACHFL33410DIRECTOR2.00$0$0$0
ANNA K ESRICK
756 HARBOUR ISLES COURTNORTH PALM BEACHFL33410DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$527,779AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,799AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$552,578TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$552,578AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,289CashDeemedCharitableAmt
Net Vl Noncharitable Assets$544,289NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,214MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,214MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,928TaxBasedOnInvestmentIncomeAmt
Total Tax$1,928TotalTaxAmt
Distributable Before Adj$25,286DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,286DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,286DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$181,409ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$181,409QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,928PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$179,481AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,286DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$25,818ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$81,109ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$66,581ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$90,626ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$67,765ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$331,899TotalExcessDistributionCyovAmt
Qualifying Distributions$181,409QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,286AppliedToCurrentYearAmt
Remaining Distri From Corpus$156,123RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$488,022TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$25,818ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$462,204ExcessDistriCyovToNextYrAmt
Excess From Year4$81,109ExcessFromYear4Amt
Excess From Year3$66,581ExcessFromYear3Amt
Excess From Year2$90,626ExcessFromYear2Amt
Excess From Year1$67,765ExcessFromYear1Amt
Excess From Current Year$156,123ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN M ESRICKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WENDY WALK - FJC FOUNDATION
11400 WEST OLYMPIC BLVD STE 600LOS ANGELESCA90064NONEPUBLICFOR GENERAL PURPOSES$43
SIGMA ALPHA EPSILON
1520 LIGURIA AVENUECORAL GABLESFL33146NONEPUBLICFOR GENERAL PURPOSES$100
AIDS WALK SAN FRANCISCO
273 NINTH STREETSAN FRANCISCOCA94103NONEPUBLICFOR GENERAL PURPOSES$150
NATIONAL EATING DISORDERS ASSOCIATION
165 WEST 46TH STREET SUITE 402NEW YORKNY10036NONEPUBLICFOR GENERAL PURPOSES$250
REMEMBER HONOR SUPPORT INC
76 FOURTH ST N 1073ST PETERSBURGFL33731NONEPUBLICFOR GENERAL PURPOSES$500
WOOL FUND
7600 BALL MILL ROADATLANTAGA30350NONEPUBLICFOR GENERAL PURPOSES$500
THE BUDDY PROGRAM INC
110 EAST HALLAM ST SUITE 125ASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$700
ASPEN ANIMAL SHELTER
101 ANIMAL SHELTER ROADASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$1,000
ASPEN KOMEN
50 S STEELE ST STE 100DENVERCO80209NONEPUBLICFOR GENERAL PURPOSES$1,000
NATIONAL MS SOCIETY
3201 W COMMERCIAL BLVD STE 127FORT LAUDERDALEFL33309NONEPUBLICFOR GENERAL PURPOSES$1,000
PREVENT CHILD ABUSE AMERICA
228 SOUTH WABASH AVENUE 10 FLOORCHICAGOIL60604NONEPUBLICFOR GENERAL PURPOSES$1,000
TEMPLE BETH EL
400 PASADENA AVENUE SOUTHST PETERSBURGFL33707NONEPUBLICFOR GENERAL PURPOSES$1,000
THE ALS ASSOCIATION
1275 K STREET NW STE 250WASHINGTONDC20005NONEPUBLICFOR GENERAL PURPOSES$1,000
U-HEALTH - SCHOOL OF MEDICINE
1475 NW 12TH AVEMIAMIFL33136NONEPUBLICFOR GENERAL PURPOSES$1,000
UNIVERSITY OF MIAMI
1320 S DIXIE HIGHWAYCORAL GABLESFL33124NONEPUBLICFOR GENERAL PURPOSES$1,000
JDRF WALK 360
26 BROADWAYNEW YORKNY10004NONEPUBLICFOR GENERAL PURPOSES$1,575
ASPEN EDUCATION FOUNDATION
PO BOX 2200APSENCO81612NONEPUBLICFOR GENERAL PURPOSES$1,690
TEMPLE BETH EL ART FESTIVAL
400 PASADENA AVENUE SOUTHST PETERSBURGFL33707NONEPUBLICFOR GENERAL PURPOSES$1,700
CENTER FOR CREATIVE EDUCATION
425 24TH STREETWEST PALM BEACHFL33407NONEPUBLICFOR GENERAL PURPOSES$1,800
ADAM J BOZZUTO MEMORIAL CHARITY CLASSIC
275 SCHOOLHOUSE ROADCHESHIRECT06410NONEPUBLICFOR GENERAL PURPOSES$2,000
JAZZ ASPEN SNOWMASS
110 EAST HALLAM ST SUITE 104ASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$2,120
LIMBS FOR LIFE FOUNDATION
218 E MAIN STOKLAHOMA CITYOK73104NONEPUBLICFOR GENERAL PURPOSES$2,500
MERCY & SHARING
1101 VILAGE ROAD SUITE LL4DCARBONDALECO81623NONEPUBLICFOR GENERAL PURPOSES$2,500
NESHAMA CENTER ASPEN
55 BULLWINKLE CIRCLEASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$2,500
OCEAN HEALING GROUP
PO BOX 4974ASPENCO81612NONEPUBLICFOR GENERAL PURPOSES$2,500
JEWISH COMMUNITY CENTER
6501 W SUNRISE BLVDPLANTATIONFL33313NONEPUBLICFOR GENERAL PURPOSES$2,600
UNITED WAY OF MIAMI
3250 SW 3RD AVEMIAMIFL33129NONEPUBLICFOR GENERAL PURPOSES$5,760
TAMPA BAY RESEARCH INSTITUTE
10900 ROOSEVELT BLVD NST PETERSBURGFL33716NONEPUBLICFOR GENERAL PURPOSES$7,500
BIG DOG RANCH FOUNDATION
10948 ACME RDWELLINGTONFL33414NONEPUBLICFOR GENERAL PURPOSES$8,489
COLUMBUS ZOO
4850 W POWELL ROADPOWELLOH43065NONEPUBLICFOR GENERAL PURPOSES$10,000
DAMON RUNYON CANCER RESEARCH FOUNDATION
55 BROADWAY SUITE 302NEW YORKNY10006NONEPUBLICFOR GENERAL PURPOSES$10,000
NICKLAUS CHILDRENS HEALTH CARE FOUNDATION
11770 US HIGHWAY ONE STE 303NORTH PALM BEACHFL33408NONEPUBLICFOR GENERAL PURPOSES$11,700
CELEBRITIES FORE KIDS INC
PO BOX 186STUARTFL34997NONEPUBLICFOR GENERAL PURPOSES$12,000
ASPEN SANTA FE BALLET
0245 SAGE WAYASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$13,750
CROHNS & COLITIS FND
21301 POWERLINE RD 301BOCA RATONFL33433NONEPUBLICFOR GENERAL PURPOSES$13,845
U OF M HILLEL
110 STANFORD DRCORAL GABLESFL33146NONEPUBLICFOR GENERAL PURPOSES$53,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$180,372TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,267ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$175,551ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$193,818ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$193,818TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,775Amt
Net Investment Income$888NetInvestmentIncomeAmt
Disbursements Charitable Prps$887DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPAYCHEX STOCKStockNm
EOY Book Value$208,525EOYBookValueAmt
EOYFMV$452,466EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$300RevenueAndExpensesPerBooksAmt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$150DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD LIABILITYDesc
BOY Book Value$27,500BOYBookValueAmt
EOY Book Value$31,900EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,516Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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