BETA

3 SONS FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
3 SONS FOUNDATION INC (EIN 45-0645135)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-30
IRS object ID
201503349349100200
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)
Return2015-11-30T07:23:49-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J L Hofmann & Associates PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1420 S Dixie Hwy Ste 4BAddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33146ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450645135EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line13 Sons Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name Control3SONBusinessNameControlTxt
Phone3059894884PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15401 Maggiore StAddressLine1Txt
CityMiamiCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331462847ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSE SEGRERAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3059894884PhoneNum
Signature2015-11-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L HOFMANNPreparerPersonNm
Phone3056660024PhoneNum
Preparation2015-11-30PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$263,401FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$249InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$249InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,761DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,761DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,010TotalRevAndExpnssAmt
Total Net Invst Incm$8,010TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,800AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$112OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$112OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,912TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,912TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,880ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,880ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,792TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,912TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,880TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,782ExcessRevenueOverExpensesAmt
Net Investment Income$6,098NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$185,369SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$164,701SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$164,701SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$98,500OtherInvestmentsBOYAmt
Other Investments EOY$98,700OtherInvestmentsEOYAmt
Other Investments EOYFMV$98,700OtherInvestmentsEOYFMVAmt
Total Assets BOY$283,869TotalAssetsBOYAmt
Total Assets EOY$263,401TotalAssetsEOYAmt
Total Assets EOYFMV$263,401TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$283,869UnrestrictedBOYAmt
Unrestricted EOY$263,401UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$283,869TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$263,401TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$283,869TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$263,401TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$283,869TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,782ExcessRevenueOverExpensesAmt
Other Increases$1,314OtherIncreasesAmt
Subtotal$263,401SubtotalAmt
Tot Net Ast Or Fund Balances EOY$263,401TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$61,077AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$296,484NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.206004DistributionYr1Rt
Adjusted Qlfy Distri Yr2$62,184AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$354,883NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.175224DistributionYr2Rt
Total Distribution0.381228TotalDistributionRt
Average Distribution0.190614AverageDistributionRt
Net Vl Noncharitable Assets$268,730NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,224AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$61NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,285AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,880QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$122InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$122SubtotalAmt
Tax Based On Investment Income$122TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$122TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOSE SEGRERAIndividualWithBooksNm
Phone3059894884PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15401 Maggiore StAddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP331462847ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
JOSE SEGRERA
5401 Maggiore StCoral GablesFL33146President1.00$0$0$0
ELAINE SEGRERA
5401 Maggiore StCoral GablesFL33146Secretary1.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$100,152AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$172,670AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$272,822TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$272,822AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,092CashDeemedCharitableAmt
Net Vl Noncharitable Assets$268,730NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,437MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,437MinimumInvestmentReturnAmt
Tax Based On Investment Income$122TaxBasedOnInvestmentIncomeAmt
Total Tax$122TotalTaxAmt
Distributable Before Adj$13,315DistributableBeforeAdjAmt
Distributable Before Ded$13,315DistributableBeforeDedAmt
Distributable As Adjusted$13,315DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,880ExpensesAndContributionsAmt
Qualifying Distributions$27,880QualifyingDistributionsAmt
Adjusted Qualifying Distri$27,880AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,315DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$34,184ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$46,399ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$80,583TotalExcessDistributionCyovAmt
Qualifying Distributions$27,880QualifyingDistributionsAmt
Applied To Current Year$13,315AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,565RemainingDistriFromCorpusAmt
Total Corpus$95,148TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$95,148ExcessDistriCyovToNextYrAmt
Excess From Year2$34,184ExcessFromYear2Amt
Excess From Year1$46,399ExcessFromYear1Amt
Excess From Current Year$14,565ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSE SEGRERAContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSE SEGRERARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15401 Maggiore StAddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33146ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3059894884RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHED STATEMENTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Sunset Elementary
5120 Sunset DriveMiamiFL33143PCSupportFoundationEducational$630
University of Miami
1320 S Dixie HighwayCoral GablesFL33124PCSupportFoundationEducational$12,500
The Darrell Gwynn Foundation
4850 SW 52 StreetDavieFL33314OCSupportFoundationCharitable$5,000
Ransom Everglades
2045 South Bayshore DrCoconut GroveFL33133PCSupportFoundationEducational$5,000
YMCA of Greater Miami
730 NW 107 Ave Ste 200MiamiFL33172PCSupportFoundationCharitable$2,500
Coconut Grove Rowing Club
3109 Grand Ave Suite 261MiamiFL33133PCSupportFoundationEducational$1,000
The SEED School of Miami
8004 NW 154th Street 389Miami GardensFL33016PCSupportFoundationEducational$1,000
National Parkinson Foundation
200 SE 1st Street Suite 800MiamiFL33131PCSupportFoundationCharitable$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,880TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$249ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,761ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,010ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,010TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryJ L Hofmann & Associates AccountingCategoryTxt
Amt$1,800Amt
Net Investment Income$1,800NetInvestmentIncomeAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart XV Submission InformationFormAndLineReferenceDesc
Medium ExplanationB. THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED AND INFORMATION AND MATERIALS THEY SHOULD INCLUDE: REQUESTS FOR CONTRIBUTIONS SHOULD BE SUBMITTED IN WRITING AND SHOULD INCLUDE A BRIEF HISTORY OF THE ORGANIZATION, A CURRENT LIST OF MEMBERS OF THE BOARD OF DIRECTORS AND SENIOR EXECUTIVES, THE CURRENT ANNUAL BUDGET, THE ENTITY'S PERCENT OF MANAGEMENT/ADMINISTRATION COSTS TO DOLLARS DISTRIBUTED, THE PROPOSED USE OF THE REQUESTED FUNDS AND THE AMOUNT OF THE REQUEST. FURTHER, THE FOUNDATION WILL REQUIRE A COPY OF THE ORGANIZATION'S TAX EXEMPT CERTIFICATE.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEarthlink IncCategoryOrItemTxt
Book Value$98,700BookValueAmt
EOYFMV$98,700EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank service feesDesc
Revenue And Expenses Per Books$112RevenueAndExpensesPerBooksAmt
Net Investment Income$112NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized gains on investmentsDesc
Amt$1,314Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.