GARY PETERS FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GARY PETERS FAMILY FOUNDATION INC (EIN 20-1067444)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-11
- IRS object ID
- 201512549349100406
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-11T09:49:37-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591949459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINKLE RICHTER & RHINE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E ATLANTIC AVE STE 226 | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334835359 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201067444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY PETERS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 5619947330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6013 LE LAC ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY PETERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5619947330 | PhoneNum |
| Signature | 2015-09-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT T RHINE | PreparerPersonNm |
| PTIN | P00035886 | PTIN |
| Phone | 5613142201 | PhoneNum |
| Preparation | 2015-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,535,485 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $218,870 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $218,870 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $194,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,629,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,047 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $558,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $451,189 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $72,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $72,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $12,982 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,982 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $544 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,135 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $40,034 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $40,034 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $94,666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $321,629 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $226,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $451,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $501,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $451,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $275,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $371,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $443,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $443,645 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $151,224 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $150,183 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $158,881 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $511,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $511,964 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $572,274 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,490,903 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,249,644 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,204,732 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,795,238 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,040,455 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,143,938 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,663 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,220 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,574 | LandBOYAmt |
| Land EOY | $8,443 | LandEOYAmt |
| Land EOYFMV | $8,443 | LandEOYFMVAmt |
| Other Assets BOY | $3,572 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,572 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,572 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,332,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,407,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,535,485 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,332,546 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,407,906 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,332,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,407,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,332,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,407,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,332,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,717 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,733 | OtherIncreasesAmt |
| Subtotal | $8,408,996 | SubtotalAmt |
| Other Decreases | $1,090 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,407,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,047 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | GARY PETERS | IndividualWithBooksNm |
| Phone | 5619947330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6013 LE LAC ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY PETERS | ||||||||
| 6013 LE LAC ROAD | BOCA RATON | FL | 33496 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CECILIA PETERS | ||||||||
| 6013 LE LAC ROAD | BOCA RATON | FL | 33496 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM GREGORY PETERS | ||||||||
| 2061 NW 25TH STREET | BOCA RATON | FL | 33431 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER SIMONS | ||||||||
| 1859 WILDWOOD LANE | DEERFIELD BEACH | FL | 33442 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEVEN MARK PETERS | ||||||||
| 3801 NW 5TH TERRACE | BOCA RATON | FL | 33431 | DIRECTOR | 0.00 | $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 | $8,425,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,678,095 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,678,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,547,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $427,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $427,396 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $427,396 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $427,396 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $427,396 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $275,310 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $275,310 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $275,310 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $427,396 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $444,631 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,848 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $491,479 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $275,310 | QualifyingDistributionsAmt |
| Applied To Current Year | $275,310 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $152,086 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $152,086 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $339,393 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $292,545 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,848 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,848 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOCA HELPING HANDS | ||||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $14,200 | |
| FAMILY PROMISE | ||||||||
| 840 GEORGE BUSH BLVD | DELRAY BEACH | FL | 33483 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $15,000 | |
| FIREWALL MINISTRIES | ||||||||
| 13044 SPRING LAKE DRIVE | FORT LAUDERDALE | FL | 333302669 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $35,000 | |
| FLORENCE FULLER CHILD DEV | ||||||||
| 200 NE 14TH ST | BOCA RATON | FL | 33498 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $880 | |
| JUNIOR LEAGUE OF BOCA RATON | ||||||||
| 261 NW 13TH ST | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,800 | |
| ORDER OF ST JOHN OF JERUSALEM | ||||||||
| 790 ANDREWS AVE 301-C | DELRAY BEACH | FL | 33483 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $500 | |
| PALM BEACH COUNTY YOUTH FOR CHRIST | ||||||||
| 800 NORTHPOINT PARKWAY | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $13,200 | |
| PALM BEACH COUNTY YOUTH FOR CHRIST | ||||||||
| 800 NORTHPOINT PKWY 202 | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,200 | |
| SAINT ANDREWS SCHOOL | ||||||||
| 3900 JOG ROAD | BOCA RATON | FL | 33434 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $25,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $15,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $101,000 | |
| WESTMINSTER ACADEMY | ||||||||
| 5601 N FEDERAL HWY | FORT LAUDERDALE | FL | 33308 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $18,750 | |
| YOUNG LIFE | ||||||||
| POOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $750 | |
| AF BEST SECURITIES FOUNDATION | ||||||||
| 101 N FEDERAL HIGHWAY | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $6,000 | SUITE 501 |
| BEST FOOT FORWARD | ||||||||
| 21441 BOCA RIO ROAD | BOCA RATON | FL | 33433 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $10,000 | |
| BOCA WEST FOUNDATION | ||||||||
| PO BOX 3070 | BOCA RATON | FL | 33431 | NONE | PUBLIC | CHARITABLE/GENERAL USE | $1,780 | |
| KIDS ACROSS AMERICA FOUNDATION | ||||||||
| 2036 TIMBERLAKE ROAD | BRANSON | MO | 65616 | NONE | PUBLIC | CHARITABLE/GENERAL USE | $2,550 | |
| SPECIAL OLYMPICS | ||||||||
| 6441 TAFT STREET | HOLLYWOOD | FL | 33024 | NONE | PUBLIC | CHARITABLE/GENERAL USE | $500 | |
| THE CENTER OF YOUTH ACTIVITIES | ||||||||
| 9400 W PALMETTO PARK ROAD | BOCA RATON | FL | 33428 | NONE | PUBLIC | CHARITABLE/GENERAL USE | $10,000 | |
| ASSOCIATION OF FUNDRAISING PROS | ||||||||
| 4300 WILSON BLVD | ARLINGTON | VA | 22203 | NONE | PUBLIC | CHARITABLE/GENERAL USE | $1,200 | 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,310 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $218,870 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $194,272 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,047 | ExclusionAmt |
| Related Or Exempt Function Incm | $107,199 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,047 | ExclusionAmt |
| Related Or Exempt Function Incm | $520,341 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $558,388 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| IMPROVEMENTS | 2009-06-30 | $10,708 | $3,210 | S/L | 15.0000 | $713 |
| FURNITURE | 2008-02-01 | $445 | $386 | 200DB | 7.0000 | $39 |
| PRINTER | 2008-02-14 | $400 | $346 | 200DB | 7.0000 | $36 |
| SHELVES | 2008-03-13 | $530 | $459 | 200DB | 7.0000 | $47 |
| SHELVES | 2008-04-16 | $530 | $459 | 200DB | 7.0000 | $47 |
| OFFICE FURNITURE | 2010-10-07 | $1,073 | $695 | 200DB | 7.0000 | $108 |
| TELEPHONE | 2008-02-14 | $2,017 | $1,747 | 200DB | 7.0000 | $180 |
| REFRIGERATOR | 2008-03-04 | $216 | $187 | 200DB | 7.0000 | $19 |
| COPIER/PRINTER/SCANNER | 2008-03-13 | $559 | $559 | 200DB | 5.0000 | |
| LASER PRINTER | 2008-04-04 | $219 | $219 | 200DB | 5.0000 | |
| DELL COMPUTER | 2008-05-14 | $1,462 | $1,462 | 200DB | 5.0000 | |
| DESKTOP AND LAPTOP | 2009-02-13 | $1,370 | $1,291 | 200DB | 5.0000 | $79 |
| COMPUTER | 2009-05-17 | $915 | $862 | 200DB | 5.0000 | $53 |
| EQUIPMENT | 2009-05-17 | $215 | $203 | 200DB | 5.0000 | $12 |
| PRINTER | 2013-02-01 | $300 | 200DB | 5.0000 | $120 | |
| APPLE COMPUTER | 2013-08-05 | $1,704 | 200DB | 5.0000 | $682 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (26 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| OPPENHEIMER 7518 BOX C | PURCHASE | $215,846 | $211,591 | $4,255 | ||
| OPPENHEIMER 7518 BOX F | PURCHASE | $595,150 | $590,812 | $4,338 | ||
| OPPENHEIMER 3281 BOX C | PURCHASE | $54,599 | $54,397 | $202 | ||
| OPPENHEIMER 3281 BOX F | PURCHASE | $312,300 | $288,627 | $23,673 | ||
| OPPENHEIMER 7556 BOX C | PURCHASE | $259,048 | $254,626 | $4,422 | ||
| OPPENHEIMER 7556 BOX F | PURCHASE | $568,583 | $510,585 | $57,998 | ||
| EPP | PURCHASE | $14,997 | $14,877 | $120 | ||
| XLP | PURCHASE | $15,080 | $14,803 | $277 | ||
| VIG | PURCHASE | $21,216 | $19,577 | $1,639 | ||
| VYM | PURCHASE | $22,215 | $20,146 | $2,069 | ||
| VWO | PURCHASE | $5,495 | $6,087 | -$592 | ||
| VIG | PURCHASE | $8,314 | $6,479 | $1,835 | ||
| VYM | PURCHASE | $7,956 | $5,759 | $2,197 | ||
| VWO | PURCHASE | $6,848 | $6,538 | $310 | ||
| BANC AMER CMBS 2007-2 CL A | PURCHASE | $570 | $570 | |||
| ELD | PURCHASE | $8,724 | $10,012 | -$1,288 | ||
| ANH BUSCH INBEV WORLDWIDE | PURCHASE | $35,728 | $35,683 | $45 | ||
| BANK AMER CORP B/E 3.75% | PURCHASE | $36,515 | $36,233 | $282 | ||
| BERK HATHOWAY INCE DEL B/E 1.9% | PURCHASE | $25,452 | $25,271 | $181 | ||
| CISCO SYS INC 5.5% | PURCHASE | $32,452 | $31,347 | $1,105 | ||
| LCMAX | PURCHASE | $25,975 | $26,925 | -$950 | ||
| SBC COMMUNICATIONS INC B/E 5.1% | PURCHASE | $35,000 | $35,000 | |||
| SRLN | PURCHASE | $9,448 | $9,535 | -$87 | ||
| SCHERING PLOUGH CORP B/E 6% | PURCHASE | $22,674 | $20,000 | $2,674 | ||
| CSFB MTG PTC 2005-4 CL-3A5 6% 6/25/3 | PURCHASE | $1,000 | $1,000 | 2008-12 | 2014-04 | |
| FORD MOTOR CREDIT CO LLC 10/1/14 | PURCHASE | $250,000 | $247,506 | $2,494 | 2009-09 | 2014-10 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OPPENHEIMER 7657 | ||
| OPPENHEIMER 7665 | $505,093 | $520,498 |
| OPPENHEIMER 3991 | $2,744,551 | $2,684,234 |
| . |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OPPENHEIMER 7657 | StockNm |
| EOY Book Value | $511,964 | EOYBookValueAmt |
| EOYFMV | $572,274 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $150,183 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $158,881 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OPPENHEIMER 7549 | AT COST | $669,900 | $812,608 |
| OPPENHEIMER 7665 | AT COST | $182,023 | $182,897 |
| OPPENHEIMER 3281 | AT COST | $1,642,188 | $1,603,313 |
| OPPENHEIMER 7556 | AT COST | $1,546,344 | $1,545,120 |
| OPPENHEIMER 7657 | AT COST |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $22,663 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $14,220 | AccumulatedDepreciationAmt |
| Book Value | $8,443 | BookValueAmt |
| EOYFMV | $8,443 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $3,572 | BOYBookValueAmt |
| EOY Book Value | $3,572 | EOYBookValueAmt |
| EOYFMV | $3,572 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE CONTRIBUTIONS | Desc |
| Amt | $1,090 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CHARITABLE DEVELOPMENT | $686 | $686 |
| CONSULTING FEES | $11,292 | $11,292 |
| INSURANCE | $2,937 | $2,937 |
| INVESTMENT MANAGEMENT FEES | $59,111 | $59,111 |
| LICENSE EXPENSE | $61 | $61 |
| OFFICE EXPENSE | $10,076 | $10,076 |
| PAYROLL SERVICE FEE | $1,873 | $1,873 |
| POSTAGE | $1,410 | $1,410 |
| UTILITIES | $7,220 | $7,220 |
| EXEMPT UNDER SEC 41(E)(6) | $226,963 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPRECIATION NOT ON BOOKS | $2,135 |
| FOREIGN TAXES NOT ON BOOKS | $544 |
| CASH TIMING DIFFERENCES | $4,464 |
| INCOME TIMING DIFFERENCES | $12,590 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $544 | Amt |
| Net Investment Income | $544 | NetInvestmentIncomeAmt |
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