H I FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- H I FOUNDATION INC (EIN 65-0848161)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201521339349101922
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T12:55:42-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE THIRD AVENUE SUITE 300 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | 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 | 650848161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIFO | BusinessNameControlTxt |
| Phone | 9545667559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 EAST OAKLAND PARK BOULEVARD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD S INGHAM | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9545667559 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A BOWMAN | PreparerPersonNm |
| PTIN | P00096288 | PTIN |
| Phone | 9544626351 | PhoneNum |
| 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 | $8,609,354 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $464,100 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,082 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $133,419 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,419 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $760,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,256,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $760,216 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,767 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$53 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,362,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $895,664 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,825 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,825 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,460 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,066 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,066 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $987,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $863,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $165,680 | CashBOYAmt |
| Cash EOY | $326,878 | CashEOYAmt |
| Cash EOYFMV | $326,878 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $208,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $261,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $261,153 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,241,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,016,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,017,720 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,603 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,603 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,614,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,607,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,609,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,614,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,607,853 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,614,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,607,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,614,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,607,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,614,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $987,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,045 | OtherIncreasesAmt |
| Subtotal | $6,607,853 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,607,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN 5002 - SEE ATTACHMENT | P | $384,676 | $388,793 | -$4,117 | -$4,117 |
| JP MORGAN 5002 - SEE ATTACHMENT | P | $1,183,442 | $697,226 | $486,216 | $486,216 |
| JP MORGAN 5002 - SEE ATTACHMENT | P | $494,621 | $410,010 | $84,611 | $84,611 |
| CAPITAL GAINS DIVIDENDS | P | $193,506 | $193,506 | $193,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $760,216 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $262,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,592,593 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039837 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $254,591 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,491,343 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046362 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $249,561 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,538,282 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045061 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $243,658 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,054,629 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048205 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $283,856 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,292,263 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066132 | DistributionYr5Rt |
| Total Distribution | 0.245597 | TotalDistributionRt |
| Average Distribution | 0.049119 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,449,781 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $415,045 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,636 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $423,681 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $323,030 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,560 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,712 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H I FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9545667559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 E OAKLAND PARK BLVD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33306 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD S INGHAM | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD S INGHAM JR | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TIMOTHY C INGHAM | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNELLE I CARNEY | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HILARY I HICKMAN | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHARON I HORAL | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | $0 | $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 | $8,177,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $400,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,578,458 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,578,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,449,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $422,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $422,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,272 | TotalTaxAmt |
| Distributable Before Adj | $405,217 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,217 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,030 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $323,030 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $323,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $299,961 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $299,961 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,069 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $387,148 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS LUCIE SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 E OAKLAND PARK BLVD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9545667559 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 13600 | TAMPA | FL | 33681 | NONE | PUBLIC CHARITY | FOR CANCER RESEARCH, EDUCATION, ADVOCACY, AND SERVICE | $10,000 |
| AMERICAN RED CROSS BROWARD COUNTY | |||||||
| 6710 W SUNRISE BOULEVARD | PLANTATION | FL | 33313 | NONE | PUBLIC CHARITY | TO PROVIDE DISASTER RELIEF AT HOME AND ABOARD, CPR CERTIFICATION AND FIRST AID COURSES, AND EMERGENCY PREPAREDNEDD. | $10,000 |
| AMERICAN RED CROSS-PALM BEACH COUNTY RELIEF | |||||||
| 825 FERN STREET | WEST PALM BCH | FL | 33401 | NONE | PUBLIC CHARITY | TO PROVIDE DISASTER RELIEF AT HOME AND ABOARD, CPR CERTIFICATION AND FIRST AID COURSES, AND EMERGENCY PREPAREDNEDD. | $1,000 |
| ART AND CULTURE CENTER OF HOLLYWOOD | |||||||
| 1650 HARRISON STREET | HOLLYWOOD | FL | 33020 | NONE | PUBLIC CHARITY | TO FOSTER A CREATIVE ENVIRONMENT WHERE NEW AND CHALLENGING WORK CAN FLOURISH | $5,000 |
| AUTISM RESEARCH INSTITUTE | |||||||
| 4182 ADAMS AVENUE | SAN DIEGO | CA | 92116 | NONE | PUBLIC CHARITY | TO HELP INDIVIDUALS WITH AUTISM SPECTRUM DISORDERS AND TO ADVANCE AUTISM RESEARCH | $5,000 |
| AUTISM SPEAKS | |||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | TO ADVANCE AUTISM RESEARCH AND ADVOCACY | $500 |
| BLANK PARK ZOO FOUNDATION | |||||||
| 7401 SW 9TH STREET | DES MOINES | IA | 50315 | NONE | PUBLIC CHARITY | TO ENHANCE QUALITY OF LIFE IN IOWA AS AN AFFORDABLE DESTINATION AND AS A CENTER FOR EDUCATION AND ENDANGERED SPECIES CONSERVATION. | $5,000 |
| BOCA HELPING HANDS | |||||||
| 138 NW 16TH STREET | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | TO PROVIDE FOOD AND EMERGENCY ASSISTANCE TO MEET BASIC HUMAN NEEDS AND LONG TERM SOLUTIONS TO BREAK THE CYCLE OF DEPENDENCE | $500 |
| BONNET HOUSE | |||||||
| 900 N BIRCH ROAD | FORT LAUDERDALE | FL | 33304 | NONE | PUBLIC CHARITY | TO PROVIDE SUPPORT TO THE HISTORICAL MUSEUM FOR PRESERVATIONS AND THE MAINTENANCE AND OPERATIONS | $10,000 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW FIFTH AVENUE | FORT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | TO PROVIDE SUPPORT TO THE BROWARD CENTER FOR PERFORMING ARTS | $15,000 |
| BROWARD PUBLIC LIBRARY FOUNDATION | |||||||
| 100 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | TO PROVIDE EDUCATIONAL RESOURCES | $15,000 |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 401 NE 4TH STREET | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | TO PROTECT AND HEAL CHILDREN WITHIN THE COMMUNITIES OF FLORIDA | $5,000 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARITY | TO RAISE FUNDS AND AWARENESS FOR CHILDREN'S HOSPITALS AND FOUNDATIONS THROUGHOUT THE WORLD | $500 |
| CONNESTEE FALLS SCHOLARSHIP FUND | |||||||
| 33 CONNESTEE TRAIL | BREVARD | NC | 28712 | NONE | PUBLIC CHARITY | TO PROVIDE SCHOLARSHIPS TO STUDENTS FOR POST-SECONDARY EDUCATION | $1,000 |
| COVENANT HOUSE | |||||||
| PO BOX 39282 | FORT LAUDERDALE | FL | 333390282 | NONE | PUBLIC CHARITY | TO PROVIDE SHELTER TO THE HOMELESS YOUTH ACROSS AMERICA | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | TO PROVIDE HEALTH CARE AND MEDICAL TRAINING TO MULTIPLE COUNTRIES | $5,000 |
| EAGLE RANCH | |||||||
| PO BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | NONE | PUBLIC CHARITY | TO PROVIDE A CHRIST-CENTERED CHILDREN'S HOME FOR BOYS AND GIRLS IN CRISIS | $2,500 |
| FAU DEPARTMENT OF ECONOMICS | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | TO PREPARE STUDENTS FOR CAREERS IN BANKING, GOVERNMENT, DATA ANALYSIS, TEACHING AND ADVANCED GRADUATE OR DOCTORAL WORK | $5,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 426 CLAREMORE DRIVE | WEST PALM BCH | FL | 33401 | NONE | PUBLIC CHARITY | TO HELP END HUNGER IN SOUTH FLORIDA BY PROVIDING IMMEDIATE ACCESS TO NUTRITIOUS FOOD AND LEADING HUNGER AND POVERTY ADVOCACY EFFORTS. | $5,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 5850 NW 32ND AVENUE | MIAMI | FL | 33142 | NONE | PUBLIC CHARITY | TO HELP END HUNGER IN SOUTH FLORIDA BY PROVIDING IMMEDIATE ACCESS TO NUTRITIOUS FOOD AND LEADING HUNGER AND POVERTY ADVOCACY EFFORTS. | $500 |
| FUNDING ARTS BROWARD | |||||||
| 401 EAST LAS OLAS BLVD STE 2200 | FORT LAUDERDALE | FL | 33301 | NONE | PUBLIC CHARITY | TO PRESERVE AND CULTIVATE THE ARTS IN BROWARD COUNTY | $10,000 |
| GILDA'S CLUB SOUTH FLORIDA | |||||||
| 119 ROSE DRIVE | FORT LAUDERDALE | FL | 33316 | NONE | PUBLIC CHARITY | TO CREATE WELCOMING COMMUNITIES OF FREE SUPPORT FOR EVERYONE LIVING WITH CANCER | $2,000 |
| GOLD COAST JAZZ SOCIETY | |||||||
| 1350 E SUNRISE BOULEVARD | FORT LAUDERDALE | FL | 33304 | NONE | PUBLIC CHARITY | TO PRESERVE JAZZ MUSIC WITH AN ANNUAL CONCERT SEASON IN FORT LAUDERDALE, FL AND VARIOUS EVENTS TO CELEBRATE JAZZ | $10,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | NONE | PUBLIC CHARITY | TO HELP TO END WORLD HUNGER | $1,500 |
| HENDERSON MENTAL HEALTH CENTER | |||||||
| 4740 NORTH STATE ROAD 7 STE 201 | FORT LAUDERDALE | FL | 33319 | NONE | PUBLIC CHARITY | TO PROVIDE HELP TO ALL PEOPLE ACROSS SOUTH FLORIDA INCLUDED SUPPORTIVE HOUSING, PERMANENT HOUSING FOR THOSE WITH CO-OCCURRING SUBSTANCE ABUSE AND MENTAL HEALTH, AND EMERGENCY HOMELESS SHELTER | $5,000 |
| HOLY CROSS HOSPITAL | |||||||
| 4725 N FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | NONE | PUBLIC CHARITY | TO PROVIDE EXCELLENT MEDICAL CARE AND HIGH PERSONALIZED CARE | $5,000 |
| HOPE SOUTH FLORIDA | |||||||
| PO BOX 14156 | FORT LAUDERDALE | FL | 33302 | NONE | PUBLIC CHARITY | TO PARTNER WITH CHRISTIAN COMMUNITY AND CHURCHES TO PROVIDE HOUSING, MENTORING, AND ONE-STOP SERVICE CENTERS FOR BROKEN FAMILIES | $5,000 |
| JOE DIMAGGIO CHILDREN'S HOSPITAL | |||||||
| 3501 JOHNSON STREET | HOLLYWOOD | FL | 33021 | NONE | PUBLIC CHARITY | TO PROVIDE A COMPREHENSIVE SCOPE OF HEALTHCARE SERVICES TO CHILDREN | $5,000 |
| KIDS IN DISTRESS | |||||||
| 819 NE 26TH STREET | WILTON MANOR | FL | 33305 | NONE | PUBLIC CHARITY | TO PREVENT CHILD ABUSE, PRESERVE THE FAMILY, AND TREAT CHILDREN WHO HAVE BEEN ABUSED AND NEGLECTED | $10,000 |
| MAKE A WISH FOUNDATION | |||||||
| 4491 SOUTH STATE ROAD 7 201 | FORT LAUDERDALE | FL | 33314 | NONE | PUBLIC CHARITY | TO GRANT THE WISH OF A CHILD DIAGNOSED WITH A LIFE-THREATENING MEDICAL CONDITION IN THE UNITED STATES | $500 |
| MOFFITT CANCER CENTER FOUNDATION | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | PUBLIC CHARITY | TO PREVENT AND CURE CANCER, CARE FOR PATIENTS, AND PROVIDE EDUCATION AND CONDUCT CANCER RESEARCH | $5,000 |
| MUSEUM OF DISCOVERY AND SCIENCE | |||||||
| 401 SW 2ND STREET | FORT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | TO PROVIDE EXPERIENTIAL PATHWAYS TO LIFELONG LEARNING IN SCIENCE FOR CHILDREN AND ADULTS | $10,000 |
| MUSIC RESOURCE CENTER | |||||||
| 105 RIDGE STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | TO CREATE A SENSE OF EMPOWERMENT AND ACCOMPLISHMENT THROUGH RECORDING AND PERFORMING ARTS | $5,000 |
| PINE CREST PREPATORY SCHOOL INC | |||||||
| 1501 NE 62ND STREET | FORT LAUDERDALE | FL | 33334 | NONE | PUBLIC CHARITY | TO OFFER A CHALLENGING ACADEMIC EXPERIENCE COMPLEMENTED BY EXCELLENCE IN THE ARTS AND ATHLETICS | $25,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 1430 S DIXIE HWY STE 311 | CORAL GABLES | FL | 33146 | NONE | PUBLIC CHARITY | TO CREATE, FIND, AND SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL BEING OF CHILDREN | $500 |
| SALVATION ARMY OF BREVARD | |||||||
| PO BOX 748 | BREVARD | NC | 28712 | NONE | PUBLIC CHARITY | TO PREACH THE GROSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME | $500 |
| SHERIDAN HOUSE FAMILY MINISTRIES | |||||||
| 1700 S FLAMINGO ROAD | DAVIE | FL | 33325 | NONE | PUBLIC CHARITY | TO HONOR CHRIST BY SERVING THE NEEDS OF CHILDREN AND FAMILIES | $10,000 |
| SOS CHILDREN'S VILLAGE OF FLORIDA | |||||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 330739903 | NONE | PUBLIC CHARITY | TO PROVIDE FOSTER CARE SERVICES TO MORE THAN 70 FOSTER CHILDREN | $10,000 |
| SOUTH FLORIDA MUSEUM | |||||||
| 201 10TH ST W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | TO PROVIDE EDUCATIONAL RESOURCES | $500 |
| SPANISH RIVER COMMUNITY HIGH SCHOOL | |||||||
| 5100 JOG ROAD | BOCA RATON | FL | 33496 | NONE | PUBLIC CHARITY | TO PROVIDE SECONDARY EDUCATION TO THOSE IN THE BOCA RATON AND DELRAY BEACH COMMUNITIES | $3,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| PO BOX 50 | MEMPHIS | TN | 38101 | NONE | PUBLIC CHARITY | TO FIND CURES AND SAVE CHILDREN WITH PEDIATRIC CANCER AND OTHER DISEASES | $6,000 |
| STETSON UNIVERSITY | |||||||
| 421 NORTH WOODLAND BLVD UNIT 8279 | DELAND | FL | 32723 | NONE | PUBLIC CHARITY | TO PROVIDE POST-SECONDARY EDUCATION | $2,500 |
| SYMPHONY OF THE AMERICAS SOCIETY | |||||||
| 2425 E COMMERCIAL BLVD STE 405 | FORT LAUDERDALE | FL | 33308 | NONE | PUBLIC CHARITY | TO IMPROVE THE LIVES OF CHILDREN THROUGH THE MAGIC OF MUSICAL INVESTIGATIONS | $7,750 |
| THE BOYS AND GIRLS CLUBS OF BROWARD COUNTY | |||||||
| 877 NW 61ST STREET | FORT LAUDERDALE | FL | 33309 | NONE | PUBLIC CHARITY | TO GIVE LOCAL BOYS AND GIRLS A POSITIVE ALTERNATIVE TO THE STREETS | $10,000 |
| THE BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PKWY STE 204 | WEST PALM BCH | FL | 33407 | NONE | PUBLIC CHARITY | TO GIVE LOCAL BOYS AND GIRLS A POSITIVE ALTERNATIVE TO THE STREETS | $500 |
| THE SALVATION ARMY | |||||||
| 1445 W BROWARD BOULEVARD | FORT LAUDERDALE | FL | 33312 | NONE | PUBLIC CHARITY | TO PREACH THE GROSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME | $10,000 |
| TRANSYLVANIA COMMUNITY HOSPITAL FOUNDATION | |||||||
| PO BOX 2440 | BREVARD | NC | 28712 | NONE | PUBLIC CHARITY | TO PROVIDE MEDICAL CARE AND HELP THE LOCAL HOSPITAL MAINTAIN, EXPAND, AND IMPROVE QUALITY HEALTH CARE | $2,000 |
| TRANSYLVANIA COUNTY RESCUE SQUAD | |||||||
| 233 FISHER ROAD | BREVARD | NC | 28712 | NONE | PUBLIC CHARITY | TO PROVIDE EMERGENCY SERVICES TO THE LOCAL AREA | $500 |
| UNITED WAY OF BROWARD | |||||||
| 1300 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | NONE | PUBLIC CHARITY | TO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFCANT LASTING CHANGE IN THE COMMUNTITY | $10,000 |
| UNITED WAY OF TRANSYLVANIA COUNTY | |||||||
| PO BOX 53 | BREVARD | NC | 28712 | NONE | PUBLIC CHARITY | TO FOCUS AND UNITE OUR ENTIRE COMMUNITY TO CREATE SIGNIFCANT LASTING CHANGE IN THE COMMUNTITY | $1,000 |
| USO WORLD HEADQUARTERS | |||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | NONE | PUBLIC CHARITY | TO HELP PROVIDE A HOME AWAY FROM HOME FROM OUR TROOPS | $5,000 |
| WEDGEWOOD CHRISTIAN YOUTH & FAMILY SVCS | |||||||
| 3300 36TH ST SE | GRAND RAPIDS | MI | 495180007 | NONE | PUBLIC CHARITY | TO PROVIDE PROFESSIONAL COUNSELING TO CHILDREN, YOUTH AND FAMILIES WITH THE PROBLEMS THEY ARE FACING | $5,000 |
| WOMEN IN DISTRESS | |||||||
| PO BOX 676 | FORT LAUDERDALE | FL | 33302 | NONE | PUBLIC CHARITY | TO STOP DOMESTIC VIOLENCE FOR EVERYONE THROUGH INTERVENTION, EDUCATION, AND ADVOCACY | $20,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 980636462 | NONE | PUBLIC CHARITY | TO WORK WITH CHILDREN AND FAMILIES WORLDWIDE TO REACH THEIR FULL POTENTIAL BY TACKLING POVERTY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,082 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,419 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,767 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $760,216 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $898,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $898,484 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD S INGHAM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 EAST OAKLAND PARK BOULEVARD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $464,100 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 9,300 SHARES OF MICHAEL KORS HOLDINGS LTD STOCK | NoncashPropertyDesc |
| Fair Market Value | $464,100 | FairMarketValueAmt |
| Received | 2014-02-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART I, LINE 16, COLUMN (A) | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF PROVIDER TYPE OF SERVICE PROVIDED AMOUNT PAIDLINE 16B, ACCOUNTING FEES: MCGLADREY LLP PREPARATION OF 2013 FORM 990-PF $5,500LINE 16C, OTHER PROFESSIONAL FEES: JP MORGAN BANK MANAGEMENT FEES $26,825 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US LARGE CAP EQUITIES, JPM 5002 (STATEMENT A) | $3,692,134 | $5,411,253 |
| US MID/SMALL CAP EQUITIES, JPM 5002 (STATEMENT A) | $729,783 | $920,641 |
| NON US EQUITIES, JPM 5002 (STATEMENT A) | $1,551,677 | $1,641,111 |
| US LARGE CAP EQUITIES, JPM 2001 (STATEMENT B) | $2,125 | $3,465 |
| US MID CAP EQUITIES, JPM 2001 (STATEMENT B) | $40,500 | $41,250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP ADDITIONAL BASIS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,603 | BookValueAmt |
| EOYFMV | $3,603 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| JP MORGAN - NONTAXABLE DIVIDENDS | $2,820 | $0 | $2,820 |
| K-1 THE CARLYLE GROUP | -$53 | -$53 | -$53 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS | $6,000 |
| EQUITY ASSET BASIS ADJUSTMENT | $45 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $26,825 | Amt |
| Net Investment Income | $26,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD INGHAM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 EAST OAKLAND PARK BOULEVARD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33306 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PY | $8,844 | $0 | $0 |
| FOREIGN TAX WITHHELD | $2,460 | $2,460 | $0 |
| EXCISE TAX CY | $11,560 | $0 | $0 |
Comments