3 SONS FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- 3 SONS FOUNDATION INC (EIN 45-0645135)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201403169349100965
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T11:22:18-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J L Hofmann & Associates PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 S Dixie Hwy Ste 4B | AddressLine1 |
| City | Coral Gables | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450645135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 3 Sons Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 3SON | BusinessNameControlTxt |
| Phone | 3059894884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5401 Maggiore St | AddressLine1 |
| City | Miami | City |
| State | FL | State |
| ZIP Code | 331462847 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSE SEGRERA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3059894884 | PhoneNum |
| Signature | 2014-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L HOFMANN | PreparerPersonNm |
| Phone | 3056660024 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $283,869 | 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 | $222 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $222 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,515 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,737 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,041 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $429 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $429 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,308 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $228,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,369 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $105,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,500 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,365 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $345,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $283,869 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $345,109 | UnrestrictedBOYAmt |
| Unrestricted EOY | $283,869 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $345,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $283,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $345,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $283,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $345,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,883 | ExcessRevenueOverExpensesAmt |
| Subtotal | $289,226 | SubtotalAmt |
| Other Decreases | $5,357 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $283,869 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $62,184 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $354,883 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.175224 | DistributionYr1Rt |
| Total Distribution | 0.175224 | TotalDistributionRt |
| Average Distribution | 0.175224 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $296,484 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,951 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $73 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,024 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $73 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73 | SubtotalAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $73 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | JOSE SEGRERA | IndividualWithBooksNm |
| Phone | 3059894884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5401 Maggiore St | AddressLine1 |
| City | Coral Gables | City |
| State | FL | State |
| ZIP Code | 331462847 | ZIPCode |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSE SEGRERA | ||||||||
| 5401 Maggiore St | Coral Gables | FL | 33146 | President | 1.00 | $0 | $0 | $0 |
| ELAINE SEGRERA | ||||||||
| 5401 Maggiore St | Coral Gables | FL | 33146 | Secretary | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $104,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $300,999 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $300,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $296,484 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73 | TotalTaxAmt |
| Distributable Before Adj | $14,751 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,751 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,751 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $61,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $73 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,077 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,751 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $34,184 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,150 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,399 | RemainingDistriFromCorpusAmt |
| Total Corpus | $80,583 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $80,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $34,184 | ExcessFromYear1Amt |
| Excess From Current Year | $46,399 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSE SEGRERA | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSE SEGRERA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5401 Maggiore St | AddressLine1 |
| City | Coral Gables | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3059894884 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Best Buddies | ||||||
| 100 SE 2nd Street Suite 2200 | Miami | FL | 33131 | 501 (C) 3 | SupportFoundationCharitable | $250 |
| Shake a Leg | ||||||
| 2620 S Bayshore Drive | Miami | FL | 33133 | 501 (C) 3 | SupportFoundationCharitable | $25,000 |
| Spanish International Parents Assoc | ||||||
| 5120 Sunset Drive | Miami | FL | 33143 | 501 (C) 3 | SupportFoundationCharitable | $500 |
| Sunset Elementary | ||||||
| 5120 Sunset Drive | Miami | FL | 33143 | 501 (C) 3 | SupportFoundationCharitable | $1,000 |
| University of Miami | ||||||
| 1320 S Dixie Highway | Coral Gables | FL | 33124 | 501 (C) 3 | SupportFoundationCharitable | $14,700 |
| Children's Cancer Caring Center | ||||||
| 8940 N Kendall Dr Ste 603E | Miami | FL | 33176 | 501 (C) 3 | SupportFoundationCharitable | $500 |
| The Darrell Gwynn Foundation | ||||||
| 4850 SW 52 Street | Davie | FL | 33314 | 501 (C) 3 | SupportFoundationCharitable | $10,000 |
| JDRF | ||||||
| 3411 NW 9th Ave Ste 701 | Ft Lauderdale | FL | 33309 | 501 (C) 3 | SupportFoundationCharitable | $100 |
| Ransom Everglades | ||||||
| 2045 South Bayshore Dr | Coconut Grove | FL | 33133 | 501 (C) 3 | SupportFoundationCharitable | $6,500 |
| St Brendan Catholic Elementary School | ||||||
| 8755 SW 32 St | Miami | FL | 33165 | 501 (C) 3 | SupportFoundationCharitable | $100 |
| YMCA of Greater Miami | ||||||
| 730 NW 107 Ave Ste 200 | Miami | FL | 33172 | 501 (C) 3 | SupportFoundationCharitable | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,737 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part XV Submission Information | FormAndLineReferenceDesc |
| Medium Explanation | B. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Earthlink Inc | CategoryOrItemTxt |
| Book Value | $98,500 | BookValueAmt |
| EOYFMV | $98,500 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| Prepaid Federal Income Taxes | $6,365 |
| Other advances | $5,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| Prepaid Federal Income Taxes | $6,365 |
| Other advances | $5,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| Prepaid Federal Income Taxes | $6,365 |
| Other advances | $5,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized losses on investments | Description |
| Amount | $5,357 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank service fees | Desc |
| Revenue And Expenses Per Books | $429 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $429 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | CategoryTxt |
| Amt | $2,041 | Amt |
Comments