FOCUS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOCUS FOUNDATION (EIN 31-1526199)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201411349349101611
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T11:45:00-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341082617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLE GROWTH PARTNERS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6155 ROCKSIDE RD SUITE 400 | AddressLine1 |
| City | INDEPENDENCE | City |
| State | OH | State |
| ZIP Code | 44131 | 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 | 311526199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOCUS FOUNDATION CO KEITH A BROWN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOCU | BusinessNameControlTxt |
| Phone | 9544633006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2419 LAGUNA DRIVE | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33316 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH A BROWN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9544633006 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES T GORNIK CPA | PreparerPersonNm |
| PTIN | P00706605 | PTIN |
| Phone | 2166743800 | 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 | $1,467,175 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $38,706 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,706 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $918 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,948 | 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 |
| Other Prof Fees Rev And Expnss | $27,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,363 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,363 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,679 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,473 | CashBOYAmt |
| Cash EOY | $36,757 | CashEOYAmt |
| Cash EOYFMV | $36,757 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,656,254 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,567,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,430,418 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,658,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,604,261 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,467,175 | 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 | $1,658,727 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,604,261 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,658,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,604,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,658,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,604,261 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,658,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,604,261 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,604,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 750SH DEUTSCHE BK CAP FDG TR X | 2007-11-09 | 2013-02-26 | $19,205 | $18,750 | $455 | $455 |
| 2800SH DEUTSCHE BK CAP FDG TR X | 2007-11-09 | 2013-11-04 | $70,463 | $70,000 | $463 | $463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $918 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $159,492 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,723,858 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.092520 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $426,638 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,869,280 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.228237 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $327,638 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,071,893 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.158135 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,363 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,740,908 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057075 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,654 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,933,478 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058782 | DistributionYr5Rt |
| Total Distribution | 0.594749 | TotalDistributionRt |
| Average Distribution | 0.118950 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,608,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $191,341 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $937 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $192,278 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $146,113 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,920 | TotalPaymentsAndCreditsAmt |
| Overpayment | $46 | OverpaymentAmt |
| Applied To ES Tax | $46 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEITH BROWN | IndividualWithBooksNm |
| Phone | 9544633006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2419 LAGUNA DRIVE | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33316 | ZIPCode |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| KEITH A BROWN | ||||||||
| 2419 LAGUNA DRIVE | FORT LAUDERDALE | FL | 33316 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| DALE KUCAJ | ||||||||
| 3125 CLARK PARKWAY | WESTLAKE | OH | 44145 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| ANDREA C BROWN | ||||||||
| 2419 LAGUNA DRIVE | FORT LAUDERDALE | FL | 33316 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| CHRISTOPHER R BROWN | ||||||||
| 2419 LAGUNA DRIVE | FORT LAUDERDALE | FL | 33316 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| IAN D BROWN | ||||||||
| 2419 LAGUNA DRIVE | FORT LAUDERDALE | FL | 33316 | TRUSTEE | 3.00 | $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 | $1,604,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,633,078 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,633,078 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,608,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,874 | TotalTaxAmt |
| Distributable Before Adj | $78,555 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,555 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,555 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,113 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,113 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,113 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,086 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,831 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $225,250 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $336,698 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,211 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $673,076 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,113 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,555 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,558 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $740,634 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $21,086 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $719,548 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,831 | ExcessFromYear4Amt |
| Excess From Year3 | $225,250 | ExcessFromYear3Amt |
| Excess From Year2 | $336,698 | ExcessFromYear2Amt |
| Excess From Year1 | $75,211 | ExcessFromYear1Amt |
| Excess From Current Year | $67,558 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEITH A BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2419 LAGUNA DRIVE | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33316 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4408925022 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST; INCLUDE INFORMATION ABOUT THE ORGANIZATION AND DETAILS ON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AN ORGANIZATION UNDER 501(C)(3), 170(C), 2055(A) OR 2522(A) WITH A PREFERENCE FOR EDUCATIONAL INSTITUTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LAKE RIDGE ACADEMY | |||||||
| 37501 CENTER RIDGE ROAD | NORTH RIDGEVILLE | OH | 44039 | NONE | 509(A)(1) | EDUCATION | $38,613 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | NONE | 509(A)(1) | EDUCATION | $100,000 |
| WOMEN IN DISTRESS OF BROWARD COUNTY INC | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | NONE | 509(A)(1) | CHARITABLE | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,363 | 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 | $38,706 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $918 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,948 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,948 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEUTSCH BK CAP FDG TR X | $405,000 | $410,508 |
| BARCLAYS KB PLC SPONSORED ADR | $500,000 | $507,400 |
| TELEPHONE & DATA SYS INC | $662,504 | $512,510 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $19 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $27,000 | Amt |
| Net Investment Income | $20,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX DUE | $112 | $0 | $0 |
| FEDERAL EXCISE TAX ESTIMATED PAYMENTS | $1,920 | $0 | $0 |
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