KATE OBSTGARTEN PRIVATE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KATE OBSTGARTEN PRIVATE FOUNDATION (EIN 20-1567943)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-25
- IRS object ID
- 201432069349100508
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-25T15:24:53-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341939938 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE & ASSOCIATES INC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4615 WEST STREETSBORO ROAD SUITE | AddressLine1 |
| Address Line2 | 203 | AddressLine2 |
| City | RICHFIELD | City |
| State | OH | State |
| ZIP Code | 44286 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201567943 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATE OBSTGARTEN PRIVATE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KATE | NameControl |
| Phone | 5613676085 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SE MIZNER BLVD NO B107 | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33432 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLOTTE RUBIN | Name |
| Title | TRUSTEE | Title |
| Phone | 5613676085 | Phone |
| Date Signed | 2014-07-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK F TATECPAMBAPFS | Name |
| PTIN | P00196842 | PTIN |
| Phone | 3306590330 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2156783 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 102655 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 102655 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3065 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3065 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 105720 | TotalRevenueAndExpenses |
| Total Net Investment Income | 105720 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 18750 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2696 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 163 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 26009 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 125150 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 125150 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 151159 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 125150 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -45439 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 105720 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 286698 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 54114 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 54114 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 100273 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 100217 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 107281 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1354149 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1491350 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1524141 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 428408 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 478408 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 471247 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2169528 | TotalAssetsBOY |
| Total Assets EOY | 2124089 | TotalAssetsEOY |
| Total Assets EOYFMV | 2156783 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2169528 | RetainedEarningsBOY |
| Retained Earnings EOY | 2124089 | RetainedEarningsEOY |
| Total Net Assets BOY | 2169528 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2124089 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2169528 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2124089 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2169528 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -45439 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2124089 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2124089 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 119600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2180927 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054839 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 121500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2240997 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054217 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 109000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1969527 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055343 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 100000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1805807 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055377 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 128106 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2143299 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.059770 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.279546 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055909 | AverageDistributionRatio |
| Net Noncharitable Assets | 2255016 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 126076 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1057 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 127133 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 125150 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2114 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2114 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2114 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2400 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Overpayment | 284 | Overpayment |
| Amount Credited To Next Year | 284 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | CARRIE RUBIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5613676085 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SE MIZNER BLVD B107 | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33432 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARVIN RUBIN | ||||||||
| 16323 VINTAGE OAKS | DELRAY BEACH | FL | 33484 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| SANDRA RUBIN | ||||||||
| 16323 VINTAGE OAKS | DELRAY BEACH | FL | 33484 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CHARLOTTE ROSE RUBIN | ||||||||
| 550 SE MIZNER BLVD | BOCA RATON | FL | 33432 | DIRECTOR | 2.00 | 18750 | 0 | 0 |
| AMY ANN COHN | ||||||||
| 6019 E MARIPOSA ST | PHOENIX | AZ | 85018 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PHILANTHROPIC ENDEAVORS | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2105407 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 183949 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2289356 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2289356 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 34340 | CashDeemedCharitable |
| Net Noncharitable Assets | 2255016 | NetNoncharitableAssets |
| Minimum Investment Return | 112751 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 112751 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2114 | TaxBasedOnInvestmentIncome |
| Total Tax | 2114 | TotalTax |
| Distributable Amount Before Adj | 110637 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 110637 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 110637 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 125150 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 125150 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 125150 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 110637 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 23329 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 11503 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 11948 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 11539 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12937 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 71256 | TotalExcessDistriCarryover |
| Qualifying Distributions | 125150 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 110637 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14513 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 85769 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 23329 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 62440 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 11503 | ExcessFromYear4 |
| Excess From Year3 | 11948 | ExcessFromYear3 |
| Excess From Year2 | 11539 | ExcessFromYear2 |
| Excess From Year1 | 12937 | ExcessFromYear1 |
| Excess From Current Year | 14513 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AJC CHILDREN'S FOUNDATION | |||||||
| PO BOX 16266 | PLANTATION | FL | 33318 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| ALTERNATIVE EDUCATION FOUNDATION | |||||||
| 7744 PETERS ROAD | PLANTATION | FL | 33324 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,500 |
| AMYOTHROPIC LATERAL SCLEROSIS | |||||||
| 3242 PARKSIDE CENTER CIRCLE | TAMPA | FL | 33619 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $500 |
| ANN STORCK CENTER | |||||||
| 1790 SW 43RD WAY | FT LAUDERDALE | FL | 33317 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,500 |
| BARTON G KIDS HERE NOW | |||||||
| 5061 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| BECCA'S CLOSET | |||||||
| 151 NOB HILL ROAD SUITE 280 | PLANTATION | FL | 33324 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| BOCA RATON CHILDREN'S MUSEUM | |||||||
| 498 CRAWFORD BLVD | BOCA RATON | FL | 33432 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,000 |
| BOCA RATON COMMUNITY HOSPITAL FOUNDATION | |||||||
| 745 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $10,000 |
| CHILDREN'S HEART FOUNDATION | |||||||
| 3006 SOUTH MARYLAND PARKWAY 690 | LAS VEGAS | NV | 89109 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| (no name) | |||||||
| NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 | ||||
| FLORENCE FULLER CHILD DEVELOPMENT CENTERS INC | |||||||
| 200 NE 14 STREET | BOCA RATON | FL | 33432 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $10,000 |
| FOCOS FOUNDATION | |||||||
| 226 EAST 54TH STREET 306 | NEW YORK | NY | 10022 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| GEORGE SNOW SCHOLARSHIP FUND | |||||||
| 1860 N DIXIE HIGHWAY | BOCA RATON | FL | 33432 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| GLAUCOMA RESEARCH FOUNDATION | |||||||
| 251 POST STREET SUITE 600 | SAN FRANCISO | CA | 94108 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $15,000 |
| GORDON ADVISORS CHARITIES | |||||||
| 1301 W LONG LAKE ROAD SUITE 200 | TROY | MI | 48098 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,500 |
| HERE'S HELP INC | |||||||
| 15100 NW 27 AVENUE | OPA LOCKA | FL | 33021 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| HILLEL DAY SCHOOL | |||||||
| 21011 95TH AVENUE SOUTH | BOCA RATON | FL | 33428 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,800 |
| IN THE PINES INC | |||||||
| 16101 HALF MILE ROAD BLDG G | DELRAY BEACH | FL | 33446 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,000 |
| JCC ASSOCIATION LENNY RUBIN ISRAEL FOUNDATION | |||||||
| 520 EIGHT AVENUE | NEW YORK | NY | 10018 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| JUNIOR LEAGUE OF BOCA RATON | |||||||
| 261 NORTHWEST 13TH STREET | BOCA RATON | FL | 33432 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| MARGAUX'S MIRACLE FOUNDATION | |||||||
| 2601 NW 29TH STREET | BOCA RATON | FL | 33434 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY OHIO BUCKEYE CHAPTER | |||||||
| 6155 ROCKSIDE ROAD 202 | INDEPENDENCE | OH | 44131 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $10,000 |
| NICK R CHIERA FOUNDATION | |||||||
| 4171 W HILLSBORO BLVD 11 | COCONUT CREEK | FL | 33073 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| SOS CHILDREN'S VILLAGE | |||||||
| 3681 NW 59TH PLACE | POMPANO BEACH | FL | 33073 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| TORAH ACADEMY OF BOCA RATON | |||||||
| 447 NW SPANISH RIVER RD | BOCA RATON | FL | 33428 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,800 |
| UNIVERSITY OF MIAMI SYLVESTER | |||||||
| 1320 S DIXIE HIGHWAY 921 | CORAL GABLES | FL | 33146 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $7,500 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $5,000 |
| VICTORY LIVING PROGRAMS | |||||||
| 1001 WEST CYPRESS ROAD SUITE 400 | FT LAUDERDALE | FL | 33309 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $2,500 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,500 |
| IMPACT 100 | |||||||
| PO BOX 4266 | FORT WALTON BEACH | FL | 32549 | NONE | CORP. | GENERAL CHARITABLE PURPOSE | $1,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 125150 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 102655 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3065 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 105720 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 105720 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | DIVIDENDS AND INTEREST ARE FROM SECURITIES INVESTED FOR THE ORGANIZATION'S EXEMPT PURPOSE AND PROVIDE ADDITIONAL INCOME FOR THE ORGANIZATION TO ATTAIN ITS EXEMPT PURPOSE. |
| 7 | OTHER INCOME IS MISCELLANEOUS INCOME GENERATED FOR THE ORGANIZATION'S EXEMPT PURPOSE AND PROVIDES ADDITIONAL INCOME FOR THE ORGANIZATION TO ATTAIN ITS EXEMPT PURPOSE. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $4,400 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BOND INVESTMENTS | NameOfBond |
| EOY Book Value | 478408 | EOYBookValue |
| EOYFMV | 471247 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK INVESTMENTS | NameOfStock |
| EOY Book Value | 1491350 | EOYBookValue |
| EOYFMV | 1524141 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 100217 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 107281 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISCELLANEOUS INVESTMENT FEE | 150 | 0 | 0 |
| POSTAGE AND DELIVERY | 13 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 3065 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3065 | NetInvestmentIncome |
| Adjusted Net Income | 3065 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $2,696 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments