GARY PETERS FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GARY PETERS FAMILY FOUNDATION INC (EIN 20-1067444)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-06
- IRS object ID
- 201432189349100003
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-06T09:38:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591949459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINKLE RICHTER & RHINE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E ATLANTIC AVE STE 226 | AddressLine1 |
| City | DELRAY BEACH | City |
| State | FL | State |
| ZIP Code | 334835359 | 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 | 201067444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY PETERS FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 5619947330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6013 LE LAC ROAD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33496 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY PETERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5619947330 | PhoneNum |
| Signature | 2014-05-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT T RHINE | PreparerPersonNm |
| PTIN | P00035886 | PTIN |
| Phone | 5613142201 | PhoneNum |
| Preparation | 2014-08-06 | PreparationDt |
| 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 | $8,643,877 | 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 | $240,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $171,837 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $171,837 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $194,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$290,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,232,823 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $316,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $398,628 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $72,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $72,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $11,954 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,954 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $558 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,650 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $35,277 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $35,277 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $76,447 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $274,839 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $201,886 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $398,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $531,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $398,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$215,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $602,106 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $371,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $371,071 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $154,958 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $151,224 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $154,291 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,395,839 | CorporateStockBOYAmt |
| Corporate Stock EOY | $511,964 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $544,700 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,861,353 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,490,903 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,524,888 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,517,670 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,795,238 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,036,781 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,659 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,085 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,224 | LandBOYAmt |
| Land EOY | $8,574 | LandEOYAmt |
| Land EOYFMV | $8,574 | LandEOYFMVAmt |
| Other Assets BOY | $3,572 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,572 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,572 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,545,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,332,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,643,877 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,545,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,332,546 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,545,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,332,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,545,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,332,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,545,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$215,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,588 | OtherIncreasesAmt |
| Subtotal | $8,332,546 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,332,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,963 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY PETERS | IndividualWithBooksNm |
| Phone | 5619947330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6013 LE LAC ROAD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33496 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY PETERS | ||||||||
| 6013 LE LAC ROAD | BOCA RATON | FL | 33496 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CECILIA PETERS | ||||||||
| 6013 LE LAC ROAD | BOCA RATON | FL | 33496 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM GREGORY PETERS | ||||||||
| 2061 NW 25TH STREET | BOCA RATON | FL | 33431 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER SIMONS | ||||||||
| 1859 WILDWOOD LANE | DEERFIELD BEACH | FL | 33442 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN MARK PETERS | ||||||||
| 3801 NW 5TH TERRACE | BOCA RATON | FL | 33431 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,889,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $521,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,410,941 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,410,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,284,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,239 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $414,239 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $414,239 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $414,239 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $330,050 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $330,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $414,239 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $150,794 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $444,631 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,848 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $642,273 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,050 | QualifyingDistributionsAmt |
| Applied To Current Year | $330,050 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $84,189 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $84,189 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $558,084 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,605 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $491,479 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $444,631 | ExcessFromYear4Amt |
| Excess From Year3 | $46,848 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4KIDS OF SOUTH FLORIDA | |||||||
| 827 S STATE ROAD 7 | NORTH LAUDERDALE | FL | 33068 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $50,000 |
| BOCA HELPING HANDS | |||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $21,200 |
| FIREWALL MINISTRIES | |||||||
| 13044 SPRING LAKE DRIVE | FORT LAUDERDALE | FL | 333302669 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $20,000 |
| PALM BEACH COUNTY YOUTH FOR CHRIST | |||||||
| 800 NORTHPOINT PARKWAY | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $18,200 |
| SAINT ANDREWS SCHOOL | |||||||
| 3900 JOG ROAD | BOCA RATON | FL | 33434 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $26,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $100,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $13,500 |
| WAYNE BARTON STUDY CENTER | |||||||
| 269 NE 14TH STREET | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,000 |
| YOUNG LIFE | |||||||
| POOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $5,000 |
| ORDER OF ST JOHN OF JERUSALEM | |||||||
| 790 ANDREWS AVE 301-C | DELRAY BEACH | FL | 33483 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,500 |
| AFRICAN BIBLE COLLEGE | |||||||
| PO BOX 103 | CLINTON | MS | 39060 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,200 |
| CRU | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $750 |
| FAMILY PROMISE | |||||||
| 840 GEORGE BUSH BLVD | DELRAY BEACH | FL | 33483 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $10,000 |
| FLORENCE FULLER CHILD DEV | |||||||
| 200 NE 14TH ST | BOCA RATON | FL | 33498 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,500 |
| FLORIDA STATE UNIVERSITY | |||||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,000 |
| HIGH POINT UNIVERSITY | |||||||
| 833 MONTLIEU AVE | HIGH POINT | NC | 27262 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $10,000 |
| JUNIOR LEAGUE OF BOCA RATON | |||||||
| 261 NW 13TH ST | BOCA RATON | FL | 33432 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $2,400 |
| JUNIOR ACHIEVEMENT | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $850 |
| OPERATION STAND DOWN NASHVILLE | |||||||
| 1125 12TH AVENUE SOUTH | NASHVILLE | TN | 37203 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $3,000 |
| PALM BEACH COUNTY YOUTH FOR CHRIST | |||||||
| 800 NORTHPOINT PKWY 202 | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $1,200 |
| TOMORROW'S PROMISE | |||||||
| 601 N CONGRESS AVE 110 | DELRAY BEACH | FL | 33445 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $20,000 |
| WESTMINSTER ACADEMY | |||||||
| 5601 N FEDERAL HWY | FORT LAUDERDALE | FL | 33308 | NONE | PUBLIC | CHARITABLE/GENERAL PURPOSE | $18,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $171,837 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
| Related Or Exempt Function Incm | $194,828 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,963 | ExclusionAmt |
| Related Or Exempt Function Incm | -$322,458 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,965 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,207 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,172 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| GARY PETERS |
| CECILIA PETERS |
| WILLIAM GREGORY PETERS |
| JENNIFER SIMONS |
| STEVEN MARK PETERS |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| IMPROVEMENTS | 2009-06-30 | $10,708 | $2,496 | S/L | 15.0000 | $714 |
| FURNITURE | 2008-02-01 | $445 | $346 | 200DB | 7.0000 | $40 |
| PRINTER | 2008-02-14 | $400 | $311 | 200DB | 7.0000 | $35 |
| SHELVES | 2008-03-13 | $530 | $412 | 200DB | 7.0000 | $47 |
| SHELVES | 2008-04-16 | $530 | $412 | 200DB | 7.0000 | $47 |
| OFFICE FURNITURE | 2010-10-07 | $1,073 | $544 | 200DB | 7.0000 | $151 |
| TELEPHONE | 2008-02-14 | $2,017 | $1,567 | 200DB | 7.0000 | $180 |
| REFRIGERATOR | 2008-03-04 | $216 | $168 | 200DB | 7.0000 | $19 |
| COPIER/PRINTER/SCANNER | 2008-03-13 | $559 | $527 | 200DB | 5.0000 | $32 |
| LASER PRINTER | 2008-04-04 | $219 | $206 | 200DB | 5.0000 | $13 |
| DELL COMPUTER | 2008-05-14 | $1,462 | $1,378 | 200DB | 5.0000 | $84 |
| DESKTOP AND LAPTOP | 2009-02-13 | $1,370 | $1,133 | 200DB | 5.0000 | $158 |
| COMPUTER | 2009-05-17 | $915 | $757 | 200DB | 5.0000 | $105 |
| EQUIPMENT | 2009-05-17 | $215 | $178 | 200DB | 5.0000 | $25 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| OPPENHEIMER 7556 ATTACHED | PURCHASE | $165,106 | $168,911 | -$3,805 |
| OPPENHEIMER 7556 ATTACHED | PURCHASE | $287,610 | $269,215 | $18,395 |
| OPPENHEIMER 3391 ATTACHED | PURCHASE | $169,383 | $168,345 | $1,038 |
| OPPENHEIMER 3391 ATTACHED | PURCHASE | $399,682 | $380,919 | $18,763 |
| OPPENHEIMER 3281 ATTACHED | PURCHASE | $201,613 | $206,918 | -$5,305 |
| OPPENHEIMER 3281 ATTACHED | PURCHASE | $582,694 | $581,843 | $851 |
| OPPENHEIMER 7665 ATTACHED | PURCHASE | $180,096 | $184,724 | -$4,628 |
| OPPENHEIMER 7665 ATTACHED | PURCHASE | $180,708 | $173,542 | $7,166 |
| OPPENHEIMER 7549 ATTACHED | PURCHASE | $135,151 | $127,736 | $7,415 |
| OPPENHEIMER 7549 ATTACHED | PURCHASE | $50,670 | $42,008 | $8,662 |
| OPPENHEIMER 7657 ATTACHED | PURCHASE | $14,278 | $10,421 | $3,857 |
| OPPENHEIMER 7657 ATTACHED | PURCHASE | $833,869 | $1,208,736 | -$374,867 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OPPENHEIMER 7657 | $247,506 | $264,655 |
| OPPENHEIMER 7665 | $538,903 | $540,753 |
| OPPENHEIMER 3991 | $2,704,494 | $2,719,480 |
| . |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OPPENHEIMER 7657 | StockNm |
| EOY Book Value | $511,964 | EOYBookValueAmt |
| EOYFMV | $544,700 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $151,224 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $154,291 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OPPENHEIMER 7549 | AT COST | $656,694 | $756,541 |
| OPPENHEIMER 7665 | AT COST | $218,781 | $224,769 |
| OPPENHEIMER 3281 | AT COST | $1,498,927 | $1,610,528 |
| OPPENHEIMER 7556 | AT COST | $1,417,847 | $1,441,954 |
| OPPENHEIMER 7657 | AT COST | $2,989 | $2,989 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $20,659 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $12,085 | AccumulatedDepreciationAmt |
| Book Value | $8,574 | BookValueAmt |
| EOYFMV | $8,574 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $3,572 | BOYBookValueAmt |
| EOY Book Value | $3,572 | EOYBookValueAmt |
| EOYFMV | $3,572 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $52,651 | $52,651 |
| PAYROLL SERVICE FEE | $1,806 | $1,806 |
| INSURANCE | $2,944 | $2,944 |
| LICENSE EXPENSE | $224 | $224 |
| OFFICE EXPENSE | $9,721 | $9,721 |
| UTILITIES | $7,409 | $7,409 |
| CHARITABLE DEVELOPMENT | $392 | $392 |
| POSTAGE | $1,300 | $1,300 |
| EXEMPT INCOME UNDER | ||
| SECTION 41(E)(6) | $198,392 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPRECIATION/TAXES NOT ON BOOKS | Description |
| Amount | $2,588 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $558 | Amt |
| Net Investment Income | $558 | NetInvestmentIncomeAmt |
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