THOMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS FAMILY FOUNDATION INC (EIN 06-1604351)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-05
- IRS object ID
- 201303099349100225
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-05T15:43:04-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL CUOMO ESQ | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E 42ND ST 14TH FL | AddressLine1 |
| City | NY | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061604351 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 2129836409 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVID MTHOMAS 5390 ISLEWORTH | AddressLine1 |
| Address Line2 | COUNTRY CL | AddressLine2 |
| City | WINDERMERE | City |
| State | FL | State |
| ZIP Code | 34786 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID THOMAS | Name |
| Title | PRESIDENT | Title |
| Phone | 2129836409 | Phone |
| Date Signed | 2013-11-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01216361 | PTIN |
| Phone | 2129836409 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 518676 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 215683 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3991 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3991 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6089 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6089 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 13508 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 295828 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13508 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 26135 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 26135 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 265406 | TotalRevenueAndExpenses |
| Total Net Investment Income | 49723 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1680 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 320 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 320 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1874 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 40892 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 40792 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 44766 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 41112 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 81634 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 81634 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 126400 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 41112 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 81634 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 139006 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8611 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 167706 | CashBOY |
| Cash EOY | 68321 | CashEOY |
| Cash EOYFMV | 68321 | CashEOYFMV |
| Investments Corp Stock BOY | 235731 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 443615 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 450355 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 15260 | InvestmentsOtherBOY |
| Investments Other EOY | 0 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 418697 | TotalAssetsBOY |
| Total Assets EOY | 511936 | TotalAssetsEOY |
| Total Assets EOYFMV | 518676 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 37424 | CapitalStockBOY |
| Capital Stock EOY | 37424 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 381273 | RetainedEarningsBOY |
| Retained Earnings EOY | 474512 | RetainedEarningsEOY |
| Total Net Assets BOY | 418697 | TotalNetAssetsBOY |
| Total Net Assets EOY | 511936 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 418697 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 511936 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 418697 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 139006 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 557703 | Subtotal |
| Other Decreases | 45767 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 511936 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| BARCLAYS FINL | P | 100000 | 100000 | 0 | 0 |
| CREDIT SUISSE | P | 100000 | 100000 | 0 | 0 |
| SCOTTISH RE GRP | P | 24000 | 37654 | -13654 | -13654 |
| ENBRIDGE ENERGY | P | 37591 | 21407 | 16184 | 16184 |
| ENTERPRISE PRODS | P | 24368 | 13569 | 10799 | 10799 |
| MORGAN STANLEY | P | 3567 | 3815 | -248 | -248 |
| BARCLAYS FINL | P | 5875 | 5875 | 0 | 0 |
| THRU ENTERPRISE PARTNERS | P | 427 | 427 | 427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13508 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 68752 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 211850 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.324532 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 54827 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 192995 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.284085 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 53889 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 208539 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.258412 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 100166 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 276228 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.362621 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 57904 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 439656 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.131703 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.361353 | TotalDistributionRatio |
| Average Distribution Ratio | 0.272271 | AverageDistributionRatio |
| Net Noncharitable Assets | 416834 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 113492 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 86 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 113578 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 81634 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 172 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 172 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 172 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2181 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2181 | TotalCreditsAndPayments |
| Overpayment | 2009 | Overpayment |
| Amount Credited To Next Year | 2009 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | PAUL CUOMO ESQ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129836409 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E 42ND ST 14TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M THOMAS | ||||||||
| 93 CLAPBOARD RIDGE ROAD | GREENWICH | CT | 06830 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| CAROLYN T THOMAS | ||||||||
| 93 CLAPBOARD RIDGE ROAD | GREENWICH | CT | 06830 | VP & SECRETARY | 0.00 | 0 | 0 | 0 |
| JOHN J FERGUSON | ||||||||
| CEDAR HILL | GREENWICH | CT | 06830 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DAVID M THOMAS | ||||||||
| 93 CLAPBOARD RIDGE ROAD | GREENWICH | CT | 06830 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CAROLYN T THOMAS | ||||||||
| 93 CLAPBOARD RIDGE ROAD | GREENWICH | CT | 06830 | DIRECTOR | 0.00 | 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 |
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 | 395659 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 27523 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 423182 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 423182 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6348 | CashDeemedCharitable |
| Net Noncharitable Assets | 416834 | NetNoncharitableAssets |
| Minimum Investment Return | 20842 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 20842 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 172 | TaxBasedOnInvestmentIncome |
| Total Tax | 172 | TotalTax |
| Distributable Amount Before Adj | 20670 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 20670 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 20670 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 81634 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 81634 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 81634 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 20670 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 36337 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 86983 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 43684 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 45303 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 58485 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 270792 | TotalExcessDistriCarryover |
| Qualifying Distributions | 81634 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 20670 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 60964 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 331756 | 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 | 36337 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 295419 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 86983 | ExcessFromYear4 |
| Excess From Year3 | 43684 | ExcessFromYear3 |
| Excess From Year2 | 45303 | ExcessFromYear2 |
| Excess From Year1 | 58485 | ExcessFromYear1 |
| Excess From Current Year | 60964 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FAMILY PROMISE OF GREATER ORLANDO | |||||||
| 2313 1/2 N ORANGE AVE | ORLANDO | FL | 32804 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| SHEPARDS HOPE | |||||||
| 4851 S APOPKA-VINELAND RD | ORLANDO | FL | 32819 | N/A | N/A | GENERAL SUPPORT | $3,500 |
| LIFE FOR KIDS | |||||||
| 315 WYMORE ROAD | WINTER PARK | FL | 32789 | N/A | N/A | GENERAL SUPPORT | $1,500 |
| HOUSE OF HOPE ORLANDO | |||||||
| PO BOX 560484 | ORLANDO | FL | 32856 | N/A | N/A | GENERAL SUPPORTGENERAL SUPPORT | $1,500 |
| ORLANDO MINORITY YOUTH GOLF ASSOCIATION | |||||||
| 708 W JACKSON AVENUE | ORLANDO | FL | 32805 | N/A | N/A | GENERAL SUPPORT | $500 |
| SHEPARDS HOPE | |||||||
| 4851 S APOPKA-VINELAND RD | ORLANDO | FL | 32819 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| ST LUKE'S METHODIST CHURCH | |||||||
| 4851 S APOPKA-VINELAND RD | ORLANDO | FL | 32819 | N/A | N/A | GENERAL SUPPORT | $23,000 |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| PO BOX 13796 | GAINSVILLE | FL | 32604 | N/A | N/A | GENERAL SUPPORT | $7,500 |
| FLORIDA UNITED METHODIST FOUNDATION | |||||||
| PO BOX 3549 | LAKELAND | FL | 33802 | N/A | N/A | GENERAL SUPPORT | $500 |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| PO BOX 13796 | GAINSVILLE | FL | 32604 | N/A | N/A | GENERAL SUPPORT | $7,500 |
| ORLANDO SCIENCE CENTER | |||||||
| 777 EAST PRINCETON STREET | ORLANDO | FL | 32803 | N/A | N/A | GENERAL SUPPORT | $1,500 |
| WORKFORCE ADVANTAGE ACADEMY | |||||||
| 2113 E SOUTH STREET | ORLANDO | FL | 32803 | N/A | N/A | GENERAL SUPPORT | $500 |
| HENRY VISCARDI SCHOOL | |||||||
| 201 IU WILLETS ROAD | ALBERTSON | NY | 11507 | N/A | N/A | GENERAL SUPPORT | $200 |
| BR CHAMBERLAIN FOUNDATION | |||||||
| 3602 MISSION LANE | BONIFAY | FL | 32425 | N/A | N/A | GENERAL SUPPORT | $5,000 |
| BRIDGEPORT RESCUE MISSION | |||||||
| 1088 FARIFIELD AVE | BRIDGEPORT | CT | 06605 | N/A | N/A | GENERAL SUPPORT | $2,000 |
| CIRCLE OF CARE | |||||||
| PO BOX 32 | WILTON | CT | 06897 | N/A | N/A | GENERAL SUPPORT | $7,000 |
| UNIVERSITY OF FLORIDA UAA | |||||||
| PO BOX 13796 | GAINSVILLE | FL | 32604 | N/A | N/A | GENERAL SUPPORT | $8,684 |
| FOUNDATION FOR ORG COUNTY SCHOOLS | |||||||
| 445 W AMELIA STREET SUITE 901 | ORLANDO | FL | 32801 | N/A | N/A | GENERAL SUPPORT | $1,000 |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | N/A | GENERAL SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 81634 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3991 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6089 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 26135 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 13508 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 49723 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 49723 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | COLUMN E, LINES 3, 4 AND 5: INCOME GENERATED FROM INVESTMENTS IS USED |
| 3 | TO CONTRIBUTE DIRECTLY TO QUALIFIED IRC SECTION 501(C)(3) |
| 3 | ORGANIZATIONS |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | DAVID THOMAS | 5390 ISLEWORTH COUNTRY CLUB DRIVE | WINDERMERE | FL | 34786 | 144854 | X | X |
| 2 | DAVID THOMAS | 5390 ISLEWORTH COUNTRY CLUB DRIVE | WINDERMERE | FL | 34786 | 70829 | X | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 2350 SHARES BEAM | 144854 | 2012-12-18 |
| 2 | 2350 SHARES FBHS | 70829 | 2012-12-18 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE SECURITIES | NameOfStock |
| EOY Book Value | 443615 | EOYBookValue |
| EOYFMV | 450355 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 0 | BookValue |
| EOYFMV | 0 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES & MISC | Category |
| Amount | $1,680 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK TAX DIFFERENCES FROM CONTRIBUTIONS RECEIVED AND MISC | Description |
| Amount | $45,767 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ENBRIDGE ENERGY ORD LOSS | 29392 | 29292 | 0 |
| ENTERPRISE PARTNERS ORD LOSS | 11500 | 11500 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| THRU ENTERPRISE | 7 | 7 | 7 |
| THRU ENTERPRISE | 10346 | 10346 | 10346 |
| THRU ENBRIDGE | 15782 | 15782 | 15782 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCOUNT FEE | $300 | 300 | 0 |
| FILING FEE | $20 | 20 | 0 |
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