LOIS POPE LIFE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOIS POPE LIFE FOUNDATION INC (EIN 27-3158367)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201323199349102617
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T18:13:28-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201651907 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELSA G JOHNSON PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 YAMATO ROAD SUITE 3120 | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33431 | 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 | 273158367 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS POPE LIFE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOIS | NameControl |
| Phone | 5618650955 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6274 LINTON BOULEVARD | AddressLine1 |
| City | DELRAY BEACH | City |
| State | FL | State |
| ZIP Code | 33484 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOIS POPE | Name |
| Title | CHAIRMAN | Title |
| Phone | 5618650955 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELSA G JOHNSON | Name |
| PTIN | P00327217 | PTIN |
| Phone | 5613628300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4032904 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 152897 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 148676 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 84113 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1148735 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 84113 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 237010 | TotalRevenueAndExpenses |
| Total Net Investment Income | 232789 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | 41600 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 10400 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 31200 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 163265 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 24490 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 138775 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 15551 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7776 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7775 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 101558 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 101558 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7385 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 999 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 2286 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 7610 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 7610 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6392 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 25 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6367 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 343361 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 43690 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 295571 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 650250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 650250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 993611 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 43690 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 945821 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -756601 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 189099 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 139226 | CashBOY |
| Cash EOY | 158583 | CashEOY |
| Cash EOYFMV | 158583 | CashEOYFMV |
| Investments Corp Stock BOY | 3754906 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3249773 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3489853 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 511513 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 256905 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 285148 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 97293 | InvestmentsOtherBOY |
| Investments Other EOY | 106844 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 99320 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4502938 | TotalAssetsBOY |
| Total Assets EOY | 3772105 | TotalAssetsEOY |
| Total Assets EOYFMV | 4032904 | TotalAssetsEOYFMV |
| Accounts Payable EOY | -1107 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | -1107 | 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 | 4502938 | RetainedEarningsBOY |
| Retained Earnings EOY | 3773212 | RetainedEarningsEOY |
| Total Net Assets BOY | 4502938 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3773212 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4502938 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3772105 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4502938 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -756601 | ExcessOfRevenueOverExpenses |
| Other Increases | 27000 | OtherIncreases |
| Subtotal | 3773337 | Subtotal |
| Other Decreases | 125 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3773212 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| FLOWSERVE CORP | 2012-01-13 | 2012-02-16 | 82 | 73 | 9 | 9 | |
| AQUA AMERICA INC | 2011-06-28 | 2012-02-01 | 33267 | 32637 | 630 | 630 | |
| FLOWSERVE CORP | 2012-02-16 | 183 | 145 | 38 | 38 | ||
| PUBLIC STORAGE | 2012-01-04 | 3982 | 3929 | 53 | 53 | ||
| WACHOVIA | 2012-03-20 | 7871 | 7893 | -22 | -22 | ||
| BOEING | 2007-06-19 | 2012-02-16 | 31798 | 41105 | -9307 | -9307 | |
| BRISTOL MYERS | 89032 | 61170 | 27862 | 27862 | |||
| CHEVRON CORP | 2012-02-01 | 45881 | 29627 | 16254 | 16254 | ||
| CHINA MOBILE | 2009-12-10 | 69264 | 61568 | 7696 | 7696 | ||
| ENDO HEALTH SOLUTIONS | 2008-05-08 | 2012-02-01 | 26275 | 16905 | 9370 | 9370 | |
| FLOWSERVE CORP | 2012-02-16 | 26563 | 19314 | 7249 | 7249 | ||
| HEWLETT-PACKARD CO | 2012-02-01 | 15658 | 18868 | -3210 | -3210 | ||
| IBM | 89856 | 42782 | 47074 | 47074 | |||
| MERRILL LYNCH | 2007-01-05 | 2012-01-04 | 97494 | 126000 | -28506 | -28506 | |
| NCR CORP | 2008-12-02 | 2012-08-14 | 44424 | 27788 | 16636 | 16636 | |
| PFIZER | 2012-02-16 | 35124 | 45818 | -10694 | -10694 | ||
| PUBLIC STORAGE | 2010-04-07 | 2012-01-04 | 83548 | 75000 | 8548 | 8548 | |
| TENN VALLEY AUTH | 2011-04-13 | 2012-07-16 | 250000 | 254608 | -4608 | -4608 | |
| VERIZON COMMUNICATIONS | 2012-02-16 | 35138 | 36177 | -1039 | -1039 | ||
| WACHOVIA | 2007-04-02 | 2012-03-20 | 162982 | 163215 | -233 | -233 | |
| CAPITAL GAINS DIVIDENDS | 313 | 313 | 313 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 84113 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 785356 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4671771 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.168107 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.168107 | TotalDistributionRatio |
| Average Distribution Ratio | 0.168107 | AverageDistributionRatio |
| Net Noncharitable Assets | 4033499 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 678059 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1891 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 679950 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 945821 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1891 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1891 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1891 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1583 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 4500 | TaxPaidWithExtension |
| Total Credits And Payments | 6083 | TotalCreditsAndPayments |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Overpayment | 4189 | Overpayment |
| Amount Credited To Next Year | 4189 | 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 | LIFE-EDU.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5618650955 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6274 LINTON BOULEVARD | AddressLine1 |
| City | DELRAY BEACH | City |
| State | FL | State |
| ZIP Code | 33484 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LOIS B POPE | ||||||||
| 6274 LINTON BLVD 103 | DELRAY BEACH | FL | 33484 | CHAIRMAN | 20.00 | 0 | 0 | 0 |
| ROBERT C MILLER | ||||||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | SECRETARY | 5.00 | 0 | 0 | 0 |
| ELSA JOHNSON | ||||||||
| 301 YAMATO ROAD 3120 | BOCA RATON | FL | 33431 | TREASURER | 5.00 | 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 | 3952388 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 142535 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4094923 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4094923 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 61424 | CashDeemedCharitable |
| Net Noncharitable Assets | 4033499 | NetNoncharitableAssets |
| Minimum Investment Return | 201675 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 201675 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1891 | TaxBasedOnInvestmentIncome |
| Total Tax | 1891 | TotalTax |
| Distributable Amount Before Adj | 199784 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 199784 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 199784 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 945821 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 945821 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1891 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 943930 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 199784 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 554027 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 554027 | TotalExcessDistriCarryover |
| Qualifying Distributions | 945821 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 199784 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 746037 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1300064 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1300064 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 554027 | ExcessFromYear1 |
| Excess From Current Year | 746037 | 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 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HUMANE ASSOCIATION | ||||||||
| 1400 16TH ST NW SUITE 360 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $200,000 | |
| LEADERS IN FURTHERING EDUCATION INC | ||||||||
| 6274 LINTON BLVD 103 | DELRAY BEACH | FL | 33484 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $250,000 | |
| AMERICAN DOG RESCUE | ||||||||
| 10062 STONE MOUNTAIN COVE | SANDY | UT | 84092 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 235 SOUTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $25,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 3300 PGA BOULEVARD 510 | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 825 FERN STREET | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $15,000 | |
| THE CEDARS OF MARIN | ||||||||
| PO BOX 947 | ROSS | CA | 94957 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 | |
| BUSCH WILDLIFE SANCTUARY | ||||||||
| 2500 JUPITER PARK DRIVE | JUPITER | FL | 33458 | NONE | PUBLIC CHARITY | WILDLIFE WELFARE | $500 | |
| CENTER FOR GREAT APES | ||||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $1,500 | |
| THE INTERNATIONAL SOCIETY OF PALM BEACH | ||||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33481 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $500 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 220 SUNRISE AVENUE SUITE 204 | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | MEDICAL WELFARE | $15,000 | |
| DANA'S ANGELS RESEARCH TRUST | ||||||||
| 15 EAST PUTNAM AVENUE 117 | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $5,000 | |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $5,000 | |
| ISRAEL CANCER ASSOCIATION USA | ||||||||
| 525 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | MEDICAL | $25,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 4360 NORTHLAKE BLVD | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | MEDICAL | $15,000 | |
| RICHARD DAVID KANN MELANOMA FOUNDATION | ||||||||
| 621 CLEARWATER PARK RD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | MEDICAL | $1,500 | |
| PALM BEACH SYMPHONY | ||||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | ARTS | $25,000 | |
| VITA NOVA INC | ||||||||
| 1800 SOUTH AUSTRALIAN AVENUE SUITE | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $500 | 301 |
| HEART & SOUL | ||||||||
| PO BOX 526142 | SALT LAKE CITY | UT | 84152 | NONE | PUBLIC CHARITY | ARTS | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 650250 | 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) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $152,897 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $84,113 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $237,010 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 237010 | TotalPartXVIA |
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 | ACCOUNTING FEES | Category |
| Amount | $15,551 | Amount |
| Net Investment Income | 7776 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7775 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 256905 | EOYBookValue |
| EOYFMV | 285148 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STOCKS AND ETFS | 2389948 | 2619743 |
| PREFERREDS/FIXED RATE CAP SECURITIES | 859825 | 870110 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 106844 | BookValue |
| EOYFMV | 99320 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $163,265 | Amount |
| Net Investment Income | 24490 | NetInvestmentIncome |
| Disbursements Charitable Prps | 138775 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORRECTION TO OPENING ASSETS | Description |
| Amount | $125 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PERMITS & LICENSES | 141 | 0 | 141 |
| BANK CHARGES | 25 | 25 | 0 |
| INSURANCE | 5894 | 0 | 5894 |
| MISCELLANEOUS EXPENSE | 332 | 0 | 332 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORRECTION TO OPENING ASSETS | Description |
| Amount | $27,000 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS FEES | Category |
| Amount | $101,558 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 101558 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $203 | 203 | 0 |
| TAX ON INVESTMENT INCOME | $4,000 | 0 | 0 |
| PAYROLL TAX | $3,182 | 796 | 2286 |