CAHALIN FAMILY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CAHALIN FAMILY FOUNDATION INC (EIN 20-5163544)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-14
IRS object ID
201332879349100013
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-10-14T15:16:05-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 NE THIRD AVENUE SUITE 300AddressLine1
CityFORT LAUDERDALECity
StateFLState
ZIP Code33301ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205163544EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CAHALIN FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCAHANameControl
Phone9547604916Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11016 S RIO VISTA BLVDAddressLine1
CityFORT LAUDERDALECity
StateFLState
ZIP Code33316ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHELEN JO CAHALINName
TitlePRESIDENTTitle
Phone9547604916Phone
Date Signed2013-09-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKAREN A BOWMANName
PTINP00096288PTIN
Phone9544626351Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY212635FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss250000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses250001TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss55LegalFeesRevAndExpnss
Legal Fees Net Invst Incm28LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps27LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss2400AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1200AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1200AccountingFeesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss778TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps778TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss950OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm475OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps475OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss4183TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1703TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2480TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss34670ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps34670ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss38853TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1703TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps37150TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses211148ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1487SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY212635SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV212635SavingsAndTempCashInvstEOYFMV
Total Assets BOY1487TotalAssetsBOY
Total Assets EOY212635TotalAssetsEOY
Total Assets EOYFMV212635TotalAssetsEOYFMV
Loans From Officers BOY7567LoansFromOfficersBOY
Loans From Officers EOY7567LoansFromOfficersEOY
Total Liabilities BOY7567TotalLiabilitiesBOY
Total Liabilities EOY7567TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-6080RetainedEarningsBOY
Retained Earnings EOY205068RetainedEarningsEOY
Total Net Assets BOY-6080TotalNetAssetsBOY
Total Net Assets EOY205068TotalNetAssetsEOY
Total Liabilities Net Assets BOY1487TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY212635TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY-6080TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses211148ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal205068Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY205068TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1238408QualifyingDistributionsYear1
Noncharitable Assets Year117707NoncharitableAssetsYear1
Distribution Ratio Year113.464054DistributionRatioYear1
Qualifying Distributions Year27834QualifyingDistributionsYear2
Noncharitable Assets Year24428NoncharitableAssetsYear2
Distribution Ratio Year21.769196DistributionRatioYear2
Qualifying Distributions Year360162QualifyingDistributionsYear3
Noncharitable Assets Year340900NoncharitableAssetsYear3
Distribution Ratio Year31.470954DistributionRatioYear3
Qualifying Distributions Year47912QualifyingDistributionsYear4
Noncharitable Assets Year43222NoncharitableAssetsYear4
Distribution Ratio Year42.455618DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year5901NoncharitableAssetsYear5
Distribution Ratio Year50.000000DistributionRatioYear5
Total Distribution Ratio19.159822TotalDistributionRatio
Average Distribution Ratio3.831964AverageDistributionRatio
Net Noncharitable Assets28032NetNoncharitableAssets
Adjusted Noncharitable Assets107418AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One107418AdjNonchrtblAssetsAndOnePct
Qualifying Distributions37150QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameHELEN JO CAHALIN PRESIDENTBooksInCareOfPersonName
Books In Care Of Phone Number9544444121BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11016 S RIO VISTA BLVDAddressLine1
CityFT LAUDERDALECity
StateFLState
ZIP Code33316ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN CAHALIN
1016 S RIO VISTA BOULEVARDFT LAUDERDALEFL33316VICE PRESIDENT, SECRETARY,1.00000
HELEN JO CAHALIN
1016 S RIO VISTA BOULEVARDFT LAUDERDALEFL33316PRESIDENT1.00000
JEFFREY CROSS
1016 S RIO VISTA BOULEVARDFT LAUDERDALEFL33316DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances28459AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets28459TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets28459AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable427CashDeemedCharitable
Net Noncharitable Assets28032NetNoncharitableAssets
Minimum Investment Return1402MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1402MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj1402DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1402DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1402DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions37150ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions37150QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions37150AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1402DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year47706ExcessDistriCarryoverYear4
Excess Distri Carryover Year358117ExcessDistriCarryoverYear3
Excess Distri Carryover Year27613ExcessDistriCarryoverYear2
Excess Distri Carryover Year1237523ExcessDistriCarryoverYear1
Total Excess Distri Carryover310959TotalExcessDistriCarryover
Qualifying Distributions37150QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1402AppliedToCurrentYear
Remaining Distri From Corpus35748RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus346707TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year346707ExcessDistriCyovToNextYear
Excess From Year47706ExcessFromYear4
Excess From Year358117ExcessFromYear3
Excess From Year27613ExcessFromYear2
Excess From Year1237523ExcessFromYear1
Excess From Current Year35748ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJOHN CAHALINContributingManager
Contributing ManagerHELEN JO CAHALINContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameCHRISTINE YATES ESQRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1110 SE 6TH STREET 15TH FLOORAddressLine1
CityFORT LAUDERDALECity
StateFLState
ZIP Code33301ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number9545257500RecipientPhoneNumber
Form And Info And MaterialsN/AFormAndInfoAndMaterials
Submission DeadlinesN/ASubmissionDeadlines
Restrictions On AwardsN/ARestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
JESSICA JUNE CHILDREN'S CANCER FOUNDATION
1600 S ANDREWS AVEFORT LAUDERDALEFL33316NONEPUBLIC CHARITYTO FUND CANCER AWARENESS$200
AMERICAN HEART FOUNDATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPUBLIC CHARITYSUPPORT FOR HEART DISEASE RESEARCH$500
HUMANE SOCIETY OF BROWARD
2070 GRIFFIN ROADFORT LAUDERDALEFL33312NONEPUBLIC CHARITYSUPPORT FOR ANIMAL SHELTER$1,000
OJ MCDUFFIE FOUNDATION
8201 PETERS ROAD SUITE 1000PLANTATIONFL33324NONEPUBLIC CHARITYFUNDS TO SUPPORT CHILDREN'S CHARITABLE ORGANIZATIONS$1,470
HENRYVILLE COMMUNITY CHURCH
106 N FERGUSON STREETHENRYVILLEIN47126NONEPUBLIC CHARITYAID FOR TORNADO VICTIMS$30,000
SOUTH FLORIDA GOLF EVENTS - SAVE GABBY
230 SE 9TH STREETPOMPANO BEACHFL33060NONEPUBLIC CHARITYAID FOR INTERNATIONAL PARENTAL KIDNAPPING$500
FOUNDATION FOR EXCELLENCE
PO BOX 10691TALLAHASSEEFL32302NONEPUBLIC CHARITYFUNDS TO SUPPORT EDUCATION$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year34670TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJOHN HELEN JO CAHALINContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1110 SE 6TH STAddressLine1
CityFORT LAUDERDALECity
StateFLState
ZIP Code33301ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions250000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$2,400Amount
Net Investment Income1200NetInvestmentIncome
Disbursements Charitable Prps1200DisbursementsCharitablePrps

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$55Amount
Net Investment Income28NetInvestmentIncome
Disbursements Charitable Prps27DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
COMPUTER NETWORK EXPENSE500250250
FEES450225225

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