VNTC COTTEE ALVIN SHERMAN FAM FOUNDATION 011635: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
VNTC COTTEE ALVIN SHERMAN FAM FOUNDATION 011635 (EIN 65-0419459)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-07
IRS object ID
201333119349100103
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)
Timestamp2013-11-07T07:54:58-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN650881956EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HACKER & ROMANOBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13300 N 29TH AVE STE 102AddressLine1
CityHOLLYWOODCity
StateFLState
ZIP Code33020ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN650419459EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ALVIN SHERMAN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlALVINameControl
Phone3059331188Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 ISLAND BLVD NO 1605AddressLine1
CityAVENTURACity
StateFLState
ZIP Code33160ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAYNE SHERMANName
TitleTRUSTEETitle
Phone3059331188Phone
Date Signed2013-11-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGARY HACKERName
PTINP00184500PTIN
Phone9549222207Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1145680FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss98786ContriReceivedRevAndExpnss
Dividends Rev And Expnss57943DividendsRevAndExpnss
Dividends Net Invst Incm57943DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-27461NetGainSaleAssetsRevAndExpnss
Gross Sales Price79458GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses129268TotalRevenueAndExpenses
Total Net Investment Income57943TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1280AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1280AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss1907TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss478OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm478OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss3665TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1758TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss41025ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps41025ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss44690TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1758TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps41025TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses84578ExcessOfRevenueOverExpenses
Net Investment Income56185NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY4235SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY46250SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV46251SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY946944InvestmentsCorpStockBOY
Investments Corp Stock EOY989507InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1099429InvestmentsCorpStockEOYFMV
Total Assets BOY951179TotalAssetsBOY
Total Assets EOY1035757TotalAssetsEOY
Total Assets EOYFMV1145680TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY951179UnrestrictedBOY
Unrestricted EOY1035757UnrestrictedEOY
Total Net Assets BOY951179TotalNetAssetsBOY
Total Net Assets EOY1035757TotalNetAssetsEOY
Total Liabilities Net Assets BOY951179TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1035757TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY951179TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses84578ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1035757Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1035757TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
500 ALLIANCE RESOURCE PARTNERSP1999-09-272012-04-253096330061902902
3013.46 GEN MARITIME CPP2012-05-2416535-16535-16535
10 INTUITIVE SURGICALP2009-12-112012-11-165330292324072407
35000 LADENBURG THALMANNP2011-10-262012-11-294316457400-14236-14236
PER K 1 ALLIANCE RESOURCE PTNERS 1231 GAINP111
FieldValueIRS element (for citing)
Capital Gain Net Income-27461CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year127125QualifyingDistributionsYear1
Noncharitable Assets Year1838176NoncharitableAssetsYear1
Distribution Ratio Year10.032362DistributionRatioYear1
Qualifying Distributions Year216100QualifyingDistributionsYear2
Noncharitable Assets Year2551482NoncharitableAssetsYear2
Distribution Ratio Year20.029194DistributionRatioYear2
Qualifying Distributions Year323510QualifyingDistributionsYear3
Noncharitable Assets Year3348780NoncharitableAssetsYear3
Distribution Ratio Year30.067406DistributionRatioYear3
Qualifying Distributions Year413200QualifyingDistributionsYear4
Noncharitable Assets Year4454742NoncharitableAssetsYear4
Distribution Ratio Year40.029027DistributionRatioYear4
Qualifying Distributions Year510726QualifyingDistributionsYear5
Noncharitable Assets Year5266165NoncharitableAssetsYear5
Distribution Ratio Year50.040298DistributionRatioYear5
Total Distribution Ratio0.198287TotalDistributionRatio
Average Distribution Ratio0.039657AverageDistributionRatio
Net Noncharitable Assets1066040NetNoncharitableAssets
Adjusted Noncharitable Assets42276AdjustedNoncharitableAssets
One Percent Net Investment Income562OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One42838AdjNonchrtblAssetsAndOnePct
Qualifying Distributions41025QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1124InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1124Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1124TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment960EstTaxPaymentsAndOverpayment
Total Credits And Payments960TotalCreditsAndPayments
Penalty For Underpayment8PenaltyForUnderpayment
Tax Due172TaxDue

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 Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameGARY HACKER CPABooksInCareOfPersonName
Books In Care Of Phone Number9549222207BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13300 N 29 AVE STE 102AddressLine1
CityHOLLYWOODCity
StateFLState
ZIP Code33020ZIPCode
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

FieldValueIRS element (for citing)
Person NameJAYNE SHERMANPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1753 SPRINGS FIREPLACE ROADAddressLine1
CityEAST HAMPTONCity
StateNYState
ZIP Code11937ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position0.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1LOCATE QUALIFIED TAX EXEMPT ORGANIZATIONS. DONATE TO THEM TO FUTHER THEIR TAX EXEMPT PURPOSE.Description1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1057314AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances24960AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1082274TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1082274AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable16234CashDeemedCharitable
Net Noncharitable Assets1066040NetNoncharitableAssets
Minimum Investment Return53302MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return53302MinimumInvestmentReturn
Tax Based On Investment Income1124TaxBasedOnInvestmentIncome
Total Tax1124TotalTax
Distributable Amount Before Adj52178DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded52178DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted52178DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions41025ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions41025QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions41025AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted52178DistributableAmountAsAdjusted
Undistributed Income Prior Year40972UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions41025QualifyingDistributions
Applied To Year140972AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year53AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY52125UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
WEIZMANN INSTITUTE
200 S PARK RD 405HOLLYWOODFL33021NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$2,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20026NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$500
CATO INSTITUE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20077NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$250
CLEVELAND CLINIC
9500 EUCLID AVECLEVELANDOH44193NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$1,500
FISP
1253 MANOR DR SOUTHWESTONFL33326NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$250
FLORIDA SHERIFF'S ASSOC
P O BOX 12519TALLAHASSEEFL32317NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$500
IN THE LIFE MEDIA INC
184 FIFTH AVE 4TH FLOORNEW YORKNY10010NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$5,000
JUDICIAL WATCH INC
425 3RD ST SW 800WASHINGTONDC20024NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$2,500
NOVA SOUTHEASTERN UNIVERSITY
3301 COLLEGE AVEFT LAUDERDALEFL33314NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$6,375
PACIFIC LEGAL FOUNDATION
3900 LENNANE DRSACRAMENTOCA95834NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$5,000
THE SALVATION ARMY
PO BOX 330607MIAMIFL33233NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$500
UNITED WAY OF BROWARD COUNTY
1300 SOUTH ANDREWS AVEFT LAUDERDALEFL33316NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$7,500
WOUNDED WARRIOR PROJECT
PO BOX 758517TOPEKAKS666758517NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$5,000
HERITAGE FOUNDATIOM
214 MASSACHUSETTS AVE NEWASHINGTONDC20002NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$2,000
BOYS TOWN
100 FLANAGAN BLDBOYS TOWNNE680109989NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$200
MIGHTY 8TH AIR FORCE MUSEUM
PO BOX 1992SAVANNAHGA31402NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$250
REAGAN RANCH
PO BOX 2518SANTA BARBARACA931202518NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$100
ISRAEL TENNIS CENTER FOUNDATION
3275 W HILLSBORO BLVD 102DEERFIELD BEACHFL33442NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$250
MERCATUS CENTER GEORGE MASON UNIVERSITY FOUNDATION
3301 N FAIRFAX DRARLINGTONVA222014433NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$500
TEMPLE BETH EL
1351 S 14TH AVEHOLLYWOODFL33020NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$250
DAVID HOROWITZ FREEDOM CENTER
PO BOX 130707HOUSTONTX772190707NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$250
CITZENS UNITED
PO BOX 97307WASHINGTONDC200907307NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$250
GEORGE W BUSH PRESIDENTIAL CENTER
PO BOX 560887DALLASTX753569733NONEOTHER PUBLIC CHARITYTO FUTHER THE ORGANIZATION CHARITABLE PURPOSE$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year41025TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income57943RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-27461RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income30482RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA30482TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
4GENERATE INCOME TO BE USED FOR CHARITABLE PURPOSES
8GENERATE INCOME TO BE USED FOR CHARITABLE PURPOSES

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 IndividualALVIN SHERMANContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line13000 ISLAND BLVD 1605AddressLine1
CityAVENTURACity
StateFLState
ZIP Code33160ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions98786AggregateContributions
Person Contribution TypeXPersonContributionType
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description2005 SHARES EFTNoncashPropertyDescription
Fair Market Value98786FairMarketValue
Date Received2012-12-26DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryRETURN PREPARATIONCategory
Amount$1,280Amount
Net Investment Income1280NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockEQUITIESNameOfStock
EOY Book Value989507EOYBookValue
EOYFMV1099429EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionINVESTMENT EXPENSESDescription
Revenue And Expenses Per Books478RevenueAndExpensesPerBooks
Net Investment Income478NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameALVIN SHERMANPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 ISLAND BLVD 1605AddressLine1
CityAVENTURACity
StateFLState
ZIP Code33160ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL INCOME TAX FYE 12/31/11$94700
FEDERAL INCOME TAX FYE 12/31/12$96000

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