H I FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- H I FOUNDATION INC (EIN 65-0848161)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-06
- IRS object ID
- 201202199349100400
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-06T08:21:09-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE THIRD AVENUE SUITE 300 | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650848161 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HI FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIFO | NameControl |
| Phone | 9545667559 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 EAST OAKLAND PARK BOULEVARD | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33306 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD INGHAM | Name |
| Title | DIRECTOR | Title |
| Phone | 9545667559 | Phone |
| Date Signed | 2012-07-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN A BOWMAN | Name |
| PTIN | P00096288 | PTIN |
| Phone | 9544626351 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5170994 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 132120 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1844 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1844 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 67438 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 67438 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 75700 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1698706 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 75700 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 11 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 11 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 277113 | TotalRevenueAndExpenses |
| Total Net Investment Income | 144993 | 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 |
| Accounting Fees Rev And Expnss | 3025 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1512 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1513 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 19255 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 19255 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4320 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3080 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 579 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 531 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 48 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 27179 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24378 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1561 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 248000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 248000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 275179 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24378 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 249561 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1934 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 120615 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 2913 | CashEOY |
| Cash EOYFMV | 2913 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 413478 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 876586 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 876586 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4642554 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4397819 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4291495 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 220000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 5276032 | TotalAssetsBOY |
| Total Assets EOY | 5277318 | TotalAssetsEOY |
| Total Assets EOYFMV | 5170994 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 648 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 648 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 5275384 | RetainedEarningsBOY |
| Retained Earnings EOY | 5277318 | RetainedEarningsEOY |
| Total Net Assets BOY | 5275384 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5277318 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5276032 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5277318 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5275384 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1934 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5277318 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5277318 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| JP MORGAN - SEE ATTACHED STATEMENT B | P | 314493 | 325186 | -10693 | -10693 |
| JP MORGAN - SEE ATTACHED STATEMENT B | P | 1320302 | 1297820 | 22482 | 22482 |
| CAPITAL GAINS DIVIDENDS | P | 63911 | 63911 | 63911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 75700 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 243658 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5054629 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048205 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 283856 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4292263 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.066132 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 300184 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5576667 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053829 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 247983 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6527088 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.037993 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 161374 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5448704 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.029617 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.235776 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047155 | AverageDistributionRatio |
| Net Noncharitable Assets | 5538282 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 261158 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1206 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 262364 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 249561 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2412 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2412 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2412 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1240 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 4500 | TaxPaidWithExtension |
| Total Credits And Payments | 5740 | TotalCreditsAndPayments |
| Overpayment | 3328 | Overpayment |
| Amount Credited To Next Year | 940 | AmountCreditedToNextYear |
| Amount To Be Refunded | 2388 | 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 | 1 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H I FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9545667559 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 E OAKLAND PARK BLVD | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33306 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD S INGHAM | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| RICHARD S INGHAM JR | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| FREDERICK H INGHAM | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| TIMOTHY C INGHAM | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ANNELLE I CARNEY | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| HILARY I HICKMAN | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SHARON I HORAL | ||||||||
| 2848 E OAKLAND PARK BLVD | FORT LAUDERDALE | FL | 33306 | DIRECTOR | 1.00 | 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 | 5177724 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 444897 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5622621 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5622621 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 84339 | CashDeemedCharitable |
| Net Noncharitable Assets | 5538282 | NetNoncharitableAssets |
| Minimum Investment Return | 276914 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 276914 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2412 | TaxBasedOnInvestmentIncome |
| Total Tax | 2412 | TotalTax |
| Distributable Amount Before Adj | 274502 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 274502 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 274502 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 249561 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 249561 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 249561 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 274502 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 201219 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 249561 | QualifyingDistributions |
| Applied To Year1 | 201219 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 48342 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 226160 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MS LUCIE SMITH | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 E OAKLAND PARK BLVD | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9545667559 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER OF REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 13600 | TAMPA | FL | 33681 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 6444 NW FIFTH WAY | FORT LAUDERDALE | FL | 33309 | NONE | 501(C)(3) | CHARITABLE DONATION | $500 |
| AMERICAN RED CROSS BROWARD COUNTY | |||||||
| 6710 W SUNRISE BOULEVARD | PLANTATION | FL | 33313 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| AMERICAN RED CROSS | |||||||
| 825 FERN STREET | WEST PALM BCH | FL | 33401 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,500 |
| AUTISM RESEARCH INSTITUTE | |||||||
| 4182 ADAMS AVENUE | SAN DIEGO | CA | 92116 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,500 |
| BLANK PARK ZOO FOUNDATION | |||||||
| 7401 SW 9TH STREET | DES MOINES | IA | 50315 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| BOCA HELPING HANDS | |||||||
| 138 NW 16TH STREET | BOCA RATON | FL | 33432 | NONE | 501(C)(3) | CHARITABLE DONATION | $500 |
| BONNET HOUSE | |||||||
| 900 N BIRCH ROAD | FORT LAUDERDALE | FL | 33304 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| BOYS AND GIRLS CLUB OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PKWY STE 204 | WEST PALM BCH | FL | 33407 | NONE | 501(C) (3) | CHARITABLE DONATION | $500 |
| BOYS AND GIRLS CLUBS OF BROWARD COUNTY | |||||||
| 877 NW 61ST STREET | FORT LAUDERDALE | FL | 33309 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| BROWARD COUNTY LIBRARY FOUNDATION | |||||||
| 100 S ANDREWS AVENUE FLOOR 8 | FORT LAUDERDALE | FL | 33301 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW FIFTH AVENUE | FORT LAUDERDALE | FL | 333127112 | NONE | 501(C)(3) | CHARITABLE DONATION | $2,500 |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 401 NE 4TH STREET | FORT LAUDERDALE | FL | 33301 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| COVENANT HOUSE | |||||||
| PO BOX 39282 | FORT LAUDERDALE | FL | 333390282 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| EAGLE RANCH | |||||||
| P O BOX 7200 | CHESTNUT MOUNTAIN | GA | 30502 | NONE | 501(C)(3) | CHARITABLE DONATION | $2,500 |
| FAU CENTER FOR ECONOMIC EDUCATION | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | 501(C) (3) | CHARITABLE DONATION | $5,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 426 CLAREMORE DRIVE | WEST PALM BEACH | FL | 33401 | NONE | 501(C) (3) | CHARITABLE DONATION | $5,500 |
| FUNDING ARTS BROWARD | |||||||
| 401 EAST LAS OLAS BLVD STE 2200 | FORT LAUDERDALE | FL | 33301 | NONE | 501(C) (3) | CHARITABLE DONATION | $10,000 |
| GILDA'S CLUB SOUTH FLORIDA | |||||||
| 119 ROSE DRIVE | FORT LAUDERDALE | FL | 33316 | NONE | 501(C)(3) | CHARITABLE DONATION | $2,000 |
| GOLD COAST JAZZ SOCIETY | |||||||
| 1350 E SUNRISE BLVD | FORT LAUDERDALE | FL | 33304 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,500 |
| HENDERSON MENTAL HEALTH CENTER | |||||||
| 4740 NORTH STATE ROAD 7 STE 201 | FORT LAUDERDALE | FL | 33319 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| HOLY CROSS HOSPITAL | |||||||
| 4725 N FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| HOPE SOUTH FLORIDA | |||||||
| PO BOX 14156 | FORT LAUDERDALE | FL | 33302 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| JOE DIMAGGIO CHILDREN'S HOSPITAL | |||||||
| 3501 JOHNSON STREET | HOLLYWOOD | FL | 33021 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| KIDS IN DISTRESS | |||||||
| 819 NE 26TH STREET | WILTON MANOR | FL | 33305 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| MAKE A WISH FOUNDATION | |||||||
| 2901 STIRLING RD STE 208 | FORT LAUDERDALE | FL | 33312 | NONE | 501(C)(3) | CHARITABLE DONATION | $500 |
| MEALS ON WHEELS OF BREVARD INC | |||||||
| PO BOX 485 | BREVARD | NC | 28712 | NONE | 501(C)(3) | CHARITABLE DONATION | $500 |
| MOFFITT CANCER CENTER FOUNDATION | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| MUSEUM OF DISCOVERY AND SCIENCE | |||||||
| 401 SW 2ND STREET | FORT LAUDERDALE | FL | 33312 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| SALVATION ARMY | |||||||
| 1445 W BROWARD BOULEVARD | FORT LAUDERDALE | FL | 33312 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,500 |
| SHERIDAN HOUSE FAMILY MINISTRIES | |||||||
| 1700 S FLAMINGO ROAD | DAVIE | FL | 33325 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| SOS CHILDREN'S VILLAGE OF FLORIDA | |||||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 330739903 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| SOUTH FLORIDA MUSEUM | |||||||
| 201 10TH STREET WEST | BRADENTON | FL | 34205 | NONE | 501(C)(3) | CHARITABLE DONATION | $500 |
| SPANISH RIVER COMMUNITY HIGH SCHOOL | |||||||
| 5100 JOG ROAD | BOCA RATON | FL | 33496 | NONE | 501(C)(3) | CHARITABLE DONATION | $3,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,500 |
| STETSON UNIVERSITY | |||||||
| 421 NORTH WOODLAND BLVD UNIT 8279 | DELAND | FL | 32723 | NONE | 501(C)(3) | CHARITABLE DONATION | $2,500 |
| THE SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 13555 SW 101ST LANE | MIAMI | FL | 33186 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| TRANSYLVANIA COMMUNITY HOSPITAL FOUNDATION | |||||||
| PO BOX 2440 | BREVARD | NC | 28712 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 |
| UNITED WAY OF BROWARD | |||||||
| 1300 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| UNITED WAY OF TRANSYLVANIA COUNTY | |||||||
| PO BOX 53 | BREVARD | NC | 28712 | NONE | 501(C) (3) | CHARITABLE DONATION | $1,000 |
| USO WORLD HEADQUARTERS | |||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,500 |
| WEDGEWOOD CHRISTIAN YOUTH & FAMILY SVCS | |||||||
| 3300 36TH ST SE | GRAND RAPIDS | MI | 495180007 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| WOMEN IN DISTRESS | |||||||
| PO BOX 676 | FORT LAUDERDALE | FL | 33302 | NONE | 501(C)(3) | CHARITABLE DONATION | $10,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 980636462 | NONE | 501(C)(3) | CHARITABLE DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 248000 | 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) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,844 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $67,438 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $75,700 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $144,993 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 144993 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RICHARD S INGHAM | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 EAST OAKLAND PARK BOULEVARD | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 132120 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 5,000 SHARES WILLIS GROUP HOLDINGS, LTD. | NoncashPropertyDescription |
| Fair Market Value | 132120 | FairMarketValue |
| Date Received | 2011-12-02 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,025 | Amount |
| Net Investment Income | 1512 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1513 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | STRUCTURED INVESTMENTS (STATEMENT A, PAGES 9-10) | NameOfBond |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| US LARGE CAP EQUITIES (STATEMENT A, PAGES 1-6) | 2648553 | 2845574 |
| US MID/SMALL CAP EQUITIES (STATEMENT A, PAGE 6) | 548608 | 541547 |
| NON US EQUITIES (STATEMENT A, PAGES 7-8) | 1200658 | 904374 |
| PRIOR PERIOD BASIS ADJUSTMENT TO INVESTMENTS | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FILING FEE | 61 | 30 | 31 |
| MISCELLANEOUS EXPENSE | 485 | 485 | 0 |
| POSTAGE | 33 | 16 | 17 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEC V. BANK OF AMERICA CORP. FAIR FUND | Description |
| Revenue And Expenses Per Books | 11 | RevenueAndExpensesPerBooks |
| Net Investment Income | 11 | NetInvestmentIncome |
| Adjusted Net Income | 11 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX PAYABLE | Description |
| BOY Book Value | 648 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $19,255 | Amount |
| Net Investment Income | 19255 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | RICHARD INGHAM | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2848 EAST OAKLAND PARK BOULEVARD | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33306 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX CY | $1,240 | 0 | 0 |
| FOREIGN TAX WITHHELD | $3,080 | 3080 | 0 |
Comments