GUERRA FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GUERRA FAMILY FOUNDATION INC (EIN 20-1944941)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-04
- IRS object ID
- 201121269349101312
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-04T09:56:39-00:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201944941 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Guerra Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GUER | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9475 Journeys End Rd | AddressLine1 |
| City | Coral Gables | City |
| State | FL | State |
| ZIP Code | 33156 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Armando J Guerra | Name |
| Title | President | Title |
| Date Signed | 2011-05-04 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2011-05-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 186343 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 242 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 242 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 242 | TotalRevenueAndExpenses |
| Total Net Investment Income | 242 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 292 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 6104 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 6104 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6396 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6104 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 33500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 33500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 39896 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 39604 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -39654 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 242 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 225997 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 186343 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 186343 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 225997 | TotalAssetsBOY |
| Total Assets EOY | 186343 | TotalAssetsEOY |
| Total Assets EOYFMV | 186343 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 225997 | RetainedEarningsBOY |
| Retained Earnings EOY | 186343 | RetainedEarningsEOY |
| Total Net Assets BOY | 225997 | TotalNetAssetsBOY |
| Total Net Assets EOY | 186343 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 225997 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 186343 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 225997 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -39654 | ExcessOfRevenueOverExpenses |
| Subtotal | 186343 | Subtotal |
| Total Net Assets Fund Balances EOY | 186343 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 32427 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 205544 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.157762 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 66526 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 461972 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.144004 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 139047 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 868527 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.160095 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 176293 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1126693 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.156469 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 30982 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1026151 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.030192 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.648522 | TotalDistributionRatio |
| Average Distribution Ratio | 000.129704 | AverageDistributionRatio |
| Net Noncharitable Assets | 197860 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 25663 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 25665 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 39604 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2 | InvestmentIncomeExciseTax |
| Subtotal | 2 | Subtotal |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Tax Due | 2 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | true | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Armando J Guerra | ||||||
| 9475 Journeys End Rd | Coral Gables | FL | 33156 | President / Director / Secretary | 001.00 | 0 |
| Maria C Guerra | ||||||
| 9475 Journeys End Rd | Coral Gables | FL | 33156 | Vice President / Director | 001.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 200873 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 200873 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 200873 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3013 | CashDeemedCharitable |
| Net Noncharitable Assets | 197860 | NetNoncharitableAssets |
| Minimum Investment Return | 9893 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9893 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2 | TaxBasedOnInvestmentIncome |
| Total Tax | 2 | TotalTax |
| Distributable Amount Before Adj | 9891 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 9891 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 9891 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 39604 | ExpensesAndContributions |
| Qualifying Distributions | 39604 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 39602 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9891 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 101131 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 98655 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 44067 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23638 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 267491 | TotalExcessDistriCarryover |
| Qualifying Distributions | 39604 | QualifyingDistributions |
| Applied To Current Year | 9891 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 29713 | RemainingDistriFromCorpus |
| Total Corpus | 297204 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 297204 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 101131 | ExcessFromYear4 |
| Excess From Year3 | 98655 | ExcessFromYear3 |
| Excess From Year2 | 44067 | ExcessFromYear2 |
| Excess From Year1 | 23638 | ExcessFromYear1 |
| Excess From Current Year | 29713 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Armando J Guerra | ContributingManager |
| Contributing Manager | Maria C Guerra | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 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 | |||||||
| RT 422 AND SIPE AV | HERSHEY | PA | 17033 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| ARCHANGEL RAPHAEL FOUNDATION INC | |||||||
| 1528 PALERMO AVE | CORAL GABLES | FL | 33134 | N/A | 509(a)(1) | General Unrestricted | $500 |
| BAPTIST HEALTH SOUTH FLORIDA FDN | |||||||
| 8900 N KENDALL DR | MIAMI | FL | 33176 | N/A | 509(a)(1) | General Unrestricted | $6,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FD | |||||||
| MODESTO A MAIDIQUE CAMPUS - MARC 5 | MIAMI | FL | 33199 | N/A | 509(a)(1) | General Unrestricted | $11,000 |
| GESU CATHOLIC CHURCH | |||||||
| 118 NE 2ND ST | MIAMI | FL | 33132 | N/A | 509(a)(1) | General Unrestricted | $500 |
| JUVENILE DIABETES RESEARCH FDN INT | |||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| LEUKEMIA LYMPHOMA SOCIETY INC | |||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | N/A | 509(a)(1) | General Unrestricted | $500 |
| MARCH OF DIMES FOUNDATION | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| MIAMI DADE COLLEGE FOUNDATION INC | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | 509(a)(1) | New World School of the Arts Division | $5,000 |
| OUR ELDER BROTHERS AND SISTERS FDN | |||||||
| 1177 KANE CONCOURSE STE 112 | BAY HARBOR ISLANDS | FL | 33154 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| UNIVERSITY OF FLORIDA FOUNDATION IN | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | 509(a)(1) | College of Pharmacy | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 33500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $242 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $242 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 242 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
General Explanation Attachment GeneralExplanationAttachment
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Fees | Description |
| Revenue And Expenses Per Books | 6104 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 6104 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax for 2009 | Category |
| Amount | $292 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |