FLORESCUE FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FLORESCUE FAMILY FOUNDATION INC (EIN 65-0375751)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349100924
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T09:30:17-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWN CENTER ROAD SUITE 400 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650375751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORESCUE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 5619183001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CERTUITY 1295 US HIGHWAY 1 300 | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA SCHEER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5619183001 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT F BERGER CPA | PreparerPersonNm |
| PTIN | P00082698 | PTIN |
| Phone | 5613945100 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,460,579 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,037 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,037 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $372,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $372,228 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,258,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,126 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,067 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,067 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $463,703 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $463,458 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $140,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,018 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $339 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,629 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,543 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,364 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,364 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,206 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $432 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,027 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $335,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $207,479 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $865,348 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $865,348 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,200,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $207,479 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $890,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$736,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $255,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $260,862 | CashBOYAmt |
| Cash EOY | $139,798 | CashEOYAmt |
| Cash EOYFMV | $139,798 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,039,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,397 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $772,313 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,718,904 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,744,132 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,870,778 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,692,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,353,339 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,753,591 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,250,559 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,281,742 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,468,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,414,189 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,817,974 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $922,383 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,197 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,197 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,087,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,339,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,460,579 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $53 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $474,570 | CapitalStockBOYAmt |
| Capital Stock EOY | $474,570 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,609,685 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,864,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,084,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,339,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,087,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,339,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,084,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$736,925 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,347,330 | SubtotalAmt |
| Other Decreases | $8,116 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,339,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,169,727 | $1,200,672 | -$30,945 | -$30,945 |
| AB FINANCIAL SERVICES OPPORTUNITIES CAYMAN FUND, L.P. | P | $18,410 | $18,410 | ||
| INVESCO DB COMMODITY INDEX TRACKING FUND | P | $946 | $946 | ||
| CAPITAL GAINS DIVIDENDS | P | $88,715 | $88,715 | $88,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,126 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,558 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,558 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,722 | OverpaymentAmt |
| Applied To ES Tax | $2,722 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORESCUE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5619183001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1295 US HIGHWAY 1 SUITE 300 | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GRETCHEN FLORESCUE | ||||||||
| 6501 CONGRESS AVENUE SUITE 300 | BOCA RATON | FL | 33487 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DANA SCHEER | ||||||||
| 6501 CONGRESS AVENUE SUITE 300 | BOCA RATON | FL | 33487 | DIRECTOR/VP/TREASURER | 3.00 | $50,000 | $0 | $0 |
| RENATE FLORESCUE | ||||||||
| 6501 CONGRESS AVENUE SUITE 300 | BOCA RATON | FL | 33487 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SHARON GUSTAFSON | ||||||||
| 2805 E OAKLAND PARK BLVD 455 | FORT LAUDERDALE | FL | 33306 | DIRECTOR/PRESIDENT | 4.00 | $50,000 | $0 | $0 |
| LOGAN DELANEY JR | ||||||||
| 6501 CONGRESS AVENUE SUITE 300 | BOCA RATON | FL | 33487 | DIRECTOR | 2.00 | $50,000 | $0 | $0 |
| SETH E ELLIS ESQ | ||||||||
| 4755 TECHNOLOGY WAY SUITE 205 | BOCA RATON | FL | 33431 | DIRECTOR/SECRETARY | 2.00 | $50,000 | $0 | $0 |
| CHARLES WEISSMAN | ||||||||
| 6501 CONGRESS AVENUE SUITE 300 | BOCA RATON | FL | 33487 | DIRECTOR | 2.00 | $50,000 | $0 | $0 |
| BRYAN FLORESCUE | ||||||||
| 6501 CONGRESS AVENUE SUITE 300 | BOCA RATON | FL | 33487 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,770,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,994,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $376,570 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,140,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,140,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,928,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $696,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $696,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,558 | TotalTaxAmt |
| Distributable Before Adj | $692,884 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $692,884 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $692,884 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $890,348 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $890,348 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $692,884 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $155,603 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,768 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $162,964 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $241,489 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $700,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $890,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $692,884 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $197,464 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $898,288 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $155,603 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $742,685 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,768 | ExcessFromYear4Amt |
| Excess From Year2 | $162,964 | ExcessFromYear2Amt |
| Excess From Year1 | $241,489 | ExcessFromYear1Amt |
| Excess From Current Year | $197,464 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CO CERTUITY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1295 US HIGHWAY 1 | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5619183001 | RecipientPhoneNum |
| Form And Info And Materials | VARIOUS TYPES OF COMMUNICATIONS RELATING TO QUALIFIED CHARITIES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL REASONABLE APPLICATIONS WILL BE REVIEWED IN CONCERT WITH THE FOUNDATION'S PHILOSOPHY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT HOUSE | |||||||
| 100 N BROADWAY | IRVINGTON | NY | 10533 | N/A | PC | GENERAL OPERATIONS | $9,808 |
| ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | |||||||
| 225 E CHICAGO AVE 282 | CHICAGO | IL | 60611 | N/A | PC | GENERAL OPERATIONS | $4,231 |
| BOCA RATON ROTARY FUND | |||||||
| PO BOX 272641 | BOCA RATON | FL | 33427 | N/A | PC | GENERAL OPERATIONS | $20,000 |
| BREAKTHROUGH T1D | |||||||
| 200 VESEY ST FL 28 | NEW YORK CITY | NY | 10281 | N/A | PC | GENERAL OPERATIONS | $39,231 |
| CHILDREN'S DIABETES FOUNDATION | |||||||
| 3025 S PARKER RD STE 110 | AURORA | CO | 80014 | N/A | PC | GENERAL OPERATIONS | $39,231 |
| COMMUNITY CANCER FUND | |||||||
| 510 W RIVERSIDE AVE STE 500 | SPOKANE | WA | 99201 | N/A | PC | GENERAL OPERATIONS | $55,000 |
| COMMUNITY CLASSROOM PROJECT INC | |||||||
| 101 NW 1ST AVE | DELRAY BEACH | FL | 33444 | N/A | PC | GENERAL OPERATIONS | $1,500 |
| CROCKETT FOUNDATION INC | |||||||
| 5101 NW 21ST AVE SUITE 530 | FORT LAUDERDALE | FL | 33309 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| DENVER PUBLIC SCHOOLS FOUNDATION | |||||||
| 1860 N LINCOLN ST FL 10 | DENVER | CO | 80203 | N/A | PC | GENERAL OPERATIONS | $19,615 |
| DIABETES RESEARCH INSTITUTE FOUNDATION INC | |||||||
| 1450 NW 10TH AVENUE 2ND FLOOR | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATIONS | $8,462 |
| EXPERIENCE CAMPS | |||||||
| 136 MAIN ST STE 206 | WESPORT | CT | 06880 | N/A | PC | GENERAL OPERATIONS | $39,231 |
| FLAUM EYE INSTITUTE | |||||||
| 601 ELMWOOD AVE 603 | ROCHESTER | NY | 14642 | N/A | PC | GENERAL OPERATIONS | $63,077 |
| FLORENCE CRITTENTON SERVICES INC | |||||||
| 2606 NATIONAL RD | WHEELING | WV | 26003 | N/A | PC | GENERAL OPERATIONS | $19,615 |
| GREATER BOCA RATON CHAMBER OF COMMERCE EDUCATION FOUNDATION INC | |||||||
| 1800 N DIXIE HWY | BOCA RATON | FL | 33432 | N/A | PC | GENERAL OPERATIONS | $9,231 |
| HIBISCUS CHILDRENS CENTER INC | |||||||
| 4001 NE SAVANNAH RD | JENSEN BEACH | FL | 34957 | N/A | PC | GENERAL OPERATIONS | $19,615 |
| HOLY CROSS HEALTH INC | |||||||
| 1500 FOREST GLEN RD | SILVER SPRING | MD | 20910 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| INTERNATIONAL SCHOOL OF DENVER INC | |||||||
| 7701 E 1ST PL | DENVER | CO | 80230 | N/A | PC | GENERAL OPERATIONS | $19,615 |
| JEWISH RESOURCE CENTER CHABAD OF VAIL INC | |||||||
| 450 E LIONSHEAD CIR | VAIL | CO | 81657 | N/A | PC | GENERAL OPERATIONS | $19,615 |
| JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION INC | |||||||
| 3329 JOHNSON ST | HOLLYWOOD | FL | 33021 | N/A | PC | GENERAL OPERATIONS | $17,500 |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | N/A | PC | GENERAL OPERATIONS | $88,693 |
| MAINE 4-H FOUNDATION | |||||||
| 15 ESTABROOKE DR ROOM 400 | ORONO | ME | 04469 | N/A | PC | GENERAL OPERATIONS | $4,231 |
| NAOMI BERRIE DIABETES CENTER | |||||||
| 1150 ST NICHOLAS AVENUE | NEW YORK | NY | 10032 | N/A | PC | GENERAL OPERATIONS | $19,615 |
| PALM BEACH STATE COLLEGE FOUNDATION INC | |||||||
| 812 FERN ST | WEST PALM BEACH | FL | 33401 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| PROJECT LIFT | |||||||
| 1330 SW 34TH ST | PALM CITY | FL | 34990 | N/A | PC | GENERAL OPERATIONS | $78,462 |
| ROYAL DAMES OF CANCER RESEARCH INC | |||||||
| 3296 N FEDERAL HWY UNIT 11525 | FORT LAUDERDALE | FL | 33339 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| RUTH & NORMAN RALES JEWISH FAMILY SERVICES | |||||||
| 21300 RUTH AND BARON COLEMAN BLVD | BOCA RATON | FL | 33428 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| SALVADORI CENTER | |||||||
| 475 RIVERSIDE DR STE 1272 | NEW YORK CITY | NY | 10115 | N/A | PC | GENERAL OPERATIONS | $88,270 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| PO BOX 31356 | TAMPA | FL | 33631 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| SOLES4SOULS | |||||||
| 2469 BRANSFORD AVE | NASHVILLE | TN | 37204 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| ST ANDREW'S SCHOOL | |||||||
| 227 S CHERRY ST | RICHMOND | VA | 23220 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| THE FULLER CENTER FOR HOUSING OF NORTHWEST LOUISIANA INC | |||||||
| 4221 LINWOOD AVE | SHREVEPORT | LA | 71108 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| UNION COLLEGE | |||||||
| 3800 S 48TH ST | LINCOLN | NE | 68506 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| VAIL HEALTH FOUNDATION | |||||||
| PO BOX 40000 | VAIL | CO | 81658 | N/A | PC | GENERAL OPERATIONS | $6,500 |
| WORLD VISION INC | |||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $865,348 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,037 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372,473 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9,067 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $463,703 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $463,703 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,629 | Amt |
| Net Investment Income | $6,543 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DEUTSCHE BANK #2608 - FIXED INCOME - CORPORATE | BondNm |
| EOY Book Value | $2,250,559 | EOYBookValueAmt |
| EOYFMV | $2,281,742 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEUTSCHE BANK #2608 - EQUITY - COMMUNICATION SERVICES | $408,964 | $827,535 |
| DEUTSCHE BANK #2608 - EQUITY - CONSUMER DISCRETIONARY | $365,958 | $531,665 |
| DEUTSCHE BANK #2608 - EQUITY - CONSUMER STAPLES | $212,634 | $272,389 |
| DEUTSCHE BANK #2608 - EQUITY - ENERGY | $137,048 | $169,211 |
| DEUTSCHE BANK #2608 - EQUITY - FINANCIALS | $227,265 | $488,925 |
| DEUTSCHE BANK #2608 - EQUITY - HEALTH CARE | $311,614 | $379,591 |
| DEUTSCHE BANK #2608 - EQUITY - INDUSTRIALS | $240,860 | $526,894 |
| DEUTSCHE BANK #2608 - EQUITY - INFORMATION TECHNOLOGY | $919,302 | $1,635,540 |
| DEUTSCHE BANK #2608 - EQUITY - MATERIALS | $40,958 | $43,615 |
| DEUTSCHE BANK #2608 - EQUITY - UTILITIES | $92,035 | $109,029 |
| DEUTSCHE BANK #2608 - EQUITY - INVESTMENT FUNDS | $2,735,585 | $3,368,945 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,367,555 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,392,053 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $351,349 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $352,079 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB FINANCIAL SERVICES OPP CAYMAN FUND | AT COST | $313,565 | $399,900 |
| DEUTSCHE BANK #2608 - FIXED INCOME - INVESTMENT FUNDS | AT COST | $126,365 | $125,937 |
| DEUTSCHE BANK #2608 - FIXED INCOME - INT'L INV FUNDS | AT COST | $241,827 | $267,947 |
| DEUTSCHE BANK #4975 - ALTERNATIVE INVESTMENTS | AT COST | $340,050 | $438,748 |
| DEUTSCHE BANK #2608 - INVESCO EXCH TRADED FD TR | AT COST | $119,662 | $122,935 |
| DEUTSCHE BANK #2608 - ALTERNATIVE INVESTMENTS | AT COST | $272,720 | $462,507 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,018 | LegalFeesAmt |
| Net Investment Income | $339 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $9,450 | $2,472 | $2,472 |
| BARRY FLORESCUE 2004 IRREVOCABLE TRUST LOAN RECEIVABLE | $907,270 | $0 | $0 |
| CAPITAL GAINS RECEIVABLE | $5,663 | $7,725 | $7,725 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN NET ASSETS AND INVESTMENT ADJUSTMENTS | Desc |
| Amt | $8,116 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESCO DB COMMODITY INDEX TRACKING FUND INVESTMENT EXPENSES | $1,027 | $1,027 | $0 |
| BANK FEES | $474 | $0 | $0 |
| INSURANCE EXPENSE | $2,111 | $0 | $0 |
| MANAGEMENT FEES | $93 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AB FINANCIAL SERVICES OPPORTUNITIES CAYMAN FUND, L.P. | $5,055 | $5,055 | $5,055 |
| CLASS ACTION PROCEEDS | $45 | $45 | $45 |
| INVESCO DB COMMODITY INDEX TRACKING FUND OTHER INCOME | $3,967 | $3,967 | $3,967 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $55,364 | Amt |
| Net Investment Income | $55,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAYMENTS | $4,206 | $4,206 | $0 |
| FEDERAL ESTIMATED TAX PAYMENTS | $926 | $0 | $0 |