BECHILY HODES FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BECHILY HODES FAMILY FOUNDATION (EIN 36-3296044)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-27
- IRS object ID
- 202601479349100700
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-27T05:54:01-05:00 | 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 & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 MARY STREET SUITE 501 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | 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 | 363296044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BECHILY-HODES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HODE | BusinessNameControlTxt |
| Phone | 3126025030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 N MERIDIAN AVE 702 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT HODES | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3129619276 | PhoneNum |
| Signature | 2026-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI SUAREZ CPA | PreparerPersonNm |
| PTIN | P01219886 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2026-05-18 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,328,872 | 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 | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,746 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $452,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,746 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,997 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,697 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,577 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $418 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $286,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $286,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $336,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$231,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $121,971 | CashBOYAmt |
| Cash EOY | $104,857 | CashEOYAmt |
| Cash EOYFMV | $104,857 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,271 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,271 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $677,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $538,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $694,366 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $575,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $507,433 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $513,378 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,397,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,166,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,328,872 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,397,788 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,166,646 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,397,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,166,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,397,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,166,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,397,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$231,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,166,646 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,166,646 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | P | $220,139 | $212,226 | $7,913 | $7,913 |
| PUBLICLY TRADED SECURITIES - LONG TERM | P | $222,324 | $180,742 | $41,582 | $41,582 |
| CAPITAL GAINS DIVIDENDS | P | $10,251 | $10,251 | $10,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,746 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,156 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,156 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,680 | 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 | $6,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,524 | OverpaymentAmt |
| Applied To ES Tax | $5,524 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126025030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 N MERIDIAN AVE 702 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARIA BECHILY-HODES | ||||||||
| 211 AQUA TERRACE | MIAMI BEACH | FL | 33141 | PRESIDENT | 25.00 | $0 | $0 | $0 |
| SCOTT HODES | ||||||||
| 211 AQUA TERRACE | MIAMI BEACH | FL | 33141 | SEC/TREASURER | 10.00 | $0 | $0 | $0 |
| VALERY H LODATO | ||||||||
| 5100 STEINWAY DRIVE | JAMESVILLE | NY | 13078 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ANTHONY S HODES | ||||||||
| 211 AQUA TERRACE | MIAMI BEACH | FL | 33141 | DIRECTOR | 2.00 | $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 | $1,426,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,483,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,483,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,461,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,156 | TotalTaxAmt |
| Distributable Before Adj | $71,905 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,905 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,905 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $123,937 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,542 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,150 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $365,896 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $704,970 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $228,170 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $933,140 | 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 | $123,937 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $809,203 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,542 | ExcessFromYear4Amt |
| Excess From Year3 | $62,445 | ExcessFromYear3Amt |
| Excess From Year2 | $66,150 | ExcessFromYear2Amt |
| Excess From Year1 | $365,896 | ExcessFromYear1Amt |
| Excess From Current Year | $228,170 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT HODES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTES MIAMI INC | ||||||||
| 9140 SW 69TH AVENUE | PINECREST | FL | 33156 | N/A | PC | GENERAL OPERATIONS | $8,000 | |
| BAKEHOUSE ART COMPLEX | ||||||||
| 561 NW 32ND STREET | MIAMI | FL | 33127 | N/A | PC | GENERAL OPERATIONS | $4,000 | |
| BOYS AND GIRLS CLUB OF CHICAGO | ||||||||
| 2102 WEST MONROE STREET | CHICAGO | IL | 60612 | N/A | PC | GENERAL OPERATIONS | $1,000 | |
| DC WITNESS | ||||||||
| 1414 44TH STREET NW | WASHINGTON | DC | 20007 | N/A | PC | GENERAL OPERATIONS | $2,500 | |
| FEEDING SOUTH FLORIDA | ||||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | GENERAL OPERATIONS | $1,000 | |
| FLORIDA GRAND OPERA | ||||||||
| 8390 NW 25TH STREET | MIAMI | FL | 33122 | N/A | PC | GENERAL OPERATIONS | $11,000 | |
| FRIENDS OF CARITAS CUBANA | ||||||||
| 81 WASHINGTON AVENUE | CAMBRIDGE | MA | 02140 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| GAMMA PHI BETA FOUNDATION | ||||||||
| 9155 EAST NICHOLS AVENUE SUITE 330 | CAMBRIDGE | CO | 80112 | N/A | PC | GENERAL OPERATIONS | $2,500 | |
| HUMANE SOCIETY OF GREATER MIAMI | ||||||||
| 16101 WEST DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 33160 | N/A | PC | GENERAL OPERATIONS | $650 | |
| LOCUST PROJECTS | ||||||||
| 297 NE 67TH ST | MIAMI | FL | 33138 | N/A | PC | GENERAL OPERATIONS | $40,000 | |
| MIAMI CITY BALLET | ||||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | N/A | PC | GENERAL OPERATIONS | $3,000 | |
| NEW WORLD SYMPHONY | ||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | N/A | PC | GENERAL OPERATIONS | $3,000 | |
| PEREZ ART MUSEUM MIAMI | ||||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | GENERAL OPERATIONS | $153,675 | |
| PHOENIX CHILDREN'S FOUNDATION | ||||||||
| 2929 EAST CAMELBACK ROAD SUITE 122 | PHOENIX | AZ | 85016 | N/A | PC | GENERAL OPERATIONS | $4,000 | |
| POLICE ATHLETIC LEAGUE OF NORTH MIAMI INC | ||||||||
| 1590 NE 123RD STREET | NORTH MIAMI | FL | 33161 | N/A | PC | GENERAL OPERATIONS | $2,500 | |
| SAFE SCHOOLS SOUTH FLORIDA | ||||||||
| 1350 EAST SUNRISE BOULEVARD SUITE | FORT LAUDERDALE | FL | 33304 | N/A | PC | GENERAL OPERATIONS | $2,500 | 115 |
| SISTERS OF PROVIDENCE | ||||||||
| 1 SISTERS OF PROVIDENCE | SAINT MARYOFTHEWOOD | IN | 47876 | N/A | PC | GENERAL OPERATIONS | $250 | |
| SOUTH FLORIDA ART CENTER INC | ||||||||
| 924 LINCOLN ROAD SUITE 205 | MIAMI BEACH | FL | 331392602 | N/A | PC | GENERAL OPERATIONS | $11,500 | |
| THE ELEPHANT SANCTUARY | ||||||||
| 27 EAST MAIN STREET | HOHENWALD | TN | 38462 | N/A | PC | GENERAL OPERATIONS | $700 | |
| THE MUSEUM OF CONTEMPORARY ART NORTH MIAMI | ||||||||
| 770 NE 125TH STREET | NORTH MIAMI | FL | 33161 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| PO BOX 248073 | CORAL GABLES | FL | 331241530 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| WOMEN PHOTOGRAPHERS INTERNATIONAL ARCHIVE | ||||||||
| 1100 BRICKELL BAY DRIVE SUITE | MIAMI | FL | 33231 | N/A | PC | GENERAL OPERATIONS | $15,000 | 310331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $286,775 | 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 | $33 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,746 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,101 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,101 | 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 | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $258,750 | $353,485 |
| SIX CIRCLES US UNCONSTR EQ | $131,315 | $158,460 |
| JPMORGAN BETABUILDERS CANADA | $12,530 | $18,135 |
| SIX CIRCLES INTL UNCON EQ | $78,118 | $98,700 |
| JPMORGAN BETABUILDERS JAPAN ETF | $24,414 | $29,132 |
| JPMORGAN BETABUILDERS DEVELO | $15,429 | $18,129 |
| JP MORGAN BETABUILDERS JAPAN ETF | $17,529 | $18,325 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES US TREASURY BOND ETF | AT COST | $30,680 | $30,623 |
| PIMCO INCOME FUND-INS | AT COST | $11,704 | $12,250 |
| VANGUARD TOTAL BOND MARKET | AT COST | $59,576 | $61,256 |
| VANGUARD MORTGAGE-BACKED SEC | AT COST | $17,741 | $18,361 |
| VANGUARD INT-TERM CORPORATE | AT COST | $23,339 | $24,539 |
| SIX CIRCLES ULTR SHRT DUR | AT COST | $12,105 | $12,215 |
| VANGUARD TOTAL INTL BOND ETF | AT COST | $135,886 | $134,861 |
| SIX CIRCLES GLOBAL BOND | AT COST | $192,837 | $194,929 |
| SIX CIRCLES CREDIT OPPORT | AT COST | $23,565 | $24,344 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $279 | $0 | $0 |
| ILLINOIS CHARITY BUREAU FUND | $15 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JP MORGAN INVESTMENT EXPENSES - | $6,397 | $6,397 | $0 |
| ADMINISTRATIVE FEES | $26,600 | $13,300 | $13,300 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT HODES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 AQUA TERRACE | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33141 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $418 | $418 | $0 |
| FEDERAL TAXES | $12,159 | $0 | $0 |