JEAN GAULIN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEAN GAULIN FOUNDATION (EIN 06-6519973)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-02-28
- IRS object ID
- 202440599349100404
- Schema version
- 2022v5.0
- 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) |
|---|---|---|
| Return | 2024-02-28T05:49:04-08:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard W Hayden CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 Iroquois Street Apt 1414 | AddressLine1Txt |
| City | Shrub Oak | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066519973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jean Gaulin Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 9145845398 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10859 Spicewood Trail | AddressLine1Txt |
| City | Boynton Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jean Gaulin | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2024-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jean | PersonFirstNm |
| Person Last | Gaulin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Hayden | PreparerPersonNm |
| PTIN | P00645709 | PTIN |
| Phone | 9145845398 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,495,454 | 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 | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $43 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $119,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,052 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $119,052 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $399,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,245,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $399,796 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $399,796 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $518,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $518,891 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $518,891 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $99,349 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $99,349 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $54,762 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,730 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $154,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,730 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $358,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $512,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,730 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $358,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $372,510 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $511,161 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,193 | CashBOYAmt |
| Cash EOY | $158,936 | CashEOYAmt |
| Cash EOYFMV | $158,936 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,633,002 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,581,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,336,518 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $5,733,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,739,975 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,495,454 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,500,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,500,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,500,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,233,195 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,239,975 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,233,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,239,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,733,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,739,975 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,233,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,780 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,239,975 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,239,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (87 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| Capital Gain Distributions | P | $2,083 | $2,083 | $2,083 | ||
| Amadeus Group 277 shs | P | $14,379 | -$6,673 | -$6,673 | 2022-12-28 | $21,052 |
| Lululemon 70.00 shs | P | $21,652 | $6,312 | $6,312 | 2022-12-30 | $15,340 |
| Amadeus Group 569 shs | P | $29,587 | -$13,366 | -$13,366 | 2022-12-29 | $42,953 |
| Lasertic Corp. 11 shs | P | $376 | -$78 | -$78 | 2023-01-03 | $454 |
| LVMH Moet 4 shs | P | $592 | $360 | $360 | 2023-01-03 | $232 |
| Lasertic Corp. 585 shs | P | $19,437 | -$4,715 | -$4,715 | 2023-01-04 | $24,152 |
| LVMH Moet 145 shs | P | $21,145 | $12,740 | $12,740 | 2023-01-04 | $8,405 |
| Resmed 87 shs | P | $17,991 | $8,178 | $8,178 | 2023-01-09 | $9,813 |
| Resmed 10 shs | P | $2,058 | $933 | $933 | 2023-01-10 | $1,125 |
| AIA Group 24 shs | P | $1,061 | $242 | $242 | 2023-03-06 | $819 |
| Nestle 12 shs | P | $1,373 | $354 | $354 | 2023-03-06 | $1,019 |
| Pernod 8 shs | P | $342 | $65 | $65 | 2023-03-06 | $277 |
| Ferrari 13 shs | P | $3,437 | $734 | $734 | 2023-03-06 | $2,703 |
| Mettler-Toledo 1 shs | P | $1,463 | $863 | $863 | 2023-03-06 | $600 |
| Accenture 93 shs | P | $23,272 | $8,562 | $8,562 | 2023-03-21 | $14,710 |
| EPAM Sys 34 shs | P | $9,451 | -$7,007 | -$7,007 | 2023-03-21 | $16,458 |
| Lululemon 125 shs | P | $36,581 | $9,484 | $9,484 | 2023-03-21 | $27,097 |
| Experian 352 shs | P | $11,441 | $2,297 | $2,297 | 2023-03-23 | $9,144 |
| Experian 351 shs | P | $11,355 | $3,382 | $3,382 | 2023-03-23 | $7,973 |
| SPDR Ser. TR S&P 500 2,000 shs | P | $77,105 | $1,320 | $1,320 | 2023-03-28 | $75,785 |
| Alcon AG 176 shs | P | $12,313 | $1,620 | $1,620 | 2023-04-06 | $10,693 |
| Alcon AG 284 shs | P | $19,711 | $2,460 | $2,460 | 2023-04-10 | $17,251 |
| Alcon AG 606 shs | P | $21,487 | $3,450 | $3,450 | 2023-04-11 | $18,037 |
| Alcon AG 151 shs | P | $10,363 | $2,860 | $2,860 | 2023-04-12 | $7,503 |
| Lasertic 1,131 shs | P | $30,002 | -$16,678 | -$16,678 | 2023-05-10 | $46,680 |
| Vanguard Total Stk Mkt. 10,016.45 | P | $1,005,751 | $335,751 | $335,751 | 2023-05-01 | $670,000 |
| Schwab Emerging 6,947 shs | P | $168,255 | -$5,159 | -$5,159 | 2023-05-02 | $173,414 |
| Li Ning 163 shs | P | $24,247 | -$21,969 | -$21,969 | 2023-06-08 | $46,216 |
| Nestle 24 shs | P | $2,883 | $845 | $845 | 2023-07-24 | $2,038 |
| Novo Nordisk 51 shs | P | $8,403 | $2,423 | $2,423 | 2023-07-24 | $5,980 |
| AON Plc 10 shs | P | $3,380 | $174 | $174 | 2023-07-24 | $3,206 |
| Atlassian Corp 8 shs | P | $1,451 | -$1,836 | -$1,836 | 2023-07-24 | $3,287 |
| Canadian Pac Kansas City 82 shs | P | $6,639 | $3,595 | $3,595 | 2023-07-24 | $3,044 |
| Ferrari 14 shs | P | $4,461 | $1,550 | $1,550 | 2023-07-24 | $2,911 |
| Steris PLC 21 shs | P | $4,777 | $1,659 | $1,659 | 2023-07-24 | $3,118 |
| Adyen 187 shs | P | $3,197 | -$448 | -$448 | 2023-07-25 | $3,645 |
| Astrazene 45 shs | P | $3,113 | $95 | $95 | 2023-07-25 | $3,018 |
| Icon PLC 12 shs | P | $2,939 | -$17 | -$17 | 2023-07-25 | $2,956 |
| Sika PLC 138 shs | P | $4,093 | $1,470 | $1,470 | 2023-07-25 | $2,623 |
| CSL Ltd 134 shs | P | $11,526 | $4,080 | $4,080 | 2023-08-09 | $7,446 |
| CSL Ltd 472 shs | P | $40,496 | $14,388 | $14,388 | 2023-08-09 | $26,108 |
| AIA Group 1,424 shs | P | $53,738 | $5,666 | $5,666 | 2023-08-14 | $48,072 |
| Resmed 178 shs | P | $26,189 | $7,806 | $7,806 | 2023-09-18 | $18,383 |
| Accenture 27 shs | P | $8,448 | $4,177 | $4,177 | 2023-09-25 | $4,271 |
| Advantiest Corp 55 shs | P | $5,810 | -$2,457 | -$2,457 | 2023-09-25 | $8,267 |
| Adyen 977 shs | P | $6,463 | -$12,685 | -$12,685 | 2023-09-25 | $19,148 |
| ASM International 25 shs | P | $9,957 | $1,239 | $1,239 | 2023-09-25 | $8,718 |
| ASML Holding 20 shs | P | $11,761 | $8,247 | $8,247 | 2023-09-25 | $3,514 |
| Astrazeneca 150 shs | P | $10,112 | $53 | $53 | 2023-09-25 | $10,059 |
| Atlas 539 shs | P | $6,948 | $2,427 | $2,427 | 2023-09-25 | $4,521 |
| BAE Systems 193 shs | P | $9,939 | -$257 | -$257 | 2023-09-25 | $10,196 |
| Compass Group 278 shs | P | $6,986 | -$956 | -$956 | 2023-09-25 | $7,942 |
| UNSP 113 shs | P | $10,530 | $5,918 | $5,918 | 2023-09-25 | $4,612 |
| Evolution 99 shs | P | $9,868 | -$8,883 | -$8,883 | 2023-09-25 | $18,751 |
| ICICI Bk | P | $12,862 | $109 | $109 | 2023-09-25 | $12,753 |
| Lonza Group 99 shs | P | $4,652 | -$1,492 | -$1,492 | 2023-09-25 | $6,144 |
| LVMH Moet 68 shs | P | $10,539 | $6,597 | $6,597 | 2023-09-25 | $3,942 |
| Nestle 119.21 shs | P | $11,084 | $3,188 | $3,188 | 2023-09-25 | $7,896 |
| Pernod 271 shs | P | $9,576 | $663 | $663 | 2023-09-25 | $8,913 |
| Schneider 385 shs | P | $12,666 | -$481 | -$481 | 2023-09-25 | $13,147 |
| AON PLC 41 shs | P | $13,836 | $690 | $690 | 2023-09-25 | $13,146 |
| Arch Capital 140 shs | P | $11,317 | $29 | $29 | 2023-09-25 | $11,288 |
| Atlassian Corp 67 shs | P | $12,823 | -$14,704 | -$14,704 | 2023-09-25 | $27,527 |
| Canadian Pac Kansas City 272 shs | P | $20,902 | $10,803 | $10,803 | 2023-09-25 | $10,099 |
| EPAM Sys 21 shs | P | $5,468 | -$4,697 | -$4,697 | 2023-09-25 | $10,165 |
| Experian 259 shs | P | $8,643 | $2,760 | $2,760 | 2023-09-25 | $5,883 |
| Ferguson PLC 65 shs | P | $9,790 | -$78 | -$78 | 2023-09-25 | $9,868 |
| Ferrari 53 shs | P | $15,473 | $4,645 | $4,645 | 2023-09-25 | $10,828 |
| Icon PLC 62 shs | P | $15,626 | $352 | $352 | 2023-09-25 | $15,274 |
| Linde 22 shs | P | $8,214 | $1,071 | $1,071 | 2023-09-25 | $7,143 |
| Mercadolibre 6 shs | P | $7,746 | -$522 | -$522 | 2023-09-25 | $8,268 |
| Mettler-Toledo 5 shs | P | $5,526 | $2,543 | $2,543 | 2023-09-25 | $2,983 |
| SIKA PLC 289 shs | P | $7,641 | $2,157 | $2,157 | 2023-09-25 | $5,484 |
| Steris Plc 43 shs | P | $9,500 | $4,070 | $4,070 | 2023-09-25 | $5,430 |
| Thomson Reuters 67 shs | P | $8,428 | $818 | $818 | 2023-09-25 | $7,610 |
| Waste Communications 60 shs | P | $8,348 | -$134 | -$134 | 2023-09-25 | $8,482 |
| Novo-Nordisk 186 shs | P | $17,134 | $6,229 | $6,229 | 2023-09-25 | $10,905 |
| Pernod Richard 495 shs | P | $16,597 | $893 | $893 | 2023-10-03 | $15,704 |
| Pernod Richard 396 shs | P | $13,096 | $554 | $554 | 2023-10-04 | $12,542 |
| ASM International 8 shs | P | $3,051 | $261 | $261 | 2023-10-24 | $2,790 |
| ASML Holding 6 shs | P | $3,497 | $2,443 | $2,443 | 2023-10-24 | $1,054 |
| Schneider 817 shs | P | $26,093 | -$1,805 | -$1,805 | 2023-11-09 | $27,898 |
| Lonza 468 shs | P | $17,530 | -$11,352 | -$11,352 | 2023-11-13 | $28,882 |
| SIKA 706 shs | P | $17,542 | $4,290 | $4,290 | 2023-11-14 | $13,252 |
| Mettler Toledo 12 shs | P | $13,037 | $6,054 | $6,054 | 2023-11-24 | $6,983 |
| Mettler Toledo 14 shs | P | $15,311 | $7,164 | $7,164 | 2023-11-27 | $8,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $399,796 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $399,796 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,178 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,178 | SubtotalAmt |
| Tax Based On Investment Income | $5,178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,073 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,073 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,895 | OverpaymentAmt |
| Applied To ES Tax | $3,895 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Hayden | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9145845398 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 Iroquois St | AddressLine1Txt |
| City | Shrub Oak | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jean Gaulin | ||||||
| 10859 Spicewood Trail | Boynton Beach | FL | 33436 | Director | 0.00 | $0 |
| Mathieu Gaulin | ||||||
| 10859 Spicewood Trail | Boynton Beach | FL | 33436 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,088,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,280,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,280,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,203 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,155,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $407,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $407,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,178 | TotalTaxAmt |
| Distributable Before Adj | $402,620 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $402,620 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $402,620 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $358,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $358,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $402,620 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $352,601 | UndistributedIncomePYAmt |
| Qualifying Distributions | $358,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $352,601 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,399 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $397,221 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Help Hope Live Inc | ||||||||||||
| 100 Matsonford Rd - Suite 100 | Radnor | PA | 19087 | none | PC | Endowment | $3,000 | |||||
| Baptist Foundation | ||||||||||||
| 2815 South Seacrest Blvd | Boynton Beach | FL | 33435 | none | PC | Endowment | $50,000 | |||||
| Greater Boston Food Bank | ||||||||||||
| 70 S Bay Avenue | Boston | MA | 02118 | none | PC | Endowment | $75,000 | |||||
| Planned Parenthood Federation of Am | ||||||||||||
| 123 William Street - 10th Floor | New York | NY | 10038 | PC | Endowment | $20,000 | ||||||
| Jeunesse AU SoleilSun Youth Organ | ||||||||||||
| none | PC | Endowment | $30,000 | 4251 Saint Urbain St | Montreal | Quebec | CA | H2W 1V6 | ||||
| Friends of University of Montreal | ||||||||||||
| none | PC | Endowment | $20,000 | 3744 Jean-Brillant St - Bureau 480 | Montreal | Quebec | CA | H3T1P1 | ||||
| Palliacco | ||||||||||||
| none | PC | Endowment | $10,000 | 2280 Rue Labelle Mont-Tremblant | Qubec | Quebec | CA | J8E1TB | ||||
| Le Book Humanitaire | ||||||||||||
| none | PC | Endowment | $10,000 | 215Briere St-Jerome | Quebec | Quebec | CA | J7Y3A7 | ||||
| Promis | ||||||||||||
| none | PC | Endowment | $10,000 | 3333 Chemin Da La Core Ste-Catherin | Montreal | Quebec | CA | H3T 1CB | ||||
| Palaver Strings | ||||||||||||
| 380 Cumberland Ave | Portland | ME | 04101 | none | PC | Endowment | $15,000 | |||||
| Clear Fund - Givewell | ||||||||||||
| 1714 Franklin Street - 100335 | Oakland | CA | 94612 | none | PC | Endowment | $20,000 | |||||
| David Suzuki Foundation | ||||||||||||
| PC | Endowment | $20,000 | 50 Sainte-Catherine O bureau 540 | Montreal | Quebec | CA | H2X 3V4 | |||||
| Community Child Care Center of Delr | ||||||||||||
| 555 NW 4th Street | Delray Beach | FL | 33444 | none | PC | Endowment | $35,000 | |||||
| Massachusetts College of Art | ||||||||||||
| 621 Huntington Avenue | Boston | MA | 02115 | PC | Endowment | $40,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $119,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $399,796 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $119,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $399,796 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $518,891 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Accounting Fees | $2,000 | $2,000 | |
| Foreign Withholding Taxes | $5,355 | $5,355 | |
| Management Fees - NT | $44,505 | $44,505 | |
| Management Fees - Schwab | $2,527 | $2,527 | |
| Wire Fees | $375 | $375 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | loan Payable | Desc |
| BOY Book Value | $1,500,000 | BOYBookValueAmt |
| EOY Book Value | $1,500,000 | EOYBookValueAmt |